Effective managing operating system
images with

SMS 2003
Operating System Deployment
Feature Pack

Ampiga Jantarapagdee, ...
Agenda
 SMS 2003 Overview
 OSD Overview of key features &
 scenarios
 Imaging process
 Capturing an operating system image...
Systems Management
Server 2003
           Desktop Administration
                   New …
          Product of the Year
  ...
SMS 2003 Capabilities


          Asset         Security
       Management        Patch
                      Management

...
SMS Supporting the Desktop
 Free Feature Packs
          Operating System Deployment Feature Pack
          Administration...
SMS OS Deployment Feature Pack
Image capture management
      Steps administrators through the process of capturing an ima...
SMS OS Deployment Feature Pack
Key Features
  Integrated with SMS 2003
    Inventory based planning/targeting
    Uses SMS...
SMS OS Deployment Feature Pack
Key Features(2)
  Advanced image installation task sequencing
    User Notification balloon...
Scenarios
            Refreshed PC
            (In-Place)




            Help Desk Recovery
            (break/fix)




 ...
Client Requirements
 Reference computer (capturing the
 image):
   Windows 2000, XP, Server 2003
   All must be running th...
Client Requirements (2)
 Destination computer (deploying the image):
   Through SMS software distribution
     Windows NT ...
Client Requirements (3)
 Destination computer (deploying the image):
   Advanced Clients require the Advanced Client
   Ne...
Technologies Used
 WIM – Microsoft Imaging file
   Captured image file based format
 Windows Preinstallation Environment
 ...
Image Capture Process

1. Admin creates Image     2. Admin configures               3. Insert Image
   Capture CD         ...
Capturing An OS Image


 Preparing the reference computer
 Creating an Image Capture CD
 Capturing the OS image
Image Distribution Process
  OS.WIM




 1. Create image package from            2. Create an image
     captured .wim fil...
Creating And Distributing
An OS Image Package


 Create OS Image Package
 Create OS Image Program
 Distribute to a distrib...
Introduction to OSD
How OS Deployment Works
     SMS inventory is used to create
 1   a “collection.” Computers are Target...
User State Migration
USMT in OS Deployment
       SMS inventory is used to create
 1     a “collection.” Computers are
   ...
Deploying An OS Image On
A Destination Computer


 Force advertisement retrieval
 Respond to user notification
 Initiate i...
Comparing ADS, RIS, And OSD
Typical use of each

  Automated Deployment Services (ADS):
    Large-scale, administrator-ini...
Comparing ADS, RIS, And OSD
Choosing which to use

  For desktop deployments:
    Administrator scheduled/managed desktop
...
Summary
 SMS adds operating system image
 deployment with the OS Deployment
 Feature Pack
   Requires SMS 2003 SP1
 Deploy...
Questions
© 2005 Microsoft Corporation. All rights reserved.
This presentation is for informational purposes only. Microsoft makes n...
Resources
Installing OS Deployment
Feature Pack
 Requires SMS 2003 SP1
   Does not operate stand alone
 Download from the public SMS...
Microsoft TLA Decoding
 TLA – Three-letter acronym         HAL – Hardware Abstraction Layer
 BDD – Solution Accelerator fo...
Log Files – And What They Do

Log File                 Location                   Associated with       Description and us...
Log Files (2)
OSDLaunch.log           c:minintsmsosdosdlogs
                        c: minint smsosd        In-place deplo...
Log Files (3)
osdRebootSystem.log       c:minintsmsosdosdlogs
                          c: minint smsosd        Custom Act...
Additional Resources
 Documentation Locations
   SMS Web site:
      http://www.microsoft.com/smserver/techinfo/
   Micros...
Additional Resources
 Community Resources
   Microsoft
   http://www.microsoft.com/communities/default.mspx
   MYITForum
 ...
Additional Resources
 Desktop Deployment portal
    http://www.microsoft.com/desktopdeployment
 Solution Accelerators
    ...
SMS
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SMS

