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Deployment Assistance Program

Deployment Assistance Program

4: SMS OS Deployment Feature Pack 4: SMS OS Deployment Feature Pack

Thomas LeeChief Technologist QA plcthomas.lee@qa.com

SMS 2003 OS Deployment Feature PackSMS 2003 OS Deployment Feature Pack

Microsoft’s first offering into “ Desktop imaging”Microsoft’s first offering into “ Desktop imaging”

Adds support to SMS 2003 for deploying new OS images to desktops in a Adds support to SMS 2003 for deploying new OS images to desktops in a distributed environmentdistributed environment

Integrates with SMS 2003 to improve functionalityIntegrates with SMS 2003 to improve functionality

Inventory-based planning and targetingInventory-based planning and targeting

Centralized tracking and statusCentralized tracking and status

Replication of images throughout distributed enterprisesReplication of images throughout distributed enterprises

Open architecture Open architecture

Partitioning capability (using Diskpart)Partitioning capability (using Diskpart)

Uses WIM image format: No need to delete system partition – data can stay Uses WIM image format: No need to delete system partition – data can stay locallocal

Capable of new computer install and refreshes OSCapable of new computer install and refreshes OS

Supports custom scripts and migration toolsSupports custom scripts and migration tools

Installs into SMS 2003Installs into SMS 2003

Requires SMS 2003 Service Pack 1Requires SMS 2003 Service Pack 1

SMS 2003 OS Deployment Feature PackSMS 2003 OS Deployment Feature Pack

WIM Format ComponentWIM Format Component

File-based and non-destructiveFile-based and non-destructive

Automates to eliminate duplicate filesAutomates to eliminate duplicate files

Provides high image compression (3:1 compression)Provides high image compression (3:1 compression)

Integrates with USMT for image installation task sequencingIntegrates with USMT for image installation task sequencing

User notificationUser notification

State capture and restoreState capture and restore

USMT or CustomUSMT or Custom

Partitioning: Diskpart or customPartitioning: Diskpart or custom

Custom actionsCustom actions

Ability to include and execute custom installation scriptsAbility to include and execute custom installation scripts

SMS packages can be executed as part of installation SMS packages can be executed as part of installation sequencesequence

Windows Imaging Format (WIM) and USMT

Reference Computer RequirementsReference Computer Requirements

Windows 2000, Windows XP, Windows 2003Windows 2000, Windows XP, Windows 2003

Member of a WorkgroupMember of a Workgroup

Operating System must be installed on C: partitionOperating System must be installed on C: partition

Sysprep installed in C:\SysprepSysprep installed in C:\Sysprep

Partition must be NTFS primary partitionPartition must be NTFS primary partition

No hidden partitionsNo hidden partitions

Destination Computer RequirementsDestination Computer Requirements

Targeted Systems to be upgraded in-place:Targeted Systems to be upgraded in-place:

Windows NT 4.0 – via legacy clientWindows NT 4.0 – via legacy client

Windows 2000 (Advanced Client)Windows 2000 (Advanced Client)

Windows XP (Advanced Client)Windows XP (Advanced Client)

Windows 2003 Server (Advanced Client)Windows 2003 Server (Advanced Client)

Fresh ComputerFresh Computer

All above plus add Windows 98All above plus add Windows 98

SMS 2003 OS Deployment Feature PackSMS 2003 OS Deployment Feature Pack

Capture a “reference” imageCapture a “reference” image

Save image to SMS serverSave image to SMS server

Create SMS Image packageCreate SMS Image package

Distribute to Distribution Points (DPs)Distribute to Distribution Points (DPs)

Identify collections (Target) Identify collections (Target)

Advertise to collection (Schedule)Advertise to collection (Schedule)

Administrator Activities

Image CaptureImage Capture

BeginCapture

4. Computer boots 4. Computer boots from Image Capture from Image Capture CDCD

5. Capture image5. Capture image 6. Capture complete6. Capture complete

•Boot into Windows PEBoot into Windows PE•Capture wizard continuesCapture wizard continues

