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OS X v10.9 Management Basics Donny Hornstein Instructor [email protected] Welcome 3 1 2 Welcome the class & introduce yourself if you haven’t already. Provide important details such as where the restrooms are, the time schedule for the day & where emergency exits are found. 3
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Page 1: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

OS X v10.9 Management Basics

Donny Hornstein [email protected]

Welcome

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Welcome the class & introduce yourself if you haven’t already.Provide important details such as where the restrooms are, the time schedule for the day & where emergency exits are found.

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Page 2: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Mac OS X v10.9 Management Basics

• Creating Installer Packages• Creating System Images• Deployment• Managing Computers With Apple Remote Desktop• Policy Management• Managing Software Updates• Caching Software Downloads

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Creating Installer Packages

Installation Packages

Installation package

Installation metapackage

Distribution project

Receipt

Payload

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This is an overview slide showing how the course is laid out. Touch on it & move on.

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Each section has a lead in title slide.

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First, identify the two different package types: Packages & Metapackages. Tell how they differ.

Once an installer package is opened, the user is guided through the install

Mac OS X uses receipts to keep track of installed items.

The items you intend to deploy using an installation package are generally referred to as the installation payload

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Page 3: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Signing packages with a certificate

Gatekeeper Obtain Developer ID certificate from AppleInstall the certificate in the KeychainChoose the certificate for the package

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Creating a package from the command line

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Basic syntax

pkgbuild --identifier pkg-identifier --version pkg-version --sign identity --component component-path package-output-path

Example syntax: Package from Traffic Manager application

pkgbuild --identifier com.pretendco.TrafficManager --version 1 --sign "Developer ID Installer: Pretendco" --component "/Applications/Traffic Manager" "~/Desktop/Traffic Manager Installer.pkg"

Create a package using PackageMaker

With Gatekeeper, the user may not be able to run an unsigned (no certificate) package depending on how Security is setup in SysPrefs.

If you are targeting Mac OS X v10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others verify the authenticity of your installation.

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Walk the students through the basic syntax to create a package from the command line. Don’t get hung up on all the options; touch on them quickly & move on.The students will see how the options get put into play through the example syntax.

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Give the package a name (on the Configuration tab)Select a certificate

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Page 4: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Create a package using PackageMaker, cont.

Details of the installationContent Permissions

Options for Components

Show all receipts

pkgutil --pkgs

Show one specific receipt

pkgutil --files <name_of_receipt>

Working with receipts

PackageMaker Alternatives

JAMF Composer

Packages (s.sudre.free.fr)

Absolute InstallEase

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Once the package has been built, permissions for its content can be changed from the Contents tab.Options for the components, such as allowing relocation or allowing a downgrade are obtained from the Components tab.

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Note: Iceberg replaced with Packages. Packages allows signing of package with cert. Iceberg does not.

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Page 5: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Installer Packages Exercises

Tools Tasks

Exercise 1.1.1Configure Server

• Configure server name

• Configure network settings

• Get Apple Push Notification service certificate

• Configure Open Directory Master

• Server app

• Setup Assistant

• Open Directory Service

Tools Tasks

Exercise 1.1.2Creating Installer Packages

• Create an installation package

• List the files installed on the system

• List the files installed from one receipt

• PackageMaker app

• Important Employee Documents folder

• Terminal

Student Numbers!

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Page 6: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Creating System Images

Client startup with NetBoot

1 DHCP

3 TFTP

4 NFS or HTTP

2 BSDP

DHCP & NetBoot server

Booter files

Boot image

NetBoot

NetBoot Image on Server

Disk Image of System Folder on Server

Client boots from Server,& uses System Folder from image

Each section has a lead in title slide.

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Describe what happens in each of the four phases of NetBoot.

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Boots the OS from image on the server

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Page 7: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

NetInstall

NetBoot Image on Server

OS X Installer from Server

Client boots from Server& Installs OS on Disk

NetRestore

NetBoot Image on Server

Disk Image of Pre-Configured System

Client boots from Server,Disk is erased & restored

from Disk Image

NetRestore ImagesCloned System Image Modular System Image

Installs the OS from an image on the server.

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Uses asr restore

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Explain the differences between a cloned system image: Faster but not flexible. Entire image must be re-done with OS updates, even incremental. Modular system image: Slower to install, because all packages are installed separately but is more flexible. Even when incremental OS updates come out, it’s just a matter of replacing that component.

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Page 8: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Deploying ImagesOver the network Locally

Target Disk Mode via Thunderbolt

Using System Image Utility

Using System Image Utility, cont.

Deploying images over the LAN, many computers can be done at once. Bandwidth is the biggest restriction.Deploying images locally, only one computer can be done at a time. If using Thunderbolt and SSD, this can be very fast.

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System Image Utility MUST find a source in order to do it’s job. Once that’s found, you can decide on what kind of image to build. It’s important to mention SIU only supports creating images from the current OS eg. SIU 10.8 must build images from a 10.8 installer or system (cloned computer).

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Only NetBoot or NetRestore support creating an Administrator Account.

