Dell ImageAssist
Transcription
Dell ImageAssist
Dell ImageAssist Quick Start Guide How to create a Windows image for deployment through the factory utilizing ImageAssist Dell Services This Page Intentionally Left Blank 1 ImageAssist Dell Services Document Information Filename: Dell ImageAssist Quick Start Guide Location: Owner: Dell Services Imaging Operations Document Number Document Control Version Date Changed R2_A02 02/25/2015 Completed By Paul Robertson Description of Changes Updated Release. See Change Log © 2015 Dell Inc. Trademarks used in this text: Dell™, the Dell logo, Dell Precision™ , OptiPlex™, Latitude™, OpenManage™, KACE™, Microsoft®, Windows®, VMware® ImageAssist 2 Dell Services Table of Contents What is ImageAssist?...................................................................................................................... 4 High-Level ImageAssist Flow ........................................................................................................ 4 Requirements ................................................................................................................................. 5 Limitations ...................................................................................................................................... 5 Application Software Installation Notes ....................................................................................... 6 Choosing Your Build Base ............................................................................................................. 7 Volume Activation Models ............................................................................................................ 8 Suggested Order of Steps for Creating Your Image ..................................................................... 9 Windows Setup Instructions ....................................................................................................... 10 ImageAssist Installation ............................................................................................................... 11 ImageAssist Interface ................................................................................................................... 22 Direct Tool Links .......................................................................................................................... 26 UNATTEND.XML Creator ............................................................................................................. 27 Validation Checker ....................................................................................................................... 37 Auto Capture Prep Tool ............................................................................................................... 41 Uninstall Dell ImageAssist............................................................................................................ 42 3 ImageAssist Dell Services What is ImageAssist? ImageAssist is a tool which allows customers to provide an image which will be transformed into a cross platform image. This image will work on all current and future Dell business line of systems, OptiPlex, Latitude and Precision Workstations that support Microsoft Windows 8.1 with Update and Windows 7 Service Pack 1, Enterprise, Professional (32 and 64-bit). Reduce the number of base or core images that you need to manage. Reduce time for transition to new systems. Provide a single image for factory loading of new systems and refreshing existing systems within your environment. The “image” of a desktop or other computing device is a file encapsulating the operating system, software and settings configured on the device. Windows 8.1 with Update significantly reduces the time and effort required to manage Dell desktops, notebooks and workstations in an enterprise environment. This is accomplished by reducing the number of images necessary to support multiple models to as few as one. High-Level ImageAssist Flow Start Create your Windows 8.1 or Windows 7 Image Validate your image using the Validation_Checker (Required) Install the OEM Driver for the Onboard Ethernet Network Controller (if necessary) Pass Validation? No Remediate Image Validation Issues Yes Activate your Windows 8.1 or Windows 7 Image (if necessary) Reseal your image using the Image Assist Process Install all required applications (Do not install any applications listed in Section 4) Create an image using the imaging utility of your choice Create your UNATTEND.XML using the UNATTEND_XML_ Creator (Optional) Submit your image to Dell for deployment in the factory. End ImageAssist 4 Dell Services Requirements Image Requirements: Windows 8.1 with Update – Enterprise, Windows 8.1, Windows 8.1 Pro Windows 7 Service Pack 1 32-bit or 64-bit - Enterprise, Professional OEM or Volume License (No