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This guide is designed for IT pros, school administrators, and other faculty members who are responsible for the deployment of devices running Windows 8 in educational institutions. This guide covers the key considerations and questions that should be answered as a part of a typical Windows 8 deployment.
Citation preview
Windows 8 deployment planningA guide for education
July 2013
Table of contents
2 Windows 8 in education2 ITbenefits2 Facultybenefits3 Studentbenefits
4 Windows 8 purchase and licensing
6 Volume Activation
9 Network infrastructure9 Internetingressandegress10 Networkbandwidth11 Wirelessnetworking
14 Accessibility
15 Printers
17 Security and privacy19 Internetaccess20 Applicationaccess20 Deviceaccess
22 Windows Store apps
23 User accounts
25 Deployment27 Institution-owneddevices28 Personallyowneddevices29 VirtualDesktopInfrastructure30 WindowsToGo
32 Device roaming and multiple devices34 WindowsFolderRedirection35 WindowsOfflineFiles35 WindowsRoamingUserProfiles36 Defaultuserprofiles36 UserExperienceVirtualization37 MicrosoftApplicationVirtualization
38 Configuration and management40 GroupPolicy41 WindowsPowerShell41 ConfigurationManager41 WindowsIntune
1WINDOWS 8 DEPLOYMENT PLANNING
Windows 8 deployment planningA guide for education
This guide is designed for IT pros, school administrators, and other faculty members who are responsible for the deployment of devices running Windows 8 in educational institutions. This guide covers the key considerations and questions that should be answered as a part of a typical Windows 8 deployment.
SomeofthekeystosuccessinaWindows8(oranytechnologydeployment)thatwewillcoverineachsectionareasfollows:
• DevelopandcommunicateyourWindows8deploymentplanbeforeyoudeploydevices.
• Starttheplanningprocessandvalidateyourdesignasearlyinyourdeploymentprojectaspossible,becausebaddesigndecisionsbecomedifficulttocorrectthelateryoudiscoverthemintheprocess.
• Includerepresentativesfromcurriculumandtechnologyleadership(inadditiontothosewhoareresponsibleforperformingtheactualdeployment)tohelpensurethatthefinalsolutionmeetsorexceedscurriculumandlearningoutcomerequirements.
Eachsectioninthisguideliststhekeyplanningconsiderationsandquestionsforthetopicscoveredinthatsection.EachsectionalsoincludeslinkstoadditionalresourcestohelpintheWindows8deploymentplanningprocessdiscussedinthatsection.
NOTE
Classroomcurriculumdesignisoutsidethescopeofthisdocument.Inaddition,althoughmostoftheplanningdecisionsinthisguideareapplicabletoWindowsRT,thisguidefocusesonWindows8deploymentonly.
2WINDOWS 8 DEPLOYMENT PLANNING
Windows 8 in educationWindows8provideanincredibleopportunityforeducatorsandstudentstotakeadvantageofthenewworldofdigitaleducationandexcitingnewdevices,leveragingtheworldwidestandardMicrosoftplatformandcloudservicestoensureseamlessmanageability,robustsecurity,backwardcompatibility,andcosteffectiveness.RunningWindows8ondevicesdesignedforWindows8canhelpyoumeetthechallengesandmaximizethebenefitsofusingWindows8ineducation.
IT benefits
ManyITorganizationswithineducationalinstitutionsalreadysupportaMicrosoftinfrastructure.Inmanyinstances,theITstaffcanusethesametoolstheyarealreadyfamiliarwithtomanageWindows8devices.Institutionscanalsooutsourcethisworktopartnerswhoareabletoleveragethepartner’sWindows8managementexperienceandskillsets.
YoucanmanageWindows8devicesandappsautomaticallybyemployingon-premisesandoff-premisesmanagementsolutions.ThesesolutionsdramaticallyreducetheeffortrequiredfromITprostokeepdevicescurrentwithsoftwareandsecurityupdatesandtoperformcommonITadministrativetasks.Inmanyinstances,educationalinstitutionscancreateself-serviceportalsthatallowuserstosolvemanycommonproblemsthemselves(suchasresettingapassword,deployinganapp,orinstallingsoftwareupdates).ThismeansthatITproscanspendfewerhoursmanaginghardware,software,andservicestoprovidehigher-qualityserviceswiththesameorlesslevelofeffort.
Faculty benefits
Windows8hasalargeecosystemofprovidersandservices,providingeducatorstheflexibilitytochoosethedevicesandservicestheyprefer–sotheycanteachthewaytheywant.Windows8alsohelpsteachersmanagetheclassroombylimitingavailabilityofdistractingapplications(suchasinstantmessagingorsocialnetworking)duringclassandviewingandsharingstudentscreenstoimproveclassroomparticipation.
MostinstructorsandfacultymembersarefamiliarwiththeWindowsoperatingsystemandusuallyhaveanexistingdevicerunningWindowsintheclassroomorathome.FacultymembershaveavastlibraryofexistingWindowssoftwareandperipheralstoincorporateintotheirlearningcurriculum.DevicesrunningWindows8supportWindowsStoreappsanddesktopapplications,whichallowseducatorstohavetheultimateinflexibilityanddiversitywhenselectingtechnologyresourcesfortheclassroom.IfapplicationsandperipheralsworkedinWindows7,theywilloftenworkjustaswellinWindows8,decreasingbothcostanddeploymenttime.
3WINDOWS 8 DEPLOYMENT PLANNING
ThismeansthatinstructorsandfacultymemberswillbeabletorealizethebenefitofusingWindows8intheclassroommorequicklythanotheroperatingsystems.
Student benefits
Learningisaboutconsuming,collaboration,andcreation.MostWindowsdeviceshaveamultitouchuserinterfacethatprovidesanimmersiveuserexperienceforconsumingandcollaborating,buttheyalsocomewithafull-functioningkeyboardthatisessentialforcontentcreation.Nowthereistheadditionofafluidandimmersiveuserexperiencethatenablestabletsandtouchscreensaswell.Withthehugeinterestintabletsforthestudentmarket,Windows8isabletoprovideaconsistentuserexperienceacrossformfactors.Inaddition,studentshaveaccesstothevastlibraryofexistingsoftwarecreatedforWindows—includingWindowsStoreappsandWindowsdesktopapplications—andmostapplicationsthatrunontheWindows7orWindowsXPoperatingsystemwillalsorunonWindows8.
MoststudentsalreadyknowhowtousedevicesrunningaWindowsoperatingsystem.TheytypicallyhaveaccesstodevicesrunningWindowsathome,aswell,whichallowsstudentstocontinuetheireducationathomewithoutadditionalcostonthepartoftheeducationalinstitutionorthestudent’sfamily.
4WINDOWS 8 DEPLOYMENT PLANNING
Windows 8 purchase and licensingNotethefollowingkeyWindows8purchaseandlicensingplanningconsiderations:
• Howmanyusersdoyouneedtoenable?
• HowmanynewdeviceswillyoubuywithWindows8preinstalled?
• HowmanyWindows8licensesdoyouneedtopurchasetoupgradeexistingdevices(notethatsomeproductswillrequirelicenseupgrades,suchasWindows8Enterpriseedition)?
• HowdoesyourinstitutionhandleWindow8licensingforpersonallyowneddevices?
• HowcanfacultyandstudentspurchaseWindows8licensesateducationalprices?
• Whateducationalpricingandlicensingprogramsareavailableforeducationalinstitutions?
Eachphysicaldeviceorvirtualmachine(VM)runningWindows8musthaveavalidlicense.MostdevicehardwarevendorsprovideaWindows8licenseforeachdevicetheinstitutionpurchases.However,youmustobtainWindows8licensesforanyexistingdevicesrunningpreviousversionsofWindowsthatwillbeupgradedtoWindows8(suchasdevicesrunningWindows7).
ThelistbelowprovidestheWindows8licensingconsiderationsfordevicesbasedontheirownership:
• Institution owned EducationalinstitutionscanacquirelicensesforWindows8(andotherMicrosoftproducts)throughtheMicrosoftEnrollmentforEducationSolutions(EES)program.TheMicrosoftEESprogramisaneasy,cost-effectiveofferthatprovidesqualifiedacademiccustomersasimplifiedwaytoacquireMicrosoftsoftwareandservicesunderasingle
NOTE
MicrosoftworkswithorganizationsinthepublicsectorthroughtheShapetheFutureprogram.FormoreinformationabouttheShapetheFutureprogram,seehttp://www.microsoft.com/shapethefuture.
5WINDOWS 8 DEPLOYMENT PLANNING
subscriptionagreement.Formoreinformation,see“EESlicensing:MicrosoftEnrollmentforEducationSolution”athttp://www.microsoft.com/education/en-us/buy/licensing/Pages/enrollmentforeducationsolutions.aspx.
• Personally owned FacultyandstudentsareresponsibleforhavingtheappropriateWindows8licensesfortheirdevices.InadditiontopotentiallybeingabletopurchaseMicrosoftsoftwarethroughtheeducationalinstitution,facultyandstudentscanindividuallypurchaseMicrosoftproductsateducationaldiscountsthroughresellerssuchas:
• JourneyEdathttp://www.journeyed.com/dept/Brands/Microsoft/284074
• OnTheHubathttp://www.onthehub.com
UsethisinformationtodeterminethenumberofWindows8licensesyoumustobtainforyoureducationalinstitution.Also,usetheinformationtodetermineinstitution-sponsoredMicrosofteducationalbenefitprogramsforfacultyandstudents.
