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Novell ZENWORKS 10 PERSONALITY MIGRATION - PERSONALITY MIGRATION REFERENCE 10.3 30-03-2010 Use And Installation Instructions

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AUTHORIZED DOCUMENTATION
Personality Migration Reference
Novell
®
ZENworks
10 Personality Migration
®
10.3
March 30, 2010
www.novell.com
ZENworks 10 Personality Migration Reference

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Summary of Contents for Novell ZENWORKS 10 PERSONALITY MIGRATION - PERSONALITY MIGRATION REFERENCE 10.3 30-03-2010

  • Page 1 AUTHORIZED DOCUMENTATION Personality Migration Reference Novell ® ZENworks 10 Personality Migration ® 10.3 March 30, 2010 www.novell.com ZENworks 10 Personality Migration Reference...
  • Page 2 Further, Novell, Inc., reserves the right to make changes to any and all parts of Novell software, at any time, without any obligation to notify any person or entity of such changes.
  • Page 3 Novell Trademarks For Novell trademarks, see the Novell Trademark and Service Mark list (http://www.novell.com/company/legal/ trademarks/tmlist.html). Third-Party Materials All third-party trademarks are the property of their respective owners.
  • Page 4 ZENworks 10 Personality Migration Reference...

  • Page 5: Table Of Contents

    About This Guide 1 What Is Novell ZENworks Personality Migration? Migrating User Accounts ............9 Migrating System Settings .
  • Page 6 B Troubleshooting Personality Migration C Migration Settings D Supported Settings in Personality Migration System Settings ............47 Application Settings .

  • Page 7: About This Guide

    ZENworks 10 Configuration Management SP3 documentation (http:// www.novell.com/documentation/zcm10/). Documentation Conventions In Novell documentation, a greater-than symbol (>) is used to separate actions within a step and items in a cross-reference path. ® A trademark symbol ( , etc.) denotes a Novell trademark. An asterisk (*) denotes a third-party trademark.
  • Page 8 When a single pathname can be written with a backslash for some platforms or a forward slash for other platforms, the pathname is presented with a backslash. Users of platforms that require a forward slash, such as Linux*, should use forward slashes as required by your software. ZENworks 10 Personality Migration Reference...

  • Page 9: What Is Novell Zenworks Personality Migration

    ® Novell ZENworks Personality Migration is part of the Novell ZENworks Configuration Management product line. A personality is a collection of applications and system settings that a user commonly uses on a device. Typical settings can be desktop wallpaper, e-mail account settings, browser proxy settings, files and folders, archived e-mails, Microsoft office templates, Microsoft Office macros, etc.

  • Page 10: Migrating System Settings

    1.2 Migrating System Settings You can migrate the following system settings: Accessibility Appearance Date and regional Settings Keyboard, mouse, and other hardware Network settings Sounds and multimedia For a detailed list of the settings, see Appendix D, “Supported Settings in Personality Migration,” on page IMPORTANT: You can migrate the network settings only in the File mode.

  • Page 11: Installing Zenworks Personality Migration

    Installing ZENworks Personality Migration ® ® You can run Novell ZENworks Configuration Management Personality Migration on a Windows workstation. ZENworks Personality Migration allows you to migrate personality from a Windows device to another Windows device. Section 2.1, “System Requirements,” on page 11 Section 2.2, “Installing ZENworks Personality Migration on Windows,”...

  • Page 12: Installing Zenworks Personality Migration By Using Zenworks Bundles

    2.3 Installing ZENworks Personality Migration by Using ZENworks Bundles 1 In your Web browser, access the following URL: http://zenworks_primary_server_id/zenworks-setup/?pageId=tools. The zenworks_primary_server_id is the IP address of your ZENworks Primary Server from where you want to download the Personality Migration utility. 2 Download to a temporary location.
  • Page 13 Installation Options Table 2-1 Option Description Displays help and the available options /passive Displays the progress of installation; does not require user intervention /quiet Installs Personality Migration silently without the graphical user interface /uninstall Uninstalls ZENworks Personality Migration /coreonly Install ZENworks Personality Migration without using the Graphical User Interface /repair Repairs the installed version of ZENworks Personality Migration IMPORTANT: The options listed are case sensitive.
  • Page 14 ZENworks 10 Personality Migration Reference...

