NetBoot

The NetBoot service is one of my personal favorites - using a mix of standard PXE boot technology and some of Apple’s own mumbo-jumbo, you can use it to serve up OS images to client Macs over the network. Its uses are diverse - you can boot up a simple operating system designed to deploy OS X images to multiple computers at once (I recommend the excellent, free DeployStudio for this sort of work), you can serve up a vanilla OS X install disk, or you can use the System Image Utility (another of the Server Admin Tools) to capture a pre-configured OS X environment that can be served to many clients at once - the latter is particularly useful in classrooms, computer labs, public-use kiosks, and anywhere with a lot of Macs that need to look and act the same, since getting a clean instance of the OS is as easy as rebooting the system.

There are three different types of NetBoot images: The first, called NetBoot, boots a Mac to an entirely server-hosted disk image where you can run apps and use the Mac pretty much as you normally would, though all user-created data is wiped out when the Mac is restarted. NetInstall can be used to make copies of OS X install media that are bootable from the network instead of discs or USB drives. The last, NetRestore, will copy the contents of an image to a Mac’s hard drive, making it easy to mass-deploy customized OS X images to multiple computers.

The actual setup and operation of the NetBoot service is basically identical to the way it was in Snow Leopard server (which looked a lot like Leopard’s implementation did, and so on). However, there are some inconveniences related to Lion’s dropping of support for Core Duo and Solo Macs if you’ve still got any hanging around - a bit of historical context will be useful here.

NetBoot dealt with the PPC-to-Intel transition by allowing administrators to choose what client architecture a particular image would boot - if you made one 10.4 NetBoot image for PowerPC systems and an equivalent image for Intel systems, you could set them both as the default images for their respective architectures, and offer the same services to all of your Macs regardless of architecture without incurring too much additional overhead.

10.5 made Universal images possible - these were simple times, because one image could boot basically all of your supported Macs (as long as you didn’t have any super-old G3s or G4s around), but you had to go back to the image-per-architecture model when 10.6 dropped support for PowerPC. It was a little extra work, but was totally doable.

As we discussed before, 10.7 drops support for the very earliest of the Intel Macs, but your Netboot architecture options remain the same - you can pick PowerPC, Intel, or Universal (for 10.5 images), but you can’t distinguish between supported and unsupported Intel Macs.

Granted, this problem will affect only a subset of Lion Server users - those who use NetBoot and need to support both the newest Macs (necessitating a recent 10.7 image, since as a rule OS X isn’t downgradeable) and a mix of older Macs - if this roughly describes your situation, begin devising workarounds now.

Using the System Image Utility


If you have several Macs on your network and are worried about Lion’s lack of restore media (and if, for some reason, you don’t want to make your own restore DVD or USB stick as we discussed in our Lion review), the NetBoot service provides you with one of the few supported methods for getting around it.

All you need to do is keep a copy of the Lion installer downloaded from the App Store. As long as you’ve got it stored somewhere on a drive that is readable by the computer, you can fire up the System Image Utility and see it listed as an image source.

Go ahead and create a basic NetInstall image of it, and save the resultant *.nbi folder to your server's \Library\NetBoot\NetBootSP0 folder, and then enable it in the Images tab in Server Admin (note that the NetBoot folder is only created once you choose to store images and client data on your hard drive in Server Admin, and that your images only become visible to clients when you’ve enabled NetBoot on your server’s Ethernet port).

Enabling ports and storage locations

Once everything is enabled, you should see your new NetBoot image as an option in the Startup Disk preference pane on your client Macs.

You can use the System Image Utility to make a NetBootable image of any OS X partition, as long as it’s running the same version of OS X as the Mac running the System Image Utility - Lion can make Lion boot images, Snow Leopard can make Snow Leopard boot images, and so on.

For the new MacBook Airs and Mac Minis without optical drives (and, one assumes, for many other models going forward), the NetBoot service provides the backbone of the new Internet Recovery feature - the only difference there is that you're NetBooting from one of Apple's servers instead of your own. NetBoot and Lion Server allow you to offer this functionality to all of your Macs.
 

Software Update

Software Update downloads every update in Apple’s catalog and allows you to serve them up to your users. This includes every product updated by Software Update: OS X (versions 10.5, 10.6, and 10.7 are supported), Final Cut, iLife, iWork, and various firmware updates included. With Final Cut and others making the transition to the App Store, it’s uncertain whether Software Update will continue to offer updates for these products. Another question is whether iOS updates will be offered via Software Update once over-the-air delta updates become the norm in iOS 5 - as usual, we’ll have to wait and see.

Why do this when your Macs could just talk to Apple’s servers? First and foremost, it can help you if you need to conserve Internet bandwidth: instead of having 20 computers download a 1GB update from Apple, you can have one computer download the 1GB update from Apple, and have 20 computers download the update from it. This is also usually faster than connecting to Apple’s server, especially over a modern gigabit network.

The other advantage is that you can choose exactly which updates to serve to your clients. If, for example, you know that 10.7.1 deletes user data, or that iTunes 10.5 is going to have problems that are fixed days later by iTunes 10.5.1, or that Safari 5.2 causes problems with some internal sites you depend on, you can uncheck those updates and elect only to serve them up after issues have been fixed.

