Assessment Template

Envisioning Phase

Envisioning Phase

Scenarios

Total Users

Network Incompatibility Type

Compatible Desktops

Incompatible Desktops Type

Compatible Applications

Incompatible Applications Type

Summary Details for Assessment

Summary Details for Assessment

Domain Name Domain Type Network Protocols DNS Configuration DHCP Configuration

Assessed Network Configuration

Number of Routers Networked Domain Network Bandwidth

Trust

Relationships Users

Assessed Network Configuration

Domain

Name

Domain

Type

Network

Protocols

DNS

Configuration

DHCP

Configuration

Number

of

Routers

Networked

Domain

Network

Bandwidth

Planned Network Configuration

Trust

Relationships Users Risks

Planned Network Configuration

Active

Directory

Site Name Forest Version Mode Namespace IP Subnets Servers

Intersite

Transports

Assessed Active Directory Configuration

Trust

Relationships Users

Assessed Active Directory Configuration

Active

Directory Site

Name Forest Version Mode Namespace

IP

Subnets Servers

Intersite

Transports

Planned Active Directory Configuration

Trust

Relationships Users Risks

Planned Active Directory Configuration

Server

Name

IP

Address Domain

Server Operating

System

Primary

Domain Role

Supplementary

Roles

Purchase Date

or Install Date

Assessed Server Roles

Network Link

Speed to the

Domain Controller

Network Bandwidth

Availability to the

Domain Controller

Assessed Server Roles

Server

Name

IP

Address Domain

Server Operating

System

Primary

Domain

Role

Supplementary

Roles

Purchase Date

or Install Date

Planned Server Roles

Network Link Speed

to the Domain

Controller

Network Bandwidth Availability

to the Domain Controller Risks

Planned Server Roles

Computer

Manufacturer

Computer

Model CPU RAM CD Drive DVD Drive Display Type

Assessed Desktop Configuration

Operating

System Total

Assessed Desktop Configuration

Computer

Manufacturer

Computer

Model CPU RAM

Total

Hard Disk

Space

Free Hard

Disk

Space

Number

of Disk

Drives

Number

of CD

Drives

Planned Desktop Configuration

Number

of DVD

Drives

Display

Type Peripherals

Operating

System Total Risks

Planned Desktop Configuration

Application Manufacturer Version Location Type

Business

Use

Number

of Users

Install

Method

Assessed Applications

Standard

Operating

Environment

Application

Dependencies

Operating System

Dependencies Compatibility Configuration

Assessed Applications

Application Manufacturer Version Location Type

Business

Use

Number

of Users

Install

Method

Planned Applications

SOE

Application

Dependencies

Operating System

Dependencies Compatibility Configuration Risks

Planned Applications

Maximum Age Minimum Age Length Unique

Must Log On to

Change

Account

Lockout

Lockout

Duration Reset Count

Domain

Group Policy

Local Policy

Smart Card

Assessed Network Security

Password Policy

Password

Change Expired Complexity

Maximum

Age

Minimum

Age Length Unique

Must Log

On to

Change

Account

Lockout

Lockout

Duration

Domain

Group Policy

Local Policy

Smart Card

Planned Network Security

Password Policy

Reset

Count

Password

Change Expired Complexity Risks

Planned Network Security

Password Policy

User

Profile

User

Group

Functional

Area

Function

Objective Activities Scenarios Requirements

Assessed User Profile

New Scenario

Assessed User Profile

Tool Manufacturer Availability Purpose Limitations Dependencies Risks

Data Gathering Tools

Hardware

Requirements

Server

Requirements

Network

Requirements

User

Interaction Category Product Phase


Training Users


Product

Installation

Method

Method

