technical migration from physical pcs to virtual...
TRANSCRIPT
1© 2009 Citrix Systems, Inc. — All rights reserved
Technical migration from Physical PCs to Virtual Desktops
Technical migration from Physical PCs to Virtual Desktops
Tarkan Koçoğlu
Senior Architect, WW Technical Readiness
Tarkan Koçoğlu
Senior Architect, WW Technical Readiness
2© 2009 Citrix Systems, Inc. — All rights reserved
What Will You Get From This Session?
• A process ensuring a successful migration to Citrix XenDesktop
• Insights how to decouple logical layers for:
• Efficient administration
• Dynamic desktop assembly
3© 2009 Citrix Systems, Inc. — All rights reserved
Agenda
Desktop Virtualization
Planning & Performing the Migration
Session Wrap-up
Useful Tools & References
Questions & Answers
5© 2009 Citrix Systems, Inc. — All rights reserved
Why Desktop Virtualization?
Data
Cen
ter
Users
Green ITLower Cost of Desktop
Ownership
Complianceand
data security
VirtualWorkforce
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Typical Challenges
• Resistance to change
• User dissatisfaction and downtime
• Negative impact on productivity
• Perceived IT service levels
• Requirement for proper planning
• Meeting ROI without planning
8© 2009 Citrix Systems, Inc. — All rights reserved
PC
Simple WayData Center
Backend
DDC
VM Host
1. Migrate physical desktop to data center2. Install Desktop Delivery Controller3. Install Virtual Desktop Agent4. Publish Virtual Desktop
Simple Way is not very effective since it
just moves existing desktop
management process to data center!
9© 2009 Citrix Systems, Inc. — All rights reserved
Analysis
Right Way – Plan for Migration
Design Test Rollout
• Assessment• Planning• Proof of Concept
• Decouple• OS• Apps
• User Profile
• Verify Design• Test Migration
• Pilot• Production
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Assessment Areas
• Why virtual desktops?
• What needs to be migrated?
• Can existing hardware be leveraged?
• Is a Proof of Concept required for evaluation?
• How will users access their desktops?
• What is the rollback option?
• …
11© 2009 Citrix Systems, Inc. — All rights reserved
Lifecycle Management
Analyze existing physical endpoint devices and categorize
• Replace PCs
• Replace with Desktop Appliances
• Provide virtual desktops
• Re-purpose PCs
• Extend lifecycle by repurposing with Desktop Receiver Embedded
• Retain PCs
• No need to touch these devices
• Consider streaming of Operating System to PC
• Bring Your Own Computer (BYOC)
12© 2009 Citrix Systems, Inc. — All rights reserved
User Types
• Location
• Connection type
• Job requirements
• Applications
• Device types
• Mobility
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Decouple Logical Layers
•Tightly coupled
•locally installed apps•Local user data
Decouple
Layers
On-demand
assembly &
delivery
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Operating System
• Determine OS type
• Before and after
• Identify corporate OS settings
• Appearance
• Restrictions
• Services
• Hardware requirements
• CPU, network, memory
• Storage space
• Objective: Definition of a standardized OS for "golden" image
15© 2009 Citrix Systems, Inc. — All rights reserved
Streaming Desktop OS
Virtualize• XenServer tools• Corporate local settings
• XenApp Plugin for Hosted & Streamed
Apps• Profile Management Agent
• Antivirus / Malware / Spyware
• Virtual Desktop Agent
• Provisioning services Agent
• Optional components
• Applications
• Browser Plugins
Store Store vDisk on network storage device
StreamStream desktop OS on-demand to physical or
virtual machines
16© 2009 Citrix Systems, Inc. — All rights reserved
Provisioning Physical & Virtual from Single Image
Maximum flexibility with the minimum
amount of images to manage
Provisioning services Network Storage
OS and workload are streamed from
network storage to virtual AND physical
desktops
XenServer
Virtual Desktops
Physical Desktop
A
B
17© 2009 Citrix Systems, Inc. — All rights reserved
Applications
• Creation of application inventory
• Prioritization of applications to be migrated
• Redeployed to virtual desktops or retired?
