Operating System Deployment in Configuration Manager

OSD in Configuration Manager 2007

1.0 Overview of Operating System Deployment (5)

1.1 Operating System Deployment Terminology (5)

1.2 Supported Operating Systems and Hard Disk Configurations for Operating System Deployment (8)

1.3 Upgrading from Systems Management Server 2003 Operating System Deployment (9)

1.4 About the Operating System Deployment Reference Computer (9)

1.5 About Native Mode Certificates and Operating System Deployment (12)

1.5.1 Protecting the Operating System Deployment Certificate from

Unauthorized Use (13)

1.6 About Capturing and Deploying an Operating System Image (13)

1.6.1 Create the image and distribute it to distribution points (13)

1.6.2 Create and configure the appropriate deployment task sequence (14)

1.6.3 Advertise the task sequences (14)

1.7 About Creating the Operating System Deployment Packages (14)

1.7.1 Building a reference computer (15)

1.7.2 Deploying an image to a target computer (16)

1.8 About the Driver Catalog (18)

1.8.1 Driver Catalog Terminology (18)

1.8.2 Importing a New Windows Device Driver (18)

1.8.3 Device Driver Categories (19)

1.8.4 Creating Device Driver Packages (19)

1.8.5 Adding Device Drivers to Boot Images (19)

1.8.6 Driver Catalog Task Sequence Steps (20)

1.8.7 Driver Catalog Reports (20)

1.9 About Task Sequences (20)

1.9.1 Terminology for Task Sequences (20)

1.9.2 Creating a New Task Sequence (21)

1.9.4 Access Control (22)

1.9.5 Advertising a Task Sequence (22)

1.9.6 Editing a Task Sequence (22)

1.9.7 Task Sequence Steps and Actions (23)

1.9.8 Task Sequence Groups (23)

1.9.9 Running Task Sequences (24)

1.9.10 Importing and Exporting Task Sequences (25)

1.9.11 Creating Media for Task Sequences (25)

1.9.12 Using Media in Configuration Manager 2007 Native Mode Environments

(26)

1.10 About Task Sequence Variables (27)

1.10.1 Creating Task Sequence Variables (27)

1.10.2 Accessing Task Sequence Environment Variables (30)

1.10.3 Computer and Collection Variables (31)

1.10.4 Task Sequence Media Variables (32)

1.10.5 Task Sequence Variables List (32)

1.11 Operating System Deployment Checklists (33)

1.11.1 Prepare the Configuration Manager Environment (33)

1.11.2 Configure the Reference Computer (34)

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1.11.3 Create the Capture Task Sequence (34)

2.0 Prerequisites for Operating System Deployment (37)

2.1 Dependencies External to Configuration Manager 2007 (37)

2.2 Configuration Manager 2007 Dependencies (38)

3.0 Administrator Workflows for Operating System Deployment (39)

3.1 Top Level Administrator Workflow (39)

3.2 Create and Distribute Image Workflow (40)

3.3 Create and Configure Task Sequence Workflow (41)

3.4 Create and Configure Task Sequence Workflow (42)

4.0 Planning for Operating System Deployment (43)

4.1 Planning ConfigMgr Site Systems for Operating System Deployment (43)

4.1.1 State Migration Point (43)

4.1.2 Distribution Point (45)

4.1.3 PXE Service Point (46)

4.2 Determine Your Operating System Deployment Method (46)

4.2.1 PXE Initiated Operating System Deployments (46)

4.2.2 Bootable Media Initiated Operating System Deployments (46)

4.2.3 Stand-alone Media Initiated Operating System Deployments (47)

4.2.4 Side by Side Operating System Deployments (47)

4.2.5 Configuration Manager 2007 Initiated Operating System Deployments (48)

4.3 Planning for the Operating System Image (48)

4.3.1 Packages that Support an Image Deployment (48)

Configuration Manager 2007 Client Installation Package (49)

4.3.2 Server-Specific Deployments (49)

4.3.3 Advantages and Disadvantages of Installing Applications and Tools using a

Task Sequence (50)

4.4 Planning for the Boot Image (51)

4.4.1 Updating the boot image (51)

4.5 Planning for Deploying the Operating System Image (52)

4.5.1 Image Size (52)

4.5.2 Consider the Client Cache Size (52)

4.5.3 Configure State Migration Point and Distribution Point (53)

4.5.4 Advertisement Download Options (53)

4.5.5 Stand-alone Installation (54)

4.5.6 PXE Service Point (54)

4.5.7 Windows Deployment Services (WDS) and DHCP (55)

4.5.8 Installing WDS (57)

4.5.9 PXE Advertisements (57)

5.0 Configuring Operating System Deployment (59)

5.1 How to Add Operating System Images (59)

5.2 How to Manage the User State (60)

5.2.1 How to Configure the State Migration Point (61)

5.2.2 How to Capture and Restore the User State (62)

5.2.3 How to Save the User State Locally for In-place Operating System

Deployments (65)

