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How To Minimize Family Technical Support Calls

This post assumes a working knowledge of Windows and Linux, but if you're the family tech support guy, then you're probably good to go.

Whenever I build or rebuild a computer for my family I always plan ahead. I leave about 20 GB free at the end of the hard drive for a restore partition. What this restore partition does is allow me to image their newly installed (and clean) hard drive for future restore.

As you know, once that PC is out of your hands it will be infected with every virus and piece of malware known to man. If your relatives are like my parents, then every person who comes to their house must bring a CD or DVD full of infected software resulting in endless calls to me because "it's slow" or "the computer is acting weird".

Here is my Hard Drive layout.

* a 20-50Gb partition for the C: drive (OS only)NTFS

* The remainder of the disk (except for 20-50GB at the end of the drive) for the D: drive (all programs and make sure to move the location for My Documents go here). NTFS

* The last partion (20-50GB or less in reality, it depends) is linux.

Install Windows and Applications

1. install Windows (XP, 7, etc) on the C: drive, apply all windows updates.

2. Install Antivirus (I tend to use AVG free for relatives, since I'm not being reimbursed)

3. update the antivirus signatures then scan the entire PC. Yes a full scan, it'll take a while, so have a sandwich and a soda, come back later and check on it.

I then go ahead and install the necessary software programs on the D: drive. Here's what I typically give them (in addition to the Antivirus software I already mentioned).

* Google Chrome web browser (I make this the default browser on their OS)

* Mozilla Firefox web browser (so they feel like they have options)

* OpenOffice (It can create PDF files from docs and spreadsheets and it's an office suite, plus it's free. We're not being reimbursed remember)

* Adobe Reader

* Java

* Infrarecorder for CD/DVD burning (on Windows 7 I just tell them to use the built in software within explorer)

* CutePDF writer (so they can print stuff into a PDF file instead of wasting paper printing it on a printer)

I use free software when I can. They brought me the PC because they are too cheap to pay to get it fixed so we all know there's no money coming our way. Ah the curse of being the family IT guy!

Once I get the extra software packages all installed (on the D: drive) I re-scan with Antivirus.

Linux Install (Dual Boot) aka restore partition
Now comes the fun part, I reboot off of a linux CD (typically Debian or Ubuntu) and install a "core" system on the partition I originally set aside at the very end of the hard drive.

Here's where the magic happens. I chose a core install so I do all of this via command line in a shell. After the install reboot and make sure that you have the grub boot loader options for linux and for Windows listed.

Once you are booted into linux log in and modify the grub loader to simplify it. I like it to have Windows listed first and as the default OS then below that have it say "Emergency Restore CAUTION" instead of "linux" or whatever it would have said before.

Install partimage and sudo packages with this command: "apt-get install partimage sudo"

Imaging and minor shell scripting
Verify your partition names with "fdisk -l". I have /dev/hda1 yours might be /dev/sda1 or some other setup. Make sure to use whatever your C: drive corresponds to instead of /dev/hda1.

create an image of the c: drive for restore purposes
"partimage -b -z1 -c -d -o save /dev/hda1 /opt/Windows-image-file"

Now there should be a fairly large file in /opt called Windows-image-file (or whatever you called it)

I then create a script in /opt called partimage-restore.sh (again make sure to use your partition if it's not /dev/hda1)

#!/bin/sh
sudo partimage restore -b -z1 -f2 /dev/hda1 /opt/Windows-image-file

Make sure to "chmod +x /opt/partimage-restore.sh" so that the file is executable.

Here's where I like to run the script "/opt/partimage-restore.sh" in theory it should reimage the c: drive then auto reboot.

If it successfully reimages the windows partition and reboots, check out the Windows install and make sure it all works properly.

If all is well reboot, go back into linux.

* Create a user with the username "restore" and the password "restore" (because if you make it something else, I guarantee you'll forget that password, it's happenned to me)

* modify sudo configuration so that user restore can run sudo with no password.

* Then in /home/restore modify .bashrc and add this line to the bottom of the file /opt/partimage-restore.sh so that it automatically runs when the "restore" user logs in.

Now the real test. Log out of linux, log back in as "restore" and the reimage should auto run and reboot. If not something is amiss, read this post again or Google that stuff. If it does work, return PC to naive end user, I mean "really great close relative".

Happy Ending to the Inevitable support call
Now next time your relatives, friends, or other high maintenance support user calls you with "it's slow" or "it's just not working right", you can walk them through the restore procedure:

* back up important files to a removable usb drive or burn to cd/dvd

* reboot and select the Emergency Restore CAUTION entry

* have them login as user "restore" at the user name prompt, have them type "restore" at the password prompt

* Explain to them that it's re-imaging and will be exactly as it was when you gave the PC to them and when it reboots it "should" be fine.

* They should probably update the Antivirus immediately following the re-imaging and then run a full Antivirus scan.

Since we backed up files, moved My Documents to D: and we installed all applications on D: there should be very little data loss.

This makes full PC restore a matter of minutes instead of a phone call that lasts for hours.

By: johnb007

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Technology professional by day and survival preparedness author by night. Blogging from Geeks-guide.com

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