User Files and Settings – Step 4 in Desktop Deployment

User Files and Settings – Step 4 in Desktop Deployment

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– Welcome to Desktop
Deployment Essentials, our new series to help you prepare for your shift to Windows
10 and Office 365 ProPlus. In the next few minutes, we’ll explore the next step in
our deployment process wheel by reviewing the tools and options for you to migrate user files
and settings at scale. Now this includes common
approaches used as part of a task sequence based
automated deployment, manual approaches available
to backup and restore files, and a new option using
the Cloud and OneDrive called Known Folder Move that
helps you move your files to the Cloud and increase
information protection and governance over those files. Now one of the trickiest
and often most manual parts of large scale deployment
is transferring user files and settings to new PCs or
backing up and restoring files as part of a PC refresh
or re-imaging process. First, let’s look at
your automation options. Task sequence based
deployment automation tools, like Config Manager and MDT, leverage the User State
Migration Tool, or USMT, as part of an end to
end deployment process. USMT captures user accounts, user files, operating system settings,
and application settings then migrates them to the
new Windows installation. You can use the tool
for both PC replacement and PC refresh migrations. It can give you the advantage of controlling exactly what gets migrated. And optionally you can
exclude unwanted file types, like audio and video files or executables. USMT also allows for migration
stores to be encrypted to reduce the risk of
data being compromised while temporarily being
stored on file servers. Also, for PC refresh cases, where the primary Windows
partition is not formatted, you can use hard-link migration with USMT. Now this process preserves the user state while the old operating
system and apps are removed. And because the restore
process is actually coming from the same local partition, it significantly improves
migration performance and reduces network traffic. Now everyone is different when it comes to deciding on what to keep
when moving to a new PC or a new version of Windows. Some users might wanna keep everything, while other users might
want to use this opportunity to clean up their drives. Because of this, a lot of IT departments actually handle user
file migration manually. Sometimes this is done
by visiting the user and other times by setting
up places for users to bring their PCs to IT. Now that way, users can also
help decide what to keep. Now the scale of manual
migration is obviously limited to the time and physics
involved in working directly with those users to
understand their needs, copy files off their
PCs, and return them back to the new PC or new install of Windows. If this manual process is
what you’re currently doing, you might want to calculate whether this is going to
be a potential bottleneck in terms of meeting that January 2020 end of support timeline for Windows 7 and look into maybe other options or requests for more people to help. Next, while both the
automated and manual methods that I just described are commonly used, one new option with OneDrive
called Known Folder Move is a great way for you to
align both IT and user needs reducing the need for manual migration. Now if you’re already using OneDrive, you’ll know that users
can select the folders and locations they’d like to sync from OneDrive or
SharePoint to their device. And, of course, they can
move the files they want into OneDrive into those
sync locations on their PC. But that effectively puts
the burden on the end user to set it all up. Now with Known Folder
Move, you can actually target documents, desktop
and pictures folders within a user profile. This can be done either as the user or, even more importantly,
as a system administrator you can enforce group policy settings and determine whether
file sync happens silently in the background or if
it’s visible to end users. The nice thing here is
that users don’t need to change their workflow before, during, or after the file sync. Then after the user takes
delivery of that new PC or refreshed PC, these files are available on the device or future
devices once the user signs into their OneDrive account. They can even reach their files securely from a phone or another device. OneDrive compared to local network based file migration option provides
additional flexibility using the Cloud to synchronize user files and enable secure access
on new or refreshed PCs as part of the hardware refresh cycle. Note that in all cases
authentication is powered by Azure AD so you can also easily enable multi-factor authentication
as part of the process. To optimize for network bandwidth in a large scale deployment,
you can use policies to control the amount of bandwidth used for both upload and download processes. You can also phase the rollout of Known Folder Move using
group policy settings for additional control or limit file sync to domain joined PCs if you prefer. Now remember, OneDrive is designed to sync and protect files and folders but does not sync applications
or Windows settings. So those are the options
to migrate user files and settings between
PCs, but in many cases, you’ll also wanna
configure standard layouts and settings on your managed PCs. In fact, many of you will want to personalize Windows 10
Start and taskbar settings, like what’s default pinned in the taskbar and what users see in their Start menu. In Windows 10, you won’t be using the copy profile method
you might be using now. In Windows 10 Pro,
Enterprise, and Education, you can use group policy, MDM, Powershell or provisioning packages to deploy a customized
Start and taskbar layout. No re-imaging in this case is required and the layout can be updated simply by overwriting an XML file that contains the layout. Windows 10 also includes
many first-party apps as part of the standard installation. In some cases, you might
want to remove those apps. For example, things
like Xbox or Zune Music from managed PCs and
configure your installation also to prevent those
apps from returning back. You can remove unwanted apps
either from a running copy of Windows using PowerShell or an off-line Windows
image using DSM commands. So that was a quick run
through of your options for migrating user files and settings as part of your desktop deployment. Next up on the deployment process wheel, we’ll cover your
considerations for security and compliance controls
as you shift to Windows 10 and Office 365 ProPlus,
along with the things to keep in mind, if you’re coming from Windows 7. And to learn more about
what we covered today, visit the Modern Desktop Deployment Center and keep following our
Desktop Deployment Essentials series here on Microsoft Mechanics. Thanks for watching.

5 thoughts on “User Files and Settings – Step 4 in Desktop Deployment

  • Pablo Mojica Post author

    Thanks for these videos. Microsoft Mechanics has always been great at providing digestible chunks of information about new features released by Microsoft and help this sysadmin work on future project plans.

  • Ron Sss Post author

    Where is "step 3" video

  • Mathieu Aït Azzouzène Post author

    Nice overview. There is a problem when you try to push a custom start menu layout with Intune: if the apps links in the xml are not already installed it won't work! Si if you try to pin O365 apps to your start menu but Intune has not deployed the app yet you won't get those shortcuts… too bad

  • Renaud Series Post author

    What about Enterprise state Roaming ? Is it a dead project ?

  • Adam Hendricks Post author

    Great series. He could slow down just a bit, as he slurs words together from time to time.

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