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
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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®
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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
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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).
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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
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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:
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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.
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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.
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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:
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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.
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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.
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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.
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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.
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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”
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Verify the location of the extracted files. Click “Extract”
Shown for completeness of the Dell ImageAssist Installation process.
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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.
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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.
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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.
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Click the “I Agree” radio button. Click “Next”
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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.
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Shown for completeness of the ImageAssist Installation process.
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The ImageAssist tools are installed to C:\Program Files\ImageAssist, or the location you
selected.
A shortcut is placed on the desktop.
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ImageAssist entry in Programs and Features.
Registry Key is created under HKLM\SOFTWARE\Dell
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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.
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Click “Yes”
Click “Guide Me”
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Create UNATTEND.XML using the Unattend XML Creator.
Run Auto Capture?
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Create Bootable USB Drive
Review your selections. Make any changes required. Click “Run Selections”
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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
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UNATTEND.XML Creator
The UNATTEND.XML Creator provides for the collection or creation of following entries for
the UNATTEND.XML.
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
Name and Organization
Product Key
Language Settings
Architecture Type
Time Zone
Workgroup or Domain
Computer Name

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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
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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.
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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)
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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.
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Computer Name: Allows the creation of the computer name.
Administrator Password: Allows you to specify the Administrator Password. Required for
auto logon
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User Account Creation: Allows additional User account(s) to be created during the OOBE
process.
System Restore: Allows you to DISABLE system restore.
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Local System Administrator Accounts:
User Account Control (UAC):
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Additional Asynchronous Commands:
First Logon Commands:
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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.
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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
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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
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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.
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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.
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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.
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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”
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Shown for completeness of the Dell ImageAssist uninstall.
Click “OK”
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Notes
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