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Customizing WinPE

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Customizing WinPE Powered By Docstoc
					Windows Vista Deployment
Tools
Anders Björling
Senior Consultant
Microsoft
Agenda
 Windows Imaging Format (WIM) files
 Windows Deployment Services (WDS)
 Windows Automating Installation KIT
 (WAIK)
  System Image Manager (SIM)
  ImageX
 Windows PE
 USMT 3.0
Going Out on a WIM
 File-based Image Format
  Introduced with SMS 2003 OSD Feature
  Pack
  *Store Multiple Images within one actual
  file
  File based imaging
  Enables compression and single instancing
  (a technique which allows you to store two
  or more copies of a file for the space cost
  of one copy)
  Service an image offline
  Install a disk image on partitions of any
  size
Why Do I Care?
 Vista ships on a WIM (Install.WIM)
 Windows PE ships on a WIM inside the
 WAIK (Winpe.wim)
What Else Has Changed?
 Going away:
  Unattend.txt, Sysprep.inf, Winbom.ini,
  Cmdlines.txt => unattend.xml
  WINNT.exe, WINNT32.exe, and source-
  based installs => setup
  SYSOCMGR => OCSETUP (online)
   ocsetup.exe "DHCPServer" /quiet /norestart
  SYSOCMGR => PKGMGR (offline)
  pkgmgr
  /o:"C:\wim_mount\;C:\wim_mount\Windows"
  /n:"C:\unattend.xml"
HAL
 HAL independence
  One image can support all hardware
  No support for non-ACPI hardware
  BUT: One Hal for 32 bit arch and one Hal
  for 64 bit arch
Image-Based Setup (IBS)
 All Windows Vista release will ship as a
 Sysprep’d image (install.WIM)
 Setup applies (install.WIM) Images, using
 Unattend answer files (Unattend.XML) for
 custom installation
 Windows Vista Setup supports upgrading
 FAT/FAT32
 to NTFS, with the default format type NTFS
 Two ways to “Install” Windows Vista:
   Apply install.WIM and use Unattend.XML to
   customize setup.EXE
   Install Vista, configure, capture, and deploy using
   Vista Imaging tools (ImageX)
Tools of the Trade
 Digging into the tools
Introduction
Design Goals
  Deliver great ‘in-box’ OS provisioning
  solution
  Deliver platform components to enable
  custom solutions
    Remote boot capability
    Plug-in model for PXE Server extensibility
    Client-server communication protocol
  Unify on single image format - WIM
  Improve management experience
    MMC (UI) and command-line tools
  Migration / Co-existence path from RIS
Introduction
Product Technology Roadmap
                                       Address critical short-               Unify infrastructure, consolidate
   Historically                       term SMS & ADS needs                  to 2 clearly differentiated solutions
• 3 overlapping solutions             • Address key SMS & ADS               • WDS platform designed for IT Generalist /
• Dissimilar infrastructures            customers needs                       MORG, LORG & core OEM scenarios
• Gaps in functionality               • Still have overlapping solutions    • SMS designed for MORG & LORG advanced
                                        and dissimilar infrastructures        scenarios
                                                                            • ADS scenarios largely incorporated into SMS



                                  SMS 2003
  SMS 2003                         OSD FP                                                                    SMS
   10/03                              Q404                                                                    v4
                                                                                                           SMS v4 OS
                                                                                                         Deployment builds
  ADS 1.0                             VSMT                                                                   on WDS
                                                                ADS        Transfer
   9/03                               Q404                      1.1        technology




   RIS in                                                                               WDS               WDS in LH
  WS 2003                                                                               RTW                Server


     CY 2003                   2004                        2005                Longhorn Client        Longhorn Server
                                                                                 Timeframe          Timeframe & Beyond
Introduction
Release Roadmap
                                             WDS Server
                                             WDS MGMT


OOB Hotfix for Server 2003 SP1              WDS Server
                                            WDS MGMT
Server 2003 SP2
                                             WDS Client
Windows Vista

