Use a Custom Module in Image Builder Wizard (Standard 8)

7/8/2014

Learn how to create an Image Builder Wizard (IBW) disk that includes a custom module, then use that disk to deploy Windows Embedded 8 Standard (Standard 8) to your device.

Introduction

In Windows Embedded 8 Standard (Standard 8), you can create custom modules that contain software, files, and device drivers that you can install on your device. After you create a custom module by using Module Designer (MOD), you can install an OS image that contains that module to your device by using Image Builder Wizard (IBW).

Warning

Do not run IBW on your development computer. It is meant to run on your device.

Lab Exercise Purpose

In this lab you will take the custom module that you created in the Create a Custom Module by Using Module Designer lab and create and install an OS that contains that module to your device by using IBW.

Overview of Steps

In this lab you will use ICE to create a custom IBW disk that contains your module. You will then use the custom IBW disk to create a Standard 8 image that has your custom module, a Windows 8 shell, and Internet Explorer 10. You will then install the image on your device by using your custom IBW disk.

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  • Step 1: Create a Custom IBW Boot Disk
    Create an IBW disk that contains your custom module.
  • Step 2: Start IBW on Your Device
    Start your customized IBW on your device.
  • Step 3: Enter Initial Settings for IBW
    Enter your product key, select your language preferences, and select how you will create your OS image.
  • Step 4: Select Drivers
    Automatically detect the drivers required by your device and manually add any drivers that are required.
  • Step 5: Select Modules to Include in Your Image
    Select your custom module and select modules that are necessary to support Internet Explorer 10 and the Windows 8 shell.
  • Step 6: Install the OS Image onto Your Device
    Install the OS onto your device.

Prerequisites

To perform the steps in this lab exercise, the following are required:

Required Hardware

Your development computer and your device must meet the minimum hardware requirements:

Required Software

The following software is required:

  • ICE must be installed on your development computer.
  • If your device cannot boot from a DVD drive: a 4 gigabyte (GB) minimum USB flash drive that you prepared in Step 2: (Optional) Create USB Boot Media for Your Device of the Get Started with Windows Embedded 8 Standard lab.
  • If you boot your device by using a DVD drive: a blank, writable DVD.

Required Lab Exercises or Knowledge

The following lab exercises must be completed before you begin this lab exercise:

  1. Get Started with Standard 8
  2. Create a Custom Module by Using Module Designer

Knowledge of the following is recommended before you begin this lab exercise:

Step 1: Create a Custom IBW Boot Disk

After you create your custom module in Module Designer and import it into your catalog, you can use the module in IBW by creating a custom IBW boot disk or USB flash drive that contains a copy of your catalog with your module.

To create an IBW boot disk

  1. On the Start menu, click All Programs, click Windows Embedded 8 Standard, and then click **ICE **.

  2. On the File menu, click Select Catalog and navigate to the directory that contains the same catalog that you selected in Step 1: Create a Custom Module of the Create a Custom Module lab. For example, if you used the default catalog when you created your custom module, navigate to the C:\Program Files\Windows Embedded 8 Standard directory, select the Catalog directory, and then click Select Catalog.

  3. To verify that your custom module is in the catalog:

    1. Click File and then click New Configuration File to create a blank configuration file.
    2. In the New Configuration File dialog box, click Create.
    3. In the Catalog pane, expand expand Features, and then expand Custom Modules. You should see your custom module that you created in the Create a Custom Module by Using Module Designer lab. If you do not see your custom module, verify that you selected the same catalog that you used when you created the custom module.
  4. On the Tools menu, click Create Media, and then click Create IBW Image with full Catalog.

  5. On the UAC prompt, click yes to start the media creator wizard.

  6. In the Windows Embedded Media Creator window, under Select Catalog:, enter or browse to the catalog that you want to use.

  7. Select the architecture of your device (x86 or AMD64) from the Architecture: list.

  8. Select the OS version that you would like to install from the OS Version: list.

  9. Click Next.

  10. Select Publish to USB flash drive.

  11. In the drop down box, select your USB flash drive, and then click Create Media.

  12. ICE displays a warning that all data on your USB drive will be erased. Click Yes to continue.

  13. ICE erases all data on the USB drive and formats the USB drive. If the USB drive is not bootable, ICE automatically configures the USB drive to be bootable. ICE then copies the files required to run IBW to you USB flash drive.

  14. When the media creation process is complete, click Close.

Step 2: Start IBW on Your Device

In this step you will use the Image Builder Wizard disk that you created to install the Standard 8 OS containing your custom module on your device.

