IT Project Planning Guide For Intel (R) AMT
IT Project Planning Guide For Intel (R) AMT
Version 1.0
April 2012
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Intel® vPro™ Technology
Intel® vPro™ Technology is sophisticated and requires setup and activation. Availability of features and
results will depend upon the setup and configuration of your hardware, software and IT environment. To
learn more visit: http://www.intel.com/technology/vpro.
Intel® Active Management Technology (Intel® AMT)
Requires activation and a system with a corporate network connection, an Intel® AMT-enabled chipset,
network hardware and software. For notebooks, Intel AMT may be unavailable or limited over a host OS-
based VPN, when connecting wirelessly, on battery power, sleeping, hibernating or powered off. Results
dependent upon hardware, setup and configuration. For more information, visit
http://www.intel.com/technology/platform-technology/intel-amt.
KVM
KVM Remote Control (Keyboard, Video, Mouse) is only available with Inte® Core™ i5 vPro and Core™ i7
vPro processors with Intel® Active Management technology activated and configured and with integrated
graphics active. Discrete graphics are not supported.
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Contents
1 Introduction ..................................................................................1
1.1 Why Create an IT Plan? .................................................................................... 1
1.2 Resources ....................................................................................................... 1
iii
3.4.1 Troubleshoot and Resolve Post Deployment Issues ............................. 24
3.4.2 Plan for Maintenance Tasks .............................................................. 24
6 Resources ....................................................................................30
7 Glossary of Terms........................................................................31
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1 Introduction
This planning guide will help IT project managers create a project schedule for the
deployment of Intel® Active Management Technology (Intel® AMT). Intel AMT is a
technology included in every Intel® vPro™ Technology Brand certified PC. Intel AMT
is used by IT departments to remotely manage and repair PCs.
A successful IT deployment of Intel AMT in an enterprise-scale organization will require
some thoughtful planning. This guide will help IT project managers organize a project
plan. Small and medium businesses can also modify the template to fit their needs.
This guide will help you identify what needs to be done (the tasks) and provides some
recommendations based on the experiences of Intel field engineers. It will not tell you
how to do the tasks or how long each task will take—that depends on your unique
situation.
Each task is described in enough detail for you to assign the task to a project team
member. The Project Team Resources are listed in several generic job titles. You can
adapt the template to fit your available resources.
Not all tasks are listed in the proposed template. We omitted the tasks that are
common to almost every IT plan such as “Assemble the project team”, “Review plan
with stakeholders”, “Integrate with IT Help Desk”, and “Readiness checkpoint
milestone”. You will need to add the tasks that your IT organization requires.
The following table shows the outline of the IT project plan. The sections following the
table describe each task.
1.2 Resources
In general, most Intel AMT deployment projects will need three types of resources:
• IT Project Manager
• IT Architect or Planner
• IT Technician
The number of each resource depends on the scope of your project.
Some organizations might also need some specialists:
• Microsoft Active Directory Specialist
• User Account Specialist
• Network Security and Certificates Specialist
• Network infrastructure (DNS, DHCP, 802.1X, Wireless 802.11) Specialist
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• Help Desk Software Specialist
• Process Documentation Writer
2
2 IT Project Plan Outline
This section shows the general task outline for deploying Intel AMT in an enterprise
environment. The plan starts with an analysis of the capabilities of Intel AMT and then
progresses to the point where all the PCs are configured for the Intel AMT features
targeted by the plan. Intel AMT is flexible—you can enable a basic set of features
during the initial deployment and later go back and turn on additional features.
