WDS and WAIK for Vista Part 3

ok so below I have detailed how I create a reference PC, some of these setting will depend on how you want the image to work and what you want in the image. but feel free to copy my setup if you wish

creating a reference machine

1. Ensure the Bios is set to booting initially from PXE boot and secondly from CD / DVD in the bios

2. Boot From Vista Installation CD

3. Select Time and Currency to UK English, Note this will also change the Keyboard to United Kingdom (if your in the UK that is)

4. Click next

5. Click the Install Now Button

6. Enter The Product key but ensure that the Automatically Active Windows when online is un ticked

7. Click Next

8. Click the Accept Licence Agreement and click next

9. Click the Custom(Advanced Option)

10. If no partition exists create one min of 80GB, if one exists format it so it’s a clean install

11. Click next

12. The files will be copied and will begin to expand (this will take a little time depending on the machine)

13. The PC will then Restart in windows mode

14. Follow the windows setup process

15. Create a user (I always use WksAdmin)

16. Enter a secure password (make sure it is documented securely)

17. Press next

18. Give the PC A name I normal go for a image style name

19. Press next

20. Select Use Recommend setting on the help protect windows screen

21. Make sure the Date and Time as well as the Time zone are correct

22. Click next

23. Select work as the computers current location

24. Press Start

25. Login as the created user

26. Set the correct screen resolution

27. Go to control panel

28. Go to classic view

29. Go to user Account

30. Select Turn User Account Control on or off

31. Press continue when asked

32. Un-tick Use User Account Control (UAC) to help protect your computer depends on your views on this tool personally i find it a pain so i take it out

33. Click ok

34. And click to restart machine

35. Press the start button and right click on computer and select properties

36. In the computer name domain and workgroup setting click change setting

37. Click change on the computer name tab

38. Select domain and enter the domain name

39. Click ok and enter the credentials for the Domain Admin Account, then press ok

40. Click ok on the welcome to domain message

41. Click ok on the restart your computer message

42. Click Close on the System Properties page

43. Click Restart now

44. At login screen select switch users

45. Click other users

46. Login in as the domain workstation admin account

Steps 47 to 53 only if you want office to be part of the image, my initial plan was to have office installed via Group Policy however after much digging i discovered the version supplied with the Microsoft Partnership Pack (MAPS) is a retail version of office and Group Policy can't be used to roll out retail versions of software, so i decided my best bet was to create a share on the network for my app's and install it into the image from there thus giving it a standard path it can go back to if it needs to run a repair or install a component

47. Browse to the application store

48. Run office setup

49. Select EULA and click next, select customize

50. Set the common items to install and everything else to install at first uses (for list of common items see App 1

51. Click install now

52. Install any other app's required for the image (recommend this is done from network unless the image is for remote users then best to copy the install files to the PC and then install)

53. Do Not Install Anti Virus Software as part of an Image!

54. Install any updated drivers for the image

55. Restart machine

56. Login in as domain workstation admin account

57. On the control panel welcome screen un tick the show at start up box at the bottom and close

58. Install any windows updates

59. Set to check for more than just windows updates

60. Run C:\windows\system32\sysprep\sysprep.exe

61. Select OOBE and Generalize option

62. Reboot

63. Press F12 for network boot

64. Select Capture boot image

65. When the capture image screen comes up select the Volume to capture (generally C:\)

66. Give the image a good descriptive name

67. Give a full description of the image including what is installed

68. Click next

69. Press browse next to the name and location select Computer then C: and make a directory called Image go into that directory and give the image a file name (as descriptive as possible)

70. Tick the Upload Image to WDS Server

71. Enter the Host name of the WDS server or the IP address and click connect

72. You will be prompted for credentials enter your domain admin user name and password

73. Then in image group select the group where you would like the image stored i.e. vista x86 etc

74. Then click finish

Now that's pretty easy stuff lets talk about PXE for a moment, PXE is a network boot protocol, but you must be aware that not all network cards support it and some need an additional boot ROM to be able to use it. Personally these days I have have made one network card my standard as it is well support and has PXE built in its the Intel PRO 1000 GT Desktop, they cost about £20 each and in my view excellent cards to use. a lot of motherboard come with a network card onboard these days and most seem to support PXE, you might find however that the Vista boot Image doesn't have a driver for them as standard as happened with me with the Attansic L1 Network card on one of my machines, you can inject drivers into the boot image and we will be covering that in part 4. its not a difficult thing to do but its not overly reliable. if you want to save yourself a lot of hassle get a Intel Pro 1000 GT card.

so how can you find out if your card is PXE enabled well I normally visit the manufacture web site and it should be listed in the extend specification, Sometime it is referred to as the boot agent so be aware of that. if it is a built in network card check your bios there is normally a setting like Enable PXE or Enable Boot Agent sometimes Boot from network

for more information on the PXE Standard Why not visit the wikipedia.

