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Prepared for Client Client Contact Name Client Contact Email Client Contact Phone Prepared by RFL Systems Ltd http://www.rflsystems.co.uk Raphael Perez
Document Information
Status
Document Status Information Document Version Version Date Created By Reviewed By Released by Release Date 0.1 October 2012 Raphael Perez
Document Location
This document is a snapshot of an online document that can be found at http://bit.ly/RcjtZk.
Change History
Version 0.1 Date 19/10/2012 Author Revision Description RP Initial Version
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This document was approved by: Version Date Name Title
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This document must be distributed to: Version Name Title
Contents
Introduction ............................................................................................................................................ 5 Design Process ........................................................................................................................................ 5 Define the Project Scope ........................................................................................................................ 6 Determine Which Features This Project Will Address ........................................................................ 6 SCCM Infrastructure................................................................................................................................ 8 Questionnaire ..................................................................................................................................... 8 Inventory ................................................................................................................................................. 9 Questionnaire ................................................................................................................................... 10 Hardware Inventory ...................................................................................................................... 10 Software Inventory ....................................................................................................................... 10 Asset Intelligence .......................................................................................................................... 10 Software Distribution ............................................................................................................................ 10 Questionnaire ................................................................................................................................... 11 Software Updates ................................................................................................................................. 11 Questionnaire ................................................................................................................................... 11 Application Virtualization...................................................................................................................... 13 Questionnaire ................................................................................................................................... 13 Software Metering ................................................................................................................................ 13 Questionnaire ................................................................................................................................... 13 Settings Management ........................................................................................................................... 14 Questionnaire ................................................................................................................................... 14 Network Access Protection ................................................................................................................... 14 Questionnaire ................................................................................................................................... 15 Wake On Lan and Power Management ................................................................................................ 15 Questionnaire ................................................................................................................................... 15 Out of Band Management .................................................................................................................... 15 Questionnaire ................................................................................................................................... 15 Remote Tools ........................................................................................................................................ 16 Questionnaire ................................................................................................................................... 16 Operating System Deployment ............................................................................................................. 16 Questionnaire ................................................................................................................................... 17
User State Migration ............................................................................................................................. 18 Questionnaire ................................................................................................................................... 18 Security ................................................................................................................................................. 19 Questionnaire ................................................................................................................................... 19 Remote Consoles .................................................................................................................................. 19 Questionnaire ................................................................................................................................... 19 Discovery ............................................................................................................................................... 19 Questionnaire ................................................................................................................................... 20 Mobile Device Management................................................................................................................. 22 Questionnaire ................................................................................................................................... 22 Client Installation .................................................................................................................................. 23 Questionnaire ................................................................................................................................... 24 Endpoint Protection .............................................................................................................................. 25 Questionnaire ................................................................................................................................... 25
Introduction
This guide leads the reader through the process of planning a System Center Configuration Manager infrastructure. The guide addresses the following fundamental decisions and tasks: Identifying which SCCM capabilities will be needed. Designing the components, layout, security, and connectivity of the SCCM infrastructure. Designing the components and the dependencies that are required
Business objectives should be prioritized at the start of the project so that they are clearly understood and agreed on by IT and business managers. Following this guide should result in a design that is sized, configured, and appropriately placed to deliver the stated business benefits, while considering the user experience, security, manageability, performance, capacity, and fault tolerance of the system. The guide addresses the scenarios most likely to be encountered by someone designing a SCCM infrastructure. Please note that the terms System Center Configuration Manager, ConfigMgr, Configuration Manager, CM and SCCM all refer to the same Microsoft product, and the terms are used interchangeably.
Design Process
This guide addresses the following decisions and activities that must occur in planning the design for SCCM. The following steps that represent the most critical design elements in a well-planned SCCM design:
Date Author Document1
Define the Project Scope; SCCM Infrastructure; Asset Inventory; Software Distribution; Software Updates; Application Virtualization; Software Metering; Compliance Settings; Network Access Protection; Wake On Lan; Power Management; Endpoint Protection; Internet-based client;
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Mobile device management; Remote Tools; Operating System Deployment; User State Migration; Security; Remote Consoles; Discovery; Client Installation; Design Hierarchy/Site.
