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  1. 1. How To Create a Mac OSX Image From Scratch Locate the System CDs that came with the machine. System CD #1: Boot with CD Put CD in tray Restart Hold C key while booting (will start from CD instead of HD) Install Procedures after booting with the System CD Select the HD – Click Options *Erase and Install – leave default Mac OS Extended (journaled) Continue Customize: 1. Leave default settings except – remove iCal, 2. Printer Drivers a. Remove the ones you do not use b. Leave Gimp-Print (universal) 3. Fonts - Remove those you do not use 4. Lang Translators - Remove 5. X11 – Remove 6. Continue Install Install Options: * If archived was selected instead of erase, you could transfer information, otherwise select NO, do not transfer information 1. Accept defaults Don’t create an Apple ID Name screen: Apple – Q to SKIP that screen 2. Admin Account Info: Name: LocalAdmin Password: enforce (or your school) Select a picture Check Time Zone and Time for accuracy
  2. 2. 3. Install Applications and Classic Support Accept defaults Enter password (enforce) 4. Restore Software Uncheck Restore ALL Select the items you want to install (customize to fit your school needs) 1. Classic 2. Applications 3. Games 4. iDVD 5. Developer Tools Insert System CD #2: Insert disk 2 on prompt to continue installing 2
  3. 3. Preferences: How you want to set up your computer for your school Apple Menu – system preferences, or the little light switch in the Dock. In the System Prefs Window, you can customize the items on the top row by dragging frequently used icons there, or delete them by dragging them out to the desktop. Appearance Options This is where you set how windows appear and the number of Recent Items Desktop & Screen Saver Tip: on local admin account – make the picture different on the background so that you can see that you were logged on as Admin instead of a student login • Can change desktop picture • Hot Corners Dock – can use defaults for now. 3
  4. 4. Expose (10.3 only) Quick way to find STUFF  F10 key – shows all open documents/application so that you can quickly find what you need  F9 key – all open applications  F11 – Clear Desktop  The function keys can be assigned manually Security  Require password to unlock each secure system preference  Log out after  File Vault – suggestion is to not set CDs & DVDs – what happens when you insert a CD. Displays: 1024 x 768 Energy Saver Can schedule for start up (weekdays at 7:00 am) Can schedule for shut down (shut down only on Friday, sleep each other day) Keyboard & Mouse – self-explanatory. 4
  5. 5. Print & Fax Click Set Up Printers (on Novell 6.5 – you lose Apple Talk) Double-click Add. Use IP Printing (on Novell 6.5, you must). Enter IP address: (This is a sample; use your school’s info.) Queue Name: Use the room number to help teachers Choose the Printer Model AppleTalk – you can use on older Novell Networks. Rendezvous – Apples protocol for printing, broadcasts printers that are on the network) Show Info – can add name and change columns that display Sound Alert Sounds Input/Output sources .Mac – don’t set up. This is an Internet-based user account that we don’t use. 5
  6. 6. Network Show – Built-In Ethernet - Green light show that your cable is good and you are getting a good connection Network Port Configurations – remove modem Built – In Ethernet TCP/IP – Using DHCP AppleTalk – must use if not 6.5 school Proxies: Web Proxy: Port 80 Bypass: 10.* * 6
  7. 7. Quicktime: Connection tab – change to Intranet/LAN Sharing Computer Name: 0420-RmXX-XX Services: Apple Remote Desktop (turn on and select options) Firewall – may need to turn off for some programs Classic If you use older software, Start when you login and Hide Classic Show Classic Status in menu bar Advanced Date & Time District blocks the time servers Enter your school server: (or) Clock options: customize as you want Software Update – Also available under the Apple Menu Can set for automatic updates-weekly, etc. Suggestion – turn off and do manually or use Apple Remote Desktop Highlight – Options: Ignore Update Download Only Shows which ones require a restart 7
  8. 8. Speech – Startup Disk – Should not have to change Universal Access – used for physically challenged individuals. Accounts: (Helpful to do this last.) Set Password, Picture, Security, Startup Items for each user Add User: click + button Suggestions: Local Admin and a restricted User for student/teacher uses Student User suggestions: - did not set password - select a picture - limitations  Some Limits:  Take off System Preference, Modify the Dock, Change password  Leave Burn CD o Login Options  List of Users  Check Automatically log in as: User 8
  9. 9.  Check Enable fast user switching o Simple Finder  You add the items you want them to be able to see and use  Uncheck ALL  Go back and select the items you want them to have  If not in the list, click the LOCATE button and add it to the list  Find menu – run Full Finder, enter password, now the desktop items are available and useable  If the Dock disappears keyboard shortcut to get it back: Command, Option, D Other Software Installs At this point, you would also install whatever site-specific software you want to add to the image. Cool Utilities Apple Remote Desktop  Scans the entire network and finds all devices with an IP address  Black – non OS X device  Create Groups o Organize machines by lab o When a computer is added to the group the first time – must provide the admin password  Dimmed – deep sleep mode or shut off and cannot be controlled  Observe the computer or an entire lab  Take control of a computer  Share the master computer screen to all machines in the lab  Install software – push software to computers in the lab  Install Packages – special installer that puts items in specific locations  Can check version of software on machines in the group  Shut down the computers remotely  Restart the computers  Lock an individual machine  Manage remotely –even off site  VNC – install the VNC client on Windows machine and/or OS 9 computers – can control those machines also  Upgrade client software Remote Desktop Connection - Control Windows computers from the OS X computer - Log into the computer - Do whatever you need to just as if at the computer - Only one user can be logged in at a time 9
