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DeploymentSolution_8_5_UserGuide

The Symantec Deployment Solution 8.5 User Guide provides comprehensive instructions on installing, configuring, and using the software, which is powered by Altiris technology. It includes details on technical support, licensing, and customer service, along with specific guidance on setting up client computers and imaging processes. The document also outlines the legal notices and disclaimers regarding the use of the software and its documentation.

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0% found this document useful (0 votes)
12 views263 pages

DeploymentSolution_8_5_UserGuide

The Symantec Deployment Solution 8.5 User Guide provides comprehensive instructions on installing, configuring, and using the software, which is powered by Altiris technology. It includes details on technical support, licensing, and customer service, along with specific guidance on setting up client computers and imaging processes. The document also outlines the legal notices and disclaimers regarding the use of the software and its documentation.

Uploaded by

a.yurkus
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 263

Symantec™ Deployment

Solution 8.5 powered by


Altiris™ technology User
Guide
Symantec™ Deployment Solution 8.5 powered by
Altiris™ technology User Guide
Legal Notice
Copyright © 2018 Symantec Corporation. All rights reserved.

Symantec, the Symantec Logo, the Checkmark Logo are trademarks or registered trademarks of Symantec
Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their
respective owners.

This Symantec product may contain third party software for which Symantec is required to provide attribution
to the third party (“Third Party Programs”). Some of the Third Party Programs are available under open
source or free software licenses. The License Agreement accompanying the Software does not alter any
rights or obligations you may have under those open source or free software licenses. Please see the
Third Party Legal Notice Appendix to this Documentation or TPIP ReadMe File accompanying this Symantec
product for more information on the Third Party Programs.

The product described in this document is distributed under licenses restricting its use, copying, distribution,
and decompilation/reverse engineering. No part of this document may be reproduced in any form by any
means without prior written authorization of Symantec Corporation and its licensors, if any.

THE DOCUMENTATION IS PROVIDED "AS IS" AND ALL EXPRESS OR IMPLIED CONDITIONS,
REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE
DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY
INVALID. SYMANTEC CORPORATION SHALL NOT BE LIABLE FOR INCIDENTAL OR CONSEQUENTIAL
DAMAGES IN CONNECTION WITH THE FURNISHING, PERFORMANCE, OR USE OF THIS
DOCUMENTATION. THE INFORMATION CONTAINED IN THIS DOCUMENTATION IS SUBJECT TO
CHANGE WITHOUT NOTICE.

The Licensed Software and Documentation are deemed to be commercial computer software as defined
in FAR 12.212 and subject to restricted rights as defined in FAR Section 52.227-19 "Commercial Computer
Software - Restricted Rights" and DFARS 227.7202, et seq. "Commercial Computer Software and
Commercial Computer Software Documentation," as applicable, and any successor regulations, whether
delivered by Symantec as on premises or hosted services. Any use, modification, reproduction release,
performance, display or disclosure of the Licensed Software and Documentation by the U.S. Government
shall be solely in accordance with the terms of this Agreement.
Symantec Corporation
350 Ellis Street
Mountain View, CA 94043

http://www.symantec.com
Technical Support
Symantec Technical Support maintains support centers globally. Technical Support’s primary
role is to respond to specific queries about product features and functionality. The Technical
Support group also creates content for our online Knowledge Base. The Technical Support
group works collaboratively with the other functional areas within Symantec to answer your
questions in a timely fashion. For example, the Technical Support group works with Product
Engineering and Symantec Security Response to provide alerting services and virus definition
updates.
Symantec’s support offerings include the following:
■ A range of support options that give you the flexibility to select the right amount of service
for any size organization
■ Telephone and/or Web-based support that provides rapid response and up-to-the-minute
information
■ Upgrade assurance that delivers software upgrades
■ Global support purchased on a regional business hours or 24 hours a day, 7 days a week
basis
■ Premium service offerings that include Account Management Services
For information about Symantec’s support offerings, you can visit our website at the following
URL:
support.symantec.com
All support services will be delivered in accordance with your support agreement and the
then-current enterprise technical support policy.

Contacting Technical Support


Customers with a current support agreement may access Technical Support information at
the following URL:
www.symantec.com/business/support/
Before contacting Technical Support, make sure you have satisfied the system requirements
that are listed in your product documentation. Also, you should be at the computer on which
the problem occurred, in case it is necessary to replicate the problem.
When you contact Technical Support, please have the following information available:
■ Product release level
■ Hardware information
■ Available memory, disk space, and NIC information
■ Operating system
■ Version and patch level
■ Network topology
■ Router, gateway, and IP address information
■ Problem description:
■ Error messages and log files
■ Troubleshooting that was performed before contacting Symantec
■ Recent software configuration changes and network changes

Licensing and registration


If your Symantec product requires registration or a license key, access our technical support
Web page at the following URL:
www.symantec.com/business/support/

Customer service
Customer service information is available at the following URL:
www.symantec.com/business/support/
Customer Service is available to assist with non-technical questions, such as the following
types of issues:
■ Questions regarding product licensing or serialization
■ Product registration updates, such as address or name changes
■ General product information (features, language availability, local dealers)
■ Latest information about product updates and upgrades
■ Information about upgrade assurance and support contracts
■ Information about the Symantec Buying Programs
■ Advice about Symantec's technical support options
■ Nontechnical presales questions
■ Issues that are related to CD-ROMs, DVDs, or manuals
Support agreement resources
If you want to contact Symantec regarding an existing support agreement, please contact the
support agreement administration team for your region as follows:

Asia-Pacific and Japan customercare_apac@symantec.com

Europe, Middle-East, and Africa semea@symantec.com

North America and Latin America supportsolutions@symantec.com


Symantec™ Deployment Solution 8.1 powered by
Altiris™ technology User Guide
Legal Notice
Copyright © 2018 Symantec Corporation. All rights reserved.

Symantec, the Symantec Logo, the Checkmark Logo and Altiris and Altiris or Symantec trademark used
in the product are trademarks or registered trademarks of Symantec Corporation or its affiliates in the
U.S. and other countries. Other names may be trademarks of their respective owners.

This Symantec product may contain third party software for which Symantec is required to provide attribution
to the third party (“Third Party Programs”). Some of the Third Party Programs are available under open
source or free software licenses. The License Agreement accompanying the Software does not alter any
rights or obligations you may have under those open source or free software licenses. Please see the
Third Party Legal Notice Appendix to this Documentation or TPIP ReadMe File accompanying this Symantec
product for more information on the Third Party Programs.

The product described in this document is distributed under licenses restricting its use, copying, distribution,
and decompilation/reverse engineering. No part of this document may be reproduced in any form by any
means without prior written authorization of Symantec Corporation and its licensors, if any.

THE DOCUMENTATION IS PROVIDED "AS IS" AND ALL EXPRESS OR IMPLIED CONDITIONS,
REPRESENTATIONS AND WARRANTIES, INCLUDING ANY IMPLIED WARRANTY OF
MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE OR NON-INFRINGEMENT, ARE
DISCLAIMED, EXCEPT TO THE EXTENT THAT SUCH DISCLAIMERS ARE HELD TO BE LEGALLY
INVALID. SYMANTEC CORPORATION SHALL NOT BE LIABLE FOR INCIDENTAL OR CONSEQUENTIAL
DAMAGES IN CONNECTION WITH THE FURNISHING, PERFORMANCE, OR USE OF THIS
DOCUMENTATION. THE INFORMATION CONTAINED IN THIS DOCUMENTATION IS SUBJECT TO
CHANGE WITHOUT NOTICE.

The Licensed Software and Documentation are deemed to be commercial computer software as defined
in FAR 12.212 and subject to restricted rights as defined in FAR Section 52.227-19 "Commercial Computer
Software - Restricted Rights" and DFARS 227.7202, et seq. "Commercial Computer Software and
Commercial Computer Software Documentation," as applicable, and any successor regulations, whether
delivered by Symantec as on premises or hosted services. Any use, modification, reproduction release,
performance, display or disclosure of the Licensed Software and Documentation by the U.S. Government
shall be solely in accordance with the terms of this Agreement.
Symantec Corporation
350 Ellis Street
Mountain View, CA 94043

http://www.symantec.com
Technical Support
Symantec Technical Support maintains support centers globally. Technical Support’s primary
role is to respond to specific queries about product features and functionality. The Technical
Support group also creates content for our online Knowledge Base. The Technical Support
group works collaboratively with the other functional areas within Symantec to answer your
questions in a timely fashion. For example, the Technical Support group works with Product
Engineering and Symantec Security Response to provide alerting services and virus definition
updates.
Symantec’s support offerings include the following:
■ A range of support options that give you the flexibility to select the right amount of service
for any size organization
■ Telephone and/or Web-based support that provides rapid response and up-to-the-minute
information
■ Upgrade assurance that delivers software upgrades
■ Global support purchased on a regional business hours or 24 hours a day, 7 days a week
basis
■ Premium service offerings that include Account Management Services
For information about Symantec’s support offerings, you can visit our website at the following
URL:
support.symantec.com
All support services will be delivered in accordance with your support agreement and the
then-current enterprise technical support policy.

Contacting Technical Support


Customers with a current support agreement may access Technical Support information at
the following URL:
www.symantec.com/business/support/
Before contacting Technical Support, make sure you have satisfied the system requirements
that are listed in your product documentation. Also, you should be at the computer on which
the problem occurred, in case it is necessary to replicate the problem.
When you contact Technical Support, please have the following information available:
■ Product release level
■ Hardware information
■ Available memory, disk space, and NIC information
■ Operating system
■ Version and patch level
■ Network topology
■ Router, gateway, and IP address information
■ Problem description:
■ Error messages and log files
■ Troubleshooting that was performed before contacting Symantec
■ Recent software configuration changes and network changes

Licensing and registration


If your Symantec product requires registration or a license key, access our technical support
Web page at the following URL:
www.symantec.com/business/support/

Customer service
Customer service information is available at the following URL:
www.symantec.com/business/support/
Customer Service is available to assist with non-technical questions, such as the following
types of issues:
■ Questions regarding product licensing or serialization
■ Product registration updates, such as address or name changes
■ General product information (features, language availability, local dealers)
■ Latest information about product updates and upgrades
■ Information about upgrade assurance and support contracts
■ Information about the Symantec Buying Programs
■ Advice about Symantec's technical support options
■ Nontechnical presales questions
■ Issues that are related to CD-ROMs, DVDs, or manuals
Support agreement resources
If you want to contact Symantec regarding an existing support agreement, please contact the
support agreement administration team for your region as follows:

Asia-Pacific and Japan customercare_apac@symantec.com

Europe, Middle-East, and Africa semea@symantec.com

North America and Latin America supportsolutions@symantec.com


Contents

Technical Support ............................................................................................... 4


Technical Support ............................................................................................... 9
Chapter 1 Introducing Deployment Solution ................................... 17
About Deployment Solution ............................................................ 17
Components of Deployment Solution ................................................ 18
About SSL communication in Deployment Solution .............................. 22
About types of boot environments in Deployment Solution .................... 24
Where to get more information ........................................................ 26

Chapter 2 Installing and uninstalling components ........................ 29

Preinstallation requirements for Deployment Solution ........................... 29


Preparing site servers for Deployment Solution .................................. 30
Installing and uninstalling Deployment Solution components ................. 32
Installing Network Boot Service on site server .................................... 35
Installing and uninstalling Deployment Plug-in on client
computers ............................................................................. 36
Installing and uninstalling Automation Folder on client computers ........... 39
Upgrading Deployment Solution components ..................................... 44

Chapter 3 Setting up client computers ............................................. 47


About types of client computers in Deployment Solution ....................... 47
About predefined computers in Deployment Solution ........................... 48
About supporting Mac computers ..................................................... 50
Prerequisites for Mac computer setup .............................................. 51
Setting up unknown client computers ................................................ 52
Preparing unknown computers to boot with WinPE image .............. 54
Preparing unknown computers to boot with LinuxPE ..................... 56
Booting an unknown Mac computer in NetBoot environment ........... 58
Performing tasks in preboot environment for Windows
computers ...................................................................... 60
Setting up predefined computers ..................................................... 62
Referencing a sample CSV file ................................................. 63
Contents 13

Preparing predefined computers to boot with WinPE image ........... 64


Preparing predefined computer to boot with LinuxPE ..................... 67
Booting a predefined Mac computer in NetBoot environment ........... 69
Redeploying managed computers .................................................... 71
Booting managed Windows computer with WinPE image ............... 74
Booting managed Linux computer with LinuxPE ........................... 76
Booting a managed Mac computer in NetBoot environment ............ 77
Booting managed computers in Windows automation environment
.................................................................................... 80

Chapter 4 Setting up preboot environment ...................................... 83


About PXE configuration using Network Boot Service .......................... 83
About Network Boot Service ........................................................... 84
About NBS General Settings .......................................................... 85
About filtering computers through NBS Global Settings ....................... 86
Configuring the preboot environment ................................................ 87
Configuring and filtering computers to boot with PXE .................... 88
Configuring Network Boot Service for unknown computers ............ 89
Configuring Network Boot Service for predefined computers ........... 92
Configuring Network Boot Service for managed computers ............. 94
Creating preboot configuration for Windows ................................. 96
Creating preboot configuration for Linux ................................... 100
Creating preboot configuration for Mac ..................................... 102
Editing and deleting preboot configurations ................................ 104

Chapter 5 Imaging computers ........................................................... 105


Creating and Deploying a Windows disk image ................................. 105
Configuring the Sysprep imaging ............................................. 110
Creating a Windows image ..................................................... 111
Deploying a Windows image ................................................... 114
Creating and deploying Linux disk images ....................................... 120
Creating a Linux image .......................................................... 122
Deploying a Linux image ........................................................ 125
Creating and deploying Mac images ............................................... 127
Creating a Mac image ........................................................... 129
Deploying a Mac image ......................................................... 131
About image resources ................................................................ 135
About disk image packages .......................................................... 135
Preparing to capture an image ....................................................... 136
Restoring a backup image ............................................................ 139
Importing images using Resource Import tool ................................... 140
Contents 14

How to image a Windows 10 (1607) Anniversary update computer?


......................................................................................... 141

Chapter 6 Installing an operating system ...................................... 143

About supported OS installed using Deployment Solution ................... 143


Installing Windows OS on client computers ...................................... 144
Installing a Windows OS using Deployment Solution ................... 148
Erasing a Disk ..................................................................... 152
Creating disk partitions .......................................................... 154
Adding OS licenses .............................................................. 156
Adding or importing OS files ................................................... 157
Adding drivers to the Preboot database ..................................... 158
Adding drivers to the DeployAnywhere database ........................ 160
Installing Linux/ESX OS on client computers .................................... 162
Installing Linux/ESX OS using Deployment Solution .................... 165
Installing Mac OS using Deployment Solution ................................... 166
Launching Symantec's Mac pre-OS Creation Utility ..................... 169
Booting Mac computers with NetBoot image .............................. 174
Installing Mac OS on an unknown computer ............................... 179
Installing Mac OS on a predefined Mac computer ........................ 181
Installing Mac OS on a managed computer ................................ 185
Sample scripted OS job ............................................................... 187

Chapter 7 Managing tasks and jobs ................................................. 189


About deployment tasks and jobs ................................................... 189
Deployment Solution task support matrix ......................................... 192
Creating a deployment task .......................................................... 195
Combining tasks into a job ............................................................ 195
Scheduling a deployment job or task ............................................... 196
Verifying the task status ............................................................... 197
Creating a Boot To task ................................................................ 197
Changing system configuration of computers in Deployment
Solution .............................................................................. 200
Copying files and folders .............................................................. 202
Adding drivers to the Preboot driver database ................................... 204
Configuring the initial deployment settings ....................................... 205
Adding or importing predefined computers ....................................... 208
Creating system configuration settings ............................................ 211
Creating or modifying tokens in Deployment Solution ......................... 214
About predefined tokens in Deployment Solution ........................ 215
Adding tokens for deployment tasks ......................................... 219
Configuring multicast options to deploy image .................................. 221
Contents 15

Chapter 8 Capturing and distributing computer


personalities ................................................................. 222
Capturing and distributing personality ............................................. 222
About capturing and distributing personalities ................................... 224
About personality templates .......................................................... 225
About migration settings ............................................................... 226
Capturing a computer's personality ................................................. 227
Distributing a computer's personality ............................................... 228

Chapter 9 Removing unwanted packages/resources ................... 230


About removing unwanted packages and resources .......................... 230
Deleting an image package .......................................................... 231
Deleting an image resource .......................................................... 231
Deleting a scripted install package ................................................. 232
Deleting a copy file contents package ............................................. 232

Appendix A Command-line switches ................................................... 234


About command-line switches ....................................................... 234
About command-line switches for DeployAnywhere.exe ...................... 239

Appendix B Location of tools and packages ..................................... 242

About location of Deployment Solution tools .................................... 242


About location of Deployment Solution packages .............................. 243

Appendix C Troubleshooting ................................................................. 245


Troubleshooting Tip: General installation and configuration ................. 245
Troubleshooting Tip: Imaging and Install OS task .............................. 246
Troubleshooting Tip: PXE and automation environment ...................... 250
Troubleshooting Tip: Driver database management ........................... 251
Troubleshooting Tip: Client Communication and Package Download
Issues ................................................................................ 252
Troubleshooting Tip: Upgrade issues .............................................. 253

Appendix D Answer files ........................................................................ 255

About Windows and Linux answer files ............................................ 255


About Mac configuration file .......................................................... 257

Glossary ............................................................................................................. 259


Contents 16

Index ................................................................................................................... 261


Chapter 1
Introducing Deployment
Solution
This chapter includes the following topics:

■ About Deployment Solution

■ Components of Deployment Solution

■ About SSL communication in Deployment Solution

■ About types of boot environments in Deployment Solution

■ Where to get more information

About Deployment Solution


Note: Current documentation applies to the most recent version of the product.

Deployment Solution lets you integrate standard deployment features with Symantec
Management Platform. The solution helps reduce the cost of deploying and managing servers,
desktops, and notebooks from a centralized location in your environment. The solution offers
OS deployment, configuration, PC personality migration, and software deployment across
hardware platforms and OS types.
The following are the key features of Deployment Solution:
■ Lets you migrate to the latest Windows version; migrates user data, personality settings,
OS and application settings to the new operating system.
■ Lets you configure each system based on standardized criteria, such as job function, user
type, or location.
Introducing Deployment Solution 18
Components of Deployment Solution

■ Lets you change the system and the network settings.


■ Supports the deployment of heterogeneous client and server operating systems such as
Windows, Linux, and Mac on client and server computers.
■ Lets you easily create the jobs and tasks that automate deployment and migration functions
such as imaging, scripted OS installations, configurations, and software deployments.
■ Supports industry-standard hardware-management capabilities such as Intel vPro, Pre-boot
eXecution Environment (PXE), and Wake on LAN technologies.
■ Lets you use role-based and scope-based security to secure management features from
unauthorized personnel.
■ Supports the WinPE, LinuxPE, and Mac preboot environments.
■ Integrates with many Symantec products built on Symantec Management Platform. For
example, Altiris solutions and security, backup and recovery, virtualization, data loss
prevention, vulnerability assessment, and other products.
The following are the key benefits of Deployment Solution:
■ Reduces the costs that are associated with deploying, migrating, and provisioning desktops,
laptops, and servers throughout the organization.
■ Saves time and reduces human error over traditional PC deployments.
■ Reduces end-user downtime by automating the deployment process.
■ Increases IT efficiency through automated, repeatable deployment tasks.
■ Provides tools for zero-touch migrations to reduce the costs that are associated with moving
to a new operating system.

Components of Deployment Solution


When you install Deployment Solution on Symantec Management Platform, the Deployment
Solution components get integrated with Symantec Management Platform. The Deployment
Solution leverages the platform capabilities to execute and schedule tasks, jobs, and policies,
and set up site servers, use filters, and generate reports. The components of Deployment
Solution help you manage the client computers in your environment.
Introducing Deployment Solution 19
Components of Deployment Solution

Table 1-1 Deployment Solution components

Component Description

Deployment Plug-in The Deployment Plug-in is installed on the client computers on which
you want to execute deployment tasks. This plug-in lets you create
and deploy disk images, perform remote operating system (OS)
installation, change system settings, and migrate the personality
settings.

You can enable the Symantec firewall on the client computer and
enable the Windows firewall on the Notification Server. However,
to install the Deployment Plug-in by pushing it to computers, you
need to disable one of these firewalls.

See “Installing and uninstalling Deployment Plug-in on client


computers” on page 36.

Deployment site server component The Deployment Site Server Component was packaged with
previous versions of Deployment Solution and was installed on the
site servers. From the Deployment Solution 7.5 release onwards,
installation of this component is deprecated, whereas, you can use
the Upgrade policy to upgrade the older versions of this component.
Introducing Deployment Solution 20
Components of Deployment Solution

Table 1-1 Deployment Solution components (continued)

Component Description

Automation folder The automation folder is installed on a client computer and stores
the preboot environment of a specific operating system. The preboot
environment that is setup by the automation folder is also known as
the automation environment.

The automation folder can be installed on the client computers of


Windows, Linux, and Mac operating systems. The automation folder
uses the WinPE files of Windows OS and LinuxPE files of Linux OS
to create the automation environment for the specific OS. For Mac,
the folder uses the DSAutomation partition to boot the Mac client
computers into the automation environment. The main advantage
of the automation folder is that client computers can boot to the
automation environment independent of the connection that is
established with the Network Boot Service (NBS) setup on a site
server.

See “About PXE configuration using Network Boot Service”


on page 83.
Note: Ensure that the Deployment plug-in of the specific operating
system is installed on the client computer on which the automation
folder is created.

See “Installing and uninstalling Automation Folder on client


computers” on page 39.

To boot the client computers to an automation environment, DNS


must be configured on the network. All computers in the network
must also be able to perform a Name Server Lookup. The
installation, uninstallation, and upgrade of the automation folder is
triggered and rolled out as a policy for all the operating systems.
You can configure the policy through the Settings > Agent/Plug-ins
> Deployment menu of the console.
Introducing Deployment Solution 21
Components of Deployment Solution

Table 1-1 Deployment Solution components (continued)

Component Description

Network Boot Service server The Network Boot Service (NBS) is installed on a site server and
comprises of the following two services:

■ PXE service and Boot Service Discovery Protocol (BSDP) service


SymantecNetworkBootService(PXE and BSDP)
■ TFTP service
SymantecNetworkBootServiceTftp

The PXE service of NBS boots the client computers in the preboot
environment using the PXE image whereas the BSDP is required
to create the Netboot image for the Mac computers. The PXE image
is used for the Windows and Linux client computers. The BSDP
must be enabled in the NBS configuration settings dialog box.

The NBS also provides configuration of the TFTP service, logging


levels for PXE image deployment, and configuration of the network
settings.

See “About Network Boot Service” on page 84.

Imaging tools The Ghost disk imaging tool runs on the Windows (x86, x64), Linux
(x86, x64) operating systems. The Ghost tool can also be used for
creating backup disk images and images of disk partitions.

These tools support NTFS, FAT (16,32), EXT2/3/4, RAW, XFS (only
for RHEL 7) file system, and HTTP and multicast imaging options.
Ghost supports Windows only hardware-independent disk imaging
which can be deployed to diverse client computers by using drivers
from a centrally managed driver database. Backup images are not
hardware-independent and are intended to be deployed on the same
client computer.

For Mac operating system disk imaging, the symDeploMac imaging


tool is used. Symantec recommends that you use the combo update
to make the images hardware-independent. Backup imaging is not
supported for Mac.

Boot Disk Creator Boot Disk Creator (BDC) creates a boot disk using the Windows or
Linux preboot operating systems. BDC can also create a bootable
CD or USB.

Resource Import Tool The Resource Import tool is used for importing the existing Windows
and Linux images. The tool is also used for adding Windows-scripted
OS installation files.

See “Importing images using Resource Import tool” on page 140.


Introducing Deployment Solution 22
About SSL communication in Deployment Solution

Table 1-1 Deployment Solution components (continued)

Component Description

Driver Manager Driver Manager provides the interface to perform driver operations
such as adding and deleting data from the DeployAnywhere driver
database and the Preboot driver database.

DeployAnywhere DeployAnywhere lets you deploy the Windows operating system


image to dissimilar hardware. DeployAnywhere also lets you perform
a Windows-scripted installation on bare metal computer.

See “Deploying a Windows image” on page 114.

Deployment Task Server Component The Deployment Task Server Component of Deployment Solution
is deployed on a site server on which the Task Service executes.
The Task Server Component is installed on the site server, which
is assigned to perform tasks specific to Deployment Solution. This
component can be installed on the Windows x86 or Windows x64
site servers only.

The Deployment Task Server Component installation or uninstallation


is triggered as a policy of Deployment Solution. By default, this policy
is turned on. This policy can be set through the Settings >
Agent/Plug-ins > Deployment > Windows folder of the console.

Deployment Package Server Component The Deployment Package Server Component of Deployment
Solution is deployed on a site server on which the Package Service
executes. This component is installed on the site server, which is
assigned to Deployment Solution to store the product-specific
packages or files. This component can be installed on the Windows
x86 or Windows x64 site servers only on which Microsoft .NET
Framework 4.5 is installed.

The Deployment Package Server Component installation or


uninstallation is triggered as a policy of Deployment Solution. By
default, this policy is turned on. This policy can be set through the
Settings > Agent/Plug-ins > Deployment folder of the console.

See “Preparing site servers for Deployment Solution ” on page 30.

About SSL communication in Deployment Solution


Deployment Solution facilitates communication between the client computers and Notification
Server (NS), Task Server (TS), and Package Server (PS) using the SSL mode of
communication. This secured mode of communication is achieved by installing the SSL
Introducing Deployment Solution 23
About SSL communication in Deployment Solution

certificate that is downloaded from the NS, TS, or PS on the client computer after the computer
boots in the preboot environment and production environment. In Deployment Solution, the
Extract SSL Certificate policy downloads and installs the SSL certificate from the IIS locations
of NS, PS and TS to their respective predefined web location. The agent that is specific for
the operating system and is installed on the client computers in the preboot environment then
downloads and installs the SSL certificate from the NS, PS, and TS web locations to the
predefined location of the client computer.
Following are the agents that are present in the preboot environment of the specific operating
system:

Windows operating system PECTAgent

Linux operating system ULM

Mac operating system ULM

To configure NS, PS and TS for IIS and HTTPS refer to the Symantec™ IT Management Suite
powered by Altiris™ technology Installation and Upgrade Guide.
For Windows client computer, the PECTAgent that is installed in the preboot environment
locates the SSL certificate on the client computer and then uses the certificate to communicate
with the NS, PS, and TS sequentially. The PECTAgent of the computer then tries to connect
to the NS using the HTTPS protocol. If the SSL certificate expires, you must manually renew
and install the certificate on the NS and then rollout the Extract SSL certificate policy.
For Mac client computers, install the utility aex-getsscert and then execute the following
command to download the SSL certificate from NS, PS, and TS to the client computer:
/usr/bin/aex-getsscert <IP/HOSTNAME>

For Linux client computers, to facilitate communication with the PS, execute the following
command to download the SSL certificate from the PS to the client computer:
aex-getsscert <IP> yes

Note: For Linux and Mac, if the package server is configured on the SSL, then you must
manually install the package server's SSL certificate on the client computers in the preboot
environment and production environment to facilitate communication between the package
server and the client computers.

The location of the SSL certificate that is downloaded from the IIS of the NS, PS, and the TS
is stored on the servers and the client computer location as follows :

HTTPS location of NS https://<server name/ or IP address >


/Altiris/NS/NSCap/Bin/Deployment/Certificates
Introducing Deployment Solution 24
About types of boot environments in Deployment Solution

HTTPS location of TS https://<server name/ or IP address >


/Altiris/ClientTaskServer/Deployment/Certificates

HTTPS location of PS https://<server name/ or IP address >


/Altiris/Deployment_Cert/Certificates

The local path of NS <SMA_install_directory>\Altiris\Notification


Server\NSCap\bin\Deployment\Certificates

The local path of TS <SMA_install_directory>\Altiris Agent\Client Task


Server\ServerWeb\Deployment\Certificates

The local path of PS <SMA_install_directory>\Altiris Agent\Package Server


Agent\Deployment_Cert\Certificates

The path of the Windows client X:/Program Files/Symantec/Deployment/SSLStore


computer

The path of the Mac client computer opt/altiris/notification/nsagent/etc/

The path of the Linux client computer /opt/altiris/notification/nsagent/etc

You can access the Extract SSL policy from the console in one of the following ways:
■ Settings > All Settings > Agents/Plug-ins
In the left pane, expand the Settings folder. Under the Settings folder, expand the
Agents/Plug-ins folder. From the Agents/Plug-ins folder, expand the Deployment folder.
From the Deployment folder, select the Windows(x64) or Windows(x86) folder.
■ Settings > Agents/Plug-ins > All Agents and Plug-ins
In the left pane, expand the Agents/Plug-ins folder. From the Agents/Plug-ins folder, expand
the Deployment folder. From the Deployment folder, select the Windows(x64) or
Windows(x86) folder.

About types of boot environments in Deployment


Solution
In Deployment Solution, the environment in which the client computer can boot into is known
as the boot environment. Deployment Solution lets you boot the computers in the pre-OS
installation stage or in the post-OS installation stage. The pre-OS installation stage of a client
computer is the Preboot environment and the post-OS installation stage is the Production
environment.
The different types of boot environments that the client computers boot into are as follows:
■ Preboot environment
Introducing Deployment Solution 25
About types of boot environments in Deployment Solution

Deployment Solution lets you boot client computers in the preboot environment using a
preboot configuration. The preboot configuration consists of the preboot operating system,
Deployment Plug-in, and the agent that is specific for the operating system.

Windows PECTAgent

Linux ULM agent

Mac ULM agent

You can boot the client computers in the preboot environment in one of the following ways:
■ PXE
A PXE configuration is distributed to the client computer over the network.
■ Automation folder
An automation folder configuration is installed on the client computers.
See “Installing and uninstalling Automation Folder on client computers” on page 39.

■ Production environment
The production environment is the environment into which a client computer boots after
an operating system is installed on the computer.

Table 1-2 Types of boot environments in Deployment Solution

Environment Description

Preboot environment using the PXE configuration Deployment Solution lets you boot client computers in
preboot environment using a PXE configuration. The PXE
configuration is distributed to the client computer over the
network using the Network Boot Service (NBS).

In Deployment Solution, the PXE service,


SymantecNetworkBootServicePxeand BSDP, is a
part of the NBS.

Following are the OS-specific PXE configurations:

■ WinPE for Windows


■ LinuxPE for Linux
■ NetBoot for Mac
Introducing Deployment Solution 26
Where to get more information

Table 1-2 Types of boot environments in Deployment Solution (continued)

Environment Description

Preboot environment using the automation folder Deployment Solution facilitates you to create a preboot
environment that is installed locally on the client computer.
The automation folder configuration that you create is
stored on the Notification Server computer and is installed
on the client computer when the Deployment automation
folder - install policy of the specific OS is enabled.

The client computers having a static IP address can boot


to the preboot state by using the automation folder only,
and not through the PXE environment.

Production The production environment is the environment into which


a client computer boots after an operating system is
installed on the computer. To resume live operations after
completing the deployment tasks or maintenance tasks,
you must boot the client computers into the production
environment.

Where to get more information


Use the following documentation resources to learn about and use this product.

Table 1-3 Documentation resources

Document Description Location

■ Release Notes ■ Information about new IT Management Suite (ITMS) 8.5 Documentation
■ User Guides features and
important issues.
■ Information about how
to use this product,
including detailed
technical information
and instructions for
performing common
tasks.
Introducing Deployment Solution 27
Where to get more information

Table 1-3 Documentation resources (continued)

Document Description Location

Help Information about how to The Documentation Library, which is available in the
use this product, Symantec Management Console on the Help menu.
including detailed
Context-sensitive help is available for most screens in the
technical information and
Symantec Management Console.
instructions for
performing common You can open context-sensitive help in the following ways:
tasks. ■ Click the page and then press the F1 key.
Help is available at the ■ Use the Context command, which is available in the
solution level and at the Symantec Management Console on the Help menu.
suite level.

This information is
available in HTML help
format.

In addition to the product documentation, you can use the following resources to learn about
Symantec products.

Table 1-4 Symantec product information resources

Resource Description Location

SymWISE Support Articles, incidents, and Knowledge Base


Knowledgebase issues about Symantec
products.

Cloud Unified Help System All available IT Unified Help System


Management Suite and
solution guides are
accessible from this
Symantec Unified Help
System that is launched
on cloud.
Introducing Deployment Solution 28
Where to get more information

Table 1-4 Symantec product information resources (continued)

Resource Description Location

Symantec Connect An online resource that The links to various groups on Connect are as follows:
contains forums, articles,
■ Deployment and Imaging
blogs, downloads,
■ Discovery and Inventory
events, videos, groups,
and ideas for users of ■ ITMS Administrator
Symantec products. ■ Mac Management
■ Monitor Solution and Server Health
■ Patch Management
■ Reporting
■ ServiceDesk and Workflow
■ Software Management
■ Server Management
■ Workspace Virtualization and Streaming
Chapter 2
Installing and uninstalling
components
This chapter includes the following topics:

■ Preinstallation requirements for Deployment Solution

■ Preparing site servers for Deployment Solution

■ Installing and uninstalling Deployment Solution components

■ Installing Network Boot Service on site server

■ Installing and uninstalling Deployment Plug-in on client computers

■ Installing and uninstalling Automation Folder on client computers

■ Upgrading Deployment Solution components

Preinstallation requirements for Deployment Solution


You must ensure that the preinstallation requirements are met before you install Deployment
Solution.
The preinstallation requirements for Deployment Solution are as follows:
■ Symantec Installation Manager (SIM) is installed.
■ Symantec Management Platform is installed.
■ Symantec Management Agent for Windows, Linux, and Mac is pre-installed on the client
computers if you want to execute any tasks.
■ Symantec Administrator Software Development Kit (SASDK) is installed if you plan to use
the Web Services API.
Installing and uninstalling components 30
Preparing site servers for Deployment Solution

■ Ensure that the client computers have Pre-boot eXecution Environment (PXE) enabled in
BIOS or UEFI.
■ NBS site service is configured and turned on for the Initial Deployment job that is scheduled
for the unknown computers that are added into the network.
■ Silverlight 5 is installed.
■ The storage and the network drivers in your environment are collected.
■ The remote site server is configured on the supported operating system if you plan to
manage client computers in different subnet.
■ DNS is properly configured
Clients computers inside different subnets should be able to communicate with the Symantec
Management Platform and the remote site server using FQDN.
See “Components of Deployment Solution” on page 18.

Preparing site servers for Deployment Solution


Deployment Solution comprises of the site server components that when installed on the site
servers facilitate execution of deployment tasks on the client computers. The components are,
Deployment Task Server Component and Deployment Package Server Component.
When you set up the site servers as Package Server and Task Server in the network,
Notification Server is notified and the details of the Package Server and the Task Server are
updated in the inventory. The updated inventory then updates the results for the predefined
filters of the Deployment Task Server Component and the Deployment Package Server
Component. These predefined filters define the target site server computers on which the
Deployment Task Server Component and Deployment Package Server Component can be
installed. By default, the policy to install the component is enabled. You can install the
components on the site servers only when the policies are enabled.
To check if the Deployment Solution site server components are successfully installed, navigate
to the following path and verify if the PSComponent folder or the TSComponet folder are
created at the following path
<Install dir>/Program Files/Altiris/Altiris Agent/Agents/Deployment/

The Deployment Solution site server component installation policies and the menus to access
them from console are as follows:
Installing and uninstalling components 31
Preparing site servers for Deployment Solution

Table 2-1
Component name Path to access from Console

Deployment Task Server Components (x64)-Install or You can access the Task Server Component in one of the
Deployment Task Server Components (x86)-Install following ways:
■ Settings > All Settings > Agents/Plug-ins
In the left pane, expand the Settings > Agents/Plug-ins
> Deployment folder. From the Deployment folder,
select the Windows(x64) or Windows(x86) folder.
■ Settings > Agents/Plug-ins > All Agents and
Plug-ins
In the left pane, expand the Agents/Plug-ins folder
>Deployment folder. From the Deployment folder, select
the Windows(x64) or Windows(x86) folder.

Deployment Package Server Component-Install You can access the Package Server Component in one
of the following ways:

■ Settings > All Settings > Agents/Plug-ins


In the left pane, expand the Settings > Agents/Plug-ins
> Deployment folder. From the Deployment folder.
■ Settings > Agents/Plug-ins > All Agents and
Plug-ins
In the left pane, expand the Agents/Plug-ins >
Deployment folder.

To set up the site server components perform the following steps:

Table 2-2 Setting up site servers for Deployment Solution

Step Action Description

Step 1 Install Deployment Task Server Component on Install the Deployment Task Server Component
Task Server on a Task Server to execute the
deployment-related tasks.

See “Installing and uninstalling Deployment


Solution components” on page 32.

Step 2 Install Deployment Package Server Component Install the Deployment Package Server
on Package Server Component on a Package Server such that
deployment packages can be stored on the server.

See “Installing and uninstalling Deployment


Solution components” on page 32.
Installing and uninstalling components 32
Installing and uninstalling Deployment Solution components

Table 2-2 Setting up site servers for Deployment Solution (continued)

Step Action Description

Step 3 Install the Network Boot Service on a site server Install the Network Boot Service on a site server
that contains the Pre-Boot Execution Environment
(PXE and BSDP) and TFTP services.

See “Installing Network Boot Service on site


server” on page 35.

See “Installing Network Boot Service on site server” on page 35.


See “Components of Deployment Solution” on page 18.

Installing and uninstalling Deployment Solution


components
Deployment Solution rolls out the installation and uninstallation of the site server components
as a policy. The Deployment site server components include Deployment Package Server
component and Deployment Task server component. The Deployment Task Server component
can be installed on Windows x86 or x64 site servers. By default, the Deployment Package
Server component-Install policy and the Deployment Task server component-Install policy are
enabled. The Deployment Task Server component is rolled out on the site server on which
Task service runs. The Deployment Package Server component is rolled out on the site server
on which the Package service runs. For both Task Server component-Install policy and the
Package Server component-Install policy the predefined target computers filter, filters the
target site servers and installs the policy on the site server. Symantec recommends that you
do not modify these set filters. If you want to modify the target computers then you must clone
the default policy first and then modify the cloned policy.

Note: Ensure that you install the Deployment Package Server component only on the site
servers on which IIS 7.0 or later versions are installed. All the site servers that are installed
with IIS 7.0 or later versions are discovered automatically and listed for the Applied To filter
of the Deployment Package Server Component - Install page of the console. You must not
manually install the Deployment Package Server component on any site server other than the
ones that are discovered and listed for the filter.

The Deployment Solution site server component policies and the menus to access them from
the console are as follows:
Installing and uninstalling components 33
Installing and uninstalling Deployment Solution components

Deployment Task ServerComponent(x64)-Install or You can access the Task Server Component in one of the
DeploymentTask ServerComponent(x86)-Install or following ways:
Deployment Task Server Component (x64)– Uninstall
■ Settings > All Settings > Agents/Plug-ins
or Deployment Task Server Component (x86)–Uninstall
In the left pane, navigate to Settings folder >
Agents/Plug-ins folder > Deployment folder. From the
Deployment folder, select the Windows(x64) or
Windows(x86) folder.
■ Settings > Agents/Plug-ins > All Agents and
Plug-ins
In the left pane, expand the Agents/Plug-ins folder >
Deployment folder.
From the Deployment folder, select the Windows(x64)
or Windows(x86) folder.

Deployment Package Server Components-Install or You can access the Package Server Component in one
Deployment Package Server Component-Uninstall of the following ways:

■ Settings > All Settings > Agents/Plug-ins


In the left pane, expand the Settings folder >
Agents/Plug-ins folder. > Deployment folder.
From the Deployment folder, select the Windows(x64)
or Windows(x86) folder.
■ Settings > Agents/Plug-ins > All Agents and
Plug-ins
In the left pane, expand the Agents/Plug-ins folder
>Deployment folder.

Note: Ensure that both the Deployment site server component -Install policy and the Deployment
site server component - Uninstall policy are not running at the same time as this causes conflict.

To install or uninstall a Deployment Solution component


1 In the Symantec Management Console, select Settings > Agents/Plug-ins > All
Agents/Plug-ins.
2 In the Agents/Plug-ins page, on the left pane tree, expand the Deployment folder.
3 In the Deployment folder, select the policy from one of the following:
■ DeploymentTaskServerComponent(x64)-Install
■ DeploymentTask ServerComponent(x86) - Install
■ Deployment Package Server Components - Install
■ Deployment Task Server Component (x64) – Uninstall
■ Deployment Task Server Component (x86) – Uninstall
Installing and uninstalling components 34
Installing and uninstalling Deployment Solution components

■ Deployment Package Server Component - Uninstall

4 On the right-side pane, you can view the details of the selected policy. Symantec
recommends that you do not modify the default settings of the policy. If you want to modify
the settings, first clone the policy and then modify the cloned policy.
The details of the fields are as follows:

Program Name Displays the name of the program that is


applicable.

Enable Verbose Reporting of Status Events This option sends the package status events to
Notification Server. The Notification Server
Event Capture settings in the Global Symantec
Management Agent Settings policy take
precedence to the Enable Verbose Reporting
setting here. Events are sent only if they are
enabled in the Global Symantec Management
Agent Settings policy.

Applied to Displays the computers to which the policy


applies. By default, Deployment Solution lists the
targets in the textbox, as per the predefined filter
that is set for the SMP. A target is a group of
computers that are created as per the set filter.

Package Multicast This option disables the package download


through multicast. Multicast slows down the
rollout of a package, so you can turn it off for an
urgent patch. Additionally, in some environments
multicast does not work. For example, multicast
has to be disabled for routers and switches. The
Package Multicast settings in the Global
Symantec Management Agent Settings policy
take precedence to the settings here.

Schedule The policy schedule is displayed. By default, the


options that are configured in the Extra Schedule
Options field are applicable. Symantec
recommends maintaining these settings. By
default, the Run once ASAP and the User can
run options are selected.
Installing and uninstalling components 35
Installing Network Boot Service on site server

Extra Schedule Options The Extra Schedule Options that are selected by
default are as follows:

■ Run once ASAP


■ User can run

5 Click Save changes to save the configuration settings of the policy.


See “Preparing site servers for Deployment Solution ” on page 30.

Installing Network Boot Service on site server


Network Boot Service (NBS) is a component of Deployment Solution that you install and run
as a service on a site server. This service is independent of the presence of Task service or
Package service on a site server and handles all communication with the Symantec
Management Platform (SMP) for Deployment Solution. The NBS comprises of the PXE and
BSDP service and the TFTP service that are installed on the site server after you roll out the
NBS service through the SMP console.
Prerequisites to install Network Boot Service on site server
■ Microsoft XML Core Services 6.0
■ IIS must be installed for iPXE
After the NBS is installed, the status of the service is displayed as green and the service status
is displayed as Started.
See “About Network Boot Service” on page 84.
You must install and enable the Network Boot Service (NBS) service on the site server before
you create preboot configuration and start configuration of NBS settings.

Note: If you want to install the Deployment Package server component and the NBS on the
same site server, then you must install the Deployment Package Server component after
installing the NBS on the site server.

To install NBS service on site server


1 In the Symantec Management Console, navigate to Settings > Notification Server >
Site Server settings menu.
2 In the Site Management window, expand Site Server node in the tree.
3 On the Site Servers page, click New under the Detailed Information pane.
Installing and uninstalling components 36
Installing and uninstalling Deployment Plug-in on client computers

4 In the Select Computers dialog box, select the Windows computers that you want to
configure as site server and click OK.
5 In the Add/Remove services dialog box, check the Network Boot Service option for
the site servers that you select.
See “Configuring and filtering computers to boot with PXE ” on page 88.

