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Getting Started with Altiris
Deployment Solution for IBM Servers 1.3
Altiris Technical Services
February 2006
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About Altiris
Altiris, Inc. is IT lifecycle m nagement software that allows organizations to easily manage
desktops, notebooks, thin clients, handhelds, industry-standard servers, and heterogeneous software
including Windows, Linux and UNIX. Altiris automates and simplifies IT projects throughout the life of an
asset to reduce the cost and complexity of management. Altiris client and mobile, server, asset, network,
and security management solutions natively integrate through a common Web-based console and
repository. For more information, visit http://www.altiris.com
a pioneer of a
.
For additional information about managing IBM servers with Altiris solutions, see the Support Forums at
http://www.altiris.com/support/forum/ and take part in discussions about provisioning and managing IBM
servers. When you get to the forum page, select Deployment Solution for IBM Servers from the Altiris
Product Forums list to find valuable information and share ideas with other users. This forum link is also
accessible from the Deployment Console by clicking Tools > IBM Tools > Deployment Solution for
IBM ServersForum.
In addition, installation and configuration resources for this product are availableat
www.altiris.com/partners/alliancepartners/ibmalliancepartner.aspx where you can view a Quick Start
Video that complements this written guide, view product documentation, IBM resources, white papers,
etc. Altiris highly recommends that you watch this video to properly install, configure, and use Altiris
Deployment Solution for IBM Servers.
NOTICE
The content in this document represents the current view of Altiris as of the date of publication. Because Altirisresponds continually to changing market conditions, this document should not be interpreted as a commitment on thepart of Altiris. Altiris cannot guarantee the accuracy of any information presented after the date of publication.
Copyright 2006, Altiris, Inc. All rights reserved.
Altiris, Inc.
588 West 400 South
Lindon, UT 84042
Phone: (801) 226-8500
Fax: (801) 226-8506
BootWorks U.S. Patent No. 5,764,593.
Altiris is a registered trademark, and Deployment Solution is a trademark of Altiris, Inc. in the United States and othercountries.
Microsoft, Windows, and the Windows logo are trademarks, or registered trademarks of Microsoft Corporation in theUnited States and/or other countries.
Other company names or products mentioned are or may be trademarks of their respective owners.
Information in this document is subject to change without notice. For the latest documentation, visit www.altiris.com.
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Contents
Welcome to IBM Server Management w ith Altir is .......................................................................4 .........................................................4
Installat ion Checklist ..................................................................................................................5 Step 1: Prerequisite Information ................................................................................................ 5St ll Deployment Server ............................................................................................. 6S p 3: Install the IBM ServerGuide Scripting Toolkit ....................................................................7
78
. 9Altiris PXE Server...................................................................................... 9
......................... 10. 111113
Step 1: Creating Your Reference Server .................................................................................... 13Step 2: Capture Settings from Reference Server ........................................................................ 16Step 3: Deploy Bare Metal to OS Job to Target Server .............................................................. 17
...............................................................................................18al Support and Other Resources....................................................................................19
Getting Started Checklist .................................................
ep 2: Insta
te
Step 4: Apply Licenses .............................................................................................................
Configuration Best Practices .......................................................................................................8 Step 1: Configure Deployment Solution Options ........................................................................... Step 2: Configure Initial Deployment.........................................................................................
Step 3: Configure the
Step 4: Use the IBM Configuration Utility .........................................................
Step 5: Enable PXE on the Target Server..................................................................................
Step 6: Pre-provisioning an IBM xSeries Server or Blade .............................................................
Dep loy ing Your First IBM Blade or xSer ies Server .....................................................................
Important Blade Considerations
Technic
Other Resources.................................................................................................................... 19
www.altiris.com
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Welcome to IBM Server Management w ith Altirisn your purchase of Altiris Deployment Solution for IBM Servers! You are on your way
r IT reach and automating a server management system using the next generation of
IBM Servers integrates the IBM Serv
features of Alti
ES
Di
m
Al
De
pr
Fo
in
w
Congratulations o
to extending you
server deployment and provisioning tools. As a consolidated management tool, Deployment Solution forerGuide Scripting Toolkit (SSTK) with the easy-to-use, consolidated
ris Deployment Solution. From a Deployment Console, you can deploy IBM BladeCenter and
xSeries servers from bare metal by scripting or imaging Windows or Linux operating systems and VMware
X Server, patch on both a hardware and software level, remotely deploy software such as the IBM
rector Agent, rip and replace blade servers, or schedule pre-configured jobs for each phase of server
anagement.
tiris brings you one step closer to accomplishing these server management goals:
Do more with less by consolidating server resources and tools. Prevent risk and liability by reducing manual efforts, minimizing security exposures, and
integrating disaster recovery.
Deliver value to your organization by reducing time to deploy, increasing system availability, andsimplifying training.
ployment Solution for IBM Servers offers complete and compelling features for rapidly deploying,
ovisioning, and repurposing IBM servers. The solution can help your IT team drive profitability, establish
a competitive edge, and predict planning to reduce risk and vulnerabilities to your server environment.
r more information about the time savings Deployment Solution for IBM Servers can offer, refer to an
dependent report conducted by Applabs and published at
ww.altiris.com/Partners/AlliancePartners/IBMAlliancePartner.aspx
Getting Started Checklist
This provides quick start help and installation checklists to assist in setting up and
confi uring Deployment Solution for IBM Servers. In addition to the product documentation bundled with
the product download, this guide includes a checklist of required tasks to get you up and running quickly.