• Usage
• Complexity
• Business criticality
• Determine and locate application settings
• Objective: Definition of application delivery method
• XenApp (hosted/streamed)
• Installed
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Comparison of App Delivery Methods
Installed Streamed Hosted
Description Applications part
of OS
Executed locally,
but not installed
Executed remotely
on XenApp server
User access Every user
receives app
Only authorized
users
Only authorized
users
Updates Update of base OS image required
App Hub XenApp
Performance Directly impacts
CPU & Memory
Directly impacts
CPU & Memory
Consumes network
bandwidth lightly
Only Citrix
Receiver impacts CPU & Memory
Resource usage Bound to desktop Bound to desktop Bound to XenApp
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Which App Delivery Method To Use?
Base AnomalousResource
Intensive
Technically
Challenging
Description
Common apps
needed by all
users
Home-grown
apps
Unique with
limited Terminal
Services support
Have heavy
system
requirements
Large, complex
apps with many
moving parts and
dependencies
Example
Microsoft Office
(Word, Excel,
PowerPoint,
Outlook), Adobe
Acrobat
CAD/CAM, data
processing
Epic, Cerner,
SAP
Primary Delivery Stream Stream Stream Host
Secondary
DeliveryHost Host Host
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User Settings
• User related data
• User profile and OS type
• Local documents and folders
• Local emails (i.e. PST files)
• Understand differences between OS specific user settings
• Required space for storing information centrally
• Consider growth of environment
• Objective: Implement profile management to simplify migration
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What Comprises User Personalization?
•Enforced Policy
•Preferred Settings•Mapped Drives etc.
•\Documents and Settings
•\Users•C:\BadApp
•Streamed, isolated and
installed apps and settings•Printer settings
•Multi-monitor settings
Environment
PreferencesPolicy
User Files
App Files
Registry(HKCU)
User Profile
User Apps
Local Apps
StreamApps
Registry(HKLM)
Apps & Devices
Impacts logon time!
22© 2009 Citrix Systems, Inc. — All rights reserved
Profile Management Best Practices
• Choose the right number of profiles per user
• User Store design
• Plan for one user store per user
• Use subfolders to segregate data from different platforms
• Leverage folder redirection
• Install UPHClean for profile cleanup
• Do not mix different OS types
• Windows XP and Window Vista
• Migrate profiles with Profile management function
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Other Planning Areas
• User Privileges / Active Directory
• Printing
• Virtualization Infrastructure and/or Blades
• Network (DHCP, DNS, Firewall)
• Storage (vDisk and write cache placement)
• Desktop OS Tuning
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Performing the Migration
• Always test migration in a laboratory environment!
• Conduct pilot migration with small group of users
• Sequence migration• Hardware refresh rates
• OS upgrade plans
• Maintenance schedules
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Benefits of Planning a Migration
• Minimizing risks for failure and rollback
• Accelerates the migration process
• Opportunity to create a better managed environment
• Standardization of operating system
• Establishes a proven process for future migrations
• OS available as Master Image
• Applications delivered by XenApp
• User settings segregated from OS and stored centrally
• Flexibility
27© 2009 Citrix Systems, Inc. — All rights reserved
Session Wrap-Up
• Plan your migration!
• Assess all relevant areas for a successful migration
• Leverage available Citrix Services Toolkit for your work
• Decouple logical layers – separate OS, apps, user settings
• Test the migration process
• Perform migration to Citrix XenDesktop
29© 2009 Citrix Systems, Inc. — All rights reserved
Useful Tools
• Citrix Profile management
• Microsoft• Windows Easy Transfer (Windows Vista)
• User State Migration Tool
• Microsoft Office Resource Kits
• 3rd Party profile solutions• AppSense User Environment Manager
• rto Software
• P2V Tools
30© 2009 Citrix Systems, Inc. — All rights reserved
Useful References
• Citrix Knowledge Center
• CTX120760 “XenDesktop – Design Handbook”
• CTX119849 “Best Practices for Citrix XenDesktop with Provisioning Server”
• Simplifying Application Delivery to the Virtual Desktop• Getting Started Guide (CTX120515)
• Implementation Guide (CTX120514)
• Reference Architecture (CTX120516)
• CTX119186 “Using Citrix Profile Manager with XenDesktop”