5.2.4 Capture User State Workflow (67)

5.2.5 Restore User State Workflow (68)

5.3 How to Manage the Driver Catalog (69)

5.3.1 How to Import Windows Device Drivers into the Driver Catalog (69)

5.3.2 How to Create a Driver Package (71)

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5.3.3 How to Add Device Drivers to an Existing Driver Package (72)

5.3.4 How to Install Drivers on a Configuration Manager 2007 Client Using a

Task Sequence (73)

5.4 How to Manage Task Sequences (74)

5.4.1 How to Create a Task Sequence to Install an Existing Operating System

Image Package (74)

5.4.2 How to Create a Task Sequence to Build and Capture an Operating System

Image (76)

5.4.3 How to Create a Custom Task Sequence (78)

5.4.4 How to Edit an Existing Task Sequence (78)

5.4.5 How to Advertise Task Sequences (79)

5.4.6 How to Copy a Task Sequence from one Configuration Manager 2007 Site

to Another (81)

5.4.7 How to Install Software Packages as Part of a Task Sequence (83)

5.5 How to Manage Task Sequence Variables (84)

5.5.1 How to Create Per-Computer Task Sequence Variables (84)

5.5.2 How to Create Per-Collection Task Sequence Variables (85)

5.6 How to Manage Operating System Images (86)

5.6.1 How to Add Windows Device Drivers to a Boot Image (86)

5.6.2 How to Update Boot Images (87)

5.6.3 How to Add a Boot Image to Configuration Manager (89)

5.7 How to Manage Native Mode Certificates and Operating System Deployment (91)

5.7.1 How to Prepare the Root Certification Authority Certificates for Operating

System Deployment Clients (91)

5.7.2 How to Specify the Root Certification Authority Certificates for Operating

System Deployment Clients (93)

5.7.3 How to Export Certificates For Use With Operating System Deployment94

6.0 Tasks for Operating System Deployment (98)

6.1 How to Deploy an Operating System (98)

6.1.1 How to Build a Reference Computer (98)

6.1.2 How to Add a New Computer to the ConfigMgr Database (100)

6.1.3 How to Create a Computer Association for a Side-by-Side Migration (102)

6.1.4 How to Deploy Operating System Images to a Computer (103)

6.1.5 How to Perform a Side-by-Side Operating System Deployment (104)

6.2 How to Deploy an Operating System Image Using Media (105)

6.2.1 How to Create Task Sequence Bootable Media (106)

6.2.2 How to Create Stand-alone Media (107)

6.2.3 How to Capture an Image from a Reference Computer Using Capture

Media (109)

6.2.4 How to Deploy an Operating System Image to a New Computer Using

Boot Media (110)

6.2.5 How to Deploy an Operating System Image to an Offline Computer (111)

6.3 How to Initiate Operating System Image Deployments Using PXE (112)

6.3.1 How to Configure the PXE Service Point (112)

6.3.2 How to Deploy an Operating System Image using PXE (113)

6.3.3 PXE Deployment Workflow (115)

7.0 Troubleshooting Operating System Deployment (117)

7.1 Log Files (118)

7.2 Reports (119)

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8.0 Operating System Deployment Security Best Practices and Privacy Information (121)

9.0 About Feature Reports for Operating System Deployment (125)

9.1 Available Operating System Deployment Reports (125)

10.0 Technical Reference for Operating System Deployment (128)

10.1 Operating System Deployment Task Sequence Variables (128)

10.1.1 Task Sequence Action Variables (129)

10.2 Sample Operating System Deployment Task Sequence Scenarios (151)

10.2.1 Sample stand-alone media task sequence (152)

10.2.2 Sample existing operating system image task sequence (154)

10.2.3 Sample existing operating system image task sequence: (154)

10.2.4 Sample build and capture operating system image task sequence (157)

10.3 Operating System Media Pre-Execution Hook (159)

10.3.1 To configure media to run a script or program that can interact with the

user (160)

Operating System Deployment allows you to create operating system images and deploy those images to target computers. Operating System Deployment also provides task sequences which help facilitate the deployment of operating system images, and other Configuration Manager 2007 software packages.

