Table Of Content

KACE® Systems Deployment Appliance 5.0 Administrator Guide Table of Contents About the KACE Systems Deployment Appliance................................................................................10 Getting started.......................................................................................................................................11 Tasks for getting started using the KACE SDA............................................................................11 About the KACE SDA components...............................................................................................12 Log in to the Administrator Console..............................................................................................13 Access product documentation.....................................................................................................15 Configure the language settings....................................................................................................16 Using the Dashboard.............................................................................................................................17 Customize the Dashboard.............................................................................................................17 Configuring the KACE SDA..................................................................................................................18 Configure the initial network settings............................................................................................18 Modify the initial network settings.................................................................................................19 Changing the default passwords...................................................................................................20 Use the Command Line Console to reset the Administrator's password...............................21 Change the Samba share password.....................................................................................22 Set the VNC® password........................................................................................................23 Enable Boot Manager authentication.....................................................................................23 Configuring the appliance date and time settings.........................................................................23 Configure the date and time..................................................................................................23 Enabling link aggregation..............................................................................................................24 Create an aggregate link.......................................................................................................24 Configuring the data sharing preferences.....................................................................................25 Share basic appliance data usage........................................................................................25 Share detailed usage data.....................................................................................................26 Linking Quest KACE appliances...................................................................................................26 Enable appliance linking........................................................................................................27 Add Names and Keys to appliances.....................................................................................27 Disable linked appliances......................................................................................................28 Setting up user accounts and user authentication................................................................................29 Add or edit local administrator accounts.......................................................................................29 Configure an LDAP server for user authentication.......................................................................30 Test the LDAP server....................................................................................................................32 Delete user accounts.....................................................................................................................32 Configuring security settings.................................................................................................................33 Enable SNMP monitoring..............................................................................................................33 Enable SSL using an existing certificate.......................................................................................33 KACE Systems Deployment Appliance 5.0 Administrator Guide 2 Generate private key for new SSL certificate...............................................................................34 Disable SSL...................................................................................................................................34 Enable database access...............................................................................................................34 Enable SSH Root Login (KACE Support).....................................................................................35 Preparing for deployment......................................................................................................................36 Set up the deployment environment.............................................................................................36 Enable the on-board DHCP server...............................................................................................36 Configure the offboard DHCP server............................................................................................37 Download and install the KACE SDA Media Manager.................................................................37 Download and install Windows ADK.............................................................................................38 Upload OS installation or source files...........................................................................................38 View source media details.............................................................................................................39 Choosing the type of deployment..................................................................................................39 Supported images types................................................................................................................39 Managing device inventory....................................................................................................................41 Configure and run a network scan................................................................................................41 Add network inventory to the appliance........................................................................................41 Scan active and non-active devices on the network.....................................................................42 Add devices manually....................................................................................................................42 Upload specific target device models............................................................................................42 Join devices to a domain..............................................................................................................43 Issue a Wake-on-LAN request......................................................................................................43 Deploy to devices in the KACE SMA inventory............................................................................44 View device details from a network scan......................................................................................44 Apply a KUID to the KACE SMA Agent........................................................................................45 Collect the computer name...........................................................................................................45 Apply the computer name.............................................................................................................46 Delete devices from Device Inventory...........................................................................................46 Delete devices from Network Inventory........................................................................................46 Unregister devices.........................................................................................................................46 About the device action icons.......................................................................................................47 Run an action on devices..............................................................................................................48 Access remote devices using a VNC session..............................................................................48 Using labels...........................................................................................................................................49 Create and apply labels.................................................................................................................49 Remove components from a label................................................................................................49 Delete a label from the appliance.................................................................................................50 View the components assigned to a label....................................................................................50 KACE Systems Deployment Appliance 5.0 Administrator Guide 3 Creating a Windows Boot Environment................................................................................................51 Create a Windows boot environment............................................................................................51 Create a boot environment from existing source media...............................................................52 Update drivers................................................................................................................................52 Set new KBE as default................................................................................................................52 Best practices: Create a KACE Boot Environment (KBE).............................................................53 Managing drivers...................................................................................................................................54 Add drivers to system images.......................................................................................................54 Adding drivers to scripted installation deployments......................................................................55 Enable Driver Feed to automate driver updates...................................................................55 Install driver packages to the appliance................................................................................55 Disable Driver Feed...............................................................................................................56 Create folders to add device-specific drivers........................................................................56 Generate KACE SDA package to import large driver files....................................................56 Import driver packages to the appliance...............................................................................57 Understanding KACE Boot Environment drivers...................................................................57 Add network and storage drivers manually...........................................................................57 Re-cache the network and storage driver directory...............................................................58 Add drivers as a post-installation task...................................................................................58 View list of missing drivers....................................................................................................59 Managing network drivers.............................................................................................................59 Download network and storage drivers.................................................................................60 Import driver packages..........................................................................................................60 Display device compatibility...................................................................................................61 View driver compatibility details.............................................................................................61 Export drivers.........................................................................................................................62 Re-cache drivers....................................................................................................................62 