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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
- hardware diagnostics
- 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
- install slipstreamed o.s.
- configure RDP & telnet; test remote admin
- install devices drivers
- minimal trimming
- product activation (for OEM & retail versions, not req. for
corporate licenses)
- test fresh boot
- interim ghost
- create/unhide AUXI
- transfer i386 + SP2-CAB (for XP/W2K only)
- apply patches
- install host-based firewall + custom rules
- install
SAV/SEP & update (if unmanaged, otherwise perform
during phase 2)
- install custom office + patches (if unmanaged, otherwise
phase 2 deployment)
- customize Office 2007 default file format (if applicable)
- product activation (for all 2007 editions, and 2003 OEM &
retail versions)
- install fox-it, jpeg2000 + js upg
- major trimming
- fallback ghost
- Bravo custom tools
- Bravo lib
- install ImgBurn, test burns
- optional (klite, AIM-LT)
- phase 1 inventory & documentation (belarc, cpuz, etc.)
- final clean-up
- as-released ghost
BIRD AUTOGHO- burn-in
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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
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Transfer Data from Existing System:
- It's best to have both systems simultaneously
accessible
- less coordination & intrusion
- less risky and more options
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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
Domain
- 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 WSUS
- 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)
Release
- 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.)
SEE ALSO:
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