Transcription

Integrating Microsoft Deployment Toolkit 2012(MDT 2012) in the Dell FactoryUser GuideJuly 2012

Introduction to MDT 2012 OSD in Dell FactoriesIntroduction Microsoft Deployment Toolkit 2012 (MDT) provides a common console with acomprehensive toolset for Operating System Deployments (OSD). MDT 2012 isa recommended process and toolset to create and modify images for client andserver systems.ProcessMDT OSD Dell Factory pre-load options include:Requirements Initiate task sequence during Dell's Factory process (before shipment).Reduces deployment time by pre-loading the OSD and by running mostof the task sequence within the Dell factory. PC deployment networkbandwidth usage is also greatly reduced. This document focuses on thisoption, how to integrate your task sequence with Dell’s factory process(enabling the task sequence to run within Dell’s factory process). Initiate task sequence on first boot (after receiving the system). Savestime and network bandwidth required to download the OSD to eachsystem on-site. If you have a production MDT OSD this may be thefastest path to begin loading your OSD in the factory.ConfigurationOSD MapDriversImportant notice for customers initiating Task SequenceExecution on first boot:This document does not apply if you plan to initiate your tasksequence on first boot (after receiving the system). Pleasecontact your Configuration Services Project Manager forinstructions on sending your MDT OSD media to Dell to beginyour project setup.CS EnablementPost-DeliveryCreate MediaValidate MediaDell Configuration Services simplifies IT for Administrators utilizingMicrosoft Deployment Toolkit 2012 by enabling a single sourceprovisioning solution for all deployment scenarios.Administrators can also leverage MDT 2012 to reduce the number of OSimages your company must create and manage. The flexibility of MDTenables Administrators to manage the OS, drivers, applications, andpatches within a single gefficiencyBetter experiencefor administratorsand end usersThe intended users of this guide are Dell customersIntegratingMDT 2012in the Dell Factory IT network administrators or managers using MDT 2012 to performOperating System Deployments within an organizationAdministrators must have experience:Page 2 Requirement Availability varies by country. 2012 Dell Inc.All rights reserved.Creating, deploying and validating images on Dellclient systemsCreating and validating stand-alone media builds froman MDT 2012 Task Sequence

Configuration Services MDT 2012 OSD Process OverviewIntroductionThe following process outlines the basic steps required to integrate anMDT 2012 OSD Task Sequence with the Dell Factory.ProcessRequirementsConfigurationOSD MapDriversStep 1:Modify your current task sequence to includeConfiguration Services requirements detailed inthis documentStep 2:Create Standalone media of your task sequence andsend it to the Dell Configuration Services teamCS EnablementStep 3:Post-DeliveryCreate MediaValidate MediaDell IMS engineers will work with you to validate yourTask Sequence modificationsStep 4:Dell Configuration Services team imports your standalone media for use in the factory on systems you orderStep 5:Your build is placed on systems you have ordered andthey are booted while in the factory to launch thebuild processStep 6:When the factory portion of the build is complete, thesystems are shipped directly to your end usersStep 7:IntegratingMDT 2012in the Dell FactoryPage 3The end user receives their system, connects it toyour network and powers it onStep 8:Stepbuild8: process continues with any steps thatThebuild processcontinueswith (e.g.,any omain)networkconnectivity(Domainjoins, etc.) beforebeforeallowingthe userto logonallowing the user to logonAvailability varies by country. 2012 Dell Inc.All rights reserved.The

