Module 1

Planning Windows Server® 2008 Deployment

Module Overview

• Overview of Change Management

• Planning a Single-Server Installation

• Performing a Single-Server Installation

• Automating Windows Server 2008 Deployment

Lesson 1: Overview of Change Management

• Discussion: What Is Change Management?

• Considerations for Managing Change

• What Is ITIL?

• What Are ITIL Books?

• What Is MOF?

• What Is Project Management?

• What Are Service-Level Agreements?

• What Are Microsoft Solution Accelerators?

Discussion: What Is Change Management?

• What is change?

• How does your organization address change management?

• Are there some situations in which change management is more important than others?

• What are the benefits of change management?

• Are there situations in which the normal change process cannot be followed?

Considerations for Managing Change

Change management should:

• Use a consistent process

• Be supported by the organization

• Not be optional

What Is ITIL?

ITIL is the de facto standard for IT service management.

Characteristics of ITIL:

• Is process oriented

• Strives for continual improvement

• Focuses on customers

• Includes best practices for IT management

• Is technology independent

• Provides high-level guidance

What Are ITIL Books?

ITIL has five core books:

• Service Strategy – What services to offer

• Service Design – How to offer services

• Service Transition – Implementing services

• Service Operation – Using and maintaining services

• Continual Service Improvement – Creatingadditional value

What Is MOF?

MOF describes a life cycle that can be applied to systems of any size.

The quadrants of MOF are:

• Changing

• Operating

• Supporting

• Optimizing

What Is Project Management?

A set of techniques used to achieve a desired result on time, within budget, and according to specification

• Initiation (scoping)

• Planning and design

• Executing

• Monitoring and controlling

• Closing

What Are Service-Level Agreements?

An SLA:

• Is an agreement that defines service expectations

• Includes a regular time for maintenance

Types of SLAs

• Internal

• External

• Informal

What Are Microsoft Solution Accelerators?

Microsoft Solution Accelerators are free tools and guidance on how to implement Microsoft technologies.

They include:

• Microsoft Assessment and Planning Toolkit

• Infrastructure Planning and Design Guides for Windows Server

• Microsoft Deployment Toolkit

• Windows Server 2008 Security Compliance Management Toolkit

• Hyper-V™ Security Guide

Lesson 2: Planning a Single-Server Installation

• Windows Server 2008 Editions

• Ways to Obtain Licenses

• Considerations for Client Access Licenses

• Considerations for Virtualization

• Considerations for Server Activation

• Considerations for Consolidating Server Roles

• What Is the Microsoft Assessment and Planning Toolkit?

Windows Server 2008 Editions

Windows Server 2008 Editions

• Windows Web Server 2008

• Windows Server 2008 Foundation

• Windows Server 2008 Standard

• Windows Server 2008 Enterprise

• Windows Server 2008 Datacenter

Ways to Obtain Licenses

Note: Downgrade rights are included in all cases.

You can obtain server licenses via:

• Retail: These licenses are purchase from an online or physical retailer

• OEM: These licenses are purchased with new hardware

• Volume license: Microsoft has a variety of volume license programs for purchasing multiple copies of Microsoft software

Considerations for Client Access Licenses

You should consider the following points:

• All users or devices accessing Windows Server 2008 require a Windows Server 2008 CAL

• Choose per-server or per-seat licensing

• Chose user or device CALs

• Be aware of other types of CALs:

• Terminal Services CALs

• Rights Management Services CALs

• External Connector licenses

Considerations for Virtualization

You should consider the following points:

• Hyper-V is part of Standard, Enterprise, and Datacenter editions

• Windows Server 2008 CALs are required to access virtual machines running on a Hyper-V host

Edition Virtual Image Licenses

Standard 1

Enterprise 4

Datacenter Unlimited

Considerations for Server Activation

You should consider the following points:

• Activation prevents a product key from being used on an unauthorized computer

• An unactivated computer becomes unlicensed after 60 days

• Hardware changes may force reactivation within three days

• A Key Management Service (KMS) can be used to proxy activation for servers without Internet access

• A multiple activation key can be used more than one time but is still limited

Considerations for Consolidating Server Roles

You should:

• Avoid resource bottlenecks when combining server roles

• Avoid combining server roles with different security requirements

• Avoid combining server roles that experience peak usage at the same time

• Consider combining domain controllers and DNS servers to take advantage of Active Directory–enabled zones

• Consider giving each application a separate server to simplify server maintenance

• Monitor performance to ensure that server role combinations will not cause a problem

What Is the Microsoft Assessment and Planning Toolkit?

