Complete Guide to Imaging and Cascading Machines/Macintosh

< Complete Guide to Imaging and Cascading Machines

Existing Faculty/Staff/Student Desktop Cascade

Cascade Checklist

Checklist created to help with the cascade process.

Backup Users Data

  1. Plug the computer into the network.
  2. Make sure your machine is in GReg and named properly.
  3. Boot the computer while holding the N Key. This will boot the computer off the network If using the N does not work use keys Option + N.
  4. The DeployStudio screen will load.
  5. Enter your Gustavus username and password and click login.
  6. Select the Create Backup option from the menu.
  7. Press the play button.
  8. Select the drive to be backed up in the upper left corner (i.e. Macintosh HD).
  9. Give the backup image a name as follows username_date. This can easily be accomplished by just replacing the first part of the automatic name before the first underscore.
  10. Click the play button again to start the process. This can take a substantial amount of time depending on the amount of data.
  11. Machine will reboot when finished.

Verify Backup

  1. Backups will not show up in Apple_Backups until the day after the backup completes.
  2. Go to another mac and select Connect to Server from the Go menu.
  3. Connect to ispace.gac.edu with your Gustavus username and password.
  4. Open Apple_Backups and locate your newly created disk image and double click it to mount it on the desktop. If the image mounts and you can see data inside of it, the process has completed successfully.

Remove Old Hard Drive (if possible)

  1. Pull the old hard drive out the machine and replace with a new drive.
  2. When putting a pulled drive into storage, take a sticker and fill in the required information (Name of owner, date, ticket number, and disk size, etc.)
  3. If there are no stickers left, print more out. The template is on Phoebe in the “HD storage” folder.
  4. Place the sticker on the front side of the drive (directly opposite the side with the connectors) and place it in the appropriate cabinet. Cabinets are arranged by date added.

Image New Hard Drive

  1. Plug the computer into the Network.
  2. Make sure your machine is in GReg and named properly.
  3. Boot the computer while holding the N key. This will boot the computer off the network If using the N key does not work use keys Option + N.
  4. The DeployStudio screen will load.
  5. Enter your Gustavus username and password and click login.
  6. Select the desired computer image from the list of images (i.e. MavericksEmp_Munki14).
  7. Press the play button.
  8. Machine will reboot when finished.

Preparing a New Hard Drive

  1. Once netbooted, and looged into DeployStudio, go to the Tools menu and select Disk Utility.
  2. The new hard drive will show up in the left column.
  3. Click the top most icon of this hard drive (usually the brand or model of the drive).
  4. Click the partition tab on the upper right of the disk utility window.
  5. Click the bar under Volume Scheme and select 1 Partition.
  6. Enter Macintosh HD in the Name box.
  7. Make sure that the Format: is set to Mac OS Extended (Journaled).
  8. Click Options... and select GUID.
  9. Click Apply in the lower right.

Migrate Data & Setup Environment

  1. Boot the computer from its newly imaged drive.
  2. Login with the username: admin and the 2014-2015 image password.
  3. Navigate to Go/Computer/Macintosh HD/Library/Management/Apps/GACAssistant3 and open GACAssistant3.
  4. Follow the wiki article Restricted:GACAssistant to create a new user, transfer data, install printers, install software updates, install extra software and setup Time Machine.

Data Transfer

Note: you need to create the user account on the new machine before transferring data.

  1. Go to Go --> Connect to Server and type in ispace.gac.edu using your Gustavus username and password to login.
  2. Open Apple_Backups and double click on the .dmg you'd like to transfer data from.
  3. Use the Transfer Data tool in GACAssistant3 to transfer the users data.
  4. After data transfer is done, initialize the user so their account has the correct permissions.

When they log into Account Applications page and type their password into the sync password tool, this will change their computer login password to their e-mail password.

Tutorial

Customize (replace the bold italic placeholders) and print a tutorial letter for each user using the tutorial template found below.

Go through this letter with the user or leave it for them if they are not there.