Configuration rationOSD MapDriversCS EnablementMDT 2012 Task Sequences must support these requirements to initiatetask sequence execution within the Dell Factory.Selection ProfilesSelection Profiles are used to control what the content included in anymedia that is created. Create folders in the Deployment Workbench thatcontain one or more items for applications, operating systems, devicedrivers (Out-of-Box Drivers), OS Patches and Language Packs (Packages) aswell as task sequences. A selection profile will be used as the basis forcreating the MDT 2012 deployment media.Prepare for a New Computer Deployment ScenarioManaged device driver deployments ensure that appropriate devicedrivers are deployed to the target computer. Post-Delivery Create Media Validate Media Create a folder structure in the Out-of-Box Drivers node ofthe Deployment Workbench to organize the device driversas described in the MDT Documentation Library help file(Managing Device Drivers section).Create Folders to Organize Device Drivers for LTIDeploymentsCreate selection profiles used to select the device driversfor deployment, based on the folder structure you createdin the previous step (as described in the MDTDocumentation Library help file).Create selection profiles to select the Device Drivers for LTIDeployments.Configure task sequences to deploy the device drivers inthe selection profiles (as described in the MDTDocumentation Library help file).Configure Task Sequences to deploy device drivers inselection profiles for LTI deployments.Apply the Stand-Alone Media Build to an offline PC andvalidate the build process IntegratingMDT 2012in the Dell FactoryValidate your task sequence before adding the steps forDell Configuration Services.After successfully completing the stand-alone media build,validate that the steps you modified are working properly(e.g.: Device driver injection and CS Steps.)Page 4Be sure to spell / type variables and group names correctly.ImportantAvailability varies by country. 2012 Dell Inc.All rights reserved.Be sure to add the spaces and dashes as indicated in thegiven examples.

Configuring a Standalone Media onfigurationOSD MapDriversFor successful factory integration, you need to modify a standard task sequence sothat it performs properly in the Dell factories. This section walks you through thebasic process of making the necessary modifications to the Task Sequence.Standard Task SequenceA Standard Task Sequence is created when you select the Standard Client TaskSequence Template to modify your existing task sequence.Restriction: Using multiple task sequences to deploy the same OS should beavoided because it increases the deployment solution complexity.The highlighted sections runbased on task sequenceCS Enablementconditions. For example, if youselect the task sequence groupPost-DeliveryCreate MediaState Capture and click theOptions tab, that step will runonly if the task sequencevariable PHASE equalsSTATECAPTURE. This variable isValidate Mediaconfigured automatically at thestart of the task sequence.Typically, new computerdeployment scenarios skip thisstep. Take a few minutes toreview the other conditionalstatements and become familiarwith the flexibility of the tasksequencerIntegratingMDT 2012in the Dell FactoryPage 5Availability varies by country. 2012 Dell Inc.All rights reserved.

CS Enabled MDT 2012 OS Deployment MapIntroductionProcessRequirementsConfigurationOSD MapDriversCS EnablementPost-DeliveryCreate MediaValidate MediaCS Enabled MDT OSD MapThis map illustrates what actions are required in order to enable a current OSD tasksequence for Dell factory integration. The map should be used as a quick referencewhen configuring a task sequence with the Dell factory process.IntegratingMDT 2012in the Dell FactoryPage 6Availability varies by country. 2012 Dell Inc.All rights reserved.*Admins are not required to disable these steps as they may require the execution ofthese tasks in a production environment. Dell recommends that the Admin establishes atask sequence variable “CFI” to control when tasks will be run, and when tasks will beskipped (e.g., skip these tasks when CFI TRUE).All software packages must be enabled for offline deployment during the factoryprocess. The system will be running the Task Sequence in the factory without networkconnectivity. If you have a package that requires connectivity to your networkinfrastructure then simply move the task to the “Post-Delivery Configuration” group.This task group will execute when the system is turned on and boots to the operatingsystem for the first time after delivery.

Adding drivers to Support Modelsordered from the Dell FactoryIntroductionProcessRequirementsAdd required driversDrivers will be in either the form of a package that contains .INF files or as an application thatyou must install. Model specific driver packages and combo cabs can be obtained fromDell TechCenter.Note:Configuration1)Import driver .INF files into the Out-Of-Box Drivers node in the DeploymentWorkbench2)Use the MDT 2012 install application process for driver MSI or setup.exe files as youwould any other application3)Create selection profiles to select device drivers during deployments»If a higher folder structure is selected then more device drivers are includedbut an Admin will have less granular control over device drivers deployed»If a lower folder structure is selected then fewer device drivers are included,giving the Admin more granular control over the device drivers deployed.4)Use selection profile names that allow you to easily identify the device driversincluded in them, such as Dell Latitude E3 Series x64 Family Drivers, Dell LatitudeE6410 x64 Drivers, WinPE x64 Drivers, WinPE x86 Drivers.5)Integrate conditions to apply drivers with the use of WMI Queries as shown below:OSD MapDriversCS EnablementPost-DeliveryTo ensure proper support for 512e Advanced Format drives seewww.dell.com/512e-drivesCreate MediaValidate Media»»IntegratingMDT 2012in the Dell FactoryPage 7Availability varies by country. 2012 Dell Inc.All rights reserved.If any conditions are true:select * from Win32 ComputerSystem where Model like “Latitude E6420%”