Installing and uninstalling Deployment Plug-in on


client computers
Deployment Solution is installed on Symantec Management Platform and a Deployment Plug-in
is a component of Deployment Solution. The Deployment Plug-in is installed on the client
computers to manage the execution of deployment tasks. This plug-in lets you create and
deploy disk images, perform remote OS installation, change your system settings, and migrate
the personality settings.
The Deployment Plug-in is specific to an operating system and Deployment Solution contains
plug-ins for Windows, Linux, and Mac operating systems.
The Deployment Plug-ins of the different OS are as follows:
■ Windows
Deployment Plug-in for Windows (x86)
Deployment Plug-in for Windows (x64)
■ Linux
Deployment Plug-in for Linux (x86)
■ Deployment Plug-in for Linux (x64)
■ Mac
Deployment Plug-in for Mac
Deployment Solution plug-ins are rolled out as predefined policies on the client computers.
The predefined policies that are associated with the plug-ins are related to the installation,
uninstallation, and upgrade of the plug-ins. The policies are rolled out on the client computers
after you enable them through the console. For Linux and Mac client computers, if the package
server is configured on HTTPS, and the SSL certificate is not installed on the client computer
then you must manually download and install the SSL certificate on the client computer so
that the Deployment Plug-in is installed on the client computer.
If you plan to install Deployment Plug-in on a Linux operating system that has a static IP
environment, ensure that you have manually entered the site server's and Symantec
Management Platform server's name, and their IP addresses in /etc/hosts file.
Installing and uninstalling components 37
Installing and uninstalling Deployment Plug-in on client computers

You cannot install the Deployment Solution plug-in in a maintenance window by using the Run
once ASAP in maintenance window only option. You are required to schedule the installation
using the Add Schedule option.
To install Deployment Plug-in
1 In the Symantec Management Console, on the Settings menu, click Agent/Plug-ins >
All Agents/Plug-ins.
2 In the left pane, expand the Agents/Plug-ins > Deployment folders.
3 Expand the Windows, Linux, or Mac folder and select from the following Deployment
Plug-in Install policies:
■ Deployment Plug-in for Linux (x86) - Install
■ Deployment Plug-in for Linux (x64) - Install
■ Deployment Plug-in for Mac-Install
■ Deployment Plug-in for Windows (x64)-Install
■ Deployment Plug-in for Windows (x86)-Install

4 On the right-side pane, you can view the details of the selected policy. Symantec
recommends that you do not modify the default settings of the policy. If you want to modify
the settings, first clone the policy and then modify the cloned policy.
The details of the fields are as follows:

Program Name Displays the name of the program that is


applicable.

Enable Verbose Reporting of Status Events This option sends the package status events to
Notification Server. The Notification Server
Event Capture settings in the Global Symantec
Management Agent Settings policy take
precedence to the Enable Verbose Reporting
setting here. Events are sent only if they are
enabled in the Global Symantec Management
Agent Settings policy.

Applied to Displays the list of computers to which the policy


applies. By default, Deployment Solution lists the
targets in the textbox, as per the predefined filter
that is set for the SMP. A target is a group of
computers that are created as per the set filter.
Installing and uninstalling components 38
Installing and uninstalling Deployment Plug-in on client computers

Package Multicast This option disables the package download


through multicast. Multicast slows down the
rollout of a package, so you can turn it off for an
urgent patch. Additionally, in some environments
multicast does not work. For example, multicast
has to be disabled for routers and switches. The
Package Multicast settings in the Global
Symantec Management Agent Settings policy
take precedence to the settings here.

Schedule The policy schedule is displayed. By default, the


options that are configured in the Extra Schedule
Options field are applicable. Symantec
recommends maintaining these settings. By
default, the Run once ASAP and the User can
run options are selected.

Extra Schedule Options The Extra Schedule Options that are selected
by default are as follows:

■ Run once ASAP


■ User can run

5 Click Save changes to save the configuration settings of the policy.


To uninstall Deployment Plug-in
1 In the Symantec Management Console, on the Settings menu, click Agent/Plug-ins >
All Agents/Plug-ins.
2 In the left pane, expand the Agents/Plug-ins > Deployment folders.
3 Expand the Windows, Linux, or Mac folder and select from the following Deployment
Automation folder- Uninstall policies:
■ Deployment Plug-in for Linux (x86) - Uninstall
■ Deployment Plug-in for Linux (x64) - Uninstall
■ Deployment Plug-in for Mac-Uninstall
■ Deployment Plug-in for Windows (x64)-Uninstall
■ Deployment Plug-in for Windows (x86)-Uninstall

4 On the right-side pane, you can specify the following fields:

Program Name Displays the name of the program that is


applicable.
Installing and uninstalling components 39
Installing and uninstalling Automation Folder on client computers

Enable Verbose Reporting of Status Events This option sends the package status events to
Notification Server. The Notification Server
Event Capture settings in the Global Symantec
Management Agent Settings policy take
precedence to the Enable Verbose Reporting
setting here. Events are sent only if they are
enabled in the Global Symantec Management
Agent Settings policy.

Applied to Displays the list of computers to which the policy


applies. By default, Deployment Solution lists the
targets in the textbox, as per the predefined filter
that is set for the SMP. A target is a group of
computers that are created as per the set filter.

Package Multicast This option disables the package download


through multicast. Multicast slows down the
rollout of a package, so you can turn it off for an
urgent patch. Additionally, in some environments
multicast does not work. For example, multicast
has to be disabled for routers and switches. The
Package Multicast settings in the Global
Symantec Management Agent Settings policy
take precedence to the settings here.

Schedule The policy schedule is displayed. By default, the


options that are configured in the Extra Schedule
Options field are applicable. Symantec
recommends maintaining these settings. By
default, the Run once ASAP and the User can
run options are selected.

Extra Schedule Options The Extra Schedule Options that are selected
by default are as follows:

■ Run once ASAP


■ User can run

5 Click Save changes to save the configuration settings of the policy.

Installing and uninstalling Automation Folder on client


computers
An automation folder stores the preboot operating system on the client computers. The client
computers use this functionality to boot in the preboot environment whenever required using
Installing and uninstalling components 40
Installing and uninstalling Automation Folder on client computers

the preboot OS that is installed locally on the client computer. The preboot operating systems
for Windows and Linux operating systems are, WinPE, and LinuxPE respectively. For the Mac
computers, a NetBoot environment is contained in the automation folder that is installed on
the client computer. In Deployment Solution the Deployment Automation folder -Install policy
installs the Automation folder on the client computer and the Deployment Automation
folder-Uninstall policy uninstalls the automation folder from the client computers. When you
enable the policy, a green On symbol shows on the top right corner of the policy page.
For Windows, to use the ImageX tool in the automation environment, download the ImageX
tool at the following location:

Note: For Linux and Mac client computers, to install the automation folder, if the package server
is configured on HTTPS, and the SSL certificate is not installed on the client computers then
you must manually download and install the SSL certificate on the client computers

The advantages of using Automation Folder over PXE services of NBS are as follows:
■ Lets you boot client computers faster than booting using PXE service of the NBS setup.
■ The automation folder function is not affected or restricted by firewalls.
■ The automation folder can boot the client computers that have static IP address.
The default location and size of the automation folder that is created on the client computer
are as follows:

Table 2-3 Default location and size of automation folder

Operating system Architecture Default folder location Approximate folder


size

Windows x86 C:\Boot 214 MB

Windows x64 C:\Boot 214 MB

Linux /boot/altiris 32 MB

Mac - /Volumes/DSAutomation 15 GB

In case a partition is already present with the


name DSAutomation then a new folder is
created with DSAutomationA name.

For Mac, the Deployment Automation folder for Mac - Install policy creates a DSAutomation
volume on the disk volume where Symantec Management Agent (SMA) is installed. The
automation volume uses only the available space on the volume that is installed with SMA
and does not use any free space available on other volumes. Ensure that there is sufficient
Installing and uninstalling components 41
Installing and uninstalling Automation Folder on client computers

space on the volume on which you have installed the SMA. If a volume is already present with
the name, DSAutomation then a new volume of name DSAutomationA is created.
You can also uninstall the automation volume with the uninstall policy for Mac automation
folder. After you enable the Deployment Automation folder for Mac - Uninstall policy you
must manually delete the DSAutomation partition that is present in the unmounted and
unallocated state. If you do not want to run the uninstall policy to uninstall the automation folder
from the client computer, then you must manually erase the disk and the volume from the
client computer. If, you manually remove partition and the volume of the client computer, then
ensure that you clean the Non-volatile random-access memory (NVRAM) of the client computer.
To clean the NVRAM of a client computer, refer to http://support.apple.com/kb/HT1533 article.
See “Configuring the preboot environment” on page 87.
To install an automation folder
1 In the Symantec Management Console, on the Settings menu, click Agent/Plug-ins >
All Agents/Plug-ins.
2 In the left pane, expand the Agents/Plug-ins > Deployment folders.
3 Expand the Windows, Linux, or Mac folder and select from the following Deployment
Automation folder- Install policies:
■ Deployment Automation Folder for Linux - Install
■ Deployment Automation Folder for Mac-Install
■ Deployment Automation Folder for Windows (x64)-Install

Note: You can enable the Deployment Automation Folder for Windows(x64)-Install
policy when you install and import the Windows Assessment and Deployment Kit (ADK)
for Windows 8 and the PEInstall package is created on Notification Server. After the
PEInstall package is created on Notification Server, the PEInstall is available and
enabled on the Preboot Configuration dialog box.

■ Deployment Automation Folder for Windows (x86)-Install

Note: You can enable the Deployment Automation Folder for Windows(x86)-Install
policy when you install and import the Windows Assessment and Deployment Kit (ADK)
for Windows 8 and the PEInstall package is created on Notification Server. After the
PEInstall package is created on Notification Server, the PEInstall is available and
enabled on the Preboot Configuration dialog box.
Installing and uninstalling components 42
Installing and uninstalling Automation Folder on client computers

4 On the right-side pane, you can view the details of the selected policy. Symantec
recommends that you do not modify the default settings of the policy. If you want to modify
the settings, first clone the policy and then modify the cloned policy.
The details of the fields are as follows:

Program Name Displays the name of the program that is


applicable.

Enable Verbose Reporting of Status Events This option sends the package status events to
Notification Server. The Notification Server
Event Capture settings in the Global Symantec
Management Agent Settings policy take
precedence to the Enable Verbose Reporting
setting here. Events are sent only if they are
enabled in the Global Symantec Management
Agent Settings policy.

Applied to Displays the list of computers to which the policy


applies. By default, Deployment Solution lists the
targets in the textbox, as per the predefined filter
that is set for the SMP. A target is a group of
computers that are created as per the set filter.

Package Multicast This option disables the package download


through multicast. Multicast slows down the
rollout of a package, so you can turn it off for an
urgent patch. Additionally, in some environments
multicast does not work. For example, multicast
has to be disabled for routers and switches. The
Package Multicast settings in the Global
Symantec Management Agent Settings policy
take precedence to the settings here.

Schedule The policy schedule is displayed. By default, the


options that are configured in the Extra Schedule
Options field are applicable. Symantec
recommends maintaining these settings. By
default, the Run once ASAP and the User can
run options are selected.

Extra Schedule Options The Extra Schedule Options that are selected
by default are as follows:

■ Run once ASAP


■ User can run

5 Click Save changes to save the configuration settings of the policy.


Installing and uninstalling components 43
Installing and uninstalling Automation Folder on client computers

To uninstall an automation folder


1 In the Symantec Management Console, on the Settings menu, click Agent/Plug-ins >
All Agents/Plug-ins.
2 In the left pane, expand the Agents/Plug-ins > Deployment folders.
3 Expand the Windows, Linux, or Mac folder and select from the following Deployment
Automation folder- Uninstall policies:
■ Deployment Automation Folder for Linux - Install
■ Deployment Automation Folder for Mac-Uninstall
■ Deployment Automation Folder for Windows (x64)-Uninstall
■ Deployment Automation Folder for Windows (x86)-Uninstall

4 On the right-side pane, you can view the details of the selected policy. Symantec
recommends that you do not modify the default settings of the policy. If you want to modify
the settings, first clone the policy and then modify the cloned policy.
The details of the fields are as follows:

Program Name Displays the name of the program that is


applicable.

Enable Verbose Reporting of Status Events This option sends the package status events to
Notification Server. The Notification Server
Event Capture settings in the Global Symantec
Management Agent Settings policy take
precedence to the Enable Verbose Reporting
setting here. Events are sent only if they are
enabled in the Global Symantec Management
Agent Settings policy.

Applied to Displays the list of computers to which the policy


applies. By default, Deployment Solution lists the
targets in the textbox, as per the predefined filter
that is set for the SMP. A target is a group of
computers that are created as per the set filter.

Package Multicast This option disables the package download


through multicast. Multicast slows down the
rollout of a package, so you can turn it off for an
urgent patch. Additionally, in some environments
multicast does not work. For example, multicast
has to be disabled for routers and switches. The
Package Multicast settings in the Global
Symantec Management Agent Settings policy
take precedence to the settings here.
Installing and uninstalling components 44
Upgrading Deployment Solution components

Schedule The policy schedule is displayed. By default, the


options that are configured in the Extra Schedule
Options field are applicable. Symantec
recommends maintaining these settings. By
default, the Run once ASAP and the User can
run options are selected.

Extra Schedule Options The Extra Schedule Options that are selected
by default are as follows:

■ Run once ASAP


■ User can run

5 Click Save changes to save the configuration settings of the policy.


See “Installing and uninstalling Deployment Plug-in on client computers” on page 36.

Upgrading Deployment Solution components


Deployment Solution lets you upgrade the Deployment Plug-in and Automation Folder of
Windows, Linux, and Mac operating systems. You can upgrade the Deployment Site Server
Components that are installed on the Windows site servers to the latest version using the
upgrade policy. After the upgrade policy is rolled out from Symantec Management Platform,
all the site servers on which the Deployment Site Server Component is installed, are
automatically upgraded.
The upgrade policy uses filters to determine if an upgrade is necessary. You can access the
filters that are used from the Manage > Filters > Software Filters > Agent and Plug-in Filters
menu.
To upgrade Deployment Solution components
1 In the Symantec Management Console, on the Settings menu, click Agent/Plug-ins >
All Agents/Plug-ins.
2 In the left pane, expand the Agents/Plug-ins > Deployment folders.
3 Select one of the following upgrade policies:
■ Deployment Automation Folder for Linux(x86)-Upgrade
■ Deployment Automation Folder for Linux-Upgrade
■ Deployment Plug-in for Linux(x86)-Upgrade
■ Deployment Plug-in for Linux(x64)-Upgrade
■ Deployment Automation folder for Mac-Upgrade
■ Deployment Plug-in for Mac- Upgrade
Installing and uninstalling components 45
Upgrading Deployment Solution components

■ Deployment Automation Folder for Windows(x64)-Upgrade


■ Deployment Plug-in for Windows(x64)-Upgrade
■ Deployment Site Server Component(x64)- Upgrade
■ Deployment Automation Folder for Windows(x86)-Upgrade
■ Deployment Plug-in for Windows(x86)-Upgrade
■ Deployment Site Server Component(x86)- Upgrade

4 On the right-side pane, you can view the details of the selected policy. Symantec
recommends that you do not modify the default settings of the policy. If you want to modify
the settings, first clone the policy and then modify the cloned policy.
The details of the fields are as follows:

Program Name Displays the name of the program that is


applicable.

Enable Verbose Reporting of Status Events This option sends the package status events to
Notification Server. The Notification Server
Event Capture settings in the Global Symantec
Management Agent Settings policy take
precedence to the Enable Verbose Reporting
setting here. Events are sent only if they are
enabled in the Global Symantec Management
Agent Settings policy.

Applied to Displays the list of computers to which the policy


applies. By default, Deployment Solution lists the
targets in the textbox, as per the predefined filter
that is set for the SMP. A target is a group of
computers that are created as per the set filter.

Package Multicast This option disables the package download


through multicast. Multicast slows down the
rollout of a package, so you can turn it off for an
urgent patch. Additionally, in some environments
multicast does not work. For example, multicast
has to be disabled for routers and switches. The
Package Multicast settings in the Global
Symantec Management Agent Settings policy
take precedence to the settings here.
Installing and uninstalling components 46
Upgrading Deployment Solution components

Schedule The policy schedule is displayed. By default, the


options that are configured in the Extra Schedule
Options field are applicable. Symantec
recommends maintaining these settings. By
default, the Run once ASAP and the User can
run options are selected.

Extra Schedule Options The Extra Schedule Options that are selected
by default are as follows:

■ Run once ASAP


■ User can run

5 Click Save changes to save the configuration settings of the policy.


Chapter 3
Setting up client computers
This chapter includes the following topics:

■ About types of client computers in Deployment Solution

■ About predefined computers in Deployment Solution

■ About supporting Mac computers

■ Prerequisites for Mac computer setup

■ Setting up unknown client computers

■ Setting up predefined computers

■ Redeploying managed computers

About types of client computers in Deployment


Solution
The core function of Deployment Solution includes identifying, setting up, and managing
different types of client computers. The type of the client computer is categorized based on
whether the computer is a bare metal computer, a predefined computer, or a managed computer
that is registered with Notification Server.
The types of client computers that Deployment Solution can set up and manage are as follows:
■ Unknown computer
See “Setting up unknown client computers” on page 52.
■ Predefined computer
See “Setting up predefined computers” on page 62.
■ Managed computer
See “Redeploying managed computers” on page 71.
Setting up client computers 48
About predefined computers in Deployment Solution

Deployment Solution identifies the computer type, and then boots the client computer to the
preboot or pre-OS environment to perform other deployment and maintenance tasks.

Table 3-1 Types of client computers in Deployment Solution

Type of client computer Description

Unknown computer An unknown computer is a bare metal computer that does not have an
operating system to boot. The unknown computer when plugged into
a network is identified by the Symantec Management Platform (SMP)
as an unmanaged computer because it does not have the Symantec
Management Agent (SMA) installed on it.

After an unknown computer is added to the network, you can boot it to


the preboot environment. You can then install an operating system to
perform other deployment and maintenance tasks.

Predefined computer A predefined computer is a computer for which you add the details such
as computer name, MAC address and so on before adding the computer
to the network.

To create a predefined computer, you can either add the computer


details or import the computer details. If you add a predefined computer,
then ensure that you specify the computer name, which is mandatory,
through the console. Besides the computer name, you can also provide
the computer details and the hardware identifiers of the computer that
you want to resolve as a predefined computer.

You can also import predefined computer details from a CSV file, into
Deployment Solution. After a predefined computer is added to a network,
Deployment Solution boots the computer to the preboot environment.
After the computer boots to the preboot environment, you can perform
tasks such as imaging and system configuration.

Managed computer A managed computer is a computer on which the SMA is installed.

To execute deployment tasks on a managed computer, such as create


disk image, deploy disk images, and changing system configuration,
then you must install the Deployment plug-in on the computer.

About predefined computers in Deployment Solution


Predefined computers in Deployment Solution are computers, the details of which, such as
the computer name and MAC address are added even before the computer is connected in
the network. You can specify the name, computer details, and hardware identifiers of a computer
that you want to resolve as a predefined computer. You specify the computer name and other
details through the SMP console to add a computer as a predefined computer.
Setting up client computers 49
About predefined computers in Deployment Solution

Deployment Solution lets you either add the predefined computer details or import the list of
computer details through the SMP console. You import the predefined computer details through
a TEXT (.txt) or CSV (comma-separated values) file. Both addition or import of predefined
computer details can be performed through the Settings > Deployment > Predefined
Computers dialog box of the console.
To create predefined computer entries through the Settings > Deployment > Predefined
Computers dialog box of the console, you must specify a name. The name is a mandatory
field to create predefined computer entries in Deployment Solution.Besides, name, you can
choose to specify the other details such as computer details and hardware identifier details.
The hardware identifier entries, although not mandatory, play an important role in discovering
computer of a network as a predefined computer.
If an unknown computer is discovered in a network, Deployment Solution boots the computer
with a PXE image that you configure for unknown computers. PXE images are configured
through the NBS General Settings dialog box of the console. Before the discovery process,
if you have specified entries for predefined computers through the Predefined Computers
dialog box, then the specified hardware identifier entries are matched with that of the booting
computer. Entries of hardware identifiers such as MAC, SerialNumber, and UUID are matched
with those of the booting computer. Based on the matching results, you configure the unknown
computer as a predefined computer.
Deployment Solution resolves an unknown computer as a predefined computer based on the
following matching criteria:
■ If the values for the hardware identifiers, MAC, SerialNumber, and UUID are specified as
null in the Predefined Computers dialog box.
In this case, all the unknown computers that are discovered are potential predefined
computers of Deployment Solution. For example, if you do not specify any value for MAC,
SerialNumber, and UUID fields in the Predefined Computers dialog box, then all unknown
computers are identified as potential predefined computers. In this case, the unknown
computer boots with the PXE image that is configured for the predefined computers through
the NBS General Settings.
■ If one or more values of the hardware identifiers, MAC, SerialNumber, and UUID matches
with that of the booting computer.
In this case, based on the number of hardware identifiers whose values match, the booting
computer is identified as a predefined computer. The booting computer whose two or more
values match have the highest potential to be a predefined computer. For example, you
specify value for MAC as M1 and the values for the identifiers as null , then if booting
computer's MAC is M1, this computer has good possibility to be a predefined computer. If
two specified identifier values match, for example, MAC as M1 and UUID as 1234 with that
of the booting computer, then this computer has higher possibility to be a predefined
computer over other computers.
Setting up client computers 50
About supporting Mac computers

■ If the hardware identifier values that you specify matches with that of the booting computer
then the computer boots with the PXE image that you configured for predefined computers.
See “Adding or importing predefined computers” on page 208.
See “Configuring and filtering computers to boot with PXE ” on page 88.

About supporting Mac computers


Deployment Solution supports Mac computers of an enterprise network to set up, execute,
and report on the deployment-related tasks that are executed on the computers. Some of the
deployment-related tasks of the Deployment Solution for Mac computers are imaging, installing
operating system and so on. Similar to Windows and Linux computers, Mac computers too
are driven by the Symantec Management Agent and the Deployment Solution plug-in for
execution of any deployment-related tasks on the computers.
Deployment Solution supports set up of the Mac computers that can be categorized into
unknown, predefined, or managed. A new Mac computer that is added in a network without a
computer name or IP address and is unmanaged by the Symantec Management Platform
(SMP) is called the unknown computer. A predefined Mac computer is a computer for which
you add the details such as computer name, MAC address and so on to the Symantec
Management Platform even before the computer is added to the network. You can add the
computer name and the hardware identifier through the SMP console and the details are stored
in the database. Managed computers are the ones on which the Symantec Management Agent
is installed and are managed by the SMP.
The key features that are supported for the Mac computers are as follows:
■ Booting Mac computers in preboot environment
■ Imaging Mac computers
■ Installing the Mac OS
■ Performing system configuration after deploying an image.
Deployment Solution leverages these features even without the presence or connection with
the Apple Server. Mac computers boot in the preboot environment using a NetBoot image or
in an automation environment using an automation folder. An automation environment is
installed on the client computer when the Deployment Automation folder for Mac - Install
policy is enabled from the SMP. A NetInstall image is required for installing a Mac OS on the
client computer. A NetBoot image and a NetInstall image can be created using the Symantec's
Mac pre-OS Creation Utility (MOCU) of the Deployment Solution along with the Apple’s System
Image Utility. Deployment Solution also facilitates creation of jobs and tasks for Mac computers
through the Jobs and Tasks page of the console. In the console you can access the Jobs
and Tasks page by navigating to Manage > Jobs and Tasks > Deployment.
Deployment Solution lets you perform the following tasks on Mac computers:
Setting up client computers 51
Prerequisites for Mac computer setup

■ Create Image
■ Deploy Image
■ Install Mac OS
■ Apply System Configuration
■ Boot To
See “About Symantec's Mac pre-OS Creation Utility” on page 169.
See “Launching Symantec's Mac pre-OS Creation Utility” on page 169.
See “Deployment Solution task support matrix” on page 192.

Prerequisites for Mac computer setup


Following are the prerequisites that you must comply with before you use Deployment Solution
to manage you Macintosh (Mac) client computers:
■ Ensure that you add the following services on the site server on which you enable the NBS
service before you check Enable Mac Netboot (BSDP) support in the NBS General
Settings dialog box :
■ Windows Role Services for Network File System (NFS) in File Services for Windows
■ Windows Services for UNIX (SFU)

■ Configure the DHCP server in the network. The Network Boot Server (NBS) and the DHCP
server must be on different computers.
■ Install the Symantec Management Agent and the Deployment Solution plug-in for Mac on
the source volume and ensure that the Deployment Automation folder for Mac - Install
policy is installed on the NetBoot image source computer. Symantec recommends that you
install the Symantec Management Agent and the Deployment Plug-in for Mac clients as a
root user.
You can access the plug-ins through either of the following menus:
■ Settings > Agent/Plug-ins > All Agent/Plug-ins
On the left pane of the window, access Agent/Plug-ins > Deployment > Mac folder.
■ Settings > All Settings
On the left pane of the window, access Agents/Plug-ins > Deployment > Mac folder.
■ Actions > Deployment > Install Deployment Plug-in > Mac.

■ The Mac preboot image creator must be logged in as the root user of the source computer.
■ Ensure that you have at least the same amount of empty space on the booted source
volume as occupied by the installed Mac OS.
Setting up client computers 52
Setting up unknown client computers

■ Ensure that you set the following for the All Linux/Mac Workstations and the All
UNIX/Linux/Mac Servers in the Targeted Agent Settings dialog box before adding a
Mac client computer in the network:
■ Return the following information as computer name as DNS name
■ Return the following information as computer domain as DNS name

You can access the Targeted Agent Settings from Settings > Agents/Plug-ins.
See “About Symantec's Mac pre-OS Creation Utility” on page 169.
See “Launching Symantec's Mac pre-OS Creation Utility” on page 169.

Setting up unknown client computers


Deployment Solution lets you set up unknown computers or bare metal computers with
Windows, Linux, or Mac operating system. An unknown computer is not managed by the
Symantec Management Platform (SMP). When you add an unknown computer into the
enterprise network and the Symantec Management Agent (SMA) is installed on the computer,
the computer becomes managed by the SMP
To set up the client computer with Windows, Linux, or Mac operating system, you must first
boot the client computer in the preboot environment of the OS that you want to install. You
can install Windows, Linux, or Mac operation system in any of the following ways:
■ Install a operating system on the computer.
■ Deploy an image on the computer.
In Deployment Solution, the PXE image is bundled with the OS-specific agent and the
Deployment Solution Plug-in. After an unknown computer boots in the preboot environment,
you can execute other deployment-related tasks.
This process addresses the steps you must follow to set up an unknown computer with Windows
operating system.

Table 3-2 Setting up unknown client computer with Windows operating system

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.


You can launch the console either from the Start
menu of the Notification Server computer or from
any computer of the network. To access the console
from a different computer, you must type the
following:

http://<IP address of NS > /altiris/console.


Setting up client computers 53
Setting up unknown client computers

Table 3-2 Setting up unknown client computer with Windows operating system (continued)

Step Action Description

Step 2 Prepare an unknown computer to boot with Boot the client computer with the PXE image that is
PXE image. configured from the Manage Preboot Configuration
page

See “Preparing unknown computers to boot with


WinPE image ” on page 54.

See “Preparing unknown computers to boot with


LinuxPE” on page 56.

See “Booting an unknown Mac computer in NetBoot


environment” on page 58.

Step 3 Install operating system You can install Windows, Linux, or Mac operating
system on the client computer by performing either
of the following:

■ Install OS task
■ Install Windows OS task
You can install Windows operating system
on the client computer using the Install
Windows OS
See “Installing Windows OS on client
computers” on page 144.
■ Install Linux/ESX OStask
You can install Linux operating system on the
client computer using the Install Linux/ESX
OS task.
See “Installing Linux/ESX OS using
Deployment Solution” on page 165.
■ Install Mac OS task
You can install Mac operating system on the
client computer using the Install Mac OS
See “Installing Mac OS using Deployment
Solution” on page 166.
■ Deploy Image task
You can install Windows, Linux, or Mac operating
system by deploying an image of the respective
OS on the client computer.
See “Creating and Deploying a Windows disk
image” on page 105.
See “Deploying a Linux image” on page 125.
See “Deploying a Mac image” on page 131.
See “Deploying a Windows image” on page 114.
Setting up client computers 54
Setting up unknown client computers

Table 3-2 Setting up unknown client computer with Windows operating system (continued)

Step Action Description

Step 4 (Optional) (Optional) View the reports on the status of You can view the following reports for client
the task execution or the installation of SMA computers:
on the client computer
■ Status of the client computer
You can check the status of the client computer
to view if the SMA is installed on the client
computer. You can view the report from Manage
> Computers > Installed Agent. The Installed
Agent page lists all the computers along with
their IP addresses and the Symantec
Management Agent installed on them.
■ Task execution Status
You can view the task execution status of the
client computer from Reports > All Reports >
Deployment > Computers with Deployment
Tasks Execution Status. You can view the
status of the executed tasks on the client
computers.
■ Deployment Plug-in Installation Status
You can check if the Deployment Plug-in of the
Deployment Solution is installed successfully on
the client computer from Reports > All Reports
> Deployment > Deployment Plug-in
Installation Status

See “About types of client computers in Deployment Solution” on page 47.


See “Setting up predefined computers” on page 62.
See “Redeploying managed computers” on page 71.

Preparing unknown computers to boot with WinPE image


After an unknown computer is added to a network, Deployment Solution boots the computer
in the preboot environment using a PXE image. You can configure the unknown computer to
boot in the preboot environment before you install the Windows operating system (OS) on the
computer. The computer boots in the preboot environment with a PXE image.
For Windows, a PXE image is created using the preboot configuration files, WinPE that
Deployment Solution supports,the PECTAgent, and the Deployment plug-in for Windows. The
Deployment Plug-in is required for the execution of deployment tasks on the client computer.
The following process addresses how you must configure the settings to boot an unknown
computer in the WinPE environment. After the computer boots in the preboot environment,
Setting up client computers 55
Setting up unknown client computers

the communication with Notification Server is established and the computer is registered as
a managed computer.
You must perform the following steps to boot an unknown computer with the WinPE image:

Table 3-3 Booting an unknown computer with WinPE image

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.

You can launch the console either from the Start menu of the
Notification Server computer or from any computer of the
network. To access the console from a different computer, you
must type the following:

http://<IP address of NS>/altiris/console

Step 2 Install Network Boot Service You must install the Network Boot Service (NBS) on a site
on a site server server and also enable the policy before you configure the
unknown client computer to boot in the preboot environment.

See “Installing Network Boot Service on site server” on page 35.

Step 3 Create a WinPE image You must create a WinPE image through the Manage Preboot
Configurations dialog box of the console.

See “Creating preboot configuration for Windows” on page 96.

Step 4 Configure NBS settings for You must configure the NBS settings for the unknown client
unknown computers computer from the console.
See “Configuring Network Boot Service for unknown computers
” on page 89.

For the unknown computer, you configure the NBS General


Settings that lets you select the image to boot the client
computer with and also configure the boot menu. Besides, you
can also configure the NBS Global Setting that lets you filter
computers based on MAC address to which the NBS site server
must or must not respond.

See “About NBS General Settings ” on page 85.

See “About filtering computers through NBS Global Settings ”


on page 86.
Setting up client computers 56
Setting up unknown client computers

Table 3-3 Booting an unknown computer with WinPE image (continued)

Step Action Description

Step 5 (optional) Set up Initial You can set up an Initial Deployment job for the Windows
Deployment job to execute unknown client computer to execute the deployment tasks that
tasks on the client computers you create.

You can perform this step after you create the deployment tasks
for the unknown client computer.

The Initial Deployment job menu is displayed on the client


computer after the computer boots to the preboot environment.
You can select all or specific tasks from the menu and execute
them on the client computer.

See “Configuring the initial deployment settings” on page 205.

Step 6 Add the unknown computer If you have added predefined computer entries through the
to the network and wait for the console with no hardware identifier values, then the Windows
client computer to boot to unknown client computers boot in the preboot environment using
preboot environment the PXE image that was configured for predefined computers.
You configure the PXE image for a predefined computer through
the NBS General Settings dialog box.

After the computer boots to the preboot environment, Deployment


Solution provides an option to boot the unknown computer as a
predefined computer.

See “Performing tasks in preboot environment for Windows


computers” on page 60.

See “Booting managed Windows computer with WinPE image” on page 74.
See “Preparing predefined computers to boot with WinPE image ” on page 64.

Preparing unknown computers to boot with LinuxPE


After an unknown computer is added to a network, Deployment Solution boots the computer
in the preboot environment using a Linux PXE image. You must configure the unknown
computer to boot in the preboot environment before you install the Linux operating system
(OS) on the computer. The computer boots in the preboot environment with a PXE image. For
Linux, a PXE image is known as LinuxPE, which is configurable in Deployment Solution before
you boot the unknown computer. The LinuxPE image contains the preboot files, the ULM
Agent, and the Deployment Solution Plug-in that are installed on the client computer after the
computer boots in the preboot environment. These agents are required for the execution of
deployment tasks on the client computer.
This following process addresses how you must configure the settings to boot an unknown
computer in the LinuxPE environment. After the computer boots in the preboot environment,
Setting up client computers 57
Setting up unknown client computers

the communication with Notification Server is established and the computer is registered as
a managed computer.
You must perform the following steps to boot an unknown computer with the LinuxPE image:

Table 3-4 Booting an unknown computer with LinuxPE image

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.

You can launch the console either from the Start menu of the
Notification Server computer or from any computer of the
network. To access the console from a different computer, you
must type the following:

http://<IP address of NS>/altiris/console

Step 2 Install Network Boot Service You must install the Network Boot Service (NBS) on a site
on a site server server and also enable the policy before you configure the
unknown client computer to boot in the preboot environment

See “Installing Network Boot Service on site server” on page 35.

Step 3 Create a LinuxPE image You must create a LinuxPE image through the Manage Preboot
Configurations dialog box of the console.

See “Creating preboot configuration for Linux ” on page 100.

Step 4 Configure NBS settings for You must configure the NBS settings for the unknown client
unknown computers computer from the console.
See “Configuring Network Boot Service for unknown computers
” on page 89.

For the unknown computer, you configure the NBS General


Settings that lets you select the image to boot the client
computer with and also configure the boot menu. Besides, you
can also configure the NBS Global Setting that lets you filter
computers based on MAC address to which the NBS site server
must or must not respond.

See “About NBS General Settings ” on page 85.

See “About filtering computers through NBS Global Settings ”


on page 86.
Setting up client computers 58
Setting up unknown client computers

Table 3-4 Booting an unknown computer with LinuxPE image (continued)

Step Action Description

Step 5 Add the unknown computer If you have added predefined computer entries through the
to the network and wait for the console with no hardware identifier values, then the Linux
client computer to boot to unknown client computers boot in the preboot environment using
preboot environment the PXE image that was configured for predefined computers.
You configure the PXE image for a predefined computer through
the NBS General Settings dialog box.

After the computer boots to the preboot environment, Deployment


Solution provides an option to boot the unknown computer as a
predefined computer.

See “Preparing predefined computer to boot with LinuxPE” on page 67.

Booting an unknown Mac computer in NetBoot environment


Deployment Solution lets you boot an unknown Mac computer in the preboot environment
using a NetBoot image. An unknown client computer is not managed by the Symantec
Management Platform (SMP).
To boot an unknown client computer with the default NetBoot image, hold the N key of the
keyboard while booting the Mac computer that is added in the network.
The following process elaborates the steps that are involved to boot a client computer in
NetBoot environment using a NetBoot image when an unknown computer is added in the
network:

Table 3-5 Process for booting an unknown Mac computer with NetBoot image

Step Action Description

Step 1 Launch the Console Launch the Symantec Management Console.

You can launch the console either from the Start menu
of the Notification Server computer or from any
computer of the network. To access the console from
a different computer, you must type the following:

http://<IP address of NS>/altiris/console

Step 2 Install the Network Boot Service on a Install the Network Boot Service (NBS) on a site
site server server before you perform any other configurations.

See “Installing Network Boot Service on site server”


on page 35.
Setting up client computers 59
Setting up unknown client computers

Table 3-5 Process for booting an unknown Mac computer with NetBoot image (continued)

Step Action Description

Step 3 Create and modify a NetBoot image Create and modify a NetBoot image that is used to
using Symantec's Mac pre-OS boot the Mac client computer. You can do this using
Creation Utility the Symantec's Mac pre-OS Creation Utility. This utility
along with Apple's System Image Utility is used to
create and modify the NetBoot image to make it
compatible for Deployment Solution.

See “Creating and modifying NetBoot images”


on page 170.

Step 4 Create preboot environment Create a preboot environment with the NetBoot image.
The preboot environment ensures that the NetBoot
image is uploaded on the Notification Server
computer. It is then distributed to all the NBS in the
network.

Step 5 Enable the NBS service to support Enable the following services in the Network Boot
Boot Service Discovery Protocol Service Configuration pane of the NBS General
Settings dialog box:

■ Enable the NBS service


■ Enable Mac NetBoot (BSDP) support

See “Configuring NBS for Mac computers”


on page 176.

Step 6 Configure response for unknown In the NBS General Settings, set default response for
computers unknown computers.

In the Netboot menu (Mac) of Initial Deployment


(Unknown Computer) Menu, select the Respond
to unknown computers and select the Default Boot
image from the list of NetBoot images that are
configured from the Manage Preboot Configuration
menu of the console.

See “Configuring NBS for Mac computers”


on page 176.
Setting up client computers 60
Setting up unknown client computers

Table 3-5 Process for booting an unknown Mac computer with NetBoot image (continued)

Step Action Description

Step 7 Boot the client computer in preboot Turn on your Mac client with the DHCP IP enabled
environment and hold the N key of the keyboard. The client
computer searches for the Network Boot Server (NBS)
by broadcasting Boot Service Discovery Protocol
(BSDP) requests. NBS receives and processes this
BSDP request. The client then receives and boots the
default NetBoot image as set in the NBS in step 6.

On booting the unknown computer with the NetBoot


image its inventory is added and displayed in SMP
as a predefined computer.

See “Booting Mac computers with NetBoot image” on page 174.

Performing tasks in preboot environment for Windows computers


After the client computers boot to the Windows preboot environment (WinPE), you can perform
the following:
■ Configure an unknown computer as predefined computer through the Predefined Computer
Options
■ Execute tasks and jobs on the unknown computers from the Initial Deployment job
■ Execute tasks and jobs on the predefined computers from the Re-deployment (Managed
Computer) option of the Initial Deployment job
■ Execute tasks and jobs on the managed computers from the Re-deployment (Managed
Computer) option of the Initial Deployment job
Setting up client computers 61
Setting up unknown client computers

To configure unknown computers as predefined computers


1 After a Windows unknown computer boots in the preboot environment, the Predefined
Computer Options dialog box is displayed.
Unknown computers boot to this option only if you have configured the Predefined
Computer settings through the console and the hardware identifier values are null. The
hardware identifiers are MAC address, Serial number, and UUID.
2 In the Predefined Computer Options dialog box, select the predefined computer name
that you want to assign to the unknown computer, and click OK.
If you click Cancel, then the Initial Deployment Settings job menu that you configured
for the unknown computer, is displayed.
3 In the Predefined Computer Confirmation dialog box click Continue if you want to
configure the unknown computer as a predefined computer.
Click Initial Deployment if you do not want to configure the unknown computer as
predefined computer. In such case, the initial deployment tasks that you configured for
an unknown computer are executed on the client computer.
To select Initial deployment job for unknown Windows computers
1 After an unknown client computer boots to the preboot environment, the Initial Deployment
job menu is displayed.
This menu is displayed only if you have set tasks or jobs for Initial Deployment (Unknown
Computer) menu in the Initial Deployment job menu dialog box.
2 In the Initial Deployment menu, select the jobs or tasks that you want to execute on the
unknown client computer.
3 Check the status of the tasks or jobs in the console that execute on the client computer.
Ensure that the client computer boots in the production to continue with deployment-related
tasks.
To select Initial deployment job for predefined or managed Windows computers
1 After a predefined or managed client computer boots to the preboot environment, the
Initial Deployment job menu is displayed.
This menu is displayed only if you have set tasks or jobs for Re-deployment (Managed
Computer) menu in the Initial Deployment job menu dialog box.
2 In the Initial Deployment menu, select the jobs or tasks that you want to execute on the
client computer.
3 Check the status of the tasks or jobs in the console that execute on the client computer.
Ensure that the client computer boots in the production to continue with deployment-related
tasks.
Setting up client computers 62
Setting up predefined computers

See “Installing Windows OS on client computers” on page 144.


See “Deploying a Windows image” on page 114.

Setting up predefined computers


Deployment Solution lets you add or import computers as predefined computers through the
Settings > Deployment > Predefined Computers menu of the console. The import of the
predefined computer details can be performed through a TXT file or a CSV file, while you can
add a computer details directly through the Predefined Computers dialog box. Before a
predefined computer is physically added to the network, you must configure the deployment
settings through the console. These settings are configured to boot the computers to the
preboot environment successfully after they are added to the network. Deployment Solution
also let you create the jobs and the tasks that you execute on the predefined computers after
they boot in the preboot environment.
See “About predefined computers in Deployment Solution” on page 48.
The process to set up a predefined computer is as follows:

Table 3-6 Setting up predefined computers

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.

You can launch the console either from the Start menu of
the Notification Server computer or from any computer of
the network. To access the console from a different
computer, you must type the following:

http://<IP address of NS > /altiris/console

Step 2 Add or import predefined Add or import the computers through the Settings >
computers Deployment > Predefined Computers menu of the
console.

See “Adding or importing predefined computers”


on page 208.
Setting up client computers 63
Setting up predefined computers

Table 3-6 Setting up predefined computers (continued)

Step Action Description

Step 3 Prepare the predefined Configure settings in Deployment Solution that boots the
computers to boot in the predefined computers to the preboot environment after
preboot environment they are added to the network.

You must perform the following configuration:

■ Create preboot configurations for the specific operating


system that you want to install on the predefined
computer. You create the preboot configurations
through Settings > Deployment > Manage Preboot
Configurations menu of the console.
■ Install and configure Network Boot Service (NBS) for
the predefined computers to boot in the preboot
environment.

See “Configuring Network Boot Service for predefined


computers” on page 92.

Step 4 Create the tasks or the jobs After a predefined computer boots to the preboot
that you want to execute on environment, you can execute the tasks or jobs to perform
the client computers in the the following:
preboot environment
■ Installation of an operating system
■ Deployment of an image

You can schedule the tasks or jobs to execute on the


computers or you can add them to the Initial Deployment
job and execute the job on the computers. You can access
the Initial Deployment job through Settings > Deployment
> Initial Deployment menu of the console

See “Setting up unknown client computers” on page 52.


See “Redeploying managed computers” on page 71.

Referencing a sample CSV file


When you create a CSV file, use the predefinedComputerTemplate.csv file in the C:\Program
Files\Altiris\Notification
Server\NSCap\bin\Win32\X86\Deployment\Sample\PreDefinedComputers folder. The
predefinedComputerTemplate.csv file provides a sample import template you can access
to test the predefined feature.
Setting up client computers 64
Setting up predefined computers

You can import predefined computer using the CSV file. For Windows and Linux computers,
the computer name field is mandatory in the CSV file. For Mac computers, you must specify
the MAC address, which is mandatory.
To reference a sample CSV file
1 Open the predefinedComputerTemplate.csv file using a Microsoft Excel spreadsheet
that lets you add values to each identified column.
2 Save the file as a CSV file to import to the Symantec Management Platform Configuration
Management Database (CMDB).
3 Open and edit the CSV file in English locale only.

Preparing predefined computers to boot with WinPE image


If you have provisioned computers before they are added to a network, then Deployment
Solution identifies such computers as predefined computers. You can configure the predefined
computers to boot in the preboot environment before you install the Windows operating system
(OS). The computers boot in the preboot environment with a PXE image.
The PXE image for Windows OS is known as WinPE image. For Windows, a PXE image is
created using the preboot configuration files, WinPE that Deployment Solution supports, the
PECTAgent, and the Deployment plug-in for Windows. The Deployment Plug-in is required
for the execution of deployment tasks on the client computer.

Note: If you add a predefined computer through the Settings > Deployment > Predefined
Computer dialog box of the console, then Deployment Solution boots all unknown computers
as potential predefined computer based on a criteria. The criteria is that you have not specified
any value for the hardware identifier fields such as MAC address, Serial Number, and UUID,
in the dialog box.

