KACE® Systems Deployment Appliance (K2000) 4.1 Administrator Guide Table of Contents About the KACE Systems Deployment Appliance (K2000)....................................................................9 Getting started.......................................................................................................................................10 Tasks for getting started using the K2000 appliance....................................................................10 About the K2000 components.......................................................................................................11 Log in to the Administrator Console..............................................................................................12 Configure the language settings....................................................................................................14 Using the Dashboard.............................................................................................................................15 Customize the Dashboard.............................................................................................................15 Configuring the K2000...........................................................................................................................16 Configure the initial network settings............................................................................................16 Modify the initial network settings.................................................................................................17 Changing the default passwords...................................................................................................18 Change the Samba share password.....................................................................................19 Set the VNC® password........................................................................................................19 Configuring the appliance date and time settings.........................................................................20 Configure the date and time..................................................................................................20 Enabling link aggregation..............................................................................................................21 Create an aggregate link.......................................................................................................21 Configuring the data sharing preferences.....................................................................................21 Share basic appliance data usage........................................................................................22 Share detailed usage data.....................................................................................................22 Linking Quest KACE appliances...................................................................................................22 Enable appliance linking........................................................................................................23 Add Names and Keys to appliances.....................................................................................23 Disable linked appliances......................................................................................................24 Setting up user accounts and user authentication................................................................................25 Add or edit local administrator accounts.......................................................................................25 Configure an LDAP server for user authentication.......................................................................26 Test the LDAP server....................................................................................................................28 Delete user accounts.....................................................................................................................28 Configuring security settings.................................................................................................................29 Enable SNMP monitoring..............................................................................................................29 Enable SSL using an existing certificate.......................................................................................29 Generate private key for new SSL certificate...............................................................................30 Disable SSL...................................................................................................................................30 Enable offboard access to database.............................................................................................30 KACE Systems Deployment Appliance (K2000) 4.1 Administrator Guide 2 Enable SSH Root Login (KACE Support).....................................................................................31 Preparing for deployment......................................................................................................................32 Set up the deployment environment.............................................................................................32 Enable the on-board DHCP server...............................................................................................32 Configure the offboard DHCP server............................................................................................33 Download and install the K2000 Media Manager.........................................................................33 Download and install Windows ADK.............................................................................................34 Upload OS installation or source files...........................................................................................34 View source media details.............................................................................................................35 Choosing the type of deployment..................................................................................................35 Supported images types................................................................................................................35 Managing device inventory....................................................................................................................37 Configure and run a network scan................................................................................................37 Add network inventory to the appliance........................................................................................37 Scan active and non-active devices on the network.....................................................................38 Add devices manually....................................................................................................................38 Upload specific target device models............................................................................................38 Join devices to a domain..............................................................................................................39 Issue a Wake-on-LAN request......................................................................................................39 Deploy to devices in the K1000 inventory.....................................................................................40 View device details from a network scan......................................................................................40 Apply a KUID to the K1000 Agent................................................................................................41 Collect the computer name...........................................................................................................41 Apply the computer name.............................................................................................................42 Delete devices from Device Inventory...........................................................................................42 Delete devices from Network Inventory........................................................................................42 Unregister devices.........................................................................................................................42 About the device action icons.......................................................................................................43 Run an action on devices..............................................................................................................44 Access remote devices using a VNC session..............................................................................44 Using labels...........................................................................................................................................45 Create and apply labels.................................................................................................................45 Remove components from a label................................................................................................45 Delete a label from the appliance.................................................................................................46 View the components assigned to a label....................................................................................46 Creating a Windows Boot Environment................................................................................................47 Create a Windows boot environment............................................................................................47 Create a boot environment from existing source media...............................................................48 KACE Systems Deployment Appliance (K2000) 4.1 Administrator Guide 3 Update drivers................................................................................................................................48 Set new KBE as default................................................................................................................48 Managing drivers...................................................................................................................................49 Managing network drivers.............................................................................................................49 Download network and storage drivers.................................................................................49 Import driver packages..........................................................................................................50 Display device compatibility...................................................................................................50 View driver compatibility details.............................................................................................51 Export drivers.........................................................................................................................51 Re-cache drivers....................................................................................................................51 Managing operating system drivers..............................................................................................52 Enable Driver Feed for scripted installations.........................................................................52 Enable Driver Feed for system images.................................................................................52 Disable Driver Feed...............................................................................................................53 