INFO
Formoreinformation,see“Academicsavings:HoweducatorsandstudentscansaveonMicrosoftsoftware”athttp://www.microsoft.com/education/en-us/buy/Pages/academicsavings.aspx.
6WINDOWS 8 DEPLOYMENT PLANNING
Volume ActivationNotethefollowingkeyMicrosoftVolumeActivationplanningconsiderations:
• WhichlicensingmodelsareavailableforWindows8andMicrosoftOfficeProfessionalPlus2013?
• Whattechnologiesareavailabletoactivatevolumelicenses?
• Whattypeofconnectivityisavailablefordevicestoperformactivation?
ThefollowinglistshowstheVolumeActivationtechnologiesandprovidesabriefdescriptionofeach:
• Active Directory-Based Activation (ADBA) ADBAisaroleservicethatallowsyoutouseActiveDirectoryDomainServices(ADDS)tostoreactivationobjects,whichcanfurthersimplifythetaskofmaintainingVolumeActivationservicesforanetwork.WithADBA,noadditionalhostserverisneeded,andactivationrequestsareprocessedduringcomputerstartup.ADBAworksonlyfordevicesrunningWindows8thataredomainjoined.
• Key Management Service (KMS) KMSisaroleservicethatallowsorganizationstoactivatesystemswithintheirnetworkfromaserveronwhichaKMShosthasbeeninstalled.WithKMS,ITproscancompleteactivationsontheirlocalnetwork,eliminatingtheneedforindividualcomputerstoconnecttoMicrosoftforproductactivation.KMSdoesnotrequireadedicatedsystem,anditcanbecohostedonasystemthatprovidesotherservices.Bydefault,volumeeditionsofWindows8connecttoasystemthathoststheKMSservicetorequestactivation.Noactionisrequiredfromtheuser.
• Multiple Activation Key (MAK) AMAKisavolumelicensekeythatisusedforone-timeactivationwithactivationservicesthatMicrosofthosts.YoucanactivateMAKsovertheInternetorbytelephone.
Table1onpage7liststheVolumeActivationtechnologiesandtheinformationnecessaryforselectingtheappropriatetechnologiesforyourinstitution.YoucanselectanycombinationofthesetechnologiestodesignacompleteVolumeActivationsolution.
7WINDOWS 8 DEPLOYMENT PLANNING
ADBA KMS MAK
Device must be domain joined Yes No No
Devices must connect to the network at least once
every 180 daysYes Yes No
Supports Volume Activation of Windows 8 Yes Yes Yes
Supports Volume Activation of Windows 7 No Yes Yes
Supports Volume Activation of Microsoft
Office
Yes(Office2013only,notMicrosoftOffice365orpreviousversionsofOffice)
Yes Yes
Can use Volume Activation services in Windows Server 2012
Yes Yes N/A
Can use Volume Activation services in
operating systems prior to Windows Server 2012
Yes,butrequiresthattheActiveDirectoryschemabeupdatedtoWindowsServer2012
Yes N/A
Microsoft Volume Licensing information is
stored in AD DSYes No No
Can be activated with Internet access only No No Yes
Can be activated by telephone No No Yes
Required infrastructure AD DS
KMSserver,howeverhavingAD DS
makesKMSmanagement
easier
Internetaccessortelephone
TABLE 1 VolumeActivationTechnologySelection
8WINDOWS 8 DEPLOYMENT PLANNING
Additionalinformation:
• “PlanforVolumeActivation”athttp://technet.microsoft.com/library/jj134042.aspx
• “VolumeLicensing”athttp://www.microsoft.com/licensing/about-licensing/windows8.aspx
• “IntroductiontoVAMT3.0”athttp://technet.microsoft.com/library/hh825141.aspx
• Volume Licensing Guide for Windows 8athttp://download.microsoft.com/download/9/4/3/9439A928-A0D1-44C2-A099-26A59AE0543B/Windows_8_Licensing_Guide.pdf
• “MicrosoftLicensingfortheConsumerizationofIT”athttp://www.microsoft.com/licensing/about-licensing/briefs/consumerization-it.aspx
• “MicrosoftLicensingfortheConsumerizationofIT-AcademicLicensingScenarios”athttp://www.microsoft.com/licensing/about-licensing/briefs/consumerization-it-academic.aspx
• “LicensingWindowsdesktopoperatingsystemforusewithvirtualmachines”athttp://download.microsoft.com/download/3/D/4/3D42BDC2-6725-4B29-B75A-A5B04179958B/Licensing_Windows_Desktop_OS_for_Virtual_Machines.pdf
• “VolumeactivationmethodsinOffice2013”athttp://technet.microsoft.com/library/jj219430.aspx
9WINDOWS 8 DEPLOYMENT PLANNING
Network infrastructureBecauseWindows8devicesarenotjustcloud-connecteddevices(theyworkofflinetoo),yourexistingnetworkinfrastructurewilloftenbeadequatetosupportWindows8.Aspartoftheplanningprocess,determineanynetworkinfrastructureremediationthatyoumustperformpriortodeployingWindows8devices.
Internet ingress and egress
NotethefollowingkeyInternetingressandegressplanningconsiderations:
• WhatTCPandUserDatagramProtocol(UDP)trafficmustbeallowedtoandfromtheInternet?
• Whichwebsitesmustbeaddedtotheapprovedsiteslistforedge-of-networkappliances?
• WhataretherequirementsforbeingcompliantwiththeChildren’sInternetProtectionAct(CIPA)?
• Whichfirewallsshouldyouuse(firewallappliancesandWindowsfirewall)?
OneofthekeyfeaturesinWindows8istheintegrationwithInternet-basedcontentandservices,especiallytheWindowsStore.YoumustplananynecessarychangestoyourInternetingressandegresstoprovideaccesstosuchcontentandservices,asdescribedinthefollowinglist:
• TCP and UDP traffic PlantheTCPandUDPtrafficthatmustbeallowedtoandfromtheInternet.Specifically,allowthetrafficrequiredforanynewWindowsStoreappordesktopapplicationsthatwillbeaddedaspartoftheWindows8deploymentprocess.
• Approved website list Manyedge-of-networkappliances(suchasfirewallsorwebproxies)supportalistofapprovedwebsites.Inyourplan,specifythatthelistincludestheWindowsStoreandothersupportingsites.
• CIPA compliance YoureducationalinstitutionmayneedtocomplywithCIPA,whichimposescertainrequirementsonschoolsorlibrariesthatreceivediscountsforInternetaccessorinternalconnectionsthroughtheE-rateprogram,whichmakescertaincommunicationsservicesandproductsmoreaffordableforeligibleschoolsandlibraries.FormoreinformationaboutCIPA,see“Children’sInternetProtectionAct”athttp://www.fcc.gov/guides/childrens-internet-protection-act.
10WINDOWS 8 DEPLOYMENT PLANNING
• Firewall usage YoucanusefirewallappliancesandWindowsFirewalltoprotectdevicesandprovidesecuritydefenseindepth.Ifyouuseboth,ensurethatyouprovidetheappropriateaccesstotheWindowsStoreandotherInternet-basedcontentandservicesbyconfiguringbothfirewalls.YoucanspecifythattheWindowsFirewallbeconfiguredbyusingGroupPolicyfirewallsettings.FormoreinformationonusingGroupPolicytoconfigureWindowsFirewall,seetheMicrosoftTechNetarticle,“ConfigureFirewallPortRequirementsforGroupPolicy,”athttp://technet.microsoft.com/library/jj572986.aspx.
Network bandwidth
Notethefollowingkeynetworkbandwidthplanningconsiderations:
• CantheLANandWi-Finetworksupportahighdensityofdevices?
• Doesthenecessaryavailablenetworkbandwidthexistforconnectingtoon-premisesresources?
• DoesthenecessaryavailablenetworkbandwidthexistforInternetaccess?
TheuseoftechnologyinmostcurriculumplansrequiresaccesstolocalandInternet-basedresourcesandcontent(suchasdocumentstoragelibraries,multimediafiles,oronlinestudyresources).Thefollowingisalistofplanningconsiderationsthatrelatetonetworkbandwidth:
• Support for a high density of devices Educationalenvironmentstendtohaveahighconcentrationofdevicesinasmallgeographicarea.Facultyandstudentsrequirenetworkaccessfromclassrooms,labs,andcommonareas.Thesenumberscanrangefrom20–30devicesinaclassroomtohundredsofdevicesinacommonarea(suchasalibraryorstudentcenter).Typically,thisnumberimpliesthateachclassroommayrequireadedicatednetworkconnectiontotheon-premisesnetwork,andcommonareasmayrequiremultiplededicatednetworkconnectiontotheon-premisesnetworktosupportthenumberofdevicesinagivengeographicarea.
