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7 Elements of Radically Simple OS Migration

Executive Summary

OS migration is typically time-consuming and expensive. The average enterprise migration project takes 18-32 months from conception to completion and involves significant IT time and end-user downtime.1 An endpoint backup solution can drastically simplify the process by enabling IT to migrate data and personal settings effectively and seamlessly.

Table of Contents

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1. Eliminate data loss with automated backup

50% of IT managers report losing data when using USMT or third-party solutions to migrate corporate machines from Windows XP.2 To ensure zero data loss, use an endpoint backup solution that automatically backs up data. IT should be able to configure which files and folders are preserved and exclude specific file types. After upgrading the user’s device, IT can restore data from any past backup to its original location on the device or to a different location. Backups that include personal settings such as browser, printer, Outlook, Office, and other system and application settings let users get back to work quickly after migration.

2. Save IT time and effort by centralizing management

With an endpoint backup solution, IT can automate and centrally manage the data migration process for thousands of users and devices, instead of migrating data for each device individually. Administrators should be able to create groups of users and then manage migration by group, such as by department or for corporate-issued devices only. Leading solutions come integrated with enterprise tools like Active Directory to facilitate deployment and managing users. Features like status monitoring, reporting, and logging provide complete visibility and enable IT to centrally manage the process from start to end.

3. Mitigate network impacts during migration

With hundreds or thousands of devices to be migrated, the typical migration project can have a serious impact on the corporate network. Leading endpoint backup solutions include features to minimize the impact of backups and restores on the network. Solutions that employ global deduplication drastically reduce the amount of data that needs to be be backed up by eliminating duplicate data across user devices, and WAN optimization ensures that backups and restores do not slow down the network by optimizing data transfer based on network noise and latency. IT should also be able to schedule backups and restores for groups of users so data transfers don’t all take place simultaneously.

4. Eliminate schedule and budget risks

Rolling out a migration tool can be time-consuming, so look for a solution that stream lines the process with automated installation and integrated mass deployment. For faster backup times, solutions with global deduplication eliminate unnecessary transfer of duplicate data during backup, which has the added benefit of drastically reducing storage and bandwidth costs. Centralized management for IT and easy-to-use self-service restore for users keep costs for management and help-desk support low.

5. Ensure ongoing user productivity

With an endpoint backup solution that provides ongoing data access, users can continue working while their primary devices are being upgraded. Web and mobile access to data let users work effectively from any device, and all modifications made and new data created are backed up and protected. Users can even work on their personal devices when the solution allows BYOD access to data

6. Enhance the end-user experience

When users have the ability to restore their own data and settings, they don’t need to wait around for IT to restore data to their machine, and the IT department doesn’t have to spend time restoring every user’s data and settings. The administrator can simply give the device to the user after the OS has been upgraded, and the user can initiate a self-service restore. The ability to prioritize restores let users get access to their most important files first so they can begin working while remaining files restore in the background. The same features that optimize data transfer during backup – such as WAN optimization and bandwidth throttling — also ensure that restore processes are non-disruptive to users.

7. Provide long-lasting value with a future-proof solution

Unlike one-time-use migration tools, an endpoint backup solution provides ongoing value after the migration project by providing complete data protection, with data on all devices backed up and protected against loss. The solution can be used for seamless laptop refreshes and device replacements in the future. When a solution includes integrated features like data loss prevention and secure file sharing, it provides even greater benefits and can scale to meet the future data protection needs of the organization.