Microsoft System Center 2012 Configuration Manager - Brian Mason - E-Book

Microsoft System Center 2012 Configuration Manager E-Book

Brian Mason

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Beschreibung

Microsoft System Center 2012 Configuration Manager (CM12) is a systems management application for managing large groups of Windows-based computer systems. System Center 2012 Configuration Manager provides remote control, patch management, software distribution, operating system deployment, network access protection, and hardware and software inventory.
This practical cookbook shows you how to administer System Center 2012 Configuration Manager and understand how to solve particular problems/scenarios
Packed with over 50 task-based and immediately reusable recipes, this book starts by showing you how to design a System Center 2012 Configuration Manager Infrastructure. The book then dives into topics such as recommended SQL configuration for System Center 2012 Configuration Manager, deploying Windows 7 with Operating System Deployment (OSD), deploying Applications and Software Updates, managing Compliance Settings, managing Sites and managing Inventory amongst others.

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Veröffentlichungsjahr: 2012

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Table of Contents

Microsoft System Center 2012 Configuration Manager: Administration Cookbook
Credits
About the Authors
About the Reviewers
www.PacktPub.com
Support files, eBooks, discount offers and more
Why Subscribe?
Free Access for Packt account holders
Instant Updates on New Packt Books
Preface
What this book covers
What you need for this book
Who this book is for
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Designing a System Center 2012 Configuration Manager Infrastructure
Introduction
Dividing up site system roles
Getting ready
How to do it...
How it works...
There's more...
Offloading the SUP
Offloading Endpoint Protection
Offloading SQL Reporting Services
See also
Creating migration jobs
Getting ready
How to do it...
How it works...
There's more...
Using multiple sites
Re-migrating objects
DP sharing
See also
Installing SQL the right way
Getting ready
How to do it...
How it works...
There's more...
Installing SQL with an unattend file
Setting some limits
SQL file layout
Helping SQL
See also
Managing Internet-facing clients
Getting ready
How to do it...
How it works...
See also
Using remote and workstation distribution points, and BranchCache
Getting ready
How to do it...
How it works…
There's more...
When to choose BranchCache
When to choose a workstation distribution point
When to choose a server-class distribution point
See also
2. Deploying Windows 7 with Operating System Deployment
Introduction
Creating an OSD test environment
Getting ready
How to do it...
How it works...
There's more...
The reference image in a VM
The production build in a VM
Leveraging the build and capture process
Getting ready
How to do it...
How it works...
There's more...
Creating bootable media
Deploying the task sequence to a device collection
Starting the build process, and troubleshooting information
See also
Migrating user state
Getting ready
How to do it...
How it works...
There's more...
See also
Managing drivers
Getting ready
How to do it...
How it works...
There's more...
Auto Apply Drivers
Applying a driver package
Customizing with WMI conditional statements
See also
Customizing the build process with prestart hooks
Getting ready
How to do it...
How it works...
There's more...
See also
Patching your reference build
Getting ready
How to do it...
How it works...
See also
Leveraging the Microsoft Deployment Toolkit with CM12 OSD
Getting ready
How to do it...
How it works...
There's more...
See also
3. Deploying Applications and Software Updates
Introduction
Creating applications and deployment types
Getting ready
How to do it...
How it works...
There's more...
Creating deployment types
Specifying application settings
Distributing an application to your DPs
Deploying an application to workstations
See also
Managing Software Center and Application Catalog
How to do it...
There's more...
See also
Preparing for software updates
Getting ready
How to do it...
How it works...
There's more...
The Active Software Update Point
Enabling software updates on clients
Creating and monitoring software updates
Getting ready
How to do it...
How it works...
There's more...
Creating a software update deployment
Monitoring the deployment
See also
Leveraging Automatic Deployment Rules
Getting ready
How to do it...
How it works...
There's more...
Reducing collection dependencies with conditional rules and global conditions
Getting ready
How to do it...
How it works...
There's more...
Testing the application using a Simulated Deployment
Deploying custom updates
Getting ready
How to do it...
How it works...
There's more...
See also
Converting classic packages to applications
Getting ready
How to do it...
How it works...
There's more...
Creating and deploying Virtual Applications (App-V)
Getting ready
How to do it...
How it works...
Superseding applications
Getting ready
How to do it...
How it works...
Monitoring content and deployment status
Getting ready
