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KACE Systems Deployment Appliance 9.1 Common Documents - Administrator Guide

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About the KACE Systems Deployment Appliance Getting started

Tasks for getting started using the appliance About the appliance components Log in to the Administrator Console Filter lists and search for information Access product documentation Configure the language settings Change a default theme for the appliance

Using the Dashboard

Customize the Dashboard

Configuring the appliance

Configure the initial network settings Modify the initial network settings Changing the default passwords

Use the Command Line Console to reset the Administrator's password Change the Samba share password Set the VNC® password Enable Boot Manager authentication

Add custom background image to iPXE console Configuring the appliance date and time settings

Configure the date and time

Manage files on the appliance Configure email notifications Configure User Interface notifications Enabling link aggregation

Create an aggregate link

Configuring the data sharing preferences

Share basic appliance data usage Share detailed usage data

Participate in KACE Beta program Linking Quest KACE appliances

Enable appliance linking Generate KACE Linking Hash Add Names and Keys to appliances Disable linked appliances

Migrating appliances

Migrate appliance data

Setting up user accounts and user authentication

Add or edit local administrator accounts Configure an LDAP server for user authentication Test the LDAP server Delete user accounts Reviewing user sessions

Install and configure the location database View a list of user sessions

Configuring security settings

Enable SNMP monitoring Enable SSL using an existing certificate Generate private key for new SSL certificate Disable SSL Enable database access Enable SSH Root Login (KACE Support) Prevent brute-force login attacks Enable Two-Factor Authentication

Preparing for deployment

Set up the deployment environment Enable the on-board DHCP server Configure the offboard DHCP server Download and install the KACE Media Manager

About the Media Manager

Download and install Windows ADK Upload files using the KACE Media Manager Upload files from shared directory View source media details Fingerprint source media OS View or update source media metadata Choosing the type of deployment Supported images types

Managing device inventory

Configure and run a network scan Add network inventory to the appliance Scan active and non-active devices on the network Add devices manually Join devices to a domain Issue a Wake-on-LAN request Deploy to devices in the KACE Systems Management Appliance inventory View device details from a network scan Apply a KUID to the KACE Agent Delete devices from Device Inventory Delete devices from Network Inventory Unregister devices About the device action icons Run device actions Access remote devices using a VNC session

Create and apply labels Remove components from a label Delete a label from the appliance View the components assigned to a label

Creating a Windows or Linux Boot Environment

Create a Windows boot environment Create a Linux boot Environment Update Windows drivers Set new KBE as default for the appliance Hide boot environments from the PXE boot menu Best practices: Create a KACE Boot Environment (KBE) for Windows

Managing drivers

Add drivers to system images Adding drivers to scripted installation deployments

Enable Driver Feed to automate driver updates Install driver packages to the appliance Disable Driver Feed Create folders to add device-specific drivers Generate appliance package to import large driver files Import driver packages to the appliance Understanding KACE Boot Environment drivers Add network and storage drivers manually Re-cache the network and storage driver directory Add drivers as a post-installation task View list of missing drivers

Managing network drivers

Download network and storage drivers Import driver packages Display device compatibility View driver compatibility details Export drivers Re-cache drivers

Managing operating system drivers

Enable Driver Feed for scripted installations Enable Driver Feed for system images Disable Driver Feed Download operating system driver packages Add drivers to OS as a post-installation task

Capturing images

Preparing for capture Capture system images Create a single partition Format C drive as NTFS Create a UEFI partition Apply a UEFI partition Capture System-provided WIM images Edit a system image Import WIM images Managing answer files for Sysprepped images

Create answer files for Sysprepped images View and edit answer file configurations

Best practices for creating Windows system images

Capturing user states

Upload USMT software from the appliance Upload USMT software from Media Manager Create USMT Scan Template Scan user states Scan user states offline Deploy user states to target devices automatically Deploy user states to target devices manually

Creating scripted installations

Create a scripted installation Edit a scripted installation Create a configuration file Registration Data settings Administrator Account settings General settings Network settings Windows Components setting Modify a scripted installation to change the source media Specify deployment options Modify scripted installation setup configuration file Install Vista MBR Install XP 2003 MBR

Creating a task sequence

Add Application Add BAT Script Add Custom HAL Replacement Add DiskPart Script

Common DiskPart command-line options

Adding Managed Installation tasks

Link appliances View and import Managed Installations Edit Managed Installation task

Add Naming Rule Add PowerShell Script Add Provisioning Package Add Service Pack Add Shell Script Add KACE Agent Installer Add Windows Script

Working with task groups

About uploading files About runtime environments Set task error handling option Assign tasks to system deployment Assign tasks to scripted installation deployment Assign tasks to custom deployment Edit deployment tasks

Automating deployments

Create a boot action Run deployment on next network boot Modify a boot action Set default boot action Configure new WIM images to stream directly from or to the server Specify deployment options Schedule a deployment Delete a boot action Create a multicast WIM image deployment Edit the default multicast settings View automated deployments in progress View completed automated deployments Edit failed tasks View the automated deployment image details

