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Checklist:
2-Phase Installation
| First Published: |
October 21, 2007 |
| Last Updated: |
July 25, 2009 |
This is a formalization
of previous notes, illustrating the process of system deployment. 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)
- 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
- 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:
- adjust KPF for custom subnet
- comprehensive outbound Internet test from workstation
- program gateway router, perimeter firewall filters, NAT redirects
- adjust TCP/IP settings as needed
- 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.
- install custom office + patches (if unmanaged, otherwise
phase 2 deployment)
- customize Office 2007 default file format (if applicable)
- SBS Exchange Server and mailbox setup (if applicable)
- POP email account setup (if applicable)
- SBS SAV/SEP server-based deployment to workstation (for managed
sites)
- setup server data & other shares (including "portals" to
workstations)
- configure My Documents
- customize Windows profile, offline folder, Aero
- install network printers
- install local printers
- install site-specific network-based apps (administrative
install/deployment)
- adjust RDP users
- test user account
- customize Outlook/Exchange settings for user
- map network drives
- customize network-wide patch management system
- setup/adjust backup schemes and jobs
- phase 2 inventory & documentation (belarc, cpuz, etc.)
- 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
SEE ALSO:
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