TECHTARGET: Windows in the Enterprise:  Best of MyITForum
July 1, 2004
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The methodology of software creation/distribution 
by Rod Trent, Contributor, myITforum.com

Software distribution has to be the most anticipated component when a
company is determining the requirements for purchasing and
implementing a management system. It is the piece that technical
support counts on; second only to the help desk as a way of
minimizing cost. Proper software distribution can be a boon to the
way upgrades, patches and new installations are distributed.

Cost of poor distributions
The emphasis is on "proper" software distribution. A poorly
distributed application can cause more trouble than it is worth in
the following readily evident areas:

*The client PC (missing software components, failed installations)
*The distribution servers (performance problems)
*Network staff (diagnosing stuck packages)
*Help desk staff (increased volume of calls to the company help desk)

And in the following more obscure but important areas:
*Associated costs (a poor distribution can negate any cost savings)
*Confidence in support (repeated unsuccessful distributions would
solicit the "critical-eye")
*Confidence in support management (guilt by association)

Basic distribution workflow 
To secure successful software distribution, companies must follow
several basic steps (see the workflow chart). Some companies add more
to the workflow, but the chart shows the necessities. The chart is
based on the deployment of the Microsoft Systems Management Server,
but can be used as a methodology for any application distribution
system. Replace "SMS" with your software distribution mechanism.

Click to view the workflow chart:
http://www.myitforum.com/img/arts/5459dist.JPG

Phases defined:

Determination phase
This phase will have the most diversified results, but is ultimately
the most important. Each company must create its own software
distribution compliance policy (SDCP). The SDCP consists of a unified
theory of how software should be distributed to the client PCs in the
company. Adhering to the communicated policy is critical and will
impact all the other steps. Here are some factors to consider when
creating this policy:

*Experience of user base
*Importance of company-wide standards
*Distribution standards

The idea behind software distribution is to make the distribution as
easy and painless as possible. The installation will be successful if
users don't have to make many decisions and don't have to click
through many screens. If all software has been installed with the
same options on each PC, the help desk can support users the same
way. This results in happier users, a happier help desk support staff
and, ultimately, happier management because there will be less user
complaints.

The Distribution Standard generally depends on what product is being
used to do the scripting. Most products will compile the script and
application files into a one-file executable, while others actually
copy the whole directory structure, uncompressed, to a point on the
network. The one-file theory means there is less to copy to the
distribution servers, so there can be better efficiency and better
utilization of bandwidth across the LAN and WAN.

Some software manufacturers already provide SMS compliant
installations or installations that would fall under your SDCP. Be
sure to check these out. This could save a lot of scripting time.

Also, make sure the SDCP is documented as a standard in a memo or
technical pronouncement format. It is easier to enforce the policy if
it is a communicated document as part of an employee guide or
affirmation.

Scripting phase

A successful scripting phase is dependent upon a good scripting
environment. The scripting environment consists of a good scripting
program, such as SMS Installer or Wise Installer and a "clean" PC. A
clean PC means a low-end computer that is a nominal (lowest common
denominator) installation of the company's standard OS. Nothing else
should be installed, meaning the bare necessities of the standard OS
with the minimal amount of components. Once the final "clean" PC is
finalized for your environment, use the "imaging" product of your
choice to make a copy of the clean environment. You will use this
image later in the process.

This phase is also dependent on a qualified scripting person. In
large enterprise environments, scripting can be a full-time job.
Hiring a person specifically to script distributions is wise in this
type of situation. Once the script is complete, the functional groups
can sign-off on the final product or send it back to the drawing
board.

Preparation phase

After the script is complete and compiled into an executable, the
scripting machine should be put back in "clean" shape. To some, this
would be common sense, but it serves as a reminder to give it its own
phase.

Testing phase

Once the PC is back to "pristine" condition, run through the entire
installation as the user would, then run the installed application.
Run through every component of the installed application to make sure
everything works. For instance, open files, open multiple files at
one time, close files, save files, print files, and so on. Obviously,
it is important that the installed application function properly.

Job creation phase

The SMS administrator in charge of creating packages should handle
this phase. This person will have a repository already defined,
somewhere on the network, where the package source is stored and
where the Run Command on Workstation job is created from.

Pilot phase

Select some individuals from the user population based on varying
levels of experience and distribute the job to them. If the least
technical user can install the package with no problems, then the
rest of the user population should have no problems. 

Also, keep in mind it is a smart practice to also include the help
desk staff in this distribution, as they will support the
installation via phone calls and the SMS Remote Control function.
They will know how the installation works, making it easier to help
users through it, should there be issues with the installation.

Control phase

Documentation of any project is critical to its operation, even if it
is just an e-mail. If there is specific information about the
distribution package, you should  identify it here. Documentation
also provides security in case the person that created the package
goes on vacation or leaves the company.

Distribution phase

This is the final phase -- the completion phase. If the steps above
were followed correctly and efficiently, the distribution should be
successful.


ABOUT THE AUTHOR
Rod Trent, manager of myITforum.com and Community Editor for
TechTarget Inc., is a leading expert on Microsoft Systems Management
Server. He has more than 18 years of IT experience; eight years of
which have been dedicated to SMS. He is the author of such books as
Microsoft SMS Installer and Admin911: SMS, and has written literally
thousands of articles on technology topics. 


MORE INFO:
__________________________________
Two very valuable tools exposed side by side - Wise Package Studio
and Admin Studio
http://myitforum.techtarget.com/articles/13/view.asp?track=NL-36&ad=486163&id=5534

SMS Installer Feature Set
http://myitforum.techtarget.com/articles/12/view.asp?track=NL-36&ad=486163&id=2333

Extended Software Distribution 2.5 for SMS Released
http://myitforum.techtarget.com/articles/8/view.asp?track=NL-36&ad=486163&id=7024

The Ultimate Guide to SMS Software Delivery
http://myitforum.techtarget.com/articles/1/view.asp?track=NL-36&ad=486163&id=3838

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This article first appeared in myITforum.com, the premier online
destination for IT professionals responsible for managing their
corporations' Microsoft Windows systems. The centerpiece of
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