©2006 Microsoft Corporation. All rights reserved. MGT315 Deploying Windows Vista Clients With Systems Management Server 2003 Anthony Chan Premier Field

©2006 Microsoft Corporation. All rights reserved.

MGT315MGT315Deploying Windows Vista Deploying Windows Vista Clients With Systems Clients With Systems Management Server 2003Management Server 2003

MGT315MGT315Deploying Windows Vista Deploying Windows Vista Clients With Systems Clients With Systems Management Server 2003Management Server 2003

Anthony ChanAnthony ChanPremier Field EngineerPremier Field EngineerMicrosoft CorporationMicrosoft Corporation


Uncoordinated, manual

InfrastructureKnowledge not

captured

Managed IT Infrastructure

with limited automation

and knowledge capture

Managed and consolidated IT Infrastructurewith extensive

Automation, knowledge

captured andre-used

Fully automated management,

dynamic resource

Usage, business linked SLA’s. Knowledge

capture automated and use automated

Cost Center More Efficient Cost Center

Business Enabler Strategic Asset


DESKTOP, SERVER AND DEVICE MANAGEMENT

Security and Networking

Identity and Access Management

Data Protection and Recovery

IT Process and Policy

Infrastructure Optimization Infrastructure Optimization CapabilitiesCapabilities


What We Will CoverWhat We Will Cover

An overview of the Systems Management An overview of the Systems Management Server (SMS) 2003 OSD Feature Pack Server (SMS) 2003 OSD Feature Pack UpdateUpdate

Installation of the OSD Feature PackInstallation of the OSD Feature Pack

End-to-end implementation of the SMS End-to-end implementation of the SMS 2003 Operating System Deployment (OSD) 2003 Operating System Deployment (OSD) Feature Pack Update to deploy a Microsoft Feature Pack Update to deploy a Microsoft Windows Windows Vista clientVista client

Comparison of OSD Feature Pack to Comparison of OSD Feature Pack to Remote Installation Services Remote Installation Services (RIS)/Microsoft Windows Desktop Search (RIS)/Microsoft Windows Desktop Search (WDS) and Automated Deployment (WDS) and Automated Deployment Services (ADS)Services (ADS)


SMS 2003 OSD Feature PackSMS 2003 OSD Feature PackRoadmapRoadmap

This presentation covers some generic This presentation covers some generic information on the SMS 2003 Operating information on the SMS 2003 Operating System Deployment Feature PackSystem Deployment Feature Pack

Released in November of 2004Released in November of 2004

To deploy Windows Vista, you must use the To deploy Windows Vista, you must use the SMS 2003 OSD Feature Pack UpdateSMS 2003 OSD Feature Pack Update

Timeline presented in the presentationTimeline presented in the presentation

SMS 2003 OSD is THE way to deploy SMS 2003 OSD is THE way to deploy Windows Vista in an enterprise!Windows Vista in an enterprise!


AgendaAgenda

Overview of key features and scenariosOverview of key features and scenarios

Capturing an operating system imageCapturing an operating system image

Distributing the image through SMSDistributing the image through SMS

Installation of the image on the clientInstallation of the image on the client

Positioning ADS, RIS, WDS and OSDPositioning ADS, RIS, WDS and OSD


Key Features of SMS 2003 OSDKey Features of SMS 2003 OSD

Integrated with SMS 2003Integrated with SMS 2003Inventory-based planning/targetingInventory-based planning/targeting

Uses SMS software distributionUses SMS software distribution

SMS management of replication of images SMS management of replication of images throughout throughout distributed enterprisesdistributed enterprises

Centralized tracking and statusCentralized tracking and status

Custom actionsCustom actions

Advanced Windows Imaging Format (.WIM)Advanced Windows Imaging Format (.WIM)File-based and non-destructiveFile-based and non-destructive

Eliminates duplicate filesEliminates duplicate files

Smaller images / high compression (3:1 Smaller images / high compression (3:1 compression)compression)


Key Features of SMS 2003 OSDKey Features of SMS 2003 OSD

Advanced image installation task Advanced image installation task sequencingsequencing

User Notification balloonsUser Notification balloons

State capture and restoreState capture and restoreUSMT or customUSMT or custom

Optional SMS advertisementOptional SMS advertisementExecuted during State Restore phaseExecuted during State Restore phase

Custom actionsCustom actionsAbility to include and execute custom installation Ability to include and execute custom installation scriptsscripts

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


Core ScenariosCore Scenarios

In-place MigrationIn-place MigrationCentral planning, targeting and distribution of Central planning, targeting and distribution of Image PackagesImage Packages

