Symantec ALTIRIS DEPLOYMENT SOLUTION 7.1 - V1 User manual

Altiris™Deployment Solution
from Symantec User Guide
Version 7.1

Altiris™Deployment Solution for Clients from Symantec
User Guide
The software described in this book is furnished under a license agreement and may be used
only in accordance with the terms of the agreement.
Documentation version 7.1
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Technical Support ............................................................................................... 4
Chapter 1 Introducing Deployment Solution .................................... 11
About Deployment Solution ........................................................... 11
Components of Deployment Solution ............................................... 12
Chapter 2 Getting started with Deployment Solution .................... 13
Using Deployment Solution ........................................................... 13
About the Deployment Portal ......................................................... 16
Using Deployment Solution for the first time .................................... 18
Installing the Deployment plug-in ................................................... 19
About Deployment Solution policies ................................................ 20
Uninstalling the Deployment plug-in ............................................... 22
Upgrading the Deployment plug-in ................................................. 23
About Deployment site server components ....................................... 24
About PXE .................................................................................. 24
Installing Deployment site server components .................................. 25
Chapter 3 Configuring Deployment Solution settings .................... 29
Configuring deployment and migration settings ................................ 29
About Sysprep imaging ................................................................. 32
Adding an OS license .................................................................... 33
Creating a PXE preboot image ......................................................... 33
Adding a driver for a preboot configuration ...................................... 34
About automation folders .............................................................. 35
About configuring a PXE server ...................................................... 36
About initial deployment ............................................................... 36
Configuring the initial deployment settings ...................................... 36
Chapter 4 Running tasks and jobs ...................................................... 39
About deployment tasks and jobs .................................................... 39
Creating a deployment task ............................................................ 42
Changing network settings ............................................................ 43
Combining tasks into a job ............................................................. 44
Contents

Scheduling a deployment task ........................................................ 44
Checking the state of a task ............................................................ 45
Starting computers in different modes ............................................. 46
Assigning jobs to an unmanaged computer ....................................... 46
Copy File options ......................................................................... 47
About wiping a disk ...................................................................... 48
Partition Disk options ................................................................... 49
About iLO power management ........................................................ 50
Chapter 5 Imaging computers ............................................................. 51
About images .............................................................................. 52
Deployment image types ............................................................... 52
About image resources .................................................................. 53
About disk image packages ............................................................ 53
Deleting an image package ............................................................. 54
Deleting an image resource or personality resource ............................ 55
Creating and deploying an image .................................................... 55
About preparing to capture a disk image .......................................... 57
Prepare for Image Capture options .................................................. 57
About deploying images to multiple computers ................................. 58
About creating an image ................................................................ 59
Create Image options .................................................................... 59
Advanced Create Image options ...................................................... 60
About deploying an image ............................................................. 61
Deploy Image options ................................................................... 62
Advanced Deploy Image options ..................................................... 63
Restoring a backup image .............................................................. 63
Deploying new computers .............................................................. 64
Adding new system configuration settings ........................................ 65
System configuration editor settings ............................................... 66
Error 10010 ................................................................................ 67
Chapter 6 Performing scripted OS installations .............................. 69
About scripted OS installations ....................................................... 69
OS Files options ........................................................................... 70
Sample scripted OS job .................................................................. 70
About Windows scripted OS installations ......................................... 71
Install Windows OS options ........................................................... 71
Contents8

Chapter 7 Migrating personality settings ......................................... 73
About PC Transplant .................................................................... 73
About personality templates .......................................................... 74
About migration settings ............................................................... 76
Capturing user settings ................................................................. 76
Capture options ........................................................................... 77
Distributing user settings .............................................................. 78
Deploy options ............................................................................ 79
Appendix A Example log files ................................................................. 81
rd2D7C26.txt ............................................................................... 81
ClientImaging_Task.txt ................................................................. 82
Index .................................................................................................................... 85
9Contents

