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Dell Systems Management Administrator's Guide

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Provisioning: Completing the Setup and Configuration Process

Dell Systems Management Administrator's Guide

Using a Configuration Service to Complete Provisioning

Using MEBx Interface to Complete Provisioning

The computer has to be configured before the Intel® AMT capabilities are ready to interact with the management application. Two methods are available to complete the provisioning process (in order from least complex to most complex):

  • Configuration service — A configuration service allows you to complete the provisioning process from a GUI console on their server with only one touch on each of the Intel AMT capable computers. The PPS and PID fields are completed using a file created by the configuration service saved to a USB mass storage device.
  • MEBx interface — The IT administrator manually configures the Management Engine BIOS Extension (MEBx) settings on each Intel AMT ready computer. The PPS and PID fields are completed by typing the 32 character and 8 character alpha-numeric keys created by the configuration service into the MEBx interface.

Using a Configuration Service to Complete Provisioning

Using a USB Storage Device

This section discusses Intel® AMT setup and configuration using a USB storage device. You can set up and locally configure password, provisioning ID (PID), and provisioning passphrase (PPS) information with a USB drive key. This is also called USB provisioning. USB provisioning allows you to manually set up and configure computers without the problems associated with manually typing in entries.

USB provisioning only works if the MEBx password is set to the factory default of admin. If the password has been changed, reset it to the factory default by clearing the CMOS. For instructions, see "System Setup" in the User's Guide for your computer.

The following is a typical USB storage device key setup and configuration procedure. For a detailed walk-through using Altiris® Dell™ Client Manager (DCM), see Configuring Intel AMT With the Dell Client Management Application.

  1. An IT technician inserts a USB drive key into a computer with a management console.
  2. The technician requests local setup and configuration records from a setup and configuration server (SCS) through the console.
  3. The SCS does the following:
    • Generates the appropriate passwords, PID, and PPS sets
      • Stores this information in its database
      • Returns the information to the management console
  4. The management console writes the password, PID, and PPS sets to a setup.bin file in the USB drive key.
  5. The technician takes the USB drive key to the staging area where new Intel AMT capable computers are located. The technician then does the following:
    • If necessary, npacks and connects computers
    • Inserts the USB drive key into a computer
    • Turns on that computer
  6. The computer BIOS detects the USB drive key.
    • If found, the BIOS looks for a setup.bin file at the beginning of the drive key. Go to step 7.
    • If no USB drive key or setup.bin file is found, then restart the computer. Ignore the remaining steps.
  7. The computer BIOS displays a message that automatic setup and configuration will occur.
    • The first available record in the setup.bin file is read into memory. The process accomplishes the following:
      • Validates the file header record
      • Locates the next available record
      • If the procedure is successful, the current record is invalidated so it cannot be used again
    • The process places the memory address into the MEBx parameter block.
    • The process calls MEBx.
  8. MEBx processes the record.
  9. MEBx writes a completion message to the display.
  10. The IT technician turns off the computer. The computer is now in the setup state and is ready to be distributed to users in an Enterprise mode environment.
  11. Repeat step 5 if you have more than one computer.

Refer to the management console supplier for more information on USB drive key setup and configuration.

USB Storage Device Key Requirements

The USB storage device key must meet the following requirements to be able to set up and configure Intel AMT:

  • It must be greater than 16 MB.
  • It must be formatted with the FAT16 file system.
  • The sector size must be 1 KB.
  • The USB drive key is not bootable.
  • The setup.bin file must be the first file landed on the USB drive key. The USB key must not contain any other files whether hidden, deleted, or otherwise.

Configuring Intel AMT With the Dell Client Management Application

The default console package provided is the Dell™ Client Management (DCM) application. This section provides the procedure to set up and configure Intel® AMT with the DCM package. As mentioned earlier in the document, several other packages are available through third-party vendors.

The computer must be configured and seen by the DNS server before you begin this process. Also, a USB storage device is required and must conform to the requirements listed in the previous section.

The nature of management software is that it is not always dynamic or real time. In fact, sometimes if you tell a computer to do something, such as to reboot, you may have to reboot again for it to work.

