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Preparing to Deploy Preparing to Deploy Windows Vista Windows Vista Lesson 1

Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

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Page 1: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing to Deploy Preparing to Deploy Windows VistaWindows Vista

Lesson 1

Page 2: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Skills MatrixSkills Matrix

Technology Skill Objective Domain Skill Domain #Choosing a Deployment Method

Analyze the business environment and select an appropriate deployment method: network, offline media, USB, DVD

1.1

Preparing for Deployment Prepare a system for clean installation or upgrade

1.2

Understanding System Requirements

Verify Windows Vista installation requirements

1.2

Understanding ScanState Perform user state backup with USMT

1.2

Page 3: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Skills MatrixSkills Matrix

Technology Skill Objective Domain Skill Domain #Analyzing User Profile and Data Storage Requirements

• Analyze use profile and data requirements• Roaming user profiles/folder redirection

1.2

Migrating User Profiles by Using USMT

Perform user state backup with USMTPerform post-installation tasks• Restore user state with USMT

1.2

1.4

Page 4: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Skills MatrixSkills Matrix

Technology Skill Objective Domain Skill Domain #Understanding USMT Perform user state backup

with USMTRestore user state with USMT

1.2

1.4

Understanding What USMT Migrates

Perform user state backup with USMTRestore user state with USMT

1.2

1.4

Using USMT Perform user state backup with USMTRestore user state with USMT

1.2

1.4

Page 5: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Skills MatrixSkills Matrix

Technology Skill Objective Domain Skill Domain #Understanding the .xml Control Files

Perform user state backup with USMTRestore user state with USMT

1.2

1.4

Understanding Manifests Perform user state backup with USMTRestore user state with USMT

1.2

1.4

Page 6: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Skills MatrixSkills Matrix

Technology Skill Objective Domain Skill Domain #Completing a Simple Profile Migration by Using USMT

Perform user state backup with USMTRestore user state with USMT

1.2

1.4

Understanding LoadState Restore user state with USMT

1.4

Analyzing Application and Device Compatibility

Troubleshoot deployment issues• Resolve application compatibility issues• Resolve device driver issues

1.5

Page 7: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Over the network using a Windows Imaging Format (WIM) image

Offline media, such as DVD or USB storage device

Choosing a Deployment Method

Choosing a Deployment MethodChoosing a Deployment Method

Page 8: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Minimum system requirements to run the core features of Windows Vista

800MHz 32-bit (x86) or 64-bit (x64) processor

512MB system memory

SVGA (800x600) graphics processing unit (GPU)

20GB hard disk drive (HDD) with 15GB free space

CD-ROM optical drive

Understanding System Requirements

Preparing for DeploymentPreparing for Deployment

Page 9: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Windows Vista Capable PC

Modern processor (at least 800MHz)

512MB system memory

DirectX 9 capable GPU

Understanding System Requirements (cont.)

Preparing for DeploymentPreparing for Deployment

Page 10: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Windows Vista Premium Ready PC

1GHz 32-bit (x86) or 64-bit (x64) processor

1GB system memory

GPU that supports DirectX 9 graphics with a Microsoft Windows Vista Display Driver Model (WDDM) driver, 128MB of graphics memory (minimum), Pixel Shader 2.0, and 32 bits per pixel.

Understanding System Requirements (cont.)

Preparing for DeploymentPreparing for Deployment

Page 11: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Windows Vista Premium Ready PC (cont.)

40GB HDD with 15GB free space

DVD-ROM drive

Audio output capability

Internet access capability

Understanding System Requirements (cont.)

Preparing for DeploymentPreparing for Deployment

Page 12: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Windows Vista Hardware Assessment tool

Application Compatibility Toolkit 5.0 (ACT)

Windows Vista Upgrade Advisor (for stand-alone computers)

Used to analyze both hardware and application compatibility issues

Analyzing Application and Device Compatibility

Preparing for DeploymentPreparing for Deployment

Page 13: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Following its analysis, the Windows Vista Hardware Assessment tool creates the following reports:

An Excel workbook comprehensively covering the device inventory and assessment

A Word document summarizing the device inventory and assessment

Getting Started with the Windows Vista Hardware Assessment Tool

Preparing for DeploymentPreparing for Deployment

Page 14: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

ACT uses the following distributed compatibility evaluators:

Inventory Collector — Identifies installed applications and gathers system information

User Account Control Compatibility Evaluator (UACCE) — Identifies potential compatibility issues due to permissions restrictions enforced by User Account Control (UAC)

Getting Started: Application Compatibility Toolkit

Preparing for DeploymentPreparing for Deployment

Page 15: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Update Compatibility Evaluator (UCE) — Gathers information on application dependencies and can identify potential effects of Windows operating system security updates on applications

Internet Explorer Compatibility Evaluator (IECE) — Identifies potential Web application and website issues that occur due to the release of a new operating system

Getting Started: Application Compatibility Toolkit (cont.)

