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December 2007

Windows Vista Zero Touch Installations with BDD

Use SMS to distribute Vista
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SideBar    Installation Checklist for a BDD ZTI

Executive Summary:

Follow this step-by-step explanation of a Zero Touch Installation (ZTI) using Business Desktop Deployment 2007 (BDD) and Systems Management Server 2003 (SMS) to distribute Windows Vista to your enterprise


This is the final article in a three-part series exploring the Microsoft Solution Accelerator for Business Desktop Deployment 2007 (BDD) tool. I began the series in October with the Required Reading article “Planning Your Vista Deployment with BDD” (Instant- Doc ID 96906), in which I showed you how to install and run the BDD tools to help you with your Windows Vista deployments. In the second article, “Using Deployment Workbench” (November 2007, InstantDoc ID 97170), I covered using the BDD Deployment Workbench wizards for a Lite Touch Installation (LTI). In this article, I’ll step you through the basics of a Zero Touch Installation (ZTI), which uses Systems Management Server 2003 (SMS) to distribute a Vista OS. ZTI is a BDD deployment option for larger organizations.

About Zero Touch Installation
Before you begin the installation process, you need to know that there are two types of ZTI. The first type requires no administrator intervention. It supports either an upgrade or refresh scenario in which a target machine’s OS is wiped clean and replaced with Vista, with user data intact. Target machines have the advanced SMS client agents installed. You use the SMS client agents to download and install SMS packages for deployment. The second type I call an almost ZTI. This installation is used for bare-metal machines with absolutely nothing installed, so you’ll need to find a way to boot the target machines. The bare-metal ZTI is similar to a Lite Touch Install except that it uses SMS to distribute the new OS. In this article I cover both types of ZTI.

Before You Begin
Before you get started, download and install BDD 2007 as “Planning Your Vista Deployment with BDD” describes. See the Learning Path for information on the additional installations in this paragraph. Be sure to install the Windows Automated Installation Kit (WAIK), and, if you’re going to save the user’s state in order to migrate, install the User State Migration Tool (USMT 3.0). As I mentioned, SMS is an essential component of the ZTI; you’ll need to install SMS 2003 SP2 or later with the SMS Operating System Deployment Feature Pack. SMS requires SQL Server (either Microsoft SQL Server 2005 SP2, Microsoft SQL Server 2000 SP3a or later, or Microsoft SQL Server 7.0 SP3 or later), so you must have a server running that as well. You’ll also need the Windows Preinstallation Environment 2004 (WinPE). (WinPE 2.0 isn’t supported by and won’t work with this version of BDD.) Because WinPE 2004 requires source files from Windows XP Professional Edition SP2 (XP Pro), you’ll need to have that as well.

You might also need a Windows Deployment Service (WDS) server if you have clients that don’t have the SMS advanced client agents and you want to take advantage of the network boot option (F12). The network boot option lets you PXE boot from the WDS server.

The amount of hard disk space necessary for deploying a ZTI can be quite significant, so be sure there’s enough before you get started. While BDD, SMS, and SQL Server can all be installed on a single server, you can also install each component on a separate server to distribute the workload. You’ll need sufficient storage on the BDD deployment server for the custom images (Windows Imaging Format- WIM-files) that you create before your ZTI. The SMS server must have enough space to store the various components (the packages, programs, advertisements, and distribution points that I discuss later). And if you implement the logging feature for troubleshooting, you’ll need to ensure that the target machines have enough hard disk space for the logs. Using the refresh scenario requires enough space on a server to store complete backups of the target machines.

Adding OSs and Accompanying Files
We’ll begin our ZTI by launching the New OS Wizard and adding three components as operating systems to the BDD-your custom .wim files, WinPE 2004, and XP Pro SP2 source files. If you haven’t already done so, download and install BDD 2007 as “Planning Your Vista Deployment with BDD” describes. Next, log on as an administrator, and open Deployment Workbench from Start, All Programs, BDD 2007, Deployment Workbench.

Expand the Distribution Share node in the Deployment Workbench console tree, right-click Operating Systems, and click New. The New OS Wizard appears. (For more details on the New OS Wizard, see “Using Deployment Workbench.”) From the wizard’s Choose the type of operating system to add page, select Custom image file and click Next. The Custom image file option requires you to enter the path of the .wim file you want to use. So, on the Select operating system image file page, locate the custom .wim you’ve previously created and stored on a UNC path (\\Servername\Sharename) or WDS server, select it, and click Next. Specify that Setup and Sysprep files are not needed, then click Next. You can either type the name of the destination directory for your OS or accept the default destination directory name, then click Copy to add your custom .wim files.

Now you’re ready to add either WinPE 2004 or WinPE 2005. Start the New OS Wizard again. From the wizard’s Choose the type of operating system to add page, select Full set of source files and click Next. On the next page, browse to the location where you stored WinPE 2004 or WinPE 2005 and choose Move the files to the distribution share instead of copying them.

Launch the New OS Wizard a third time to add XP Pro SP2. On the Choose the type of operating system to add page, select Full set of source files and click Next. On the following page, browse to the folder containing XP Pro SP2 source files and choose Move the files to the distribution share instead of copying them.

Creating a Build
After you’ve added your OSs, you’re ready to create a build. Expand the Distribution Share node, right-click Builds, and choose New. This launches the New Build Wizard. On the Specify general information about this build page, type in a Build ID such as “VistaZTI” (remember that no spaces are allowed), a descriptive build name such as “Vista Zero Touch Installs,” any comments documenting your build, then click Next. On the next page, choose the custom .wim file you added to the OSs earlier and click Next. Choose Do not specify a product key at this time, and click Next. On the Specify settings about this build page, fill in a Full name, an Organization name, and the Internet Explorer (IE) home page you’ll use for all installations performed from this build, then click Next. Finally, on the Specify the local Administrator password for this build page choose Do not specify an Administrator password at this time, and click Create.

Creating a Deployment Point
Next, you’ll use the New Deployment Point Wizard to create the deployment point, the location to which target machines connect to install a build. To launch the wizard, expand the Deploy node, right-click Deployment Points, and click New.

For the type of build, choose SMS 2003 OSD and click Next. (For a discussion of the other types of builds, see “Using Deployment Workbench.”) Type in a descriptive name, such as “Vista ZTI,” and click Next. On the Specify the location of the network share to hold the files and folders necessary for this deployment type page, supply the Server name, Share name, and Path for the share (I used Server1\OSD with a path of C:\ZTI), and click Next. Choose Do not save data and settings on the Specify user data defaults page, and click Create. The last page of the wizard prompts for the location of the SMS 2003 OSD path, so browse to where you put the SMS 2003 OSD, select it, and click Create (yes, you do click Create twice).

Continued on Page 2

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