CIU Migration Core Non Engineering Step by Step Procedure
The document provides step-by-step instructions for migrating computers from the CCC domain to the CAM domain as part of a Core Infrastructure Upgrade project. It includes pre-migration checks, migration steps, and post-migration checks to validate things like user login, network drives, applications and more. Administrators are instructed to add computers and users to the correct Active Directory groups before running migration scripts to complete the process. Troubleshooting documents are also referenced.
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CIU Migration Core Non Engineering Step by Step Procedure
The document provides step-by-step instructions for migrating computers from the CCC domain to the CAM domain as part of a Core Infrastructure Upgrade project. It includes pre-migration checks, migration steps, and post-migration checks to validate things like user login, network drives, applications and more. Administrators are instructed to add computers and users to the correct Active Directory groups before running migration scripts to complete the process. Troubleshooting documents are also referenced.
Download as DOCX, PDF, TXT or read online on Scribd
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END USER EXPERIENCE
Core Infrastructure Upgrade (CIU) Migration
- Core, Non-Engineering Step by Step Procedure Step by Step Procedure
End User Experience Team 2/21/2014 Version 1.0
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 1 | P a g e
Purpose The purpose of this document is to guide the individual performing the CIU migration process to follow detailed steps to migrate a Cameron owned computer from the CCC to the CAM domain. Please note that these instructions are to be used for migrating CIU-ready computers only.
Scope This procedure is to be used by individuals who are responsible for migrating computers as part of the CIU project. These individuals can be Site Coordinators, Site Leads, Remote Site Support Administrators or members of the CIU migration team, etc. in all the different Cameron global regions.
Current computers in scope includes Laptops (Includes workstations and multi-user configurations) Desktops (Includes workstations and multi-user configurations)
Important: Please note that the actual CIU migration process at the time of this writing may deviate from the steps listed below. If you encounter an issue as you perform the steps, please consult the Troubleshooting documents folder to either perform a fix or a workaround to address the problem. If the issue is not currently documented, please (1) submit an incident ticket classified as a CIU issue and assign it to the Technical Support CIU Support team so it can be addressed properly and (2) e-mail the owner of this document so the issue can be documented once a fix or workaround has been identified.
Trigger Events This procedure is triggered when a Cameron owned computer needs to be migrated from the CCC to the CAM domain as part of the CIU project.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 2 | P a g e
CIU Migration Checklist - Printout
MIGRATION INFORMATION Computer Name User Name Cube / Room Technician Migration Date Comments / Notes
USER PREPARATION CHECKLIST COMMENTS / NOTES Run VB scripts and verify SCCM client for CAM.CORP is installed 1 week prior to migration Extract user data from SCCM 1 week prior to migration Compile and analyze user data 1 week prior to migration Generate user list to migrate 1 week prior to migration Generate schedule for user migration 1 week prior to migration Contact end users 1 week prior to migration Add PC to migrating site AD group CIU Migration-Groups- Computers-SG-MIGRATE-XXX-CCC-Computers Day of migration, before RunBook Add user to AD group CAMERON-Groups-Security-Location Groups-Site-SG-LOC-SITE-XXX-Users Day of migration, before RunBook Verify PC is connected to direct power and turned ON Day of migration Verify PC is connected to the fastest LAN connection available Day of migration Last check that computer is in the SCCM collection group Day of migration Push RunBook 3 hours prior to migration
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 3 | P a g e
PRE-MIGRATION CHECKLIST COMMENTS / NOTES Reset user passwords, CCC & CAM to Welcome1 Disable hibernate/sleep mode Verify PC is connected to gigabit network phone wall jack Disable wireless (Wi-Fi) adapter Uncheck "Allow the computer to turn off this device to save power" in the Power Management tab
Remove C:\StateStore if the directory exists on the computer Search and move all PSTs to C:\PST\ Disconnect PSTs in Outlook Move all user data to My Documents folder Verify keyboard and mouse are present Remove ALL external devices (Ex. External USB drive) Close ALL running programs, including Lync and Outlook Note taken for user network drives Note taken for user printers Re-Run VB scripts on \\camclysm02\drivesandprinters$\Scripts Run batch file script (*.bat) on \\camclysm02\drivesandprinters$\Scripts\Profile
Run Software Center CCC package POST-MIGRATION CHECKLIST COMMENTS / NOTES LOGON CHECKS Logon Successfully to CAM.CORP domain Prompted to Reset Password (Cancel out for now) NETWORK DRIVE CHECKS Verify mapping of all drives Home drive (H:) present Access/Open files on the home drive