How to do it...
How it works...
4. Managing Compliance Settings
Introduction
Building Configuration Items
Getting ready
How to do it...
How it works...
There's more...
Disabling the local guest account
Disabling Internet Connection Sharing
Verifying recent antivirus definition
See also
Creating and deploying a baseline
Getting ready
How to do it...
How it works...
There's more...
Piloting the baseline
Testing the baseline
Managing revisions
See also
Leveraging Security Compliance Manager
Getting ready
How to do it...
How it works...
There's more...
Adding an additional CI to the baseline
See also
Monitoring compliance with SSRS
Getting ready
How to do it...
How it works...
There's more...
Creating a file-based subscription
See also
5. Managing Sites
Introduction
Managing collections
Getting ready
How to do it...
How it works...
There's more...
Creating maintenance windows
Configuring power management
Configuring alerts
Import/export and copying collections
See also
Configuring site maintenance
Getting ready
How to do it...
How it works...
There's more...
Setting up a Network Access Account
Disabling unused Status Filter Rules
Designating a fallback site
See also
Managing site communications
Getting ready
How to do it...
There's more...
Configuring bandwidth restrictions on standalone DPs
Configuring discovery
Getting ready
How to do it...
How it works...
There's more...
Enabling Active Directory System Discovery
Enabling Active Directory User Discovery
Enabling Active Directory Group Discovery
See also
Managing Boundary Groups
Getting ready
How to do it...
How it works...
There's more...
Adding/editing Boundary Groups from the Boundaries node
See also
Managing role-based security
Getting ready
How to do it...
How it works...
There's more...
Creating scopes to manage security boundaries
Defining administrator groups
Setting security scopes on DPs
See also
Configuring the Application Catalog
Getting ready
How to do it...
How it works...
There's more...
See also
Managing and validating content for DPs and DP groups
Getting ready
How to do it...
How it works...
There's more...
Monitoring the content status
Monitoring DP group status
Monitoring the DP configuration status
Validating the content
See also
6. Managing Clients
Introduction
Deploying clients
Getting ready
How to do it...
How it works...
There's more...
Discovering computers
Configuring security
Pushing the client to a collection
Pushing the client to all computers automatically
See also
Managing client health
Getting ready
How to do it...
How it works...
There's more...
Viewing health in the console
Viewing health in SRS reports
Viewing alerts in the console
Disabling client remediation
See also
Managing client settings
Getting ready
How to do it...
How it works...
There's more...
Hiding all notifications
Deploying Endpoint Protection
See also
Monitoring client installation and activity
Getting ready
How to do it...
How it works...
There's more...
See also
Making use of user centric improvements
Getting ready
How to do it...
How it works...
There's more...
Associating users to devices
See also
Configuring power management
Getting ready
How to do it...
How it works...
There's more...
Copying Power Management settings from another computer
Enabling users to opt out of power management
Creating an "always on" collection
Configure wakeup time, but no other settings
Monitoring Power Management with Reporting
See also
7. Managing Inventory
Introduction
Managing hardware inventory
Getting ready
How to do it...
How it works...
There's more...
Extending hardware inventory
Using RegKeytoMof
Backing up your classes
See also
Managing software inventory
Getting ready
How to do it...
How it works...
There's more...
Adding new software inventory rules
Creating a software inventory rule with a custom client policy
Ignoring other options
See also
Managing software metering
Getting ready
How to do it...
How it works...
There's more...
Automatically creating metering rules based on recent usage data
Reviewing metering reports
Automating uninstall processes to remove unused software
Leveraging CCM_RecentlyUsedApps
Monitoring inventory data flow
Getting ready
How to do it...
Client
Management Point
Site
How it works...
There's more...
Integrating Asset Intelligence
Getting ready
How to do it...
How it works...
There's more...
Submitting applications to Microsoft for categorization
See also
8. Managing Reports and Queries
Introduction
Installing SQL Server Reporting Services (SSRS)
Getting ready
How to do it...
How it works...
There's more...
Remote SSRS – remote RSP
See also
Configuring Reporting Services
Getting ready…
How to do it…
Making the SSRS server an RSP
Saving your CAS or primary – cache reports
See also
Sharing your reports with others
Getting Ready…
How to do it…
Building queries
Getting ready
How to do it...
How it works...
There's more...
Creating subselect queries in T-SQL
Creating a WMI query
Creating a WMI-based query collection
Creating subselect queries in WMI
See also
Editing and creating reports
Getting ready
How to do it...
How it works...
There's more...
Creating a new report with Report Builder 3.0
Incorporating readability aids in your report
Uploading reports to the RSP
See also
Index

