5.1 Creating a Personality Template

Personality Migration uses a template to perform automated migrations by using the directive bundles. This provides an efficient migration method without stepping through the ZENworks Personality Migration user interface each time you want to perform a migration on a specific machine. Ensure that you use the same template for the store and apply process.

A template defines policies that describe to the ZENworks Personality Migration engine the migration rules for the following settings categories:

The template communicates which items are to be saved from the source Windows machine into the PNP file, and which items are to be applied to the destination machine.

A template is an XML file that can be read and edited with any editor. However, using the Template Builder for ZENworks Personality Migration is a convenient way to build custom templates for migrations, so you can have standardized and consistent migration across an organization.You can create templates using the Template Builder.

5.1.1 Starting the Template Builder

  1. On a supported Windows device, click Start > All Programs > Novell ZENworks > ZENworks Personality Migration Template Builder.

5.1.2 Using the Template Builder to Create a Template

The Template Builder consists of four tabs in addition to standard File options such as New, Open, and Save.

  1. Open the Template Builder to display the default Users tab.

    The Users tab options control template information for the user migration.

  2. Select one of the options described in the following table, depending on whether you want to migrate one user, all users, or a selected list of users.

    Option

    Description

    Migrate the settings for the currently logged in user

    Migrates the settings for the currently logged in user to another logged in user.

    Migrate the settings for all users

    Migrates all the settings selected in the template for all the user profiles in the system. Click Exceptions to list users you want to exclude from migration.

    Add User: Lets you select all the local users, the domain users, or a specific user to be excluded from migration. For example, if you do not want to migrate the administrator settings from any of the systems targeted for migration, click Add User, select The following user option, specify administrator, then click OK.

    Delete User: Lets you remove the user from the list of users excluded from migration.

    Add users to migrate

    This option allows you to explicitly list the profiles to migrate.

    Add User: Lets you select all the local users, the domain users, or a specific user to be migrated.

    You can also map a username on the source machine to a different username on the destination machine:

    1. Click Add User.

    2. Click The following user option and specify the username. Ensure that the username is a valid account on the host machine, such as user1.

    3. Click OK to display the username in the Source column.

    4. From the drop-down list, click the destination of the newly added user displayed as Create User Named “username” by default. For example, Create User Named “user1”. The user’s account is created with a blank password on the destination device.

      IMPORTANT:The source user account is not created on the destination device if the Password Complexity policy is enabled on the destination device.

      or

      Select the Create New User option, and specify the username and the password to be created on the destination machine to which you want to migrate the personality settings. If the Password Complexity policy is enabled on the destination device, the password that you specify should match the password complexity of the destination device.

    5. Click OK.

    Delete User: Lets you remove the user from the list of users to be migrated.

  3. Click the System tab, then deselect any settings you do not want to migrate.

    The System tab controls the system settings to be migrated for each of the user accounts selected in the Users tab. By default, all the settings are selected.

    To deselect all the options, right-click the Source panel and select the Uncheck All option. To select all the options in the Source panel, right-click and select the Check All option.

  4. Click the Applications tab to display the list of all the applications you can migrate.

    To deselect all the options, right-click the Source panel and select the Uncheck All option. To select all the options, right-click the Source panel and select the Check All option.

  5. Select an appropriate destination application from the drop-down list in the Destination column. ZENworks Personality Migration supports the migration of the application settings between:

    • Same applications of same version: Migrates settings between applications of the same version.such as from Microsoft Office 2003 to Microsoft Office 2003.

    • Same applications of different versions: Migrates settings from the source application to a destination application of higher version. such as from Microsoft Office 2003 to Microsoft Office 2007.

    • Cross Applications: Migrates settings from the source application to a destination application of similar type, such as from Internet Explorer to Firefox.

    Before migration, ensure that the destination application is installed on the destination machine. An application setting selected for migration is ignored if it is not available on the source machine or the destination machine.

  6. Click the Files tab to display settings for migrating data.

    The Files tab allows you to set the rules for the migration of data.

    IMPORTANT:Do not select to migrate the entire temp folder to the destination. Select only those files that you want to migrate. This is because the migration process utilizes the temp folder, and selecting the entire folder for migration displays error messages.

  7. Click Add File to add a file to migrate.

    1. Click Browse to browse to and select the file you want to add for migration.

      or

      Click Variables to select a variable that maps to the location of the file you want to migrate. For example, if you want to migrate a desktop file named test.txt, click the desktop variable and append \test.txt to it.

      If the variable is a directory, the path should end with a \ (backslash). For example, if you want to migrate the desktop directory, the variable is %desktop%\.

      For more information on variables, see Section E.0, Understanding Variables.

    2. Click OK to list the file in the Source column.

    3. Double-click the filename in the Source column to open the File Destination dialog box.

    4. Click Browse to browse to and select the destination location for the file migration

      or

      Click Variables to select a variable that maps to the destination location. For example, if you want to migrate the file named file1 to the favorites directory, click the favorites variable and append \file1 to it.

      If the variable is a directory, the path should end with a \ (backslash). For example, if you want to migrate the desktop directory, the variable is %desktop%\.

      For more information on variables, see Section E.0, Understanding Variables.

    5. Click OK.

  8. Click Add Folder to add a folder to migrate.

    1. Click Browse to browse to and select the folder you want to add for migration.

      or

      Click Variables to select a variable that maps to the location of the folder you want to migrate. For example, if you want to migrate a desktop folder testfolder1, click the %desktop% variable and append \testfolder1 to it.

      If the variable is a directory, the path should end with a \ (backslash). For example, if you want to migrate the desktop directory, the variable is %desktop%\.

      For more information on variables, see Section E.0, Understanding Variables.

    2. Click OK to list the folder in the Source column.

    3. Double-click the folder name in the Source column to open the Folder Destination dialog box.

    4. Click Browse to browse to and select the destination location to migrate the folder.

      or

      Click Variables to select a variable that maps to the destination location. For example, if you want to migrate the folder named folder1 to the programfiles directory, then click the programfiles variable and append the \folder1 name to it.

      If the variable is a directory, the path should end with a \ (backslash). For example, if you want to migrate the desktop directory, the variable is %desktop%\.

      For more information on variables, see Section E.0, Understanding Variables.

    5. Click OK.

  9. Click Add File Type to add the types of files you want to migrate.

    1. In the In Folder field, type the name or click Browse to browse to and select the folder. By default, all the local hard drives are displayed in this field.

    2. (Optional) If you need to add a file type, click Add, then specify the file type, such as .INI.

    3. Select the file types you want to migrate, then click OK to list the file types in the Source column.

    4. Double-click the file type in the Source column to open the File Type Destination dialog box.

    5. Click Browse to browse to and select the destination location for the files.

      or

      Click Variables to select a variable that maps to the destination location.

      For more information on variables, see Section E.0, Understanding Variables.

    6. Click OK.

  10. (Optional) Remove any files or folders that you do not want to migrate.

    1. In the Source column, highlight the item that you do not want to migrate.

    2. Click Remove Item.

  11. (Optional) Exclude any files and folders you do not want to migrate.

    1. Click Exclude Items to display the Exclude Files and Folders dialog box.

    2. Select the options you want to use to exclude items:

      • Add Files: Click Add File, then select the files to be excluded from the migration.

      • Add Folder: Click Add Folder, then select the folders to be excluded from the migration.

      • Add File Type: Click Add File Type, then select the types of files to be excluded from the migration.

      • Remove Item: Click Remove Item to remove the item from the exclusion list and include it in the migration.

    3. Click OK.

  12. Click File > Save to save the template as an .xml file.