Deployment workshops and scenarios Workshop September 2005 Table of Contents I. OS Deployment overview .......................................................................................................................... 3 II. Deploy through the network, the HDD/partition images is located in the LAN....................................... 4 II.1. Variants of image creation process .................................................................................................... 4 II.1.1. Disk imaging over the network in manual mode (Linux environment)...................................... 4 II.1.1.1. Configuring network connections in the Linux environment .............................................. 5 II.1.1.2 Disk imaging of a “Master PC” onto mounted network share............................................ 15 II.1.2. Disk imaging over the network in manual mode (Windows environment) .............................. 22 II.1.2.1. Mapping network drive ...................................................................................................... 23 II.1.2.2. Disk imaging of a “Master PC” onto mapped network share ............................................ 25 II.1.3. Disk imaging over the network in automatic mode (Windows environment) .......................... 32 II.1.3.1. Generating script for disk imaging of a “Master PC” onto mapped network share........... 33 II.1.3.2. Executing script for disk imaging of a “Master PC” onto mapped network share ............ 43 II.2. Variants of deployment methods...................................................................................................... 44 II.2.1. Deployment over the network in manual mode (Linux environment)...................................... 44 II.2.1.1. Deployment of a “Client PC” over the network................................................................. 44 III. Deploy from the bootable CD/DVD, archive is located on the CD/DVD............................................. 49 III.1. Variants of images/bootable CD/DVD creation process ................................................................ 49 III.1.1. Burning backup images under Windows environment............................................................ 49 III.1.1.1. Burning backup images of a “Master PC” to CD or DVD ............................................... 50 III.1.2. Creation of customize bootable Recovery CD with preliminary prepared backup images..... 58 III.1.2.1. Custom Recovery CD structure, general components ...................................................... 59 III.1.2.2. Preparing a custom CD/DVD ........................................................................................... 61 III.1.2.3. Script example .................................................................................................................. 65 III.1.2.4. MENU.CFG file example ................................................................................................. 67 III.2. Variants of deployment methods .................................................................................................... 68 III.2.1. Booting from custom CD/DVD and restore in automatic or manual mode ............................ 68 III.2.1.1. Restore in automatic mode................................................................................................ 68 III.2.1.2. Restore in manual mode.................................................................................................... 72 IV. Deploy through the network using PXE environment........................................................................... 74 IV.1. Creation of a partition backup image.............................................................................................. 75 IV.2. Restoration of a partition backup image......................................................................................... 84 I. OS Deployment overview This document describes a number of variants of image creation process and it deployment as over LAN as well as using bootable CDs/DVDs with backup images, under Linux, Windows and PXE environment. To help you to choose a suitable variant of OS deployment we prepared graphical scheme which reflect all available variants and combinations. II. Deploy through the network, the HDD/partition images is located in the LAN Introduction It’s well known that installing OS and all necessary software on bare metal system is routine and very long process, if you don’t use any special solution, which allows pre-load OS in unattended mode. This chapter describes how to prepare disk imaged for pre-loading OS and software on bare-metal systems over network II.1. Variants of image creation process II.1.1. Disk imaging over the network in manual mode (Linux environment) In order to perform disk imaging over the network in manual mode (Linux environment), the user should perform following steps: 1. Install an OS on a “Master PC” (which will be backed up for deployment); 2. Burn Recovery CD for Paragon Hard Disk Manager 7.0 Deployment (you can download it from updates page for Deployment Manager 7.0 Standard or Professional Edition); 3. Boot “Master PC” with the Recovery CD; 4. Configure network connection; 5. Perform backup of a system partition or an entire hard disk onto mounted network share; 6. Boot “Client PCs” with Recovery CD, mount network share with an image of a system partition/entire hard disk and perform restore. II.1.1.1. Configuring network connections in the Linux environment 1. Turn your “Master PC” on and place the Paragon Hard Disk Manager Linux Boot CD into the tray of your CD/DVD drive. 2. Change the BIOS settings to boot from the CD/DVD drive first. 3. Wait for the CD Boot Menu to load. 4. In the main menu select either “Start recovery process (Linux)” item. These options provide the network support. Linux loading process continues. 5. Wait while the system will be started, select the “Configure network connections” item and press “Enter” 6. The “Network Configuration Wizard” appears. Click “Next” to continue setup. 7. On the “Load config file” page you can select file with network configuration settings if it was saved before. If you haven’t got your own configuration file click “Next” to start auto detecting NIC-adapters. 8. Wait while the system will auto detect your network adapters On this page you can enter hostname for the computer and enable/disable network adapter (using “Disable”/”Enable” button). Also if your NIC-card is not detected please click “Add a device” to select appropriate one from the list of available drivers 9. If your network adapter was detected correctly, click “Configure selected” button to configure selected network interface There are two ways to adjust the options: • if your network has a static addressing mode, then fill in the “IP address”, “Network mask”, “Default gateway”, “DNS servers” and “Wins server” boxes (contact your System Administrator to get correct values); • if your network supports dynamic host configuration protocol (DHCP), just check the “Obtain an IP address automatically» option (in this case Linux gives a request to DHCP server to get automatic network settings). 10. If all parameters are correct please click “Restart network” button to apply changes and map network drive or click “Configure another one” to configure another one network interface. 11. The “Configure network connections” wizard appears. 12. Click “Add” to map network share 13. In “Configure network connections” dialog click “Browse” at the opposite of the “Network path” option. Linux starts searching all the shares accessible over your LAN. You may skip this and the following steps if your administrator provides you with the exact name of the shared resource. You can type this name in the “Network path” box manually. 14. When the search is completed another dialog “Select a share point” appears where you can select any available to work with. If the target computer requires login/password to connect to its resources, please fill in “User name” and “Password” boxes. 15. You should point Linux where to mount the shared resource specified above (if you do not like automatically generated name). Click “Browse” at the opposite of the “Mount point” option and select where to mount the network resource. For example, /mnt/<share_name>, where <share_name> is the name of the resource you intend to mount. Also, you can directly type the name of the mount point. Click “OK” to mount network resource. You can add more connections if you like. 16. Click “Next” and “Finish” II.1.1.2 Disk imaging of a “Master PC” onto mounted network share In order to backup “Master PC” onto a mounted network share for future deployment, you should perform following tasks: • Burn Recovery CD for Hard Disk Manager 7.0 Deployment • Boot “Master PC” with the Recovery CD • Configure network connections and mount network share (see Chapter I.1.1.1.) • Backup “Master PC” onto a mounted network share Step-by-step workflow to perform backup over network using Recovery CD: 1. Now you can save backup images onto mounted network share. Select “Backup/Restore partitions” item to start backup/restore process. 2. Wait for Hard Disk Manager to load 3. In order to start backup operation the user should take the following steps: a. Select a partition you want to backup on the Disk Map or on the List of Partitions. b. Call the "Create an image of partition" dialog to define appropriate settings. There are several ways to do it: • Select in the main menu: “Partition” > “Create