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Windows Vista Deployment

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Technical Drilldown Image Store Image Groups Units of single instancing and securityFile resources live in RES.RWMMetadata only WIMs Filtering v. SecurityImages referenced by name and image group Install Install2 Install2.WIM Images ImageGroup1 RES.RWM Install.WIM $OEM$ LangPacks Unattend ImageGroup2 Resource only WIM Metadata only WIM Technology Overview WDS Management Single set of management tools for common server tasks UI tool = MMC console application (common tasks)Command-line tool = scriptable (all tasks)Both tools use MGMT API layer Remote administrationOther WDS MGMT utilities WDS Capture utility GUI utility to capture images into WIM format Active Directory Users and Computers extension Updated version of RISETUP (Server 2003 Only) Technical Drilldown WDS Image Capture Walkthrough Image Capture Process Install OS on reference machine Cus t omi ze OS, i ns t al l apps and dr i ver s , et c… Run Sysprep Boot into WDS Capture image 1 Volume WIM Create WDS Capture image from existing WinPE boot image using MGMT tools Run WDS Capture utility to create image (optionally upload to WDS server)

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									4/27/2006 10:29 AM

Windows Vista Deployment
Ketil Pedersen ketil.pedersen @ microsoft.com Partner Technical Specialist Manager Microsoft Norway

Agenda
Deployment tools Deployment Scenarios Windows Vista deployment
Windows Imaging Component architecture System Image Manager, ImageX

Windows Deployment Services Windows PE Questions and feedback

OS Deployment Roadmap
Currently Shipping
SMS 2003
10/03

Custome r updates
SMS 2003 SP2

Unified Enterprise OS Deployment

SMS 2003 SP1 10/04

SMS v4

= OS Deployment Product

OSD FP
11/04

OSD FP LH update

VSMT
10/04

Transfer scenarios

SMS v4 OS Deployment builds on Longhorn tools

ADS 1.0
9/03

ADS 1.1
9/05 PXE technology

RIS in WS2003

LH tools for WS2003

LH tools in LH Server

2003

2004

2005

200 6

200 7

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Deployment Scenarios
New machine
Fresh install of a new operating system

Side-by-side
New version of operating system, New machine - existing user Reinstall applications Move user state and settings

OEM
OS is pre-deployed on client or server Join corporate infrastructure and additional steps when plugged into corporate network

Deployment Scenarios (cont.)
In-place migration
Install Vista/Longhorn on an existing client or server system, replacing the existing OS Migrate installed applications in-place

Wipe-and-load
New version of operating system on existing client or server hardware Reinstall applications under new OS Save/restore user state & settings

Deployment Scenarios (cont.)
PXE boot
Integrate with WDS PXE server Control deployment action with SMS advertisements Self-provisioning via F12

Offline with removable media
OS deployment from removable media With low bandwidth connectivity With no connectivity

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Deployment Design Innovations
Windows Imaging
File based format hardware independent Non-destructive upgrades Multiple images in one WIM file space and complexity benefits Single instanced and compressed small size Bootable, serviceable flexibility

Modularization
Add/remove optional components drivers, patches, languages Image customization to certain degree Higher reliability Language independence Consistency across phases

Single worldwide image Offline image servicing

Reduce the number of images!

Windows Imaging
Background
System imaging is the standard best practice in deploying desktops Microsoft has some history with image based deployment
RIS, ADS, XPe, SMS OSD Issue: formats and tools not compatible

Imaging Challenges
Engineering the desktop
Reducing the number of images Lack of image engineering tools Inbuilt imaging standards/technology for Windows

Multiple unattend/answer files Image servicing Availability of Windows PE

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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4/27/2006 10:29 AM

Windows Imaging
Design Goals
Unify on a single format for Windows Deployment Platform architecture neutral, works across hardware platforms supported by Windows Operating system neutral Reduce disk space and bandwidth costs Enable non-destructive application of OS images Reduce engineering costs

WIM Image Format
WIM is a file based image format Non-destructive application of an OS image Partial volume captures Single instance storage of file resources Multiple images / volumes in a single WIM container Application to variable size target drives Archive quality images disk or file system structures are not stored

Highly compressed format
Single instance of duplicate files (SHA-1 hashing) Files compressed through LZX or XPress