Retail) Volume License Images must be Pre-Activated via KMS or MAK Microsoft .NET Framework 4.0 for Windows 7 (minimum) o Recommend .NET Framework 4.5 Microsoft .NET Framework 4.5 for Windows 8.1 with Update (minimum) Kernel-Mode Driver Framework version 1.11 For Windows 7 http://support.microsoft.com/kb/2685811 User-Mode Driver Framework version 1.11 for Windows 7 http://support.microsoft.com/kb/2685813 Limitations ImageAssist limitations: 5 Images such as SCCM, MDT, KACE, and WinPE are not supported at this time. If you set static IP addresses, DNS or WINS information in your image, those settings will be set to default, which is blank, after SYSPREP completes. If you rename the Local Administrator account, it will be renamed to Administrator after SYSPREP completes. If you have installed any Dell Applets on a Latitude system, please uninstall all Applet software from the Control Panel before re-sealing your image. Upgrade installations of Windows 7, and 8.1 are not supported. Embedded Windows 7 Service Pack 1 and 8.1 are not supported. ImageAssist Dell Services Application Software Installation Notes We highly recommend that you DO NOT install any of the following applications on your image, but have those applications installed post system configuration. If you choose to install any of the application software listed below on your image, you might be required to re-submit a compliant image if we are unable to process your image successfully using the Dell ImageAssist process. 1. Any type of Remote Control Software that installs its own video driver: Examples include: a. Symantec PCAnywhere b. NetOp 2. Modem Dialing software that requires previously configured Dial-Up Networking (DUNS) connectoids. 3. AERO (Authentic, Energetic, Reflective and Open) develop your image with AERO disabled. 4. Any type of Encryption Technology that is fully enabled. a. Bit Locker: i. Is a disk encryption feature included with Windows 7 Service Pack 1 Enterprise and Windows 8.1 with Update Pro and Enterprise. b. PGP: Whole Disk Encryption 5. Dell applets – especially on notebook systems. The following is not an exhaustive list of all available Dell applets. a. Conexant D330 Modem Digital Line Detect v.92 Modem b. Dell Control Point c. Dell Data Protection d. Dell True Mobil Wireless Clients e. Dell Broadband Clients f. Intel Rapid Start Technology g. Audio Clients h. Video Control Panels 6. Dell Open Manage Client Instrumentation. Since there are different versions of Dell Open Manage Client Instrumentation depending on your target model, Dell Open Manage Client Instrumentation is best installed post operating system configuration. 7. Faronics Deep Freeze unless the software is in a thawed state. 8. Windows Update. Please do not install any drivers from Windows Update. 9. VMware Tools or Integration Components in the operating system. ImageAssist 6 Dell Services Choosing Your Build Base You can use any currently shipping or legacy Latitude, OptiPlex, or Precision Workstation as your build base as long as the system supports Windows 8.1 for a Windows 8.1 image and Windows 7 Service Pack 1 for a Windows 7 image. Note – Not all Dell systems support Windows 8.1 and Windows 7 Service Pack 1 32 and 64-bit operating systems. See support.dell.com for more information on your system and to determine if it supports Windows 8.1 and/or Windows 7 Service Pack 1 32 and 64-bit. Best Practices: Document your image build. This will help with troubleshooting your image if necessary. Keep the document up-to-date when you make changes to the image. Burn your Build Base to the latest version of the BIOS. Available from www.support.dell. Not necessary when using VMware Workstation or Virtual PC. Use BIOS defaults. There should be no reason to change BIOS settings on your Build Base. Exception: Configuring UEFI. If you need network access, you can load the Dell OEM driver for the Onboard Ethernet Network Controller without adverse effects on your image. Do not install any of the software or Dell Applets outlined in Chapter 5 Application Software Installation Notes of this document. Backup your work. If you don’t understand something, or have a question ask. We are here to help you. VMware® Workstation You can use the latest version of VMware Workstation to build your image. 1. DO NOT INSTALL the VMware tools into the Operating System. ** Do not install any other drivers throughout the maintenance image build process. ** When creating a new virtual machine using the “New Virtual Machine Assist” DO NOT select the ● Installer disc: option. By selecting this option, VMware® Workstation will use the Easy Install feature which will automatically install the VMware® tools into the operating system. The Easy Install feature creates only one (1) partition, and does not create the 350MB +/- System Primary Partition for Windows 8.1 with Update. Microsoft® Virtual PC® Note: Microsoft Virtual PC does not support the creation of Windows 8.1 images 1. DO NOT INSTALL the Integration Components into the operating system. ** Microsoft Virtual PC is not supported on Windows 8.1. 