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Windows Server Upgrade Engagement Playbook by wK0S14F6

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									           Engagement Playbook
Upgrading to Windows Server 2008 R2


                                        Prepared for
                                    Customer Name
                         Tuesday, November 29, 2011
                                       Version Final



                                        Prepared by


                                        Contributors
                             [Document Contributor]
The information contained in this document represents the current view of Microsoft
Corporation on the issues discussed as of the date of publication and is subject to change
at any time without notice to you. This document and its contents are provided AS IS
without warranty of any kind, and should not be interpreted as an offer or commitment on
the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information
presented. The information in this document represents the current view of Microsoft on the
content. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED, OR
STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.




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Table of Contents

Engagement Playbook ............................................................................................................. 1
1      Introduction ....................................................................................................................... 5
    1.1        Purpose ......................................................................................................................................... 5
    1.2        Audience ....................................................................................................................................... 5
    1.3        Upgrading to Windows Server 2008 R2 Overview........................................................................ 5
2      Pre-Engagement Guidance .............................................................................................. 8
    2.1     Customer Preparation ................................................................................................................... 8
    2.2     Designating a Point of Contact...................................................................................................... 8
    2.3     Determining What to Deliver ......................................................................................................... 8
       2.3.1     Assumptions and Requirements for the Engagement ........................................................ 10
    2.4     Duration of DPS Engagement (Delivery Engagement Types) .................................................... 10
    2.5     Engagement Options and Use Case .......................................................................................... 11
       2.5.1     Approved Services and Activities: ....................................................................................... 11
       2.5.2     Determining Use Case ........................................................................................................ 11
    2.6     Identifying “secondary” customer needs ..................................................................................... 13
3      Conducting the Engagement ..........................................................................................14
    3.1     Overview and Content ................................................................................................................. 14
    3.2     Scoping Guidance ....................................................................................................................... 15
    3.3     Technical Guidance .................................................................................................................... 16
       3.3.1    Microsoft Assessment and Plannign Toolkit ....................................................................... 17
    3.4     Engagement Delivery Guidance ................................................................................................. 18
    3.5     Timeline ....................................................................................................................................... 18
       3.5.1    Workshop (3 day engagement) ........................................................................................... 18
       3.5.2    Assessment (5 day engagement) ....................................................................................... 19
       3.5.3    Proof-of-Concept (10 day engagements only) .................................................................... 20
       3.5.4    Limited pre-production pilot (15 day engagements only) .................................................... 21
4      Engagement Staffing .......................................................................................................24
    4.1     Purpose of Guidance on Staffing and Skills ................................................................................ 24
    4.2     Audience for Guidance on Staffing and Skills ............................................................................. 24
    4.3     Staffing Guidance ........................................................................................................................ 25
    4.4     Deployment Planning Services Skill Requirements .................................................................... 25
       4.4.1      Technical Skills Requirements ............................................................................................ 25
       4.4.2      Soft Skills Requirements ..................................................................................................... 25
5      Engagement Guidance ....................................................................................................27
    5.1        Engagement Scoping .................................................................................................................. 27


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    5.2    Project Framework ...................................................................................................................... 27
    5.3    Envision Phase............................................................................................................................ 28
    5.4    Customer Training ....................................................................................................................... 28
6     Training and References .................................................................................................30




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1        INTRODUCTION
1.1      Purpose
This document was written to provide Microsoft partners with brief yet important guidance on delivering a
Microsoft Deployment Planning Service (DPS) engagement. Although every customer and resource is unique,
this program was designed to help ensure that these types of engagements are delivered in a more uniform
and consistent manner, and that customers have similar experiences with Microsoft DPS engagements.

The solutions provided in this document range from simple training deliveries to more complex deployments in
production environments. Therefore, the present document defines a simple engagement framework and
summarizes the recommendations for each type of delivery. Detailed guidance and step-by-step processes can
be found throughout the other documentation comprising this solution.

1.2      Audience
This document was written to benefit any partner resource who is assigned to a Microsoft Deployment Planning
Service engagement. Although many of the steps in this document pertain specifically to the Project Manager
(PM) role, the provided summary can be used to initiate, support, and promote a more productive collaboration
among the individual resources involved in customers‟ engagements.

In other words, the document was written to ensure that everyone shares a mutual understanding.

1.3      Upgrading to Windows Server 2008 R2 Overview
A Microsoft Deployment Planning Service engagement consists of a set of time-limited tasks designed to help
partners educate customers and deploy technology in a methodical manner. The Deployment Planning
Servicesconsist of the following discrete set of “Upgrading to Windows Server ® 2008 R2” operating system
engagements:

3-day engagement

This engagement will consist of:

       A workshop covering the value proposition of Windows Server 2008 R2 components through strategy
        and server roadmap presentations.

       A high-level architecture design session and recommendations based on questionnaire review and
        discussion on legacy workloads and business challenges discussion.