Computer and user state is savedComputer and user state is saved

Image is installedImage is installed

Other SMS advertised programs rapidly Other SMS advertised programs rapidly installedinstalled

Computer and user state is restoredComputer and user state is restored

Centralized status reportingCentralized status reporting

Help Desk Recovery (break/fix)Help Desk Recovery (break/fix)Administrator inserts image installation CD or Administrator inserts image installation CD or distributes via SMSdistributes via SMS

Machine is re-imaged (wipe/load)Machine is re-imaged (wipe/load)


SMS 2003SMS 2003

““ Install”Install”

MasterMasterComputerComputer

““ Capture”Capture”

ImageImageFileFile

““ Plan”Plan”““DistributDistribut

e”e”““Track”Track”

Target ComputersTarget Computers

ImageImagePackagePackage

StatusStatusReportsReports

SMS 2003 OSD Feature PackSMS 2003 OSD Feature PackOverview of operationsOverview of operations


Installation of The SMS 2003 Installation of The SMS 2003 OSD OSD Feature pack updateFeature pack updateRequired to support Windows Vista image Required to support Windows Vista image

capture and deploymentcapture and deployment

Requires SMS 2003 Service Pack 2Requires SMS 2003 Service Pack 2Will not install on any previous versionWill not install on any previous version

Does not operate stand aloneDoes not operate stand alone

Available now!Available now!Supports Windows Vista beta 2 or aboveSupports Windows Vista beta 2 or above

The original OSD Feature Pack does NOT The original OSD Feature Pack does NOT support deployment of Windows Vistasupport deployment of Windows Vista


Features Of The SMS 2003 OSD Features Of The SMS 2003 OSD Feature pack updateFeature pack update

Supports Windows Vista image capture Supports Windows Vista image capture and deploymentand deployment

Still supports Windows 2000 and laterStill supports Windows 2000 and later

Supports two WIM formatsSupports two WIM formatsThe original OSD Feature Pack uses pre-The original OSD Feature Pack uses pre-Windows Vista WIM (0.9)Windows Vista WIM (0.9)

The OSD feature pack update also supports The OSD feature pack update also supports Windows Vista and Windows Server “Longhorn” Windows Vista and Windows Server “Longhorn” WIM (1.0)WIM (1.0)

There is no migration from WIM 0.9 to WIM 1.0There is no migration from WIM 0.9 to WIM 1.0

You would need to deploy a WIM 0.9 image and You would need to deploy a WIM 0.9 image and recapture recapture as a WIM 1.0 imageas a WIM 1.0 image

Supports 64-bit client image capture and Supports 64-bit client image capture and deploymentdeployment


AgendaAgenda







SMS 2003 OSD Client SupportSMS 2003 OSD Client Support

Supported operating systems for capturingSupported operating systems for capturingWindows 2000, Windows XP, Windows VistaWindows 2000, Windows XP, Windows Vista

Windows Server 2003Windows Server 2003

All must include the SMS 2003 Advanced ClientAll must include the SMS 2003 Advanced Client

Supported clients for image deploymentSupported clients for image deploymentThrough SMS software distributionThrough SMS software distribution

Windows 2000 and laterWindows 2000 and later

Through RIS or Image Installation CDThrough RIS or Image Installation CDWindows 98 (wipe and load)Windows 98 (wipe and load)

All othersAll others


SMS 2003 OSD Client SupportSMS 2003 OSD Client Support

DHCP is requiredDHCP is requiredWindows PE (WinPE) is used to connect to the Windows PE (WinPE) is used to connect to the SMS share to store the imageSMS share to store the image

Windows PE uses DHCP to acquire an IP addressWindows PE uses DHCP to acquire an IP address

Supported hard drive partitionsSupported hard drive partitionsOnly drive C: is supportedOnly drive C: is supported

OS must be on C: and formatted for NTFSOS must be on C: and formatted for NTFS


Image Capture ProcessImage Capture Process

1.1. Admin configures Admin configures Master computerMaster computer

2. Insert Image2. Insert ImageCapture CDCapture CD

PreparePrepareMachineMachine

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

OS + Service OS + Service PacksPacks

Applications Applications (Office, etc)(Office, etc)

SMS Advanced SMS Advanced ClientClient

Capture Capture settingssettings

Output Output optionsoptions

Click Click “Capture”“Capture”

SysprepSysprep

Advanced Advanced Client prepClient prep

ShutdownShutdown


Image Capture ProcessImage Capture Process

1.1. Admin configures Admin configures Master computerMaster computer

2. Insert Image2. Insert Image Capture CDCapture CD

PreparePrepareMachineMachine

3. Image Capture Wizard3. Image Capture Wizard prepares computerprepares computer

OS + Service PacksOS + Service Packs

Applications (Office, Applications (Office, etc)etc)

