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Common Migration Scenarios

Updated: May 31, 2012

Applies To: Windows 7, Windows 8, Windows 8.1, Windows Vista

You use the User State Migration Tool (USMT) 5.0 when hardware and/or operating system upgrades are planned for a large number of computers. USMT manages the migration of an end-user's digital identity by capturing the user's operating-system settings, application settings, and personal files from a source computer and reinstalling them on a destination computer after the upgrade has occurred.

One common scenario when only the operating system, and not the hardware, is being upgraded is referred to as PC refresh. A second common scenario is known as PC replacement, where one piece of hardware is being replaced, typically by newer hardware and a newer operating system.

The following diagram shows a PC-refresh migration, also known as a computer refresh migration. First, the administrator migrates the user state from a source computer to an intermediate store. After installing the operating system, the administrator migrates the user state back to the source computer.

 

USMT PC Refresh scenario

 

A company has just received funds to update the operating system on all of its computers in the accounting department to Windows® 8. Each employee will keep the same computer, but the operating system on each computer will be updated. In this scenario, the update is being handled completely offline, without a network connection. An administrator uses Windows PE and a hard-link migration store to save each user state to their respective computer.

  1. On each computer, the administrator boots the machine into Windows PE and runs the ScanState command-line tool, specifying the /hardlink /nocompress command-line options. ScanState saves the user state to a hard-link migration store on each computer, improving performance by minimizing network traffic as well as minimizing migration failures on computers with very limited space available on the hard drive.

  2. On each computer, the administrator installs the company’s standard operating environment (SOE) which includes Windows 8 and other company applications.

  3. The administrator runs the LoadState command-line tool on each computer. LoadState restores each user state back to each computer.

A company has just received funds to update the operating system on all of its computers to Windows 8. Each employee will keep the same computer, but the operating system on each computer will be updated. In this scenario, an administrator uses a compressed migration store to save the user states to a server.

  1. The administrator runs the ScanState command-line tool on each computer. ScanState saves each user state to a server.

  2. On each computer, the administrator installs the company's standard SOE which includes Windows 8 and other company applications.

  3. The administrator runs the LoadState command-line tool on each source computer, and LoadState restores each user state back to the computer.

A company has just received funds to update the operating system on all of its computers to Windows 8. Each employee will keep the same computer, but the operating system on each computer will be updated. In this scenario, an administrator uses a hard-link migration store to save each user state to their respective computer.

  1. The administrator runs the ScanState command-line tool on each computer, specifying the /hardlink /nocompress command-line options. ScanState saves the user state to a hard-link migration store on each computer, improving performance by minimizing network traffic as well as minimizing migration failures on computers with very limited space available on the hard drive.

  2. On each computer, the administrator installs the company's SOE which includes Windows 8 and other company applications.

  3. The administrator runs the LoadState command-line tool on each computer. LoadState restores each user state back on each computer.

A company has just received funds to update the operating system on all of its computers to Windows 8. Each employee will keep the same computer, but the operating system on each computer will be updated. In this scenario, an administrator uses Windows.old and a hard-link migration store to save each user state to their respective computer.

  1. The administrator clean installs Windows 8 on each computer, making sure that the Windows.old directory is created by installing Windows 8 without formatting or repartitioning and by selecting a partition that contains the previous version of Windows.

  2. On each computer, the administrator installs the company’s SOE which includes company applications.

  3. The administrator runs the ScanState and LoadState command-line tools successively on each computer while specifying the /hardlink /nocompress command-line options.

The following diagram shows a PC-replacement migration. First, the administrator migrates the user state from the source computer to an intermediate store. After installing the operating system on the destination computer, the administrator migrates the user state from the store to the destination computer.

 

USMT PC Replace scenario

 

A company is allocating 20 new computers to users in the accounting department. The users each have a source computer with their files and settings. In this scenario, migration is being handled completely offline, without a network connection.

  1. On each source computer, an administrator boots the machine into Windows PE and runs ScanState to collect the user state to either a server or an external hard disk.

  2. On each new computer, the administrator installs the company's SOE which includes Windows 8 and other company applications.

  3. On each of the new computers, the administrator runs the LoadState tool, restoring each user state from the migration store to one of the new computers.

A company receives 50 new laptops for their managers and needs to reallocate 50 older laptops to new employees. In this scenario, an administrator runs the ScanState tool from the cmd prompt on each computer to collect the user states and save them to a server in a compressed migration store.

  1. The administrator runs the ScanState tool on each of the manager’s old laptops, and saves each user state to a server.

  2. On the new laptops, the administrator installs the company's SOE, which includes Windows 8and other company applications.

  3. The administrator runs the LoadState tool on the new laptops to migrate the managers’ user states to the appropriate computer. The new laptops are now ready for the managers to use.

  4. On the old computers, the administrator installs the company’s SOE, which includes Windows 8, Microsoft Office, and other company applications. The old computers are now ready for the new employees to use.

A company is allocating 20 new computers to users in the accounting department. The users each have a source computer that contains their files and settings. An administrator uses a management technology such as a logon script or a batch file to run ScanState on each source computer to collect the user states and save them to a server in a compressed migration store.

  1. On each source computer, the administrator runs the ScanState tool using Microsoft System Center Configuration Manager (SCCM), Microsoft Deployment Toolkit (MDT), a logon script, a batch file, or a non-Microsoft management technology. ScanState collects the user state from each source computer and then saves it to a server.

  2. On each new computer, the administrator installs the company's SOE, which includes Windows 8 and other company applications.

  3. On each of the new computers, the administrator runs the LoadState tool using System Center Configuration Manager, a logon script, a batch file, or a non-Microsoft management technology. LoadState migrates each user state from the migration store to one of the new computers.

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