The following process lists how you must configure the settings to boot a predefined Windows
computer in the preboot environment. After the computer boots in the preboot environment,
the communication with the Notification Server is established and the computer is registered
as a managed computer.
You must perform the following steps to boot a predefined computer with the WinPE image:
Setting up client computers 65
Setting up predefined computers

Table 3-7 Booting a predefined computer with WinPE image

Step Action Description

Step 1 Launch the console Launch the Symantec Management


Console.

You can launch the console either


from the Start menu of the Notification
Server computer or from any computer
of the network. To access the console
from a different computer, you must
type the following:

http://<IP address of
NS>/altiris/console

Step 2 Install the Network Boot Service on You must install the Network Boot
a site server Service (NBS) on a site server and
also enable the policy before you
configure the client computer to boot
in the preboot environment.

See “Installing Network Boot Service


on site server” on page 35.

Step3 Add or import predefined computers You must add or import one or more
predefined computers through the
Predefined Computers dialog box of
the console.

See “Adding or importing predefined


computers” on page 208.

Step 4 Create a WinPE image Create a WinPE image through the


Manage Preboot Configurations
dialog box of the console.

See “Creating preboot configuration


for Windows” on page 96.
Setting up client computers 66
Setting up predefined computers

Table 3-7 Booting a predefined computer with WinPE image (continued)

Step Action Description

Step 5 Configure NBS settings for predefined Configure the NBS settings for the
computer predefined client computer from the
console.

See “Configuring Network Boot


Service for predefined computers”
on page 92.

For the predefined computer, you


configure the NBS General Settings
that lets you select the WinPE image
to boot the client computer with and
also configure the boot menu. Besides,
you can also configure the NBS
Global Setting that lets you filter
computers based on MAC address to
which the NBS site server must or
must not respond.

See “About NBS General Settings ”


on page 85.

See “About filtering computers through


NBS Global Settings ” on page 86.

Step 6 (optional) Set up the Re-Deployment In the Initial Deployment Settings


(Managed Computer) menu in the dialog box, you can configure the
Initial Deployment Settings dialog Re-Deployment (Managed
box Computer) menu to execute jobs or
tasks on the predefined computer after
the computer boot in the preboot
environment.

See “Configuring the initial deployment


settings” on page 205.
Setting up client computers 67
Setting up predefined computers

Table 3-7 Booting a predefined computer with WinPE image (continued)

Step Action Description

Step7 Add a predefined computer to the After a predefined computer is added


network and wait for the computer to to the network, the computer boots
boot in the preboot environment with the WinPE image that you
configured.

If you have not specified any values


for the hardware identifier fields, then,
after the computer boots to the preboot
environment, you have can execute
the Initial deployment tasks that you
configured for the unknown computer.
The hardware identifier fields are,
MAC address, Serial number, and
UUID that you specify in the Add
Predefined Computer dialog box.

See “Performing tasks in preboot


environment for Windows computers”
on page 60.

See “About predefined computers in Deployment Solution” on page 48.


See “Booting managed Windows computer with WinPE image” on page 74.
See “Preparing unknown computers to boot with WinPE image ” on page 54.

Preparing predefined computer to boot with LinuxPE


If you have provisioned computers before they are added to a network, then Deployment
Solution identifies such computers as predefined computers. You can configure the predefined
computers to boot in the preboot environment before you install the Linux operating system
(OS). The computers boot in the preboot environment with a PXE image.
The PXE image for Linux OS is known as LinuxPE image. For Linux, a PXE image is created
using the preboot configuration files, LinuxPE that Deployment Solution supports, the ULM
Agent, and the Deployment plug-in for Linux. The Deployment Plug-in is required for the
execution of deployment tasks on the client computer.

Note: If you add a predefined computer through the Settings > Deployment > Predefined
Computer dialog box of the console, then Deployment Solution boots all unknown computers
as potential predefined computer based on a criteria. The criteria is that you have not specified
any value for the hardware identifier fields such as MAC address, Serial Number, and UUID,
in the dialog box.
Setting up client computers 68
Setting up predefined computers

The following process addresses how you must configure the settings to boot a predefined
Linux computer in the preboot environment. After the computer boots in the preboot
environment, the communication with the Notification Server is established and the computer
is registered as a managed computer.
You must perform the following steps to boot a predefined computer with the LinuxPE image:

Table 3-8 Booting a predefined computer with LinuxPE image

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.

You can launch the console either from the Start menu
of the Notification Server computer or from any computer
of the network. To access the console from a different
computer, you must type the following:

http://<IP address of NS>/altiris/console

Step 2 Install the Network Boot You must install the Network Boot Service (NBS) on
Service on a site server a site server and also enable the policy before you
configure the client computer to boot in the preboot
environment.

See “Installing Network Boot Service on site server”


on page 35.

Step3 Add or import predefined You must add or import one or more predefined
computers computers through the Predefined Computers dialog
box of the console.

See “Adding or importing predefined computers”


on page 208.

Step 4 Create a LinuxPE image Create a LinuxPE image through the Manage Preboot
Configurations dialog box of the console.

See “Creating preboot configuration for Linux ”


on page 100.
Setting up client computers 69
Setting up predefined computers

Table 3-8 Booting a predefined computer with LinuxPE image (continued)

Step Action Description

Step 5 Configure NBS settings for Configure the NBS settings for the predefined client
predefined computer computer from the console.

See “Configuring Network Boot Service for predefined


computers” on page 92.

For the predefined computer, you configure the NBS


General Settings that lets you select the LinuxPE image
to boot the client computer with and also configure the
boot menu. Besides, you can also configure the NBS
Global Setting that lets you filter computers based on
MAC address to which the NBS site server must or must
not respond.

See “About NBS General Settings ” on page 85.

See “About filtering computers through NBS Global


Settings ” on page 86.

Step 6 (optional) Set up the In the Initial Deployment Settings dialog box, you can
Re-Deployment (Managed configure the Re-Deployment (Managed Computer)
Computer) menu in the Initial menu to execute jobs or tasks on the predefined
Deployment Settings dialog computer after the computer boot in the preboot
box environment.

See “Configuring the initial deployment settings”


on page 205.

Step7 Add the predefined computer to After a predefined computer is added to the network,
the network and wait for the the computer boots with the LinuxPE image that you
computer to boot in the preboot configured.
environment
If you have not specified any values for the hardware
identifier fields, then after the computer boots to the
preboot environment, you have an option to execute the
Initial deployment tasks that you configured for the
unknown computer. The hardware identifier fields are,
MAC address, Serial number, and UUID that you specify
in the Add Predefined Computer dialog box.

See “Preparing predefined computer to boot with LinuxPE” on page 67.

Booting a predefined Mac computer in NetBoot environment


Deployment Solution supports Mac operating system and lets you boot predefined Mac client
computer in preboot environment. A predefined computer is a computer whose details are
Setting up client computers 70
Setting up predefined computers

added in the Symantec Management Platform. You add the predefined computer details or
import them from a .txt file or a .csv file.
See “About predefined computers in Deployment Solution” on page 48.
The following process elaborates the steps that are involved to boot a predefined Mac client
computer in preboot environment using a NetBoot image:

Table 3-9 Process for booting a predefined Mac client in preboot environment with NetBoot
image

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.

You can launch the console either from the Start menu of
the Notification Server computer or from any computer of
the network. To access the console from a different
computer, you must type the following:

http://<IP address of NS>/altiris/console

Step 2 Install the Network Boot service Install the Network Boot Service (NBS) on a site server
on a site server before you perform any other configurations.

See “Installing Network Boot Service on site server”


on page 35.

Step 3 Add or import a predefined You can add predefined computers using the Add
computer Predefined Computers Settings dialog box or import
predefined computers using a .txt file or a .csv file.

See “Adding or importing predefined computers”


on page 208.

Step 4 Create and modify a NetBoot Create and modify a NetBoot image to be installed on a
image using Symantec's Mac Mac client computer. You can do this using the Symantec's
pre-OS Creation Utility Mac pre-OS Creation Utility. This utility along with the
Apple's System Image Utility is used to create and modify
the NetBoot image to make it compatible for Deployment
Solution.

See “Creating and modifying NetBoot images” on page 170.

Step 5 Create preboot environment Create a preboot environment with the NetBoot image.
The preboot environment ensures that the NetBoot image
is uploaded on the Notification Server computer from where
it is distributed to all the NBS in the network.
Setting up client computers 71
Redeploying managed computers

Table 3-9 Process for booting a predefined Mac client in preboot environment with NetBoot
image (continued)

Step Action Description

Step 6 Enable the NBS service to support In the Network Boot Service Configuration of the NBS
Boot Service Discovery Protocol General Settings page enable the following services:

■ Enable the NBS service


■ Enable Mac NetBoot (BSDP) support

See “Configuring NBS for Mac computers” on page 176.

Step 7 Configure response for predefined In the NBS General Settings, set the default response for
computers in NBS the predefined computers. Configure the NBS to respond
to the predefined Mac computers and set the default
image.

See “Configuring NBS for Mac computers” on page 176.

Step 8 Boot the client computer in Turn on your Mac client with DHCP IP enabled and hold
preboot environment the N key of the keyboard. The client computer searches
for the Network Boot Server (NBS) by broadcasting BSDP
requests. NBS receives and processes this BSDP request.
The client receives and boots the default NetBoot image
as set in the NBS in step 7.

See “Booting Mac computers with NetBoot image” on page 174.

Redeploying managed computers


Deployment solution lets you redeploy managed computers of an enterprise network that are
installed with the Windows, Linux, or Mac operating system. Managed computers are the client
computers that have the Symantec Management Agent (SMA) installed on them.
To install the Windows, Linux, or Mac operating system on a managed client computer, you
must boot the computer in the preboot environment using the PXE configuration or the
automation folder of the operating system that you want to install. An Automation folder contains
the PXE image that is required to boot the computer into the automation environment. To
install an automation folder on the client computer, enable the Deployment Automation
Folder-Install policy for the operation system that you want to install.
See “Booting managed computers in Windows automation environment ” on page 80.
This process addresses the steps you must follow to redeploy a managed computer with
Windows, Linux, or Mac operating system.
Setting up client computers 72
Redeploying managed computers

Table 3-10 Redeploying managed computer with Windows operating system

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.


You can launch the console either from the Start
menu of the Notification Server computer or from
any computer of the network. To access the
console from a different computer, you must
type the following:

http://<IP address of NS>/altiris/console

Step 2 Boot the managed client computer in preboot Boot the managed client computer in preboot
environment environment using any of the following:

■ PXE image
You can boot the client computer using the
PXE image of the operating system that you
want to install. You can either create a Boot
To task for the client computer or schedule
the task for the client computer.
See “Booting managed Windows computer
with WinPE image” on page 74.
See “Booting managed Linux computer with
LinuxPE” on page 76.
See “Booting a managed Mac computer in
NetBoot environment” on page 77.
■ Automation folder
You can boot the client computer using an
Automation Folder that is installed on the
computer by performing a Boot To task
using an automation folder. Ensure that an
automation folder is installed on the client
computer for which you perform the Boot
To task.
See “Booting managed computers in
Windows automation environment ”
on page 80.
Setting up client computers 73
Redeploying managed computers

Table 3-10 Redeploying managed computer with Windows operating system (continued)

Step Action Description

Step 3 Install Windows, Linux, or Mac operating system Install Windows operating system on the client
computer by performing either of the following:

■ Install operating system


You can install Windows, Linux, or Mac
operating system on the client computer
using the Install Windows OS task.
See “Installing Windows OS on client
computers” on page 144.
See “Installing Linux/ESX OS using
Deployment Solution” on page 165.
See “Installing Mac OS using Deployment
Solution” on page 166.
■ Deploy Image task
You can set up the client computer with
Windows, Linux, or Mac operating system
by deploying a Windows, Linux, or Mac
image on the client computer.
See “Creating and Deploying a Windows
disk image” on page 105.
See “Creating and deploying Linux disk
images” on page 120.
See “Creating and deploying Mac images”
on page 127.
See “Deploying a Windows image”
on page 114.

Step 4 (Optional) (Optional) Configure the network setting of Configure the network settings for the managed
managed computer using the Apply system client computer by using the Apply System
configuration task Configuration task.

You can modify the settings such as the IP


address, Domain Name and so on.

See “Changing system configuration of


computers in Deployment Solution” on page 200.
Setting up client computers 74
Redeploying managed computers

Table 3-10 Redeploying managed computer with Windows operating system (continued)

Step Action Description

Step 5 (Optional) (Optional) View the reports on the status of the You can view the following reports for client
task execution or the installation of the SMA and computers:
the Deployment Plug-in on the client computer
■ Status of the client computer
You can check the status of the client
computer to view if the SMA is installed on
the client computer. You can view the report
from Manage > Computers > Installed
Agent. The Installed Agent page lists all the
computers along with their IP addresses and
the Symantec Management Agent that is
installed on them.
■ Task execution Status
You can view the task execution status of
the client computer from Reports > All
Reports > Deployment > Computers with
Deployment Tasks Execution Status. You
can view the status of the executed tasks on
the client computers.
■ Deployment Plug-in Installation Status
You can check if the Deployment Plug-in of
the Deployment Solution is installed
successfully on the client computer from
Reports > All Reports > Deployment >
Deployment Plug-in Installation Status

See “Setting up unknown client computers” on page 52.


See “Setting up predefined computers” on page 62.

Booting managed Windows computer with WinPE image


Deployment Solution lets you redeploy a managed computer that is installed with the Windows
operating system (OS) to a preboot environment. The managed computer redeploys to the
preboot environment using the WinPE image that Deployment Solution supports, after you
execute the Boot To deployment task.
The following process lets you reboot a Windows managed computer to the preboot environment
using a configured WinPE image. After the computer reboots to the preboot environment, you
can execute any deployment tasks on the computer.
You must perform the following steps to reboot a managed computer with a WinPE image:
Setting up client computers 75
Redeploying managed computers

Table 3-11 Booting a managed computer with WinPE image

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.


You can launch the console either from the Start menu of the
Notification Server computer or from any computer of the
network. To access the console from a different computer, you
must type the following:

http://<IP address of NS>/altiris/console

Step 2 Install the Network Boot You must install the Network Boot Service (NBS) on a site
Service on a site server server and also enable the policy before you configure the client
computer to boot in the preboot environment.

See “Installing Network Boot Service on site server” on page 35.

Step 3 Create a WinPE image Create a WinPE image through the Manage Preboot
Configurations dialog box of the console.

Step 4 Configure NBS settings for Configure the NBS settings for the managed client computer
managed computer from the console.

See “Configuring Network Boot Service for managed computers”


on page 94.

For the managed computer, you configure the NBS General


Settings that lets you select the WinPE image to boot the client
computer with and also configure the boot menu. Besides, you
can also configure the NBS Global Setting that lets you filter
computers based on MAC address to which the NBS site server
must or must not respond.

See “About NBS General Settings ” on page 85.

See “About filtering computers through NBS Global Settings ”


on page 86.

Step 5 (optional) Set up the In the Initial Deployment Settings dialog box, you can configure
Re-Deployment (Managed the Re-Deployment (Managed Computer) menu to execute
Computer) menu in the jobs or tasks on the managed computer after the computer boots
Initial Deployment Settings in the preboot environment.
dialog box
See “Configuring the initial deployment settings” on page 205.

Step 6 Execute Boot To PXE task Execute the Boot To task and select the PXE/NetBoot image
option in the Create New Task dialog box.
Setting up client computers 76
Redeploying managed computers

Table 3-11 Booting a managed computer with WinPE image (continued)

Step Action Description

Step 7 Execute tasks or jobs after the After the Windows client computer boots to preboot environment,
client computer boots to the Re-Deployment menu for managed computers is displayed.
preboot environment You can select all or specific tasks or jobs that you want to
execute.

See “Performing tasks in preboot environment for Windows


computers” on page 60.

See “Configuring and filtering computers to boot with PXE ” on page 88.
See “Preparing unknown computers to boot with WinPE image ” on page 54.
See “Preparing predefined computers to boot with WinPE image ” on page 64.

Booting managed Linux computer with LinuxPE


Deployment Solution lets you redeploy a managed computer that is installed with the Linux
operating system (OS) to a preboot environment. The managed computer redeploys to the
preboot environment using the LinuxPE image that Deployment Solution supports, after you
execute the Boot To deployment task.
The following process lets you reboot a Linux managed computer to the preboot environment
using a configured LinuxPE image. After the computer reboots to the preboot environment,
you can execute any deployent tasks on the computer.
You must perform the following steps to reboot a managed computer with a LinuxPE image:

Table 3-12 Booting a managed computer with LinuxPE image

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.

You can launch the console either from the Start menu of the
Notification Server computer or from any computer of the
network. To access the console from a different computer, you
must type the following:

http://<IP address of NS>/altiris/console

Step 2 Install the Network Boot You must install the Network Boot Service (NBS) on a site
Service on a site server server and also enable the policy before you configure the client
computer to boot in the preboot environment.

See “Installing Network Boot Service on site server” on page 35.


Setting up client computers 77
Redeploying managed computers

Table 3-12 Booting a managed computer with LinuxPE image (continued)

Step Action Description

Step 3 Create a LinuxPE image Create a LinuxPE image through the Manage Preboot
Configurations dialog box of the console.

See “Creating preboot configuration for Linux ” on page 100.

Step 4 Configure NBS settings for Configure the NBS settings for the managed client computer
managed computer from the console.

See “Configuring Network Boot Service for managed computers”


on page 94.

For the managed computer, you configure the NBS General


Settings that lets you select the LinuxPE image to boot the client
computer with and also configure the boot menu. Besides, you
can also configure the NBS Global Setting that lets you filter
computers based on MAC address to which the NBS site server
must or must not respond.

See “About NBS General Settings ” on page 85.

See “About filtering computers through NBS Global Settings ”


on page 86.

See “About NBS General Settings ” on page 85.

Step 5 Set up the Re-Deployment Configure the Re-Deployment (Managed Computer) menu to
(Managed Computer) menu set the default Linux PXE image with which the client computer
boots in the preboot environment.

Step 6 Execute Boot To PXE task Execute the Boot To task and select the PXE/NetBoot image
option in the Create New Task dialog box.

See “Creating a Boot To task” on page 197.

Step 7 Execute tasks or jobs after the After the Linux client computer boots to preboot environment,
client computer boots to the Re-Deployment menu for managed computers is displayed.
preboot environment You can select all or specific tasks or jobs that you want to
execute.

See “Creating preboot configuration for Linux ” on page 100.

Booting a managed Mac computer in NetBoot environment


Deployment Solution lets you boot a managed Mac client computer in preboot environment
with NetBoot image. A managed computer is the one that is managed by the Symantec
Management Platform.
Setting up client computers 78
Redeploying managed computers

You can boot a managed Mac client in the preboot environment using a NetBoot image or you
can boot a Mac client in automation environment using the DSAutomation volume. The
DSAutomation volume is installed on the Mac client computer by enabling the Deployment
Automation folder for Mac - Install policy.
The following process elaborates the steps that are involved in booting a managed Mac
computer in preboot environment:

Table 3-13 Process for booting a managed Mac client in preboot environment

Step Action Description

Step 1 Launch the Console Launch the Symantec Management


Console.

You can launch the console either


from the Start menu of the Notification
Server computer or from any computer
of the network. To access the console
from a different computer, you must
type the following:

http://<IP address of
NS>/altiris/console

Step 2 Install the Network Boot Service on a Install the Network Boot Service (NBS)
site server on a site server before you perform
any other configurations.

See “Installing Network Boot Service


on site server” on page 35.

Step 3 Create and modify a NetBoot image Create and modify NetBoot image that
using Symantec's Mac pre-OS is used to boot the Mac client
Creation Utility computer. You can do this using the
Symantec's Mac pre-OS Creation
Utility. This utility along with Apple's
System Image Utility is used to create
and modify the NetBoot image to make
it compatible for Deployment Solution.

See “Creating and modifying NetBoot


images” on page 170.
Setting up client computers 79
Redeploying managed computers

Table 3-13 Process for booting a managed Mac client in preboot environment (continued)

Step Action Description

Step 4 Create preboot environment Create a preboot environment with the


NetBoot image. The preboot
environment ensures that the NetBoot
image is uploaded on the Notification
Server computer from where it is
distributed to all the NBS in the
network.

Step 5 Enable the NBS service to support Enable the following services in the
Boot Service Discovery Protocol Network Boot Service Configuration
from the NBS General Settings dialog
box.

■ Enable the NBS service

■ Enable Mac NetBoot (BSDP)


support

See “About NBS General Settings ”


on page 85.

Step 6 Configure response for managed You can do either of the following:
computers in NBS
■ In the NBS General Settings set
or default response for managed
computers. Configure NBS to
Create a Boot To task.
respond to managed Mac
computers and set the default
image.
See “Configuring NBS for Mac
computers” on page 176.
■ You can also boot a managed Mac
computer using the Boot To task.
See “Creating a Boot To task”
on page 197.
Setting up client computers 80
Redeploying managed computers

Table 3-13 Process for booting a managed Mac client in preboot environment (continued)

Step Action Description

Step 7 Boot the client computer in preboot Turn on your Mac client and hold the
environment N key. The client computer searches
for the NBS by broadcasting BSDP
requests. NBS receives and processes
this BSDP request. The client then
receives and boots the default NetBoot
image as set in the NBS in step 6.

If you have scheduled a Boot To task,


the client computer receives the task
as scheduled.

See “Creating a Boot To task”


on page 197.

See “Booting Mac computers with NetBoot image” on page 174.

Booting managed computers in Windows automation environment


You use Deployment Solution to boot managed computers in automation environment whenever
you want to install a different operating system or deploy a new image on the computer.
Automation environments are created and activated after you install the operating system (OS)
specific Automation Folder plug-in on the client computer. You use the automation folder as
an alternative option to boot computer especially when the client computer is disconnected
from the Network Boot Service (NBS) server in a network.
An automation folder stores the preboot files of an operating system on the client computer.
The client computer uses this functionality to boot in the preboot environment using the preboot
OS that is installed locally. The preboot OS for Windows OS is known as WinPE.
This process lets you boot a Windows managed computer in an automation environment.
Before you get started, review the location and size of the Automation Folder that is created
on the client computer in the following table:

Table 3-14 Default location and size of Windows automation folder

Operating system Architecture Default folder location Approximate folder size

Windows x86 C:\Boot 214 MB

Windows x64 C:\Boot 214 MB


Setting up client computers 81
Redeploying managed computers

Ensure that proper filters are set while installing the Deployment Automation Folder. Ensure
that a 64-bit policy gets installed on a 64-bit computer and a 32-bit policy get installed on a
32-bit client computer.

Table 3-15 To boot a managed computer in an automation environment

Step Action Description

Step 1 Launch the console Launch the Symantec Management Console.

You can launch the console either from the Start


menu of the Notification Server computer or from
any computer of the network. To access the
console from a different computer, you must type
the following:

http://<IP address of NS>/altiris/console

Step 2 Install the Deployment Automation Folder plug-in Install the Deployment Automation Folder for
for Windows on the client computer Windows plug-in on the client computer.

Ensure you install the 64-bit plug-in and the 32-bit


plug-in on the appropriate computers. To install the
plug-in, you must access the Settings >
Agents/Plug-ins > All Agents/Plug-ins menu of
the console. Expand the Deployment node in the
left pane and select the Windows folder. Inside the
folder, select the Deployment Automation Folder
for Windows - Install policy. In the right pane,
perform the required actions to apply the policy on
the client computer that you want.

See “Installing and uninstalling Automation Folder


on client computers” on page 39.

Step 3 Configure an automation environment Create and configure an automation environment


through the Manage Preboot Configuration dialog
box of the console.

By default, the automation environment for


Windows is PEInstall, which is listed in the dialog
box. If you create custom automation folders
through this dialog box, then you must manually
copy the automation folders to the computer on
which the Notification Server (NS) is installed.
Ensure that the automation policy is enabled as
performed in step 2 such that NS can replicate the
automation folder on the client computer.
Setting up client computers 82
Redeploying managed computers

Table 3-15 To boot a managed computer in an automation environment (continued)

Step Action Description

Step 4 (optional) Create Initial Deployment tasks or jobs You can create and assign initial deployment tasks
or jobs to the Windows managed computers
through the Initial Deployment job menu. The jobs
are executed after the computer boots in the
automation environment.

See “Configuring the initial deployment settings”


on page 205.

Step 5 Create a Boot To automation task Create the Boot To task in the Create New Task
dialog box and select the Automation option.

Step 6 Schedule the Boot To task to execute on a client Schedule the Boot To Automation task that you
computer created for the client computers to boot in the
automation environment.

See “Scheduling a deployment job or task”


on page 196.

See “Booting managed Windows computer with WinPE image” on page 74.
Chapter 4
Setting up preboot
environment
This chapter includes the following topics:

■ About PXE configuration using Network Boot Service

■ About Network Boot Service

■ About NBS General Settings

■ About filtering computers through NBS Global Settings

■ Configuring the preboot environment

About PXE configuration using Network Boot Service


A Pre-Boot Execution Environment (PXE) lets you boot computers using network interfaces
such as a Network Interface Card (NIC). In Deployment Solution, PXE service,
SymantecNetworkBootService(PxeandBSDP) is a part of the Network Boot Service (NBS),
which is installed on the Windows site servers. The PXE service is activated and remains in
the state only if the NBS is in the enabled state. The NBS is rolled out on the site servers as
a policy whose state you can control from the console.
See “About Network Boot Service” on page 84.
The preboot booting options that you can configure through the NBS includes booting using
a PXE image for Windows, Linux, and Mac operating systems. Deployment Solution also lets
you boot the UEFI computers using a PXE image of Windows (x64) architecture.
A PXE image is required to boot client computers in preboot environment before you install a
Windows operating system, a Linux operating system , or a Mac operating system on those
computers. Deployment Solution supports and packages the preboot environments, WinPE,
and LinuxPE of Windows operating system and Linux operating system, respectively. You
Setting up preboot environment 84
About Network Boot Service

create PXE images specific to the WinPE or LinuxPE architectures. For the Mac client
computers, you create NetBoot image to boot the computers with before you install a Mac
operating system on them.
Before you configure NBS on the site servers, you must create the PXE images for the Windows
or Linux client computers. For the Mac client computers, you must create the NetBoot images.
See “Creating and modifying NetBoot images” on page 170.
You create PXE images using the Settings > Deployment > Manage Preboot Configuration
dialog box of the console. After a PXE image is created, the image is sent to the site servers
that are installed with NBS.
Deployment Solution has a provision to boot an unknown computer, a predefined computer,
or a managed computer in the preboot environment. You can also add drivers for the PXE
image of a Linux or Windows client computer to ensure that the PXE image supports the new
hardware. The drivers that are added in the preboot environment are stored in the Preboot
database of Deployment Solution.
See “Configuring and filtering computers to boot with PXE ” on page 88.
See “Adding drivers to the Preboot database” on page 158.

About Network Boot Service


Network Boot Service (NBS) is a component of Deployment Solution that you install and run
as a service on a site server. This service is independent of the presence of Task service or
Package service on a site server and handles all communication with the Symantec
Management Platform (SMP) for Deployment Solution.
The NBS comprises of the PXE /BSDP service and the TFTP service that are installed on the
site servers. In the Site Management > Site Server > Services pane, click the Add or
Removed Services dialog box to install the NBS on the site servers.
See “Installing Network Boot Service on site server” on page 35.
The details of the NBS services are as follows:
■ Symantec Network Boot Service(PXE and BSDP)
This service functions as the PXE server and lets you configure client computers to boot
them in the preboot environment. It also supports the Boot Service Discovery Protocol
(BSDP) used for Mac client computers.
■ Symantec Network Boot Service (TFTP)
This service functions as the TFTP server and lets you perform tasks such as copy file.
The NBS configuration settings are accessible through the Settings > Notification Server >
Site Server Settings menu of the Symantec Management Console. In the Site Management
Setting up preboot environment 85
About NBS General Settings

tree, on the left pane, click Settings > Network Boot Service folder. This folder displays the
Advanced folder and the Settings folder.
The Advanced folder contains predefined filters that help you know the NBS installation details
for the site servers of your network.
The filters of the Advanced folder are as follows:
■ Computers with Deleted Network Boot Service entries
This filter lists the site servers on which NBS was installed but is removed currently.
■ Computers with NBS Site Service installed
This filter lists the site servers on which NBS is installed.
■ NBS Potential Site Servers
This filter displays the site servers on which NBS can be installed.
■ NBS Site Service Assigned
This filter lists the site servers on which you enabled the NBS policy but is yet to install.
The Settings folder lets you configure NBS after you install the policy on the site servers.
The configurable options of NBS are as follows:
■ NBS General Settings
This configurable setting is about configuring client computers to boot in preboot environment
using PXE image. You can configure the setting to be applied to one or more site servers.
See “About NBS General Settings ” on page 85.
You can also configure these settings from the Settings > Deployment > NBS General
Settings dialog box of the console.
■ NBS Global Settings
This configurable setting is applied to all the site servers.
See “About filtering computers through NBS Global Settings ” on page 86.
You can also configure these settings from the Settings > Deployment > NBS Global
Settings dialog box of the console.
The status of the NBS that is installed on a site server is displayed in the Site Management
-> Site Servers -> [Site Server Name] ->Services pane. The red, yellow, and green colors
indicate the normal state, warning state, and error state, respectively of the service. Expand
Services > Network Boot Service node to view the details about the service.
See “Configuring and filtering computers to boot with PXE ” on page 88.

About NBS General Settings


The NBS General Settings option of the Network Boot Service (NBS) lets you configure one
or more site servers with preboot configuration settings. The preboot configuration settings
are required to configure the client computers to boot in the pre-OS or preboot environment
Setting up preboot environment 86
About filtering computers through NBS Global Settings

using a PXE image or NetBoot image. A PXE image is related to the Windows or Linux preboot
environments whereas a NetBoot image is related to the Mac environment. Computers of UEFI
architecture can boot in the preboot environment using the x64-bit PXE image of Windows.
Deployment Solution categorizes preboot configuration settings for unknown computers,
managed computers, and predefined computers.
The NBS General Settings configuration is applicable only when NBS is installed on the site
server and the service is enabled.
See “Installing Network Boot Service on site server” on page 35.
You can access the NBS General Settings option from the following menus of the console:
■ Settings > Notification Server >Site Server Settings
In the Site Management view pane, access Settings > Network Boot Service > Settings
> NBS General Setting.
■ Settings > Deployment > NBS General Settings
See “Configuring and filtering computers to boot with PXE ” on page 88.
See “About Network Boot Service” on page 84.

About filtering computers through NBS Global


Settings
Deployment Solution lets you filter client computers based on their MAC addresses for applying
the Network Boot Service (NBS) settings on them. The NBS settings when applied on the
client computers boot them to the preboot environment using the PXE image. This NBS setting
configuration can be performed through the Settings > Deployment > NBS General Settings
menu, while the filter configuration settings can be performed through the Settings >
Deployment > NBS Global Settings menu of the console. The NBS Global Settings
configuration is applicable to all the NBS site servers.
You can also access the NBS Global Settings dialog box from the Settings > Notification
Server >Site Server Settings menu. In the Site Management pane, access Settings >
Network Boot Service> Settings folder.
The fields and descriptions of the NBS Global Settings dialog box are as follows:
Setting up preboot environment 87
Configuring the preboot environment

Table 4-1 NBS Global Settings

Field Description

Apply NBS settings immediately Check this option if you want to apply the NBS Global Settings policy
immediately on all the NBS site servers.

By default, this option is unchecked and so this policy runs as per


the default time set for the Symantec Management Platform (SMP).

MAC Address Filter Lets you filter client computers based on their MAC address and
choose whether to configure them with NBS settings or not.

Check Apply MAC Address Filter if you want to apply the MAC filter
for the client computers.

If you check this option, you must select either of the following:

■ Service Network Boot clients with following MAC addresses


only
Lets you filter the client computers based on their MAC addresses
to which the NBS site server must respond. The NBS site server
is configured to respond to the client computers and boot them
either with PXE image or with NetBoot image. The NetBoot image
is created for Mac OS computers using the BSDP protocol.
You must click Add to specify the MAC address of either a single
client computer or the range of MAC addresses of the client
computers.
■ Do not service Network Boot clients with following MAC
addresses
Lets you filter the client computers based on their MAC addresses
for which you do not want the NBS site server to respond.
You must click Add to specify the MAC address of either a single
client computer or the range of MAC addresses of the client
computers.

Save changes Click this button to save the configuration changes that you made.

See “About NBS General Settings ” on page 85.


See “Configuring and filtering computers to boot with PXE ” on page 88.

Configuring the preboot environment


You configure a preboot environment in which client computers can boot using a PXE image
and then execute the deployment tasks that are configured for the computers.
The process for configuring the preboot environment includes the following tasks:
Setting up preboot environment 88
Configuring the preboot environment

Configure PXE using Network Boot The Preboot eXecution Environment (PXE) configuration setup task
Service is contained in the Network Boot Service (NBS) that you deploy on
a site server.

NBS contains the PXE service, SymantecNetworkBootServicePxe


for Windows and Linux computers and BSDP for Mac computers.
The service runs on the site server after NBS is installed and
enabled on the site server computer. This PXE service initiates the
Windows and Linux client computers to boot with the PXE image
and the Mac computers to boot with the Netboot image. The images
are configured through the Manage Preboot Configurations dialog
box of the console.

See “Configuring and filtering computers to boot with PXE ”


on page 88.

See “Configuring NBS for Mac computers” on page 176.

Create a preboot configuration You can create a preboot configuration for creating a PXE image
and a preboot installation file.

See “Editing and deleting preboot configurations” on page 104.


See “Configuring the initial deployment settings” on page 205.

Configuring and filtering computers to boot with PXE


The Network Boot Service (NBS) component of Deployment Solution comprises the PXE/BSDP
service, SymantecNetworkBootService(PXE and BSDP), which is used to boot client computers
to the preboot environments. The Windows and Linux client computers use the PXE service
whereas the Macintosh computers use the Boot Service Discovery Protocol (BSDP) service
to boot in the preboot environments.NBS must be installed on the site servers and configured
with PXE image of Windows and Linux or Netboot image of Mac to boot the computers to the
preboot environment.
You must configure NBS based on the type of computers that you want to boot to the preboot
environments. The types of computers that Deployment Solution addresses are unknown
computers, predefined computers, or managed computers. Based on the operating system
and the type of computer, you must configure the NBS settings. You can also configure to
filter the client computers based on their MAC address to which the NBS site servers must
respond.

Note: The client computer must be installed with Microsoft XML Core Services (MSXML) 6.0
before you install NBS on the site server.
Setting up preboot environment 89
Configuring the preboot environment

To configure the Network Boot Service settings


1 In the Symantec Management Console, select the Settings > Deployment > NBS
General Settings menu.
You can also access this menu from Settings > All Settings. In the All Settings tree
pane, select Notification Server > Site Server Settings > Network Boot Service.
2 In the NBS General Settings dialog box, configure the settings for the type of client
computers you want.
You can configure the NBS General Settings for the following types of client computers:
■ Unknown computers of Windows OS or Linux OS
See “Configuring Network Boot Service for unknown computers ” on page 89.
■ Predefined computers of Windows OS or Linux OS
See “Configuring Network Boot Service for predefined computers” on page 92.
■ Managed computers of Windows OS or Linux OS
See “Configuring Network Boot Service for managed computers” on page 94.
■ Mac client computers
See “Configuring NBS for Mac computers” on page 176.

3 Click Save changes.


To filter computers to boot with PXE
1 In the Symantec Management Console, select the Settings > Deployment > NBS
Global Settings menu.
You can also access this menu from Settings > All Settings. In the All Settings tree
pane, select Notification Server > Site Server Settings > Network Boot Service.
2 In the NBS Global Settings dialog box, configure the settings to filter the client computers
based on the MAC addresses.
See “About filtering computers through NBS Global Settings ” on page 86.
See “Configuring the initial deployment settings” on page 205.
See “Installing Network Boot Service on site server” on page 35.
See “About PXE configuration using Network Boot Service” on page 83.
See “Configuring NBS for Mac computers” on page 176.

Configuring Network Boot Service for unknown computers


After an unknown computer is added to a network, you must boot the computer in the preboot
environment. To boot computers in the preboot environment, you must install the Network
Setting up preboot environment 90
Configuring the preboot environment

Boot Service (NBS) on a site server and configure the site server with the NBS settings for
unknown computers.
To configure site server with NBS settings for unknown computers
1 In the Symantec Management Console, click Settings >Deployment > NBS General
Settings.
2 In the NBS General Settings dialog box, for the Network Boot Service Configuration,
configure the settings for the unknown client computers.

Network Boot Service Lets you configure the Network Boot Service (NBS) for a site
Configuration server.

To enable or disable the policy, you must select the Turn On


or Turn Off icons on the right side of the dialog box or page.

Apply NBS settings immediately Check the option if you want to apply the NBS policy
immediately on the site servers.

If the option remains unchecked then the NBS configurations


changes are applied as per the schedule set in the Symantec
Management Agent (SMA) for rolling out policies.

Enable the NBS service Check the NBS service to enable the service on the site server.

By default, this option is checked.

Reset button Lets you restore the previous configuration that you performed
for the NBS site server.

3 In the NBS General Settings dialog box, for the PXE menu (Windows/Linux) tab of the
Initial Deployment (Unknown Computer) Menu, specify the following:
Lets you select the PXE image to deploy on a Windows or Linux client computer.
The fields for the tab are as follows:
■ Respond to unknown computers
Check this option if you want to respond to the unknown computers to configure them
to boot in the preboot environment using a PXE image.
■ PXE boot image
Select the PXE image that you want to use to boot the unknown client computers in
the preboot or automation environment.If you do not want to boot using a PXE image,
you can select, Next Device (BIOS/EFI) mode of booting option for the client computer.
Based on whether the default boot option of the client computer is set to BIOS or EFI,
the computer boots to the preboot environment. The potential boot devices of BIOS
are CD, disk, and so on. Computers of UEFI architecture can boot in the preboot
environment using the x64-bit PXE image of Windows.
Setting up preboot environment 91
Configuring the preboot environment

For the PXE image, select any of the following architectures from the drop-down list:
■ Auto
Select this option if you want to boot the client computer based on the computer's
processor architecture. For example, if you have a client computer whose processor
type is x64 but the installed operating system is x86 of Windows 7, then the Auto
option boots the computer in x64 architecture mode and not in x86 mode.
The Auto option can be useful if you have created a common PXE image for both
x86 and x64 architectures or want to boot a computer as per the processor
architecture irrespective of the OS architecture. You create PXE images through
the Manage Preboot Configuration dialog box of the console.
■ x86
Select this option if the PXE image that you have created is for the x86 architecture
of the operating system.
■ x64
Select this option if the PXE image that you have created is for the x64 architecture
of the operating system.

Configure the schedule of the network boot menu through the following:
■ Run default boot option immediately
Select this option if you want to deploy the PXE boot image immediately after you
select the image in the drop-down list.
■ Wait indefinitely for user selection
Select this option if you want to manually select and deploy the PXE boot image from
the network boot menu. The network boot menu appears on the unknown computer.
■ Run default boot option after
Select this option if you want to deploy the PXE boot image after the time period that
you specify in the text box. After the time out, the client computer boots to the PXE
image that you have selected. Press F8 to invoke the network boot menu to deploy
the PXE boot image on the client computer.

4 Click Save changes.


5 Again, in the console, click the Settings >Deployment > NBS Global Settings menu.
This is an optional step.
See “About filtering computers through NBS Global Settings ” on page 86.
6 In the NBS Global Settings dialog box or pane, click Save Changes.
If you are reading this procedure as a part of a process, return to the process by clicking
on the following link:
See “Preparing unknown computers to boot with WinPE image ” on page 54.
Setting up preboot environment 92
Configuring the preboot environment

See “Booting an unknown Mac computer in NetBoot environment” on page 58.

Configuring Network Boot Service for predefined computers


Predefined computers of Deployment Solution are those computers whose details are added
to the Notification Server even before the computers are added to the network. The specific
computer details that qualify a client computer as predefined computer are, computer name,
MAC address, Serial number, UUID and so on. Deployment Solution's filter criteria resolves
an unknown computer as a predefined computer based on these computer details that are
added to the Notification Server. You can add the computer details through the Settings >
Deployment > Predefined Computers menu of the console.
To boot a predefined computer in the preboot environment, you must do the following:
■ Create and configure a preboot environment through the Settings > Deployment > Manage
Preboot Configurations menu.
■ Configure a site server with the Network Boot Service (NBS) settings of predefined
computers
For Windows, after the client computers boot to the preboot environment, you can configure
the initial deployment job that executes on the computers. The initial deployment job menu
contains the tasks that you configure through the Settings > Deployment > Initial Deployment
Settings > Redeployment (Managed Computer) Menu menu to execute on the client
computers.
Setting up preboot environment 93
Configuring the preboot environment

To configure NBS settings for predefined computers


1 In the Symantec Management Console, click Settings >Deployment > NBS General
Settings.
2 In the NBS General Settings dialog box, for the Network Boot Service Configuration,
configure the settings for the predefined client computers.

Network Boot Service Lets you configure the Network Boot Service (NBS) for a site
Configuration server.

To enable or disable the policy, you must select the Turn On


or Turn Off icons on the right side of the dialog box or page.

Apply NBS settings immediately Check the option if you want to apply the NBS settings
immediately on the site servers.

If the option remains unchecked then the NBS configurations


changes are applied as per the schedule set in the Symantec
Management Agent (SMA) for rolling out policies.

Enable the NBS service Lets you start or stop the PXE service on the NBS site servers.

By default, this option is checked.

For the Mac computers, you can enable or disable the Mac
Netboot BSDP service on the NBS site servers through Enable
Mac Netboot (BSDP) support option.

Reset button Lets you restore the previous NBS settings that you configured
in the dialog box.

3 In the NBS General Settings dialog box, for the Redeployment (Predefined Computer)
Menu, select PXE menu (Windows/ Linux) tab.
Configure the following settings:
■ Respond to Predefined computers
Check this option if you want to respond to the predefined client computers.
■ PXE boot image
Select the PXE or preboot image that you have configured to boot the predefined
computers in the preboot environment. If you do not want to boot using a PXE image,
you can select, Next Device (BIOS/EFI) . The potential booting devices of BIOS are
CD, hard disk, and so on. Based on whether the default boot option of the client
computer is set to BIOS or EFI, the computer boots to the preboot environment.
Computers of UEFI architecture can boot in the preboot environment using the x64-bit
preboot or PXE image of Windows.
For the PXE image, select any of the following architectures from the drop-down list:
Setting up preboot environment 94
Configuring the preboot environment

■ Auto
This option is displayed if a preboot configuration is created for both x86 and x64
architectures and selects the appropriate configuration as per the architecture of
the client computer. For example, if you have a client computer whose processor
type is x64 but the installed operating system is Windows 7 x86, then the Auto
option boots the computer in x64 architecture.
■ x86
Select this option if the PXE image that you have created is for the x86 architecture
of the operating system.
■ x64
Select this option if the PXE image that you have created is for the x64 architecture
of the operating system.

■ Prompt
Configure this option to change the default prompt for F8 when booting the computer
in the preboot environment. You can enter a message in the textbox that you want to
display on the client computer. After the message appears in the client computer, you
can press F8 to invoke the network boot menu. Select the option, Continue
immediately if you want to deploy the PXE boot image immediately after you select
the boot image or select, Continue after to invoke the boot menu after the time period
that you specify.

4 Click Save changes.


If you are reading this procedure as a part of a process, return to the process by clicking
on the following link:
See “Preparing predefined computers to boot with WinPE image ” on page 64.
See “About predefined computers in Deployment Solution” on page 48.
See “Configuring NBS for Mac computers” on page 176.

Configuring Network Boot Service for managed computers


Deployment Solution has provision to redeploy a Windows, Linux, or Mac managed computer
to a preboot environment. Redeployment of a managed computer facilitates you to install a
new operating system or a driver on the computer. Before you redeploy the managed computer,
you must configure the site server on which the Network Boot Service (NBS) is installed.
See “Installing Network Boot Service on site server” on page 35.
After the Windows client computers boot to the preboot environment, you can configure the
initial deployment job to execute on the computers. The initial deployment job menu contains
the tasks that you configure through the Settings > Deployment > Initial Deployment Settings
menu to execute on the client computers.
Setting up preboot environment 95
Configuring the preboot environment

To configure site server with NBS settings for managed computers


1 In the Symantec Management Console, click Settings >Deployment > NBS General
Settings.
2 In the NBS General Settings dialog box, for the Network Boot Service Configuration,
configure the settings for the managed client computers.