•Generate WIM imageGenerate WIM image

1.1. Admin configures Admin configures Reference Reference ComputerComputer

2. Insert Image 2. Insert Image Capture CDCapture CD

PrepareMachine

3. Image Capture Wizard 3. Image Capture Wizard prepares computerprepares computer

•OS + Service PacksOS + Service Packs•Applications (Office, etc)Applications (Office, etc)•SMS Advanced ClientSMS Advanced Client

•Capture settingsCapture settings•Output optionsOutput options•Click “Capture”Click “Capture”

•SysprepSysprep•Advanced Client prepAdvanced Client prep•ShutdownShutdown

Core ScenariosCore ScenariosRefresh Computer Refresh Computer

Central planning, targeting and distribution of Image PackagesCentral planning, targeting and distribution of Image Packages

User state is savedUser state is saved

Image is installedImage is installed

Other SMS packages rapidly installedOther SMS packages rapidly installed

User state is restoredUser state is restored

Centralized statue reportingCentralized statue reporting

New ComputerNew ComputerCentral Administrator creates “Image Installation CD”Central Administrator creates “Image Installation CD”

Local Administrator inserts CD or RIS to Install Image Local Administrator inserts CD or RIS to Install Image

Image is installed and managed by SMS 2003Image is installed and managed by SMS 2003

Other SMS packages rapidly installedOther SMS packages rapidly installed

Automation script can be addedAutomation script can be added

Validation, state capture phases skippedValidation, state capture phases skipped

Core ScenariosCore ScenariosReplace Computer Replace Computer

Central Administrator creates “Image Installation CD”Central Administrator creates “Image Installation CD”

Local Administrator inserts CD or RIS to Install ImageLocal Administrator inserts CD or RIS to Install Image

User state is saved (if replacement)User state is saved (if replacement)

Image is installed and managed by SMS 2003Image is installed and managed by SMS 2003

Other SMS packages rapidly installedOther SMS packages rapidly installed

User state restoredUser state restored

Variation on Bare MetalVariation on Bare Metal

State capture performed via separate advertisement (or manually) on State capture performed via separate advertisement (or manually) on old computerold computer

Image DistributionImage Distribution

OS.WIM

1. Create image package from 1. Create image package from captured .wim filecaptured .wim file

3. Deploy package to 3. Deploy package to distribution pointsdistribution points

2. Configure deployment 2. Configure deployment settingssettings

4. Create collection of 4. Create collection of target computers and target computers and advertiseadvertise

Target Machine

SMS Advanced Client Agent Windows-PresentMOM

HardDisk

Logs all activity

SMSServer

SMS inventory used to create a “collection” – machines are SMS inventory used to create a “collection” – machines are targeted for refreshtargeted for refresh

Client receives advertisement for OS refresh, saves Client receives advertisement for OS refresh, saves user stateuser state

11

22

33SMS delivers bootable WinPE image using WIM to SMS delivers bootable WinPE image using WIM to existing OS partitionexisting OS partition

Image is personalized and boots to full OS with Image is personalized and boots to full OS with SMS agentSMS agent

55

66

77

Compressed WIM OS image is Compressed WIM OS image is downloaded & installeddownloaded & installed

SMS Advanced Client agentSMS Advanced Client agentstarts upstarts up

SMS delivers role based applications & post SMS delivers role based applications & post OS config. User state is restoredOS config. User state is restored88

Application Delivery

SMS ClientAgent Pre-OS

WinPE Image Delivery

Boot files are modified, reboots to WinPE on Boot files are modified, reboots to WinPE on hard disk, cleans diskhard disk, cleans disk44

OS Image Delivery

BootableWinPE

OS

Refresh ComputerRefresh Computer

Image InstallationImage Installation

Phases of image installationPhases of image installation

ValidationValidation

State CaptureState Capture

Pre-installPre-install

InstallInstall

Post-installPost-install

State RestoreState Restore

Customer and ISV actions can be added to extend Customer and ISV actions can be added to extend functionalityfunctionality

Other SMS packages can be run in specific orderOther SMS packages can be run in specific order

OSD Client sends status messages.OSD Client sends status messages.

