Contents Module 1: Introduction to Change and Configuration Management Design Overview Introduction to Change and Configuration Management Defining the Requirements for CCM Defining the CCM Solution 26 Selecting a Course of Action 35 Review 41 Information in this document, including URL and other Internet Web site references, is subject to change without notice Unless otherwise noted, the example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious, and no association with any real company, organization, product, domain name, e-mail address, logo, person, places or events is intended or should be inferred Complying with all applicable copyright laws is the responsibility of the user Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property  2001 Microsoft Corporation All rights reserved Microsoft, MS-DOS, Windows, Windows NT, Active Desktop, Active Directory, IntelliMirror, Outlook, PowerPoint, and Visio are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A and/or other countries The names of actual companies and products mentioned herein may be the trademarks of their respective owners Module 1: Introduction to Change and Configuration Management Design iii Instructor Notes Presentation: 90 Minutes This module provides students with an overview of the concepts and principles of Change and Configuration Management (CCM) Lab: 00 Minutes After completing this module, students will be able to:
Describe the need for a well-defined and correctly deployed CCM infrastructure
Define the requirements for CCM by documenting the business needs and current environment of an organization
Define the CCM solution by assessing available technology options
Select an appropriate course of action to meet the business needs Materials and Preparation This section provides the materials and preparation tasks that you need to teach this module Required Materials To teach this module, you need the following materials:
Microsoft® PowerPoint® file 2410a_01.ppt
Module 1, “Introduction to Change and Configuration Management Design”
Trainer Materials compact disc Preparation Tasks To prepare for this module, you must:
Read all of the materials for this module
Read the technical white papers located on the Trainer Materials compact disc
Read any relevant information in the Microsoft Windows® 2000 or Microsoft Windows XP Help files, and in the Windows 2000 or Windows XP Resource Kit
Be familiar with the principles and practice of CCM
Read the instructor notes that precede each module These contain preparation suggestions for each module
Read the review questions and be prepared to elaborate on the answers provided in the text iv Module 1: Introduction to Change and Configuration Management Design Module Strategy Use the following strategy to present this module:
Introduction to Change and Configuration Management This section introduces the principles and application of CCM Take the following actions: • Highlight, but not dwell on, the benefits of CCM • Describe CCM implementation as a process that is triggered by infrastructure changes and that results in a managed infrastructure • Emphasize that new CCM deployments must be implemented as a structured process
Defining the Requirements for CCM In this section, students learn how to define the requirements for CCM based on an assessment of job roles, user locations, and organizational factors such as corporate policy and security Take the following actions: • Describe the key elements of CCM: operating system deployment, application management, computer settings management, user settings management, and user data management • Emphasize that customers should design configurations based on classification of users—for example, based on job role and location Note that the requirements of each customer are unique
Defining the CCM Solution In this section, students assess the choice of available CCM technologies Students consider the respective benefits and drawbacks Take the following actions: • Explain that Microsoft delivers a rich management infrastructure in the Windows operating system by means of Group Policy, Remote Installation Services (RIS), and Terminal Services In addition to these technologies provided in Windows, Microsoft provides Systems Management Server (SMS) to promote advanced CCM capabilities • Emphasize that most enterprise-class organizations want to consider more than just the in-the-box solutions SMS is a valuable component that delivers advanced software distribution capabilities • Make it clear that CCM technologies not exist exclusively for CCM Some, like the Active Directory™ directory service, are built into the operating system and have a number of uses besides CCM
Selecting a Course of Action In this section, students learn how to determine a course of action that forms the basis of a CCM plan Take the following actions: • Emphasize the need for a structured approach to CCM implementation, based on a plan All of the modules in this course generate input to a CCM plan • CCM deployments can be complex Underline the importance of undertaking a pilot prior to a CCM implementation Module 1: Introduction to Change and Configuration Management Design Overview Topic Objective To provide an overview of the module topics and objectives Lead-in In this module, you will learn about change and configuration management and how it is implemented
Introduction to Change and Configuration Management
Defining the Requirements for CCM
Defining the CCM Solution
Selecting a Course of Action *****************************ILLEGAL FOR NON-TRAINER USE****************************** To reduce the costs associated with managing a diverse set of organizational needs, many organizations are moving toward a highly managed computing environment based on a successfully designed Change and Configuration Management (CCM) infrastructure In this module, you will learn how to analyze such needs and develop a plan for a CCM infrastructure that will meet them After completing this module, you will be able to:
Describe the need for a well-defined and correctly deployed CCM infrastructure
Define the requirements for CCM by documenting the business needs and current environment of an organization
Define the CCM solution by assessing available technology options
Select an appropriate course of action to meet the business needs Module 1: Introduction to Change and Configuration Management Design
Introduction to Change and Configuration Management Topic Objective To introduce CCM, to describe its key elements, and to introduce the organizational structures required for CCM Lead-in The definition of Change and Configuration Management is the management processes and software tools required to manage an IT infrastructure proactively
The Need for CCM
CCM Key Elements