Dependency

File

Storage Location

Total

Users Risks

Migration Assessment

Migration Assessment

Risk Risk Description Network Desktop Application

Operating

System User Business

Risk Assessment

Risk Level Mediation

Risk Assessment

Team Position Responsibility Activity Skill Required

Training

Required

Availability

Required Location

Deployment Team

Team

Member

Deployment Team

Area of

Support Position Responsibility Activity Skill Required

Training

Required

Availability

Required Location

Support Plan

Team

Member

Support Plan

Procedure Area Procedure Description Initial Contact

Secondary

Contact Tracking

Communication Plan

Tracker Tool

Tool

Access

Communication Plan

Risk Area Description of Risk

Contingency

Plan Tracking Tracker Tracking Tool

Risk Plan

Tool

Access

Risk Plan

Procedure Area

Procedure

Description

Initial

Contact

Secondary

Contact Tracking Tracker Tool

Tool

Access

Rollback

Tests Tester Sign-off

Rollback

Database

Type Version Size Location Access Administrator Security Schema

Tracking Database

Information Procedures

Tracking Database

Planning Phase

Domain

Name

Domain

Type

Network

Protocols

DNS

Configuration

DHCP

Configuration

Windows

Internet Naming

Service (WINS)

Configuration Router

Network Configuration

Router

Location

Firewall

Location

Networked

Domain

Network

Bandwidth

Trust

Relationships Users

Network Configuration

Active

Directory Sites Forest Version Mode Namespace

IP

Subnets Servers

Active Directory Configuration

Intersite

Transports

Trust

Relationships Users

Organizational Unit

(OU) OU Description Physical Site


Domain

Controller

Speed to

Forest

Root


Server

Name

IP

Address Domain

Server Operating

System Primary Domain Role

Supplementary

Roles

Server Configuration

Purchase Date or

Installation Date

Network Link Speed to the

Domain Controller


Network Bandwidth Availability to the Domain

Controller


Computer

Manufacturer Computer Model

Computer

Serial Number

Network

Location

Physical

Location CPU RAM

Desktop Configuration

Total

Hard Disk

Space

Free Hard

Disk

Space

Number

of Disk

Drives

Number

of CD

Drives

Number

of DVD

Drives

Display

Type Peripherals

Operating

System


Incompatible

Drivers

New

Drivers

Group

Policy

Local

Policy


Stored

Location

Installation

Location Security

Migration

Method

Application

Dependencies Incompatibility

Windows Vista Deployment

Configuration

Computers to

Migrate To

Windows Vista Deployment

Domain Location Installation Method Source Files Configuration Files

Domain Location Local Security Policy Snap-in

Configuration

Settings

Domain Location Machine Name

Computer

Serial

Number Protocol

Domain Location Machine Name Disk Format Local Drives


Desktop

Background Screen Saver


Program

Menu Accessories

Windows Vista Configuration

Drives

Installation

Location

Configuration

Remote User

Configuration

Wireless

Network

Configuration

Group

Policy

Mapped Drives Directories Folders

Group

Policy

Appearance Web Effects

Display

Settings Shortcuts

Startup Group Policy


Group Policy


General

Configuration Home Page

Temporary

Internet Files History

User Group or OU This

Configuration Affects

Security

Configuration

Internet

Security

Security

Level



Content

Configuration

Content

Advisor Certificates Personal Information



Connections

Configuration

Connection

Setup

Dial-up

Settings

Local Area Network

(LAN) Settings



Programs

Configuration HTML Editor

E-mail

Program Newsgroups Internet Call

Advanced

Configuration Accessibility Browsing HTTP Settings

Microsoft Virtual

Machine (VM)