Spanned media support
WIMs can be split and applied from parts

Bootable Image format
Support for booting WinPE from a WIM

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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4/27/2006 10:29 AM

WIM Format

Header Resource (Image) Data Blocks File File Stream File Stream Data Stream Data 2 3 Data 1 File Stream File Stream File Stream Data 4 Data 5 Data 6 … i Sra Fe t m l e D t… aa File Stream Data n Metadata 1 Metadata n Resource Table (w/file hashes) File Stream Data n+1 Metadata Image Info Descriptor

Resource Integrity Data

Demo
Windows Imaging ImageX

Modularization
Windows Vista OS components are installed and serviced independently Components describe their resources and dependencies in XML
Registry items Configurable properties Files Dependencies Windows Vista Components

Shell

File System

Networking

Media Player

Audio

SKU XML manifests define components within a product

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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Answer files in Windows Setup
Windows XPTM install:

Multiple text files defined custom setup changes. Required knowledge of multiple processes and tools

Answer files in Windows Setup
Windows Vista install:

Multiple files replaced by a single XML answer file Simplifies customization process Only one tool needed System Image Manager All passes addressed in a single location

Image-Based Setup Phases
Offline
WinPE

On Line Configuration
(Generalize/ Specialize passes)  Component Configuration: o to“ ai O B o t bs” S c  Apply license files  Configuration  n t n .ml “ at dx ” U e  Common components  Optional Components

First Boot
(AuditSystem/ AuditUser Pass)  Make device “ nq e: u iu ”  SysPrep specialization “ nq e es U iu n s” performed

OOBE

 Adding packages  Security bulletins  Drivers

 Data Entry  Setup Selections  Disk Prep  Apply Image  Prepare boot data

Machine OOBE options and settings:  EULA accept  Registration  Machine name  Users  Connectivity  Regional Settings

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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4/27/2006 10:29 AM

Demo
Creating an Answer File

Introducing WDS
Image capture, management, and deployment solution based on RIS technology Suite of components that work together to enable the deployment of Windows operating systems
Server components Client components Management components

Deployment Services?
Native support for Windows PE as a boot operating system Native support for the Windows Imaging (WIM) file format Extensible and higher-performing PXE server component New client menu for selecting boot operating systems

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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4/27/2006 10:29 AM

Demo
Windows Deployment Services

Technology Overview
WDS Server
WDS Server service
Core PXE Server Image Store + Communication Protocol

TFTPD
Transport protocol used during PXE boot and WinPE download

File share that contains
Windows PE boot images Windows installation images
Windows Imaging (WIM) format provides single instancing and compression

Related management files

Longhorn Server RMT integration

Technical Drilldown
Network Boot Support
Scalable PXE server built on unified architecture
Replaceable plug-ins Published APIs Does not require Active Directory Scenario: write plug-in that talks to SQL database

WDS Service
Plug-in
PXE Server

Server supports one or more plug-ins Plug-ins can use any data store

Plug-in Plug-in

Windows PE PXE boot
Scenario: network boot into Windows PE and run custom installation

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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4/27/2006 10:29 AM

Technical Drilldown
Image Store
Images ImageGroup1
Resource only WIM

Image Groups
RES.RWM Install.WIM
Metadata only WIM

Install $OEM$ LangPacks Unattend Install2.WIM Install2 ImageGroup2

Units of single instancing and security File resources live in RES.RWM Metadata only WIMs

Filtering v. Security Images referenced by name and image group

Technology Overview
WDS Management
Single set of management tools for common server tasks
UI tool = MMC console application (common tasks) Command-line tool = scriptable (all tasks) Both tools use MGMT API layer

Remote administration Other WDS MGMT utilities
WDS Capture utility WIM format GUI utility to capture images into

Active Directory Users and Computers extension Updated version of RISETUP (Server 2003 Only)

Technical Drilldown
WDS Image Capture Walkthrough
Image Capture Process
1

Create WDS Capture image from existing WinPE boot image using MGMT tools
Install OS on reference machine C s mi O ,ntla p a ddi r ec ut z S is l p s n r es t… o e a v , Run Sysprep Boot into WDS Capture image

2

WIM
3

WDS Capture

4 5

Volume

6

Run WDS Capture utility to create image (optionally upload to WDS server)