Managing operating system drivers..............................................................................................62 Enable Driver Feed for scripted installations.........................................................................62 Enable Driver Feed for system images.................................................................................63 Disable Driver Feed...............................................................................................................63 Download operating system driver packages........................................................................63 Add drivers to OS as a post-installation task........................................................................64 Capturing images...................................................................................................................................65 Preparing for capture.....................................................................................................................65 Capture system images.................................................................................................................65 Create a single partition................................................................................................................66 Format C drive as NTFS...............................................................................................................67 KACE Systems Deployment Appliance 5.0 Administrator Guide 4 Create a UEFI partition..................................................................................................................67 Apply a UEFI partition...................................................................................................................68 Capture native WIM images..........................................................................................................68 Edit a system image......................................................................................................................68 Best practices for creating Windows system images....................................................................69 Capturing user states............................................................................................................................73 Upload USMT software from the appliance..................................................................................73 Upload USMT software from Media Manager...............................................................................73 Create USMT Scan Template.......................................................................................................74 Scan user states............................................................................................................................74 Scan user states offline.................................................................................................................76 Deploy user states to target devices automatically.......................................................................76 Deploy user states to target devices manually.............................................................................77 Creating scripted installations...............................................................................................................78 Create a scripted installation.........................................................................................................78 Create an answer file....................................................................................................................79 Registration Data settings.............................................................................................................79 Administrator Account settings......................................................................................................80 General settings.............................................................................................................................80 Network settings............................................................................................................................81 Windows Components setting.......................................................................................................81 Modify a scripted installation to change the source media...........................................................82 Modify scripted installation configuration file.................................................................................82 Install Vista MBR...........................................................................................................................82 Install XP 2003 MBR.....................................................................................................................83 Creating a task sequence.....................................................................................................................84 Adding pre-installation tasks..........................................................................................................84 Add Application......................................................................................................................84 Add BAT Script......................................................................................................................85 Add Windows Script...............................................................................................................85 Add Shell Script.....................................................................................................................86 Add DiskPart Script................................................................................................................86 Common DiskPart command-line options.............................................................................86 Adding post-installation tasks........................................................................................................87 Add Application......................................................................................................................88 Adding Managed Installation tasks........................................................................................88 Link appliances...............................................................................................................88 View and import Managed Installations.........................................................................89 KACE Systems Deployment Appliance 5.0 Administrator Guide 5 Edit Managed Installation task.......................................................................................90 Add BAT Script......................................................................................................................92 Add Naming Rule...................................................................................................................92 Add KACE SMA Agent Installer............................................................................................92 Add Custom HAL Replacement.............................................................................................93 Add Windows Script...............................................................................................................94 Add PowerShell Script...........................................................................................................94 Add Service Pack..................................................................................................................94 About uploading files.....................................................................................................................95 About runtime environments..........................................................................................................95 Set task error handling option.......................................................................................................96 Assign tasks to system image deployment...................................................................................96 Assign tasks to scripted installation deployment...........................................................................97 Edit deployment tasks...................................................................................................................97 Automating deployments.......................................................................................................................99 Create a boot action......................................................................................................................99 Run deployment on next network boot.......................................................................................100 Modify a boot action....................................................................................................................100 Set default boot action.................................................................................................................100 Schedule a deployment...............................................................................................................101 Delete a boot action....................................................................................................................101 Create a multicast WIM image deployment................................................................................101 Edit the default multicast settings................................................................................................102 View automated deployments in progress..................................................................................103 View completed automated deployments....................................................................................103 Edit failed tasks...........................................................................................................................103 View the automated deployment image details...........................................................................104 Performing manual deployments.........................................................................................................105 Install a boot environment to a USB device................................................................................105 Copy an image to a USB flash device........................................................................................105 Create a USB device driver directory..........................................................................................106 Add drivers to USB images.........................................................................................................106 Download the boot environment as bootable ISO......................................................................107 Network boot a target device......................................................................................................107 Deploy the image manually.........................................................................................................107 View the manual deployments in progress.................................................................................108 View the completed manual deployments...................................................................................108 Imaging Mac devices...........................................................................................................................109 KACE Systems Deployment Appliance 5.0 Administrator Guide 6 Download the Media Manager for Mac OS X.............................................................................109 Create a NetBoot environment image.........................................................................................109 Enable the NetBoot server..........................................................................................................110 Customize the image before capture..........................................................................................111 Capture a Mac OS X image........................................................................................................111 Customize image before deployment..........................................................................................112 Create a single HFS plus partition..............................................................................................112 Apply the Mac OS X ByHost preferences...................................................................................112 Collect the Mac OS X computer name.......................................................................................113 Apply the Mac OS X computer name.........................................................................................113 Change the Mac OS X computer name......................................................................................113 Join device to an Active Directory Domain.................................................................................114 Perform a unicast