  • Page 15: Uninstalling Personality Migration

    Uninstalling Personality Migration You can uninstall Personality Migration in any of the following ways: Section 3.1, “Uninstalling Personality Migration by Using the ZENworksPersonalityMigration.exe file,” on page 15 Section 3.2, “Uninstalling Personality Migration by Using the Command Line Utility,” on page 15 Section 3.3, “Uninstalling Personality Migration by Using Windows Add or Remove Programs,”...
  • Page 16 ZENworks 10 Personality Migration Reference...

  • Page 17: Manually Migrating Personality Settings

    2 Use one of the following methods to launch ZENworks Personality Migration: Double-click the ZENworks Personality Migration shortcut icon on the desktop. Click Start > All Programs > Novell ZENworks > ZENworks Personality Migration. Manually Migrating Personality Settings...
  • Page 18 3 Click Store to store the user account information, system settings, application settings and data of the source system to a PNP (Platform Neutral Package) file. 4 Click Next to search the source system for the user information and the installed applications whose settings you can migrate.This can take several minutes.
  • Page 19 7 Click Next to deselect the application settings you do not want to migrate. 8 Click Next to deselect the files and folders you do not want to migrate. Manually Migrating Personality Settings...
  • Page 20 This page also enables you to add files, folders or files of a particular type to the list of migration files. 9 (Optional) Click Add File to add a file to migrate. The added file is listed in the Source column.

  • Page 21: Transferring Data By Using Direct Mode

    4.1.1 Transferring Data by Using Direct Mode 1 You must have performed Step 1 to Step 13 in Section 4.1, “Storing a User’s Personality Settings and Data,” on page 2 Be sure that ZENworks Personality Migration is enabled through the Windows Firewall. If it is not enabled, see “Enabling ZENworks Personality Migration through the Windows Firewall”...

  • Page 22: Transferring Data By Using File Mode

    4.1.2 Transferring Data by Using File Mode 1 You must have performed Step 1 to Step 13 in Section 4.1, “Storing a User’s Personality Settings and Data,” on page 2 Select File. 3 Click Advanced to display the Advanced File Options dialog box. ZENworks Personality Migration can store the settings and data from your system in multiple files.
  • Page 23 Click the ZENworks Personality Migration shortcut icon on the desktop. Click Start > All Programs > Novell ZENworks > ZENworks Personality Migration. 3 Click Apply to apply the saved settings and data on the device. 4 Click Next, then select the mode to transfer the user’s personality settings and data:...
  • Page 24 Direct: Provides real-time migration of settings and data between systems in the same subnet. The utility identifies and lists all the machines in the network that are ready to migrate their personalities. Continue with Step File: Uses the migration settings and data stored in a PNP file. Click Browse to browse to and select the PNP file saved during the store operation.
  • Page 25 The Source column lists the user account information that was stored in the PNP file. The Destination column lists the user accounts available on the current device. If the administrator is logged in to the destination device, and the source user does not exist on the destination device, the source user account is automatically created on the destination device with a blank password.
  • Page 26 12 (Optional) Double-click the filename in the Destination column to change the destination of the file. 13 Click Next to migrate the selected settings to the destination device. This step might take some time, depending on the amount of data migrated. 14 Review the results of the migration.

  • Page 27: Automatically Migrating Personality Settings

    Template Builder. 5.1.1 Starting the Template Builder 1 On a supported Windows device, click Start > All Programs > Novell ZENworks > ZENworks Personality Migration Template Builder. Automatically Migrating Personality Settings...

