ViaMonstra Configuration Manager 2012 Project plan and success criteria s

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1 ViaMonstra Configuration Manager 2012 Project plan and success s Authors: Kent Agerlund Create date: 09/ Change date: Document version no.: 1.0 Page 1 of 16

2 Document information History Date Author Version Reason for change 09/ Kent Agerlund 1.0 N/A Proof readers Name Version Date of approval ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 2 of 16

3 Table of contents Document information... 2 History... 2 Proof readers... 2 Table of contents... 3 Purpose and Audience Phases and Milestones... 5 s... 7 Milestone 1a and 2a CM12 infrastructure design and installation... 7 Milestone 3a Inventory and license metering... 9 Milestone 4a Application Deployment Milestone 5a Software Update Management Milestone 6a System Center Endpoint Protection Phase 7 Image deployment Training plan Configuration Manager Administrator training Helpdesk training ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 3 of 16

4 Purpose and Audience This document describes the project plan, milestones and defines the success s for each phase. This document is written for the following personnel: IT Management Staff and consultants involved in the design of the Systems Management infrastructure. ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 4 of 16

5 2. Phases and Milestones Phase Milestone Description Estimated no of days 1 1a CM12 infrastructure design Define success s for phase CM12 Infrastructure design Detailed CM12 design started. Site Server and SQL installation document ready. 1 1b CM12 Installation in production environment Install primary site server Install secondary site server Configure site systems Overall collection design Configuring role based security Configuring boundaries and boundary groups 2 2a Inventory Management & License Metering Define success s for phase Define hardware inventory needs. Define software inventory needs. Agent configuration. Identify license reporting needs. Creating software metering rules. 3 3a Application Deployments Define success s for phase Design Application installations processes and standards. Create the first 2-3 applications and packages. 4 4a Software Update Management Define success s for phase Define Software Update Management processes. Install and configure Software Update Management (WSUS 3.0, Site System roles). Create Software update components (Auto deployment rules, update groups, deployments, packages and templates 4 4B System Center Endpoint Protection Define success s for phase Install and configure Endpoint Protection infrastructure (site system, collections) Create and customize SCEP policies Create SCEP alerts 5 5a Operating System Deployment Define success s for phase Install MDT Configure OSD infrastructure ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 5 of 16

6 Phase Milestone Description Estimated no of days Build Frontend 6 6a Pilot test all phases Define success s for phase Total Install CM12 agents on 25 workstations inventory, Application deployment, Updates and SCEP functionality Pilot testing will be spread all over the other phases ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 6 of 16

7 s Milestone 1a and 2a CM12 infrastructure design and installation item Infrastructure 1. Primary Site servers 2. Site System servers 3. Configure Site System Roles 4. CM12 agent deployment method 5. Backup and recovery Discovery and deployment 6. Discovery of system resources works as intended. Primary site server in Viamonstra is installed according to the mailed installation guide no later than June Site system servers (remote DP s) are identified and added to the detailed design document no later Site System roles are configured no The CM12 client can be deployed using the push account and the GPO method to the test domain(s) and locations prior to June Backup and Restore procedures has been tested in production environment prior to June All defined objects in the domain (users, computers and groups) are discovered prior to June Boundary and boundary groups 7. Boundary and A boundary group boundary groups strategy has been decided, result /Pro ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 7 of 16

8 item Role Based Administration 8. The Site administrator 9. The Support (helpdesk) role boundaries and boundary groups are defined no Configuration Manager administrators can perform design changes according to the description in the Administrative Model Helpdesk can access the information according to the description in the Administrative Model 10. Read Only role Have read only access to all objects in the Config Mgr. UI. 11. Reporting user Have access to all role reports. Collection design 12. Folder and collection design Overall collection design has been approved and implemented supporting security, reporting and the main features no later result /Pro ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 8 of 16

9 Milestone 3a Inventory and license metering item 1. Inventory ConfigMgr clients can report Hardware Inventory and Software Inventory data no later than June Reports and Queries Inventory data can deliver: result /Pro Number of clients pr. Location Client Count Software Inventory by client 3. License metering A strategy for managing Microsoft licenses and 3rd. party license data has been decided no Client Health Report showing % reporting client health. Define SLA for health no later ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 9 of 16

10 Milestone 4a Application Deployment item 1. Software Deployment components All components (clients, Distribution Points groups, application catalog etc.) are configured no later 2. Strategy A strategy for deploying machine and user targeted application must be defined no later 3. Software can be deployed 4. Create Application and packages Software packages and applications can be deployed to computers and users no later than June Define which packages and applications to create no later 5. Application catalog Application web catalog tested and works with approval no later result /Pro ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 10 of 16

11 Milestone 5a Software Update Management item 1. Software Update Management infrastructure The Software Update infrastructure is configured no later result /Pro 2. Software Update components WSUS server WSUS GPO Software Update client All software update components are configured no later 3. Software Update installation in test. Templates Collections Update Groups and deployments for May and June Update package for and is created Maintenance windows are defined Automatic deployment rule for Patch Tuesday is created. Software updates from Microsoft can be installed to a group of test machines according to the values in the templates and maintenance windows no later 4. 3rd. party updates A discussion has been made on how to handle 3rd. party updates no Define SLA Compliance SLA s are defined for the various environments no ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 11 of 16

12 item result /Pro ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 12 of 16

13 Milestone 6a System Center Endpoint Protection item Infrastructure 1. Infrastructure and agent settings Site system role and client agent settings is installed and defined no Policies Default workstation policies are defined and tested no later 3. Alerts Define alert settings for workstation and servers no later 4. Report requirements Reports are tested and Dashboard approved no later result /Pro ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 13 of 16

14 Phase 7 Image deployment item Infrastructure 1. Infrastructure Windows Deployment and Microsoft Deployment Toolkit infrastructure installed and configured no later 2. Workstation setup Workstation settings are defined (wallpaper, desktop settings etc) no later no Workstation applications Define software packages that are to be part of the standard image no Models defined Hardware models are defined to be part of the image package version no Reference image Reference image version 1 tested and running in production no later 6. Image model test Image is tested on all hardware models no later than June Re-evaluation All test results are discussed and changed no later than June Image version 1.0 Image version 1 is ready for test in production no later than June Deployment method PXE, CD, USB Image can be deployed using PXE, CD and USB no later than June result /Pro ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 14 of 16

15 item 10. Bare metal, Refresh, Side-By- Side Image solution supports Bare Metal, Refresh and Side-By-Side scenarios. All 3 scenarios are tested no later than June result /Pro ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 15 of 16

16 Training plan Configuration Manager Administrator training Duration: 5 days Participants All Administrators Topics: Image deployment ConfigMgr. infrastructure design ConfigMgr. security design ConfigMgr. collection design Client installation Inventory Queries & Reports Application deployment Software Update Management Endpoint Protection Operating System Deployment Personal Date Location & local responsible Helpdesk training Duration: 2*0,5 days Participants Helpdesk Topics: Project introduction. ConfigMgr. introduction Operating System Deployment Endpoint Protection Queries & Reports Application deployment Troubleshooting Personal Date Location& local responsible ViaMonstra -SC 2012 ConfigMgr Pros.docx Page 16 of 16

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