3
WBS Task Name Notes
Update Intel® ME Driver Package (MEI, LNS,
3.2.3 Recommended
SOL drivers)
3.3 Run a Pilot Deployment Recommended
3.3.1 Configure the Management Software Recommended
Install Intel® SCS in Production
3.3.1.1 Recommended
Environment
Verify correct versions of Windows and
3.3.1.1.1 Recommended
.NET Framework
3.3.1.1.2 Install SCS components Recommended
Install and configure third party
3.3.1.2 Recommended
management software
Install updates or OOB
3.3.1.2.1 extensions to existing Important
management software
Install RealVNC viewer for
3.3.1.2.2 Optional
KVM Remote Control
Install Intel® vPro Enabled
3.3.1.2.3 Optional
Gateway for Fast Call for Help
Purchase and install
3.3.1.3 Certificates for Setup and Optional
Configuration with TLS
Setup and Configure the Intel® AMT
3.3.2 Recommended
clients for the pilot
Select Intel® AMT setup and
3.3.2.1 Recommended
configuration method
3.3.2.2 Create Intel® AMT Profile Settings Recommended
3.3.2.3 Setup and configure systems Recommended
Incremental Deployment of Intel® AMT to the
3.4 Important
entire enterprise
Select final Intel® AMT setup and configuration
3.4.1 Important
method
3.4.2 Modify or Create Intel® AMT Profile Settings Important
Setup and Configure the remaining Intel® AMT
3.4.3 Important
clients
Incremental Deployment of Intel® AMT Use
3.5 Recommended
Cases to IT Help Desk
3.5.1 Add first Intel® AMT Use Case to IT Help Desk Recommended
Repeat: Add next Intel® AMT Use Case to IT
3.5.2 Recommended
Help Desk
POST DEPLOYMENT OR STABALIZATION
4
PHASE
4.1 Troubleshoot and resolve post deployment issues Recommended
4.2 Plan for Maintenance Tasks Recommended
4
3 Task Descriptions
5
3.1.3 Evaluate Intel® AMT-compatible Management Software
WBS 1.3
Notes: Recommended
Task Description: Evaluate Intel® AMT-compatible Management Software
Resource Name: IT Architect
For More Information: See: Intel® Core™ vPro™ Processor Family Software
Catalog (link)
Recommendations: Select the use case first, then the management software
solution. Examine the use cases supported by your
existing management software first.
Notes:
1. Multiple management software solutions may be used together.
2. Only management software is shown in the catalog. Intel Setup and Configuration
Service and other Intel tools are not listed. The Intel tools are most often used in
a lab environment to demonstrate the capabilities of Intel AMT or to debug a lab
setup. The Intel SCS software is used to initially setup and configure the Intel AMT
clients and then to perform updates and maintenance.
3. Tools such as Microsoft* PowerShell scripts and Real VNC* Viewer Plus may be
used with various management consoles to implement various use cases.
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3.1.3.2 Review Specific Third-Party Software Packages
WBS 1.3.2
Notes: Optional
Task Description: Choose one or more specific third-party software
packages to evaluate. The packages should support the
Intel AMT use cases that you are interested in. Review
the packages in depth.
Resource Name: IT Architect
For More Information: Refer to the third-party software documentation.
Recommendations: Consider combinations of more than one package (for
example, Intel SCS with McAfee ePO).
Notes:
1. You may already be using a management software package that supports Intel
AMT. Some software packages require optional modules to support OOB
management.
2. If you are also going to use Intel SCS, include “Integration with Intel SCS” as
one of your evaluation criteria.
3. Some third party management solutions have integrated setup and
configuration solutions (HP and Symantec), or have integrated Intel SCS
(Microsoft ConfigMgr, LANDesk, McAfee). You do not need to download Intel
SCS separately for these products.
4. Automated integration tools may be available from Intel vPro Expert Center to
help with Intel SCS with Microsoft ConfigMgr 2007.
7
3.1.4.1 Download and Evaluate Intel® Setup and Configuration Service
WBS 1.4.1
Notes: Recommended
Task Description: Download and Evaluate Intel® Setup and Configuration
Service
Resource Name: IT Architect
For More Information: Intel SCS Help and Documentation
Recommendations: Intel recommends using Intel SCS for setup and
configuration of Intel AMT systems.
Download Intel SCS here: link.
Notes:
1. Intel Setup and Configuration Service is now a supported Intel software
product. See the Intel SCS support page for information on your support
options (link).
2. Intel SCS is only used to setup and configure Intel AMT systems—it is not a
management console. You must use management software (e.g. a
management console or Microsoft* PowerShell module) to take full advantage
of the Intel AMT features in a large enterprise IT environment.
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3.1.4.3 Download and Evaluate Intel® vPro™ Technology Module for Microsoft*
Windows* PowerShell*
WBS 1.4.3
Notes: Optional
Task Description: Download and Evaluate Intel® vPro™ Technology Module
for Microsoft* Windows* PowerShell*
Resource Name: IT Architect, IT Technician
For More Information: Microsoft* PowerShell* documentation; Intel® vPro™
Technology Module for Microsoft* Windows* PowerShell*
documentation
Recommendations:
Download the Intel® vPro™ Technology Module for Microsoft* Windows*
PowerShell*here: link.