Longhorn Server
                                                          WDS Client
                                                          WDS Server
                                                          WDS MGMT
 BETA                              RT
                                   M
 Q2 2006        Q3 2006          Q4 2006   H1 2007          H2 2007
Scenarios
New Machine Deployment
 End-to-end solution for clean installs
   Bare metal
   Machine re-provisioning
 Deployment of Windows Vista, Longhorn
 Server, Windows XP, Win2K3, and Win2K
   Full sysprep image support (in WIM format)
   New client application replaces OSChooser
 PXE boot and non-PXE boot options
 Fully automated installs from the moment of
 power on
 Integration with Active Directory
Scenarios
PXE Boot of Windows PE
 Common WinPE uses
   Custom deployment solution
   Recovery environment
 RAMDISK boot support for WinPE 2.0
 Improved download speeds
   Adjustable TFTP block size
   WIM format provides compression and single
   instancing
 Simplified MGMT tasks for adding /
 removing images
 May be achieved without Active Directory
Scenarios
Extensibility Points
 Scalable PXE server built on unified
 architecture
   Replaceable plug-ins augment core networking
   functionality
   Published APIs
   Able to run without Active Directory
 WinPE PXE boot files for 3rd party PXE
 Server use
 Client < - > Server communication protocol
   Develop custom deployment application
 SMS & BDD use extensibility points
Scenario Walkthrough
End-to-End Deployment
   Installing the server
   Configuring the server
   Adding images
   Deploying a client
   Maintaining images




Installation   Configuration   Image Add   Deployment   Maintenance
Scenario Walkthrough
Installing the Server
   Methods of installation
        Server 2003 = install the hotfix / service
        pack
        Longhorn Server = install the server role
   Actions
        Copy server binaries
        Create services



Installation   Configuration   Image Add   Deployment   Maintenance
Scenario Walkthrough
Configuring the Server
   Initialize the server
        ‘REMINST’ share and folder structure created
        TFTP root established
        Services started
   Authorizing the server in DHCP no longer
   a requirement



Installation   Configuration   Image Add   Deployment   Maintenance
Scenario Walkthrough
Adding Images
   Boot Images
        WinPE 2.0 in WIM format
        Image usually contains
               WDS Client (setup binaries)
               PXE boot binaries
   Install Images
        Sysprepped OS image in WIM format
   Basic option – pull images from DVD
   Custom option –Admin specified WIM files

Installation       Configuration   Image Add   Deployment   Maintenance
Scenario Walkthrough
Image Deployment
   Choose a boot method for WinPE
        PXE boot
        Other media – CD, DVD, hard drive, UFD,
        etc…
   Complete WDS Client installation screens
   Complete first boot actions (OOBE)



Installation   Configuration   Image Add   Deployment   Maintenance
Scenario Walkthrough
Image Maintenance
    Creation of custom sysprepped images using the WDS
    image capture utility
    Updates include drivers, language packs, and hotfixes /
    QFEs
    Offline servicing = updating an image prior to
    installation onto new hardware
        Bring image offline and service on WDS Server
    Online servicing = updating the image post installation
    to new hardware
        Use Windows SIM to create unattend files and apply packages
        during deployment


Installation   Configuration    Image Add       Deployment    Maintenance
Windows Deployment
Services
Transition from RIS
Upgrade from and Co-existence with
RIS      Modes of WDS Operation


  Legacy          Mixed                 Native
  WDS binaries    “Best of both         No RIS
  but RIS         worlds”               functionality
  functionality   WinPE and             WinPE only
                  OSChooser             WIM only
  OSChooser
                  RISETUP, RIPREP       MGMT through
  RISETUP and     and WIM               WDS MMC / CLI
  RIPREP          MGMT of new:
  MGMT            WDS MMC / CLI
                                    Only mode available
  through RIS     MGMT of legacy:
                                       on LH Server
  utilities       RIS utils

                  Transition
End-To-End Walkthrough
                                                                            Option 60
 Client
                                                                                                                    DHCP

                              DHCP
1. PXE Phase                  Discover                                             MMC                                  CLI




                                                            WDS Server
                   PXE
                                                                                     Management Interface (API)
                   ROM




                                                                         Service
                                                                                                WDS       BINL
 2. Boot                                                                                      Server
                                                  Port 67
 Image                              Option 60                                                  (PXE)       …
 Selection                    PXE               Port 4011
                              Request                                      Network              WDS
                                                                            Network             WDS
                                                                             Layer
                                                                             Layer           Image Store
                                                                                            Image Store
3. Image                          Unattend          RPC
                                                                                                                              Files
                                  Credentials                                                                     Reg
Selection
and Apply                         Image
                                  Metadata
                                                                                         REMINST