Installing your newly create image

ok so you have your image on the server, so on a PC if you boot using PXE (F12) and select the deployment Image the machine will boot into a windows setup environment,

you will need to go to the WDS Console if this is the first time you have installed from WDS to this machine and look in pending devices, here you will see your machine listed, if you right click on it and say Approve Device, the PXE system will then load on the PC

first select your language settings

you will then be asked for a User name and Password that has access to the RemoteInstall area on the network, use an Administrator account for this

now select the image you wish to install, for example the one we have just created.

next select the drive you wish to install on to (if the machine already has an OS on it I would advise you format the drive

now it will appear like it is running a normal windows installation but of course from the network.

once the installation has complete it will reboot and you will be presented with the windows Quick Setting up screen

First will ask you

select the Country or Region, Time and Currency and the keyboard layout

for me this is all UK setting but you need to use the setting that are right for you

next you will be asked for the Software Key and if you wish to Automatically active windows when online, My suggestion is you don't automatically activate windows until you 100% sure the images are perfect and this might take a few attempts and a few tweaks.

Next you have to accept the EULA (End Users Licences Agreement)

Now you have to create a local user as an admin, anything will do here as I recommend you delete it when you have completed the installation.

Give the computer a name well again depends on your naming convention for computers, some people like to use the user name - PC personally I tend to go for HTTPSDS-WKS- and then a number incrementally

Next you are asked to select the help protect Windows option, personally here I just go for the recommended as I uses WSUS so the setting are over written.

Now you have to set you time zone and make sure the time and date are correct.

you also need to set what network it is on Home / Work or Public location

Click start and log in an either the user you created on the initial image creation in my case Wksadmin or as the user you just created with the quick start wizard

you can then add the machine to the domain and you have a full working machine if you have added office to the image you will need to authorize it again but other than that it will be a fully working install

but isn't that a lot of work after dropping down an image, would it not be better if most of the setting was automated, of course it would and we will look at that in part 4 Unattended.xml and we will also look at how to inject a driver into the boot image.

A bit of a bitch

Ok so someone post on a forum asking a question, hey we are all in the same boat here things change fast and we are all up against a learning curve. personally posting on a forum is my last ditch hope after reading all the documentation and reading all the forum reply's relating to my issue. but if I do post on a forum and then I resolve it I post what I did to resolve it and where I found the answer in the end.

the most universally useless reply is when someone posts an issue then they resolve it themselves and post oh found the answer cheers or whatever, but never explain how they resolved it. to me this is totally selfish and self centred behaviour. they expects someone else to give them knowledge for free but they are not willing to share what they know with others.

so come on people if you find a solution to a problem you have been having(even if it is doh typo alert or something as silly as that) and you have asked people for help share what you have learnt because you damn well expect people to do the same for you !!

Now days if I see a poster that does that I make a note of his ID and if he posts another question and I know the answer I will not reply. that's right people you get on to my shit list and I tell you you stay there! I am more than happy to share my knowledge with anyone that's willing to share their knowledge with me

WDS and WAIK for Vista Part 2

Ok so in part one we setup a Windows Deployment Server. Now in part two we are going to add the boot images.

first of all you need a Vista Install CD with Service Pack 1 DVD. It has to be Service pack one built in or this will not work, for this example I used Vista Business with SP1 DVD

At the server insert the DVD and go to the WDS Console

Right click on boot images and select add boot image

Browse to the DVD and to the sources directory and select the boot.wim file

The Console reads the built in Metadata and puts it in to two text boxes so that you can change it so you know just what to use the boot image for, for example this one i want to use for booting X86 Image for Vista

This is a Image to deploy Vista x86 images so that's what I have called the image and given a full image description, so in this case I have expanded on the Image name.