Network Boot Service Lets you configure the Network Boot Service (NBS) for a site
Configuration server.

To enable or disable the policy, you must select the Turn On or


Turn Off icons on the right side of the dialog box or page.

Apply NBS settings Check the option if you want to apply the NBS policy immediately
immediately on the site servers.

If the option remains unchecked then the NBS configurations


changes are applied as per the schedule set in the Symantec
Management Agent (SMA) for rolling out policies.

Enable the NBS service Check the NBS service to enable the service on the site server.

By default, this option is checked.

Reset button Lets you restore the previous configuration that you performed for
the NBS site server.

3 In the NBS General Settings dialog box, for the Redeployment (Managed Computer)
Menu configure the following settings:
This option lets you select the PXE image to deploy on a Windows or Linux managed
client computer.
The various options to configure are as follows:
■ Respond to Managed computers
Check this option if you want to respond to the managed client computers to configure
them to boot in the preboot environment using a PXE image.
■ PXE image
Select the PXE image that you want to use to boot the predefined client computers in
the preboot environment. If you do not want to boot using a PXE image, you can select,
Next Device (BIOS/EFI) mode of booting option for the client computer. Based on
whether the default boot option of the client computer is set to BIOS or EFI, the
computer boots to the preboot environment. The potential boot devices of BIOS are
CD, disk, and so on. Computers of UEFI architecture can boot in the preboot
environment using the x64-bit PXE image of Windows.
For the PXE image, select any of the following architectures from the drop-down list:
Setting up preboot environment 96
Configuring the preboot environment

■ Auto
Select this option if you want to boot the client computer based on the computer's
processor architecture. For example, if you have a client computer whose processor
type is x64 but the installed operating system is x86 of Windows 7, then the Auto
option boots the computer in x64 architecture mode and not in x86 mode.
The Auto option can be useful if you have created a common PXE image for both
x86 and x64 architectures or want to boot a computer as per the processor
architecture irrespective of the OS architecture. You create PXE images through
the Manage Preboot Configuration dialog box of the console.
■ x86
Select this option if the PXE image that you have created is for the x86 architecture
of the operating system.
■ x64
Select this option if the PXE image that you have created is for the x64 architecture
of the operating system.

■ Prompt
Configure the option to display the prompt message on the client computer to display
the network boot menu. You can enter a message in the textbox that you want to
display on the client computer. After the message appears in the client computer, you
can press F8 to invoke the network boot menu. Select the option, Continue
immediately if you want to deploy the PXE boot image immediately after you select
the boot image or select, Continue after to invoke the boot menu after the time period
that you specify.

4 Click Save changes.


5 Again, in the console, click the Settings >Deployment > NBS Global Settings menu.
This step is optional.
See “About filtering computers through NBS Global Settings ” on page 86.
6 In the NBS Global Settings dialog box or pane, click Save Changes.
If you are reading this procedure as a part of a process, return to the process by clicking
on the following link:
See “Booting managed Windows computer with WinPE image” on page 74.
See “Configuring the initial deployment settings” on page 205.

Creating preboot configuration for Windows


Deployment Solution lets you create Windows preboot environments. The preboot configuration
is required to boot client computers in the preboot environment or the pre-OS state. Deployment
Setting up preboot environment 97
Configuring the preboot environment

Solution lets you create two types of preboot environments for Windows operating system
such as PXE and automation.
The PXE environment lets you boot a client computer in the preboot environment using a PXE
image over a network. A PXE image is saved on the site server where the Network Boot
Service (NBS) is installed. Deployment Solution lets you configure the WinPE image using the
Manage Preboot Configurations option from the console. Enable the NBS policy on the site
server before you configure the WinPE image. If you configure a WinPE image before installing
the NBS on a site server, then you have to recreate the environment. Every time a WinPE
image is configured and saved, Notification Server (NS) distributes the image to all the NBS
site servers of a network.
Deployment Solution lets you create preboot configurations for the following versions of WinPE:
■ WinPE 3.1
■ WinPE 4.0
■ WinPE 5.x
It includes WinPE 5.0 or WinPE 5.1
■ WinPE 10 (From 8.0 HF 2)
To create a preboot configuration, you must first download and install the Windows AIK or the
Windows ADK kit based on the Windows preboot environment. After the WAIK folder is created,
you must import the AIK or the ADK into Deployment Solution.

Note: In case of a hierarchy setup and multiple WinPE, Symantec recommends that same
version of WinPE is installed on the parent notification server and the child notification server
before the replication of the preboot configuration.

■ For WinPE 3.1, you must also download and install the Windows AIK for Windows 7. After
you install the Windows AIK for Windows 7, follow the Windows AIK Supplement for
Windows 7 SP1 instructions to create the preboot environment for WinPE 3.1.
■ For WinPE 4.0, you must download and install the Windows ADK for Windows 8.
■ For WinPE 5.1, after you download and install the Windows ADK for Windows 8.1 Update,
you must also execute the steps that are mentioned in the article WinPE 5.0 to WinPE 5.1.
Follow the following URL:
http://technet.microsoft.com/en-in/library/dn613859.aspx
If you do not follow the steps then by default the WAIK folder is created for WinPE 5.0.
■ For WinPE 10, download and install Windows ADK for Windows 10.
Remove the older ADK's from the computer by running the older ADK setup file from other
ADK's.
Setting up preboot environment 98
Configuring the preboot environment

Note: Microsoft does not allow multiple ADKs on the same computer.

Note: If Windows ADK (8.0/8.1) and the Windows AIK are installed together on the Notification
Server computer before the installation of Deployment Solution, the WAIK folders for both the
ADK and AIK are created, however the PEInstall for the higher version will be created.

How to change a preboot configuration?


Follow the following steps to change from one WinPE to another WinPE:
To change a preboot configuration
1 In the Symantec management console, navigate to Settings > Deployment > Manage
Preboot Configurations.
2 In the Preboot Configurations dialog box, under Windows Environment Settings, next
toSelect WinPE version for Preboot Environment, in the drop-down menu, select the
WinPE version, perform the required configuration steps, and then click Apply.
3 Under Policy Rules/Actions, select PEInstall, and then click Recreate Preboot
Environment.
An automation environment is created when you install an Automation Folder containing the
WinPE package on a client computer. To install an Automation Folder, you must enable the
Deployment Automation folder for Windows (x64) -Install or the Deployment Automation
folder for Windows (x86) -Install policy through the console. By default, Deployment Solution
creates a PEInstall folder for Windows computers. For Windows, you can create automation
folders of either or both x86 and x64 architectures. These automation folders are created on
the Notification Server computer and are installed on the client computers after you enable
the predefined deployment Automation Folder Plug-in policy through the Symantec
Management Console. Deployment Solution lets you create and use Windows x64-bit PXE
image to boot UEFI computers in preboot environment.
You can add a new driver to an existing preboot configuration. After you add the driver, you
must recreate that preboot configuration using the Recreate Preboot Environment option
from the Preboot Configuration page.
To use the preboot configuration, disable the administrative rights and the User Account Control
(UAC) settings.
You can access either of the following menus to create and configure a preboot environment:
■ Settings > Deployment > Manage Preboot Configuration
■ Settings > All Settings > Deployment > Preboot Configuration
Setting up preboot environment 99
Configuring the preboot environment

To create a preboot configuration


1 In the Symantec Management Console, on the Settings menu, click Deployment >
Manage Preboot Configurations.
2 On the Preboot Configurations page, configure the following preboot configuration
options:

Settings ■ View and use the default Notification Server


communication profile.
■ To change the profile, click the Edit icon, and
then in the Select Communication Profile
for Symantec Management Agent dialog
box, do the following:
■ Select a communication profile from the
list of available Notification Server
communication profiles.
■ Specify HTTP or HTTPs connection
protocol.
■ Click OK.
■ Next to Windows Agent log level, view and
configure the log level that is associated with
the Windows Agent log messages.

Click Apply each time after you change the


communication profile or Windows Agent log level
to save the configurations in the database.
Note: If you edit the configured communication
profile or the logging configuration, you need to
reapply the profile settings and rebuild the WinPE
images on the PXE server. You do not need to
rebuild any automation folders for Windows.

Windows Environment Settings Next to Select WinPE version for Preboot


Environment, in the drop-down menu, select the
WinPE version for which you want to create
Windows preboot configuration, perform the
required configuration steps, and then click Apply
to save the configurations in the database.

Policy Rules/Actions View and configure options for preboot


configuration on PXE servers according to your
needs.

See “Preparing unknown computers to boot with WinPE image ” on page 54.
Setting up preboot environment 100
Configuring the preboot environment

See “About types of boot environments in Deployment Solution” on page 24.

Customizing preboot background image manually


Deployment Solution has the provision to customize the preboot background screen image
manually. You can now replace the background screen image displayed in WinPE preboot
environment.
To replace the background screen image manually
1 Create two background graphic images in the .bmp format and of 640x480 or 800x600
pixels in resolution.
One image must be for the unlocked WinPE preboot environment and the other for the
WinPE preboot environment in which the keyboard and mouse are locked.
2 Name the files as winpe.bmp and winpe-lock.bmp and place them in the following
directories
■ \bootwiz\oem\ds\winpe2\x86\optional\boot
■ \bootwiz\oem\ds\winpe2\x64\optional\boot
Ensure that you place the files both on the computer on which Symantec Management
Platform is installed and on the site servers.

Creating preboot configuration for Linux


Deployment Solution lets you create Linux preboot environments. The preboot configuration
is required to boot client computers in the preboot environment or the pre-OS state. Deployment
Solution lets you create two types of preboot environments for Linux operating system such
as PXE and automation.
The PXE environment lets you boot a client computer in the preboot environment using a PXE
image over a network. A PXE image is saved on the site server on which the Network Boot
Service (NBS) is installed. Deployment Solution lets you configure the LinuxPE image using
the Manage Preboot Configurations option of the console. Ensure that the NBS policy is
enabled on the site server before you configure the LinuxPE image. If you configure a LinuxPE
image before installing the NBS on a site server, then you have to recreate the environment.
Every time a LinuxPE image is configured and saved, the Notification Server (NS) distributes
the image to all the NBS site servers of a network.
An automation environment is created when you install an Automation Folder containing the
LinuxPE package on a client computer. To install an Automation Folder, you must enable the
Deployment Automation folder for Linux -Install policy through the console. By default,
Deployment Solution creates LinInstallfolder for Linux computers. The automation folder is
created on the Notification Server computer and is installed on the client computers after you
enable the predefined deployment Automation Folder Plug-in policy through the console.
Setting up preboot environment 101
Configuring the preboot environment

You can add a new driver to an existing preboot configuration. After you add the driver, you
must recreate that preboot configuration using the Recreate Preboot Environment option of
the Preboot Configuration dialog page.
To use the preboot configuration, you must have the administrative rights and the User Account
Control (UAC) settings disabled.
You can access either of the following menus to create and configure a preboot environment:
■ Settings > Deployment > Manage Preboot Configuration
■ Settings > All Settings > Deployment > Preboot Configuration
To create a preboot configuration
1 Launch the Symantec Management Console.
2 In the Symantec Management Console, on the Settings menu, click Deployment >
Manage Preboot Configurations.
3 In the Manage Preboot Configurations dialog box, click Add.
4 In the Add Preboot Configurations dialog box, enter the name and description of the
preboot configuration.

Operating System Select Linux operating system.

Architecture Select the x86. The x86 Linux preboot


configuration can be deployed on both x86-bit
client computers as well as x64-bit client
computers.

OEM extensions Select DS Agent as the OEM agent .


Setting up preboot environment 102
Configuring the preboot environment

Select which preboot environments to build Select the type of preboot environment you want
to configure.
You can select from the following:

■ PXE
This preboot configuration can be accessed
only from the Network Boot Service (NBS)
server. Only the client computers that are
configured to boot to and from their network
card can access the configuration.
■ Automation Folder
This preboot configuration can be installed
on the client computers by using policies. You
can access these policies from Settings >
Agent/Plug-ins > Deployment.
■ Both PXE and Automation Folder
This option creates both types of
configuration.

5 On the Add Preboot Configurations page, click OK.


6 On the Preboot Configurations page, click Save changes.

Creating preboot configuration for Mac


Deployment Solution lets you create Mac preboot environments. The preboot configuration is
required to boot client computers in the preboot environment or the pre-OS state. Deployment
Solution lets you create two types of preboot environments for Mac operating system such as
NetBoot environment and NetInstall environment.
For Mac, you create NetBoot environment using the images that are created before creating
the preboot environment. The NetBoot environment is used to boot the client computer in
preboot environment. You can also create a NetInstall environment to boot client computers
in the preboot environment and install Mac OS without manual intervention using the Mac
configuration file.
See “Creating and modifying NetBoot images” on page 170.
To use the preboot configuration, you must have the administrative rights and the User Account
Control (UAC) settings disabled.
You can access either of the following menus to create and configure a preboot environment:
■ Settings > Deployment > Manage Preboot Configuration
■ Settings > All Settings > Deployment > Preboot Configuration
Setting up preboot environment 103
Configuring the preboot environment

To create a preboot configuration


1 In the Symantec Management Console, on the Settings menu, click Deployment >
Manage Preboot Configurations.
2 In the Manage Preboot Configurations dialog box, click Add.
3 In the Add Preboot Configurations dialog box, enter the name and description of the
preboot configuration.

Operating system Select Mac operating system.

OEM extensions Select DS Agent as the OEM agent .

Select Mac Preboot Environment to upload These options are available when you select Mac
as the operating system.

You can select either of the following:

■ NetBoot
You can create a NetBoot configuration
environment by selecting NetBoot.
■ NetInstall
You can create a NetInstall configuration
environment by selecting NetInstall.

Browse and select the NetBoot or NetInstall folder


(<name>.nbi ) by clicking on the folder icon. To
select a folder that is placed on a UNC location
use,
\\<ipaddress>\<shared folder> in the File Name.

4 On the Add Preboot Configurations page, click OK.


5 On the Preboot Configurations page, click Save changes.
Creating preboot configuration for Mac
See “Configuring NBS for Mac computers” on page 176.

Customizing background image for Mac automation environment


manually
Deployment Solution lets you customize the background screen image that is displayed in the
automation environment manually. By default, the background image displays the Deployment
Solution automation background image.
To change the desktop background image, refer to support.apple.com.
Setting up preboot environment 104
Configuring the preboot environment

Editing and deleting preboot configurations


Deployment Solution lets you edit or delete the preboot configurations that you have created.
You cannot edit the default preboot configurations, LinInstall, and PEInstall of Linux and
Windows operating systems respectively. If you create a preboot configuration for WinPE,
then you can edit only the architecture and can switch the environments. If you create a preboot
environment for Linux, then you can edit the OEM extensions, and can switch to different
environments. If you create a preboot configuration for Mac, then you can edit to upload a
different NetBoot image.
To edit preboot configurations
1 In the Symantec Management Console, on the Settings menu, click Settings >
Deployment > Manage Preboot Configurations.
2 On the Preboot Configurations page, select the preboot configuration to edit from the
listed configurations and click the edit icon.
3 On the Edit Preboot Configuration page, make the required changes.
Consider the following while editing the preboot configurations:
■ If Both PXE and Automation folder option was selected earlier, then the options to
select PXE and Automation folder is disabled.
■ If both the Architecture, x86 and x64, were selected earlier, then the options to select
a single architecture is disabled.
■ The operating system once selected cannot be edited.

4 Click OK to save the changes.


To delete preboot configurations
1 In the Symantec Management Console, on the Settings menu, click Settings >
Deployment > Manage Preboot Configurations.
2 On the Preboot Configurations page, select the preboot configuration to delete from the
listed configurations and click the delete icon.
3 Click OK to confirm to delete the preboot configuration.
4 Click Save changes.
See “Configuring the preboot environment” on page 87.
Chapter 5
Imaging computers
This chapter includes the following topics:

■ Creating and Deploying a Windows disk image

■ Creating and deploying Linux disk images

■ Creating and deploying Mac images

■ About image resources

■ About disk image packages

■ Preparing to capture an image

■ Restoring a backup image

■ Importing images using Resource Import tool

■ How to image a Windows 10 (1607) Anniversary update computer?

Creating and Deploying a Windows disk image


When you perform the Create Image task with Disk Image as the option, a Symantec
Management Platform package is created for the captured disk image. The Disk image is
stored on the Deployment share of the site server on which the Package Service runs. Each
image is stored in a separate folder and has a GUID. Information about the image is also
stored in the CMDB as an image resource. You can use this package to distribute the image
to other Package Servers
To view the disk image packages navigate to Settings > All Settings > Deployment > Disk
Images menu.
Symantec recommends that you run the Prepare for Image capture task before you create
the disk images. For Windows disk images, use the Sysprep utility that prepares the computer
for creating the disk image that can be deployed on multiple computers. You can create a
Imaging computers 106
Creating and Deploying a Windows disk image

Windows disk image and deploy a Windows disk image only when the computer is in the PXE
environment or the automation environment
The following tables list the process of creating a Windows image of a client computer and
deploying a Windows image on a client computer:
■ Creating a Windows image of a client computer
See Table 5-1 on page 106.
■ Deploying a Windows image on a client computer
See Table 5-2 on page 108.
Following are the steps that you must follow to create an image of a Windows client computer:

Table 5-1 Process for creating an image of a Windows client computer

Step Action Description

Step 1 Launch the Console Launch the Symantec Management Console.

You can launch the console either from the


Start menu of the Notification Server computer
or from any computer of the network. To
access the console from a different computer,
you must type the following:

http://<IP address of NS>/altiris/console

Step 2 Prepare a reference computer for imaging. Prepare the reference computer that contains
the core software and settings that you want
to be replicated on other computers.

For Windows XP and Windows 2003, install


the Sysprep files on the reference computer.
Copy the support\tools\deploy.cab file
from your Windows XP installation disk or
service pack.

See “Configuring the Sysprep imaging”


on page 110.
Imaging computers 107
Creating and Deploying a Windows disk image

Table 5-1 Process for creating an image of a Windows client computer (continued)

Step Action Description

Step 3 Create a client job for the deployment tasks To create a client job, right-click on the
in the console Deployment folder and select New > Client
Job menu. By default, a job of the name New
Client Job is created that you can rename
appropriately.

Navigate to the Manage > Jobs and Tasks


menu of the console and create a client job
for the Deployment folder.

To create a client job, right-click on the


Deployment folder and select New > Client
Job menu. By default, a job of the name New
Client Job is created that you can rename
appropriately.

Step 4 Execute the Prepare for Image capture task Run the Prepare for Image capture task if
you want to perform Sysprep imaging and use
the Include DeployAnywhere for hardware
independent imaging option for the Deploy
Image task. The Prepare for Image capture
task ensures that the captured image does
not contain any hardware-dependent data.
You can then deploy a hardware independent
image on other computers.
Note: If you deploy a disk image using the
Include DeployAnywhere for hardware
independent imaging option and you have
not performed the Prepare for Image capture
task, the client computer image gets
corrupted.

See “Configuring the Sysprep imaging”


on page 110.

See “Preparing to capture an image”


on page 136.
Imaging computers 108
Creating and Deploying a Windows disk image

Table 5-1 Process for creating an image of a Windows client computer (continued)

Step Action Description

Step 5 Create an image of the client computer Run the Create Image task to create the disk
image of the reference computer.

You can either run the task immediately by


using the Quick Run option of the task that
you have saved or you can schedule the task
to run later on the reference computer.

See “Creating a Windows image” on page 111.

See “Scheduling a deployment job or task”


on page 196.

Following are the steps that you must follow to deploy a Windows image on a client computer:

Table 5-2 Process for deploying an image of a Windows client computer

Step Action Description

Step 1 Launch the Console Launch the Symantec Management Console.

You can launch the console either from the


Start menu of the Notification Server computer
or from any computer of the network. To
access the console from a different computer,
you must type the following:

http://<IP address of NS>/altiris/console

Step 2 Boot the client computer to Automation Boot the client computer to Automation
environment environment using the Boot To task.

See “Creating a Boot To task” on page 197.


Imaging computers 109
Creating and Deploying a Windows disk image

Table 5-2 Process for deploying an image of a Windows client computer (continued)

Step Action Description

Step 3 Create a client job for the deployment tasks To create a client job, right-click on the
in the console Deploymentfolder and select New > Client
Job menu. By default, a job of the name New
Client Job is created that you can rename
appropriately.

Navigate to the Manage > Jobs and Tasks


menu of the console and create a client job
for the Deploymentfolder.

To create a client job, right-click on the


Deployment folder and select New > Client
Job menu. By default, a job of the name New
Client Job is created that you can rename
appropriately.

Step 4 Deploy the image on the client computer Create a Deploy Image task for the target
client computers.

You can specify the Sysprep-enabled image


that you captured to be deployed on the target
client computers.

You can either execute the task immediately


by using the Quick Run option of the task that
you have saved or you can schedule the task
to be executed later on the reference
computer.

See “Deploying a Windows image”


on page 114.

See “Scheduling a deployment job or task”


on page 196.

Step 5 Boot the client computer to Production Boot the client computer to production
environment environment using the Boot To task.

See “Creating a Boot To task” on page 197.

See “Configuring the Sysprep imaging” on page 110.


See “Restoring a backup image” on page 139.
Imaging computers 110
Creating and Deploying a Windows disk image

Configuring the Sysprep imaging


The System Preparation Tool (Sysprep) is a Microsoft utility that prepares computers for
Windows OS deployments. All versions of Windows OS that are released after Windows XP
and Windows 2003 include Sysprep files as part of the OS installation. The Sysprep Imaging
Configuration dialog box lets you configure Deployment Solution to use the sysprep files to
execute the Prepare for Image capture task. For this task to work on Windows XP computers,
you must upload the deploy.cab file to Deployment Solution. The Sysprep imaging is supported
for Windows x86 and x64 only.
When you work with Microsoft domains, each computer must use a unique Windows SID.
SIDs are security IDs that are used with Windows NT or later operating systems. Before you
deploy Windows images, you must remove the existing SID from a computer to avoid causing
network problems. The Prepare for Image capture task automatically strips the SIDs from
each computer using Sysprep. You can then create an image using the Create image task
and deploy the resulting image to multiple computers.

Note: Sysprep disables the built-in administrator account and clears the administrator password
when it prepares a computer for imaging. You might need to change the password on the
client computer before logging on for the first time after deploying an image.

To configure Sysprep imaging


1 In the Symantec Management Console, on the Settings menu, click Deployment >
Sysprep Imaging Configuration.
2 Based on the operating system, under x86 Deploy.cab or x64 Deploy.cab, click Upload
to browse and upload the relevant .cab file.
The fields and their descriptions are as follows:

x86 Deploy.cab Lets you upload the deploy.cab file for the 32-bit Windows
computers.

You must download the x86 deploy.cab file, which is


required for the Sysprep imaging tasks, from the Microsoft
website .

x64 Deploy.cab Lets you upload the deploy.cab file for the 64-bit Windows
computers.

You must download the x64 deploy.cab file, which is


required for the Sysprep imaging tasks, from the Microsoft
website .

3 Click Save changes.


Imaging computers 111
Creating and Deploying a Windows disk image

See “Preparing to capture an image” on page 136.

Creating a Windows image


Deployment Solution lets you create disk images and backup images of Windows client
computers. A disk image is an image that contains the application and settings that are present
on a computer disk. Backup images retain the data and software of a specific computer. A
backup image contains a snapshot of the hard disk of a computer. The difference between a
disk image and a backup image is that a disk image can be used to deploy on multiple client
computers whereas the backup image can be restored only to the computer that it was captured
from. The image has the same name as the computer from which it was captured. You execute
the Create Image task of Deployment Solution to create disk images and backup images.

Note: To create an image, if the Package Server is in a domain different from the SMP domain,
then ensure that you add the SMP users to the Administrator group of the Package Server.
All the users that you add must have read and write permissions on the Package Server.

To create a Windows image


1 In the Symantec Management Console, from the Manage menu select Jobs and tasks.
2 In the left pane, do either of the following:
■ Right-click System Jobs and Tasks and select New > Task.
■ Expand the System Jobs and Tasks and right-click Deployment to select New >
Task.

3 In the Create New Task dialog box, select Deployment > Create Image option.
4 The fields and their descriptions are as follows:

Task name icon Displays the default task name as Create Image.
You can edit the default task name to specify a
relevant task name. For example, Create
Image_Windows XP.

Image name Enter a name for the image to be created.

Image name supports only ASCII characters. If


you use a token for image name, ensure that it
is a valid predefined token. Otherwise, an image
package with a blank name is created, which is
difficult to locate when you want to deploy the
image.

See “About predefined tokens in Deployment


Solution” on page 215.
Imaging computers 112
Creating and Deploying a Windows disk image

Description Lets you enter a description, if required.

Imaging tool You can create disk image and backup image of
Windows client computers using the Ghost tool.
The Ghost imaging tool create disk images with
the default option Balanced for size and speed
mode.

Image type Lets you select the type of image that you want
to capture.
Select from the following types of computer
images:

■ Disk Image
The Disk Image can be deployed on multiple
computers. These images are saved in a
package on the package server and can be
distributed to other package servers.
If you intend to deploy a disk image using the
option Include DeployAnywhere for
hardware independent imaging, ensure that
the Prepare for Image capture task is
executed before the image is created.
Otherwise, the client computer on which this
disk image is deployed might get corrupted.
See “Configuring the Sysprep imaging”
on page 110.
■ Back-Up image
A Back-Up Image contains a snapshot of the
hard disk of a computer. The backup images
retain the data and software of a specific
computer. A backup image can be restored
only to the computer from which the image
was captured. You can restore the image
name same as the computer name if you use
%COMPNAME% token as the image name.
The images cannot be deployed on multiple
computers and cannot be saved in a package
and distributed to other package servers
through the replication process. Back-up
images are created if you want to image only
a data disk, which is a disk without an
operating system or a partition of a data disk.

See “About predefined tokens in Deployment


Solution” on page 215.
Imaging computers 113
Creating and Deploying a Windows disk image

5 On the Create Image page, you can set the Advanced imaging options. Following are
the options that you can set with the description:

Media Determines at what point an image file is split


into multiple files.

When you use Ghost imaging tool to create


image over network such as HTTP or mapped
path of Package Server or SMP, the maximum
span size is 1.99 GB that refers to the zero split
value. Otherwise, the split value that you entered
is considered as the maximum file size. If the split
value is less than 2 GB, the spans of the
requested size are created. For IIS Web servers,
by default, spans of 2 GB are created. For the
servers that are not IIS Web servers, by default
the split size is unlimited. If you specify the split
size as 0 or -, then no spans are created. Only a
single image is created on the Web server.

In case you are aware of any upload file size limit,


you must specify that as maximum file size.

Command-line Lets you add command-line options for the


imaging tool.

For UEFI enabled Dell Precision T7600 computer,


you must use the -fngcc switch to create an
image.

See “About command-line switches” on page 234.


Imaging computers 114
Creating and Deploying a Windows disk image

HTTP Lets you upload and download images through


HTTP Web server.

You need to set up the Internet Information


Services (IIS) Manager to get HTTP imaging to
work. Otherwise, if you try to use HTTP with the
Create Image task, the task fails and returns a
message that the file cannot be created.

Deployment Solution supports both Anonymous


Authentication and Basic Authentication.

For Ghost tool you must add MIME types to the


IIS Manager.

To add the MIME types, navigate to the Internet


Information Services (IIS) Manager and add
the MIME Types for the folder where images are
stored. For the MIME types, enter the File name
extension and the MIME Type.

For the Ghost tool, you must add the following


MIME types:

■ File name extension: .gho and MIME Type:


application/octet-stream
■ File name extension: .ghs and MIME Type:
application/octet-stream

Ghost tool supports the HTTP Web server that


is configured on Windows 2008 IIS 7.5 and on
Windows 2003 server IIS 6.0.

6 Click OK.
If you are reading this procedure as a part of a process, return to the process by clicking
on the following link:
See “Creating and Deploying a Windows disk image” on page 105.
See “Deploying a Windows image” on page 114.
See “Restoring a backup image” on page 139.

Deploying a Windows image


Deployment Solution lets you deploy a standard disk image on client computers using the
Deploy Image task. After you deploy a new image, all the existing data and applications of
the client computer are lost and the computer is restored to the state of the image that you
deploy.
Imaging computers 115
Creating and Deploying a Windows disk image

Note: On Windows Server 2008, you might need to change the password on the client computer
before logging on for the first time after this task runs. Sysprep clears the administrator password
when it prepares a computer for imaging. You can avoid having to manually change the
password by creating a custom answer file. The answer file should include a plain text password.
You can then use the answer file while you deploy your images on remote computers.

Before you perform the Deploy Image task, you must know the following:
■ If the computer has the Deployment plug-in installed, the computer configuration is saved
and restored after the image is applied. The computer configuration contains the computer
name, network settings, and domain.

■ If Initial Deployment is used, you select the configuration settings to apply to the computer
after it is imaged. To deploy a new computer that does not have an operating system, use
Initial Deployment.

■ If the computer is a member of a domain, supply the appropriate credentials to rejoin the
domain.

■ Ensure that you deploy a BIOS-based image on a BIOS-based computer and an EFI-based
computer image on an EFI-based computer. If you deploy a BIOS-based image on an
EFI-based computer, the EFI-based computer does not boot to automation environment
from production environment.
■ Ensure that you run the x:/bcdedit.exe after deploying a UEFI enabled image on the
virtual machine that has ESX 5.0 and then boot the virtual machine into the production
environment
To create a deploy image task
1 In the Symantec Management Console, navigate to the Manage menu and select Jobs
and tasks.
2 On the right pane, right-click Jobs and tasks and select New > Task.
3 On the Create new task page, select Deploy Image.
The Create or Deploy image task can only be executed in the Automation environment.
4 Specify a name for the task on the first field.
Imaging computers 116
Creating and Deploying a Windows disk image

5 Enter the following of the Imaging section:

Image Name Enter the name of the image file to deploy.


Note: For Linux, only the Name and Image
Name fields are necessary. All of the other fields
are optional.

Product Key Select an operating system license that can be


used to boot the computer back to a working state
after the task runs. If the license has not been
added to Deployment Solution, you can add one
by clicking New.

The Current Key option is available only for


Windows Vista and later versions of the Windows
operating system.

6 In the DeployAnywhere section, check Include DeployAnywhere for hardware


independent imaging to deploy the drivers that you added to the DeployAnywhere
database.
The DeployAnywhere database works only for the WinPE preboot operating system. After
you select the option, the DeployAnywhere database executes once you deploy the image.
The database runs even when the computer is running the WinPE preboot operating
system. This option discovers what type of hardware is on the destination client computer
and creates a new HAL. The HAL and the required drivers that Sysprep removed are then
deployed to help the computer boot successfully.
You can skip validation of missing critical drivers that are added in DeployAnywhere
database by checking Skip missing critical drivers option. Check this option if you do
not want the drivers that you add to pass through the validation that is performed by
Deployment Solution. The system file and the .inf file validations are bypassed for the
drivers that you add if you select this option.
After you check this option, select either of the options from the Bypass Driver Validation
drop-down list:
■ None
By default, this value is selected, which means that for no drivers the validation is
bypassed.
■ All
You can select if you want to bypass validation for all the drivers.
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Creating and Deploying a Windows disk image

Note: If a driver does not pass the validation checks and if you did not check the
Bypass Driver Validation option, then the driver will not be installed on the computer
after you execute the Install Windows OS task.

7 In the DeployAnywhere section, select the debug log level in Debug Log Level for the
installation of the drivers.
The debug log levels are as follows:
■ None
This log level captures the logs of all the failures of a task.
■ Driver Match
The log level is 5 and it retrieves log information about the drivers that match.
■ Function Start
The log level is 10 and the log is created when a function is entered.
■ Function Ends
The log level is 11 and the log is created when the function exits.
■ Device Details
The log level is 20 and it prints information about the devices.
■ INF Parsing
The log level is 30 and it logs information about inf parsing.
■ No matching Device for inf
The log level is 40 and it logs information about infs if they do not match with devices
of the client computer.
■ All
The log level is 255 and it logs information on all the points that are listed for this field.

8 Select Enable tagging of the drivers option to add tags to the Tags field. Drivers that
are tagged are deployed forcefully on the client computers.
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Creating and Deploying a Windows disk image

1 Select one of the following options from the Sysprep Configuration section:

Generate Sysprep configuration file using The required information is obtained from the
inventory data CMDB.

Custom Sysprep configuration file Click Browse to select the custom Sysprep file
that you created.
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Creating and Deploying a Windows disk image

2 Click the Advanced tab to set the following:

Partition Lets you decide the partitions on which you


deploy the image. You can change the
destination partition size by clicking the partition
number.
Note: For Data Partition or System reserve
partition deployment do not use
DeployAnywhere.

For Linux, only Data Partition deployment is


supported.

To deploy Windows 7 with system reserved


partition, create a job to run deploy system
reserved partition and system partition in the
same preboot environment.

In case of Mac Deploy image task, if empty disk


space is present on the client computer then it is
merged with the last partition of the client
computer
Note: For Mac Deploy image task ensure that
the client computer partition capacity is more than
the partition capacity of the image source
computer.

Command-line Lets you add command-line options for the


imaging tool.

For Ghost partition deployment, following


command lines must not be used:

MODE,Size,SRC and DST values should


not be used for command line.

If you want to deploy an image of a Windows


2012 computer of BIOS type which does not have
a system reserve partition on a UEFI computer,
then you must use the following Ghost switch

-cesp
Note: Ensure that you do not specify the switch
-SZEE and select the Resize partition option
simultaneously for the deploy image task.
Imaging computers 120
Creating and deploying Linux disk images

Multicasting Lets you configure the number of computers on


which you want to multicast the image. You can
override the default multicast settings that were
set in Settings > Deployment > Image
Multicasting .

There must be at least one computer over the


threshold value that you specify for multicasting.
For example, if the threshold count is 2, there
must be at least two client computers and one
master computer, which is 3 in total, before
multicasting is used in the session

Deployment Solution does not support Multicast


and Unicast options simultaneously if you use
the Ghost imaging tool.

File Preservation Lets you specify the files and folders that you
want to preserve when the image is restored.

This option is not supported if the client computer


is installed with Linux operating system.

HTTP Lets you add the credentials that are required to


deploy an image, which was obtained from an
HTTP site.

3 Click OK.
If you are reading this procedure as a part of a process, return to the process by clicking
on the following link:
See “Creating and Deploying a Windows disk image” on page 105.
http://www.youtube.com/watch?v=V2ePrxlMaAc

Creating and deploying Linux disk images


When you perform the Create Image task with Disk Image as the option, a Symantec
Management Platform package is created for the captured disk image. The Disk image is
stored on the Deployment share of the site server on which the Package Service runs. Each
image is stored in a separate folder and has a GUID. Information about the image is also
stored in the CMDB as an image resource. You can use this package to distribute the image
to other Package Servers.
For Linux operating system, deploying disk images and back-up images does not support the
ReiserFS file system. Image deployment supports only the SUSE Ext3 file system. If you have
a ReiserFS partition, you must use the -raw switch when you image the partition to preserve
Imaging computers 121
Creating and deploying Linux disk images

its structure. Linux IDE images must be deployed on computers that have the Linux IDE disk.
SCSI disk images must also be deployed on computers having the SCSI disk image.
The following process lists the steps that you must follow to create an image of a Linux client
computer and to deploy the Linux image on other client computers.
Following are the steps that you must follow to create an image of a Linux client computer:

Table 5-3 Process for creating an image of a Linux client computer

Step Action Description

Step 1 Launch the Console Launch the Symantec Management Console.

You can launch the console either from the Start menu of the
Notification Server computer or from any computer of the network.
To access the console from a different computer, you must type
the following:

http://<IP address of NS> /altiris/console

Step 2 Prepare a reference computer for Prepare the reference computer that contains the core software
imaging. and settings that you want to be replicated on other computers.

Step 3 Create a client job for the To create a client job, right-click on the Deployment folder and
deployment tasks in the console select New > Client Job menu. By default, a job of the name New
Client Job is created that you can rename appropriately.

Navigate to the Manage > Jobs and Tasks menu of the console
and create a client job for the Deployment folder.

To create a client job, right-click on the Deployment folder and


select New > Client Job menu. By default, a job of the name New
Client Job is created that you can rename appropriately.

Step 4 Execute the Prepare for Image Execute the Prepare for Image capture task to ensure that the
capture task captured image does not contain any hardware-dependent data.
You can then deploy a hardware independent image on other
computers.

See “Preparing to capture an image” on page 136.

Step 5 Create an image of the client Execute the Create Image task to create the disk image of the
computer reference computer.

You can either execute the task immediately by using the Quick
Run option of the task that you have saved or you can schedule
the task to be executed later on the reference computer.

See “Creating a Linux image” on page 122.

See “Scheduling a deployment job or task” on page 196.


Imaging computers 122
Creating and deploying Linux disk images

Following are the steps that you must follow to deploy an image of a Linux client computer on
client computers:

Table 5-4 Process for deploying an image of a Linux client computer

Step Action Description

Step 1 Launch the Console Launch the Symantec Management Console.

You can launch the console either from the Start menu of the
Notification Server computer or from any computer of the network.
To access the console from a different computer, you must type
the following:

http://<IP address of NS> /altiris/console

Step 2 Create a client job for the To create a client job, right-click on the Deployment folder and
deployment tasks in the console select New > Client Job menu. By default, a job of the name New
Client Job is created that you can rename appropriately.

Navigate to the Manage > Jobs and Tasks menu of the console
and create a client job for the Deployment folder.

To create a client job, right-click on the Deployment folder and


select New > Client Job menu. By default, a job of the name New
Client Job is created that you can rename appropriately.

Step 3 Boot the client computer in Create a Boot To task and add the task to the client job to boot
Automation environment the client computer to Automation environment.

See “Creating a Boot To task” on page 197.

Step 4 Deploy the image on the client Create a Deploy Image task for the target client computers.
computer
You can either execute the task immediately by using the Quick
Run option of the task that you have saved or you can schedule
the task to be executed later on the reference computer.

See “Deploying a Linux image” on page 125.

See “Scheduling a deployment job or task” on page 196.

Step 5 Boot the client computer to Boot the client computer to production using the Boot To task.
production
See “Creating a Boot To task” on page 197.

Creating a Linux image


Deployment Solution lets you create disk images and backup images of Linux client computers.
A disk image is an image that contains the application and settings that are present on a
computer disk. Backup images retain the data and software of a specific computer. A backup
image contains a snapshot of the hard disk of a computer. The difference between a disk
Imaging computers 123
Creating and deploying Linux disk images

image and a backup image is that a disk image can be used to deploy on multiple client
computers whereas the backup image must be restored only to the computer that it was
captured from. The image has the same name as the computer from which it was captured.
You execute the Create Image task of Deployment Solution to create disk images and backup
images.

Note: To create an image, if the Package Server is in a domain different from the SMP domain,
then ensure that you add the SMP users to the Administrator group of the Package Server.
All the users that you add must have read and write permissions on the Package Server.

To create an image
1 Launch the Symantec Management Console.
2 In the Symantec Management Console, from the Manage menu select Jobs and tasks.
3 In the left pane, right-click System Jobs and Tasks and click New > Task.
4 The fields and their descriptions are as follows:

Task name icon Displays the default task name as Create Image. You can edit the
default task name to specify a relevant task name. For example,
Create Image_Linux.

Image name Enter a name for the image to be created.

Image name supports only ASCII characters. If you use a token for
image name, ensure that it is a valid predefined token. In case you
use an invalid token, then either an error is displayed on the task or
the image package is created with the task name.

See “About predefined tokens in Deployment Solution” on page 215.

Description Enter a description, if required.

Imaging tool You can create disk image and backup image of Linux client
computers using the Ghost imaging tool. By default, the Ghost
imaging tool creates disk images with the default option Balanced
for size and speed mode.
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Creating and deploying Linux disk images

Image type Select from the following two types of computer images:

■ Disk Image
A disk image can be deployed to multiple computers. These
images are saved in a package on the package server and are
replicated to other package servers. Ensure that the Prepare for
Image capture task is executed before the image is created.
■ Backup image
A backup image is used to back up a single computer. These
images must be deployed only to the same computer where they
were created from. They must not be deployed to multiple
computers. These images are not saved in a package and cannot
be distributed to other package servers through the replication
process. In case you want to image only a data disk that is a disk
without an operating system or partition of a data disk, select the
backup image option.

5 On the Create Image page, you can set the Advanced imaging options. Following are
the options that you can set with the description:

Media When you use Ghost imaging tool to create


image over network such as HTTP or mapped
path of Package Server or SMP, the maximum
span size is 1.99 GB that refers to the zero split
value. Otherwise, the split value that you entered
is considered as the maximum file size. If the split
value is less than 2 GB, the spans of the
requested size are created. For IIS Web servers,
by default, spans of 2 GB are created. For the
servers that are not IIS Web servers, by default
the split size is unlimited. If you specify the split
size as 0 or -, then no spans are created. Only a
single image is created on the Web server.

In case you are aware of any upload file size limit,


you must specify that as maximum file size.

Command-line Lets you add command-line options for the


imaging tool.

See “About command-line switches” on page 234.


Imaging computers 125
Creating and deploying Linux disk images

HTTP Lets you upload and download images through


HTTP Web server.

You need to set up the Internet Information


Services (IIS) Manager to get HTTP imaging to
work. Otherwise, if you try to use HTTP with the
Create Image task, the job fails and returns a
message that the file cannot be created.

For the Ghost imaging tool, you must add MIME


type to the IIS Manager.

To add the MIME types, navigate to the Internet


Information Services (IIS) Manager and add
the MIME Types for the folder where images are
stored. For the MIME types, enter the File name
extention and the MIME Type.

For the Ghost tool, you must add the following


MIME types:

■ File name extension: .gho and MIME Type:


application/octet-stream
■ File name extension: .ghs and MIME Type:
application/octet-stream

Ghost tool supports the HTTP Web server that


is configured on Windows 2008 IIS 7.5 and on
Windows 2003 server IIS 6.0.

6 Click OK.
If you are reading this procedure as a part of a process, return to the process by clicking
on the following link:
See “Creating and deploying Linux disk images” on page 120.

Deploying a Linux image


Deployment Solution lets you deploy a standard disk image on client computers using the
Deploy Image task. After you deploy a new image, all the existing data and applications of
the client computer are lost and the computer is restored to the state of the image that you
deploy.
Before you perform the Deploy Image task, you must know the following:
■ If the computer has the Deployment plug-in installed, the computer configuration is saved
and restored after the image is applied. The computer configuration contains the computer
name, network settings, and domain.
Imaging computers 126
Creating and deploying Linux disk images

■ If the computer is a member of a domain, supply the appropriate credentials to rejoin the
domain. You can create an image that retains its data and software by creating a backup
image.

To deploy a Linux image


1 Launch the Symantec Management Console.
2 In the Symantec Management Console, select Manage > Jobs and Tasks.
3 In the left pane, right-click System Jobs and Tasks folder and select New > Task.
4 Enter the following:

Task name icon Displays the default task name as Deploy Image. You can edit the
default task name to specify a relevant task name. For example,
Deploy Image_Linux.

Image Name Enter the name of the image file to deploy.


Note: For Linux, only the Name and Image Name fields are
necessary. All of the other fields are optional.
Imaging computers 127
Creating and deploying Mac images

5 Click the Advanced tab to set the following:

Partition Lets you decide the partitions on which you deploy the image. You
can change the destination partition size by clicking the partition
number.

For Linux, only Data Partition deployment is supported.

Command-line Lets you add command-line options for the imaging tool.

For Ghost partition deployment, following command lines must not


be used:

MODE,Size,SRC and DST values should not be used


for command line.
Note: Ensure that you do not specify the switch -SZEE and select
the Resize partition option simultaneously for the deploy image task.

Multicasting Lets you configure the number of computers on which you want to
multicast the image. You can override the default multicast settings
that were set in Settings > Deployment > Image Multicasting . If
the threshold count is 2, there must be at least two client computers
and one master computer before multicasting is used in this session.