Setup and Configuration Using a USB Storage Device

  1. Format a USB device with the FAT16 file system and no volume label and then set it aside.
Image of My Computer with format selected for the removable disk. Image of the format options for the removable disk.
  1. Open the Altiris® Dell Client Manager application by double-clicking the desktop icon or through the Start menu.
Image of the DCM icon on the desktop.
  1. Select AMT Quick Start from the left navigation menu to open the Altiris Console.
Click AMT Quick Start in the left navigation menu.
  1. Click the plus (+) to expand the Intel AMT Getting Started section.
Expand Intel AMT Getting Started section.
  1. Click the plus (+) to expand the Section 1. Provisioning section.
Expand Section 1. Provisioning.
  1. Click the plus (+) to expand the Basic Provisioning (without TLS) section.
Expand the Basic Provisioning (without TLS) section.
  1. Select Step 1. Configure DNS.

The notification server with an out-of-band management solution installed must be registered in DNS as "ProvisionServer."

Select Step 1. Configure DNS.
  1. Click Test on the DNS Configuration screen to verify that DNS has the ProvisionServer entry and that it resolves to the correct Intel setup and configuration server (SCS).
Click Test to verify connections.

The IP address for the ProvisionServer and Intel SCS are now visible.

Image of the IP addresses for ProvisionServer and Intel SCS.
  1. Select Step 2. Discovery Capabilities.
Select Step 2. Discovery Capabilities.
  1. Verify that the setting is Enabled. If Disabled, click the checkbox next to Disabled and click Apply.
Verify the Enabled option is checked.
  1. Select Step 3. View Intel AMT Capable Computers.
Select Step 3. View Intel AMT Capable Computers.

Any Intel AMT capable computers on the network are visible in this list.

Image of the Intel AMT Capable Computers screen.
  1. Select Step 4. Create Profile.
Select Step 4. Create Profile.
  1. Click the plus (+) to add a new profile.
Click the plus symbol to add a new profile.
  1. On the General tab the administrator can modify the profile name, description, and password. The administrator sets a standard password for easy maintenance in the future. Select the manual radio button and enter a new password.
Image of the General tab.
  1. The Network tab provides the option to enable ping responses, VLAN, WebUI, Serial over LAN, and IDE Redirection. If you are configuring Intel AMT manually, all these settings are also available in the MEBx.
Image of the Network tab.
  1. The TLS (Transport Layer Security) tab provides the ability to enable TLS. If enabled, several other pieces of information are required including the certificate authority (CA) server name, CA common name, CA type, and certificate template.
Image of the TLS tab.
  1. The ACL (access control list) tab is used to review users already associated with this profile and to add new users and define their access privileges.
Image of the ACL tab.
  1. The Power Policy tab has configuration options to select the sleep states for Intel AMT and an Idle Timeout setting. It is recommended that Idle timeout is always set to 1 for optimal performance.
Image of the Power Policy tab.
  1. Select Step 5. Generate Security Keys.
Select Step 5. Generate Security Keys.
  1. Select the icon with the arrow pointing out to Export Security Keys to USB Key.
Select the export key icon.
  1. Select the Generate keys before export radio button.
Select the generate keys before export radio button.
  1. Enter the number of keys to generate (depends on the number of computers that need to be provisioned). The default is 50.
Enter the number of keys to generate.
  1. The Intel ME default password is admin. Configure the new Intel ME password for the environment.
Verify the default password and enter a new password.
  1. Click Generate. Once the keys have been created, a link appears to the left of the Generate button.
Click Generate.
  1. Insert the previously formatted USB device into a USB connector on the ProvisioningServer.
  2. Click the Download USB key file link to download setup.bin file to the USB device. The USB device is recognized by default; save the file to the USB device.
If additional keys are needed in the future, the USB device must be reformatted before saving the setup.bin file to it.

 Click the Download USB key file link.

  1. Click Save in the File Download dialog box.

    Click Save.

     

  2. Verify the Save in: location is directed to the USB device. Click Save.

    Click Save.

     

  3. Click Close in the Download complete dialog box.

    Close the download complete dialog box.

The setup.bin file is now visible in the drive explorer window.