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 4 | P a g e
Creation of new file on home drive successful
OUTLOOK/EXCHANGE CHECKS COMMENTS / NOTES Open Outlook and send an email Confirm access to any shared mailboxes Confirm send as, send on behalf of, etc. Confirm ALL PST files are in C:\PST\ Reconnect PST files in Outlook Clear Outlook Auto-Complete List. Go to File-Options-Mail, scroll down and click Empty Auto-Complete List button This will clear Outlook cached addresses Download Outlook Address Book. Go to File-Account Settings- Download Address Book-Uncheck tickbox then click OK
LYNC CHECKS Logon to Lync Successful Start a chat and send a message Confirm that the contact list populates Test video chat SHAREPOINT CHECKS Internet Explorer homepage is set correctly to intranet.c-a-m.com Open a file from SharePoint Team Site Open a file from SharePoint My Site Verify all My Information links are present on Cameron home page Verify all Favorites have been restored Verify all default Cameron Favorites are present FEP/SCEP ANTI-VIRUS AND SHARED DRIVE CHECKS Open FEP and ensure virus definitions are less than 2 days old Open existing file on shared drive Creation of new file on shared drive APPLICATION CHECKS Users applications all present
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 5 | P a g e
Applications open successfully
APPLICATION CHECKS - CONTINUED COMMENTS / NOTES Verify for each application used, Example: ServiceNow, Jive, Citrix, ESS, SAP, Apptricity, Travel, CareerFlow, SkillSoft, etc. Note: For externally hosted applications, it may take 24 hours before new ID is synchronized
PRINTING CHECKS Verify network printers are connected Add local printer Print test page FOLDER REDIRECTION CHECKS Confirm local Documents is hosted on a server WI-FI AND VPN CONNECTION CHECKS Connection to Camerons internal wireless network (Wi-Fi) Add prefix cam\ to VPN login ID WINDOWS FIREWALL CHECKS Ensure firewall automatically started TIMEZONE CHECKS Verify Time Zone setting and adjust as needed PHONE CONNECTION CHECKS Gigabit switch plugged back in phone MOBILE DEVICE CHECKS Update e-mail settings on mobile device Ensure mobile device can connect to the Wi-Fi network USER HANDOFF CHECKLIST COMMENTS / NOTES Check mobile devices, wireless connectivity and email are functional Complete End-User Check sheet Turn over PC to end user
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 6 | P a g e
Visit with end user to resolve any issues ** END OF CHECKLIST **
Work Instruction PART I: USER PREPARATION and MIGRATION 1. Open Active Directory (AD) with your Administrator user account. Make sure the user is in the correct AD group. Cameron >Groups>Security>Location Groups>Site. Select the site the user belongs to.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 7 | P a g e
2. Add the old computer name to the correct AD group. CIU Migration>Groups>Computers. Double click on the location the user belongs to.
3. This will open another screen. On this screen, select the Members tab and select Add.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 8 | P a g e
Click on the Object Types button.
4. Check the box for Computers then click the OK button.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 9 | P a g e
5. Select the Locations button. Select ccc.coopcam.com then click on the OK button.
6. Type the computer name into the field below, select Check Names then click on the OK button.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 10 | P a g e
7. Click on the OK button and close AD.
8. Open the Orchestration Console with your Administrator account in Internet Explorer by clicking on this link - http://htnpscor01vm.cam.corp:82/#/RunbooksPage$FolderId=00000000-0000-0000-0000- 000000000000&RunbookInstanceId=&TabId=1&Filter=
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 11 | P a g e
9. Select the Runbooks tab then click on Start Runbook on the right hand side. Where it says Value type in the computer name. Select an available Runbook from the lower box then select the arrow in the center to move the Runbook to the right hand side. Finally, click on Start.
10. Allow some time for the machine to receive the 2012 SCCM Client and the advertised package. 11. Reset the user password on both CCC and CAM domains to Welcome1. 12. Log into the users machine, open the thumb drive provided to you with the script files.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 12 | P a g e
Launch the MappedDriversAndPrintersV2.vbs and the GetNetworkUsers.bat script files by double clicking on the 2 files.
13. Open the NetworkUsers.txt file and verify the user ID of the machine you are migrating.
14. Find all user PST files and move them to the C:\PST\ folder. To do this in Windows Explorer you need to select on the left hand side the root of C: (OSDisk (C:)) then put *.pst in the top right hand side of the search box and hit Enter on the keyboard.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 13 | P a g e
15. Once it has finished searching, you will need to create a new folder on the root of C:\ called C: \PST\ then move all the PST files to this new folder.
