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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change without notice. Unless otherwise noted, the example companies, organizations, products,
domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious,

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

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

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.


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


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 



Determining the Operating System Environment

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

*****************************
ILLEGAL FOR NON
-
TRAINER USE
******************************
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

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

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

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 



Determining the Organizational Requirements

Determining Types of Operating System Planned

Determining Operating System Deployment Goals

*****************************
ILLEGAL FOR NON
-
TRAINER USE
******************************
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

******************************
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

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 



Identifying Clean Operating System Installation
Options

Manual CD-ROM
Installation

Manual Over-the-
Network Installation

Unattended Setup

System Preparation


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.