Altiris recommends that after reading this guide you refer to the included product guide to learn more
about all the Altiris features and configuration options. In addition, the latest Altiris documentation is
available at www.altiris.com/support/documentation
Getting Started Guide
g
You can also access an installation video and other
resources at www.altiris.com/partners/alliancepartners/ibmalliancepartner.aspx
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Installation ChecklistThis section provides steps for identifying prerequisite requirements and a checklist for installing
components of Deployment Solution for Servers 6.5 and the IBM SSTK 1.3. Altiris products can be
installed by running the respectively named individual core files after downloading the products
individually.
Altiris always recommends that you download the latest service packs and hotfixes from
http://www.altiris.com/support/updates if applicable. At the time of this writing, Deployment Solution 6.5
Hotfix 2 is available and needs to be installed separately after Deployment Solution for Servers 6.5 has
been installed.
Consult Deployment Solution product documentation for a detailed discussion of prerequisites, installation,
and product architecture at http://www.altiris.com/Support/Documentation.aspx.
Ste
Con e :
PXE (P nt). Altiris customers commonly use PXE to facilitate hands-free
serv d
www.al yment.pdf
p 1: Prerequisite Information
sid r the following components and installation concepts before installing Deployment Solution
re-boot Execution Environme
er eployments. Altiris documentation is available both in the product download and at
tiris.com/upload/deplo . This document explains the value of PXE technology and
identifies how it leverages the server network interface card (NIC) as a boot device. If it has been
E
same level of hands-free management that
E is not an option. Note that:
If you are using PXE, you must enable PXE in the BIOS of the target server managed byp 5: Enable PXE on the Target Server
determined to use PXE, then the Altiris PXE Server bundled with the installation must be installed. PX
requires that a DHCP server is installed with a scope defined. The Altiris PXE Server can either be installed
on the DHCP server or on another server on the network.
For environments where PXE cannot be used, Altiris offers BootWorks, which can be used in place of the
Altiris PXE Server. Although BootWorks does not provide the
PXE offers, it is a reasonable alternative for environments where PX
Deployment Solution. See Ste later in this document.
on
erver (IIS) and the Microsoft .NET Framework, which are required when installing NS.
Deployment Database. Deployment Solution for IBM Servers requires Microsoft SQL Server 2000 (SP3a
or higher). Smaller installations managing fewer nodes in a non-production environment might be able to
use MSDE 2000 (SP3a or higher) for limited use. Altiris never recommends using MSDE for production
nvironments because of the database limitations of this free product.
Operating System. Deployment Solution server components must be installed on either Windows 2000
Server or Windows 2003 Server operating systems acting as a domain member or in a stand-alone server
The IBM Deployment Toolkit that Altiris includes with this product requires a DOS pre-bootenvironment. During the installation you will be prompted for a Windows 95/98 installation disk or
CD.
Altiris Consoles (Windows and Web-based). By default, Deployment Solution installs both a Windows
and a stand-alone Web user console. If you are already using the Altiris Console installed with Altiris
Notification Server (NS), you can run Deployment Solution from a tab selected from the Altiris Console.
In order to perform this, the Deployment Solution component must be installed from the NS console in
order for the Deployment tab to appear. The Altiris Web Console requires Microsoft Internet Informati
S
e
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role. Deployment Consoles can be installed on
cannot be installed to a domain controller bec
other supported operating systems. Most Altiris products
ause of the way the installation creates/modifies local user
checklist will assist you in performing an installation of Deployment Solution for IBM
SSTK version
s
exe file. After unzipping the file, run the Setup.exe program to automatically extract files
stallation wizard twice.
ears, accept the default ofSimple Install, click the
Include P XE Server checkbox, and then click the Install button.
A simple install assumes that the Deployment Server components will be installed on the same
nstallation
have more than one network adapter card).
lick
ve
edded
tended to 30 days by downloading the license during the product download phase.
Evaluation licenses can be used towards servers or clients even though the Deployment Solution
accounts.
Step 2: Install Deployment Server
The following
Servers, which includes a separate install of Deployment Server 6.5 hotfix 2 and the IBM
1.3.
1. Deployment Solution for IBM Servers downloads from the Altiris website as a ZIP file that includea Setup.
to a temporary folder and execute the Setup program.
2. To launch the install program for Deployment Solution, click Next in the in3. When the Install Configuration screen app
server. Checking the Altiris PXE Server box will simply add to the components to be installed on
the same server. Consult Altiris documentation for more information about the other i
options such as being able to install the individual Deployment Server components on separate
servers.
4. To accept the License Agreement, click Yes .5. Select an IP address from the drop-down list (if you
This is the IP address that PXE functions will be bound to.
6. Accept defaults and enter a local or domain administrator username and password in the providedfield. This account must already exist. It provides the security context for Altiris services. C
Next to continue.
At this point, you can apply your perpetual Deployment Solution license, which you should ha
received through e-mail, or select to use the default 10-node, 7-day evaluation license emb
with the product. In addition, when registering online for the product, the evaluation period may
be ex
console registers the license as client-use only. To apply licenses after the product has been
installed, see Step 3: Apply Licenses.
7. To start the installation, click Next, then follow the installation wizard.8. When prompted with the Pre-boot Operating System dialog, browse and select a source for the
necessary MS-DOS install files. These files will be copied by the installation progr
am into the
or
Deployment Share so they can be used by the PXE Server.
The IBM SSTK that will be installed later requires a DOS environment that must be provided from
a Windows 95/98 install disk or CD. Users are expected to provide their own licensed software f
the DOS operating system.
