Front cover
Vista Deployment Using
Tivoli Provisioning Manager
for OS Deployment
Learn Vista deployment using TPM for
OS Deployment
Experiment with cloning and
unattended profies
Learn best practices and
tips
Vasfi Gucer
Dominique Bertin
Richard Hine
ibm.com/redbooks
Redpaper
International Technical Support Organization
Vista Deployment Using Tivoli Provisioning
Manager for OS Deployment
March 2007
REDP-4295-00
Note: Before using this information and the product it supports, read the information in
“Notices” on page v.
First Edition (March 2007)
This edition applies to Tivoli Provisioning Manager for OS Deployment Version 5.1.
© Copyright International Business Machines Corporation 2007. All rights reserved.
Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP
Schedule Contract with IBM Corp.
Contents
Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
The team that wrote this IBM Redpaper. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii
Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Chapter 1. Installing Vista systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
1.1 Why Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
1.2 Do I upgrade or replace. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
1.3 Creating an unattended Windows Vista profile . . . . . . . . . . . . . . . . . . . . . . 4
1.3.1 Profile creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.3.2 WinPE software package creation . . . . . . . . . . . . . . . . . . . . . . . . . . 14
1.4 Creating a cloning Windows Vista profile . . . . . . . . . . . . . . . . . . . . . . . . . 19
1.4.1 Preparing the system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
1.4.2 Capturing the system image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
1.4.3 Configuring the system profile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
1.5 Deploying a Windows profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
1.5.1 Creating a deployment scheme . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
1.5.2 Registering hosts in Tivoli Provisioning Manager for OS Deployment
server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
1.5.3 Creating a new user through a software package. . . . . . . . . . . . . . . 47
1.5.4 Deploying a Vista profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
IBM Redbooks publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Other publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
How to get IBM Redbooks publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Help from IBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
© Copyright IBM Corp. 2007. All rights reserved.
iii
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Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Notices
This information was developed for products and services offered in the U.S.A.
IBM may not offer the products, services, or features discussed in this document in other countries. Consult
your local IBM representative for information on the products and services currently available in your area.
Any reference to an IBM product, program, or service is not intended to state or imply that only that IBM
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responsibility to evaluate and verify the operation of any non-IBM product, program, or service.
IBM may have patents or pending patent applications covering subject matter described in this document.
The furnishing of this document does not give you any license to these patents. You can send license
inquiries, in writing, to:
IBM Director of Licensing, IBM Corporation, North Castle Drive, Armonk, NY 10504-1785 U.S.A.
The following paragraph does not apply to the United Kingdom or any other country where such
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PROVIDES THIS PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR
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This information could include technical inaccuracies or typographical errors. Changes are periodically made
to the information herein; these changes will be incorporated in new editions of the publication. IBM may
make improvements and/or changes in the product(s) and/or the program(s) described in this publication at
any time without notice.
Any references in this information to non-IBM Web sites are provided for convenience only and do not in any
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materials for this IBM product and use of those Web sites is at your own risk.
IBM may use or distribute any of the information you supply in any way it believes appropriate without
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Information concerning non-IBM products was obtained from the suppliers of those products, their published
announcements or other publicly available sources. IBM has not tested those products and cannot confirm
the accuracy of performance, compatibility or any other claims related to non-IBM products. Questions on
the capabilities of non-IBM products should be addressed to the suppliers of those products.
This information contains examples of data and reports used in daily business operations. To illustrate them
as completely as possible, the examples include the names of individuals, companies, brands, and products.
All of these names are fictitious and any similarity to the names and addresses used by an actual business
enterprise is entirely coincidental.
COPYRIGHT LICENSE:
This information contains sample application programs in source language, which illustrate programming
techniques on various operating platforms. You may copy, modify, and distribute these sample programs in
any form without payment to IBM, for the purposes of developing, using, marketing or distributing application
programs conforming to the application programming interface for the operating platform for which the
sample programs are written. These examples have not been thoroughly tested under all conditions. IBM,
therefore, cannot guarantee or imply reliability, serviceability, or function of these programs.
© Copyright IBM Corp. 2007. All rights reserved.
v
Trademarks
The following terms are trademarks of the International Business Machines Corporation in the United States,
other countries, or both:
Candle®
IBM®
IMS™
MVS™
NetView®
Redbooks™
Redbooks (logo)
Tivoli®
VTAM®
™
The following terms are trademarks of other companies:
Aero, BitLocker, Microsoft, MS-DOS, Windows NT, Windows Vista, Windows, and the Windows logo are
trademarks of Microsoft Corporation in the United States, other countries, or both.
Other company, product, or service names may be trademarks or service marks of others.
vi
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Preface
Tivoli® Provisioning Manager for OS Deployment provisions operating systems
and applications to computers using the Pre-boot eXecution Environment (PXE)
industry standard for bare-metal installation. A bare-metal installation eliminates
the need for an operating system to be present on a local disk drive. Tivoli
Provisioning Manager for OS Deployment is a turn-key solution to the most
common provisioning issues and provides an easy to use, turn-key solution for
education, SMB, or larger accounts.
In this IBM® Redpaper, we discuss how to deploy Vista, Microsoft®'s newest
operating system, using Tivoli Provisioning Manager for OS Deployment.
Note that this IBM Redpaper is specifically geared to IT Specialists who will be
working on Vista deployment projects. For a full discussion of Tivoli Provisioning
Manager for OS Deployment, including installation, customization, and other
product integrations, refer to Deployment Guide Series: Tivoli Provisioning
Manager for OS Deployment V5.1, SG24-7397.
