Software Packaging Process Best Practices

1. Software Packaging Process Best Practices The Key to a Successful Business Desktop Deployment Implementation Speaker: Nelson Ruest © 2005, Resolutions Enterprises Ltd.

2. Speaker Background • Senior enterprise consultant with over 20 years experience in migration, planning and network, PC and server design • MVP, MCSE, MCT • Co-author of: • Preparing for .NET Enterprise Technologies from Addison Wesley • Windows Server 2003 Best Practices for Enterprise Deployments from McGraw-Hill Osborne • Windows Server 2003 Pocket Administrator from McGraw-Hill Osborne • Coming book: Enterprise Software Packaging Patterns and Practices • Freelance writer for several IT publications • Resolutions Enterprises Ltd. www.Reso-Net.com © 2005, Resolutions Enterprises Ltd.

3. Agenda • Introduction • Business Desktop Deployment Overview • Enhancing the BDD with AdminStudio Solutions • Using Workflow Manager • Using AdminStudio • Getting the Most from the BDD © 2005, Resolutions Enterprises Ltd.

4. Introduction • Challenge • PC deployment is still a complex task for most organizations • The same goes for software management • Microsoft has developed the Business Desktop Deployment (BDD) Solution Accelerator • BDD Objectives: • Provide comprehensive processes for desktop deployment • Reduce the total cost of ownership for Windows PCs • Objectives of this Presentation • Increase the benefits you can draw from the BDD • Reduce the total cost of ownership for software products • Gain mastery over the software management process in your enterprise © 2005, Resolutions Enterprises Ltd.

5. Business Desktop Deployment is a comprehensive set of tools, processes, and guidance for planning, building, and deploying Windows XP, and Office 2003 BDD leverages commercially available software and custom scripts combined with real world experience and guidance to create an end-to-end solution for migrating PCs BDD is available as a free download to Partners and Customers Solution Accelerator for BDD © 2005, Resolutions Enterprises Ltd.

6. BDD Overview • Publicly available download • Architectural guidance • Procedural and project planning guidance (using Microsoft Solution Framework) • Technical aids • Scripts, tools • Checklists and sample templates • Real-world application • Automate master desktop creation • Lite-Touch Deployment • Leverage enterprise tools in smaller environments • Reduce the cost repetitive deployment © 2005, Resolutions Enterprises Ltd.

7. Why the Business Desktop? • Standard configuration: • Easier to support • Easier to deploy • Easier to maintain • Desktop security: • Secure when installed • Secure from common attacks • Secure over time • Latest technology: • Up-to-date support for compelling hardware and software advances © 2005, Resolutions Enterprises Ltd.

8. BDD Addresses this through… • Inventory of existing production Windows workstations for installed applications and hardware configuration • Compatibility testing and remediation planning of these applications with respect to Windows XP • Use of automation techniques for scripting the “hands-free” installation of Windows XP-compatible applications • Packaging and customizing of Microsoft Office for “hands-free” installation • Review of current network topology to plan the deployment • Integration of processes and technologies for migrating user data, settings, and preferences from one operating system to another • Application of a robust process of scripts and technologies for creating workstation images • Deployment planning best practices • Use of a deployment wizard to coordinate the data migration and imaging process • Guidance for managing all of these processes and technologies in concert with one another to produce a comprehensive and integrated deployment © 2005, Resolutions Enterprises Ltd.

9. Feature Teams • Specific guidance for specialist teams • These teams are called “Feature Teams” — each team is responsible for developing or solving a “feature” of the deployment • The feature team guides provide information on specific technical areas • BDD documentation – about 50 pages per Feature Team © 2005, Resolutions Enterprises Ltd.

10. BDD Folder Structure BDD Structure after installing Enterprise Edition BDD Structure after installing Standard Edition Note: Designed for medium-sized customers with more than 250 PCs Note: Designed for enterprise-sized customers with more than 500 PCs © 2005, Resolutions Enterprises Ltd.