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SMS

  1. 1. Effective managing operating system images with SMS 2003 Operating System Deployment Feature Pack Ampiga Jantarapagdee, ITIL Technology Specialist – Infrastructure Management Microsoft (Thailand) Ltd
  2. 2. Agenda SMS 2003 Overview OSD Overview of key features & scenarios Imaging process Capturing an operating system image Installation of the image on the client Positioning Automated Deployment Services (ADS), Remote Installation Service (RIS) and Operating System Deployment Feature Pack (OSD)
  3. 3. Systems Management Server 2003 Desktop Administration New … Product of the Year SMS 2003 Inventory Tool for Microsoft Updates 20,000+ customers Desired Configuration Monitoring 83,000+ SP1 downloads
  4. 4. SMS 2003 Capabilities Asset Security Management Patch Management Application Support for Deployment the Mobile Workforce Leveraging Windows Management Services
  5. 5. SMS Supporting the Desktop Free Feature Packs Operating System Deployment Feature Pack Administration Feature Pack Device Management Feature Pack Other Free Tools AdminStudio SMS Edition Client Health Monitoring Tool Toolkit 2 Capacity Planner Package Definition Files Installer with Installer Step-up Utility Scanning Tools IBM Systems Update tool for Microsoft SMS Image Technology built Inventory Tool for Microsoft Updates into SMS License Software Update Scanning Tools Model Inventory Tool for Dell Updates Version 3 Extended Security Update Inventory Tool Client Packs Advanced Client for Windows XP embedded Software Development Kit v3.1
  6. 6. SMS OS Deployment Feature Pack Image capture management Steps administrators through the process of capturing an image of a reference computer in the new Microsoft Imaging format. OS package management Customizes and manages the settings for individual deployments, including notifications, distribution settings, or network settings. User state migration Integrates with the User State Migration Tool 2.6 to preserve user profiles when installing new OSs. Image deployment Deploys OS images using the highly customizable task-based SMS 2003 infrastructure. Reporting Reports on specific deployments to help troubleshoot and demonstrate deployment success.
  7. 7. SMS OS Deployment Feature Pack Key Features Integrated with SMS 2003 Inventory based planning/targeting Uses SMS software distribution SMS management of replication of images throughout distributed enterprises Centralized tracking and status Advanced desktop imaging format (Microsoft Imaging file - .WIM) File-based and non-destructive Eliminates duplicate files Smaller images / high compression (3:1 compression)
  8. 8. SMS OS Deployment Feature Pack Key Features(2) Advanced image installation task sequencing User Notification balloons State capture and restore USMT or custom Optional SMS advertisement Executed during State Restore phase Custom actions Ability to include and execute custom installation scripts SMS packages can be executed as part of installation sequence
  9. 9. Scenarios Refreshed PC (In-Place) Help Desk Recovery (break/fix) Upgrade PC – Transfer User New PC – No User State
  10. 10. Client Requirements Reference computer (capturing the image): Windows 2000, XP, Server 2003 All must be running the SMS 2003 SP1 Advanced Client Must be a member of a workgroup Sysprep must be installed Operating system must be on C: C: must be primary and NTFS
  11. 11. Client Requirements (2) Destination computer (deploying the image): Through SMS software distribution Windows NT 4.0 SP6a Windows 2000 and later Must be running the SMS 2003 SP1 version of the Advanced or Legacy Client C: must be primary and NTFS; no hidden partitions Through RIS or Image Installation CD Windows 98 (wipe and load) All others Must be configured to use DHCP
  12. 12. Client Requirements (3) Destination computer (deploying the image): Advanced Clients require the Advanced Client Network Access account Legacy Clients require the Legacy Client Software Installation account The hardware abstraction layer (HAL) must be the same as the reference computer Need a different image for each HAL type you need to deploy images to You can add additional hardware drivers to the Image Capture CD and as custom actions for image deployment
  13. 13. Technologies Used WIM – Microsoft Imaging file Captured image file based format Windows Preinstallation Environment (Windows PE 2004) Reference computer preparation Destination computer configuration Boot from CD or RIS Diskpart Partitioning option for installation USMT v2.6 – User State Migration Tool Integration for user state capture and restore Unattended operation, multi-user profiles Not part of OSD, available as web download
