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KACE Systems Deployment Appliance 9.0 Common Documents - Administrator Guide

About the KACE Systems Deployment Appliance Getting started Using the Dashboard Configuring the appliance Setting up user accounts and user authentication Configuring security settings Preparing for deployment Managing device inventory Using labels Creating a Windows or Linux Boot Environment Managing drivers Capturing images Capturing user states Creating scripted installations Creating a task sequence Automating deployments Performing manual deployments Managing custom deployments Managing offline deployments Imaging Mac devices About the Remote Site Appliance Importing and exporting appliance components Managing disk space Troubleshooting appliance issues Updating appliance software Glossary About us Legal notices

Create USMT Scan Template

Create USMT Scan Template

You can create a scan template to specify which data to migrate, for example include user-specific files and settings and exclude user profiles and data. You can use the template for online and offline user state migrations from the appliance.

1.
Open the KACE Systems Deployment Appliance Administrator Console or the KACE Remote Site Appliance.
2.
KACE Remote Site Appliance only. Ensure the following steps are completed:
◦
The USMT Toolkit is uploaded to the linked KACE Systems Deployment Appliance.
◦
The RSA is synchronized with its KACE Systems Deployment Appliance, causing the USMT Toolkit to be pushed out to the RSA.
3.
On the left navigation pane, click Library to expand the section, then click USMT Scan Templates to display the USMT Scan Template page.
4.
Select Choose Action > Add Scan Template to display the USMT Scan Template Detail page.
5.
In Name, type a unique name to identify the template.
6.
Set the User selection options:
◦
Select the Scan all available user states check box to scan all of the user states on a device.
◦
Select the Specify users to excluded check box to exclude the user states set from the scan. You can Include the user states for exclusion in a comma-separated list in the config.xml file created using the /genconfig option in the ScanState Tool.
7.
Set the Command-line options that the appliances uses to run the scan. Most cases use the default command-line options.
8.
Set the Content configuration options to control which data to capture and migrate using the customized configuration config.xml file. Use this feature to exclude Windows and Document components only. Generate the configuration file on a workstation with the same files and folders, applications, and component setup as the device from which you are scanning the user states.
◦
Select the Exclude Files check box to choose file types to exclude. You can also list the file extensions in a comma-separated list.
◦
Select the Specify config file check box to select the Windows components to include or exclude.
9.
Click Save.

The template appears in the list on the USMT Scan Templates page.

Scan user states

Scan user states

You can specify which data and settings to migrate or to exclude from the device from which you are scanning new user states. You can capture user states with the KACE Systems Deployment Appliance, or any linked RSA appliances.

When you synchronize a linked RSA with the KACE Systems Deployment Appliance, any user states on the appliance also appear on the User States list page in the KACE Remote Appliance Administrator Console. When you review individual user state contents, the ability to edit applicable fields and log contents are only available for those user states that are captured locally, but not for any of the user states captured on a linked appliance. Any user states captured on an RSA can be exported.

To scan user states, SMB (Server Message Block) version 2.0 or later must be enabled on the client system.

Create or modify a USMT Scan Template to specify which data and settings to migrate or to exclude. When scanning devices running Windows 7 and higher, configure the following settings:

•
Turn off simple file sharing or the firewall.
•
Enable the default administrator account.
•
Turn off Windows Defender.
•
Enable file and print sharing.
•
Set User Account Control (UAC) to never notify.
1.
Open the KACE Systems Deployment Appliance Administrator Console or the KACE Remote Site Appliance.
2.
KACE Remote Site Appliance only. Ensure the following steps are completed:
◦
The USMT Toolkit is uploaded to the linked KACE Systems Deployment Appliance.
◦
The RSA is synchronized with its KACE Systems Deployment Appliance, causing the USMT Toolkit to be pushed out to the RSA.
3.
On the left navigation pane, click Library to expand the section, then click User States to display the User States page.
4.
Select Choose Action > New to display the Scan New User State page.
5.
Select the USMT version and template.
6.
Complete the Client Device Detail information:

Option

Description

HostName/IP

The fully qualified host name or IP address for the device that you are scanning. Use a comma, semi-colon, or a new line as a delimiter to enter a range of devices.

