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Tài liệu Module 2: Designing a Workstation Installation and Upgrade Strategy ppt







Contents
Overview 1
Determining the Operating System
Environment 2
Determining the Organizational
Requirements 7
Identifying Clean Operating System
Installation Options 10
Identifying Operating System Upgrade
Options 16
Assessing the Appropriate Installation
Options 20
Lab A: Meeting Operating System
Installation Requirements 27
Review 35


Module 2: Designing a
Workstation Installation
and Upgrade Strategy



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Module 2: Designing a Workstation Installation and Upgrade Strategy iii


Instructor Notes
This module provides students with the information required to determine an
organization’s current operating system environment and its future needs.
Students also learn how to assess the appropriate installation options and select
the one that will meet the needs of the organization.
After completing this module, students will be able to:

Determine the current business operating system environment.

Determine whether a clean installation or an upgrade is required.

Identify possible operating system installation options.

Identify possible operating system upgrade options.

Assess the options that are most appropriate to meet the business needs.

After completing the lab exercise, students will be able to determine an
organization’s needs for installation or upgrade of operating systems on its
clients.
Materials and Preparation
This section provides the materials and preparation tasks that you need to teach
this module.
Required Materials
To teach this module, you need the following materials:

Microsoft
®
PowerPoint
®
file 2410a_02.ppt

Module 2, “Designing a Workstation Installation and Upgrade Strategy”

The Trainer Materials compact disc

Preparation Tasks
To prepare for this module, you must:

Read all of the materials for this module.

Read the technical white papers located on the Trainer Materials compact
disc.

Read any relevant information in the Microsoft Windows
®
2000 or
Microsoft Windows XP Help files, and the Windows 2000 or Windows XP
Resource Kit.

Be familiar with the principles and practice of Change and Configuration
Management (CCM).

Read the Instructor Notes that precede each module. These contain
preparation suggestions for each module.

Read the review questions and be prepared to elaborate beyond the answers
provided in the text.

Complete the lab and be prepared to elaborate beyond the solutions found
there.

Presentation:
45 Minutes

Lab:
30 Minutes
iv Module 2: Designing a Workstation Installation and Upgrade Strategy


Module Strategy
Use the following strategy to present this module:

Determining the Operating System Environment
In this section, students learn how to gather the information required for the
analysis of the current operating system environment. In addition, students
learn how to determine current business practices for operating system
installations and upgrades.
Note the following:
• Acknowledge that there may be operating systems on the network that
are not Windows based.
• Client computers will need sufficiently powerful hardware to run the
operating systems being installed. A hardware upgrade may need to
precede an operating system deployment.
• Note that a CCM deployment is a good opportunity to implement more
structured procedures than may currently exist. This may effectively
address the political issue of poorly managed systems.

Determining the Organizational Requirements
In this section, students learn how to identify the organization’s future
requirements for operating system installation and upgrade.
Note the following:
• In the case where client computers have been poorly configured in the
past, or have been subject to many upgrades and software changes, it
may be advisable to conduct clean operating system installations rather
than upgrades of existing client computers.
• From a total cost of ownership (TCO) standpoint, a general deployment
of a minimally customized operating system may appear preferable.
However, it is unlikely to meet the diverse needs of the user base, and
hence may be a false economy.

Identifying Clean Operating System Installation Options
In this section, students look at the technologies for clean operating system
installations, using manual and automated installations, and then determine
their suitability to an organization’s requirements.
Note the following:
• Technologies specific to operating system deployment—for example,
Sysprep and Remote Installation Services (RIS)—are covered here for
the first time.
• Enterprise operating system deployment is complex, and there are a
number of techniques required to conduct such deployments in a
satisfactory manner (for example, using Sysprep for automated
installation or performing manual installations). This module does not
cover these techniques in detail.
• The choice of technologies will depend on a number of factors in
addition to those presented in this module. For example, CCM
requirements other than operating system deployment may need to be
taken into consideration.
Module 2: Designing a Workstation Installation and Upgrade Strategy v



Identifying Operating System Upgrade Options
In this section, students look at the technologies for operating system
upgrades and determine the suitability of those technologies to an
organization’s requirements.
Note the following:
• Enterprise operating system upgrades are complex, and there are a
number of techniques available to conduct such deployments in a
satisfactory manner (for example, automating the upgrades by using
Microsoft Systems Management Server (SMS) and Microsoft
IntelliMirror
®
or performing manual upgrades). This module does not
cover these techniques in detail.
• The choice of technologies will depend on a number of factors in
addition to those presented in this module. For example, CCM
requirements other than operating system deployment may need to be
taken into consideration.

