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The Pre-Planning Phase

The first six chapters of this book describe the concepts and functionality of Microsoft® Systems Management Server (SMS) 2003. This chapter describes a methodology you can use to plan and deploy SMS 2003. It also outlines the steps to perform before embarking on the planning process, which is described throughout the "Planning" part of this book.

In an SMS deployment, most of your time is spent planning the implementation, instead of installing the SMS software product. SMS is an enterprise application. For a successful SMS deployment, you must gather a significant amount of data to drive your early planning decisions. This chapter helps you understand the planning process, and begin that process by gathering necessary data. Chapters 8-13 guide you in planning your SMS design and your deployment and configuration. Strategies for later implementing your design and deployment plans are described in Chapters 14-17.

In This Chapter

  • Step 1 Understand the Methodology and the Risks

  • Step 2 Analyze Your Environment

  • Step 3 Analyze Your Needs

  • Step 4 Assemble the Team

  • Step 5 Begin Assembling the Project Plan

  • Step 6 Learn SMS

  • Step 7 Establish Test Lab Environment

Who Should Read This Chapter

By now you have already assigned the roles of SMS project sponsor and project manager for your SMS 2003 implementation project. This chapter is designed to provide the project sponsor the means to identify the project objectives, and to provide the project manager with the necessary guidelines to conduct the planning process.

It is the project sponsor's role to prioritize feature identification, develop the organization's requirements case, promote the shared product vision, and manage both customer expectations and the customer interaction process.

The project manager has many roles. Depending on the size of your organization, you might assign more than one project manager to your SMS project. The roles of the project manager include defining the goals and scope of the project, assembling the team, managing the project and maintaining communications. The project manager is also responsible for developing the budget and procuring the equipment.

For more information about SMS team member roles, see the SMS occupation taxonomy in Table 7.10.

For More Information

Did you find this information useful? Please send your suggestions and comments about the documentation to smsdocs@microsoft.com.

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