New Faculty/Staff/Student Desktop Cascade

Image New Hard Drive

  1. Plug the computer into the Network.
  2. Make sure your machine is in GReg and named properly.
  3. Boot the computer while holding the N key. This will boot the computer off the network If using the N key does not work use keys Option + N.
  4. The DeployStudio screen will load.
  5. Enter your Gustavus username and password and click login.
  6. Select the desired computer image from the list of images (i.e. MavericksEmp_Munki14).
  7. Press the play button.
  8. Machine will reboot when finished.

Setup Environment

  1. Boot the computer from its newly imaged drive.
  2. Login with the username: admin and the 2014-2015 image password.
  3. Navigate to Go/Computer/Macintosh HD/Library/Management/apps/GACAssistant3 and open GACAssistant3.
  4. Follow the Wiki article for Restricted:GACAssistant to create a new user account, install printers, install updates, install additional software with Munki, and setup Time Machine.

Tutorial

Customize (replace the bold italic placeholders) and print a tutorial letter for each user using the tutorial template found below.

Go through this letter with the user or leave it for them if they are not there.

Lab / Multimedia / Kiosk

Image New Hard Drive

Make sure your machine is in GReg and named properly.

  1. Plug the computer into the Network.
  2. Boot the computer while holding the N key. This will boot the computer off the network If using the N key does not work use keys Option + N.
  3. The DeployStudio screen will load.
  4. Enter your Gustavus username and password and click login.
  5. Select the desired computer image from the list of images (i.e. MavericksLMK_Munki14).
  6. Press the play button.
  7. Machine will reboot when finished.

Dual-Boot

Setup Windows Environment

  1. The Windows platform should automatically start and begin the final Windows imaging and post-imaging process. For more information see Complete Guide to Imaging and Cascading Machines - Windows

Setup Mac Environment

  1. After the Windows platform finishes imaging, we still need to post-image the Macintosh platform.
  2. Reboot the computer and hold down the Option key.
  3. Select Macintosh HD from the menu.
  4. Once at the Mac OS X login screen, login with the username: admin and the 2011-2012 image password.
  5. Navigate to GACAssistant2 and using the instructions above configure the machine appropriately.

Enable Dual-Boot Menu

  1. At the Mac OS X login screen, login with the username: admin and the 2011-2012 image password.
  2. Navigate to GACAssistant2 and click the Dualboot button.
  3. Choose the type of dual-boot menu you would like to display.
    1. Enable dual-boot menu: Turns on a dual-boot menu that stays up until a user chooses a platform.
    2. Enable auto-boot to Mac OS X: Will display a dual-boot menu and if a user does not choose a platform in 20 seconds the computer will boot into Mac OS X.
    3. Enable auto-boot to Windows: Will display a dual-boot menu and if a user does not choose a platform in 20 seconds the computer will boot into Windows.
    4. Always boot to Mac OS X (no menu): No dual-boot menu is displayed and the computer automatically boots into Mac OS X.
    5. Always boot to Windows (no menu): No dual-boot menu is displayed and the computer automatically boots into Windows.
  4. Select the machines desired purpose (i.e. Lab, Kiosk, Multimedia, etc). If you are unsure of what to select see Post-Imaging Options
  5. Finish the remaining setup prompts, entering the admin password when prompted.
  6. Once setup is complete the computer will restart.

Before You Leave

Faculty/Staff/Student Desktop Only

  1. E-mail, address books, local folders and bookmarks
  2. Data is all there.
  3. Change their log-in password from the default to their email password.

All Machines

  1. Check firmware for updates
  2. Can connect to the Internet
  3. All needed printers are installed.

Printing

  1. Navigate to Apple Menu/System Preferences/Print & Fax
  2. Click the + symbol to add printers. Click the appropriate printer from the Default Browser or add them via IP Printer. If added via IP address make sure to change the name to something that reflect the official printer name.

Hardware Database

The Hardware Database on FileMaker must be updated for all machines that are cascaded.

  1. Make sure all machines have new GAC Tags.
  2. Ensure that the machine has at least 4-8GB of RAM. Add RAM if necessary.
  3. Update the record for the machine coming out and update it to accurately reflect it's current location.
  4. Update the record for the new machine.
  5. Print a new label and attach it to the machine before delivery.

See Also