Tài liệu Module 5: Designing a User Settings Management Strategy pdf

Contents
Overview 1
Identifying Current User Settings
Environment 2
Determining Organizational Requirements 5
Categorizing User Settings Management
Needs 7
Identifying Available User Settings Options 14
Selecting the Appropriate User Settings
Options 18
Lab A: Meeting User Settings Management
Needs 22
Review 29

Module 5: Designing a
User Settings
Management Strategy



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Module 5: Designing a User Settings Management Strategy iii


Instructor Notes
In this module, students examine the current user settings environment and
determine an organization’s future requirements for it. This module describes
how to identify options available for managing user settings and which of those
options are most appropriate to address the organizational needs and to include
in a user settings management plan.
After completing this module, students will be able to:


Identify the current user settings environment.

Assess the organizational requirements for user settings management.

Categorize needs for user settings management.

Identify available user settings management options.

Select the appropriate options that would meet the organization’s needs.

Materials and Preparation
This section provides the materials and preparation tasks that you need to teach
this module.
Required Materials
To teach this module, you need the following materials:

Microsoft
®
PowerPoint
®
file 2410a_05.ppt

Module 5, “Designing a User Settings Management Strategy”

Trainer Materials compact disc

Preparation Tasks
To prepare for this module:


Read all of the materials for this module.

Read the technical white papers located on the Trainer Materials compact
disc.

Read any relevant information in the Microsoft Windows
®
2000 or
Microsoft Windows XP Help files, and in the Windows 2000 or
Windows XP Resource Kit.

Be familiar with the principles and practice of Change and Configuration
Management (CCM).

Read the instructor notes that precede each module. These contain
preparation suggestions for each module.

Read the review questions and be prepared to elaborate on the answers
provided in the text.

Complete the lab and be prepared to elaborate on the solutions found there.

Presentation:
45 Minutes

Lab:
45 Minutes
iv Module 5: Designing a User Settings Management Strategy

Module Strategy
Use the following strategy to present this module:

Identifying Current User Settings Environment
In this section, students define the term user settings management. In
addition, students learn how to document the current user settings
environment, which is used as a basis of planning the management of user
settings. Take the following action:
• Acknowledge that there are significant overlaps between determining
user settings and computer settings. Therefore, decisions about the
settings, and the technologies required to support them, will be mutually
dependent.

Determining Organizational Requirements
In this section, students learn how to identify the organization’s needs for
the management of user settings and to address those needs in a plan for
user settings management. Take the following actions:
• The questions listed are a discussion point for evaluating user settings
needs. Ask students whether they can think of any other questions.
• The most important issue that influences all questions is the need to
identify unnecessary costs incurred by user settings management. The
responses to questions can be used to assess the potential for savings
through CCM technologies.

Categorizing User Settings Management Needs
In this section, students categorize users by their need for Information
Technology (IT) services and administration in relation to user settings
management.
The categories discussed here repeat those in previous sections, and do not
need to be explained again.


Identifying Available User Settings Options
In this section, students identify several different technologies available for
the management of user settings in the organization and how those
technologies can benefit the organization.
Note the following:
• It is worth selecting example scenarios as a basis to discuss appropriate
technologies for given situations - for example, which technologies
would be most appropriate for a mobile sales person or for an office
worker.

Selecting Appropriate User Settings Options
In this section, students learn how to implement CCM technologies and
features for user settings. Take the following actions:
• Emphasize that this section does not provide a detailed how-to guide for
user settings management. It presents guidelines and best practices and
provides illustrations of how CCM technologies might be used in this
context.
• Consider asking students about their own user settings management
needs. Use their responses to initiate a discussion about appropriate user
settings management practices.
Module 5: Designing a User Settings Management Strategy v


Lab Strategy
Use the following strategy to present this lab.
Lab A: Meeting User Settings Management Needs
The lab will assist the student in applying the information presented in this
module. Students are expected to have:


Basic experience or knowledge of the Active Directory
™
directory service.

Basic experience or knowledge of Group Policy.

The knowledge and skills necessary to define and implement a user settings
management plan.

The lab consists of three scenarios, each of which is based on a company
requiring facilities for user settings management. In this lab, students review
each scenario and determine organizational requirements. They then use
information from the module to derive a number of design decisions concerning
the user settings management plan. Students will also be asked to explain how
they arrived at those decisions.
To conduct this lab:

Read through the lab carefully, paying close attention to the instructions and
to the details of the scenario.

Divide the class into groups of two or more students.

Present the lab and make sure that students understand the instructions and
the purpose of the lab.

Explain each of the scenarios and highlight any key information.