Deployment Solution does not support Multicast and Unicast options


simultaneously if you use the Ghost imaging tool.

File Preservation Lets you specify the files and folders that you want to preserve when
the image is restored.

This option is not supported if the client computer is installed with


Linux operating system.

HTTP Lets you add the credentials that are required to deploy an image,
which was obtained from an HTTP site.

6 Click OK.
If you are reading this procedure as a part of a process, return to the process by clicking
on the following link:
See “Creating and deploying Linux disk images” on page 120.

Creating and deploying Mac images


Deployment Solution lets you create and deploy Mac images. Imaging of a client computer
involves copying the applications and settings of a computer into an image which is then
deployed on other computers.
Imaging computers 128
Creating and deploying Mac images

To create Mac images use the Create Image task and to deploy an image use the Deploy
Image task in any preboot mode of the client. The client computer can be booted in preboot
environment using a NetBoot image or in the automation environment using the DSAutomation
volume. You can access the Create Image task and the Deploy Image task from the Manage
> Jobs and Tasks menu.

Note: Mac imaging is not supported on HTTP or HTTPS. You must have the Publish UNC
codebase check box checked in the Package Server Settings page.

See “Installing and uninstalling Automation Folder on client computers” on page 39.
The following process elaborates the steps that are involved in creating and deploying Mac
images on client computer:

Table 5-5 Creating and deploying Mac image

Step Action Description

Step 1 Launch the console Launch the Symantec


Management Console.

You can launch the console either


from the Start menu of the
Notification Server computer or
from any computer of the network.
To access the console from a
different computer, you must type
the following:

http://<IP address of
NS>/altiris/console

Step 2 Boot the image source client You must boot the image source
computer to preboot environment client computer to preboot
environment using one of the
following:

■ NetBoot image
■ Automation folder

See “Booting Mac computers with


NetBoot image” on page 174.
Imaging computers 129
Creating and deploying Mac images

Table 5-5 Creating and deploying Mac image (continued)

Step Action Description

Step 3 Create image of the source Mac You use the Create Image task
computer to create an image of the source
computer after you boot the
computer in the preboot
environment or automation
environment

See “Creating a Mac image”


on page 129.

Step 4 Boot the target client computer to You must boot the target client
preboot environment computer to preboot environment
on which you want to deploy the
image using one of the following:

■ NetBoot image
■ Automation folder

See “Booting Mac computers with


NetBoot image” on page 174.

Step 5 Deploy image on the target Deploy the image on Mac


computer computers using the Deploy
Image task.

See “Deploying a Mac image”


on page 131.

Creating a Mac image


Deployment Solution lets you create the Mac images that you can use to deploy on client
computers. You can use predefined tokens to image Mac client computers.
See “About predefined tokens in Deployment Solution” on page 215.
Before you create a Mac image ensure to comply with the following:
■ The Mac image source computer is booted in preboot or automation environment.
Sometimes, the Symantec Management Agent crashes when the computer is booted in
the Netboot environment. The issue arises due to Spotlight running in the background. To
resolve the issue, you must disable spotlight before you capture the Netboot.
Move the following files to another location and then reboot the Mac computer
/System/Library/LaunchAgents/com.apple.Spotlight.plist
/System/Library/LaunchDaemons/com.apple.metadata.mds.plist
For more information, refer to the following URL:
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Creating and deploying Mac images

http://www.symantec.com/docs/TECH233022
■ The Mac image source client computer has its IP configured as dynamic and receives it
from the DHCP server in the network.
To create a Mac image
1 In the Symantec Management Console, select Manage > Jobs and Tasks.
2 In the left pane, do either of the following:
■ Right-click System Jobs and Tasks folder and select New > Task.
■ Expand the System Jobs and Tasks
folder and right-click Deployment folder to select New > Task.

3 In the Create New Task dialog box, under the Deployment folder select the Create
Image task.
4 In the Create Image dialog box, specify the details for the following:

Task name icon Displays the default task name as Create Image.
You can edit the default task name to specify a
relevant task name. For example, Create
Image_Mac10.7.

Image Name Enter the name of the image that you want to
create.

Description Enter the details of the image that you want to


create.

Imaging tool Select the imaging tool as symDeploMac to


image the Mac computer.

5 In the Create Image task pane, click the Advanced... button.


6 In the Advanced dialog box, in the Command line tab, set the Source disk (-SRC).
You must enter the details of the disk name and the partition or the volume number of the
image source of the Mac client computer. The format to enter the Source disk (-SRC) is
diskname:partition or volume number.

For example 1:2, here 1 is the disk name and 2 is the partition number or volume number
of the Mac client computer. To know the Mac disk name and partition details of the Mac
client computer, navigate to Go > Utilities > Terminal and enter the command diskutil
list.

On executing the command, the details of the Mac client computer are displayed. For
example, disk0s1, disk0s2, disk2s1 and so on. Here for disk0s1, disk0 is the disk name
and 1 is the partition number or the volume number.
Imaging computers 131
Creating and deploying Mac images

In Deployment Solution, the Source disk (-SRC) field starts with 1, here 1 corresponds
to the disk 0 of the Mac computer. Similarly 2 corresponds to disk 1 of the Mac computers
and so on.
Following are few examples of the disk name and partition number format that should be
entered in the Source disk (-SRC) field:
■ For disk0s2 specify the value as 1:2, where 1 is the disk name and 2 is the partition
number.
■ For disk1s2 specify the value as 2:2, where 1 is the disk name and 2 is the partition
number.
■ For disk2s1 specify the value as 3:1, where 3 is the disk name and 1 is the partition
number.
■ For disk2s2 specify the value as 3:2, where 3 is the disk name and 2 is the partition
number.

See “Creating and deploying Mac images” on page 127.


See “Deploying a Mac image” on page 131.

Deploying a Mac image


Deployment Solution lets you deploy Mac disk images on one or more Mac computers. If you
plan to deploy disk images across different models of computers of the same make, ensure
to update the operating system of the source computer with the Combo update.
For Mac client computers, following settings must be done to ensure that correct inventory
details are displayed on the Notification Server computer:
■ In the Symantec Management Console, go to Settings > Agents/Plug-ins > Targeted
Agent Settings.
In the left pane of the Targeted Agent Settings page, select All Linux/Mac Workstations
option.
In the All Linux/Mac Workstations page, select the UNIX/Linux/Mac tab and set the
following in the Computer information:
■ Return the following information as computer name as DNS name
■ Return the following information as computer domain as DNS name.

■ In the Symantec Management Console, go to Settings > Agents/Plug-ins > Targeted


Agent Settings.
In the left pane of the Targeted Agent Settings page, select All Linux/Mac Servers
option.
In the All Linux/Mac Servers page, select the UNIX/Linux/Mac tab and set the following
in the Computer information:
Imaging computers 132
Creating and deploying Mac images

■ Return the following information as computer name as DNS name


■ Return the following information as computer domain as DNS name.

To deploy a Mac image


1 In the Symantec Management Console, select Manage > Jobs and Tasks.
2 In the left pane, do either of the following:
■ Right-click System Jobs and Tasks folder and select New > Task.
■ Expand the System Jobs and Tasks folder and right-click Deployment folder to
select New > Task.

3 In the Create New Task dialog box, under the Deployment folder select the Deploy
Image task.
In the Deploy Image task pane, specify the following details:

Task name icon Displays the default task name as Deploy Image.
You can edit the default task name to specify a
relevant task name. For example, Deploy
Image_Mac10.7.

Imaging Select or browse the Mac image with a.mac


extension that is to be deployed on the client
computer.
Imaging computers 133
Creating and deploying Mac images

Deploy Image Options


Imaging computers 134
Creating and deploying Mac images

Lets you enter the details about deploying the


image on the client computer.

Click the Advanced button.

In the Advanced dialog box, enter details for the


following:

■ Partition
In the Partition tab, select the Resize
partition proportionately to resize disk
partitions.
Note: If there is empty disk space present
on the computer then it is merged with the
last partition of the Mac computer.
■ Command-line
In the Command-line tab, enter the
Destination disk (-DST).
You must enter the details of the destination
of the Mac client computer where the image
is to be deployed. The format to enter the
destination is diskname:partition or volume
number.
To know the disk name and partition details
of the Mac source computer, navigate to Go
> Utilities > Terminal and enter the
command diskutil list.
On executing the command, the details of the
Mac client computer are displayed. For
example, disk0s1, disk0s2, disk2s1 and so
on. Here for disk0s1, disk0 is the disk name
and 1 is the partition number or the volume
number.
In Deployment Solution, the Destination disk
(-DST) field starts with 1, here 1 corresponds
to the disk 0 of the Mac computer. Similarly
2 corresponds to disk 1 of the Mac computers
and so on.

Following are few examples of the disk name and


partition number format that should be entered
in the Destination disk (-DST) field.

■ For disk0s2 specify the value as 1:2, where


1 is the disk name and 2 is the partition
number.
■ For disk1s2 specify the value as 2:2, where
1 is the disk name and 2 is the partition
Imaging computers 135
About image resources

number.
■ For disk2s1 specify the value as 3:1, where
3 is the disk name and 1 is the partition
number.
■ For disk2s2 specify the value as 3:2, where
3 is the disk name and 2 is the partition
number.

See “Creating and deploying Mac images” on page 127.


See “Creating a Mac image” on page 129.

About image resources


When an image is created, a Symantec Management Platform resource for that image is also
created. The image resource is used when you build tasks to deploy the images.
The Symantec Management Console uses the resource list to display what images can be
deployed. However, the console does not verify if the image file already exists. If your image
file is deleted from the server, it is still possible to create a task to deploy the deleted image.
In this case, the task fails.
You can view a list of your image resources from the Manage > All Resources > Default >
All Resources > Software Component > Image Resource menu. You can also right-click
a resource to access the Resource Manager.
If you delete the image resource name using the Resource Manager, it does not delete the
physical image file from the server. After you delete the image resource name, you must
remove the image file from the server.
See “Deleting an image package” on page 231.
See “Preparing to capture an image” on page 136.

About disk image packages


A Symantec Management Platform package is created for all disk images when you run the
Create Image task with Disk Image as the option. You can then use this package to distribute
the image to other Package Servers.
Disk images are stored on the Deployment share of the site server on which the Package
Service runs. Each image is stored in a separate folder that is specified by a GUID. Information
about the image is also stored in the CMDB as an image resource.
Imaging computers 136
Preparing to capture an image

You can view your disk image packages from the Manage > Computers menu or from the
Manage > All Resources > Default > All Resources > Package menu. You can also view
them from the Settings > All Settings > Deployment > Disk Images menu.
You can configure how the image package is distributed to additional package servers using
the Settings > All Settings menu. After you select the package you want, you can then select
what servers get the image from the Package Servers tab.
You can choose from the following package distribution options:
■ All package servers.
■ Individual package servers.
■ Package servers by site.
■ Package servers automatically with manual pre-staging.
You can also delete packages.
See “Deleting an image package” on page 231.
See “About image resources” on page 135.

Preparing to capture an image


The Prepare for Image capture task prepares a client computer before you create an image.
For Windows, the Prepare for Capture Image task uses Sysprep utility to remove the computer
name, Security Identifier (SID), the operating system license, GUID of the agent, and some
hardware-dependent drivers. You must always run this task before creating a disk image.
Sysprep also disables the built-in administrator account and clears the admin password.
For Linux, this task runs a preimage script to remove the configuration-related settings and
prepare the computer for imaging.
See “Configuring the Sysprep imaging” on page 110.
You can choose several options while creating this task. You must create a deployment task
before you run it.
To prepare for image capture
1 In the Symantec Management Console, select Manage > Jobs and Tasks.
2 In the left pane, do either of the following:
■ Right-click System Jobs and Tasks folder and select New > Task.
Imaging computers 137
Preparing to capture an image

■ Expand the System Jobs and Tasks folder and right-click Deployment folder to
select New > Task.

3 Under the Pre-Imaging section, select either Windows (using sysprep) or Linux
operating system.
The fields and their descriptions are as follows:

Task name icon Displays the default task name as Prepare for Image capture. You can edit the default task
name to specify a relevant task name. For example, Prepare for image capture_Linux.

Pre-imaging Lets you select the operating system for which you want to create a Prepare for image
capture task.

For Windows, you can select from the following:

■ OS type
Select the version of Windows operating system.
■ Product key
Select an operating system license that you use to restore the computer back to its
original state after the task runs. For Windows Vista and higher versions, you can select
the Current Key option that is displayed in the list. If you select the Current Key option,
then the product key is retained with the image. When you select the Current Key option
in the Deploy image task, then the key that is captured is used on deploying the Windows
image on the client computer.
If the license is not added to Deployment Solution, you can add one by clicking New. In
the Add OS License Key dialog box, add the product key for the operating system that
you select.

Enter credentials to Lets you join back the client computer to the domain after the task executes.
rejoin a domain after
Specify the credentials to join the domain in the User name , Password, and the Confirm
capture is complete
password fields.

This option is applicable for the Windows operating system only.


Imaging computers 138
Preparing to capture an image

Boot to Lets you select the environment to which you want to boot the client computer before you
start the image creation process.

In case of Linux, only x86 architecture type is supported.

You can either select from either of the following options:

■ Automation
Select this option to boot the client computer in the Automation environment. Automation
environment is created on the client computers on which the automation folder is installed.
Automation folders are specific to operating systems.
■ PXE
Select this option if you want to boot the client computer in the preboot environment.
For the PXE image, select any of the following architectures from the drop-down list:
■ Auto
Select this option if you want to boot the client computer based on the computer's
processor architecture. For example, if you have a client computer whose processor
type is x64 but the installed operating system is x86 of Windows 7, then the Auto
option boots the computer in x64 architecture mode and not in x86 mode.
The Auto option can be useful if you have created a common PXE image for both
x86 and x64 architectures or want to boot a computer as per the processor
architecture irrespective of the OS architecture. You create PXE images through the
Manage Preboot Configuration dialog box of the console.
■ x86
Select this option if the PXE image that you have created is for the x86 architecture
of the operating system.
■ x64
Select this option if the PXE image that you have created is for the x64 architecture
of the operating system.

See “Creating preboot configuration for Windows” on page 96.

See “Creating preboot configuration for Linux ” on page 100.

Registration Period The registration time period is the time period during which the client computer is un-enrolled
from the Notification Server's registration policy. This happens only when the client computer
tries to boot from one environment to another. Within the specified registration time, the
client computer must again register back to the registration policy, failing which, the computer
must be registered manually.

The default registration time that is displayed is the registration time that is set in the Global
Settings page.

See “About deployment tasks and jobs” on page 189.


Imaging computers 139
Restoring a backup image

Restoring a backup image


In Deployment Solution you can restore the backup image of a client computer. You can restore
a backup image only to the client computer from which it is captured. Deployment Solution
lets use the %Computername% as the default name for the backup image. You can also
preserve any files that you want to retain on the client computer after deploying the backup
image.
To restore a backup image
1 In the Symantec Management Console, on the Manage menu, click Jobs and Tasks.
2 On the left pane, right-click Jobs and tasks and select New > Task.
3 On the Create New Task page, click Restore Backup Image.
4 Select the image name to restore.
The fields and descriptions are as follows:

Task name icon Lets you specify the name of the restore backup image task
in the text field.

Image name Lets you browse to the backup image that you want to
restore.

Path Lets you view the path and description of the backup image
that you want to restore.
Description

5 (Optional) Click Advanced to specify additional parameters.


The tabs and their descriptions are as follows:

Partition Lets you configure the disk partitions for the backup image
that you want to restore.

Check the checkbox, Resize Partition to partition the disks.

For resizing the disk, you can select any of the following
options:

■ Proportionately
■ First partition will use available disk space
■ Last partition will use available disk space
■ As follows
This option lets you select the disk partition whose
properties you want to configure.
Imaging computers 140
Importing images using Resource Import tool

File Preservation Lets you preserve the files and folders of a disk during image
restoration.

Use the following options:

■ Preservation partition
Select the number of partitions of the disk in which you
want to preserve the files and folders that you select in
the table. You can select the drives or volumes whose
files or folders you want to preserve.
■ Add
Click this option to add files and folders of the disk that
you want to preserve. You add the options in the Add
File Preservation dialog box.
In the Add File Preservation dialog box select the drive
whose files or folders you want to preserve. Provide the
source path of the file or folder and the destination path
where the file or folder must be preserved.
■ Edit icon
Lets you edit the properties of the drive or volume that
you select in the table.
■ Delete icon
Lets you delete the drives or volumes that you select in
the table.

Command -line You can specify the following:

■ Base command -line


■ Destination disk (-DTK)
■ Command-line options

HTTP Lets you deploy an image from the HTTP server location
after you specify the HTTP credentials.

On the Advanced options page, click OK to save your options.


6 On the Restore BackUp Image task page, click OK.
See “About deployment tasks and jobs” on page 189.

Importing images using Resource Import tool


Deployment Solution Resource Import Tool lets you import images that are located on
HTTP Web server. User credentials are not required to access the location on the HTTP Web
server.
You can also import OS packages using the Deployment Solution Resource Import Tool.
Imaging computers 141
How to image a Windows 10 (1607) Anniversary update computer?

To import an existing image


1 Browse to <Install Directory>\Program Files\Altiris\Deployment\Tools and
execute the ResourceImporterTool.exe. You can execute this tool from Symantec
Management Platform.

2 On the Deployment Solution Resource Import Tool, click browse to


C:\DS_Resources\Win7 Image, and open required .gho or .img file.

3 From the Select OS, select Windows 7 Professional.


4 Click Import.
5 A message indicating the successful upload of image is displayed. Acknowledge the
message and close the Deployment Solution Resource Import Tool.

How to image a Windows 10 (1607) Anniversary


update computer?
The following procedure lists the steps to create and deploy a Sysprep image of a Windows
10 (1607) Anniversary update computer.
To create and deploy a Sysprep image of a computer with Windows 10 Anniversary update
operating system
1 Disable the Windows update on the source computer.
To disable Windows update, run the following commands:
net stop wuauserv

sc config wuauserv start= disabled

Note: If the Windows updates are already installed on the source computer, then Sysprep
image task fails.

2 Run Prepare for Image capture task on the source computer.


3 Create an image of the source computer.
Creating an image
4 Deploy image on the target computer.
Deploying an image
Imaging computers 142
How to image a Windows 10 (1607) Anniversary update computer?

5 Run the following commands to enable Windows Update services on the computer on
which the Windows 10 Anniversary (1607)update is deployed:
sc config wuauserv start= auto

net start wuauserv

6 Download and install all the updates from Microsoft site on the client computer.
Chapter 6
Installing an operating
system
This chapter includes the following topics:

■ About supported OS installed using Deployment Solution

■ Installing Windows OS on client computers

■ Installing Linux/ESX OS on client computers

■ Installing Mac OS using Deployment Solution

■ Sample scripted OS job

About supported OS installed using Deployment


Solution
You can use Deployment Solution to install an operating system (OS) on a client computer.
To install an OS, Deployment Solution contains predefined tasks that you can configure and
schedule on the client computers. Deployment Solution supports installation of Windows,
UNIX, ESX, and Mac operating systems on client computers.
The deployment task, Install Windows OS lets you install the Windows operating system on
a client computer, while Install Linux/ESX OS task lets you install Linux and ESX operating
systems. The Install Mac OS task lets you install Mac operating system on client computers.
For the list of supported Windows, Linux and Mac OS versions and architecture, refer to the
following article:
HOWTO9965
Installing an operating system 144
Installing Windows OS on client computers

Installing Windows OS on client computers


Deployment Solution lets you install a Windows operating system (OS) on an unknown, a
predefined, or a managed computer in an enterprise network. Windows OS installation lets
you remotely install the Windows OS on any desktop, laptop, or on a server that is independent
of the computer's hardware configuration. Besides, you can create a Windows OS package
with the required source files, and decide what source files are included in that package.
This process addresses how you must boot a client computer in the preboot environment by
using a WinPE image. After the client computer boots in the preboot environment, the
communication with Notification Server is established. You must then create a Windows OS
installation package and then install the Windows OS by using the installation package.
You must perform the following steps to install Windows OS on a client computer:

Table 6-1 Installing Windows OS on a client computer

Step Action Description

Step 1 Launch the Symantec Management Launch the Symantec Management Console.
Console
You can launch the console either from the Start menu of the
Notification Server computer or from any computer of the network.
To access the console from a different computer, you must type
the following:

http://<IP address of NS>/altiris/console

Step 2 Install and enable the Network Boot Install the Network Boot Service (NBS) on a site server before
Service on a site server you perform any other configurations. NBS is a component of
Deployment Solution that you install and run as a service on a
site server. NBS, once installed on a site server, handles all the
communication with the Symantec Management Platform for
Deployment Solution.

See “Installing Network Boot Service on site server” on page 35.


Installing an operating system 145
Installing Windows OS on client computers

Table 6-1 Installing Windows OS on a client computer (continued)

Step Action Description

Step 3 Create Windows preboot environment Create and configure a Windows preboot environment using a
PXE image. The PXE image is used to boot the client computer
in a network in the preboot environment or the pre-OS state. A
PXE image is saved on the site server on which NBS is
configured. Therefore, ensure that NBS is running on the site
server before you create the PXE image.

See “Preparing unknown computers to boot with WinPE image ”


on page 54.

See “Preparing predefined computers to boot with WinPE image


” on page 64.

See “Booting managed Windows computer with WinPE image”


on page 74.

Step 4 Configure NBS based on the type of Configure Network Boot Service (NBS) for the type of client
client computer that is to boot in computer that you want to boot in the preboot environment.
preboot environment
The NBS settings are configured through Settings > Deployment
> NBS General Settings menu of the console.

See “Configuring Network Boot Service for unknown computers


” on page 89.

See “Configuring Network Boot Service for predefined computers”


on page 92.

See “Configuring Network Boot Service for managed computers”


on page 94.
Installing an operating system 146
Installing Windows OS on client computers

Table 6-1 Installing Windows OS on a client computer (continued)

Step Action Description

Step 5 Add or import OS files for OS Add or import OS package to manage the Windows OS source
installation package files. You can configure the import parameters for your package.

To add OS package for Windows OS installation, from the


Symantec Management Console, click Settings > Deployment
> OS Files > Add files.

To import the OS files to a Windows OS installation package, you


can also use the Deployment Solution Resource Import Tool.
This tool is located in the
<install_directory>/Altiris/Deployment/Tools folder
of the Notification Server computer.
Note: You can add or import OS files to a Windows OS
installation package before executing the Install Windows OS
task. Alternatively, you can specify the files to be added or
imported to the installation package at run-time while executing
the Install Windows OS task.

See “Adding or importing OS files” on page 157.

Step 6 Add a Windows OS license to install Add the Windows OS license for the corresponding OS through
Windows OS on the client computer the Symantec Management Console so that you can track the
OS licenses later.
Note: You can add Windows OS license before executing the
Install Windows OS task. Alternatively, you can specify the
Windows OS license for the corresponding OS at run-time while
executing the Install Windows OS task.

See “Adding OS licenses” on page 156.

Step 7 (optional) Erase disk of client Perform the Erase Disk task to erase the disks on the client
computer computer. This action ensures that any preexisting data and
partitions are removed from the computer. When you reallocate
hardware, you can use this task to ensure that none of the old
data can be retrieved.

You can execute this step only when you want to wipe the client
computer's disk clean of any preexisting data or disk partitions.

See “Erasing a Disk” on page 152.


Installing an operating system 147
Installing Windows OS on client computers

Table 6-1 Installing Windows OS on a client computer (continued)

Step Action Description

Step 8 Create disk partition on client Execute the Partition Disk task to create partitions on the client
computer computer's hard drive before you install the Windows OS.

To install Windows OS on UEFI/EFI computers, the computer


must have partitions created with GPT partition table type. The
GPT partition is required because the Partition disk task of
Deployment Solution is not applicable for the UEFI computers.

See “Creating disk partitions” on page 154.

Step 9 Install a Windows OS on the client After you execute the Install Windows OS task on the computer,
computer verify that the Windows OS is installed and the computer is in
production environment.

To boot the client computer in the production environment, use


the Boot To task in a job after the Install Windows OS task.

You can install Windows OS on UEFI/EFI computers using the


default answer file or a custom answer file.

See “Installing a Windows OS using Deployment Solution ”


on page 148.

Step 10 Perform Quick Run or schedule the After a task is created, you can choose to either perform Quick
Install Windows OS task Run or schedule the Install Windows OS task to run immediately
or at a time that you want to execute on the client computer. You
can specify the computer that the task runs on.

Alternatively, you can choose to add the tasks in steps 7, 8, and


9 to the Initial Deployment Job. You can also create a job that
contains the tasks and add the job to the Initial Deployment Job
menu .

See “Scheduling a deployment job or task” on page 196.

Step 11 Verify that the computer boots in the After you execute the Install Windows OS task on the computer,
production environment verify that the Windows OS is installed and the computer is in
production environment.

To boot the client computer in the production environment, use


the Boot To task in a job after the Install Windows OS task.

To verify, from the Symantec Management Console, click Manage


menu > Computers > select the computer name from the list of
available computers. The details of the selected computer appear
in the General pane. Verify the operating system that is installed
on the computer. You can also view the status of the Install
Windows OS task in the Jobs/Tasks list.
Installing an operating system 148
Installing Windows OS on client computers

See “Configuring the initial deployment settings” on page 205.

Installing a Windows OS using Deployment Solution


You execute the Install Windows OS task of Deployment Solution to install Windows operating
system (OS) on client computers. This task lets you install the Windows OS on bare metal
computers that are added to a network as well as on managed computers. For installing the
OS on bare metal computers, ensure that you execute the Partition Disk task to create
partitions on the client computer's hard drive before you install the Windows OS.
See “Creating disk partitions” on page 154.
Before you install Windows OS on managed computers, ensure that you execute the Erase
Disk task first followed by the Partition Disk task. You must also, ensure that the architecture
of the automation folder that you installed on the managed computer and that of the operating
system to be installed is the same.
After installing Windows OS if the client computer is not able to connect to the Symantec
Management Platform, then check if the Symantec Management Agent (SMA) is installed
To install Windows OS on client computers
1 In the Symantec Management Console , from the Manage menu select Jobs and tasks.
2 On the right pane, right-click Jobs and tasks and select New > Task.
3 On the Create new task page, select Install Windows OS.
4 Enter values for the following fields:

Task name icon Displays the default task name as Install Windows OS. You can edit the default
task name to specify a relevant task name. For example, Install Windows_XP.

System Files - OS Lets you select the source of the previously installed operating system files
source from the drop-down list.

Click Add to add a new OS package in the Add OS Packages dialog box.

System Files - Lets you select a previously added license from the drop-down list.
Product Key
Click Add to add licenses in the Add OS License.
Installing an operating system 149
Installing Windows OS on client computers

Install drivers
Installing an operating system 150
Installing Windows OS on client computers

Check Install drivers from Driver Database during OS installation to install


the missing drivers that are required for a successful installation.
Note: If you select this option and if you use the unattended configuration file
to install the Windows OS, then ensure that you do not add partitions in the
configuration file. This is so because DeployAnywhere requires the partition
to be created before the Install Windows OS task executes. If you create a
partition in the configuration file then DeployAnywhere fails to add the driver
to the client computer.

After you select this option, you can select the following:

■ Bypass Driver Validation


Check this option if you do not want the drivers that you add to pass through
the validation that is performed by Deployment Solution. The system file
and the .inf file validations are bypassed for the drivers that you add if you
select this option. By default, the value None is selected, which means that
for no drivers the validation is bypassed. You can select All if you want to
bypass validation for all the drivers.
Note: If a driver does not pass the validation checks and if you did not
check the Bypass Driver Validation option, then the driver will not be
installed on the computer after you execute the Install Windows OS.
■ Debug Log Level
Select the debug log level for the installation of drivers from the driver
database operation.
The following are the log levels:
■ None
This log level captures the logs of all the failures of a task.
■ Driver Match
The log level is 5 and it retrieves log information about the drivers that
match.
■ Function Start
The log level is 10 and the log is created when a function is entered.
■ Function Ends
The log level is 11 and the log is created when the function exits.
■ Device Details
The log level is 20 and it prints information about the devices.
■ INF Parsing
The log level is 30 and it logs information about inf parsing.
■ No matching Device for inf
The log level is 40 and it logs information about infs if they do not match
with devices of the client computer.
■ All
The log level is 255 and it logs information on all the points that are
listed for this field.
Installing an operating system 151
Installing Windows OS on client computers

■ Enable tagging of the drivers


Select this option to add tags in the Tags field. You can add only comma
separated values for the tags.
Tagged drivers are forced to install on the target computer.

Configuration Lets you configure the settings to install the Windows OS.

The configuration options are as follows:

■ Use Inventory data to reconfigure computer


Uses the information that is stored in the CMDB to configure the computer
for name and to join domain. Client computer can also join domain without
an inventory but inventory data option must be selected. FQDN must be
used as domain credential. For example, Symantec.com\User and not
Symantec\user.
Note: Symantec recommends that you use the Apply System
Configuration task to join the client computer to the domain.
■ Use default configuration settings
Uses the default settings.
■ Configuration file
Uses a custom answer file.
If you use a custom answer file that creates disk partitions then, the following
is observed:
■ OS is installed successfully on the client computer
■ DeployAnywhere fails to add drivers on the client computer
If you select the Install drivers from Driver Database during OS
installation option, the partition configuration that you specify in the
configuration file overwrites the partition that stores the drivers on the
client computer.
If you want to use DeployAnywhere, then you must create partitions
using the Partition Disk task from the console.
■ SMA fails to get installed on the client computer
You must install the SMA manually on the client computer.

The user name and password that is specified in the answer file is displayed
in the plain text format when the client computer is booted in the preboot
environment.

Drive Lets you specify the following:

■ Disk number
Select the disk number from the drop-down list.
■ Partition
Select the disk partition from the drop-down list.
Installing an operating system 152
Installing Windows OS on client computers

Regional Lets you specify the following:

■ Language
Select the language of the operating system.
■ Keyboard
Select the keyboard language support for the operating system.

Video Lets you specify the following:

■ Screen resolution
Select the keyboard resolution.
■ Color quality
Select the color quality type from the drop-down list.

5 Click OK.
See “Erasing a Disk” on page 152.

Erasing a Disk
You can use the Erase Disk task to wipe a disk clean. Hence, the partitions along with data
are removed from the client computer. When you reallocate hardware, you can use this task
to ensure that none of the old data can be retrieved. You can either delete the partitions of the
disk, erase the system disk, or configure the task to erase all the disks. You cannot perform
an Erase Disk task for a disk that is connected through a USB or FireWire interface.
You access the Erase Disk task from Manage > Jobs and Tasks menu. In the Jobs and
Tasks window, expand System Jobs and Tasks and right-click Deployment > New > Task
option. In the Create New Task dialog box, access Deployment > Erase Disk.
To erase a disk
1 In the Symantec Management Console , from the Manage menu select Jobs and tasks.
2 On the right pane, right-click Jobs and tasks and select New > Task.
3 On the Create new task page, select Erase Disk.
4 Specify a name for the task on the first field.
5 Select one of the following options:

Task name icon Lets you specify the name of the erase disk task.

Disk selection Lets you select the disk partition from the
drop-down list. You can select the disk number
from the range 1 to 8, All disk, and System disk.

In case, you select the System disk option, the


remove partition section is disabled.
Installing an operating system 153
Installing Windows OS on client computers

Remove partitions Lets you remove the selected partitions of the


disk.

Select the disk partition from the drop-down list


of the Disk selection option and check the Erase
data check box.

Erase disk Lets you select from the following options to


erase disk:

■ Secure erase
Select this option to erase data more than
once.
The following group of operations is
performed on the hard drive six times:
■ All addressable locations are overwritten
with 0x35.
■ All addressable locations are overwritten
with 0xCA.
■ All addressable locations are overwritten
with a pseudo-random character.
■ All addressable locations are verified in
hardware using the Verify Sectors
command to the disk.
■ Convert To
Select this option to erase the selected disk
and convert the partition of the client computer
to the following type:
■ GPT
Converts the client computer partition to
GPT partition type.
■ MBR
Converts the client computer partition type
to MBR partition type.

Note: Using the Secure erase option, this task


has a 36-hour timeout value on the task server.
If this task runs on a client that has a hard disk
larger than 375 GB, the task reports as failed on
the task server. However, the task continues to
run on the client until it completes.

6 Click Ok.
See “Creating disk partitions” on page 154.
Installing an operating system 154
Installing Windows OS on client computers

Creating disk partitions


You can use Partition Disk option to create partitions on your disk. Before you install an OS
using Deployment Solution, the drive must have partitions.
You access the Partition Disk task from Manage > Jobs and Tasks menu. In the Jobs and
Tasks window, expand System Jobs and Tasks and right-click Deployment > New > Task
option. In the Create New Task dialog box, access Deployment > Partition Disk.
The drive that you want to partition must not contain any previous partitions on it. If the drive
was previously used and contains partitions, you can use the Erase Disk task to delete those
partitions.
The partitions that you must create for BIOS based and UEFI/EFI based client computers are
as follows:

BIOS NTFS Align must not be set Mark as Active option must be selected

UEFI/EFI EFI Align must be set to 1MB (optional) Mark as Active option must be
selected

UEFI/EFI MSR Align must be set to 1MB (optional) Mark as Active option must be
selected

UEFI/EFI NTFS Align must not be set Mark as Active option must not be
selected

See “Erasing a Disk” on page 152.


To create disk partitions
1 In the Symantec Management Console, from the Manage menu select Jobs and tasks.
2 On the right pane, right-click Jobs and tasks and select New > Task.
3 On the Create new task page, select Partition Disk.
4 Specify a name for the task on the first field.
5 Click Add.
6 On the Add Partition dialog box, select and enter the required information.

Is Secondary disk Select this option if you want to partition the disk
as a secondary disk.

Disk Number Select the disk drive for which the partition is
created.
Installing an operating system 155
Installing Windows OS on client computers

GPT Partitioning Select the type of partition from either of the


following:

■ EFI
In EFI-based GPT partition, the computer
boots to the EFI partition.
■ MSR
■ The Microsoft reserved partition (MSR) is
used for UEFI/GPT partition system and must
be located before the partition on which you
want to install the Windows operating system.

If, you select the GPT partitioning option, then


the Format, Partition, and the Size options are
disabled.

Format Select the format of the partition as Fat32, NTFS,


and EXT.

Partition Select the type of partition to create such as


Extended, Logical, and Primary. By default,
Primary is selected.

Mark Partition as Active This option is selected automatically for Primary


partitions. For Extended and Logical, this option
is disabled. If there are more than one primary
partitions, then only one partition can be active
at a time.

If you create a single NTFS partition for a


BIOS-based computer then, you must select the
Mark Partition as Active option. If you create
the NTFS partition for UEFI/EFI based computer
then you should not select this option.

Size - Percent The size of the partition as a percentage of the


total drive.

Size - Fixed Size The size of the partition as a specific size.


Installing an operating system 156
Installing Windows OS on client computers

Align Lets you override the way in which the partitions


are aligned when an individual partition or disk
full of partitions is restored. By default it is set to
1MB. You must use this option only for creating
a GPT partition.

You must not select the Align option for the


following:

■ Creating an operating system or data partition


■ For UEFI/EFI based computers with last
partition as NTFS

Is Secondary disk Select this option if you want to partition the disk as a
secondary disk.

Select the following settings if you select this option:

■ Disk Number
Select the disk drive for which the partition is created.
■ Format
Select the format of the partition as Fat32, NTFS, and
EXT.
■ Partition
Select the type of partition to create such as Extended,
Logical, and Primary. By default, Extended is
selected.
■ Mark Partition as Active
This option is selected automatically for Primary
partitions. For Extended and Logical, this option is
disabled. If there are more than one primary partitions,
then only one partition can be active at a time.

Size - Percent The size of the partition as a percentage of the total drive.

Size - Fixed Size The size of the partition as a specific size.

7 Click OK
8 On the Create New Task page, click OK.

Adding OS licenses
Before you decide to create and deploy a Windows operating system (OS) image, you must
add the OS and the OS license through the console. The OS license is required during execution
of the Prepare for Image Capture task on Windows client computers. The OS Licenses list
stores the Volume License Keys (VLKs) that deploy the sysprep-enabled images.
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Installing Windows OS on client computers

To add OS licenses
1 In the Symantec Management Console, on the Settings menu, click Deployment > OS
Licenses.
2 Click Add.
3 Choose the operating system from the drop-down list.
4 Type the product key.
5 (Optional) Type a description for the license.
6 Click OK.
The new license is displayed in the OS Licenses list.
To add the OS license key for the corresponding OS installation package while executing the
Install Windows OS task, click the Add button beside the System Files -Product Key field
and then enter the license key.
See “Configuring the Sysprep imaging” on page 110.

Adding or importing OS files


Deployment Solution lets you add or import operating system (OS) files to include them in the
Windows OS installation package. When you add or import the OS files to an installation
package, you are customizing the Windows OS installation package for executing the scripted
Windows OS task successfully.
You can do the following with the OS installation packages:
■ Add files to the installation package through the Symantec Management Console
After you add the OS Files from the Symantec Management Console, the files are added
to the following location on which Notification Server is installed:
<install_directory>\Altiris\Notification Server\NSCap\bin\Deployment\Packages\SOI
The package is created on the computer on which Symantec Management Platform is
installed, which is later replicated to the Package Server, which is configured for Deployment
Solution.
See “To add OS files ” on page 158.
■ Import files to the installation package through the Deployment Solution Resource Import
Tool
To import OS files from the OS sources, you must use the Deployment Solution Resource
Import Tool.
See “To import OS files” on page 158.
Installing an operating system 158
Installing Windows OS on client computers

Note: If you have performed the Copy File task before and have copied the OS files, ensure
that you add or import the copied OS source files to the Windows OS package for Windows
OS installation. The OS source files are added at the following location on the Notification
Server:<install_directory>\Altiris\Notification
Server\NSCap\bin\Deployment\Packages\SOI.

To add OS files
1 In the Symantec Management Console, navigate to the Settings menu and select
Deployment > OS Files.
2 Click Add files.
3 Enter a name that you want assigned to your file package in the Name field.
4 Enter a description that you want assigned to your file package in the Description field.
5 Under the OS Type section, select the platform for the operating system from the Platform
drop-down list.
6 Under the OS source section, click Add Files to add files to be used during the OS
installation.
For 32-bit Windows XP and 2003, select I386 folder. For 64-bit Windows XP and 2003,
select both AMD64 and I386 folders. For Windows Vista and later versions of the operating
systems, select the Sources folder.
To import OS files
1 Navigate to the location <install_directory>\Altiris\Deployment\Tools of the computer on
which Symantec Management Platform is installed and execute ResourceImportTool.exe.
2 On the Deployment Solution Resource Import Tool, click the OS file Import tab.
3 Enter a name for the OS file in the Name of OS file package field.
4 Enter a description for the OS file package.
5 Select the OS platform from the OS Platform drop-down list.
6 Click Add OS Folder to browse and select the sources for the selected OS platform.
7 Click Import.
8 A message indicating the successful upload of OS file is displayed. Acknowledge the
message and close the Deployment Solution Resource Import Tool.

Adding drivers to the Preboot database


Deployment Solution lets you add drivers to the Preboot driver database, which is required
when you boot a computer to the preboot configurations. If a preboot configuration that you
Installing an operating system 159
Installing Windows OS on client computers

already created requires a new driver, you must add the driver to the preboot driver database
and then recreate the preboot configuration.
After you add the drivers to the Preboot database, the preboot images can then support mass
storage devices (MSDs) and network interface cards (NICs). These critical drivers are added
to the preboot images and are then deployed through the preboot environment. It ensures that
you can boot the client computers successfully to preboot environment. The Preboot driver
database supports the Windows and Linux operating systems. You cannot add non-critical
drivers to preboot database.
To add a new driver to an existing preboot configuration, you must recreate that preboot
configuration with the newly-added driver using the Recreate Preboot Environment option.
If you create a preboot image before Network Boot Service (NBS) is installed and enabled on
a remote site server, then it is not registered with the site server. In such case, you must either
recreate that preboot environment for the selected image or create a new image to be registered
with the new remote site server.
To update the automation folder that is installed on the client computer immediately after you
recreate the automation folder package, you must disable the automation folder upgrade policy
first and then recreate the preboot configuration. After recreating the preboot configuration,
update the following tasks from the Windows Task Scheduler and then enable the automation
folder upgrade policy on the client computer
■ NS.Package distribution Point Update Schedule
■ NS.Package Server Status Event Capture Item
■ NS.Package Refresh
To add drivers to the Preboot database
1 In the Symantec Management Console, on the Settings menu, click Deployment > Driver
Management.
2 In the Driver Database Management dialog box click the Preboot tab.
3 (Optional) To view details of a driver, select the driver from the list and click More Info.
4 Click Add.
5 In the Add Driver dialog box, specify the values of the fields.
The fields and their descriptions are as follows:

Location Browse to the location of the driver.

You can select Cab, Zip, or Driver Files.

Ensure that all the driver files are present in the


folder that you select.
Installing an operating system 160
Installing Windows OS on client computers

OS Select the operating system for which you want


to add the drivers.

Select one of the following operating systems for


the preboot environment:

■ WinPE
Note: If you select WinPE, then ensure that
you manually add the network driver of WinPE
3.0 for Windows XP 32-bit in VMware
computer, to successfully boot the client
computer in the preboot environment
■ Linux

Architecture Select the hardware architecture of the computer


for which you want to add the driver.

Select one of the following architectures:

■ x86
■ x64

6 Click OK.
The new driver is used when you create a new configuration or recreate an existing preboot
configuration.
See “Adding drivers to the DeployAnywhere database” on page 160.

Adding drivers to the DeployAnywhere database


Deployment Solution lets you to add drivers to the DeployAnywhere driver database that are
required for client computers on which you want to install Windows OS or deploy a Windows
image. All the device drivers are stored at one central location in the DeployAnywhere driver
database. The drivers in DeployAnywhere database are located at C:\Program
Files\Altiris\Deployment\DriversDB folder. This location also consists of the
drivers.manifest.txt file, that includes the information about what DeployAnywhere drivers
are available to Deployment Solution.
After adding drivers to the DeployAnywhere driver database, the task of imaging and Windows
OS installation are rendered hardware independent. Hence, deploying of image to client
computers and performing an OS installation do not fail due to hardware dependencies. You
can add drivers to the DeployAnywhere driver database while executing either a Install
Windows OS task or a Deploy Image task. The DeployAnywhere driver database supports
only the Windows operating system.
Installing an operating system 161
Installing Windows OS on client computers

For example, you can add device drivers to the DeployAnywhere database in the following
situations:
■ While deploying an image that is compatible for different hardware sets, such as, to deploy
images across dissimilar hardware.
■ While adding any missing critical drivers required for successful execution of deployment
tasks on the remotely-managed computers.
■ While supporting new devices that are added to the system or the environment.
In all the above mentioned cases, you must add the additionally required drivers to the
DeployAnywhere database.
DeployAnywhere supports the following critical driver types:
■ Mass storage device (MSD)
■ Network interface card (NIC)
The MSDs are critical because they allow the resident operating system to boot while network
drivers ensure that the retargeted node is managed remotely.
DeployAnywhere supports the following non-critical driver types:
■ Graphics
■ Audio
■ Keyboard
■ Mouse
■ USB
■ CD-ROM
■ Printer
■ Bluetooth
■ Multimedia
■ Modem
To add a new driver to the DeployAnywhere driver database
1 In the Symantec Management Console, on the Settings menu, click Deployment > Driver
Management.
2 In the Driver Database Management dialog box, click the DeployAnywhere tab.
Installing an operating system 162
Installing Linux/ESX OS on client computers

3 To view details of a driver, select the driver from the list and click More Info.

Note: In a hierarchy, on child Notification Server, the list of drivers on the DeployAnywhere
tab is taken from the parent Notification Server and you cannot change (add or delete)
drivers in this list.

4 Click Add.
5 In the Add Driver dialog box, next to Location, browse to the driver folder that contains
the drivers that you want to add.
Deployment Solution creates auto-generated names for the drivers that you add.

6 In the Tags field, add comma separated tag values to forcefully install the tagged drivers
on the target computer.
7 (Optional) Check the option Include all files from the selected location into the driver
package.
8 Click OK.
See “Adding drivers to the Preboot database” on page 158.