Included?
software updates and deploys those updates. Provides enforcement of software updates on clients before they can access network resources. Defines configuration standards and policies, and audits standards compliance throughout the enterprise against those defined configurations. Collects and reports on software that is in use so that this can be compared against licenses to ensure software license compliance. Can power on a system, even when its switched off, which is useful for performing software distribution or software updates during off hours. Can manage systems when they are turned off, in sleep mode, in hibernation mode, or otherwise unresponsive. The managed computer must have the Intel V-Pro chip installed. Remotely administer client workstations. Useful for Help Desk personnel needing to troubleshoot individual user issues Provides antimalware security for client computers and servers that can be integrated directly into System Center applications; also provides historical reporting of malware events and client status. Enables management of clients that are beyond the organizations firewall boundaryfor example, on the Internet. Mobile devices, such as phones, can run a capabilities subset, such as inventory and software distribution (cannot be managed by remote control or receive operating system deployments like desktop clients).
Software Metering
Wake on LAN
Remote Control
Antimalware protection, policybased security management, and reporting Manage outside the enterprise
Endpoint Protection
Internet client
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SCCM Infrastructure
Now that the scope has been identified, there are many constraints of its own that would affect a SCCM Infrastructure. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. Physical locations Location 2. Network connectivity Location 1 Location 2 Connection Utilized Bandwidth IP Range / Subnet / AD Site
3. What are the company expectations for growth or contraction? 4. Server location Manufacture Model Location Number
6. Client Connectivity Connection 7. Will clients move between locations? 8. Are any acquisitions or divestitures planned in the environment in which SCCM will be implemented? 9. Is Active Directory Schema extension allowed to SCCM? 10. Is this solution should be fault-tolerance or high availability? 11. Can this solution be totally virtualized? If yes, which virtualization platform will be used? 12. Which locations virtual servers cannot be used? Location Number
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13. Should a DR planning be part of the project? 14. If the solution is totally virtualized, can the DR planning be held as part of the virtualization solution (ie. Server replication, VMotion, etc) 15. Are there any non-Domain clients that should be managed? 16. Should SQL Server (Installation and Configuration) be part of the project? 17. Should SQL Reporting Services (Installation and Configuration) be part of the project? 18. Can servers be installed on a Remote site? If yes, any exception? Location 19. Will 3rd Party Software be considered as part of the project? (ie. 1E Nomad) 20. If required, Should Public Key Infrastructure (Design, Installation and Configuration) be part of the project? 21. If required, Should configuration of the Active Directory for Bitlocker be part of the project? 22. Does your company have Windows Intune Subscription? 23. List of languages the solution should support Location Language
Inventory
Inventory is responsible for collecting information about the clients machines hardware and software resources. This information includes installed hardware, memory statistics, hard disk space usage as well installed software patches. The inventory information is often used to effectively target the installation of new software packages. For example, when deploying Microsoft Office 2007; it is possible to use the inventory to generate a report of the clients that meets the required installation prerequisites. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
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Questionnaire
Hardware Inventory 1. How often should it be updated? 2. Classes that should be collected
Class Name
Field Name
Computers
Class Name
Source
Fields
Computers
Software Inventory 1. How often should it be updated? 2. List all files/extensions that will be inventoried File name / Extension Location Computers
3. List all files/extensions that will be collected File path / File name / Extension Location Computers
Asset Intelligence 1. Should Asset Management manage Microsoft Volume License licenses? 2. Should Asset Management manage non-Microsoft licenses? 3. Should it synchronize its database with Microsoft online? If yes, how often? 4. Which classes should be enabled? (http://bit.ly/UOWNnc)
Software Distribution
Software distribution feature provides a set of tools and resources that help you create and manage applications and packages used to distribute software to client resources within your enterprise. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
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Questionnaire
1. List all applications (Manufacture, name, version, service pack, size, deployment type) that you believe will be deployed to your organisations client resources using SCCM.
Manufacturer
Name
Version
Service Pack
Size
2. Should a message be displayed to the end-user when installing application? 3. If a restart is needed, what should be restart countdown (in minutes)? 4. List of software that can be deployed to a user
Name
5. How often a re-evaluation of the system should happen for software that is required to be installed? 6. Will users be able to request software installation via web portal? 7. When requesting software via web portal that requires approval, should an e-mail be sent to his/her manager? If yes, is this information populated into Active Directory? 8. Will Windows Intune be used to distribute content for Internet clients?