  • Page 28: Using The Template Builder To Create A Template

    5.1.2 Using the Template Builder to Create a Template The Template Builder consists of four tabs in addition to standard File options such as New, Open, and Save. 1 Open the Template Builder to display the default Users tab. The Users tab options control template information for the user migration. 2 Select one of the options described in the following table, depending on whether you want to migrate one user, all users, or a selected list of users.
  • Page 29 Option Description Add users to migrate This option allows you to explicitly list the profiles to migrate. Add User: Lets you select all the local users, the domain users, or a specific user to be migrated. You can also map a username on the source machine to a different username on the destination machine: 1.
  • Page 30 The System tab controls the system settings to be migrated for each of the user accounts selected in the Users tab. By default, all the settings are selected. To deselect all the options, right-click the Source panel and select the Uncheck All option. To select all the options in the Source panel, right-click and select the Check All option.
  • Page 31 5 Select an appropriate destination application from the drop-down list in the Destination column. ZENworks Personality Migration supports the migration of the application settings between: Same applications of same version: Migrates settings between applications of the same version.such as from Microsoft Office 2003 to Microsoft Office 2003. Same applications of different versions: Migrates settings from the source application to a destination application of higher version.
  • Page 32 7a Click Browse to browse to and select the file you want to add for migration. Click Variables to select a variable that maps to the location of the file you want to migrate. For example, if you want to migrate a desktop file named click the test.txt, desktop variable and append...
  • Page 33 7d Click Browse to browse to and select the destination location for the file migration Click Variables to select a variable that maps to the destination location. For example, if you want to migrate the file named file1 to the directory, click the favorites favorites variable and append...
  • Page 34 8a Click Browse to browse to and select the folder you want to add for migration. Click Variables to select a variable that maps to the location of the folder you want to migrate. For example, if you want to migrate a desktop folder click the testfolder1, variable and append...
  • Page 35 8d Click Browse to browse to and select the destination location to migrate the folder. Click Variables to select a variable that maps to the destination location. For example, if you want to migrate the folder named folder1 to the directory, then click programfiles the programfiles variable and append the...
  • Page 36 9a In the In Folder field, type the name or click Browse to browse to and select the folder. By default, all the local hard drives are displayed in this field. 9b (Optional) If you need to add a file type, click Add, then specify the file type, such as .INI 9c Select the file types you want to migrate, then click OK to list the file types in the Source column.
  • Page 37 Click Variables to select a variable that maps to the destination location. For more information on variables, see Appendix E, “Understanding Variables,” on page 9f Click OK. 10 (Optional) Remove any files or folders that you do not want to migrate. 10a In the Source column, highlight the item that you do not want to migrate.

  • Page 38: Modifying An Existing Template

    11b Select the options you want to use to exclude items: Add Files: Click Add File, then select the files to be excluded from the migration. Add Folder: Click Add Folder, then select the folders to be excluded from the migration.

  • Page 39: Migrating Personality Settings By Using The Command Prompt

    NOTE: You must not launch multiple personality migration bundles at the same time on the same device. If you do so, the bundles are not launched correctly. The log of the bundle that was first launched is the only log stored in the file.

  • Page 40: Command Prompt Options To Store And Apply Personalities

    You can also use the password, span-size, no-span, and log options. However, these are optional. For example, PersonalityMigrationCore.exe --store --template=C:\template.xml -- file=C:\users.pnp --log=C:\users.log For more information on options, see Section 5.5, “Command Prompt Options to Store and Apply Personalities,” on page 3 On the destination device, apply the personality by using the following command: PersonalityMigrationCore.exe --apply --template=value --file=value You can also use the password and log options.

  • Page 41: A Best Practices

    Best Practices The following sections explain the best practices to follow while using the Personality Migration utility: Section A.1, “Storing and Applying Personalities,” on page 41 Section A.2, “Setting the Length of the Computer Name,” on page 41 A.1 Storing and Applying Personalities After changing any system settings, ensure that you restart your device before storing the personality.
  • Page 42 ZENworks 10 Personality Migration Reference...

  • Page 43: B Troubleshooting Personality Migration

    Where do I find the Personality Migration log files? Source: ZENworks 10 Configuration Management; Personality Migration. Action: If Personality Migration is executed as a standalone application, you can find log file in the following location: PersonalityMigration*.xml %appdata%Novell\PersonalityMigration\PersonalityMigration\10. 2.0.0 Troubleshooting Personality Migration...
  • Page 44 If Personality Migration is executed by using the Store/Apply Bundle through ZENworks Configuration Management, you can find the file in the PersonalityLog.xml ZENworks_Configuration_Management_Installation_Path\Novell\Ze directory on your device. nworks\Logs\PersonalityMigration The Personality Migration application hangs Source: ZENworks 10 Configuration Management; Personality Migration.