11. Solution Accelerator for BDD — Standard Edition Overview © 2005, Resolutions Enterprises Ltd.

12. Solution Accelerator for BDD — Enterprise Edition Overview © 2005, Resolutions Enterprises Ltd.

13. BDD Technology Checklist © 2005, Resolutions Enterprises Ltd.

14. Where can Macrovision help? • Workflow Manager can assist through the implementation of comprehensive workflows for the implementation of the BDD • FLEXnet AdminStudio can assist by providing a fully-functional integrated packaging environment which helps create better and more fully tested automated installations for software products © 2005, Resolutions Enterprises Ltd.

15. Integrated, Functional Workflow for BDD • The Elements of the BDD Workflow © 2005, Resolutions Enterprises Ltd.

16. Phase A • Focus on: • Business Case and, once it is approved • Preparation of both the Project Plan and the Project Teams • The last two steps can be executed in parallel, since it may take some time to have the plan finalized, as well as some time to select all members for each team © 2005, Resolutions Enterprises Ltd.

17. Phase B • Consists of an infrastructure review • It ensures that all the supporting components of the BDD are in place and function properly • This step feeds both of the following phases because the infrastructure requirements affect different elements of both phases © 2005, Resolutions Enterprises Ltd.

18. Phase C • Deals with inventories, both for hardware as software • These inventories will drive the remainder of the solution until every element is in place • Move on to a rationalization of the content of your network (hardware and software); this will directly impact the scope of the activities in Phase C © 2005, Resolutions Enterprises Ltd.

19. Phase D • Uses inputs from both Phase B and Phase C to complete the BDD tasks © 2005, Resolutions Enterprises Ltd.

20. Using a Detailed Workflow for Phase C • Software management is the most important aspect of the BDD since it is the biggest amount of work • Covers two scenarios: • The packaging component required to put the BDD in place • Provisioning systems and software management once the BDD is in place © 2005, Resolutions Enterprises Ltd.

21. A Comprehensive Packaging Workflow © 2005, Resolutions Enterprises Ltd.

22. Use AdminStudio to Implement Phase C • Workflow Manager • Controls all of the steps required for proper packaging strategies • AdminStudio • Helps improve the quality of your packages as well as provide you with a complete software component management system © 2005, Resolutions Enterprises Ltd.

23. Using a Project Template in FLEXnet AdminStudio © 2005, Resolutions Enterprises Ltd.

24. Workflow Manager • Can provide comprehensive reports regarding project status © 2005, Resolutions Enterprises Ltd.

25. Conclusion • The Microsoft Business Desktop Deployment solution is designed to help you make the most of your Windows-based networks • Adding FLEXnet AdminStudio and FLEXnet AdminStudio Workflow Manager to the equation can only improve the BDD process because it supplements two key areas of the BDD: • Packaging • Integrated Workflows © 2005, Resolutions Enterprises Ltd.

26. Questions? • Nelson RuestResolutions Enterprises Ltd. • nruest@reso-net.com • 250.592.5721 Thank You! © 2005, Resolutions Enterprises Ltd.

27. For More Information • Mastering Software Management http://www.macrovision.com/products/flexnet_adminstudio/adminstudio/resources/index.shtml • The 20Commandments of Software Packaging http://www.mcpmag.com/techlibrary/resources.asp?id=80 • Garbage In, Garbage Out! Controlling Quality in Software Packageshttp://mcpmag.com/techlibrary/installshield/download.asp?id=11739 • BDD Standard Edition:http://www.microsoft.com/technet/desktopdeployment/bdd/standard/default.mspx. • BDD Enterprise Edition:http://www.microsoft.com/technet/desktopdeployment/bdd/enterprise/default.mspx • Comparing FLEXnet AdminStudio SMS Edition with the full-featured FLEXnet AdminStudiohttp://www.macrovision.com/products/flexnet_adminstudio/adminstudio/editions/sms.shtml © 2005, Resolutions Enterprises Ltd.