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KACE K2000 System Deployment Appliance Demo Guide Product Domain: Cloud Client Computing Author: Dan Coleman Version: 1.01
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Jun 04, 2018

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Page 1: KACE K2000 System Deployment Appliance Demo Guide · KACE K2000 System Deployment Appliance Demo Guide ... 3 KACE K2000 System Deployment Appliance ... 5 Imaging Exercise ...

KACE K2000 System Deployment Appliance Demo Guide

Product Domain: Cloud Client Computing

Author: Dan Coleman

Version: 1.01

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Table of Contents 1 Product Overview ............................................................................................................................................ 3

1.1 Lab Preparation Considerations and Caveats .................................................................................. 3

2 Introduction ..................................................................................................................................................... 4

2.1 Lab Topology and Essential Information ......................................................................................... 4

2.1.1 Lab Addressing and Login Details ..................................................................................................... 4

3 KACE K2000 System Deployment Appliance ............................................................................................ 6

3.1.1 Pre-requisite Information ................................................................................................................... 6

3.1.2 Capture user state data from Windows XP System ....................................................................... 9

4 Scripted installation / Win7 Migration Exercise ........................................................................................ 13

5 Imaging Exercise ........................................................................................................................................... 28

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1 Product Overview The KACE K2000 Deployment Appliance fulfills your software distribution needs with fast, efficient provisioning:

Disk imaging — Save image creation and maintenance time by automating these steps in the deployment process.

Image deployment — Improve provisioning consistency and reliability with a global, centralized deployment library that ensures that the correct image or setup is always deployed to the appropriate systems.

Task automation engine — Reduce complexity and improve reliability with the K2000’s powerful automated deployment tools, including the task sequencing engine, the task scheduling engine and the feedback engine

Multicasting — Improve the speed and reliability of large-scale deployments, freeing up network resources and bandwidth.

Windows deployment and updates — Easily migrate files and settings and manage Windows updates. Conduct driver updates for all the machines you support with one click.

Network OS install — Streamline the installation of operating systems across your network, perform systems deployment and maintain up-to-date gold master images across diverse hardware platforms.

Remote site management — Deploy systems from a central location, eliminating unnecessary travel or the shipment of media and systems, and reduce the time and complexity associated with managing multiple remote sites.

Administration — Streamline systems provisioning, systems recovery and deployment with an easy-to-use, web-based interface with built-in reporting and automated maintenance.

1.1 Lab Preparation Considerations and Caveats

It is in your best interests to ensure the demo environment you will be demonstrating is clean & tidy before

you begin. For this reason we would recommend, where possible, you log in to your demo at least 15 minutes

prior to delivery and check the following;

1. Familiarize yourself with the environment during this time and check any specific features you

are expecting to demo.

2. Most importantly, be crystal clear with yourself on what it is you plan to show. A full demo of

every feature described below (with questions) can take several hours. If you only have a short

time slot be sure to focus on the key points that address the customer’s pain points and will drive

value home to them.

3. Ensure that you have scheduled the demo for sufficient time so as not to have the demo end

before you are finished with the customer.

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2 Introduction The K2000 Demo Environment @ Demo Center allows you to use and manage all features of the appliance

with the exception of remote site management. The environment has been pre-configured to ensure a quick

and seamless experience to the user.

2.1 Lab Topology and Essential Information

The diagram provides detail on the setup of the demonstration environment. The environment provided is

self-contained and has a number of virtual machines images provided for use.

2.1.1 Lab Addressing and Login Details Please pay attention to the ip addressing and login details provided. These are essential for the successful

completion of the lab. The information will be required during various phases on of the lab.

The following tables provides ip addressing and login credentials for all elements needed to complete the

lab:

System Username Password

K2000 Admin Console

Admin dellkace4u

All Clients Demouser password

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The following 2 tasks have been pre-setup for use: Appliance Setup – Deploying operating systems to client computers requires that the target systems boot from your network. For Windows systems, you do this with a K2000 Boot Environment (KBE). (Demo video available)

Deployment Library - The K2000 Deployment Library is the central repository for all system deployment

assets. This library allows you to create and manage the re-usable assets and tasks used for scripting

operating system installations and system image deployments. (Demo video available)

The available demo script provides the user with step-by-step instructions to carry out the following

tasks:

User State Capture – Scan a Windows XP system for User State data prior to migration.

Windows 7 Migration – Migrate and existing Windows XP system to Windows 7 and deploy User data

and settings. Image Capture – Capture a Gold Image of Windows 7 system. Windows 8 Deployment –

Create and deploy a Scripted Installation of Windows 8.

