Microsoft Server Product Portfolio Customer Solution Case Study EDS Adopts IT Management Tools to Improve Internal Operations, Client Service Delivery Overview Country or Region: United States Industry: Technology services “Based on our experience, System Center is definitely ready for the enterprise.” Keith Halbert, Chief Information Officer, EDS Customer Profile Headquartered in Plano, Texas, EDS is a global technology services company with more than 120,000 employees. Business Situation EDS needed IT management solutions that were scalable enough to both support the company’s internal IT infrastructure and serve as a foundation for servicing its client base. Solution EDS met its IT management needs with Microsoft® System Center solutions, including Microsoft Systems Management Server 2003 and Microsoft Operations Manager 2005. Benefits Mission-critical reliability Enhanced security through centralized software distribution Improved employee productivity Significant cost savings Strong foundation for EDS service offerings With more than 3 million Windows®-based systems under management worldwide, technology services provider EDS is using Microsoft® System Center IT solutions to standardize and automate its IT operations. Microsoft Systems Management Server 2003 facilitates centralized software deployment and user support, which helps the company to keep its 90,000 computers around the globe secure and running smoothly, while Microsoft Operations Manager 2005 provides the detailed monitoring capabilities EDS needs to ensure that the servers supporting mission-critical systems such as e-mail remain up and running. Just as important, EDS is using System Center solutions to provide standardized service offerings to the clients whose IT infrastructures it manages and to deliver the high levels of reliability, security, and scalability that EDS itself enjoys. “With System Center, our jobs are easier because we get global scalability and a high degree of automation, both of which are of paramount importance to our success.” Matt Trevorrow, Vice President of Workplace Services Product Development, EDS Situation EDS is a leading global technology services company that serves clients in the manufacturing, financial services, healthcare, communications, energy, transportation, consumer, and retail industries, as well as governments around the world. The company’s portfolio of services includes application maintenance and development; business process outsourcing; and IT infrastructure management, including desktop services, hosting, storage, and networking. As a technology services provider to Fortune 500 companies, EDS faces a dual challenge: It must optimally manage its own global IT infrastructure, as well as create service offerings that enable EDS to manage the worldwide infrastructures of thousands of clients with the requisite levels of reliability, security, and scalability. “In my role, I need to look at our IT management needs in two ways,” says Keith Halbert, Chief Information Officer at EDS. “From one perspective, we’re a global enterprise with 100,000 PCs and several thousand servers, upon which we depend to run the business and service our clients. From the second perspective, we’re an IT services company with several thousand clients that, in many cases, are even larger than EDS itself. Given that challenge, how do we manage, support, and protect an IT infrastructure as globally distributed as ours, and how do we come up with standardized product and service offerings that can enable us to do the same for our clients?” The answer to that challenge is EDS’s Service Delivery Automation (SDA) initiative. “SDA forms the core of our future,” says Halbert. “It’s about putting the tools, processes, and capacity in place to best manage the EDS enterprise, and moving to a global delivery model that provides the same consistency and affordability for clients. To realize that goal, we need to understand what’s within our IT footprint, know what we want that footprint to look like, and push out the changes needed to make it so.” One area where EDS needed to standardize was in the distribution of software to user desktops, which employed methods ranging from the distribution of CDs to the use of logon scripts and e-mail messages pointing users to download sites. “We were desperately interested in finding a single, comprehensive desktop management solution for global use,” says Matt Trevorrow, Vice President of Workplace Services Product Development at EDS. “Software distribution methods used in the past required a high degree of user participation, which decreased end-user productivity and made it hard to achieve a high success rate.” Another area where EDS needed to improve and standardize was the monitoring of server computers and the applications running on them. As with desktop management, the company relied on a number of tools—ranging from generic utilities and freeware to vendorspecific monitoring aids—that differed from region to region. “The tools we used for server monitoring were cumbersome and limited, requiring lots of upkeep and a high degree of manual configuration,” says Steven Gratz, Systems Administrator at EDS. “Even then, the visibility into how our systems were running was fairly limited; the tools told us little more than whether a server was up or down. We rarely had enough information to be fully proactive—for example, being able to see that