SMS Advanced ClientSMS Advanced Client

Capture Capture settingssettings

Output optionsOutput options

Click “Capture”Click “Capture”

SysprepSysprep

Advanced Client Advanced Client prepprep

ShutdownShutdown

BeginBeginCaptureCapture

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 WinPEBoot into WinPE

Capture wizard Capture wizard continuescontinues

Generate WIM Generate WIM imageimage


Capturing a Windows Vista imageCapturing a Windows Vista image


AgendaAgenda







OSD Image Distribution OSD Image Distribution With SMSWith SMS

Import the WIM file as an Image PackageImport the WIM file as an Image Package

Create an Image ProgramCreate an Image ProgramRequires some base configurationRequires some base configuration

LicensingLicensing

Product keyProduct key

Domain configurationDomain configuration

Modify program properties as appropriateModify program properties as appropriateSMS client configurationSMS client configuration

Operating system configurationOperating system configuration

Custom actionsCustom actions


OS.WIM

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

Image DistributionImage Distribution


OS.WIM

1.1.Create image package Create image package fromfrom

captured .wim filecaptured .wim file

2. Configure 2. Configure deploymentdeployment

settingssettings



OS.WIM

1. Create image package 1. Create image package fromfrom

captured .wim filecaptured .wim file

3. Deploy package to3. Deploy package to distribution pointsdistribution points

2. Configure 2. Configure deploymentdeployment

settingssettings

4. Create collection of4. Create collection of target computers totarget computers to advertise toadvertise to



Creating and Deploying a Windows Vista Image Package

Creating and Deploying a Windows Vista Image Package


AgendaAgenda







Image Installation OverviewImage Installation Overview

The user receives notification of the The user receives notification of the pending image installationpending image installation

Can initiate install or postpone installCan initiate install or postpone install

Phases of image installationPhases of image installationValidationValidation

State CaptureState Capture

Pre-installPre-install

InstallInstall

Post-installPost-install

State RestoreState Restore


Image Installation OverviewImage Installation Overview

Customer and ISV actions can be added Customer and ISV actions can be added to extend functionalityto extend functionality

Called “Custom Actions”Called “Custom Actions”

Other SMS advertised programs can be run Other SMS advertised programs can be run in specific order prior to the user logonin specific order prior to the user logon

OSD Client sends status messagesOSD Client sends status messagesMultiple status messages for entire processMultiple status messages for entire process

Status for each phase that begins/completesStatus for each phase that begins/completes


OSD Target Client OSD Target Client RequirementsRequirements

During image installDuring image installWindows PE is used to access the SMS Windows PE is used to access the SMS distribution point to retrieve the image filedistribution point to retrieve the image file

Requires DHCPRequires DHCP

Required accountsRequired accountsFor deploying to Advanced Clients:For deploying to Advanced Clients:

The Advanced Client Network Access accountThe Advanced Client Network Access account

For deploying to Legacy Clients:For deploying to Legacy Clients:The Legacy Client Software Installation accountThe Legacy Client Software Installation account


OSD Target Client OSD Target Client RequirementsRequirements

The target computer hardware abstraction The target computer hardware abstraction layer (HAL) must be the same as the layer (HAL) must be the same as the computer the image was created fromcomputer the image was created from

Need a different image for each HAL type you Need a different image for each HAL type you need need to deploy images toto deploy images to

Windows Vista is HAL independentWindows Vista is HAL independent

You can add additional hardware drivers to You can add additional hardware drivers to the Image Capture CD and as custom the Image Capture CD and as custom actions for image deploymentactions for image deployment


InteractiveInteractive

SystemSystem

Validation PhaseValidation Phase State Capture PhaseState Capture Phase

ISV/Cust.ISV/Cust.ValidationValidation

ScriptScript

Examples:Examples: Check disk spaceCheck disk space Check host nameCheck host name

OSD ClientOSD Client

Image Installation ProcessImage Installation Process



SystemSystem


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

OSD UserOSD UserNotificationNotification

User InterfaceUser Interface(Notification &(Notification &Postponement)Postponement)

CO

MC

OM


Image Package informationImage Package information(Customizable).(Customizable).