16. Open Control Panel then double click on Power Options.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 14 | P a g e
17. Select Change plan settings.
18. Change all the field settings to Never and select Save changes.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 15 | P a g e
19. Select the back button to go back to the Control Panel and double click on Network and Sharing Center.
20. On the left hand side, select Change adapter settings, right click on Wireless Network Connection and then select Disable.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 16 | P a g e
21. Double click on Local Area Connection and click on the Properties button.
22. Click on the Configure button.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 17 | P a g e
23. Select the Power Management tab. Uncheck the Allow the computer to turn off this device to save power and click on the OK button. You can now close all windows.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 18 | P a g e
24. Click on the arrow at the bottom right of the task bar to show hidden icons. Right click on the icon for Lync and other applications to close them out.
25. Click on Start and launch Software Center 2012.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 19 | P a g e
26. You should now see the Windows 7 SP1 x64 ccc Domain Migration Package available. Check the box on the left hand side and click on the INSTALL SELECTED button.
27. Finally, click on INSTALL OPERATING SYSTEM.
*Note: The migration process will initiate and you can move on to the next workstation.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 20 | P a g e
28. This concludes the first part of the CIU migration procedure. The computer will reboot and install the software. Note: The installation will typically take from1 to 5 hours to complete and the length of time will vary from machine to machine. This is usually dependent on the amount of data and type of workstation.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 21 | P a g e
MONITORING SITE MIGRATIONS NOTE: You can monitor the site migrations by using the following website: http://htnpmdt01vm.cam.corp/CDMonitoring/Deployment
The CDMonitoring website contains a live up to date status of all desktop deployments. Clicking the show details button will display more information about the current deployment. Green indicates a 100% successful deployment and red indicates a failed deployment. After selecting the show details button, a popup window will be displayed showing the live status of the selected deployment. You can use the Details, Events, Variables and Task Sequence tab for more information. The report can be customized by adding additional columns from the column header menu
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 22 | P a g e
Selecting the Task Sequence tab will show the exact step that is being executed.
Hovering over a step will also display the event messages for that step
The details tab contains the information required to connect remotely using Microsoft DaRT
Notes: Items to keep in mind It is important to know that the workstation migration is directly coupled with the employee account migration. From the time the migration starts it can take up a minimum of 30 minutes and maximum of 90 minutes for the employees account to migrate. FIM executes every hour on the hour and takes approximately 30 minutes to complete.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 23 | P a g e
PART II: POST MIGRATION 1. Once the windows installation has completed on the computer, logon to the machine with the password Welcome1. 2. You will notice that Internet Explorer opens to a Forefront Identity Manager window. You can close this window.
3. Open Microsoft Outlook and remap all the PST files you moved to c:\PST\. Click on the Close button once you have added all the PST files. Verify all shared calendars and shared mailboxes.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 24 | P a g e
4. In Microsoft Outlook, click on File in the upper left hand corner then select Options. Select Mail on the left hand side scroll down and select Empty Auto-Complete List. Click on the OK button.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 25 | P a g e
5. Send an email from the users Outlook account to the user to verify they are able to receive email. 6. Verify that the printer and drive mappings are present using the MappedPrintersandDrivesV2.vbs output file located in the users Documents folder.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 26 | P a g e
7. While you have Windows Explorer open, right click on Documents and verify the folder redirection.
8. Next verify the user home page it set to Cameron Intranet homepage.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 27 | P a g e
9. On the home page, verify the user has the My Information section located on the lower right hand side of the webpage.
10. Click on the arrow at the bottom right on the taskbar to show hidden icons. Right click on EndPoint Encryption and verify the spyware definitions are up to date.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 28 | P a g e
11. Open Control Panel and double click Windows Firewall to verify the firewall is on.
12. Click on the time in the lower right hand corner of the task bar.
END USER EXPERIENCE __________________________________________________________ Document Name: CIU Migration Step by Step Procedure.docx Owner: Nino Lansang Issue Date: January 21, 2014 Content Author: Mark Hammonds, Nino Lansang 29 | P a g e
13. Select Change Time Zone select the correct time zone for your region and click on the OK button. Close the Date and Time window.
14. Unplug the direct LAN cable and plug it back into the phone. *Next step is for LAPTOPS ONLY 15. Make sure the wireless adapter connects to the wireless network and then open Cisco AnyConnect VPN Client. For the user name, enter CAM/UserID account details and the users password then click on the Connect button.
16. Once the VPN client connects successfully to the Cameron network, plug the LAN connection back into the PC and reboot. You can now hand off the PC back to the end user. **End of Procedure**
References and Supporting Materials Troubleshooting documents can be found here - TROUBLESHOOTING.