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Symantec 2010 Windows 7 Migration
Global Results
2
Methodology• Applied Research performed survey• 1,360 enterprises worldwide• SMBs and enterprises• Cross-industry
3
Key Topics• Attitudes about migrating• Manpower requirements• Preparing for the migration• General recommendations• Results of the migration
4
Attitudes About Migrating
5
Timing and Motivations• Typically wait six to 12 months• Only 8% migrate immediately• Performance, reliability and end-user experience motivated
migration
• Most (62%) set ROI goals
• 90% met ROI goals
6
Manpower Requirements
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Manpower requirements• Typically involve half of IT staff• Most automated the process• 10 PCs worth automating• Time consuming aspects:– Planning (17%)
– Actual execution of upgrade (12%)
– Reinstalling applications (10%)
– Inventorying existing machines (10%)
– Running pilot tests (9%)
8
Preparing for the Migration
9
Before the migration• What to capture beforehand– User files & documents
– Links to network drives
• RAM, processor speed, PC age, budget important
• 10 IT man-hours in preparation
10
Hardware recommendations• CPU– Minimum: 2 to 2.5 GHz
– Optimal: 2.5 to 3 GHz
• RAM– Minimum: 2 GB
– Optimal: 4 GB
• Storage– Minimum: 200 to 500 GB
– Optimal: 500 GB to 1 TB
• Video RAM– Minimum: 512 MB
– Optimal: 1 GB or more
11
General Recommendations
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General recommendations• Standardization, added security, and virtual desktop• 71% replace incompatible applications
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Ensuring success / Easing the process
• Planning• Training• Pilot tests
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Results of the Migration
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Results of the migration
• 78% said process was smooth• 63% said easier than last
migration• Most achieved key motivations• Most ran into delays• End-user satisfaction increased
over time
Best vs. Worst Practices in Information Management
• Users offline 2 hours
• 60% of users extremely satisfied
Differences
• 20 IT man-hours in preparation
• Extremely important:
– Advanced planning (56% )
– Upgrading hardware (45%)
– Pilot test (45%)
– Training (44%)
– Capture user profiles (42%)
– Proper inventory (35%)
• Users offline 6 hours
• 25% of users extremely satisfied
Differences
• 9 IT man-hours in preparation
• Extremely important:
– Advanced planning (30% )
– Upgrading hardware (31%)
– Pilot test (34%)
– Training (26%)
– Capture user profiles (27%)
– Proper inventory (24%)
Top tier results Bottom tier results
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AppendixAll questions included
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Company size
5 to 99
100 to 999
1,000 to 2,499
2,500 to 9,999
10,000 or more
0% 10% 20% 30% 40% 50%
17%
28%
22%
16%
17%
How many employees are in your company worldwide?
19
Industry
Financial
Manufacturing
Technology
Telecommunications
Healthcare
Automotive
Consumer
Insurance
Retail
Education
Energy
Media
Online
Public sector
Transportation
Real estate
Other (please specify)
Hospitality
-5% 0% 5% 10% 15% 20% 25%
10%
10%
10%
9%
8%
7%
7%
7%
7%
4%
4%
3%
3%
3%
3%
2%
2%
1%
In which industry do you work?
20
Computer involvement
I have strategic oversight I manage operations0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
50% 50%
What is your involvement with your organization's computer systems?(Mark all that apply.)
21
Computer knowledge
Desktop/laptop operating systems
Applications
Network or infrastructure
Storage
Security
0% 20% 40% 60% 80% 100%
100 percent
80%
71%
64%
62%
In which of the following areas of IT / computer are you knowl-edgeable?
(Mark all that apply.)
22
Windows 7 involvement
We have already migrated many of our desktops and laptops to Windows 7
We have already migrated most of our desktops and laptops to Windows 7
We have already migrated all of our desktops and laptops to Windows 7
0% 20% 40% 60% 80% 100%
87%
8%
5%
What is the status of your involvement with Window 7?
23
Expected use of Windows 7
3 to 5 years
5 to 8 years
8 to 10 years
10 years or longer
0% 20% 40% 60% 80% 100%
62%
28%
9%
1%
How long do you expect to continue using Windows 7 before upgrading to a new operating system?