a message queue was backing up and taking action before the system crashed completely.” Solution EDS is improving its ability to manage its global IT infrastructure by standardizing on Microsoft® System Center IT management “Operations Manager works better ‘out of the box’ than other solutions, which just don’t integrate as well with our Windowsbased systems.” David Pearse, Infrastructure Architect, EDS APAC solutions, including Microsoft Systems Management Server 2003 and Operations Manager 2005. “System Center solutions give us a single tool set that we can use to manage our worldwide IT infrastructure—and to deliver a similar set of services to clients,” says Trevorrow. “With System Center, our jobs are easier because we get global scalability and a high degree of automation, both of which are of paramount importance to our success.” Comprehensive Desktop Management EDS began using System Center solutions when it deployed Systems Management Server 2003 to manage the 13,500 Windows®-based desktops in its Asia Pacific (APAC) geographic region. Implemented over a period of two months, the solution replaced a combination of tools and manual processes with a unified, automated solution for software distribution and metering, the deployment of security updates, and hardware and software asset tracking. “The speed with which we were able to deploy Systems Management Server was staggering,” says David Pearse, Infrastructure Architect for EDS APAC. “We rolled out Systems Management Server to 9,500 desktops in one week, achieving the same penetration it had taken three months to achieve with our previous desktop management product. It was incredibly quick and easy.” The Systems Management Server infrastructure runs on the Windows Server® 2003 operating system, with a data store based on Microsoft SQL Server™ 2000 database software. EDS used the Systems Management Server 2003 International Client Pack to display pop-up messages that appear on employees’ computer screens in their own languages, and took advantage of the Background Intelligent Transfer Service (BITS) technology in Windows Server to throttle Systems Management Server–related network traffic, thereby minimizing the impact of that traffic on network performance. Although Systems Management Server provided EDS APAC with several new capabilities, one of the most useful was the ability to centrally deploy security updates, as required to help ensure the security and reliability of user computers. “Systems Management Server reduced the time it takes to deploy security updates by 92 percent,” says Pearse. “We now achieve greater than 90 percent coverage within five days, whereas in the past it took two months to achieve 60 percent success.” Following the successful pilot program within EDS APAC, the company expanded its deployment of Systems Management Server to include user desktops in its Europe, Middle East, and Africa (EMEA) region and its Americas region. Since February 2006, Systems Management Server has provided EDS with a single, centralized solution for the management of 90,000 computers worldwide—roughly 85 percent of all the company’s user desktops. EDS also is using Systems Management Server to deliver new software applications and application upgrades. “If we have a program that we need to push out, such as a new SAP client, we can deliver it with great ease,” says Darcy Wheeler, Senior Infrastructure Specialist at EDS. “We don’t need to bother people with desk-side visits, nor do we need to ask them to download and install something on their own. Instead, the application just appears, ready to use. If restarting is required, we can schedule it so that it doesn’t interrupt the user.” Another way in which EDS is reducing desk-side visits is by using the remote support capabilities provided by Systems Management Server. “Systems Management “We used to be like firefighters, reacting to many of the same problems day after day. With Operations Manager, we have more time to focus on optimizing our infrastructure instead of simply keeping it up and running.” Steven Gratz, Systems Administrator, EDS Server enables help-desk personnel to take over a user’s desktop and solve most problems remotely, which is working very well,” says Wheeler. “The help-desk technician simply initiates a remote assistance session, upon which he or she has complete remote-control over the user’s desktop and can solve the problem much more quickly and efficiently than if working with the user over the phone.” Moving forward, EDS is looking to Systems Management Server to help streamline the deployment of the Windows Vista™ operating system both internally and for clients. “We did an assessment and decided that Systems Management Server was the best way to help customers deploy Windows Vista when they’re ready,” says Ranjana Chopra, Workplace Services Product Manager at EDS. “We’ll be providing operating system deployment, application packaging, and software distribution—all based on Systems Management Server.” Adds Trevorrow, “We’re heavily focused on zero-touch deployment as a service delivery model. The capabilities provided by Systems Management Server support that model well and will certainly help save us money when we deploy Windows Vista upgrades in the field.” EDS also will examine using Systems Management Server to streamline the provisioning of technical software for its developers. “It can be difficult to get applications