Installing Linux/ESX OS on client computers


Deployment Solution lets you install a Linux operating system (OS) on an unknown, a
predefined, or a managed computer in an enterprise network. Linux OS installation lets you
remotely install the Linux OS on any desktop, laptop, or on a server that is independent of the
computer's hardware configuration. Besides, you can create a Linux OS package with the
required source files, and decide what source files are included in that package.
This process addresses how you must boot a client computer in the preboot environment by
using a LinuxPE image. After the client computer boots in the preboot environment, the
communication with Notification Server is established. You must then create a Linux OS
installation package and then install the Linux OS by using the installation package.
You must perform the following steps to install Linux OS on a client computer:
Installing an operating system 163
Installing Linux/ESX OS on client computers

Table 6-2 Installing Linux OS on a client computer

Step Action Description

Step 1 Launch the Symantec Launch the Symantec


Management Console Management Console.

You can launch the console either


from the Start menu of the
Notification Server computer or
from any computer of the network.
To access the console from a
different computer, you must type
the following:

http://<IP address of
NS>/altiris/console

Step 2 Install and enable the Network Install the Network Boot Service
Boot Service on a site server (NBS) on a site server before you
perform any other configurations.
NBS is a component of
Deployment Solution that you
install and run as a service on a
site server. NBS, once installed
on a site server, handles all the
communication with the Symantec
Management Platform for
Deployment Solution.

See “Installing Network Boot


Service on site server”
on page 35.

Step 3 Create a Linux preboot Create and configure a Linux


environment using a PXE image preboot environment using a PXE
image. The PXE image is used to
boot the client computer in a
network in the preboot
environment or the pre-OS state.
A PXE image is saved on the site
server on which NBS is
configured. Therefore, ensure that
NBS is running on the site server
before you create the PXE image.

See “Creating preboot


configuration for Linux ”
on page 100.
Installing an operating system 164
Installing Linux/ESX OS on client computers

Table 6-2 Installing Linux OS on a client computer (continued)

Step Action Description

Step 4 Configure types of computers with Configure different types of


PXE computers, such as unknown,
predefined, or managed computer
from the NBS General Settings
page.

See “Configuring Network Boot


Service for unknown computers ”
on page 89.

See “Configuring Network Boot


Service for predefined computers”
on page 92.

See “Configuring Network Boot


Service for managed computers”
on page 94.

Step 5 Install a Linux OS on the client Execute the Install Linux/ESX


computer OS task to install the Linux OS on
the client computer after the
computer boots in the preboot
environment.

See “Installing Linux/ESX OS


using Deployment Solution”
on page 165.

After a task is created, you can


choose to either perform Quick
Run or schedule the Install
Linux/EX OS task to run
immediately or at a time that you
want to execute on the client
computer. You can specify the
computer that the task runs on.

See “Scheduling a deployment


job or task” on page 196.
Installing an operating system 165
Installing Linux/ESX OS on client computers

Table 6-2 Installing Linux OS on a client computer (continued)

Step Action Description

Step 6 Boot the client computer in After you execute the Install
production environment Linux/ESX OS task on the
computer, execute the Boot To
task to boot the client computer
to production environment.

See “Creating a Boot To task”


on page 197.

See “Scheduling a deployment


job or task” on page 196.

Installing Linux/ESX OS using Deployment Solution


Deployment Solution lets you install the Linux or ESX operating system on the client
computer.You must ensure to execute the Install Linux/ESX OS task on the client computers
in the Linux preboot environment.
For this task, the OS packages are fetched and retrieved from the anonymous HTTP server
or the FTP server. You must ensure that the anonymous HTTP server or FTP server is
accessible and is set up with the OS packages to fetch them for the client computers that are
in the Linux preboot environment.
After performing the OS installation task, if the package server is configured on HTTPS, you
must download and install the package server certificate on the client computer by running
the aex-getsscert <IP> yes command.
Linux OS installation supports SCSI and SATA devices as Linux preboot recognizes SCSI
and SATA devices only.

Note: If you are installing ESXi 5.1 version, ensure that you add the respective drivers in the
OS source that you are installing before running the Install Linux/ESX OS task

If you use IDE disks and try to install old kernel versions of Linux OS on the client computer
then do either of the following to successfully install the OS:
■ Replace %DISK% token by actual device name in the configuration or answer file.
The Linux configuration file is located in, <instaldir>\Program Files\Altiris\Notification
Server\NSCap\bin\UNIX\Deployment\Linux\x86\SOI\AnswerFile path.
■ Remove %DISK% token
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Installing Mac OS using Deployment Solution

After performing the OS installation if due to network issues or any other reason the client
computer is not able to connect to Symantec Management Platform, the Symantec Management
Agent is not installed
By default, the password of the client computer on which you have installed the Linux OS is
set to altiris.
See “Installing a Windows OS using Deployment Solution ” on page 148.

Installing Mac OS using Deployment Solution


Deployment Solution lets you install Mac operating system on client computers. You can
perform OS installation using the Install Mac OS task.
You can access the Install Mac OS task from the console's Manage > Jobs and Tasks >
Create New Task > Install Mac OS.
You can execute Mac OS installation for the following:
■ Unknown computers
See “Installing Mac OS on an unknown computer” on page 179.
■ Predefined computers
See “Installing Mac OS on a predefined Mac computer” on page 181.
■ Managed computers in automation or NetBoot environment
See “Installing Mac OS on a managed computer” on page 185.
Ensure that the client computer hard drive has proper partitions and the target volume is
correctly mentioned in the configuration file before you perform the Install Mac OS task on
the client computers
You can access the Mac configuration file from the following location:
<instaldir>\Program Files\Altiris\Notification
Server\NSCap\bin\UNIX\Deployment\Mac\NetInstall\AnswerFile\

After performing the operating system installation, if the client computer is not able to connect
to Symantec Management Platform, then you must manually install the Symantec Management
Agent
To view the logs, go to
<instal_Volume>/var/tmp/AltirisAgentInstallStartup/ and click
AltirisAgentInstallStartupLog.txt.

If you want to install Mac OS on multiple client computers, you must do the following settings
to ensure that correct inventory details are displayed on the Notification Server computer
■ Go to Settings > Agents/Plug-ins > Targeted Agent Settings > All Linux/Mac
Workstations. In the UNIX/Linux/Mac tab, set the following in the Computer information:
Installing an operating system 167
Installing Mac OS using Deployment Solution

Return the following information as computer name as DNS name.


Return the following information as computer domain as DNS name.
■ Go to Settings > Agents/Plug-ins > Targeted Agent Settings > All UNIX/Linux/Mac
Servers. In the UNIX/Linux/Mac tab, set the following in the Computer information:
Return the following information as computer name as DNS name.
Return the following information as computer domain as DNS name.
To perform Mac OS installation
1 In the Symantec Management Console, from Manage menu select Jobs and tasks.
2 Right-click Jobs and tasks and select New Task.
3 On the Create new task page, select Install Mac OS.
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Installing Mac OS using Deployment Solution

4 In the Install Mac OS task page, you must specify the values for the fields.
The fields and descriptions are as follows:

Task name icon Lets you specify the Install Mac OS task name.

OS Flavor Lets you select the OS version for Mac from the
drop-down list.

OS NetInstall Image Lets you select the NetInstall image.

Ensure that you have modified the NetInstall


image using the Symantec's Mac pre-OS
Creation Utility and uploaded the image to
Notification Server computer. You can upload
the NetInstall image by creating a preboot
configuration for the NetInstall image.

See “Creating and modifying NetInstall images”


on page 173.

Configuration File Lets you browse for the configuration file that you
want to use for the installation. The configuration
file stores answers for the required parameters
during installation of the operating system.

The configuration file is placed at


<instaldir>\NSCap\bin
\UNIX\Deployment\Mac\NetInstall\AnswerFile\
Note: Symantec recommends that you set the
ShouldErase parameter as False. If you set it
as True, then you must select the drive, on which
the Mac operating system must be installed and
install the Symantec Management Agent and
Deployment Plug-in manually on the client
computer.

See “About Mac configuration file” on page 257.

5 Click OK.
See “Installing Mac OS on an unknown computer” on page 179.
See “Installing Mac OS on a predefined Mac computer” on page 181.
See “Installing Mac OS on a managed computer” on page 185.
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Installing Mac OS using Deployment Solution

Launching Symantec's Mac pre-OS Creation Utility


The Symantec's Mac pre-OS Creation Utility of Deployment Solution lets you create and modify
the Mac NetBoot image and the NetInstall image. The NetBoot image is used as a preboot
image to boot client computers in preboot environment. The NetInstall image is a type of
preboot image that is used along with the configuration file to install Mac operating system on
client computers. After you create a NetBoot image or a NetInstall image ensure that you
modify the image using the Mac pre-OS Creation Utility and upload the image to the Notification
Server computer. The NetBoot image and the NetInstall image are then distributed from the
Notification Server computer to all the site servers with Network Boot Service (NBS) installed.
The NBS supports only .dmg images that are shared over the Network File System (NFS).
The HTTP protocol is not supported for sharing images.
Before you use the Mac pre-OS Creation Utility ensure that you comply with the prerequisites
for using Mac computers for deployment-related tasks.
See “Prerequisites for Mac computer setup ” on page 51.

Note: Ensure that you do not access the Automation folder and the Agent folder that is placed
in the <install_dir>/Program Files/Altiris/Notification
Server/NSCap/bin/UNIX/Deployment/Mac/universal/ path from a Mac client computer
using the Server Message Block (SMB) shares.

To launch Symantec's Mac pre-OS Creation Utility


1 On the Notification Server computer, navigate to the <install_dir>/Program
Files/Altiris/Notification
Server/NSCap/bin/UNIX/Deployment/Mac/universal/MocuAppInstaller path and
download the MOCUInstaller.pkg uitlity on the source computer.
2 Install the MOCUInstaller.pkg on the volume of the source computer, which is installed
with the Symantec Management Agent, the Deployment plug-in for Mac, and the policies.
You use the utility to create and modify the NetBoot image and the NetInstall image.
3 To launch the application on your Mac source computer, navigate through Finder > Go
> Applications and double-click on the MOCU.app.
See “Creating and modifying NetBoot images” on page 170.
See “Creating and modifying NetInstall images” on page 173.
See “Troubleshooting Tip: Client Communication and Package Download Issues” on page 252.

About Symantec's Mac pre-OS Creation Utility


The Symantec's Mac pre-OS Creation Utility of Deployment Solution lets you create and modify
Mac NetBoot image and NetInstall images. This utility along with Apple's System Image Utility
Installing an operating system 170
Installing Mac OS using Deployment Solution

lets you create the Mac NetBoot image either from a booted volume or from a bootable volume
of the source computer. Ensure that the booted volume or the bootable volume is installed
with the Symantec Management Agent and the Deployment Solution plug-in for creating the
NetBoot image. The NetInstall image is used to install Mac OS on the client computers.
A NetBoot image is used to boot Mac clients into diskless mode and is used in the Create
Image, Deploy Image, and Boot To tasks. The modified NetBoot image that is prepared using
the Mac pre-OS Creation Utility contains bootable OS files, Symantec Management Agent,
and the Deployment Solution plug-in. The NetBoot image does not contain Mac OS files and
therefore cannot be used for installing the Mac operating system. The NetBoot image is used
to boot the client computers in the preboot environment
A NetInstall image is a type of preboot image that is used to install Mac operating system on
the client computers. The NetInstall image contains the required Mac operating system files
that are available in the Mac OS distribution media. In Deployment Solution, you use the Install
Mac OS task to install Mac OS on client computers. The Install Mac OS task uses the modified
NetInstall image and the configuration file to carry out the installation of Mac operating system
without human assistance.
After you create a NetBoot image or a NetInstall image ensure that you modify the image using
the Mac pre-OS Creation Utility and upload the image to the Notification Server computer. The
NetBoot image and the NetInstall image are then distributed from the Notification Server
computer to all the site servers with Network Boot Service (NBS) installed. The NBS supports
only .dmg images that are shared over the Network File System (NFS). The HTTP protocol is
not supported for sharing images.
See “Launching Symantec's Mac pre-OS Creation Utility” on page 169.
See “Troubleshooting Tip: Client Communication and Package Download Issues” on page 252.
See “Creating and modifying NetBoot images” on page 170.
See “Creating and modifying NetInstall images” on page 173.

Creating and modifying NetBoot images


Deployment Solution lets you create and modify Mac NetBoot images using the Symantec's
Mac pre-OS Creation Utility and the Apple's System Image Utility. These images are then
used to boot Mac clients in preboot environment. Ensure that you modify the NetBoot image
using the Mac pre-OS Creation Utility so that the image is compatible with Deployment Solution.
Symantec recommends that the NetBoot source is booted with the combo update of the
supported operating system.
After you modify the NetBoot image, you must upload the NetBoot image to the Notification
Server computer. You can do this using the Add Preboot Configuration dialog box. The
NetBoot image is then distributed to all the Network Boot Servers in the network.
See “Creating preboot configuration for Mac” on page 102.
Installing an operating system 171
Installing Mac OS using Deployment Solution

Before you create the NetBoot image, ensure the following:


■ Symantec Management Agent, and Deployment Solution plug-in for Mac are installed on
the NetBoot image source volume.
■ Deployment Automation folder for Mac- Install policy is installed on the source computer.
■ Rename the NetBoot source volume with a unique name before you launch the Symantec's
Mac pre-OS Creation Utility.
After you create the Mac NetBoot image, you can rename the NetBoot source volume
name to its original name.
If you face an error, it can be verified in the Console's application. To access the application
go to Finder > Utilities and launch console.app application.
To view logs of Apple's System Image Utility, go to Menu > View > Show Log.
You can create and modify Mac NetBoot images from the following sources:
■ Mac booted volume
The Mac booted volume of the source computer is the current volume in which the client
computer is booted.

Note: For Mac OS X 10.10 and higher, you cannot create a NetBoot image from a booted
volume.

■ Mac bootable volume


The Mac bootable volume of the source computer is any volume other than the booted
volume on which Mac operating system is installed and is used to create a NetBoot image.

Note: For Mac OS X 10.10 and higher, you can create a NetBoot image only of the
production volume on which the Symantec Management Agent and the Deployment Solution
plug-in for Mac are installed.

To create and modify Mac NetBoot image from Mac booted volume
1 Launch the Symantec's Mac pre-OS Creation Utility.
2 In the Mac pre-OS Creation Utility, select NetBoot from Create and Update image.
3 Click Next.
4 Enter the Temporary Volume Name.
You can estimate the size of the temporary volume by clicking the Estimate Size.
Installing an operating system 172
Installing Mac OS using Deployment Solution

5 Click Prepare Temporary Volume.


Ensure that you have emptied the Trash before creating the temporary volume.
6 Click Next.
7 Click Launch System Image Utility.
8 In the Apple's System Image Utility, enter the Type, Installed Volume, Save To, Image
name, and Description. The Network disk and the Image Index must be left as default.
A message is displayed if the NetBoot image (.nbi) is created successfully.
9 In the Symantec's Mac pre-OS Creation Utility, click Choose... from Select image to
update. To modify a NetBoot image select the NetBoot.dmg.
10 Click Update Image to modify the image (.dmg file) and make it suitable to be used for
Deployment Solution tasks.
Save the modified image on your computer and then upload it to the Notification Server
computer.
To create and modify Mac NetBoot image from bootable volume
1 Launch the Mac pre-OS Creation Utility.
2 In the Mac pre-OS Creation Utility, select NetBoot from Create and Update image.
3 Click Next.
4 Click Next again.
5 Click Launch System Image Utility.
6 In the Apple's System Image Utility, enter the Type, Installed Volume, Save To, Image
name, and Description. The Network disk and the Image Index must be left as default.
A message is displayed if the NetBoot image (.nbi) is created successfully.
7 In the Symantec's Mac pre-OS Creation Utility, click Choose... from Select image to
update and select the image (.dmg) to modify.
8 Click Update Image to modify the image (.dmg) and make it suitable to be used for
Deployment Solution tasks.
For Mac OS X 10.10 and higher NetBoot image, you must add more files to the .nbi folder.
Browse and select the Target .nbi folder and the Source Volume of the NetBoot image.
Click on OK.
Save the modified image and then upload it to the Notification Server computer.
See “About Symantec's Mac pre-OS Creation Utility” on page 169.
See “Launching Symantec's Mac pre-OS Creation Utility” on page 169.
Installing an operating system 173
Installing Mac OS using Deployment Solution

Creating and modifying NetInstall images


A NetInstall image along with the Mac configuration file is used to install Mac OS on a client
computer. The Symantec's Mac pre-OS Creation Utility and the Apple's System Image Utility
lets you create and modify NetInstall image. You must modify a NetInstall image to make it
compatible with Deployment Solution. If, you modify an existing NetInstall image, ensure that
it is created using the latest version of Deployment Solution. After modifying the NetInstall
image, you must upload the image to the Notification Server computer. From the Notification
Server computer the image is then distributed to all the Network Boot Servers (NBS) present
in the network.
If you check any any errors, you can check the following logs:
■ System.log file
To view Symantec's Mac pre-OS Creation Utility logs, view the log in the System.log file.
■ Console.app
To access the console application's logs, go to Finder > Utilities and open Console.app.
■ Show log
To view the Apple's system Image Utility logs, go to Menu > View > Show Log of the utility.
To create and modify NetInstall image
1 Launch the Symantec's Mac pre-OS Creation Utility.
2 In the Mac pre-OS Creation Utility, select NetInstall from Create and Update Image.
3 Click Next.
4 On the page that is displayed, click Launch System Image Utility. Save the NetInstall
image on your computer.
Ensure that the Enable Automated Installation is included after the Define Image Source
in the workflow while creating a NetInstall image using the Apple's System Image Utility.
5 In the Apple's System Image Utility, enter the Type, Installed Volume, Save To, Image
name, and Description. The Network disk and the Image Index must be left as default.
6 In the Mac pre-OS Creation Utility, click Choose... from Select image to update. Browse
and select the NetInstall.dmg image.
7 Click Update Image.
To modify NetInstall image
1 Launch the Symantec's Mac pre-OS Creation Utility application.
2 In the Mac pre-OS Creation Utility, select NetInstall from Create and Update Image.
3 Click Next.
Installing an operating system 174
Installing Mac OS using Deployment Solution

4 On the page that is displayed, click Choose... from Select image to update. Browse and
select the NetInstall.dmg image.
5 Click Update Image.
See “About Symantec's Mac pre-OS Creation Utility” on page 169.
See “Launching Symantec's Mac pre-OS Creation Utility” on page 169.
See “About Mac configuration file” on page 257.

Booting Mac computers with NetBoot image


Deployment Solution lets you boot different types of Mac computers such as unknown or bare
metal computers, predefined computers, or managed computers in the preboot environment
or the automation environment using a NetBoot image. A NetBoot image is created using the
Apple's System Image Utility and must be modified before you use it in Deployment Solution.
You can create and modify a NetBoot image using the Symantec's Mac pre-OS Creation Utility.
See “Launching Symantec's Mac pre-OS Creation Utility” on page 169.
To boot a Mac computer, besides the NetBoot image, you also require to configure the site
server on which the Network Boot Service (NBS) is installed.
See “About Network Boot Service” on page 84.
The NBS settings let you configure the default response setting for unknown, predefined, and
managed Mac computers. The default response of the Mac client computer is set based on
the NetBoot image that you configure for the type of client computer. The client computer then
boots in the preboot environment using the NetBoot image. You must hold the N key of the
keyboard while booting the Mac computer that is added into the network to receive the default
NetBoot image.
The basic steps that you must execute to prepare the environment for booting Mac computers
with NetBoot images are as follows:
Installing an operating system 175
Installing Mac OS using Deployment Solution

Table 6-3 Booting Mac clients in preboot environment

Step Action Description

Step 1 Launch the console Launch the Symantec


Management Console. You can
launch the console either from the
Start menu of the Notification
Server computer or from any
computer of the network. To
access the console from a
different computer, you must type
the following:

http://<IP address of
NS>/altiris/console

Step 2 Install the Network Boot Service Install the Network Boot Service
on a site server on the site server.

See “Installing Network Boot


Service on site server”
on page 35.

Step 3 Create and modify a NetBoot Create and Modify a NetBoot


image image using the Symantec's
Mac-preOS Creation Utility.

See “Creating and modifying


NetBoot images” on page 170.

Step 4 Create preboot environment Create the preboot environment


with the NetBoot image.

Step 5 Enable the NBS service to Enable the BSDP support from
support Boot Service Discovery the NBS general settings.
Protocol (BSDP)
See “Configuring NBS for Mac
computers” on page 176.
Installing an operating system 176
Installing Mac OS using Deployment Solution

Table 6-3 Booting Mac clients in preboot environment (continued)

Step Action Description

Step 6 Configure response for unknown, From the NBS General Settings
predefined, and managed page, set response for unknown,
computers predefined, and managed Mac
computers.

You can boot the following types


of Mac clients:

■ Unknown Mac clients


See “Booting an unknown Mac
computer in NetBoot
environment” on page 58.
■ Predefined Mac clients
See “Booting a predefined
Mac computer in NetBoot
environment” on page 69.
■ Managed Mac clients
See “Booting a managed Mac
computer in NetBoot
environment” on page 77.

See “Booting an unknown Mac computer in NetBoot environment” on page 58.


See “Booting a predefined Mac computer in NetBoot environment” on page 69.
See “Booting a managed Mac computer in NetBoot environment” on page 77.

Configuring NBS for Mac computers


The NBS General Settings option of the Network Boot Service (NBS) lets you configure one
or more site servers with the preboot configuration settings. For Mac, the preboot configuration
setting is used to configure the client computers to boot in the pre-OS or the preboot
environment using a NetBoot image. The preboot configurations are applicable for the unknown
computers, managed computers, and predefined computers of an enterprise network.
You can access the NBS General Settings option from the following menu of the console:
■ Settings > Notification Server > Site Server Settings
In the Site Management view pane, access Settings > Network Boot Service > Settings
> NBS General Setting
■ Settings > Deployment > NBS General Settings
Installing an operating system 177
Installing Mac OS using Deployment Solution

To configure the NBS settings


1 In the Symantec Management Platform (SMP) console, click Settings > Deployment >
NBS General Settings.
2 In the NBS General Settings dialog box, configure the following Network Boot Service
Configuration settings:

Network Boot Service Lets you configure the Network Boot Service (NBS) for a site
Configuration server.

To enable or disable the policy, you must select the Turn On


or Turn Off icons on the right side of the dialog box or page.

Apply NBS settings immediately Check the option if you want to apply the NBS policy
immediately on the site servers.

If the option remains unchecked then the NBS configurations


changes are applied as scheduled in the Symantec
Management Agent (SMA) for rolling out policies.

Enable the NBS service Check the NBS service to enable the service on the site server.

By default, this option is checked.

Enable Mac Netboot (BSDP) Check the Netboot (BSDP) support to enable Mac client
support computers to boot using the Mac NetBoot images.

Ensure that you add the following services on the site server
on which you enable the NBS service before you check Enable
Mac Netboot (BSDP) support:
■ Windows Role Services for Network File System (NFS) for
Windows
■ Windows Services for UNIX (SFU) for UNIX

Reset button Lets you restore the previous configuration that you performed
for the NBS site server.

3 In the NBS General Settings dialog box, for the Initial Deployment (Unknown Computer)
Menu configure the following settings:
Installing an operating system 178
Installing Mac OS using Deployment Solution

Netboot menu (Mac) tab Set these options to repond to the unknown computers that are
added in the network.

■ Respond to unknown computers


Check this option if you want to respond to the unknown
computers to configure them to NetBoot environment.
■ Default Boot image
Select the default NetBoot image with which you want to boot
the client computers.

4 In the NBS General Settings dialog box, for the Redeployment (Predefined Computer)
Menu configure the following settings:

Netboot menu (Mac) tab Set these options to repond to predefined computers added in
the network.

■ Respond to Predefined computers


Check this option if you want to respond to the predefined
computers to configure them to NetBoot environment.
■ Default Boot image
Select the default NetBoot image with which you want to boot
the client computers.

5 In the NBS General Settings dialog box, for the Redeployment (Managed Computer)
Menu configure the following settings:

Netboot menu (Mac) tab Set these options to respond to the managed computers.

■ Respond to Managed computers


Check this option if you want to respond to the managed
computers to configure them to NetBoot environment.
■ Default Boot image
Select the default NetBoot image with which you want to boot
the client computers.

6 Click Save changes.


7 Again, in the console, click the Settings > Deployment > NBS Global Settings menu.
See “About filtering computers through NBS Global Settings ” on page 86.
8 In the NBS Global Settings dialog box or pane, turn on the Netboot Service configuration.
9 In the NBS Global Settings dialog box, select the Apply NBS settings immediately
check box and click Save Changes.
See “About NBS General Settings ” on page 85.
Installing an operating system 179
Installing Mac OS using Deployment Solution

Installing Mac OS on an unknown computer


Deployment Solution lets you install Mac operating system on an unknown Mac computer. An
unknown computer is not managed by the Symantec Management Platform (SMP). For Mac
computers, you must first boot the computer in preboot environment and then install the Mac
operating system.
Following process elaborates the steps that are involved in installing Mac operating system
on an unknown Mac computer:

Table 6-4 Process for installing Mac operating system on unknown Mac client

Step Action Description

Step 1 Launch the Console Launch the Symantec


Management Console.

You can launch the console either


from the Start menu of the
Notification Server computer or
from any computer of the network.
To access the console from a
different computer, you must type
the following:

http://<IP address of
NS>/altiris/console

Step 2 Install the Network Boot service Install the Network Boot Service
on a Site Server (NBS) on a site server before you
perform any other configurations.

See “Installing Network Boot


Service on site server”
on page 35.

Step 3 Create and modify NetBoot image Create and modify NetBoot and
and NetInstall image using NetInstall image to be installed on
Symantec's Mac pre-OS Creation Mac client computer. You can do
Utility this using the Symantec's Mac
pre-OS Creation Utility.

See “Creating and modifying


NetBoot images” on page 170.

See “Creating and modifying


NetInstall images” on page 173.
Installing an operating system 180
Installing Mac OS using Deployment Solution

Table 6-4 Process for installing Mac operating system on unknown Mac client (continued)

Step Action Description

Step 4 Create preboot environment Create a preboot environment


with the NetBoot image. The
preboot environment ensures that
the NetBoot image is uploaded on
the Notification Server from where
it is distributed to all the NBS in
the network.

Step 5 Enable the NBS service to Enable Enable the NBS service
support Boot Service Discovery and Enable Mac NetBoot
Protocol and configure response (BSDP) support in Network Boot
for unknown computer in NBS Service Configuration from the
NBS General Settings dialog box

In the NBS General Settings


page, configure NBS to respond
to unknown Mac computers and
set the default image.
Note: Ensure that the NetBoot
image is modified using the
Symantec's Mac pre-OS Creation
Utility to make it suitable for
Deployment Solution.

See “Configuring NBS for Mac


computers” on page 176.

Step 6 Boot the client computer in Turn on your Mac client and hold
preboot environment the N key. The client computer
searches for the NBS by
broadcasting BSDP requests.
NBS receives and processes this
BSDP request and the client
receives and boots the default
NetBoot image as set in the NBS
in step 5.
Installing an operating system 181
Installing Mac OS using Deployment Solution

Table 6-4 Process for installing Mac operating system on unknown Mac client (continued)

Step Action Description

Step 7 Create an Install Mac OS task Create an Install Mac OS task to


and schedule it for the client install the Mac operating system.
computer Specify the details of the target
volume in the configuration file on
which you want to install the
operating system.

If you want to clean the disk and


partition it, do it before running the
task. You must manually erase
and partition the disk for Mac
computers.

To run the task immediately, use


the Quick Run option. You can
also schedule the task for the
client computer.

See “Installing Mac OS using


Deployment Solution” on page 166.

See “Scheduling a deployment


job or task” on page 196.

See “Installing Mac OS using Deployment Solution” on page 166.

Installing Mac OS on a predefined Mac computer


Deployment Solution lets you add predefined computers to a network and also install a Mac
operating system on them. You can either add the details of predefined computers using the
Add Predefined Computers Settings or import them using a .txt file or a .csv file. For Mac
predefined computers, you must specify the MAC address of the computer. You must first boot
the Mac predefined computer in the preboot environment and then install the Mac operating
system on the client computer.
The following process elaborates the steps that are involved to install the Mac operating system
on a predefined Mac computer using a NetInstall image:
Installing an operating system 182
Installing Mac OS using Deployment Solution

Table 6-5 Process for installing Mac operating system on a predefined Mac computer

Step Action Description

Step 1 Launch console Launch the Symantec


Management Console.

You can launch the console either


from the Start menu of the
Notification Server computer or
from any computer of the network.
To access the console from a
different computer, you must type
the following:

http://<IP address of
NS>/altiris/console

Step 2 Install the Network Boot service Install the Network Boot Service
on a site server (NBS) on a site server before you
perform any other configurations.

See “Installing Network Boot


Service on site server”
on page 35.

Step 3 Add or import a predefined You can add predefined


computer computers using the Add
Predefined Computers Settings
dialog box or import predefined
computers using a .txt file or a
.csv file.

See “Adding or importing


predefined computers”
on page 208.
Installing an operating system 183
Installing Mac OS using Deployment Solution

Table 6-5 Process for installing Mac operating system on a predefined Mac computer
(continued)

Step Action Description

Step 4 Create and modify NetBoot image Create and modify the NetBoot
and NetInstall image using and NetInstall images before you
Symantec's Mac pre-OS Creation install the Mac OS on a Mac client
Utility computer.

Create and modify the NetBoot


image and the NetInstall image to
be installed on a Mac client
computer. You can do this using
the Symantec's Mac pre-OS
Creation Utility. This utility along
with the Apple's System Image
Utility is used to create and modify
the NetBoot image and the
NetInstall image to make them
compatible for deployment-related
tasks

See “Creating and modifying


NetBoot images” on page 170.

See “Creating and modifying


NetInstall images” on page 173.

Step 5 Create preboot environment. Create a preboot environment


with the NetBoot image. The
preboot environment ensures that
the NetBoot image is uploaded on
the Notification Server computer
from where it is distributed to all
the NBS in the network.
Installing an operating system 184
Installing Mac OS using Deployment Solution

Table 6-5 Process for installing Mac operating system on a predefined Mac computer
(continued)

Step Action Description

Step 6 Enable the NBS service to Turn on the Enable the NBS
support Boot Service Discovery service and Enable Mac
Protocol and configure response NetBoot (BSDP) support in
for predefined computers Network Boot Service
Configuration from the NBS
General Settings page.

In the NBS General Settings


page, set the default response for
the predefined computers.
Configure the NBS to respond to
the predefined Mac computers
and set the default image.

See “Configuring NBS for Mac


computers” on page 176.

Step 7 Boot the client computer in Turn on your Mac client and hold
preboot environment the N key. The client computer
searches for the NBS by
broadcasting BSDP requests.
NBS receives and processes this
BSDP request and the client
receives and boots the default
NetBoot image as set in the NBS
in step 6.
Installing an operating system 185
Installing Mac OS using Deployment Solution

Table 6-5 Process for installing Mac operating system on a predefined Mac computer
(continued)

Step Action Description

Step 8 Create an Install Mac OS task and Create an Install Mac OS task to
schedule it for the client computer. install the Mac operating system.
Specify the details of the target
volume in the configuration file on
which you want to install the new
operating system. If you want to
clean the disk and partition it, do
it before running the task.

You must manually erase and


partition the disk for Mac
computers.

To schedule, you can either use


the Quick Run option or schedule
the task for the client computer.

See “Installing Mac OS using


Deployment Solution” on page 166.

See “Scheduling a deployment


job or task” on page 196.

See “Installing Mac OS using Deployment Solution” on page 166.

Installing Mac OS on a managed computer


Deployment solution lets you install the Mac operating system on a managed computer. A
managed computer is managed by the Symantec Management Platform (SMP) and is installed
with the Symantec Management Agent (SMA). Deployment Solution lets you install the Mac
operating system on a specific volume of the managed client computer.
Following process elaborates the steps that are involved in installing the Mac operating system
on a managed Mac computer:
Installing an operating system 186
Installing Mac OS using Deployment Solution

Table 6-6 Process for installing Mac operating system on a managed Mac client

Step Action Description

Step 1 Launch the Console Launch the Symantec


Management Console.

You can launch the console either


from the Start menu of the
Notification Server computer or
from any computer of the network.
To access the console from a
different computer, you must type
the following:

http://<IP address of
NS>/altiris/console

Step 2 Create and modify the NetInstall Create and modify NetInstall
image using Symantec's Mac image to be installed on Mac
pre-OS Creation Utility client computer. You can do this
using the Symantec's Mac pre-OS
Creation Utility.

See “Creating and modifying


NetInstall images” on page 173.

Step 3 Create preboot environment. Create a preboot environment


with the NetInstall image. The
preboot environment ensures that
the NetInstall image is uploaded
on the Notification Server from
where it is distributed to all the
NBS in the network.

Step 4 Enable the NBS service to Enable the Enable the NBS
support Boot Service Discovery service and Enable Mac
Protocol NetBoot (BSDP) support in
Network Boot Service
Configuration pane of the NBS
General Settings dialog box.

See “Configuring NBS for Mac


computers” on page 176.
Installing an operating system 187
Sample scripted OS job

Table 6-6 Process for installing Mac operating system on a managed Mac client
(continued)

Step Action Description

Step 5 Create and schedule an Install Create an Install Mac OS task,


Mac OS task to install the Mac operating
system. Specify the details of the
target volume in the configuration
file on which you want to install
the new operating system.

If you want to clean the disk and


create new partitions, do it before
running the task, you must
manually erase the disk and
create new partitions on the disk
for Mac computers

To schedule, you can either use


the Quick Run option or schedule
the task for the client computer.

See “Installing Mac OS using


Deployment Solution” on page 166.

See “Scheduling a deployment


job or task” on page 196.

See “Installing Mac OS using Deployment Solution” on page 166.

Sample scripted OS job


You can create an OS installation job, which contains one or more deployment tasks.
The following sample task list assumes that the disk contained data previously that is stored
in the CMDB:
■ Boot To PXE
Loads a preboot operating system so that other tasks can run.

■ Erase Disk
Wipes the disk clean, ensuring that all data and all partitions are erased.
See “Erasing a Disk” on page 152.
■ Partition Disk
Configures the clean drive with a partition.

■ Install Windows OS or Install Linux OS or Install Mac OS


Installing an operating system 188
Sample scripted OS job

Runs the scripted install for the Windows or Linux or Mac operating system. In case of Mac
operating system you must erase and partition disk manually as these tasks are not
supported for Mac installation.

■ See “Installing Mac OS using Deployment Solution” on page 166.


Chapter 7
Managing tasks and jobs
This chapter includes the following topics:

■ About deployment tasks and jobs

■ Deployment Solution task support matrix

■ Creating a deployment task

■ Combining tasks into a job

■ Scheduling a deployment job or task

■ Verifying the task status

■ Creating a Boot To task

■ Changing system configuration of computers in Deployment Solution

■ Copying files and folders

■ Adding drivers to the Preboot driver database

■ Configuring the initial deployment settings

■ Adding or importing predefined computers

■ Creating system configuration settings

■ Creating or modifying tokens in Deployment Solution

■ Configuring multicast options to deploy image

About deployment tasks and jobs


Deployment Solution lets you manage client computers using jobs and tasks. Tasks are
individual activities such as creating a computer image, installing Windows operating system,
Managing tasks and jobs 190
About deployment tasks and jobs

and so on. You can create and customize these tasks for the activities that you perform
frequently.
For example, If you frequently boot computers using a PXE image, then you can create a task
from the Boot To task with the PXE/Netboot image that you want to boot the client computer
with. After the deployment task is created, it is added in the task list under the Deployment
folder. You can view the tasks by navigating in the console through Manage > Jobs and Tasks
> Deployment. You can right-click and select properties on a task to view the properties of
the task.
Jobs are a combination of tasks that are scheduled and executed in an orderly manner on
specific computers.
For example, if you want to boot the client computers in pre-OS state and install Windows OS,
you can create tasks such as Boot to PXE, Install Windows 2003 OS and club both these tasks
into a Job and schedule them or run them when required.
If a computer does not yet have the Symantec Management Agent or the Deployment plug-in
installed, you can import a predefined computer. Predefined computers let you assign jobs to
unmanaged computers.
See “Adding or importing predefined computers” on page 208.
You can create Client Jobs and Server Jobs in Symantec Management Platform. These two
job types are identical with one exception. Server Jobs guarantee that the exact same task
sequence and execution path is followed for all nodes. For example, the logic for a job specifies
that the job stops if one of the tasks fails. When that task fails or times out in one node, that
job stops for all of the nodes.
Deployment Solution provides the following predefined tasks.

Table 7-1 Predefined deployment tasks

Task Description

Apply System Configuration Applies the new configurations to a computer.

See “Creating system configuration settings”


on page 211.

Boot To Instructs a computer to boot to the production OS,


PXE, or automation folder.

See “Creating a Boot To task” on page 197.

Capture Personality Captures the personality of the computer.

See “Capturing a computer's personality”


on page 227.
Managing tasks and jobs 191
About deployment tasks and jobs

Table 7-1 Predefined deployment tasks (continued)

Task Description

Copy File Copies the specified files and folders to a


destination computer.

See “Copying files and folders” on page 202.

Create Image Creates the disk images and backup images.

See “Creating a Windows image” on page 111.

See “Creating a Linux image” on page 122.

See “Creating a Mac image” on page 129.

Deploy Image Deploys the disk image files (not the backup image
files).

See “Deploying a Windows image” on page 114.

See “Deploying a Linux image” on page 125.

See “Deploying a Mac image” on page 131.

Distribute Personality Installs a previously captured computer personality.

See “Distributing a computer's personality”


on page 228.

Erase Disk Cleans a disk. You can configure this task to meet
DoD standards.

See “Erasing a Disk” on page 152.

Install Linux/ESX OS Performs a scripted OS install of Linux and ESX


operating systems.

See “Installing Linux/ESX OS using Deployment


Solution” on page 165.

Install Mac OS Performs a scripted OS install of Mac operating


system

See “Installing Mac OS using Deployment Solution”


on page 166.

Install Windows OS Performs a scripted OS install of Windows.

See “Installing a Windows OS using Deployment


Solution ” on page 148.

Partition Disk Creates the disk partitions on a hard drive.

See “Creating disk partitions” on page 154.


Managing tasks and jobs 192
Deployment Solution task support matrix

Table 7-1 Predefined deployment tasks (continued)

Task Description

Prepare for Image capture Runs Microsoft Sysprep.


See “Configuring the Sysprep imaging” on page 110.

See “Preparing to capture an image” on page 136.

Restore BackUp Image Deploys the backup image files (not the disk image
files).

See “Restoring a backup image” on page 139.

You can also create many other types of tasks that work with Deployment Solution to add
more functionality. For example, you can create the following types of tasks:
■ A Run Script task that lets you use a scripting language such as Perl or Python. The Run
Script task supports many scripting languages and predefined tokens.
For more information, search for run script task topics in the Symantec Management
Platform Help.
■ An inventory task that gathers much more information than the Deployment Solution reports
provide. The inventory tasks are listed in the Symantec Management Console on the Create
New Task page under Discovery and Inventory.
■ A Power Control task that provides many of the capabilities that were included in previous
versions of the Deployment Solution product.
For more information, search for power control task topics in the Symantec Management
Platform Help.
■ A Power Management task that integrates out-of-bounds (OOB) management capabilities
with traditional Deployment Solution tasks.
For more information, search for power management topics in the Real-Time Console
Infrastructure Help.
See “Creating a deployment task” on page 195.
See “Combining tasks into a job” on page 195.
See “Scheduling a deployment job or task” on page 196.
See “Verifying the task status” on page 197.

Deployment Solution task support matrix


Deployment Solution lets you manage computers using tasks and jobs. Tasks are individual
processes, such as creating an image or capturing a computer’s personality. Each task can
Managing tasks and jobs 193
Deployment Solution task support matrix

be scheduled and run. For Windows and Mac both x86 and x64 architectures are supported
for Linux only x86 architecture is supported.
Following table lists the tasks that are supported by Windows architecture:

Table 7-2 Support matrix for Deployment Solution tasks for Windows

Task Production OS x86 Production OSx64 WinPE WinPE PXE PXE


x86 x64 x86 x64

Apply System Yes Yes No No No No


Configuration

Boot To Yes Yes Yes Yes Yes Yes

Copy File Yes Yes Yes Yes Yes Yes

Capture Personality Yes - Not Supported on Yes - Not Supported on No No No No


Server Class OS Server Class OS

Create Image No No Yes Yes Yes Yes

Deploy Image No No Yes Yes Yes Yes

Distribute Personality Yes - Not Supported on Yes - Not Supported on No No No No


Server Class OS Server Class OS

Erase Disk Yes - Not Supported on Yes - Only on Secondary Yes Yes Yes Yes
Server Class OS Disk

Install Windows OS No No Yes Yes Yes Yes

Partition Disk Yes - Not Supported on Yes - Only on Secondary Yes Yes Yes Yes
Server Class OS Disk

Prepare for Image Capture Yes Yes No No No No

Restore Backup Image No No Yes Yes Yes Yes

Following table elaborates the tasks that are supported by Linux operating system:

Table 7-3 Support matrix for Deployment Solution tasks for Linux

Task Production OS x86 LinPE

Apply System Configuration Yes No

Boot To Yes Yes

Copy File Yes Yes


Managing tasks and jobs 194
Deployment Solution task support matrix

Table 7-3 Support matrix for Deployment Solution tasks for Linux (continued)

Task Production OS x86 LinPE

Capture Personality No No

Create Image No Yes

Deploy Image No Yes

Distribute Personality No No

Erase Disk No Yes

Install Linux OS No Yes

Partition Disk No Yes

Prepare for Image Capture No Yes

Restore Back up Image No Yes

Following table elaborates the tasks that are supported by Mac operating system:

Table 7-4 Support matrix for Deployment Solution tasks for Mac

Task Production OS NetBoot

Apply System Configuration Yes No

Boot To Yes Yes

Copy File No No

Capture Personality No No

Create Image No Yes

Deploy Image No Yes

Distribute Personality No No

Erase Disk No No

Install Mac OS Yes Yes

Partition Disk No No

Prepare for Image Capture No No

Restore Back up Image No No


Managing tasks and jobs 195
Creating a deployment task

Creating a deployment task


You can create many kinds of deployment tasks, such as changing the Windows system
settings or applying a predefined system configuration setting. You can also capture or deploy
a disk image or personality and create or restore a backup image.
See “About deployment tasks and jobs” on page 189.
A task cannot be deleted if it is currently in use by a job or policy. You can view the tasks that
are used by the policies in the Jobs and Tasks view of the console. Tasks can be renamed,
deleted, cloned, moved, and scheduled by right-clicking the task and selecting the corresponding
option.
To create a deployment task
1 In the Symantec Management Console, on the Manage menu, click Jobs and Tasks.
2 In the left pane, select Deployment folder.
3 In the Jobs/Tasks pane, right-click on the Deployment folder and select New.
4 In the Create New Task page, select a deployment task.
5 Add the required information, select the options that you want and enter a meaningful
name to the task.
For example, Boot To Windows 2003 PXE.
6 In the selected task page, select OK
7 Schedule the task.
See “Scheduling a deployment job or task” on page 196.
See “Combining tasks into a job” on page 195.

Combining tasks into a job


A job is a combination of tasks to be performed in a specific order. You can combine
deployment- related tasks with other types of tasks in a job. You can create folders and organize
jobs and tasks that you have created.You can also drag and drop jobs from one folder to
another folder.
You can do the following with Jobs:
■ Add condition statements to define the tasks to be performed when the condition is satisfied
and when the condition is not satisfied.
■ Rename a job.
■ Delete a job.
■ Clone a job.
Managing tasks and jobs 196
Scheduling a deployment job or task

■ Move a job .
■ Schedule a job.
See “Creating a deployment task” on page 195.
For more information, search for topics on creating a job in the Symantec Management Platform
Help.
To combine tasks into a job
1 In the Symantec Management Console, on the Manage menu, click Jobs and Tasks.
2 In the left pane, right-click the folder where you want the job to be stored in, and then click
New Client Job or New Server Job.
3 In the right pane, create or add the tasks you want.
You can click New to add new jobs or tasks to your job. You can also click Add Existing
to add existing jobs or tasks to your job.
You can use the arrows to order the tasks.
See “Creating a deployment task” on page 195.
4 Select whether the job should fail if any task fails.
5 Click OK.
You can edit, order, and add or delete the tasks in a job. Right-clicking selects the job that you
want to change, and then you can use the options in the right pane.
See “About deployment tasks and jobs” on page 189.