IntroductionProcessRequirementsConfigurationOSD MapApplying drivers to Support Models orderedfrom the Dell FactoryApply Driver PackageOpen the MDT Deployment WorkbenchExpand Deployment Shares folder structureExpand the Deployment Share intended for use in the Dell FactoryExpand the Task Sequences folder structureIn the main pane, Right Click the Task Sequence intended for use in theDell Factory Properties Task Sequence tabExpand the Pre-Install Group Task Select ConfigureClick Add General Inject DriversClick the Properties tab, enter the following:»At Name, type a description of the model’s Driver Packageo Example: Precision T7500 x64 Driver Injection»At Description, type the driver model»At Choose a Selection Profile, Select the model driver profile from thedrop-down list created in previous stepsSelect “Install all drivers from the selection profile”1)2)3)4)5)6)7)8)Drivers9)CS EnablementPost-DeliveryCreate MediaValidate MediaApply Conditional Statement1)2)3)4)5)Click the Options TabClick Add Query WMIAt WQL Input, type a conditional statement correlating to the model type:»Select * from Win32 ComputerSystem where Model like “Precision T7500%”Click the “Continue on error” boxClick OK ApplyIntegratingMDT 2012in the Dell FactoryPage 8Repeat these steps for each model type to be imaged in the Dell FactoryAvailability varies by country. 2012 Dell Inc.All rights reserved.

Configure Dell CS InitializationIntroductionThe Dell CS Entry group is placed at the beginning of your existing task sequencewithin the Initialization Group and consists of one primary section.ProcessCS InitializationCS IntegrationCS HandoffPost-DeliveryRequirementsConfigurationOSD MapCreate Group – Dell CS EntryFrom the Microsoft Deployment Toolkit navigationalpane, locate the task sequence to integrate with Dell’sfactory process.Drivers1)CS Enablement2)3)4)Post-DeliveryCreate Media5)6)Validate Media7)IntegratingMDT 2012in the Dell FactoryPage 9Availability varies by country. 2012 Dell Inc.All rights reserved.Task Sequence Editor, Select Initialization:»Click Add New Group»At Name type, Dell CS EntryClick Options tabCheck the “Continue on error box”Click Options tab Add Conditions IfStatement All ConditionsClick OK, and then select the created If Statementfor proper nestingClick Add Conditions»Variable CFI»Condition Equals»Value TrueClick OK Apply

Configure Dell CS InitializationIntroductionCS InitializationCS IntegrationCS HandoffPost-DeliveryProcessInitialize Configuration ServicesRequirementsConfigurationOSD MapDriversCS EnablementPost-DeliveryCreate MediaValidate MediaIntegratingMDT 2012in the Dell FactoryPage 10Availability varies by country. 2012 Dell Inc.All rights reserved.Initialize CS copies factory integration files to the systemfor initial build dependencies. Create a Run CommandLine Task Sequence Step called Initialize CS, as shownbelow. Initialize CS should be nested in the Dell CS Entrygroup.1) Task Sequence Editor, Select Dell CS Entry2) Click Add General Run Command Line3) At Properties tab, enter the following:» At Name, type Initialize CS» At Command Line, type CFI START.BAT» At Start in, type C:\4) Click the Options tab5) Check the “Continue on error” box

