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Standard Operating Environment

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A Standard Operating Environment (SOE) is an IT industry term used to describe a standard implementation of an operating system and its associated software. Other common names used are :

  • MOE - Managed Operating Environment
  • COE - Consistent or Common Operating Environment
  • MDE - Managed Desktop Environment
  • DMS - Desktop Managed Services[citation needed]
  • OSP[citation needed]
  • SDE - Standard Desktop Environment.
  • "Standard Image"

It is typically implemented as a standard Disk Image that can be mass deployed to more than one computer in an organisation. It can include the base operating system, a custom configuration, standard applications used within an organisation, software updates and service packs. An SOE can apply to servers, desktops, laptops, thin clients, and mobile devices.

The major advantage of having an SOE in a business environment is the reduction in the cost and time to deploy, configure, maintain, support and manage computers. By standardising the hardware and software platforms used within an organisation, the IT department or service provider can deploy new computers and correct problems with existing computers quickly. A standardized, repeatable and automated solution creates a known, expected and supportable environment. A standardized solution ensures known outcomes are maintained, with automation providing the key to speed, repeatability and standardization.

Examples

There are many Windows deployment guides and tools available from Microsoft and other vendors. Many businesses endeavor to build their own SOE solutions using the Microsoft Business Desktop Deployment (BDD) solution accelerator or Microsoft Deployment Toolkit (MDT). However, some do not have the capability to build all features in one single SOE and their processes often include documented manual configuration steps.

SOEs on Mac OS X, Linux, and other Unix/Unix-like systems can typically be made simply by creating and deploying disk images. This can be achieved using tools such as Disk Utility and dd. Whereas deploying a disk image originating from a system with non-identical hardware will often result in boot failure with Windows, the process is generally achievable on Unix systems with the caveat that the systems must be of the same computer architecture and drivers will need to be installed on the image for all the possible hardware configurations. Since Apple does not have third party computer manufacturers usually only hardware add-ons are a concern with respect to drivers. On Linux most hardware with kernel support can be auto-detected. Boot scripts can be used for automated post-deployment configuration.

There also a number of vendor specific SOE systems for various Linux/Unix-like distros. For Solaris the use of jumpstart scripts is more frequent to ease the automation of setting specific parameters for each system. In Red Hat Enterprise Linux this is typically done by using kickstart scripts, there are specific products to create and manage an SOE like Red Hat Satellite Server which avoid the disk space usage and maintenance difficulties of managing disk images.

References

  1. www.soe.ecu.edu.au
  2. www.rmit.edu.au