Apple MAC OS X SERVER 10.5 System Imaging And Software Update Administration

Mac OS X Server
System Imaging and Software Update Administration
For Version 10.5 Leopard
K
Apple Inc.
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Contents

1
Preface 9 About This Guide
9
What’s New in System Imaging and Software Update
9
What’s in This Guide
10
Using This Guide
10
Using Onscreen Help
11
Mac OS X Server Administration Guides
12
Viewing PDF Guides on Screen
12
Printing PDF Guides
13
Getting Documentation Updates
13
Getting Additional Information
Part I System Imaging Administration
Chapter 1 17 Understanding System Imaging
18
Inside NetBoot Service
18 18 19 19 19
20
21
21 22 22 22 22 23 23 24 24 24
Disk Images NetBoot Share Points Using NetBoot and NetInstall Images on Other Servers Client Information File Shadow Files NetBoot Image Folder Property List File Boot Server Discovery Protocol (BSDP) BootP Server Boot Files Trivial File Transfer Protocol Using Images Stored on Other Servers
Security NetInstall Images Tools for Managing NetBoot Service
Server Admin
Workgroup Manager
3
25 25
System Image Utility
Command-Line Tools
Chapter 2 27 Creating NetBoot and NetInstall Images
27
Using System Image Utility
27
Creating Images
27 29 30
31 32 32 33 34 34 34 35 36 36 37 37 38 38 38 39 39 40
41
41
41
Creating NetBoot Images Creating NetInstall Images
Creating an Image from a Configured Computer Understanding Workflows Workflow Components
Configuring the Customize Package Selection Action
Configuring the Define Image Source Action
Configuring the Add Packages and Post-Install Scripts Action
Configuring the Add User Account Action
Configuring the Apply System Configuration Settings Action
Configuring the Create Image Action
Configuring the Enable Automated Installation Action
Configuring the Filter Clients by MAC Address Action
Configuring the Filter Computer Models Action
Configuring the Partition Disk Action Assembling Workflows
Adding Existing Workflows
Adding Existing Workflows
Removing Workflows
Assembling an Image Workflow Adding Software to NetBoot and NetInstall Images
About Packages
Creating Packages
Viewing the Contents of a Package
Chapter 3 43 Setting Up NetBoot Service
43
Setup Overview
45
Before Setting Up NetBoot Service
45 45 46 46 46 47 48 48 48
4
What You Must Know
Client Computer Requirements
Network Hardware Requirements
Network Service Requirements
Capacity Planning
Serial Number Considerations Turning NetBoot Service On Setting Up NetBoot Service
Configuring General Settings
Contents
49 49 50 50
51
51 52 52 53 53 54 55 55
Configuring Images Settings Configuring Filters Settings Configuring Logging Settings Starting NetBoot and Related Services
Managing Images
Enabling Images Choosing Where Images Are Stored Choosing Where Shadow Files Are Stored Using Images Stored on Remote Servers Specifying the Default Image
Setting an Image for Diskless Booting Restricting NetBoot Clients by Filtering Addresses Setting Up NetBoot Service Across Subnets
Chapter 4 57 Setting Up Clients to Use NetBoot and NetInstall Images
57
Setting Up Diskless Clients
57
Selecting a NetBoot Boot Image
58
Selecting a NetInstall Image
58
Starting Up Using the N Key
59
Changing How NetBoot Clients Allocate Shadow Files
Chapter 5 61 Managing NetBoot Service
61
Controlling and Monitoring NetBoot
61 62 62 63 63 64 64 64 64 65 66 67
Turning Off NetBoot Service Disabling a Boot or Installation Image Viewing a List of NetBoot Clients Viewing a List of NetBoot Connections Checking the Status of NetBoot and Related Services Viewing the NetBoot Service Log
Performance and Load Balancing
Load Balancing NetBoot Images Distributing NetBoot Images Across Servers Distributing NetBoot Images Across Server Disk Drives Balancing NetBoot Image Access Distributing Shadow Files
Chapter 6 69 Solving System Imaging Problems
69
General Tips
69
If NetBoot Client Computers Won’t Start
70
If You Want to Change the Image Name
70 70
Changing the Name of an Uncompressed Image Changing the Name of a Compressed Image
Contents
5
Part II Software Update Administration
Chapter 7 75 Understanding Software Update Administration
75
Inside the Software Update Process
76 76 76 77 77 77 77 77 78 78 Tools for Managing Software Update Service 78 Server Admin 79 Workgroup Manager 79 Command-Line Tools
Chapter 8 81 Setting Up the Software Update Service
81 Setup Overview 82 Before Setting Up Software Update 82 What You Must Know 83 Client Computer Requirements 83 Network Hardware Requirements 83 Capacity Planning 84 Before Setting Up Software Update 84 Consider Which Software Update Packages to Offer 84 Software Update Storage 85 Organize Your Enterprise Client Computers 85 Turning Software Update Service On 86 Setting Up Software Update 86 Configuring General Settings 87 Configuring Updates Settings 87 Starting Software Update 88 Pointing Unmanaged Clients to a Software Update Server
Overview Catalogs Installation Packages Staying Up-To-Date with the Apple Server Limiting User Bandwidth Revoked Files Software Update Package Format Log Files
Information That Is Collected
Chapter 9 89 Managing the Software Update Service
89 Manually Refreshing the Updates Catalog from the Apple Server 90 Checking the Status of the Software Update Service 90 Stopping the Software Update Service 90 Limiting User Bandwidth for the Software Update Service
91 Automatically Copying and Enabling Updates from Apple
91 Copying and Enabling Selected Updates from Apple
6
Contents
92 Removing Obsolete Software Updates 92 Removing Updates from a Software Update Server 93 Identifying Individual Software Update Files
Chapter 10 95 Solving Software Update Service Problems
95 General Tips 95 If a Client Computer Can’t Access the Software Update server 95 If the Software Update Server Won’t Sync with the Apple Server 95 If Update Packages That the Software Update Server Lists Aren’t Visible to Client
Computers
Index 10 3
Contents 7
8 Contents