Contents10

Introducing Deployment
Solution
This chapter includes the following topics:
■About Deployment Solution
■Components of Deployment Solution
About Deployment Solution
Deployment Solution lets you integrate standard deployment features with the
Symantec Management Platform. It lets you capture and deploy disk images,
migrate data and system configurations, and change Windows and Linux operating
system settings. Because Deployment Solution works with Symantec Management
Platform, you can now use Deployment Solution servers to share jobs and tasks,
images, and security roles. You can also take advantage of the Symantec
Management Platform features of hierarchy and replication in your Deployment
Solution environment.
Deployment Solution lets you perform the following tasks:
■Capture and restore disk images.
■Create and deploy Sysprep-enabled standard images.
■Migrate user data and application settings.
■Change network operating system settings.
■Perform scripted OS installations.
See “Using Deployment Solution”on page 13.
See “Creating and deploying an image”on page 55.
1
Chapter

Deployment Solution integrates with the Task Server component of the Symantec
Management Platform. Task Server integration lets you combine deployment
tasks with inventory, software management, and many other tasks. This process
automates the management of the computers that are in your environment.
Components of Deployment Solution
Deployment Solution includes many of the tools that you might have used in the
traditional Deployment Solution product.
See “Using Deployment Solution”on page 13.
The main Deployment Solution tools are installed in the following default
installation locations on the Windows platform:
■PC Transplant Editor
C:\Program Files\Altiris\Altiris Agent\Agents\Deployment\Task
Handler\PCT\PCTEdit.exe
■PC Transplant Wizard
C:\Program Files\Altiris\Altiris Agent\Agents\Deployment\Task
Handler\PCT\PCTWiz.exe
■Boot Disk Creator
C:\Program Files\Altiris\Altiris Agent\Agents\Deployment\Task
Handler\bootwiz.exe
■RapiDeploy ImageExplorer
C:\Program Files\Altiris\Altiris Agent\Agents\Deployment\Task
Handler\rdeploy\imgexpl.exe
■Ghost Image Explorer
C:\Program Files\Altiris\Altiris Agent\Agents\Deployment\Task
Handler\ghost\Ghostexp.exe
■Image Importer
C:\Program Files\Altiris\Altiris Agent\Agnets\Deployment\Task
Handler\Tools\ResourceImporterTool.exe
Introducing Deployment Solution
Components of Deployment Solution
12

Getting started with
Deployment Solution
This chapter includes the following topics:
■Using Deployment Solution
■About the Deployment Portal
■Using Deployment Solution for the first time
■Installing the Deployment plug-in
■About Deployment Solution policies
■Uninstalling the Deployment plug-in
■Upgrading the Deployment plug-in
■About Deployment site server components
■About PXE
■Installing Deployment site server components
Using Deployment Solution
You can use Deployment Solution to handle all of your deployment needs.
When you use Deployment Solution for the first time, you can access the First
Time Setup page to simplify the process. This page provides links to other pages
that let you perform the initial steps that you need to complete to use deployment
and migration.
See “Using Deployment Solution for the first time”on page 18.
2
Chapter

Table 2-1 Process for using Deployment Solution
DescriptionActionStep
You can see a summary of your environment
from the Deployment Solution portal page.
You can also use the slide-out panel to quickly
access the pages for discovering computers,
installing Deployment Solution, changing
common settings, running reports, and more.
See “About the Deployment Portal”on page 16.
(Optional) Complete
common processes and
view a summary of your
environment from the
Deployment Portal.
Step 1
You can enable a policy that installs the
Deployment plug-in to the computers that you
select.
See “Installing the Deployment plug-in”
on page 19.
Install the Deployment
plug-in.
Step 2
You can choose a default task to run after the
new computer starts. You can also add any
tasks that you want in the initial deployment
menu of the new computer.
You can also change many other deployment
settings.
See “Configuring deployment and migration
settings”on page 29.
Configure the
deployment settings.
Step 3
Getting started with Deployment Solution
Using Deployment Solution
14