SystemSystem


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

MC

OM

User InterfaceUser Interface(Progress)(Progress)

CO

MC

OM





SystemSystem

Installation PhaseInstallation Phase(Old OS)(Old OS)

Prepare MachinePrepare MachineInstall WinPE, Install WinPE,

copy files, rebootcopy files, reboot



Installation PhaseInstallation Phase(WinPE)(WinPE)

Pre-installationPre-installationPhasePhase

Post-installationPost-installationPhasePhase

(New OS)(New OS)

OSD Image InstallerOSD Image Installer




SystemSystem

Installation PhaseInstallation Phase(Old OS)(Old OS)

Prepare MachinePrepare MachineInstall WinPE, Install WinPE,

copy files, rebootcopy files, reboot



Installation PhaseInstallation Phase(WinPE)(WinPE)


Pre-installationPre-installationPhasePhase

DiskpartDiskpartISV/Cust.ISV/Cust.

ActionActionISV/Cust.ISV/Cust.

ActionAction


OSD Image InstallerOSD Image Installer

WIMWIM

Post-installationPost-installationPhasePhase

(New OS)(New OS)





SystemSystem

State Restore PhaseState Restore Phase

New Operating SystemNew Operating System


CO

MC

OM


CompleteComplete

MinisetupMinisetup



SystemSystem

State Restore PhaseState Restore Phase

New Operating SystemNew Operating System

MachineMachineStateState

RestoreRestore

SMSSMSStateState

RestoreRestore

User StateUser StateRestoreRestore(USMT)(USMT)

ISV/Cust.ISV/Cust.StateState

RestoreRestore


CO

MC

OM


CompleteComplete

User LogonUser LogonMinisetupMinisetup



Technologies UsedTechnologies Used

WIM – Windows ImagingWIM – Windows ImagingCaptured image file based formatCaptured image file based format

Windows PE 2004Windows PE 2004Used for image captures and installations Used for image captures and installations

Runs SysprepRuns Sysprep

Model computer preparationModel computer preparation

Target computer configurationTarget computer configuration

DiskpartDiskpartPartitioning option for installationPartitioning option for installation

USMT – User State Migration ToolUSMT – User State Migration ToolIntegration for user state capture and restoreIntegration for user state capture and restore

USMT 2.6.1 for non-Windows Vista operating systems, USMT 2.6.1 for non-Windows Vista operating systems, User State Migration Tool (USMT) 3.0 for Windows VistaUser State Migration Tool (USMT) 3.0 for Windows Vista

Not part of OSDNot part of OSD


Installing the Windows Vista Image on the Target ClientInstalling the Windows Vista Image on the Target Client


AgendaAgenda







Automated Deployment Services (ADS)Automated Deployment Services (ADS)Large-scale, administrator-initiated, high-speed, task Large-scale, administrator-initiated, high-speed, task sequence-driven deployments of servers in data centers sequence-driven deployments of servers in data centers or or corporate environmentscorporate environments

Remote Installation Services (RIS)Remote Installation Services (RIS)User-initiated, Active Directory configuration based User-initiated, Active Directory configuration based deployments in corporate environmentsdeployments in corporate environments

Windows Deployment Services (WDS) replaces RISWindows Deployment Services (WDS) replaces RIS

Operating System Deployment (OSD)Operating System Deployment (OSD)Large scale, administrator-initiated, task sequence-driven Large scale, administrator-initiated, task sequence-driven deployments of desktops in corporate environmentsdeployments of desktops in corporate environments

Also supports self service deployments through Also supports self service deployments through advertisements using Run Advertised Programsadvertisements using Run Advertised Programs

Comparing ADS, RIS, WDS and Comparing ADS, RIS, WDS and OSD Typical Use of EachOSD Typical Use of Each


Comparing ADS, RIS, WDS and OSDComparing ADS, RIS, WDS and OSD

Operating system supportOperating system supportADSADSWindows 2000: all Server editionsWindows 2000: all Server editions

Windows Server 2003: all 32-bit versions and x64Windows Server 2003: all 32-bit versions and x64

RIS/WDSRIS/WDSWindows Server 2003: all 32 and 64-bit versionsWindows Server 2003: all 32 and 64-bit versions

Windows 2000: all Professional and ServerWindows 2000: all Professional and Server

Windows XP ProfessionalWindows XP Professional

WDS supports Windows VistaWDS supports Windows Vista

OSD Feature Pack UpdateOSD Feature Pack UpdateWindows Server 2003: all 32 and x64-bit versionsWindows Server 2003: all 32 and x64-bit versions

Windows 2000: all Professional and ServerWindows 2000: all Professional and Server

Windows XP Professional and Windows Vista: Windows XP Professional and Windows Vista: 32 and x64-bit versions32 and x64-bit versions


Comparing ADS, RIS, WDS and OSDComparing ADS, RIS, WDS and OSD

Choosing which to useChoosing which to useFor desktop deploymentsFor desktop deploymentsAdministrator scheduled/managed desktop Administrator scheduled/managed desktop deployments: OSDdeployments: OSD

