The TechNet Desktop Deployment Center is structured around the Microsoft Solution Accelerator for Business Desktop Deployment (BDD) 2007. BDD 2007 is the recommended best practice methodology for consistent, repeatable, and cost-effective deployments. BDD delivers end-to-end guidance to efficiently plan, build, test, and deploy operating systems and applications. Microsoft has been working with leading deployment partners to enhance and develop this industry guidance in addition to providing Microsoft’s implementations of BDD methodology.
This accelerated solution provides proven tools and practices that enable IT professionals to:
| • | Create a software and hardware inventory to assist in deployment planning. |
| • | Test applications for compatibility and mitigate the compatibility issues discovered during the process. |
| • | Set up an initial lab environment with deployment and imaging servers. |
| • | Customize and package applications. |
| • | Automate desktop image creation and deployment. |
| • | Ensure that the desktop is hardened to improve security within the environment. |
| • | Manage processes and technologies to produce a comprehensive and integrated deployment. |
Microsoft has two BDD methodology-based deployment solutions supporting x86 and x64 versions of Microsoft Windows® XP Professional, Windows XP Tablet PC Edition, and Windows Vista™ as well as the 2007 Microsoft Office system deployment.
| • | A Zero Touch BDD solution for organizations with a solid management infrastructure. This uses Systems Management Server 2003 and Microsoft Operations Manager 2005, as well as the tools and technologies available in Windows Vista and the 2007 Office system and is our recommended solution to obtain the full benefits of BDD methodology. |
| • | A Lite Touch solution for organizations that might not have such an infrastructure. This is a free download available along with source code and uses an MMC plug-in infrastructure for a quick and simple way to plan, build, and deploy desktops within your organization. This free BDD download gives you all the guidance, documentation, and tools (Windows Automated Installation Kit, User State Migration Tool, Application Compatibility Toolkit, and more) you will need for a successful desktop deployment. |
The idea that BDD is nothing more than a deployment technology is misleading. You can certainly take a technology-driven approach, deploying operating systems and applications by using the separate tools that Microsoft provides.
A better approach is to use BDD as a holistic approach to desktop deployment. BDD brings together the people, processes, and technology required to perform highly successful, repeatable, and consistent deployment projects. Because of its strong focus on methodology and best practices, BDD is much more valuable than the sum of its parts. Not only does BDD have the benefit of decreasing the time required to develop a desktop-deployment project, but it also reduces errors and helps you create a higher-quality desktop-deployment project.
BDD is a free download. IT professionals can use and customize it for their deployment projects. Partners can build their own deployment solutions based on BDD.
While BDD provides technology for performing desktop deployment, its larger focus is on methodology and best practices. Microsoft solutions, such as BDD, are implementations of industry-standard methodologies and best practices. These solutions provide opportunities for Microsoft partners and independent software vendors (ISVs) to learn how to build their own solutions, too. BDD is not just a Microsoft standard but is also becoming an industry standard with the input Microsoft partners and ISVs provide.
By following the guidance in BDD, you are putting into action these methodologies and best practices to manage complex projects?proven best practices that Microsoft uses for its own development projects and that are based on the Microsoft Solutions Framework (MSF). BDD enables you to build best- practice- oriented solutions to do the following:
| • | Manage teams and processes to produce a comprehensive and integrated deployment based on technology solutions. |
| • | Set up lab and test environments that the development teams will share. |
| • | Create software and hardware inventories for deployment planning. |
| • | Test applications for compatibility with Windows Vista and mitigate the compatibility issues discovered during the process. |
| • | Automate applications' installations and customize their configurations and repackage applications if necessary to achieve a fully automated installation. |
| • | Develop strategies and solutions for migrating users' documents and settings. |
| • | Create an automated process for developing and deploying computer images. |
| • | Develop an imaging strategy that requires fewer flexible images to deploy dynamic builds to destination computers. |
| • | Deploy computer images using lite-touch and zero-touch solutions; deploy computer images remotely to branch offices and mobile users. |
| • | Harden deployment servers and computer images against security threats. |
Microsoft released previous versions of BDD, including BDD 2.0 and BDD 2.5, in two editions. The Standard Edition was for small to medium organizations and only supported lite-touch deployment. The Enterprise Edition was for large businesses and supported both lite-touch and zero-touch deployment. Even though both editions included similar guidance, the technology in each edition was different (for example, the lite-touch solution was significantly different from the zero-touch solution). This release of BDD has only one edition, however, because the lite-touch and zero-touch technologies are now based on the same code.