Explain that there are no right answers and that students may give different
answers.


Ask students what answers they gave in each scenario, because discussion
of differing answers is to be encouraged.

Remind students to consider the relative merits of Active Directory and
Group Policy with respect to user settings management, and to think about
the suitability of each option to the scenarios.

While students are completing the lab, take the opportunity to assess each
student’s comprehension of the technology features of Active Directory and
Group Policy presented in the module.

Allow time to discuss the solutions after the lab is completed. A solution is
provided on the Trainer Materials compact disc. Encourage students to look
critically at each other’s solutions and to discuss any ideas for improving the
designs.


Module 5: Designing a User Settings Management Strategy 1


Overview

Identifying Current User Settings Environment

Determining Organizational Requirements

Categorizing User Settings Management Needs

Identifying Available User Settings Options


Selecting the Appropriate User Settings Options

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As the designer of your organization’s Change and Configuration Management
(CCM) infrastructure, you must provide a plan for the management of user
settings for the client computers on your network.
In this module, you will examine the current user settings environment and
determine the organization’s future requirements for that environment. After
you assess the environment and needs, you will identify the options available
for managing user settings. You can determine those that address your
organizational needs and are therefore most appropriate to include in your user
settings management plan.
After completing this module, you will be able to:

Identify the current user settings environment.

Assess the organizational requirements for user settings management.

Categorize needs for user settings management.

Identify available user settings management options.

Select the appropriate options that would meet the organization’s needs.

Topic Objective
To provide an overview of

the module topics and
objectives.
Lead-in
In this module, you will learn
the principles of evaluating
user settings management
options based on
organizational needs and
the current and planned
environment.
2 Module 5: Designing a User Settings Management Strategy


Identifying Current User Settings Environment

Defining User Settings Management

Identifying User Settings Currently in Use
• Desktop settings
• Language settings
• Application settings
• Login script settings
• Environment settings
• Security settings
Software
Software
Software
Scripts
Scripts
Scripts

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Before you can implement a user settings management plan, you must be aware
of the current user settings environment. Document this information so that you
can refer to it at crucial decision points during your CCM infrastructure plan.
Defining User Settings Management
Administrators use user settings management to control users’ desktop and
environment settings when logging on to a computer. Administrators can ensure
that users’ settings are always available to them, even if they work on several
different computers on the network, or are working offline.
By using user settings management, you can centrally define the computing
environment for your users and computers. You can also restore user settings
more easily if there is a computer failure. User settings include both personal
preferences and centrally defined customizations of the operating system
desktop environment and applications. Settings can include language settings,
desktop layout, and other user preferences. You can make users’ customized
settings available wherever users log on.
Topic Objective
To identify the current user
settings environment.
Lead-in
To select a user settings
management strategy, you
need information about the
existing user settings
environment.

Module 5: Designing a User Settings Management Strategy 3


Identifying User Settings Currently in Use
When planning your future strategy for user settings management, it is
important to assess the current level of management of these environments. You
must identify and document the following areas of your user settings
environment:

Desktop configuration settings. Desktop configuration settings determines
the user interface environment that a user sees when logging on to a
computer. These settings may include items such as:
• Wallpaper.
• Screen colors.
• Desktop shortcuts.
• Start menu shortcuts.
• Printer mappings.
• Drive mappings.
• Screen savers.

Language settings. Language settings determine the language options
available to users during their login sessions.

Application settings. Application settings can include items such as:
• Custom dictionaries.
• Personal workspace preferences.
• Microsoft
®
Internet Explorer settings; for example, Favorites, History,
and Cache.

• Personal address books.
• Customized toolbars.

Login script settings. Login script settings determine which scripts are run
during the user logon process and what these scripts contain.
4 Module 5: Designing a User Settings Management Strategy




Environment settings. Environment settings determine how much control, if
any, users have over their own environments and the options that they have
for modifying them. These may include restrictions on:
• Desktop.
• Taskbar.
• Start menu.
• Control Panel.
• My Network Places.
• Network and Dial-up Connections.

Security settings. Security settings determine the security provided when
users log on to a computer and include settings relating to:
• Passwords.
• Account lockout.
• User rights.
• Auditing.
• Logon banners.
• System shutdown.
• Auto logoff.

