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Howard Carter Senior Consultant [email protected] Overview and Guidelines – User State Migration Tool (USMT)

Howard Carter Senior Consultant [email protected] Overview and Guidelines – User State Migration Tool (USMT)

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Page 1: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Howard CarterSenior [email protected]

Overview and Guidelines – User State Migration Tool (USMT)

Page 2: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Agenda

USMT’s capabilitiesToolsCommand line options

How to customize USMT

USMT covers the initial 90%

Customization can handle the last 10%

Page 3: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Overview of USMT 4.0Features

Captures and restores dataFiles and foldersRegistry keysWindows settingsLocal user accounts and group memberships

Enterprise-targetedUses the same core engine as Windows Easy Transfer, without the GUI but with additional configurationProvided as part of the free Windows Automated Installation Kit

Don’t miss the documentation, it’s there…

Handles differences between OSes

Page 4: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Overview of USMT 4.0Features

Differentiating featuresHardlink migration

If your existing partition structure is going to be keptBlazingly fast

Offline migrationIf the current OS isn’t functional or if you just want to start the process from Windows PE

Volume shadow copy supportWhen online and not using hardlinks

Understanding of Windows component configurationSimplifies the migration of Windows settingsExtra steps may be needed for offline migrations (e.g. printers, network connections)Watch out for http://support.microsoft.com/kb/2018593 if using ConfigMgr

Page 5: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Overview of USMT 4.0Features

Built-in support for migrating application settingsOffice 2003, 2007Office 2010 with optional hotfix

http://support.microsoft.com/kb/2023591

Several other consumer-oriented applications, but not much else

Opportunity for customization

Automatic identification of data filesHelper function that looks at file associationsTakes care of many types of application data (but not settings)

Page 6: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Overview of USMT 4.0Scenarios

RefreshCapture user data from existing OS (ideally with hardlinks)Wipe old OS (ideally without reformatting or repartitioning)Install new OS and applicationsRestore user data

ReplaceCapture user data from existing computer to a network or USB driveDispose of existing computerDeploy OS to a new computerRestore user data from network or USB drive

Page 7: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Overview of USMT 4.0Requirements

Source OSWindows XP and aboveClient OSes only

Target OSWindows Vista and aboveClient OSes only

PlatformsEverything but x64 to x86

Page 8: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Overview of USMT 4.0Tools

ScanstateCaptures user state

LoadstateRestores user state

USMTUTILSCleanup hardlink state stores

Page 9: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Customizing USMT 4.0Basic command line options

Always specify a store path and loggingSCANSTATE.EXE C:\StateStore /L:c:\ScanState.log /V:5LOADSTATE.EXE C:\StateStore /L:c:\LoadState.log /V:5

Specify which migration manifests to use/i:MigApp.xml /i:MigDocs.xml/i:MigApp.xml /i:MigUser.xmlDon’t use MigDocs.xml and MigUser.xml togetherMigDocs.xml is preferred to avoid needing to create custom XML files to migrate additional document typesSpecify migration manifests on both Scanstate and Loadstate to ensure proper behavior

/O to overwrite an existing store, if already present/hardlink /nocompress /efs:hardlink to use hardlinks/offline /offlinewindir:c:\windows or /offline /offlinewinold:c:\windows.old for offline migrations/localonly to ignore USB drives, network drives

Page 10: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Customizing USMT 4.0Command line options for users

Include and exclude users/UI:DOMAIN\User to explicitly include/UE:DOMAIN\User to explicitly exclude/UEL:90 to specify only user profiles modified in 90 days/ALL (default) to include all usersWatch out for unexpected results from combinations of parameters:

http://blogs.technet.com/b/askds/archive/2009/11/30/understanding-usmt-4-0-behavior-with-uel-and-ue.aspx

Create users in new OS/LAC or /LAC:password to create new accounts/LAE to enable the newly-created accountsIf /LAC isn’t specified, USMT will fail when attempting to restore the account

Change domain or user name/MD:OldDomain:NewDomain to specify different domain/MU:OldDomain\OldUser:NewDomain\NewUser to specify different user

Page 11: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Customizing USMT 4.0Using Config.xml

The Config.xml file serves multiple purposesControls how to handle errorsSpecifies which components should or shouldn’t be migratedControls how local group memberships are migrated

It’s an optional file, but is recommendedGenerate a starting point using /genconfig:MyConfig.xml and include all the migration manifestsTurn off components you don’t want to migrate

migrate=“no”

Make additional customizationsError control, profile control, etc.

