Quick-Start Guide and Checklist

This section provides a high-level overview of the Planning, Developing, Stabilizing, and Deploying Phases of application compatibility planning. Team members should use this information to ensure that they do not miss critical steps.

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Planning Phase Planning Phase
Developing Phase Developing Phase
Stabilizing Phase Stabilizing Phase
Deploying Phase Deploying Phase

Planning Phase

The primary focus in this phase is to identify the compatibility evaluators to be run, identify the best method for deploying the compatibility evaluators, and then deploy to the selected computers.


High-level steps in the application compatibility Planning Phase


Compatibility evaluators identified

Identify which of the compatibility evaluators provided in the Application Compatibility Toolkit (ACT) 5.0 are most appropriate for the organization, including the Inventory Collector, Internet Explorer Compatibility Evaluator (IECE), User Account Control Compatibility Evaluator (UACCE), Update Compatibility Evaluator (UCE), and the Windows Vista Compatibility Evaluator.


Compatibility evaluators deployed

Select the appropriate method to deploy the compatibility evaluators, including Microsoft Systems Management Server (SMS), Group Policy, or logon scripts.


Application inventory completed

At this milestone, a database containing an inventory of applications resides on the organization’s computers. This information completes the Planning Phase.

Developing Phase

The primary focus in this phase is the development of the application compatibility mitigations.


High-level steps in the application compatibility Developing Phase


Test lab established

A test lab is useful for designing and testing compatibility mitigations, but remember that the inventory should be collected in the production environment for best results.


Mitigation strategies tested

Verify that the strategies address the issues and do not cause unanticipated results.


Mitigation packages created

The packages created will depend on the deployment method. Be prepared to create custom .msi packages to deploy through Group Policy.

Stabilizing Phase

Testing of mitigation packages dominates the Stabilizing Phase.


High-level steps in the application compatibility Stabilizing Phase


Application compatibility mitigation strategies tested

In this step, the Application Compatibility feature team should have performed test deployments of the compatibility-mitigation packages and verified their success.


Strategies communicated to management and other teams

To complete the Stabilizing Phase, communicate the team’s status to all teams.

Deploying Phase

The Application Compatibility feature team hands off to the Deployment feature team in this phase.


High-level steps in the application compatibility Deploying Phase


Mitigation packages deployed

When this milestone is complete, the mitigations have been deployed successfully to all target computers in the organization.


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