Contents
Overview 1
Introduction to Change and Configuration
Management 2
Defining the Requirements for CCM 9
Defining the CCM Solution 26
Selecting a Course of Action 35
Review 41

Module 1: Introduction
to Change and
Configuration
Management Design

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
Define the CCM solution by assessing available technology options.

Select an appropriate course of action to meet the business needs.

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_01.ppt

Module 1, “Introduction to Change and Configuration Management Design”

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

• Emphasize that new CCM deployments must be implemented as a
structured process.

Defining the Requirements for CCM
In this section, students learn how to define the requirements for CCM
based on an assessment of job roles, user locations, and organizational
factors such as corporate policy and security. Take the following actions:
• Describe the key elements of CCM: operating system deployment,
application management, computer settings management, user settings
management, and user data management.
• Emphasize that customers should design configurations based on
classification of users—for example, based on job role and location.
Note that the requirements of each customer are unique.

Defining the CCM Solution
In this section, students assess the choice of available CCM technologies.
Students consider the respective benefits and drawbacks. Take the following
actions:
• Explain that Microsoft delivers a rich management infrastructure in the
Windows operating system by means of Group Policy, Remote
Installation Services (RIS), and Terminal Services. In addition to these
technologies provided in Windows, Microsoft provides Systems
Management Server (SMS) to promote advanced CCM capabilities.
• Emphasize that most enterprise-class organizations want to consider
more than just the in-the-box solutions. SMS is a valuable component
that delivers advanced software distribution capabilities.
• Make it clear that CCM technologies do not exist exclusively for CCM.
Some, like the Active Directory
™
directory service, are built into the

needs, many organizations are moving toward a highly managed computing
environment based on a successfully designed Change and Configuration
Management (CCM) infrastructure. In this module, you will learn how to
analyze such needs and develop a plan for a CCM infrastructure that will meet
them.
After completing this module, you will be able to:

Describe the need for a well-defined and correctly deployed CCM
infrastructure.

Define the requirements for CCM by documenting the business needs and
current environment of an organization.

Define the CCM solution by assessing available technology options.

Select an appropriate course of action 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 change and
configuration management
and how it is implemented.
2 Module 1: Introduction to Change and Configuration Management Design 

®
Windows
®
2000 and Microsoft
Windows XP, in addition to Microsoft Systems Management Server (SMS), can
be used as part of the CCM infrastructure, by facilitating changes to user
settings and client computers with minimal impact. To use these technologies
effectively, it is crucial that you develop a CCM plan that defines the resources
to be managed and the management processes to be implemented.

Topic Objective
To introduce CCM, to
describe its key elements,
and to introduce the
organizational structures
required for CCM.
Lead-in
The definition of Change
and Configuration
Management is the
management processes and
software tools required to
manage an IT infrastructure
proactively.
Module 1: Introduction to Change and Configuration Management Design 3 The Need for CCM

Complete Administration Tasks Faster

Effectively Target IT Staff
IT staff spend a lot of time manually installing, upgrading, and removing
software from client computers. They also spend time answering support calls
and visiting client computers to conduct management activities. With CCM, the
overhead can be reduced in terms of time taken for both ongoing maintenance
and support calls. Hence, CCM provides a means to allocate staff more
appropriately.
Reduce User Down Time
Computer availability directly affects user productivity. For example, when a
client computer fails or when there are delays in providing newly appointed
staff with computers, productivity suffers. Use of a CCM infrastructure can
reduce the amount of time users spend waiting for new or upgraded software to
be installed. It can also speed up the process of software installation or repair.
Topic Objective
To describe the benefits of
CCM.
Lead-in
An efficiently managed
network is less costly to run
than an inefficiently
managed one.
4 Module 1: Introduction to Change and Configuration Management Design Increase Information Accessibility
By using CCM technologies, users’ data, settings, and applications can be
available at any client computer. Even user data that is saved to the network can
be made available when network resources are not present.
Increase Management Control
With existing installation technologies, it can be difficult to control which users

Automated OS Installations and Upgrades

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CCM involves the definition and deployment of configurations to meet the
technical and organizational requirements. A key element of CCM is the ability
to administratively make a change once (for example, perform a task, define
some settings), and then replicate that change broadly to many users and
computers.
You can use a CCM infrastructure to simplify or automate a number of system
management tasks:

Operating system installation
As new computers are delivered and new operating systems are released,
organizations must install and upgrade client computer operating systems.

Software Distribution
CCM tools enable a fast, efficient method of deploying software upgrades
and updates, including service packs and software patches.