Page 12: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Customizing USMT 4.0Command line options with MDT and ConfigMgr

Set task sequence variables with options to addOSDMigrateAdditionalCaptureOptions, OSDMigrateAdditionalRestoreOptions (ConfigMgr)ScanStateArgs, LoadStateArgs (Lite Touch)

Don’t duplicate options provided by defaultDon’t add logging parametersUse the provided mechanism for adding deployment manifests

OSDMigrateConfigFiles (ConfigMgr), USMTMigFiles (Lite Touch)USMTConfigFile (Lite Touch)

Watch out for conflicting optionsSpecify “Customize how user profiles are captured” with ConfigMgr to get rid of “/all”Some options might not be possible (e.g. changing encryption)

Make sure you specify appropriate paths to filesUSMT won’t go looking for them outside of the current working directory

Page 13: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Customizing USMT 4.0Creating custom manifests

From simple through complexUnconditional excludeMigrating files, folders and registry keysAdding detection rulesRun commands and scriptsHelper functions

GenerateDrivePatternsGenerateDocPatternsStartService, StopService, RegisterFonts, KillExplorer, RestartExplorer

Page 14: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Basic Custom XML-file

<migration urlid="http://www.microsoft.com/migration/1.0/migxmlext/filemig"> <component type="Application" context="System"> <displayName>File Migration Test</displayName> <role role="Data"> <rules context="System"> <include> <objectSet> <pattern type="File">C:\Demo1\* [filename.txt]</pattern> <pattern type="File">C:\Demo2\* [*]</pattern> </objectSet> </include> </rules> </role> </component> </migration>

Page 15: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Customizing USMT 4.0Troubleshooting common issues

USMT doesn’t support Office 2010Make sure you install the updatehttp://blogs.technet.com/b/mniehaus/archive/2011/02/02/usmt-4-0-support-for-office-2010.aspx

Bad user profiles can cause issues (delays, failures)Clean them up or tell USMT to ignore them with MIG_IGNORE_PROFILE_MISSING=1http://blogs.technet.com/b/deploymentguys/archive/2010/03/28/usmt-failures-due-to-bad-profile-list-entries.aspx http://blogs.technet.com/b/askds/archive/2011/04/14/usmt-pauses-at-quot-starting-the-migration-process-quot-for-many-minutes-then-works.aspx

OS settings don’t migrate with ConfigMgrWe talked about that one, MDT fixes it but you might need a fix for the fix, see Office 2010 link abovehttp://support.microsoft.com/kb/2018593

Page 16: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Customizing USMT 4.0Troubleshooting common issues

Printers, drive mappings, etc. don’t migrate offline

USMT migrates user data from removable drives even with /localonly

It migrates USB disks even with /localonly, use an unconditional excludehttp://blogs.technet.com/b/deploymentguys/archive/2009/04/29/excluding-usb-firewire-and-other-drives-from-usmt-capture.aspx

Shortcuts to files on network drives don’t migrateKnown issue, you can modify MigUser.xml to remove section with IgnoreIrrelevantLinks (but then all links are retained, even invalid ones)

USMT fails with some half-hour timezonesInstall the USMT update for Office 2010, it fixes this too

Page 17: Howard Carter Senior Consultant Hcarter@microsoft.com Overview and Guidelines – User State Migration Tool (USMT)

Q u e s t i o n s ?

Speaker Blog: http://blogs.technet.com/b/deploymentguys/

Email: [email protected]

Please don’t forget your evaluations …

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