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Page 9: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

System Images Exercises

Tools Tasks

Exercise 2.1.1Creating System Images

• Create a NetInstall image from the Mountain Lion Installer

• Mountain Lion Installer

• System Image Utility

Tools Tasks

Exercise 2.1.2Creating System Images

• Create a NetRestore image from a prepared volume

• Admin computer

• System Image Utility

• Firewire or Thunderbolt cable

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Page 10: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Deployment

Using Disk Utility for deployment

NetInstall considerations

Gigabit Ethernet is best

Airport is not supported

Must have latest firmware installed

Each section has a lead in title slide.

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When using Disk Utility to deploy, the Restore tab is chosen. Next, an image source is chosen from the sidebar. Then, a destination volume is selected. Finally, click the Restore button.

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Touch on the points, move on.

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Page 11: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Using NetInstall for deployment

Using NetInstall for deployment, cont.

Configuring the NetBoot client

Use Startup Disk to select NetBoot

Hold down the N key to look for & start from a NetBoot server

Hold down the Option key to invoke the Startup Manager

NetInstall must be enabled on a network interface, preferably built-in Ethernet. Additionally, storage for images, nbi images, and client data for diskless NetBoot must be chosen. Once the storage settings are selected, and the NetInstall service choices are saved, the NetBootSP0 & NetBootClients0 sharepoints are automatically created in /Library. (Note: While the ‘0’ at the end of the sharepoint names is typical, they could be other numbers as well. Don’t go into this unless a student asks.

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In order to make images available from the NetInstall service, select the Images tab in the service. Click the service action icon (gear) in the lower left. Check the box for “Make available over” and choose either NFS or HTML. More often than not, NFS is used. There is also an option here to make the image available to all Mac models or restricted models. The image index is unique for each nbi.

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Selecting the NetBoot from within System Preferences Startup Disk, while not typical in real world scenarios, is certainly an acceptable means of doing so. You may choose to explain the reason we do so in class is an attempt to have students boot from their own NetBoot server, not their neighbor’s.

More typical in real world deployments is the use of the N key first, the Option key second.

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Page 12: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Image deployment Alternatives

DeployStudioJAMF’s Casper SuiteAbsolute ManageKACELANDeskFileWave

Deployment Exercises

Tools Tasks

Exercise 3.1.1Deployment

• Create a bootable image from a NetInstall image• Disk Utility

• My NetInstall v1.nbi

Quickly touch on the alternatives & move on. If the discussion comes up, you can speak to any & all you are familiar with.

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Page 13: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Tools Tasks

Exercise 3.1.2Deployment

• This section is purely informational.

• Restore an image

• Disk Utility

Tools Tasks

Exercise 3.1.3Deployment

• Configure the NetInstall service

• Enable a NetInstall image

• NetBoot your admin computer

• Server app

• NetInstall service

• Admin computer

Managing Computers with Apple Remote Desktop

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Each section has a lead in title slide.

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Page 14: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Enabling Remote Management

Creating a computer list with ARD

Apple Remote Desktop Exercises

Clicking the Options button on the Sharing Sys Pref opens the “All local users can access this computer to:” dialogue. Holding the option key and checking one box, checks all boxes.

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By choosing Scanner in the ARD sidebar, you can see all the computers ARD sees. The default is via Bonjour, but an administrator can pick from a variety of choices as seen in the cutaway.Clicking on the add button (+) allows for the creation of different types of computer lists. You may want to do an instructor demo with ARD. Don’t take too much time with it.

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Page 15: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Tools Tasks

Exercise 4.1.1Apple Remote Desktop

• Create new computer group

• Install package remotely

• Copy software remotely

• Repair disk permissions remotely

• Apple Remote Desktop

• Important Employee Documents.pkg

• Handbook.pdf

• Important Employee Documents folder

Policy Management

Profile Manager

What’s Needed?

Server.appOpen Directory MasterSSL CertificateAppleID for Push Notification Certificate

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Each section has a lead in title slide.

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While turning on Profile Manager is relatively simple, there are some prerequisites which need to be in place before it is functional.

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Page 16: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Profile Manager configuration

Setup Open Directory Master1

Beginning the Configure Device Management setup starts the setup of an Open Directory Master 1

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2 Create a directory administrator for the Open Directory

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3 Confirm settings. ODM created.

Adding certificates

SSL APNS

CSC

The next few slides walk through the Profile Manager service setup assistant.

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The first thing is the server needs to be an Open Directory Master.

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Next is enabling or obtaining the requisite certificates including SSL, CSC & APNs.

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Page 17: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Profile Manager Complete

Profile Manager

What’s Available?

Profile Manager web appUser Portal web siteProfiles preference pane

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Profile Manager web app

Management can be applied to devices, groups of devices, users or groups of users

The service setup assistant has completed and Profile Manager is now ready to do it’s job.

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Once Profile Manager is turned on, it’s really just a web app. Profile Manager is for administrators. The user portal is for end users. Once a computer has profiles installed, the Profiles preference pane shows up in System Prefs.

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The administrator web app allows profiles to be configured for four resource domains: Devices, Device Groups, Users & User Groups. Unlike MCX, where overlapping profiles had priorities and additive capabilities, it is the admin’s responsibility to decide how profiles are best applied. There should not be an overlap between the resource groups.