       Recommendations for next steps.




5-day engagement




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This engagement will consist of:

       A workshop covering the value proposition of Windows Server 2008 R2 components through strategy
        and server roadmap presentations.

       Running the Microsoft Assessment and Planning (MAP) Toolkit against the production environment for
        one customer-selected Windows Server feature. The resulting output will be analyzed and documented
        as part of the next steps recommendations.

       A high-level architecture design and technical drill down session for the selected Windows Server
        feature including a demonstration in the lab.

       Recommendations for next steps.




10-day engagement
This engagement will consist of:
       A orkshop covering the value proposition of Windows Server 2008 R2 components through strategy
        and server roadmap presentations.

       Running the Microsoft Assessment and Planning (MAP) Toolkit against the production environment for
        one customer-selected Windows Server feature. The resulting output will be analyzed and documented
        as part of the next steps recommendations.

       An architecture design and technical drill down session for the selected Windows Server features based
        on a review of a questionnaire and and a discussion on legacy workloads and business challenges.

       Deployment of a proof-of-concept (PoC) environment that will be used to demonstrate the capabilities
        of the customer selected Windows Server features.

       Recommendations for next steps.



15-day engagement
This engagement will consist of:
       A workshop covering the value proposition of Windows Server 2008 R2 components through strategy
        and server roadmap presentations.

       Running the he Microsoft Assessment and Planning (MAP) Toolkit against the production environment
        for one customer-selected Windows Server feature. The resulting output will be analyzed and
        documented as part of the next steps recommendations.

       An architecture design and technical drill down session for the selected Windows Server feature based
        on questionnaire review and discussion on legacy workloads and business challenges discussion.



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       A high-level project plan and proposal, including documentation and support during migration, for a
        pilot implementation in a production environment.

       Deployment of a limited pre-production pilot environment that will be used to demonstrate the
        capabilities of the customer-selected Windows Server 2008 R2 feature.

       Recommendations for next steps.



The Microsoft DPS described above encompass recommendations coming from Microsoft Services, Microsoft IT
and field experiences, in order to successfully implement existing Microsoft products to achieve the objectives
of a Windows Server 2008 R2 Migration.


The target infrastructure includes several elements that will help to make the migration to the new Windows
Server environment quicker, easier, and more cost effective.




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2         PRE-ENGAGEMENT GUIDANCE
2.1       Customer Preparation
The level of customer preparation for a DPS engagement is largely dependent upon the type of engagement.
For brief workshop-like engagements, very little customer preparation is required. However, for proof of
concept and pilot deployments it may be necessary to collect and analyze network and hardware information in
advance to ensure that the engagement can be completed successfully in the allotted timeframe.

2.2       Designating a Point of Contact
It is imperative that the delivery team and the customer establish appropriate communication channels. This
should be done through a single point of contact (SPOC) that has knowledge of the enterprise and the various
areas that will be affected by the project. The SPOC needs to fulfill the following requirements:

       Knowledge of the enterprise

       Interaction with contacts in the various areas affected (e.g., infrastructure, network, storage, security,
         support, business applications, operations and administration, and architecture)

       The ability to work closely with these contacts to achieve objectives on a timely basis




If there are multiple contacts for the engagement, it will be beneficial to create the list of contacts prior to the
engagement in the following areas:

       Server administration/operations: architecture and management

       Infrastructure: architecture and management

       Network: architecture and management

       Storage: architecture and management

       Security: architecture and management, enterprise policies

       Architecture: enterprise strategy, constraints coming from business

       Risk and quality assessment representatives (in case a pre-production deployment is anticipated)


2.3       Determining What to Deliver
The scope of a DPS offering depends on the engagement type and its length. There are different quotas
available which define the scope and number of roles to migrate For example:




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        The 3-day engagement has no quota

        The 5-day engagement has a quota of one

        The 10-day engagement has a quota of two

        The 15-day engagement has a quota of four



The following table defines the scope for this DPS offering in terms of migration roles, associated complexity
and quota:

Role                                                                        Complexity                          Quota
                   ®
Active Directory service                                                    High                                4
Failover Cluster                                                            High                                4
File Services                                                               Medium                              2
Network Services                                                            Medium                              2
Remote Desktop Services                                                     High                                4
Print Services                                                              Medium                              2
Web Server (IIS)                                                            High                                3
Windows Deployment Services                                                 Low                                 1
Windows Server Update Services                                              Low                                 1
Table 1 - Windows Server Role Quota Overview

Based on the table above, any DPS engagement needs to have defined technical focal areas based on the
quota assigned. However, sometimes roles fit together in a natural way, and help customers achieve their
anticipated migration goals adding extra benefit to the overall solution and increasing customer satisfaction.
For example, customers migrating file services might also be interested in implementing high availability
forthose file servers to further protect their business data.