9. Click Next.
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10.When prompted with the Summary screen, click Install.You can use an answer file to automate the unattended installation of Deployment Solution. A
white paper explaining this process is available from Altiris Technical Support.
n is completed, the Installation summary screen will
This is usually located \support\tools\deploy.cab. To complete the installation, click Finish.
Step 3: Install the IBM ServerGuide Scripting Toolkit
Using the downloaded IBM SSTK *.EXE file, downloaded from www-
11.When the installation of Deployment Solutioappear. Select Enable Microsof t Sysprep support and then click Next.
12.Browse to the location where the Microsoft Sysprep files are located for Windows 2003 Server.
If you are unable to provide the Microsoft Sysprep files at this time, you can use the Deployment
Server Setup.exe and then select the Add Component option to add the Sysprep file.
03.ibm.com/servers/eserver/xseries/systems_management/sgstk.html,
1. Run 41y2900.exe (or current *.EXE).2.3.4. tegrate with Altiris Deployment Solution, Windows version and then click Next.
orrect Deployment Server directory and then click
Next.
ould be correct, but you should always
verify this.
6.7. llation, click Finish. Ignore the Launch Configuration Utility button for now.
Step 4: Apply Lice
License
license sing the
Product
complet r
When theWelcome Wizard for IBM ServerGuide Scripting Toolkit appears, click Next.
Accept the License Agreement and then click Next.
Select In
5. Verify that the IBM SSTK will install into the c
The IBM SSTK reads this directory from the registry and sh
To begin the installation, click Install.
To finalize the insta
nses
s for Deployment Solution are based on the number of managed nodes. You can register your
file(s) (received through e-mail) during the initial installation or add the license files later u
Licensing Utility. This step shows you how to apply licenses after the initial installation has
ed. You may have already applied your license in step 6 in Step 2: Install Deployment Serve .
Importa sole (Windows console) is closed. Licenses will not install
if th o
2. e to your production licenses (a *.lic
3.4. Select Replace all existing licenses.
nt: Make sure the Altiris Deployment Con
e c nsole is open.
1. From the virtual machine, click Start > Programs > Altiris > Deployment Solution > ProductLicensing Utility.
When prompted with the Altiris Activation Key Wizard, brows
file).
Click Next > Next.
www.altiris.com
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Important: When installing the first perpetual Deployment Server license, make sure you select
ect
ConfiThe following configuration steps include best practices for Deployment Solution for IBM Servers. Consult
Initi , nsole and set configuration values specific to your
envi ll help you get started:
ution >
3. ew > Shortcuts View , and then click the Resources bar to open the view. This viewcreate are saved to the images folder displayed in the shortcuts view. You can drag
and drop images from this folder directly onto the server icons in the Computers pane. In
be dragged and dropped directly to the shortcut bar to
5. Click the Global tab.
allows
from the console or accepting the default name (usually the serial number of the server) when a
7. From the drop-down list, scroll up and change the Primary lookup key from the MAC Address to
ck OK .
Replace all existing licenses. This will allow the evaluation license to be overwritten with your
perpetual license. If youve purchased new servers and youre increasing the managed node count
in the Deployment Server console by installing a new license, make sure you do not sel
Replace all existing licenses. Failure to do so will erase your previously installed licenses and
your final node count will be based on the last license applied.
5. Click Finish > Yes>Done.
guration Best Practices
Altiris documentation to learn more about these and other options.
Step 1: Configure Deployment Solution Options
ally you will want to set up the Deployment Co
ronmental needs. The following suggestions wi
1. To open the Deployment Console, click Start > Programs > Altiris > Deployment SolConsole.
2. If the Welcome to Altiris Deployment Server Console message box appears, select Dont ask meagain and then click Close.
Click Vi
allows quick drag-and-drop access from the resources view to the managed servers. For example,
images you
addition, favorite jobs, images, etc. can
save time in locating resources when deploying to managed servers.
4. Click Tools > Options.
6. Select Synchronize display names with Window s computer names. This forces all servericons to be named with the NetBIOS name of the server they represent. Clearing this option
the console name to be different from the NetBIOS name by either manually naming this server
job is first run in a pre-OS environment on the managed server.
Serial Number (SMBIOS). This change essentially makes the serial number the unique identifierfor each system. Cli
8. To restart the control servers, click Yes .
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Step
Follow t ill
allow yo
addition
Dep m eature to prevent an unmanaged server from being accidentally
imaged or data overwritten when running a PXE Initial Deployment job. By default, this safety feature is
booted to PXE to run an Initial Deployment
by dragging and dropping the job to the
eature is also available for
workstations as well as servers.
oyment jobs directly from the
eat to others, so choose theappropri
this fea isabled to show the versatility this product offers.
The
to the d The option to run deployments in batch mode can still
be chosen when jobs are scheduled to run.
1.2.3.4.
ox and then click OK .
Ste
Usin
This step will modi
Server to provi
wire used to
pre-defi
2. ols > PXE Configuration.r and then click OK .
4. On the Boot Menu tab, select DOS Managed and then click Edit.5. Click the Boot Configuration tab.6. Select the Altiris BootWorks (I nitial Deployment) menu item.