About This Guide

This guide describes how to configure and use NetBoot and NetInstall images within Mac OS X Server. It also describes the Software Update service you can set up using Mac OS X Server.
Mac OS X Server v10.5 Leopard includes NetBoot service supporting NetBoot and NetInstall images and the improved System Image Utility—a stand-alone utility used to create Install and Boot images used with NetBoot service.
Mac OS X Server v10.5 Leopard is Apple’s Software Update Server. It is designed as a source for Apple Software Updates managed on your network. With Software Update service, you can directly manage which Apple Software Updates users on your network can access and apply to their computers.
Preface

What’s New in System Imaging and Software Update

NetBoot service, System Imaging Utility, and Software Update service in Mac OS X Server v10.5 Leopard include the following valuable new features:
 System Image Utility has major user interface enhancements.
 System Image Utility allows auto-partitioning.
 System Image Utility can add files and preinstall scripts to a NetInstall image.
 System Image Utility provides address filtering for images. Served images can be
made visible to certain clients on a per image basis.

What’s in This Guide

This guide is organized as follows:
 Part I—System Imaging Administration. The chapters in this part of the guide
introduce you to system imaging and the applications and tools available for administering system imaging services.
9
 Part II—Software Update Administration. The chapters in this part of the guide
introduce you to the Software Update service and the applications and tools available for administering it.
Note: Because Apple periodically releases new versions and updates to its software, images shown in this book may be different from what you see on your screen.

Using This Guide

The following list contains suggestions for using this guide:
 Read the guide in its entirety. Subsequent sections might build on information and
recommendations discussed in prior sections.
 The instructions in this guide should always be tested in a nonoperational
environment before deployment. This non-production environment should simulate, as much as possible, the environment where this NetBoot/NetInstall environment will be deployed.