Notes:
(None)
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3.2 Design or Planning Phase
After you have evaluated Intel AMT and the available tools to remotely manage PCs,
you are now ready to start planning the deployment.
10
3.2.3 Select Intel® AMT Use Cases
WBS 2.3
Notes: Recommended
Task Description: Select the Intel® AMT Use Cases that have the highest
ROI for your IT department
Resource Name: Project Management, IT Help Desk Specialist
For More Information: intel.com/vpro
Recommendations: Chose a limited number of use cases for your initial
deployment, then incrementally add new use cases in
future deployments. Involve your IT Operations and Help
Desk teams at the beginning of the use case selection
process.
Notes:
1. Simple, reliable use cases provide the best results in terms of ROI and technology
adoption.
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Notes:
1. Some changes (e.g. Microsoft* Active Directory OU changes) should be tested in a
lab environment before going into your production environment.
2. In a lab environment you can easily pull the CMOS battery to reset the Intel ME to
the factory state and clear the provisioning settings.
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3.3.1.1 Set DHCP Option 15
WBS 3.1.1
Notes: Important
Task Description: Set DHCP Option 15
Resource Name: Project Management; IT Help Desk Architect
For More Information: Refer to the Windows* Server documentation for setting
DHCP options
Recommendations:
Notes:
1. This DHCP option is required for the remote management of the clients.
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3.3.1.3 Create User Accounts and Groups
WBS 3.1.3
Notes: Important
Task Description: Create User Accounts and Groups
Resource Name: IT Technician
For More Information:
Recommendations:
Notes:
1. Intel AMT supports both Digest and Kerberos users.
2. The setup and configuration profile is used to define the access permissions (called
Realms) and credentials (digest user accounts).
3. The Auditor user account should be defined if you are using the Audit Log feature.
4. The management software components might also need updated accounts (for
Intel vPro Technology enabled gateway for Fast Call for Help, Intel SCS database,
making changes to Active Directory or requesting access to the Certificate
Authority).
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Notes:
1. Use the inventory data that you collected to plan the BIOS, firmware, and driver
updates. Sort the data by make of model of PC, then visit the support website for
each OEM to determine the latest version of the BIOS, firmware and drivers.
2. Some OEMs release the BIOS, firmware, and drivers as one package while others
release them individually. Check with the OEM for the PC.
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version of each Intel AMT capable PC. Then check the OEM support website to
determine the latest available firmware release.
3. The OEM may choose to disable certain features found in other PCs with the same
version of Intel AMT firmware. Upgrading to the same major and minor numbers
of the firmware version on different PCs will not guarantee that both PCs will have
exactly the same support for Intel AMT features. Intel recommends that you test
the specific Intel AMT features you are interested in using on a representative
sample of the actual PCs in your IT environment.
4. The Intel ME firmware version numbers are tied to each generation of hardware.
You cannot upgrade between the major versions shown in the list (for example,
from 3.x to 4.x). All major releases of Intel AMT are shown below along with the
type of PC platform:
a. Intel AMT 2.0, 2.1, 2.2 Desktop
b. Intel AMT 2.5, 2.6 Mobile
c. Intel AMT 3.x Desktop
d. Intel AMT 4.x Mobile
e. Intel AMT 5.x Desktop
f. Intel AMT 6.x Mobile, Desktop, Server/Workstation
g. Intel AMT 7.x Mobile, Desktop, Server/Workstation
5. Some older firmware versions may include features that are no longer supported
by Intel. For example the Intel Remote PC Assist Technology (RPAT) service is no
longer available but you may see an option for it in the MEBX.
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3.3.3 Pilot the Deployment
WBS 3.3
Notes: Recommended
Task Description: Pilot the deployment of Intel AMT with a limited number of
Intel AMT clients
Resource Name: Project Management; IT Technician
For More Information:
Recommendations: Start with a small number of non-critical clients in the
production environment
Notes:
1. A pilot project provides a “safe zone” for learning how to use and support a new
technology, and helps ensure that the technology fully integrates with the
computing infrastructure. When planning pilot projects, expand the team to
include infrastructure owners.