• On-premises available network bandwidth Alldevicestypicallyneedhigh-speed,persistentconnectionstoon-premisescontentandresources(suchasprinters,fileservices,orintranet-basedsites).Ensurethattheon-premisesnetworkhassufficientbandwidthtoprovidereasonableresponsetimeswhenaccessingtheon-premisesresources.Also,includeInternettrafficwhenevaluatingyouron-premisesnetwork,becausedevicesconnecttotheInternetthroughtheon-premisesnetwork.Youcanestimatethistrafficbyobservingthetypicalintranettrafficadevicegenerates,thenmultiplyingthatbythenumberofdeviceswithinagivengeographicarea.
11WINDOWS 8 DEPLOYMENT PLANNING
• Internet available network bandwidth AlldevicestypicallyneedaccesstoInternet-basedcontentandresources(suchastheWindowsStoreandotherInternet-basedwebsites).EnsurethattheInternetconnectionhassufficientbandwidthtoprovidereasonableresponsetimeswhenaccessingtheInternet.YoucanestimatethisresponsetimebyobservingthetypicalInternettrafficadevicegenerates,thenmultiplyingthatbythenumberofdeviceswithinagivengeographicarea.
Thephysicalnetworkdesignisspecifictothetypeofdevicesandthevendorspecificationsforeachdevice.Contactthenetworkinfrastructurevendorsforplanningtoolsandresourcestohelpindeterminingnetworkbandwidth.
Wireless networking
Notethefollowingkeywirelessnetworkplanningconsiderations:
• HowmanyWi-Fiwirelessdeviceswillbeusedwithineachclassroomandincommonareas(devicedensity)?
• WhatWi-Fitechnologiesdoyouneedtosupport(suchasInstituteofElectricalandElectronicsEngineers[IEEE]802.11n,802.11g,or802.11b)?
• Willbroadband(cellular)deviceconnectivitybesupported?
Mostmoderndevicesuseawirelessconnectiontoaccessnetworks.Althoughwirelessconnectionreducestheclutterandproblemsassociatedwithwirednetworkconnections,itaddstothecomplexityofplanningandsupportingnetworks.
• Wi-Fi–supported standards MostdevicessupportavarietyoftheIEEE802.11XWi-Fistandards,suchas802.11n,802.11g,or802.11b.Ensurethatthewirelessaccesspoints(WAPs)supportthehighestspeedstandardthedevicesupports.Supporttheslowerspeedstandardstoprovidecompatibilitywitholderdevices.Forexample,mostnewdevicessupportIEEE802.11n,butolderdevicesmayonlysupportIEEE802.11b.
• Network frequency IEEE802.11Xwirelessstandardsusethe2.4gigahertz(GHz)and5.0GHzfrequenciesforcommunicationbasedonthestandardused.MostmodernWAPssupportbothfrequencies.Mostnewdevicessupport5.0GHzfrequencies,whileolderdevicesonlysupportthe2.4GHzfrequencies.EnsurethatyourWAPssupportthecorrectfrequenciestosupporttheplanneddevicepopulation.
• Wireless device density Thisconsiderationissimilartotheplanningdecisionsforwirednetworks.Fromthewirelessperspective,determinethenumberandplacementofWAPs.Mostenterprise-classWAPscansupportupto50devices;however,wirelessnetwork
12WINDOWS 8 DEPLOYMENT PLANNING
performancewilldegradedramaticallyasthenumberofdevicesapproachesthemaximumvalue.AWAPtypicallyhasasinglewirednetworkconnect,whichmeansthatalldevicesconnectingthroughtheWAPsharethatsinglewirednetworkconnection.Forexample,ifyouhaveaWAPthatsupports30studentsandhasagigabitwirednetworkconnection,those30studentssharethatsinglegigabitnetworkconnection.Inareaswithalargeconcentrationofdevices,multipleWAPsmayberequired.
• Wireless coverage Ensurethateachdevicehaswirelessconnectivitywithintheareaswherethedevicesareused(classroomsandcommonareas)byproperlyplacingWAPs.PlacingWAPstoofarfromeachotherresultsinareaswheredeviceswillnotbeabletoconnect.PlacingtheWAPstooclosetoeachothercanincreaseyourcostbycreatingunnecessaryWAPs.EnsurethatthecoverageareasforWAPsoverlapslightly.WAPsthatoverlapeachothershoulduseauniquechannel(frequency).
• Hidden service set identifier (SSID) YoucanconfigureWAPsnottobroadcasttheirSSIDs,alsoknownasahidden SSID.HiddenSSIDsaretypicallyusedasasecuritymeasure;however,avoidtheuseofhiddenSSIDs,becauseitismoredifficultforadevicetojoinahiddenSSID,andthereisminimalsecuritybenefitinhidingSSIDsineducationalsolutions.Becauseuserstendtoroam,hiddenSSIDscanleadtopooruserexperienceanddelaysinwirelessnetworkassociationtime.
• Broadband cellular support ManydevicesmayhavebroadbandcellularnetworkadaptersthatprovideInternetconnectivity.BroadbandcellularconnectivitycanreducethenetworkcongestiononyourwirelessWi-Finetworks.However,broadbandcellularconnectivityalsorequiresacontractwithacellularprovider.
• Rogue Wi-Fi hotspots ManyusersmaybringWi-Fi–enableddevicesthatcanactasWi-Fihotspots(suchashotspotsprovidedbycellularprovidersorsmartphones).EnsurethatyouspecifyalistofpublishedSSIDsinyourdesignforthefacultyandstudents.Also,specifypoliciesandproceduresthatdiscouragefacultyandstudentsfromstartinganunauthorizedWi-Fihotspot.
YoucanspecifytheuseofGroupPolicytoconfigurethewirelessnetworkadaptersettingsfordevices.Doingsoallowsyoutoprovideconsistentwirelessconfigurationsettingsfordomain-joineddevices.
13WINDOWS 8 DEPLOYMENT PLANNING
Additionalinformation:
• “Configure802.1XWirelessAccessClientsbyusingGroupPolicyManagement”athttp://technet.microsoft.com/library/dd759173.aspx
• “IdentifyingtheAreasofCoverageforWirelessUsers”athttp://technet.microsoft.com/library/cc780260(v=ws.10).aspx
• “DeterminingHowManyWirelessAPstoDeploy”athttp://technet.microsoft.com/library/cc782947(v=ws.10).aspx
• “DeterminingWheretoPlaceWirelessAPs”athttp://technet.microsoft.com/en-us/library/cc739928(v=ws.10).aspx
• “SelectingChannelFrequenciesforWirelessAPs”athttp://technet.microsoft.com/library/cc783011(v=WS.10).aspx
14WINDOWS 8 DEPLOYMENT PLANNING
AccessibilityNotethefollowingplanningconsiderationsforuserswithspecialaccessibilityneeds:
• WhatEaseofAccessandPersonalizationoptionsdofacultyandstudentsrequire?
• Whatassistivetechnologiesdofacultyandstudentsrequire?
Windows8providesessentialaccessibilitytocomputersforthosewithsignificantvision,hearing,dexterity,language,orlearningneeds.ThesefeaturesareavailableinWindows8,Windows8Pro,andWindowsRT.
NotethefollowingplanningconsiderationsforWindows8accessibility:
• Ease of Access and Personalization options TheseoptionsinWindows8makedeviceseasiertosee,hear,anduse;theyincludescreenmagnification,speechrecognition,narration,on-screenkeyboard,keyboardshortcuts,stickykeys,andvisualnotifications.
• Assistive technologies Thebuilt-inassistivetechnologiesinWindows8workwithbothWindowsStoreappsandWindowsdesktopsoftwaretoprovideseamlessaccesstotheentireWindowsexperience.DevicesrunningWindows8alsoallowyoutouseassistivetechnologysoftwarefromspecialtyassistivetechnologyvendors.
Additionalinformation:
• “AccessibilityinWindows8” athttp://www.microsoft.com/enable/products/windows8
• “AssistiveTechnologyProducts”athttp://www.microsoft.com/enable/at/
• “Windows8VoluntaryProductAccessibilityTemplate(VPAT)”athttp://download.microsoft.com/download/8/5/1/851D1C6F-025C-4945-B4FB-CFB99384FE16/Windows_8_Client_VPAT.docx
15WINDOWS 8 DEPLOYMENT PLANNING
PrintersNotethefollowingkeyprinterplanningconsiderations:
• WhichprinterdriversdoesWindows8support?
• WhatisneededtosupportWindowsStoreappsandAdvancedPrintSettingsforWindowsStoreapps?
• Howwillusersconnecttoprinters?
Facultyandstudentsneedtoconnecttoprinterresources.Youneedtoplanforuserconnectivitytoinstitution-ownedprinters.Typically,theseprintersarenetwork-based(throughwirelessorwirednetworks).However,insomeinstances,theseprintersmaybeconnectedtotheWindows8devicesbyUSBcables.
NotethefollowingplanningconsiderationsforWindows8printerconnectivity:
• Printer drivers Windows8supportsthev3printerdrivermodel(usedinWindows7)andthev4printerdrivermodel(newtoWindows8).PrintersthatareconnectedtoWindows8deviceswithv3printerdriversinstalledwillcontinuetoworkastheycurrentlydowithdesktopapplications.Somelimitationsexisttousingprinterdriversbasedonthev3printerdrivermodelforWindowsStoreapps.
