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Existing Faculty or Staff Desktop Cascade

Cascade Checklist

Checklist created to help with the cascade process.

• Checklist for Macintosh Cascade

Step One: Backup Users Data

1. Plug the user's old computer into the network.
2. Boot the computer while holding the N Key. This will boot the computer off the network If using the N does not work use keys Option + N.
3. The DeployStudio screen will load.
4. Enter your �鶹��Ƶ username and password and click login.
5. Select the Create Backup option from the menu.
6. Press the play button.
7. Select the drive to be backed up in the upper left corner (i.e. Macintosh HD).
8. Give the backup image a name as follows username_MMDDYY.
9. Click the play button again to start the process. This can take a substantial amount of time depending on the amount of data.
10. Machine will reboot when finished.

Step Two: Verify Backup

1. Backups will not show up in Apple_Backups until the day after the backup was started.
2. From another Mac connect to ispace to verify the backup.
3. Connect to afp://ispace.gac.edu with your �鶹��Ƶ username and password.
4. Open Apple_Backups and locate your newly created disk image and double click it to mount it on the desktop. If the image mounts and you can see data inside of it, the backup has completed successfully.

Step Three: Remove Old Hard Drive

1. Pull the old hard drive out of the machine and replace with a new drive.
2. If you are unable to remove the drive, ask Mike for help.
3. When putting a pulled drive into storage, take a sticker-label and fill in the required information (Name of owner, date, ticket number, and disk size, etc.)
4. Place the hard drive in an anti-static bag.
5. Place the label on the anti-static bag to seal the bag.

Step Four: Image New Mac

1. Plug the Mac into the Network.
2. Make sure the Mac is registered in GReg and named properly.
3. Email the serial number and hostname of the Mac to Dan Z. so the Mac can be added to the Employees group.
4. Boot the computer while holding the N key. This will boot the computer off the network If using the N key does not work use keys Option + N.
5. The DeployStudio screen will load.
6. Enter your �鶹��Ƶ username and password and click login.
7. Select the desired computer image from the list of images (i.e. ElCapitan_Munki2Emp).
8. Press the play button.
9. Machine will reboot when finished.

Step 5: Create User

1. Login with the username: admin and the 2015-2016 image password.
2. Navigate to /Macintosh HD/Library/Management/Apps/ and open GACAssistant3 or use the link on the Desktop of the admin account.
3. Reset the users domain password by clicking on the Reset Domain Password button and entering the users username.
4. Create the user by clicking on the Create User button and entering the �鶹��Ƶ username of the user you'd like to create.
5. Keep GACAssistant open and proceed to Step 6.

Step 6: Data Transfer

1. Go to Go --> Connect to Server and type in afp://ispace.gac.edu using your �鶹��Ƶ username and password to login.
2. Open Apple_Backups and double click on the .dmg you'd like to transfer data from. This will open a new Finder window which can be closed.
3. Open the data transfer tool by clicking on the Transfer Data button in GACAssistant3.
4. To choose where you want to transfer data from click on the Select Source button and navigate to the Finder Sidebar to select Macintosh HD --> Users --> <Username>.
   1. Note: The selection you make should be the user account of the user you want to transfer. The text below the Select Source button should end with the username you want to transfer
5. Enter the username of the account you're transferring to. In most cases this is the same as the username of the account you're transferring from.
6. Click the Begin Transfer button. The data transfer process can take anywhere from 10 minutes to multiple hours depending on how much data you're transferring.
7. The green progress text should disappear when data transfer is complete. Click done when this happens.
8. Don't forget to Initialize User as indicated in Step 7 below.

Step 7: Initialize User

1. Click on the Initialize User button in GACAssistant3.

Step 8: Check User Account

1. Logout of the admin account and login using the user's �鶹��Ƶ username and the temporary domain password.
2. Verify that the users data is present. Usually you'll see data on the Desktop, Documents, and Downloads folders.
3. Verify that the users browser bookmarks are present. Check Chrome, Safari and Firefox. Most users primarily use one of these three browsers.
4. Verify that the users mail is present by opening Mac mail. Some users use Thunderbird which can be downloaded from Managed Software Center.
5. Look on the users Dock and make note of the software with question mark icons. If the software is available in Managed Software Center then install it for the user. If the software is not present in Managed Software Center then the user will have to install it themselves. A reboot may be necessary for the icons to update.

Step 9: Install Printers

1. Open GACAssistant3 from /Library/Management/apps
2. Click on the Printer Finder button.
3. Click on the List Printers button to get a list of printers that were installed on the old Mac.
4. Use this as a guide for installing the users printers. Anything listed as USB or serial is probably a home printer and doesn't need to be installed by GTS.
5. Use Managed Software Center to install the printers.

Step 10: Configure Crashplan Backup

1. Login as the user account you setup on the computer.
2. Open Code42 Crashplan.
3. Login as the end user to make sure the backup is running and has their hard drive selected.
4. If this is replacing an old computer that had crashplan, click the option at the top of the screen to select the computer this is replacing. This is also available under the Tools menu. Be sure to select the correct computer!

Note: The end user must be listed as an employee in datatel for Crashplan access.

Tutorial

Customize (replace the bold italic placeholders) and print a tutorial letter for each user using the tutorial template found below.

• Tutorial Letter for Reimaged Apple Computers

Go through this letter with the user or leave it for them if they are not there.

Troubleshooting

Q: The Mac is stuck on the �鶹��Ƶ background and I can't move the mouse - what should I do?

A: Sometimes the Macs get stuck on the DeployStudio image screen. Power off the Mac by pressing and holding the power button and then turn it back on. The image process should resume.

Q: The Mac is asking me to choose my language and create a user - what should I do?

A: The Mac didn't image properly. Re-image this machine.

Q: GACAssistant3 says this Mac's gReg name is hpotter/0m/nothing - what should I do?

A: Double check the registration in gReg for this machine. Delete any registrations that have invalid names and re-image this Mac.

Q: I get an error when I try to create an user account - what should I do?

A: Double check that you are entering the correct �鶹��Ƶ username. An invalid username will not work.

Q: The printer I want to install isn't listed in Managed Software Center - what should I do?

A: Managed Software Center only has printers that are on the "new" printing system. You may need to refer to the printer fleet list and install it using its hostname or IP address.

Q: After syncing the users password the user still cannot login with their �鶹��Ƶ username and password. The temporary domain password still works. What should I do?

A: This Mac isn't bound to Active Directory, the software that lets users log in with their �鶹��Ƶ account. Connect to Macsoft, open the Tools folder, and run the ADFix.app tool. Reboot the Mac and try logging in again.

Q: I get a bunch of errors and weird stuff happens when I log into to check the user's account - what should I do?

A: You forgot to initialize the user. You will need to start over and re-image.