Microsoft System Center 2012 Configuration Manager: Administration Cookbook

Microsoft System Center 2012 Configuration Manager: Administration Cookbook

Copyright © 2012 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the authors, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: September 2012

Production Reference: 1180912

Published by Packt Publishing Ltd.

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ISBN 978-1-84968-494-1

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Cover Image by Tina Negus (<[email protected]>)

Credits

Authors

Brian Mason

Greg Ramsey

Reviewers

Torsten Meringer

Kim Oppalfens

Acquisition Editor

Robin de Jongh

Lead Technical Editor

Susmita Panda

Technical Editors

Vrinda Amberkar

Farhaan Shaikh

Copy Editor

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Project Coordinator

Michelle Quadros

Proofreader

Aaron Nash

Indexer

Rekha Nair

Production Coordinator

Melwyn D'sa

Cover Work

Melwyn D'sa

About the Authors

Brian Mason is a Systems Engineer at Wells Fargo where he manages over 350,000 resources with CM (note that any views expressed in this book are Brian's and not necessarily those of Wells Fargo). Brian is a 6-time Microsoft MVP for Configuration Manager (CM). He currently runs the Minnesota System Center User Group and its website where he blogs. He can be found answering forum questions on TechNet and myITforum.

I'd like to thank Rod Trent for creating myITforum, a place where people can share ideas and help each other figure out how to use SMS and CM. When I first started with SMS, Microsoft had no such offering so it was great to be able to seek out help and get it fast. I've met brilliant people there over the years. And I'd like to thank my wife, Susan, for allowing me to lock myself away to write. She never complained once.

Big thanks to Greg Ramsey for joining me on this book and his agreement with me to forward any receipts we receive from this book to the Wounded Warrior Project (http://www.woundedwarriorproject.org/).

Greg Ramsey is a Systems Engineer specializing in global systems management for Dell Services. He has a B.S. in Computer Sciences and Engineering from the Ohio State University and is a Microsoft Most Valuable Professional (MVP) for Microsoft System Center Configuration Manager. Greg co-authored SMS 2003 Recipes: A Problem-Solution Approach (Apress, 2006) and Microsoft System Center Configuration Manager Unleashed (Sams, 2009). Greg is the co-founder of the Ohio SMS Users Group and the Central Texas Systems Management User Group.

I'd like to thank Rod Trent for creating myITforum. Many problems have been solved, friendships forged, new career opportunities offered in that community. I'd also like to thank my wife Tina for her patience, love, and support.

Big thanks to Brian Mason for including me on this book journey, and suggesting to forward any receipts we receive from this book to the Wounded Warrior Project (http://www.woundedwarriorproject.org/). Semper Fi.