2: Configure Initial Deployment
hese steps to configure Initial Deploymentoptions from the Deployment Console. Doing so w
u to initiate user-defined deployment jobs from the PXE Menu of the actual target server (in
to being able to deploy from the console).
loy ent Server includes a safety f
enabled. In addition, if this feature is enabled and a server is
job, you will only be able to deploy that job from the console
server icon in the Computers pane. This forces an Altiris administrator to acknowledge that he/she is
about to provision or re-provision a server. Incidentally, this safety f
You can choose to disable this safety feature (steps 4 and 5) to run depl
target server as opposed to launching jobs only from the Deployment Console. While this may be a
convenience for some administrators, it may be perceived as a security thrate option that best fits your environment. Note that the remaining steps in this document rely on
ture being d
remaining steps (that is, steps 13) allow you to run jobs as each server becomes active as opposed
efault of only running jobs in batch mode.
In the lower-left section of the Deployment Console, double-click Initial Deployment.
From the Configurations tab, click the Advanced button in the lower section of the window.
As each Deployment Agent becomes active, click Process this job and then click OK .
At the top of the window, click the Advanced tab.
5. Clear the Servers checkbp 3: Configure the Altiris PXE Server
g the Altiris PXE Server provides an optimal pre-OS environment for bare-metal server provisioning.
fy the default PXE image files, created during the installation, used by the Altiris PXE
de this optimum environment. PXE image files are the virtual floppy disks sent over the
connect the target server with the Deployment Server in a pre-OS environment to execute
ned jobs.
1. Open the Altiris Deployment Console.From the menu bar, click To
3. If prompted, accept the default PXE Serve
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7. With the Boot Disk Creator method selected, click Edit Boot Image.it Configuration.
ill be
. If you
, you should select the corresponding NIC driver or multiple drivers if this
name and password, click Next.
iguration Summary, click Next.
lick Finish.
ill have successfully re-created your PXE DOS
Managed images and updated the PXE server. This will close the PXE Configuration and Boot Disk
files to effectively provision an IBM server from bare metal. For example, you
can s for scripted installations.
ration Utility >Next.
t Server.
8. Right-click MenuOption129 and then select Ed9. When asked if you are sure you want to edit the configuration, click Yes .
This process will re-create your existing PXE DOS Managed image and any custom changes w
updated or lost.
10.Click Next.11.To validate that files are stored on a Microsoft Windows Server, click Yes .12.To accept use of the UNDI driver for PXE, click Yes , and then click Yes to acknowledge the
warning.
Due to Intel UNDI driver limitations, the Intel UNDI driver does not support multicasting
want to multicast images
will be used on servers that may have different NICs.
13.To obtain an IP address from a DHCP server, click Next.14.To validate TCI/IP address of the Deployment Server used for PXE communication, click Next.15.To validate network credentials of workgroup/domain and user16.Select Create entry in LMHOSTS file for Deployment Server and then click Next. If
additional entries are needed these must be entered manually in step 18.
17. After you review changes in the Conf
18. If you are finished, click Next.
If you need to add additional LMHOSTS entries, you can right-click to expand the .NET directory
and edit the LMHOST file and add additional entries using the following pattern:
XXX.XXX.XXX.XXX SERVERNAME
19. To create Automation Boot, click Next and then c
20.To save your changes, click OK >OK >Yes . You wCreator windows.
Step 4: Use the IBM Configuration Utility
The IBM Configuration Utility, installed as part of the IBM SSTK, is used to pre-populate the Deployment
Server with the necessary
copy operating system source files and driver
1. Open the Altiris Deployment Console.2. From the tools menu, click Tools > IBM Tools > IBM Configu3. Use the wizard to copy any necessary resources to the Deploymen
The Quick Start Video displays in detail how to use this IBM Configuration Utility. Examples
scripted Windows Server install as well as copy IBM drivers, etc.
provided consist of how to copy operating system files, drivers, and edit the unattend.txt file for a
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Ste
If the Al IC in the BIOS of each server
to be manag ployed and managed
with the use ded Altiris BootWorks
partition
necessa t to the Deployment Server to execute pre-defined jobs in a pre-OS environment.
For r to the Deployment Solution documentation on how to install and use.
The instructions may
vary if you are using another server model. Consult your IBM hardware manual for specific instructions if
the
1. Power on the target server.2.3.
ith
k 0.
7.
10. ill
Step 6: P n ries Server or Blade
Pre-provi tiris administrator to import the
serv
address
network erver job(s) is then dragged and dropped to the newly created server icon in
s ID information from
isioned server is imported into the console,
eted as well. Be careful when
deleting servers from the console after theyve been created as you will lose the deployment history of
that s
The
ltiris Console can still
rial
p 5: Enable PXE on the Target Server
tiris PXE Server is used, then PXE must be enabled on at least one N
ed by Deployment Server. If PXE is not used, the server can still be de
of a floppy disk (manual intervention required) or by using the embed
(hands-free management). BootWorks creates a hidden partition on the managed server with the
ry files to connec
more information, refe
following steps allow you to enable PXE in the BIOS of an IBM xSeries Server. These
se instructions vary.
To enter the BIOS Setup, press F1 .
In the BIOS screen, scroll down to Startup Options.
4. Press Enter.5. Highlight Startup Sequence Options and then press Enter.6. Re-order the Primary Startup Sequence to look like the Wake on LAN Startup Sequence w
Network as the first boot option. For example, Network, Diskette Drive 0, CD ROM, Hard Dis
Press Esc>Esc.