to developers working at client sites in a timely fashion,” says Wheeler. “We’re looking at integrating Systems Management Server with a provisioning portal. Project managers would be able to just select the necessary tools, upon which those programs would be pushed to developer desktops by the time developers arrive at a client site.” Detailed Operational Monitoring Although the company’s rollout of Systems Management Server started in Australia, its use of Microsoft Operations Manager began on the other side of the globe, in 2004, when the EDS Americas region began using Operations Manager 2000 to monitor its Windows-based server computers. Today, EDS Americas uses Operations Manager 2005 to monitor the 142 servers that host e-mail, collaboration, and mobile messaging services, including those running Microsoft Exchange Server 2003, the Active Directory® service, Windows ActiveSync® technology, BlackBerry-based mobile-messaging software, and EMC Documentum eRoom collaboration software. “In the past, we had limited visibility into the status and performance of our e-mail environment, with no good way to collect performance data,” says Gratz. “Operations Manager gives us all that and more, including complete visibility into the health of those network services that are needed for Exchange Server to function properly, such as Active Directory and DNS [Domain Name System].” Role-specific Operations Manager management packs for Windows Server, Exchange Server, Active Directory, DNS, and Windows Internet Name Service provide the specialized knowledge that EDS needs to optimally monitor its servers. Created based on knowledge from the Microsoft developers who built the aforementioned technologies, each pack provides a set of monitoring rules with predefined thresholds, a knowledge base with troubleshooting information, and scripts that can be used to quickly resolve issues. EDS uses third-party management packs from VERITAS and Dell to monitor backups and server hardware, and created its own rules for monitoring its collaboration and mobile-messaging servers. “Together, the various capabilities provided by Systems Management Server have helped us achieve a 50 percent reduction in the total cost of supporting our desktop infrastructure.” Michael Partsch, Chief Information Officer, EDS EMEA, Central Region “The Operations Manager management packs are great,” says Robert Braun, Systems Administrator at EDS. “They give us a predefined set of monitoring rules that we can tailor to our environment, so we can adjust alert thresholds as needed to minimize any nuisance alerts. We can also continually collect performance and workload data, which is very helpful in determining server capacity.” Upon detecting abnormal behavior, configurable processing rules built into Operations Manager notify EDS IT staff by pager or e-mail that a potential issue exists, with knowledge base information appended to the alert to aid in problem resolution. Copies of each alert are stored in an Exchange Server public folder for future reference. “In many cases, Microsoft Operations Manager is configured to simply send alerts,” says Gratz. “In other cases, we’re using its ability to take automated corrective action. For example, we have a known bug in our collaboration software that requires restarting the server. If Operations Manager detects that condition, it restarts the server automatically, and we get a page notifying us of the incident.” In configuring Operations Manager, EDS created computer groups for different geographies and server roles. The company also added troubleshooting information for collaboration and mobile-messaging servers to the knowledge base data included with Microsoft and third-party management packs, thereby giving IT staffers a single source of troubleshooting information for all monitored server roles. “The Operations Manager console is great,” says Braun. “Not only does it give me all the information I need to understand what’s going on with our servers in one place, but it also helps me manage the servers more efficiently. For example, if I need to restart our collaboration servers, I can use the Operations Manager console to issue a single command to all 10 servers—instead of having to open 10 remote sessions and issue the command to each server one at a time.” The EDS EMEA Operations Manager infrastructure is similar to the one deployed in the Americas. EDS APAC, although it is not using Operations Manager today, is planning a deployment of Operations Manager that will encompass several thousand servers worldwide. “We have roughly 1,000 servers running Exchange Server around the world, of which some 200 are being actively monitored using Operations Manager,” says Halbert. “And it’s going very well. Our goal for 2007 is to expand our use of Operations Manager to monitor all of our Windows-based servers. We’ll have three regional deployments to mimic our three regional operations teams, with all of those deployments rolling up to a single global reporting environment.” Adds Pearse, who is leading the design effort for the EDS global deployment of Operations Manager, “Operations Manager works better ‘out of the box’ than other solutions, which just don’t integrate as well with our Windowsbased systems. The quality of the monitoring agent and of the alerts generated is much higher with Operations Manager, which isn’t a big surprise considering that nobody