Image of setup.bin file on the USB device.
  1. Close the Export Security Keys to USB Key and drive explorer windows to return to the Altiris Console.
  2. Take the USB device to the computer, insert the device, and turn on the computer. The USB device is recognized immediately and the following message appears:
Continue with Auto Provisioning (Y/N)
  1. Press <y>.

 

  1. Press any key to continue with system boot...

  1. Once complete, turn off the computer and move back to the management server.
  2. Select Step 6. Configure Automatic Profile Assignments.

Select Step 6. Configure Automatic Profile Assignments.

  1. Verify that the setting setting is enabled. In the Intel AMT 2.0+ dropdown, select the profile created previously. Configure the other settings for the environment.
Image of the Configure Automatic Profile Assignments screen.
  1. Select Step 7. Monitor Provisioning Process.
Select Step 7. Monitor Provisioning Process.

The computers for which the keys were applied begin to appearing in the system list. At first the status is Unprovisioned, then the system status changes to In provisioning, and finally it changes to Provisioned at the end of the process.

Image of the Monitor Provisioning Process screen.
  1. Select Step 8. Monitor Profile Assignments.
Select Step 8. Monitor Profile Assignments.

The computers for which profiles were assigned appear in the list. Each computer is identified by the FQDN, UUID, and Profile Name columns.

Image of the Monitor Profile Assignments screen.

Once the computers are provisioned, they are visible under the Collections folder in All configured Intel AMT computers.

Image of the All configured Intel AMT computers screen.

Using MEBx Interface to Complete Provisioning

Intel® AMT can be set up for either Enterprise or Small and Medium Business operational modes (also called provisioning models). Both operational modes support dynamic and static IP networking.

If you use dynamic IP networking (DHCP), the Intel AMT host name and the operating system host name must match. You must also configure both the operating system and Intel AMT to use DHCP as well.

If you use static IP networking, the Intel AMT IP address must be different from the operating system's IP address. Additionally, the Intel AMT hostname must be different from the operating system's hostname.

  • Enterprise mode – This mode is for large organizations. This is an advanced networking mode that supports Transport Layer Security (TLS) which requires a configuration service. Enterprise mode allows IT administrators to set up and configure Intel AMT securely for remote management. The Dell™ computer is defaulted to Enterprise mode when it leaves the factory. The mode can be changed during the setup and configuration process.
  • Small Medium Business (SMB) mode – This mode is a simplified operational mode that does not support TLS and does not require a setup application. SMB mode is for customers who do not have independent software vendor (ISV) management consoles or the necessary network and security infrastructures to use encrypted TLS. In SMB mode, Intel AMT setup and configuration is a manual process completed through the Intel ME BIOS Extension (MEBx). This mode is the easiest to implement since it does not require much infrastructure, but it is the least secure since all network traffic is not encrypted.

Intel AMT Configuration sets up all other Intel AMT options not covered in Intel AMT Setup, such as enabling the computer for Serial-Over-LAN (SOL) or IDE-Redirect (IDE-R).

You can change the settings modified in the configuration phase many times over the course of a computer's life span. Changes can be made to the computer locally or through a management console.

Enterprise Mode Provisioning Methods

There are two methods of provisioning a computer with Enterprise mode:

  • Legacy
  • IT TLS-PSK

Legacy

If you want Transport Layer Security (TLS), execute the legacy method of Intel AMT setup and configuration on an isolated network separate from the corporate network. A setup and configuration server (SCS) requires a secondary network connection to a certification authority (an entity which issues digital certificates) for TLS configuration.

Initially the computers are shipped in the factory-default state with Intel AMT ready for configuration and provisioning. These computers must go through Intel AMT setup in order to go from the factory-default state to the setup state. Once the computer is in the setup state, you can continue to configure it manually or connect it to a network where it connects with an SCS and begin Enterprise Mode Intel AMT configuration.

IT TLS-PSK

IT TLS-PSK Intel AMT setup and configuration is usually performed in a company's IT department. The following are required:

  • Setup and configuration server
  • Network and security infrastructure

Intel AMT capable computers in the factory-default state are given to the IT department, which is responsible for Intel AMT setup and configuration. The IT department can use any method to input Intel AMT setup information, after which the computers are in Enterprise mode and in the In-Setup phase. An SCS must generate PID and PPS sets.