To start IBW on your device

  1. To start Image Builder Wizard on your device, boot from the custom IBW media that you created in the previous step.

    Note

    To boot from a USB flash drive, you may need to adjust the BIOS settings on your device to boot from a USB device.

Step 3: Enter Initial Settings for IBW

In this step you will ready IBW for use.

To enter initial settings for IBW

  1. After IBW starts, in Windows Setup, click Install now.

  2. Enter the product key that came with your evaluation software, and click Next.

  3. Accept the license terms by clicking I accept the license terms, and then click Next.

  4. On the Choose how to create your image page, click Do not use a template, and then click Next.

  5. Select your language preferences, and then click Next.

Step 4: Select Drivers

In this step you will select the drivers that you want installed on the device. IBW can automatically try to identify the drivers required on your device, but there will also be an opportunity to add any drivers that are not automatically identified.

To select drivers for your device

  1. In Windows Setup, on the Find and select device drivers page, ensure that Automatically detect devices is selected, and click Next.

  2. On the Confirm drivers to install page, confirm that the drivers you need for your device are listed.

  3. If you have drivers that you need to add that are not listed, click Browse and navigate to the directory containing the INF files for those drivers, and then click OK. IBW will look for the INF files that describe your drivers in that directory and its subdirectories. The Import Drivers dialog box will report the number of drivers added. Click OK to close the Import Drivers dialog box.

  4. When you are satisfied that you have included the necessary drivers, on the Confirm drivers to install page, click Next to select the modules to include in your image.

Validation and Troubleshooting

If you chose to manually add your own drivers and there was an error, consult the setup log files under <PE Drive>:\windows\panther for details. The driver error report will specify the drive letter for <PE Drive>.

Step 5: Select Modules to Include in Your Image

In this step you will add your custom module, and the modules necessary to include Internet Explorer, in your image.

To select the modules to include

  1. In Windows Setup, on the Select the modules to include in your image page, navigate to the bottom of the list of modules to where your custom module is listed, and then select your custom module.

  2. Expand User Applications, and then select Internet Explorer 10. By selecting this option, you include the functionality necessary for Internet Explorer 10 in your image.

  3. Expand Branding, and select Branded Screens.

  4. [Optional] Select any additional modules that you want to add to your OS image.

  5. Click Resolve Dependencies to add all modules that your selected modules are dependent on.

  6. Click Next to see a summary of drivers and features that will be include in your OS image.

  7. Review the information on the Summary of drivers and features page and click Next.

Validation and Troubleshooting

If you need to return to an earlier step, click the back-arrow button which is located in the top left-hand corner of each page.

On the Summary of drivers and features page, you can expand Unmapped Devices to see which devices were not mapped to a device driver. Click the back arrow located at the upper left of the page until you return to the Confirm Drivers to install page, from which you can click Browse to locate the INF files that you will need to provide for the unmapped devices.

You can still proceed with installing the image without providing drivers for all of the devices. Those devices will simply not operate when the device is booted into the OS image you have configured.

Step 6: Install the OS Image onto Your Device

In this step you will select and prepare the drive on your device where you will install your Standard 8 image.

To install the OS image onto your device

  1. In IBW, in Windows Setup, the Where do you want to install Windows page lists the available drives and partitions on your device. Select the drive/partition that your device is configured to boot from.

    Warning

    The following steps will format the selected drive. Before proceeding, make sure that there is no data on the partition that you need to keep.

  2. To ensure that you have enough disk space available for your OS, click Drive Options (advanced), and then click Format.

  3. Verify that you want to format the partition and click OK to begin formatting the partition.

  4. After the partition is formatted, click Next to install your OS image on the device. During the installation process (which will take several minutes), your device will reboot. Remove your boot media before your device reboots to complete the installation process.

    If you forget to remove your boot media, your device may boot back into the IBW tool. If that occurs, exit IBW and remove your boot media and reboot the device.

  5. When the Install evaluation copy screen appears, click Next, and then complete the Standard 8 setup wizard to configure your OS.

  6. Now you can try out your Standard 8 OS.

Additional Information

Standard 8 Media

Image Builder Wizard Technical Reference

Conclusion

In this lab you saw how to use a custom module that was developed in Module Designer and include it in an OS image that you installed on your device.

You used ICE to create a custom IBW disk that contains your custom module and then used IBW to create a Standard 8 image that includes your custom module, Internet Explorer 10, and the drivers necessary for Standard 8 to run on your device.

Then you installed your OS image onto your device by using the customized IBW disk.

The following lab exercises include related information:

See Also

Other Resources

Create and Use a Custom Module