• Windows Store device app and Advance Print Settings support Thev4printerdrivermodelsupportstheinstallationofaWindowsStoredeviceapp.AWindows Store device appisavendor-specificappthatprovidestheAdvancedPrintSettingsUIandsupportinformationthatarespecifictotheprintermanufacturerandmodel.Forexample,ifaprintermanufacturercanwriteaWindowsStoredeviceappforaprinterthattheymanufacture.TheWindowsStoredeviceappwouldprovideadditionalinformation,diagnostics,andtroubleshootingtoolsforthatspecificprinter.
• User connection to printers FormanyWindows8–certifiedprinters(v4printerdrivermodel),Windows8automatically
NOTE
EnsureyouhaveWindows8-certifiedprinterdevicedriversforasmanyprintersaspossible.
16WINDOWS 8 DEPLOYMENT PLANNING
discovertheprintersandinstallsthenecessarydrivers.Otherwise,youcanspecifytheGroupPolicysettingsforprintersfordomain-joineddevices.YoucanalsospecifythatusersmanuallyaddandconfigureprintersastheydidinWindows7.Ensurethatyouspecifyalistofavailableprinters(includinganynecessaryIPinformation)tostudentsandfaculty.
• Security for printing Insomeinstances,youmaywanttolimitprinterusagetoauthenticatedusers.DoingsorequiresthatthosewhoneedtousetheseprintershaveaccountsinanADDSdomainsothattheappropriatepermissionscanbeappliedtoeachprinter.
Additionalinformation:
• “PrintersExtension”athttp://technet.microsoft.com/library/cc731562.aspx
• “DeployingPrintersbyUsingGroupPolicy”athttp://technet.microsoft.com/library/cc754699.aspx
• “OverviewofPrintinginWindows8”athttp://msdn.microsoft.com/library/windows/hardware/hh852373.aspx
17WINDOWS 8 DEPLOYMENT PLANNING
Security and privacyNotethefollowingInternetplanningconsiderations:
• WhicheditionofWindows8isnecessarytosupportthedesiredsecurityandprivacyfeatures?
• HowareusersanddevicesprotectedwhenconnectedtotheInternet?
• Whatmethodsareavailabletopreventusersfrominstallingorrunningunauthorizedapps?
• WhatmethodsareavailabletoprotectuserprivacywhenrunningWindowsStoreapps?
• Whatmethodsareavailabletoprotectdevicesandtheinformationonthem?
• Whatpoliciesshouldyouconsiderimplementingwithstudents,parentsandfaculty?
Windows8includesseveralnewsecurityandprivacyfeatures.Table2liststhesecurityandprivacytechnologiesbyWindows8edition.UsethislisttodeterminewhicheditionofWindows8youneedtosupportthesecurityandprivacytechnologiesyouwanttouse.SelecttheappropriateWindows8editionthatprovidesacompletesecurityandprivacysolutionthatyoucanthencustomizeforeachuser.
WinDoWS 8 WinDoWS 8 Pro
WinDoWS 8 EntErPriSE
Windows Store App privacy Yes Yes Yes
Family Safety Yes Yes Yes
Unified Extensible Firmware Interface (UEFI)
Secure BootYes Yes Yes
SmartScreen Filter Yes Yes Yes
TABLE 2 SecurityandPrivacyTechnologiesbyWindows8Edition
18WINDOWS 8 DEPLOYMENT PLANNING
WinDoWS 8 WinDoWS 8 Pro
WinDoWS 8 EntErPriSE
Windows Defender (malware protection) Yes Yes Yes
Windows Firewall Yes Yes Yes
Picture Password Yes Yes Yes
BitLocker Drive Encryption and BitLocker
To GoNo Yes Yes
Encrypting File System (EFS) No Yes Yes
Domain membership No Yes Yes
Group Policy objects (GPOs) No Yes Yes
AppLocker No No Yes
Microsoft DirectAccess No No Yes
Windows To Go No No Yes
Forinstitution-owneddevices,Windows8ProorEnterpriseisrecommended(dependingonthefeaturesdesired)forinstitutionsthatrequiremanagementofdevicesbyusingMicrosoftmanagementproductsandtechnologies,suchasGroupPolicyandMicrosoftSystemCenter2012ConfigurationManagerwithServicePack(SP)1.InmanagedenvironmentsWindows8shouldbeafactorforpersonallyowneddevicesinBringYourOwnDevice(BYOD)scenarios.
ThesubsequentsectionswilllookathowthesefeaturesareusedforInternetaccess,applicationaccess,anddeviceaccess.FormoreinformationaboutthefeaturesinTable2onpage17,seethefollowingresources:
• Windows Store App privacy Seesection4,“WindowsStoreappsputthecustomerincontrol,”inthetopic,“Windows8appcertificationrequirements,”athttp://msdn.microsoft.com/en-us/library/windows/apps/hh694083.aspx
• Family Safety Seethetopic,“What’sNewinWindows8FamilySafety,”athttp://msdn.microsoft.com/en-us/library/windows/desktop/jj155495(v=vs.85).aspx
• UEFI Secure Boot Seethetopic,“SecuringtheWindows8BootProcess,”athttp://technet.microsoft.com/en-US/windows/dn168167.aspx
19WINDOWS 8 DEPLOYMENT PLANNING
• SmartScreen Filter Seethetopic,“WindowsDefenderandWindowsSmartScreenfightvirusesandothermalware,”athttp://windows.microsoft.com/is-is/windows-8/windows-defender#1TC=t1andthetopic,“SmartScreenFilter:FAQ,”athttp://windows.microsoft.com/is-is/internet-explorer/use-smartscreen-filter#ie=ie-10
• Windows Defender Seethetopic,“WindowsDefenderandWindowsSmartScreenfightvirusesandothermalware,”athttp://windows.microsoft.com/is-is/windows-8/windows-defender#1TC=t1
• Windows Firewall Seethetopic,“WindowsFirewallfromstarttofinish,”athttp://windows.microsoft.com/en-US/windows-8/Windows-Firewall-from-start-to-finish
• Picture Password Seethetopic,“Signinwithapicturepassword,”athttp://windows.microsoft.com/is-is/windows-8/picture-passwords#1TC=t1
• BitLocker and BitLocker To Go Seethetopic,“HelpprotectyourfileswithBitLockerDriveEncryption,”athttp://windows.microsoft.com/is-is/windows-8/using-bitlocker-drive-encryptionandthetopic,“LockupyourdatausingBitLockerDriveEncryption,”athttp://windows.microsoft.com/en-US/windows-8/bitlocker#1TC=t1
• EFS Seethetopic,“Encryptordecryptafolderorfile,”athttp://windows.microsoft.com/en-US/windows-vista/Encrypt-or-decrypt-a-folder-or-file
• Domain membership Seethetopic,“ActiveDirectoryDomainServicesOverview,”athttp://technet.microsoft.com/en-us/library/hh831484.aspx
• GPOs Seethetopic,“GroupPolicyOverview,”athttp://technet.microsoft.com/en-us/library/hh831791.aspx
• AppLocker Seethetopic,“AppLockerOverview,”athttp://technet.microsoft.com/en-us/library/hh831409.aspx
• DirectAccess Seethetopic,“UsingDirectAccess,”athttp://technet.microsoft.com/en-us/windows/dn168168.aspx
• Windows To Go Seethetopic,“WindowsToGo:FeatureOverview,”athttp://technet.microsoft.com/en-us/library/hh831833.aspx
Internet access
WhenusersconnecttotheInternet,theyareattheirgreatestriskofhavingsecurityattacksfrommalicioususersandsoftware.Windows8includesseveralbuilt-infeaturesthathelpprotectusers
20WINDOWS 8 DEPLOYMENT PLANNING
duringaccess.YoucanenableandenforcemanyofthesefeaturesbyusingGroupPolicy.Forexample,youcanuseGroupPolicytoenableWindowsDefenderandWindowsFirewall.ThesesecurityfeaturesareenabledinWindows8bydefault.
SpecifysecuritypoliciesthatimplementsafetyfeatureswhenconnectingtotheInternet,whereapplicable.Forexample,guardiansofstudentscanusetheFamilySafetyfeaturetorestrictaccesstowebsitesbasedonuserage(suchasrestrictingthetypesofappsthatuserscanviewinandinstallfromtheWindowsStore).
Application access
Application-relatedsecurityandprivacyaredividedintocontrolling:
• The installation and running of approved apps only Forinstitution-owneddevices,ensurethatusersrunonlyapprovedapps.Youcanenforcewhichappscanbeinstalledandrunoninstitution-owneddevicesbyusingtechnologiessuchasFamilySafety,AppLocker,andGroupPolicy.Forpersonallyowneddevices,educatefacultymembers,students,andguardiansonhowtouseFamilySafetyfeaturestoshowage-appropriatecontentonly.
• Any personal information the apps collect while it is running SomeWindowsStoreappscancollectprivateinformationwhiletheappisrunning(suchaslocationoroptionsselectedintheapp).WindowsStoreappsincludetheabilityforuserstooptinorprovideconsenttocollectsuchinformationbydesigntopassWindowsStoreappcertification.Becausetheusermustprovideconsent,educateusersontheinformationthatcouldpotentiallybecollectedandtherisksofprovidingtheinformation.Thiswouldbetrueforinstitution-owneddevicesandpersonallyowneddevices.