Assessing the Appropriate Installation Options
In this section, students assess the CCM technologies and determine their
suitability to operating system installation and upgrade. Students determine
the hardware and software requirements and consider the benefits and
shortcomings. A comparison of technologies highlights their different
usage, implementation, and operation, and demonstrates that they can be
used as complementary technologies in certain situations.
Note the following:
• It is important to define a solution that meets the majority of the
requirements. A solution that is too highly customized will be difficult
(and therefore expensive) to manage. However, a solution that does not
take all of the requirements into account will not meet the needs of the
users.
• There is no perfect answer for operating system deployment. Therefore,
the chosen solution will require the student to make compromises.

vi Module 2: Designing a Workstation Installation and Upgrade Strategy


Lab Strategy
Use the following strategy to present this lab.
Lab A: Meeting Operating System Installation
Requirements
The lab is designed to assist the student in applying the information presented
in this module. Students are expected to have:

Experience installing Windows 2000 or Windows XP.

Basic experience or knowledge of unattended and scripted installations.

Basic experience or knowledge of RIS and SMS.

The knowledge and skills necessary to define and implement an installation
and upgrade plan.

The lab consists of three scenarios, each of which is based on a company
requiring facilities for operating system deployment and upgrade. In this lab,
students will review each scenario and determine organizational requirements.
They will then use information from the module to derive a number of design
decisions concerning the installation and upgrade plan. Students will also be
asked to explain how they arrived at the decisions.
To conduct this lab:

Read the lab carefully, paying close attention to the instructions and to the
details of the scenario.

Divide the class into groups of two or more students.

Present the lab and make sure that students understand the instructions and
the purpose of the lab.

Explain each of the scenarios and highlight any key information.

Remind students to consider the relative merits of SMS, IntelliMirror, and
RIS with respect to operating system installation and upgrade, and remind
students to think about the suitability of each option to the scenarios.

Take the opportunity to assess each student’s comprehension of the
technology features of SMS, IntelliMirror management technologies, and
RIS presented in the module, while students are completing the lab.

Allow some time to discuss the solutions after the lab is completed. A
solution is provided on the Trainer Materials compact disc. Encourage
students to look critically at each other’s solutions and to discuss any ideas
for improving the designs.

Module 2: Designing a Workstation Installation and Upgrade Strategy 1


Overview

Determining the Operating System Environment

Determining the Organizational Requirements

Identifying Clean Operating System Installation Options

Identifying Operating System Upgrade Options

Assessing the Appropriate Installation Options

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Administrators and network architects are familiar with the use of manual
installations and scripted upgrades. These methods of operating system
deployment may involve an administrator visiting individual computers. If you
plan a deployment with Change and Configuration Management (CCM)
technologies such as Microsoft
®
Systems Management Server (SMS) and
Microsoft Windows
®
2000 Remote Installation Services (RIS), the installation
and upgrade process is streamlined by providing more comprehensive support
for centralized control and automated deployment.
In this module, you will learn about the information requirements for
determining the organization’s current operating system environment and its
future needs. You will decide whether desktop upgrades or clean installations
meet those needs. You will then learn how to assess the appropriate installation
options and select the one that meets the needs of the organization.
After completing this module, you will be able to:

Determine the current business operating system environment.

Determine whether a clean installation or an upgrade is required.

Identify possible operating system installation options.

Identify possible operating system upgrade options.

Assess the options that are most appropriate to meet the business needs.

Topic Objective
To provide an overview of
the module topics and
objectives.
Lead-in
In this module, you will learn
about the principles of
evaluating operating system
installation and upgrade
options based on business
needs, and the current and
planned environment.
2 Module 2: Designing a Workstation Installation and Upgrade Strategy



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Determining the Operating System Environment

Determining Operating Systems Used

Determining Current Installation Strategies

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As the administrator or designer of your network, you must provide a plan for
the installation of operating systems on new client computers and the upgrade
of operating systems on existing client computers. One of the first tasks that
you must complete is an assessment and analysis of the existing environment.
In this section, you will learn how to gather the information required for the
analysis of the current operating system environment. In addition, you will
learn how to assess current business practices in relation to operating system
installations and upgrades.
Topic Objective
To identify the steps
required to determine the
organization’s current
environment.
Lead-in
It is important to determine
the organization’s current
environment as a starting
point for identifying how
CCM technologies will
benefit the organization.
Module 2: Designing a Workstation Installation and Upgrade Strategy 3


Determining Operating Systems Used

Current Operating Systems

Which operating systems are used?

