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Configuring User State

The tasks User State can perform are organized into three general categories:

  • Policy - Defines and applies specialized user setting policies for power management, directory mappings and printers.
  • Desktop Standard - Defines and applies standard user settings.
  • User Settings - Backs up each user's individual user settings and local user accounts and either restores them or migrates them.

Installation and Module Configuration

Regardless of which category of task you want to perform, the same general installation and module configuration steps apply.

  1. Install User State clients on both source and target machines using Install/Remove.
  2. Define a data location to store user settings. Typically this is a network directory that both source and target machines can access with their credentials. Applies only to individual user settings using Backup, Restore and Migrate. Policies and desktop standard user settings are stored on the KServer.

    Note: In general, use domain user credentials when managing machines using User State. See Agent > Set Credential.

  3. Optionally change the default maximum number of days to maintain User State log files using Max Log Age.

Configuring Policies

You can define and apply each of the three specialized User State policies separately.

  • Power Management
    1. Before applying power policies to a machine, use the Power Status page to compare existing power settings of machines to any of the power policies already defined. You can show this page to customers who are considering using the power management features in User State Management.
    2. Define power policies and apply them to target machines using the Power page. A power policy is not defined by group ID, since the same power policies are applicable to multiple customers.
    3. Recheck the Power Status page to display the conformance of machines to new or changed power policies. Optionally select the Assigned Power Policy item from the Conformance drop-down list to determine which machines do not conform to the power policy applied to the machine.
  • Mapped Drives
    • Define mapped drive policies and apply them to target machines using the Mapped Drives page. A mapped drive policy is defined by group ID, since mapped drives are typically unique to a customer site.
  • Printers
    • Define printer policies and apply them to target machines using the Printers page. A printer policy is defined by group ID, since printers are typically unique to a customer site.

Configuring Desktop Standard Packages

A desktop standard package is an install file created to apply user settings uniformly across multiple machines, typically within the same company. For example, a company may want a set of company-specific desktop icons and internet bookmarks always available on each user's machine.

  1. Create a desktop standard package using the Define Package page. Typically desktop standard packages are specific to a group, but you can optionally create a desktop standard package for <All Groups>.
  2. Apply a desktop standard package to one or more target machines using Deploy Package.

Configuring User Settings

User Settings backs up each user's individual user settings and local user accounts and either restores them or migrates them.

  1. Schedule a one-time or recurring backup of settings for all local user accounts on selected machine IDs using Backup.
  2. Optionally restore one or more local user accounts to a single target machine ID using Restore, or...
  3. Optionally migrate user settings for one or more local user accounts from a source machine to multiple target machines using Migrate. Optionally rename or add local user accounts on the target machine.