  14. 14. Image Capture Process 1. Admin creates Image 2. Admin configures 3. Insert Image Capture CD Reference computer Capture CD Create Image Capture OS + Service Packs Capture settings CD Wizard Applications (Office, etc) Output options Must be bootable CD SMS Advanced Client Click “Capture” Sysprep, etc Prepare Begin Machine Capture 4. Image Capture Wizard 5. Computer boots from 6. Capture image prepares computer Image Capture CD Generate WIM Sysprep Boot into WinPE image Shutdown Capture wizard continues
  15. 15. Capturing An OS Image Preparing the reference computer Creating an Image Capture CD Capturing the OS image
  16. 16. Image Distribution Process OS.WIM 1. Create image package from 2. Create an image captured .wim file program and configure deployment settings 3. Deploy package to 4. Create collection of distribution points destination computers to advertise to
  17. 17. Creating And Distributing An OS Image Package Create OS Image Package Create OS Image Program Distribute to a distribution point Advertise the OS Image Program
  18. 18. Introduction to OSD How OS Deployment Works SMS inventory is used to create 1 a “collection.” Computers are Target Machine Compressed WIM OS targeted for refresh. 5 image is downloaded Client receives and installed. 2 advertisement for OS Image is personalized refresh, saves user state. 6 and boots to full OS with SMS Client SMS agent. SMS delivers bootable 3 Windows PE image using Agent Pre-OS SMS Advanced Client WIM to existing OS 7 agent starts up. partition. SMS delivers role- Bootable Hard Boot files are modified, OS 8 based applications and Windows PE 4 reboots to Windows PE SMS Disk post-OS configuration. on hard disk, then Server User state is restored. cleans disk. Windows PEDelivery OS Image Delivery Delivery Application Image SMS Advanced Client Agent MOM Windows-Present Logs all activity
  19. 19. User State Migration USMT in OS Deployment SMS inventory is used to create 1 a “collection.” Computers are Target Machine 5 Compressed WIM OS targeted for refresh. image is downloaded and installed. Client receives Image is personalized 2 advertisement for OS 6 and boots to full OS with refresh, saves user state. SMS agent. SMS delivers bootable SMS Client SMS Advanced Client 3 Windows PE image using Agent Pre-OS 7 agent starts up. WIM to existing OS SMS delivers role- partition. 8 based applications and Boot files are modified, post-OS configuration. 4 reboots to Windows PE OS User state is restored. on hard disk, then Windows PE Image Delivery cleans disk. SMS SMS Advanced Client Agent Server Windows-Present MOM Logs all activity
  20. 20. Deploying An OS Image On A Destination Computer Force advertisement retrieval Respond to user notification Initiate image install
  21. 21. Comparing ADS, RIS, And OSD Typical use of each Automated Deployment Services (ADS): Large-scale, administrator-initiated, high-speed, task sequence-driven deployments of servers in data centers or corporate environments Remote Installation Services (RIS): User-initiated, Active Directory configuration based deployments in corporate environments Operating System Deployment (OSD): Large scale, administrator-initiated, task sequence-driven deployments of desktops in corporate environments
  22. 22. Comparing ADS, RIS, And OSD Choosing which to use For desktop deployments: Administrator scheduled/managed desktop deployments: OSD Self-service deployments: RIS For server deployments: Simple server deployment: OSD Complex server deployment: ADS Self-service server image deployment: RIS
  23. 23. Summary SMS adds operating system image deployment with the OS Deployment Feature Pack Requires SMS 2003 SP1 Deploys Windows 2000, Windows XP, and Windows Server 2003 images Image includes the Advanced Client Target systems can be Windows 98 or higher SMS clients or bare metal systems
  24. 24. Questions
  25. 25. © 2005 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.
  26. 26. Resources
  27. 27. Installing OS Deployment Feature Pack Requires SMS 2003 SP1 Does not operate stand alone Download from the public SMS Web site http://www.microsoft.com/smserver/downloads/ 2003/osdfp.asp 75 MB download Extract SMS2003OSDFP_Enu Six files are extracted, including user’s guide Run OSDeployment_Setup.exe to install on site server
  28. 28. Microsoft TLA Decoding TLA – Three-letter acronym HAL – Hardware Abstraction Layer BDD – Solution Accelerator for SA – Software Assurance Business Desktop Deployment SA – Select Agreement OSD – SMS 2003 OS Deployment LIS – Local Install Source Feature Pack ZTI – Zero Touch Installation RIS – Remote Installation Server CIS – Computer Imaging System WSH – Windows Scripting Host ZTP – Zero Touch Provisioning VBS – Visual Basic Script WinPE – Windows Pre-Installation WMI – Windows Management Environment Instrumentation WIM – Windows Imaging PXE – Preboot eXecution- Environment ACT – Application Compatibility Toolkit MCS – Microsoft Consulting Services ACT – Access Conversion Tool ORK – Office Resource Kit MSI – Windows Installer Software Packages SMS – Systems Management Server BITS – Background Intelligent CIW – Custom Installation Wizard Transfer Service GPO – Group Policy Object CER – Corporate Error Reporting USMT – User State Migration Tool