The team that wrote this IBM Redpaper
This paper was produced by a team of specialists from around the world working
at the International Technical Support Organization, Austin Center.
Vasfi Gucer is an IBM Certified Consultant IT Specialist working at the ITSO
Austin Center. He worked with IBM Turkey for 10 years and has been with the
ITSO since January 1999. He has more than 12 years of experience in systems
management, networking hardware, and distributed platform software. He has
worked on various Tivoli customer projects as a Systems Architect in Turkey and
the United States. Vasfi is also a Certified Tivoli Consultant.
Dominique Bertin holds a Technology Certificate in Electric Engineering from
the University of Creteil, near Paris in France. He worked as an Honeywell Bull
representative on different mainframe customers sites for seven years, and then
started working as a Software Engineer in the National Software Center in the
Bull company. After 12 years at Bull, he joined a software services company that
was acquired by Candle® corporation five years later. After IBM acquired
Candle, he moved to a Tivoli pre-sales position. He is currently assigned to the
Tivoli Configuration Manager, Tivoli Provisioning Manager for OS Deployment,
© Copyright IBM Corp. 2007. All rights reserved.
vii
and Tivoli Provisioning Manager for Software products within the Tivoli Business
Automation segment.
Richard Hine has a Bachelors degree in medical Science from the University of
Manchester in the UK, and has worked for IBM since 1981. He worked with IBM
Mainframes for 11 years, doing services and support roles, with MVS™, IMS™,
and VTAM®, and took assignments to teach automation techniques and
assembler programming. During this time, he also took a job supporting the IBM
first Point of Sale deployment in Europe at Boots of Nottingham in the U.K. He
moved to country technical support in 1991 to support IBM network management
tools on distributed systems, where he taught at the international education
center in La Hulpe, and supported field services engagements for the NetView®
automation family of products, both distributed and mainframe. During this time,
Richard also did several international services engagements in the Middle East,
and wrote an ANO based TCP/IP monitoring application that was used in IBM
South Africa. Richard moved to Tivoli in 1996 when IBM acquired Tivoli. He
worked in a pre-ales role for the UK, on all Framework products, while also
leading the UK Advanced Technology Team. He was certified in 2002, and has
been published in the Managed View and two other IBM Redbooks™
publications. Currently, he works with the Tivoli Performance and Business
automation products in a pre-sales capacity for the UK Financial Services Sector.
Thanks to the following people for their contributions to this project:
Arzu Gucer and Wade Wallace
International Technical Support Organization, Austin Center
Dennis R Goetz, Peter Greulich, Hakan Thyr
IBM USA
David Clerc and Marc Vuilleumier Stueckelberg
IBM Switzerland
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Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
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Preface
ix
x
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
1
Chapter 1.
Installing Vista systems
This chapter provides step by steps instructions for getting the Microsoft Vista
operating system working on a bare-metal installation. It gives some guidelines
regarding the different possibilities you have between upgrading or replacing
your existing pre-Vista systems. We assume that you have a working Tivoli
Provisioning Manager for OS Deployment environment. For information about
how to install Tivoli Provisioning Manager for OS Deployment, you can refer to
Deployment Guide Series: Tivoli Provisioning Manager for OS Deployment V5.1,
SG24-7397.
This chapter contains the following sections:
򐂰 “Why Vista” on page 2
򐂰 “Do I upgrade or replace” on page 3
򐂰 “Creating an unattended Windows Vista profile” on page 4
򐂰 “Creating a cloning Windows Vista profile” on page 19
򐂰 “Deploying a Windows profile” on page 37
© Copyright IBM Corp. 2007. All rights reserved.
1
1.1 Why Vista
Microsoft Vista is here, and chances are, it is coming to your organization sooner
than you think. Many organizations are expecting to make a move towards Vista
within a year, with the larger the organization, the higher the probability that this
will occur.
The significant commitment in time and expense is driven by a variety of factors,
which include much needed features introduced in Vista, and the realities of
waning support for older versions of Windows®.
While enhancements in the user experience, such as Vista's Aero™ Glass
interface, have monopolized the marketing spotlight, it is enhancements under
the covers that are motivating enterprise customers to upgrade. Vista introduces
a new developer platform, .NET Framework 3.0, which will enable faster
development of applications that will have better interfaces, better integration with
other applications, and better code in general. The .NET Framework is
comprised of key components that include the Windows Workflow Foundation
(WWF), which makes Vista the first OS to embed a workflow development and
runtime environment, and the Windows Communication Foundation (WCF),
which dramatically simplifies the way connections between services are defined
and managed.
Perhaps the most important innovation driving enterprise adoption of Vista is
enhanced security. Vista is the first operating system Microsoft has built from
design to release using the Security Development Life cycle (SDL) under their
Trustworthy Computing Initiative. Immediately beneficial security enhancements
include User Account Control, which eliminates the need for average users to log
in with Administrator privileges and by default grant that privilege to every
application, virus, or other form of malware they intentionally or inadvertently
launch. In addition, Vista introduces a multi-tiered rights management and
encryption technology (BitLocker™) that will protect data on the disk, even if the
disk is inside a stolen mobile computer. These are only a few of the security
enhancements in Vista that represent the quantum leap in integrated client
security for which the enterprise has been waiting.
