Microsoft® Windows®
Server 2003
Deployment Kit
Planning, Testing,
and Piloting
Deployment Projects
A Resource Kit Publication
Microsoft Corporation
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Document No. X09-46578
Printed in the United States of America.
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
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
vi Contents
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
Contents vii
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
viii Contents
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
Contents ix
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
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.