Microsoft® Windows® Server2003
Deployment Kit
Planning, Testing,
and Piloting
Deployment Projects
A Resource Kit Publication
Microsoft Corporation
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Contentsvii
Contents at a glance
INTRODUCTION xiii
CHAPTER 1 Planning for Deployment 1
CHAPTER 2 Designing a Test Environment 31
CHAPTER 3 Planning and Testing for Application Deployment 77
CHAPTER 4 Designing a Pilot Project 183
GLOSSARY 213
INDEX 225
Contentsvii
Contents
INTRODUCTION xiii
Deployment Kit Compact Disc xiv
Document Conventions xv
Support Policy xix
CHAPTER 1 Planning for Deployment 1
Overview of the Deployment Planning Process 2
Choosing a Deployment Planning Framework 2
MSF Team Model Overview 4
MSF Process Model Overview 5
Defining Project Scope and Objectives 6
Assessing the Current Environment 7
Conducting Hardware and Software Inventories 7
Conducting a Hardware Inventory 8
Conducting a Software Inventory 8
Determining Hardware Requirements 10
Assessing Your Network Infrastructure 11
Assessing Your IT Environment 13
Creating and Testing Functional Designs 14
Testing and Conducting the Pilot 28
Rolling Out the Deployment 28
Additional Resources 29
CHAPTER 2 Designing a Test Environment 31
Overview of Designing a Test Environment 32
Test Environment Design and Testing Process 32
Using the Test Lab Throughout the Project Life Cycle 34
Setting Up a Preliminary Test Lab 35
Creating a Test Plan 35
Defining Testing Scope and Objectives 36
Defining Testing Methodology 37
Identifying Required Resources 37
Identifying the Features and Functions to Test 38
Identifying Risk Factors 39
Establishing a Testing Schedule 39
Planning the Test Lab 39
Evaluating Test Lab Models 41
Upgrading an Existing Test Lab vs. Building a New Test Lab 41
Ad Hoc Test Lab vs. Permanent Test Lab 42
Centralized Test Lab vs. Distributed Test Lab 44
Selecting a Test Lab Location 46
Designing the Test Lab 48
Gathering Information About the Current and Proposed Environments 49
Documenting the Test Lab Configuration 49
Test Lab Description 50
Test Lab Diagrams 52
Simulating the Proposed Server Environment 56
Simulating the Proposed Client Computer Environment 59
Designing Domains for Testing 62
Developing the Test Lab 64
Assigning a Test Lab Manager 65
Building the Test Lab 66
Developing Test Lab Guidelines and Procedures 67
Developing an Escalation Plan 68
Developing an Incident-Tracking System 69
Designing Test Cases 70
Conducting Tests 72
Using the Test Lab After Deployment 75
Additional Resources 76
CHAPTER 3 Planning and Testing for Application Deployment 77
Overview of Testing and Deploying Applications 78
Application Testing and Deployment Process 78
Application Compatibility Testing Within the Project Life Cycle 80
Application Compatibility Fundamentals 81
Common Compatibility Problems 81
Application Compatibility Solutions 83
Application Compatibility Tools 85
Defining Application Deployment Project Scope and Objectives 87
Generating an Application Inventory 89
Using the Application Compatibility Analyzer to Generate
an Application Inventory 90
Organizing and Analyzing Inventory Data 92
Defining Project Constraints and Risks 95
Planning for Server Application Compatibility 96
Inventory Considerations for Server Applications 98
Obtaining ISV Support for Server Applications 98
Special Considerations for Server Applications 99
Internet Explorer Enhanced Security Configuration 102
Testing Applications for Compatibility with the
Enhanced Security Configuration 103
Modifying Enhanced Security Configuration Settings 104
Creating an Application Compatibility Test Plan 107
Defining a Test Methodology 109
Identifying the Applications to Test 109
Preparing for Application Testing 111
Setting Up a Test Lab 113
Determining a Lab Strategy 113
Configuring the Lab 114
Installing Application Testing Tools 115
Installing Debugging Tools 116
Gathering Application Information 118
Developing Test Cases 119
Using Windows Fundamentals Test Methodology 120
Using the Windows Applications Exploratory Test Methodology 125
Testing for and Resolving Compatibility Problems 127
Testing Applications 129
Testing with Windows Application Verifier 130
Applying and Testing Solutions with Compatibility Administrator 133