Software Updates
The software updates feature provides a set of tools and resources that can help manage the complex task of tracking and applying software updates to client computers in the enterprise. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. List of existing Windows Software Update Service in use Server Name / OS WSUS Version Location
Included?
Definition Updates Drivers Feature Packs Service Packs Tools Update Rollups Updates 3. List of Microsoft Software to be patched Name Version Service Pack Size
4. List of non-Microsoft Software to be patched Manufacture Name Version Service Pack Size
5. When the Software Update can be applied to clients? (maintenance window) Start Time 6. List of Scan/evaluation Date/Time Computer End Time Computer
7. How often the synchronization with Microsoft will happen? 8. Enforce mandatory deployment? 9. Will Software Update be used to patch non-Microsoft software? If yes, can 3rd party software be used? 10. Display message to the end user when applying patches? 11. How often the re-evaluation of installed updates happen? 12. List of automatic deployment rules
Computers
Deadline
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Application Virtualization
Application virtualization is at the heart of Microsoft Application Virtualization (App-V). It decouples applications from the operating system and enables them to run as network services. Application virtualization can be layered on top of other virtualization technologiesnetwork, storage, machineto create a fully virtual IT environment where computing resources can be dynamically allocated in real-time based on real-time needs. App-V's patented application virtualization, dynamic streaming delivery, and centralized management technologies make everything from deployments and upgrades to migrations and business continuity initiatives easier and faster with better agility: The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. Does your company SA gives you access to the MDOP package? 2. What App-v client version will be integrated? 3. List all applications (Manufacture, name, version, service pack, size that you believe will be deployed to your organisations client resources using SCCM. Manufacture Name Version Service Pack Size
Software Metering
Software metering in SCCM allows you to monitor and collect software usage data on SCCM clients. The collection of this usage data is based on software metering rules that can be configured by the administrator in the SCCM console, or by the automatic generation of rules based on usage data collected by SCCM inventory. These rules are evaluated by the software metering client agent on SCCM client computers, which collects metering data and reports this back to the site database. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. How often Software Metering should be reported? 2. List of Application to be monitored Manufacture
Date Author Document1
Application
File Name
Version
Language
Version Telephone Page
Location
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Name
Settings Management
The SCCM desired configuration management (DCM) feature provides a set of tools and resources that can help assess and track configuration compliance of client computers in the enterprise. Desired configuration management in SCCM allows you to assess the compliance of computers with regard to a number of configurations, such as whether the correct Microsoft Windows operating system versions are installed and configured appropriately, whether all required applications are installed and configured correctly, whether optional applications are configured appropriately, and whether prohibited applications are installed. Additionally, you can check for compliance with software updates and security settings. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. Will Settings be used for Servers (Application Monitoring)?, if Yes, List all applications that will be monitored Manufacture Application Name Version Service Pack Language
3. User data and Profiles Type (Folder Redirection, Offline, Roaming profile) Where Configuration
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The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. Is the Windows 2008 Network Access Protection in place? 2. How often the evaluation cycle will happen? Will it be a fresh scan every time? 3. Will it use the same Active Directory Forest? If not, what is the other domain suffix
The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. Will Wake On Lan be used? 2. Will wake up be used? When will the wake up occur? 3. Are users allowed to exclude their devices from power management? If no, any exception? User / Group
