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Zero-Touch Windows 7 Migration with HP Client Automation
 

Zero-Touch Windows 7 Migration with HP Client Automation

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An overview of complex OS migration solutions from HP

An overview of complex OS migration solutions from HP

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    Zero-Touch Windows 7 Migration with HP Client Automation Zero-Touch Windows 7 Migration with HP Client Automation Presentation Transcript

    • Session ID: BTOT-WE-1515/7
    • Speaker Name: Ralf Van Dorsselaer
      Date: December 1st 2010
      Session ID: BTOT-WE-1515/7
      Zero-Touch Windows 7 Migration with HP Client Automation
    • ”If it keeps up, man will atrophy all his limbs but the push-button finger.”
      Frank Lloyd Wright
    • Agenda
      4
      High-level view of HPCA processing during actual OS migration
      Mechanics
      Hands-off settings
      Data migration
      Local service OS boot
      Hardware configuration
      Disk partitioning
      Custom exits
      Agent installation
      Join Domain
      Application installation
      Questions ?
    • High-Level View
    • What is being discussed ?
      6
      A sample setup that:
      Runs through an unattended OS migration from XP to Windows 7
      Uses local service OS booting
      Re-uses existing disk partitioning
      Runs user personality/data capture with local storage
      Performs some sample hardware configuration tasks
      Installs Windows 7 using Windows Setup
      Rejoins the domain
      Restores user personality/data from preserved local storage
      Kicks of a software connect to install applications
      High-Level View
    • What is not being discussed ?
      7
      Image capture
      Image publish
      Reporting
      High-Level View cont’d
    • HPCA OSM Overview
      8
    • Sequence of events
      9
      A Windows XP target is running
      No HPCA agents
      Joined to the LAB domain
      Administrator uses HPCA Console to deploy the HPCA agents
      Both Management Agent and HPCA Agent are installed
      Device registers with the HPCA infrastructure
      Administrator uses HPCA Console to start the OS deployment
      Assigns OS policy
      Assigns hardware configuration policy
      Selects boot method
      Deployment is triggered
      Process
    • Sequence of events cont’d
      10
      Target device processing starts
      HPCA OSM connect runs
      Local Service Boot files are installed
      OS policy queried and applied
      Personality and Data Capture runs
      Device reboots into Windows PE service OS
      Process cont’d
    • Sequence of events cont’d
      11
      Windows PE service OS processing starts:
      Gathers device parameters
      Queries OS policy
      Runs sample hardware configuration tasks
      Does not repartition, instead clears the OS partition
      Downloads Windows 7 image
      Kicks of the Windows Setup
      Sets up the agent installation
      Runs various custom exits throughout the process
      Reboots and hands over control to Windows
      Process cont’d
    • Sequence of events cont’d
      12
      Windows installation finalization:
      Runs Windows specialize processing
      Joins the LAB domain
      Installs the HPCA Agent
      Performs auto-login
      Runs 1st OS connect to finalize HPCA processing
      Runs personality/data restore
      Creates immediate timer entry for software connect
      Software connect is run
      Final reboot
      Process cont’d
    • Hands-off settings
    • Hands off settings
      14
      Desired result: no user interaction whatsoever
      How to: Set deployment behavior in CSDB
      OS.BEHAVIOR.DEFAULT_BEHAVIOR
      Select Role – PMROLE: _CENTRAL_
      Select OS – PMSLCTOS: _CENTRAL_
      Acknowledge override – PMACKOVW: _NEVER_
      Action on initial discovery – PMINITL: _REINSTALL_
      Caution: PMINITL was set for purposes of demo and deployment to previously unmanaged device.
      What does this do ?
      It skips any and all prompts during the HPCA Application Manager OSM and the service OS installation phase.
    • Data migration
    • Data migration
      16
      Desired result: save and restore user data; use local backup
      How to:
      Uses well known NOVAPDC.CMD (backup) and NOVAPDR.CMD (restore) exit points.
      Exits can be deployed by an HPCA service.
      Exits can be deployed with HPCA Agent (along for the ride using /maint)
      Uses USMT 4.x
      Called from NOVAPDC/NOVAPDR through the PBR.EXE HPCA Agent module
      USMT can be deployed by an HPCA service.
      USMT can be deployed with HPCA Agent and NOVAPDC/NOVAPDR
    • Data migration cont’d
      17
      Deployment with HPCA Agent:
      Create C:Program FilesHewlett-PackardHPCAMediaclientdefaultwin32maint
      Add USMT*.*
      Add novapdc.cmd / novapdr.cmd
      Change novapdc/pdr to install USMT (basic file copy is sufficient)
      The HPCA agent media under C:Program FilesHewlett-PackardHPCAMediaclientdefaultwin32 are used for remote installs.
      In the demo scenario this takes care of setting up for data capture.
      Publish the directory also as the OS HPCA agent package.
      In the demo scenario this takes care of setting up for data restore.
    • Data migration cont’d
      18
      Local data backup:
      NOVAPDC calls PBR.EXE with /B /LOCALSTORE
      This backs up data to C:OSMGR.PRESERVE
      Note:
