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Imaging and/or Cascading Quick Links

• What is Imaging? - Imaging
• Macintosh Imaging/Cascading Directions - Mac Imaging
• Windows Imaging/Cascading Directions - Windows Imaging
• Cascade Letters - Universal Cascade Letter
• Computer Drop Off and Pick Up Procedure - Computer Drop Off Procedure

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Cascade Checklist

Checklist created to help with the cascade process.

• Checklist for Macintosh Cascade

Step One: Check Crashplan for Backup Status/Run Sync

1. Have a dutyperson 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.
4. Run CrashPlan Sync

Step One, part 2: Back up computer with Deploystudio

1. Plug in the computer's power and ethernet at the laptop station or in new setup room.
2. Boot to the network (Hold N while it powers on, you will see a globe)
3. Log in with your �鶹��Ƶ username and password
4. Select Create Backup
5. For the backup name, use their username_MMDDYYYY as the name.
6. If no disk is available to backup, they may have personally encrypted their hard drive without using the �鶹��Ƶ managed FileVault. They will need to turn Filevault off for it to successfully back up.

Step Two: Bootstrap the Mac

Bootstrapping is similar to imaging but we're only installing a base operating system and Managed Software Center. This makes bootstrapping really fast and allows us to update software and computer setup more easily.

1. Connect a bootstrap drive to the Mac.
2. Boot the Mac to Recovery Mode by powering on the Mac and holding down command+r
3. Select Utilities --> Terminal
4. Type the command /Volumes/macOS/run in the Terminal window.
5. Terminal will ask which drive you'd like to bootstrap. Select the drive labeled Macintosh HD. If you don't see a drive labeled Macintosh HD you will need to partition the drive with Disk Utility first.
6. After you've selected the drive Terminal will ask you if you want to erase the target volume before install. Type y and press return.

Step Three: Apply Configuration and Updates

Once the Mac has been bootstrapped it will reboot and you will be presented with the macOS initial setup window. Follow the onscreen prompts.

Important: Make sure you see a screen that says "Configuration Available". If you don't see this screen the Mac will need to be moved to the correct MDM server. Any duty person should be able to move it for you if you provide them with the serial number of the Mac.

Once you've progressed through the macOS Setup windows Managed Software Center will automatically begin downloading any applicable updates.

Step Four: Data Restoration and User Account Creation

�鶹��Ƶ uses Migration Assistant, an app built into macOS, to move data and users to a new Mac laptop. Migration Assistant can use a variety of sources to move data including DeployStudio backups, Time Machine Backups, and Macs booted to target disk mode.

This guide will start with how to connect to the various data source types.

DeployStudio Backup Older Macs (that don't use APFS as their filesystem usually version 10.12.x or older) are able to backup to DeployStudio. The backup can then be used to move the account to the new user. To connect to a DeployStudio backup follow these steps.

1. Login as admin
2. Click on "Go" in the Menu Bar and click on Connect to Server. Or press command + k.
3. Type in afp://ispace.gac.edu and press return.
4. Authenticate with your �鶹��Ƶ credentials.
5. Double click on the corresponding backup as listed in the Apple_Backups folder.
6. You are now ready to restore data from a DeployStudio backup.

TimeMachine Backup TimeMachine Backups can be used on any Mac. Simply connect the TimeMachine drive to the new Mac.

Target Disk Mode Target Disk Mode allows the Mac to act as a really big (really expensive) external hard drive. To boot to Target Disk Mode power off the Mac you'd like to transfer data from. Then power on the Mac and hold down the T key. You will see a bouncing Thunderbolt symbol indicating that the Mac as booted to Target Disk Mode. Connect the Target Disk Mode Mac to the new Mac using the appropriate cable and adapter (a Thunderbolt cable with a Thunderbolt to USB-C in most cases).

Crashplan Crashplan can be used in emergency circumstances where no other data source is available. To use Crashplan as a data source, create a user account for the user while signed into the admin account. Then log in as the user and follow the MacOS Crashplan Restore guide on the wiki.

Step Five: Verify Crashplan Restore

Check to make sure that Crashplan has restored data successfully. Check bookmarks, Documents, Desktop to verify their data is in place.

Step Six: Install Printers & Update/Install Other Software

1. Use Managed Software Center to install the printers.
2. Use Managed Software Center to install software that the user wants installed. Refer to ticket for specialized software requests.
3. Click Updates to make sure all installed software is up to date.

Step Seven: Universal Cascade Letter

Customize (replace the items in bold italic that are placeholders) and print a File:2018macletter.docx for each user.

Step Eight: Delivery

Deliver the prepared Mac to the user and assist them with signing into Enterprise Connect.

1. Sync their password using the �鶹��Ƶ user setting page.
2. Open Enterprise Connect and have them sign in with their �鶹��Ƶ username and password.
3. When prompted, enter their login password ( ‘changeme’ ). Enterprise Connect should report the passwords are in sync.
4. Answer any additional questions they may have.

Step Nine: Store Old Equipment

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

Troubleshooting

Q: Crashplan won't let me log in as the user?

A: Restart the Mac and re-open Crashplan