7 ImageAssist Dell Services Volume Activation Models The following information about Volume Activation is found in the Microsoft document “Volume Activation Planning Guide Windows 7 and Windows Server 2008 R2” published in June 2009. Volume Activation allows volume license customers to automate the activation process so that it is transparent to users. Volume Activation applies to computers that are covered under a Volume Licensing program. It is used strictly as a tool for activation, and it is not tied to license invoicing or billing. Volume Activation provides two models for completing volume activations: Key Management Service (KMS) and Multiple Activation Key (MAK). KMS allows organizations to activate systems within their network, and MAK activates systems on a one-time basis by using the hosted activation services provided by Microsoft. Customers can use either or both key types to activate systems in their environments. Key Management Service With KMS, IT pros can complete activations on their local network, eliminating the need for individual computers to connect to Microsoft for product activation. KMS is a lightweight service that does not require a dedicated system and can easily be co-hosted on a system that provides other services. By default, volume editions of Windows 7 and Windows Server 2008 R2 connect to a system that hosts the KMS service to request activation. No action is required from the user. KMS requires a minimum number of computers (physical or virtual machines) in a network environment. The organization must have at least five computers to activate Windows Server 2008 R2 and at least 25 computers to activate clients that are running Windows 7. These minimums are referred to as activation thresholds. To use KMS activation with Windows 7, the computer must have the qualifying OS license (often obtained through OEMs as part of the new PC purchase) and contain a Windows Marker in BIOS. Multiple Activation Key MAK is used for one-time activation with Microsoft’s hosted activation services. There are two ways to activate computers using MAK. The first method is MAK Independent activation, which requires that each computer independently connect and be activated with Microsoft either over the Internet or by telephone. The second method is MAK Proxy activation. With this method, a computer acting as a MAK proxy gathers activation information from multiple computers on the network, and then sends a centralized activation request on their behalf. MAK Proxy activation is configured using the Volume Activation Management Tool (VAMT). Note KMS is the default key for Volume Activation clients. Using MAK activation requires installing a MAK key. ImageAssist 8 Dell Services Suggested Order of Steps for Creating Your Image The following steps are the suggested order to create your image before sending the image to Dell for factory deployment. 1. Create your Windows 8.1 with Update or Windows 7 Service Pack 1 Image. 2. Install the driver for the Onboard Ethernet Network Controller (if necessary) a. ** Do not install any other drivers throughout the image build process. 3. Activate your Image. (Not necessary when OEM media is used.) 4. Install all required applications. (Do not install any applications listed in Section 5.) 5. Create image using ImageAssist Auto Capture that you can roll back to if necessary. 6. Create your UNATTEND.XML with the UNATTEND XML Creator or copy your UNATTEND.XML to C:\Windows\Panther. 7. Reseal your image using ImageAssist. 8. Create an image using ImageAssist Auto Capture. 9. Test your image before submitting to Dell. 10. Submit your image to Dell for deployment in the factory. 9 ImageAssist Dell Services Windows Setup Instructions Use the method you have already established to build the Microsoft Windows 8.1 with Update (Pro, Enterprise) Windows 7 Service Pack 1 (Enterprise, Professional) Operating System image. We have additional Windows 8.1 with Update, and Windows 7 Service Pack 1 Guides available to help you with creating and maintaining your image. Here are a few items you need to keep in mind during your image build process: 1. Document your image build. This will help with troubleshooting your image if necessary. Keep the document up-to-date when you make changes to the image. 2. Burn your Build Base to the latest version of the BIOS. Available from www.support.dell. Not necessary when using VMware Workstation or Virtual PC. 3. Use BIOS defaults. There should be no reason to change BIOS settings on your Build Base. Exception: Configuring UEFI. Dell ImageAssist fully supports UEFI configurations. 