Building an Organization for CCM *****************************ILLEGAL FOR NON-TRAINER USE****************************** System administrators are required to support a range of users and computers Users have different needs and varying levels of expertise And, with today’s changing business needs, enterprise organizations need a process for allowing change to occur in a structured way, in addition to technology that allows that process to happen smoothly and efficiently This is the basis for Change and Configuration Management CCM may be defined as the management processes and software tools for managing and supporting the changing hardware and software configurations of the Information Technology (IT) infrastructure of an organization, in a proactive way CCM must enable efficient IT operations, keep the Total Cost of Ownership (TCO) to an acceptable minimum, and ease the burden on system administrators and network managers A number of technologies with Microsoft® Windows® 2000 and Microsoft Windows XP, in addition to Microsoft Systems Management Server (SMS), can be used as part of the CCM infrastructure, by facilitating changes to user settings and client computers with minimal impact To use these technologies effectively, it is crucial that you develop a CCM plan that defines the resources to be managed and the management processes to be implemented Module 1: Introduction to Change and Configuration Management Design The Need for CCM Topic Objective To describe the benefits of CCM Lead-in An efficiently managed network is less costly to run than an inefficiently managed one
Complete Administration Tasks Faster
Effectively Target IT Staff
Reduce User Down time
Increase Information Accessibility
Increase Management Control
Enable Remote Management *****************************ILLEGAL FOR NON-TRAINER USE****************************** Computer networks must be defined and built according to business needs Furthermore, as time passes, hardware and software may be upgraded and replaced at regular intervals CCM technologies support the definition, construction, and upgrade of computer networks An efficiently managed network is less costly to run Therefore, CCM technologies benefit an organization by reducing the TCO of the computer network Benefits include being able to complete administration tasks faster, effectively target IT staff, reduce user down time, increase information accessibility and management control, and enable remote management Complete Administration Tasks Faster The amount of time taken by your network’s administrators to perform the various operating system installations and upgrades is one of the major costs in your organization's current TCO Therefore, as one of its major benefits, your design must provide a means to greatly reduce this time factor Effectively Target IT Staff IT staff spend a lot of time manually installing, upgrading, and removing software from client computers They also spend time answering support calls and visiting client computers to conduct management activities With CCM, the overhead can be reduced in terms of time taken for both ongoing maintenance and support calls Hence, CCM provides a means to allocate staff more appropriately Reduce User Down Time Computer availability directly affects user productivity For example, when a client computer fails or when there are delays in providing newly appointed staff with computers, productivity suffers Use of a CCM infrastructure can reduce the amount of time users spend waiting for new or upgraded software to be installed It can also speed up the process of software installation or repair Module 1: Introduction to Change and Configuration Management Design Increase Information Accessibility By using CCM technologies, users’ data, settings, and applications can be available at any client computer Even user data that is saved to the network can be made available when network resources are not present Increase Management Control With existing installation technologies, it can be difficult to control which users receive installed or upgraded systems, and the timing of this CCM technologies enable IT staff to control how, when, and where software is distributed, in addition to providing inventory, reporting, and monitoring capabilities Enable Remote Management CCM technologies can help IT staff manage and control computers without having to visit them locally For example, CCM technologies enable the remote management of desktops by applying user and computer configuration settings from a central location CCM technologies also enable the remote distribution of operating systems and applications Module 1: Introduction to Change and Configuration Management Design CCM Key Elements Topic Objective To describe the features of CCM Lead-in CCM features have five primary components Operating System Installation Automated OS Installations and Upgrades Software Distribution Distribution of Applications, Upgrades and Updates Computer Settings Management User Settings Management User Data Management Definition of Computer Types and Application of Common Settings Definition of User Types and Application of Common Settings Ensuring the Accessibility, Availability and Security of User Data *****************************ILLEGAL FOR NON-TRAINER USE****************************** CCM involves the definition and deployment of configurations to meet the technical and organizational requirements A key element of CCM is the ability to administratively make a change once (for example, perform a task, define some settings), and then replicate that change broadly to many users and computers You can use a CCM infrastructure to simplify or automate a number of system management tasks:
Operating system installation As new computers are delivered and new operating systems are released, organizations must install and upgrade client computer operating systems
Software Distribution CCM tools enable a fast, efficient method of deploying software upgrades and updates, including service packs and software patches
Computer settings management CCM tools enable common configurations to be defined and applied by policy Changes to the settings can be applied to all computers in a group, rather than individually, simplifying ongoing administration Module 1: Introduction to Change and Configuration Management Design
User settings management By using Group Policy, you can use CCM tools to define user-specific settings, such as users’ desktop configuration, Internet settings, and access to system functionality
User data management CCM tools can ensure that important data is available to users, whether users are connected directly to the local area network (LAN), connected through a slow link, or working remotely without a network connection For example, administrators can provide improved protection of user data by ensuring that local data is redirected or copied to a network share, providing a central location for administrator-managed backups This capability helps to enforce corporate directives—for example, to place the most important data on servers ... action to meet the business needs 2 Module 1: Introduction to Change and Configuration Management Design
Introduction to Change and Configuration Management Topic Objective To introduce CCM, to. .. implementation Module 1: Introduction to Change and Configuration Management Design Overview Topic Objective To provide an overview of the module topics and objectives Lead-in In this module, you... the resources to be managed and the management processes to be implemented Module 1: Introduction to Change and Configuration Management Design The Need for CCM Topic Objective To describe the