Complete Guide to Imaging and Cascading Machines/Windows

< Complete Guide to Imaging and Cascading Machines

Contents

Faculty/Staff/Student Desktop Cascade

Cascade Checklist

Checklist created to help with the cascade process.

Image Name

  • 2012W7EMP

Gathering Info From Old Machine

  1. Users - Write down all users on the machine to make sure you recreate them on the new machine. Most of the time it will only be one.
    1. Right Click on "My Computer->Manage" to view users.
    2. Then go into Users/Groups->Users.
  2. Data - Look over the locations of the users data. Make sure you are aware of any special applications and locations the user may store their data so you can ensure it is moved to the new machine.

Backup the Old Machine

  • Backup is done by booting the machine to the network. Most machines will boot to the network if you press the F12 Key when booting.
  • Some will offer a boot option if you press the F10 Key. Others will need to have the bios adjusted by pressing the F2 Key.
  • Once the machine begins the network boot process select:
    • Windows 7 Backup/Deployment to backup a machine.
  • Once the machine begins the network boot process you will be presented with a Windows Deployment selection screen. Click on Backup machine and enter your username after gustie\ and your password.
  • Enter the username or computer name of the machine you are backing up.
  • Click OK.
  • This will begin the backup process. This will capture disk 0. If there are multiple disks in the machine, make sure the disk you want to backup is disk 0.
  • Once the backup is completed successfully, the command prompt window will say:
    • ..Capturing parition [0]:[100%] ...
    • Partition Capture Result: [0].
  • Pull the hard drive and label it.

---Note: A VHD backup will only mount on a Windows 7 machine.---

Register Machine in GReg

  • Make sure your machine is in GReg and named properly. Be sure to remove any old GReg registrations by searching Greg using the MAC address of the machine.

Image the New Machine

  • Never Re-Image a hard drive with personal data on it - always pull the drive out the machine and use a new drive.
    • 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)
    • If there are no sheets left, print more out. The template is in the “Imagingfiles” folder on Phoebe.
    • 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.
  • Imaging is done by booting the machine to the network. Most machines will boot to the network if you press the F12 Key when booting.
  • Some will offer a boot option if you press the F10 Key. Others will need to have the bios adjusted by pressing the F2 Key.
  • Once the machine begins the network boot process select:
    • Windows 7 Backup/Deployment to deploy Windows 7.
  • Once the machine finishes loading the network boot image, you will be presented with a Windows Deployment selection screen. Ensure the greg name in the bottom left is correct and select Deploy image to image this machine. Enter your username with the gustie\ domain and your password.
  • Select the image appropriate image and click "Start Image"
  • When the imaging is complete, the machine will reboot and auto-login 2 times to complete the setup. The machine will remain logged into the admin account when the post imaging process is complete.

Configuring new employee user

If the user is a new employee to the college or this machine requires no data be moved to it, you can skip the steps under "Configuring existing employee user with data."

  • Login to the GTS Tools Page
    • Select Change Domain Password.
    • Enter the username of the new user.
  • Navigate to @dmin > Programs and open winadmin.
  • Select Add a new user.
  • Check the user type:
    • Domain User: This is an employee user.
      • Enter the username of the employee and click Add.
    • Local User: This is a generic local user such as a student.
      • Enter the FullName and username of the new local account.
      • Check Administrator to add this user to the administrator group. Most generic accounts are not administrator accounts.
  • Log off and logon as the new user you just created.

Configuring existing employee user with data

Before performing any of these steps, you need to change the domain password of the employee so you can login to the machine as them.

  • Login to the GTS Tools Page.
    • Select Change Domain Password.
    • Enter the username of the new user.

Automatic Migration

  • Navigate to c:\@dmin -> Programs and open winadmin. You will asked for admin credentials.
  • Click Migrate user from backup and click Continue.
  • Authenticate with your credentials.
  • Click Login.
  • Select the backup image you created from the old machine.
  • Please wait while the image attempts to mount (this may take several minutes).
  • Select the user you wish to migrate.
  • Make sure the New User matches the new user you wish to migrate the data to.
  • Select the appropriate group for the user:
    • Administrator to add this user to the administrator group.
    • User to add this user to the user group. Ex. This would be a student user.
  • Check the user type:
    • Domain User if this is a Employee user.
    • Uncheck Domain User if this is a local account such as a generic student user.
  • To determine the printers use the printers.txt file that will automatically open while after the image has mounted.
  • When everything has completed migrating, click Logout.
  • Note: Always check to be sure that the user did not save any data in alternate locations. Clicking restore will only restore their favorites, Firefox settings, Thunderbird settings, My Documents, and Desktop.