How many of each?

Where are client computers located?

Configuration of Existing Client
Computers

Which hardware configurations?

Identify HCL compliance

Identify need for hardware upgrade

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Before you can successfully implement an operating system installation and
upgrade strategy, you must be aware of the current operating system
environment and understand which decisions are crucial to your future strategy
for installations and upgrades.
Current Operating Systems
To identify your installation and upgrade strategy, you must gather the
following information about your current operating system environment:

Which operating systems are in use on the network?

How many of each operating system exist?

Where are the client computers located?

Are older operating systems needed alongside the current ones?

Configuration of Existing Client Computers
To identify the suitability of your client computers for installation or upgrade,
gather the following information:

The hardware configuration of each of the client computers. This
information determines whether the computers are capable of running the
operating system that you intend to install.

Future installation requirements. Will existing client computers support
them?

Do any client computers require hardware upgrades (for either of the
preceding reasons)?

Are the client computers fully compliant with the Windows 2000 Hardware
Compatibility List (HCL)?

Topic Objective
To understand how to
determine the organization’s
current operating system
environment.
Lead-in
As designer of the CCM
infrastructure, you must
know what initial information
to gather to be successful in
creating an operating
system installation strategy.
4 Module 2: Designing a Workstation Installation and Upgrade Strategy


It is important to identify whether the client computers’ hardware has the
capacity for Windows 2000 or Microsoft Windows XP. Note that SMS provides
a useful mechanism to collect the configurations of client computers. There
may also be issues relating to your future operating system installation and
upgrade strategies that will determine other client computer hardware
requirements. For example, RIS has specific client computer requirements for
successful use.

For more information about the minimum hardware requirements for
Windows 2000 Professional, see http://www.microsoft.com/windows2000.

Note
Module 2: Designing a Workstation Installation and Upgrade Strategy 5


Determining Current Installation Strategies

Gather Information About Current
Strategy

How are installations and
upgrades currently performed?

Who performs installations and
upgrades?

How long do they take?

Determine Technologies
Currently Used

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Your plan for workstation installations and upgrades must identify the
organization’s current installation and upgrade strategy.
Gather Information About Current Strategy
Gather the following information:

Which technologies are currently used in the organization?

How many, and how often are installations and upgrades currently
performed?

Who performs these installations and upgrades?

How much time does it currently take to perform these installations and
upgrades?

What is the current strategy for providing a client computer and operating
system to new employees?

What is the current strategy for upgrading client computer operating
systems for existing client computers?

This information will enable you to identify the organization’s current strategy
for operating system installations and upgrades on client computers. It will help
you to choose the correct installation strategies for future installations of
Windows 2000 Professional and Windows XP.
Topic Objective
To determine the
organization’s current
methods and strategies for
operating system
installations and upgrades.
Lead-in
For the design of your
installation and upgrade
plan, you must determine
which methods the
organization currently uses
for operating system
installations and upgrades
on its client computers.
6 Module 2: Designing a Workstation Installation and Upgrade Strategy


Determine Technologies Currently Used
The methods and technologies currently in use may affect how the organization
performs installations and upgrades. Identify the tools and services currently in
use.
These are some of the methods that you may be using to perform installations
and upgrades of your current operating systems:

Manual installation from disk and compact disc

Restarting from compact disc

Network installation from a server

Unattended answer files

Third-party imaging tools

Such methods have limitations when compared with the features provided by
Microsoft technologies for CCM. Limitations include the inability to perform
the installations and upgrades remotely, the time and effort taken to perform
them, and the complexity of the tools and scripts used.
It is important to identify the number of installations and upgrades that are
typically performed, in addition to their frequency. This will help you to
determine which of your workstation installation and upgrade business needs
will be met by specific CCM technologies.
Identify who is responsible for performing client computer installations and
upgrades and plan a strategy for creating teams to carry out future installations
and upgrades. You may need to consider additional training for Information
Technology (IT) staff to ensure that they have the appropriate skill levels for the
implementation of CCM technologies.
It is useful to determine how much time individuals currently spend on
installations and upgrades, so that you can identify savings through the use of
CCM technologies. Expect to see improvements in total cost of ownership
(TCO) in relation to the amount of user down time, administrative time, and the
speed of installations and upgrades.
Module 2: Designing a Workstation Installation and Upgrade Strategy 7