The following table lists migration roles with suggested role combinations that will help to make the benefits of
Windows Server technologies even more visibile to customers:

Role                                                 Suggested Role Combination
Active Directory                                     Network Services
Failover Cluster                                     File Services
File Services                                        Failover Cluster
Network Services                                     Active Directory, Remote Desktop Services
Remote Desktop Services                              Network Services
Print Services                                       File Services, Failover Cluster




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Table 2 – Suggested Windows Server Role Combination

2.3.1           Assumptions and Requirements for the Engagement
It is not the objective of DPS to fix issues or troubleshoot problems for the customer in the existing production
IT infrastructure nor is the DPS engagement intended to be “free consulting hours for the customer.” In order to
successfully assess and test migrate Windows Server 2008 R2 features and components in a test environment or
a pre-production environment, the technical prerequisites of Windows Server 2008 R2 need to be met.

It is important that customers are aware of these requirements prior to the start of the engagement. Many roles
consist of sub-roles and additional features that customers may want to deploy and migrate at the same time.
This could possibly complicate the engagement and cause scope creep.

Role                                                  Sub-Role in Scope
Active Directory                                      Domain Services
                                                      Certificate Services
                                                      Rights Management Services
File Services                                         File Server Resource Monitor
                                                      DFS-N
                                                      DFS-R
Network Services                                      DHCP
                                                      DNS
                                                      Direct Access
                                                      Network Access and Policy Services
Remote Desktop Services                               RD Session Host
                                                      RD RemoteApps
                                                      RD WebAccess
                                                      RD Gateway
Print Services
Web Servers (IIS)
Windows Deployment Services
Windows Server Update Services
Table 3 – Scope of Sub-Roles in Windows Server


2.4        Duration of DPS Engagement (Delivery Engagement Types)
Partners can leverage customers‟ Software Assurance (SA) benefits and DPS materials to deliver DPS
engagements in one of four increments:
Duration                           Description



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                                  Architecture Design Workshop (ADS): Discussion-based assessment, high-
3-Days
                                  level architecture design, recommendations and next steps discussion
                                  Technical Hands-On Sessions: MAP assesment, technical drill-down session,
5-Days                            architecture design, lab session for one customer-selected role,
                                  recommendations and next steps discussion
                                  Proof of Concept: MAP assesment, technical drill-down session, architecture
10-Days                           design, proof-of-concept deployment for up to two customer-selected role(s),
                                  recommendations and next steps discussion
                                  Pilot: MAP assesment, technical drill-down session, architecture design, pilot
15-Days                           deployment for up to four customer-selected role(s), recommendations and
                                  next steps discussion
Table 4 – Duration of DPS Engagements




Each engagement has the primary objectives of helping customers understand the value, learn best practices,
and plan for the implementation of their Windows Server environment. DPS-approved partners can use the
provided materials or their unique partner methodology to deliver these engagements. The option to use the
materials or a partner‟s own methodology provides the flexibility to deliver an engagement that is unique to
the customer‟s needs.

2.5       Engagement Options and Use Case
2.5.1        Approved Services and Activities
DPS supports a wide range of approved activities and services that are designed to allow partners to assist their
customers from start to finish, whether selling them on the value of Windows Server 2008 R2 solutions they are
investigating or demonstrating the value of the features and roles they have chosen to deploy.

2.5.2        Determining Use Case
The previous sections outlined the full scope of the DPS offering., This section will help partners determine how
to apply an engagement to a particular customer use case.
The following are important factors to consider when determining which materials to use for the particular
engagement and how to customize the customer deliverables:
        Number of days available: How many days does the customer have available for the engagement?
        Customer business needs and pain points: Go through pre-engagement activities for customer
         discovery.
        Customer size/segment: It may be necessary to consider if the materials or the suggested
         engagement agenda is suitable for the number of seats or server roles the customer will deploy.
        Proof of concept sizing: Depending on customer requirements and priorities, the number of PoC
         implementations and their focus may have to be adjusted.




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The following table gives examples of the questions the customers may ask based on where they currently are
along their path to deployment and recommendations on how can partner can respond. Based on each
question, the table recommends a particular DPS engagement type.
Q&A
Q: Why deploy this set of solution components? How will it fit within my environment?
A: Show customers how Windows Server 2008 R2 fits within their environment by conducting a high-level ADS.
Engagement: 3-day architectural design sessions
Possible Results: Assess organizational requirements and identify Windows Server 2008 R2 roles and features.
Q: How do I optimize and plan the build and design for my organization?
A: Dive deep into defining organizational needs to help design a solution and create a customized deployment
plan.
Engagement: 5-day technical hands-on sessions
Possible Results: Hands-on experience for the customer in a separate lab environment where migrations can
be evaluated and tested by the IT infrastructure team
Q: I want to try out these technologies and features in my lab environment and let my infrastructure
team understand and test it.
A: Help customers try new and enhanced features in a lab
Engagement: 10-day limited PoC deployment
Possible Results: The PoC delivery will be deployed using the Windows Server Migration features. The delivery
will provides the customer with a functional test environment, evaluates Windows Server 2008 R2, and tests the
migration of selected roles to the new plattform. The deployment will not be integrated into the production
environment.
Q: I want to try out these technologies and features and see if they integrate well with my current
production infrastructurethat has a pre-defined set of test users.
A: Help customers try new and enhanced features in the lab or in a limited and controlled pre-production
environment
Engagement: 15- day limited pre-production deployment
Possible Results: The pilot delivery will be deployed using a pre-production environment accessible to a
selected group of users. The delivery will provide the customer with a fully functional pilot of the selected
features of Windows Server 2008 R2.
Table 5 – Upgrading Windows Server 2008 R2 Deployment Offerings




