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Separating System and User Data with DeployStudio

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Separating System and User Data with DeployStudio

Some end-users seem to find new ways to mess-up their computers, instead of spending a lengthy time trying to undo the damage, IT Staff can simply reimage a Mac with DeployStudio.

Placing the operating system (OS X & Applications) and user data (home directories) on separate partitions makes the process of restoring/upgrading the operating system even faster as there is no longer a need to migrate user data. 

Below I have listed the steps to configure DeployStudio to set up Macs with separate partitions for operating system and user data.

Setup

In DeployStudio create a new workflow titled ‘Partition’. The first item to add is a safeguard Alert task, followed by a Partition task. Allocate 80 GB to ‘System’ and the remaining space to the ‘Data’ partition. Also set ‘Target volume’ to ‘First disk available.’

Now edit your existing Reimage workflow. Before your ‘Restore’ task add a ‘Workflow’ task and set ‘Embed workflow’ to ‘Returned by script…’ and the script to ‘check_partitions.sh’. The check_partitions.sh script can be downloaded from here.

The check_partitions.sh script:

  • Skips partitioning if the System and Data partitions already exist.
  • Partitions the disk if neither System or Data partitions are found.
  • Aborts the DeployStudio workflow if only one of the partitions are found.

Under your ‘Restore’ task set the ‘Target volume’ to ‘System’ and ‘Rename volume’ to ‘System’.

After the ‘Restore’ task add a ‘Generic’ task, set the command to ‘redirect_users.sh’, check ‘Postponed execution’ and ‘Automate.’ The redirect_users.sh script can be downloaded from here.

The redirect_users.sh script:

  1. Removes the standard Users directory from the System partition. 
  2. Creates a symbolic link pointing Users to /Volumes/Data/Users.
  3. Recreates the /Users/Shared directory on the Data partition.

 

That’s it, happy reimaging!

 

Additional Information

Size Restriction
Unlike the standard single Macintosh HD partition layout, users are limited by the size of the Data partition. This can be an issue for small (<128 GB) MacBook Air SSDs. If your Macs are low on storage I recommend taking a look at this DeployStudio guide.

Always Backup
Although reimaging a machine with the above set up should not affect the Data partition you should always ensure your user has an up-to-date backup (e.g. Time Machine) beforehand.

No FileVault Support
Working mainly in school environments there has never been a demand for encrypting user data. Feedback from MacEnterprise.org members has brought to my attention that FileVault only encrypts the OS X partition (System) and not the Data partition. If you plan on using FileVault the only option is to keep everything on a single partition.

Missing Finder Icons
If a home directory path contains a symbolic link there is a bug in Finder where the pretty sidebar/home folder icons are missing. This issue occurs because we are using a symbolic link to redirect the Users directory.

To correct this issue OS X needs to be updated with the actual path to the user’s home directory. This can be done in System Preferences > Users & Groups, unlock the preferences and right click your user account > Advanced Options and update ‘Home directory,’ with the actual path (e.g. /Volumes/Data/Users/mpage).

This can also be achieved in Terminal with the ‘dscl' command by updating a user’s ‘NFSHomeDirectory’ attribute.

To automate this for school environments I have created a LaunchDaemon script, set to run on startup. This script updates all local user accounts with their actual home directory paths. You can download the script from here.

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DeployStudio Rsync Backup & Restore User Data

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DeployStudio Rsync Backup & Restore User Data

The MacBook Air is a great laptop and thanks to its SSD (Solid-state Drive), it provides impressive read and write speeds. The only problem is that SSD storage is expensive and the approach of storing user data on a separate partition becomes unfeasible with the limited space. One site running a fleet of 64GB MacBook Airs found themselves manually backing up user data before reimaging, then manually restoring the user's data.

To help improve their workflow, I investigated methods of backing up user data during reimaging with DeployStudio. I came across the BackupRestore scripts by Rusty Myers and they looked great for backing up and restoring over a gigabit network (up to 125 MB/s). However, since all reimaging at this site occurs in the I.T. Office, I wanted to make use of the jaw-dropping speeds of USB 3.0 (up to 525 MB/s) and Thunderbolt (up to 1.25 GB/s). Of course, real world transfer rates are less due to disk read/write speeds, but it’s still a substantial improvement over gigabit Ethernet speeds.

My solution involves two scripts, a backup script ran just before DeployStudio reimages the internal disk and a restore script executed on first boot.

To further speed up the backup/restore process, unwanted data is skipped with rsync’s --include-from option, allowing pattern filtering of the items backed up and restored. A good example use is skipping the restore of ~/Library/Caches directories.

Setup

Setting up the required workflows is straightforward and takes approximately 10 minutes. To try it out simply follow the steps below.

Download backup.sh, restore.sh, backup_filter.txt and restore_filter.txt from GitHub here.

Copy backup.sh and restore.sh into your DeployStudio Scripts directory.

Copy backup_filter.txt and restore_filter.txt into your DeployStudio Files directory.

Open DeployStudio and create a workflow called 'Backup', add a ‘Generic’ script task and select backup.sh from the ‘Command’ drop-down list.

Create another workflow called ‘Restore’ and add a file copy task. Set the ‘Target volume’ to ‘Macintosh HD’, select ‘restore_filter.txt’ from the ‘File’ drop-down list and set the ‘Path’ to ‘/Library/Scripts’. Add a ‘Generic’ script task and select ‘restore.sh’ from the ‘Command’ drop-down list and check ‘Postponed execution (command will be launched on first boot).’

Create a third workflow called ‘Backup + Reimage + Restore’ and drag over three ‘Workflow’ tasks. As you can probably guess, the first ‘Workflow’ task is set to ‘Backup’. The second is your standard workflow for reimaging and the last is ‘Restore’.

Duplicate this workflow, rename it to ‘Reimage + Restore’ and remove the first backup ‘Workflow’ task. This workflow is used to restore a backup to a different Mac.

Lastly, uncheck the Publish checkboxes next to your reimage and ‘Restore’ workflows.

Time To Test

Before proceeding make sure you have a backup of any important data!

Format a USB/Thunderbolt/FireWire external disk, with the name 'Backups' and connect it to a Mac you wish to reimage.

NetBoot into DeployStudio and test out the new workflows.

Rapid Backup & Restore

Unfortunately, todays MacBook Airs only have one Thunderbolt port and during reimaging, that port is taken up by a Thunderbolt to gigabit Ethernet adapter. Although untested, I believe a Belkin Thunderbolt Express Dock would allow NetBooting into DeployStudio while attaching a Thunderbolt SSD.

Mac Migration

To migrate a user from one Mac to another, first run the the Backup workflow to take a backup of the source Mac. Connect the external disk to another Mac you will see a directory with the serial number of the source Mac. Simply rename the directory to the serial number of the destination Mac. Connect the backup disk to the destination Mac and then run a ‘Reimage + Restore’ workflow on the new Mac.

It is important to note that the restore script does not recreate user accounts, it just transfers user home directories. This is by design as the creation of the mobile account occurs when a user logs into the Mac for the first time.

Backup Archive

After successfully restoring a backup, it is moved into /Volumes/Backups/Restored/. This allows for recovery of any files that may have been skipped during restore, due to restore_filter.txt rules.

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