Envisioning Phase

se
 Summary Details for Assessment
Scenarios

Total Users

Network Incompatibility Type

Compatible Desktops

Incompatible Desktops Type

Compatible Applications

Incompatible Applications Type

sment
 Assessed Network Configuration
Domain Name Domain Type Network Protocols DNS Configuration DHCP Configuration
sed Network Configuration
Trust
Number of Routers Networked Domain Network Bandwidth Relationships Users
 Planned Network Configuration
Number
Domain Domain Network DNS DHCP of Networked Network
Name Type Protocols Configuration Configuration Routers Domain Bandwidth
Trust
Relationships Users Risks
 Assessed Active Directory Configuration

Active
Directory Intersite
Site Name Forest Version Mode Namespace IP Subnets Servers Transports
n

Trust Relationships Users

 Planned Active Directory Configuration

Active Directory IP Intersite

Site Name Forest Version Mode Namespace Subnets Servers Transports
ation

Trust Relationships Users Risks

 Assessed Server Roles

Server IP Server Operating Primary Purchase Date or

Name Address Domain System Domain Role Supplementary Roles Install Date
Network Link Network Bandwidth
Speed to the Availability to the
Domain Controller Domain Controller
 Planned Server Roles
Primary
Server IP Server Operating Domain Purchase Date or
Name Address Domain System Role Supplementary Roles Install Date
r Roles

Network Link Speed to Network Bandwidth Availability to

the Domain Controller the Domain Controller Risks
 Assessed Desktop Configuration
Computer Computer
Manufacturer Model CPU RAM CD Drive DVD Drive Display Type
onfiguration
Operating
System Total
 Planned Desktop Configuration

Total Free Hard Number Number

Computer Hard Disk Disk of Disk of CD
Manufacturer Computer Model CPU RAM Space Space Drives Drives
Configuration

Number
of DVD Display Operating
Drives Type Peripherals System Total Risks
 Assessed Applications

Number Install
Application Manufacturer Version Location Type Business Use of Users Method
Assessed Applications
Standard
Operating Application Operating System
Environment Dependencies Dependencies Compatibility Configuration
 Planned Applications

Business Number Install

Application Manufacturer Version Location Type Use of Users Method
nned Applications

Application Operating System

SOE Dependencies Dependencies Compatibility Configuration Risks
 Assessed Network Security
Password Policy
Must Log On to Account Lockout
Maximum Age Minimum Age Length Unique Change Lockout Duration Reset Count
Domain

Group Policy

Local Policy

Smart Card
Password
Change Expired Complexity
 Planned Network Security
Password Policy
Must Log
Maximum Minimum On to Account Lockout
Age Age Length Unique Change Lockout Duration
Domain

Group Policy

Local Policy

Smart Card
Security

Reset Password
Count Change Expired Complexity Risks
 Assessed User Profile
User User Functional Function
Profile Group Area Objective Activities Scenarios Requirements
New Scenario
 Data Gathering T

Tool Manufacturer Availability Purpose Limitations Dependencies Risks

Data Gathering Tools

Hardware Server Network User

Requirements Requirements Requirements Interaction Category Product Phase
Training Users
 Migration Assessment
Installation Method File Total
Product Method Dependency Storage Location Users Risks
nt
 Risk Assessment
Operating
Risk Risk Description Network Desktop Application System User Business
Risk Level Mediation
 Deployment Team
Training Availability
Team Position Responsibility Activity Skill Required Required Required Location
ment Team
Team
Member
 Support Plan

Area of Training Availability

Support Position Responsibility Activity Skill Required Required Required Location
Team
Member
 Communication Plan
Secondary
Procedure Area Procedure Description Initial Contact Contact Tracking
 Tool
Tracker Tool Access
 Risk Plan
Contingency
Risk Area Description of Risk Plan Tracking Tracker Tracking Tool
Tool
Access
 Rollback
Procedure Initial Secondary Tool
Procedure Area Description Contact Contact Tracking Tracker Tool Access
Tests Tester Sign-off
 Tracking Database
Database
Type Version Size Location Access Administrator Security Schema
Information Procedures
Planning Phase
 Network Configuration

Windows
Internet Naming
Domain Domain Network DNS DHCP Service (WINS)
Name Type Protocols Configuration Configuration Configuration Router
etwork Configuration

Router Firewall Networked Network

Location Location Domain Bandwidth Trust Relationships Users
 Active Directory Con

Active Directory IP Intersite

Sites Forest Version Mode Namespace Subnets Servers Transports
tive Directory Configuration

Organizational Unit Domain

Trust Relationships Users (OU) OU Description Physical Site Controller
Speed to
Forest
Root
 Server Configuration

Server IP Supplementary
Name Address Domain Server Operating System Primary Domain Role Roles
Server Configuration

Purchase Date or Network Link Speed to the Domain

Installation Date Controller
Network Bandwidth Availability to the Domain
Controller
 Deskt

