Complete Guide to Imaging and Cascading Machines/Windows

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Faculty/Staff/Student Desktop Cascade

Imaging and/or Cascading Quick Links

Cascade Checklist

Checklist created to help with the cascade process.

Image Name

  • 2016W10EMP

Step 1: Gathering Info From Old Machine

  1. Label machine with blue label.
  2. 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/This PC->Manage" to view users. Authenticate as a local admin (.\admin).
    2. Then go into Local Users/Groups->Users.
    3. Then go into Users/Groups->Administrators.
  3. 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. (i.e. the root of C, etc)
    1. Determine how much data is used on the hard drive, this will help you select a hard drive for the new machine.

Step 2: Backup the Old Machine (CSpace)

  1. Boot the machine normally and login as admin.
  2. Run WinAdmin on the desktop. Authenticate as local admin (.\admin).
  3. Click Create Backup, click continue.
  4. Log in(Cspace) with gustie\username and your domain password.
  5. Verify the Backup name seems correct, and click Create Backup.
  6. This will load the backup utility and the window will say Backup in Progress. When finished it will say Backup Complete in green letters.
  7. When complete, turn off the computer, and pull the hard drive(s).

Step 3: Register Machine in GReg

  1. 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.
  2. If you are re-imaging a computer (keeping same computer, but installing new hard drive) that had Windows 7, and now will have Windows 8/10, it will need a new computer name. You will need to re-enter the computer in GReg, and then delete the old registration before imaging.

Step 4: Image the New Machine

NEVER IMAGE/REIMAGE A COMPUTER WITHOUT BEING 100% CERTAIN THAT A NEW HARD DRIVE IS IN THE COMPUTER - always pull the drive out the machine and use a new drive, if you are not sure, pull it anyway.

Storing the old hard drive

  1. 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).
  2. If there are no sheets left, print more out. The template is in the “Imagingfiles” folder on WinSoft. Any of the duty people may have this file on their computer if you cannot find it on WinSoft.
  3. Place the sticker on the static bag, and place it in the appropriate cabinet (left most cabinet, top drawer). Cabinets are arranged by date added.

Set BIOS to boot to UEFI

  1. Before deploying Windows 10, ensure the computer is booting using UEFI. The models below may require these settings changed:
    1. T430
      1. Restart Machine
      2. Press and hold Enter to enter Bios/boot up
      3. Select F1 for Set Up
      4. Click the Security Tab under Secure Boot select enabled
      5. Click the Security Tab under Security Chip select descrete TPM and set the Security Chip to Active.
      6. Press F10 to Save and exit.
      7. Proceed to Image Section.
    • Q87
      • F2 to go into BIOS
      • Under BOOT menu
      • Disable CSM
      • Enable Network Stack
      • save and reset
      • F8 to get to boot menu
      • select IPV4 network adapter to PXE boot
      • If you don’t see IPV4 network option
      • F2 to go into BIOS and make sure network stack and IPV4 and IPV6 are both enabled in bios
      • CSM must be disabled to enable the network stack.
      • Enable TPM Security Chip
      • After Imaging, the bios on the computer may update, If it does you will need to disable CSM and Enable the network stack and set the Boot Option to Hard Driver 1st (from the boot menu in the bios) again for the computer to boot.
    • Q77
      • F2 to go into BIOS
      • Enable TPM Security Chip
    • Q67
      • F2 to BIOS
      • Enable UEFI in the Boot section of the BIOS
      • Enable TPM Security Chip
      • Note: When starting the image later, ignore the warning about "Legacy BIOS" and "Compatibility Mode," and press cancel.


Imaging is done by booting the machine to the network.

  1. Most machines will boot to the network if you press the F12 Key when booting.
    1. 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.
    2. Select PCI LAN or other network option.
  2. At the Windows Deployment Screen, ensure the GReg name in the bottom left is correct and select Deploy Image.
  3. Click Next when prompted to choose locale and Keyboard or input device.
  4. Enter your username with the gustie\username and your password.
  5. Select the operating system you want to install(2016W10EMP) and click Next.
  6. When the imaging is complete, the machine will reboot and auto-login multiple times to complete the setup. The machine will remain logged into the local admin account when the post imaging process is complete.