24
User downtime
Median0
1
2
3
2
When you migrated your systems to Windows 7, how long did you expect, on average, each user to be offline?
(Answer in hours)
25
User downtime
Median0
1
2
3
2
When you migrated your system to Windows 7, how long was each user, on average, actually offline?
(Answer in hours)
26
Migration planning
Median0
2
4
6
8
10
12
10
While planning your migration to Windows 7, how many IT man-hours of planning went into preparation?
27
Transition difficulty
Extremely smooth transition
Somewhat smooth transition
Neither rough nor smooth transition
Somewhat rough transition
Extremely rough transition
0% 10% 20% 30% 40% 50%
28%
49%
15%
5%
2%
Regarding the actual migration process, how would you describe your experience?
28
Additional technologies
Standardization
Additional security measures
Virtual desktop interface
Software virtualization
Improved backup / disaster recovery
Asset management
0% 20% 40% 60% 80% 100%
57%
53%
51%
47%
40%
29%
Did you use the migration as an opportunity to implement any of the following technologies?
(Mark all that apply.)
29
Delaying issues
Application incompatibility
Hardware incompatibility
Budget
Pilot test failure
Other initiatives of higher priority
0% 20% 40% 60% 80% 100%
53%
44%
40%
26%
16%
Which issues, if any, hindered migration or caused a delay?(Mark all that apply.)
30
Machine types
Existing machines that you upgraded from an old operating system
Existing machines that you wiped clean and installed a fresh operating system
Fresh installs on new machines
New machines with Windows 7 pre-installed
0% 10% 20% 30% 40% 50%
37%
27%
23%
24%
What percentage of your migration to Windows 7 involved each of the following situations?
31
Machine types
0
1
2
3
4
5
65 5
4
2
How long did it take you to migrate each machine to Windows 7?(In hours)
(Medians shown)
32
Previous operating system
Windows 3.0 or 3.1
Windows 95
Windows 98
Windows 2000
Windows ME
Windows XP
Windows Vista
Mac OS
Linux
0% 20% 40% 60% 80% 100%
1%
1%
2%
4%
1%
69%
22%
0%
1%
Which operating system did you use before you migrated to Windows 7?
33
Influencing factors
Increased performance
Increased reliability
Better end-user experience
Better security
Easier to use
Microsoft was ending support of the OS we were using
64-bit support
Our policy is to stay current with Microsoft's OS platforms
Improved help desk support
Other (Please specify)
0% 20% 40% 60% 80% 100%
69%
59%
51%
47%
45%
40%
39%
32%
21%
2%
Which of the following factors influenced your decision to migrate to Windows 7?
(Mark all that apply.)
34
When to upgrade
Immediately after the new OS is released
1 to 6 months
6 months to 1 year
1 to 2 years
Longer than 2 years
After SP1 is released
After SP2 is released
0% 10% 20% 30% 40% 50%
8%
24%
31%
26%
8%
2%
2%
How long do you feel it is best to wait after the release of a new OS to allow the company (such as Microsoft) to work out any bugs?
35
Economic impact
No impact
Small impact
Medium impact
Fairly large impact
Huge impact
0% 10% 20% 30% 40% 50%
12%
32%
35%
18%
3%
How big of an impact did the economy have on the timing of your migration to Windows 7?
36
Current machines vs. new machines
RAM capacity of current hardware
Processor speed of current hardware
Age of current hardware
Budget
Information that might be lost in the event of a clean install
Storage capacity of current hardware
The number of unique applications installed on the workstation
Whether users are storing files locally or on a network
Video capabilities of current hardware
How many people use the PC
0% 20% 40% 60% 80% 100%
75%
74%
73%
71%
70%
70%
66%
59%
58%
56%
In your opinion, how important is each of the following factors in decid-ing whether you install a new operating system on an older machine vs.
buying a new machine?(Somewhat/extremely important shown)
37
Upgrading vs. fresh install
RAM capacity of current hardware
Processor speed of current hardware
Age of current hardware
Information that might be lost in the event of a clean install
Storage capacity of current hardware
Budget
The number of unique applications installed on the workstation
Whether users are storing files locally or on a network
How many people use the PC
Video capabilities of current hardware
0% 20% 40% 60% 80% 100%
74%
74%
72%
71%
70%
69%
68%
61%
58%
58%
In your opinion, how important is each of the following factors in decid-ing whether you upgrade your operating system vs. doing a fresh in-
stall?(somewhat/extremely important shown)
38
Communication
Line-of-business managers
End users
Management
0% 20% 40% 60% 80% 100%
62%
61%
60%
How much coordination and communication with management, line-of-business managers, and end users was required to make migration to
Windows 7 occur efficiently and with as little disruption to the company work process as possible?
