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Windows 7 : Developing Migration Files, Using USMT in Microsoft Deployment Toolkit

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9/22/2012 9:25:36 PM

1. Developing Migration Files

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:

  • MigApp.xml Contains rules to migrate application settings.

  • MigDocs.xml Contains rules that can find user documents on a computer automatically without creating extensive custom migration .xml files. Use this migration file if the data set is unknown. Don't use this migration file and MigUser.xml together.

  • MigUser.xml Contains results to migrate user profiles and user data. Don't use this migration file and MigDocs.xml together.

1.1. Customizing USMT

You manage USMT through command-line options and the migration .xml files. You could modify the default files to control some aspects of the migration, but this is not recommended. The better option is to 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 helpful for scenarios in which you want to consolidate migrated data, but a better alternative to customizing the existing migration files is creating custom migration files.

  • Generating Config.xml You can generate a Config.xml file to exclude an entire feature from the migration. For example, you can exclude the entire Documents folder or exclude all of the settings for a specific application. Using this file to exclude features 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 7. For more information about Config.xml, see the USMT.chm help file in the Windows AIK.


Note:

You can use migration .xml files that you created for USMT 3.0 with USMT 4.0. To use new USMT features, you must refresh your migration files to use new XML elements and command-line options.


1.2. Control File Syntax

The default migration .xml files use XML elements to control migration behavior. These files cover the most common applications, documents, and settings. 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 in the USMT.chm help file in the Windows AIK. Additionally, the XML reference in USMT.chm contains good examples that you can use as your starting point for creating custom migration .xml files.


Note:

The best practice is to create custom migration .xml files instead of adding application data and settings to the default migration .xml files. Doing so makes maintaining those settings easier over time and prevents confusion.


1.3. Deploying Migration Files

The following list describes how to deploy custom migration .xml files for stand-alone use, with MDT 2010, and with Configuration Manager:

  • Stand-alone use You can store the migration .xml files in the USMT program folder or place them in a central location. You must specify the full path to each migration .xml file (Scanstate \\server\share\computer /I:\\server\share\migration.xml).

  • Microsoft Deployment Toolkit MDT 2010 has a specific organization for deployment shares. You must store custom migration .xml files in the USMT\platform folder of the deployment share, where platform is either x86 or x64.

  • Configuration Manager Configuration Manager 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 Configuration Manager. See the System Center Configuration Manager 2007 documentation for more information.


2. Using USMT in Microsoft Deployment Toolkit

User state migrations can be started and controlled in a number of ways. Among these are direct command-line execution, scripting, MDT 2010, and Configuration Manager.

2.1. Specifying the Data Store Location

Performing hard-link migrations is the recommended action in Refresh Computer scenarios, and this is the default behavior of MDT 2010. For other scenarios, you can create the data stores within the MDT 2010 deployment share. However, creating a share for the data stores on a separate server is better than putting the data stores in the deployment share because it spreads the load and allows you to dedicate resources to user state migration more easily.

After creating the share for the data stores, you configure the data store location by customizing properties in each deployment share's CustomSettings.ini file, as shown in Figure 1. To configure CustomSettings.ini, right-click a deployment share in Deployment Workbench and click Properties; then configure CustomSettings.ini on the Rules tab. You can also customize these properties in the MDT 2010 database. Table 1 describes these properties. 

Figure 1. Configuring USMT settings in CustomSettings.ini


Table 1. USMT Properties in MDT 2010
PROPERTYCONTROLS
LoadStateArgs=argumentsThe arguments passed to LoadState. MDT 2010 inserts the appropriate logging, progress, and data store parameters. If this value is not included in the settings file, ZTIUserState.wsf uses LoadStateArgs=/v:5 /c /lac.
ScanStateArgs=argumentsThe arguments passed to ScanState. MDT 2010 inserts the appropriate logging, progress, and data store parameters. If this value is not included in the settings file, ZTIUserState.wsf uses ScanStateArgs=/v:5 /o /c. Use the property USMTMigFiles to specify the .xml files to be used by Scanstate.exe instead of using the /i parameter in the ScanStateArgs property. This prevents the ZTIUserState script from potentially duplicating the same list of .xml files.
UDDShare=PathThe network share in which to create data stores, such as UDDShare=\\server\MigData$. This value is ignored when performing hard-link migrations.
UDDir=FolderThe folder where the user state migration data is stored. This folder exists beneath the network shared folder specified in UDDShare. For example, UDDir=%ComputerName%. This value is ignored when performing hard-link migrations.
UserDataLocation=[blank | AUTO | NETWORK | NONE]The location in which user state migration data is stored:
  • 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 MDT 2010 performs a hard-link migration.

  • NETWORK MDT 2010 creates the data store in the location designated by the UDDShare and UDDir properties.

UDProfiles=Profile1, Profile2, ProfileNA list of user profiles to save during the MDT 2010 State Capture phase by Scanstate.exe, such as UDProfiles=Administrator, Patrice, Dave.


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 Toolkit Reference in MDT 2010 for more details about these properties.


2.2. Adding Custom Migration Files

MDT 2010 will use only the MigApp.xml and MigDocs.xml files unless you indicate the path to your custom .xml files. As with other properties in MDT 2010, you can configure them in each deployment point's CustomSettings.ini file or add them to the MDT 2010 database.

Set the property USMTMigFiles to the name of each custom migration .xml file. If you don't configure this property, MDT 2010 uses the default migration files: MigApp.xml and MigDocs.xml. If you do configure this option, MDT 2010 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.

USMTMigFiles1=MigApp.xml
USMTMigFiles2=MigDocs.xml
USMTMigFiles4=Custom.xml


Note:

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 and may make upgrading to future versions of MDT problematic. Add custom migration .xml files only by customizing the USMTMigFiles property.

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