All you have to do is point your client computers to your Software Update server. This is easily done via policies in Workgroup Manager or Profile Manager for managed Macs, or via some command line trickery for non-managed Macs. Downloading the entire update catalog does consume a fair amount of disk space, so make sure you've got a few dozen spare GB on your drive somewhere before turning the service on.
Server Admin Tools: DHCP, DNS, Firewall, NAT, and RADIUS Xgrid and Xgrid Admin
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  • HMTK - Wednesday, August 3, 2011 - link

    OK so you can definitely run a Mac OS X vm on vSphere 5 but only on Apple hardware. What a joke! Probably Apple idiocy rather than a technical limitation.
  • Spazweasel - Wednesday, August 3, 2011 - link

    Apple is a hardware company. OS/X and iOS exist to make hardware sales possible (thus the cost of development is included in the pricing for Apple hardware, something the Apple haters conveniently overlook) Allowing the running of OS/X on non-Apple hardware reduces Apple hardware sales, so they don't do it.

    "Idiocy"? Yeah, sure, whatever.
  • HMTK - Wednesday, August 3, 2011 - link

    Not allowing Mac OS to run under a hypervisor on non-Apple branded hardware won't help them either. Or do you think a halfway decent IT-department would put a desktop machine or a hard disk posing as a server in a data center? They'd rather pay a few 100 € more for a license if they could run it on ESXi/XenServer/Hyper-V and reliable hardware.
  • Spazweasel - Wednesday, August 3, 2011 - link

    Apple makes its money on the desktop, not the server room. I doubt it's worth the effort. OS/X in the server room is a niche product, and Apple know it; it's much more suited as a workgroup/small office server, and those environments do not have ESX or Xen installations.

    Apple has no incentive to support OS/X in a VM, and plenty of reasons not to. Really, I don't see why this is a surprise.
  • HMTK - Thursday, August 4, 2011 - link

    I'm not saying it's a big surprise, I'm saying it's stupid. why not make good manegement tools for their iOS available in a way that companies can integrate better in their infrastructure?

    You might be surprised as to how many small shops are going the virtualization route. Even if you have only a single server it makes sense in the long run when the time comes to replace the hardware. Just import the VM on the hypervisor on the new hardware and you're done.
  • GotThumbs - Tuesday, August 2, 2011 - link

    This is an interesting article and I enjoyed the depth of detail. As a builder of my own systems for years, does the use of this software bind you to using only a ready built Apple system? It seems Apple is slowly trying to create a close proprietary system where you have to use apple hardware and apple software. I know their are hackintosh systems but it seems its still going to be quite a bit of effort and so far seems to be a waste of time for me. As the article mentions, there are lots of alternatives available. Apples MO seems to be offering zero options for using outside sources. Apple consumers are being channeled to Itunes and the Mac App Store for all purchases. I'm personally not a fan of that trend and have no intentions of bowing down to that kind of control. I can see where the general consumer who has very little technical knowledge is quite accepting of Apples controls as its a very simple and somewhat brainless system packaged in a slick looking package.
  • GrizzledYoungMan - Tuesday, August 2, 2011 - link

    Or is it still something we're all going to pretend works, when it very clearly doesn't out in the real world (If it worked, why would DAVE exist)? I'm referring here to the myriad of permissions issues and oodles of useless garbage sidecar files that pop up after a few days of operation in a mixed environment.

    Haven't read the article. Probably won't. Sorry. Apple is a joke at anything that designing anything that doesn't fit in your pocket/surrogate vagina of choice.

    I get this feeling, deep in my angry muscle, every time some imbecile waves around his iThing, raving about Apple's genius, while I'm thinking about all the time that has been wasted trying to get OS X desktop clients to do things that have worked out in the real world for years now.
  • blueeyesm - Tuesday, August 2, 2011 - link

    Not in Lion, as Samba moved to GPL3 licensing.

    http://www.appleinsider.com/articles/11/03/23/insi...
  • GrizzledYoungMan - Tuesday, August 2, 2011 - link

    You know what's wild? I should actually be excited they're moving to a new standard - the NAS' I often recommend to clients support SMB2, and see useful performance gains from it.

    But then I read "Windows networking software developed by Apple" and my heart sinks. Realistically, what are the odds this is going to work?

    Honestly, I don't really blame the design teams over there so much as a closed corporate culture that both ignores the feedback of their customers and denies any complaints exist.

    They're really missing out on the sorts of improvements that most big software developers make using the information gathered during large, open betas and the like.
  • repoman27 - Tuesday, August 2, 2011 - link

    As the article you linked to points out, since version 10.2 Mac OS X has shipped with Samba, an open-source, reverse engineered version of SMB 1.0. With Lion, Apple dropped Samba and added native support for SMB2 while maintaining the ability to connect with SMB 1.0 machines as long as they use UNICODE and extended security. This means Mac OS X 10.7 can no longer connect out of the box with some SMB 1.0 or Samba machines (which it had done for the last 9 years), but it does have full support for SMB2.

    As for GrizzledYoungMan's "oodles of useless garbage sidecar files," it's not like Mac users have any use for a thumbs.db file either. Just hide the metadata files, or don't allow write permissions on the folder if you don't want to see that kind of stuff, but these types of files are most likely only going to become more prevalent as time goes by.

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