Beyond the innovations Vista offers as a motivation to upgrade, there is also the
fact that older versions of Windows are becoming less supportable. With
Windows 2000 already out of mainstream support and losing critical update
support in 2010, and the launch of Vista starting the two year countdown to the
end of mainstream support for Windows XP, an upgrade is inevitable. If your
enterprise falls into this group, starting to plan and test now is your best defense
against unmanageable complexity and unpredictable costs.
2
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
1.2 Do I upgrade or replace
Microsoft offers different upgrade paths for licenses and software that are well
documented at:
http://www.microsoft.com/windows/products/windowsvista/buyorupgrade/upg
radepaths.mspx
We will not deal with license upgrade paths here, but take a look at upgrading the
technology.
The workstation options are summarized in Figure 1-1 on page 4.
In the cases where people are upgrading from Windows NT®, Windows 2000, or
some variants of Windows XP, they will have to install the Vista OS from scratch
using the techniques mentioned in the chapters that follow. This process would
typically involve:
1.
2.
3.
4.
Saving user files and settings of donor machine
Assessing whether the machine is ready for an upgrade
Upgrading the machine to Vista
Restoring the user files and settings to the new operating system.
Only in the case where the original machine was Windows XP Home or Windows
XP Professional can the OS be upgraded in place.
Chapter 1. Installing Vista systems
3
Figure 1-1 Technical upgrade options to Windows Vista™
Upgrading the operating system using an unattended profile will exploit the native
function of the unattended installation process to migrate user settings and
preserve user files.
1.3 Creating an unattended Windows Vista profile
The main purpose of Tivoli Provisioning Manager for OS Deployment is to deploy
an operating system on client computers by replicating a reference system.
However, unattended installation of an operating system is also possible.
If you decide to create an unattended Windows Vista installation profile, Tivoli
Provisioning Manager for OS Deployment does not replicate a reference system.
You will have to provide all of the details that the Tivoli Provisioning Manager for
OS Deployment server would need to walk through an installation of a Windows
Vista operating system.
Note: Unattended installation effectively means native installation.
4
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
All the installation tasks are executed from the Tivoli Provisioning Manager for
OS Deployment server.
Creating unattended installation profiles is easier than cloning profiles. However,
Tivoli Provisioning Manager for OS Deployment's native mode of operation is
centered around cloning-mode system profiles, because this method of
deployment is faster than unattended installation. When deploying computers on
a large scale, unattended installation is not possible.
We will cover the Windows Vista profile in two steps:
򐂰 Profile creation
򐂰 WinPE software package creation
1.3.1 Profile creation
To create an unattended Windows Vista profile:
1. Launch the Tivoli Provisioning Manager for OS Deployment Web console
(Figure 1-2 on page 6). It can be done in two different ways:
a. Remotely from your Internet browser using the syntax http://TPM server
name:8080.
b. Locally from your from Tivoli Provisioning Manager for OS Deployment
server by selecting Start → Programs → IBM Tivoli Provisioning
Manager → Web console.
Chapter 1. Installing Vista systems
5
If you are connecting to the Web console for the first time, take a few minutes
to read important informations by clicking the First time console user link,
as shown in Figure 1-2.
Figure 1-2 Launching the Tivoli Provisioning Web console
2. Log on with the user ID and password that you have specified during the Tivoli
Provisioning Manager for OS Deployment installation if you have not yet
created another user ID.
6
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
3. Click OS Deployment and select Profiles. Then, click the New Profile button
at the bottom of the window. You will get the window shown in Figure 1-3. A
wizard will guide you through the different steps of creating a profile. We are
going to explain all these steps in detail.
Figure 1-3 Creating a new System profile
4. Select the type of profile to be created, an Unattended setup (scripted
install) in our case, as shown in Figure 1-4, and click Next.
Figure 1-4 Choosing the deployment mode
Chapter 1. Installing Vista systems
7
5. Select the deployment mode, namely A Windows Vista system profile in
our case, as shown in Figure 1-5, and then click Next.
Figure 1-5 Choosing the operating system type
6. The wizard will ask you to specify the folder where the Windows setup files
are located, as shown in Figure 1-6. In the example below, we copied all the
CD content on disk in the C:\temp\Code-Vista directory. Click Next.
Figure 1-6 Specifying where the Windows Vista setup files are located
8
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
7. Next, the wizard informs you which version was found in the directory you just
provided. Click Next. See Figure 1-7.
Figure 1-7 Version found
8. You must then specify a size for the Windows Vista partition. This can be
done as a fixed MB size or as a percentage of the total disk space. In the
example shown in Figure 1-8, we select a percentage.
Figure 1-8 Partition sizes specification
Chapter 1. Installing Vista systems
9
9. Figure 1-9 shows that you must select parameters for this new partition.
Specify the format as FAT16, FAT 32, or NTFS, as well as the size, and click
Next.
Tip: If you choose a value of 100%, you will have the possibility to restore your
profile on any kind of hard disk size.
Figure 1-9 Selecting parameters for the partition
10
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
10.Click the radio button next to the partition you want to use as the target
partition for Windows to complete the partition layout process (Figure 1-10).
Figure 1-10 Selecting the partition
11.For a later fully unattended installation, you must enter a valid Windows
Product Key, as shown in Figure 1-11, and click Next.
Figure 1-11 Windows Product Key
Chapter 1. Installing Vista systems
11
12.You can then configure some fixed properties, such as registered owner and
time zone, as shown in Figure 1-12. Click Next.
Figure 1-12 Fixed properties
13.The next window (Figure 1-13) allows you to specify a custom configuration
file with custom settings that you would like to use in your system profile.