knows how to manage Microsoft software and technologies better than Microsoft itself.” EDS now is evaluating System Center Operations Manager 2007 (the successor to Operations Manager 2005) and has identified several new features and capabilities that will prove useful as the company expands its use of the solution. “Several of the new features in System “We manage more Windows-based systems than does any other company in the world— some 3 million client desktops—and we have every confidence that System Center solutions will provide the stable foundation we need to meet client needs.” Center Operations Manager 2007 look appealing,” says Gratz. “Its application model will enable us to get a holistic picture of the health of an application, as well as to drill down into the dependencies. I also like that the operational database no longer holds performance-monitoring data, which is now moved to a data warehouse for easier analysis. The self-tuning performance baseline feature also will be quite helpful: Instead of having to specify alert-trigger levels ourselves, we can use System Center Operations Manager to measure server performance for a business cycle and use that data to tailor the alert levels to our actual environment.” Matt Trevorrow, Vice President of Workplace Services Product Development, EDS Benefits Through its use of Microsoft System Center solutions, EDS is centralizing and automating IT management, thereby improving the reliability and security of its global IT infrastructure while reducing the effort required to manage that environment. In addition, System Center solutions are helping the company to improve both IT staff and end-user productivity, reduce overall IT costs, and deliver scalable service offerings that are helping EDS to deliver the same benefits to its clients. “System Center solutions integrate well with our existing IT infrastructure and help us to manage and support that environment with the required levels of reliability, security, and scalability,” says Halbert. “Just as important, the same capabilities are helping EDS to better serve its clients. Based on our experience, System Center is definitely ready for the enterprise.” Mission-Critical Reliability EDS’s use of System Center solutions is helping the company ensure the continued availability of key systems that support the delivery of client services, such as its Exchange Server infrastructure. “We recently consolidated our e-mail servers, each of which now supports more than 2,500 users, so it’s critical that they stay up and running at all times,” says Gratz. “We’re able to deliver service levels of around 99.99 percent because we know about issues sooner and can easily identify the design changes necessary to fix those problems once and for all. We used to be like firefighters, reacting to many of the same problems day after day. With Operations Manager, we have more time to focus on optimizing our infrastructure instead of simply keeping it up and running.” Adds Trevorrow, “Our internal success with Operations Manager has enabled us to move forward with a similar architecture to support our clients. In fact, we’re using Operations Manager to monitor Operations Manager installations at about a half-dozen client sites. It’s proven itself from a scalability and reliability perspective, and it closely matches our delivery model. In addition, because such a large part of our business is managing Windows-based desktops, we’re also looking at using Operations Manager to monitor PCs running Windows Vista.” Enhanced Security EDS is improving the reliability and security of user desktops by using System Center solutions to quickly and efficiently deploy critical software updates. Today, a single global delivery organization can deploy software applications as well as operating system updates, enabling the company to push out any required software updates to all computers managed by Systems Management Server worldwide. “With Systems Management Server, we can click a button and push out critical software updates to user desktops across the world, achieving a 90 percent success rate within the first 24 hours,” says Trevorrow. “We’re also using Systems Management Server to improve security in other ways—for example, by making sure that everyone has a personal firewall installed and running, that users have up-to-date antivirus signatures, and that they’re running encryption when needed.” EDS also is using Systems Management Server to quickly bring new systems up-todate, including making sure they have the necessary security updates installed. “System Center saves us time when we’re deploying new systems,” says Wheeler. “As soon as a new system joins the network, it’s examined to see which software is installed and any necessary updates or upgrades start to download. Within a short time, the new system is running the same software as the rest of our environment.” Adds Trevorrow, “In the past, we tried to ensure security by locking down access to our networks. With Systems Management Server, we can operate more dynamically, allowing people to move on and off the network while still maintaining a strong level of security.” In addition, EDS is taking advantage of the reporting capabilities provided by Systems Management Server to help ensure security compliance. “Systems Management Server enables us to consolidate reporting on a worldwide basis, enabling us to more easily understand