Download operating system driver packages........................................................................53 Add drivers to OS as a post-installation task........................................................................53 Capturing images...................................................................................................................................55 Preparing for capture.....................................................................................................................55 Capture system images.................................................................................................................55 Create a single partition................................................................................................................56 Format C drive as NTFS...............................................................................................................57 Create a UEFI partition..................................................................................................................57 Apply a UEFI partition...................................................................................................................58 Capture native WIM images..........................................................................................................58 Edit a system image......................................................................................................................58 Capturing user states............................................................................................................................60 Upload USMT software from the appliance..................................................................................60 Upload USMT software from Media Manager...............................................................................60 Create USMT Scan Template.......................................................................................................61 Scan user states............................................................................................................................61 Scan user states offline.................................................................................................................63 Deploy user states to target devices automatically.......................................................................63 Deploy user states to target devices manually.............................................................................64 Creating scripted installations...............................................................................................................65 Create a scripted installation.........................................................................................................65 Create an answer file....................................................................................................................66 Registration Data settings.............................................................................................................66 Administrator Account settings......................................................................................................67 KACE Systems Deployment Appliance (K2000) 4.1 Administrator Guide 4 General settings.............................................................................................................................67 Network settings............................................................................................................................68 Windows Components setting.......................................................................................................68 Modify scripted installation configuration file.................................................................................69 Install Vista MBR...........................................................................................................................69 Install XP 2003 MBR.....................................................................................................................69 Creating a task sequence.....................................................................................................................70 Adding pre-installation tasks..........................................................................................................70 Add Application......................................................................................................................70 Add BAT Script......................................................................................................................71 Add Windows Script...............................................................................................................71 Add Shell Script.....................................................................................................................71 Add DiskPart Script................................................................................................................72 Common DiskPart command-line options.............................................................................72 Adding post-installation tasks........................................................................................................73 Add Application......................................................................................................................73 Add BAT Script......................................................................................................................74 Add Naming Rule...................................................................................................................74 Add K1000 Agent Installer.....................................................................................................74 Add Custom HAL Replacement.............................................................................................75 Add Windows Script...............................................................................................................76 Add Service Pack..................................................................................................................76 About uploading files.....................................................................................................................77 About runtime environments..........................................................................................................77 Set task error handling option.......................................................................................................77 Assign tasks to system image deployment...................................................................................78 Assign tasks to scripted installation deployment...........................................................................78 Edit deployment tasks...................................................................................................................79 Automating deployments.......................................................................................................................80 Create a boot action......................................................................................................................80 Run deployment on next network boot.........................................................................................81 Modify a boot action......................................................................................................................81 Set default boot action...................................................................................................................82 Schedule a deployment.................................................................................................................82 Delete a boot action......................................................................................................................82 Create a multicast WIM image deployment..................................................................................82 Edit the default multicast settings..................................................................................................83 View automated deployments in progress....................................................................................84 KACE Systems Deployment Appliance (K2000) 4.1 Administrator Guide 5 View completed automated deployments......................................................................................84 Edit failed tasks.............................................................................................................................84 View the automated deployment image details.............................................................................85 Performing manual deployments...........................................................................................................86 Install a boot environment to a USB device..................................................................................86 Copy an image to a USB flash device..........................................................................................86 Create a USB device driver directory............................................................................................87 Add drivers to USB images...........................................................................................................87 Download the boot environment as bootable ISO........................................................................88 Network boot a target device........................................................................................................88 Deploy the image manually...........................................................................................................88 View the manual deployments in progress...................................................................................89 View the completed manual deployments.....................................................................................89 Imaging Mac devices.............................................................................................................................90 Download the Media Manager for Mac OS X...............................................................................90 Create a NetBoot environment image...........................................................................................90 Enable the NetBoot server............................................................................................................91 Customize the image before capture............................................................................................92 Capture a Mac OS X image..........................................................................................................92 Customize image before deployment............................................................................................93 Create a single HFS plus partition................................................................................................93 Apply the Mac OS X ByHost preferences.....................................................................................93 Collect the Mac OS X computer name.........................................................................................94 Apply the Mac OS X computer name...........................................................................................94 Change the Mac OS X computer name........................................................................................94 