Computer Computer Physical

Manufacturer Computer Model Serial Number Network Location Location CPU RAM
 Desktop Configuration

Total Free Hard Number Number Number

Hard Disk Disk of Disk of CD of DVD Display
Space Space Drives Drives Drives Type Peripherals Operating System
Incompatible New Group Local
Drivers Drivers Policy Policy
 Windows Vista Deployment
Installation Migration Application
Stored Location Location Security Method Dependencies Incompatibility
ployment
Computers to
Configuration Migrate To
 Windows Vista Configurat
Domain Location Installation Method Source Files Configuration Files

Configuration
Domain Location Local Security Policy Snap-in Settings

Computer
Serial
Domain Location Machine Name Number Protocol

Domain Location Machine Name Disk Format Local Drives

Desktop
Domain Location Machine Name Background Screen Saver

Program
Domain Location Machine Name Menu Accessories
Windows Vista Configuration
Installation
Drives Location

Wireless
Remote User Network Group
Configuration Configuration Configuration Policy

Group
Mapped Drives Directories Folders Policy

Display
Appearance Web Effects Settings Shortcuts

Startup Group Policy

Group Policy
 Microsoft Internet Explorer Configuration

General Temporary User Group or OU This

Configuration Home Page Internet Files History Configuration Affects

Security Internet Security User Group or OU This

Configuration Security Level Configuration Affects

Content Content User Group or OU This

Configuration Advisor Certificates Personal Information Configuration Affects

Connections Connection Dial-up Local Area Network User Group or OU This

Configuration Setup Settings (LAN) Settings Configuration Affects

Programs E-mail
Configuration HTML Editor Program Newsgroups Internet Call

Advanced Microsoft Virtual

Configuration Accessibility Browsing HTTP Settings Machine (VM)
er Configuration

Contact User Group or OU This

Calendar List Configuration Affects

Multimed User Group or OU This

ia Printing Address Bar Search Security Configuration Affects
 2007 Microsoft Office System Deployment

Installation Application
Stored Location Location Security Migration Method Dependencies
ystem Deployment

Computers to
Incompatibility Configuration Migrate To
 2007 Office System Configuration

Domain Location Source Files

Installation User Group or OU This

Feature State Shortcut Configuration Affects

Additional Custom Files User Group or OU This

to Install Location Shortcut Configuration Affects

User Group or OU This

Logging Location Configuration Affects

User Group or OU This

User-Defined Setting Configuration Configuration Affects

Individual Data
Filename Location Shared Data Location

Domain Location Local Security Policy Snap-in

Configuration
Configuration Installation
Files Drives Location

Configuration
Settings
 Office Outlook 2007 Configuration
User Group or OU
Mode This Mode Affects

Filter User Group or OU This

Filter State Configuration Filter Affects

User Registry User Group or OU This

Interface Configuration Setting Configuration Affects

User Group or
OU This
Configuration
Feature Installation State Affects

Security User Group or OU This

Template Setting Configuration Configuration Affects
n
 Application Configuration
Applications to Be Migrated
Stored Installation
Application Manufacturer Version Location Location Security

Applications Not to Be Migrated

Stored
Application Manufacturer Version Location Retired Location Migration Method
pplication Configuration

Application Computers to
Migration Method Dependencies Incompatibility Configuration Migrate To

Application Files Substantiation Authorization

 Network Security
Password Policy
Must Log On to
Maximum Age Minimum Age Length Unique Change
Domain

Logon/Logoff File and Object User of User User and Security Policy Restart,
Access Rights Group Changes Shutdown the
Management System

User Group or
Policy OU That Policy
Group Policy Configuration Is Applied To

User Group or
Policy OU That Policy
Local Policy Configuration Is Applied To

User Group or
Policy OU That Policy
Smart Card Configuration Is Applied To
Network Security

Account Lockout Password

Lockout Duration Reset Count Change Expired Complexity

Process
Tracking User Group or
OU That Policy
Is Applied To
 Migration Preparation
Business Team
Task Contact Contact Activities Information Dependencies Methods
Completion
Date Tracking
 Migration Stages