Using Onscreen Help

You can get task instructions onscreen in Help Viewer while you’re managing Leopard Server. You can view help on a server or an administrator computer. (An administrator computer is a Mac OS X computer with Leopard Server administration software installed on it.)
To get help for an advanced configuration of Leopard Server:
m Open Server Admin or Workgroup Manager and then:
 Use the Help menu to search for a task you want to perform.
 Choose Help > Server Admin Help or Help > Workgroup Manager Help to browse
and search the help topics.
The onscreen help contains instructions taken from Server Administration and other advanced administration guides described in “Mac OS X Server Administration Guides,” next.
To see the most recent server help topics:
m Make sure the server or administrator computer is connected to the Internet while
you’re getting help.
Help Viewer automatically retrieves and caches the most recent server help topics from the Internet. When not connected to the Internet, Help Viewer displays cached help topics.
10 Preface About This Guide
Mac OS X Server Administration Guides
Getting Started covers installation and setup for standard and workgroup configurations of Product Name. For advanced configurations, Server Administration covers planning, installation, setup, and general server administration. A suite of additional guides, listed below, covers advanced planning, setup, and management of individual services.
You can get these guides in PDF format from the Mac OS X Server documentation website:
www.apple.com/server/documentation
This guide ... tells you how to:
Getting Started and Installation & Setup Worksheet
Command-Line Administration Install, set up, and manage Mac OS X Server using UNIX command-
File Services Administration Share selected server volumes or folders among server clients
iCal Service Administration Set up and manage iCal shared calendar service.
iChat Service Administration Set up and manage iChat instant messaging service.
Mac OS X Security Configuration Make Mac OS X computers (clients) more secure, as required by
Mac OS X Server Security Configuration
Mail Service Administration Set up and manage IMAP, POP, and SMTP mail services on the
Network Services Administration Set up, configure, and administer DHCP, DNS, VPN, NTP, IP firewall,
Open Directory Administration Set up and manage directory and authentication services, and
Podcast Producer Administration Set up and manage Podcast Producer service to record, process,
Print Service Administration Host shared printers and manage their associated queues and print
QuickTime Streaming and Broadcasting Administration
Server Administration Perform advanced installation and setup of server software, and
System Imaging and Software Update Administration
Install Mac OS X Server and set it up for the first time.
line tools and configuration files.
using the AFP, NFS, FTP, and SMB protocols.
enterprise and government customers.
Make Product Name and the computer it’s installed on more secure, as required by enterprise and government customers.
server.
NAT, and RADIUS services on the server.
configure clients to access directory services.
and distribute podcasts.
jobs.
Capture and encode QuickTime content. Set up and manage QuickTime streaming service to deliver media streams live or on demand.
manage options that apply to multiple services or to the server as a whole.
Use NetBoot, NetInstall, and Software Update to automate the management of operating system and other software used by client computers.
Preface About This Guide 11
This guide ... tells you how to:
Upgrading and Migrating Use data and service settings from an earlier version of Product
Name or Windows NT.
User Management Create and manage user accounts, groups, and computers. Set up
managed preferences for Mac OS X clients.
Web Technologies Administration Set up and manage web technologies, including web, blog,
webmail, wiki, MySQL, PHP, Ruby on Rails, and WebDAV.
Xgrid Administration and High Performance Computing
Mac OS X Server Glossary Learn about terms used for server and storage products.
Set up and manage computational clusters of Xserve systems and Mac computers.

Viewing PDF Guides on Screen

While reading the PDF version of a guide onscreen:
 Show bookmarks to see the guide’s outline, and click a bookmark to jump to the
corresponding section.
 Search for a word or phrase to see a list of places where it appears in the document.
Click a listed place to see the page where it occurs.
 Click a cross-reference to jump to the referenced section. Click a web link to visit the
website in your browser.

Printing PDF Guides

If you want to print a guide, you can take these steps to save paper and ink:
 Save ink or toner by not printing the cover page.
 Save color ink on a color printer by looking in the panes of the Print dialog for an
option to print in grays or black and white.
 Reduce the bulk of the printed document and save paper by printing more than one
page per sheet of paper. In the Print dialog, change Scale to 115% (155% for Getting Started). Then choose Layout from the untitled pop-up menu. If your printer supports two-sided (duplex) printing, select one of the Two-Sided options. Otherwise, choose 2 from the Pages per Sheet pop-up menu, and optionally choose Single Hairline from the Border menu. (If you’re using Mac OS X v10.4 or earlier, the Scale setting is in the Page Setup dialog and the Layout settings are in the Print dialog.)
You may want to enlarge the printed pages even if you don’t print double sided, because the PDF page size is smaller than standard printer paper. In the Print dialog or Page Setup dialog, try changing Scale to 115% (155% for Getting Started, which has CD-size pages).
12 Preface About This Guide

Getting Documentation Updates

Periodically, Apple posts revised help pages and new editions of guides. Some revised help pages update the latest editions of the guides.
 To view new onscreen help topics for a server application, make sure your server or
administrator computer is connected to the Internet and click “Latest help topics” or “Staying current” in the main help page for the application.
 To download the latest guides in PDF format, go to the Mac OS X Server
documentation website:
www.apple.com/server/documentation