About the Reviewers

Torsten Meringer, ConfigMgr MVP since 2005, is a self-employed senior consultant in Germany, starting his own business in 1999. His primary focus is to design, migrate, deploy, train, and troubleshoot Microsoft's deployment and management solutions such as System Center Configuration Manager and Microsoft Deployment Toolkit in small to large-scale companies of over 200,000 clients. Torsten manages the German ConfigMgr blog at http://www.mssccmfaq.de and holds various MCSA, MCSE, MCTS, MCITP:EA certifications.

Kim Oppalfens is a ConfigMgr MVP, and has been for 7 years now.

As an industry expert, Kim is a frequent speaker and ask-the-expert guest at both national and international events, and as such has presented several sessions at the Belgian Techdays. Kim has had the opportunity to present at Microsoft's prestigious MMS event for System Center enthusiasts, making this his third year to present at the most important System Center event worldwide. One topic he is keen on presenting, is the seemingly boring WMI layer.

Kim started Inovativ together with co-owners Kurt van Hoecke and Maarten Goet. Inovativ is a consultancy company specializing in System Center consultancy catering to the medium and large Belgian companies. Inovativ delivers both project consultancy, training as custom development on the different System Center products.

Last but not the least, Kim is a board member on the increasingly successful Belgian System Center User Group.

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Preface

Microsoft's System Center Configuration Manager 2012 (CM12) is arguably the most complex (and feature rich) offering of the System Center suite. CM administrators must be proficient in a variety of technologies in order to effectively design and operate a CM hierarchy. The list of technologies that CM touches on is almost overwhelming, for example, SQL, IIS, MDT, WSUS, WMI, PXE, SSRS, workstation and server operating systems, networking, and more. It should come as no surprise then that CM admins have built themselves a strong network of support. Forums such as Microsoft TechNet and myITforum are daily filled with questions and answers. There are local user groups, online webcasts, and conferences held routinely for admins to learn and share their trials and tribulations.

We often hear of an Exchange or Active Directory admin suddenly getting CM dropped in his lap from the boss. There is little time to sink or swim. By giving quick recipes to get things done, readers can get things going (or keep them running) to buy time to better learn the product. This book does not spend time going into why CM does things the way it does, nor does it go into deep details as admins too often don't have the time for that. There are also other Configuration Manager 2007 (CM07) admins who don't want to spend time reading bible-sized books on CM12. They know CM07 very well and just need a quick guide to get them up to speed. Therefore, this book is aimed at getting admins up to speed fast with CM12.

This book will get the reader up to a working knowledge of the product. For example, we cover Operating System Deployment (OSD) far enough for the reader to create a Windows 7 image and deploy it. Real world finesse will come only with time, but that cannot begin until the reader picks up the terminology and fundamentals. This book should remove that feeling of being overwhelmed by putting the reader straight to work with step by step recipes. Once the reader has actually tried a recipe, the topic will seem less intimidating. By using these recipes, the reader will gain the fundamentals of site administration, reporting, software distribution and patching, and client management.

What this book covers

Chapter 1, Designing a System Center 2012 Configuration Manager Infrastructure, covers ways to reduce the drag on primary sites to help keep you on just one site if possible, such as installing SQL to be as efficient as possible and how to offload roles.

Chapter 2, Deploying Windows 7 with Operating System Deployment, shows you how to create an image and deploy it, taking into consideration the need to manage drivers or migrate user data.

Chapter 3, Deploying Applications and Software Updates, covers applications and patching, monitoring deployments, and use of the new Software Center and Application Catalog.

Chapter 4, Managing Compliance Settings, covers how to create configuration items, put them into baselines and deploy them, and then monitor computers for compliance to those baselines with e-mailed drift reports.

Chapter 5, Managing Sites, details ways to configure and manage sites, set up discovery tasks to find systems, and how to set up security roles and scopes for other admins.

Chapter 6, Managing Clients, covers installation of the CM client on systems, how to manage and monitor the health of that client, and how to manage power on those clients.

Chapter 7, Managing Inventory, details setup and usage of the various inventory methods of CM12 as well as metering of software usage.

Chapter 8, Managing Reports and Queries, walks you through Reporting Services installation, building queries for reports, and editing and creating reports.