our compliance levels,” says Trevorrow. “Needless to say, those same reporting capabilities help us provide clients with visibility into the compliance status of their systems.” Improved Employee Productivity EDS is using System Center solutions to improve the productivity of the IT staff. “System Center solutions give us a predictable operational environment. Because the environment now requires less manual intervention, we can centralize and automate more tasks—and feel confident and secure in that capability,” says Halbert. “System Center also has helped us reduce rework and work force complexity because it’s very durable, very dependable, and predictable. Today, we can do the job right the first time, with economies of scale that allow us to shift additional IT resources to client-facing activities.” Adds Trevorrow, “By consolidating and standardizing on System Center, we’re able to reduce the number of subject matter experts we need in the field. We’ve taken advantage of our internal rollout of System Center solutions to create a pool of talent that we can easily turn to when addressing the needs of our clients.” EDS’s use of Systems Management Server has also improved user productivity. “With Systems Management Server, users no longer must install security updates on their own or sit idle while someone does it for them,” says Michael Partsch, Chief Information Officer, EDS EMEA, Central Region. “Across EMEA, we’re gaining 180,000 hours a year in increased user productivity due to the automated software deployment capabilities provided by Systems Management Server.” Adds Wheeler, “Systems Management Server is non-intrusive and doesn’t interrupt users, which saves them a lot of downtime. Instead, software updates just happen in the background. Personally, it’s great to know that my desktop system is being taken care of for me—that the company is looking after it so that I don’t have to.” Significant Cost Savings Using System Center to centralize and automate desktop management is helping EDS to reduce the cost of supporting its infrastructure. “Together, the various capabilities provided by Systems Management Server have helped us achieve a 50 percent reduction in the total cost of supporting our desktop infrastructure,” says Partsch. “Even when the total project costs are factored in, the solution still yields a 23 percent savings over five years.” Adds Wheeler, “In the past, with IT management and support efforts going on at the regional, country, and local levels, it was hard to identify all the cost elements— especially soft costs. Today, with System Center, hidden costs due to things like lost user productivity and the need to manually compile reports on security compliance are significantly decreased, and it’s easier to identify remaining costs because we know where the work is being done and who’s doing it.” Strong Foundation for EDS Service Offerings Having proven that System Center solutions can meet its internal needs, EDS is now taking advantage of Operations Manager and Systems Management Server to create standardized service offerings for its clients. “System Center solutions have certainly proved themselves scalable, not only from an EDS perspective, but from a client-facing perspective as well,” says Trevorrow. “We manage more Windows-based systems than does any other company in the world—some 3 million client desktops—and we have every confidence that System Center solutions will provide the stable foundation we need to meet client needs.” Adds Halbert, “As we move forward with our Service Delivery Automation initiative, System Center solutions will play an integral role. They give us a global view of our IT infrastructure that we’ve never had before and have enabled us to centralize key operations and reporting functions, leading to cost savings, reliability and performance improvements, and an improved ability to deliver the high service levels our clients demand. Standardization is at the core of our IT management strategy, and System Center solutions provide one of the supporting elements for achieving that goal.” For More Information Microsoft Server Product Portfolio For more information about Microsoft products and services, call the Microsoft Sales Information Center at (800) 4269400. In Canada, call the Microsoft Canada Information Centre at (877) 5682495. Customers who are deaf or hard-ofhearing can reach Microsoft text telephone (TTY/TDD) services at (800) 892-5234 in the United States or (905) 568-9641 in Canada. Outside the 50 United States and Canada, please contact your local Microsoft subsidiary. To access information using the World Wide Web, go to: www.microsoft.com For more information about the Microsoft server product portfolio, go to: www.microsoft.com/servers/default.mspx Microsoft System Center Microsoft System Center is a family of leading IT management solutions that helps you proactively plan, deploy, manage, and optimize your IT environment. For more information about System Center solutions, go to: www.microsoft.com/systemcenter For more information about EDS, visit the Web site at: www.eds.com Software and Services Microsoft Exchange Server 2003 Microsoft System Center Microsoft SQL Server 2000 − Microsoft Operations Manager 2005 Windows Vista − Microsoft Systems Management Server 2003 Windows Server 2003 − This case study is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY Document published February 2007