How to Make "One Click" Installers for your Macintosh Labs

Would you like to...

*Save hours in configuring systems during semester breaks?
*Support hundreds of computers with a "rescue-disk" waiting to return the computer to full operation?
*Simplify hundreds of Application Software installations into one-click installation?
*Set up hundreds of computers at a time?
*Manage multiple schools by saving a "custom image" for each school on your district servers?
*Create Bootable Custom Configuration One Click installers unique to each campus, or baseline configurations combined with custom bundled application suites?


...if you would, read on!!!


This article describes how to make a CD that will boot your Macintosh and in one click will configure your Macintoshes to a standardized configuration. If you do not have a CD Burner, or your Macintoshes do not have CD drives, you can perform this service via a network and a server

Let's see how this is done...


Contents:
1)Assumption

2)The Concept
3)What you will need
4)Here's how

Step 1 Configure the Ideal Macintosh
Step 2 Create an image of the Ideal configuration
Step 3 Make a bootable CD
Step 4 Boot, Launch and Restore

5)Using Apple Software Restore over the Network


1)Assumption:

You have a lab of Macs or a campus of Macs where many of your computers have a similar baseline software and hardware configuration. You want each machine to resemble the next with system settings and applications installed. You need to do this with the least amount of work and time. With this document and the tools listed below, You can create a bootable CD, or a network accessible installer which will simply and easily restore all computers to a standard configuration, in "ONE-CLICK".

2)The concept:

a)Using a standard Macintosh from your class or lab, create an "ideal" hard drive configuration with System Software, Applications and any system settings preferences you desire.
b)Make an image of the "ideal" drive using Disk Copy.
c)Make a bootable CD that includes the "one-click" installer.
d)Boot your target machines from this CD and restore the "ideal" configuration on the target Macintoshes.

3)What you will need:

1-External hard drive partitioned with a 700 MB volume with system software to boot your target machines.
2-Network Startup Floppy or Network Startup CD
3-ASR SDK 1.3.2 or later (download the 12MB Installer SDK, it contains ASR SDK.)
4-CD-ROM Burner (if you want to make bootable CDs with the restoration)
5-CD-ROM Burner Software (I recommend Adaptec Toast 3.5.6 or later)
6-Apple Disk Copy 6.1.3 or later (currently 6.3.3)
7-MacOS software
8-The software programs that you run on your labs and classroom Macintoshes

4)Here's how:

Step 1
Identify the Macintoshes for which you will create the installer. Depending on the vintage of Macintosh that you are working with and the System Software licenses you own, identify the "ideal" system software version for your lab. See the Apple Technical Information Library Article #15582 for a guide to system software versions. Or contact your Apple System Engineer for guidance.

If you are working with Macintosh models without CD, you can create a "One-Click" installer that will run over a network. See below for using Apple Software Restore via a Network.

Now, choose a common denominator Macintosh computer. A common denominator Macintosh computer is a Macintosh that will serve as the "ideal" machine. This is the machine on to which you will install system software and adjust system settings in a way that you would like all "LIKE" machines to be configured.

Before you install and setup your ideal machine I recommend the following.
1) Low Level Format the "ideal" Macintosh's hard drive with the latest version of "Hard Drive Setup". In "Drive Setup" under the "Functions" menu, choose "Initialization Options", and select "Low Level". This insures the boot tracks and drive sectors are unique and original.
2) Some system settings are stored in PARAMETER RAM and will not be preserved on the "restored" systems. Do not be alarmed. You can make these settings manually after restoration is complete.
3) Consider your target Macintoshes RAM and Hard Drive size when creating your "ideal" configuration. You may need to make several configurations for use on different generation Macintoshes. This is easy. Multiple configurations can be stored on your custom configuration CD.
4) When you configure the "ideal" machine, name the hard drive "Macintosh HD". This will keep things simple and manageable later.

5) Treat the installation and configuration of this system as you would if you were setting this machine up for the first time and create the settings and installations that you would like to have on each of the systems in this group. These preferences and installations will be on each machine that you run this Restore.


Now that you know what system software you are going to use, and you have picked the ideal Macintosh, Install System Software, and Applications, and Customize any settings on the Macintosh. When you are finished you will be ready to create an image of this ideal configuration. When you are through, go to step#2.

** A special note about configuring system settings**

You will want to set some system wide settings as default at this point, others you will NOT want to set.

Set These:
Mouse Speed and Click Speed
Key Repeat Rate
Date and Time Time-Zone Election
View options
TCP/IP Control Panel : DNS Configuration, DHCP (if used)
Appearance

Don't set these:
TCP/IP IP Address (if your using static addressing DO NOT SET THIS)
Macintosh Name
Macintosh Owner's Name


Step 2
Create an image of the "ideal" configuration.

Now that you have created an ideal configuration, we need to capture it in a convenient format for restoring it to target Macintoshes. To do this, we will use Disk Copy.

Follow the instructions in Apple Software Restore for making an Image of your ideal Macintoshes hard drive. Once you have created the image, you must prepare it for use with Apple Software Restore. Follow the instructions for Apple Software Restore for preparing an image for restoration. Repeat this step for each configuration that you desire.

Tips for making your image:
Start the Macintosh from an external volume so that Disk Copy can make an image from the disk. Do this because, if the internal drive is the startup volume, Disk Copy will not be able to make an image of it.
Disk Copy cannot be run from the disk that is being imaged, so run Disk Copy from the external disk.
According to the ASR SDK, you can save the image as Read-Only, or Read-Only Compressed. I recommend saving as Read-Only. After it is created, I use the "Convert..." command to change it in to a Read-Only Compressed. It seems much faster than creating it directly in to a Read-Only Compressed.

Put all the images you create in the Configurations folder of the ASR Folder. This is where restoration configurations are stored for use with ASR. (See Instructions for ASR)


Step 3
Create bootable CD.

Now create a bootable CD that contains system software that will run Apple Software Restore (ASR requires 7.5 or later) and boot the target machines.(I reccomend 8.1, but this won't be possible in situations where the target computers do not have enough RAM to run 8.1) Following the instructions for Adaptec's Toast, create a CD that will boot your target machines. On this CD you will need to have a System Folder, the Apple Software Restore application, and the Configurations Folder containing the HD images that you created in Step 2.

Step 4
Boot from the Bootable CD you created, launch Apple Software Restore, and restore your target machines. See ASR Quick Reference Guide for complete instructions.


5)Using Apple Software Restore over the Network
If you do not have a CD Rom Burner, you can use Apple Software Restore over your network. Follow the instructions above to create the Restoration Configurations. On your AppleShare file server, create a Shared Folder for Apple Software Restore. Put Apple Software Restore and your configurations folder in to the Shared Folder. Share this folder.You are now ready to mount the share from your target computer and perform a restore over the network.

To access Apple Software Restore, and be able to restore on to the internal Hard Drive of the target Macintosh, the Macintosh must be started from a Network Ready startup disk, floppy or CD Rom. Boot your Macintosh, log on to the AppleShare server. Launch Apple Software Restore, and use the configuration you created to restore the Macintosh

 

This article was written by Reed Jackson, SE for Apple K-12 Northern California. Please forward any comments to rjackson@apple.com

Additional Resources-

Apple Developer Connection: Using Apple Software Restore