      Must NOT destructively repartition. Use Preserve partitioning type for deployment.
      Requires double the space for migrated data.
      USMT 4.x:
      Can be “installed” using simple file copy
      Can be used for Windows XP data capture (not for restore)
      Need only one USMT release for capture/restore
    • Local service OS boot
    • Local service OS boot
      20
      Desired result: maximum independence of the boot order; no requirement for HPCA Image Deploy CD in drive nor does PXE need to be enabled.
      How to: Select “Local Service Boot” during HPCA Console OS deployment wizard
      What does this do ?
      Local Service Boot injects the HPCA boot loader into the device’s local boot chain and directs the boot sequence into a locally installed copy of the HPCA Service OSes as needed.
    • Hardware configuration
    • Hardware configuration
      22
      Desired result: perform hardware configuration (possibly) needed to configure a target device before installing a new OS
      How to:
      Uses hardware configuration elements (LDS/LME).
      Typically run under Linux but can also be run under Windows PE
      Provided the utilities have a Windows PE compatible variant that is command line driven
      Requires using System Explorer and Publisher
      Alternative: run utilities from HPCA services when OS is still Windows XP
      Depends on utilities supporting execution from production OS.
      What does hardware configuration do ?
      It enables administrators to deploy and execute utilities to configure various hardware components.
      Examples: BIOS flash, TPM initialization.
    • Disk partitioning
    • Disk partitioning
      24
      Desired result: keep existing partitioning. Do not wipe out local USMT backup store.
      How to: Set deployment drive map type in CSDB
      OS.BEHAVIOR.DEFAULT_DRIVEMAP
      Drive map type – TYPE: Pres
      What does this do ?
      Does not completely repartition (Replace) or replace just the OS partition(s) (Merge)
      Instead it wipes the OS partition
      It leaves <OS partition drive letter>:OSMGR.PRESERVE
    • Custom exits
    • Custom exit processing
      26
      Desired result: include custom processing and files
      How to: service OS exit points
      What does this do ? Service OS processing calls 4 different exits if they exist:
      Before partitioning occurs:
      PREPARTITION.CMD located in X:WORK
      Before resource download occurs:
      PREDOWNLOAD.CMD located in X:WORK
      Before the image is laid down (ImageX) or the setup started (Winsetup)
      PREINSTALL.CMD located in C: or X:WORK
      Before the control handover reboot to Windows after the OS image installation:
      PREREBOOT.CMD located in C: or X:WORK
      Note: command line parameters passed are OS instance name and disk being deployed to
    • Custom exit processing cont’d
      27
      Published through ADDON publishing. Auto-wired to the select OS service.
      Can include support files together with the .CMD files
      Examples: drivers, additional WIM files.
      PREPARTITION.CMD and PREDOWNLOAD.CMD must be published as Service OS Driver and deployed to X:WORK
      Remember to select source directory containing WORK subdirectory containing actual content !
      Exits must clean up before exiting
      Delete itself
      Delete (if required) any additional content deployed to C:
    • Agent installation
    • Agent installation
      29
      Desired result: Manage the Windows 7 target after OS installation
      How to: Agent is published as part of the OS publishing
      Tips
      By default the agent install is always run, even if the image already contains an agent.
      Can use /maint directory to deploy additional and updated agent modules
      New 7.9 logic:
      Call setup-standard.cmd to install the agent if that .CMD exists.
      If setup-standard.cmd does not exist, call setup.exe /qb to install.
      ! This allows you to customise setup-standard.cmd to support special installation scenario’s (or to skip the agent install alltogether).
      Agent can be published separately from the OS
      Start Publisher, select OS image
      Point it to an MSI file for an HPCA agent.
      The Publisher will collect all files and all subdirectories of the directory that MSI resides in and publish.
      Can then use System Explorer to wire new HPCA agent package to OS services
    • Join Domain
    • Join Domain
      31
      Desired result: Get the newly installed Windows 7 target joined to a domain
      How to: through the unattend.xml
      <component name="Microsoft-Windows-UnattendedJoin“>
      <Identification>
      <Credentials>
      <Domain>LAB</Domain>
      <Password>xxx</Password>
      <Username>administrator</Username>
      </Credentials>
      <JoinDomain>LAB</JoinDomain>
      </Identification>
      </component>
    • Application installation
    • Application installation
      33
      Desired result: Install applications once the OS is up and running.
      How to: a scheduling instance is connected to the OS service instance. This instance triggers a software connect
      OS.ZSERVICE.WIN7
      connects to HP_DAILY_SOFTWARE_CONNECT
      • What does this do ?
      • Creates a TIMER instance during 1st OS connect
      • TIMER instance contains RADSKMAN DNAME=SOFTWARE
      • As only one connect can run at a time, the software connect will run after the OS connect
    • Continue the conversation with your peers at the HP Software Community hp.com/go/swcommunity