Customize a device's out-of-box experience with Windows Autopilot profiles

Applies to

  • CSP direct-bill partners, indirect providers, and indirect resellers

If you manage customer devices, you may need to customize the out-of-box experience (OOBE) for the customer's users. You can pre-configure new devices with Windows Autopilot profiles before delivering the devices to customers and apply new profiles to devices customers have already purchased. This article explains how to create and apply Autopilot profiles to devices in Partner Center.

If you're not already familiar with Autopilot, review the information in these articles:

Overview

With the Windows Autopilot feature in Partner Center, you can create custom profiles to apply to customer devices. The following profile settings were available at the time this article was published:

  • Skip privacy settings. This optional Autopilot profile setting enables organizations to not ask about privacy settings during the OOBE process.

  • Disable local admin account creation on the device. Organizations can decide whether the user setting up the device should have administrator access once the process is complete.

  • Automatically set up device for work or school. All devices registered with Autopilot will automatically be considered work or school devices, so this question will not be asked during the OOBE process.

  • Skip Cortana, OneDrive, and OEM registration setup pages. All devices registered with Autopilot will automatically skip these pages during the out-of-box experience (OOBE) process.

  • Skip End User License Agreement (EULA). Starting in Windows 10 version 1709, organizations can decide to skip the EULA page presented during the OOBE process. See Windows Autopilot EULA dismissal below for important information to consider about skipping the EULA page during Windows setup.

The following profile and device management permissions and limitations apply:

  • CSP partners can continue to manage Autopilot profiles for existing customers with whom they have reseller relationships, even if the customers have removed the partner's delegated administration privileges.

  • You can manage existing devices for your customers that have been added either by you or by another CSP partner.

  • You can’t manage devices your customer has uploaded to Microsoft Store for Business or the Microsoft Intune Portal.

Create and manage Autopilot profiles in Partner Center

In Partner Center, you can create Windows Autopilot deployment profiles and apply them to devices.

Note

Only admin agents can create and apply profiles.

Create a new Autopilot profile

  1. Select Customers from the Partner Center menu and then select the customer you're creating the Autopilot profile for.

  2. On the customer's detail page, select Devices.

  3. Under Windows Autopilot profiles select Add new profile.

  4. Enter the profile's name and description and then configure the OOBE settings. Choose from:

    • Skip privacy settings in setup

    • Disable local admin account in setup

    • Automatically skip pages in setup
      (Includes Automatically select setup for work or school and Skip Cortana, OneDrive, and OEM registration setup pages)

    • Skip end user license agreement (EULA)

      Important

      See Windows Autopilot EULA dismissal below for important information to consider about skipping the EULA page during Windows setup.

  5. Select Submit when finished.

Apply an Autopilot profile to customer devices

Note

The instructions below assume that you've already added the customer's devices to Partner Center and that you can access their device list. If you haven't already added the customer's devices, follow the instructions in Add devices to a customer's account and then follow the steps below.

After you create an Autopilot profile for a customer, you can apply it to the customer's devices.

  1. Select Customers from the Partner Center menu and then select the customer you created the Autopilot profile for.

  2. On the customer's detail page, select Devices.

  3. Under Apply profiles to devices select the devices or device groups you want to add profiles to and then select Apply profile. The profile you just applied appears in the Profile column.

  4. Follow the steps below to verify that the profile will be applied successfully to the device.

    a. Connect a device to the network and turn it on.

    b. Verify that the appropriate OOBE screens (if any) appear.

    c. When the OOBE process stops, reset the device to its factory default settings to prepare it for a new user.

Remove an Autopilot profile from a customer's device

  1. Select Customers from the Partner Center menu and then select the customer you created the Autopilot profile for.

  2. On the customer's detail page, select Devices.

  3. Under Apply profiles to devices select the devices you want to remove the profile from and then select Remove profile.

    Note

    Removing a profile from a device does not delete the profile from your list. If you want to delete a profile, follow the instructions in Update or delete an Autopilot profile.

Update or delete an Autopilot profile

If a customer wants to change the out-of-box experience after you've shipped the devices to them, you can change the profile in Partner Center.

When the customer's device connects to the internet, it will download the latest profile version during the OOBE process. Also, any time a customer restores a device to its factory default settings, the device will again download the latest profile version during the OOBE process.

  1. Select Customers from the Partner Center menu and then select the customer who wants you to change an Autopilot profile.

  2. On the customer's detail page, select Devices.

  3. Under Windows Autopilot profiles select the profile you need to update. Make the required changes and then select Submit.

To delete this profile, select Delete profile from the upper right corner of the page.

Add devices to a customer's account

Note

Sales agents and admin agents can add devices to a customer's account.

Before you can apply custom Autopilot profiles to customer devices, you must be able to access the customer's device list.

If you plan to use the OEM name, serial number, and model combination, be aware of these limitations:

  • This tuple works only for newer devices (4k hashes, for example) and is not supported for 128b hashes (RS2 and prior devices).

  • The tuple registration is case sensitive, so the data in the file must match the model and manufacturer names exactly as provided by the OEM provider (hardware provider).

Follow the instructions below to add devices to a customer's account in Partner Center.

  1. Select Customers from the Partner Center menu and then select the customer whose devices you want to manage.

  2. On the customer's detail page, select Devices.

  3. Under Apply profiles to devices select Add devices.

  4. Enter a name for the device list and then select Browse to upload the customer's list (in .csv file format) to Partner Center.

    Note

    You should have received this .csv file with your device purchase. If you didn't receive a .csv file, you can create one yourself by following the steps in Adding devices to Windows Autopilot.

  5. Upload the .csv file and then select Save.

If you get an error message while trying to upload the .csv file, check the format of the file. You can use the hardware hash only, or the OEM name, serial number, and model (in that column order), or the Windows Product ID. You can also use the sample .csv file provided from the link next to Add devices to create a device list.

Windows Autopilot EULA dismissal

IMPORTANT INFORMATION

Windows Autopilot allows you to configure customized installations of Windows on devices you manage for your customers. If authorized to do so by the customer, you can suppress or hide certain set-up screens that are normally presented to users when setting up Windows, including the EULA (End User License Agreement) acceptance screen.

By using this function, you agree that suppressing or hiding any screens that are designed to provide users with notice or acceptance of terms means that you have obtained sufficient consent and authorization from your customer to hide terms, and that you, on behalf of your customer (whether an organization or an individual user as the case may be), consent to any notices and accept any terms that are applicable to your customer. This includes agreement to the terms and conditions of the license or notice that would be presented to the user if you did not suppress or hide it using this tool. Your customer may not use the Windows software on those devices if the customer has not validly acquired a license for the software from Microsoft or its licensed distributors.