Join device to an Active Directory Domain...................................................................................95 Perform a unicast Mac OS X image deployment..........................................................................95 Environment variables for any script.............................................................................................95 Performing multicast Mac OS X image deployments....................................................................95 Create a multicast DMG image deployment.................................................................................96 View the Mac OS X multicast deployment progress.....................................................................96 View the Mac OS X multicast deployment log files......................................................................97 About the Remote Site Appliance.........................................................................................................98 Remote Site Appliance setup requirements..................................................................................98 Install the RSA on a VMware or Hyper-V host.............................................................................99 Configure the RSA network settings.............................................................................................99 Link the K2000 to an RSA..........................................................................................................100 Add and sync the RSA to the appliance.....................................................................................100 KACE Systems Deployment Appliance (K2000) 4.1 Administrator Guide 6 Importing and exporting appliance components.................................................................................102 Schedule the export of components............................................................................................102 Use Off-Board Package Transfer................................................................................................102 Upload packages for import........................................................................................................103 Import appliance components.....................................................................................................104 Package components to export...................................................................................................104 Managing disk space...........................................................................................................................106 Verify available disk space..........................................................................................................106 Delete images not associated with devices................................................................................106 Delete images associated with devices......................................................................................106 Delete unassigned scripted installations.....................................................................................107 Delete unassigned boot environments........................................................................................107 Delete source media....................................................................................................................107 Delete unassigned pre-installation tasks.....................................................................................107 Delete unassigned post-installation tasks...................................................................................108 Enabling offboard storage...........................................................................................................108 Add a virtual disk for offboard storage........................................................................................108 Revert offboard data to onboard storage....................................................................................109 Configure an off-board storage device........................................................................................110 Troubleshooting appliance issues.......................................................................................................111 Test device connections on the network.....................................................................................111 Enable a tether to Quest KACE Technical Support....................................................................111 Open a support ticket..................................................................................................................112 Troubleshooting the Boot Manager.............................................................................................112 Test whether a target device can network boot..................................................................112 Change the Boot Manager interface...................................................................................112 Set the Boot Manager timeout.............................................................................................113 Select the local hard disk boot method...............................................................................113 Change the network delay time...........................................................................................113 Recovering devices......................................................................................................................114 Recover corrupted devices..................................................................................................114 Downloading the K2000 log files.........................................................................................114 Download all appliance log files...................................................................................114 View the appliance log files.........................................................................................114 Appliance log types and descriptions..........................................................................115 Shutting down and rebooting the appliance................................................................................117 Power off the appliance.......................................................................................................118 Reboot the appliance...........................................................................................................118 KACE Systems Deployment Appliance (K2000) 4.1 Administrator Guide 7 Updating appliance software...............................................................................................................119 View the appliance version..........................................................................................................119 Check for and apply automatic updates......................................................................................119 Update the appliance manually...................................................................................................119 About us...............................................................................................................................................121 We are more than just a name...................................................................................................121 Our brand, our vision. Together..................................................................................................121 Contacting Quest.........................................................................................................................121 Technical support resources.......................................................................................................121 Legal notices........................................................................................................................................122 Glossary...............................................................................................................................................123 Index....................................................................................................................................................127 KACE Systems Deployment Appliance (K2000) 4.1 Administrator Guide 8 About the KACE Systems Deployment Appliance (K2000) The Quest KACE Systems Deployment Appliance (K2000) provides a network-centric solution for capturing and deploying images. The K2000 provides a seamless cross-platform imaging solution from a single Administrator Console enabling you to provision Microsoft® Windows® and Apple® Mac® platforms. You can deploy the configuration files, user states, and applications as an image to a single device or to multiple devices simultaneously. The K2000 provides the tools necessary to automate deployments in both homogeneous and heterogeneous hardware environments, and provides reliability of large-scale image deployments with multicast and task engine capabilities. The built-in driver feed automatically downloads Quest driver models, and the Package Management feature enables uploading third-party driver packages. You can also integrate the K2000 with the KACE Systems Management Appliance (K1000) to image the K1000 inventory. The K2000 is available as a virtual and physical appliance. To view information on this K2000, such as its serial number, associated Agent versions, and third-party licenses and open source copyrights, click the version number at the bottom left of the appliance Dashboard page. KACE Systems Deployment Appliance (K2000) 4.1 Administrator Guide 9 About the KACE Systems Deployment Appliance (K2000) Getting started You can set up the appliance by connecting it to your network to configure the network settings from the initial configuration console. After you connect the appliance to your network, you can download the tools required to build a boot environment, change the default passwords, add drivers, and configure other deployment tasks. Tasks for getting started using the K2000 appliance You can install the K2000 appliance and configure the environment to prepare for operating system deployments. Table 1. Tasks for getting started using the K2000 appliance Task How to Install and set up the K2000 appliance Connect the appliance to your network using a monitor and keyboard, and configure the network settings. Log in to the Administrator Console Open a web browser and enter the K2000 appliance URL: hostname This enables you http://K2000_ . to enter the license key and register the appliance. Secure your passwords Change the default passwords. Although not a required task, Quest KACE recommends changing the default passwords during the initial appliance setup. Dedicate a device as the administrator device Ensure that you have administrator rights on the device where the K2000 is installed. Download the tools the K2000 requires to build Download the Microsoft Windows ADK, the K2000 a K2000 Boot Environment (KBE) or NetBoot Media Manager, and Microsoft .NET 4. environment Create a K2000 Boot Environment Use the Media Manager to create the boot environment. The boot environment provides the drivers and tools to deploy the operating system. Set a KBE as the default Select a default boot environment to enable target devices to boot from the appliance. Update drivers Add the drivers that the KBE requires, and enable the Driver Feed for automatic updates of Dell drivers. KACE Systems Deployment Appliance (K2000) 4.1 Administrator Guide 10 Tasks for getting started using the K2000 appliance
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