4. If you need network access, you can load the Dell OEM driver for the Onboard Ethernet Network Controller without adverse effects on your image. When using a VM, you can either Bridge or NAT to the host machines network interface controller. 5. Do not install any of the software or Dell Applets outlined in Chapter 5 Application Software Installation Notes of this document. Do not install VMware Tools or Integration components. 6. Backup your work. 7. If you don’t understand something, or have a question ask. We are here to help you. ** Do not install any other drivers throughout the ImageAssist build process. Including drivers and driver updates available from Windows Update. ImageAssist 10 Dell Services ImageAssist Installation The following describes the installation of the ImageAssist. The ImageAssist Installer can reside on the local hard disk, external hard drive, or network location. Right-Click Dell_IA.ZIP and select “Extract All” 11 ImageAssist Dell Services Verify the location of the extracted files. Click “Extract” Shown for completeness of the Dell ImageAssist Installation process. ImageAssist 12 Dell Services The ImageAssist Installer package can reside on the local hard disk, external hard drive, or network location. Double-click the Installer.exe User Account Control dialog box appears, click “Yes” Shown for completeness of the Dell ImageAssist Installation process. 13 ImageAssist Dell Services Note: If you are using Windows 7 SP1, select a video resolution greater than 640x480 or 800x600. Windows 8.1 minimum supported resolution is 1024x768. The Dell ImageAssist License Agreement is displayed. Scroll through the license agreement and click the “I Agree” radio button. You also have the option to print a copy of the license agreement by clicking the printer icon in the lower right-hand corner. Note: To successfully print the license agreement, the system you are using must have a properly installed and functioning printer. ImageAssist 14 Dell Services If you select “I Do Not Agree” and click “Cancel” You will see the following dialog box. If you wish to cancel the ImageAssist installation, click “Yes”. Otherwise, click “No” and proceed to page 16. 15 ImageAssist Dell Services Click the “I Agree” radio button. Click “Next” ImageAssist 16 Dell Services The install path for ImageAssist is C:\Program Files. You can change this if you desire. It’s our recommendation that you leave it at the default location of C:\Program Files. By default, the “Launch tool after install?” check box is selected. If you un-check “Launch tool after install?” you will see the following dialog box after the installation routine has completed. 17 ImageAssist Dell Services Shown for completeness of the ImageAssist Installation process. ImageAssist 18 Dell Services The ImageAssist tools are installed to C:\Program Files\ImageAssist, or the location you selected. A shortcut is placed on the desktop. 19 ImageAssist Dell Services ImageAssist entry in Programs and Features. Registry Key is created under HKLM\SOFTWARE\Dell ImageAssist 20 Dell Services This Page Intentionally Left Blank 21 ImageAssist Dell Services ImageAssist Interface The ImageAssist Interface was designed for the following: Individuals who consider themselves a Novice when it comes to image creation and want a very quick way of creating their image without requiring in-depth knowledge of the WAIK or System Manager but ensures a higher level of success. Individuals who consider themselves as knowledgeable when it comes to image creation but are looking for quick “barebones” configurations for testing or proof-of-concept images without the headaches. Individuals who consider themselves as knowledgeable when it comes to image creation but are looking for more control over their image creation projects without the headaches. Double-click the ImageAssist shortcut on the desktop. ImageAssist 22 Dell Services Click “Yes” Click “Guide Me” 23 ImageAssist Dell Services Create UNATTEND.XML using the Unattend XML Creator. Run Auto Capture? ImageAssist 24 Dell Services Create Bootable USB Drive Review your selections. Make any changes required. Click “Run Selections” 25 ImageAssist Dell Services Direct Tool Links The Direct Tool links are recommended for System Administrators and those familiar with ImageAssist. There are five main applications to explore. Choose the one you want to use (Click the arrow to show or hide the buttons) 1. 2. 3. 4. 