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3 KACE K2000 System Deployment Appliance Welcome to the K2000 Dell KACE Systems Deployment Appliance. The topics below are designed to help

you explore the K2000 Demo Center environment. We have picked the topics that customer just have told us

they find most valuable. We recommend to all users to review the information contained in the GUIDED TOUR

tab of the appliance as it includes important features and configuring the K2000

3.1.1 Pre-requisite Information

AREA

ACTIVITY

Setup

ALL ACTIVITIES IN THIS AREA ARE PRE-DONE.

USER DOES NOT SPEND TIME DONWLOADING

AND

WAITING.

Prepare your network for deployment (Pre- downloaded)

WAIK

KBOX Media Manager

KBOX Boot Environment

USMT Tools

DHCP on-boarding

Windows 7 Professional media

Windows 8 media

Driver Harvest Utility

Centralized Deployment Library

ALL ACTIVITIES IN THIS AREA ARE PRE-DONE.

Access every deployment asset required to service your network from a single location

POST-INSTALLATION TASKS

VMWare Tools

Enable RDP

Scripted Installation

THESE ACTIVITIES ARE DONE AS EXERCISES

(Complete details of the Scripted Installation exercise for this environment posted below)

Windows 7/8 answer file Deployment with post-installation tasks

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System Imaging

THESE ACTIVITIES ARE DONE AS EXERCISES

(SAMPLE IMAGING exercise for this environment posted below)

Capture and deploy images using KACE's innovative imaging format, K-imaging

Windows 7 Migration

WINXP CLIENT HAS 2 USERS THAT CAN BE CAPTURED FOR User State Migration. SELECT USER

“DEMOUSER” FOR USM TASK.

(Complete details of the Windows Migration exercise for this environment posted below)

Deploy user-specific files and settings along with a Windows 7 scripted installation or image deployment.

Recovery

OPTIONS AND MENU CAN BE ACCESS ON THE UI,

BUT NO EXERCISE IS PERFORMED.

Easily Diagnose and Repair machines on your network

We have created 2 instructional videos to show all the pre-configuration steps needed for the

K2000 setup available at the Demo Center page in your environment:

• K2000 setup

• K200 Deployment Library

ENVIRONMENT ITEMS

• All file downloads and server configuration are done from Windows 2008 Landing Machine (IP:

172.20.0.2) (i.e. WAIK , Media Manager, Driver Harvesting)

• We are also using Windows 2008 Landing Machine(IP: 172.20.0.2) and the DHCP server

to provide PXE boot DHCP addresses to the machines

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• IE browser on Landing Machine (IP: 172.20.0.2) is configured to go the K2000 admin console

• We are using WINXP CLIENT to deploy a Scripted Installation of Windows 7 Professional with Pre

& post installation tasks including a User State Migration

• ALL clients have a user: demouser pwd: password defined

• User demouser/password is defined on WINXP CLIENT (IP: 172.20.0.11) for User State

Migration

• For performance reasons, user desktop background is not migrated on this virtual hosted

environment

• All exercises are run from the K2000 Admin Console Web UI accessed via the Landing machine

Credentials: ALL

Clients

User: demouser

Pwd: password

K2000 Admin Console

User: admin

Pwd: dellkace4u

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3.1.2 Capture user state data from Windows XP System

The Dell KACE K2000 Deployment Appliance seamlessly transfers user-specific files and settings with Scripted Installations and System Image deployments. The appliance uses the Scan State utility on the Microsoft Windows User State Migration Tool (USMT) software. This tool is part of the Windows AIK (Automated Installation Kit). You must upload USMT before performing a scan. You can run the scan with the default settings or customize the capture using a USMT Scan Template.

1. Login to the K2000 admin console and select the LIBRARY-USER STATES tab

2. From the “Choose Action” dropdown – select “Scan New User State”

3. Fill in the form with the following information and click on Next:

Host Name/IP: 172.20.0.11

Username: demouser

Password: password

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4. After the User Scan you should see the “Status: Completed” screen. Click on Next:

5. At the next screen, select both profile names and click Next:

6. After a couple of minutes, you should see the completion screen displaying the

profiles captured. Click on Finish:

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7. At the completion of the User State capture the K2000 displays the Names and details

of the profiles as shown below:

You will use one of this captured profiles in the Windows 7 Migration exercise next!

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4 Scripted installation / Win7 Migration Exercise

A Scripted Installation allows you to set up a network installation of a Windows Operating System

that preserves the target computer’s data and automatically customizes and completes the

computer setup.