Microsoft Internet Explorer Configuration

Calendar

Contact

List



Multimedi

a Printing Address Bar Search Security



Microsoft Internet Explorer Configuration

Stored Location

Installation

Location Security Migration Method

Application

Dependencies

2007 Microsoft Office System Deployment

Incompatibility Configuration

Computers to

Migrate To

2007 Microsoft Office System Deployment

Domain Location Source Files

Feature

Installation

State Shortcut



Additional Custom Files

to Install Location Shortcut



Logging Location



User-Defined Setting Configuration



Filename

Individual Data

Location Shared Data Location

Domain Location Local Security Policy Snap-in

2007 Office System Configuration

Configuration

Files Drives

Installation

Location

Configuration

Settings

2007 Office System Configuration

Mode

User Group or OU

This Mode Affects

Filter State

Filter

Configuration


Filter Affects

User

Interface Configuration

Registry

Setting



Feature Installation State

User Group or

OU This

Configuration

Affects

Security

Template Setting Configuration



Office Outlook 2007 Configuration

Office Outlook 2007 Configuration

Application Manufacturer Version

Stored

Location

Installation

Location Security

Application Manufacturer Version

Stored

Location Retired Location

Migration

Method

Applications Not to Be Migrated

Application ConfigurationApplications to Be Migrated

Migration

Method

Application

Dependencies Incompatibility Configuration

Computers to

Migrate To

Application Files Substantiation Authorization

Application Configuration

Maximum Age Minimum Age Length Unique

Must Log On to

Change

Domain

Logon/Logoff File and Object

Access

User of User

Rights

User and

Group

Management

Security Policy

Changes

Restart,

Shutdown the

System

Group Policy

Policy

Configuration

User Group or

OU That Policy

Is Applied To

Local Policy

Policy

Configuration

User Group or

OU That Policy

Is Applied To

Smart Card

Policy

Configuration

User Group or

OU That Policy

Is Applied To

Network Security

Password Policy

Account

Lockout

Lockout

Duration Reset Count

Password

Change Expired Complexity

Process

Tracking User Group or

OU That Policy

Is Applied To

Network Security

Password Policy

Task

Business

Contact

Team

Contact Activities Information Dependencies Methods

Migration Preparation

Completion

Date Tracking

Migration Preparation

Stage Actions Dependencies

Data

Collection Tools

Affected

Resources Location

Business

Unit

Migration Stages

Business

Operations

Team

Members

Start

Date

Completion

Date Risks Rollback

Migration Stages

Refer to the Envisioning Phase - Deployment Team worksheet for team roles and responsibilities.

Team

Member Responsibility Name

E-mail

Address

Phone

Contact

Team Members

Refer to the Envisioning Phase - Deployment Team worksheet for team roles and responsibilities.

Team Members


Installation Tools

Hardware

Requirements

Server

Requirements

Network

Requirements User Interaction Category Product

Installation Tools

Phase Training Users

Installation Tools


Testing Tools

Hardware

Requirements

Server

Requirements

Network

Requirements User Interaction Category Product Phase

Testing Tools

Training Users

Testing Tools


Migration Tools

Hardware

Requirements

Server

Requirements

Network


Migration Tools

Training Users

Migration Tools


Deployment Tools

Hardware

Requirements

Server

Requirements

Network


Deployment Tools

Training Users

Deployment Tools

Developing Phase

Refer to the Planning Phase - Migration Stages worksheet for migration methods.

Migration Methods

Refer to the Planning Phase - Migration Stages worksheet for rollback procedures.

Rollback

Stage

Release

Criteria

Acceptance

Criteria

Sign-off

Authority

Release to Production

Stabilizing Phase

Refer to the Planning Phase - Testing Tools worksheet for a list of test tools.

Tool

Name Tool Description

Tool

Location

Test Tools

Test Tools

Refer to the Envisioning - Deployment Team worksheet for team roles and responsibilities.

Team

Member Responsibility Name

E-mail

Address

Phone

Contact

Test Team

Test Team

Computer

Manufacturer

Computer

Model CPU RAM

Number of Disk

Drives

Number of CD

Drives

Test Desktops

Number of DVD

Drives Display Type Peripherals Number

Test Desktops

Computer

Manufacturer Computer Model CPU RAM

Number

of Disk

Drives

Number

of CD

Drives

Number

of DVD

Drives

Display

Type

Test Servers

Peripherals Number

Test Servers

Type Manufacturer

Additional

Information Number

Test Devices

Test Devices

Type Manufacturer Model Number

Test Printers

Test Printers

Server

Server

Role

IP

Address Domain

Active

Directory

Group

Policy

Local

Policy

Test Network Design

Test Network Design

Feature Requirement ID Requirement

Test Case

Description

Build Test Case Requirements

Build Test Case Requirements

Refer to the Test Specification.doc for Windows Vista Images test cases.