Intel AMT configuration must occur over a network. The network can be encrypted using the Transport Layer Security Pre-Shared Key (TLS-PSK) protocol. Once the computers connect to an SCS, Enterprise mode configuration occurs.

Enterprise Mode

The Intel® Management Engine BIOS Extension (MEBx) is an optional ROM module that Intel provides to Dell™ to be included in the Dell BIOS. The MEBx has been customized for Dell computers.

Enterprise mode (for large corporate customers) requires a setup and configuration server (SCS). An SCS runs an application over a network that performs Intel AMT setup and configuration. The SCS is also known as a provisioning server as seen in the MEBx. An SCS is typically provided by independent software vendors (ISVs) and is contained within the ISV management console product. Consult with the management console supplier for more information.

To setup and configure a computer for Enterprise mode, you must enable the Management Engine for Enterprise mode and configure Intel AMT for Enterprise mode.  For instructions, see ME Configuration: Enabling Management Engine for Enterprise Mode and AMT Configuration: Enabling Intel AMT for Enterprise Mode.

ME Configuration: Enabling Management Engine for Enterprise Mode 

To enable Intel ME configuration settings on the target platform, perform the following steps:

  1. Turn on the computer and during the boot process, press <Ctrl><p> when the Dell logo screen appears to enter the MEBx application.
  1. Type admin in the Intel ME Password field. Press <Enter>. Passwords are case sensitive.

You must change the default password before making changes to the MEBx options.

 

  1. Select Change Intel ME Password. Press <Enter>. Type the new password twice for verification.

The new password must include the following elements:

  • Eight characters
  • One uppercase letter
  • One lowercase letter
  • A number
  • A special (nonalphanumeric) character, such as !, $, or ; excluding the :, ", and , characters.)

The underscore ( _ ) and spacebar are valid password characters but do NOT add to the password complexity.

Change the password to establish Intel AMT ownership. The computer then goes from the factory-default state to the setup state.

  1. Select Intel ME Configuration. Press <Enter>.

ME Platform Configuration allows you to configure ME features such as power options, firmware update capabilities, and so on.

  1. The following message appears:
System resets after configuration change. Continue (Y/N).

Press <y>.

  1. Intel ME State Control is the next option. The default setting for this option is Enabled. Do not change this setting to Disabled. If you want to disable Intel AMT, change the Manageability Feature Selection option to None.
  1. Select Intel ME Firmware Local Update. Press <Enter>.
  2. Select Always Open. Press <Enter>. The default setting for this option is Disabled.
  1. Select Intel ME Features Control. Press <Enter>.
  1. Manageability Feature Selection is the next option. This feature sets the platform management mode. The default setting is Intel AMT.

Selecting the None option disables all remote management capabilities.

  1. Select Return to Previous Menu. Press <Enter>.
  1. Select Intel ME Power Control. Press <Enter>.
  1. Intel ME ON in Host Sleep States is the next option. The default setting is Mobile: ON in S0.

 

  1. Select Return to Previous Menu. Press <Enter>.
  1. Select Return to Previous Menu. Press <Enter>.
  1. Exit the MEBx Setup and save the ME configuration. The computer displays an Intel ME Configuration Complete message and then restarts. After the ME configuration is complete, you can configure the Intel AMT settings. For instructions, see Intel AMT Configuration: Enabling Intel AMT for Enterprise Mode.

Intel AMT Configuration: Enabling Intel AMT for Enterprise Mode 

To enable Intel AMT configuration settings on the target platform, perform the following steps:

  1. Turn on the computer and during the boot process, press <Ctrl><p> when the Dell logo screen appears to enter the MEBx application.
  2. A prompt for the password appears. Enter the new Intel ME password.
  3. Select Intel AMT Configuration. Press <Enter>.
  1. Select Host Name. Press <Enter>. Then type in a unique name for this Intel AMT machine. Press <Enter>.
Spaces are not accepted in the host name. Make sure there is not a duplicate host name on the network. Host names can be used in place of the computer's IP for any applications requiring the IP address.