Manual Migration

  • Navigate to c:\@dmin -> Programs and open winadmin.
  • Select Add a new user.
  • Check the user type:
    • Domain User: This is an employee user.
      • Enter the username of the employee and click Add
    • Local User: This is a generic local user such as a student.
      • Enter the FullName and username of the new local account.
      • Check Administrator to add this user to the administrator group. Most generic accounts are not administrator accounts.
  • Log off and logon as the new user you just created.
  • Navigate to @dmin > Programs and open winadmin.
  • Click 'Manual Migration'.
  • Enter the helpline username and password.
  • Click Login.
  • Select the backup image you created from the old machine.
  • Please wait while the image attempts to mount.
  • A folder will open showing the contents of the backup. Just drag the appropriate folders to the new user profile. Here are some of the default folders to move:
    • Firefox:
      • W7: C:\Users\<Username>\AppData\Roaming\Firefox
      • XP: C:\Documents and Settings\<username>\Application Data\Firefox\
    • Thunderbird:
      • W7: C:\Users\<Username>\AppData\Roaming\Thunderbird
      • XP: C:\Documents and Settings\<username>\Application Data\Thunderbird\
    • Documents:
      • W7: C:\Users\<Username>\Documents
      • XP: C:\Documents and Settings\<username>\My Documents
    • Desktop:
      • W7: C:\Users\<Username>\Desktop
      • XP: C:\Documents and Settings\<username>\Desktop
    • Favorites:
      • W7: C:\Users\<Username>\Favorites
      • XP: C:\Documents and Settings\<username>\Favorites
    • Downloads:
      • W7: C:\Users\<Username>\Downloads
    • Links:
      • W7: C:\Users\<Username>\Links
    • Pictures:
      • W7: C:\Users\<Username>\Pictures
    • Videos:
      • W7: C:\Users\<Username>\Videos
  • To determine the printers use the printers.txt file that will automatically open while after the image has mounted.
  • When everything has completed migrating, click Logout.

Email

Thunderbird is our client of choice - however we still have a number of Eudora (legacy) users out there. We would like to move all Eudora users to Thunderbird - but you will find directions here for Eudora also - just in case.

  • Eudora - Eudora is our legacy email client.
    • Move the users old Eudora settings and mail info from their old drive to C:\Documents and Settings\<username>\My Document\Eudora on the new machine. You will need to install Eudora from \\phoebe\i\Eudora\Eudora_6.2.5.6.exe. During the install process, the installer will ask you where the personal data is - make sure the personal data path matches where you put the Eudora folder from the old machine. After the installer finishes, launch Eudora and verify that it their mail is there.
  • Thunderbird -
    • New Accounts - You need only configure the username information in Thunderbird. From the Tools Menu select Account Settings. Change the Account Name, Your Nameand Email Address entries. On the Server Settings Tab change the User Name, and On the Outgoing Server Tab, Edit the Gustavus entry and change the User Name entry.
    • Eudora Conversions to Thunderbird - In order for the import features of Thunderbird to work, there must be a working copy of Eudora on the machine. So, you can either set up Eudora on the new machine or do the conversion to Thunderbird on the old machine. Set up Thunderbird as above, then from the tools menu select import and use the import features of Thunderbird to bring in the users address information and any local mailboxes.
    • Old Thunderbird Users - If they have already been using Thunderbird they will have a Thunderbird Profile. Their profile will be located on their original drive in the C:\Documents and Settings\<username>\Application Data\Thunderbird\Profiles. If more than one profile exists - check the dates for help in determining which is being used. Move their profile to the new machine into the C:\Documents and Settings\<username>\Application Data\Thunderbird\Profiles directory. After copying the profile into this location you will have to edit the profiles.ini file. This is the file that tells Thunderbird which profile to use. Change the path= line reflect the name of the profile you moved. Test Thunderbird as the user. Check for a signature for the user to make sure that it is pointing to an active file.
  • Outlook - Migrating someone from Outlook 2003 to 2007 requires a few extra steps.
    • Migrating Outlook 2003 to 2007 - Copy application data just as you would normally migrate an e-mail account from one client to another. This will copy just the username and e-mail account settings, but it still needs some configuring. Open Outlook 2007 on the new machine and then go Tools--> Account Settings. Then select the account in the E-mail tab, navigate through the settings to the Internet E-mail Settings window and select More Settings ... at the bottom right of the window. On the Outgoing Server tab select the checkbox labeled "My outgoing server (SMTP) requires authentication). Then, on the Advanced tab select the SSL checkbox for Incoming Server and make sure the encryption is set to SSL under the Outgoing Server area. Hit OK and make sure the account connects correctly, if the user is available have them enter in their password and save it so they don't have to enter it every time.