What you need for this book

Readers with experience in CM07 will get up to speed sooner, but it isn't a requirement. However, experience is needed in the following areas:

Installing server featuresInstalling Windows operating systems, and installing programs (for example, what is an MSI?)Finding Windows event logsNavigating to an IP or UNC, HTTP versus HTTPS, and so on

Who this book is for

This book is for administrators who need to get up to speed quickly with CM12. Readers are given how-to steps without all the fat and fluff. Need to get SQL and CM installed right away? This book has recipes for design considerations. Need to just get a Windows 7 deployment started right now? There is an entire chapter dedicated to that. Need to set up a security drift report for your boss? There is a chapter for that as well. All the main features of CM12 have recipes written as concisely as possible to give the reader a quick start.

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Questions

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Chapter 1. Designing a System Center 2012 Configuration Manager Infrastructure

In this chapter we will cover the following topics:

Dividing up site system rolesCreating migration jobsInstalling SQL the right wayManaging Internet-facing clientsUsing remote and workstation distribution points, and BranchCache

Introduction

In this chapter, we will walk through the various setup scenarios and configurations for System Center 2012 Configuration Manager (CM12), which covers both the migration from CM07 to CM12 as well as fresh CM12 installation scenarios. If you are inheriting a hierarchy that's already been built, you may still find some helpful information here, especially in terms of offloading site system roles if your server is overworked.

Dividing up site system roles

It is likely that most installations of CM consist of a single primary site with all roles loaded locally on the same server. Depending on the hardware used (RAM and disk IO chief among them), this will suffice for many organizations. As companies grow and the workload of CM starts to stress the hardware of a single server, administrators need to offload roles to other servers.

Note

Note that while it was a best practice to offload SQL in CM07, we now advise keeping SQL on box in CM12 as SQL replication has replaced much of the file based replication of CM07. CM12 is native x64 code so there is no performance hit for a WOW64 translation like there was with CM07 on x64 servers. Underpowered VMs, however, might benefit from offloading SQL to more powerful servers.

Getting ready

Admins should move roles off as described in the the following How to do it... section until the primary site starts to perform as expected. We will start with both the Distribution Point (DP) and the Management Point (MP). Unlike CM07, CM12 allows for more than one MP with no default MP to define. Offloading these two roles will do more to alleviate stress than any other steps. For this step, have another server ready where you can move these roles to.

How to do it...

Add the machine account of the primary site to the local admin's group of the server taking on the MP and DP role.If you need to prevent content from copying to any particular drive on the new server, drop a file on the root of the drive named no_sms_on_drive.sms.From the CM12 admin console, navigate to Administration | Site Configuration | Servers and Site System Roles. From the Home tab on the ribbon, click on Create a Site System Server.Enter the name of the new server, select the primary site code, and enter the FQDN of the new server.Check the boxes for both Distribution Point and Management Point.Check the box to allow CM to install the IIS role on the new server.CM12 now gives you the ability to force content on a DP to drive letters of your preference. Choose as needed.CM12 has moved the PXE service point to the DP. Select this option only if you plan to image devices with an F12 boot. Enable multicast only if needed. The rule of thumb in security is "less is better"; you reduce the surface area of attack and reduce the odds you have something to patch down the road.CM12 can now verify the content of your packages on a DP, which reduces the chance of clients failing to install an application due to corrupt files. CM12 now allows you to associate DPs to boundary groups. Use this feature only if you're trying to protect the network, otherwise leave this alone as it introduces another possible point of failure in a distribution that you may have to troubleshoot one day.For the MP settings, use the defaults for now; you can always set up SQL replication to the MP at a later time to reduce additional load.Complete the wizard, and then read the sitecomp.log and distmgrr.log on the primary server and MPSetup.log on the new server to verify a successful installation.Test the new MP by stopping the SMSAgentHost service on the primary, and then verify that clients are contacting the new MP (check the mpfdm.log on the new MP).Test the new DP by distributing content to it.