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Determining the Organizational Requirements

Determining Types of Operating System Planned

Determining Operating System Deployment Goals

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It is crucial that you have a good understanding of the organization’s
requirements for installations and upgrades of client computer operating
systems. From these business needs, you will be able to identify the benefits
that CCM technologies can bring.
In this section, you will learn how to identify the organization’s future
requirements for operating system installation and upgrades.
Topic Objective
To determine the
organization’s requirements
for installations and
upgrades of the client
computer operating
systems.
Lead-in
You must know what the
organization’s ultimate goals
are for the provision of
operating system
installations and upgrades
on client computers.
8 Module 2: Designing a Workstation Installation and Upgrade Strategy


Determining Types of Operating System Planned

Clean Operating System Installations

Operating System Upgrades

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An organization may plan to use both clean operating system installations and
operating system upgrades on its client computers.
Clean Operating System Installations
The term clean installation means the deployment of a new operating system to
a computer where there is currently no operating system installed. This
normally refers to a system that has had its previous operating system removed
or its hardware configuration changed significantly. These situations are also
called fresh installations. The term reconfiguration can also be used to refer to
the replacement of an operating system on a computer.
Operating System Upgrades
The term upgrade refers to a situation in which an operating system installation
upgrades an existing operating system to a new version. This type of upgrade
usually maintains existing application and user settings, and is often called an
in-place upgrade.
You must determine which of these methods is appropriate to an organization’s
operating system installation and upgrade plan. If you know which method the
organization wants to use, you can develop the CCM infrastructure to make the
best use of the available technologies.
Topic Objective
To identify any specific
needs that the organization
has for its installation or
upgrade plans.
Lead-in
Identifying the needs of an
organization begins by
looking at its primary
reasons and goals for
performing installations and
upgrades.
Module 2: Designing a Workstation Installation and Upgrade Strategy 9


Determining Operating System Deployment Goals

Determine the Operating System Deployment Goals

Default operating system configurations

Standard corporate desktop images

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The organization may have varying needs for the types of operating system
deployment required, and one of the following two methods can meet these
needs:

Default operating system configurations
These are basic operating system configurations, without any customized
settings or applications installed.

Standard corporate desktop images
These are operating system configurations that incorporate customized user
settings and applications.

It is important to identify these differing needs, because some operating system
deployment technologies do not support both requirements.
Topic Objective
To identify any specific
needs the organization may
have for operating system
deployment.
Lead-in
You must understand the
organization’s goals for
operating system
deployment.
10 Module 2: Designing a Workstation Installation and Upgrade Strategy



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Identifying Clean Operating System Installation
Options

Manual CD-ROM
Installation

Manual Over-the-
Network Installation

Unattended Setup

System Preparation
Tool (Sysprep)

Remote Installation
Services
RIS Server
RIS Server
Sysprep
Sysprep
Manual
Installation
Manual
Installation

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There are various options available in Windows 2000 to provide a clean
installation of Windows 2000 Professional. You must identify the options and
research their advantages and disadvantages. This enables you to make an
educated decision regarding which options meet the organization’s
requirements.
The options for performing a clean installation of Windows 2000 Professional
are as follows:
Manual Installation Methods

Manual CD-ROM installation

Manual over-the-network installation

Automated Installation Methods

Unattended Setup (Setup Manager)

System Preparation Tool (Sysprep)

Remote Installation Services (RIS)

When compared with the manual installation options, the automated
deployment options provide an organization with more benefits and, therefore,
would be recommended as part of a CCM plan. However, each of these
automated installation options works and provides benefits in different ways.
The next sections will describe only the automated deployment options and
cover the situations in which they are most useful, their advantages and
disadvantages, and their interdependencies.
Topic Objective
To identify possible
operating system installation
options.
Lead-in
You must be aware of the
different technologies
available for clean operating
system installations.
Delivery Tip
Ask students for their
experiences with the
installation options listed
here.

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