Note: Non-reversible migrations of Windows Server components have to be considered very carefully. The pre-
production deployment should be designed as a side-by-side implementation, next to the production system
and its production data.




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2.6      Identifying “secondary” customer needs
Customers often have different business groups that describe issues, problems, and requirements in different
ways. It is very important to listen to different groups and departments as they might not all see the limitations
and risks associated with running a legacy version of Windows Server.




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3        CONDUCTING THE ENGAGEMENT
The Windows Server migration offering has been developed to provide partners with guidance and materials
that will help them design and deploy Microsoft Windows Server technologies in customer environments in a
standardized, repeatable form.

There are three separate Deployment Planning Services engagement types included in the “Upgrading to
Windows Server 2008 R2” Offering.

3.1      Overview and Content
The 5-day, 10-day, and 15-day engagements consist of the following elements:

Engagement Type                         Length                           Deliverables
Assessment                              3 - 5 days                             Workshop covering the value proposition of
                                                                                Windows Server 2008 R2 components through
                                                                                strategy and server roadmap presentations
                                                                               Running the MAP Toolkit against the production
                                                                                environment for one customer-selected Windows
                                                                                Server feature. The resulting output will be
                                                                                analyzed and documented as part of the next
                                                                                steps recommendations
                                                                               A highlevel architecture design and technical drill
                                                                                down session for the selected Windows Server
                                                                                feature including lab. (5-day only)
                                                                               Recommendations for next steps
Proof of Concept (POC)                  10 days                                A workshop covering the value proposition of
                                                                                Windows Server 2008 R2 components through
                                                                                strategy and server roadmap presentations
                                                                               Running the Microsoft Assessment and Planning
                                                                                (MAP) Toolkit against the production
                                                                                environment for one customer-selected Windows
                                                                                Server feature. The resulting output will be
                                                                                analyzed and documented as part of the next
                                                                                steps recommendations.
                                                                               An Architecture design and technical drill down
                                                                                session for the selected Windows Server features
                                                                                based on a review of the questionnaire and a
                                                                                discussion on legacy workloads and business
                                                                                challenges.
                                                                               Deployment of a PoCenvironment that will be
                                                                                used to demonstrate the capabilities of the
                                                                                customer selected Windows Server features.
                                                                               Recommendations for next steps.
Limited Scope Pilot                            15 days                         A workshop covering the value proposition of



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                                                                                    Windows Server 2008 R2 components through
                                                                                    strategy and server roadmap presentations.
                                                                                   Running the MAP Toolkit against the production
                                                                                    environment for one customer-selected Windows
                                                                                    Server feature. The resulting output will be
                                                                                    analyzed and documented as part of the next
                                                                                    steps recommendations.
                                                                                   An architecture design and technical drill down
                                                                                    session for the selected Windows Server feature
                                                                                    based on questionnaire review and discussion on
                                                                                    legacy workloads and business challenges
                                                                                    discussion.
                                                                                   A high-level project plan and proposal, including
                                                                                    documentation and support during migration, for
                                                                                    a pilot implementation in a production
                                                                                    environment.
                                                                                   Deployment of a limited pre-production pilot
                                                                                    environment that will be used to demonstrate the
                                                                                    capabilities of the customer-selected Windows
                                                                                    Server 2008 R2 feature.
                                                                                   Recommendations for next steps.
Table 6 – Engagement Delivery Guidance


3.2       Scoping Guidance
The scope of a DPS offering depends on the engagement type and its length. There are different quotas
available which define the scope and number of roles to migrate. For example:

        The 3-day engagement has no quota

        The 5-day engagement has a quota of one

        The 10-day engagement has a quota of two

        The 15-day engagement has a quota of four



The following table defines the scope for this DPS offering in terms of migration roles, associated complexity
and quota:

Role                                                                        Complexity                          Quota
Active Directory                                                            High                                4
Failover Cluster                                                            High                                4
File Services                                                               Medium                              2
Network Services                                                            Medium                              2




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Remote Desktop Services                                                     High                                4
Print Services                                                              Medium                              2
Web Server (IIS)                                                            High                                3
Windows Deployment Services                                                 Low                                 1
Windows Server Update Services                                              Low                                 1
Table 7 - Windows Server Role Quota Overview

More details can be found in section “2.3 Determining What to Deliver” of the “Upgrading to Windows Server
2008 R2 Engagement Playbook.”