Tivoli Provisioning Manager for OS Deployment will automatically patch this
file with host-specific settings. If you do not need it, click Next to skip this step.
Figure 1-13 Custom setup configuration file
12
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
14.Figure 1-14 shows that you will be asked to enter a description for your
system profile, such as “Windows Vista Enterprise”.
Figure 1-14 System profile description
15.Click Next to start the creation of the unattended setup profile. It might take a
few moments for Tivoli Provisioning Manager for OS Deployment to create the
archive containing all the files required for Windows installation (see
Figure 1-15).
Figure 1-15 Profile packaging in process
Chapter 1. Installing Vista systems
13
16.The next window (Figure 1-16) displays a message indicating that the system
profile has been successfully created. A WinPE Software Package is required
to deploy a Vista profile. Click here in order to switch directly in the Software
Package wizard, as shown in Figure 1-16. You do not have to worry If you
have already clicked Finish; you still have the possibility to create this
package from the Software packages link in your Web console, as described
in 1.3.2, “WinPE software package creation” on page 14.
Figure 1-16 Profile successfully created
1.3.2 WinPE software package creation
If you had just created your Vista profile, you are probably just coming from the
step described in Figure 1-16. In such a case, you just have to continue with this
section and go through the next steps described in the following pages.
In the opposite case, you just need to start the Software Package wizard by
selecting OS Deployment → Software packages and selecting New
software → Windows Vista → A custom action on the target computer → A
WinPE 2.0 Ramdisk image. You can then continue with the same windows from
Figure 1-18 on page 16 until the end of this section.
14
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
17.Read the information provided here about WinPE and click Next, as shown in
Figure 1-17.
Note: Microsoft Windows Preinstallation Environment (Windows PE) 2.0
provides preparation and installation tools for the Microsoft Windows Vista
operating system.
Microsoft WinPE is a minimal OS, based on the Windows XP kernel, that
replace MS-DOS® during the initial OS installation stages beginning with
Vista OS, which is known as Longhorn. It provides a GUI environment during
the entire installation instead of the old text-based screen prompts that are
common during the initial setup of earlier Windows installations.
Figure 1-17 Information about WinPE
18.You need to specify where the Vista source code is located and then click
Next, as shown in Figure 1-18 on page 16. This window shows different
possibilities. Most of them will require the Web Interface Extension to be
installed.
Chapter 1. Installing Vista systems
15
Figure 1-18 Vista code location
19.A default description is provided by the product, as shown in Figure 1-19. You
can modify it to fit with your naming conventions and then click Next.
Figure 1-19 Description of the WinPE Software Package
16
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
20.A default name is also provided for your package as it will be stored on the
server side. We modified it in a more meaningful name, as shown in
Figure 1-20. Click Next.
Figure 1-20 Naming the software package
21.The software package generation starts. It should take a few minutes,
depending on your computer speed.
Figure 1-21 WinPE package generation
Chapter 1. Installing Vista systems
17
22.At the generation completion, you will get a window as shown in Figure 1-22
explaining how to bind this package to individual targets. Click Finish.
Figure 1-22 Successful creation of the software package
23.Select OS Deployment → Software packages to see your new package, as
shown in Figure 1-23
Figure 1-23 Control of the software package creation
18
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
24.To get detailed description of this package, double click it, and you will get the
window shown in Figure 1-24.
Figure 1-24 Detailed description of the software package
25.At this point, you have created an unattended Vista profile and a specific
software package WinPE that has been requested for a deployment of a Vista
operating system. Before you can deploy this new image on a target, you will
have to configure it properly. Please refer to 1.4.3, “Configuring the system
profile” on page 32. This section is useful for both the unattended and cloning
installations.
1.4 Creating a cloning Windows Vista profile
Tivoli Provisioning Manager for OS Deployment's native mode of operation is
centered around cloning-mode system profiles. Deployment through the cloning
method is faster than an unattended installation. The cloning-mode system
profiles are more efficient for deployment than unattended installation system
profiles.
Cloning a Vista profile consists of taking an image of a computer containing a
running and configured version of Windows Vista. Then, run the profile creation
from the system to be cloned using a Tivoli Provisioning Manager for OS
Deployment Administrative Toolkit that is distributed to the clone host by the
Tivoli Provisioning Manager for OS Deployment server.
Chapter 1. Installing Vista systems
19
This section will guide you through the three main steps to create a system
profile based on the Windows Vista Client:
򐂰 Preparing the system
򐂰 Capturing the system image
򐂰 Configuring the system profile
1.4.1 Preparing the system
Tivoli Provisioning Manager for OS Deployment does not perform any cleanup on
your machine. Before you can clone your Vista machine, you need to make sure
that the system is as clean as possible before you start.
Typically, this means that you need to:
򐂰
򐂰
򐂰
򐂰
Empty the machine recycle bin.
Delete the Internet cached files (cookies and history).
Delete your temporary directories and files.
Disconnect any network shares and remote printers.
Also be aware that the account named Administrator needs to exist in the
machine to be cloned, but it will be disabled by Vista as a part of the deployment
process, so you need to have an additional account belonging to the
Administrator group in order for the deployment process to work properly.
You will then be ready to run a Microsoft utility called Sysprep on this system,
which will be considered your reference OS.
Windows Vista only allows you to run Sysprep on the operating system three
times. After that, the Sysprep tool refuses to start, so always start from your
original reference image.