Preparing for DeploymentPreparing for Deployment

Page 16: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Windows Vista Compatibility Evaluator — Identifies other issues related to compatibility with Windows Vista

Getting Started: Application Compatibility Toolkit (cont.)

Preparing for DeploymentPreparing for Deployment

Page 17: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Windows Vista Upgrade Advisor only runs on Windows XP.

Using the Windows Vista Upgrade Advisor

Preparing for DeploymentPreparing for Deployment

Page 18: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Using the Windows Vista Upgrade Advisor (cont.)

Preparing for DeploymentPreparing for Deployment

System Requirements

Devices

Programs

Page 19: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Configuring Roaming Profiles

Preparing for DeploymentPreparing for Deployment

Click the Profile tab.

In the User profile section, key the path where the user’s profile resides.

Click OK.

Page 20: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Windows Vista allows up to thirteen folders to be redirected (five in Windows XP).

Folder Redirection configured for Windows XP will work when a user logs on to Windows Vista.

Understanding Folder Redirection

Preparing for DeploymentPreparing for Deployment

Page 21: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Configuring Folder Redirection

Preparing for DeploymentPreparing for Deployment

Group or UserName

NTFSPermission Apply onto:

CREATOR OWNER Full Control Subfolders and Files Only

SYSTEM Full Control This Folder, Subfolder, and Files

Domain Admins Full Control This Folder, Subfolder and Files

Everyone

Create Folders/Append Data

List Folder/Read Data

Read Attributes

Traverse Folder/Execute File

This Folder Only

Page 22: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder to Separate Target Folders

Expand User Configuration > Windows Settings > Folder Redirection.

Select Properties.

Page 23: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder to Separate Target Folders (cont.)

Select Basic - Redirect everyone’s folder to the same location.

Select Create a folder for each user under the root path.

Enter the path: \\server01\ RedirectStore1.

Page 24: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder to Separate Target Folders (cont.)

Grant the user exclusive rights to RedirectedFolderName.

Move the contents of RedirectedFolderName to the new location.

Leave the folder in the new location when policy is removed.

Page 25: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder to the Same Target Folder for All Users

Expand User Configuration > Windows.

Right-click Settings > Folder Redirection, and select Properties.

Select Basic - Redirect everyone’s folder to the same location.

Page 26: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder to the Same Target Folder for All Users (cont.)

Select Redirect to the following location.

Enter the path: \\ServerName\ ShareName\ TargetFolderName.

Page 27: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder to the Same Target Folder for All Users (cont.)

Select Move the contents of RedirectedFolderName to the new location.

Select Also apply redirection to Windows 2000, Windows 2000 Server, Windows XP, and Windows Server 2003 operating systems.

Page 28: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder to the Same Target Folder for All Users (cont.)

Select Redirect the folder back to the local userprofile location when policy is removed.

Page 29: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder to the Local ‘userprofile’ Location

Expand User Configuration > Windows Settings.

Right-click Folder Redirection, and select Properties.

Page 30: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder to the Local ‘userprofile’ Location (cont.)

Select Basic - Redirect everyone’s folder to the same location.

Select Redirect to the local userprofile location.

Page 31: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder According to Group Membership

Expand User Configuration > Windows Settings.

Right-click Folder Redirection, and select Properties.

Select Advanced - Specify locations for various user groups.

Page 32: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder According to Group Membership (cont.)

In the Security Group Membership section, click Add. The Specify Group and Location dialog box appears.

Page 33: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder According to Group Membership (cont.)

Select Grant the user exclusive rights to RedirectedFolderName.

Select Move the contents of RedirectedFolderName to the new location.

Page 34: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Redirecting a Folder According to Group Membership (cont.)

Select Also apply redirection to Windows 2000, Windows 2000 Server, Windows XP, and Windows Server 2003 operating systems.

Select Redirect the folder back to the local userprofile location when policy is removed.

Page 35: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Preparing for DeploymentPreparing for Deployment

Configuring Media Folders to Follow the Documents Folder

Expand User Configuration > Windows Settings.

Right-click Folder Redirection, and select Properties.

Select Follow the Documents Folder.

