fast & free: desktop data migration using usmt brad engle janet keener
TRANSCRIPT
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Fast & Free: Desktop Data Migration Using USMT
Brad EngleJanet Keener
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Year 1 – 487 units
• Imaged at the desktop with DVDs, vendor-supplied migration utility. No consistency. Captured music brought from home. Learned a lesson from that.
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Years 2-5
• Imaged at the factory now. Still using vendor-supplied migration utility, still no consistency.
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Year 6
• Still imaging at factory, but they have a new utility. Slow, inconsistent, cumbersome, no real-time, on-the-fly edits to the script.
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Year 7
• Things changed…
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Year 7
• Factory imaging, but vendor has NO utility that would migrate from XP to Windows 7.
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History
• Year 1 - 487 units Year 5 - 511• Year 2 - 415 units Year 6 - 445• Year 3 - 317 units Year 7 - 351• Year 4 - 142 units Year 8 - 128• Year 9 - ~470 units
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What changed?Janet says:
• Where did the idea come from?– Necessity – no cost-effective 3rd party utility– Current vendor had no solution
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Brads says:
• Boss said, “Figure it out! You have 2 weeks.”• Primary idea came from TechNet, using
“Windows Automated Installation Kit (AIK) for Windows 7”
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How we began
• Research, research, research• Reviewed Altiris, Norton Ghost Console, some
freeware applications. NONE were cost-effective, all were complex or lacked features
• USMT kept appearing in white papers
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• Primary idea came from TechNet• v 4.0 Included for free with The Windows
Automated Installation Kit (AIK) for Windows 7 (We had been using it since it came out but was not aware of this feature)
• Was a straight forward, easily modified solution that was controlled by a few xml files
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The Files
• Config.xml• MigApp.xml• MigUser.xml• MigDocs.xml• Custom.xml
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• Config.xml• Created by running scanstate.exe /genconfig
on the source PC• Used to control what system settings are
copied from the old computer to the new computer
• Must ensure that all apps are installed so genconfig can create a complete inventory
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Config.xml
<?xml version="1.0" encoding="UTF-8" ?> - <Configuration> <Applications /> <Documents /> - <WindowsComponents>- <component displayname="gadgets" migrate="no" ID="gadgets"> <component displayname="gadgets\sticky notes" migrate="no" ID="gadgets\sticky notes" /> </component> <component displayname="WCF-NonHTTP-Activation" migrate="no" ID="http://www.microsoft.com/migration/1.0/migxmlext/cmi/wcf-nonhttp-activation/
wcf-nonhttp-activation/settings"/> <component displayname="TSPortalWebPart" migrate="no" ID="http://www.microsoft.com/migration/1.0/migxmlext/cmi/tsportalwebpart/
tsportalwebpart/settings" /> <component displayname="WCF-HTTP-Activation" migrate="no" ID="http://www.microsoft.com/migration/1.0/migxmlext/cmi/wcf-http-activation/wcf-http-
activation/settings" /> <component displayname="WindowsSearchEngine" migrate="no" ID="http://www.microsoft.com/migration/1.0/migxmlext/cmi/windowssearchengine/
windowssearchengine/settings" /> <component displayname="Microsoft-Windows-themecpl" migrate="no" ID="http://www.microsoft.com/migration/1.0/migxmlext/cmi/microsoft-windows-
themecpl/microsoft-windowsthemecpl/settings" /> - <component displayname="Tablet PC Settings" migrate="no" ID="tablet_pc_settings">- <component displayname="Accessories" migrate="no" ID="tablet_pc_settings\tablet_pc_accessories"> <component displayname="Microsoft-Windows-TabletPC-Journal" migrate="no" ID="http://www.microsoft.com/migration/1.0/migxmlext/cmi/microsoft-
windows-tabletpc-journal/microsoft-windows-tabletpc-journal/settings" /> </component>- <component displayname="Input Panel" migrate="no" ID="tablet_pc_settings\tablet_pc_input_panel"> <component displayname="Microsoft-Windows-TabletPC-InputPanel" migrate="no" ID="http://www.microsoft.com/migration/1.0/migxmlext/cmi/microsoft-
windows-tabletpc-inputpanel/microsoft-windows-tabletpc-inputpanel/settings" /> </component>
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• With all the No, then why have the file?
• Only place to have error control, hardlink control, and profile control
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Error Control
• USMT will fail on:– locked or corrupt files– locked or corrupt registry keys
• Can be overridden by specifying win32 error codes in the <errorcontrol> section
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<ErrorControl> <fileError> <nonFatal errorCode="33">* [*]</nonFatal> <fatal errorCode="any">C:\Users\* *]</fatal> </fileError> <registryError> <nonFatal errorCode="5">* [*]</nonFatal> </registryError>
</ErrorControl>
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• Hardlink control - used for keeping a profile on the local hard drive when an in-place refresh or upgrade is performed
• Profile control - when unpacking the profile you can change permissions, change domains, etc.
