A Resource Kit Publication William Gruber, Sandra Faucett, Greg Gille, Jim Bevan, Deborah R. Jay, Chris McKitterick Microsoft® Windows® Server 2003 Deployment Kit Automating and Customizing Installations Microsoft Cor p oration Information in this document is subject to change without notice. Companies, names, and data used in examples herein are fictitious unless otherwise noted. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation. © 2003 Microsoft Corporation. All rights reserved. Active Directory, ActiveX, FrontPage, JScript, Microsoft, Microsoft Press, MS, MSDN, MS-DOS, Notepad, SQL Server, Visual Basic, Visual Studio, Windows, Windows Media, Windows NT, and Win32 are registered trademarks of Microsoft Corporation in the USA and other countries. 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CHAPTER 1 Choosing an Automated Installation Method 1 CHAPTER 2 Designing Unattended Installations 19 CHAPTER 3 Designing Image-based Installations with Sysprep 91 CHAPTER 4 Designing RIS Installations 161 CHAPTER 5 Migrating User State 295 GLOSSARY 323 INDEX 329 Contents at a glance Introduction xiii Deployment Kit Compact Disc xiv Document Conventions xv Support Policy xx CHAPTER 1 Choosing an Automated Installation Method 1 Overview of Choosing an Automated Installation Method 2 Process for Choosing an Automated Installation Method 3 Fundamentals of Automated Installation 4 Choosing a Method Based on Clean Installations and Upgrades 7 Choosing a Method Based on Software Considerations 10 Choosing a Method Based on Operating System 11 Choosing a Method Based on Applications 12 Choosing a Method Based on Server Configuration 12 Choosing a Method Based on Network and Hardware Configurations 13 Choosing a Method Based on Network Topology 14 Choosing a Method Based on Hardware Inventory 15 Choosing a Method Based on Directory Services Considerations 16 Additional Resources 18 CHAPTER 2 Designing Unattended Installations 19 Overview of Unattended Installation 20 Unattended Installation Design Process 21 Unattended Installation Fundamentals 22 Evaluating Hardware and Software for Unattended Installations 24 Evaluating Hardware and Software Compatibility 26 Identifying Supplemental Device Drivers 27 Deciding Whether to Perform an Upgrade or a Clean Installation 28 Contents vi Contents Evaluating Possible Upgrade Paths 30 Evaluating Differences Between an Upgrade and a Clean Installation 32 Choosing a Distribution Method 33 Evaluating Distribution Methods 35 Using a Distribution Share to Perform an Unattended Installation 35 Using Media to Perform an Unattended Installation 37 Designing the Distribution Process 39 Designing a Distribution Share 39 Designing the Media Distribution Process 44 Designing Preinstallation Tasks for Unattended Installations 45 Creating a User State Migration Plan for Unattended Installations 47 Creating a Disk Configuration Plan for Unattended Installations 48 Planning for Dynamic Update 50 Identifying and Downloading Dynamic Update Files 51 Preparing Dynamic Update Files 52 Configuring Answer File and Winnt32.exe Settings for Dynamic Update 54 Designing Answer File and Setup Settings for Unattended Installations 55 Designing Automated Installation Tasks 58 Designing Automated Post-Installation Tasks 63 Identifying Automated Post-Installation Tasks 63 Choosing a Method for Automating Post-Installation Tasks 64 Configuring Cmdlines.txt to Perform Tasks 65 Configuring [GuiRunOnce] to Perform Tasks 66 Designing Setup Settings 68 Choosing Winnt.exe Parameters 68 Choosing Winnt32.exe Parameters 69 Creating Startup Media, Answer Files, and Distribution Shares 72 Creating Startup Media for Destination Computers 74 Choosing Startup Media 74 Creating Startup Media 76 Creating Answer Files 77 Creating an Answer File with Setup Manager 78 Creating an Answer File Manually 79 Creating Distribution Shares 80 Performing Unattended Installations 81 Contents vii Performing a Clean Unattended Installation with an Operating System CD 83 Performing a Clean Unattended Installation with an MS-DOS Startup Disk 84 Performing a Clean Unattended Installation with a 32-bit Operating System 85 Performing an Unattended Upgrade Installation 86 Additional Resources 87 CHAPTER 3 Designing Image-based Installations with Sysprep 91 Overview of Image-based Installations 92 Image-based Installation Design Process 93 Image-based Installation Background 94 Identifying Inventory Requirements for Image-based Installations 97 Identifying Hardware That Impacts Image-based Installations 99 Identifying Software That Impacts Image-based Installations 103 Verifying Software and Hardware Compatibility 105 Defining Disk Images 106 Evaluating Operating System Differences 108 Evaluating Hardware Differences 108 Evaluating Software Differences 111 Evaluating Operating