Table 2-1 Process for using Deployment Solution (continued)
DescriptionActionStep
You can choose from several task types to
create deployment tasks. For example, you can
create a task that captures or deploys a disk
image.
See “About deployment tasks and jobs”
on page 39.
See “Creating a deployment task”on page 42.
You can combine several tasks or jobs into one
job to run sequentially. You can also specify
condition statements for your job. Your tasks
execute only if they meet the conditions that
you specify.
See “Combining tasks into a job”on page 44.
You can schedule a task to run immediately or
at a later time that you specify. You can also
choose the computers that the task runs on.
See “Scheduling a deployment task”
on page 44.
You can check the status of your deployment
tasks by running a report.
See “Checking the state of a task”on page 45.
Create, schedule, and
run deployment tasks.
Step 4
You can create disk images to deploy to
multiple computers. You can also create
backup images that copy the contents of a
single computer.
See “About images”on page 52.
Image computers.Step 5
You can create a package that contains the
source files you specify for a scripted OS
installation.
See “About scripted OS installations”
on page 69.
Perform scripted OS
installations.
Step 6
You can migrate a computer’s settings and
user preferences to another computer using
personalities.
See “About PC Transplant”on page 73.
Create and distribute
personalities.
Step 7
15Getting started with Deployment Solution
Using Deployment Solution

Table 2-1 Process for using Deployment Solution (continued)
DescriptionActionStep
Deployment Solution provides the following
reports that you can access from the Reports
> All Reports > Deployment and Migration
menu:
■Computers with Deployment Plug-in
Installed - A list of all of the managed
computers that have the Deployment
plug-in installed on them.
■Computers with Deployment Tasks
Execution Status - A list of details about
all of the Deployment tasks that executed
so far.
View Deployment
reports.
Step 8
You can use integrated Lights-Out features to
remotely turn off and turn on HP servers.
See “About iLO power management”
on page 50.
(Optional) Remotely
manage HP servers.
Step 9
You can use many of the tools that are included
in the traditional Deployment Solution
product.
See “Components of Deployment Solution”
on page 12.
(Optional) Use
additional deployment
tools.
Step 10
About the Deployment Portal
The Deployment Portal is the home page for Deployment Solution. It contains
several smaller windows that provide a summary of your deployment environment.
You can find the portal under the Home menu in the console. You can also change
the size of and collapse the details for some of the windows on the portal.
The portal also provides a way to access the most common Deployment pages and
processes through the slide-out panel. You can access the slide-out panel by
mousing over the >icon at the far left of the portal page. You can get to the same
pages that you can access from the Deployment Portal in other ways. However,
the portal provides a faster and more convenient way to access those pages from
one place.
See “Using Deployment Solution”on page 13.
Getting started with Deployment Solution
About the Deployment Portal
16

When you use Deployment Solution for the first time, you can access the First
Time Setup page. This page provides links to other pages that let you perform
the initial steps that you need to complete to use deployment and migration.
See “Using Deployment Solution for the first time”on page 18.
You can schedule a job or task from the Deployment Portal. You can either drag
the job or task to a computer or drag the computer to a job or task. You can also
assign jobs and tasks to an unmanaged computer.
See “Assigning jobs to an unmanaged computer”on page 46.
You can drag an organizational view (from the Computers pane) to a job or task.
Or, you can drag a job or task to an organizational view. You can also add a
computer to an organizational view by dragging it.
Table 2-2 Deployment Portal windows
DescriptionWindows
Displays a tree view of the managed computers that are in your
environment.
Computers
Displays a list of the managed computers that are in your
environment.
You can filter the computers that are listed by entering text in
the Search Computers box.
Computer View
Displays the current statistics for the computer that you select
in the ComputerView pane. For example, the domain, IP address,
and operating system.
You can also perform several actions by clicking the appropriate
action link, such as restarting, scheduling a task, or configuring
the computer.
Details View
Displays a tree view of the jobs and tasks that are available.
See “Creating a deployment task”on page 42.
Jobs/Tasks
Displays the details of the currently selected job or task.
You can filter the jobs and tasks that are listed by entering text
in the Search Computers box.
Job/Task View
17Getting started with Deployment Solution
About the Deployment Portal