-Configure Dell CS IntegrationCS InitializationIntroductionProcessCS IntegrationCS HandoffPost-DeliveryCreate Dell CS Integration GroupRequirementsCreate and configure the Dell CS Integration group with theCFI variableConfiguration1) Task Sequence Editor, Select State Restore Group2) Click Add New Group3) Click the Properties tab, enter the following» At Name, type Dell CS Integration4) Click Options Tab Add Task Sequence Variable» At Name, type CFI» At Condition, Select Equals» At Value, type True5) Select the “Continue on Error” box from theOptions tab6) Click ApplyOSD MapDriversCS EnablementPost-DeliveryCreate MediaValidate MediaIntegratingMDT 2012in the Dell FactoryPage 11Availability varies by country. 2012 Dell Inc.All rights reserved.

Configure Dell CS HandoffIntroductionCS InitializationCS IntegrationCS HandoffPost-DeliveryProcessCreate the “Handoff to CS” TaskRequirementsConfigurationHandoff to CS transfers the MDT process over to theDell Factory for build dependencies and systemshipment1)OSD Map2)3)DriversCS Enablement4)5)Task Sequence Editor, Select Dell CS IntegrationGroupClick Add General Run Command LineClick the Properties tab, enter the following»At Name, type Handoff to CS»At Command Line, type CFI LAUNCH.BAT»At Start in, type C:\Select the “Continue on Error” box from theOptions tabClick ApplyPost-DeliveryCreate MediaValidate MediaCreate the “Restart Computer” Task1)IntegratingMDT 2012in the Dell FactoryPage 12Availability varies by country. 2012 Dell Inc.All rights reserved.2)3)4)Task Sequence Editor, Select Dell CS IntegrationGroupClick Add General Restart ComputerSelect the “Continue on Error“ box from theOptions tabClick Apply

Post-Delivery urationCS InitializationCS IntegrationCS HandoffPost-DeliveryPost-Delivery Configuration GroupThe Post Delivery Configuration group will run when the systemhas shipped and is booted to the Operating System for the firsttime. Include in this group any steps needed to complete yourbuild process. Include a “continue on error” for ALL individualtasks to be run in this group. Below is a list of items typicallyplaced in this group.OSD Map CS Cleanup is required to remove Dell Factory files from thehard drive Recover From Domain Mapping of network shares Application installations that require network connectivity Windows ActivationDrivers1)2)3)CS EnablementTask Sequence Editor, Select State Restore GroupClick Add New GroupAt Name type, Post-Delivery ConfigurationPost-DeliveryCreate MediaCS Cleanup1)Validate Media2)3)4)IntegratingMDT 2012in the Dell FactoryPage 13Example Only:Add any networkinfrastructure dependenttasks you require hereAvailability varies by country. 2012 Dell Inc.All rights reserved.Task Sequence Editor, Select Post-Delivery ConfigurationGroupClick Add General Run Command Line»At Name, CS Cleanup»At Command Line field, enter CFI CLEANUP.BAT»At Start in field, enter C:\DELL\CFIClick Apply OKProceed to add any network dependent tasks after the “CSCleanup” task has run

Create the Deployment MediaIntroductionProcessDeployment Media created from the MDT Workbench will be in the form ofan ISO file. The ISO contains the deployment share’s content folder whichwill be used for deployment in the Dell Factory.The items compiled in the Media are determined by theselection profile assigned to the Media.RequirementsConfigurationOSD MapDriversCS EnablementPost- DeliveryCreate MediaImportantRules established in the Deployment Share are not carriedover to the Media. Admins will be required to input theRules into the Media’s CustomSettings.ini andBootstrap.ini (instructions on the following page)How to Create Deployment Media1) Expand Advance Configuration from the Deployment Workbench2) Expand the Media folder3) Right click the Media folder New Media» At Media path, type a folder path and name of ISO file to begenerated» At Selection Profile, select the desired profile intended fordeployment (instructions on page 5)» Click Next4) At Summary, click Next.Validate MediaIntegratingMDT 2012in the Dell FactoryPage 14Availability varies by country. 2012 Dell Inc.All rights reserved.The Media ISO and the Content folder will only begenerated when the Media has been updated in theDeployment Workbench