System and Software Settings 113 Designing the Image Delivery Process 114 Choosing a Disk-Imaging Program 116 Choosing an Image Distribution Method 117 Distributing Disk Images Across a Network 118 Distributing Disk Images by Using Media 119 Comparing Disk Image Distribution Methods 120 Designing Preinstallation Tasks for Image-based Installations 121 Creating a User State Migration Plan for Image-based Installations 123 Creating a Disk Configuration Plan for Image-based Installations 124 Designing Automated Setup Tasks 126 Automating Tasks Before Mini-Setup 128 Automating Tasks During Mini-Setup 133 Automating Tasks After Mini-Setup 138 Creating Disk Images 141 Building Master Installations 143 Preparing Master Installations by Running Sysprep 148 Identifying Cleanup, Configuration, and Auditing Tasks 148 viii Contents Choosing Sysprep Settings 149 Creating Disk Images of Master Installations 152 Creating Startup Media for Destination Computers 153 Choosing Startup Media 154 Creating Startup Media 155 Deploying Disk Images 157 Additional Resources 158 CHAPTER 4 Designing RIS Installations 161 Overview of the RIS Deployment Process 162 Process for Deploying RIS 163 Planning RIS Installations 172 Identifying Client Requirements 174 Evaluating RIS Client Hardware 174 Determining RIS Client HAL Types 175 Evaluating Remote Boot Capabilities of RIS Clients 177 Auditing Existing Clients 180 Evaluating the RIS Client Prestaging Process 185 Evaluating Operating System Configurations 187 Evaluating RIS Server Requirements 190 Evaluating RIS Server Hardware Requirements 190 Assessing RIS Server Software Requirements 191 Assessing RIS Server Placement 192 Planning RIS Server Performance 195 Assessing Master Computer Requirements 198 Assess Existing Network Infrastructure 200 Evaluating Network Installation Points 202 Redirecting RIS Client Requests 203 Forwarding Client DHCP Requests through Routers 204 Planning RIS Network Security 204 Assessing the Security of the PXE Environment 205 Evaluating the NTLM Authentication Level 206 Assessing Security for Non-Prestaged Clients 206 Planning for Network Security Enhancement Using Prestaged Clients .207 Assessing Security Benefits of Restricting Client Installation Options 208 Assessing Security Benefits of Controlling the User Interaction Level 209 Evaluating Security for Operating System Images 210 Assessing RIS Server Authorization Security 211 Contents ix Planning Security for RIS Administrative Tasks 212 Designing RIS-based Installations 215 Designing the RIS Installation Type 215 Design a Riprep-Based Installation 216 Riprep Image Design Background 216 Riprep Image Design Tasks 218 Riprep Image Design and User Profiles 223 Design a Risetup-Based Installation 223 Risetup Image Design Background 224 Risetup Image Design Tasks 225 Designing the RIS Deployment Mode 234 Interactive Installation Design Background 234 Interactive Installation Design Tasks 235 Fully-Automated Installation Design Background 238 Fully-Automated Installation Design Tasks 241 Designing the CIW Process 245 CIW Design Background 245 CIW Design Tasks 249 Designing the RIS Server Configuration 259 RIS Server Configuration Design Background 259 RIS Server Configuration Design Tasks 260 Designing the Active Directory Infrastructure 273 Designing a Test RIS Environment 276 Configuring and Deploying RIS 278 Creating a RIS Test Environment 279 Configuring Networking Support 280 Configuring Production Clients 281 Creating a Production RIS Server 282 Configuring a Master Installation 283 Installing the Master Computer Operating System 283 Configuring the Master Computer Operating System 284 Testing Riprep Images and User Profiles 285 Running the Riprep Wizard on the Master Computer 286 Configuring Answer File and Image Folder Permissions 286 Building a Master Distribution Share Installation 287 Configuring the RIS Server 287 Creating the CIW Configuration 289 x Contents Deploying an Operating System 290 Using a Network Boot 290 Using a RIS Boot Floppy Disk 291 Additional Resources 291 CHAPTER 5 Migrating User State 295 Overview of Migrating User State 296 User State Migration Process 297 Tools Used in the Migration Process 297 Choosing a User State Collection Method 300 Manual Migration 302 Scripted-Manual Migration 303 Centralized Automation 304 User-Driven Migration 306 Identifying Migration Content 307 Identifying User Data to Migrate 308 Identifying User Settings to Migrate 309 Identifying Key Settings for User Productivity 309 Evaluating Costs vs. Benefits of Migrating Settings 310 Creating a Detailed Migration Plan 311 Resolving Storage and Data Issues 312 Determining Storage Requirements 312 Reviewing Data Collection and Restoration Selections 313 Addressing File Relocation Issues 313 Identifying Security Concerns 314 Restoring Lost Access Control Lists (ACLs) 314 Managing Data Encryption During Migration 314 Securing User State During Migration 315 Translating and Relocating Registry Entries 315 Adapting Your Plan for Domain Migration 316 Scheduling Your Migration 317 Educating Users 318 Testing Your Migration Process 319 Performing Lab Tests 320 Performing a Pilot Test 320 Additional Resources 321 GLOSSARY 323 INDEX 329 [...]