3.3       Technical Guidance
It is expected that the partner will develop their own content. Additionally, the following technical whitepapers,
webcasts and videos can help the consultant gain a deeper understanding of the individual elements of the
solution:
   General

        Windows Server 2008 R2 Upgrade Paths

        Installing Windows Server 2008 R2

   Active Directory

        Active Directory Certificate Services

        Active Directory Domain Services

        Active Directory Rights Management Services

   Failover Clusters

        Failover Clusters

   File Services

        File Services

        Storage Services

        Checklist: Create a Clustered File Server

    Network Services

        DHCP Server

        DNS Server

        Network Policy and Access Services Overview

        Windows Firewall with Advanced Security

    Print Services




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       Print Management

       Checklist: Create a Clustered Print Server

    Remote Desktop Services

       Remote Desktop Services

    Web Servers (IIS)

       Web Server (IIS) Administration

    Windows Deployment Services

        Windows Deployment Services



In addition, the Infrastructure Planning and Design (IPD) Guide Series provides concise planning guidance for
Windows Server 2008 R2, helping to streamline and clarify design processes for unique infrastructure
technologies and scenarios. Each guide addresses a unique Windows Server infrastructure technology or
scenario, provides critical architectural decisions to be addressed, available options, as well as a means to
validate design decisions to ensure that solutions meet requirements of both business and IT stakeholders.

3.3.1       Microsoft Assessment and Planning Toolkit
To accelerate the migration to Windows Server 2008 R2, use the MAP Toolkit for Windows Server 2008 R2. The
MAP Toolkit is an agentless inventory, assessment, and reporting tool that can securely assess IT environments
for various platform migrations.
It quickly and effectively collects detailed infrastructure information about the customer environment. The MAP
Toolkit can analyze the data to assess the customer‟s IT environment and access the following Windows Server
2008 R2 reports and proposals:
       Server Inventory Proposal: Assesses the IT environment for Windows Server 2008 R2 readiness

       Server Inventory Report: Identifies the currently installed Windows Server operating systems and
        receives detailed analysis of hardware and device compatibility

       Server Roles Report: Generates reports of roles assigned to each server in the client‟s IT environment



The MAPssessment training and delivery materials are located on the Partner portal at the following locations:
       Download the Microsoft Assessment and Planning 5.5 Toolkit

       Microsoft Assessment and Planning Toolkit Training Kit

       Microsoft Assessment and Planning Toolkit Demo: Deployment planning for Windows Server 2008 R2

       Microsoft Assessment and Planning Toolkit Results Analysis and Report Building

       Microsoft Assessment and Planning Toolkit Setup and Troubleshooting




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A single server or workstation is required for the installation of the MAP tool. A server class machine is
recommended so that it can run continuously for the duration of the scan.
The following table outlines the required hardware and software for the assessment.
Component                                        Recommended Specifications                                 License Required
MAP 5.5 (includes Microsoft SQL                  Processor. Dual Core                                       Microsoft Windows license
Server Express 2008 R2)                          Memory: 2 GB                                               required, MAP Toolkit is a free
                                                 Storage: 100 GB                                            download

Microsoft .Net Framework 3.5 SP1                 Installed on above                                         No
Microsoft Office Word 2007 SP2 or                Installed on above                                         Microsoft Office Word license
2010                                                                                                        required
Microsoft Office Excel 2007 SP2 or               Installed on above                                         Microsoft Office Excel license
2010                                                                                                        required
Table 8 – MAP Toolkit 5.5 Requirements


3.4       Engagement Delivery Guidance
Each DPS engagement has anarchitectural design workshop. The 5-, 10- and 15-day engagements then
continue with a customer environmental assessment which to be used formigration planning. A PoC or a
limited pre-production pilot is delivered as well in 10-day and 15-day engagements, respectively.

3.5       Timeline
3.5.1        Workshop (3-day engagement)
The workshop with the customer will be led by partner resources to help to identify the primary components of
an upgrade to Windows Server 2008 R2. It is expected that the partner will develop their own content for the
workshop.

The workshop will cover the design and architectural considerations that will help the customer decide how the
current infrastructure could be upgraded to Windows Server 2008 R2.



Day 1, 2, and 3
        Consultant arrives on-site

        Holds kick-off meeting / presentation

        Begins formal presentation covering Windows Server 2008 R2

        Begins high level architectural design session

        Conducts next steps and recommendations discussion

        Conducts assessment closeout meeting/presentation

        Conducts internal debriefing (optional)



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3.5.2       Assessment (5-day engagement)
The assessment will be conducted by partner and customer resources to help to identify the primary
components of an upgrade to Windows Server 2008 R2. It is expected that the partner will develop their own
content for the workshop.