8. Click Save Changes.9. Click Exit Setup.
Confirm Yes, exit the Setup Utility key and then select Save Changes and Exit. The server w
restart.
re-provisioning a IBM xSe
sioning a server in the Deployment Server console allows the Al
ers ID and configuration information (IBM serial number, MAC address, asset tag, NetBIOS name, IP
es, domain information, etc.) into the database before the servers ever connect to the physical
. The Deployment S
the Computers pane, which pre-provisions the server. Note that you can request thi
your IBM rep when purchasing new servers. When the pre-prov
the Deployment Server database creates a unique ID for the system. This unique ID will be used later in
this document when you configure the xSeries and BladeCenter components. If the server icon in the
Computers pane is deleted, the ID that is created by the database will be del
sy tem as well.
re are many reasons to pre-provision a server, including:
When a server is ready to be deployed, a technician unfamiliar with the Adeploy the server by booting to PXE. When the server boots to PXE, one of three IDs (se
number, MAC address, or asset tag) is matched and the Deployment Server job(s) is
deployed.
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Helps to achieve consistent server builds Reduces server build times
There are two ways to pre-provision a server:
From the console one by one. This is sufficient if you have only a few servers to import andultimately deploy.
By importing a .CSV file derived from a formatted spreadsheet supplied as part of theDeployment Solution install.
To pre-provision a server from the console
1. From the Deployment Server console, click File > New > Computer.2. Click Add.3. In the Name:field, enter a display name that will appear in the consol. For example, PE2800 .4. Enter one of the IDs (serial number, MAC address, or asset tag) in the fields provided.5. Enter the Computer name. This will be the NetBIOS name of the server after the operating
mage with the AClient agent already pre-installed or scripted to be installed as
e deployment, or
cripted operating system install using this product in which AClient will
automatically be installed. AClient will allow the post-OS configuration tasks to take place
n, etc.
eployment Server database can be injected into a script wherever tokens are
There are a
pre-populat h
data for the figuring
an RSA II, f . The true value-add is being able to consistently provide this information for a
system has been installed. Note that the only way the NetBIOS name can be applied to the target
server is to either:
a. Deploy an ipart of the imag
b. Perform a ssuch as the configuring of the NetBIOS name, IP addresses, joining to a workgroup or
domai
6. In the left side of the window, click the TCP/IP button.7. Enter your static IP address information for the first NIC to be configured or leave as the default,
Use DHCP to obtain an IP address.
To pre-provision servers using a .CSV file
There is one advantage of importing servers from a .CSV file rather than creating one by one from the
console, other than being able to import by large quantities. Deployment Server is able to use system
tokens, which can best be compared to how environment variables work with NT based systems. For
example, the NT variable %COMPUTERNAME% could be replaced with a value of IBMSERVER1 in a script ifthats what your servers NetBIOS name was configured to be. System tokens work the same way in that
values stored in the D
present as long as the token is valid and there is data to be injected.
bout 45 different system tokens that Deployment Solution supports; many are available to be
ed with values in the supplied formatted spreadsheet. By pre-populating this spreadsheet wit
system tokens, the tokens can then be used for injecting values into a script when con
or example
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server u ro e first time. When it is, the information
you provided i em to be configured with no user
interven on uild every time (assuming there are no typos). For a complete
l, consult your Deployment Solution documentation.
1.2. Copy the ers55.xls file to a server that has Microsoft Excel installed and then
3. View the spr iliarize yourself with the types of data that can be pre-populated. You can browse the Deployment Solution documentation where the system tokens are
to your advantage.
CSV format.
ployment Server console, go to File > Import/ Export > Import Computers.
, clickOK . Your servers should now be imported into the console with all the information that you pre-
8. of the imported servers to view its information. Pay close attention to the IDnumber located in the window when it first opens. You will use this ID number later in this
doc
9. When finished viewing, click Cancel.
Deploying Your First IBM Blade or xSeries Server
For your initial in ployment Solution for IBM Servers, some one-time preparatory work is
requ d and managed. This section highlights
info
IBM Ser r IBM eSeries xSeries Servers (rack or tower) and IBM
BladeCenter blade servers as supported by the underlying IBM SSTK technology embedded with this
roduct.
Step 1: Creating Your Reference Server
pre-
tured
em (in this case another xSeries
346). The xSeries 346 BIOS configuration could not be used to configure an xSeries 460 model for
pf nt before the server is available on the network for th
s automatically passed through to the target syst
ti , providing for a consistent b
listing and to learn more about tokens in genera
Browse to the C:\ Program Files\Altiris\ eXpress\ Deployment Server\ Samples directory.
ImportComput
open the file.
eadsheet columns to fam
listed to get an idea of which can be used
4. When finished entering information in the spreadsheet, save the file in .5. From the De6. Browse to the *.CSV file and then click Open.7. When the message about the number of servers being imported into the console appears
populated into the spreadsheet.
Double-click on one
ument.
stallation of De
ired before your first IBM server can be effectively provisione
rmation, best practices, and instructions to successfully configure and use Deployment Solution for
vers. These instructions are valid fo
p
The reference server will be used to capture the disk image (optional if you plan on performing scripted
installs) and capture the configurations from the BIOS to be used as template files for a one-to-many
OS configuration of these hardware components to other IBM servers. Note that these configuration files
can only be used on the same model and hardware configuration from where they were captured and
cannot be crossed with another model and configuration. For example, if a BIOS configuration is cap
from an xSeries 346 model it can only be used to configure a like syst
example. The capture of these configurations needs to be repeated for each xSeries model to be
provisioned in your environment.