Questionnaire
1. Are all machines v-pro capable? 2. Is there any Microsoft Enterprise Certificate Authority in place?
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Remote Tools
SCCM remote tools allow you to remotely access and operate client computers in the SCCM site which have the remote tools client agent components installed. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. Will users be able to change the local settings? 2. Automatic grant permissions to local Administrators Groups? 3. Who will have rights to remote access client machines? User / Group Computer Name Reason
4. Prompt for users permissions? If yes, any exception? User / Group Computer Name Reason
5. Display remote access notification? If yes, any exception? User / Group Computer Name Reason
6. List of remote tools to be used Type Remote Tools Remote Assistance Remote Access Level Of Access Full/View only/No Access None/Remote Viewing/Full Control Extra Information Solicited/unsolicited Require network level authentication
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Questionnaire
1. Will OS Deployment be integrated with MDT? 2. Will Bare Metal OS Deployment be used? 3. Will OS migration be used? (ie: from XP to Windows 7, from Windows 7 to Windows 7). 4. If Question 3 is yes, will the Migration be responsible for saving users profile? 5. Will Multicast be used? 6. If question 5 is yes, does your network (switches/routers) support Multicast? If yes, any exception Location 7. List of Operating Systems Location 8. Where OS Deployment be used? Location Type (Migration, Bare Metal, Both) Data Access (Media, Network) OS Name / Version
9. What windows activation method will be used? MAK/KMS 10. How many partitions should be used? 11. Does your organization need deploy OS to any computer that SCCM do not know? (Unknown computer support), if yes, should it use password? 12. Does the OS refresh/migration need install application that was already installed? 13. Is there any disk encryption used? 14. Will UEFI be used instead Bios? If yes, exceptions? Computer / Computer Model 15. Will BitLocker be used? If yes, will recovery key be stored in active directory? Computer / Computer Model Bitlocker key management (TPM, USB, TPM + USB, TPM + PIN)
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16. Will Windows To Go be used? (Apply only to Windows 8 OS) Computer / Computer Model Bitlocker key management (TPM, USB, TPM + USB, TPM + PIN)
Questionnaire
1. Should OS Deployment save user profile? 2. Should Offline capture be used? If yes, should BitLocker be disabled before installing new OS (if applicable)? 3. Should users profile be saved on the local hard drive? 4. Should users profile be saved on a remote server? If yes, for how long it should be kept there? 5. Should users profile be saved locally/on a USB disk when no remote server available or on a remote site with unreliable/slow network connectivity? 6. What files/extensions should be saved? File Path Extension
7. What applications should have their user settings saved? Application 8. Which user settings should be discarded? Settings 9. Regional Settings Location Regional Settings Settings
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10. Which users should have their profile excluded? 11. Exclude user profile on last logon? If yes, since when (Number of days / specific date time)
Security
By default, only administrators have access to all SCCM features. Non-administrators may need access to only a subset of features and this access should be controlled. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. List of user/group with their respective access User / Group Access Computer
2. Is there any requirement to split the management in more than one SCCM infrastructure?
Remote Consoles
The SCCM console is the primary interface to configure, run, and access SCCM features and tools and it is required to accomplish the day-to-day tasks required to configure sites, maintain SCCM site database, and monitor the status of a SCCM hierarchy. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. How many concurrent consoles will be used? 2. List of connections User / Group Location
Discovery
An important concept to understand in SCCM is that of resource discovery. Before a client machine can be controlled and managed by SCCM it must be discovered. The discovery process is important to initially find all resources, and also on an on-going basis so that newly built machines can be discovered quickly and added to the SCCM site database. Discovering resources is the first phase of the client deployment process.
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Once a resource has been discovered a Discovery Data Record, or DDR, is created and recorded in the SCCM site database. A DDR contains resource properties such as: SCCM unique identifier (GUID) NetBIOS name IP addresses IP subnets Operating system name and version Domain or workgroup Last logon user name Name of discovery agent that generated the DDR Active directory service container. Active directory group.