With a working MP and DP on another server, those roles can now be removed from the primary site. Follow these steps to remove the roles:

From the CM12 admin console, navigate to Administration | Site Configuration | Servers and Site System Roles and select your primary site in the right-hand pane.In the bottom pane, select both Management Point and Distribution Point (use Ctrl + click) and then click on Remove Role from the ribbon.If you see a warning that this is the last management point for the site, click on No and go back to testing the new MP as the site is not aware that it is working.

How it works...

Once all IIS roles have been offloaded, IIS can be removed from the primary site. This strengthens security of the server and frees up resources for the remaining duties of the site. As you offload roles, the server has less to do as resources are freed up.

There's more...

Beyond IIS-based roles, there are still several items that can cause stress to the primary site server, which you can offload to other servers.

Offloading the SUP

With the MP and DP offloaded, the bulk of the client traffic to the primary site has been removed. The SUP role should be offloaded next as it's another point where clients can directly hit your primary site. To do this simply follow these steps:

Install the latest version of WSUS on the MP/DP server (that already has IIS installed) and be sure to cancel the configuration wizard when it starts (CM will configure it instead). Also, be sure to select the option Use this server as the active software update point.From the admin console, navigate to Administration | Site Configuration | Servers and Site System Roles, select the MP/DP server, and add the software update point role. Verify that the setup encountered no errors by checking the SUPSetup.log, then look out for errors in the WSUSCtrl.log and wcm.log.With the new SUP working, that role can now be removed from the primary site. From the admin console, select the Primary server and remove the Software update role.Uninstall WSUS from the primary site server, but be sure to leave the WSUS admin console installed as its files are needed to manage the SUP.

Offloading Endpoint Protection

If you are using Endpoint Protection in your company, you can move this role next, but note that there will be no change to the server load. To do this simply follow these steps:

Select the MP/DP/SUP server in the admin console and add the Endpoint Protection Point role.Verify that the setup encountered no errors by checking the EPSetup.log, then watch for errors in the EPCtlMgr.log. Often, this server will have to be rebooted before it can become functional and that will show in the EPSetup.log.From the admin console, select the primary server and remove the Endpoint Protection Point role.

Offloading SQL Reporting Services

The SQL Reporting Service Point can cause stress if people are repeatedly running reports that are hard for your primary to query. The smart move there is to simply set such reports to cache for a certain amount of time (an hour, a day, and so on) so that no matter how often the report is run, the cached data is used instead of fresh queries to the primary site's database. Additionally, reporting services for SQL 2008 and above no longer require IIS, so offloading the role doesn't help towards the ability to remove IIS. Should you still wish to offload that role anyway, (perhaps just as a rule you might decide that no other roles be allowed on a primary) select a server with SQL Reporting Services installed (IIS is not necessary). Follow these steps to offload the SQL Reporting Services Point role:

In the admin console, navigate to Administration | Site Configuration | Servers and Site System Roles, and select the Create Site System Server from the Home tab in the ribbon. Enter the FQDN of the server and choose the CAS if you have one or the primary server.Select the Reporting services point as the role, verify the settings by clicking on the Verify button, and enter a domain account that you have granted the smsschm_users role in SSMS (generally, the same account used when SRS was created on the primary site).Complete the wizard and verify that the new site is working by running a report from the Monitoring | Reporting node in the console and choosing the new server (not the primary site).In the admin console, navigate to Administration | Site Configuration | Servers and Site System Roles, choose your primary site and remove the Reporting services point role.Log on to the primary site, click on the Start button, type SQL Server Installation Center (64-bit), and hit Enter. Run the installation wizard and remove the reporting services role by unchecking it thereby completing the wizard.

The remaining roles should cause no discernible stress to the primary. But there is one additional step you can take to reduce the impact of the MP role to your server and that is to create a transactional replica between the primary site and the MP. With such a replica, the MP can answer all client requests without querying the primary site. This also allows clients to remain functional if the primary site is down for maintenance or patching (assuming you've offloaded other roles needed, such as DP, SUP, and so on).