FireFox

Most of our users have now used FireFox and we need to copy their FireFox profiles from their old machine to the new one.

  • Copy profile from C:\Documents and Settings\<username>\Application Data\Mozilla\Firefox\Profiles use the Date Modified to help, if there is more than one. Copy into the same location on the new machine. You will need to edit the C:\Documents and Settings\<username>\Application Data\Mozilla\Firefox\profiles.ini file path line to reflex the change Path=Profiles/<profilename>.default.

Additional Hard Drive Initialization and Back Up Settings

After the image process is complete, and before delivery you need to initialize the back up drive and set up the Back Up.

Physically install an additional hard drive.

To Initialize the drive:

  1. Right-click on My Computer
  2. Select Manage then Disk Management
  3. The Initialize disk window should open
  4. Select Disk 1 and MBR, click OK
  5. Right click on the disk (on the right side where it says the size of the drive)
  6. Click create new Simple Volume.
  7. Leave all defaults, except change the name of the volume to Backup.
  8. Click Finish.

To set up the backup:

  1. Log in as user
  2. Open the Backup and Restore Control Panel.
  3. Click Set up backup
  4. Select the Backup disk as the location
  5. Select Let Windows Choose
  6. Check the summary and save and run backup.

Please see Backup and Restore for additional information.

Printers

Install all the printers that you have taken note of earlier that were installed on the old machine. You may also install the printers when delivering the new machine and asking what printers go on the machine.

Hardware Database

The Hardware Database on FileMaker must be updated for all machines that are cascaded. Make sure all machines have new GAC Tags.

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

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.

Things to make sure that are working before you leave:

  1. E-mail, address books, local folders.
  2. They can connect to the Internet, favorites are there.
  3. Printers, all printers they need are installed.
  4. Data is all there.
  5. Change their log-in password from the default to their email password.

During delivery, verify that duplexing is turned on as the default if the printer has a duplexer. Right- click on each printer and select properties. On the General tab, click Printing Preferences. On the Layout tab, click “Flip on Long Edge” in the Print on Both Sides section. If this is not an option, but the printer has a duplexer, right-click on the printer and select Properties. On the Device Settings tab, select Installed next to Duplex Unit under Installable Options.

Palm desktop software must be installed as the user when the cradle is plugged in. If they want their palm to sync with Meeting Maker, see the document called Syncing Palm and Meeting Maker. After installing the palm software, launch the program. From the Tools menu, select Options. On the General tab, set the data directory to c:\Documents and Settings\username\My Documents\palm. Close the software. Copy any palm data from their backup to this folder.

Multi-Media Classrooms

  1. Make sure the computer name and the name in greg match the naming convention.
  2. Put in a DVD under the "gustavus" user
    1. Select Play DVD movie with VLC Player
    2. Check the box for "Always do the selected Action"
    3. Click OK
    4. Remove and put the DVD back in to make sure it auto opens in VLC player.

Lab Use - Deep Freeze

Residence Halls

  1. Before imaging the machine, remove it from Greg and rename it using the new naming convention.
  2. After the machine is imaged, thaw the machine.
  3. Install the printer and setup duplexing for both the labuser and Gustavus user.

Kiosk/Searching Station

  1. Before imaging the machine, remove it from Greg and rename it using the new naming convention.

Nobel 237, 337 334 Plant Lab Image

  1. Before imaging the machine, remove it from Greg and rename it using the new naming convention.
  2. After imaging, thaw the machine.
    1. Assign or add the correct printer for the lab.
    2. Login as gustavus and helpline to setup duplexing for each user. Also setup the default printer to the printer for the specific lab.

Nobel 206/207 BioChem Lab Image

  1. Before imaging the machine, remove it from Greg and rename it using the new naming convention.
  2. After imaging, thaw the machine.
    1. Assign or add the correct printer for the lab.
    2. Login as gustavus and helpline to setup duplexing for each user. Also setup the default printer to the printer for the specific lab.

Nobel 306/307 Chem Lab Image

  1. Before imaging the machine, remove it from Greg and rename it using the new naming convention.
  2. After imaging, thaw the machine.
    1. Assign or add the correct printer for the lab.
  3. Login as gustavus and helpline to setup duplexing for each user. Also setup the default printer to the printer for the specific lab.
      1. We also have to plug in the devices for Todd so it will install the drivers. This has to be done for both users on each machine.

Nobel 324 Lab Image

  1. Before imaging the machine, remove it from Greg and rename it using the new naming convention.

SSC Lab Image

  1. Before imaging the machine, remove it from Greg and rename it using the new naming convention.

See Also