(High level shown)
39
End user reaction
After the learning phase for Windows 7
During the learning phase for Windows 7
During the migration
0% 20% 40% 60% 80% 100%
68%
60%
58%
What percent of your end users who migrated to Windows 7 were somewhat/extremely satisfied during each phase of your migration to
Windows 7?(Means shown)
40
IT workforce involvement
Median0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
50%
What percent of your IT workforce was involved in your migration to Windows 7?
41
Setting ROIs
Yes62 percent
No38%
Did you set an expected ROI before you implemented your migration to Windows 7?
42
Meeting ROIs
Yes90 percent
No10%
Did you meet the ROI you set for your migration to Windows 7?(Only asked of those who set an ROI prior to implementation)
43
Affected factors
Security
Performance
End user experience
Reliability
Ease of use
Endpoint management
Help desk support
Other (Please specify)
0% 20% 40% 60% 80% 100%
80%
80%
76%
75%
72%
70%
67%
44%
Did each of the following factors increase or decrease after migration?
44
Minimizing cost
Planning
User training
Reinstalling applications
Troubleshooting
Upgrading of operating systems
User setup post-migration (settings, etc.)
Capturing user settings
Inventory
Writing and testing scripts
0% 20% 40% 60% 80% 100%
81%
80%
80%
79%
78%
76%
75%
74%
72%
How important are each of the following in minimizing the cost of migration?
(Somewhat/extremely important shown)
45
Successful migrations
Planning
Reinstalling applications
Troubleshooting
User training
Upgrading of operating systems
Capturing user settings
User setup post-migration (settings, etc.)
Inventory
Writing and testing scripts
0% 20% 40% 60% 80% 100%
83%
80%
80%
80%
79%
77%
77%
76%
74%
How important is each of the following activities toward the success of migration to Windows 7?
(Somewhat/extremely important shown)
46
Migration process
Planning
Upgrading of operating systems
Reinstalling applications
Inventory
Running pilot tests
Capturing user settings
User training
Writing and testing scripts
Troubleshooting
User setup post-migration (settings, etc.)
0% 10% 20% 30% 40% 50%
17%
12%
10%
10%
9%
9%
9%
9%
8%
8%
What percentage of the migration process (overall, for all machines upgraded) was dedicated to each of the following activities?
(Means shown)
47
Automation vs. manual
Automated54 percent
Manual46%
What percentage of the migration process was automated? Manual?(Means shown)
48
Previous migrations
Windows 3.0 or 3.1
Windows 95
Windows 98
Windows 2000
Windows ME
Windows XP
Windows Vista
Other (Mac OS, Linux, etc.)
I have never performed an OS migration
0% 20% 40% 60% 80% 100%
0%
0%
2%
5%
2%
66%
22%
1%
2%
What was the last operating system to which you migrated?
49
Previous migrations
Extremely easier
Somewhat easier
About the same
Somewhat more difficult
Extremly more difficult
0% 10% 20% 30% 40% 50%
22%
41%
26%
9%
2%
Was this migration easier or more difficult than your last one?
50
Migration tools
Ease of use
Cost
Automation of migration processes
Post-migration management
Ability to migrate from various operating systems
Ability to customize migration processes
0% 20% 40% 60% 80% 100%
83%
80%
78%
77%
77%
77%
Rate the importance of the following elements in a migration tool.(Somewhat/extremely important shown)
51
Post-migration issues
Office settings
Links to network drives
User files and documents
User profiles
Browser favorites
Contacts
0% 10% 20% 30% 40% 50%
15%
15%
14%
14%
13%
13%
11%
What percentage of users had problems with each of the following post-migration?(Means shown)
52
Migration approaches
Batch migration (Migrate in batches)
Gradual migration (Migrate on a hardware refresh schedule)
Mass migration (All endpoints migrated at once)
0% 20% 40% 60% 80% 100%
52%
28%
21%
Which approach did you use / are you using for your migration?