By creating this replica, there is a benefit in that if other roles are offloaded from the primary site, the primary site could go down for patching or maintenance while software distribution and patching could continue.

See also

How to set up publication of this replica is already documented quite well by Microsoft at http://technet.microsoft.com/en-us/library/hh846234.aspx

Creating migration jobs

Migrating objects (packages, collections, task sequences, and so on) from CM07 to CM12 use a different process than we used from SMS 2003 to CM07. Due to the significant changes in the backend infrastructure, we can no longer attach and upgrade an existing CM07 site server to CM12. To make our side-by-side upgrade process easier, Microsoft created a new migration process that lets us select multiple CM07 sites (even from different CM07 hierarchies if desired) to migrate objects. Migration jobs allow us to pick and choose which objects to migrate.

Getting ready

Before we create a migration job, we must have a configured Active Source Hierarchy. To configure an Active Source Hierarchy, we need valid credentials to see the objects, just as we would for granting someone read rights to objects in CM07. All migration steps are performed in the admin console under Administration | Migration.

From the ActiveSourceHierarchy subnode, run the Specify Source Hierarchy Wizard and observe the progress in the progress dialog as well as the migmctrl.log file on the CM12 site server. All information related to migration is logged in this file.

Configuring the Active Source Hierarchy will automatically synchronize all computer objects from the source hierarchy (or hierarchies). This process also automatically discovers all child sites of the configured CM07 site. Note that we can only migrate owned objects from the specified source hierarchy. If we need to discover and migrate objects from child sites in the CM07 hierarchy, we must also configure those as source sites. Once we have configured our source hierarchy we can create multiple migration jobs.

How to do it...

To create a new migration job, perform the following steps:

In the CM12 admin console, navigate to Administration | Migration | Migration Jobs and click on Start in the ribbon to start the New Migration Job wizard.Enter a unique job name, and select Object migration for the job type.Select the desired objects from the dialog:Select the CM12 site that will own the migrated content (this is usually your CAS or single primary site).Select the security scope to apply to the migrated objects. Create a new one if desired. On the Settings tab, specify when the job should run, as well as advanced settings such as overwrite previously migrated objects, and transfer organizational folders:After the job has been successfully created, we can monitor the Summary page for the job, as well as view the migrated object(s) state with the Objects tab. If required, view the migmctrl.log for additional troubleshooting information.

How it works...

The migration tool uses the credentials specified in the active source hierarchy configuration to migrate the desired object to the CM site. In this example, we selected specific objects to migrate. Notice that in the object selector dialog, we can identify which objects have already been migrated.

Note

CM users in the default roles of Full Administrator, Infrastructure Administrator, and Operations Administrator have security rights to create migration jobs.

There's more...

In addition to the object-based migration we just performed, we can also select a collection-based migration. When we specify a collection-based migration, selected collections and all objects required for those collections are migrated by default. We can clear a checkbox in the wizard so that only the collections are migrated, if desired. When we select a subcollection for migration, all the collections that are required to traverse to the root are also migrated.

Also, notice from the previous image that we can determine which collections have been migrated, which collections are device collections, and which collections are user collections. In CM12, a collection cannot contain both devices and users. Click on the View Collections that Cannot Migrate… button to view collections that meet one or more of the following criteria:

Mixed Query Collection is a collection that contains a mix of users and devices, or custom collection types.Mixed Collection Hierarchyis a collection that has a parent collection of a different typeMultiple Collection Limiting is a collection that is limited to multiple collections using custom WQLCollections that are a collection limited to any collection that meets the above criteria cannot be migrated

Also, notice from the previous image that some collections will be migrated to a folder instead of a collection. CM12 does not support nested collections. The migration process will ensure that collections are migrated and organized similarly to the CM07 configuration, but will not be exact. Always run the migration process in a test environment before running migration jobs in production.

Note