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The reference servers OS can be installed using the IBM ServerGuide CD that ships with your IBM system
This is probably the quickest way to get an OS installed on your first IBM server before the Deploy
Solution for IBM Servers product is fully configured. This approach is also helpful if you plan on deployin
IBM servers via imaging methods. For example, this will save you time from having to copy operating
.
ment
g
system source fil s
typicallySer ies
models image was originally captured or to different xSeries (generic image). After this
initi n
deployin
A few a :
script-
ers simultaneously to deploy many servers at the
same time without taxing the network bandwidth
aining images per model
The dow loying an image-based deployment include:
s created. This makes it difficult to provide software
version control. Any new service packs, hotfixes, drivers, etc. that are released after the initial
dware.
ing steps list basic instructions for setting up a reference server. These instructions assume you
will be installing a Windows Server OS with the intent to capture its image for mass distribution to like
es and drivers and configuring response files for each xSeries model to be deployed. Thi
would have to be performed before the OS could be installed if you chose not to use the IBMverGuide method. Once the OS is installed, it could be prepared for mass distribution to similar xSer
from which the
al preparation, you can take full advantage of the hands-free automation this product offers whe
g IBM servers from this point forward.
dvantages of deploying an image over a scripted install include
Faster deployment times (typically 8 minutes for image-based vs. 40 minutes forbased)
An image can be multicast to multiple serv
Can be easier to maintain when using a single image (generic image) for all IBM xSeriesservers as opposed to maint
If the image is made self-extracting, it can be deployed via CD, DVD, network drive, etc.without requiring the need to have a Deployment Server in place
nfalls to dep
The image is outdated the second itimage creation will need to be reflected if having a current image with all the latest updates is
important to you. Fortunately, Altiris can help with this never-ending task of staying current
by providing our software delivery and patching solutions on both a software and hardwarelevel on an on-going basis.
The OS is susceptible to security threats for a brief period of time after deployment until theAltiris agents can kick in to deliver the policies to effectively patch the software and har
The follow
xSeries models.
1. Configure the BIOS on the reference server. If using PXE, enable PXE on at least one NIC in theservers BIOS and set to the top of the boot order (or at least before the hard drive). For steps on
how to do this, refer to Step 5: Enable PXE on the Target Server in the Configuration Best
Practices section earlier in this document. Also, configure any settings in the BIOS that you wo
want replicated to all like xSeries servers across the board. For example, enabling PXE on the
second NIC, setting the boot order, memory test disabled, USB support enabled, etc. The BIOS
will be captured in
uld
Step 2: Capture Settings from Reference Server.
2. Install the Windows Server operating system using the IBM ServerGuide CD that shippedyour system or with the W
with
indows Server installation media. The ServerGuide CD is much easier to
use. Simply boot from the ServerGuide CD and follow the prompts. Make sure you have a copy of
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your Windows Server media and product key handy. Consult your IBM server documentation if
you need specific instructions on how to use the ServerGuide CD.
3. Install any service packs, hotfixes, software, etc. to your base image. Note that the more softwareyou install to your base image, the larger the image is going to be and the longer it will take to
deploy. Some best practices are to repackage the applications you want to deploy and deploy after
the image has been installed via Deployment Solution and the agent (AClient) that resides on t
system. This allows you to provide better software version control and allows you to keep your
image longer without having to constantly update it when newer software becomes available.
Incidentally, Altiris offers software repackaging solutions. One solution is Altiris RapidInstall,
which is included with your Deployment
he
Solution and provides the very minimal tools for
your Deployment Solution
documentati
Stud tions
such as native .MSI support, conflict analysis, pre-flight deployment, etc. For more information
repackaging an application based on Sysdiff technology. Consult
on for information about how to use this software. The other solution, Wise Package
io (Wise is a subsidiary of Altiris), offers a complete set of tools for repackaging applica
about Wise Package Studio, visit http://www.wise.com/wps.asp?bhcp=1.
l the Deployment Server agent (AClient). There are several4.
Instal ways to deploy AClient, but thete
ACL y launched from the Deployment
cann
two most common ways are (1) Connect to the Deployment Servers eXpress share and execu
IENT.EXE, and (2) Use the Remote Agent Installer utilit
Server console to push the client out to Windows NT based systems. Remote Agent Installer
ot push the agent to Windows 95/98 systems.
For this example well install AClient from the eXpress share:
a. From the reference server, connect to the Deployment Server eXpress share
(\\192.168.1.1\express).
Double-click the ACLIENT.EXE file.
Select Enable changing of Security ID (Window s NT only). This will allow the reference
servers image to be mass deployed to other like xSeries models but will generate a unique
SID per deployed system. Thi
b.c.
s process is used by an Altiris provided utility called SIDGEN.EXE
ntally, if you want, you can also use Microsoft Sysprep to change the SID. Another
included with the Deployment Solution install. SIDGEN.EXE will be copied to the reference
server once AClient is installed. After the image is captured from the reference server later in
this step, SIDGEN.EXE will be automatically triggered to run in the background of the target
server after deployment so that a unique SID can be generated.
Incide
benefit Sysprep provides is the ability to strip out specific xSeries server drivers from the
Windows OS to make the image more generic.
d. Click the Advanced button.e. Click the Server Connection tab.f. Select Connect directly to this Deployment Server. Enter the IP address of the
Deployment Server in the field provided. Click OK .
g. Click Next > Next > Next.h. Click Finish.
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When AClient installs and its service has started, you should see an icon in the Deployment
Servers console in the Computers pane. If step 6 in Step 1: Configure Deployment Solution
Options under the Configuration Best Practices section has been completed, your server icon
should be named after the Windows NetBIOS name of the server.
Right-click the server icon in the Computers pane and then select Quick Disk Image.
