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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.
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Windows NT, and Win32 are registered trademarks of Microsoft Corporation in the USA and
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Microsoft may have patents or pending patent applications, trademarks, copyrights, or other
intellectual property rights covering subject matter in this document. The furnishing of this
document does not give you any license to these patents, trademarks, copyrights, or other
intellectual property rights except as expressly provided in any written license agreement from
Microsoft.
IBM is a registered trademark of International Business Machines Corporation.
NetWare is a registered trademark of the Novell Corporation.
Apple and Macintosh are registered trademarks of the Apple Corporation.
ActivePerl is a registered trademark of the ActiveState Corporation.
Document No. X08-39353
Printed in the United States of America.
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
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