The workshop will cover the design and architectural considerations that will help the customer decide how the
current infrastructure could be upgraded to Windows Server 2008 R2.



Day 1
       Consultant arrives on-site

       Hold Kick-off meeting/presentation

       Install the MAP tool

       Gather the list of servers in scope for the scan

       Initiate the MAP scan

       Begin formal presentation covering the Windows Server 2008 R2 value proposition

Day 2, 3, and 4
       Verify that the MAP scan is running correctly

       Conduct informal architectural design sessions covering one customer selected role

            o     Select Windows Server Role to plan the architecture and migration (see “Scoping Guidance”)

            o     Discuss customer objectives

            o     Discuss customer‟s current environment

            o     Discuss user impact and dependencies

            o     Discuss Microsoft‟s approach to high availability (optional)

            o     Discuss Microsoft‟s approach to monitoring of infrastructure (optional)

Day 5
       Conduct an analysis of the MAP scan data

       Produce the final MAP report

       Discuss next steps and recommendations

       Conduct assessment closeout meeting / presentation

       Conduct internal debriefing (optional)




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Recommendations and next steps will be identified based on the MAP reports and documentation, which
customer can use as next steps to migrating to Windows Server 2008 R2. The only product installed during the
assessment phase is the MAP Toolkit.

3.5.3       Proof of Concept (10-day engagements only)
The PoC engagement is a 10-day engagement which includes all the elements of the 5-day engagement as well
as a deployment of a PoC environment in a test lab or network-isolated environment.



Hardware and Software Requirements

The hardware available for use in a customer environment can vary widely, which makes it important to
understand what hardware is available for use in the PoC deployment before it begins. It is recommended that
the technical consultant gain an understanding of the server, networking, and storage equipment that currently
exists in the production environment and then use the Installing Windows Server 2008 R2 resource to verify
that requirements are met.



Day 1
       Consultant arrives on-site

       Hold kick-off meeting/presentation

       Install the MAP tool

       Gather the list of servers in scope for the scan

       Initiate the MAP scan

       Begin formal presentation covering the Windows Server 2008 R2 value proposition

       Plan the PoC lab environment

Day 2, 3, and 4
       Verify that the MAP scan is running correctly

       Conduct informal architectural design sessions covering two customer selected roles

            o     Select Windows Server Role to plan the architecture and migration (see “Scoping Guidance”)

            o     Discuss customer objectives

            o     Discuss current environment

            o     Discuss (user) impact and dependencies

            o     Discuss Microsoft‟s approach to high availability (optional)

            o     Discuss Microsoft‟s approach to monitoring of infrastructure (optional)

Day 5
       Conduct an analysis of the MAP scan data


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        Prepare high-level documentation (draft)

             o   Draft a basic high-level migration plan document for migrated roles

        Plan and discuss the migration of the two customer selected Windows Server roles

Day 6 to 9
        Deploy the PoC environment in an isolated network or test lab

        Build the PoC environment for the selected Windows Server 2008 R2 roles

        Perform a migration of the selected Windows Server 2008 R2 roles in the test lab

        Provide a demonstration to the client on how to use components of the PoC

Day 10
        Produce and finalize the following documents:

             o   MAP report

             o   Basic high level migration plan for migrated roles

        Discuss next steps and recommendations, including:

             o   Discussion of the PoC environment

             o   Discussion of the MAP and migration documents

        Hold PoC closeout meeting/presentation

        Conduct internal debriefing (optional)



Migration documentation and tools make the migration of server roles, operating system settings, and data
from an existing server that is running Windows Server 2003 to a computer that is running Windows Server
2008 R2 easier.
Most of the migration documentation and tools featured on the Windows Server Migration Portal support
cross-architecture migrations (x86-based to x64-based computing platforms), migrations between physical and
virtual environments, and migrations between both the full and Server Core installation options of the Windows
Server operating system where they are available.
Step-by-step migration guides for supported server roles, features, operating system settings, and data are
available on the Windows Server 2008 R2 TechCenter website.

3.5.4        Limited pre-production pilot (15-day engagements only)
The limited pre-production pilot engagement is a 15-day engagement which includes the architectural design
workshop, the environmental assessment using the MAP Toolkit, and the deployment of a limited scope
production pilot infrastructure into the customer‟s production environment. The pre-production pilot
engagement includes all of the elements of the 5-day assessment engagement.




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Hardware and Software Requirements

The hardware available for use in a customer environment can vary widely, which makes it important to
understand what hardware is available for use in the PoC deployment before it beginsIt is recommended that
the technical consultant gain an understanding of the server, networking and storage equipment that currently
exists in the production environment and then use the Installing Windows Server 2008 R2 resources.