The following topics are included in this section:

?Overview of Operating System Deployment

?Prerequisites for Operating System Deployment

?Administrator Workflows for Operating System Deployment

?Planning for Operating System Deployment

?Configuring Operating System Deployment

?Tasks for Operating System Deployment

?Troubleshooting Operating System Deployment

?Operating System Deployment Security Best Practices and Privacy Information

?About Feature Reports for Operating System Deployment

?Technical Reference for Operating System Deployment

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1.0 Overview of Operating System Deployment Operating system deployment provides the Microsoft System Center Configuration Manager 2007 administrator with a tool for creating images that can be deployed to computers managed by Configuration Manager 2007, and to unmanaged computers using bootable media such as CD set or DVD. The image, in a WIM format file, contains the desired version of a Microsoft Windows operating system and can also include any line-of-business applications that need to be installed on the computer. Operating system deployment provides the following functionality:

?Operating system image capture

?User state migration using the User State Migration Tool

?Operating system image deployment

?Task sequences

The following topics are included in this section:

?Operating System Deployment Terminology

?Supported Operating Systems and Hard Disk Configurations for Operating System Deployment

?Upgrading from Systems Management Server 2003 Operating System Deployment

?About the Operating System Deployment Reference Computer

?About Native Mode Certificates and Operating System Deployment

?About Capturing and Deploying an Operating System Image

?About Creating the Operating System Deployment Packages

?About the Driver Catalog

?About Task Sequences

?About Task Sequence Variables

?Operating System Deployment Checklists

1.1 Operating System Deployment Terminology

The following terms are used when describing concepts and actions related to Microsoft System Center Configuration Manager 2007 operating system deployment. Image

The image is a collection of files and folders that duplicates the original file and folder structure of an existing computer, including the file and folder structure of the operating system, or that is a file-based replica of a hard disk. An image often contains other files added by the Configuration Manager 2007 administrator. Operating System Deployment supports Windows Image format (WIM).

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Target computer

The target computer is the computer on which you install a Microsoft? Windows operating system image using Configuration Manager 2007 Operating System Deployment.

Reference computer

A reference computer is a fully-configured computer from which you generate the WIM file that will be used to distribute operating system images to target computers. Source Computer

The source computer is an existing computer that is managed by Configuration Manager 2007. The source computer contains the user state data and settings that will be migrated to a new destination computer. The source computer must have a computer association with the destination computer for side-by-side migration scenarios.

Destination Computer

The destination computer is the computer that will receive the user state data and settings that are migrated from a source computer. The destination computer must have a computer association with the source computer for side-by-side migration scenarios.

Sysprep

Sysprep is a Windows system preparation tool that facilitates image creation on reference computers running Windows operating systems, and the preparation of an image for deployment to multiple target computers. Sysprep generalizes the reference computer by removing all computer-specific information such as security identifiers, network addresses, and the computer name. When the generalized image is cloned to other computers, the other computers establish their own identity and don't duplicate the identity of the reference computer.

User State Migration Tool (USMT)

The User State Migration Tool (USMT) is a Windows utility used by administrators to collect a user's documents and settings, called the user state data, before an operating system deployment is performed, and then restores the user state data after the installation.

USMT migrates user files and settings during large deployments of Microsoft Windows 2000, Microsoft Windows XP or Microsoft Windows Vista operating systems. USMT captures desktop, network, and application settings as well as a user's files, and then migrates them to a new Windows installation in order to improve and simplify the migration process.

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USMT 3.0 supports the capture of user settings (known as scan state) from computers running the Windows 2000 operating system or later, and the restore of user settings (known as load state) on computers running the Windows XP or Windows Vista operating systems.

USMT 2.61 supports the capture of user settings (known as scan state) from computers running the Windows 9x operating system or later, and the restore of user settings (known as load state) on computers running the Windows 2000 or later operating systems.

For more information about USMT see the Windows XP Professional Deployment Web page, see (b6fa22a0daef5ef7ba0d3c39/fwlink/?LinkID=88299). You can download USMT from the Microsoft Download Center, see

(b6fa22a0daef5ef7ba0d3c39/fwlink/?LinkID=88300).

Windows Preinstallation Environment (Windows PE)

Windows PE 2.0 is a Windows operating system with limited services, built on the Windows Vista operating system platform. Windows PE is the boot image used by Operating System Deployment, and is used only in the preinstallation and deployment of Windows operating systems. Configuration Manager 2007 does not support earlier versions of Windows PE.

You can find detailed documentation about Windows PE, see

(b6fa22a0daef5ef7ba0d3c39/fwlink/?LinkId=93917).

Windows Image Format file (WIM)

A WIM file represents the file format for an image captured using Operating System Deployment and is a compressed collection of files and folders.

Task sequence

A task sequence is a series of one or more task steps that can be advertised to Configuration Manager 2007 clients to run user-specified actions. Task sequences are used with Operating System Deployment to build source computers, capture an operating system image, migrate user and computer settings, and deploy an image to a collection of target computers. Task sequences can also be used to run other Configuration Manager 2007 actions, such as deploying Configuration Manager 2007 software packages or running custom command lines.

Task sequence step

A task sequence step is a component of a task sequence and represents a user-specified action that is run on a computer that the task sequence is advertised to. Task sequence steps always run entirely on the target computer, and never on a Configuration Manager 2007 site system.

