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• KACE Systems Deployment Appliance 9.0 Common Documents
• KACE Systems Deployment Appliance 9.0 Common Documents - Administrator Guide

KACE Systems Deployment Appliance 9.0 Common Documents - Administrator Guide

Table of Contents  

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

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

Using labels

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

Adding tasks

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

Add task group

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

Imaging Mac devices

Download the Media Manager for Mac OS X Create a NetBoot environment image Enable the NetBoot server Customize the image before capture Capture a Mac OS X image Customize image before deployment Create a single HFS plus partition Apply the Mac OS X ByHost preferences Collect the Mac OS X computer name Apply the Mac OS X computer name Change the Mac OS X computer name Join device to an Active Directory Domain Perform a unicast Mac OS X image deployment Environment variables for any script Performing multicast Mac OS X image deployments Create a multicast DMG image deployment View the Mac OS X multicast deployment progress View the Mac OS X multicast deployment log files

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

Glossary

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

About us

Technical support resources

Legal notices

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Enable the on-board DHCP server

Enable the on-board DHCP server

If you are testing the appliance on a private network or in a small environment that does not have a DHCP server, the appliance can act as the DHCP server by enabling this option on the appliance.

Ensure that there is the only one DHCP server on the network, and that you configure the router to forward the DHCP requests to the appliance.

1.	On the left navigation pane, click Settings > Control Panel to display the Control Panel, then click Network Settings to display the Network Settings page.

2.	Select the Enable On-Board DHCP Server check box.

The DHCP range fields appear.

3.	In DHCP Pool Start, enter the lowest IP address in the range.

4.	In DHCP Pool End, enter the highest IP address in the range.

5.	Click Save.

DHCP is enabled.

Configure the offboard DHCP server

Configure the offboard DHCP server

When you turn on a device for the first time, you can select the NIC or Network Boot option from the BIOS boot menu. Windows deployments require target devices to boot from somewhere other than the local drive. When you select the NIC or Network Boot option, the device sends an PXE request to the DHCP server to locate the iPXE server. In this case, the appliance is the PXE server. You can configure an offboard DHCP server to acknowledge the appliance to enable target devices to UEFI boot from the appliance.

The steps might vary depending on which DHCP server you are using. Use the following settings for options 066 and 067 on any DHCP server.

If you are not using the Microsoft DHCP, see the following Knowledge Base article for additional information: https://support.quest.com/kace-systems-deployment-appliance/kb/112037

1.	Open the configuration application for your DHCP server.

2.	Set the following options for each subnet or scope that you want target devices to be able to boot from the appliance:

◦	Set Option 066 to the IP address of the appliance.

This option might appear as Next-Server, Boot Server Host Name or TFTP server name.

NOTE: You might not be able to set Option 66 on some Cisco networking equipment. As an alternate configuration, you can set the sname and 244 options to the appliance IP address.

◦	Set Option 067 to the string ipxe.efi (for UEFI devices), and undionly.kpxe (for BIOS devices).

This option might also appear as Boot File Name. Copy and paste the ipxe.efi or undionly.kpxe string as the Boot File Name option.

NOTE: You can only have one PXE or TFTP server on a subnet. Disable other imaging tools on the subnets where you want to test the appliance.

The DHCP server automatically redirects PXE-compliant Windows devices to the appliance the next time the devices start up while connected to the network. The devices download the bootstrap file, and use the environment setup to boot.

Download and install the KACE Media Manager

Download and install the KACE Media Manager

About the Media Manager

You can download and install the KACE Media Manager from the appliance to a device with the Windows ADK installed. The KACE Media Manager uploads the KACE Boot Environment (KBE) using the Windows ADK.

The Media Manager requires the full installation of Microsoft .NET 4.0. Download and install .NET 4.0 from http://www.microsoft.com/en-us/download/details.aspx?id=17851.

The appliance periodically checks for updated versions of the Media Manager. When a new version becomes available, a warning alert appears on the Home Dashboard. It is recommended to use the latest version of the KACE Media Manager on managed devices. For more information about the Dashboard, see Using the Dashboard.

1.	On the left navigation pane, click Library, then click Library Overview to display the Library Overview page.

2.	Under Source Media, select Choose Action > Download Media Manager to display the Media Manager page.

3.	Click Download for Windows.

The File Download window appears.

4.	Click Run or Save to download the installation file to the device, then double-click the file to start the installation.

The Welcome window appears.

5.	Run the Media Manager from Start > All Programs > Quest > KACE Media Manager.

For more information, see About the Media Manager.

Build a KACE Boot Environment. See Create a Windows boot environment.

About the Media Manager

About the Media Manager

The KACE Media Manager is an utility that allows you to build the KACE Boot Environment (KBE), and to upload OS-related files to the appliance.

The Media Manager includes the following pages. You can select each page by clicking the appropriate button in the left pane.

•	Create KBE page

•	Upload Source Media page

•	Upload USMT page

•	General Settings page

Create KBE page

This page contains several tabs, each containing a group of settings that you can use to create a KBE.