Page 36: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Understanding What USMT Migrates

USMT is composed of five major components ScanState

LoadState

.xml control files

Component Manifests

Downlevel Manifests

Page 37: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Understanding What USMT Migrates

The following are migrated using the default control files:

User data

Operating system settings

Supported application data and settings

Page 38: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Using USMT

Using USMT in an enterprise environment to migrate data and settings can be divided into three broad stages:

Planning the migration

Collecting files and settings from the source workstation

Migrating files and settings to the destination workstation

Page 39: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Stage 1: Planning the Migration

Choose what to migrate within the following categories:

Users

Application settings

Operating system settings

Files and folders

Registry keys

Page 40: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Stage 1: Planning the Migration (cont.)

Determine where to store the migration data

On the source workstation

On a network share

On the destination workstation

Page 41: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Stage 1: Planning the Migration (cont.)

Modify the migration .xml files, and create Custom .xml files if necessary.

To configure user data migration, modify the MigUser.xml file.

To configure application data migration, modify the MigApp.xml file.

Page 42: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Stage 1: Planning the Migration (cont.)

Modify the migration .xml files, and create Custom .xml files if necessary.

To exclude anything from the migration, create a custom Config.xml file.

To customize the migration for your organization’s unique needs, create a Custom .xml file.

Page 43: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Stage 2: Collecting Profile Data and Settings

Back up the source workstation.

Close all applications. If any applications are running, they might prevent USMT from being able to capture files.

Run ScanState on the source workstation to collect the profile data and settings as specified in the .xml control files.

Page 44: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Stage 3: Restoring Profile Data and Settings

Deploy the operating system to the destination workstation.

Install all applications that were on the source workstation that will be on the destination workstation.

Page 45: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Stage 3: Restoring Profile Data and Settings (cont.)

Close all applications. If any applications are running, LoadState might not be able to restore all data and settings.

Run LoadState on the destination workstation to restore the files and settings as specified in the .xml control files.

Log off after running LoadState so that settings are fully refreshed during the next logon.

Page 46: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Understanding ScanState and LoadState

ScanState and LoadState can use the following .xml control files:

MigSys.xml

MigApp.xml

MigUser.xml

Config.xml

Custom .xml

Page 47: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Understanding .xml Control Files

MigSys.xml — Controls which operating system and browser settings to migrate when the source workstation is running Windows XP

MigApp.xml — Controls which application settings are migrated from the source workstation

Page 48: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Understanding .xml Control Files (cont.)

MigUser.xml — Controls which profile folders, files, and file types to migrate from the source workstation

Config.xml — Contains all settings defined by Component Manifests or Downlevel Manifests. You create this file by using the ScanState /genconfig option.

Page 49: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Understanding .xml Control Files (cont.)

Custom .xml — Defines custom migration rules

Can be used for such tasks as migrating the settings for a custom business application. You can define multiple custom control files. To call custom control files, you modify CustomSettings.ini.

Page 50: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Collecting Profile Data and Settings Using ScanState

scanstate \\ServerName\path /i:miguser.xml /i:migapp.xml /o

Page 51: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

Migrating User Profiles by Using USMTMigrating User Profiles by Using USMT

Restoring Profile Data and Settings Using LoadState

loadstate \\ServerName\path /i:miguser.xml /i:migapp.xml /lac /lae

Page 52: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

SummarySummary

You learned how to choose a deployment method as well as how to judge system requirements based on Windows Vista Capable PC minimum requirements and Windows Vista Premium Ready PC minimum requirements.

The Windows Vista Hardware Assessment tool analyzes and reports on device compatibility across an enterprise.

You Learned

Page 53: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

SummarySummary

The Application Compatibility Toolkit 5.0 analyzes and reports on application compatibility across an enterprise.

You can use the Windows Vista Upgrade Advisor on stand-alone computers to analyze both hardware and application compatibility issues before upgrading to Windows Vista.

You Learned (cont.)

Page 54: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

SummarySummary

Before deploying Windows Vista, you need to plan and prepare for user profile and data storage requirements.

Roaming profiles are configured in the Active Directory Users and Computers Properties dialog box for the user.

You Learned (cont.)

Page 55: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

SummarySummary

Folder Redirection enables you to redirect the saving and loading of data from a profile folder to another folder (almost always a network share).

You learned how to redirect folders as well as how to configure the Pictures, Music, or Video folder to follow the Documents folder for Folder Redirection.

You Learned (cont.)

Page 56: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

SummarySummary

USMT 3.0 is a tool for migrating profile settings and data that consists of two command-line executables (ScanState and LoadState) as well as other components.

Roaming profiles are configured in the Active Directory Users and Computers Properties dialog box for the user.

You Learned (cont.)

Page 57: Preparing to Deploy Windows Vista Lesson 1. Skills Matrix Technology SkillObjective Domain SkillDomain # Choosing a Deployment Method Analyze the business

SummarySummary

The .xml control files determine what USMT migrates.

You learned how to collect and restore profile data and settings using ScanState and LoadState.

You Learned (cont.)