Self-service deployments: OSD or RIS/WDSSelf-service deployments: OSD or RIS/WDS

For server deployments:For server deployments:

Simple server deployment: OSDSimple server deployment: OSD

Complex server deployment: ADSComplex server deployment: ADS

Self-service server image deployment: OSD or Self-service server image deployment: OSD or RIS/WDSRIS/WDS


20032003 20042004 20052005 20020066

ADS 1.0ADS 1.09/039/03

SMS 2003SMS 200310/0310/03

SMS 2003SMS 2003SP1SP1

ADS 1.1ADS 1.1

SMS 2003SMS 2003SP2SP2

OSD FPOSD FP

Microsoft Virtual Microsoft Virtual Server 2005 Server 2005

Migration Migration ToolkitToolkit VSMTVSMT

SCCM 2007SCCM 2007(SMS v4)(SMS v4)

CurrentlyCurrentlyShippingShipping

UnifiedUnifiedEnterpriseEnterprise

OS DeploymentOS Deployment

WDS forWDS forWindows Server Windows Server

20032003

SMS v4 OSSMS v4 OSDeploymentDeploymentbuilds on builds on WDS & other WDS & other LHLHtechnologytechnology

TransferTransfertechnologytechnology

20020077

RIS inRIS inWindows Server Windows Server

20032003

CustomCustomerer

updatesupdates

= OS Deployment= OS Deployment ProductProduct

Format: ADSFormat: ADS

Format: WIM 0.9Format: WIM 0.9

Format: ADSFormat: ADS

Format: WIM 1.0Format: WIM 1.0

WDS inWDS inWindows ServerWindows Server

“Longhorn”“Longhorn”

Format: WIM 1.0Format: WIM 1.0 Format: WIM 1.0Format: WIM 1.0

OSD FPOSD FPLH updateLH updateFormat: WIM 1.0Format: WIM 1.0

OS Deployment RoadmapOS Deployment Roadmap


SummarySummary

SMS adds Windows Vista operating system SMS adds Windows Vista operating system image deployment with the OSD Feature image deployment with the OSD Feature Pack UpdatePack Update

This is the recommended method This is the recommended method for Windows Vista deploymentsfor Windows Vista deployments

Requires SMS 2003 Service Pack 2Requires SMS 2003 Service Pack 2

Deploys Windows 2000, Windows XP, Deploys Windows 2000, Windows XP, Windows Vista, and Windows Server 2003 Windows Vista, and Windows Server 2003 imagesimages

Image includes the Advanced ClientImage includes the Advanced Client

Target systems can be Windows 98 or Target systems can be Windows 98 or higherhigher

SMS clients or bare metal systemsSMS clients or bare metal systems


ResourcesResourcesTechnical Chats and Webcastshttp://www.microsoft.com/communities/chats/default.mspx http://www.microsoft.com/usa/webcasts/default.asp

Microsoft Learning and Certificationhttp://www.microsoft.com/learning/default.mspx

MSDN & TechNet http://microsoft.com/msdnhttp://microsoft.com/technet

Virtual Labshttp://www.microsoft.com/technet/traincert/virtuallab/rms.mspx

Newsgroupshttp://communities2.microsoft.com/communities/newsgroups/en-us/default.aspx

Technical Community Siteshttp://www.microsoft.com/communities/default.mspx

User Groupshttp://www.microsoft.com/communities/usergroups/default.mspx

http://www.microsoft.com/communities/chats/default.mspx

http://www.microsoft.com/communities/chats/default.mspx

http://www.microsoft.com/usa/webcasts/default.asp

http://www.microsoft.com/usa/webcasts/default.asp

http://www.microsoft.com/learning/default.mspx

http://www.microsoft.com/learning/default.mspx

http://microsoft.com/msdn

http://microsoft.com/msdn

http://microsoft.com/technet

http://microsoft.com/technet

http://www.microsoft.com/technet/traincert/virtuallab/rms.mspx

http://www.microsoft.com/technet/traincert/virtuallab/rms.mspx

http://communities2.microsoft.com/communities/newsgroups/en-us/default.aspx



http://www.microsoft.com/communities/default.mspx

http://www.microsoft.com/communities/default.mspx

http://www.microsoft.com/communities/usergroups/default.mspx

http://www.microsoft.com/communities/usergroups/default.mspx

© 2006 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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©2006 Microsoft Corporation. All rights reserved. MGT315 Deploying Windows Vista Clients With Systems Management Server 2003 Anthony Chan Premier Field