20
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Microsoft Sysprep for Windows Vista is available on every installed Vista OS. The
following steps will allow you to start the Sysprep utility:
1. Close all the open applications and run the Sysprep executable file located in
the C:\windows\system32\sysprep directory. Windows Vista asks for your
permission to continue. Click Continue. See Figure 1-25.
Figure 1-25 User Account Control
Chapter 1. Installing Vista systems
21
2. In the System Preparation Tool pop-up, select the following options, as shown
in Figure 1-26:
a. Select Enter System Audit Mode from the System Cleanup action
drop-down menu.
b. Select the Generalize check box.
c. Select Shutdown from the Shutdown Options menu.
d. Click OK.
3. The Vista system should shut down automatically and become ready to
capture the image.
Figure 1-26 System Preparation
1.4.2 Capturing the system image
1. You now need to start your reference Windows Vista system and boot it to the
network so that the Tivoli Provisioning Manager for OS Deployment server
can discover and manage it.
When you boot your computer, the BIOS looks for the boot priority in the
configuration. If it is configured to boot first on disk, it must be overridden
simply by pressing the F12 or ESC keys just at the beginning of the boot
sequence.
22
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Once the Tivoli Provisioning Manager for OS Deployment server catches the
system, a window appears on the Vista machine, as described in Figure 1-27.
Figure 1-27 Boot in the network
2. After the Tivoli Provisioning Manager for OS Deployment server identifies the
computer and writes a basic hardware scan data into the Tivoli Provisioning
Manager for OS Deployment database, the guest will display a window, as
shown in Figure 1-28.
Note: If you have several PXE servers in your architecture, you must verify if
the IP address displayed in the upper right part of the window matches the
PXE server you expect to use.
Figure 1-28 Guest identification
Chapter 1. Installing Vista systems
23
3. You now need to log on to your Tivoli Provisioning Manager for OS
Deployment Web console from a Web browser using the syntax http://TPM
server name:8080 or from your from Tivoli Provisioning Manager for OS
Deployment server by selecting Start → Programs → IBM Tivoli
Provisioning Manager → Web console.
4. Select OS Deployment and then Host Monitor in the left pane, as shown in
Figure 1-29.
Figure 1-29 Access to the targets
5. Select the newly discovered system in the Host Monitor view and choose
Start admin toolkit from the left margin menu, or right-click the discovered
host and select Start admin toolkit from the pop-up menu, as shown in
Figure 1-30.
Figure 1-30 Launching the admin toolkit
24
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
6. The window shown in Figure 1-31 will be displayed. If you want to bind the
Administrator Toolkit to the template server, you can do so by checking Bind
the Administrator Toolkit to selected hosts. This has the effect of causing
the admin toolkit to launch on the Tivoli Provisioning Manager for OS
Deployment client whenever the network boots from the Tivoli Provisioning
Manager for OS Deployment server. This might be useful if you need to
perform extra work on the template server. Otherwise, you will need to
download the admin toolkit to the client each time you need to adjust the
profile.
Uncheck the option Try to wake-up hosts currently powered off and click
OK.
Figure 1-31 Start Admin Toolkit
Chapter 1. Installing Vista systems
25
7. Go back to your reference Vista machine. You should see the window shown
in Figure 1-32. Select the Make a new image icon. You can also, in this
window, modify the disk partition or restore an image that has been previously
saved.
Figure 1-32 Image creation
8. The Image Creation menu is then displayed (Figure 1-33). Click the icon to
select the Create a System Profile.
Figure 1-33 System profile creation
26
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
9. In Description field, press the Esc key to erase its content. Then type
“Windows Vista” and click Next. (Figure 1-34). You can enter a description of
your profile in the Comment field.
Figure 1-34 Naming your profile
10.The “Model name” field is automatically populated. For screen capture
purposes in this IBM Redpaper, you can see that we are working with
VMWare tools. Tivoli Provisioning Manager for OS Deployment has
automatically populated the Model name. You can leave it as is if you want to
deploy the profile only on this particular model. You can also erase this if the
image has to be installed on different kind of material without any
verifications.
Chapter 1. Installing Vista systems
27
Click Next, as shown in Figure 1-35.
Figure 1-35 Model name specification
11.Review your profile parameters and click Next, as shown in Figure 1-36. We
have modified the Model name to deploy only the profile on a specific model.
Figure 1-36 Verification
28
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
12.The building of the image will take several minutes and will depend on the
speed of your network, the size of the image, and if any similar images have
already been created. See Figure 1-37.
Figure 1-37 Image building
Chapter 1. Installing Vista systems
29
13.If you look at the bottom of the window, you will see a Tivoli icon, as shown in
Figure 1-38. This icon hides some very useful features. You can either launch
a console locally to check the different steps for image cloning.
All these detailed messages can also be uploaded on the server by selecting
the Upload console option. This log can be useful for analysis purpose. You
can access the log from your Web console.
a. Select OS Deployment → Host Monitor → Host details.
b. Click the Logs tab and select the log corresponding to your image cloning.
c. The download option gives you the possibility to save this log where you
want.
Figure 1-38 Checking the image building
14.You will then be able to verify the successful creation of your image, as shown
in Figure 1-39. Click OK.
Figure 1-39 Successful creation of an image
30
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
15..Click Exit Administrator Toolkit, as shown in Figure 1-40.
Figure 1-40 Main functions menu
16.To exit from the Administrator Toolkit, select one of the options that is the most
convenient for you. Figure 1-41 shows that you can either turn off the
computer or reboot it with the possibility to enforce a boot on Vista.