1. Create a Scripted Installation using the wizard. Enter the name identifier and select the

source media as shown:

2. Select “Walk me through creating an answer file for unattended setup” and click next:

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3. Fill out the rest of the form with the suggested entries:

NAME: KACE user

ORGANIZATION: Dell

PRODUCT KEY: P4CBY-QWQB3-YGPFK-94RRV-

96VKF INSTALL IMAGE: Autodetect using Product

Key USERNAME: demouser

PASSWORD: password

Check: Automatically log in user in to the Administrator account

COMPUTER NAME: MYWIN7-CLIENT

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4. Configure the Pre & Post installation tasks for the deployment as shown

below: PRE: 1. Create Single Partition

2. Format C: as NTFS

3. Install Vista/2008/7 MBR

POST: 1. Deploy User States

2. Enable RDP

3. VMWare Tools

(NOTE: VMware Tools are installed as a post-installation task to provide additional

performance and functionality. Installation of VMware tools is highly recommended by

VMware when running on virtual environments)

5. Click on next to complete:

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6. Next, select to Deploy this Scripted Installation to a System:

7. In the Boot Action Setup select the first system listed under “Systems” (172.20.0.11 VMWare

Virtual Platform):

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8. The MAC address will populate automatically. Set the options as shown below and click on

next:

FIRST BOOT ACTION – Number of boots: 1

NEXT BOOT ACTION – Number of boots:2

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9. Select to deploy “demouser” from the Deploy User States option and save:

10. The resulting Boot Action document is stored as shown:

11. Next, go to the desktop of your landing machine and locate the “KACE RDP Connections”

icon as shown:

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From the left navigator, double-click on the XP64 machine to initiate a remote desktop

session to this system:

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12. Next, go to START>RUN and enter the following command to shut down and restart

the system: shutdown /r

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13. You will see the following warning prior to the system re-starting:

14. The system will boot from the network and start the “Windows 7” installation via KBE:

(PLEASE NOTE THE FOLLOWING SCREENS ARE NOT VISIBLE FROM THE WINDOWS RDP

SESSION. THE SESSION WINDOW WILL SHOW A “SYSTEM DISCONNECTED” MESSAGE)

TO TAKE A LOOK AT THE PXE BOOTING PROCESS GO TO SYSTEMS>SYSTEM INVENTORY

CLICK ON THE ICON TO THE LEFT OF THE IP ADDRESS OF THE SYSTEM TO START A VNC

SESSION (NOTE: IT TAKES 2-3 MIN. FOR THE BOOT ENVIRONMENT TO LOAD. IF YOU ARE

NOT ABLE TO

CONNECT RIGHT AWAY. ATTEMPT THE CONNECTION AGAIN AFTER A COUPLE OF

MINUTES!) ENTER “admin” IN THE PWD BOX:

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ONCE CONNECTED IN THE VNC SESSION YOU SHOULD HAVE ACCESS TO

THE PXE ENVIRONMENT IN PROGRESS:

15. The machine will start Windows PE:

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16. Next, the K2000 Deployment Client will start and configure the rest of the installation:

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17. First, the Pre-Installation tasks will be performed:

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18. Then the “Install Windows” screen will show the Windows installation tasks as well as the

percentage completed:

19. Several minutes later the installation will complete:

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20. The Deployment process will take several minutes (~20-30 min). Once completed, re-start the

RDP Connections Manager and select to connect to your migrated machine.

NOTE: The navigator will still list the system as XP64 and the IP address will remain at

172.20.0.11, but the connection will be successful to your MYWIN7-CLIENT. the

Windows 7 desktop will appear.

This concludes the Windows 7 migration exercise!

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5 Imaging Exercise System Imaging allows for the fast and complete deployment of operating systems to large numbers of computers in a short amount of time. Compared to Scripted Installation, System Imaging has added benefit of allowing applications and other settings to be embedded in the image in addition to allowing the flexibility of post-installation tasks.

For this exercise, you will restart your Windows 7 machine to capture an image of the system.

Follow the steps below to complete an image capture of your Win7:

1. Go to your K2000 SYSTEMS-BOOT ACTIONS tab and select to “Add Boot Actions” from

the dropdown:

2. Create a boot action for the Win7 system to boot to the “Windows x64 Deployment and

Recovery”. From the “Systems” dropdown select IP: 172.20.0.10 and “First Boot Action” –

Windows x64 Deployment and Recovery [XP64] as shown below:

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3. Click on Next and the resulting Boot Action will be listed:

4. Next, click on the Remote Desktop Connection Manager application and initiate a

connection to the Win7 system:

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5. Next, click on the Start button on the desktop and select RUN and enter the

following command to shut down and restart the system:

shutdown /r

6. You will see the following warning prior to the system re-starting:

7. Next, go to the K2000 SYSTEMS>NETWORK INVENTORY tab and locate the system with IP:

172.20.0.10, and click on the icon to the left of the IP address to initiate a VNC connection

to the system. When prompted for a VNC password enter: admin

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8. You should now be at the KACE Main Menu Screen. Select the “Imaging” option:

9. Select “Capture Image of this machine”:

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10. Enter an Image Name (i.e. “My Win7 – Gold Image”) and select both drives from the “Image

Source box” and click on the “Start Capture “option as shown below:

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11. The Image Capture process will start and run for several minutes/hours, depending on the

image size. The Processing progress box will appear and provide an estimate of how long

it will take to capture the image.