Device access
Devicesecurityandaccessrepresentoneofthelargestopportunitiesfordataloss,forgottenpasswords,andothersecurity-relatedissues.HelpusersmitigatetherisksofdeviceaccessbyusingWindows8
NOTE
ThereisnocentralizedmanagementoftheFamilySafetyfeaturebyusingGroupPolicies.TheMicrosoftaccountshouldbeviewedasapersonalaccountforusebystudentsortheirguardians.
21WINDOWS 8 DEPLOYMENT PLANNING
features.Forexample,youcanuseBitLockertopreventconfidentialdatabeingobtainedfromalostorstolendevice.Thisisparticularlyimportantfordevicesthatstorefacultyorstudentinformationonthedevice.
Table3liststhedeviceaccesssecurityandprivacytechnologiesandthenecessaryinformationforselectingtheappropriatetechnologiesforyourinstitution.Youcanselectanycombinationofthesetechnologiestodesignacompletesolution.
EFS BitLocKEr AnD
BitLocKEr to Go
PicturE PASSWorD
WinDoWS to Go
Encrypts confidential information
Yes(individualfilesandfolders)
Yes(entirefixedorremovable
diskvolumes)
N/A N/A
Reduces the complexity of
signing onN/A N/A Yes N/A
Reduces the risk of information
loss when a device is lost or
stolen
Yes Yes Yes
Yes(ifencryptedwith
BitLocker)
Reduces the cost of
replacement when a device is
lost or stolen
N/A N/A N/A Yes
Infrastructure None None None None
Ownership scenarios
Personallyor
institution-owned
Personallyor
institution-owned
Personallyor
institution-owned
Institution-owned
Domain membership
requiredNo
No(butrecoverykeyscanbestoredinADDSfordomain-joineddevices)
No
No,butrequiresWindows8Enterpriseedition
TABLE 3 DeviceAccessSecurityandPrivacyTechnologySelection
22WINDOWS 8 DEPLOYMENT PLANNING
Windows Store appsNotethefollowingWindowsStoreappplanningconsiderations:
• WhichuseraccountsarerequiredtoaccesstheWindowsStore?
• HowcanWindowsStoreappsbedeployed?
• HowcanWindowsStoreappsbemanagedintheclassroom?
• Howdoessinglesign-on(SSO)workwithWindowStoreapps?
• WhatchangesmustyoumaketothenetworkinfrastructuretosupporttheWindowsStore?
• HowareWindowsStoreappsobtained?
TheWindows8operatingsystemincludesmanynewfeatureandcapabilities,butoneprominentfeatureisWindowsStoreapps.EducationalinstitutionscanpurchaseorcreateappsforWindows8thatusethenewUI.
INFO
WindowsStoreappplanningconsiderationsarediscussedinWindows Store apps: A deployment guide for educationathttp://go.microsoft.com/?linkid=9835091.
23WINDOWS 8 DEPLOYMENT PLANNING
User accountsNotethefollowingkeyuseraccountplanningconsiderations:
• WhenareMicrosoftandWindowsaccountsrequired?
• Doagerestrictionsexistforaccounts?
• HowcanOffice365orWindowsAzureActiveDirectory(AD)accountsbeused?
• WhatistherelationshipamongMicrosoft,Windows,andWindowsAzureADaccounts?
• HowcanyouprovideanSSOexperienceforusers?
FacultyandstudentsneeduseraccountstologontotheirWindows8devices,accesstheWindowsStore,accesson-premisesresources,andaccessInternetresources.Asapartoftheplanningprocess,determinetheuseraccountsthatfacultyandstudentswilluse,theagerestrictionsforaccounts,andhowtoprovidethebestSSOexperienceforusers.
Notethefollowingplanningconsiderationsforuseraccounts:
• Determine the user accounts to use Table4onpage24liststheuseraccounttypesavailableforuseinWindows8.UsetheinformationinTable4todeterminewhichuseraccounttypesfacultyandstudentswilluse.
• Account management Youcancentrallymanagedomain-basedWindowsaccountsandWindowsAzureADaccounts.YoucannotcentrallymanageMicrosoftaccountsandlocalWindowsaccounts(forexample,youcannotmanageaMicrosoftaccountthatastudentorfacultymembercreates).However,userscanmanagetheirrespectiveMicrosoftaccountswithoutrequiringassistancefromITresources.Usetheseconsiderationsasyouselectuseraccounts.
• Determine account age restrictions MicrosoftaccountsintheUnitedStatescomplywiththeChildren’sOnlinePrivacyProtectionAct(COPPA)regardingonlineaccountcreationforchildrenunder13yearsofage.ToverifythatanadultisgivingachildpermissiontocreateanewMicrosoftaccount,COPPArequiresthatasmallamountbechargedtotheadult’screditcard(foraU.S.account).AlthoughyoudonotneedadultpermissiontocreateWindowsaccountsandWindowsAzureADaccounts,itisrecommendedthatadultsbenotifiedandpermissionobtained,asnecessary.
24WINDOWS 8 DEPLOYMENT PLANNING
Account tyPE DEScriPtion
Windows account ThisaccountisstoredlocallyontheWindows8device(localWindowsaccount)orinanon-premisesADDSdomain.ThisaccountisidenticaltotheuseraccountsthatWindows7uses.YoucanassociateaMicrosoftaccountwithaWindowsaccounttoprovideaccesstoresourcesthatuseaMicrosoftaccount(suchastheWindowsStoreorSkyDrive).ThisaccountisalwaysrequiredtologontoaWindows8device.
Microsoft account ThisaccountisanInternet-basedaccountusedtoaccesstheWindowsStoreorotherservicesthatuseMicrosoftaccounts(previouslyknownasWindows Live ID).YoucanassociateaMicrosoftaccountwithanexistingWindowsaccount.ThisaccountistypicallyrequiredbutcouldbeoptionalifnoservicesthatuseMicrosoftaccountsareused(suchasnotaccessingtheWindowsStore).
Windows Azure AD account
ThisaccountisanInternet-basedaccountstoredinWindowsAzureADservices(whichmayhavebeenmigratedfromorintegratedwithanon-premisesADDSinfrastructure).Office365usesWindowsAzureADservicestostoreOffice365credentials.Thisaccountisrequiredifemailandotherservicesusethistypeofaccount(suchasusingemailorMicrosoftSharePointOnlineinOffice365).
Guardiansshouldbeinvolvedintheaccountcreationprocessandtheprovisioningofdevicestochildrenunder13yearsofage.InstructtheguardiansonhowtheFamilySafetyfeaturecanhelpintegratethemintotheirchild’sdigitallearningexperience.
Additionalinformation:
• “Microsoftaccount”athttp://windows.microsoft.com/en-US/windows-live/microsoft-account-help#microsoft-account=tab1
• “WindowsAzure:IdentityandAccessManagement”athttp://www.windowsazure.com/en-us/home/features/identity
• Children’sOnlinePrivacyProtectionathttp://www.coppa.org
• Windows Store apps: A deployment guide for educationathttp://go.microsoft.com/?linkid=9835091
TABLE 4 UserAccountTypesandDescriptions
25WINDOWS 8 DEPLOYMENT PLANNING
DeploymentNotethefollowingkeydeploymentplanningconsiderations:
• WhatdeploymentscenariosareavailableforWindows8ineducation?
• Whatarethedeploymenttechnologiesandtoolsavailableforinstitution-owneddevices?
• Whatarethedeploymenttechnologiesandtoolsavailableforpersonallyowneddevices?
• WhatroledoesvirtualizationplayindeployingWindows8ineducation?
• Whattypeofconnectivityisavailablefordevicesafterdeployment?
Windows8providesawiderangeofflexibilityindeploymentoptions.ThisflexibilityallowsyoutodesignadeploymentsolutionthatprovidesWindows8toallusers,regardlessofthedevicetheyuseorwheretheyarelocated.
Table5somecommonWindows8deploymentscenariosandtheinformationnecessaryforselectingtheappropriatescenariosforyourinstitution.YoucanselectanycombinationofthesescenariostodesignacompleteWindows8deploymentsolution.Eachscenarioisdiscussedinasubsequentsection.