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• miguser.xml - define folders, files and file types to migrate. Essentially the “profile” copy
• By default it will copy everything in the user’s profile as well as files with a specified extension
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• Extensions copied by default: .qdf, .qsd, .qel, .qph, .doc*, .dot*, .rtf, .mcw, .wps, .scd, .wri, .wpd, .xl*, .csv, .iqy, .dqy, .oqy, .rqy, .wk*, .wq1, .slk, .dif, .ppt*, .pps*, .pot*, .sh3, .ch3, .pre, .ppa, .txt, .pst, .one*, .vl*, .vsd, .mpp, .or6, .accdb, .mdb, .pub
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<component type="Documents" context="System"> <displayName _locID="miguser.userdata">User Data</displayName> <role role="Data"> <rules> <include> <objectSet> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.qdf]", "Fixed")</script> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.qsd]", "Fixed")</script>
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component type="Documents" context="User"> <displayName _locID="miguser.desktop">Desktop</displayName> <paths> <path type="File">%CSIDL_DESKTOP%</path> </paths> <role role="Settings"> <detects> <detect> <condition>MigXmlHelper.DoesObjectExist("File","%CSIDL_DESKTOP%")</condition> </detect> </detects> <rules> <include filter='MigXmlHelper.IgnoreIrrelevantLinks()'> <objectSet> <pattern type="File">%CSIDL_DESKTOP%\* [*]</pattern> </objectSet> </include> <merge script="MigXmlHelper.DestinationPriority()"> <objectSet> <pattern type="File">%CSIDL_DESKTOP% [desktop.ini]</pattern> <pattern type="File">%CSIDL_DESKTOP%\* [*]</pattern> </objectSet> </merge> </rules> </role> </component>
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• MigDocs.xml – Very similar to the miguser.xml. Only real difference is it migrates shared files
• Important – Do NOT use the MigDocs.xml and the MigUser.xml at the same time
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custom.xml
• Allows any files not covered in the other xml files to be copied
• Can copy registry keys, files, settings• Can use Mutual Exclude commands– Mutual Excludes transcend all xml files and cannot
be negated. This is the only value that has this power
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custom.xml
EXCLUDES Code sample:
<displayName>Deny</displayName> <role role="Data"> <rules> <unconditionalExclude> <objectSet> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.divx]", "Fixed")</script> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.zip]", "Fixed")</script> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.exe]", "Fixed")</script> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.msi]", "Fixed")</script> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.iso]", "Fixed")</script>…
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custom. xml
INCLUDE CODE SAMPLE:
<role role="Data"> <rules> <include>
<objectSet> pattern type="File">c:\*[*]</pattern> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.dic]", "Fixed")</script> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.pst]", "Fixed")</script> <script>MigXmlHelper.GenerateDrivePatterns ("* [*.nk2]", "Fixed")</script></objectSet>
</include>
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Scanstate
• Scanstate is the command line that actually launches USMT to do the migration.
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Scanstate Switches
• Some helpful switches:– /ui: user to be migrated. I wrote it to supply the
primary user. You can specify all users, currently logged in, etc. Very powerful
– /ue: excludes specified users– /efs: decrypts files & moves them to TARGET
system
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Scanstate Switches
– /localonly: DO NOT go scan all those huge network drives!
– /config: specifies that you have a configuration file to use.
– /i: an include statement that says you have additional XML files to control the behavior of the migration.
– /o: overwrites any existing data on the target drive.
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Execution
• set /p name= Machine name?
• set /p user= Username?
• del /q/f c:\oitdriver
• scanstate \\etsu%name%\c$\migration\mystore /vsc /ue:*\*/ui:etsu\%user% /efs:decryptcopy /localonly /config:config.xml /i:miguser.xml /i:custom.xml /v:13 /l:scan.log /o /listfiles:c:\temp\copylist.txt
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Compression
• In our experiences, we’ve seen about a 2:1 compression ratio. If the utility packaged 4 GB, it would transfer about 2 GB. That’s what Microsoft says, too.
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Unpack the .mig file
• On TARGET machine, just run usmt.mig file created by the process.
• The Easy Transfer Wizard included in Windows 7 begins, and the data is unpackaged to the appropriate location on the new drive.
• Example – 1.7 GB packaged up. .88GB transferred in about 4 minutes. Easy Transfer complete unpacking in about 3 minutes. FAST!
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Yippee
• Even if the user’s account has never logged into the TARGET system, this utility will generate the profile and place the files appropriately.
• If you get an error 36, running the mig.bat file, the profile on the SOURCE system is corrupt.
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Next, we hope to…
• Explore the restorestate command & options, and how that can be integrated into drive imaging/re-imaging.
• Research Error code 36 and ways to overcome that (temp profile being migrated)