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Features - February 2000 - A Win2K Rollout for Compaq
J
ane Dudman investigates how Compaq has rolled out Win2K not only to demonstrate its effectiveness in a major enterprise but also as result of real business needs.
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If you want to know the time, ask a policeman. And if you want to know from the horse’s mouth how difficult a full-scale, global Windows 2000 rollout is likely to be, ask Compaq.

Over the past few months, Compaq (one of Microsoft’s major partners) has been putting some of its money where its mouth is and implementing Win2K to run many of its internal business systems. This has been carried out partly in order to demonstrate to its partners, customers and potential customers the effectiveness of a Windows 2000 rollout across a major enterprise, following considerable debate among analysts in the industry about the potential costliness of upgrading to the new operating system. "We don’t always use every product we sell, but we like to act as a reference site for as many products as possible," points out Mark Johnson, manager of platform technology at Compaq.

But Compaq’s Windows 2000 rollout has not simply been a demonstration exercise. The move to use the new software as a base for many of the company’s mission-critical activity rests on sound business needs, says Johnson.

Why Win2K?


Over the past few years, Compaq has been through huge changes, including several major business mergers, most notably the take-overs of Tandem and Digital, that left the company with a huge spread of different hardware and software platforms. The company’s IT teams have had to find a way to assimilate these different systems into a coherent overall strategy and Win2K has proved a key element in this move. Before the mergers, Compaq was largely running Windows NT on Intel-based hardware, with some Unix systems. NT was being used at the heart of Compaq’s business operation, including running all its ERP software. With the mergers, the largest operating systems that were brought into Compaq were Tandem’s Nonstop Kernel and Digital’s Tru64 Unix, as well as OpenVMS. "When we started merging, first with two or three smaller companies and then with Tandem and Digital, it was clear that as Windows 2000 matured and our own organisation grew more complex, Windows 2000 is the tool that will help us merge those companies in," Johnson explains.

The company realised there would be little point in moving systems to Windows NT and then having to move on again to Windows 2000. Instead, it decided to migrate existing Windows NT4.0 systems over to Windows 2000 and to integrate this new environment with the other existing systems across the company. Like many other businesses, Compaq is looking to Windows 2000 to help it consolidate and clean up its overall IT environment, making it easier to support.

The aim of migration


This was no small task. "We have in excess of 11,000 servers, of which five or six thousand are now running Windows NT or Windows 2000," points out Johnson. With such heavy existing use of NT, Compaq’s main aim in moving to Windows 2000 is to simplify its overall IT infrastructure and, in particular, to cut down on the number of servers it is running. At desktop level, the move from Windows 95 to Windows 2000 Professional will provide users with a more robust system, says Johnson.

The overriding aim of the migration, though, is to reduce Compaq’s Total Cost of Ownership and provide the company with greater flexibility in its IT environment. While simply moving the desktop environment over to Windows 2000 would have provided substantial benefits, the real gains will come from migrating the whole enterprise over to the new system.

Reaching these goals has required careful planning and a team has been working on the migration for the past three years. "Since we have such a close partnership with Microsoft, this move was always seen as the next logical step," explains Johnson. "The biggest problem with NT4.0 is that it is oriented to physical things and one of the biggest benefits of Windows 2000 is that it has a more logical structure, which is very important in terms of consolidating our infrastructure. Because of NT’s physical separation, we have tended to add resources into different business units, which means we have duplications in all these little pockets of the business that don’t really need to be there."

What Compaq stands to gain?


At the moment, Compaq has 85,000 NT user accounts, with 3,800 servers in 13 master account domains and 1,700 resource domains. The largest single master account domain holds almost 40,000 accounts. Moving to Windows 2000 will enable Compaq to cut the number of resource domains from 1,700 to fewer than 50 and reduce the number of master account domains from 13 to four, making a big difference in manageability.

At the same time, the use of Windows 2000 clustering facilities means the company should be able to cut out 800 existing servers from its infrastructure, which will save on software licence fees and make everything much easier to manage. Eventually, as servers are further consolidated into Windows 2000 clusters, the number of servers will be cut even further. Johnson acknowledges that this is due not just to the new operating system, but also to improvements in telecom communications within Compaq’s internal global network, which is enabling the company to cut down on its communications servers. But key to the improvements in overall IT management are many of the features within Windows 2000, particularly Active Directory, he adds. "Active Directory has been a key component in our planning," says Johnson. "It enables us to clean up our IP architecture and to look very closely at what constitutes as site, including the LAN segment, physical objects and IP addressing." Johnson adds that Active Directory would not function correctly without a clean IP architecture, so a lot of time does need to be spent cleaning up existing systems before moving to Windows 2000, particularly around the sub-net boundaries.

While the planning for this migration has taken several years, the move itself has taken only a relatively short amount of time. It has taken Johnson and his team of eight people only three months to carry out the necessary work and Johnson says this is a reflection both of the need for careful planning and also some of the work done by Microsoft to help customers move over to the new system. "Some analysts I’ve talked to are focused on how complex Windows 2000 is, but I disagree," he comments. "There is a lot to learn in this technology but Microsoft has done a great job in providing assistance."

Lessons learnt


The biggest lesson learned by Johnson’s team is that it is much easier to add to Windows 2000 than to take things out of it - so it is important to keep things simple and not to over-engineer the new system. "For example," says Johnson, "if you think you need five domains, that’s fine, but start with one." Particularly important has been the emphasis on planning domain policies and setting them up correctly within Active Directory. Crucial to this has been implementing dynamic DNS and ensuring it can co-exist efficiently alongside Compaq’s existing Unix environment. This has involved a good deal of work and planning, as well as intensive discussions with Microsoft over the past year or so. "We have a large number of installed Unix systems, so we recognised this as a key area," comments Johnson. "About a year ago we sat down with Microsoft on this." The important thing for Compaq was that dynamic DNS needed to be a child domain to its existing root domains. "Once Microsoft clearly understood that, it was quickly architected," he says.

While it has clearly been necessary for the Compaq implementation team to have a good grasp of the features and functionality of Windows 2000, Johnson believes there is no need for companies implementing the system to be over-concerned with taking on board expensive new technical skills. "People with NT4.0 knowledge will support Windows 2000 fine," he comments. But it is important, he stresses, for organisations to understand how they are intending to use the new system and where it fits into their overall IT direction.

Also important is an understanding of the benefits, but also the limitations, of the third party management tools being developed to support Windows 2000 in an enterprise environment. Since Compaq has implemented the system at an early stage of its development, it is hardly surprising that it found a lack of fully-developed tools available. "This is the weakest part of the implementation so far," says Johnson. He adds that several software suppliers, including Legato, are working in this area, which should provide valuable assistance for other companies when they come to make the same move and in helping to monitor the systems once installed. Compaq began its implementation with a small pilot system in the US. It then built up the number of users slowly, ensuring it had the right domain models in place before moving on to set up the international architecture for the new system. Compaq now has 250 infrastructure servers running Windows 2000 in seven locations worldwide; eventually it will build up to a total of 330. "The system has been extremely stable and very robust," comments Johnson.