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Desktop Configuration and Cloning

Desktop Configuration and Cloning. Instructor: Chuck O’Shea coshea@infopeople.org An Infopeople Workshop Fall-Winter 2006.

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Desktop Configuration and Cloning

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  1. Desktop Configuration and Cloning Instructor: Chuck O’Shea coshea@infopeople.org An Infopeople Workshop Fall-Winter 2006

  2. Infopeople is a federally-funded grant project supported by the California State Library. It provides a wide variety of training to California libraries. Infopeople workshops are offered around the state and are open registration on a first-come, first-served basis. For a complete list of workshops, and for other information about the project, go to the Infopeople website at infopeople.org. This Workshop is Brought to You by the Infopeople Project

  3. Introductions • Name • Library • Position • What is your experience with adding software, configuring administration functions?

  4. Packet • Agenda • PowerPoint • Exercises • Handouts • CD

  5. Class Assumptions • You are comfortable with basic computer skills • You have installed and configured software • You are are the person at your library who will be configuring your Public Access Computers • You will be using Windows XP

  6. What kinds of computer issues arise when offering computers to the public?

  7. How do you handle these problems currently?

  8. Workshop Goals • Help you understand the issues in making computers accessible to the public • Share a solution • create a hard drive image set up for public access computing • clone it

  9. If Working with a Used Computer • Need to clean up the hard drive • don’t know how it’s been used • registry could be hiding things • get rid of personal files/programs • Restore depends on manufacturer • Want to do more than just reinstall OS

  10. To Create a Secure Public Access Computer • Install Updates • Install Apps • Tighten System • Customize Profile • Use Shared Computer Toolkit • Change BIOS • Create Image • Clone We are assuming you have a new computer with a clean install of Windows XP or have restored the hard drive of a used computer.

  11. Step #1 - Install Updates • Download and run Service Packs and updates so you are running the most current version of the OS • less vulnerable to security risks • bug fixes • take advantage of new technology

  12. Step #2 - Install Applications • For example • Microsoft Office • Virus & Spyware Protection • Printer Drivers • Public Browser • Media Players

  13. Public Browser • Features: • easy configuration • URL tracking • popup restriction • auto clearing of cache and cookies • Installation • Configuration

  14. Public Browser Configuration

  15. Public Browser Overrides • What are they? • What do they do? • Shift/Alt/Control/Insert

  16. Exercise #1 Install & Configure Public Browser

  17. Step #3 - Tighten System for Public Access • Remove unnecessary programs • Remove unnecessary features • Disable unnecessary services

  18. Removing Unnecessary Windows Components for Public Access • Fax • MSN Explorer • Outlook Express • Networking Services • Windows Messenger What about games?

  19. Exercise #2 Removing Unnecessary Windows Components for Public Access

  20. Remove Unnecessary Features for Public Access • Remote desktop • System restore • Fast user switching • Offline files • Hibernation

  21. Exercise #3 Removing Unwanted Features for Public Access

  22. Disable Unnecessary Services for Public Access • Distributed link transaction • Secondary logon • Task scheduler • Terminal services • Telephony • Wireless zero configuration

  23. Exercise #4 Disable Unnecessary Services for Public Access Computers

  24. Step #4 User Profile • A user profile defines customized desktop environments, such as individual display and network and printer connections settings. • With profiles, the system administrator can set access for different users: • Desktop shortcuts • Windows preferences • Printers • First-time settings

  25. For PAC You Need Two Profiles • Administrator • install and uninstall software • configure settings • create and delete users • Limited • run programs • access the Internet • create files and folders • Public • Adults • Children

  26. Create Public Account • Creating a Public account for shared access with limited access • Account will be shared by all public users • Account will be a Limited Account that will not allow user to perform administrative functions

  27. Configure the Public User Profile • Log on as local user • Run all programs installed for the first time • Examples • configure Office programs • Windows Media Player • Adobe Reader • Configure settings