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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4/27/2006 10:29 AM

Technology Overview
WDS Client
Client setup application that runs within WinPE Setup (IBS)
Allows deployment of Vista / Longhorn and down-level images Logic to communicate with WDS server Drives the client setup experience
UI flow unique to WDS installations

Language selection / regional options allow for
Changing keyboard layout and input device WDS Client UI language Installing language packs (Vista / Longhorn only)

Automation using unattend.xml settings

Technical Drilldown
Unattended Installations
Client Unattend

WDS Server Get WDS settings based on Machine Get WDS settings based on User

Image Unattend

$OEM$ (downlevel)

WDS Client (WinPE phase)
Image Sel.

Options limited based on image selected

Reboot OS First Boot
OS Config/Settings driven by unattend (.txt or .xml)

WDS Module

Cred

WDS Module

Disk Config

Apply Image

Blackboard

No persistence of setup options / settings through reboot. Begin processing image unattend.

Unattended installation options include
PXE Boot pressing F12 not required WDS Client OOBE / first boot Domain Join (uses unattend mechanism)

Technology Overview
Integration with New Deployment Technologies
Image Based Setup (IBS)
WDS Client runs as a special mode of Setup.exe WDS Client shares UI with IBS
Full localization and accessibility functionality Support for various input device types and keyboard layouts

WinPE
Native boot OS Platform used to run the WDS Client

Windows Imaging (WIM)
WinPE boots from a compressed WIM file WDS image store Image capture utility used to create and deploy custom WIM images

Unattend
WDS Client integration with unattend.xml format

Windows System Image Manager (Windows SIM)
Used to author unattended setup files for use in WDS

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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4/27/2006 10:29 AM

Introduction
WinPE
An operating environment built from Vista components an integrated part of the setup environment for Vista a solution that enables OEMs to build computers in factories a solution that enables ISVs to build deployment, recovery, imaging, and diagnostics applications a customizable product for corporate customers to build deployment applications upon a replacement for DOS boot disk scenarios

WinPE
a embedded operating system a replacement client or server operating system

OS Comparison
Windows XP Pro/2003
Complete OS Solution
Full Drivers Full APIs NTFS Full networking

Windows PE 2.0
Customizable Boot Environment
Windows PE Optional Components
WinHTTP WMI SSL MSXML Limited Drivers Win32 RAMDisk / Scratch Space NTFS
TCPIP

Mass storage device support

ADO WSH

16/32-bit program support Integrated Development Programming Frameworks Application Services Media Services Web Services File/Print Services Network Access Services Directory/Security Services

Hardware (x64, x86, Itanium) Mass storage device support 32/64-bit program support

Introduction (cont.) Brief History of WinPE
WinPE first shipped with Windows XP (PE 1.0) as a replacement for DOS boot disk scenarios
Shipped as a set of tools that strip a bootable subset of binaries from a Windows image Built upon the framework for GUI-mode setup

Since 1.0, new features and components have been added
Updates to WinPE have been with every major OS release and service pack

Server 2003 SP1 added (currently latest version)
Ramdisk support Driver injection Boot from USB (OEM Only) Firewall support © 2006 Microsoft Corporation. All rights reserved. WMI This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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4/27/2006 10:29 AM

WinPE 2.0 Technical Drilldown
Feature parity with Server 2003 SP1 Booting from WIM -based write filter) New optional components wpeinit New build tools

Driver / PnP Support
Image customization

PnP detection used to only happen at boot-time Possible to hot-swap devices (USB keys, etc.)

Offline / online driver injection
Drvload.exe provides complete offline driver injection
No more monkeying around with .sif files!

Online driver injection
Also provided by drvload.exe Ex: full driver install from USB key

Build Tools
PE is no longer built from existing media
PE images are built from a subset of Vista components Optional components are added with tools on par with Vista platform tools Offline servicing of PE images supported
performed with standard Vista platform tools

Vista language packs may be added New tools will be available in Vista RC0 release

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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4/27/2006 10:29 AM

Summary

Key takeaways

Innovations in Imaging, Modularization Significantly reduce the costs of deployment Tools to support the whole deployment lifecycle
System Image Manager et al.

This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

© 2006 Microsoft Corporation. All rights reserved.

© 2006 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

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