TABLE 5 DeploymentScenarioSelection
inStitution-oWnED DEvicES
PErSonALLy oWnED DEvicES
virtuAL DESKtoP inFrAStructurE
(vDi)
WinDoWS to Go
Can be domain joined (requires Windows 8 Pro
or Enterprise editions)Yes
Yes(butmanyuserswillnotwanttheir
personaldevicestobedomain
joined)
Yes Yes
Institution has full control of the device Yes No Yes Yes
Can manage operating system deployment Yes No Yes Yes
26WINDOWS 8 DEPLOYMENT PLANNING
inStitution-oWnED DEvicES
PErSonALLy oWnED DEvicES
virtuAL DESKtoP inFrAStructurE
(vDi)
WinDoWS to Go
Deployment tools available for deployment
MicrosoftDeploymentToolkit(MDT)
MicrosoftSystemCenterConfigurationManager
WindowsDeploymentServices
Interactive(manual)
N/A
MDT
SystemCenterConfigurationManager
WindowsDeploymentServices
Interactive(manual)
Interactive(manual)
WindowsPowerShellscripts
InfrastructureDeployment
toolsrequirements
None
Deploymenttools
requirements
VDIrequirements
None
Can support devices running operating
systems prior to Windows 8
Yes(byusingVDIorWindows
ToGo)
Yes(byusingVDIorWindows
ToGo)Yes
Yes(butdevicemustmeetWindowsToGohardwarerequirements)
Windows 8 licenses required by institution
Yes,mostoftenpurchasedwithanewdevice
No(exceptVDIsessionsthatusersaccess)
Yes Yes
Requires system hardware upgrades for existing devices by institution
Notoften(Windows8requirementsaresameasWindows7)
No No
Notoften(WindowsToGosupportsanydevicethatiscertifiedforWindows7)
Required full-time connectivity to institution
intranetNo No Yes No
27WINDOWS 8 DEPLOYMENT PLANNING
Institution-owned devices
Institution-owneddevicesrepresentthelargestareaofdeploymentresponsibility.Thesedevicescanbedividedintodevicesthatcurrentlyrun:
• Windows 8 ThesedeviceswilltypicallybenewdevicesthatarepurchasedwithWindows8installed.ThechallengeshereareensuringthatthedeviceshavethecorrectWindows8editionandalsohaveastandardoperatingsystemimage.
• Operating systems prior to Windows 8 Tousethesedevices,performoneofthefollowingtasks:
• Upgrade to Windows 8 ThesystemresourcesforthesedevicesmustbesufficienttosupportWindows8.Iftheexistingsystemresourcesareinadequate,thenmustbeupgradedasapartoftheWindows8upgrade.UpgradesfrompriorversionsofWindows(suchasWindows7)areavailableforeducationalinstitutions.Formoreinformation,seethesection,“Windows8purchaseandlicensing”onpage4,earlierinthisguide.
YoucandetermineifanexistingdevicecanrunWindows8byusingtheMicrosoftAssessmentandPlanning(MAP)Toolkit.TheMAPToolkitisafreesolutionacceleratoravailableathttp://technet.microsoft.com/en-us/library/bb977556.aspx.
• Connect to Windows 8 in VDI Ifthesystemresourcesareinadequateorthecostofupgradeisprohibitive,thesedevicescanrunWindows8inaVDIenvironment.ThishastheadvantageofallowinguserstocontinuetouseexistingdeviceswhilerunningthelatestappsinWindows8.
• Operating systems other than Windows 8 Thesedevices(suchasdevicesrunningAppleiOSorGoogleAndroidoperatingsystems)canrunWindows8andappsinaVDIenvironment.Thishastheadvantageofallowinguserstocontinuetouseexisting,institution-owneddeviceswhilerunningthelatestappsinWindows8.
NOTE
ItispossibletorunWindowslocallyoncertainApplecomputersortorunWindowsinavirtualizedenvironmentontheMacoperatingsystem.Intheseinstances,thesecomputerscanbemanagedandsupportedasWindows8devices.
28WINDOWS 8 DEPLOYMENT PLANNING
YoucanautomateWindows8deploymenttoinstitution-owneddevicesbyusingtheMDT2012Update1,MicrosoftSystemCenter2012ConfigurationManagerwithServicePack1(SP1),orWindowsDeploymentServicesinWindowsServer2012.YoucanalsoperformmanualdeploymentofWindows8fromthedistributionmedia.
Additionalinformation:
• Windows 8 deployment to PCs: A guide for educationathttp://go.microsoft.com/?linkid=9835096
• VDI for institution-owned devices: A deployment guide for educationathttp://go.microsoft.com/?linkid=9835092
Personally owned devices
BYODscenariosarecommonineducationalinstitutions.Personallyowneddevicesrepresenttheleastamountofdeploymentresponsibility.Thesedevicescanbedividedintodevicesthatcurrentlyrun:
• Windows 8 ThesedeviceswilltypicallybenewdevicesthatarepurchasedwithWindows8installed.ThefeaturesavailableonthesedeviceswillbedeterminedbytheWindows8edition.
• Operating systems prior to Windows 8 Tousethesedevices,performoneofthefollowingtasks:
• Upgrade to Windows 8 ThesystemresourcesforthesedevicesmustbesufficienttosupportWindows8.Also,thepersonwhoownsthedevice(suchasafacultymember,student,orstudentguardian)mustpurchasetheupgrade.EducationaldiscountsareavailableforupgradesfrompriorversionsofWindows(suchasWindows7)forfacultyandstudents.Formoreinformation,seethesection,“Windows8purchaseandlicensing”onpage4,earlierinthisguide.
• Connect to Windows 8 in VDI Ifthesystemresourcesareinadequateorthecostofupgradeisprohibitive,thesedevicescanrunWindows8inaVDIenvironment.Thishastheadvantageofallowinguserstocontinuetouseexistingdevices(withoutupgrade)whilerunningthelatestappsinWindows8.However,itmayrequireuserstojointheirdevicestodomainsandwillalsorequireaninstitution-issuedWindowsaccount.
• Operating systems other than Windows 8 Thesedevices(suchasdevicesrunningiOSorAndroid)canrunWindows8andappsinaVDIenvironment.Thishastheadvantage
29WINDOWS 8 DEPLOYMENT PLANNING
ofallowinguserstocontinuetouseexisting,personallyowneddeviceswhilerunningthelatestappsinWindows8.
Additionalinformation:
• BYOD devices: A deployment guide for educationathttp://go.microsoft.com/?linkid=9835094
• VDI for personally owned devices: A deployment guide for educationathttp://go.microsoft.com/?linkid=9835093
Virtual Desktop Infrastructure
YoucandesignaVDIbyusingtheHyper-VandRemoteDesktopServicesserverrolesinWindowsServer2012orbyusingWindowsMultiPointServer2012.
Table6liststheVDItechnologiesandtheinformationnecessaryforselectingtheappropriatetechnologiesforyourinstitution.YoucanselectanycombinationofthesetechnologiestodesignacompleteVDIsolution.
HyPEr-v AnD rEMotE DESKtoP SErvicES SErvEr roLES in WinDoWS SErvEr 2012
WinDoWS MuLtiPoint SErvEr 2012
Infrastructure Managed ManagedbyWindowsMultiPointServer2012
Scaling Multipleserverdeployment(asrequiredforscaling)
Singleserverdeploymentonly(limitof20usersinPremiumedition)
Availability Multipleserverdeploymentinclusters(asrequiredforavailability)
Singleserverdeploymentonly
TABLE 6 VDITechnologySelection
30WINDOWS 8 DEPLOYMENT PLANNING
HyPEr-v AnD rEMotE DESKtoP SErvicES SErvEr roLES in WinDoWS SErvEr 2012
WinDoWS MuLtiPoint SErvEr 2012
Supported devices • DevicesusingRemoteDesktopProtocol(RDP)version5
• MicrosoftRemoteFXcapableasrequired
• Directvideoconnected
• USBzeroclients
• DevicesusingRDP
• RemoteFXcapable(asrequiredandavailableonlyforRDPconnections)
AVDIsolutionthatyoucreatebyusingHyper-VandRemoteDesktopServicesserverrolesinWindowsServer2012worksbycreatingaVMtemplateofWindows8,andthenrunninginstancesoftheWindows8templateinHyper-V.UsersremotelyaccesstheVMsrunningWindows8byusingRemoteDesktopServices.
Additionalinformation:
• “MicrosoftVirtualDesktopInfrastructure(VDI)”athttp://www.microsoft.com/en-us/windows/enterprise/products-and-technologies/virtualization/vdi.aspx
• “PlanningaWindowsMultiPointServer2012Deployment”athttp://technet.microsoft.com/library/jj916408.aspx
• VDI for institution-owned devices: A deployment guide for educationathttp://go.microsoft.com/?linkid=9835092
• VDI for personally owned devices: A deployment guide for educationathttp://go.microsoft.com/?linkid=9835093
Windows To Go
WindowsToGoisafeatureinWindows8EnterpriseeditionthatenablesuserstobootfromashareddevicewithaUSBflashdriveandhaveaccesstoalltheirusersettings,apps,anddata.Youcanboot
NOTE
Althoughnotrequired,MicrosoftstronglyrecommendsthattheUSB-connectedexternaldrivebeconnectedtoaUSB3.0port.Also,theUSB-connectedexternaldriveshouldbeonthecertifiedlistofdevices,whichcanbefoundathttp://www.microsoft.com/en-us/windows/enterprise/products-and-technologies/devices/windowstogo.aspx.
31WINDOWS 8 DEPLOYMENT PLANNING
theWindowsToGoworkspaceonanydevicethatmeettheWindows7orWindows8certificationrequirements,regardlessoftheoperatingsystemcurrentlyrunningonthedevice.
WindowsToGoworkspacescanusethesameWindows8Enterpriseimagethateducationalinstitutionsuseforotherdevices.Youcanmanagetheworkspacesthesameway.WindowsToGoisnotintendedtoreplaceotherphysicaldevicesorsupplantothermobilityofferings.Rather,itprovidessupportforefficientuseofresourcesforalternativeworkplacescenarios,suchasprovidingastudentwithaWindowsToGoworkspacetoperformclassroomactivities.
FormoreinformationaboutWindowsToGodesignanddeployment,see“WindowsToGo:FeatureOverview”athttp://technet.microsoft.com/library/hh831833.aspx.
