Employee - Existing - Mac
Revision as of 11:48, 1 February 2017 by Dzimmerl(talk | contribs)

Existing Faculty or Staff Mac Cascade


Imaging and/or Cascading Quick Links


Cascade Checklist

Checklist created to help with the cascade process.

Step One: Backup Users Data

  1. Label machine with blue label.
  2. Plug the user's old computer into the network (magic port).
  3. 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.
  4. The DeployStudio screen will load.
  5. Enter your 鶹Ƶ username and password and click login.
  6. Select the Create Backup option from the menu.
  7. Press the play button.
  8. Select the drive to be backed up in the upper left corner (i.e. Macintosh HD).
  9. Give the backup image a name as follows username_MMDDYY.
  10. Click the play button again to start the process. This can take a substantial amount of time depending on the amount of data.
  11. Machine will reboot when finished.

Step Two: Verify DeployStudio 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.
    1. From the Finder Go Menu, Select Connect to Server, Connect to afp://ispace.gac.edu with your 鶹Ƶ username and password.
    2. Open Apple_Backups and locate your newly created disk image and double click it to mount it on the desktop. If the image mounts, open the backup to verify that your data is there. If you can see data inside of it, the backup has completed successfully. Unmount your backup by clicking the eject icon.

Step Three: Verify CrashPlan Backup

  1. Login to crashplan.gac.edu
  2. Enter the computer name of the device in the search field.
  3. Verify the backup is at least 99% complete.

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. (dzimmerl@gustavus.edu) 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 Five: Create User

  1. Login with the username: admin and the 2016-2017 image password.
  2. Launch GACAssistant 3 - use the link on the Desktop of the admin account or Navigate to /Macintosh HD/Library/Management/Apps/.
  3. Reset the users domain password - by clicking on the Reset Domain Password button, authenticate as yourself and enter the user's username.
  4. Create the user - In GACAssistant3 click on the Create User button and entering the 鶹Ƶ username of the user you'd like to create. Authenticate as Admin.

Step Six: Data Transfer

  1. From the Finder - 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>. Click Open. Authenticate as admin.
    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 Seven: Initialize User

  1. Click on the Initialize User button in GACAssistant3.
  2. Enter the users username of the account you are setting up. Authenticate as Admin.

Step Eight: Check User Account

  1. Logout of the admin account (apple icon to Logout) 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 Nine: Install Printers & Update/Install Other Software

  1. Open GACAssistant3
    1. Open Finder and press Command + Shift + C
    2. Click Macintosh HD > Library > Management > Apps > GACAssistant3
  2. Click on the Printer Finder button. Authenticate as the user.
  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.
  6. Use Managed Software Center to install software that the user wants installed. Refer to ticket for specialized software requests.
  7. Click Updates to make sure all installed software is up to date.

Step Ten: Configure Crashplan Backup

  1. Refer to the ticket to see if this user has used Crashplan before or not. Please ask a Dutyperson if this information is not in the ticket.
  2. Install Crashplan from Managed Software Center.
  3. Open Crashplan. Finder > Applications > Crashplan.
  4. Login as the user.
  5. If this is a new Crashplan user, crashplan will run automatically.
  6. If this is a current Crashplan user, a window will open with options.
    1. Select Replace Existing.
    2. Click Start
    3. Select the device. **Note: if they are running multiple computers, make sure that it is the same computer name as the one they gave you. Otherwise, select Add as new device. Verify adding as a new device. If you are not sure, ask a DutyPerson!

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

Step Eleven: Tutorial Letter

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

Step Eleven: Tutorial Letter

Put the users old laptop into storage once delivery has been completed.

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.