In addition to supporting the deployment of Windows XP Professional and Windows XP Tablet PC Edition, this BDD release includes support for deploying Windows Vista. In fact, new deployment technology in Windows Vista created many opportunities to make significant improvements in BDD 2007. BDD 2007 uses the latest Windows Vista deployment tools, including the Application Compatibility Toolkit 5.0, Microsoft Windows User State Migration Tool 3.0, ImageX, Windows System Image Manager, Microsoft Windows Preinstallation Environment (PE) 2.0, and Microsoft Windows Deployment Services. This release of BDD delivers end-to-end guidance for the efficient planning, building, testing and deployment of the 2007 Microsoft Office system. For information about deploying Microsoft Office 2003, see Upgrading to Microsoft Office 2003.
The following list summarizes the changes:
| • | BDD 2007 adds support for deploying Windows Vista and 2007 Office system. Office 2003 deployment guidance is now available separately. |
| • | This release of BDD introduces the Deployment Workbench for creating and customizing computer images. The Deployment Workbench is a Microsoft Management Console (MMC) console that replaces the Computer Imaging System Wizard (Config.hta) in earlier versions of BDD. The Deployment Workbench is a significant improvement that you can use to create a distribution point (operating systems, device drivers, applications, and packages). You then create builds and deployment points based on source files in the distribution point. |
| • | The Deployment Workbench provides far more advanced handling of applications, device drivers, and so on than Config.hta in earlier versions of BDD. For example, you can specify dependencies between applications. In fact, the Deployment Workbench includes native support for 2007 Office system. |
| • | BDD 2007 merges the lite-touch and zero-touch code. Customizing both lite-touch and zero-touch solutions is now a similar process, and the guidance contains updated information about both solutions. Both coexist in the same environment and provide broader scenario coverage with common tools. Additionally, the Deployment Wizard (lite-touch deployment) is new and significantly improved in this release of BDD. Both solutions now use a standalone task sequencer that's derived from Microsoft System Center Configuration Manager 2007 to simplify the scripting complexity present in earlier versions of BDD. |
| • | This release of BDD includes the Windows Automated Installation Kit (Windows AIK). BDD fully leverages the tools in the Windows AIK, including ImageX, Windows System Image Manager, Windows PE 2.0, and Windows Deployment Services (Windows SD). |
| • | The documentation has been reorganized and updated so that each guide separates step-by-step instructional guidance from process and background guidance. This organization makes focusing on one or the other easier, and it makes customizing the guidance simpler for partners developing solutions based on BDD. |
Most of the deployment challenges that Microsoft's customers face include building teams, schedules, project plans, and business cases for their projects. Technology by itself plays a smaller role in successful deployments. For some customers, more specific challenges include the following:
| • | Widely varying results and costs for desktop deployment occur when customers aren't using a standard set of deployment guidelines. |
| • | Customers often produce varying types of solutions when they focus more on technology and less on methodology. |
| • | Customers can perceive that desktop deployment is complex and expensive when they don't have a repeatable and consistent process around the technology. |
| • | The Microsoft deployment tool strategy has been unclear and scattered. |
Due to these challenges, Microsoft is focusing on enhancing its guidance around desktop deployment for Windows Vista. The result is a significantly improved version of BDD, including the methodology and technology. Microsoft is working with industry experts, system integrators, and deployment software providers to build this guidance so that it captures best practices within the industry.