32WINDOWS 8 DEPLOYMENT PLANNING
Device roaming and multiple devicesNotethefollowingkeyusageplanningconsiderationsforusingmultipledevices:
• Whathappenstouserandapplicationsettingsifauserusesmultipledevices?
• WhathappenstouserandapplicationsettingsifauserusesbothWindows8andWindows7?
• Whathappenstouserandapplicationdataifauserusesmultipledevices?
• Whatlevelofcontrolcanbeusedfortheuserandapplicationsettingsthatfollowauser?
• HowcanthenecessaryWindowsStoreappsanddesktopappsbeinstalledonmultipledevices?
OneofthekeyfeaturesofWindows8istheabilitytocustomizetheuserexperience.Inmanyinstances,WindowsStoreappsanddesktopapplicationsalsostoreapplication-specificusersettingsandpreferences(suchasthemes,backgrounds,orspellingdictionariesinOfficeProfessionalPlus2013).Userstypicallysavedocuments,photos,andotherfilestofoldersondevices(suchastheDocuments,Music,Pictures,orVideosfolders).Andfinally,userswillinstallWindowsStoreappsanddesktopapplicationsondevices.
Iffacultymembersandstudentsalwaysusethesamedevice,thenalltheuserandapplicationsettings,userdata,andappsarealwaysavailabletothem.Butwhathappenswhentheyusedifferentdevices?Somehow,theuserandapplicationsettings,userdata,andappsneedtobeavailableonmultipledevices(alsoknownasdevice roaming).
Inaddition,someusersmayuseWindows8deviceswhileoncampusbutmayhaveWindows7devicesathome.TheuserandapplicationssettingsneedtobetranslatedbetweenWindows8andWindows7.Table7onpage33liststhetechnologiesavailabletohelpmanageuser,operatingsystem,application,andapplicationsettingsonmultipledevices.Youcanselectanycombinationofthesetechnologiestodesignacompletemultipledeviceusagesolution.Eachtechnologyisdiscussedinasubsequentsection.
33WINDOWS 8 DEPLOYMENT PLANNING
TABLE 7 MultipleDeviceUsageTechnologySelection
WinDoWS FoLDEr
rEDirEction + oFFLinE FiLES
WinDoWS roAMinG uSEr
ProFiLES
DEFAuLt uSEr ProFiLES
MicroSoFt uSEr ExPEriEncE virtuALizAtion
(uE-v)
MicroSoFt APPLicAtion
virtuALizAtion (APP-v)
Works across multiple devices Yes Yes No Yes Yes
Works across multiple operating
systemsYes No No Yes Yes
Included as a part of Windows 8 Yes Yes Yes No No
Provides granular management of user, operating
system, and application settings
No No No Yes No
Provides centralized management of user experience
Yes(withGroupPolicy)
Yes(withGroupPolicy) No Yes Yes
Works with Remote Desktop Services Yes
Yes(butlogonandlogofftimescanbeslowbecausetheprofileneedstobecopiedto
andfromtheserver)
N/A Yes Yes
Works with VDI scenarios Yes Yes Yes Yes Yes
Works with Windows To Go Yes Yes Yes Yes Yes
Devices must be domain joined
Yes(ifcentrallymanaged)
Yes No Yes Yes
Can be used on institution-owned
devicesYes Yes Yes Yes Yes
Can be used personally owned
devicesNo No Yes No No
34WINDOWS 8 DEPLOYMENT PLANNING
WinDoWS FoLDEr
rEDirEction + oFFLinE FiLES
WinDoWS roAMinG uSEr
ProFiLES
DEFAuLt uSEr ProFiLES
MicroSoFt uSEr ExPEriEncE virtuALizAtion
(uE-v)
MicroSoFt APPLicAtion
virtuALizAtion (APP-v)
Can be used to manage Windows
Store appsNo No No Yes No
Can be used to manage desktop
applicationsNo No No Yes Yes
Can be used in recovery scenarios
(such as new or lost device)
Yes Yes No Yes Yes
Assists with desktop application
deploymentNo No No No Yes
Assists with desktop application compatibility issues
No No No No Yes
Requires Microsoft Software Assurance
(SA) subscriptionNo No No Yes Yes
Infrastructure requirements
AD DS
Networksharedfolders
AD DS
Networksharedfolders
None
Managednetwork
UE-Vinfrastructure
Managednetwork
App-Vinfrastructure
Windows Folder Redirection
TheFolderRedirectionfeatureinWindows8redirectsthepathofaknownfolder(suchastheDocuments,Pictures,orVideofolderinauserprofile)toanewlocationmanuallyorbyusingGroupPolicy.Thenewlocationcanbeafolderonthelocaldeviceoradirectoryonafileshare.Usersinteractwithfilesintheredirectedfolderasifitstillexistedonthelocaldrive.Forexample,youcanredirecttheDocumentsfolderonadomain-joineddevice(whichisusuallystoredonalocaldrive)toanetworksharedfolder.Thefolderwillberedirectedonanydomain-joinedcomputeronwhichtheusersignsonandreceivestheGroupPolicysettings.ThefolderisalsoaccessibledirectlyfromthenetworksharedfolderindependentoftheFolderRedirectionGroupPolicysettings.
35WINDOWS 8 DEPLOYMENT PLANNING
WhenusedinconjunctionwithUE-V,theFolderRedirectionfeaturehelpsprovideacomprehensivesolutionforuserswhologontomultipledevices.FormoreinformationaboutincludingtheFolderRedirectionfeatureinyourdesign,see“FolderRedirection,OfflineFiles,andRoamingUserProfilesoverview”athttp://technet.microsoft.com/library/hh848267.aspx.
Windows Offline Files
TheOfflineFilesfeatureinWindows8makesnetworkfilesavailabletoauser,evenifthenetworkconnectiontotheserverisunavailableorslow.Whenworkingonline,fileaccessperformanceisatthespeedofthenetworkandserver.Whenworkingoffline,filesareretrievedfromtheOfflineFilesfolderatlocalaccessspeeds.Whentheconnectiontotheserverisrestored,theofflinecopyofthefilesissynchronizedtotheserver.
YoucanusetheOfflineFilesfeatureinconjunctionwiththeFolderRedirectionfeatureinWindows8andUE-V.TheOfflineFilesfeaturehelpsensurethatuserscanaccessfilesstoredinthelocalfoldersthatareredirectedtonetworksharedfoldersbyusingtheFolderRedirectionfeature.TheFolderRedirectionfeatureisoftenusedwithUE-Vtohelpimproveuserexperiencewhenroaming.
FormoreinformationaboutincludingtheOfflineFilesfeatureinyourdesign,see“FolderRedirection,OfflineFiles,andRoamingUserProfilesoverview”athttp://technet.microsoft.com/library/hh848267.aspx.
Windows Roaming User Profiles
TheRoamingUserProfilesfeatureinWindows8redirectsuserprofilestoafilesharesothatusersreceivethesameoperatingsystemandapplicationsettingsonmultiplecomputers.Whenauserlogsontoacomputerbyusinganaccountthatissetupwithafileshareastheprofilepath,theuser’sprofileisdownloadedtothelocalcomputerandmergedwiththelocalprofile(ifpresent).Whentheuserlogsoffofthecomputer,thelocalcopyoftheirprofile,includinganychanges,ismergedwiththeservercopyoftheprofile.RoamingUserProfilesistypicallyenabledondomainaccountsbyanetworkadministrator.
BeforechoosingtodeployRoamingUserProfiles,considerthefollowing:
• RoamingUserProfilescanimpactlogonandlogoffperformance,especiallyifusers’profilescontainmanylargefiles(e.g.,videosandimages).
• RoamingUserProfilesdonotworkacrossfulldesktopexperiencesandsession-basedVDI.
• Inmixedenvironments,Windows7andWindows8userprofilesareincompatible.
36WINDOWS 8 DEPLOYMENT PLANNING
BecauseoftheseRoamingUserProfilesconsiderations,UE-Visrecommendedformanaginguserexperience.FormoreinformationaboutincludingtheRoamingUserProfilesfeatureinyourdesign,see“FolderRedirection,OfflineFiles,andRoamingUserProfilesoverview”athttp://technet.microsoft.com/library/hh848267.aspx.
Default user profiles
Whenauserlogsontoadeviceforthefirsttime,Windowsmustprovidetheuserwithauserprofile.IftheuserprofileiscentrallymanagedthroughUE-VorRoamingUserProfiles,theuserprofileisobtainedfromthesetechnologies.However,iftheuserprofileisnotcentrallymanaged,thenWindowscreatesthenewuserprofilebasedonthedefaultuserprofileonthatdevice.Thedefaultuserprofileisusedasatemplatewhencreatinganewuserprofile.YoucanuseCopyProfilesettingintheMicrosoftSystemPreparationTooltocustomizeauserprofile,andthencopythatprofiletothedefaultuserprofile.
Becauseofdefaultuserprofilelimitations,MicrosoftrecommendsUE-Vformanaginguserexperience.Formoreinformationaboutincludingdefaultuserprofilesinyourdesign,see“HowtoCustomizetheDefaultUserProfilebyUsingCopyProfile”athttp://technet.microsoft.com/library/hh825135.aspx.