53
Migration approaches
Batch migration (Migrate in batches)
Mass migration (All endpoints migrated at once)
Gradual migration (Migrate on a hardware refresh schedule)
0% 10% 20% 30% 40% 50%
49%
28%
23%
In hindsight, considering both ease of process and financial re-quirements, how would you recommend executing your migration?
54
Incompatible applications
Replace applications
Use solutions such as application virtualization
Maintain some systems on the old OS
Repair applications
0% 20% 40% 60% 80% 100%
71%
69%
68%
65%
How effective are each of the following methods for handling applica-tions that aren't compatible with Windows 7?
(Somewhat/extremely effective shown)
55
Pre-migration captures
User files and documents
Links to network drives
Office settings
User profiles
Contacts
Browser favorites
0% 20% 40% 60% 80% 100%
85%
83%
81%
80%
80%
80%
71%
How important is it to capture each of the following prior to migration?(Somewhat/extremely important shown)
56
Helpful factors
Advance planning
Sufficient hardware upgrades prior to migration
Training
Performing a pilot test
Proper inventory
Consistent packaging
0% 20% 40% 60% 80% 100%
84%
81%
80%
80%
78%
71%
How helpful were the following factors in facilitating the transition to Windows 7?
(Somewhat/extremely helpful shown)
57
Helpful factors
Advance planning
Training
Sufficient hardware upgrades prior to migration
Performing a pilot test
Proper inventory
Consistent packaging
0% 20% 40% 60% 80% 100%
83%
81%
80%
79%
75%
73%
Rate the following factors on how helpful they are for reducing requirements for intervention and desktop visits.
(Somewhat/extremely helpful shown)
58
Pilot tests
Median0
1
2
3
4
5
6
5
How many pilot tests did you perform over the course of your migration to Windows 7?
59
Automatic vs. manual migrations
Median0
2
4
6
8
10
12
10
How many individual workstations would make it worth the investment in automatic migrations vs. manually migrating each?
60
Hardware specifications
Windows Experience Index
Processor speed (GHz)
Analyst report
CPUID
Published reviews
Number of cores
Passmark
Futuremark
Other (Please specify)
0% 20% 40% 60% 80% 100%
52%
51%
42%
35%
30%
27%
24%
22%
6%
Which metric do you use to determine whether a processor is suitable for running Windows 7?
61
Hardware specifications / recommendations
1 GHz
1 to 2 GHz
2 to 2.5 GHz
2.5 to 3 GHz
More than 3 GHz
0% 10% 20% 30% 40% 50%
8%
29%
36%
20%
7%
2%
10%
23%
37%
28%
Regardless of what Microsoft recommends, in your opinion, what is the minimum processor speed you would suggest for a machine running
Windows 7? The optimal processor speed?
OptimalMinimum
62
Hardware specifications / recommendations
Minimum Median Optimal Median0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
2
4
Regardless of what Microsoft recommends, in your opinion, what is the minimum amount of RAM you would suggest for a machine running
Windows 7? The optimal amount?(In gigabytes)
63
Hardware specifications / recommendations
100 to 200 GB
200 to 500 GB
500 GB to 1 TB
1 to 2 TB
2 to 4 TB
4 TB or more
0% 10% 20% 30% 40% 50%
34%
30%
18%
10%
6%
2%
7%
24%
28%
21%
14%
7%
Regardless of what Microsoft recommends, in your opinion, what is the minimum amount of storage you would suggest for a machine running
Windows 7? The optimal amount?
OptimalMinimum
64
Hardware specifications / recommendations
128 MB
256 MB
512 MB
1 GB or more
0% 20% 40% 60% 80% 100%
10%
27%
34%
29%
2%
9%
22%
67%
Regardless of what Microsoft recommends, in your opinion, what is the minimum amount of video RAM you would suggest for a machine run-
ning Windows 7? The optimal amount?
OptimalMinimum
65
Hardware upgrades
RAM Processor Storage capacity Video0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
30%25%
20% 20%
In what percentage of the machines you migrated to Windows 7 did you upgrade each of the following?
(Medians shown)
