1. Windows and Office Upgrade
Vicki Garry
Information Services
11th January 2011

2. Brief, scope and justification
• Brief - upgrade the current operating system and office
package
• Scope – upgrade the OS and Office Suite in Units
where IS supports hardware:
• RCL, CTU, LHA, NC3Rs
• c.405 PCs and laptops
• Justification – time consuming and costly project
• Microsoft support for Windows XP and Office 2003
ends 2014
• Data incompatibility
• New features
• Other reasons

3. What to upgrade to
• Windows 7
• Microsoft Office 2010

4. Advice
• Internal
• CTU Technical Strategy Group
• CTU Data Management Systems
• CTU Training Committee
• Operational staff from LHA and NC3Rs
• External
• Other MRC Units who have completed the upgrade
• JISC
• Microsoft
• Our IT partner (Imerja)
• Head Office’s IT partner (Logica)
• Suppliers e.g. Dell

5. Compatibility
• Key stage of the project
• Need to work closely with Data Management Systems
• Identify what will be affected:
• Known
• Unknown
• Externally supported
• For all that will be affected:
• Create test criteria
• Test
• Identify and install fix if required

6. Implementation planning
• Staging
• By department/team/functional group?
• TSG recommendation?
• Timings
• Additional resources / overtime
• Technical “how to”
• Consult with others
• Put together a test plan

7. Training
• Required for all users
• CTU Training Committee
• To be addressed:
• Scheduling
• Logistics
• Training provider
• Course content
• Presentation/Classroom/e-learning
• Handouts/crib sheets

8. Costs
• OS and Office licensing
• OS and Office support
• Hardware upgrades to make compatible
• Application and software development to make
compatible
• Staff time
• Systems upgrades
• Potential consultancy
• Implementation
• Training

9. CTU Technical Strategy Group
• Feedback on initial plans
• Assist with identifying members of a Project Steering
Group
• Input into project plans, justification, funding
• Compatibility - assist with identifying user
“champions” for each department/functional group
• Point of contact
• Identify what will be affected by the upgrade
• Acceptance criteria
• Testing and sign off

10. CTU Technical Strategy Group
• Advise on implementation stage
• Input into planning for training

11. What IS is doing now
• Current steps are:
• Consulting partners with previous experience of
Windows and MS Office migrations
• Building a software list (programs, databases,
internal systems (e.g. VPN), external systems) of
everything that would be affected by an upgrade

12. Any questions?