  • Page 45: C Migration Settings

    Migration Settings If you have installed Personality Migration as a standalone application, the following settings can be migrated only by an administrator: Settings for Administrators to Migrate Table C-1 Type Settings System Settings Fonts FontInstall FontDPI SystemFonts Mouse pointer DefaultConnectionName (Internet Explorer, Connections) ResetTimeServer ResetFileServer...
  • Page 46 Type Settings Power and Energy Settings EnableHibernate GlobalPowerPolicy Files and Registries Settings System files All user documents All mounted and unmounted registries ZENworks 10 Personality Migration Reference...

  • Page 47: D Supported Settings In Personality Migration

    Supported Settings in Personality Migration The following sections list the settings that you can migrate by using Personality Migration: Section D.1, “System Settings,” on page 47 Section D.2, “Application Settings,” on page 48 D.1 System Settings You can migrate the following system settings with ZENworks Personality Migration: System Settings Table D-1 Categories...

  • Page 48: Application Settings

    NOTE: While migrating system settings such as themes that are unavailable in the operating system on the destination device, then after migration, the default theme of the operating system on the destination device is applied. D.2 Application Settings Review the following sections to understand the application settings and versions that you can migrate by using ZENworks Personality Migration: Section D.2.1, “Adobe Applications,”...

  • Page 49: Ibm Applications

    D.2.3 IBM Applications You can migrate settings for the following applications with ZENworks Personality Migration: Lotus Notes* 6.5 D.2.4 Microsoft Applications You can migrate settings for the following applications with ZENworks Personality Migration: Access* 2000 / 2002 / 2003 / 2007 Excel* 2000 / 2002 / 2003 / 2007 FrontPage* 2000 / 2002 / 2003 / 2007 PowerPoint* 2000 / 2002 / 2003 / 2007...
  • Page 50 Settings Options Email Account Details: Mail server name and login names Account Passwords (Store only) E-Mail messages and Directory structure E-Mail marked as Read or Unread Security Options: Connect via SSL, secure authentication Signatures Composition preferences (HTML, rich text, or plain text) Account settings such as Leave on Server and Server timeout Incoming mail rules (Outlook to Outlook only) Frequency of sending/receiving messages (Outlook to Outlook only)

  • Page 51: Palm Applications

    Settings Options Contact Contact Entries Distribution List Entries Project 2000 / 2003 / 2007 Publisher 2002 / 2003 / 2007 NetMeeting* 3.0 Visio* 2000 / 2002 / 2003 / 2007 Windows Media* Player 9.0 / 10.0 Windows Media Player Audio 8.0 Windows Media Player Video Mail* Infopath*...

  • Page 52: Gaim Applications

    You can migrate the following settings for AOL Instant Messenger: Application Settings AOL Instant Messenger 1. Account Information Screen Names Password Preferences Autologin Preferences Connection and Proxy Settings 2. Account Settings Buddy List Preferences Privacy Options Sign in Options Notification Options Notification Sound Files IM/Chat Preferences Font and Window Color Options...

  • Page 53: Mozilla Foundation Applications

    D.2.11 Mozilla Foundation Applications You can migrate the following applications with ZENworks Personality Migration: Firefox 0.9 / 0.10 / 1.0 / 1.5 / 2.0 You can migrate the following settings for Firefox: Homepage Bookmarks Cookies Cookie Permissions Custom Fonts and Colors Pop-up Permissions Proxy and Connection Settings Language Settings...