Getting Additional Information

For more information, consult these resources:
 Read Me documents—important updates and special information. Look for them on
the server discs.
 Mac OS X Server website (www.apple.com/server/macosx)—gateway to extensive
product and technology information.
 Mac OS X Server Support website (www.apple.com/support/macosxserver)—access to
hundreds of articles from Apple’s support organization.
 Apple Training website (www.apple.com/training)—instructor-led and self-paced
courses for honing your server administration skills.
 Apple Discussions website (discussions.apple.com)—a way to share questions,
knowledge, and advice with other administrators.
 Apple Mailing Lists website (www.lists.apple.com)—subscribe to mailing lists so you
can communicate with other administrators using email.
 Open Source website (developer.apple.com/darwin/)—Access to Darwin open source
code, developer information, and FAQs.
Preface About This Guide 13
14 Preface About This Guide
Part I: System Imaging
Administration
The chapters in this part of the guide introduce you to system imaging and the applications and tools available for administering system imaging services.
Chapter 1 Understanding System Imaging
Chapter 2 Creating NetBoot and NetInstall Images
Chapter 3 Setting Up NetBoot Service
Chapter 4 Setting Up Clients to Use NetBoot and NetInstall Images
Chapter 5 Managing NetBoot Service
Chapter 6 Solving System Imaging Problems
I

1 Understanding System Imaging

1
This chapter describes how to start client computers using an operating system stored on a server and how to install software on client computers over the network.
The NetBoot and NetInstall features of Mac OS X Server offer you alternatives for managing the operating system and application software that your Macintosh clients (or even other servers) require to start and do their work.
Instead of going from computer to computer to install operating system and application software from CDs, you can prepare an installation image that installs on each computer when it starts up.
You can also choose to not install software and have client computers start (or boot) from an image stored on the server. (In some cases, clients don’t even need their own disk drives.)
Using NetBoot and NetInstall, your client computers can start from a standardized Mac OS configuration suited to specific tasks. Because the client computers start from the same image, you can quickly update the operating system for users by updating a single boot image.
A boot image is a file that looks and acts like a mountable disk or volume. NetBoot images contain the system software needed to act as a startup disk for client computers over the network.
An installation image is an image that starts up the client computer long enough to install software from the image. The client can then start up from its own hard drive.
Boot images (NetBoot) and installation images (NetInstall) are different kinds of disk images. The main difference is that a .dmg file is a proper disk image and a .nbi folder is a bootable network volume (which in the end contains a .dmg disk image file). Disk images are files that behave like disk volumes.
17
You can set up multiple NetBoot or NetInstall images to suit the needs of different groups of clients or provide copies of the same image on multiple NetBoot servers to distribute the client startup load.
NetBoot service can be used with NetBoot and NetInstall images along with Mac OS X client management services to provide a personalized work environment for each user. For information about client management services, see User Management.
You can use the following Mac OS X Server applications to set up and manage NetBoot and NetInstall:
 System Image Utility to create Mac OS X NetBoot and NetInstall disk images. This
utility is installed with Mac OS X Server software in the /Applications/Server/ folder.
 Server Admin to enable and configure NetBoot service and supporting services. This
utility is installed with Mac OS X Server software in the /Applications/Server/ folder.
 PackageMaker to create package files that you use to add software to disk images.
This utility is provided on the Mac OS X Server Administration Tools CD.
 Property List Editor to edit property lists such as NBImageInfo.plist. This utility is
included on the Mac OS X Server Administration Tools CD.

Inside NetBoot Service

This section describes how NetBoot service is implemented on Mac OS X Server, including information about the protocols, files, folder structures, and configuration details.

Disk Images

The disk images contain the system software and applications used over the network by client computers. These tools can be installed on a client computer with the Mac OS X Server Administration Tools CD. The name of a disk image file typically ends in .img or .dmg. Disk Utility—part of Mac OS X—can mount disk image files as volumes on the desktop.
You use System Image Utility to create Mac OS X NetBoot or NetInstall images, using a Mac OS X installation disc or an existing system volume as the source. See “Creating Images” on page 27.