Day 1
       Consultant arrives on-site

       Hold kick-off meeting / presentation

       Install the MAP tool

       Gather the list of servers in scope for the scan

       Initiate the MAP scan

       Begin formal presentation covering the Windows Server 2008 R2 value proposition

       Plan the PoC lab environment

Day 2, 3, and 4
       Verify that the MAP scan is running correctly

       Conduct informal architectural design sessions covering two customer selected roles

              o   Select Windows Server Role to plan the architecture and migration (see “Scoping Guidance”)

              o   Discuss customer objectives

              o   Discuss current environment

              o   Discuss (user) impact and dependencies

              o   Discuss Microsoft‟s approach to high availability (optional)

              o   Discuss Microsoft‟s approach to monitoring of infrastructure (optional)

Day 5
       Conduct an analysis of the MAP scan data

       Prepare documentation (draft)

              o   Draft an architecture guide for migrated roles

              o   Create a migration plan document

       Plan and discuss the migration of the two customer selected Windows Server roles

Day 6 to 12
       Deploy the pilot infrastructure into the pre-production network

       Build the pilot environment for the selected Windows Server 2008 R2 roles



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        Perform a migration of the selected Windows Server 2008 R2 roles in the pre-production network

        Test and troubleshoot the pilot deployment

        Demonstrate how to use components of the pilot environment

Day 15
        Produce and finalize the following documents:

             o   MAP report

             o   Architecture guide for migrated roles

             o   Migration plan for migrated roles

        Discuss next steps and recommendations, including:

             o   Discussion of the PoC environment

             o   Discussion of the MAP and migration documents

        Hold PoC closeout meeting/presentation

        Conduct internal debriefing (optional)


Migration documentation and tools make the migration of server roles, operating system settings, and data
from an existing server that is running Windows Server 2003 to a computer that is running Windows Server
2008 R2 easier.
Most of the migration documentation and tools featured on the Windows Server Migration Portal support
cross-architecture migrations (x86-based to x64-based computing platforms), migrations between physical and
virtual environments, and migrations between both the full and Server Core installation options of the Windows
Server operating system where they are available.
Step-by-step migration guides for supported server roles, features, operating system settings, and data are
available on the Windows Server 2008 R2 TechCenter.




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4         ENGAGEMENT STAFFING
This section identifies the staffing resources, and includes the skills and readiness levels that are required for
DPS engagements. Guidance is provided specifically for the delivery phase of the engagement. Just as the
solution includes the delivery of specific work materials, it requires specific training and skills for each of these
roles.
This section addresses the staffing and skill requirements for partner technical resources responsible for the
delivery.

4.1       Purpose of Guidance on Staffing and Skills
The intention behind providing guidance on staffing and skills for the DPS engagement is to:
        Define the skill requirements (both technical and non-technical) for the delivery resources who will be
         delivering the solution. Matching the required skill set:
             o    Enables the consultants to integrate the required skills into their readiness and professional
                  development plans.
             o    Enables the Engagement Manager (EM) to request the correct resources from the partner
                  organization when staffing the Deployment Planning Service engagement.
        It is therefore necessary to define the readiness plan in order to:
             o    Ensure that the resources selected to deliver the DPS engagement are adequately prepared to
                  deliver the engagement.
             o    Provide the Service Line Managers of subsidiaries who want to be ready to deliver the DPS
                  scenario with the time and resources that they need to evaluate the readiness information.
        Provide the DPS EMs with guidance on how to request the resources that they need for delivering this
         type of engagement.


4.2       Audience for Guidance on Staffing and Skills
The staffing and skills guidance for DPS is provided for:
       Infrastructure Consultants

       Engagement Managers

       Project Managers

       Practice Managers

       Account Executives

       Service Executives

       Service Line Managers



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       Risk and Quality Managers


4.3       Staffing Guidance
This section describes the engagement characteristics that affect resource requests. It also describes the roles
and responsibilities of the delivery resources. The section concludes with a description of the staffing model
that is applied to DPS engagements.
When scheduling resources, keep in mind that the DPS engagements have been designed to be delivered in 3-,
5-, 10- or 15-days depending upon the type of engagement requested.

4.4       Deployment Planning Services Skill Requirements
To ensure a project‟s success, both technical and non-technical skills are required to address the different
components of an engagement. Mainly, technical skills will be needed to address the deployment aspects of
the architectural part of the engagement.
In addition, all resources should have adequate soft skills to facilitate the project‟s success.