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Page 18: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Profile Manager user portal

Configuration Profiles

Distributing Configuration Profiles

Discuss the purpose and some of the functionality of the user portal.

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An example of the Everyone profile. This highlights options available for setting the Passcode payload.

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Three methods of distributing profiles: Through email, a web link or pushed to the device. Pick one method only.

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Page 19: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Profile Manager Alternatives

Imaging & Client Management

JAMF’s Casper SuiteAbsolute ManageKACELANDeskFileWave

Profile Manager Alternatives

Client Management only

AirWatchMobileIronCentrifyThursby ADmitMacQuest Management XtensionsParallels SCCM

Policy Management Exercises

There are two different kinds of alternatives to Profile ManagerThis slide shows those which can do both imaging & client management.

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This slide shows the alternatives which can do client management only. The Mobile Device Management systems if you will.

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Page 20: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Tools Tasks

Exercise 5.1.1Policy Management

• Configure Profile Manager service• Server app

• Profile Manager service

Tools Tasks

Exercise 5.1.2Policy Management

• Edit a configuration profile

• Enroll your admin computer for management

• Create a device group & custom configuration

• Lock your admin computer

• Server app

• Profile Manager service

• Safari

Managing Software Updates

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Each section has a lead in title slide.

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Page 21: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Software Update Service• Reduce bandwidth by downloading Apple updates to a local server

• Manage what updates are available locally

• Use configuration profiles to point users to local server

• Mirror updates between the local server & Apple servers to ensure latest updates are available

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Turn SUS On

Filter Updates

This slide enumerates reasons to use a local software update server.

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After turning the SUS on, it will take some time (bandwidth is one of several factors) for the service to populate with the updates available from Apple. Once that is accomplished, an administrator has many options available to deal with those updates. Clicking on the action pop-up menu reveals the options.

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By using the search box it is possible to limit the view on the updates available. From there, updates of a particular type can be dealt with as appropriate.

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Page 22: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Using configuration profiles for SUS

Setting the SUS from the command line

defaults write /Library/Preferences/com.apple.SoftwareUpdate CatalogURL "http://server15.pretendco.com:8088/index.sucatalog"

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To point the client to the local SUS:

To point the client back to the Apple SUS:defaults delete /Library/Preferences/com.apple.SoftwareUpdate CatalogURL

SUS: Best Practices

Phase 11. Test

2. Cooling off period; seven days for patches, etc.

Phase 21. Deploy to power users for five days

Phase 31. Deploy to all workstations & integrate into the master deployment image

One method of having clients connect to a local SUS is to use configuration profiles. The next slide shows an alternative method, using CLI.

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Another method of directing computers on the LAN to a local SUS is the tried & true CLI. This can be setup in a master image or even pushed out via ARD.

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The three phases of deploying software updates are outlined here.

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Page 23: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

SUS Alternatives

Reposado

JAMF’s Casper Suite

Absolute Manage

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Software Updates Exercises

Tools Tasks

Exercise 6.1.1Software Updates

• Configure Software Update Service

• Enable updates

• Create a configuration profile

or

• Configure your admin computer to use SUS

• Server app

• Software Update service

• Profile Manager service

or

• Terminal app

Some alternatives to the SUS on Mac OS X server.

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Page 24: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Caching Software Downloads

Caching Service

• Speeds up the download of software purchased through iTunes & the Mac App Store

• Includes software updates, purchased apps & books

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Requirements

• Mac clients 10.8.2 or newer• iTunes 11.0.2 or newer• Software Updates from Mac App Store• Applications from Mac App Store• Books from iTunes• iOS apps from iTunes• Clients share same public IP as server & use NAT

• Server on Ethernet• Clients don’t use SUS

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Each section has a lead in title slide.

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The Caching Service is new as of 10.8.2. It differs from SUS in several ways & has different requirements than SUS. The next two slides go into the requirements & differences in more detail.

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Just as the slide title says, these are the requirements for the caching service. You should hit each of these points in the presentation. Note the importance of selecting where to store cached software. While Apple supports using a portable computer as a server with Mountain Lion, note the cutaway which calls out how the caching service on a portable is NOT support over WiFi.

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Page 25: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

Comparing: Caching service & SUS

• Software updates & Mac App Store purchases

• No configuration necessary• Based on client requests• No client management

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• Software updates only• Requires configuration profile or command line implementation

• Downloads & caches all available Apple software updates

• Provides client management (which updates are available)

Software Update ServiceCaching Service

Caching Software Updates Exercise

Tools Tasks

Exercise 7.1.1Caching Service

• Instructor Demo• Server app

• Caching Service

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The exercise for the caching service is an instructor demo with instructions on the next slide.

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Using the Caching service1.On your

admin computer select Software Update from the Apple menu.

2.Click the 75

Page 26: OS X v10.9 Management Basics Management Basics-Generic-R.pdfv10.5 or newer systems, you can select a certificate file to sign your flat installation package. This will help others

TM and © 2011 Apple Inc. All rights reserved.

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