NetBoot Share Points

NetBoot service sets up share points to make images and shadow files available to clients. Shadow files are used for NetBoot clients that don’t use their local hard drives to write out data when booted.
NetBoot service creates share points for storing NetBoot and NetInstall images in /Library/NetBoot/ on each volume you enable and names them NetBootSPn, where n is 0 for the first share point and increases by 1 for each extra share point.
18 Chapter 1 Understanding System Imaging
For example, if you decide to store images on three server disks, NetBoot service sets up three share points named NetBootSP0, NetBootSP1, and NetBootSP2.
The share points for client shadow files are also created in /Library/NetBoot/ and are named NetBootClientsn.
You can create and enable NetBootSPn and NetBootClientsn share points on other server volumes using the NetBoot service General settings in Server Admin.
WARNING: Don’t rename a NetBoot share point or the volume it resides on. Don’t
stop sharing a NetBoot share point unless you first deselect the share point for images and shadow files in Server Admin.

Using NetBoot and NetInstall Images on Other Servers

You can also specify the path of a NetBoot image residing on a different NFS server. When creating image files, you can specify which server the image will reside on. See “Using Images Stored on Remote Servers” on page 53.

Client Information File

NetBoot service gathers information about a client the first time a client selects a NetBoot or NetInstall volume to start from the Startup Disk. NetBoot service stores this information in the /var/db/bsdpd_clients file.

Shadow Files

Many clients can read from the same NetBoot image, but when a client must write back to its startup volume (such as print jobs and other temporary files), NetBoot service redirects the written data to the client’s shadow files, which are separate from regular system and application software.
Shadow files preserve the unique identity of each client while it is running from a NetBoot image. NetBoot service transparently maintains changed user data in shadow files while reading unchanged data from the shared system image. Shadow files are recreated at startup, so changes made to a user’s startup volume are lost at restart.
For example, if a user saves a document to the startup volume, after a restart that document will be gone. This behavior preserves the condition of the environment the administrator set up. Therefore users must have accounts on a file server on the network to save documents.
Balancing the Shadow File Load
NetBoot service creates an AFP share point on each server volume you specify (see “Choosing Where Shadow Files Are Stored” on page 52) and distributes client shadow files across them as a way of balancing the load for NetBoot clients. There is no performance gain if the volumes are partitions on the same disk. See “Distributing Shadow Files” on page 67.
Chapter 1 Understanding System Imaging 19
Allocation of Shadow Files for Mac OS X NetBoot Clients
When a client computer starts from a Mac OS X NetBoot image, it creates shadow files on a server NetBootClientsn share point or, if no share point is available, on a drive local to the client. For information about changing this behavior, see “Choosing Where Shadow Files Are Stored” on page 52.

NetBoot Image Folder

When you create a Mac OS X NetBoot image with System Image Utility, the utility creates a NetBoot image folder whose name ends with “.nbi” and stores in it the NetBoot image with other files (see the following table) required to start a client computer over the network.
File Description
booter Startup file that the firmware uses to begin the startup process
mach.macosx UNIX kernel
mach.macosx.mkext Drivers
System.dmg Startup image file (can include application software)
NBImageInfo.plist Property list file
System Image Utility stores the folder whose name ends with .nbi on the NetBoot server in /Library/NetBoot/NetBootSPn/image.nbi (where n is the volume number and image is the name of the image). You can save directly to this folder or you can create the image elsewhere (even on another computer) and copy it to the /Library/NetBoot/NetBootSPn folder at a later time.
Files for PowerPC-based Macintosh computers are stored under the ppc folder for Leopard images, while previous images may have the PowerPC files stored in the root of the .nbi folder. Files for Intel-based Macintosh computers are stored in the i386 folder.
You use System Image Utility to set up NetBoot image folders. The utility lets you:
 Name the image
 Choose the image type (NetBoot or NetInstall)
 Provide an image ID
 Choose the default language
 Choose the computer models the image will support
 Create unique sharing names
 Specify a default user name and password
 Enable automatic installation for installation images
 Add package or preinstalled applications
For more information, see “Creating NetBoot Images” on page 27.
20 Chapter 1 Understanding System Imaging