User Experience Virtualization
UE-Visanenterprise-scaleuserstatevirtualizationsolutionthatthatkeepsusers’experiencewiththem.UE-VprovidesusersthechoiceofchangingtheirdeviceandkeeptheirexperiencesothattheydonothavetoreconfigureapplicationseachtimetheylogontodifferentWindows7orWindows8computers.UE-VintegrateswiththeFolderRedirectionfeatureinWindows8tohelpmakeuserfoldersaccessiblefrommultiplephysicalorvirtualdevices.UE-Vsupportsdesktopapplicationsthataredeployedusingdifferentmethods(suchaslocallyinstalledapps,App-Vsequencedapplications,orRemoteDesktopapplications).UE-VisatechnologyintheMicrosoftDesktopOptimizationPack(MDOP),whichisasuiteoftechnologiesavailablethroughSAsubscriptions.
Additionalinformation:
• “MicrosoftUserExperienceVirtualization(UE-V)”athttp://www.microsoft.com/en-us/windows/enterprise/products-and-technologies/virtualization/UE-V.aspx
• UE-Vresourcesanddemonstrationvideosathttp://technet.microsoft.com/windows/hh943107
37WINDOWS 8 DEPLOYMENT PLANNING
• Microsoft User Experience Virtualization Deployment Guide athttp://www.microsoft.com/en-us/download/details.aspx?id=35495
Microsoft Application Virtualization
App-Vvirtualizesdesktopapplicationssothattheybecomecentrallymanagedservicesdeployedtoavirtualizeddesktopapplicationenvironmentondeviceswithoutusingtraditionalinstallationmethods(knownasapplication sequencing).Thesequenceddesktopapplicationsrunintheirownself-containedvirtualenvironmentandareisolatedfromeachother,whicheliminatesapplicationconflictsbutallowsdesktopapplicationstointeractwiththedevice.
App-VintegrateswithSystemCenter2012ConfigurationManagerwithSP1,soyoucanmanagevirtualandphysicaldesktopapplicationsalongwithhardwareandsoftwareinventory,operatingsystemandpatchdeployment,andmore.App-VisatechnologyintheMDOP.
Additionalinformation:
• “MicrosoftApplicationVirtualization(App-V)”athttp://www.microsoft.com/en-us/windows/enterprise/products-and-technologies/virtualization/app-v.aspx
• App-Vresourcesanddemonstrationvideosathttp://technet.microsoft.com/windows/hh826068
NOTE
App-Vworksonlyfordesktopapplications,notforWindowsStoreapps.
38WINDOWS 8 DEPLOYMENT PLANNING
Configuration and managementNotethefollowingkeyWindows8configurationandmanagementplanningconsiderations:
• Whichmethodsareavailableforconfiguringandmanagingdomain-joinedandnon–domain-joinedWindows8devicesafterdeployment?
• Whataretheadvantagesanddisadvantagesofon-premisesandoff-premisesdevicemanagement?
• WhatmethodsareavailabletomanagedevicesandsoftwarethroughouttheentireITlifecycle?
• Whatconfigurationandmanagementmethodscanbeusedforinstitution-andpersonallyowneddevices?
OngoingWindows8deviceconfigurationandmanagementisanessentialpartofyourWindows8deploymentplan.Windows8supportsbothon-premisesandoff-premisesmanagement.YoucanalsomanageWindows8locallyorremotely.Theconfigurationandmanagementmethodsdifferonthelevelofautomationandthemethodcompleteness.Forexample,GroupPolicyworksfordomain-joineddevicesbutisineffectualforstand-alonedevices.YoucanuseWindowsPowerShellcmdletstoautomatecommonITtasks,butbyitself,WindowsPowerShelldoesnotprovideacomprehensivesolution.
Table8onpage39listssomeofthetechnologiesavailableforperformingWindows8configurationandmanagement.ThelistinTable8isonlyafewofthemanyproducts,tools,andutilitiesthatareavailableforconfiguringandmanagingWindows8.Youcanselectanycombinationofthesetechnologiestodesignacompleteconfigurationandmanagementsolution.Eachtechnologyisdiscussedinasubsequentsection.
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TABLE 8 ConfigurationandManagementTechnologySelection
GrouP PoLicy WinDoWS PoWErSHELL
SyStEM cEntEr 2012 conFiGurAtion
MAnAGEr WitH SP1
WinDoWS intunE
Control (turn on or off) Windows Store
accessYes No Yes Yes
Control installation of specific apps (by using whitelists or
blacklists)
Yes(withAppLocker) No
Yes(inconjunctionwithGroupPolicyandAppLocker)
No
Operating system setting
managementYes Yes Yes Yes
User setting management Yes Yes Yes Yes
App setting management
Yes(ifregistrybased) App-specific Yes,butscripting
mayberequiredYes,butscriptingmayberequired
Centralized administration
modelYes No Yes Yes
On or off-premises On-premises On-premises On-premises Off-premises
On-premises infrastructure AD DS None
Managednetworks
SystemCenter2012Configuration
ManagerwithSP1
None
Devices must be domain joined Yes No
No,butchallengesexistfornative
support;WindowsIntuneintegrationisrecommended
No
Supports self-service model No No Yes Yes
Supports push model Yes Yes Yes Yes
Can be used to create enterprise
app storeNo No Yes Yes
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GrouP PoLicy WinDoWS PoWErSHELL
SyStEM cEntEr 2012 conFiGurAtion
MAnAGEr WitH SP1
WinDoWS intunE
User interaction
ITprodoesback-endconfiguration
Userperformsnoactions
ITproperformsalltasks
ITprodoesback-endconfiguration
Userhasnointeractionforpushmodelandlimitedinteractionforself-service
model
ITprodoesback-endconfiguration
Userhasnointeractionforpushmodelandlimitedinteractionforself-service
model
Provided with Windows 8
InWindows8ProandEnterprise,butrequiresADDS
Yes No No
Provides unified solution for the
entire software life cycle, including
installation, updates,
supersedence, and removal
No No Yes Yes
Can be used for operating system
deploymentNo No Yes No
Requires additional cost
Yes(unlessADDSisalreadyinstalled) No
Yes(ifnoSystemCenterConfigurationManager
infrastructureisinstalled)
Yes(subscriptionmodel)
Group Policy
YoucanuseGroupPolicytomanageuser,Windowsoperatingsystem,andapplicationsettings.Ultimately,youcanuseGroupPolicytomanageanyconfigurationsettingsstoredintheWindowsregistry.Microsoftprovidesbuilt-inGroupPolicytemplatesformostcommonconfigurationsettings.Inaddition,youcancreatecustomGroupPolicytemplatesthatallowyoutomanageconfigurationsettingsthatthebuilt-intemplatesdonotprovide.UseGroupPolicytocontrolWindowsStoreaccessandtheinstallationandrunningofappsondevices(whenusedinconjunctionwithAppLocker).
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Additionalinformation:
• “GroupPolicy”athttp://technet.microsoft.com/windowsserver/bb310732.aspx
• “ManagingClientAccesstotheWindowsStore”athttp://technet.microsoft.com/en-us/library/hh832040.aspx
Windows PowerShell
ManycommonWindows8administrativetaskscanbeperformedbyusingWindowsPowerShell,includingWindowsStoreappmanagementandoperatingsystemconfiguration.YoucanuseWindowsPowerShellinteractivelyortocreatescriptsthatcanberuntoperformmorecomplextasks.FormoreinformationaboutusingWindowsPowerShellforconfigurationandmanagement,gotohttp://technet.microsoft.com/library/bb978526.aspx.
Configuration Manager
SystemCenter2012ConfigurationManagerwithSP1automatesdeployingappstoadeviceduringoraftertheoperatingsystemdeploymentprocess.SystemCenter2012ConfigurationManagerallowsyoutocreatealistofapplicationsthatcanbeselectedduringthedeploymentprocessatthetimeofdeploymentordeployedthroughtheApplicationCatalog.SystemCenter2012ConfigurationManagerprovidesaunifiedconsoleformanagingappsandcanoptionallyintegratewithWindowsIntunetohelpmanagedevicesthatarenotconnectedtotheeducationalinstitution’sintranet.FormoreinformationaboutusingSystemCenter2012ConfigurationManagerwithSP1forconfigurationandmanagement,gotohttp://www.microsoft.com/en-us/server-cloud/system-center/configuration-manager-2012.aspx.
Windows Intune
WindowsIntuneisanoff-premises,cloud-basedmanagementsolutionthatprovidesdevicemanagement,softwareinstallation,andsoftwareupdatemanagement.WindowsIntunecanintegratewithSystemCenter2012ConfigurationManagerwithSP1toprovideaunifiedmanagementsolution.
WindowsIntunehelpsmanageITenvironmentstohelpkeepdevicessecure,includingsoftwareandpatchdistribution,policy-basedmanagement,andEndpointProtectionforPCs.WindowsIntunealsosupportsBYODscenariosbyprovidingaself-serviceportaltoinstallapps,personalizedappdelivery,andsupportformultipleplatformsanddevices.
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FormoreinformationaboutusingWindowsIntuneforconfigurationandmanagement,gotohttp://www.microsoft.com/en-us/windows/windowsintune/pc-management.aspx.
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