Check the settings on the confirmation screen before clicking next

After the image has been imported you will be asked to click finish at this point you have a PXE Bootable Image,

so this is what you end up with a Vista Deployment X86 image listed as online and available for PXE networked machines to boot from.

Now that's great we can boot a PC but without any images to install its pretty pointless so we need to be able to capture an image and transfer it to the WDS Server. for this we need to create another Boot image with the Capture tools built in.

Right click on the boot image that we have just created and select Create Capture Boot Image.

First we need to give the Image a new name so we can distinguish between the two boot images. I have changed Deployment to Capture and the same in the description, next you need to browse to where the images are kept for me as I set the Install Directory to D:\RemoteInstall the full path is D:\RemoteInstall\Boot\x86\Images. Then I gave the new image a file name of Capture.wim. Don't make the initial mistake I made and think that location and file name is of the image you want to use as the source, its not clear but this is the path and the location of where you want the new boot image to be and be called.

Once the image has finished importing then you will end up with this screen click finish and then click out of boot images Right click on the server and select refresh and then click back on to boot images, seems to be a little bug where the boot image section doesn't refresh after creating a capture image.

Once it has refreshed you will be reward with this screen showing that you have two boot images, one for deploying an image and one for capturing an image. In part 3 we will go through the creating a reference PC, Sysprep and capture of image, we will also discuss PXE a little more and how to find out if a network card supports PXE

WDS and WAIK for Vista Part 1

Of late I have been working with WDS and WAIK a lot for a customers projects one this I found is there are a lot of conflicting views about how to make this work, lots of half way house instructions and ideas that I just couldn't get to work so I have decided to detail how I did get it all to work

Some Parts are very easy and we will start with the very easy part.

I am going to assume you are doing this on Windows 2003 server as there is not a huge coverage out there of windows server 2008 as of yet, however everything I describe here is pretty much the same as Windows Server 2008 except about Service packs also Windows Server 2008 has some additional features I will talk about at a later date

So the very first thing you need to is ensure the server you intent to use for you WDS has Service Pack 2 Installed, This has some enhancements for Vista installations. It can only been use within domains and not workgroups. you must have a DNS and a DHCP Server and the location where you wish to store the images must be NTFS. For most people thinking of using this system this will not be a problem at all

Next go to control Panel and Add or Remove Programs, Click on Click on Add/Remove Windows Components, Scroll to the bottom of the list and select Windows Deployment Services click install, It might ask you for your install disk depending on how your server has been configured

close all the open windows and go to Administrative Tools and you will now have two new options to choose from: Windows Deployment Service and Windows Deployment Service Legacy

Click on Windows Deployment Service and a new screen will open in MMC

First thing you need to do is run thought the configuration process.

Right Click on the Server Name and select Configure Server.

This start the configuration wizard click next to continue

Next you need to decide where to store the images, I would recommend that the partition should have at least 50GB Free on it

Select the options that are correct for your setup i.e. if the server WDS is installed on is a DHCP Server then tick the Do not listen on port 67, if you have a none Microsoft DHCP Server you will have to configure server option 60 yourself on the DHCP Server however as I suspect most of you will be using the Microsoft DHCP Server then make sure the configure DHCP Option 60 to PXE Client is selected and this will save you a manual job afterward. Simply put if DHCP Option 60 is not set the network card on your workstation will not be able to find the PXE server to boot from (i.e. WDS).

Next you need to select how the server is going to respond to client requests. now if this is the first time you have used WDS it will not be aware of any of your clients so my recommendation is that you select respond to all (Known and unknown) Client Computers. Now of course this is a security and licensing risk so I would also recommend you tick the for unknown clients notify the administrator and respond after approval, this stops just any one connecting to your WDS server via PXE and stealing your image including any software you have in your image. If you are going to perform a big roll out you can always un-tick this option when you do the big roll out and then re select it, once a machine has received an image from the server once you will not need to authorize it again.

you are now asked if you want to add images right away, personally i would advise you to un-tick this before clicking finished as there is other things to be considered first and the chances are you will not have an image ready to add straight away.

Next you want to add an Image group, right click on Install Images and select Add Image Group

Select a name for your image group, I normally create image groups by Operating system so Vista X86 would be an example of a name for an image group

So you end up with something like this, so Now you have a WDS Server installed and configured and now all you need to do is add the different images, In part 2 we will talk about adding boot images both for deployment and for Image Capture