... Windows Server 2003 Deployment Kit Worksheets and resources that can help you create your deployment plan for Windows Server 2003 u Windows Server 2003 Support Tools A collection of tools included on the Windows Server 2003 operating system CD that you can use to diagnose and resolve computer and network problems u Windows Server 2003 Help The searchable Help file included with the Windows Server 2003. .. installation of Windows Server 2003 and Windows XP Professional xiv Introduction Deployment Kit Compact Disc The following contents are included on the Windows Server 2003 Deployment Kit companion CD: u Windows Server 2003 Deployment Kit A searchable online version of the Windows Server 2003 Deployment Kit u Resource Kit Tools for Windows Server 2003 A collection of tools included with the Windows Deployment... maintain, and troubleshoot Windows Server 2003 u Resource Kit Registry Reference for Windows Server 2003 A searchable online reference providing detailed descriptions of the Windows Server 2003 registry, including many entries that cannot be edited by using Windows Server 2003 tools or programming interfaces u Resource Kit Performance Counters Reference for Windows Server 2003 A searchable online reference... when starting your installation from the Microsoft Windows 95, Windows 98, Windows NT®, or Windows 2000 operating systems u Winnt.exe, used when starting your installation from the Microsoft Windows 3.1, Microsoft Windows for Workgroups, and MS-DOS® operating systems These tools are in the \i386 folder on the Windows XP Professional or Windows Server 2003 operating system CD For more information,... installed on Microsoft Windows XP Professional u Microsoft Office Viewers Viewers you can install on your computer if you do not have Microsoft Office, which allow you to see worksheets and resources on the Windows Server 2003 Deployment Kit companion CD u CD-ROM Release Notes Late breaking information about the contents of the Windows Server 2003 Deployment Kit companion CD u Links to Microsoft Press... distribution folder u Modifying the configuration of the master computer Windows Server 2003 Automated Installation Tools Three automated installation tools are included with the Windows Server 2003 family Each is described briefly in the following sections Note You can start a destination computer by using a Windows Preinstallation Environment (Windows PE) CD, and then using the diskpart command to partition... script xx Introduction Support Policy Microsoft does not support the software supplied in the Windows Server 2003 Deployment Kit Microsoft does not guarantee the performance of the scripting examples, job aids, or tools, bug fixes for the tools, or response times for answering questions However, we do provide a way for customers who purchase the Windows Server 2003 Deployment Kit to report any problems... operating system, you might need to perform an upgrade to retain the ability to use those applications and device drivers If you are deploying clean installations of Windows XP Professional or Windows Server 2003, you can use any of the Windows Server 2003 automated installation methods Before you perform a clean installation or an upgrade, test the installation of your older software and device drivers to... installation process Installing on Servers Different considerations apply to installations on individual servers that have varying roles throughout the organization and installations on members of a server farm Consequently, you might choose different installation methods for individual servers and server farms Installing on individual servers Because installing a server operating system often involves... performing preinstallation tasks Windows PE is only available if you have purchased Enterprise Agreement 6.0, Enterprise Subscription Agreement 6.0, or Select License 6.0 with Software Assurance (SA) For more information about Windows PE and Windows PE licensing plans, see the Windows Preinstallation Environment link on the Web Resources page at http://www .microsoft. com /windows/ reskits/webresources Remote . on the Windows Server 2003 Deployment Kit companion CD: u Windows Server 2003 Deployment Kit. A searchable online version of the Windows Server 2003 Deployment. the Windows Server 2003 Deployment Kit. Worksheets and resources that can help you create your deployment plan for Windows Server 2003. u Windows Server