Strategies for Using Compatibility Administrator 134
Applying and Testing Application Compatibility Fixes 136
Applying and Testing Compatibility Modes 138
Creating Custom Compatibility Modes 140
Creating Custom Application Help Messages 141
Determining the Application Compatibility Fix to Apply 142
Identifying Strategies for Resolving Special Problems 158
Deploying and Distributing Applications and .Sdb Files 161
Reviewing Application Deployment and Distribution Tools 163
Deploying Applications and .Sdb Files 168
Deploying Applications and .Sdb Files During
Unattended Installations 169
Deploying Applications and .Sdb Files During
Image-based Installations 172
Deploying Applications and .Sdb Files During RIS Installations 174
Distributing Applications and .Sdb Files 176
Distributing Applications and .Sdb Files Using Group
Policy Installation 176
Distributing Applications and .Sdb Files Using Logon Scripts 177
Distributing Patches and .Sdb Files Using SUS 178
Distributing Applications and .Sdb Files Using SMS 179
Additional Resources 179
CHAPTER 4 Designing a Pilot Project 183
Overview of Designing a Pilot Project 184
Process for Designing a Pilot Project 184
Pilot Planning and Deployment Within the Project Cycle 186
Creating a Pilot Plan 186
Defining the Pilot Scope and Objectives 188
Defining Pilot Objectives 188
Defining Pilot Scope 189
Defining the Pilot Group 190
Creating Pilot Plan Documents 192
Creating a Pilot Training Plan 192
Creating a Pilot Support Plan 193
Creating a Communication Plan 195
Creating an Evaluation Plan 196
Creating a Risk and Contingency Plan 196
Creating a Backup and Recovery Plan 196
Creating a Pilot Schedule 198
Preparing for the Pilot 199
Preparing Pilot Sites 201
Preparing Pilot Participants 202
Testing the Rollout Process 203
Deploying and Testing the Pilot 204
Evaluating the Pilot 208
Obtaining Feedback 209
Deciding the Next Step 210
Preparing for Production Deployment 211
Additional Resources 212
GLOSSARY 213
INDEX 225
Contentsvii
Acknowledgments
Microsoft would like to thank the following people for their contributions:
Book Lead: William Gruber
Writers: Jim Bevan, Sandra Faucett, Suzanne Girardot, William Gruber, David Maguire, Joyce Nessif, Ellen Zehr
Book Editor: Ann Becherer
Editors: Nona Allison, Ann Becherer, Bonnie Birger, Dale Callison, Tyler Parris, Dee Teodoro, Scott Turnbull, Jen Witsoe
Documentation Manager: Pilar Ackerman
Writing Lead: Cheryl Jenkins
Editing Leads: Laura Graham, Kate O’Leary, Scott Somohano
Lab Management: Robert Thingwold, David Meyer
Project Managers: Clifton Hall, Paulette McKay, Neil Orint
Online Components Writing Team: Peter Costantini, Eve Gordon, Amy Groncznack, Lola Gunter, Sean Loosier, Irfan Mirza, Gary Moore, Chris Revelle, Kim Simmons, Greg Stemp, Dean Tsaltas, Kelly Vomacka
Online Components Editing Team: Anika Nelson, Kate Robinson, Dee Teodoro
Windows Server Resource Kit Tools Program Managers: Majdi Badarin, Clark Gilder
Resource Kit Tools Software Development and Test Team: Sameer Garde, Sunil Gummalla, Venu Somineni, Kendra Yourtee, Scott Smith, John Turner
Publishing Team: Barbara Arend, Jon Billow, Chris Blanton, Eric Camplin, Yong Ok Chung, Andrea DeGrazia, Julie Geren, Jason Hershey, Michael Howe, Richard Min, Cornel Moiceanu, Rochelle Parry, David Pearlstein, Mark Pengra, Steve Pyron, Ben Rangel, Lee Ross, Tony Ross, Gino Sega, Amy Shear, Karla van der Hoeven, Gabriel Varela, Ken Western, Matt Winberry
Key Technical Reviewers: Linda Apsley, Jim Thatcher
Technical Reviewers: Sawson Alboti, Chuck Archer, Strohm Armstrong, Chris Aschauer, Shala Brandolini, Ross Carter, Eric Deily, Cindy Du, Kelly Gachet, Paul Haynes, Raluca Hera, Mark Hervol, Deborah R. Jay, Ryan Marshall, Shawn McFarland, David Meyer, Bryce Milton, Brunda Nagalingaiah, Sundaram Narayanan, Doug Neal, Paul Pagel, Todd Phillips, Chris Reinhold, Allison Robin, Michael Sciacqua, Bill Shihara, Sharon Slade, Doug Steen, Robert Thingwold, Shawn Webb, Roland Winkler, Jill Zoeller
Special thanks to Martin DelRe for his support and sponsorship. Without his contribution, the publication of this kit would not have been possible.
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