 

  1. Select TCP/IP. Press <Enter>.

The following messages appear:

  • Disable Network Interface: (Y/N)

    Press <n>.

    If the network is disabled, then all remote AMT capabilities are disabled and TCP/IP settings are not necessary. This option is a toggle, and the next time it is accessed you are prompted with the opposite setting.

     

  • [DHCP Enable] Disable DHCP (Y/N)

    Press <n>.

     

  • Domain Name

    Type the domain name into the field.

  1. Select Provision Server from the menu. Press <Enter>.

  1. Type the provisioning server IP in the Provisioning server address field and press <Enter>.

NOTE: The default setting is 0.0.0.0.  This default setting works only if the DNS server has an entry that can resolve tech provision server to the IP of the provisioning server.
  1. Type the port in the Port number field and press <ENTER>.

 
NOTE: The default setting is 0.  If left at the default setting of 0, the AMT attempts to contact the provisioning server on port 9971.  If the provisioning server is listening on a different port, enter it here.
    

The following message appears:

  • [Intel (R) AMT 2.6 Mode] [Enterprise] change to Small Business: (Y/N)

    Press <n>.

  1. Set PID and PPS is the next option. The PID and PPS can be input manually or by using a USB key once the SCS generates the codes.

This option is for entering the provisioning ID (PID) and provisioning passphrase (PPS). PIDs are eight characters and PPS are 32 characters. There are dashes between every set of four characters, so including dashes, PIDs are nine characters and PPS are 40 characters. An SCS must generate these entries.

 
  1. Select SOL/IDE-R. Press <Enter>.
  1. The following messages appear, and require the response indicated in the following bulleted list:
  • [Caution] System resets after configuration changes. Continue: (Y/N)

    Press <y>.

     

  • User name & Password
    • Select Enabled and then press <Enter>.

    This option allows you to add users and passwords from the WebGUI. If the option is disabled, then only the administrator has MEBx remote access.

     

  • Serial Over LAN
Select Enabled and then press <Enter>.

  • IDE Redirection

    Select Enabled and then press <Enter>.

  1. Secure Firmware Update is the next option. The default setting is Enabled.
  1. Skip Set PRTC.
  1. Idle Timeout is the next option. The default setting is 1. This timeout is applicable only when a WoL option is selected in step 13 of the process for enabling ME for the Enterprise operating mode.

     

    setting must be used in step 13
     
  1. Select Return to Previous Menu. Press <Enter>.
  1. Select Exit. Press <Enter>.
  1. The following message appears:
Are you sure you want to exit? (Y/N):

Press <y>.

  1. The computer restarts. Turn off the computer and disconnect the power cable. The computer is now in setup state and is ready for deployment.

SMB Mode

The Intel® Management Engine BIOS Extension (MEBx) is an optional ROM module that Intel provides to Dell™ to be included in the Dell BIOS. The MEBx has been customized for Dell™ computers.

Dell also supports setup and configuration of Intel AMT in the Small and Medium Business (SMB) mode. The only setting not required in the SMB mode is the Set PID and PPS option. Also, the Provision Model option is set to Small Business instead of Enterprise.

To setup and configure a computer for SMB mode, you must enable the Management Engine for SMB mode and configure Intel AMT for SMB mode.  For instructions, see ME Configuration: Enabling Management Engine for SMB Mode and Intel AMT Configuration: Enabling Intel AMT for SMB Mode.

ME Configuration: Enabling Management Engine for SMB Mode

To enable Intel ME configuration settings on the target platform, perform the following steps:

  1. Turn on the computer and during the boot process, press <Ctrl><p> when the Dell logo screen appears to enter the MEBx application.
  1. Type admin in the Intel ME Password field. Press <Enter>. 

Passwords are case sensitive. You must change the default password before making changes to the MEBx options.

 

  1. Select Change Intel ME Password. Press <Enter>. Type the new password twice for verification.

The new password must include the following elements:

  • Eight characters
  • One uppercase letter
  • One lowercase letter
  • A number
  • A special (nonalphanumeric) character, such as !, $, or ; excluding the :, ", and , characters.)
The underscore ( _ ) and spacebar are valid password characters but do NOT add to the password complexity.