Task sequence group

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A task sequence group is a component of a task sequence and represents a collection of one or more task sequence steps.

1.2 Supported Operating Systems and Hard Disk Configurations for Operating System Deployment

This topic lists the operating systems and disk configurations that support the capture, creation, and deployment of operating system images using Configuration Manager 2007.

Supported Operating Systems

?The Microsoft Windows 2000 Professional operating system, with Service Pack 4

?The Microsoft Windows 2000 Server operating system, Service Pack 4

?The Microsoft Windows 2000 Advanced Server operating system, Service Pack 4

?The Microsoft Windows 2000 Datacenter operating system, Service Pack 4 ?The Microsoft Windows XP Professional operating system, Service Pack 2 ?The Microsoft Windows XP Embedded operating system, Service Pack 1 ?The Microsoft Windows Server 2003 operating system, Web Edition, Service Pack 1

?The Microsoft Windows Server 2003 operating system, Standard Edition, Service Pack 1

?The Microsoft Windows Server 2003 operating system, Enterprise Edition, Service Pack 1

?The Microsoft Windows Server 2003 Datacenter operating system, Service Pack 1

?The Windows Vista Business operating system

?The Windows Vista Enterprise operating system

?Windows Server? 2008 Standard operating system

?Windows Server? 2008 Enterprise operating system

?Windows Server? 2008 Datacenter operating system

Supported Disk Configurations

The following hard disk configuration combinations on the reference and target computers are supported for use with Configuration Manager 2007 operating system deployment:

Reference Hard Disk Configuration Target Hard Disk Configuration

Basic Disk Basic Disk

Simple volume on a dynamic disk Simple Volume on a dynamic disk

Configuration Manager 2007 only supports capturing an operating system image from computers configured with simple volumes. There is no support for the following hard disk configurations:

?Spanned volumes

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?Striped volumes (RAID 0)

?Mirrored volumes (RAID 1)

?Parity volumes (RAID 5)

The following hard disk configurations on the reference and target computers are also not supported for use with Configuration Manager 2007 operating system deployment:

Reference Hard Disk Configuration Target Hard Disk Configuration

Basic Disk Dynamic Disk

1.3 Upgrading from Systems Management Server 2003 Operating System Deployment

The image files and packages that you created with the Operating Deployment Feature Pack are not supported by operating system deployment in Microsoft System Center Configuration Manager 2007. You must create new images for use with Configuration Manager 2007.

1.4 About the Operating System Deployment Reference Computer

The reference computer is used by Configuration Manager 2007 operating system deployment to capture the operating system image that you want to deploy to a collection of one or more target computers.

You can configure the reference computer manually, or you can completely automate the configuration of the reference computer and the capturing of the image. The extent to which you configure the reference computer manually is up to you. You can completely automate the configuration of the reference computer using task sequences, you can manually configure certain aspects of the reference computer and then automate the rest using task sequences, or you can manually configure the reference computer without using task sequences. After you have captured an image from a reference computer, the reference computer should not be used again to capture an operating system image from because of registry entries that are created during the initial configuration. It is recommended that you create a new reference computer from which to capture the operating system image. If you plan to use the same reference computer to create future operating system images, you should uninstall the Configuration Manager 2007 client and then reinstall the Configuration Manager 2007 client.

The following table outlines advantages and disadvantage for an automated and manual configuration of the reference computer:

Reference

Advantages Disadvantages computer

Automated The configuration can be completely The initial action of building a OSD with SCCM 2007 Creator: Nico Sienaert 9

configuration unattended eliminating the need for

an administrator or user to be

present.

You can reuse the task sequence to

repeat configuration of additional

reference computers with a high

level of confidence.

You can modify the task sequence

to accommodate differences in

reference computers without having

to recreate the entire task sequence. task sequence can take some time to create and test.

If the reference computer requirements change significantly, it can take some time to re-build and re-test the task sequence.

Manual configuration You do not need to create a task

sequence or take the time to test and

troubleshoot the task sequence.

You can install directly from CDs

without having to put all the

software packages (including

Windows itself) into a

Configuration Manager 2007

package.

The accuracy of the reference

computer configuration depends

on the administrator or user that

is doing the configuration.

You’ll still need a method to

verify and test that the reference

computer is properly configured.

There is no way to “reuse” the

configuration method.

Requires a person to be actively

involved throughout the process.

Steps for Configuring a Reference Computer

The following table lists the basic steps to consider when configuring a reference computer for Operating System Deployment.

Configure the

reference

computer with the:

Description

Appropriate operating system. The reference computer must be installed with the operating system that you intend to deploy as an image to a collection of one or more target computers. For all operating system images except Windows Vista, the associated HAL type must match the target computer's HAL type. For example, you can not capture a virtual operating system image and apply that image to a target computer.