4.4.1       Technical Skills Requirements
The following list describes highly recommended competency areas necessary for technical resources to deliver
a DPS engagement:
        Windows Server 2008 R2 features:

             o    Active Directory

             o    Failover Cluster

             o    File Services

             o    Network Services

             o    Remote Desktop Services

             o    Print Services

             o    Web Server (IIS)

             o    Windows Deployment Services

             o    Windows Server Update Services

        Basic knowledge of:

             o    Hardware components, especiallyservers

             o    SAN and networking components

        General security best practices

4.4.2       Soft Skills Requirements
All resources participating in a DPS delivery should possess the following skills:



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   Good communications skills
   Ability to deliver articulate and effective oral presentations to small and mid-sized audiences
   Project planning skills
   Document writing skills
   Effective management of his or her time by focusing on what is important
   Appropriate setting and management of customer expectations
   Ability to analyze and understand a customer environment quickly and assess the risk and problems
    related to a (pre-) production feature deployment
   Effective listening skills to understand customer pain points and issues with their current environment




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5        ENGAGEMENT GUIDANCE
5.1      Engagement Scoping
DPS engagements can vary in complexity from customer to customer. Properly scoping the engagement before
it begins and establishing the correct project duration, workload, and resource assignments is a critical
component for confirming that the engagement will be successful. The ideal way to accomplish this is to ensure
that the objectives and goals of the customer are clearly understood and that the engagement„s final
deliverables are clearly communicated to the customer. Doing so will also help to build a relationship between
the main partner stakeholders and the customer as well as reducethe time needed to train the team before the
engagement begins.

A DPS engagement may not include the deployment of all components that will ultimately be deployed to the
production environment. When timelines for some of the deployment elements are reduced, then the level of
customization in the deployment will be similarly affected. In a a full deployment to production, there will
likely be a greater level of integration and customization with existing Microsoft® System Center solutions than
would be possible during the DPS engagement.

A summary of the scope items to clearly define are below:

       Windows Server 2008 R2 Components:

             o   Active Directory

             o   Failover Clusters

             o   File Services

             o   Network Services

             o   Remote Desktop Services

             o   Print Services

             o   Web Server (IIS)

             o   Windows Deployment Services

             o   Windows Server Update Services



Note: Thirdparty products in use on the current infrastructure should be marked as out of scope. The migration
of those applications cannot be performed in a DPS engagement.


5.2      Project Framework
A DPS engagement does not follow all of the traditional phases of the standard Microsoft Solution Framework
(MSF) used for managing project lifecycle. DPS engagements have very clearly defined, time-limited
boundaries. There is no integration between the PoC or pilot and the customer production environment so



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there should be no impact on existing processes and workflows. Therefore, the “Envision” phase of the
traditional MSF is the only phase used in this type of engagement.

5.3      Envision Phase
The “Envision” phase, which begins the engagement, is an important phase for verifying the alignment of
delivery team and customer expectations for the project. Typically, most of the components of the “Envision”
phase will have been agreed upon during the pre-sales phase of the engagement, but it is still important to
review all the components during this phase to confirm that nothing has changed and to document those
components in the “Vision and Scope” document.

The components of the “Envision” phase include:
       Determining the requirements: Identify the goals that the DPS engagement is expected to achieve
        from a business perspective. Typical business requirements include:

                   o   Development a better understanding of the components of a Windows Server 2008 R2
                       infrastructure.

                   o   Usage of robust, standardized, secure, and well-managed infrastructure components.

                   o   Usage of new roles and features introduced with the operating system

       Determining the technical requirements: Identify the technical aspects of the solution that will be
        required to meet the business requirements. Technical requirements may include:

                   o   Flexibility

                   o   Administrative boundaries

                   o   Configurable security levels and delegation of permissions

                   o   Availability, resilience, and business continuity

       Determining the vision and scope of the project: This step consists of confirming with the customer
        what was already accomplished during the pre-sales efforts and creating the “Vision and Scope”
        document for the DPS project. A template “Vision and Scope” document is provided in the solution
        documentation. This important deliverable helps to define the broad objectives and goals of the
        engagement and helps to appropriately scope the final deliverable.


5.4      Customer Training
As part of the change management process, our customers often request to have their IT teams trained on
newly implemented technologies. However, each customer is different and it is difficult to propose a generic
training plan that fits every customer‟s needs.
The DPS engagement provides a workshop lasting 3 days during which time the customer‟s technical staff can
get an in-depth look at the technologies comprising the DPS engagement offerings and learn how they
interact. This workshop will be delivered by a qualified partner technical resource with a thorough
understanding of the technologies involved and the ability to articulate the business value to the customer.



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The project team will be able to take advantage of different resources for delivering the training plan, such as:
       Microsoft Certified Training Centers

       Microsoft Premier Training

       Customized training offerings




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6        TRAINING AND REFERENCES
MAP References

Solution Accelerator MAP Links

Microsoft Assessment and Planning (MAP) Toolkit

Microsoft Partner Readiness

MAP Team Blog

MAP TechNet Forum

Agentless Provocateur



Windows Server Resources

Windows Server Reference Links
Windows Server 2008 R2 Overview
Windows Server 2008 R2 Overview of Editions
Windows Server 2008 R2 SP1 Trial Download
Windows Server 2008 R2 Technologies



Other Reference Links

Other Reference Links
Microsoft Operations Framework (MOF)
System Center and Windows Server 2008 R2




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