Module 5: Designing a User Settings Management Strategy 5


Determining Organizational Requirements

Defining the Different Types of User Settings

User or administrator-defined settings

Temporary settings

Local settings

Determining Specific Needs for User Settings

Need to support roaming and mobile users

Need to reduce number of UI-related support calls

Need for user scripts

Need for centralized control

Need for multiple languages

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It is important to have a good understanding of the organization’s requirements
for the control and management of its users’ settings. From these business
needs, you can identify the benefits that Microsoft Windows
®
2000 and
Microsoft Windows XP technologies can bring to the organization.
In this section, you will learn how to identify the organization’s needs for the
management of user settings so that you can address those needs in your CCM
infrastructure plan for user settings management.
Defining the Different Types of User Settings
User settings, like user data, can follow the user, regardless of where that user
logs on. Administrators use settings to customize and control users’ computing
environments. Users can customize, or can be prevented from customizing,
their own computing environments. These settings can be applied to both users
and computers. When users have permission, they often customize the style and
default settings of their computing environment to suit their needs and work
habits.
To ensure that you are gathering the correct information about user settings,
you must first define what types of user setting information can be managed.
Settings contain three basic types of information: user and administrative
settings, temporary settings, and settings specific to the local computer. For
example:

User settings include items such as Internet Explorer Proxy settings, quick
links, cookies, or Windows color schemes.

Temporary information includes items such as the user's personal Internet
Explorer cache.

Local computer settings include items such as screen resolution (which is

computer specific) and folders and files that are marked for offline use.

Topic Objective
To determine the
organization’s requirements
for user settings
management.
Lead-in
You must understand the
organization’s needs for the
management of user
settings.
6 Module 5: Designing a User Settings Management Strategy


Determining Specific Needs for User Settings
When creating your user settings management plan, you must determine and
document any user settings requirements that you identify. Much of the
information that you should gather is covered in this section.
The following questions will be useful to you:

Do you have any roaming users who use multiple workstations in your
network and need access to their settings at all times?

Do you have any employees who travel frequently and have intermittent
network access, often over slow links?

How many new employees do you hire per month?

How often do you upgrade or replace existing computers?


Which common user-interface-related support calls do you want to reduce?

What are your needs for logon scripts?

Would you like to be able implement logoff, startup, and shutdown scripts?

How much centralized control do you want to have over user settings?

Is it politically acceptable in your organization to secure user desktops?

Do any users require multiple languages to be configured on their desktops?

What are your application settings needs (for example, Internet Explorer
settings)?

Module 5: Designing a User Settings Management Strategy 7






Categorizing User Settings Management Needs

Categorizing Settings Management Needs by Job Type

Categorizing Settings Management Needs by User
Location


Categorizing Settings Management Needs by Computer
Role

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To incorporate a user settings management plan into your CCM infrastructure,
classify your users into different types of employees, each having different
needs for user settings management. After you assess your users’ settings
requirements, you can determine which Information Technology (IT) services
are required by different employees.
In this section, you will categorize users by their need for IT services and
administration in relation to user settings management.
Topic Objective
To categorize needs for
user settings management.
Lead-in
You must understand the
organization’s needs for the
management of user
settings.
8 Module 5: Designing a User Settings Management Strategy


Categorizing Settings Management Needs by Job Type
High-Performance Worker
High
High

-
-
Performance Worker
Performance Worker
•Engineers
•Financial traders
•Software developers
•Engineers
•Financial traders
•Software developers
Knowledge Worker
Knowledge Worker
Knowledge Worker
•Executives
•Researchers
•Salespeople
•Executives
•Researchers
•Salespeople
Process Worker
Process Worker
Process Worker
•Receptionists
•Claims processors
•Accounts payable clerks
•Receptionists
•Claims processors
•Accounts payable clerks
Data-Entry Worker
Data

Data
-
-
Entry Worker
Entry Worker
•Bank tellers
•Data-entry personnel
•Factory line workers
•Bank tellers
•Data-entry personnel
•Factory line workers

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Several worker types can be used to describe the majority of job roles found in
organizations. Each type of worker has specific needs concerning the
management of his or her user settings. For example, a high-performance
worker may also do tasks normally expected of a knowledge worker.
The following user settings options are common for each type of user.
High-Performance Workers

Users have access to a restricted set of Control Panel utilities and computer
management administrative tools.

Users cannot change standard hardware settings.

Users are able to configure installed software to suit their personal tastes

and working styles.

Users are normally logged on with User rights.

Users who need more control may be granted increased rights (Power User
or Local Administrator).

Knowledge Workers

Users have access to a restricted set of Control Panel utilities and computer
management administrative tools.

Users cannot change standard hardware settings.

Users are able to configure installed software to suit their personal tastes
and working styles.

Users cannot play games and do not have access to unapproved
applications.

Topic Objective
To categorize user settings
management needs by the
job types of the users.
Lead-in
To gain an understanding of
your users’ needs for user
settings management,
categorize them by their
jobs.