Domain

The domain name if the device that you are scanning is connected to a domain.

User Name

Administrator privileges on the device that you are scanning.

Password

Administrator privileges on the device that you are scanning.

7.
Click Next.
When the process completes successfully, a list of profiles appears.
8.
Select the profiles that you want to migrate on to the appliance, and click Next.
The Results Log appears.
9.
Click Finish.
If the scan fails, go to Settings > Appliance Logs and check the USMT error log. Stop any processes that should not be running, for example Windows Defender.
◦
The capture process adds a user entry to the image to the User States page in the KACE Systems Deployment Appliance Administrator Console, and also in the Remote Site Console, if the user state is captured using an RSA.
◦
The KACE Systems Deployment Appliance assigns an ID to each captured user state.
* 
TIP: Each user state captured with the KACE Systems Deployment Appliance or its linked RSAs has a unique ID. This allows the appliance to keep track of all the different user states captured with the linked KACE Systems Deployment Appliance or RSA, and to synchronize any user states, as you edit them. To find out an ID of a user state, hover over the user state on the User States page. The ID appears in the bottom-left corner.

The selected user states are uploaded to the appliance and appear in the list on the User State page. You can deploy the user states to target devices by assigning the Deploy User States post-installation task to a scripted installation or system image deployment.

Scan user states offline

Scan user states offline

Scanning user states offline enables you to capture the user profiles from devices that are assigned to a deployment. The appliance captures the profiles if the Scan User States Offline pre-installation task is assigned to the scripted Installation or system image, then deploys the selected user states with the Deploy User States post-installation task. When scanning user states, you can also choose to load additional user states that are available on the appliance.

1.
Complete one of the following steps:
◦
On the left navigation pane, choose Deployments > System Images to display the System Images page. Then click a system image name to display the System Image Detail page.
◦
On the left navigation pane, choose Deployments > Scripted Installations to display the Scripted Installation page. Then click a scripted installation name to display the Scripted Installation Detail page.
◦
On the left navigation pane, choose Deployments > Custom Deployments to display the Custom Deployments page. Then click a custom deployment name to display the Custom Deployments Detail page.
2.
Select the name of the scripted installation or the system image deployment to which you want to migrate the user states.
The Scripted Installation Detail or the System Image Detail page appears.
3.
Under Installation Plan, move the Scan User States Offline Pre-installation Task from the Available Pre-installation Tasks column to the Run Pre-installation Tasks column. Ensure that you place the Scan User State Offline first in the list and that you add the Deploy User States post-installation task.
If a user profile on a target device matches a user profile on the existing user state records, the process overwrites the existing record.
4.
Click Save.
The appliance rebuilds the scripted installation or the system image.

Deploy user states to target devices automatically

Deploy user states to target devices automatically

The appliance captures user states if the Scan User States Offline pre-installation task is assigned to a scripted installation or system image deployment, then loads the captured user states using the Deploy User States post-installation task.

1.
Complete one of the following steps:
◦
On the left navigation pane, choose Deployments > System Images to display the System Images page. Then click a system image name to display the System Image Detail page.
◦
On the left navigation pane, choose Deployments > Scripted Installations to display the Scripted Installation page. Then click a scripted installation name to display the Scripted Installation Detail page.
◦
On the left navigation pane, choose Deployments > Custom Deployments to display the Custom Deployments page. Then click a custom deployment name to display the Custom Deployments Detail page.
2.
Select the name of the scripted installation or the system image deployment to which you want to deploy the user states.
The Scripted Installation or the System Image Detail page displays.
3.
Under Installation Plan, move the Deploy User States Post-installation Task from the Available Post-installation Tasks column to the Run Post-installation Tasks column.
4.
Click Save.
The appliance rebuilds the scripted installation or the system image deployment.
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