Scheduling a deployment job or task


Deployment Solution lets you schedule a task that you have created. You can schedule the
task to run immediately or a specific time. You can also select the computer on which the task
is executed.
To schedule a task
1 In the Symantec Management Console, on the Manage menu, click Jobs and Tasks.
2 In the left pane, select the task that you want to schedule.
3 (Optional) If you want to execute the task immediately, in the right pane, click Quick Run.
Select the name of the computer that you want the task to run on, and then click Run.
You can schedule the task to run on only one computer using the Quick Run option.
4 If you want to schedule the task to run at a later time or you want to schedule multiple
computers, click New Schedule.
Managing tasks and jobs 197
Verifying the task status

5 Select the date and time that you want to schedule for the task to execute.
You can also select the task to run at specific intervals.
6 Select the computers that you want the task to run on.
7 Click Schedule.
See “Creating a deployment task” on page 195.

Verifying the task status


You can check the state of any tasks that previously ran.
See “About deployment tasks and jobs” on page 189.
You can choose different options for your report, and then click Refresh to see the updated
results.
To verify the task status
1 In the Symantec Management Console, on the Reports menu, click All Reports.
2 In the right pane, expand the Reports > Deployment folders.
3 Click Computers with Deployment Tasks Execution Status.
4 Select the name of the tasks that you want to check the status of.
5 Select a status.
6 Select an image name.
7 Select a time frame.
The report runs, and the right pane is updated with the information that you requested.
See “Creating a deployment task” on page 195.
See “Scheduling a deployment job or task” on page 196.

Creating a Boot To task


You can start computers in an automation environment to run tasks, else boot to a PXE
environment or a production environment based on the requirement.
You can use either PXE environment or automation environment but not both environments
together. Assign this task only if you want to perform a custom automation task.
To create a Boot to task
1 In the Symantec Management Console, select Manage > Jobs and Tasks.
2 In the left pane, do either of the following:
Managing tasks and jobs 198
Creating a Boot To task

■ Right-click System Jobs and Tasks folder and select New > Task.
■ Expand the System Jobs and Tasks folder and right-click Deployment folder to
select New > Task.

3 In the Create New Task dialog box, under Deployment folder, select the Boot to task.
4 The fields and the descriptions are as follows:

Task name icon Displays the default task name as Boot To. You can
edit the default task name to specify a relevant task
name. For example, Boot To_Automation.

Automation Lets you select the automation environment to boot the


client computers. Automation environment is created
on the client computers on which the automation folder
is installed.

Production Lets you select the production environment to the boot


the computer either from the preboot environment or
automation environment.

You boot a computer into the production environment


to resume regular tasks such as report generation or
so.
Managing tasks and jobs 199
Creating a Boot To task

PXE/Netboot Lets you select the PXE image for the WinPE or
LinuxPE environments or the NetBoot image for the
Mac environment from the drop-down list.

For the PXE image, select any of the following


architectures from the drop-down list:

■ Auto
Select this option if you want to boot the client
computer based on the computer's processor
architecture. For example, if you have a client
computer whose processor type is x64 but the
installed operating system is x86 of Windows 7, then
the Auto option boots the computer in x64
architecture mode and not in x86 mode.
The Auto option can be useful if you have created
a common PXE image for both x86 and x64
architectures or want to boot a computer as per the
processor architecture irrespective of the OS
architecture. You create PXE images through the
Manage Preboot Configuration dialog box of the
console.
■ x86
Select this option if the PXE image that you have
created is for the x86 architecture of the operating
system.
■ x64
Select this option if the PXE image that you have
created is for the x64 architecture of the operating
system.

Note: Before you boot to PXE, ensure that you have


started the Windows firewall service and opened the
ports 4011 and 69. Otherwise, booting to PXE might
fail.

Registration Period The registration time period is the time period during
which the client computers are unrolled from Notification
Server registration policy. This happens only when the
client computer tries to boot from one environment to
another. Within the specified registration time, the client
computer must again register back to the registration
policy, failing which, the computer must be registered
manually.

The default registration time that is displayed is the


registration time that is set in the Global Settings page.
Managing tasks and jobs 200
Changing system configuration of computers in Deployment Solution

5 Click OK.
6 Schedule the task.
See “Scheduling a deployment job or task” on page 196.
See “Preparing predefined computers to boot with WinPE image ” on page 64.

Changing system configuration of computers in


Deployment Solution
Deployment Solution lets you apply and change the system configuration of computers. For
example, if you want to change the domain settings of computers after an image is deployed.
You can create and schedule an Apply System Configuration task and change the domain
settings for the computers on which you have deployed an image.
In Deployment Solution you can create system configuration by accessing the following:
■ Settings > Deployment > System Configurations
You create system configurations and apply these system configurations by creating and
scheduling an Apply System Configuration task.
■ Manage > Jobs and Tasks > Deployment
On the Deployment folder, right-click and select new > Task.
In the Create New Task page, in the Deployment folder, select the Apply System
Configuration task. You can run and schedule the task individually or in a job with other
tasks.
For computer names and host name you can also use tokens. For example,
%CustomerToken%, %SERIALNUMBER%.
To create an Apply System Configuration task
1 In the Symantec Management Console, from the Manage menu select Jobs and tasks.
2 In the left pane, do either of the following:
■ Right-click System Jobs and Tasks and select New > Task.
■ Expand the System Jobs and Tasks and right-click Deployment to select New >
Task.

3 In the Create new task dialog box, select Deployment > Apply System Configuration
option.
4 Select one of the following options:
Managing tasks and jobs 201
Changing system configuration of computers in Deployment Solution

Task name icon Displays the default task name as Apply System Configuration. You can edit
the default task name to specify a relevant task name. For example, System
Config_restorefrominventory.

Use a predefined Select the relevant system configuration settings that you have created from
system configuration the drop-down list.

You can also click New to create a new configuration.

See “Creating system configuration settings” on page 211.

You can also edit the existing system configuration by clickingEdit. The
system configuration details are displayed in the Computer name tab and
the Network adapters tab.

Restore system Select this option if you want to restore the system configuration settings for
configuration using a client computer using the inventory data. For example, if you have specified
inventory data an IP address for the system configuration setting and later decide to update
it. In this case, you can use this option to restore the setting for the client
computer provided the specific criteria are met.

You can restore the system configuration settings if the following criteria are
met:

■ The time interval set for the inventory data update to the SMP agent does
not lapse.
■ You do not log in to the client computer after the computer boots.

If you select this option you have to provide the following credentials if the
client computer is a member of a domain:

■ Domain Name
■ User name
■ Password
The credentials are either of a local administrator account or of a domain
account if you join the computer to a domain.
■ Confirm Password

5 Click OK.
6 Schedule the task.
See “Scheduling a deployment job or task” on page 196.
If you execute this task on a Linux or Mac client computer, ensure that you run the send
basic inventory command on the client computer. This command updates the inventory
details on the Symantec Management Platform.
See “Creating system configuration settings” on page 211.
Managing tasks and jobs 202
Copying files and folders

Copying files and folders


Deployment Solution lets you copy files and folders from one client computer to another
computer that is in the same network. You can also copy files and folders from the local
computer on which Symantec Management Platform (SMP) is installed. Deployment Solution
uses either HTTP protocol or UNC to copy a file from the local computer to the client computer.

Note: For Windows, you can copy files over both HTTP and UNC whereas for Linux computers,
you can copy files only over HTTP.

When you copy a file that already exists on a client computer, the earlier version of the file is
overwritten. Deployment Solution also provides you the option to install an executable using
the command-line switch option.
You can use the Copy File task to copy files of installable that you want to install on a different
computer. You can copy installation files such as MSI or EXE. After the task executes, you
can install the application by using the command-line switches.
To copy files and folders
1 Launch the Symantec Management Console.
2 In the Symantec Management Console, on the Manage menu select Jobs and Tasks.
3 In the left pane, do either of the following:
■ Right-click System Jobs and Tasks and select New > Task.
■ Expand the System Jobs and Tasks and right-click Deployment to select New >
Task.

4 The fields and their descriptions are as follows:

Task name icon Lets you specify a name for the Copy File task that you
create.

Copy file Select this option if you want to copy a file.

Copy folder Select this option if you want to copy a folder. Ensure that
all the subfolders are included and are compressed into a
.ZIP file.
Managing tasks and jobs 203
Copying files and folders

Source Select the source of the file or the folder from where you
want to copy.

Select from either of the source options:

■ Access from UNC location


You can access a shared path of the client computer
to copy the file or folder. If you want to copy a file that
is not on the Symantec Management Platform computer
ensure that you provide the credentials for the file. For
the UNC option to work, you must provide the domain
(or computer name) with the user name in the
domain\username format.
■ Upload from local system
You can upload a file or folder from a local computer
on which SMP is installed.

Any changes you make to a local file are not automatically


updated in the Copy File task. For example, you copy a
local file using this task and then make changes to that
file. If you rerun the task, the same file that you previously
copied is used. You must modify your task first and select
the same file to ensure that your changes are correctly
copied.

Location Browse to the location of the files to upload or to the UNC


path to copy the files or folder files.

Specify the credentials in the User name and Password


fields to retrieve the files from the selected location.

Destination The location of the client computer where the files are to
be copied.

File Execute > Command Line Specify the command-line instruction to execute the copied
file on the client computer.

You can execute the *.msi, *.vbs, *.cmd, *.bat, *.vbe, *.wsf,
and *.exe files using the command-line switch.

Provide the required credentials to execute the


command-line instructions in the User name and
Password fields.

5 Click OK.
6 Schedule the task.
See “Scheduling a deployment job or task” on page 196.
Managing tasks and jobs 204
Adding drivers to the Preboot driver database

Adding drivers to the Preboot driver database


Deployment Solution lets you add drivers to the Preboot driver database, which is required
when you boot a computer to the preboot configurations. If a preboot configuration that you
already created requires a new driver, you must regenerate that preboot configuration.
After adding drivers to the Preboot database, the preboot images can then support mass
storage devices (MSDs) and network interface cards (NICs). These critical drivers are added
to the preboot images. These preboot images are deployed through the preboot environment.
It ensures that you can reboot the client computers successfully to automation or to PXE. The
Preboot driver database supports the Windows and Linux operating systems. You cannot add
non-critical drivers to preboot database.
To add new driver to an existing preboot configuration, you must recreate that preboot
configuration with the newly-added driver using the Recreate environment option. If you create
a preboot image before Network Boot Service (NBS) is installed and enabled on a remote site
server, then it is not registered with the site server. In such case, you must either recreate that
preboot environment for the selected image or create a new image to be registered with the
new remote site server.
This use case addresses how you must install the NBS on a site server, add drivers to the
Preboot driver database, and then boot an unknown computer in the preboot environment
using a WinPE image. After the computer boots in the preboot environment, the communication
with Notification server is established.
You must perform the following steps to add drivers to the Preboot driver database and then
execute a scripted Windows OS installation on a computer:

Table 7-5 Adding drivers to the Preboot driver database

Step Action Description

Step 1 Launch the Symantec Launch the Symantec Management Console. You can launch
Management Console the console either from the Start menu of the computer or you
can launch the Web console if you know the IP address of the
Notification Server. For example: http://<IP
address>/altiris/console.

Step 2 Install and enable the Install the Network Boot Service (NBS) on a site server before
Network Boot Service on you perform any other configurations. NBS is a component of
a site server Deployment Solution that you install and run as a service on a
site server. NBS service, once installed on a site server, handles
all the communication with the Symantec Management Platform
for Deployment Solution.

See “Installing Network Boot Service on site server” on page 35.


Managing tasks and jobs 205
Configuring the initial deployment settings

Table 7-5 Adding drivers to the Preboot driver database (continued)

Step Action Description

Step 3 Add drivers to the Add drivers to the Preboot driver database so that they can be
Preboot database included while creating a preboot environment. After you have
added drivers to the Preboot driver database, you can create
a preboot environment. If you want to add a new driver to an
existing preboot configuration, you must regenerate that preboot
configuration. Ensure that you select the WinPE environment
for adding drivers to the Windows operating system.
Note: This task cannot be configured and executed through
the Initial Deployment Job.

See “Adding drivers to the Preboot database” on page 158.

Step 4 Create a Windows Create and configure a Windows preboot environment using
preboot environment a PXE image. The drivers from the Preboot driver database
using a PXE image are used when you create a new configuration or recreate an
existing preboot configuration.

The PXE image is used to boot unknown computers of a


network in the preboot environment or the preOS state. A PXE
image is saved on the site server on which the Network Boot
Service (NBS) is configured. Therefore, ensure that the NBS
service is running on the site server before you create the PXE
image.

See “Preparing unknown computers to boot with WinPE image


” on page 54.

Step 5 Configure NBS for Configure the NBS for unknown computer from the NBS
unknown computers General Settings page.

See “Configuring Network Boot Service for unknown computers


” on page 89.

Step 6 Wait for the computer to After a computer is added to the network, the computer boots
boot in the preboot with the Windows preboot environment using the PXE image
environment that you configured. You can then install a Windows OS or
deploy a Windows image on the computer.

Configuring the initial deployment settings


Initial Deployment settings is a job that you use to set up the initial set of tasks or jobs for
unknown computers or managed computers after they boot to the preboot environment or the
automation environment. For the unknown client computers, this job executes after the
computers boot in the preboot environment, while for the managed computers, the job executes
Managing tasks and jobs 206
Configuring the initial deployment settings

after the computers boot to preboot environment or the automation environment. This Initial
Deployment settings menu can be configured only for the Windows client computers.
For example, you have an unknown computer in the network that you want to boot in preboot
environment first and then want to execute a set of tasks after the computer boots. The tasks
that you want to execute on the computer are, Deploy Image, Boot To production, and then
Apply System Configuration. You can wrap up these tasks in a job and then configure and
schedule the Initial Deployment job for the unknown computers. After the unknown computers
boots in the preboot environment, the Initial Deployment menu that you configured is displayed.
You can choose the tasks or jobs that you want to execute from the displayed list. At this stage,
you can also choose to deselect any task that you do not want to execute.

Note: In case of configuring an Initial Deployment job to deploy an image using multicast option,
ensure to add -mp -clients=3 -threshold=2 -connectimeout=10 in the command line
options of the deploy image task that you want to add in the Initial Deployment job

If you have managed computers that you want to boot in automation environment, then you
can set the redeployment tasks through this Initial Deployment job menu. In the automation
environment, after you boot the managed computer manually, the list of initial tasks that you
have set in this menu are displayed.
You can configure the Initial Deployment job menu from the following options of the console:
■ Settings > Deployment > Initial Deployment menu
■ Settings > All Settings > Deployment > Initial Deployment option
To configure the initial deployment settings
1 In the Symantec Management Console, on the Settings menu, click Deployment > Initial
Deployment.
2 In the Initial Deployment Settings dialog box, specify the values for the fields.
3 In the Initial Deployment Settings dialog box, click Add to add the tasks that you want
to display in the job menu of the computer.
The fields and the descriptions of the dialog box are as follows:

Network Boot Services Settings Lets you browse to the NBS General Settings dialog box of
the console to configure the Network Boot Service that is
installed on a site server.

See “About NBS General Settings ” on page 85.


Managing tasks and jobs 207
Configuring the initial deployment settings

Initial Deployment (Unknown Lets you configure the job menu that must display for the
Computer) Menu unknown computer after the computer boots in the preboot
environment.

Click Add to launch the Add Existing Tasks/Jobs dialog box


to add the tasks or jobs that you want to display in the job menu.
By default, the first task or job is listed as the default task in the
table. You can select a different task or job by selecting the
corresponding radio button.

Select any one of the following options to configure the schedule


of the job:

■ Run default job immediately


Select this option to run the default job immediately after
you create.
■ Wait indefinitely for user selection
Select this option if you want to select the job from the job
menu that is displayed on the unknown computer.
■ Run default job after [] seconds
Select this option if you want to run the default job after the
time that you specify in seconds.
■ Shutdown the computer after [] seconds
Select this option if you want the unknown computer to shut
down after the time that you specify in seconds

You can delete an already configured job by selecting the job


and then click the delete icon.
Managing tasks and jobs 208
Adding or importing predefined computers

Re-Deployment (Managed Lets you configure the job menu that displays for the Windows
Computer) Menu managed computer after the computer boots in the automation
environment.

Click Add to launch the Add Existing Tasks/Jobs dialog box


to add the tasks or jobs that you want to display in the job menu.
By default, the first task or job is listed as the default task in the
table. You can select a different task or job by selecting the
corresponding radio button. .

Select any one of the following options to configure the schedule


of the job:

■ Run default job immediately


Select this option to run the default job immediately.
■ Wait indefinitely for user selection
Select this option if you want to select the job from the job
menu that is displayed on the managed computer.
■ Run default job after [] seconds
Select this option if you want to run the default job after the
time that you specify in seconds.
■ Shutdown the computer after [] seconds
Select this option if you want the managed computer to shut
down after the time that you specify in seconds

You can delete an already configured job by selecting the job


and then click the delete icon.

4 Select the default task for the initial deployment menu.


The selected default task execution starts after the lapse of time specified. During the
specified time, you can choose to run any other tasks that are displayed in the menu.
5 Click Save changes.
See “Booting managed Windows computer with WinPE image” on page 74.
See “Preparing site servers for Deployment Solution ” on page 30.

Adding or importing predefined computers


Deployment Solution lets you provision client computers even before they are added to the
network as predefined computers. You add the predefined computer details or import them
from a .txt file or a .csv file. Both addition and import of predefined computer details can be
performed through the Symantec Management Platform (SMP) console.
See “About predefined computers in Deployment Solution” on page 48.
Managing tasks and jobs 209
Adding or importing predefined computers

To add a predefined computer


1 In the Symantec Management Console, on the Settings menu, click Deployment >
Predefined Computers.
2 In the Predefined Computer dialog box, click Add.
3 In the Add Predefined Computer Settings page, specify the values for the fields that
are as follows:

Name Lets you specify a name for the predefined computer.

This field is mandatory.

Serial Number Lets you specify the serial number of the computer.

The value of this hardware identifier is used by Deployment


Solution as a matching criteria to identify unknown client
computers of a network as potential predefined computers.

Asset Tag Lets you specify the asset tag of the computer.

UUID Lets you specify the Universal Unique Identifier (UUID) of the
computer.

The value of this hardware identifier is used by Deployment


Solution as a matching criteria to identify unknown client
computers of a network as potential predefined computers.

Host Name Lets you specify the host name of the computer.

Domain/Workgroup Lets you specify the domain of the computer.


Managing tasks and jobs 210
Adding or importing predefined computers

Network Adapters Lets you select the type of network adapter that you want to add
as predefined computer. Click Add if you want to add more than
one adapters.

The options to select from are as follows:

■ Use DHCP to obtain IP address


By default, this option is selected.
Select this option if you want to select the IPaddress of
computers using DHCP. Specify the values for the required
fields that appear after you select this option.
The fields that you can specify are as follows:
■ MAC Address
The value of this hardware identifier is used by
Deployment Solution as a matching criteria to identify
unknown client computers of a network as potential
predefined computers.
■ DNS 1, DNS2, DNS3
■ Primary DNS Suffix
■ Primary WINS Server
■ Secondary WINS Server
■ Assign static IP address
Select this option if you want to specify a static IP address of
the computers. Specify the values for the required fields that
appear after you select this option.
The fields that you can specify are as follows:
■ MAC Address
The value of this hardware identifier is used by
Deployment Solution as a matching criteria to identify
unknown client computers of a network as potential
predefined computers.
■ IP Address
■ Default Gateway
■ Subnet Mask
■ DNS 1, DNS2, DNS3
■ Primary DNS Suffix
■ Primary WINS Server
■ Secondary WINS Server

Note: The MAC address is mandatory for the Mac client


computers.

4 Click OK.
Managing tasks and jobs 211
Creating system configuration settings

To import predefined computer


1 In the Symantec Management Console, on the Settings menu, click Deployment >
Predefined Computers.
2 In the Predefined Computer dialog box, click Import Computers.
3 In the Open File dialog box, navigate to the.txt or the .csv file that contains the
information about the computers to import.
You can copy a sample Pre-DefinedComputers.csv file from the \Program
Files\Altiris\Notification
Server\NSCap\bin\Win32\X86\Deployment\Sample\PreDefinedComputers folder.

See “Referencing a sample CSV file” on page 63.


4 From the Manage menu, select Computers to view the details of imported predefined
computers.

Creating system configuration settings


The system configuration setting of a client computer comprises of the network setting, domain
name, computer name, IP address, and so on. Deployment Solution lets you create system
configurations to apply on the client computers after they boot to the production environment
from the preboot environment or automation environment. For example, after you boot 50
client computers to the production environment, you might want the computer names to be
modified and also join a common domain. This task can be performed through the system
configuration that you create and apply on the client computers.
You either create a new system configuration setting for the client computers or update an
existing system configuration. Deployment Solution lets you apply system configurations on
the managed client computers that are already imaged or on which a Deploy Image task is
executed.
To create system configuration settings
1 In the Symantec Management Console, on the Settings menu, click Deployment >
System Configurations.
2 Click New system configuration.
3 In the Create System Configuration dialog box, select the appropriate option and specify
the values.

Name Lets you specify a name for the system configuration


task that you create.

Description Lets you specify a description for the task that you create.
Managing tasks and jobs 212
Creating system configuration settings

4 On the Computer Information tab of the dialog box, select the appropriate option and
specify the values.

Computer name Select Computer name and enter a computer name.

For computer names, you can use tokens. For example,


%CustomerToken%, %SERIALNUMBER%.

If you select Computer name, you can select Leave


existing for a computer that is not stored in the
database. In this instance, the default name that the
Windows installation generates is used.

Name range Select this option to provide a name range for the client
computers and click Define range.

The Name range option lets you use the same


configuration for multiple computers. The Define range
option lets you specify the Fixed text and the Range
start in the Computer Name Range dialog box.

In the Computer Name Range dialog box, computers


are named using a fixed text appended with the range
value that you specify. The range is appended to the
name only if you check the Append textbox. The range
is the number that you want to start with. This string
increment is by 1 for each computer that receives the
configuration.

You can specify a range of 6-digit number. For example,


if you specify fixed text as ABC and range start as
123456, then the names of the client computers will be
as, ABC123456, ABC 123457 and so on.

Additionally, if you use a name range with a static IP


address on this tab, the IP address you specify is
incremented as well.

Workgroup Select Workgroup and enter a workgroup name for the


new configuration. or
Managing tasks and jobs 213
Creating system configuration settings

Domain Select Domain and enter the domain name.

If you select Domain, you must specify the administrative


domain user name and password.

The credentials are either of a local administrator account


or of a domain account if you connect the computer to
a domain.

Organizational unit

The organization unit lets you add the computer at


different organizational unit levels. If you have only the
domain level, then specify the domain level and leave
the organizational unit as empty. All the client computers
are then added to the domain level of the Active Directory
You can add the computers to the following
organizational units:

■ One level under the domain


For example, If you have an organizational unit name
OU1 enter OU1 in the Organizational unit field.
■ Multiple level organizational units under the domain
For example, If you have multiple levels of
organizational units such as OU3 under OU2 which
is under OU1 and so on, enter OU1/OU2/OU3 in the
Organizational unit field to add the client computer
to the OU3 level under the domain.

5 In the Network Adapters tab of the dialog box, select and specify the required information.

Connection-specific DNS suffix Lets you specify the domain suffix of the network.

Select Leave existing if you want to retain the existing


domain suffix.
Managing tasks and jobs 214
Creating or modifying tokens in Deployment Solution

Network adapter Lets you select a network adapter from the drop-down
list.

Click Add to add a network adapter to the configuration.


Click Remove to remove a network adapter from the
configuration.

Select one of the following options:

■ Leave existing
Select this option if you want to use the existing
default DHCP or IP address.
■ Use DHCP to obtain IP address
Select this option if you want to use the DHCP server
to assign IP address to the client computers.
■ Assign a static IP address
Select this option to assign a static IP address.
Specify the following after you select this option:
■ IP address
■ Use as range
■ Subnet mask
■ Default gateway
■ DNS1
■ DNS2
Click Advanced to create the IP interfaces, gateway,
and DNS.
If you change an IP address from DHCP to static,
you must supply the subnet mask and gateway. Even
if they are the same as they were when you use
DHCP, you must supply these numbers. These
values are not stored when you use DHCP.

You can add multiple NIC, but it is not supported for


SUSE client computers.

6 Click OK.
See “Changing system configuration of computers in Deployment Solution” on page 200.

Creating or modifying tokens in Deployment Solution


In Deployment Solution, a system token is a type of variable, which is replaced with unique
deployment-related data that is retrieved from the database. You can insert these variable
tokens in scripts or answer files to extract information from the database. Deployment Solution
provides you with the option to create tokenized scripts through the console as well as has
predefined tokens to use.
Managing tasks and jobs 215
Creating or modifying tokens in Deployment Solution

See “About predefined tokens in Deployment Solution” on page 215.


You can add or create a new token, edit the SQL query of an existing token, or delete a token
that you have created. You are not recommended to modify an existing token name.
To create new tokens through the console
1 In the Symantec Management Console, on the Settings menu, click Deployment >
Tokens.
2 Click New token.
3 Enter a name for the token in the Token name field.
4 Enter the SQL statement for the token.
5 Click Validate SQL to validate the SQL statement.
6 Click Save changes.
To modify an existing token
1 In the Symantec Management Console, on the Settings menu, click Deployment >
Tokens.
2 Select an existing token that is listed in the table and double-click it.
3 In the SQL statement field, modify the SQL query of the token.

About predefined tokens in Deployment Solution


In Deployment Solution, a system token is a type of variable that can be replaced with unique
deployment-related data that are retrieved from the database. You can insert these variable
tokens in scripts or answer files to extract information from the database. Each managed
computer can have its own unique value for each token. For example, the %COMPNAME%
token stores the NetBios computer name while the %DOMAIN% token stores the Microsoft
Domain or Workgroup a computer is a member. Depending on the individual computer, there
may not be a value stored in the database for every possible token. The names for the
Deployment Solution system tokens are case sensitive and must have a percent sign at the
beginning and end of the token name.
There are tokens that you can add through the Symantec Management Console and also
through the unattended or answer configuration file.
You can access the tokens from either of the following menus of the console:
■ Settings > All Settings menu > Settings pane > Notification Server > Task Settings
> Tokens
■ Settings > Deployment > Tokens
You can add or create a new token, edit the SQL query of an existing token, or delete a token
that you have created. You are not recommended to modify an existing token name.
Managing tasks and jobs 216
Creating or modifying tokens in Deployment Solution

Deployment Solution supports usage of tokens for the following tasks:


■ Prepare for Image capture
■ Create Image
■ Deploy Image
■ Install Windows OS
■ Install Linux/ESX OS
■ Apply System Configuration
■ Capture Personality
Tokens that are supported for the Create Image task of Windows operating system are as
follows:

Table 7-6 Tokens for Windows imaging task

Token Description

%COMPNAME% Actual computer name used by the OS

%MODELNUMBER% Model number of the computer

%OS% Specific operating system (Win98, Win2K, WinXP, Linux )

%SERIALNUMBER% Serial number from SMBIOS

%TRIMSERIALNUMBER% Serial number from SMBIOS without black spaces

Tokens that are supported for the Create Image task of Linux operating system are as follows:

Table 7-7 Tokens for Linux imaging task

Token Description

%COMPNAME% Actual computer name used by the OS

%NICyIPADDR% IP Address for NIC y (y = 1-8). For example, the first NIC
would be %NIC1IPADDR% I , second %NIC2IPADDR%

%NICyIPHOST%, IP Host for NIC y (y = 1-8). For example, the first NIC would
be %NIC1IPHOST%; the second would be %NIC2IPHOST%

%NICyIPDNSx% DNS entry x for NIC y, for example: the second NIC fourth
DNS entry would be %NIC2IPDNS4%.

%NICyIPGATEWAY Default gateway for NIC y (y = 1-8). For example, the first NIC
would be %NIC1IPGATEWAY%, second
%NIC2IPGATEWAY%
Managing tasks and jobs 217
Creating or modifying tokens in Deployment Solution

Table 7-7 Tokens for Linux imaging task (continued)

Token Description

%NICyIPNETMASK% Netmask for NIC y. For example, the first NIC would be
%NIC1IPNETMASK%, second %NIC2IPNETMASK%

%NICyIPWINSx% WINS entry x for NIC y. For example, the third NIC first WINS
entry would be %NIC3IPDNS1%

%NICyMACADDR% MAC for NIC y (y = 1-8). For example, the first NIC would be
%NIC1MACADDR%, second%NIC2MACADDR%

%OS% Specific operating system (Win98, Win2K, WinXP, Linux)

%OSTYPE% Operating system type (Win9x, WinNT, Linux)

%SERIALNUMBER% Serial number from SMBIOS

Tokens that are supported for the Create Image task of Mac operating system are as follows:

Table 7-8 Tokens for Mac imaging task

Token Description

%COMPNAME% Actual computer name used by the OS

%NICyIPADDR% IP Address for NIC y (y = 1-8). For example: the


first NIC would be %NIC1IPADDR% I, second
%NIC2IPADDR%

%NICyIPHOST% IP HOST for NIC y (y = 1-8). For example, the first


NIC would be %NIC1IPHOST%; the second would
be %NIC2IPHOST%

%NICyIPGATEWAY% Default gateway for NIC y (y = 1-8). For example:


the first NIC would be %NIC1IPGATEWAY%,
second %NIC2IPGATEWAY%...

%NICyIPNETMASK% Netmask for NIC y. For example: the first NIC would
be %NIC1IPNETMASK%, second
%NIC2IPNETMASK% ...

%NICyMACADDR% MAC for NIC y (y = 1-8). For example: the first NIC
would be %NIC1MACADDR%,
second%NIC2MACADDR%

%SERIALNUMBER% Serial number from SMBIOS

%OS% Specify operating system


Managing tasks and jobs 218
Creating or modifying tokens in Deployment Solution

Table 7-8 Tokens for Mac imaging task (continued)

Token Description

%OSTYPE% Operating system type

Tokens that are supported for the Apply System Configuration task of Windows operating
system are as follows:

Table 7-9 Tokens for Apply System Configuration task of Windows

Token Description

%COMPNAME% Actual computer name used by the OS

%DOMAIN% MS Workgroup or domain name

%DSSERVER% The NetBios name of the computer where the Deployment


Server is installed

%MANUFACTURERNAME% Computer manufacturer from SMBIOS

%MODELNUMBER% Model number of the computer

%SERIALNUM% Serial number from SMBIOS

%TRIMSERIALNUMBER% Serial number from SMBIOS without black spaces

Note: Tokens are not supported for Apply System Configuration task of Linux operating
system.

Tokens that are supported for the Personality Capture task are as follows:

Table 7-10 Tokens for Personality Capture

Token Description

%COMPNAME% Actual computer name used by the OS

The list of tokens that you can add to the unattended.xml or answer file for installing OS tasks
are as follows:
■ @timezone
■ @userName
■ @domainou
■ @compName
Managing tasks and jobs 219
Creating or modifying tokens in Deployment Solution

■ @license
■ @tcpIP
■ @adapter
■ @ProcessArchitecture
■ @NetCardAddress
See “Creating or modifying tokens in Deployment Solution” on page 214.

Adding tokens for deployment tasks


You can add tokens either through the console or through the answer files for specific
deployment-related tasks. Addition of tokens in tasks help you retrieve the actual data of the
computer that can be useful. For example, if you use a token %COMPNAME% for the Image
name field of a Create Image task, then the image is created using the actual name of the
computer. You can specify more than one token in a field with no space as separator. You
can also specify tokens in the answer files of the deployment tasks. In case of Mac, the tokens
are supported for imaging task only and can be added only through the console.
Deployment Solution supports usage of tokens for the following tasks:
■ Prepare for Image capture
■ Create Image
■ Deploy Image
■ Install Windows OS
■ Install Linux/ESX OS
■ Apply System Configuration
■ Capture Personality
To add tokens in answer file for the Prepare for Image capture task
1 Launch the Symantec Management Platform console and select Settings > Deployment
> Tokens menu.
2 In the Tokens dialog box, create a new token.
See “Creating or modifying tokens in Deployment Solution” on page 214.
Managing tasks and jobs 220
Creating or modifying tokens in Deployment Solution

3 Place the token that you created either in the answer file for Prepare for Image capture
task or in the sysprep.inf file.
The answer file is located in [install_directory]\Program Files\Altiris\Notification Server
\NSCap\bin\Win32\X86\Deployment\unattend.xml and the sysprep.inf file is in
NSCap\bin\Win32\X86\Deployment\ location
4 Create a task and schedule it.
To add tokens in answer file for the Deploy Image task
1 Launch the Symantec Management Platform console and select Settings > Deployment
> Tokens menu.
2 In the Tokens dialog box, create a new token.
See “Creating or modifying tokens in Deployment Solution” on page 214.
3 Place the token that you created either in the answer file for Deploy Image task or in the
sysprep.inf file.
The answer file is located in [installation_directory]\Program Files\Altiris\Notification
Server\NSCap\bin\Win32\X86\Deployment\unattend.xml and the sysprep.inf file is in
\NSCap\bin\Win32\X86 location.
4 Create a task with the option, Custom Sysprep configuration file selected in the Deploy
Image dialog box and schedule it.
To add tokens in answer file for the Install Windows OS task
1 Launch the Symantec Management Platform console and select Settings > Deployment
> Tokens menu.
2 In the Tokens dialog box, create a new token.
See “Creating or modifying tokens in Deployment Solution” on page 214.
3 Place the token that you created either in the answer file for Install Windows OS task.
The answer file is located in [installation_directory]\Program Files\Altiris\Notification
Server\NSCap\bin\Win32\X86\Deployment\SOI\AnswerFile location.
4 Create a task with the option, Configuration file selected in the Install Windows OS
dialog box and schedule it.
To add tokens in answer file for the Install Linux/ESX OS task
1 Launch the Symantec Management Platform console and select Settings > Deployment
> Tokens menu.
2 In the Tokens dialog box, create a new token.
See “Creating or modifying tokens in Deployment Solution” on page 214.
Managing tasks and jobs 221
Configuring multicast options to deploy image

3 Place the token that you created either in the answer file for Install Linux/ESX OS task.
The answer file is located in [installation_directory]\Program Files\Altiris\Notification
Server\NSCap\bin\UNIX\Deployment\Linux\x86\SOI\AnswerFile location.
4 Create a task with the option, Configuration file selected in the Install Linux/ESX OS
dialog box and schedule it.
See “About predefined tokens in Deployment Solution” on page 215.

Configuring multicast options to deploy image


You can configure the image multicasting settings through the following options:
■ Settings > Deployment > Image Multicasting menu
■ Settings > All Settings > Deployment > Image Multicasting option
To configure multicast options
1 In the Symantec Management Console, on the Settings menu, click Deployment > Image
Multicasting.
2 Specify values for the following fields:

IP range The range of IP addresses to use for image deployment.

Port range The range of port numbers to use for image deployment.

Threshold The minimum number of clients that need to be part of the group
before multicasting is used.

Speed The maximum speed to use when multicasting to avoid flooding the
network with too much traffic. As this number increases, there is a
greater chance for dropped packets and slower speeds to occur.

Timeout The maximum number of minutes to wait for the specified number
of clients to join the group. If this number is reached, your images
are deployed separately.

3 Click Restore defaults to use the default configuration settings.


4 Click Save changes.
Chapter 8
Capturing and distributing
computer personalities
This chapter includes the following topics:

■ Capturing and distributing personality

■ About capturing and distributing personalities

■ About personality templates

■ About migration settings

■ Capturing a computer's personality

■ Distributing a computer's personality

Capturing and distributing personality


Deployment Solution lets you capture and distribute computer personalities. Computer
personalities contain the documents, the registry settings, and the configuration files that are
associated with applications. Deployment Solution supports capturing and distributing of
personalities for Windows XP, Windows Vista, and Windows 7.
See “About capturing and distributing personalities” on page 224.
Personalities are usually captured as part of an operating system migration or as a backup.
The captured personalities are stored in Personality Packages that are placed in the
<install_directory>\Program Files\Altiris\Deployment\PCT folder.

You must use a template while creating a capture personality task. If you haven’t created a
template yet, you can use one of the default templates that are included with Deployment
Solution. You can create templates using either of the following tools that are in the
<install_directory>\Program Files\Altiris\Deployment\PCT folder:
Capturing and distributing computer personalities 223
Capturing and distributing personality

■ Template.exe
The Template.exe launches the Altiris PCTransplant Template Builder tool that lets you
create a Personality Build Template.
■ PCTEdit.exe
The PCTEdit.exe launches the Altiris PC Transplant Package Editor tool. You can launch
the PCTransplant Template Builder from the Tools > Template Builder.
The following tables list the steps to capture a computer's personality and distribute the
computer's personality:
■ Capturing a computer's personality
See Table 8-1 on page 223.
■ Distributing a computer's personality
See Table 8-2 on page 224.
The following table lists the steps to capture a computer's personality:

Table 8-1 Capturing a computer's personality

Step Action Description

Step 1 Launch the console Launch the Symantec


Management Console. You can
launch the console either from the
Start menu of the computer or you
can launch the Web console if you
know the IP address of the
Notification Server. For example:
http://<IP address>/altiris/console.

Step 2 Create or modify a template Create or modify a template that


you use in the Capture
Personality task. The template
specifies the type of settings,
documents, and other information
that is to be captured in the
Personality Package.

See “About personality templates”


on page 225.

Step 3 Capture the personality Create and schedule a Capture


Personality task to capture the
personality of the client computer.

See “Capturing a computer's


personality” on page 227.
Capturing and distributing computer personalities 224
About capturing and distributing personalities

The following table lists the steps to distribute a computer's personality:

Table 8-2 Distributing a computer's personality

Step Action Description

Step 1 Launch the console Launch the Symantec


Management Console. You can
launch the console either from the
Start menu of the computer or you
can launch the Web console if you
know the IP address of the
Notification Server. For example:
http://<IP address>/altiris/console.

Step 2 Distribute the personality Create and schedule a Distribute


Personality task to distribute the
personality of the client computer.

See “Distributing a computer's


personality” on page 228.

About capturing and distributing personalities


Deployment Solution lets you capture and distribute a computer's personality. Personalities
are the files that contain the user data and application settings. Personalities contain the
documents, the registry settings, and the configuration files that are associated with the
applications. Personalities are usually captured as part of an operating system migration or
as a backup. Deployment Solution supports capturing and distributing personalities for Windows
XP, Windows Vista, and Windows 7. Both 64-bit operating system and 32-bit operating system
are supported.
The captured personality of a computer is stored in a self extracting executable file that is
known as a Personality Package. The Personality Packages are based on the templates that
you can run from command-line instructions to automate operating system migrations. You
can build and edit your own templates to define the settings, files, and options that you want
for your Personality Packages. A Personality Package can include the desktop, printer, network,
application settings (such as favorites and contacts), and entire directory structures of the
client computer. You can create Personality Packages that contain the most used directories,
documents, and settings for a group of computers. You can also create packages for individual
users on a shared computer. A user can install a specific Personality Package on a computer.
After the user completes work, each user can then uninstall the package so the computer is
ready for another user.
Capturing and distributing computer personalities 225
About personality templates

Note: Capture and distributing personalities is not supported on Linux and Mac operating
systems.

You can also perform a real-time migration from one computer to another. In real-time
migrations, you can map users and their properties, create user accounts, and install
applications.
See “About migration settings” on page 226.

Note: In a hierarchy, the Deployment Solution license must be installed on each Notification
Server to manage personalities. Licenses for PC Transplant are not replicated to child
Notification Servers.

See “About personality templates” on page 225.


See “Capturing a computer's personality” on page 227.
See “Distributing a computer's personality” on page 228.

About personality templates


In Deployment Solution, to create a Personality Package, you must specify the type of
information that is to be captured in the package. A personality template file is used to specify
all the information that is to be captured in a Personality Package. A personality template file
contains information about the settings and files that you want to migrate from the client
computer. A personality template reduces errors and allows the deployment job to automatically
create packages.
See “About capturing and distributing personalities” on page 224.
You can use either of the following files to create a personality template:
■ Template.exe
The Template.exe launches the Altiris PCTransplant Template Builder tool that lets you
create a Personality Build Template. The Template.exe is located at
<install_directory>\Program Files\Altiris\Deployment\PCT folder.
■ PCTEdit.exe
The PCTEdit.exe lets you view and change an existing Personality Package. The
PCTEdit.exe is located at <install_directory>\Program Files\Altiris\Deployment\PCT folder.
In the Altiris PC Transplant Package Editor, select the Tools > Template Builder option
to create a template or edit an existing template.
You can use your templates as a separate utility or as part of a Deployment Solution job.
See “About deployment tasks and jobs” on page 189.
Capturing and distributing computer personalities 226
About migration settings

See “Capturing a computer's personality” on page 227.


See “About migration settings” on page 226.

About migration settings


You can set the settings that you want to capture in a personality. These settings are set in
template file.
You can create a template by using either of the following:
■ PCTEdit.exe
Navigate to <Install_directory>\ProgramFiles\Altiris\Deployment\PCT folder to access the
executable file.
■ TEMPLATE.exe
Navigate to <Install_directory>\ProgramFiles\Altiris\Deployment\PCT folder to access the
executable file.
Personality templates determine the individual files and folders to migrate. The computer that
you use to build the Personality Package registers the file types that you can choose to migrate.
You can choose to migrate settings from the following categories:
■ Computer desktop settings
These settings include Control Panel settings, Display properties including desktop colors,
and background information.
■ Network settings
These settings include the computer, domain name, folder, drive share assignments, and
drive mappings for Windows.
■ Application settings
These settings include the unique menu bar options for a particular application. However,
you cannot migrate applications. A2i text files determine the application settings that can
be migrated and include the Word.a2i, MS Outlook.a2i, and WinZip.a2i files. Over 65
A2i files are included with Deployment Solution. You can also create custom A2i files using
the A2i Builder utility.
■ Individual files and folders
■ Specific file types
See “About personality templates” on page 225.
You determine what desktop and network settings to migrate based on the text files that are
called Settings Files. These files are included with Deployment Solution and include the
Dsktop*.ini and Ntwrk*.ini files.

See “About capturing and distributing personalities” on page 224.


Capturing and distributing computer personalities 227
Capturing a computer's personality

Capturing a computer's personality


Deployment Solution lets you capture a computer's personality. A computer personality includes
user data and application settings. Personality Packages are stored in the
(install_directory)\Altiris\NSCap\bin\Deployment\Packages\PCTPackages directory.
This directory contains several folders that are named with GUIDs. After you create a
personality, the package is located in one of these folders. You can capture a computer’s
personality by executing the Capture Personality task.
See “About capturing and distributing personalities” on page 224.
You must use a template to specify the details that are to be captured in a computer's
personality. Deployment Solution includes templates for many common applications and
provides the tools that help you create and modify templates for new and custom applications.
See “About deployment tasks and jobs” on page 189.
To capture user settings
1 In the Symantec Management Console, navigate to either of the following:
■ From the Actions menu, select Deployment > Capture Personality.
■ Select the Manage > Jobs and Tasks menu
In the left pane do either of the following:
■ Right-click System Jobs and Tasks folder and select New > Task.
■ Expand the System Jobs and Tasks folder and right-click Deployment folder to
select New > Task.

2 In the Create New Task dialog box, from the left pane select Deployment > Capture
Personality task.
Capturing and distributing computer personalities 228
Distributing a computer's personality

3 The fields and the descriptions are as follows:

Task nameicon Displays the default task name as Capture


Personality. You can edit the default task name
to specify a relevant task name. For example,
Personality_WinXP.

Personality name Lets you specify a unique personality name.

You can specify a description for the personality


that you capture. If you capture multiple
personalities, you can use the %COMPNAME%
token as the personality name. This token creates
a unique name for each personality based on
managed client computer name .

