USMT ships with three standard migration .xml files. You can customize these files to control the behavior of USMT during migration. In addition to the three standard files, you can develop custom .xml files to migrate special application settings and files. The three migration .xml files included with USMT are:
MigSys.xml When migrating to a computer running Windows XP, this file controls which operating system and browser settings to migrate. You can customize this file for specific needs. This file is not used when migrating to Windows Vista because USMT uses manifests to migrate these settings.
MigApp.xml This file controls which application settings to migrate to both Windows XP and Windows Vista. You can customize this file for specific needs.
MigUser.XML This file controls which user folders, files, and file types to migrate to both Windows XP and Windows Vista. You can customize this file for specific needs.
You manage USMT through command-line options and the migration .xml files. You can modify the default files to control some aspects of the migration and create custom .xml files to migrate specific application settings and data. The following list describes customization points for USMT:
Command-Line Control You can use command-line options, such as /ui and /ue, to include and exclude specific users during the migration process. You can also specify custom .xml files and manage encryption and compression options.
Customizing the Migration XML Files You can modify the migration .xml files to exclude portions of a standard migration or to redirect data and settings during the migration process. This capability is especially helpful for scenarios in which you want to consolidate migrated data.
Generating Config.xml You can generate a Config.xml file to exclude an entire component from the migration. For example, you can exclude the entire My Documents folder or exclude all of the settings for a specific application. Using this file to exclude components is easier than modifying the migration .xml files because you don’t have to understand the migration rules or syntax. Using this file is also the only way to exclude operating system settings when migrating to Windows Vista; USMT does not use MigSys.xml when migrating to Windows Vista. For more information about Config.xml, see the usmt.chm help file in USMT.
The default migration .xml files use XML elements to control migration behavior. These files cover the most common applications, documents, and setting. If you want to migrate settings and application data that the default migration .xml files don’t cover, you should create a custom .xml file. The full XML reference for USMT is available at http://go.microsoft.com/fwlink/?LinkId=73855. The usmt.chm help file in USMT also describes how to create migration .xml files.
By default, Scanstate and Loadstate look for the migration .xml files in the same folder from where the programs start (C:\Program Files\USMT30). You can copy your customized versions of these files into the program folder, or you can store them centrally and use command-line options to specify the location of these files. The following list describes how to deploy custom migration .xml files for stand-alone use, with BDD 2007, and with the SMS 2003 OSD Feature Pack:
Stand-alone use You can store the migration .xml files in the USMT program folder or place them in a central location. If you store them in the USMT program folder, you don’t need to specify a path on the command line. If you store them centrally, you must specify the full path (scanstate \\server\share\computer /i:\\server\share\custom.xml).
BDD 2007 BDD 2007 has a specific organization for distribution shares. You must store custom migration .xml files in the Tools\platform folder of the distribution share, where platform is either x86 or x64.
SMS 2003 OSD Feature Pack The SMS 2003 OSD Feature Pack uses USMT to migrate user state data during operating system deployments. You can specify the location of migration .xml files and data stores during the configuration of the SMS 2003 OSD Feature Pack. See the SMS 2003 OSD Feature Pack documentation for more information.
User state migrations can be launched and controlled in a number of ways. Among these are direct command-line execution, scripting, BDD 2007, and the SMS 2003 OSD Feature Pack. This section describes how to enable USMT in BDD 2007 as well as how to add custom migration .xml files to BDD 2007.
The default task sequence separates the process into two phases. One of the pre-installation phases is State Capture; one of the post-installation phases is State Restore. The entire state migration work is tucked into these two phases.
In the State Capture phase, the Capture User State step runs ZTIUserState.wsf /capture to capture user state. It uses settings from the deployment point’s CustomSettings.ini file or the BDD 2007 database. In the State Restore phase, the Restore User State step runs ZTIUserState.wsf /restore to restore the state data captured in the Capture User Step.
The first step in ZTIUserState.wsf is to install USMT 3.0 on the computer—if USMT 3.0 is not already installed—whether the script is capturing user state or restoring it. ZTIUserState.wsf installs the correct platform and operating system version of USMT. For the /capture command-line option, ZTIUserState.wsf reads its settings (UDDShare, UDDir, and so on) from the environment and then chooses the best place to create the data store based upon UserDataLocation. In the final step, the script executes ScanState with the command-line arguments that it assembled from the data in the environment. For the /restore command-line option, ZTIUserState.wsf retrieves information about the data store it created from the environment and then runs LoadState using the command line that it assembled from that information.
BDD 2007 can automatically download USMT components and place them in the correct folders. The advantage of allowing BDD 2007 to download the components is that BDD 2007 always downloads the most recent version of the files. You can also manually install USMT components by downloading and copying them to the Tools\platform folder in the BDD 2007 distribution share. Use the locations specified in Table 1 to locate the destination for each file.
The data stores can be within the BDD 2007 distribution share. However, creating a share for the data stores on a separate server is better than putting the data stores in the distribution share, as it spreads the load and allows you to more easily dedicate resources to user state migration.
After creating the share for the data stores, you configure the data store location by customizing properties in each deployment point’s CustomSettings.ini file, as shown in Figure 2. To configure CustomSettings.ini, right-click a deployment point in Deployment Workbench and click Properties; then configure CustomSettings.ini on the Rules tab. You can also customize these properties in the BDD 2007 database.
BLANK For LTI, the Windows Deployment Wizard prompts for the storage location. For ZTI, this is the same as setting the property to NONE.
AUTO BDD 2007 creates the data store on a local hard disk, if space is available. Otherwise, it creates the data store on the network location specified in the UDShare and UDDir properties.
NETWORK BDD 2007 creates the data store in the location designated by the UDShare and UDDir properties.
Note
You can also use removable media and local data stores during a user state migration by not setting the UserDataLocation value. The Windows Deployment Wizard will prompt you for the user data location. See the Configuration Reference Guide in BDD 2007 for more details about these properties.
BDD 2007 will use only the default migration .xml files unless you indicate the path to your custom .xml files. As with other properties in BDD 2007, you can configure them in each deployment point’s CustomSettings.ini file or add them to the BDD 2007 database.
Set the property USMTMigFiles to the name of each custom migration .xml file. If you don’t configure this property, BDD 2007 uses the default migration files: MigApp.xml, MigUser.xml, and MigSys.xml. If you do configure this option, BDD 2007 uses only the files specified in the property. Therefore, if you configure this property, it must also include the default migration .xml files. For example, the following line in CustomSettings.ini adds Custom.xml to the default .xml files:
USMTMigFiles=MigApp.xml, MigUser.xml, MigSys.xml, Custom.xml
Do not try to customize the script that drives the USMT process (ZTIUserState.wsf) to add migration .xml files by adding the /I command-line option. This can potentially cause the script to work improperly. Only add custom migration .xml files by customizing the USMTMigFiles property.