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Table of Contents

Overview

Purpose

This article provides a step-by-step guide for deploying a device for an individual purpose. There are many reasons why a device may need to be deployed. These reasons range from the replacement of an older device be it a workstation or shared device to the service of some new business requirement.

Additionally, this should be considered the only official policy for deploying devices. If something is missing from this documentation please leave a comment suggesting a change and it will be updated.

Audience

This article is written for CENV IT Technicians who must deploy devices and should be regularly referenced to keep updated on changing policies.

Deployment Process

Step 1: Ticket Creation

Use this ticket while you are configuring the machine to document any issues you encounter and record actions completed to setup the machine.

  1. Create a ticket in JIRA

  2. Ticket Title: Deployment: {Device Type} - {Serial Number}

  3. Request Details:

    1. New Device Name

    2. New Device Owner

    3. New Device Location

    4. New Device Purpose

    5. Reason for Deployment

    6. Where the device is coming from (Inventory / New Purchase / Other - Explain)

    7. Include any supporting documentation, ie. Related Tickets, Emails, or Forms

Step 2: Asset Tracking and Inventory

Processes for adding devices to the inventory system. (In Progress)

While Snipe IT is not setup the process is to ensure that you update the information contained within the Master Import Spreadsheet.

https://wwuhelp.atlassian.net/wiki/spaces/CENVIT/pages/2396815363/Asset+Management#Management-of-Assets-in-SnipeIT

To find device information such as warranty and purchase dates, enter the service tag into Dell Technologies search bar

https://www.dell.com/support/contents/en-us/category/product-support/self-support-knowledgebase/locate-service-tag?gacd=9684992-1110-5761040-266906002-0&dgc=ST&SA360CID=71700000110260222&gad_source=1&gclid=CjwKCAiArva5BhBiEiwA-oTnXY75Mm__BGUqKFTppbcq4TQhtmPvwaBCX6IrFoVspcWwXmP5hkawRhoC7HcQAvD_BwE&gclsrc=aw.ds

Step 3: Imaging

Windows

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  1. Ensure the device is connected to power and wired internet.

  2. Reboot the device

  3. As soon as the device boots press F12 (Spam clicking is a good idea) to enter the One-Time Boot Menu

  4. In the One-Time Boot Menu, select the option ending in NIC (IPV4)

  5. Enter the BIOS Password when prompted for a password

  6. The screen will change to black and do some loading, eventually, it will prompt you to press ENTER, you must do so rather quickly so pay attention

  7. Enter the BIOS Password when prompted for a password

  8. When presented with the Task Sequence Wizard, select WWU - Windows 10/11 x64 Deploy

IMG_1137.jpg

  1. At this point the device should bypass the Task Sequence Variables

    1. If not, this device does not exist in Config Manager and you should refer to the Initial Image process

  2. Wait for imaging to complete

MacOS

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  1. Ensure the device is connected to power and wired internet.

  2. Enter MacOS Recovery Menu making sure to use the correct shortcut for the version of MacOS you will want to install.

  3. Select the option that reads “Install macOS [VERSION]” where “[VERSION]” is the version you intend to install and click Continue

  4. Click Continue on the page with the Version’s logo and then Agree to the Software License Agreement

There is a known issue with installing MacOS High Sierra where after clicking continue you will receive an error ‘The recovery server could not be contacted.’ If this occurs you will need to change the URL that is being contacted for recovery. The process is detailed in this video.

  1. Select the main drive partition which should be named “Macintosh HD” and click Continue

  2. Wait for the device to install MacOS

Step 4: Initial Configuration

Windows

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MacOS

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Device must be connected to the University network. A wired connection is recommended.