Change the password to establish Intel AMT ownership. The computer then goes from the factory-default state to the setup state.

  1. Select Intel ME Configuration. Press <Enter>.

ME Platform Configuration allows you to configure ME features such as power options, firmware update capabilities, and so on.

  1. The following message appears:
System resets after configuration change. Continue (Y/N).

Press <y>.

  1. Intel ME State Control is the next option. The default setting for this option is Enabled. Do not change this setting to Disabled. If you want to disable Intel AMT, change the Manageability Feature Selection option to None.
  1. Select Intel ME Firmware Local Update. Press <Enter>. 
  2. Select Disabled. Press <Enter>. The default setting for this option is Disabled.
  1. Select Intel ME Features Control. Press <Enter>.
  1. Manageability Feature Selection is the next option. This feature sets the platform management mode. The default setting is Intel AMT. Selecting the None option disables all remote management capabilities.
  1. Select Return to Previous Menu. Press <Enter>.
  1. Select Intel ME Power Control. Press <Enter>.
  1. Intel ME ON in Host Sleep States is the next option. The default setting is Mobile: ON in S0.
  1. Select Return to Previous Menu. Press <Enter>.
  1. Select Return to Previous Menu. Press <Enter>.
  1. Exit the MEBx Setup and save the ME configuration. The computer displays an Intel ME Configuration Complete message and then restarts. After the ME configuration is complete, you can configure the Intel AMT settings.

Intel AMT Configuration: Enabling Intel AMT for SMB Mode

To enable Intel AMT Configuration settings on the target platform, perform the following steps:

  1. Turn on the computer and during the boot process, press <Ctrl><p> when the Dell logo screen appears to enter the MEBx application.
  2. A prompt for the password appears. Enter the new Intel ME password.
  3. Select Intel AMT Configuration. Press <Enter>.
  1. Select Host Name. Press <Enter>. 
  2. Then type in a unique name for this Intel AMT machine. Press <Enter>.

Spaces are not accepted in the host name. Make sure there is not a duplicate host name on the network. Host names can be used in place of the computer's IP for any applications requiring the IP address.

 

  1. Select TCP/IP. Press <Enter>.
  2. The following messages appear and require the response indicated in the following bulleted list:
  • Disable Network Interface: (Y/N)

    Press <n>.

    If the network is disabled, then all remote Intel AMT capabilities are disabled and TCP/IP settings are not necessary. This option is a toggle, and the next time it is accessed you are prompted with the opposite setting.

     

  • [DHCP Enable] Disable DHCP (Y/N)

    Press <n>.

     

  • Domain Name

    Type the domain name into the field.

  1. Select Provision Model from the menu. Press <Enter>.
  2. The following message appears:
The following message appears:
  • Change to Intel AMT 1.0 Mode: (Y/N)

Press <y>.

  1. Skip the Un-Provision option. This option returns the computer to factory defaults. See Return to Default for more information about unprovisioning.
  1. Select SOL/IDE-R. Press <Enter>.
  1. The following messages appear and require the response indicated in the following bulleted list:
  • [Caution] System resets after configuration changes. Continue: (Y/N)

    Press <y>.

     

  • User name & Password

    Select Enabled and then press <Enter>.

    This option allows you to add users and passwords from the WebGUI. If the option is disabled, then only the administrator has MEBx remote access.

     

  • Serial Over LAN

    Select Enabled and then press <Enter>.

     

  • IDE Redirection

    Select Enabled and then press <Enter>.

  1. Secure Firmware Update is the next option. The default setting is Enabled.
  1. Skip Set PRTC.
  1. Idle Timeout is the next option. The default setting is 1. This timeout is applicable only when a WoL option is selected in step 13 of the process for enabling the ME for SMB operating mode.

     

    <
  1. Select Return to Previous Menu. Press <Enter>.
  1. Select Exit. Press <Enter>.
  1. The following message appears:

Are you sure you want to exit? (Y/N):

Press <y>.

  1. The computer restarts. Turn off the computer and disconnect the power cable. The computer is now in setup state and is ready for deployment.

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