5. USB Capture Restore Builder Unattend XML Creator Validation Checker Auto Capture Prep Tool DVD Restore Architect ImageAssist 26 Dell Services UNATTEND.XML Creator The UNATTEND.XML Creator provides for the collection or creation of following entries for the UNATTEND.XML. Name and Organization Product Key Language Settings Architecture Type Time Zone Workgroup or Domain Computer Name Administrator Password User Account Creation System Restore Local System Administrator Account User Account Control (UAC) Additional Asynchronous Commands First Logon Commands The UNATTEND.XML Creator does not contain all the possible settings available in the Windows System Image Manager. If you require additional settings not available in the UNATTEND.XML Creator, open the UNATTEND.XML in the Windows System Image Manager and configure any required additional settings. Please remember to validate the UNATTEND.XML file, and test before submitting your completed image to Dell. Simply open your UNATTEND.XML file in the Windows System Image Manager. If any warnings are displayed correct those entries and try again. Note: If you are using Windows 7 Service Pack 1, please refer to the documentation included in The Windows® Automated Installation Kit (AIK) Supplement for Windows® 7 SP1for more information on deploying Windows 7. Note: If you are using Windows 8.1 please refer to the documentation included in the Windows 8.1 Update ADK for more information on deploying Windows 8.1 See page 66, Chapter 16 UNATTEND.XML Creator for more detailed information on each of the possible entries that are supported by the UNATTEND.XML Creator 27 ImageAssist Dell Services ImageAssist 28 Dell Services Name and Organization: Pulls the values from the registry, or allows you to input “new” values. Product Key: The key used to install and to activate Windows. 29 ImageAssist Dell Services Language Settings: Allows you to select the primary language settings of the OS. Architecture Type: Allows you to select either x64 (64-bit) or x86 (32-bit) ImageAssist 30 Dell Services Time Zone: Allows you to pre-select the time zone. If you select a time zone, during OOBE the system will not prompt for the time zone. Workgroup or Domain: Allows you to specify a workgroup or domain to join during the OOBE process. 31 ImageAssist Dell Services Computer Name: Allows the creation of the computer name. Administrator Password: Allows you to specify the Administrator Password. Required for auto logon ImageAssist 32 Dell Services User Account Creation: Allows additional User account(s) to be created during the OOBE process. System Restore: Allows you to DISABLE system restore. 33 ImageAssist Dell Services Local System Administrator Accounts: User Account Control (UAC): ImageAssist 34 Dell Services Additional Asynchronous Commands: First Logon Commands: 35 ImageAssist Dell Services Build Unattend.XML: By clicking the “Build Unattend.XML button, the UNATTEND.XML is saved to %SYSTEMDRIVE%\Windows\Panther\UNATTEND.XML After the UNATTEND.XML Creator finishes building and saving your UNATTEND.XML, the Validation Tool is run. Proceed to Chapter 11 Validation Checker. If you click the “X” in the upper-right hand corner before clicking the “Build Unattend.XML button, you see the dialog box above. ImageAssist 36 Dell Services Validation Checker Use the Validation Checker to validate your software load for common build errors that would prevent Dell from successfully deploying your image in the factory. Here is a short list of the most common build errors that customers experience: installed device drivers, OS rearm limits, configured encryption software, and errors within the UNATTEND.XML. The initial release of the Validation Checker is validating the items listed in Chapter 5 of the Dell Imaging Assist User’s Guide – Page 6. We are expecting that this list will grow over time. If you come across a software package or setting that would prevent an image from passing validation, please pass along that information to the ImageAssist Development Team. 1. Any type of Remote Control Software a. Symantec pcAnywhere In Programs and Features: Symantec pcAnywhere In the Registry: HKLM\SOFTWARE\Symantec\InstalledApps b. Netop In Programs and Features: Netop Remote Control Guest Netop Remote Control Host 2. Any type of Encryption Technology that is fully enabled: Bit Locker PGP Desktop 3. Dell Applets – especially on Notebook systems: In Programs and Features: AccelerometerP11 All Day Battery Life Configuration AMD APP SDK Runtime Atheros WLAN and Bluetooth Client Installation ATI Catalyst BioAPI Framework Bluetooth Win7 Suite Catalyst CCC Help ccc-core-static ccc-utility Citrix Conexant HD Audio Conexant ® D330 MDC V.92 Modem D3DX10 Dell Broadband Dell Client System Update Dell Control Point Dell Control Vault Host Components Installer Dell ControlPoint Connection Manager Dell ControlPoint Security Manager Dell ControlVault Host Components Installer Dell Data Protection Dell Embassy Trust Suite by Wave Systems Dell LED Control Service Dell Mobile Broadband Manager Dell Mobile Broadband Utility Dell Open Management Client Dell OpenManage Client Instrumentation Dell Security Device Driver Pack Dell