Accept the defaults of the Schedule Computers window and then click OK .
rence server should now reboot to DOS in the PXE environment and capture the disk image. T
ing that the AClient service is started, the client has a valid connection to the Deployment Serv
is PXE Server is being used, and PXE is enabled in the servers BIOS.
ult, the reference servers image will be captured to the Images directory located at C:\Progr
iris\eXpress\Deployment Server\Images. You can quickly access this image after it has been
from the Shortcuts View in the console. Refer to step 3 in
5.6.
The refe his
is assum er,
the Altir
By defa am
Files\Alt
created Step 1: Configure Deployment Solution
Options under the Configuration Best Practices section for instructions on how to enable the Shortcuts
View.
Whe hitself av
Step
In this secti l be captured in a pre-OS
ithin this product. The configuration files
will be s f these
components
1. he Jobs pane, double-click the IBM ServerGuideScripting Toolkit v1.3 (2005-12-06) folder to expand it.
2. Dou3. Dra
Com
Depending on what type of xS
where they will
captured from a xS
Files\Altiris\
individual fo the
respective c
The CM t can be placed on like servers. The RAIDclon.ini file can be used
on like ns in the IBM ServerGuide Toolkit Users Guide found in
C:\Program Files\Altiris\eXpress\Deployment Server\sgdeploy\sgtk\docs\UserGuide.pdf or on the Web at
http://w
n t e server has completed capturing its image, it will boot back into the operating system and makeailable for the next task at hand, capturing its configuration settings.
2: Capture Settings from Reference Server
on the reference servers configuration settings (BIOS) wil
environment leveraging the IBM SSTK technology embedded w
aved to the Deployment Server to be used as template files for the configuration o
in a later section.
From the Deployment Server console in t
ble-click the Hardware Configuration folder.
g and drop the Capture RAID Configuration job to the reference servers icon in the
puters pane. The server will boot back into the operating system again.
eries model the configuration settings were captured from is dependent on
be saved on the Deployment Server. For example, if the configuration settings were
eries 8843 blade, the path by default would be saved to C:\Program
eXpress\Deployment Server\sgdeploy\sgtk\altiris\temp\8843. Within the .\8843 folder are
lders named after the type of component, such as RAIDclon.ini and CMOSinfo.bin, in which
onfiguration file now resides.
OSi binary file cannot be edited bu
servers and modified using the instructio
ww-307.ibm.com/pc/support/site.wss/document.do?lndocid=MIGR-60190.
http://www.wise.com/wps.asp?bhcp=1http://www.wise.com/wps.asp?bhcp=1http://www.wise.com/wps.asp?bhcp=1http://www.wise.com/wps.asp?bhcp=18/8/2019 Altiris Ibm Deployment Guide
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Step
In this s
3: Deploy Bare Metal to OS Job to Target Server
tep you will deploy the image captured in Step 1: Creating Your Reference Server using the
re RAID and Deploy Windows Imagejob to your first deployable IBM xSeries server. For
ons on how to deploy a server using a scripted based OS install, re
Configu
instructi fer to the Deployment Solution
for IBM
http://www.altir
Servers Quick Start Video located at
is.com/partners/alliancepartners/ibmalliancepartner.aspx
The Configure RAID and Deploy Windows Imagejob will configure the BIOS, RAID and lay down the image
captured from the reference server in sequential order.
The goal of copying and modifying the original pre-defined deployment jobs this product provides is to
build on to the job or create your own job(s) for each server role your environment requires. Youll ha
library of pre-built jobs youve tested that can quickly and easily deploy any server role your organization
requires with a quick drag and drop.
Before
ve a
dragging this job, you need to make a few modifications to the job.
2. Click on the Distribute Disk Image task and then click Modify.mages and select the Image file
1. Double-click the Imaging folder to expand it.
3. Browse to C:\Program Files\Altiris\eXpress\Deployment Server\Icreated by the Quick Disk Image in step 5 in Step 1: Creating Your Reference Server.
This file will normally be the NETBIOS name of the server with an *.IMG extension.
4. Click Open>Next>Finish.by
eploy Window s Imagejob to the pre-
provisioned target server and accept the default to run this job immediately.
7. n the boot orderbefore the hard drive. To do this, follow the steps in Step 5: Enable PXE on the Target Server
5. Make sure the target server is pre-provisioned and in the console and database as explainedthe previous steps.
6. Drag and drop the modified Configure RAID and D
From the target server, make sure PXE is enabled on at least one NIC and is set i
.
r you made a typo when pre-provisioning the server, then you
will have to select the servers display name from the blue menu that is presented. This feature was also
AClient agent will
tomatically start and the changing of the SID will take place. The post-configuration task will now take
place and the information you entered (that is, NetBIOS name, IP address for embedded NICs, etc.) when
the target server was pre-provisioned will be passed through.
8. Boot the target server to PXE.9. From the menu, select DOS Managed and then press Enter.
The job should now execute automatically. However, if you did not specify any identification information
(MAC address, service tag, or asset tag) o
explained in an earlier step as well.
If everything is configured correctly, the target server should configure RAID and deploy the captured
image from the reference server. After the image is laid down and the OS starts, the
au
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Imr more servers over the network at the same time, this
sed on the target server(s). The
default UNDI driver that the Altiris PXE Server configures for the PXE image files will not work because the
NDI standard driver does not support multicasting. Note that scripted OS installs cannot be multicast.
on documentation. The following steps highlight
ulticasting (blades)
tion.
the right.
5.
s.