Table 2-2 Deployment Portal windows (continued)
DescriptionWindows
Displays a list of links to the common Getting Started, Settings,
and Reports options. These links open a new details window in
the Deployment Portal to help you perform processes such as
discovering and installing. You can also configure common
settings and run common reports from the panel.
For example, you can perform the following processes from the
panel:
■Add OS licenses
■Configure Sysprep imaging
■Install an automation folder
■Create preboot configurations
■Configure a PXE server
■Perform initial deployment
■Install the Deployment plug-in
See “Configuring deployment and migration settings”on page 29.
You can access this panel by dragging your mouse over the arrow
at the left of the Development Portal.
Slide-out panel
For more information, search for topics on portal pages in the Symantec
Management Platform Help.
Using Deployment Solution for the first time
When you use Deployment Solution for the first time, you can access the First
Time Setup page. This page provides links to other pages that let you perform
the initial steps that you need to complete to use deployment and migration.
You can get to the same tasks that are listed on this page in other ways. However,
this list of links is a faster way to access all of the tasks.
See “Using Deployment Solution”on page 13.
See “About the Deployment Portal”on page 16.
To use Deployment Solution for the first time
1In the Symantec Management Console, on the Home menu, click Notification
Server Management > First Time Setup.
2Under Deployment and Migration, click any of the items in the list to get
started.
Getting started with Deployment Solution
Using Deployment Solution for the first time
18

■Add OS Licenses
See “Adding an OS license”on page 33.
■Sysprep Imaging Configuration
See “Configuring deployment and migration settings”on page 29.
■Configure Deployment Settings
See “Adding new system configuration settings”on page 65.
■Preboot Configurations
See “Creating a PXE preboot image”on page 33.
■PXE Server Configuration
See “About configuring a PXE server”on page 36.
■Initial Deployment task setup
The primary Notification Server has all of the necessary components that
are required for full functionality. This task completes all of the steps that
are necessary for a single computer to get set up and working.
See “Configuring the initial deployment settings”on page 36.
If you need the Automation Directory install, PXE, or have remote site
servers, access these policies directly.
See “About Deployment Solution policies”on page 20.
■Install Deployment Plug-in
See “Installing the Deployment plug-in”on page 19.
You can expand each link for a description of that task.
3After you complete each task, click the green circle in front of that task to
add a checkmark.
Installing the Deployment plug-in
The Deployment plug-in lets you capture and deploy disk images, migrate the
data settings and the personality settings, and change your system settings. This
environment is used to manage the computers that are outside of the operating
system.
The Deployment plug-in replaces the former Deployment Solution agents, such
as AClient, DAgent, or ADLAgent. If you need them, AClient and DAgent can
coexist with the Deployment plug-in.
You can enable the Symantec firewall on the client computer and enable the
Windows firewall on Notification Server. However, to install the Deployment
plug-in by pushing it to computers, you need to disable one of these firewalls.
19Getting started with Deployment Solution
Installing the Deployment plug-in

Default policies to install, upgrade, and uninstall the Deployment plug-in are
provided with Deployment Solution. It provides installation policies for 32-bit
clients only. You can create your own 64-bit automation packages and policies
using the preboot configuration options. You can then install the policy on your
target computer.
See “About Deployment Solution policies”on page 20.
See “About automation folders”on page 35.
See “Using Deployment Solution”on page 13.
To install the Deployment plug-in
1In the Symantec Management Console, on the Settings menu, click
Agent/Plug-ins > All Agents/Plug-ins.
2In the left pane, expand the Agents/Plug-ins > Deployment and Migration
folders.
3Choose either a Linux or Windows installation and expand the corresponding
folder.
4Click the install policy that you want to use.
5In the right pane, in the Program name box, ensure that the correct policy
is selected.
6Under Applied to, select the computers that you want to install the plug-in
on.
7Under Schedule, select when you want to install the plug-in.
8(Optional) Click Advanced to check if the computers you selected are available
at the exact time that you scheduled.
You can also select start and end dates on this page.
9Under Extra schedule options, select the options that you want.
10 Ensure that the policy is enabled.
A green On symbol shows in the top right corner.
11 Click Save changes.
About Deployment Solution policies
Deployment Solution provides several predefined policies. These policies let you
install the Deployment plug-in and other software on the managed computers in
your environment.
Getting started with Deployment Solution
About Deployment Solution policies
20