A solution accelerator that is free for download

MAP scenarios for Windows Server 2008 deployment

• Windows Server 2008 Hardware Assessment

• Security Assessment

• Performance Monitoring

• Server Consolidation and Virtualization

Lesson 3: Performing a Single-Server Installation

• Considerations for Performing Server Upgrades

• Considerations for Migrating to Windows Server 2008

• Considerations for Implementing BitLocker®

• Considerations for Device Drivers

• Considerations for Application Compatibility

Considerations for Performing Server Upgrades

You should consider that:

• Only recognized settings are migrated

• Upgrades are possible only for Windows Server 2003 SP1 or later and Windows Server 2003 R2

• Itanium and Web editions cannot be upgraded

• Upgrades must be to the same or an upgraded edition

• The processor architecture must remain the same

• The language must remain the same

• You cannot upgrade to server core

Considerations for Migrating to Windows Server 2008

Considerations:

• Microsoft recommends a clean installation whenever possible

• The source server can be maintained for rollback

• There are no limitations on:

• The source operating system

• The processor architecture

• The language

• Applications must be reinstalled

• Clients must be redirected to the new server

Considerations for Implementing BitLocker

Bitlocker provides:

• Strong protection for data

• Protection for the operating system

Bitlocker requires:

• Separate boot and system volumes

• A Trusted Platform Module (TPM) version 1.2

Considerations for Device Drivers

Considerations:

• Most 32-bit drivers that work with Windows Server 2003 will also work with Windows Server 2008

• You must use 64-bit drivers for a 64-bit operating system

• By default, unsigned 64-bit drivers will not load

Considerations for Application Compatibility

Considerations

• Contact the vendor to ensure that applications are supported on Windows Server 2008

• Remember that the User Account Control (UAC) feature may prevent some applications from running on Windows Server 2008

• Directory junctions may prevent some applications from running on Windows Server 2008

• The application compatibility check during an upgrade is limited

• A 16-bit application cannot run a 64-bit version of Windows Server 2008

Lesson 4: Automating Windows Server 2008 Deployment

• Considerations for Automated Deployment

• What Is WAIK?

• Demonstration: Creating an Answer File

• Considerations for Using Windows Deployment Services (WDS)

• What Is the Microsoft Deployment Toolkit?

Considerations for Automated Deployment

You should consider that automated deployment:

• Limits user input during installation

• Creates a consistent configuration

• Makes deployment faster

• May make customization more difficult

• Requires a long lead time for testing

What Is WAIK?

The main WAIK tools are:

• Windows System Image Manager (WSIM)

• ImageX

• WAIK documentation, which includes:

• Windows Setup Technical Reference

• Windows System Image Manager Technical Reference

• ImageX Technical Reference

• Sysprep Technical Reference

Demonstration: Creating an Answer File

In this demonstration, you see how to:

• Create an answer file

Considerations for Using Windows Deployment Services (WDS)

Considerations:

• WDS provides centralized management of installation

• Pre-Boot Execution Environment (PXE) is used to start the installation process

• WDS can use multicasts to minimize network traffic

• The WindowsPE boot image must support the network adapter in your server

What Is the Microsoft Deployment Toolkit?

Tools and guidance for deploying Microsoft operating systems, including Windows Server 2008

Deployment approaches:

• Zero Touch Installation for System Center Configuration Manager (SCCM) 2007

• Zero Touch Installation for Systems Management Server (SMS) 2003

• Lite Touch Installation

Lab: Planning a Windows Server 2008 Deployment

• Exercise 1: Creating a Planning Flowchart for a Windows Server 2008 Deployment

• Exercise 2: Planning a Windows Server 2008 Deployment

Estimated time: 60 minutes

Lab Scenario

• A. Datum Corporation has a single head office with a single datacenter that hosts all servers. The servers in the datacenter are running a mix of Windows 2000 Server, Windows Server 2003, and Windows Server 2003 R2. The organization has entered into a new volume licensing agreement with Microsoft that allows all servers to be updated to Windows Server 2008.

• You have been tasked with creating a flowchart to help the IT staff in A. Datum Corporation decide how to upgrade or migrate individual servers to Windows Server 2008. This flowchart needs to help determine how the process is accomplished and which edition of Windows Server 2008 will be used.

• Several servers in the A. Datum Corporation datacenter have been identified as the first candidates for migration to Windows Server 2008. For each of these servers, you must determine the process to be used.

Module Review and Takeaways

• Review Questions