Appropriate service pack. It is recommended that the operating system running on the reference computer should have the most current service pack applied.

Appropriate software updates. It is recommended that the operating system running on the reference computer should have the most current software updates applied, especially security updates.

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You can install all software applications that you would like to include in the image you are deploying to a collection of one or more target computers. You can also install software applications manually or as a custom task sequence step rather than as part of the image when you deploy the captured image. The advantages and disadvantages of each method of installation are described in the section Advantages and Disadvantages of Installing Software Applications and Tools as Part of an Operating Image Deployment.

Appropriate applications.

Important

Configuration Manager 2007 software packages that use the Run another program first option to install a dependent program as part of the package are not supported by Operating System Deployment.

Configuration Manager 2007 uses Sysprep to collect information about the applications you installed. However, not all applications are compatible with Sysprep. You must install those applications as a separate task sequence step after the image is deployed, or manually.

Reference computer must be a member of a workgroup The reference computer must be configured as a member of a workgroup.

When you are preparing a Windows XP, Windows 2000 Professional, Windows 2000 Server, and Windows Server 2003 operating system image, the reference computer must have the version of Sysprep appropriate for that operating system installed, particularly if you are deploying the image to more than one target computer. Configure a C:\Sysprep folder in the reference computer by copying sysprep.exe and setupcl.exe to that folder. You can manually Sysprep the reference computer by running the command:

sysprep -mini -quiet - reseal -reboot

Appropriate version

of Sysprep or another migration tool. When you are deploying a Windows Vista operating system image, the Sysprep location is created by default. The default location is %windir%\System32\sysprep

You can also automate Sysprep using a task sequence step or if you are using capture media. For more information about creating capture media see: How to Capture an Image from a Reference Computer Using Capture Media

Important

The Prepare Windows for Capture task sequence step attempts to reset the local administrator password on the reference

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computer to blank before running Sysprep. If the Local Security policy Password must meet complexity requirements is enabled, then this task sequence step fails to reset the administrator password. In this scenario, disable this policy before running the task sequence.

Appropriate tools and scripts you require to mitigate installation scenarios. You can install the application compatibility tools and scripts necessary to troubleshoot known installation scenarios on target computers as part of the image that you are deploying to a collection of one or more target computers. You can also install these tools and scripts manually or as a custom task sequence rather than as part of the image. The advantages and disadvantages of each method of installation are described in the section Advantages and Disadvantages of Installing Software Applications and Tools as Part of an Operating Image Deployment.

Appropriate desktop customization (wall paper, branding, default user profile). The reference computer can be configured with the appropriate desktop customization properties that you want to include as part of the image you are deploying to a collection of one or more target computers. Desktop properties include specified wall paper, organizational branding, and a standard default user profile.

1.5 About Native Mode Certificates and Operating System Deployment

When you use Configuration Manager 2007 to deploy operating systems in native mode, you will need to include a public key infrastructure (PKI) certificate if task sequences used as part of the operating system deployment process communicate with the native mode site's management point. Without this certificate, authentication to the management point will fail, and operating system deployments will not succeed. Additionally, for the certificate to be trusted by the management point, the site must also be configured with a root certification authority for the certificate. For more information about configuring the site with the root certification authority, see How to Specify the Root Certification Authority Certificates for Operating System Deployment Clients.

The certificate that you use with operating system deployments requires client authentication capability, and it does not get installed on the client as part of the operating system deployment. Its use is only temporary for the task sequences to complete. For the client be managed in the native mode site after the operating system deployment, you must independently provision the client with its native mode client certificate. For more information about how to provision the client with its native mode client certificate, see Deploying the Client Computer Certificates to Clients and the Management Point.

For more information about all the certificates used with Configuration Manager 2007 native mode, see Certificate Requirements for Native Mode.

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Specify the operating system deployment certificate as part of your boot media, if you are using media initiated operating system deployments, and configure the PXE point to use this certificate if you are using PXE initiated operating system deployments. Specify the certificate by importing a Public Key Certificate Standard (PKCS #12) file, and providing the password that was chosen when the file was created. PKCS

#12 files have a .PFX extension.

If you need guidance on how to prepare the PKCS #12 certificate file, see How to Export Certificates For Use With Operating System Deployment.

1.5.1 Protecting the Operating System Deployment Certificate from Unauthorized Use

To help protect unauthorized access to the Configuration Manager site using this certificate, assign a password with media initiated operating system deployments. You can also configure an expiration date that will be assigned to the media, and when this date expires, the media will no longer be valid.

If the PKI deployment is using a certificate revocation list (CRL), the certificate can also be revoked by a certification authority administrator, and this can be another method of protection if the certificate is known to be compromised. Certificate revocation checking is enabled by default on the management point.