Figure 1-41 Exit menu
Chapter 1. Installing Vista systems
31
17.Now, go back to your Tivoli Provisioning Manager for OS Deployment Web
console and select OS Deployment → Host Monitor, as shown in
Figure 1-42. You will see a green color for your host, which means that your
OS capture is successfully completed. Different colors can be seen here
depending on the activity.
Figure 1-42 OS capture is successfully completed
1.4.3 Configuring the system profile
A profile needs to be configured before it can be deployed on a target. This is
true for both the Unattended and Cloning profiles.
1. Select the profile you want to configure and click the Configure link, as
shown in Figure 1-43.
32
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Figure 1-43 Profile selection for configuration
2. Select the Edit link in the Fixed host properties section, as shown in
Figure 1-44.
Chapter 1. Installing Vista systems
33
Figure 1-44 Fixed host properties access
3. You can enter different regular expressions or provide variable substitution
here. For example, the [IP] variable in the Hostname field automatically
inserts the machine assigned IP address.
You can also concatenate a fixed field with these variables.
Examples:
Vista-[IP] could give Vista-9.1.2.3.
In the section "Setting up profile configurations and fixed common
parameters", in Tivoli Provisioning Manager for Operating System
Deployment Guide (Fix Pack 1), SC32-2582, you will see that you can also
use the [MAC], [SN], [AT] keywords for the MAC address, Serial Number, and
Asset Tag to identify your target. A range extension is also supported by each
of these keywords.
Moreover, if you need more flexibility, you can create different kinds of
associations through a feature available in the Tivoli Provisioning Manager for
OS Deployment. To do this task, select OS Deployment → Host Monitor
and launch the Export hosts feature at the bottom of the window to export
34
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
your existing hosts definitions to a .csv file. You can use this file as a model to
create your own .csv file and then import a list of new hosts using the Import
hosts function. An example could be to create a list with only the SN and the
IP fields.
In our example, we selected the following parameters, as shown in
Figure 1-45, and clicked OK.
– Host name: Vista-[IP]
– TCP/IP mode: Use a dynamic IP address (DHCP)
Figure 1-45 Fixed host properties info
Chapter 1. Installing Vista systems
35
4. Then select the Edit link from the Windows-specific section. Enter your
product key, Network type, and Administrator name, and click Ok, as shown in
Figure 1-46.
The values specified for window resolution are given in Figure 1-46.
Figure 1-46 Windows-specific information
36
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
5. Select the Edit link from the Fixed user properties section. Figure 1-47 gives
you an example of how the form can be filled. There are also four freely
configurable user categories that can be used to store information regarding
the user (such as position, department, and location), and that can be used in
the software matching mechanism (automatic binding rules). Click Ok.
Figure 1-47 Fixed user properties
1.5 Deploying a Windows profile
Before deploying a profile on a target computer, you will have to specify how your
profile is going to deployed. In Tivoli Provisioning Manager for OS Deployment,
this is done through a deployment scheme.
The following sections will describe how to create a deployment scheme, how to
register new target hosts in your Tivoli Provisioning Manager for OS Deployment
server database, and will also show an example of Vista deployment.
Chapter 1. Installing Vista systems
37
1.5.1 Creating a deployment scheme
Deployment schemes allow an administrator to create different deployment
methods. For example, you can ensure that the deployment user must specify
the host name for each deployment:
1. Select OS Deployment → Deployment schemes in the left pane of the
window, as shown in Figure 1-48.
Figure 1-48 Creating/Browsing the deployment schemes
2. Select New scheme at the bottom left hand side and enter a name for this
new scheme. Click Next, as shown in Figure 1-49.
38
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Figure 1-49 Naming your deployment scheme
3. Even if we are deploying an unattended profile, we can still ask to edit the
host-specific parameters (such as the host name, user name, and so on)
interactively at the time of the deployment.
Indeed, the typical use of Tivoli Provisioning Manager for OS Deployment
involves configuring the target hosts to boot from disk first: occasionally, you
will press F12 at startup to boot from the network when a deployment is
needed. You should select the Always edit host-specific parameters
interactively option to avoid repeated deployments of the OS on your
machine that will happen without any user option to halt this looping process.
If you do not want to follow the typical way described above and you prefer
configuring your hosts to always boot first from the network, you must activate
the Boot on hard-disk option in the Boot settings of your host definition after
the deployment is completed. If this is not done, these hosts will return to the
window that prompts you to deploy the image again, giving us a loop in the
process. In this case, you should choose the Never edit parameters, run the
deployment unattended option. This will then give you a zero touch
installation scenario.
Select Always edit host-specific parameters interactively and then Next,
as shown in Figure 1-50.
Chapter 1. Installing Vista systems
39
Figure 1-50 Unattended deployment
40
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
4. Now, you can get Tivoli Provisioning Manager for OS Deployment to do
Hardware and Software inventory on the target. You have many different ways
to decide when it must be performed and what level of information you want to
collect. See Figure 1-51 for an example and click Next.
Figure 1-51 Hardware and Software inventory parameters
5. You can also decide whether a few tasks must be done by the user and
manage the state of your target at the end of the deployment. The window in
Figure 1-52 shows the default options. Click Next.
Chapter 1. Installing Vista systems
41
Figure 1-52 Controlling the target after deployment
6. Tivoli Provisioning Manager for OS Deployment allows you to control the
network bandwidth when you deploy your profiles, as shown in Figure 1-53.
Chapter 11, “Customizing deployment schemes”, in Tivoli Provisioning
Manager for Operating System Deployment Guide (Fix Pack 1), SC32-2582
gives you all the details about these options.