NOTE: Time estimate is not always accurate and likely be much shorter than displayed. For

this particular image the actual size is about 14 GB and capture time about 30 min.

12.

13. Once, completed the following message will appear:

14. Next, click OK to get back to the menu and select “Back to Main Menu”:

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15. Now, click on “Restart Machine” to reset the Win7 machine to its regular operating mode:

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16. Next, login to the K2000 Admin Console and go to the Home tab. You should now see

a system image listed under DEPLOYMENT>SYSTEM IMAGES as shown below:

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17. Open the System Image Detail and review:

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18. Click on the Browse Files button to examine or edit the image as needed:

This concludes the Imaging exercise!

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IV. Windows 8 Deployment Exercise

With the upcoming release of Windows 8, will show you how to create and deploy a Scripted

Installation of Windows 8.

1. Start by going to the DEPLOYMENTS>SCRIPTED INSTALLATION tab and select “Add New

21. Create a Scripted Installation using the wizard. Enter the name identifier and select

the source media as shown:

22. Select “Walk me through creating an answer file for unattended setup” and click next:

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23. Fill out the rest of the form with the suggested entries:

NAME: KACE user

ORGANIZATION: Dell

PRODUCT KEY: JBMCD-VFN3G-82J9Y-BTRWX-

HCBQH INSTALL IMAGE: Autodetect using Product

Key USERNAME: demouser

PASSWORD: password

Check: Automatically log in user in to the Administrator account

COMPUTER NAME: MYWIN8-CLIENT

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24. Configure the Pre & Post installation tasks for the deployment as shown

below: PRE: 1. Create Single Partition

2. Format C: as NTFS

3. Install Vista/2008/7 MBR

POST: 2. Enable RDP

3. VMWare Tools

(NOTE: VMware Tools are installed as a post-installation task to provide additional

performance and functionality. Installation of VMware tools is highly recommended by

VMware when running on virtual environments)

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25. Click on next to complete:

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26. Next, select to Deploy this Scripted Installation to a System:

27. In the Boot Action Setup select the first system listed under “Systems” (172.20.0.12 VMWare

Virtual Platform):

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The MAC address will populate automatically. Set the options as shown below and click on

next: FIRST BOOT ACTION – Number of boots: 1

NEXT BOOT ACTION – Number of boots:2

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1. Next, go to the desktop of your landing machine and locate the “KACE RDP Connections”

icon as shown:

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From the left navigator, double-click on the WIN8 machine to initiate a remote

desktop session to this system:

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2. Next, type “RUN” anywhere on the desktop and when the search results come back,

double- click on the RUN applet and enter the following command to shut down and

restart the

system:

shutdown /r

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3. You will see the following warning prior to the system re-starting:

4. The system will boot from the network and start the “Windows 8” installation via KBE:

(PLEASE NOTE THE FOLLOWING SCREENS ARE NOT VISIBLE FROM THE WINDOWS RDP

SESSION. THE SESSION WINDOW WILL SHOW A “SYSTEM DISCONNECTED” MESSAGE)

TO TAKE A LOOK AT THE PXE BOOTING PROCESS GO TO SYSTEMS>SYSTEM INVENTORY

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CLICK ON THE ICON TO THE LEFT OF THE IP ADDRESS OF THE SYSTEM TO START A VNC SESSION

(NOTE: IT TAKES 2-3 MIN. FOR THE BOOT ENVIRONMENT TO LOAD. IF YOU ARE NOT ABLE

TO CONNECT RIGHT AWAY. ATTEMPT THE CONNECTION AGAIN AFTER A COUPLE OF

MINUTES!)

ENTER “admin” IN THE PWD BOX:

ONCE CONNECTED IN THE VNC SESSION YOU SHOULD HAVE ACCESS TO

THE PXE ENVIRONMENT IN PROGRESS:

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5. The machine will start Windows PE:

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6. Next, the K2000 Deployment Client will start and configure the rest of the installation:

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7. First, the Pre-Installation tasks will be performed:

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8. Then the “Install Windows” screen will show the Windows installation tasks as well as the

percentage completed:

9. Several minutes later the installation will complete:

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53 Dell Demo Center – https://demos.dell.com | Dell Inc., 2016

10. The Deployment process will take several minutes (~20-30 min). Once completed, re-start the

RDP Connections Manager and select to connect to your migrated machine.

NOTE: The navigator will still list the system as WIN8 and the IP address will remain at

172.20.0.12, but the connection will be successful to your MYWIN8-CLIENT.

the Windows 8 desktop will appear.

This concludes the Scripted Installation/Win 8 exercise!