1.6 About Capturing and Deploying an Operating System Image There are three basic actions you need to take when you want to use Configuration Manager 2007 to deploy an operating system image to a collection of one or more target computers as outlined in the Top Level Administrator Workflow:

?Build and capture an image and distribute it to distribution points

?Create and configure the appropriate deployment task sequence

?Advertise the task sequence

1.6.1 Create the image and distribute it to distribution points Operating system images are .WIM format files and represent a compressed collection of reference files and folders needed to successfully install and configure an operating system on a computer. The operating system image is built and captured from a reference computer which you configure with all required operating system files, support files, software updates, tools, and other software applications. The Create and Distribute Image Workflow provides a flowchart that identifies each step in this process. You can find additional information about reference computers in the operating system deployment task topic About the Operating System Deployment Reference Computer.

You can build the reference computer manually, or use a task sequence to automate some or all of the build steps.

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You can find additional information about building and configuring a reference computer in the topic How to Build a Reference Computer, and information about capturing an image in the OSD Task topic How to Capture an Image from a Reference Computer Using Capture Media and How to Create a Task Sequence to Build and Capture an Operating System Image

1.6.2 Create and configure the appropriate deployment task sequence

After you have created the reference computer and captured an operating system image from that computer, you can use a task sequence to configure how to deploy that image to a target computer. The New Task Sequence Wizard walks you through the process of creating a deployment task sequence. Refer to the topic How to Create a Task Sequence to Install an Existing Operating System Image Package for more information.

1.6.3 Advertise the task sequences

After you have created the necessary deployment task sequences, you can identify the appropriate collections of target computers that you will advertise the task sequences to. Then run the Task Sequence - New Advertisement Wizard.

Important

Operating System Deployment does not distinguish Configuration Manager 2007 site servers, in particular branch distribution points, from other target computers in the collection. If you are advertising the task sequence to a collection that contains a Configuration Manager 2007 site server, the site server will run the task sequence like any other computer in the collection. It is recommended that you remove the site system role from the site server before deploying an operating system image to it, and then assign the site system role back to the site server.

1.7 About Creating the Operating System Deployment Packages

There are several Configuration Manager 2007 packages that you need to create to support the building of a reference computer and the deployment of an operating system image to a target computer.

Building a reference computer:

?Operating system installation package

?Configuration Manager 2007 client installation package

?Sysprep package

?Driver packages

?Other Packages

Deploying an image to a target computer:

?Configuration Manager 2007 client installation package

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?USMT packages

?Other Packages

?Operating system image package

1.7.1 Building a reference computer

These packages support the building of a reference computer.

Operating System Installation Package

The Operating System Installation Package must contain all the files necessary to install the desired Windows operating system on a reference computer. For example, this package might contain all of the reference files found on a Microsoft Windows XP Professional installation CD (not just the files in the i386 folder) because the installation must be run unattended. You create this package as you would any other Configuration Manager 2007 package. This package does not require a program. The task sequence will reference the source files as needed.

Sysprep Package

Sysprep is a Windows system preparation tool that facilitates image creation, and the preparation of an image for deployment to multiple destination computers. If the operating system version you are running is Windows Vista, Sysprep is already available on the computer and you do not need to specify a package. If the operating system version you are running is Windows XP or earlier, you must specify a package that contains the version of Sysprep and all its support files (no subfolders) appropriate for that operating system version. This package does not require a program. Operating System Deployment uses the Sysprep files contained in the package.

For more information about using Sysprep, see the Sysprep documentation for the version of Sysprep that supports the version of the operating system running on the Reference computer.

Driver Package

If the reference computer requires device drivers that are not included with the operating system, you must create the packages that contain the necessary Windows drivers to support hardware on the reference computer. Typically, a manufacturer supplies an INF file and other supporting files for a device driver, and sometimes an installation script as well. You should refer to the documentation supplied by the manufacturer of the device driver to ensure that you create a package that includes all supporting files.

Operating System Deployment supports two kinds of device drivers: ?Auto Apply Drivers - Auto Apply Drivers to specify the categories that should be made available during Windows setup

?Apply Driver Package - to specify a package that has all the drivers that should be deployed.

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One way to organization driver packages is to create a single package for each computer make and model that has each device driver stored in its own folder.

For example:

\GX240_Drivers

\NetworkInterfaceDrivers

\Intel1000

\Broadcom

\VideoDrivers

\ATI

\AudioDrivers

\SBPro

Important

The path string that the task sequence appends can not be longer than 4KB in length for computers running the Windows XP and Windows 2003 operating systems, and 2KB for computers running the Windows 2000 operating system. You can find the path in the OEMPNPDRIVERS PATH variable in the Sysprep.inf file.