                         TFTP of PXE boot files and WinPE                                          Boot

      SMB download of install image                                                                Images        Active
                                                                                                                 Directory
Windows Automated
Installation Kit (WAIK)
  Imaging
  Setup
  Windows System Image Manager
  XImage
  Installs on Windows Longhorn, Windows Vista,
  Windows XP SP2 (.NET Framework 2.0 required)

A suite of tools designed to help OEMs and large
   enterprises deploy Windows Vista.
Automated Installation
Kit
System Image Manager
(SIM)
 Replacement for Setup Manager
 Interacts live with a “catalog” of an
 installation
 Generates unattend.XML
 Built in validation of unattend.xml
 Can be confusing at first
Unattend.XML
 <unattend xmlns="urn:schemas-microsoft-com:asm.v3">
    <settings>
     <component name="setup">
      <UserData>
       <AcceptEula>yes</AcceptEula>
        <FullName>Windows User</FullName>
         <ComputerName>winvista-beta1</ComputerName>
          <ProductKey>ABCDE-FGHIJ-KLMNO-PQRST-UVWXY</ProductKey>
      </UserData>
      <AutoLogon>
       <Logon UserName="username" Password="password" Count="3" />
      </AutoLogon>
    <ImageInstall>
      <Image>
     <InstallTo DiskID="0" PartitionID="1" />
      </Image>
    </ImageInstall>
   </component>
 </settings>
 </unattend>
System Image Manager
Tools of the Trade: ImageX
 Command line tool for WIM
 management
 Learn to use this
  Mount Windows PE to a directory to
  modify
  Mount a Windows Vista WIM to insert an
  unattend file
  Mount a Windows Vista WIM to insert a
  script,file
  or hotfix
  Split a WIM into distribution chunks (CD
  size)
Image Editing
 Enabled with file system mini-filter (wimfltr.sys)
 Mount an image to a specified folder
   Images must be mounted to an existing file system
   Allows for read or read/write access to an image
   Changes are queued and can be committed or discarded
   with an unmount operation
                                         Mounted Image

                                 2              Windows
        Mount
                                                Program Files
        Temp
                                                Users
        tmp files 3              1

                4            Mount(RW)
                    Commit
        Images

        vista.wim
ImageX
MUI Support
 Multi-language support (MUI)
   Windows Vista is language-neutral at its core
   No localized versions
   Multiple language packs available for
   Enterprise
   Languages can be added and removed
Pkgmgr additional language
Windows PE
 Bootable, special purpose Windows
 environment
   Not DOS


 Use for these Windows Vista tasks
   Installation
   Troubleshooting
   Recovery
Windows PE 2.0
 Now available to everyone for deploying
 Windows Vista!
 Key part of the Windows Vista deployment
 and recovery process
 “Hot” (online) Plug n Play support Can be
 serviced offline just like Windows Vista
   Inject drivers, add or remove optional
   components offline (PEIMG)
   Inject drivers online (Drvload)
 Boot from RAM with compressed WIM
 image
 Creates a writeable 32MB ramdisk
Windows PE 2.0
 Things you can do
  Can format partitions with NTFS
  Network access using Windows Vista drivers
  Can use VBScript for complex tasks
  Extensible with XML
  Unattend.xml on WinPE
Tools for Working With
Windows PE
 Windows PE tools
  DiskPart
  Drvload (Online)
  Oscdimg
  PEImg (Offline)
 BCDEdit
  Edits the Boot Configuration Data (BCD)
  Use to add Windows PE to the boot menu
Windows PE
User State Migration Tool 3.0
 Support for Windows Vista and Office 2007
   Integrates with Configuration Manifest
   Infrastructure (CMI) for migrating OS settings
   to Windows Vista
 New XML-based configuration files
 Encryption capability
 Minor command line changes
 One part of a larger migration engine
 Is the workflow, not the logic
USMT 3.0 Requirements
 Sufficient disk space for saved state data
 Source computer
   Windows 2000 Professional
   Windows XP Home, Windows XP
   Professional, Windows XP Professional x64
   Windows Vista, Windows Vista Itanium,
   Windows Vista x64
 Destination computer
   Windows XP versions
   Windows Vista versions
 Microsoft Internet Explorer 5 or later
ScanState and LoadState
 ScanState
  Collects files and settings from source
  computer
  Controlled by XML files
  Creates USMT3.MIG file
 LoadState
  Controlled by XML files
  Reads USMT3.MIG file
  Restores saved state onto destination
  computer

				
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