Figure 1-53 Networking mode
42
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
7. This window gives you the possibility to enable the Redeployment feature of
Tivoli Provisioning Manager for OS Deployment on your target. In our
example, we leave the option unchecked and we click Next, as in Figure 1-54.
Figure 1-54 Redeployment feature implementation
8. You will then get the last window saying your deployment scheme is now set.
Just click Finish to close the wizard.
9. You can still verify your new deployment scheme (do not forget to select it in
the list), and eventually edit parameters before using it in a deployment. If you
wish to do so, go to OS Deployment → Deployment schemes in the left
pane of your console, as shown in Figure 1-55.
Chapter 1. Installing Vista systems
43
Figure 1-55 Viewing and modifying Deployment schemes
1.5.2 Registering hosts in Tivoli Provisioning Manager for OS
Deployment server
If your target is already known to Tivoli Provisioning Manager for OS Deployment
server, you can skip directly to 1.5.4, “Deploying a Vista profile” on page 50.
Otherwise, Tivoli Provisioning Manager for OS Deployment offers different
techniques to register new hosts (targets) in your server database:
򐂰 Boot the target in the network to automatically register it.
44
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
To boot in the network, press the F12 or ESC keys just at the beginning of the
boot sequence.
Chapter 1. Installing Vista systems
45
򐂰 Manually register a host or a range of hosts from the Web console.
Select OS Deployment → Host Monitor and click Register new hosts at
the bottom of the page to get the window shown in Figure 1-56.
You can specify either the MAC address, IP address, Serial number, UUID, or
any combination of them.
Figure 1-56 Registering a host manually
Tip: When can it be useful to manually register a new host?
This situation may arise when automatic registration does not work with some
type of hardware. Some older versions cannot support some new features,
such as the Enhanced PXE feature. You can disable this feature once you
have manually registered your new host and before you start the deployment.
Select OS Deployment → Host Monitor, select your host in the Host
Monitor list, select View host details, edit the Boot Settings, and check the
Disable enhanced PXE access option.
46
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
To register hosts as an IP range, click the appropriate link, as shown in
Figure 1-57. Specify a starting address and a Count. Click Register. You will
get nine new hosts registered from IP address 9.3.4.120 to 9.3.4.128.
Figure 1-57 Registering hosts as IP range
򐂰 Import a list of hosts from a .csv file.
You need to know the format of the file recognized by Tivoli Provisioning
Manager for OS Deployment. Select OS Deployment → Host Monitor and
click Export hosts at the bottom of the page. You will be allowed to save a
hostexport.csv file where you want to save it.
Analyze this file as a template before creating your own .csv file. To import it,
click Import hosts at the bottom of the page.
Tip: When can it be useful to import a list?
You can parse the hostexport.csv file with a script and create a new .csv to
industrialize your deployments by, for example, specifying an association
between Serial Number and Hostnames.
1.5.3 Creating a new user through a software package
At the end of the deployment of the Vista profile on your new target, you can
expect to have an additional local user created with the standard Administrator
account. You can manage this requirement by creating a software package
before proceeding to the deployment phase.
1. Select OS Deployment → Software packages → new software.
Chapter 1. Installing Vista systems
47
2. Check the following options in the Software Package Wizard:
– Windows Vista.
– A custom action on the target computer.
– A configuration change to perform on the target computer (a registry
patch, a command to execute, and so on).
– Execute a single command.
3. Enter a name and a description for your new software package, as shown in
Figure 1-58.
Figure 1-58 User creation through a software package
48
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
4. Specify when you wish to execute your software package and enter the exact
command line entry to create your local user, as shown in Figure 1-59. Click
Next, and you will get a window saying that your software package has been
successfully created.
Figure 1-59 User creation command line
5. Click Finish to exit the software wizard. Now you will be able to see your new
software package in the “Software packages” list, as shown in Figure 1-60.
Figure 1-60 New software package created
6. In order to get this user created at the end of the Vista profile deployment, just
remember we will have to bind this new software package during the next
phase, which is described in “Deploying a Vista profile” on page 50.
Chapter 1. Installing Vista systems
49
Important: The method shown above is one way of creating a user, in order to
fulfill this Vista requirement. There is also an alternative way to create a user
with the Tivoli Provisioning Manager for OS Deployment. To use this method,
do the following:
Open a Vista profile, then open the associated configuration page. You will
see an option called "Create a local account for the user". If you set this
option, a user will automatically be created, using the field "Full Name" as the
username.
1.5.4 Deploying a Vista profile
To be ready to be used by a user, a computer must have the operating system
installed at the end of the deployment, as well as the required applications and
drivers.
Deployment is a process of installing a profile on a computer. When the
deployment is complete, the operating system is installed and ready to be used
by the user defined for this host in the database. In addition to the operating
system, Tivoli Provisioning Manager for OS Deployment allows you to install the
required application packages and drivers as part of the initial deployment.
We will use the automatic registration technique of a new target in the following
example:
1. To register your new target host, you first need to boot it in the network (by
pressing the F12 or ESC keys just at the beginning of the boot sequence, as
shown in Figure 1-61). You will see a new entry in the Host Monitor list. You
just have to select it, right click, and select Deploy now.