1.7.2 Deploying an image to a target computer

These packages support the operating system image deployed to a target computer. Configuration Manager 2007 Client Installation Package

Since every operating system deployment installs the Configuration Manager 2007 client, you need to create a Configuration Manager 2007 package to install the Configuration Manager 2007 client. You can use the package definition file included with Configuration Manager 2007 for the Configuration Manager 2007 client Upgrade. This package should have as its source location:

\\\smsclient\i386. Assign the package to the appropriate distribution point(s).

Note

It is required that the program be configured to run unattended when no user is logged on, and from a network share.

USMT Package

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If you are migrating user state from one desktop to another, then you should use USMT as your migration tool.

USMT 3.0 supports the capture of user settings (known as scan state) from computers running the Windows 2000 operating system or later, and the restore of user settings (known as load state) on computers running the Windows XP or Windows Vista operating systems.

USMT 2.61 supports the capture of user settings (known as scan state) from computers running the Windows 9x operating system or later, and the restore of user settings (known as load state) on computers running the Windows 2000 or later operating systems.

You can download USMT from the Microsoft Download Center at

b6fa22a0daef5ef7ba0d3c39/fwlink/?LinkId=88300.

Use Configuration Manager 2007 to create a package that contains the appropriate version of USMT to run on the computer. Include the contents of the USMT BIN folder (c:\USMT\bin). A package program is not required. Distribute the package to the appropriate distribution point(s). When the task sequence step is run, the task sequence will look for and use the appropriate version of USMT in the package you specify. Include the configuration files (.INF) as part of the USMT package. Refer to the documentation for USMT for configuration information.

Other Packages

These packages can support both the reference computer and the target computer depending on your need. You can install all software applications that you would like to include in the image you are deploying to a collection of one or more destination computers using a task sequence. You must create a Configuration Manager 2007 package that can successfully install the application on the taregt computer, and reference that package using the Install Software task sequence step.

The program you select must meet the following criteria:

?It must run under the local system account and not the user account.

?It should not interact with the desktop. The program must run silently or in an unattended mode.

?It must not initiate a reboot on its own. The program must request a reboot using a 3010 return code. This ensures that the task sequence step will

properly handle the reboot.

Important

Configuration Manager 2007 software programs that use the Run another program first option to install a dependent program as part of the package are not supported by operating system deployment. If Run another program first is enabled for a program, and the other program has already been run on the target computer, the task sequence step will complete successfully. However, if the other program has not already been run on the target computer, the task sequence step will fail.

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Task sequences sometimes reference packages that contain required files and programs to be used or run on a target computer, for example, the Package option for the Run Command Line task sequence step. When you specify files or programs on the Command line field for this task sequence step that are not already present on the target computer, the Package option specifies the Configuration Manager 2007 package that contains the appropriate files. However, this package does not require a program. When the task sequence step is run, the task sequence will look for and use the appropriate files in the package you specify.

You do not need to create a separate package for each file used in this way. In fact, it is recommended that you create one package that contains all the files you might need to use when running a task sequence on a target computer, and then referencing this package when a specific file is required in a task step. The task sequence step will simply look for the appropriate file in whatever package you specify.

1.8 About the Driver Catalog

The driver catalog helps manage the cost and complexity of deploying an operating system in an environment that contains different types of computers and devices. The driver catalog consists of two nodes in the Configuration Manager 2007 administrator console: Drivers and Driver Packages. Storing device drivers in the driver catalog and not with each individual operating system image greatly reduces the number of operating system images that are required. When you deploy an operating system image, each operating system image can install enabled device drivers that have been imported are available on a distribution point.

You can also store multiple versions of Windows device drivers in the driver catalog. Maintaining multiple versions of device drivers provides an easy way to upgrade existing device drivers when hardware device requirements change on your network.

1.8.1 Driver Catalog Terminology

Windows device driver

A Windows device driver consists of an INF file and one or more additional

files required to support a device. Configuration Manager 2007 will read and

obtain the hardware and platform information from the INF file.

Driver Package

A Driver Package is a Configuration Manager 2007 package that contains the

content for one or more device drivers. When you add a new device driver the content is added to the driver package share. The driver package can then be

copied to a distribution point so that computers can install them.

1.8.2 Importing a New Windows Device Driver

Windows device drivers must be imported into the Configuration Manager 2007 site so that they are available for operating system deployments. You should import only device drivers that you plan to deploy as part of your operating system deployments in your Configuration Manager 2007 environment. For more information about

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importing new Windows device drivers into the driver catalog for use with operating system deployments, see How to Import Windows Device Drivers into the Driver Catalog

1.8.3 Device Driver Categories

You can assign device drivers that have been imported into the driver catalog to a category. Device driver categories are helpful with linking similarly used device drivers together in a logical fashion. For example, you can assign all network adaptor device drivers to a specific category. When you initiate an operating system deployment you can you can configure Windows setup to search in only the specified categories when locating device drivers.