  1. Power on the device

  2. Go through Region and Accessibility settings.

  3. Enroll the device in Remote Management with your WWU email address.

    1. If you do not see this screen, the device was not enrolled in Apple School Manager.

Screenshot 2024-12-13 at 19.41.38.jpg

  1. Agree to the Terms and Conditions

  2. Create a Computer Account

    1. Full name: CENVadmin

    2. Account name: cenvadmin

    3. Password: If you are imaging a computer you should know it

    4. Hint: Leave blank

  3. Enable Location Services

  4. Analytics

    1. Ensure Share Mac Analytics with Apple is selected, this is the default

  5. Screen Time

    1. Click Set up Later

  6. Siri

    1. Ensure Enable Ask Siri is not selected, this is not the default

  7. Touch ID (For devices that support it)

    1. Click Set up Touch ID Later and Continue

  8. Choose Your Look

    1. Select Light, this is the default

  9. Manually Enroll the Device in Jamf if it was not enrolled in Apple School Manager

  10. Navigate to System Settings > General > Software Update and perform any available updates

  11. Open Self-Service from the Applications folder and log in with your credentials.

  12. Locate the AD Rename icon in Self-Service and rename the device according to the /wiki/spaces/IKB/pages/2259943425.

    1. If you cannot access AD Rename you can instead Open terminal and type the following commands supplying each with the new computer name

      1. sudo scutil --set ComputerName

      2. sudo scutil --set HostName

      3. sudo scutil --set LocalHostName

    2. These commands may ask for the admin password, type it in, and do not be alarmed if nothing appears in the terminal when you type, this is how protected fields are entered in the terminal.

  13. Enable Remote Management at General > Sharing > Remote Management

  14. Troubleshooting:

    1. If Jamf Self-Service apps are stuck, log in to Jamf to troubleshoot installation issues and policy logs.

New Computer Initialization Process

The following process outlines the exact steps to initialize any Windows or MacOS machine. This should include every action from the Out-of-Box Experience to when it is deployed.

Step 1: Ticket Creation

Step 2: Asset Tracking and Inventory

Step 3: Initial Image

Windows

 Click here to expand...

There are several different BIOS you may encounter so the paths listed here may or may not be accurate in your case.

  1. Create a new Object in Active Directory - This will have to be done on another computer

  2. Set BIOS Options

    1. Turn off the Device

    2. Plug the device into Ethernet

      1. If the device has an Ethernet Port the option I refer to as the option ending in NIC (IPV4) later will be ONBOARD NIC (IPV4) otherwise you’ll need an adapter and it’ll likely be USB NIC (IPV4) the important bit is to look at the suffix

    3. After pressing the power button to power the device, hold the BIOS key (For Dell Devices this is F2) until you see the device entering the BIOS.

      1. Some BIOS may require you to Unlock or enter an Admin Password look for these if you cannot alter some settings for this you will use the BIOS Password

    4. In the Storage tab, select AHCI/NVMe

    5. In the Boot Configuration Tab, Ensure Secure Boot is enabled

    6. Also in Boot Configuration, Ensure that the option ending in NIC (IPV4) and ending in NIC (IPV6) are in the Boot Sequence and Enabled

    7. Apply changes and exit the BIOS, this will restart the device.

  3. As soon as the device boots press F12 (Spam clicking is a good idea) to enter the One-Time Boot Menu

  4. In the One-Time Boot Menu, select the option ending in NIC (IPV4)

  5. Enter the BIOS Password when prompted for a password

  6. The screen will change to black and do some loading, eventually, it will prompt you to press ENTER, you must do so rather quickly so pay attention

  7. Enter the BIOS Password when prompted for a password

  8. When presented with the Task Sequence Wizard, select WWU - Windows 10/11 x64 Deploy

IMG_1137.jpg

  1. Input Task Sequence Variables

    1. For Workstation computers

      1. Desk: input CENV in Value,

      2. Lab: Leave Blank

      3. Area: input the Department which the device will belong to

        1. DEAN

        2. ENVS

        3. ESCI

        4. UEPP

        5. IWS

        6. TOX

    2. For Lab computers

      1. Lab: input CENV in Value

      2. Desk: Leave Blank

      3. Area: input the room number of the device's location in Value, eg. ES318

    3. ODSComputerName: follow the naming convention, eg. CENV-W-9XXXM83

    4. Click Next

  2. Wait for the device to finish imaging

MacOS

The Factory image that comes with a brand new Mac works just fine there is no need to do anything at this step for MacOS.

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