Property List File

The property list file (NBImageInfo.plist) stores image properties. The following table gives more information about the property list for Mac OS X image files.
Property Type Description
Architectures Array An array of strings of the architectures the image supports.
BootFile String Name of boot file: booter.
Index Integer 1–4095 indicates a local image unique to the server.
4096–65535 is a duplicate, identical image stored on multiple servers for load balancing.
IsDefault Boolean True specifies this image file as the default boot image on the subnet.
IsEnabled Boolean Sets whether the image is available to NetBoot (or Network Image)
clients.
IsInstall Boolean Tru e specifies a Network Install image; False specifies a NetBoot image.
Name String Name of the image as it appears in the Mac OS X Preferences pane.
RootPath String Specifies the path to the disk image on the server, or the path to an
image on another server. See “Using Images Stored on Other Servers” on page 22.
Type String NFS or HTTP.
SupportsDiskless Boolean True directs the NetBoot server to allocate space for the shadow files
needed by diskless clients.
Description String Text describing the image.
Language String A code specifying the language to be used while starting from the
image.
Initial values in NBImageInfo.plist are set by System Image Utility and you usually don’t need to change the property list file directly. Some values are set by Server Admin. If you must edit a property list file, you can use TextEdit or Property List Editor, found in the Utilities folder on the Mac OS X Server Administration Tools CD.

Boot Server Discovery Protocol (BSDP)

NetBoot service uses an Apple-developed protocol based on DHCP known as Boot Server Discovery Protocol (BSDP). This protocol provides a way of discovering NetBoot servers on a network.
NetBoot clients obtain their IP information from a DHCP server and their NetBoot information from BSDP. BSDP offers built-in support for load balancing. See “Performance and Load Balancing” on page 64.
Chapter 1 Understanding System Imaging 21

BootP Server

NetBoot service uses a BootP server (bootpd) to provide necessary information to client computers when they try to start from an image on the server.
If you have BootP clients on your network and they request an IP address from the NetBoot BootP server, this request will fail because the NetBoot BootP server doesn’t have addresses to offer. To prevent the NetBoot BootP server from responding to requests for IP addresses, use the dscl command-line tool to open the local folder on the NetBoot server and add a key named bootp_enabled with no value to the /config/
folder.
dhcp/

Boot Files

When you create a Mac OS X NetBoot image with System Image Utility, the utility generates the following boot files and stores them on the NetBoot server in /Library/ NetBoot/NetBootSPn/image.nbi (where n is the volume number and image is the name of the image):
 booter
 mach.macosx
 mach.macosx.mkext
Note: If you turn on NetBoot service when installing Mac OS X Server, the installer creates the NetBootSP0 share point on the server boot volume. Otherwise, you can set up NetBootSPn share points by choosing where to store NetBoot images from the list of volumes in the General pane of NetBoot service settings in Server Admin.

Trivial File Transfer Protocol

NetBoot service uses Trivial File Transfer Protocol (TFTP) to send boot files from the server to the client. When you start a NetBoot client, the client sends a request for startup software. The NetBoot server then delivers the booter file to the client using TFTP default port 69.
Client computers access the startup software on the NetBoot server from the location where the image was saved.
These files are typically stored in the /private/tftpboot/NetBoot/NetBootSPn/ folder. This path is a symbolic link to Library/NetBoot/NetBootSPn/image.nbi (where n is the volume number and image is the name of the image).

Using Images Stored on Other Servers

You can store Mac OS X NetBoot or NetInstall images on NFS servers other than the NetBoot server. For more information, see “Using Images Stored on Remote Servers” on page 53.
22 Chapter 1 Understanding System Imaging

Security

You can restrict access to NetBoot service on a case-by-case basis by listing the hardware addresses (also known as the Ethernet or MAC addresses) of computers that you want to permit or deny access to.
The hardware address of a client computer is added to the NetBoot Filtering list when the client starts up using NetBoot and is, by default, enabled to use NetBoot service. You can specify other services. See “Restricting NetBoot Clients by Filtering Addresses” on page 55.

NetInstall Images

A NetInstall image is an image that starts up the client computer long enough to install software from the image. The client can then start up from its own hard drive. Just as a NetBoot image replaces the role of a hard drive, a NetInstall image is a replacement for an installation DVD.
Like a bootable CD, NetInstall is a convenient way to reinstall the operating system, applications, or other software onto the local hard drive. For system administrators deploying large numbers of computers with the same version of Mac OS X, NetInstall can be very useful. NetInstall does not require the insertion of a CD into each NetBoot client because startup and installation information is delivered over the network.
When you create a NetInstall image with System Image Utility, you can automate the installation process by limiting interaction at the client computer.
Because an automatic network installation can be configured to erase the contents of the local hard drive before installation, data loss can occur. You must control access to this type of NetInstall image and must communicate the implications of using them to those using these images. Before using automatic network installations, it is always wise to inform users to back up critical data.
You can perform software installations using NetInstall using a collection of packages or an entire disk image (depending on the source used to create the image).
For more information about preparing NetInstall images to install software over the network, see “Creating NetInstall Images” on page 29.
Chapter 1 Understanding System Imaging 23