The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. Which of the following Discovery methods will be used? Discovery method Active Directory Forest Discovery Active Directory System Discovery Discover Resources Domain, IP Address, Active Directory Sites Computers Source of Data Domain Controllers How often Included? Observations
Domain Controllers
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Active Directory User Discovery Active Directory Group Discovery Heartbeat discovery Network Discovery
Users
Domain controllers
Groups
Domain controllers
Computers
Computers, Network routers and devices devices that respond to network requests 2. Should the membership of distribution groups be discovered? (applicable to Active Directory Group Discovery) 3. Only discover computer that have logged on to a domain recently? If yes, what is the time since last logon (days)? (applicable to Active Directory System Discovery and Group Discovery) 4. Only discover computer that updated their computer account password recently? If yes, what is the time since last password update (days)? (applicable to Active Directory System Discovery and Group Discovery) 5. Forest Discovery
Account
Observations
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9. Network Discovery Data Type of Discovery Slow network awareness Subnets Domains SNMP SNMP Devices DHCP Value
Questionnaire
1. List of mobile device types Manufacturer OS Name Version
2. How often should the pooling interval (Windows CE only) be? 3. Will users be able to enrol mobile devices? If yes, list users and groups User / Group 4. If answer of question 3 is yes, what are the Issuing Certification Authorities and the Mobile device template to be used? Certification Authority Mobile device template
5. Should Exchange Active Sync be used to manage mobile devices? If yes, list the exchange servers and accounts Exchange server Account
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Client Installation
The next phase is to install the SCCM client software on the clients. The following section details the various installation methods available in SCCM. Client Installation method Client push installation Advantage Can be used to push to a single computer, a collection or the results from a query. Can be used to automatically install the client on discovered computers. Automatically uses client installation properties defined on the Client tab of the Client Push Installation Properties dialog box. Disadvantage Can cause high network traffic when pushing to large collections. Can only be used on computers that have been discovered. Cannot be used to install clients in a workgroup. A client push installation account must be specified which has administrative rights to the intended client computer. The Windows firewall must be configured on client computers with exceptions to allow client push installation to complete. Requires functioning software updates infrastructure as a prerequisite. Must use the same server for client installation and software updates, and this server must reside in a primary site. To install new clients, you must configure an Active Directory Group Policy object with the client's active software update point and port. If the Active Directory schema is not extended, you must use Group Policy to provision computers with client installation properties. Can cause high network traffic if a large number of clients are being installed. If the Active Directory schema is not extended, you must use Group Policy to add client
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Can use your existing software updates infrastructure to manage the client software. Can automatically install the client software on new computers if WSUS and Active Directory Group Policy are configured correctly. Does not require computers to be discovered before the client can be installed. If the Active Directory schema has been extended, computers can read installation properties published to Active Directory Domain Services. Will reinstall the client software if it is removed. Does not require computers to be discovered before the client can be installed. Can be used for new client installations or for upgrades. If the Active Directory schema
has been extended, computers can read installation properties published to Active Directory. Does not require computers to be discovered before the client can be installed. Supports using command line properties for CCMSetup. Does not require computers to be discovered before the client can be installed. Can be useful for testing purposes. Supports using command line properties for CCMSetup. Can leverage the features to upgrade the client by collection, or to a defined timescale. Supports using command line properties for CCMSetup.
Can cause high network traffic if a large number of clients are being installed.
Manual installation
Can cause high network traffic when distributing the client to large collections. Can only be used to upgrade the client software on computers that have been discovered and assigned to the site. Can cause high network traffic when distributing the client to large collections. Can only be used to upgrade the client software on computers that have been discovered and assigned to the site.
Can leverage the features to upgrade the client by collection, or to a defined timescale. Supports using command line properties for CCMSetup.
The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
1. Client Installation method Method Included? Comments
2. If client push enabled, will Client installation be automatic or manual after initial discovery?
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Endpoint Protection
Endpoint Protection uses SCCMs capabilities to perform tasks such as deploying antimalware clients, enforcing security policies on endpoints, managing devices, and alerting administrators to events. The following questions will help to identify the various elements and components that will make up the base SCCM hierarchy.
Questionnaire
Automatically install Endpoint Protection on client computers? If yes, any exception? Computer Automatically remove previously installed antimalware software before installing Endpoint Protection? If yes, any exception?
Computer Allow Endpoint Protection client installation and restart outside maintenance windows? If yes, any exception?
Computer Supress any required computer restarts after Endpoint Protection installation? If yes, any exception?
Computer Allow users to postpone restart after Endpoint Protection installation? If yes, any exception? How long (hours)
Computer
Allow 1st definition update download only from SCCM infrastructure? If yes, any exception?
Computer Anti-malware policy Policy Scheduled Scans Scan Settings Default Actions Real-time protection
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Computer
Data
Exclusion Settings Advanced Threat overrides Microsoft Active Protection Services Definition updates Windows Firewall Policies Policy Domain Profile Private Profile Public Profile Enabled Incoming connections Notify blocks
Computer
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