  10. 10. - On windows machine, Computer Properties, Allow users to connect remotely to this desktop Delocalizer - Can save to server and run from that location - Run to delete other languages from the help systems - Keeps English no matter what - Select ALL then delete Applejack - Install as a repair tool Cache Out X - Cleans out cache files Clean OUT - Applications Folder: address book, chess, iChat, Mail, Stickies, Quicken, Internet Connection, GarageBand (installs samples that are large – remove from all locations) - Do a find for an application, delete from that screen - Utilities:  Delete: Airport, Bluetooth, Earthlink, Activity Monitor, Asia Text  Keep: Printer Utility, Disk Utility.  OS 9 folder – delete duplicate applications that are already in OS X - Library  Printers that you do not have  Modem Scripts  Address book plugins  Garage Band - Fonts can be installed in up to 5 different locations  Mac HD > Library > Fonts [everyone can use]  Mac HD > User > Library > Fonts [only that user can see and use]  Can delete duplicates out of the user fonts folder  Classic needs it own set of fonts No such thing as a default user in OS X – to make a change must go into that user account - Log in as that user - Modify Dock by adding/deleting - Go to Preferences and change settings for that user 10
  11. 11. Gathering and Deploying – courtesy of Michael Galindo • Prepare the ‘Perfect’ Computer – Install Mac OS X from the restore CDs and install all required applications. Also remember to include necessary preferences and settings. • Collect the Image – There are a few scenarios to accomplish this task, but the primary idea to keep in mind is that you cannot create an image of your boot drive. Some other boot options are: • External FireWire Hard Drive – Install OS X on an external FireWire drive and choice the drive as the Start-up Disk. • Other Macintosh (Target Disk Mode) – Connect two Macintosh’s together with a FireWire cable and start your ‘Perfect’ computer in Target Disk Mode (Hold T during boot up). • Network Boot – In environments where an OS X Server is available, Workstations can be set to boot from a network image. Gathering the Image In this example, the image will be gathered by starting the ‘Perfect’ computer in Target Disk Mode (Hold T during boot up). The computers are connected with a FireWire cable and the internal Hard Drive of the ‘Perfect’ computer is mounted on the desktop as an additional Hard Drive. Open Disk Utility from the Utilities Folder inside the Applications Folder on the Hard Drive. The following screen will appear: 11
  12. 12. From the Images Menu, Choose New > Image from Folder… Highlight the ‘Perfect’ computer’s Hard Drive and select Open Note: You should be selecting the volume (or root of this Hard Drive) and not any of the folders therein. 12
  13. 13. Name the Image file and place it on your Desktop, or Network location and Press Save. Before it will begin to collect the Image, the computer will ask you to authenticate as a Local Administrator of the workstation. Note: This will be the local administrator user account on the workstation you are currently booted into, which my not necessarily match the user accounts on the ‘Perfect” computer you are imaging. 13
  14. 14. The following dialog boxes will appear during the creation of the image, this can take anywhere from 15 minutes to several hours depending on the size of your image. Upon completion of gathering the Image, you need to Scan the Image for Restore by choosing the option from the Images Menu. 14
  15. 15. Select the Image file you just gathered and Press Open. This process is completed with the following dialog disappears. 15
  16. 16. Restoring the Image to a Workstation In this example, the image will be distributed to the target workstation by starting the ‘Target’ computer in Target Disk Mode. The computers are connected with a FireWire cable and the internal Hard Drive of the ‘Target’ computer is mounted on the desktop as an additional Hard Drive. Open Disk Utility from the Utilities Folder inside the Applications Folder on the Hard Drive. 16
  17. 17. Select the Restore tab in Disk Utility. Select the Image file you would like to use by either dragging it from the left side of the window, or clicking on the Image… button and navigating to the Image file. Drag the ‘Target’ Hard Drive over the box called Destination. Insure that the Erase Destination box is Checked and the Skip Checksum box remains Unchecked. Press the Restore button to start the Imaging process. Note: Checking the Skip Checksum box can reduce the time it takes to restore the image, while it is not a necessary step, it can help to insure the integrity of the restore. Disk Utility will prompt you to confirm that you want to erase the ‘Target’ drive. 17
  18. 18. During the process of the restore, the progress bar on the bottom right of the window will say Copying… Which will change to Checksumming… toward the end of the restore process. When the progress bar reaches the end, the process is done. You can unmount the ‘Target’ Hard Drive and reboot your workstation, which is now imaged. 18
  19. 19. The NetRestore Option Mike Bombich has created free software to help with imaging. From his website, , download a copy of NetRestore being sure to get the version that matches your version of OSX. NetRestore Helper is part of the download. Start by using it to gather the image from your source. Once the image is gathered, use NetRestore to deploy. Detailed instructions to this simple process are included on the site. The advantage is that NetRestore tends to gather and deploy images more quickly, and it automatically does the scan for restore. 19