Tools for Managing NetBoot Service

The Server Admin and System Image Utility applications provide a graphical interface for managing NetBoot service in Mac OS X Server. In addition, you can manage NetBoot service from the command line by using Terminal.
These applications are included with Mac OS X Server and can be installed on another computer with Mac OS X v10.5 or later, making that computer an administrator computer. For more information about setting up an administrator computer, see the server administration chapter of Getting Started.

Server Admin

The Server Admin application provides access to tools you use to set up, manage, and monitor NetBoot service and other services. You use Server Admin to:
 Set up Mac OS X Server as a DHCP server and configure NetBoot service to use
NetBoot and NetInstall images. For instructions, see Chapter 3, “Setting up NetBoot Service.”
 Manage and monitor NetBoot service. For instructions, see Chapter 5, “Managing
NetBoot Service.”
For more information about using Server Admin, see Server Administration. This guide includes information about:
 Opening and authenticating in Server Admin
 Working with specific servers
 Administering services
 Using SSL for remote server administration
 Customizing the Server Admin environment
Server Admin is installed in /Applications/Server/.

Workgroup Manager

The Workgroup Manager application provides comprehensive management of clients of Mac OS X Server. For basic information about using Workgroup Manager, see User Management. This includes:
 Opening and authenticating in Workgroup Manager
 Administering accounts
 Customizing the Workgroup Manager environment
Workgroup Manager is installed in /Applications/Server/.
24 Chapter 1 Understanding System Imaging

System Image Utility

System Image Utility is a tool you use to create and customize NetBoot and NetInstall images. With System Image Utility, you can:
 Create NetBoot images that can be booted to the Finder.
 Create NetInstall images from a DVD or existing Mac OS X partition.
 Assemble a workflow that creates customized NetBoot and NetInstall images.
For instructions on using System Image Utility, see Chapter 2.
System Image Utility is installed in /Applications/Server/.

Command-Line Tools

A full range of command-line tools is available for administrators who prefer to use command-driven server administration. For remote server management, submit commands in a secure shell (SSH) session. You can enter commands on Mac OS X servers and computers using the Terminal application, located in the /Applications/ Utilities/ folder.
For information about useful command-line tools, see Command-Line Administration.
Chapter 1 Understanding System Imaging 25
26 Chapter 1 Understanding System Imaging
2 Creating NetBoot and NetInstall
Images
2
This chapter provides instructions for preparing NetBoot or NetInstall images you can use with NetBoot service.
You can set up multiple NetBoot or NetInstall images to suit the needs of different groups of clients or to provide copies of the same image on multiple servers to distribute the client startup load. Using NetBoot service, you can provide a personalized work environment for each client computer user.

Using System Image Utility

System Image Utility is a tool you use to create and customize NetBoot and NetInstall images.
With System Image Utility, you can:
 Create NetBoot images that can be booted to the Finder.
 Create NetInstall images from a DVD or existing Mac OS X partition.
 Assemble a workflow that creates customized NetBoot and NetInstall images.

Creating Images

To create system and software images to use with NetBoot service, you use System Image Utility.
 Creating NetBoot Images.
 Creating NetInstall Images.
Note: To create an image, you must have valid Mac OS X 10.5 image sources (either volumes or installation DVDs). You cannot create an image of the startup disk you are running on.