BDD addresses the methodology challenges by using MSF as its basis. MSF provides guidance for managing the deployment tasks within BDD. At its heart, MSF is about dedicated people using business processes and technology to improve the computing environment and make it more efficient. MSF is a flexible, interrelated series of concepts, models, and best practices that serve as a foundation on which to plan and build technology projects. It's a disciplined approach that helps organizations envision, plan, and implement technology solutions that meet business objectives?on time, in scope, and within budget. For more information about MSF, see "Microsoft TechNet: Microsoft Solutions Framework" at http://www.microsoft.com/technet/itsolutions/msf.
BDD has four main components: the Plan, Build, and Deploy Guide, the technical feature team guides, the job aids, and the solution technology. You can use these interdependent components in whole or in part, depending on your role in the overall project. The following list describes each component in more detail:
| • | Plan, Build, and Deploy Guide. The Plan, Build, and Deploy Guide explains how to plan and complete the project and is intended for the entire project team. It describes project planning, timelines, team roles, and other project management information. The content of this guide is driven by MSF. |
| • | Feature team guides. The feature team guides provide information about specific technical areas. Separating the technical content from the planning and management content enables you to focus on the types of documents that are most pertinent to your role on the team. Feature team guides steer specialist teams through planning, building, and deploying tasks and checkpoints within the larger deployment project. Guiding the teams through the checkpoints ensures that each team's decisions align with the overall project goals and that the deliverables are well integrated into the total deployment project. For example, a program manager will spend much more time with the Plan, Build, and Deploy Guide than with a technical document; conversely, developers will spend the greater part of their time with the feature team guides and less with the Plan, Build, and Deploy Guide. Although the Plan, Build, and Deploy Guide may indicate that it is time to create a computer image, it does not describe how to perform that task. Instead, it refers to the Computer Imaging System Feature Team Guide. Each feature team guide contains synchronization points that refer to milestones in the Plan, Build, and Deploy Guide. In this way, the technical content can be updated independently of the management guide while remaining synchronized with specific deliverables, milestones, and decisions in the management planning structure. In addition, step-by-step processes are separated from conceptual content as appendices in the feature team guides. This separation enables team members to quickly move into action items, particularly when team members are well versed in the concepts underlying the early project phases. |
| • | Job Aids. Several job aids (templates) are provided as starting points for the project. For example, where the Plan, Build, and Deploy Guide indicates the need for a functional specification document, the corresponding job aid shows which type of content should be included in the specification. The job aids can be modified to fit the specific processes and requirements of each organization. |
| • | Solution Technology. You use the solution technology files to set up the imaging and deployment servers that create standard Windows-based desktop configurations. These files include the Deployment Workbench, which you use to create distribution shares and customize operating system builds. BDD includes scripts to deploy Windows, install applications, capture user state data, and so on. |
BDD includes the Getting Started Guide, which describes in more detail the various components of BDD and how they're organized. The Getting Started Guide also describes how to install and prepare BDD for first use.
BDD includes support for both lite-touch installation (LTI) and zero-touch installation (ZTI). The table shows criteria for deciding which solution to use and the requirements of each.
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Desktop deployment is a vital task for organizations of any size, including small and medium organizations. While BDD is designed for large organizations that have many resources to address desktop deployment, the solution scales well to small and medium organizations. That's because BDD is modular?small and medium organizations can pick and choose the components they use and how they use them. It's not uncommon for an IT generalist at a small organization to sit down and complete an entire deployment project in less than a week.
How you use BDD depends on your current IT environment. Small organizations typically have one or two IT generalists who perform the tasks required by multiple feature teams in BDD. Also, small organizations deploy smaller numbers of computers, so using a more manual process (LTI in BDD) rather than investing time to fully automate the process makes more economical sense. Small organizations can react faster to problems that occur during or after deployment, and so they don't require as extensive testing before proceeding. Because IT generalists in small organizations are personally aware of every computer, they don't need to dedicate as much time to inventory and management.
Medium organizations have four or five technologists who are familiar with most aspects of their organizations' IT environments. Like small organizations, they deploy fewer computers than enterprises do. Therefore, medium organizations' deployment requirements are not as extreme as those of enterprises; however, BDD can still improve the efficiency with which medium organizations deploy the business desktop.
