From the desk of: Sam C. Chan

Checklist: 2-Phase Installation

First Published: October 21, 2007
Last Updated: July 7, 2012

This is a formalization of previous notes, illustrating the process of system deployment. Applicable to both new and repaired stations, as well as fresh deployment (new staff) or upgrade (existing staff). The steps during phase 2 are of particular interest to clients. It shows you what to expect and where/when your involvement might be required.

Phase 1 install
in-shop at Bravo

  1. hardware diagnostics
  2. prep HD: MBR
    • hide all existing partitions (to not interfere w/ drive letter scheme)
    • refresh MBR to NTFS 6.x via bootice
    • UPDATE 5/1/2012: GPT required for UEFI Secure Boot, and >2TB
  3. install slipstreamed o.s.
  4. configure RDP & telnet; test remote admin
  5. install devices drivers
  6. minimal trimming
  7. product activation (for OEM & retail versions, not req. for corporate licenses)
  8. test fresh boot
  9. interim ghost
  10. create/unhide AUXI
  11. transfer i386 + SP2-CAB (for XP/W2K only)
  12. apply patches
  13. install host-based firewall + custom rules
  14. install SAV/SEP & update (if unmanaged, otherwise perform during phase 2)
  15. install custom office + patches (if unmanaged, otherwise phase 2 deployment)
    • customize Office 2007 default file format (if applicable)
  16. product activation (for all 2007 editions, and 2003 OEM & retail versions)
  17. install fox-it, jpeg2000 + js upg
  18. major trimming
  19. fallback ghost
  20. Bravo custom tools
  21. Bravo lib
  22. install ImgBurn, test burns
  23. optional (klite, AIM-LT)
  24. phase 1 inventory & documentation (belarc, cpuz, etc.)
  25. final clean-up
  26. as-released ghost
  28. burn-in

Checklist for End User

After Pick-up/Delivery of System:
  • physical connections (see Checklist)
  • login as to user account "test"
  • confirm Internet connection is live by visiting a web site
  • before proceeding to use the station, notify me to take over Phase 2
Transfer Data from Existing System:
  • It's best to have both systems simultaneously accessible
  • less coordination & intrusion
  • less risky and more options

Phase 2 install
after physical hook-up to your network:

establish remote admin

  • staff connect 2x cables at hub
  • setup gateway NAT fwd as needed
  • RDP to newly connected workstation
  • set network location type to: "work"
  • adjust TCP/IP settings as needed
  • restart
  • confirm static IP


  • SBS add CAL to server as needed (if applicable)
  • SBS Pre-domain-join prep (if applicable)
  • SBS join domain (if applicable)
  • SBS reboot, test domain & admin, etc. Test user.
  • create/configure domain user acct
    • with Exchange Server and mailbox setup (if applicable)
  • SBS SAV/SEP server-based deployment to workstation (for managed sites)

Standard user setup

  • setup server data & other shares
    • Company Portal
    • Desktop portal to other specific workstations (permissions required)
  • configure My Documents per firm policy (point to Server?)
  • customize Windows profile, offline folder, Aero
  • adjust RDP users localgroup
  • UPDATE 3/17/2012:  confirm madatory RDP NLA requirement
  • uVNC setup
  • Virtualization
    • Microsoft VirtualPC setup
    • Oracle VirtualBox setup

Custom user/site-specific setup

  • install network printers
  • install local printers
  • install site-specific network-based apps (administrative install/deployment)
  • map network drives (not recommended, should use UNC)

Customize MS Office

  • customize Office 2007/2010/2013 default file format (per firm policy, if any)
  • Exchange Server account
    • customize Outlook/Exchange settings for user
  • POP email account setup (if applicable)
    • trim off POP client migration duplicated messages (if requested)
  • test user account

Commence Migration

  • user stop using old station
  • start data transfer
    • PSTs (OST not required, as that's sync-ed thru EXG)
    • Contacts & other address books
    • Local data ("documents")
    • IE Favorites
    • Desktop items
    • custom databases/filetypes/locations (by special request)


  • Official CUT-OVER
    • refrain from using old station, or else data is scattered
    • physically swap boxes
  • end-user test & feedback
  • adjustments and additional setup per user request
  • final ghost, and replicate to ghost image repository (cross-containing)
  • schedule follow-up and review
  • mandatory freeze period--upon expiry, declare old box decommissioned

Site-specific housekeeping

  • customize network-wide patch management system
  • adjust backup schemes and jobs
  • phase 2 inventory & documentation (belarc, cpuz, etc.)



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