1. Microsoft® Desktop Deployment Assistance Program 4: SMS OS Deployment Feature Pack Thomas Lee Chief Technologist QA plc thomas.lee@qa.com

2. SMS 2003 OS Deployment Feature Pack Microsoft’s first offering into “ Desktop imaging” Adds support to SMS 2003 for deploying new OS images to desktops in a distributed environment Integrates with SMS 2003 to improve functionality Inventory-based planning and targeting Centralized tracking and status Replication of images throughout distributed enterprises Open architecture Partitioning capability (using Diskpart) Uses WIM image format: No need to delete system partition – data can stay local Capable of new computer install and refreshes OS Supports custom scripts and migration tools Installs into SMS 2003 Requires SMS 2003 Service Pack 1

3. SMS 2003 OS Deployment Feature Pack WIM Format Component File-based and non-destructive Automates to eliminate duplicate files Provides high image compression (3:1 compression) Integrates with USMT for image installation task sequencing User notification State capture and restore USMT or Custom Partitioning: Diskpart or custom Custom actions Ability to include and execute custom installation scripts SMS packages can be executed as part of installation sequence Windows Imaging Format (WIM) and USMT

4. Reference Computer Requirements Windows 2000, Windows XP, Windows 2003 Member of a Workgroup Operating System must be installed on C: partition Sysprep installed in C:\Sysprep Partition must be NTFS primary partition No hidden partitions

5. Destination Computer Requirements Targeted Systems to be upgraded in-place: Windows NT 4.0 – via legacy client Windows 2000 (Advanced Client) Windows XP (Advanced Client) Windows 2003 Server (Advanced Client) Fresh Computer All above plus add Windows 98

6. SMS 2003 OS Deployment Feature Pack Capture a “reference” image Save image to SMS server Create SMS Image package Distribute to Distribution Points (DPs) Identify collections (Target) Advertise to collection (Schedule) Administrator Activities

7. Image Capture Begin Capture 4. Computer boots from Image Capture CD 5. Capture image 6. Capture complete Boot into Windows PEBoot into Windows PE Capture wizard continuesCapture wizard continues Generate WIM imageGenerate WIM image 1.Admin configures Reference Computer 2. Insert Image Capture CD Prepare Machine 3. Image Capture Wizard prepares computer OS + Service PacksOS + Service Packs Applications (Office, etc)Applications (Office, etc) SMS Advanced ClientSMS Advanced Client Capture settingsCapture settings Output optionsOutput options Click “Capture”Click “Capture” SysprepSysprep Advanced Client prepAdvanced Client prep ShutdownShutdown

8. Core Scenarios Refresh Computer Central planning, targeting and distribution of Image Packages User state is saved Image is installed Other SMS packages rapidly installed User state is restored Centralized statue reporting New Computer Central Administrator creates “Image Installation CD” Local Administrator inserts CD or RIS to Install Image Image is installed and managed by SMS 2003 Other SMS packages rapidly installed Automation script can be added Validation, state capture phases skipped

9. Core Scenarios Replace Computer Central Administrator creates “Image Installation CD” Local Administrator inserts CD or RIS to Install Image User state is saved (if replacement) Image is installed and managed by SMS 2003 Other SMS packages rapidly installed User state restored Variation on Bare Metal State capture performed via separate advertisement (or manually) on old computer

10. Image Distribution OS.WIM 1. Create image package from captured.wim file 3. Deploy package to distribution points 2. Configure deployment settings 4. Create collection of target computers and advertise

11. Target Machine SMS Advanced Client Agent Windows-Present MOM Hard Disk Logs all activity SMS Server SMS inventory used to create a “collection” – machines are targeted for refresh Client receives advertisement for OS refresh, saves user state 1 1 2 2 3 3 SMS delivers bootable WinPE image using WIM to existing OS partition Image is personalized and boots to full OS with SMS agent 5 5 6 6 7 7 Compressed WIM OS image is downloaded & installed SMS Advanced Client agent starts up SMS delivers role based applications & post OS config. User state is restored 8 8 Application Delivery SMS Client Agent Pre-OS WinPE Image Delivery Boot files are modified, reboots to WinPE on hard disk, cleans disk 4 4 OS Image Delivery Bootable WinPE OS Refresh Computer

12. Image Installation Phases of image installation Validation State Capture Pre-installInstallPost-install State Restore Customer and ISV actions can be added to extend functionality Other SMS packages can be run in specific order OSD Client sends status messages.

13. Image Installation Interactive System Validation PhaseState Capture Phase OSD Client ISV/Cust.ValidationScript Examples: Check disk space Check host name

14. Image Installation Interactive System Validation PhaseState Capture Phase ISV/Cust.Validation OSD Client UI OSD User Notification User Interface (Notification & Postponement) COM OSD Client Image Package information (Customizable).

15. Image Installation Interactive System Validation PhaseState Capture Phase ISV/Cust.ValidationMachineStateCaptureSMSStateCapture User State Capture(USMT)ISV/Cust.StateCapture OSD Client UI OSD User Notification User Interface (Notification & Postponement) COM User Interface (Progress) COM OSD Client

16. Image Installation Interactive System Installation Phase (Old OS) Prepare Machine Install Windows PE, copy files, reboot User Interface (Progress) OSD Client Installation Phase (Windows PE) Pre-installation Phase Post-installation Phase (New OS) OSD Image Installer

17. Image Installation Interactive System Installation Phase (Old OS) Prepare Machine Install Windows PE, copy files, reboot User Interface (Progress) OSD Client Installation Phase (Windows PE) OSD Client Pre-installation Phase Diskpart ISV/Cust.Action ISV/Cust.Action OSD Client OSD Image Installer WIM Post-installation Phase (New OS)

18. Image Installation Interactive System State Restore Phase New Operating System User Interface (Progress) COM OSD Client Complete Minisetup

19. Image Installation Interactive System State Restore Phase New Operating System MachineStateRestoreSMSStateRestore User State Restore(USMT)ISV/Cust.StateRestore User Interface (Progress) COM OSD Client Complete User Logon Minisetup

20. OSD Summary Adds additional value to SMS 2003 Free SMS AddOn SMS now can to end-to-end management of PCs from cradle to grave SMS package custom action may help customers reduce the number of images they need by installing apps immediately after image deploy Microsoft committed to incremental improvement

21. © 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.