Image InstallationImage Installation

Interactive

System

Validation Phase State Capture Phase

OSD ClientOSD Client

ISV/Cust.ISV/Cust.ValidationValidation

ScriptScript

Examples: Check disk space Check host name

Image InstallationImage Installation

Interactive

System

Validation Phase State Capture Phase

ISV/Cust.ISV/Cust.ValidationValidation OSD Client UIOSD Client UI

OSD UserOSD UserNotificationNotification

User InterfaceUser Interface(Notification &(Notification &

Postponement)Postponement)

CO

M

OSD ClientOSD Client

Image Package information(Customizable).

Image InstallationImage Installation

Interactive

System

Validation Phase State Capture Phase

ISV/Cust.ISV/Cust.ValidationValidation

MachineMachineStateState

CaptureCapture

SMSSMSStateState

CaptureCapture

User StateUser StateCaptureCapture(USMT)(USMT)

ISV/Cust.ISV/Cust.StateState

CaptureCaptureOSD Client UIOSD Client UI

OSD UserOSD UserNotificationNotification

User InterfaceUser Interface(Notification &(Notification &

Postponement)Postponement)

CO

M

User InterfaceUser Interface(Progress)(Progress)

CO

MOSD ClientOSD Client

Image InstallationImage Installation

Interactive

System

Installation Phase(Old OS)

Prepare Prepare MachineMachine

Install Windows PE, Install Windows PE, copy files, rebootcopy files, reboot

User InterfaceUser Interface(Progress)(Progress)

OSD ClientOSD Client

Installation Phase(Windows PE)

Pre-installationPhase

Post-installationPhase

(New OS)

OSD Image InstallerOSD Image Installer

Image InstallationImage Installation

Interactive

System

Installation Phase(Old OS)

Prepare Prepare MachineMachine

Install Windows PE, Install Windows PE, copy files, rebootcopy files, reboot

User InterfaceUser Interface(Progress)(Progress)

OSD ClientOSD Client

Installation Phase(Windows PE)

OSD ClientOSD Client

Pre-installationPhase

DiskpartDiskpartISV/Cust.ISV/Cust.

ActionActionISV/Cust.ISV/Cust.

ActionAction

OSD ClientOSD Client

OSD Image InstallerOSD Image Installer

WIMWIM

Post-installationPhase

(New OS)

Image InstallationImage Installation

Interactive

System

State Restore Phase

New Operating SystemNew Operating System

User InterfaceUser Interface(Progress)(Progress)

CO

M

OSD ClientOSD Client

Complete

MinisetupMinisetup

Image InstallationImage Installation

Interactive

System

State Restore Phase

New Operating SystemNew Operating System

MachineMachineStateState

RestoreRestore

SMSSMSStateState

RestoreRestore

User StateUser StateRestoreRestore(USMT)(USMT)

ISV/Cust.ISV/Cust.StateState

RestoreRestore

User InterfaceUser Interface(Progress)(Progress)

CO

M

OSD ClientOSD Client

Complete

User LogonUser LogonMinisetupMinisetup

OSD SummaryOSD SummaryAdds additional value to SMS 2003Adds additional value to SMS 2003

Free SMS AddOnFree SMS AddOn

SMS now can to end-to-end management of PCs SMS now can to end-to-end management of PCs from cradle to gravefrom cradle to grave

SMS package custom action may help customers SMS package custom action may help customers reduce the number of images they need by reduce the number of images they need by installing apps immediately after image deployinstalling apps immediately after image deploy

Microsoft committed to incremental improvement Microsoft committed to incremental improvement

© 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only.© 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only.MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.