Performing manual deployments

Download the boot environment as bootable ISO Network boot a target device Deploy the image manually View the manual deployments in progress View the completed manual deployments

Managing custom deployments

Create or modify a custom deployment

Managing offline deployments

Create an offline deployment

About the Remote Site Appliance

Remote Site Appliance setup requirements Install the RSA on a host device Configure the RSA network settings Link the KACE Systems Deployment Appliance to an RSA Set default KBE for the RSA Review RSA settings Next steps

Importing and exporting appliance components

Schedule the export of components Use Off-Board Package Transfer Upload packages for import Import appliance components Package components to export Package file names

Managing disk space

Verify available disk space Delete images not associated with devices Delete images associated with devices Delete unassigned scripted installations Delete unassigned boot environments Delete source media Delete unassigned pre-installation tasks Delete unassigned post-installation tasks Enabling offboard storage Add a virtual disk for offboard storage Revert offboard data to onboard storage Configure an off-board storage device Best practices for using external storage

Troubleshooting appliance issues

Test device connections on the network Enable a tether to Quest KACE Technical Support Open a support ticket Troubleshooting the Boot Manager

Test whether a target device can network boot Set the Boot Manager timeout Select the local hard disk boot method

Recovering devices

Recover corrupted devices Downloading the appliance log files

Download all appliance log files View the appliance log files Appliance log types and descriptions

Shutting down and rebooting the appliance

Power off the appliance Reboot the appliance

Best practices for backing up appliance data

Updating appliance software

View the appliance version Check for and apply automatic updates Update the appliance manually

A B C D H I G K L M O P R S T U V W

Technical support resources

Edit failed tasks

Edit failed tasks

If a task fails, you can edit the task from the device where it failed.

Use a VNC or Remote Desktop connection to connect to the target device.

NOTE: The Client Task Error screen displays only on target devices with the Windows operating system.

1.

Select one of the following options:

◦

Open a Command Prompt to run commands on the device.

◦

Open Notepad to modify any file.

◦

Open Edit Tasks.xml file with Notepad to change the Tasks.xml file.

◦

Edit the Registry to change the OS configuration information.

◦

Retry failed task to run the task again.

◦

Resume task execution to continue the deployment with the failed task.

◦

Reboot machine to restart the deployment.

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Shut down machine to power off the device.

NOTE: You can view failed tasks on the appliance Audit Log page.

View the automated deployment image details

View the automated deployment image details

You can view the details of the image assigned to an automated boot action deployment.

1.

On the left navigation pane, click Progress, then click Automated Deployments to display the Automated Deployment Progress page.

2.

In the Deployment menu option, select the image for the boot action to view the System Image Detail or Scripted Installation Detail page.

Performing manual deployments

Download the boot environment as bootable ISO

Network boot a target device

Deploy the image manually

View the manual deployments in progress

View the completed manual deployments

You can deploy images manually using a USB flash device. Manual deployments are useful when the target device is not connected to the network, when deploying directly from the source media, and when deploying UEFI images.

You can download an image from the appliance to a USB device after you load the KACE Boot Environment or the NetBoot environment on to the USB device.

After the boot environment and image are on the USB device, create the appliance driver share directory structure on the USB device and add the required drivers. When the USB device configuration is complete with the boot environment, the image and the drivers, you can boot the target devices in to the boot environment.

When you boot Windows devices in to the KACE Boot Environment, the KBE Main Menu displays immediately and provides menu options to capture and deploy images.

When you boot Mac OS X devices in to the NetBoot environment, the appliance Imaging Utility displays immediately and provides menu options to capture and deploy images.

Download the boot environment as bootable ISO

Download the boot environment as bootable ISO

You can download a bootable ISO to a USB flash drive for the KACE Boot Environment (KBE) or for the NetBoot environment.

If you are downloading a KACE Boot Environment, verify that the KBE that you are downloading has all of the required drivers. If you add or remove any drivers before downloading the KBE, you must rebuild the KBE.

1.

On the left navigation pane, click Deployments, then click Boot Environments to display the Boot Environments page.

2.

Select the boot environment that you want to install to the USB flash device to display the Boot Environment Detail page.

3.

Select the Create bootable USB Flash drive image for this Boot Environment check box and save the file.

This process creates a bootable USB image and displays the Status as Completed.

4.

On the Boot Environment Detail page, select Download bootable USB flash drive image for this Boot Environment.

5.

Optional. Indicate how you want to boot this environment.

◦

If you want the user to choose a PXE boot using the memdisk utility, select Use Memdisk to boot this Boot Environment for BIOS clients. Use this option for legacy BIOS boot environments to enable PXE boots.

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If you clear this option, the boot environment will use wimboot.

6.

Click Download bootable ISO for this Boot Environment to start the download.

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