Computer settings management
CCM tools enable common configurations to be defined and applied by
policy. Changes to the settings can be applied to all computers in a group,
rather than individually, simplifying ongoing administration.
Topic Objective
To describe the features of
CCM.

environment

Follow a Process to Implement a CCM Infrastructure

Analyze business requirements and assess appropriate
technologies

Create a CCM Design Team

Employ a multidisciplinary team that shares responsibilities and
balances competencies

Determine and Agree on the Organizational Goals

Identify the criteria that will define the success of the CCM project

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You must consider the deployment of CCM technologies as a project. To
maximize the project’s chances of success, you must understand the existing
CCM process, follow a process to implement a CCM infrastructure, create a
CCM design team, and then determine and agree on the organizational goals.
Understand the Existing CCM Process
When developing a CCM infrastructure, consider how the organization
currently manages changes to its computing environment. You must determine
the process that is in place—it may be similar to the one already described. You
can then determine the CCM technologies required. The CCM features in SMS,

infrastructure. One option is to employ the Microsoft Solutions Framework
(MSF) team model. Under the MSF model, teams are small and
multidisciplinary. Team members share responsibilities and balance each
other’s competencies to focus on the project.
To follow and align your team with this model, include the following six roles
in the CCM design team:

Product Management. Acts as the customer advocate for the team and the
team advocate to the customer.

Program Management. Acts as a leader, facilitator, and coordinator of the
project, but does not act as the boss.

Development. Designs and develops the CCM infrastructure.

Testing. Ensures that the status of the project is accurately portrayed by
clearly stating what is currently wrong and right with the project.

Logistics Management. Acts as a team advocate to operations and the
operations advocate to the team—for example, ensuring that physical
requirements are provided for deployment.

User Education. Designs user and team training systems. For more information about Microsoft Solutions Framework, see the
Microsoft Solutions Framework White Paper on the Student Materials compact
disc.

Determine and Agree on the Organizational Goals

Determining CCM Needs

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When creating a design for a CCM implementation, you need a deep
understanding of the organizational environment. You may be familiar with the
technologies already, but it is very important at this stage that the business
needs of the organization, rather than the capabilities of the technologies, guide
the design process.
To provide a baseline, the design process must start with an analysis of the
organization's current environment. You must also understand the types and
working practices of the users, in addition to existing and planned computer
configurations and locations.
If you fail to plan the implementation of a CCM infrastructure, the deployment
process may take longer than expected, or may fail to meet the needs of the
business when the project is complete. As a designer, it is important to
understand the business motivations for adopting a CCM infrastructure, and the
potential business benefits that can an adequate design process can deliver.
In this section, you will learn about defining the requirements for CCM in terms
of the computers, their users, and the environments in which the computers and
users are found.
Topic Objective
To collect information and
define requirements for the
CCM infrastructure.
Lead-in
It is as important to define

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It is important to identify both the organizational and technical scope for CCM.
The rationale is simple: A CCM infrastructure will be deployed to meet the
needs of a defined set of users and to manage a clearly defined computing
environment. Defining scope is important to set user expectations and to enable

As part of your Windows 2000 or Windows XP deployment, you must have a
detailed plan of the organization's network infrastructure. This plan includes the
location of:

Domain controllers and member servers.

Site configuration.

The speed of links on and between sites.

The available bandwidth between sites.

Servers providing specific services, such as Domain Name System (DNS)
and Dynamic Host Configuration Protocol (DHCP).

Interfaces with infrastructure elements outside the scope of CCM, such as
firewalls, networking equipment, and systems running other operating
systems.

It is useful to develop a diagram of the network, and a logical representation of
servers and services on the network. In such a diagram, you can confirm which
elements of the computing environment the CCM infrastructure will manage,
and where the boundaries lie between managed and unmanaged elements. If
you do not have a network diagram, use a tool such as Microsoft Visio 2000
Professional Edition to create one.
12 Module 1: Introduction to Change and Configuration Management Design Collecting Key Information
Assess the readiness of the network

Determine how to combine these categories with any organizational
considerations to create standard configurations.

Assess the readiness of the existing network for CCM deployment.

Incorporate organizational factors such as corporate policy and security.

Your goal for this data collection process is to document the organization's
CCM requirements and the current level of change and configuration
management implemented. From this, you can plan how the Windows 2000
and/or Windows XP technologies will meet the needs of the organization.
Topic Objective
To explain how to collect
key information.
Lead-in
Your users are unique, but
they share characteristics
with other organizations.
Module 1: Introduction to Change and Configuration Management Design 13 The sections that follow give generic categories of user types, locations, and
configurations, which may be used as a starting point for your own
classifications. It is likely that your users will include many of the
characteristics described, in varying quantities. Determine the user categories
that are most appropriate for your own organization. For example, you may
categorize all of your sales staff as knowledge workers, but some may also be
categorized as stationary users or traveling workers.

Document this research process. This will provide guidance when you

•Researchers
•Salespeople
Process Workers
Process Workers
Process Workers
•Receptionists
•Claims Processors
•Accounts Payable Clerks
•Receptionists
•Claims Processors
•Accounts Payable Clerks
Data-Entry Workers
Data
Data
-
-
Entry Workers
Entry Workers
•Bank Tellers
•Data-Entry Personnel
•Factory Line Workers
•Bank Tellers
•Data-Entry Personnel
•Factory Line Workers

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services.
Module 1: Introduction to Change and Configuration Management Design 15 Data-Entry Workers
Data-entry workers use computers to enter data that will then be available for
other corporate functions. Data-entry workers are dedicated to a single task and
normally use a single line-of-business application (or a small number of related
applications) to do their jobs. Bank tellers, data-entry personnel, and factory
line workers typically fall into this category.