Feature

Requirement

ID Requirement

Test Case

Description

Installation Test Case Requirements

Installation Test Case Requirements


Test Case

Description

Windows Vista Infrastructure Test Case Requirements

Windows Vista Infrastructure Test Case Requirements

Feature

Requirement

ID Requirement

Test Case

Description

2007 Office System Infrastructure Test Case Requirements

2007 Office System Infrastructure Test Case Requirements


Test Case

Description

Network Integration Test Case Requirements

Network Integration Test Case Requirements

Feature

Requirement

ID Requirement

Test Case

Description

Security Test Case Requirements

Security Test Case Requirements


Test Case

Description

Test E-Mail Cases

Test E-Mail Cases


Test Case

Description

Internet Access Test Case Requirements

Internet Access Test Case Requirements


Test Case

Description

Print and File Sharing Test Case Requirements

Print and File Sharing Test Case Requirements

Feature

Requirement

ID Requirement

Test Case

Description

Hardware Compatibility Test Case Requirements

Hardware 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 Piloting Deployment Projects."


Test Case

Description

Application Compatibility Test Case Requirements

Refer to Chapter 3 of the Microsoft Windows Server 2003 Server Deployment Kit book: "Planning, Testing, and Piloting Deployment Projects."

Application Compatibility Test Case Requirements


Test Case

Description

Operation and Support Test Case Requirements

Operation and Support Test Case Requirements

Refer to the Test Specification.doc for Deployment and Migration test cases.

Feature

Requirement

ID Requirement

Test Case

Description

Deployment and Migration Test Case Requirements

Deployment and Migration Test Case Requirements

Feature

Requirement

ID Requirement

Test Case

Description

Backup and Restore Test Case Requirements

Backup and Restore Test Case Requirements

Feature

Requirement

ID Requirement

Test Case

Description

Rollback Test Case Requirements

Rollback Test Case Requirements

Deploying Phase

Deployed Failed

Scenarios

Total Users

Desktops

Applications

Summary Details for Post-Deployment

Summary Details for Post-Deployment

Task Status

Blocking

Issues Completion Date

Preparation

Refer to the Developing Phase - Migration Methods worksheet for preparation information.

Preparation

Refer to the Developing Phase - Migration Methods worksheet for preparation information.

Impact Stage Actions Dependencies

Affected

Resources

Business

Unit

Business

Operatio

ns Authority

Production Impact

Start Date

Completion

Date

Production Impact

Tracking

ID

Known

Issue Description Impact Sign-off E-mail

Known Issues Status

Known Issues Status

Software

Name Version Manufacturer License Virus Checked Virus Scanner Location

Software Authorization Status

Migration

Stage

Software Authorization Status

Pre-production Plan

Refer to the Planning Phase - Migration Preparation and Migration Stages worksheets for a list of pre-production activities.

Pre-production Plan

Refer to the Planning Phase - Migration Preparation and Migration Stages worksheets for a list of pre-production activities.

Refer to the Envisioning Phase - Support Plan worksheet for a list of support roles and procedures.

Production Plan

Refer to the Envisioning Phase - Rollback Plan worksheet for a list of rollback procedures.

Refer to the Planning Phase - Migration Preparation and Migration Stages worksheets for a list of production activities.

Refer to the Envisioning Phase - Support Plan worksheet for a list of support roles and procedures.

Production Plan

Refer to the Envisioning Phase - Rollback Plan worksheet for a list of rollback procedures.

Refer to the Planning Phase - Migration Preparation and Migration Stages worksheets for a list of production activities.

Documentation

Documentation

Archive

Location

Documentation

Sign-off Status

Documentation

Sign-off Authority

Test

Hardware ID

Hardware

Description

Cleanup

Hardware De-

installation Status

Hardware

Storage

Location

Hardware Sign-

off Status

Hardware

Sign-off

Authority Software Version

Software

Storage

Location

Cleanup

Software

Sign-off

Status

Software

Sign-off

Authority

Cleanup

Documents

Assessment Template