  29. 29. Log Files – And What They Do Log File Location Associated with Description and use for which OSD process troubleshooting OSDAgent.log c:minintsmsosdosdlogs c: minint smsosd All Deployments Main log. This should be the first place you look to determine what step failed. OSDEnv.log c:minintsmsosdosdlogs c: minint smsosd All Deployments Indicates when OSD Environment variables are set. OSDWinLogon.log c:minintsmsosdosdlogs c: minint smsosd All Deployments Created at the start of the State Restore phase. OSDInstallWIM.log c:minintsmsosdosdlogs c: minint smsosd All Deployments Logs image installation operations. IDUser.log c:minintsmsosdosdlogs c: minint smsosd In-place deployment In- User notification log. IDUserNotification.log c:minintsmsosdosdlogs c: minint smsosd In-place deployment In- User notification log. MachineState.log c:minintsmsosdosdlogs c: minint smsosd In-place deployment In- Logs machine state migration information (machine name, IP Address, Registered Owner/Org)
  30. 30. Log Files (2) OSDLaunch.log c:minintsmsosdosdlogs c: minint smsosd In-place deployment In- OSD Bootstrap. May contain errors if the Advanced Client Network Access account is not configured correctly. SMSCMT.log c:minintsmsosdosdlogs c: minint smsosd In-place deployments In- Logs SMS Client migration information (site code, client GUID) WinPEInstall.log c:minintsmsosdosdlogs c: minint smsosd In-place deployments In- WinPE installation information. OSDInstallWizard.log c:minintsmsosdosdlogs c: minint smsosd LRIP deployments Logs startup operations when doing a LRIP deploy. OSDShell.log c:minintsmsosdosdlogs c: minint smsosd LRIP deployments Launches the OSD Install Wizard. OSDSWDProgramExec.log c:minintsmsosdosdlogs c: minint smsosd Custom Action Logs Run SWD Program Actions. OSDUsmtScanstate.log c:minintsmsosdosdlogs c: minint smsosd Custom Action Logs Capture User State operations OSDUsmtLoadstate.log c:minintsmsosdosdlogs c: minint smsosd Custom Action Logs Restore User State operations
  31. 31. Log Files (3) osdRebootSystem.log c:minintsmsosdosdlogs c: minint smsosd Custom Action Logs Reboot System operations osdConnectToUNCPath.log c:minintsmsosdosdlogs c: minint smsosd Custom Action Logs Connect to UNC operations scanstate.log c:minintsmsosdosdlogs c: minint smsosd Custom Action USMT scanstate log. loadstate.log c:minintsmsosdosdlogs c: minint smsosd Custom Action USMT loadstate log. Nbnbn setupapi.log %windir% windir% Windows mini-setup mini- Windows mini-setup log. Can be mini- viewed after deployment to see if there were any problems with mini- mini- setup. setupact.log %windir% windir% Windows mini-setup mini- Windows mini-setup log. Can be mini- viewed after deployment to see if there were any problems with mini- mini- setup. setuperr.log %windir% windir% Windows mini-setup mini- Windows mini-setup log. Can be mini- viewed after deployment to see if there were any problems with mini- mini- setup.
  32. 32. Additional Resources Documentation Locations SMS Web site: http://www.microsoft.com/smserver/techinfo/ Microsoft TechNet: http://www.microsoft.com/technet/prodtechnol/sms/sms2003/ Business Desktop Deployment solution accelerator http://www.microsoft.com/desktopdeployment SMS FAQ for OSD http://www.microsoft.com/technet/prodtechnol/sms/sms2003/ techfaq/tfaq14.mspx USMT 2.6 Download site http://www.microsoft.com/downloads/details.aspx?FamilyId=4A F2D2C9-F16C-4C52-A203-8DAF944DD555&displaylang=en
  33. 33. Additional Resources Community Resources Microsoft http://www.microsoft.com/communities/default.mspx MYITForum http://www.myitforum.techtarget.com Duncan McAlynn’s Microsoft Management Blog http://msmvps.com/lduncan/articles/19685.aspx Most Valuable Professional (MVP) http://mvp.support.microsoft.com/ John Savill’s FAQ for Windows http://www.windowsitpro.com/windowsnt20002003faq/ OSD Branch Solution from 1E (Booth 623) http://www.1e.com/SoftwareProducts/OSDBranch/Index.aspx OS Migration Solution (Swimage) from Intrinsic http://www.intrinsic.net/services/expertise/os_migration.html
  34. 34. Additional Resources Desktop Deployment portal http://www.microsoft.com/desktopdeployment Solution Accelerators http://www.microsoft.com/technet/itsolutions Community microsoft.public.deployment.desktop microsoft.public.sms.tools microsoft.public.windowsxp.setup_deployment http://www.myitforum.com http://www.msfn.org/board http://www.appdeploy.com http://www.1e.com

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