  • Page 54: Openoffice.org Applications

    Settings Options Email Account Details: Mail server name and login names Account Passwords E-Mail messages and Directory Structures E-Mail marked as Read or Unread Security Options: Connect via SSL, secure authentication Signatures Composition preferences (HTML or Plain text) Account settings such as Leave on Server and Server timeout Incoming Mail Rules (from Mozilla/ Thunderbird* only)
  • Page 55 Change Tracking Options Document Display Options Default Template Toolbars Filepaths Supported Settings in Personality Migration...
  • Page 56 ZENworks 10 Personality Migration Reference...

  • Page 57: E Understanding Variables

    Understanding Variables Variables are strings that contain paths to system directories such as Program Files and My Pictures. These variables are enclosed by the percent (%) symbol. The values for these variables are automatically set when Personality Migration starts. For example, the %os% variable expands the directory where the operating system is installed on the device.
  • Page 58 Variable Description Value for Windows XP Value for Windows 7 desktop The logical desktop for C:\Documents and C:\Users\username the current user Settings\ username \Desktop \Desktop desktopdirectory The Desktop directory C:\Documents and C:\Users\username that physically stores Settings\ username \Desktop information on the \Desktop desktop favorites...
  • Page 59 Variable Description Value for Windows XP Value for Windows 7 profile The directory that C:\Documents and C:\Users\username contains the current Settings\username user's profile profiles The directory that C:\Documents and C:\Users contains the All Users Settings profile programs The Programs directory C:\Documents and C:\Users\username Settings\username\...
  • Page 60 ZENworks 10 Personality Migration Reference...

  • Page 61: F Cross-User Migration Scenarios

    Cross-User Migration Scenarios The flowcharts in this section describe the various scenarios you might encounter while migrating user personalities. Section F.1, “Migration Scenarios If the PNP file has the personalities of all users,” on page 61 Section F.2, “Migration Scenarios If the PNP file has the personality of the currently logged-in user,”...

  • Page 62: Migration Scenarios If The Pnp File Has The Personality Of The Currently Logged-In User

    Scenario 2: Selecting the template option All users to migrate Are all Create those users users in the PNP also who are not on the on the destination destination device. device? Migrate the personalities of the users. Scenario 3: Selecting the template option Add users to migrate, and specify a user Is the user The migration failed.
  • Page 63 Scenario 4: Selecting the template option Migrate the settings for the currently logged in user Migrate the user’s personality without mapping the users by their names. Scenario 5: Selecting the template option All users to migrate Is the user Create the user on the in the PNP also destination device.

  • Page 64: Migration Scenarios If The Pnp File Has The Personality Of A Specific User

    Scenario 6a: Selecting the template option Add users to migrate, and you specify multiple users Is one of the users The migration failed. specified in the template See the error log. also in the PNP file? Is this user also on Create the user on the the destination destination device.

  • Page 65: Migration Scenarios If The Pnp File Has The Personalities Of Multiple Specific Users

    Scenario 8: Selecting the template option All users to migrate Is the user specified in On the destination the PNP also on device, create the user the destination who is in the PNP file. device? Migrate the user’s personality. Scenario 9: Selecting the template option Add users to migrate, and you specify a user Is the user The migration failed.
  • Page 66 Scenario 10: Selecting the template option Migrate the settings for the currently logged in user Is any Is the user user in the PNP the on the destination The migration failed. currently logged-in device also in See the error log. user? the PNP? Migrate the user’s...
  • Page 67 Scenario 12: Selecting the template option Add users to migrate, and you specify multiple users Are any users in the The migration failed. template also in See the error log. the PNP? Are these Create the user or users also on users on the the destination destination device.
  • Page 68 ZENworks 10 Personality Migration Reference...

  • Page 69: G Documentation Updates

    Documentation Updates This section contains information on documentation content changes that were made in this ® ® Personality Migration Reference for Novell ZENworks 10 Configuration Management SP3. The information can help you to keep current on updates to the documentation.
  • Page 70 Location Change Section D.2, “Application Settings,” on Updated the following applications with the supported page 48 versions: Sun Applications America Online Applications GAIM Applications Mozilla Foundation Applications OpenOffice.org Applications Section D.2.4, “Microsoft Applications,” on Added support for Internet Explorer 8.0. page 49 Appendix E, “Understanding Variables,”...

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