Data Affected Business

Stage Actions Dependencies Collection Tools Resources Location Unit
tages

Business Team Start Completion

Operations Members Date Date Risks Rollback
 Team Members
Refer to the Envisioning Phase - Deployment Team worksheet for team roles and responsibilities.
Team E-mail Phone
Member Responsibility Name Address Contact
 Installatio
Tool Manufacturer Availability Purpose Limitations Dependencies Risks
 Installation Tools
Hardware Server Network
Requirements Requirements Requirements User Interaction Category Product
Phase Training Users
 Testing Too
Tool Manufacturer Availability Purpose Limitations Dependencies Risks
 Testing Tools
Hardware Server Network
Requirements Requirements Requirements User Interaction Category Product Phase
Training Users
 Migration Too
Tool Manufacturer Availability Purpose Limitations Dependencies Risks
 Migration Tools
Hardware Server Network User
Requirements Requirements Requirements Interaction Category Product Phase
Training Users
 Deployment
Tool Manufacturer Availability Purpose Limitations Dependencies Risks
Deployment Tools
Hardware Server Network
Requirements Requirements Requirements User Interaction Category Product Phase
Training Users
Developing Phase
 Migration Methods
Refer to the Planning Phase - Migration Stages worksheet for migration methods.
 Rollback
Refer to the Planning Phase - Migration Stages worksheet for rollback procedures.
 Release to Production
Release Acceptance Sign-off
Stage Criteria Criteria Authority
Stabilizing Phase
 Test Tools
Refer to the Planning Phase - Testing Tools worksheet for a list of test tools.
Tool Tool
Name Tool Description Location
 Test Team
Refer to the Envisioning - Deployment Team worksheet for team roles and responsibilities.
Team E-mail Phone
Member Responsibility Name Address Contact
 Test Desktops
Computer Number of Disk Number of CD
Manufacturer Computer Model CPU RAM Drives Drives
Desktops
Number of DVD
Drives Display Type Peripherals Number
 Test Servers
Number Number Number
Computer of Disk of CD of DVD Display
Manufacturer Computer Model CPU RAM Drives Drives Drives Type
Peripherals Number
 Test Devices
Additional
Type Manufacturer Information Number
 Test Printers
Type Manufacturer Model Number
 Test Network Design
Server IP Active Group Local
Server Role Address Domain Directory Policy Policy
 Build Test Case Requirements
Test Case
Feature Requirement ID Requirement Description
nts
 Installation Test Case Requirements
Refer to the Test Specification.doc for Windows Vista Images test cases.
Requirement Test Case
Feature ID Requirement Description
 Windows Vista Infrastructure Test Case Requirements
Test Case
Feature Requirement ID Requirement Description
rements
 2007 Office System Infrastructure Test Case Requirements
Requirement Test Case
Feature ID Requirement Description
equirements
 Network Integration Test Case Requirements
Test Case
Feature Requirement ID Requirement Description
ments
 Security Test Case Requirements
Requirement Test Case
Feature ID Requirement Description
 Test E-Mail Cases
Test Case
Feature Requirement ID Requirement Description
 Internet Access Test Case Requirements
Test Case
Feature Requirement ID Requirement Description
s
 Print and File Sharing Test Case Requirements
Test Case
Feature Requirement ID Requirement Description
ements
 Hardware Compatibility Test Case Requirements
Requirement Test Case
Feature ID Requirement Description
rements
 Application Compatibility Test Case Requirements
Refer to the Test Specification.doc for Application Compatibility test cases.
Refer to Chapter 3 of the Microsoft Windows Server 2003 Server Deployment Kit book: "Planning, Testing, and Pilotin
Test Case
Feature Requirement ID Requirement Description
uirements

ning, Testing, and Piloting Deployment Projects."

 Operation and Support Test Case Requirements
Test Case
Feature Requirement ID Requirement Description
 Deployment and Migration Test Case Requirements
Refer to the Test Specification.doc for Deployment and Migration test cases.
Requirement Test Case
Feature ID Requirement Description
rements
 Backup and Restore Test Case Requirements
Requirement Test Case
Feature ID Requirement Description
 Rollback Test Case Requirements
Requirement Test Case
Feature ID Requirement Description
Deploying Phase
 Summary Details for Post-Deployment
Deployed Failed
Scenarios

Total Users

Desktops

Applications
 Preparation
Refer to the Developing Phase - Migration Methods worksheet for preparation information.
Blocking
Task Status Issues Completion Date
formation.
 Production Impact
Business
Affected Business Operatio
Impact Stage Actions Dependencies Resources Unit ns Authority
 Completion
Start Date Date
 Known Issues Status
Tracking Known
ID Issue Description Impact Sign-off E-mail
 Software Authorization Status
Software
Name Version Manufacturer License Virus Checked Virus Scanner Location
Migration
Stage
 Pre-production Plan
Refer to the Planning Phase - Migration Preparation and Migration Stages worksheets for a list of pre-production activ
t of pre-production activities.
 Production Plan
Refer to the Planning Phase - Migration Preparation and Migration Stages worksheets for a list of production activitie
Refer to the Envisioning Phase - Rollback Plan worksheet for a list of rollback procedures.
Refer to the Envisioning Phase - Support Plan worksheet for a list of support roles and procedures.
or a list of production activities.
es.
procedures.
 Cleanup
Documentation
Archive Documentation Documentation Test Hardware
Documentation Location Sign-off Status Sign-off Authority Hardware ID Description
 Cleanup
Hardware Hardware Software
Hardware De- Storage Hardware Sign-off Storage
installation Status Location Sign-off Status Authority Software Version Location
Software Software
Sign-off Sign-off
Status Authority