Step 5: Configuring new employee user

If this is a cascade for an existing employee, move to Step 6: Existing Employee. If this 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."

  1. Login to the GTS Tools Page (
    1. Search for the user.
    2. Select Change Domain Password.
    3. Make note of the temporary password.
    4. Close the browser window.
  2. From the Desktop, open winadmin.
  3. Authenticate as admin (.\admin).
  4. Select Add a new user and click continue.
  5. Check the user type:
    1. Domain User Type: This is an employee user.
      1. Enter the username of the employee and click Add.
    2. Local User: This is a generic local user such as a student.
      1. Enter the FullName and username of the new local account.
      2. Check Administrator to add this user to the administrator group. Most generic accounts are not administrator accounts.
  6. Log off and log on as the new user you just created.

Step 5: Configuring existing employee user with data

Before performing any of these steps, you need to change the domain password of the employee. (Later, so you can migrate their data to the machine as them.)

  1. Login to the GTS Tools Page (
    1. Search for the user.
    2. Select Change Domain Password.
    3. Make note of the temporary password.
    4. Close the browser window.

Automatic Migration

  1. Log in as Admin (.\admin).
  2. From the Desktop, open winadmin.
  3. Authenticate as admin (.\admin).
  4. Click Migrate user from backup and click Continue.
  5. If this is a laptop, Follow prompts to install Easy MP.
  6. The Migrate From Backup Server option opens. Authenticate with your credentials.
  7. Click Migrate from Backup.
  8. Select the This PC->L:->current
  9. Open the root User Folder with the correct date.(example: if Marni Dunning's computer was backed up on June 8, 2016 you would select L:\current\mdunning06082016).
  10. Select the user you wish to migrate.
  11. Make sure the New User matches the new user you wish to migrate the data to.
  12. Select the appropriate group for the user:
    1. Administrator to add this user to the administrator group.
    2. User to add this user to the user group. Ex. This would be a student user.
  13. Check the user type:
    1. Domain User if this is a Employee user.
    2. Uncheck Domain User if this is a local account such as a generic student user.
  14. To determine the printers, use the printers.txt file that will automatically open while after the image has mounted.
  15. 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.

For Manual Migration help, please see Manual Windows Data Migration.

Step 6: Email

Thunderbird is our client of choice for Windows users.

Note: if employee has migrated to Gusmail - you need to change settings on google to allow less secure apps (Thunderbird and Outlook) to work. Go here for instructions:


  1. 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.
  2. Old Thunderbird Users - If they have already been using Thunderbird they will have a Thunderbird Profile, and it should have migrated in the data migration.

Outlook - Migrating someone from Outlook 2003 to 2007 requires a few extra steps.

  1. 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.

For Manual Migration help, please see Manual Windows Data Migration.

Step 7: FireFox

Most of our users have now used FireFox and their FireFox Profile will move automatically using the migration tool.

For Manual Migration help, please see Manual Windows Data Migration.

Step 8: Configure Crashplan Backup

  1. Make sure you are logged in as the user.
  2. Go to Start > All Apps > Gustavus Application Catalog. Authenticate with the user login.
  3. Select Code42 CrashPlan Backup Software. Click Install (lower right).
  4. After the install completes, open Code42 CrashPlan (Start > All Apps > Code42 CrashPlan).
  5. Login as the end user to make sure the backup is running and has their hard drive selected.
  6. Determine whether this is a new crashplan user or existing. Refer to ticket or ask DutyPerson if you do not know!
    1. If this is a new employee or new user to Crashplan, select Add New Device.
    2. If this is replacing an old computer that had CrashPlan, click Replace Existing. Select Device - Be sure to select the correct computer! Click Skip File Transfer and then Skip. Click Continue on the transfer settings page. Log in as user when prompted.

Note: The end user must be listed as an employee in datatel for Crashplan access.

Step 9: Printers

Install printers. Use the Old Printers report from C:\Admin\logs. If you don't find the printers on Marco or in the Managed Software Center, please ask for help.

Step 11: 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.

Step 12: 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.

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

Residence Halls

  • Install scanners manually