2. Do not pilot the deployment on clients that are critical to the enterprise (factory
floor PCs or mission critical servers, for just two examples). While the setup and
configuration of Intel AMT clients generally will be invisible to users, it is possible
with a error in the configuration of network filters, for example, to shut down the
network interface and take the wired LAN interface of the PC off the network.
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versions of Intel SCS or a proprietary solution integrated into the management
software. Consult your management software documentation for details.
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3.3.3.3.1 Install Updates or OOB Extensions to Existing Management
Software
WBS 3.3.1.2.1
Notes: Important
Task Description: Install Updates or OOB Extensions to Existing
Management Software
Resource Name: IT Technician
For More Information:
Recommendations:
Notes:
(None)
3.3.3.3.2 Install RealVNC* Viewer (or Similar) for KVM Remote Control
WBS 3.3.1.2.2
Notes: Optional
Task Description: Install RealVNC* Viewer or similar viewer for KVM Remote
Control
Resource Name: IT Technician
For More Information: Real VNC documentation
Recommendations: Install Real VNC Viewer Plus (or similar) viewer on your
management console to support KVM Remote Control.
Notes:
1. Intel AMT 6.0 and later PCs, when combined with Intel Core vPro Processors with
integrated graphics, provide the KVM remote control capability using the wired LAN
connection. No other hardware is required.
2. The Real VNC Viewer Plus supports KVM Remote Control, power control, and IDER.
3. Real VNC Viewer can be configured to use TLS security.
4. Refer to the Intel SCS documentation for information on the KVM Remote Control
profile settings.
3.3.3.3.3 Install Intel® vPro™ Enabled Gateway Software for Fast Call for
Help
WBS 3.3.1.2.3
Notes: Optional
Task Description: (Required only for Fast Call for Help) Install Intel® vPro™
Enabled Gateway for Fast Call for Help
Resource Name: IT Technician
For More Information: Refer to the third party documentation
Recommendations:
Notes:
1. Some management consoles have the Intel vPro enabled gateway integrated into
their solutions. Check with your management console documentation for details.
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3.3.3.3.4 Purchase and Install Certificates for Setup and Configuration with
TLS
WBS 3.3.1.3
Notes: Optional
Task Description: Purchase and install certificates for setup and
configuration with TLS
Resource Name: IT technician
For More Information: Intel vPro Expert Center
Recommendations: Select the certificate vendor that has a built-in hash in the
Intel AMT firmware for the versions of Intel AMT that you
want to use the certificate with. A list of supported
vendors by Intel AMT version is posted on the Intel vPro
Expert Center.
Investigate the various certificate options before
purchasing the certificate.
Notes:
1. This task is only required for remote setup and configuration using TLS-PKI using
third-party certificate authorities.
2. Subtasks:
a. Choose certificate vendor
b. Create certificate signing request (CSR)
c. Submit the CSR with the certificate vendor
d. Install the certificate on the provisioning server
3. The certificate parameters must be set to identify the certificate as a setup and
configuration certificate. Check with the certificate vendor for specific instructions.
4. Intel AMT clients have several certificate hashes included in the firmware. Check
the certificate documentation on the Intel vPro Expert Center for details.
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3.3.3.4.1 Select Intel® AMT Setup and Configuration Method
WBS 3.3.2.1
Notes: Recommended
Task Description: Select Intel® AMT Setup and Configuration Method
Resource Name: IT Technician
For More Information: Intel SCS documentation
Recommendations: Use Host Based Configuration whenever possible.
Notes:
1. For a large enterprise, you have two methods to choose from: remote
configuration or host-based configuration.
2. Remote configuration will allow you the most flexibility for configuration and
security settings, such as being able to disable user consent requirements. Host-
based configuration has fewer steps and requirements, but requires user consent
for KVM remote control and boot redirection.
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3.3.4 Setup and Configure Intel® AMT in the Entire Enterprise
WBS 3.4
Notes: Important
Task Description: Setup and Configure Intel® AMT in the Entire Enterprise
Resource Name: IT Technician
For More Information:
Recommendations: Use an incremental deployment approach.
Notes:
1. It is important to start small and ramp up you numbers when provisioning Intel
vPro clients. If you run into a configuration problem you want to be able to
address it with a manageable number of clients.
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Notes:
1. Using an incremental approach to deployment will ensure that the Intel SCS
Remote Configuration Service (RCS) or other provisioning server is not overloaded
with too many requests. The throughput capacity of the RCS is stated in the Intel
SCS documentation.