Whatever your organization's size or deployment infrastructure, BDD can help you deploy desktops more quickly and with less effort and error than manual or semi-automated methods. Streamlining desktop deployment will get updates into the hands of users more quickly, making them more productive. Simplifying deployment also reduces time spent deploying and supporting the business desktop, so the organization can concentrate on other important tasks. Ultimately, using BDD to improve deployment methodology in your organization will help cut costs and drive more revenue.
The Plan, Build, and Deploy Guide includes specific guidance for how to scale BDD to small and medium organizations. For example, it describes which steps you can skip, which portions of which documents you must read, and so on.
The Desktop Deployment Web site is a companion to BDD. First, it's a portal into the solution accelerator guidance, providing an easy way to navigate the guidance online. Second, it provides supplemental information that the solution accelerator guidance does not provide, including additional links to white papers and tools in TechNet and other Microsoft Web sites that can help you deploy the business desktop. The Web site organization follows the work identified by BDD. On the site's home page, you'll find a link to Business Value, which helps you analyze and present the value of deploying a new business desktop to your executive management. You'll also find links to the following areas, which are typical of most desktop-deployment projects:
| • | Application Compatibility. Companies can have thousands of line-of-business (LOB) applications installed across distributed networks. To ensure that these applications are compatible with a new operating system, it's essential that companies test these applications against the new operating system. Compatibility problems with one or many of these applications can cause costly work stoppages and impact the company's revenue stream. |
| • | Computer Imaging. To succeed in deploying an operating system, companies should use the best technology and business processes available as well as the best practices for optimizing those technologies. By developing baselines for the computing environment, companies have a known and fixed configuration for deployment, which lowers the cost of ongoing support, troubleshooting, and other operations. Through imaging, a standard build that includes core applications, the operating system, and any additional company requirements can be used for workstation deployment. |
| • | Infrastructure Management. Understanding the network environment is critical for any project that introduces network and server changes. As part of your planning and preparation, you must understand the current status of your organization's environment, identify other sources of change that may affect the project, and develop a risk-mitigation approach to the changes before incorporating them. |
| • | Deployment. Deployment planning and pilot testing should be part of any development process. Deployment processes will differ primarily around the technologies used for the deployment. The deployment process might seem like a complex task, and the resources required may be unavailable. If so, consider using an IT partner to help with the planning and process development to make the task more manageable for your internal IT staff. |
| • | Application Management. Desktop deployment usually includes applications. You must plan how to deploy each application, whether you deploy it as a core application in the disk image or as a supplemental application. Of course, automating application installation makes deployment more efficient and less error-prone, so you must repackage those applications that don't provide a way to automate the installation and customize the application. Office 2007 is an integral part of the business desktop. As a core application, most companies will use the guidance in BDD to include the 2007 Office system in a disk image. Alternatively, companies might want to customize the 2007 Office system and deploy it by using SMS. Following the proven best practices that BDD provides will help make the transition to the 2007 Office system easier. |
| • | User State Migration. The combination of users' data files and their operating systems and application settings is called user state. Settings include items such as screen saver preferences and Web browser favorites. Migrating users' data files and settings means that those users will have minimal interruption after the deployment process. |
| • | Security. For most companies, securing the computing environment is the IT department's highest priority. When deploying new operating systems or computers, making sure that the new deployments are at least as secure as the current environment is critical. In fact, any process for deploying new computers must include deploying secure systems. By using constantly updated baselines and images, you can keep the environment secure while still allowing rapid deployment of new workstations. |
While this site is based on BDD, it is much more than just a BDD portal. You'll find information about the partners that can help you with business desktop deployment. In addition, this Web site hosts a desktop-deployment community. It has a staff of columnists who publish articles covering a range of deployment topics, from development tools to testing techniques. This site also provides newsgroups in which you can discuss topics with the columnists as well as your peers. These newsgroups are the place to get support and exchange ideas with other people who are also deeply involved in desktop deployment. Please visit the Discussions in Desktop Deployment Web page.