Scan user states

You can specify which data and settings to migrate or to exclude from the device from which you are scanning new user states. You can capture user states with the KACE Systems Deployment Appliance, or any linked RSA appliances.

When you synchronize a linked RSA with the KACE Systems Deployment Appliance, any user states on the appliance also appear on the User States list page in the KACE Remote Appliance Administrator Console. When you review individual user state contents, the ability to edit applicable fields and log contents are only available for those user states that are captured locally, but not for any of the user states captured on a linked appliance. Any user states captured on an RSA can be exported.

To scan user states, SMB (Server Message Block) version 2.0 or later must be enabled on the client system.

Create or modify a USMT Scan Template to specify which data and settings to migrate or to exclude. When scanning devices running Windows 7 and higher, configure the following settings:

•	Turn off simple file sharing or the firewall.

•	Enable the default administrator account.

•	Turn off Windows Defender.

•	Enable file and print sharing.

•	Set User Account Control (UAC) to never notify.

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 User States to display the User States page.

4.	Select Choose Action > New to display the Scan New User State page.

5.	Select the USMT version and template.

6.	Complete the Client Device Detail information:

Option	Description
HostName/IP	The fully qualified host name or IP address for the device that you are scanning. Use a comma, semi-colon, or a new line as a delimiter to enter a range of devices.
Domain	The domain name if the device that you are scanning is connected to a domain.
User Name	Administrator privileges on the device that you are scanning.
Password	Administrator privileges on the device that you are scanning.

7.	Click Next.

When the process completes successfully, a list of profiles appears.

8.	Select the profiles that you want to migrate on to the appliance, and click Next.

The Results Log appears.

9.	Click Finish.

If the scan fails, go to Settings > Appliance Logs and check the USMT error log. Stop any processes that should not be running, for example Windows Defender.

◦	The capture process adds a user entry to the image to the User States page in the KACE Systems Deployment Appliance Administrator Console, and also in the Remote Site Console, if the user state is captured using an RSA.

◦	The KACE Systems Deployment Appliance assigns an ID to each captured user state.

Tip:

TIP: Each user state captured with the KACE Systems Deployment Appliance or its linked RSAs has a unique ID. This allows the appliance to keep track of all the different user states captured with the linked KACE Systems Deployment Appliance or RSA, and to synchronize any user states, as you edit them. To find out an ID of a user state, hover over the user state on the User States page. The ID appears in the bottom-left corner.

The selected user states are uploaded to the appliance and appear in the list on the User State page. You can deploy the user states to target devices by assigning the Deploy User States post-installation task to a scripted installation or system image deployment.