8.
multiple-supported
r
gabit Ethernet Adapter boots to PXE to receive this image
timately will not connect to the Deployment Server eXpress
for better communication from in PXE to the Deployment
portant Blade ConsiderationsIf you plan on multicasting an image to two o
requires the use of a DOS driver designed to work with the NIC(s) being u
U
This is only available with image-based deployments. To learn more about the concept of multicasting and
how to configure and use, refer to the Deployment Soluti
how to create a new PXE image file using the Intel Pro 1000 Adapter Family driver in which the blades
use. This will preserve the original PXE Initial Deployment and PXE Managed PC Image files to revert back
to if changing back to an UNDI environment.
To configure a PXE image file for m
1. From the Deployment Server console, click Tools > PXE Configura2. To the name of the Altiris Server, click OK .3. Highlight DOS Managed and then click the Edit button located on4. To launch the Altiris Boot Disk Creator, click on Edit Boot Image.
From the left-hand side of the screen, right-click MenuOption129 and then select Edit
Configuration from the provided drop-down list.
6. To edit the configuration, click Ye7. Click Next. Entering a description is optional.
Click Next.
9. Select Allow selection of multiple network adapters. By clicking the Allow Selection ofmultiple network adapters checkbox, you can select additional DOS drivers for
NICs in which you will be deploying to. If not, once created, this PXE Image file will only be good
for servers running the Broadcom NetXtreme Gigabit Ethernet0 Adapter Family of NICs. If a serve
running a non-Broadcom NetXtreme Gi
file, you will receive errors and ul
share.
10.Highlight the Broadcom NetXtreme Gigabit Ethernet and then click Next > Next > Next >Next.
11.Select Create an entry in the LMHOSTS file for the Deployment server file store (otherentries must be added manually)
Server.
12.Click Next > Next. You can expand .NET directory below MenuOption129 and manually edit theLMHOSTs files to add additional entries. You should verify that the DS server IP address has
already been entered.
13. Click Next.
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14.Click Finish.15.Click OK .
e
ll process any specified job to run automatically when a new
fied as a new server and
no jobs are initiated. If the server existed in a previous bay, the history and parameters for the
s waiting.
The evices
view of
Wh Pre-Defined Jobchange rule on an unmanaged blade server,
you ll XE Menu. This is because the unmanaged blade
that is eing provisioned has not connected to the Deployment Server and therefore the servers MAC
add PXE Server list of managed devices. To continue on with this change rule, select
eith d
change
In orde
16.Click Save>OK
Deployment Solution offers native rip and replace functionality for blade servers. Rip and replace offers
four server change rules to be executed on the blades. Those change rules are:
Re-DeployAll deployment tasks in the bay's history will be executed starting from the lastDistributing a Disk Image task or Scripted OS Install task, or from any script (in a Run Script task)
with this command: REM deployment start. Incidentally, this REM deployment start script is th
first task that is run for all Bare Metal to OS pre-defined jobs that this product offers.
Run P re-Defined JobThe server wiserver is detected in the bay.
Ignore the ChangeThe new server blade placed in the bay is not identiserver are moved or associated with the new bay.
Wait for User I nteractionDefault. No job is performed (the Deployment Agent on the serverblade is instructed to wait). The icon on the console changes to reflect that the server i
se change rules for each blade can be set by double-clicking on the server from the Physical D
the Deployment Server console.
en executing either the Re-Deployor Run
wi be prompted with the initial Altiris BootWorks P
b
ress is not in the
er DOS Managed or Local Boot. Either one of these selections will process the above mentione
rules.
r to execute the Wait for User Interactionchange rule, the safety feature discussed in the Step 2:
Configure Initial Deployment section must be enabled. This allows the unmanaged blade server to boot to
add itself as an icon in the Deployment Server console where a job can be dragged and dropped
ss this rule.
PXE and
to proce
TecDepl d
access to theyouve purchased it separately from Altiris. You can learn more about Altiris support options at
www.altiris.com/support/supportoffer
hnical Support and Other Resourcesoyment Solution includes one year of Annual Upgrade Protection (AUP) for free product updates an
Altiris knowledgebase and support forums. Phone-based support is notincluded unless
Other
The follo pful as you learn the options available with Deployment
Solu ers.
Resources
wing additional resources may be hel
tion for IBM Serv
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Doc
t Solution for IBM Servers Installation and Configuration Resources are available at
umentation
Deploymenwww.altiris.com/ds-server-ibm
oyment Solution for IBM Servers product documentation for help in using theed features of Deployment Solution. In the Deployment Console, click Tools > IBM
on features. In theent
box manner.
Refer to the Depl
IBM-enablTools > Help.
Refer to Altiris product documentation for help with general Deployment Soluti
Deployment Console, click Help > User Guide, or click to open Help from the Deploym
Console.
Refer to the IBM ServerGuide Scripting Toolkit documentation located at Tools > IBM Tools >
Users Reference - * for specific information on how the underlying technology of the
Deployment Solution for IBM Servers product is used. This documentation is helpful if you plan on
using this product in an out of
White papers specific to managing IBM servers are available atwww.altiris.com/partners/alliancepartners/ibmalliancepartner.aspx andwww.redbooks.ibm.com/redbooks.nsf/redpapers/ (scheduled for publication in March 2006).
Sup r
po t Forums
Go to www.altiris.com/support/forum/tt.asp?appid=0to take part in support forums with
discussions about Deployment Solution products.
Education
Go to www.altiris.com/services/training to learn more about Altiris Education offerings such asonline training, instructor-led training, and information on becoming an Altiris Certified Engineer
(ACE).