Create USMT Scan Template

You can create a scan template to specify which data to migrate, for example include user-specific files and settings and exclude user profiles and data. You can use the template for online and offline user state migrations from the appliance.

1.	Open the KACE Systems Deployment Appliance Administrator Console or the KACE Remote Site Appliance.

2.	KACE Remote Site Appliance only. Ensure the following steps are completed:

◦	The USMT Toolkit is uploaded to the linked KACE Systems Deployment Appliance.

◦	The RSA is synchronized with its KACE Systems Deployment Appliance, causing the USMT Toolkit to be pushed out to the RSA.

3.	On the left navigation pane, click Library to expand the section, then click USMT Scan Templates to display the USMT Scan Template page.

4.	Select Choose Action > Add Scan Template to display the USMT Scan Template Detail page.

5.	In Name, type a unique name to identify the template.

6.	Set the User selection options:

◦	Select the Scan all available user states check box to scan all of the user states on a device.

◦	Select the Specify users to excluded check box to exclude the user states set from the scan. You can Include the user states for exclusion in a comma-separated list in the config.xml file created using the /genconfig option in the ScanState Tool.

7.	Set the Command-line options that the appliances uses to run the scan. Most cases use the default command-line options.

8.

Set the Content configuration options to control which data to capture and migrate using the customized configuration config.xml file. Use this feature to exclude Windows and Document components only. Generate the configuration file on a workstation with the same files and folders, applications, and component setup as the device from which you are scanning the user states.

◦	Select the Exclude Files check box to choose file types to exclude. You can also list the file extensions in a comma-separated list.

◦	Select the Specify config file check box to select the Windows components to include or exclude.

9.	Click Save.

The template appears in the list on the USMT Scan Templates page.