1.8.4 Creating Device Driver Packages

Device driver packages group similar device drivers together to help streamline operating system deployments; for example you may decide to create a driver package for each type computer manufacturer on your network.

Driver packages contain the content associated with one or more device drivers. Device drivers should be added to a driver package and copied to an available distribution point so Configuration Manager 2007 client computers can install them. Driver packages also provide you the flexibility to distribute device driver content to only the distribution points that will require them.

When you create a driver package, the source location of the package should point to an empty network share and the Configuration Manager 2007 system account must have read/write permissions to the driver package source location. When you add device drivers to a driver package, Configuration Manager 2007 will copy the device driver to the driver package source location. Only device drivers that have been imported and are enabled in the driver catalog can be added to a new or existing driver package. For more information about creating a driver package use the following link: How to Create a Driver Package

You must copy the driver package to at least one distribution point for computers to be able to access them, and all device drivers in a specific package are copied together. If you want to copy a subset of device drivers from an existing driver package, you must create a new driver package and copy it to a distribution point. If you change the source location of an existing driver package, you will need to manually copy the device drivers to the new location. If the device drivers are not moved to the new location they will be removed as part of the next distribution point update.

1.8.5 Adding Device Drivers to Boot Images

You can add Windows device drivers that have been imported into the driver catalog to a Configuration Manager 2007 boot image. You should only add mass storage and network adaptor device drivers to boot images because other types of drivers are not generally required and will increase the size of the boot image. Only device drivers that are intended for use with Windows Vista should be added to a boot image because the required version of Windows PE is Windows Vista-based. For more

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information about adding device drivers to a boot image see: How to Add Windows Device Drivers to a Boot Image

1.8.6 Driver Catalog Task Sequence Steps

There are two task sequence steps that you can use with your operating system deployments to install device drivers that have been imported into the driver catalog. When you use these task sequence steps you can also specify how device drivers will be installed on a target computer.

The following list briefly describes the two device driver task sequence steps: ?Auto apply drivers - allows you to automatically match and install device drivers as part of an operating system deployment. You can configure the task sequence step to install only the best matched driver for each hardware device detected, or specify that the task sequence step will install all compatible

drivers for each hardware device detected and allow Windows setup to choose the best driver. For more information about using the Auto Apply Drivers task sequence step see: Auto Apply Drivers.

?Apply Driver Package - allows you to make all device drivers in a specific driver package available for use by Windows setup. Windows setup will

search in the specified driver packages for required device drivers. For more

information about using the Apply Driver Package task sequence step see:

Apply Driver Package

1.8.7 Driver Catalog Reports

?You can use several device driver reports to determine general device driver information. The reports category Driver Management contains reports that

can help you inventory available device drivers and evaluate device driver

applicability and availability. For more information about the reports that are

available with operating system deployment and the driver catalog see:

Available Operating System Deployment Reports

1.9 About Task Sequences

Task sequences are the mechanism for performing multiple steps or tasks on a client computer at the command-line level without requiring user intervention. Task sequences do not represent a full scripting language.

After a task sequence is created, it is located as a node in the Configuration Manager console. The task sequence node is replicated to child sites in the Configuration Manager hierarchy. You can also create subfolders to manage or group task sequences; however, these subfolders are not replicated to child sites.

1.9.1 Terminology for Task Sequences

The following list of terms describe task sequences and the components of task sequences:

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Action

The command part of a single step within a task sequence. There are two types of task sequence actions: Custom Actions and Built-in Actions.

Custom action

A command-line string supplied by the administrator that will run a command

on the Configuration Manager 2007 client computer.

Built-in action

A Configuration Manager 2007 action that will perform a specific action on

the Configuration Manager 2007 client computer.

Condition

A parameter within a task sequence step or task sequence group that

determines whether the Configuration Manager 2007 client should process the action.

Step

The basic component of a task sequence or task sequence group. Each step can contain an action and an optional check for the conditions assigned to a task.

It is not required that you group task sequence steps; however, using groups

improves the readability of the task sequence and provides better error

handling.

Group

A logical arrangement of multiple steps within a task sequence. A task

sequence group consists of a name and an optional check for the conditions

assigned to a task.

Note

Each task sequence group can contain additional nested task sequence groups. Task sequence

One or more steps or groups that are linked sequentially to perform an

operation or task.

1.9.2 Creating a New Task Sequence

You can create a new task sequence by using the Task Sequence Wizard. For more information about creating custom task sequences, use the following link How to Manage Task Sequences. The wizard contains built-in task sequences and custom task sequences that can perform many different tasks. You can create task sequences that will perform tasks from capturing and installing operating system image packages to changing a registry setting.

Moreover, you can create task sequences that will allow you to install an existing image package, build and capture a reference operating system image, or create a custom task sequence that will perform a customized task using variables. Custom OSD with SCCM 2007 Creator: Nico Sienaert 21

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