Select template Lets you browse and select a template for the
personality that you want to capture.

Select the Create Vista compatible file (pkg)


check box if you want to distribute personality to
a computer with Windows Vista and above
operating system.

See “About personality templates” on page 225.

Personality Credentials Lets you specify the credentials to secure the


personality.

4 Click OK.
5 Schedule the task.
See “Scheduling a deployment job or task” on page 196.
See “Distributing a computer's personality” on page 228.

Distributing a computer's personality


Deployment Solution lets you restore or distribute computer personality to client computers.
The Distribute Personality task distributes a personality through a self-extracting executable
file that is called a Personality Package. Personality packages are stored in the
<install_directory>\Program Files\Altiris\Deployment\PCT folder.

See “About capturing and distributing personalities” on page 224.


See “About deployment tasks and jobs” on page 189.
Capturing and distributing computer personalities 229
Distributing a computer's personality

To restore user settings


1 In the Symantec Management Console, you can do either of the following:
■ From the Actions menu, select Deployment > Distribute Personality.
■ From the Manage menu, select Jobs and Tasks.
In the left pane, do either of the following:
■ Right-click System Jobs and Tasks and select New > Task.
■ Expand the System Jobs and Tasks and right-click Deployment to select New
> Task.

2 In the Create New Task dialog box, select Deployment > Distribute Personality.
3 The fields and their descriptions are as follows:

Task name icon Lets you specify the name of the distribute
personality task that you create.

Personality name Lets you type the name of the personality or


select the name of the personality from the
drop-down list that you want to use.

If you distribute multiple personalities, you can


use the %COMPNAME% token as the personality
name.

This token creates a unique name for each


personality. You can also browse to the
personality file that you want to use.

Description Lets you type a description for the personality


that you want to use.

Distribute options > Command-line options Type the command-line to distribute the
personality to.

Personality Credentials > Password Type the password if the personality is password
protected.

4 Click OK.
5 Schedule the task.
See “Scheduling a deployment job or task” on page 196.
See “Capturing a computer's personality” on page 227.
Chapter 9
Removing unwanted
packages/resources
This chapter includes the following topics:

■ About removing unwanted packages and resources

■ Deleting an image package

■ Deleting an image resource

■ Deleting a scripted install package

■ Deleting a copy file contents package

About removing unwanted packages and resources


Removing unwanted packages and resources helps you to maintain and manage the storage
location. It also eliminates the occurrence of an error when you select and execute a task on
a client computer.
Deployment Solution lets you delete the disk images that you have created. When a disk image
is created, an image package and an image resource for that disk image are also created.
Hence, when you delete a disk image you also have to delete the image package and the
image resource associated with it. You can remove the unwanted packages and resources
by using the options available in the menu.
See “Deleting an image package” on page 231.
Deployment Solution also lets you delete the scripted install packages and the copy file contents
package.
See “ Deleting a scripted install package ” on page 232.
See “Deleting a copy file contents package” on page 232.
Removing unwanted packages/resources 231
Deleting an image package

See “Deleting an image resource” on page 231.

Deleting an image package


Image packages are created when you create a disk image. Both an image package and an
image resource are created in addition to the actual image file.
See “About disk image packages” on page 135.
To delete all image references from the database, you also need to delete the image resource
or personality resource.
See “Deleting an image resource” on page 231.
To delete an image package
1 In the Symantec Management Console, on the Settings menu, click All Settings.
2 In the left pane, expand the Settings and the Deployment folders.
3 Click Disk Images.
4 Right-click the image package that you want to delete and click Delete.
5 On the Delete Item dialog box, click OK.
The package is deleted.
See “About removing unwanted packages and resources” on page 230.

Deleting an image resource


You must remove the image resource or personality resource to completely delete an image
reference. These steps also apply to backup images and captured computer personalities.
To delete all image references from the database, you need to delete the image package first.
See “Deleting an image package” on page 231.
To delete an image resource or personality resource
1 In the Symantec Management Console, on the Manage menu, click Resource.
2 From the Group drop-down menu, select Image Resource under Software Component..
3 On the Select Resource page, click the image that you want to delete.
Removing unwanted packages/resources 232
Deleting a scripted install package

4 Click OK.
The Resource Manager displays some of the details of the image that you selected. The
path to the image file is not listed.
5 On the left pane, click Delete.
The resource link is deleted from the database, but the actual image file is not deleted
from disk. You need to delete the image file manually.
See “About removing unwanted packages and resources” on page 230.

Deleting a scripted install package


You can delete the scripted install packages that are no longer required. These packages can
be the ones with an incorrect operating system assigned to them. They can also be the ones
for which all the scripted files were not saved due to system load.
Before you delete a scripted install package, ensure that there are no tasks associated with
that package. Also, ensure that the jobs or tasks that are currently running are not associated
with that scripted install package.
To completely remove a scripted install package, first delete it from the Symantec Management
Platform, and then manually delete it from the Deployment Share. After deleting the scripted
install package, update all the site servers to reflect the updated list of packages.
To delete a scripted install file
1 In the Symantec Management Console, on the Manage menu, click Settings > All
Settings.
2 In the left pane, expand Deployment > Scripted Install Files.
3 Right-click the file you want to delete and select Delete.
4 Click OK on the confirmation message box.
5 On the Deployment Share, go to the following folder:
\\localhost\Deployment\Task Handler\SOI

6 Delete the relevant scripted install package.


See “Deleting a copy file contents package” on page 232.
See “About removing unwanted packages and resources” on page 230.

Deleting a copy file contents package


You can delete the copy file contents packages that are no longer valid or required.
Removing unwanted packages/resources 233
Deleting a copy file contents package

Before you delete a copy file contents package, ensure that there are no tasks associated with
that package. If there are any associated tasks, delete them.
To completely remove a copy file contents package, first delete it from the Symantec
Management Platform, and then manually delete it from the Deployment Share. After deleting
the copy file contents package, update all the site servers to reflect the updated list of packages.
To delete a copy file contents package
1 In the Symantec Management Console, on the Manage menu, click Settings > All
Settings.
2 In the left pane, expand Deployment > Copy File Contents.
3 Right-click the file you want to delete and select Delete.
4 Click OK on the confirmation message box.
5 On the Deployment Share, go to the following folder:
\\localhost\Deployment\Task Handler\CopyFile

6 Delete the relevant copy file contents package.


See “ Deleting a scripted install package ” on page 232.
See “About removing unwanted packages and resources” on page 230.
Appendix A
Command-line switches
This appendix includes the following topics:

■ About command-line switches

■ About command-line switches for DeployAnywhere.exe

About command-line switches


Table A-1 Ghost command-line switches

Command-line switch Description

-align = chs Lets you override the way in which the partitions are aligned when an
individual partition or disk full of partitions is restored. This switch aligns
-align = 1mb
the partition to the boundary as follows:

1 CHS: Aligns to a track or cylinder boundary

2 1MB: Aligns with a boundary of 1 MB

By default, a partition is aligned on the destination computer as it was


on the source computer.
Note: The 1MB alignment option supports Windows Vista.

-bfc Handles bad FAT clusters when writing to disk. If this switch is set and
the target partition is FAT, Symantec Ghost checks for and works around
bad sectors, and all free sectors are verified.

This option may slow Symantec Ghost operation substantially.


Command-line switches 235
About command-line switches

Table A-1 Ghost command-line switches (continued)

Command-line switch Description

-cns Reverts the naming of spanned files to the system used by versions of
Symantec Ghost prior to Symantec Ghost 6.5. If this switch is not used,
then the naming of spanned files conforms to Microsoft application
guidelines. You do not need to use this switch when reading an existing
file. Use this switch when the first five characters in a file name must be
unique.
Note: Symantec Ghost supports long file names.

-fdsp Preserves the signature bytes on the destination disk when performing
a disk-to-disk or image-to-disk cloning operation

-fdsz Clears the signature bytes on the destination disk. This is the default for
disk-to-disk and image-to-disk operations.

-fis Uses all available disk space when creating partitions. By default,
Symantec Ghost often leaves a small amount of free space at the end
of the disk. Because partitions must be aligned to cylinder boundaries,
Symantec Ghost may leave up to 8 MB free even when -fis is specified.

-fmbr Forces the disk to restore to a MBR-based disk.

-fro Forces Symantec Ghost to continue cloning even if the source contains
bad clusters

-ia The image all switch forces Symantec Ghost to perform a sector-by-sector
copy of all partitions. By default, when copying a partition from a disk to
an image file or to another disk, Symantec Ghost examines the source
partition and decides whether to copy just the files and directory structure
or to do a sector-by-sector copy. If it understands the internal format of
the partition, it defaults to copying the files and directory structure.
Generally, this is the best option. However, if a disk has been set up with
special hidden security files that are in specific positions on the partition,
the only way to reproduce them accurately on the target partition is
through a sector-by-sector copy. If you use this switch to create an image
of a dynamic disk, then the image must be restored to a disk with identical
geometry.

-ial Forces a sector-by-sector copy of Linux partitions. Other partitions are


copied normally
Command-line switches 236
About command-line switches

Table A-1 Ghost command-line switches (continued)

Command-line switch Description

-ib The image boot switch copies the entire boot track, including the boot
sector, when creating a disk image file or copying disk-to-disk. Use this
switch when installed applications, such as boot-time utilities, use the
boot track to store information. By default, Symantec Ghost copies only
the boot sector and does not copy the remainder of the boot track. You
cannot perform partition-to-partition or partition-to-image functions with
the -ib switch

-id The image disk switch is similar to -ia (image all), but also copies the
boot track, as in -ib (image boot), extended partition tables, and
unpartitioned space on the disk. When looking at an image with -id, you
see the unpartitioned space and extended partitions in the list of partitions.
The -id switch is primarily used by law enforcement agencies that require
forensic images.

-ir The image raw switch copies the entire disk, ignoring the partition table.
This is useful when a disk does not contain a partition table in the standard
PC format, or you do not want partitions to be realigned to track
boundaries on the destination disk. Some operating systems may not be
able to access unaligned partitions. Partitions cannot be resized during
restore and you need an identical or larger disk

-isr Enables the Smart Raw Imaging technique for use with Linux client
computers that have XFS file system configured. This technique captures
only the blocks that the file system uses and their location on disk.
Warning: Do not use the -isr switch for creating an image of a Linux
client computer that has no XFS file system configured.

Note: The images created with the -isr switch do not support partition
resizing. The deployed images keep the sizes of all destination partitions
the same as in the source partition even if some other option is defined
at the following locations:

- In the imaging tool command-line (i.e., -szel or -szef)

- In the partition resizing settings on the Deploy Image task page or


Restore BackUp Image task page

Note: The images created with the -isr switch cannot be deployed to
the destination disk that is smaller than the source disk.

-limitswap Limits the Linux swap space to 2GB.


Command-line switches 237
About command-line switches

Table A-1 Ghost command-line switches (continued)

Command-line switch Description

-locktype= Type Lets you lock an image file for use with a specific set of computers defined
by the type chosen and the source computer. For example, ghost
-locktype=P creates an image that can be used only on systems that
have the same product name type as the source computer. On computers
with multiple processors, the processorID bios lock option does not work
as intended when running Ghost32.exe. In this situation, do not create
or restore images with the -locktype parameter set to I. Other -locktype
values work as intended.

-noindex Prevents Symantec Ghost from creating an index when creating an image
file. This slightly reduces the size of the image file and saves memory,
but Ghost Explorer is much slower in reading the image file. This switch
is useful if you are saving an image file from a large disk with very little
memory.

-noOSlayout Prevents Ghost from updating the OS after a restore. By default, Ghost
passes information about the restore to Windows, which then makes
updates. This switch disables that function and preserves the disk exactly
as restored

-ntc- Disables NTFS contiguous run allocation.

-ntchkdsk Sets the CHKDSK bit set on a copied NTFS volume. This causes
Windows NT to check the integrity of the volume when it is started.

-ntexact Attempts to arrange the restored NTFS volume in the same way as the
source volume.

-pmbr Specifies that the master boot record of the destination disk is to be
preserved when performing a disk-to-disk or image-to-disk operation.

-preserveifexists Preserves the specified files if they exist. The task does not fail if the
specified files do not exist. To preserve files or directories other than the
image file, the syntax is as follows: -preserveifexists=filepath[=newpath]
[,filepath[=newpath]...] Each filepath can refer to an individual file or a
directory. All files and subdirectories of a specified directory are preserved.
If a file does not exist, then the restore fails. After a Clone step in a task,
all preserved files are added back to the destination specified by the
-preservedest=n switch, renaming them to newpath where specified. You
must use the -preserveifexists switch with -preservedest.
Command-line switches 238
About command-line switches

Table A-1 Ghost command-line switches (continued)

Command-line switch Description

-pwd and -pwd=x Specifies that password protection be used when creating an image file.
Use of a password does not securely encrypt the contents of the image.
x indicates the password for the image file. If no password is given in the
switch, Symantec Ghost prompts for one. You can enter a maximum of
10 alphanumeric characters.

-split=x Splits image file into x MB spans. Use this switch to create a forced-size
volume set. For example, if you want to force smaller image files from a
1024-MB drive, you could specify 200-MB segments. For example:
ghost.exe -split=200 This divides the image into 200-MB segments. If
this switch is not used then an image is split at 2 GB in the following
operations: • GhostCast • Peer-to-peer • Creating an image on a
mapped-network drive If the operation runs locally on a FAT partition,
then the image splits at 4 GB.

-sze Sets the size for the destination partitions for either a disk restore or disk
copy operation. When numbering partitions in the -sze switch, do not
include the hidden Ghost partition. This switch is intended to be used in
the Additional command line in the Console. All functionality of -sze
switches is supported.

-szee Forces Symantec Ghost to keep the sizes of all destination partitions the
same size as in the source partition (no resizing). This switch can be
used with or without the -clone switch.

-szef Forces Symantec Ghost to keep the sizes of all destination partitions,
except for the first one, the same size as in the source partition. The first
partition uses the remaining disk space. This switch can be used with or
without the -clone switch.

-szel Forces Symantec Ghost to keep the sizes of all destination partitions,
except for the last one, the same size as in the source partition. The last
partition uses the remaining disk space. This switch can be used with or
without the -clone switch.

-z Runs compression when saving a disk or partition to an image file. The


greater the compression, the slower the transmission, as follows: • -z or
-z1: Low compression (fast transmission) • -z2: High compression
(medium transmission) • -z3 through -z9: Higher compression (slower
transmission)
Command-line switches 239
About command-line switches for DeployAnywhere.exe

Table A-2 Command line switches with or without -cns

With-CNS Without -CNS

Filename .gho Filename .gho.

Filename .001 Filen001.ghs

Filename .002 Filen002.ghs

About command-line switches for


DeployAnywhere.exe
The command-line switches for DeployAnywhere lets you troubleshoot the drivers of the
DeployAnywhere database.
The command-line switches for DeployAnywhere.exe are as follows:

Table A-3 Switches for DeployAnywhere.exe

Switch Usages

/target The usage of this switch is as follows:

/target=<path to target windows dir>

/ddb The usage of this switch is as follows:

/ddb=<path to driver database>

/bypassDrvVali The usage of this switch is as follows:

/byPassDrvVali=[All | Inf | Drv]

/Loglevel The usage of this switch is as follows:

/Loglevel=[1-255]

/eval This switch runs DeployAnywhere in evaluation mode. It can be


used with or without /ddb.

If /ddb is not specified then /eval will report all critical drivers
missing from the target. If /ddb is specified then /eval will report
all critical drivers missing from the target that are not in the driver
database.

/skipMissingCriticalDrivers The usage of this switch is that DeployAywhere executes even


when drivers for critical devices are missing.
Command-line switches 240
About command-line switches for DeployAnywhere.exe

Table A-3 Switches for DeployAnywhere.exe (continued)

Switch Usages

/handleNonCriticalDrivers The usage of this switch is that it turns on non-critical device


handling, the switch lets you find and retarget matching non critical
drivers. You can provide 3 inputs that are as follows:

■ miniSetup
non-critical driver installation and upgrading occurs during
mini-setup
■ adminLogon
non-critical driver installation and upgrading occurs at first
admin logon. This may require a further reboot after driver
installation
■ user
non-critical driver installation and upgrading occurs when the
user runs c:\drivers\symantec\non-critical\run_dpinst.bat. This
may require a further reboot after driver installation [requires
admin privileges to succeed].

/logPath The usage of this switch is as follows:

/logPath=<directory for log output>

/logId /logId=<id prepended to log files >

/managed The usage of this switch is that it specifies that DeployAnywhere


is run in managed mode.

/precheck -

/targetOS The usage of this switch is as follows:

/targetOS=[ 2000 | XP | X64_XP | 2003 | X64_2003 | VISTA | X64


_VISTA | 2008 | X64_2008 | WINDOWS7 | X64_WINDOWS7 |
X64_2008_R2 ]

/reportNonCriticalDevices The usage of this switch is that it forces DeployAnywhere to report


all non-critical devices.

/p2v The usage of this switch is as follows:

/p2v=[vmdk | vhd]

/pathToVirtualDisk The usage of this switch is as follows:

/pathToVirtualDisk=<path to the virtual disk>

/loglevel The usage of this switch is as follows:

/loglevel=[1-255]
Command-line switches 241
About command-line switches for DeployAnywhere.exe

Table A-3 Switches for DeployAnywhere.exe (continued)

Switch Usages

/setupApiLogLevel The usage of this switch is as follows:


/setupApiLogLevel=<logLevel>

/ExportDevicesIntoFile The usage of this switch is as follows:

/ExportDevicesIntoFile=<path>

If Path is empty, then device_file.xml that contains information


about the devices to perform DeployAnywhere operation, is
generated in the current working directory.
Appendix B
Location of tools and
packages
This appendix includes the following topics:

■ About location of Deployment Solution tools

■ About location of Deployment Solution packages

About location of Deployment Solution tools


Deployment Solution includes several tools that you can use for various tasks. The tools are
installed on the computer on which Symantec Management Platform is installed.
The default locations of the tools are as follows:
■ PC Transplant Editor
<Install Directory>\Program Files\Altiris\Deployment\PCT\PCTEdit.exe

■ PC Transplant Wizard
<Install Directory>\Program Files\Altiris\Deployment\PCT\Client\PCTWiz.exe

■ Boot Disk Creator


<Install Directory>\Program Files\Altiris\Deployment\BDC\Bootwiz\bootwiz.exe

■ Ghost Image Explorer


Explorer <Install Directory>\Program
Files\Altiris\Deployment\Imaging\ghost\x86\Ghostexp.exe
<Install Directory>\Program Files\Altiris\
Deployment\Imaging\ghost\x64\Ghostexp64.exe

■ Image Importer
<Install Directory>\Program
Files\Altiris\Deployment\Tools\ResourceImporterTool.exe
Location of tools and packages 243
About location of Deployment Solution packages

■ Mac pre-OS Creation Utility


<Install_Directory>\Program Files\Altiris\Notification
Server\NSCap\bin\UNIX\Deployment\Mac\universal\MocuAppInstaller\MOCUInstaller.pkg

See “Components of Deployment Solution” on page 18.

About location of Deployment Solution packages


The images, PCT packages, installation packages, copy file packages and other packages
that are created in Deployment Solution are stored on the computer on which the Symantec
Management Platform is installed.
The default location of the packages that are created in Deployment Solution are as follows:

Table B-1 Paths for packages

Package Path

Deployment .CAB files <Install_Dir>\ Program Files\Altiris\Notification


Server\NSCap\bin\Deployment\Packages\Sysprep\Deploy_Cab

Image packages <Install_Dir>:\ Program Files\Altiris\Notification


Server\NSCap\bin\Deployment\Packages\Images

PCT packages <Install_Dir>:\ Program Files\Altiris\Notification


Server\NSCap\bin\Deployment\Packages\PCT

SOI packages <Install_Dir>:\Program Files\Altiris\Notification


Server\NSCap\bin\Deployment\Packages\SOI

Custom answer files <Install_Dir>:\ Program Files\Altiris\Notification


Server\NSCap\bin\Win32\X86\Deployment\SOI\AnswerFile

Copy File packages <Install_Dir>:\ Program Files\Altiris\Notification


Server\NSCap\bin\Deployment\Packages\CopyFile

Any drivers that you added to the <Install_Dir>:\ Program Files\Altiris\Notification


drivers database Server\NSCap\bin\Deployment\DriversDB

Any drivers that you added for <Install_Dir>:\ Program Files\Altiris\Notification


bootwiz Server\NSCap\bin\Deployment\BDC\bootwiz\Platforms

Operating system-specific drivers are stored in an applicable operating


system folder under the Platforms folder.

Any .PBT files that you added to <install_Dir>\ Program Files\Altiris\Deployment \PCT
the Deployment folder
Location of tools and packages 244
About location of Deployment Solution packages

Table B-1 Paths for packages (continued)

Package Path

Any HTTP locations that you You must create a backup of the images in their existing HTTP location.
created for imaging You must recreate the same HTTP location on your new server and
move the backup of your images to the new server computer.

Any UNC locations that you You must create a backup of the UNC location and folder structure.
created for the Copy File task You must recreate the same location and folder structure on your new
server computer.
Appendix C
Troubleshooting
This appendix includes the following topics:

■ Troubleshooting Tip: General installation and configuration

■ Troubleshooting Tip: Imaging and Install OS task

■ Troubleshooting Tip: PXE and automation environment

■ Troubleshooting Tip: Driver database management

■ Troubleshooting Tip: Client Communication and Package Download Issues

■ Troubleshooting Tip: Upgrade issues

Troubleshooting Tip: General installation and


configuration
The troubleshooting tips related to the installation of the Deployment Solution components
and its configuration are as follows:

Table C-1 General installation and configuration

Issue Description Workaround

During Installation for You cannot install the You are required to create a schedule using the Add
Plug-in, a package is Deployment Solution plug-in Schedule option.
rolled out before the in a maintenance window by
maintenance window using the Run once ASAP in
starts on the client maintenance window only
computer when Run once option.
ASAP in maintenance
window only is checked
in.
Troubleshooting 246
Troubleshooting Tip: Imaging and Install OS task

Table C-1 General installation and configuration (continued)

Issue Description Workaround

Deployment folder in IIS The Deployment folder that Launch the Create_DeploymentDir.bat file that is
gets deleted from the is present in the IIS gets present on the following path of the package server:
package server. removed if you install the
<install_dir>/Altiris/Altiris Agent/Package
Deployment Solution
Delivery/{76D113DE-16D4-4A31-826F-
package server component
A4DACCEAC8AB}/cache/
and then enable the Network
Boot Service (NBS) on the To verify if the Deployment folder is created under the
site server that is configured Altiris\PS in IIS on the package server, refresh the default
with both package server website.
component and the NBS.

Troubleshooting Tip: Imaging and Install OS task


The troubleshooting tips related to the imaging and install OS tasks of Deployment Solution
are as follows:

Table C-2 Imaging and Install OS task

Issue Description Workaround

The following error message When you create a sector- by- ■ Use -split switch when you create image,
occurs when you create an image sector image over HTTP, where where -split size is less than 2GB.
over HTTP with the -ID switch: HTTP is configured on Windows ■ Configure HTTP on 64-Bit Windows.
2003 32-bit, IIS 6.0 displays the
Not enough space on
error message:
destination drive.
Spanning is not supported Not enough space on destination
on this drive. drive. Spanning supported on this
drive.

An error occurs when you join a You clone a Vista computer using Join the computer to a domain using a different
Vista computer to a domain an image that you prepared with task after the Clone task.
Sysprep.

Apply configuration changes.


When you try to join the computer
to a domain, the following error
occurs:

Windows can't complete the


installation
Troubleshooting 247
Troubleshooting Tip: Imaging and Install OS task

Table C-2 Imaging and Install OS task (continued)

Issue Description Workaround

Preserved files on Vista Windows Explorer (Vista) may not Find and delete the hidden file named
computers have incorrect names show the correct name for a folder desktop.ini inside the affected folders.
that is preserved and renamed Windows Explorer should then correctly
after a clone task. This problem display the folder name.
occurs if the renamed folder
contains a copy of desktop.ini.

CRC files created by Symantec By default, Symantec Ghost If the source image and destination disk have
Ghost return a false result informs the operating system about similar partition layouts, then be sure the
the disk layout after a clone. system from mounting a file system driver once
the clone is complete. This can happen on
However, that might cause the
similarly partitioned disks even when you use
CRC files created by Symantec
the -nooslayout switch.
Ghost to return a false result. The
false result could be that disks are
not identical when they are
identical.

For example, after an


image-to-disk restore, a CRC32
verify that operation might return
an inaccurate CRC result because
under WinPE, the source disk
remains mounted by Windows

Therefore, a CRC create on the


source disk and then a verification
on the destination disk may return
an inaccurate CRC result because
WinPE can change the source
drive.

The -noOs switch prevents ghost


from updating the operating
system with the destination disk
changes. The source is mounted
by Windows and therefore the
CRC value may change due to
system file changes by Windows
and therefore the CRC value may
change due to system file changes
by Windows
Troubleshooting 248
Troubleshooting Tip: Imaging and Install OS task

Table C-2 Imaging and Install OS task (continued)

Issue Description Workaround

In IE8 native mode, the In IE8 native mode, if a user types Use the IE7 compatibility view in an IE8 web
credentials on the Deploy Image the credentials on Deploy image browser. The credentials appear even after
task disappear when you type the task, and clicks on Advanced tab, you click Advanced.
credentials on the Deploy Image the credentials on Deploy image
task and click Advanced. task does not appear

The Deploy Image task gets error When you execute the Deploy You are required to connect to a different USB
during the XP GHO image import Image task with t h e keyboard to continue with the installation.
when the Windows XP operating DeployAnywhere option enabled
system boots with on a Windows XP computer, you
DeployAnywhere encounter a non-functioning of the
keyboard and mouse when booting
the operating system. This problem
does not recur frequently

Any of the following errors are This issue occurs if the Linux OS's You can perform either of the following to
displayed during execution of Linux kernel version is older than successfully install the Linux OS:
Install Linux/ESX OS task: version 2.6.27 and you use IDE
■ Replace %DISK% token by actual device
disks. For example, this issue can
■ 'DISK NOT FOUND’ with error name in the configuration or answer file.
occur in RHEL 5 and on versions
code 101 when computer is in The Linux configuration file is located in,
earlier than SUSE 10.2.
the automation <instaldir>\Program Files\Altiris\Notification
■ ‘Error 15 : File not found' when Server\NSCap\bin\UNIX\
computer boots into production Deployment\Linux\x86\SOI\AnswerFile
path.
■ Remove %DISK% token from the answer
file.

Deploy Image task fails on If Deploy Image task is configured You must add the following command in the
unknown client computers when in the Initial Deployment job, then Command-line options field of the Command
configured in an Initial Deployment it fails for some client computers. -line tab of the Advanced option of the Deploy
job Image task:

-mp -clients=3 -threshold=2


-connectimeout=10

Windows 8 client computer fail to After you execute the Deploy You must execute the Apply System
join the domain that is specified in Image task on a Windows 8 client Configuration task on the Windows 8 client
the Deploy Image task. computer, the computer is not able computer after executing the Deploy Image
to join the domain that is specified task to join the domain.
in the Deploy Image task.
Troubleshooting 249
Troubleshooting Tip: Imaging and Install OS task

Table C-2 Imaging and Install OS task (continued)

Issue Description Workaround

The Deploy Image task fails to This issue occurs when you deploy You must add the following command in the
deploy an image of Windows 12 an image of Windows 12 BIOS Command-line options field of the Command
BIOS type client computer on a type client computer on a UEFI -line tab of the Advanced option of the Deploy
UEFI enabled client computer. enabled client computer. Image task:

-cesp

The Create Image task fails when The Create Image task fails for a Yo u must execute the
you create an image of a client package server that is configured Create_DeploymentDir.bat command
computer with IIS, as the Deployment folder that is placed in the following location:
is missing from the following path
<install_dir>/Altiris/Altiris
in the IIS:
Agent/Package Delivery/76D113DE-
Sites\Default Web 1 6 D 4 - 4 A 3 1 - 8 2 6 F -
Site\Altiris\PS\ A4DACCEAC8AB}/cache/
This issue occurs if you install the
Deployment Solution package
server component and then enable
the Network Boot Service (NBS)
on the site server that is configured
with both package server
component and the NBS.

An error is displayed when you When you execute the Install You must install the Java SE Runtime
execute the Install Windows OS Windows OS task with a custom Environment 7u25 on the Notification Server
task that is accessed from the answer file that is accessed from computer.
console and is launched from a the console and is launched from
computer other than the a computer other than the
Notification Server computer Notification Server computer

Unattended upgrades using setup


/unattend with no answer file are
not supported when running
Windows PE

The Prepare For Image Capture The Prepare For Image Capture You must restart the Windows 8 client
task fails for Windows 8 client task fails for Windows 8 client computer after installing the Windows updates.
computer computer that is not restarted after
installing a Windows update.
Troubleshooting 250
Troubleshooting Tip: PXE and automation environment

Table C-2 Imaging and Install OS task (continued)

Issue Description Workaround

A client computer does not join A client computer does not join the You must deploy an image that is prepared
the domain after the Deploy domain after the Deploy Image using the Sysprep utility.
Image task is performed. task is performed if the image
deployed on the client computer is
not prepared using the Sysprep
utility.

Troubleshooting Tip: PXE and automation


environment
The troubleshooting tips related to PXE environment and automation environment are as
follows:
Troubleshooting 251
Troubleshooting Tip: Driver database management

Table C-3 PXE and automation environment

Issue Description Workaround

WHOAMI PXE is not binding to This workaround is based on the following conditions:
the given IP address
does not get overwritten and ■ Symantec boot services server is running on win2k8R2.
when the Symantec
PXE listens on the IP addresses ■ Symantec boot services server has two active NICs.
Boot Services server
that it picks up at startup. ■ DHCP server and Symantec boot services server are
has two NIC cards
installed on it. bound on the same NIC.
Assuming that the two NICs are A and B, perform the
following to make the Symantec boot services server
operational:

■ If you want to use the NIC B for SBS, you need to check
the binding preference of this card. Perform the following
steps on 2k8 R2 computer:
Go to Network > Properties> Change Adapter
SettingsBoth A and B NICs are present here.
■ On this window (network connections), press Alt
(keyboard option).Then the file menu options are visible.
Select the Advanced menu and click Advanced
Settings . Change the connections order so that NIC B
is set to the first row in the list. Click Ok to save the
changes.
You have changed the binding order of the NIC on your
computer.
■ Now check the binding of the DHCP server and clicking
the DHCP server by Start > Run > dhcpmgmt.msc.
Click on the + option in the left pane so that the ipv4
and ipv6 options are visible. Then, right-click on the host
name and click on the Add/Remove bindings menu.
You can see the server Bindings properties window.
Click on NIC B so that the binding can be set to IP of
NIC B only. Then, click Ok to save the changes.

Troubleshooting Tip: Driver database management


The troubleshooting tips related to Deployment Solution drivers and driver database
management are as follows:
Troubleshooting 252
Troubleshooting Tip: Client Communication and Package Download Issues

Table C-4 Driver database management

Issue Description Workaround

Device in the Device Manager When DA-SOI for Non critical If the unsigned drivers show an exclamation mark
shows an exclamation mark after drivers is executed,all the for the devices, use the following tag entry in the
performing a scripted OS DeployAnywhere and scripted unattended answer file:
installation for DeployAnywhere OS installations are performed.
DriverSigningPolicy
However when the operating
system is up, the devices in the
device manager appear with an
exclamation mark and cannot be
used. When the same drivers are
applied to the device manually ,
the following warning/error
message occurs:

driver failed in windows logo test

Multiple deletion of drivers from You cannot delete multiple You can delete the drivers from DriverDB
the console is not possible drivers of DeployAnywhere database.
database through the Driver
Note: Even after the drivers are deleted from the
Database Management dialog
DriverDB database, the Driver Database
box.
Management dialog box displays the drivers.

Drivers not replicated on When you add a large number This issue occurs because the driver database
Package Server if a large of drivers through the Driver operation times out.
number of drivers are added at Database Management dialog
You can perform the following steps to replicate
a time box, the Package Server is not
the drivers on the Package Servers:
replicated with all the drivers that
you add. ■ In the console, navigate to Settings > All
Settings
■ Browse to Settings> Deployment >
Packages > DriversDB
■ In the Package tab, click Update Distribution
Points

Troubleshooting Tip: Client Communication and


Package Download Issues
The troubleshooting tips related to client communication and package download of Deployment
Solution plug-ins are as follows:
Troubleshooting 253
Troubleshooting Tip: Upgrade issues

Table C-5 Client communication and package download

Issue Description Work around

Error Failed to find available On installing deployment plug-ins using All ULM client communication is done
codebase for download error is aex-swdapm commands, if the IIS using HTTP or HTTPS. Therefore, a
displayed on installing deployment (Internet Informational Services) is not Web server is required. You should
and automation plug-ins. installed on the Package server, the install IIS on Package server to facilitate
installation fails. codebase download.

For more information on related issues,


refer to the following article:

http://www.symantec.com/docs/TECH46185

Downloading DS Automation folder Whenever a Mac client accesses any You should unhide the .DS_Store file
and Plug-in fails for Mac clients folder using SMB share a .DS_Store and run the policy again to download
using SMB (Server Message Block) hidden file is created which does not automation folder and Plug-ins.
share. allow the Mac client to download DS
automation folders and Plug-ins

Error Package download failed An error is displayed on the client You should disable the Windows
because package was removed is machines on downloading a package authentication in IIS for the package.
displayed for clients.

Issue arises when client codebase The setting called Preferred NSHost Check the registry on the Notification
files contain an invalid Notification lets you specify a preferred Notification Server for the PreferredNSHost value.
server name. Server hostname for SWD (Serial Wire The entry in the coreSettings.config for
Debug) codebase and snapshot URLs Notification Server 7 should be
that point to the Notification Server. <customSetting
With Notification Server 7 there is a key="PreferredNSHost"
registry key that controls this type="registry"
information. The CoreSettings.config regkey="Notification Server"
file has the record for the registry key regvalue="PreferredNSHost" />.
but it is just a reference of this registry For more information on this issue read
key. If you modify the registry value in the following article.
the coreSettings.config you will break
http://www.symantec.com/docs/HOWTO10091
its functionality.

Troubleshooting Tip: Upgrade issues


The troubleshooting tips related to upgrade of Deployment Solution are as follows:
Troubleshooting 254
Troubleshooting Tip: Upgrade issues

Table C-6 Upgrade issues of Deployment Solution

Issue Description Work around

Error Exception has occurred in File After installation of fresh ITMS or You must access the Driver Manager
SMPPackage.cpp at Line No 599. Type upgrading to ITMS 7.5 or later, the Console after you install and upgrade
of exception is GeneralError. Error is default Driver Manifest file is not ITMS 7.5 or later.
Default Message: Exception in generated, and the Deploy
CSMPPackageException. Error Anywhere fails.
Description is
"util::CSMPPackage::GetFileFromHTTP".
Value of Windows error code = 183 and
message is " Cannot create a file when
that file already exists.
Appendix D
Answer files
This appendix includes the following topics:

■ About Windows and Linux answer files

■ About Mac configuration file

About Windows and Linux answer files


In Deployment Solution, a configuration file is also known as the answer file and stores
parameters for operating system (OS) installation. You can customize a configuration file to
perform an unattended OS installation.
The configuration files for Windows, and Linux operating system are in the following locations
of the computer on which SMP is installed:
■ Linux
<instaldir>\Program Files\Altiris\Notification
Server\NSCap\bin\UNIX\Deployment\Linux\x86\SOI\AnswerFile.

■ Windows
<instaldir>\Program Files\Altiris\Notification
Server\NScap\bin\Win32\X86\Deployment\SOI\AnswerFile\

Following are the parameters that you can customize in a Windows configuration file:

Table D-1 Parameters for Windows configuration file

Parameter Description

Password You can specify the password that you want to


specify for all the client computers.

License You can specify the applicable license.

Display You can specify the screen resolution.


Answer files 256
About Windows and Linux answer files

Table D-1 Parameters for Windows configuration file (continued)

Parameter Description

Language You can set the preferred language of operation.

ProcessArchitecture You can set the architecture of the processor, x86,


and x32.

DiskID You can specify the disk ID for installation of


operating system.

OSFlavorName You can specify the disk ID for installation of


operating system.

timezone You can specify the timezone for the target client
computers.

Following are the parameters that you can customize for a Linux configuration file:

Table D-2 Parameters for Linux configuration file

Parameter Description

Password You can specify the password for the client


computers

IPaddress You can specify the IP address if you carry out


installation of operating system for a single client
computer. If you carry out mass operating system
installation then do not specify the IP address.

Hostname You can specify the host name if you carry out
installation of operating system for a single client
computer. If you carry out mass operating system
installation then do not specify the hostname.

Static configuration You can specify the static configuration if you carry
out installation of operating system for a single client
computer. If you carry out mass operating system
installation then do not specify the static
configuration.

See “Installing a Windows OS using Deployment Solution ” on page 148.


See “Installing Linux/ESX OS using Deployment Solution” on page 165.
See “Installing Mac OS using Deployment Solution” on page 166.
See “About Mac configuration file” on page 257.
Answer files 257
About Mac configuration file

About Mac configuration file


In Deployment Solution, a configuration file is also known as the answer file and stores
parameters for an operating system (OS) installation. You can customize a configuration file
to perform an unattended OS installation.
The configuration file for Mac operating system is in the following location of the computer on
which SMP is installed:
<instaldir>\Program Files\Altiris\Notification
Server\NSCap\bin\UNIX\Deployment\Mac\NetInstall\AnswerFile\

Refer to Apple's support documentation to know more about the parameters.


http://www.apple.com/support/

Note: For mass installation of Mac operating system, do not specify the TargetUUID parameter.
The TargetUUID parameter is unique for every client computer and interrupts mass operating
system installation.

Following are the parameters that you can customize in a Mac configuration file:

Table D-3 Parameters for Mac configuration file

Parameter Description

InstallType You can set the type of installation as automated.

You can set the type of installation as automated if


the workflow in the Apple's System Image Utility
includes Enable Automated Installation while
creating the NetInstall image

Language You can set the preferred language of operation.

Package Set the Package name with the folder location. By


default it is set as
>/System/Installation/Packages/OSInstall.mpkg

ShouldErase Symantec recommends setting the ShouldErase


parameter as False. If you set it as True, then you
must select the drive, on which the Mac operating
system must be installed and install the Symantec
Management Agent and Deployment Plug-in
manually on the client computer.
Answer files 258
About Mac configuration file

Table D-3 Parameters for Mac configuration file (continued)

Parameter Description

Target Set the target volume where the operating system


has to be installed. By default it is set to
Volumes/Macintosh HD.

See “About Windows and Linux answer files” on page 255.


See “Installing Mac OS using Deployment Solution” on page 166.
Glossary

automation A preboot environment in which the client computers boot using the automation
environment folder.
automation folder A storage for the preboot operating system on the client computers.
BDC (Boot Disk Creator) A component of Deployment Solution that creates a boot disk using the Windows
or Linux preboot operating systems.
DeployAnywhere A component of Deployment Solution that is used to deploy the Windows operating
system image to dissimilar hardware and perform a Windows-scripted installation
on a bare metal computer.
Deployment Package A component of Deployment Solution that is deployed on a site server on which
Server component the Package Service functions, and which is assigned to Deployment Solution to
store product-specific packages of files.
Deployment Plug-in A component of Deployment Solution that is installed on the client computers on
which the deployment tasks need to be executed. The Deployment Plug-in allows
the user to create and deploy disk images, perform remote operating system
installation, change system settings, and migrate the personality settings.
deployment task An individual activity, such as creating a computer image, installing an operating
system, etc.
Deployment Task Server A component of Deployment Solution that is deployed on a site server on which
component the Task Service functions and which performs tasks specific to Deployment
Solution.
Driver Manager A component of Deployment Solution that provides the interface to perform driver
operations such as adding and deleting data from the DeployAnywhere driver
database and the Preboot driver database.
image resource A component of Deployment Solution that is created when an image is created.
This component is used to build tasks to deploy the images.
imaging tools Components of the Deployment Solution. The imaging tools are Ghost and
symDeploMac disk imaging tools.
Initial Deployment A job that is used to set up the initial set of tasks or jobs for unknown computers or
Settings client computers after they boot to the preboot environment or the automation
environment.
Glossary 260

job A sequence of tasks that are executed on a target. Jobs can include the conditions
that specify when the task runs.
NBS (Network Boot A component of Deployment Solution that is installed on a site server and comprises
Service server) PXE service, Boot Service Discovery Protocol service, and TFTP service. NBS
provides configuration of the TFTP service, logging levels for PXE image
deployment, and configuration of the network settings.
predefined computer A computer the details of which, such as the computer name and MAC address
are added to the Deployment Solution even before the computer is connected to
the network.
Resource Import tool A component of Deployment Solution that is used to import the existing Windows
and Linux images and to add Windows-scripted OS installation files.
Index

A copy files and folder


About procedure 202
remove packages and resources 230 Create Image
about task options 111, 123
automation folder 20 creating
delete packages and resources 230 deployment task 195
image resources 135
initial deployment 205 D
add delete
drivers for preboot configuration 159 copy file contents package 232
add drivers disk image 231
DeployAnywhere 160 image package 231
adding resource 231
licenses 156 delete packages and resources
system configuration 211 about 230
align switch 234 deploy
align partitions 234 disk image 114, 125
automation folder Deploy Image
about 20 task options 114, 125
DeployAnywhere
B add drivers 160
bad sectors 234 DeployAnywhere driver database
bfc switch 234 add 160
Boot Disk Creator deployment
adding drivers 159 settings 30
Deployment plug-in
upgrading 44
C Deployment settings
capture configuring 206
preparing a disk image 136 Deployment Solution
cns switch 235 about 17
configuration driver about Automation Folder 18
adding 159 about Deployment Plug-in component 18
configure about site server components 18
preboot environment 87 about task server handler 18
context-sensitive help 26 installer components 18
Copy File installing plug-in 36
task 202 policy for upgrading plug-in 44
copy file contents package preinstallation requirements 29
delete 232 settings 30
remove 232 upgrading plug-in 44
Index 262

deployment task install


creating 195 Windows scripted OS 148, 165
disk image installation
deleting 231 Deployment plug-in 36
deploying 114, 125 Windows scripted OS 148, 165
Prepare for Image Capture 136 installation prerequisities
preparing to capture 136 Deployment Solution 29
documentation 26
driver L
adding with Boot Disk Creator 159
license
settings 159
adding 156
driver database
settings 156
DeployAnywhere 160
Linux OS
scripted installation 165
E
erase O
disk 152
Operating system license
Erase Disk
adding 156
task 152
options
ESX OS
Create Image task 111, 123
scripted installation 165
Deploy Image task 114, 125
OS license
F adding 156
FAT
clusters 234 P
partition
H aligning 234
help Partition Disk
context-sensitive 26 task 154
personality resource
I deleting 231
policy
image
Deployment Solution
deploying a disk image 114, 125
upgrading plug-in 44
for multiple computers 114, 125
for upgrading Deployment plug-in 44
preparing to capture 136
preboot configuration driver
image file
adding 159
spanned 235
preboot environment
image package
configure 87
deleting 231
predefined computers
image resource
about 48
about 135
reference sample file 63
deleting 231
preinstallation requirements
initial deployment
Deployment Solution 29
about 205
prepare
settings 206
capturing a disk image 136
Initial Deployment menu
procedure
adding tasks to 206
copy files and folder 202
Index 263

R Volume License Keys


Release Notes 26 adding 156
remove
copy file contents package 232 W
remove packages and resources wipe
about 230 disk 152
resource
about image 135
deleting 231

S
sample csv file
reference 63
sector
bad 234
settings
DeployAnywhere driver 159
drivers 159
initial deployment 206
licenses 156
OS licenses 156
site server 30
task list 206
spanning
naming 235
state
checking a task 197
System configuration
adding 211
settings 211

T
task
checking the state of a 197
Copy File 202
Create Image options 111, 123
creating a deployment 195
Deploy Image options 114, 125
Erase Disk 152
Partition Disk 154
task options
Create Image 111, 123
Deploy Image 114, 125

V
Vista
support 234

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