50
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Figure 1-61 Starting the deployment from the Web console
Chapter 1. Installing Vista systems
51
2. You will get the window shown in Figure 1-62.
a. Select the Deployment scheme that you created earlier in 1.5.1, “Creating
a deployment scheme” on page 38.
b. Select the profile you want to deploy on the target.
c. Remember that we also want to install a WinPE software package and
create a customer user on this target. Click the Edit manual software
binding link, and you will get the window shown in Figure 1-63.
d. Select the software packages you wish to deploy along with the OS and
click OK to come back to the Start deployment window.
e. Click OK to start the deployment.
Figure 1-62 Selecting deployment scheme, profile, and software packages
52
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Figure 1-63 Selecting the software packages to deploy
3. Now, you will be able to see the window shown in Figure 1-64 on your target
computer. It will take several minutes and several boots before you see Vista
running on your target. Some times, this may take little more time. You can
access the same features here as previously described during the cloning
profile creation in Figure 1-38 on page 30.
You will have to remember the following features:
Click the red Tivoli icon at the bottom left hand corner of the window. You can
launch a console locally to see what is happening after selecting the Show
Console option in the menu. This does not affect the deployment process.
You can also upload all this detailed information about the server by selecting
the Upload console option. You will then have the ability to access the log
from your Web console.
a. Select OS Deployment → Host Monitor → Host details.
b. Click the Logs tab and select the log corresponding to your image
deployment.
c. The download option allows you to save this log where you want to save
it.
Chapter 1. Installing Vista systems
53
Figure 1-64 Unattended Vista profile deployment
54
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Related publications
The publications listed in this section are considered particularly suitable for a
more detailed discussion of the topics covered in this IBM Redpaper.
IBM Redbooks publications
򐂰 Deployment Guide Series: Tivoli Provisioning Manager for OS Deployment
V5.1, SG24-7397
Other publications
These publications are also relevant as further information sources:
򐂰 Tivoli Provisioning Manager for Operating System Deployment Guide (Fix
Pack 1), SC32-2582
Online resources
These Web sites are also relevant as further information sources:
򐂰 Upgrade paths for Vista:
http://www.microsoft.com/windows/products/windowsvista/buyorupgrade/
upgradepaths.mspx
How to get IBM Redbooks publications
You can search for, view, or download IBM Redbooks publications, IBM
Redpapers, Technotes, draft publications and Additional materials, as well as
order hardcopy IBM Redbooks publications, at this Web site:
ibm.com/redbooks
© Copyright IBM Corp. 2007. All rights reserved.
55
Help from IBM
IBM Support and downloads
ibm.com/support
IBM Global Services
ibm.com/services
56
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Index
Symbols
.NET Framework 3.0 2
A
attended installation profile 5
B
O
older versions of Windows 2
P
preserve user files 4
Profile creation 5
locally 5
remotely 5
BitLocker 2
C
cloning
advantages 19
versus unattended installation 5, 19
Windows Vista 19
cloning-mode system profiles 19
cookies 20
creating a cloned profile
Windows Vista 19
creating an unattended profile
Vista 19
E
empty the recycle bin 20
R
Redbooks Web site 55
Contact us ix
S
Security Development Life cycle (SDL) 2
Software Package WinPE 19
Software Package wizard 14
Sysprep executable file 21
Sysprep tool 20
Sysprep utility 21
System Image 20
T
install the Vista from scratch 3
integrated client security 2
Internet cached files 20
temporary directories 20
Tivoli Provisioning Manager for OS Deployment
4–5, 12–13
native mode of operation 19
Web console 5
Trustworthy Computing Initiative 2
M
U
I
Microsoft 3
Microsoft Vista 2–3
license upgrade path 3
multi-tiered rights management 2
N
native installation 4
network shares 20
© Copyright IBM Corp. 2007. All rights reserved.
unattended installation
Vista 5
unattended installation profile
Vista 5
V
Vista 1–2, 4
Vista upgrade paths 3, 55
Vista's Aero Glass interface 2
57
W
Windows 2000 3
Windows Communication Foundation (WCF) 2
Windows NT 3
Windows Vista Client 20
Windows Vista profile 5
Windows Workflow Foundation (WWF) 2
Windows XP 3
Z
zero touch installation 39
58
Vista Deployment Using Tivoli Provisioning Manager for OS Deployment
Back cover
Vista Deployment Using
Tivoli Provisioning Manager
for OS Deployment
Learn Vista
deployment using
TPM for OS
Deployment
Experiment with
cloning and
unattended profies
Learn best practices
and tips
Tivoli Provisioning Manager for OS Deployment provisions
operating systems and applications to computers using the
Pre-boot eXecution Environment (PXE) industry standard for
bare-metal installation. A bare-metal installation eliminates
the need for an operating system to be present on a local
disk drive. Tivoli Provisioning Manager for OS Deployment is
a turn-key solution to the most common provisioning issues
and provides an easy to use, turn-key solution for education,
SMB, or larger accounts.
In this IBM Redpaper, we discuss how to deploy Vista,
Microsoft's newest operating system, using Tivoli
Provisioning Manager for OS Deployment.
Note that this IBM Redpaper is specifically geared to IT
Specialists who will be working on Vista deployment
projects. For a full discussion of Tivoli Provisioning Manager
for OS Deployment, including installation, customization, and
other product integrations, refer to Deployment Guide Series:
Tivoli Provisioning Manager for OS Deployment V5.1,
SG24-7397.
®
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BUILDING TECHNICAL
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from IBM, Customers and
Partners from around the world
create timely technical
information based on realistic
scenarios. Specific
recommendations are provided
to help you implement IT
solutions more effectively in
your environment.
For more information:
ibm.com/redbooks
REDP-4295-00