System Manager Dell Touchpad Dell True Mobile Wireless Dell Webcam Central Dell Wireless 5630 Mobile Broadband Drivers 37 ImageAssist Dell Services Dell Wireless HSPA Mini-Card Drivers Digital Line Detect Document Manager Lite DW WLAN Card Utility eGalaxTouch EMBASSY Security Center Lite EMBASSY Security Setup ESC Home Page Plugin Gemalto High Definition Audio Driver Package – KB835221 IdeaCom Touch Screen IDT Audio Intel PROSet Wireless Intel Rapid Start Technology Intel® Control Center Intel® Identity Protection Technology Intel® Graphics Media Accelerator Driver Intel® Processor Graphics Intel® PROSet/Wireless WiFi-Software Intel® PROSet/Wireless WiFi Softwares Intel® Rapid Storage Technology Intel® TV Assist Intel® Matrix Storage Manager Intel® PROSet/Wireless WiMAX Software IRST Logiciel Intel® PROSet/Wireless WiFi Modem Diagnostic Tool N-trig DuoSense Multi-touch Package N-trig DuoSense Multi-touch package for Windows 7 NetOp Netop Remote Control Guest Netop Remote Control Host Netwaiting NTRU TCG Software Stack NVIDIA O2Micro Flash Memory Card Windows Drive OMCI Pacote de Driver do Windows – Dell Inc. PBADRV System Panel de control de NVIDIA 266.58 Panneau de configuration NVIDIA Pannello di controllo NVIDIA Paquete de controladores de Windows – Dell Inc. PBADRV System PGP Desktop PL-2303 USB-to-Serial Preboot Manager Private Information Manager PRO SET Programvaran Intel(R) PROSet för trådlösa WiFi-anslutningar Qualcomm Gobi 2000 Package for Dell Realtek High Definition Audio Driver Renesas Electronics USB 3.0 Host Controller Driver RICOH Media Driver Security Assist Software Intel® PROSet/Wireless WiFi ST Microelectronics 3 Axis Digital Accelerometer Solution Symantec PCAnywhere Synaptics Pointing Device Driver Tecnología de gestión activa Intel® Trusted Drive Manager UPEK TouchChip Fingerprint Reader Vmware Tools Wave Infrastructure Installer Wave Support Software WIDCOMM Bluetooth Software Windows Driver Package – Dell Inc. PBADRV System Windows-drivrutinspaket – Dell Inc. PBADRV System Windows-Treiberpaket – Dell Inc. PBADRV System 4. Dell Open Manage Client Instrumentation ImageAssist 38 Dell Services 5. Faronics Deep Freeze unless the software is in a thawed state. Deep Freeze In the Registry: HKLM\SOFTWARE\Faronics\Deep Freeze 6 DF Status Frozen The Validation Checker also checks for the existence of the UNATTEND.XML in C:\Windows\Panther directory. The UNATTEND.XML is also checked for the existence of the required UNATTEND.XML entries in the Generalize Section: <DoNotCleanUpNonPresentDevices>false</DoNotCleanUpNonPresentDevices> <PersistAllDeviceInstalls>false</PersistAllDeviceInstalls> If the entries do not exist, they are automatically added to the UNATTEND.XML. See Section 16, page 65 of the Dell ImageAssist User’s Guide for more information on the possible entries in the UNATTEND.XML. The Validation tool checks the following sections of the Operating System. 1) 2) 3) 4) Registry Check Services Check File Check ReArm Check 5) Software Check 6) Driver Check 7) Policy Check 8) Unattend XML Check NOTE: Please do not manually edit the registry, log file, or file location that the Validation Checker is validating. Our process will reject your image causing significant delays for your project. If you have a question or need assistance, please contact us, we are here to help. 39 ImageAssist Dell Services Validation Checker Remediation Steps – Example In this example, the Unattend.XML was not found in %SYSTEMDRIVE%\Windows\Panther Here are the steps that should be taken to correct the FAIL state: 1) Create the Unattend.XML by using the Unattend_XML_Creator.EXE 2) Click Validate 3) If the Validation Checker does not find any additional FAIL states, it will pass, and automatically close the Validation Checker. See Page 41 of the Image Assist User’s Guide for an additional example of remediation steps for installed software. ImageAssist 40 Dell Services Auto Capture Prep Tool The Auto Capture Prep Tool was designed to make capturing a WIM easy and painless. There is little if any input required from the end-user. In this example, the Dell_Capture_Image.wim is located on the “local hard drive”. The WIM can easily be moved to an external hard drive. Note: This is for Windows 7 in a Virtual Machine. If you are unable to use the Auto Capture then you will need to create an ISO. To create an ISO, launch the DVD Restore Architect Tool with the /iso switch and follow the prompts. 41 ImageAssist Dell Services Uninstall Dell ImageAssist Navigate to the Control Panel and double-click Programs. Select Programs and Features. Right-click Dell ImageAssist and select Uninstall\Change. Click “Uninstall” ImageAssist 42 Dell Services Shown for completeness of the Dell ImageAssist uninstall. Click “OK” 43 ImageAssist Dell Services Notes ImageAssist 44 Dell Services 45 ImageAssist