Tab	Option	Description
General	Name	The name of the KBE. This value is automatically generated, but you can change it, if required.
	Architecture	Windows only. The OS architecture of the KBE. Select the 32-bit or 64-bit architecture, as needed.
	Language	The language of the KBE.
	Upload KBE	Click to upload the KBE to the appliance.
	Upload Custom ISO	Click to upload the Custom ISO to the appliance.
	Upload Custom WIM	Click to upload the Custom WIM to the appliance.
Server Configuration	Use DHCP to find SDA	Allows the Media Manager to use its DHCP server to locate the appliance.
	Use the SDA static IP Address	If the network where the appliance is located prevents it from being located through DHCP, use this option to specify the static IP address of the appliance. Boot environments created using this option will not work in an RSA (Remote Site Appliance).
	Use the RSA static IP Address	Select this option to specify the static IP address of the RSA to create boot environments for an RSA.
Device Configuration	Find Device IP Address by DHCP	Allows you to locate the target device (that is booting into the KBE) through DHCP. This is the default setting, however, it only works when the target device uses DHCP.
	Assign a static IP Address	The static IP address of the target device. Both the appliance and the target device must use either a static IP address or DHCP. You cannot assign a static IP address to a device and configure the appliance to use DHCP. If you select this option, you can only boot one device at a time.
	Set a range of static IP Address	Use this option to specify a range of static IP devices. It allows you to boot multiple devices at the same time. If you select this option, when the boot environment starts up, they can choose which address to assign to each device.
Advanced Options	NOTE: .NET/Powershell, Secure Startup, and Platform ID are installed automatically in all new KBEs.
	Scratch Space in Mb	Choose the size of the scratch space on the target device. 64 MB is the default value. If you need more space, for example, if you add more drivers or apps, increase this value, to 128, 256, or 512 MB, as needed.
	Add ADSI Drivers	Adds Active Directory Service Interfaces (ADSI) drivers. You can select this option, for example, if you want to query Active Directory while the target device boots.
	Add ODBC Drivers	Adds ODBC (Open Database Connectivity) drivers. Select this option if you want the target device to establish a database connection.
	DCCTK/Command Configure	Indicates if Dell Client Configuration Toolkit, also known as Command Configure, is installed. This tool allows you to manipulate Dell BIOSes If it is installed, it is added to the KBE and can be used to issue commands to configure the device BIOS, such as changing the BIOS password, or change the boot order.
	UEFI ISO	Allows the KBE to create Unified Extensible Firmware Interface compliant device. This option is only supported on 64-bit systems.
	Sync KBE time with server	Synchronizes the KBE system time with the time set on the appliance.
	Set KBE Time Zone	Sets the KBE time zone. If this option is cleared (default setting), the KBE time zone is set to PST (Pacific Standard Time). If you select it, the KBE uses the time zone of the system running the Media Manager, but you can choose a different time zone, as required.
	Add files to KBE	Allows you to add custom files to the KBE. For example, you can add portable applications to the KBE, such as anti-virus scanner.
	Launch UltraVNC	Select this option if you want to launch UltraVNC on target devices. This open source tool enables the target device to access another computer remotely over a network connection.
	KACE Deployment Menu	Select this option if you want to display the KACE Deployment Menu when the target device boots, or clear it, if you do not the menu to appear.
	Run Driver Feed Advisor	Specifies the path to the driver feed for the target device model.
	Add Enhanced Storage	Allows you to add Enhanced Storage to target devices. This feature allows Windows to discover additional storage functionality and to manage the storage devices on target systems. For more information about Enhanced Storage, see your Windows documentation.
	ISO size restriction override	If your organization does not have ISO file size restrictions in place, you can use this option to create larger ISO images.
	Enable SMB v.1	Use this option if you want the target device to use this older version of the SMB protocol.
	Change KBE Background	Apply a custom image to the KBE background screen to replace the default Quest background.
Driver Options	Inject drivers from the SDA	Adds the latest downloaded drivers to the KBE. This is the default setting for new KBEs.
	Inject drivers from a local directory	Adds drivers from the local machine to the KBE. Click Browse to specify the directory.
Font Support		Select the fonts that you want to install, as required.
DOS Commands		Type the commands that you want to run after starting the KBE.
	Remember DOS Command	Select if you want these commands to run each time the KBE starts.

Upload Source Media page

This page allows you to specify and upload source media files to the appliance.

Option	Description
Source Media Name	The name of the source media that you want to upload to the appliance.
Source Media Type	Allows you to either automatically detect the OS of the selected source media (available for most operating systems), or select one from the list, as needed.
Source Media Path	The path to the ISO file.
Upload Source Media	Click to upload the source media to the appliance.

Upload USMT page

This page allows you to specify and upload USMT (User State Migration tool) files to the appliance.

Option	Description
WAIK or WADK Path	The path displayed reflects your setting of the WAIK or WADK Path on the General Settings page.
Upload USMT	Click to upload the USMT (User State Migration Tool) to the appliance.

General Settings page

This page allows you to specify general settings that the Media Manager needs to access the appliance. This is the initial page you see when you run the Media Manager for the first time.

Section	Option	Description
SDA Settings	SDA Hostname	The IP address of the system where the appliance is running.
	SDA IP Address	The IP address segments of the system where the appliance is running.
	Samba Share Password	The password of the Samba share on the appliance. The Samba share is used for storing and backing up files. This password must match the password that you entered in the SDA Samba Share Password field on the General Settings page.
	Remember Password	Select if you want to remember the Samba share password.
	Test SDA Connection	Click to test the connection to the appliance, and to verify the Samba share password. If a connection fails, "Connection failed" appears in read. Similarly, "Connection successful" in green is displayed when the connection is successful.
Other Settings	WAIK or WADK Path	Windows only. The path to the Windows Assessment and Deployment Kit (WADK) or Windows Automated Installation Kit (WAIK) files that you want to upload.
	Theme	The theme of the Media Manager: Dark or Light.
	DISM Log Level	Specifies the maximum output level shown in the DISM (Deployment Image Servicing and Management) logs. The default log level is 3. The following logging levels are available: • 1 - Errors only • 2 - Errors and warnings • 3 - Errors, warnings, and informational • 4 - All of the information listed previously, plus debug output

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