Mac OS X image deployment........................................................................114 Environment variables for any script...........................................................................................114 Performing multicast Mac OS X image deployments..................................................................114 Create a multicast DMG image deployment...............................................................................115 View the Mac OS X multicast deployment progress...................................................................115 View the Mac OS X multicast deployment log files....................................................................116 About the Remote Site Appliance.......................................................................................................117 Remote Site Appliance setup requirements................................................................................117 Install the RSA on a VMware or Hyper-V host...........................................................................118 Configure the RSA network settings...........................................................................................118 Link the KACE SDA to an RSA..................................................................................................119 Add and sync the RSA to the appliance.....................................................................................119 Importing and exporting appliance components.................................................................................122 Schedule the export of components............................................................................................122 Use Off-Board Package Transfer................................................................................................122 Upload packages for import........................................................................................................123 Import appliance components.....................................................................................................124 Package components to export...................................................................................................124 Managing disk space...........................................................................................................................126 Verify available disk space..........................................................................................................126 Delete images not associated with devices................................................................................126 Delete images associated with devices......................................................................................126 Delete unassigned scripted installations.....................................................................................127 Delete unassigned boot environments........................................................................................127 Delete source media....................................................................................................................127 Delete unassigned pre-installation tasks.....................................................................................127 KACE Systems Deployment Appliance 5.0 Administrator Guide 7 Delete unassigned post-installation tasks...................................................................................128 Enabling offboard storage...........................................................................................................128 Add a virtual disk for offboard storage........................................................................................128 Revert offboard data to onboard storage....................................................................................129 Configure an off-board storage device........................................................................................130 Best practices for using external storage....................................................................................130 Troubleshooting appliance issues.......................................................................................................132 Test device connections on the network.....................................................................................132 Enable a tether to Quest KACE Technical Support....................................................................132 Open a support ticket..................................................................................................................133 Troubleshooting the Boot Manager.............................................................................................133 Test whether a target device can network boot..................................................................133 Change the Boot Manager interface...................................................................................133 Set the Boot Manager timeout.............................................................................................134 Select the local hard disk boot method...............................................................................134 Change the network delay time...........................................................................................134 Recovering devices......................................................................................................................135 Recover corrupted devices..................................................................................................135 Downloading the KACE SDA log files.................................................................................135 Download all appliance log files...................................................................................135 View the appliance log files.........................................................................................135 Appliance log types and descriptions..........................................................................136 Shutting down and rebooting the appliance................................................................................138 Power off the appliance.......................................................................................................139 Reboot the appliance...........................................................................................................139 Best practices for backing up KACE SDA data..........................................................................139 Updating appliance software...............................................................................................................142 View the appliance version..........................................................................................................142 Check for and apply automatic updates......................................................................................142 Update the appliance manually...................................................................................................142 Glossary...............................................................................................................................................144 A...................................................................................................................................................144 B...................................................................................................................................................144 C...................................................................................................................................................144 D...................................................................................................................................................144 H...................................................................................................................................................145 I....................................................................................................................................................145 G...................................................................................................................................................145 KACE Systems Deployment Appliance 5.0 Administrator Guide 8 K...................................................................................................................................................145 L...................................................................................................................................................146 M..................................................................................................................................................146 N...................................................................................................................................................146 O...................................................................................................................................................146 P...................................................................................................................................................146 R...................................................................................................................................................147 S...................................................................................................................................................147 T...................................................................................................................................................147 U...................................................................................................................................................147 V...................................................................................................................................................147 W..................................................................................................................................................147 About us...............................................................................................................................................149 We are more than just a name...................................................................................................149 Our brand, our vision. Together..................................................................................................149 Contacting Quest.........................................................................................................................149 Technical support resources.......................................................................................................149 Legal notices........................................................................................................................................150 Index....................................................................................................................................................151 KACE Systems Deployment Appliance 5.0 Administrator Guide 9 About the KACE Systems Deployment Appliance The Quest KACE Systems Deployment Appliance (SDA) provides a network-centric solution for capturing and deploying images. The KACE SDA provides a seamless cross-platform imaging solution from a single Administrator Console enabling you to provision Microsoft® Windows® and Apple® Mac® platforms. You can deploy the configuration files, user states, and applications as an image to a single device or to multiple devices simultaneously. The KACE SDA provides the tools necessary to automate deployments in both homogeneous and heterogeneous hardware environments, and provides reliability of large-scale image deployments with multicast and task engine capabilities. The built-in driver feed automatically downloads Quest driver models, and the Package Management feature enables uploading third-party driver packages. You can also integrate the KACE SDA with the KACE Systems Management Appliance (SMA) to image the KACE SMA inventory. The KACE SDA is available as a virtual and physical appliance. To view information on this KACE SDA, such as its serial number, associated Agent versions, and third-party licenses and open source copyrights, click the version number at the bottom left of the appliance Dashboard page. KACE Systems Deployment Appliance 5.0 Administrator Guide 10 About the KACE Systems Deployment Appliance

Description:

the Media Manager. Deploy the OS. Deploy the OS using a scripted installation or a system image deployment. About the KACE SDA components. The KACE SDA components that support image deployments include a physical and virtual appliance, a utility to build boot environments, a Support Portal,

KACE® Systems Deployment Appliance 5.0 Administrator Guide PDF

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by Quest Software Inc.

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Language:	English
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