  28. Exercise #5 Create a User Account and Configure the “Public Profile”

  29. Customize All Users Start menu • Changes made to All Users Start Menu affect everyone that uses that computer. • Most programs install Start menu shortcuts in the All Users profile • To customize “All Users” Start Menu • Login as administrator • Remove unwanted Icons • Add programs to Start Menu

  30. Step #5 - Use Shared Computer Toolkit • Free from Microsoft • download the latest version • get product support • view demos http://www.microsoft.com/windowsxp/sharedaccess/default.mspx

  31. Microsoft Shared Computer Toolkit • Only works on Windows XP • protects windows partition (drive c:) • allows you to restrict users • easy access to computer settings • profile manager • easy access • more options • easily change Accessibility options

  32. Hive Cleanup Service • Prompted to get when you install Shared Computer Toolkit • Eliminates log off problems • Must be installed and running to work

  33. SCT Step 1 – Prepare Disk • Prepare the disk for Windows disk protection • requires unallocated space • we will use Symantec’s Partition Magic 8.0 to create an unallocated partition • minimum of 1GB up to 10% of disk space • space used for temporary files

  34. Partition Magic • Allows you to: • merge partitions • create new partitions • resize partitions • Run it from the CD • does not need to be installed

  35. Exercise #6 Download and Install Shared Computer Toolkit, Install Hive Cleanup Service, and Run Partition Magic

  36. SCT Step 2 – Set Security Settings • Prevent account names from being saved • Force passwords to be secure • Prevent Windows for caching credentials with profile • Prevent creation of files and folders on Windows Drive* • Prevent logon to locked profiles • Remove cached copies of locked profiles • Remove Shut Down and Turn Off Computer options • Prevent MS Office document from opening in IE • Use Welcome screen* • Remove administrator from Welcome screen* * Recommended

  37. SCT Step 3 – Create Public Account • We’ve already done

  38. SCT Step 4 - Configure the Public User Profile • We’ve already done

  39. SCT Step 5 - Restrict Local User Profile • Set and lock to prevent permanent changes by user • change general settings • recommended restrictions • optional restrictions • lock profile • Once changed and locked, must be unlocked to alter settings

  40. General Settings • IE Homepage • Proxy • Proxy Exceptions • Session Times • Restrict Drives • Lock Profile • Restart at Logoff

  41. Locking a Profile • The following are items that are not kept between logons when a profile is locked: • Internet history and cookies • Favorites • Files stored on the desktop • Desktop wallpaper • Changes to program settings • Accessibility changes • Start menu changes

  42. Recommend User Restrictions for Public Access Computers • Start Menu restrictions • General Windows restrictions • IE restrictions • MS Office restrictions • Software restrictions

  43. Optional User Restrictions Include Additional… • Start Menu restrictions • General Windows XP restrictions • Internet Explorer restrictions • Software restrictions

  44. Exercise #7 Setting User Restrictions

  45. SCT Step 6 - Testing the Public User Profile • Check • Desktop • Screen saver • Programs availability • Check Accessibility Tools • Visuals • Sound • High contrast • Keyboard and mouse • Check Menus

  46. SCT Step 7 - Windows Disk Protection • Protects the Windows operating system and program files from being permanently changed on a Windows partition. • User changes will stay until the next restart • Admin can make permanent changes • add new programs • modify registry • add user account

  47. Options for setting Windows Disk Protection • Clear Changes • clears all changes with each restart • One Restart • retain changes for one restart • Indefinitely • keeps files through multiple restarts • Save Changes • write changes to C:

  48. Windows Disk Protection Settings • Set schedule for critical updates • Set schedule for antivirus updates

  49. Exercise #8 Turn on Disk Protection

  50. What’s the BIOS? • Acronym for basic input/output system, the built-in software that determines what a computer can do without accessing programs from a disk • On PCs, the BIOS contains all the code required to control the keyboard, display screen, disk drives, boot order, date and time, and a number of miscellaneous functions

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