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9 Essential Steps to the perfect SD-WAN Rollout

Losing sleep and worried about how to manage a multi-site rollout of SD-WAN for your company?

 

Don’t sweat, we’ve seen a few SD-WAN rollouts before, and if you follow this 3- Phase, 9-Step process you’ll avoid many of the pitfalls that hamper network implementations and upgrades.


Phase 1: Prepare                   

If you’re like many IT leaders tasked with SD-WAN rollout, you’ve likely been given a budget and a due date to get everything done. Don’t make the mistake of jumping into the project without proper preparation.

Step 1: Create Plan

creating plan for SD-WAN rollout

Your SD-WAN rollout plan should include four principal components.  First, you need detailed information on the hardware requirements for each location, which should be established in coordination with your SD-WAN vendor to meet the service level requirements established.  Second, you’ll need to document configuration requirements for security and routing requirements.  Third, it’s important to develop a testing plan early and get buy-in from end-users.  Finally, you’ll want a timeline that takes into account the availability of resources to deploy hardware as well as any special scheduling requirements of each location.

Step 2: Order Hardware

ordering Hardware for SD-WAN rollout

Don’t wait to order hardware.  As soon as you’ve finalized your plan, work closely with your SD-WAN vendor to verify all required components and get them on order as soon as possible as hardware inventory availability is limited with vendors. In a later step, you’ll be staging and configuring hardware so it’s typically best to have a single destination identified for all hardware deliveries and a plan to assure you can verify proper receipt of all components into a secure location.

Step 3: Establish Cutover

establishing cutover for SD-WAN rollout

Now that you have a gameplan and hardware ordered you should have some pretty firm ideas about the timeline for the roll-out. While you wait for hardware delivery it’s a good time to work on your Cutover Plan.  The Cutover Plan needs to address when the cutover will occur for each location and should be coordinated to avoid work interruptions, assure resources are available to verify there are no issues and have a clear path to revert changes in the event something goes wrong.  The Cutover Plan for each location needs to be properly communicated and have buy-in from leadership at each site.

Phase 2: Build

Congratulations, you’ve got a great plan and hardware stockpiled in a secure location, ready for configuration. In this Phase you’ll move from having a bunch of boxed SD-WAN components to a fully configured and physically setup network, ready to deploy.

Step 4: Stage & Configure  

stage and configure for sd-wan rollout

If your storage location for the hardware doesn’t have a lot of space, you may need to find a dedicated area to set up for staging and configuration that has the room you’ll need.  You’ll want to organize components by location and work closely with your SD-WAN vendor to configure each location's hardware according to your plan and then properly package each location's hardware separately for shipping.  Depending on the number of locations and the volume of hardware you may need a fair amount of space and should always assure it’s a highly secure area.

Stage 5: Ship Hardware

hardware shipping for sd-wan rollout

Shipping of the hardware for each location often ideally occurs just in time for the planned physical setup at the site.  This reduces the risk of storing hardware in less secure locations.  To avoid risks, make sure to properly package and label all components, choose a high-quality shipping service and make sure someone at the target location knows to expect the hardware and how to properly receive and store it in a secure area.  It’s a good practice to clearly label each package with the location and an inventory number so you can have the receiver verify to you that all components have been properly delivered.

Stage 6: Setup Network

setting up of network

This is where the rubber hits the road.  Depending on your plan and available resources you may ship and set up each site one by one, or have resources onsite at multiple locations for simultaneous setup. With ZTP “Zero Touch Provisioning” and popper planning, most of the configuration for each device are automated but somebody still needs to be on site to plug in to the network. Building out the physical implementation of the SD-WAN should occur as a parallel network with your existing infrastructure.  Most of the planning for how this will be completed is in Step 1: Create Plan and usually with a lot of feedback and insights from your SD-WAN vendor.  What’s most important in this step is that the onsite installers clearly understand the setup requirements and you have clear lines of communication to address questions or issues as they arise.

Phase 3: Deploy 

Congratulations, your new physical SD-WAN network should now be set up and ready to go live! There are just a few steps remaining until your company gets the benefits of a faster, more redundant, and future proof infrastructure.                         

Step 7: Complete Testing

testing of sd-wan

Based on the testing plan developed and approved in Step 1: Create Plan it will now be time to execute the tests for each location.  It’s essential not to just verify connectivity and speeds but also run through security and routing prioritization scenarios that mirror the real day to day activities of each location as much as possible.  You’ll also benefit greatly by coordinating with leadership at each location to have end-users perform and affirm test results themselves rather than just trusting that your IT team to do the tests. This step is critical if you have road warriors or remote workers that you intend to extend access via VPN. 

Step 8: Day 1 Support

flip the switch and go live

Hardware configured and installed, check.  Testing completed, check.  There’s nothing left to do but flip the switch and go live.  Don’t assume though that everything will go perfectly.  Even with an ideal plan and roll-out, you should always be prepared for the likelihood that once the network traffic starts flowing on your new SD-WAN unforeseen requirements or missed configurations may show up.  For that reason, it’s critical that you have resources monitoring the network closely from the moment you go live and on standby to quickly address issues as they arise.  It’s a great idea to have a personal conversation with leadership at each location so they understand how to formally report issues and can reach you directly if anything needs to be escalated.

Step 9: Monitor System

monitoring of the system

Your SD-WAN implementation doesn’t end with going live, in fact, that’s just the beginning of a whole new journey to fine-tune the network, assure end-user satisfaction and leverage the benefits of the advanced technology.  Whether it’s your internal team or a contracted managed network services provider keeping an eye on things, the network needs to be continuously monitored to ensure end-user expected service levels are met, changes to business needs are supported and security threats proactively addressed.

Thanks for taking the time to review our 9 Step Process and we hope it’s been valuable to you in your planning and SD-WAN implementation.

 

If you are looking for assistance with SD-WAN implementation or support, Capcon Networks can help, with a deep bench of networking experts and world-class services in SD-WAN consulting and Managed Connectivity.



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Offir Schwartz

Offir Schwartz

President & Founder 


Offir focuses on building the optimal mix of talented team members, leading technologies and proven processes to support global multi-site enterprises in obtaining and maintaining simple yet effective networking. His experience includes implementing SD-WAN, MPLS, Hybrid Networks and Unified Communications to the some of the worlds' top companies.

Offir Schwartz • Aug 05, 2020
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