Two Ways to Setup and Configure Deploy Studio

Setup and Configure Deploy Studio.

This document describes briefly how to install, setup and use Deploy Studio:

During the past 5 weeks, we have had two separate opportunities to test and evaluate Apple Mac image deployment methods.  (I will describe these in full in a separate blog post). During each of these opportunities we set a Mac Server and Deploy Studio and I was suitably impressed by the ease with which each of  these test environments were established.

It may be of interest to note that each of these deployment methods differed slightly and I am unsure yet, which of them I prefer.

During the first instance we created a “perfect image” by first installing OSX and Windows 7 side by side and then captured an image of both OS’s and rolled that complete Image to the other computers.

The second way is to capture OSX and then Layer Applications upon OSX, to do this we created a Package of each application.

A Summary of Method I

(This appears to be Apple’s preferred method of deployment).

1) Obtain and install DeployStudio.

2) Configure the services that are required for deployment. These are usually at least Netboot, AFP, NFS (NFS is automatically configured when you setup Netboot) and may also include DNS and DHCP if you did not have these on your network already.

3) Use the DeployStudio Launch Assistant (System Preferences -> DeployStudio -> Launch Assistant) to do initial configuration. The two primary steps here are:

3.1) Configuring the basic DeployStudio server. Everything is fairly self explanatory however you do need to at least create a user for accessing the shared files used in deployment and secondly you need to create an AFP fileshare (the user created should have full access to the share) that DeployStudio will use to store all the necessary files for deployment.

3.2) Create netboot image using the Launch Assistant. This Netboot image should be placed in /Library/NetBoot/NetBootSP0. Assuming the Netboot service is already running DeployStudio will place it there by default.

4) Start the DeployStudio administrator application and login with the user you created previously. Here is the tool you use to create workflows for deployment.

5) At the very least you need to have say, an image to deploy and potentially some packages and/or scripts also. Each of these items gets placed in the appropriate directory structure in the AFP share you created earlier (if you browse the current one you can find where they all go). DeployStudio automatically finds things once you have put them in the appropriate directories. In the case of scripts you can also write them in the admin app.

6) Create a basic workflow by giving it a name and then dragging tasks into the workflow from the popup pane. There are numerous tasks to choose from and I definitely recommend experimenting but a basic flow might be:

  • Partition Disk
  • Restore Image
  • Install iWork
  • Set the Timezone
  • Run Software Updates

If you have a look at the existing workflow you’ll get a better feel. Also I recommend downloading the latest version of DeployStudio which will cleanly upgrade your existing copy while retaining all of your current configuration. You may wish to create a new Netboot image after upgrading and delete the current one.

While it can be used to create some very complex workflows it is quite easy to get a handle on once you’ve played around a little. Let me know if you have any more questions. Also we will definitely be looking at this in more detail as the workshops unfold.

Other Links of Interest

http://baisnet.wikispaces.com/DeployStudioSetup

A Summary of Method II

Mac OS X Server Installation and Configuration

Network Configuration
Ensure that the IP and DNS configuration for the server is correct before installation.
The DNS records for the server need to be entered in both the forward and reverse zones
of the DNS server.
e.g.
Server IP 10.0.0.20
DNS macserver.example.com! 10.0.0.20

Mac OS X Server Install

1. Insert the Mac OS X Server Install DVD
2. Select Drive to install on / partition using disk utility if necessary
3. Select country
4. Select keyboard layout
5. Enter serial number
6. Choose set up a new server
7. (Optional) Enter registration information
8. Select timezone
9. Enter an administrator name and password
10. Configure an IP address for the server and set network information
11. Configure DNS name for server, ensure that it matches the configuration on the DNS
server
12. Choose Configure Manually
13. Click continue, do not connect to a directory at this time
14. Click continue, do not set up open directory
15. Click Set Up

Directory Configuration
1. Open System Preferences
2. Open Accounts
3. Open Login Options
4. Click Join
5. Click Open Directory Utility
6. Click the lock and authenticate
7. Check the box next to active directory
8. Highlight active directory and click the pencil icon in the lower left
9. Enter in the active directory domain and click bind
10. Enter a domain administrators credentials

Install DeployStudio

See http://www.deploystudio.com/Doc/Entries/2009/10/10_Quick_Install_Guide.html for more information

1. Download latest package
2. Run installer
3. Enable NetBoot in Server Admin
4. Create a repository folder on one of the internal drives e.g. /DSRepository
5. Enable AFP and NFS sharing in Server Admin
6. Share the DSRepository folder using AFP or NFS
7. Run DeployStudio Assistant

  • Choose set up a DeployStudio server
  • Enter the server address, username and password
  • Choose to set up a network sharepoint
  • Enter the URL for the network share of the repository e.g. afp://server/
    DSRepository
  • Enter username and password if necessary
  • Go back to the main menu
  • Choose create a DeployStudio netboot set
  • (Optional) change name of netboot set
  • Choose connect to a specific server and enter the server url
  • Choose a location for the netboot set. e.g. /Library/NetBoot/NetBootSP0
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About Roland

Family, God, People, Architecture, Pursuit of Truth, Wisdom, Education, Community, Truth, Patience and Prosperity.
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