2. You do not need to shut down, reboot, or otherwise interrupt the user when you
setup and configure Intel AMT systems remotely. You might, however, need to ask
the user for permission if you use Host Based provisioning in Client Control mode.
Local configuration using a USB key will require a deskside visit from the IT
Technician and a reboot.
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3.4 Post Deployment Stabilization Phase
The final phase of the project is typically a stabilization phase. The purpose of this
phase is to ensure that your Intel AMT capable PCs are setup and configured properly
and that your IT help desk can use the selected Intel AMT use cases.
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4 What’s Next?
After you have deployed Intel AMT PCs, what’s next? You might need to plan on doing
one or more of the following tasks that involve the Intel AMT setup and configuration
settings:
• Add new PCs
• Decommission older PCs
• Upgrade older PCs with new hard drives
• Update the BIOS, firmware, and drivers
• Renew TLS Setup and Configuration certificates (if TLS is used)
• Update user accounts
• Add a “delta” profile to add or remove Intel AMT settings
• Change Intel ME passwords
• Review the audit log (if used)
• Change the network filtering settings (if used)
• Merge in new PCs from another domain or from an acquisition
• Move PCs into a new corporation
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5 Work Aids for Planning and Analysis
The following checklists will help you organize and plan the analysis and deployment
tasks.
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Limiting malware outbreaks by automatically shutting down the network
interface
Remote hardware and software inventory
Remote booting using IDE redirection
Scripting of IT help desk solutions using Microsoft* PowerShell
27
Symantec Altiris Client Management Suite
VRV Enterprise Desktop Planning
Wave
**Note: Refer to the Intel® Core™ vPro™ Processor Family Software Catalog for the
latest list. Some software may only be available in certain geographical regions.
28
Outlook Web Access with Imaging
Use FCFH to ID a Help Desk Caller's PC.
Small Business
Local Setup and Configuration Using a USB Flash Drive
Android* Apps
Intel vPro Power Control App
**Note: refer to the Intel vPro Expert Center for the latest list (link).
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6 Resources
Intel® vPro™ Expert Center (link)
Intel® vPro™ Developer Community (link)
2nd Generation Intel® Core™ vPro™ Processors (www.intel.com/vpro)
Intel® Core™ vPro™ Processor Family Software Catalog (link)
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7 Glossary of Terms
End Point Access Endpoint Access Control (Cisco SDN* and Microsoft NAP*) EAC networks
Control (EAC) can (with 802.1x) verify that the PC who's attempting to access the
network has the authority to do so and can also (with Cisco Self Defending
Network* or Microsoft NAP*) verify the "posture" of the PC. The PC's
posture includes information about the virus software it's running, the
operating service packs installed, etc. If a PC can't authenticate itself or
cannot assert its posture to the network, it is not allowed onto the
network.
Intel® vPro™ technology is not unique in providing support for Cisco SDN
and Microsoft NAP. However, with Intel vPro technology you can exchange
authentication and posture information on both Cisco SDN and Microsoft
NAP networks even if the OS will not boot, allowing EAC even when the OS
or a software agent is not present. This enables more secure management
and maintenance of PCs even when the OS is frozen or the machine will
not boot.
HECI driver Intel Host Embedded Controller Interface (HECI) driver is now called the
Intel Management Engine Interface (Intel MEI) driver.
IDER IDE Redirection will redirect the remote PC to use a virtual IDE device.
This allows IT to boot the system to images anywhere on the network.
KVM Remote Control Keyboard, Video, and Mouse redirection over the network. Hardware
based remote control allowing IT to manage the remote computer
regardless of its OS or power state. This allows remote control of the PC
with full video support on Intel AMT PCs with this feature enabled.
PSK Pre-shared Key. Refers to TLS security provided by a key pair generated
by the remote configuration service for the purpose of remotely
configuring the Intel AMT client. Part of the key pair must be installed on
the Intel AMT client.
Setup and Setup and Configuration is the process by which Intel® vPro™ technology
Configuration features are made available to management applications.
31
communication to the remote computer (send and receive text and remote
control capabilities).
User Consent In Intel AMT, the end user must consent to KVM Remote Control, SOL, and
IDER (Intel AMT version 6 and later). They must also consent to setup
and configuration (in client control mode, Intel AMT 6.2 and later).
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