Creating NetBoot Images

You can create NetBoot images of Mac OS X that are then used to start client computers over the network.
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You can also assemble a workflow to create a NetBoot image that permits advanced customization of your images. For more information, see “Understanding Workflows” on page 31.
Note: You must purchase a Mac OS X user license for each client that starts from a NetBoot or NetInstall disk image.
To create a NetBoot image:
1 Log in as an administrator user.
2 Open System Image Utility (in the /Applications/Server/ folder).
3 In the left sidebar select the image source.
If no image sources are listed, make sure you have inserted a valid Mac OS X v10.5 or later installation DVD or have mounted a valid Mac OS X v10.5 or later boot volume.
Note: To create an image, you must have valid Mac OS X v10.5 image sources (either volumes or installation DVDs). You cannot create an image of the startup disk you are running on.
4 Select NetBoot Image and click Continue.
5 In the Image Name field, enter a name for your image.
This name identifies the image in the Startup Disk preferences pane on client computers.
6 (Optional) In the Description field, enter notes or other information to help you
characterize the image.
Clients can’t see the description information.
7 If the image will be served from more than one server select the checkbox below the
description field.
This option generates an index ID for NetBoot server load balancing.
8 If your source volume is a Mac OS X Installation DVD, enter a user name, short name,
and password (in the Password and Verify fields) for the administrator account in Create Administrator Account.
You can log in to a booted client using this account.
9 Click Create.
10 In the Save As dialog, choose where to save the image.
If you don’t want to use the image name you entered earlier, change it by entering a new name in the Save As field.
NetBoot service must be configured on a network port and Server Admin must be set to serve images from a volume for this option to appear in the pop-up menu. For more information, see “Setting Up NetBoot Service” on page 48.
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To save the image somewhere else, choose a location from the Where pop-up menu or click the triangle next to the Save As field and navigate to a folder.
11 Click Save and authenticate if prompted.
Important: Do not attempt to edit content in the image destination folder while the
image is being created.

Creating NetInstall Images

Use System Image Utility to create a NetInstall image that you can use to install software on client computers over the network. You can find this application in the /Applications/Server/ folder.
To create a NetInstall image:
1 Log in as an administrator user.
2 Open System Image Utility (in the /Applications/Server/ folder).
3 In the left sidebar select the image source.
If no image sources are listed, make sure you have inserted a valid Mac OS X v10.5 or later installation DVD or have mounted a valid Mac OS X v10.5 or later boot volume.
Note: To create an image, you must have valid Mac OS X v10.5 image sources (either volumes or installation DVDs). You cannot create an image of the startup disk you are running on.
4 Select NetInstall Image and click Continue.
5 In the Image Name field, enter a name for your image.
This name identifies the image in the Startup Disk preferences pane on client computers.
6 (Optional) In the Description field, enter notes or other information to help you
characterize the image.
Clients can’t see the description information.
7 If the image will be served from more than one server, select the checkbox below the
description field.
This assigns an index ID to the image for NetBoot service load balancing.
8 Click Create.
9 In the Save As dialog, choose where to save the image.
If you don’t want to use the image name you entered earlier, change it by entering a new name in the Save As field.
If you’re creating the image on the same server that will serve it, choose a volume from the “Serve from NetBoot share point on” pop-up menu.
Chapter 2 Creating NetBoot and NetInstall Images 29
NetBoot service must be configured on a network port and Server Admin must be set to serve images from a volume for this option to appear in the pop-up menu. For more information, see “Setting Up NetBoot Service” on page 48.
To save the image somewhere else, choose a location from the Where pop-up menu or click the triangle next to the Save As field and navigate to a folder.
10 Click Save and authenticate if prompted.
Important: Do not attempt to edit content in the image destination folder while the
image is being created.

Creating an Image from a Configured Computer

If you have a client computer that’s configured for users, you can use System Image Utility to create a NetBoot or NetInstall image based on that client configuration.
You must start up from a volume other than the one you’re using as the image source. For example, you could start up from an external FireWire hard disk or a second partition on the client computer hard disk. You can’t create the image on a volume over the network.
To create an image based on an existing system:
1 Start up the computer from a partition other than the one you’re imaging.
2 Install System Image Utility on the client computer from the Mac OS X Server
Administration Tools CD.
3 Open System Image Utility on the client computer (in the /Applications/Server/ folder).
4 In the left sidebar select the image source.
If no image sources are listed, make sure you have inserted a valid Mac OS X v10.5 or later installation DVD or have mounted a valid Mac OS X v10.5 or later boot volume.
Note: To create an image, you must have valid Mac OS X v10.5 image sources (either volumes or installation DVDs). You cannot create an image of the startup disk you are running on.
5 From the expanded list, select the image source.
6 Select NetBoot Image or NetInstall Image and click Continue.
Select NetBoot if your client computers will start up from this image.
Select NetInstall if your image will be installed on a computer disk drive.
7 In the Image Name field, enter a name for your image.
This name identifies the image in the Startup Disk preferences pane on client computers.
8 (Optional) In the Description field, enter notes or other information to help you
characterize the image.
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