Modify the Deployment Media to Automate the LTI tionOSD MapDriversCS EnablementPost-DeliveryCreate MediaValidate MediaIntegratingMDT 2012in the Dell FactoryPage 15Availability varies by country. 2012 Dell Inc.All rights reserved.Dell Configuration Services requires that the OSD is configured to have zero userinteraction throughout the factory process. The following instruction set should beapplied to the CustomSettings.ini and Bootstrap.ini files in the Media Properties. Usethe following illustrations as a reference for customizing the Rules.CustomSettings.ini1) Navigate to the Media folder Select the created Media2) Right click the created Media Properties Click the Rules tab3) At the end of the Settings section, establish the CFI variable» Properties MyCustomProperty, CFI4) At the end of the Default section add the following lines» CFI TRUE» SkipBDDWelcome YES[Settings]Priority DefaultProperties MyCustomProperty, CFI[Default]OSInstall YSkipWizard YESSkipApplications YESSkipAppsOnUpgrade YESSkipDeploymentType YESDeploymentType NEWCOMPUTERSkipCapture YESSkipAdminPassword YESSkipProductKey YESSkipDeploymentType YESSkipDomainMembership YESJoinDomain yourdomain.localDomainAdmin Deployment AccountDomainAdminDomain yourdomainDomainAdminPassword PASSWORDSkipUserData YESUserDataLocation NONESkipTaskSequence YESTaskSequenceID Your TS NameSkipComputerName YESOSDComputerName Variable if usedSkipPackageDisplay YESSkipLocaleSelection YESSkipTimeZone YESSkipBitLocker YESSkipSummary YESCFI TRUEFinishAction SHUTDOWN,REBOOT,LOGOFFSkipSummary YESSkipFinalSummary YESSkipBDDWelcome YESBootstrap.ini5) Click on the EditBootstrap.ini buttonfrom within the Rules tab6) Use the following line“Skip BDDWelcome Yes”to bypass the MDTWelcome screen duringthe time of deployment.The listed modifications to the Deployment Share’s Rules will populate the empty variablesrequired for the Task Sequence to be performed with zero user input. Modify the variable’svalues or add additional variables to further customize the client system’s deployment (e.g.:TaskSequenceID, OSDComputerName). Consult the “Toolkit Reference” section of the MDT2012 documentation for Property Definition guidance.

Test Standalone MediaIntroductionProcessAlthough you cannot replicate the entire Dell Factory process, perform a simulation of theprocess to identify potential failures. If your process is similar to our example, with postdelivery configuration requiring network access (such as join domain), Dell recommends atleast two test deployments are performed. One test with the system connected to yournetwork. A second test with the system disconnected from your network.RequirementsConfigurationTest the Stand-Alone Media Build to simulate factory deploymentThese steps represent a brief test simulation walk-throughOSD MapDriversCS EnablementPost- DeliveryCreate MediaValidate MediaIntegratingMDT 2012in the Dell Factory1) In the Media folder, right click the Media Update Media Content2) Locate and burn stand-alone media ISO to DVD or extract to bootableexternal storage3) Disconnect the test system from the network4) Boot a test system using the media DVD or bootable external storage5) There should be no prompts to initiate the deployment6) Allow the task sequence process to complete7) Log in to the system and verify all configurations and application installationsettings to confirm a successful deployment.8) Rerun steps 1-7 with the test system connected to your infrastructure9) Log in to the system and verify that all Post-Delivery Configurations haveexecuted as expected10) Take note of how the final configurations differ between the two tests.11) Provide screenshots or relevant information regarding image deploymentbehavior when testing the deployment offline. This will aid the Dell IMSEngineers in their validation process.For more information about solutions for your organization, contactyour Dell account representative or visit Dell.com/servicesPage 16Availability varies by country. 2012 Dell Inc.All rights reserved.Work with your IMS PM to submit your Configuration Manager OSD .ISO files.

Microsoft Deployment Toolkit 2012 (MDT) provides a common console with a comprehensive toolset for Operating System Deployments (OSD). MDT 2012 is . contact your Configuration Services Project Manager for your project setup. Administrators must have experi