Quick Start Guide for User-Driven Installation

Microsoft Deployment Toolkit (MDT) 2013 provides technology for deploying Windows operating systems, and Microsoft Office. This quick start guide helps you quickly evaluate MDT 2013 by providing condensed, step-by-step instructions for using it to install the Windows 8.1 operating system and Microsoft Office Professional Plus 2010 with User-Driven Installation (UDI) and Microsoft System Center 2012 R2 Configuration Manager. This quick start guide demonstrates how to perform the MDT New Computer deployment scenario, which covers the deployment of Windows 8.1 to a new computer. This scenario assumes that there is no user data or profile to preserve.

Note

In this document, Windows applies to the Windows 8.1, Windows 8, Windows 7, Windows Server® 2012 R2, Windows Server 2012, and Windows Server 2008 R2 operating systems unless otherwise noted. MDT does not support ARM processor–based versions of Windows. Similarly, MDT refers to MDT 2013 unless otherwise stated.

After using this guide to evaluate MDT, review the rest of the MDT guidance to learn more about the technology’s advanced features.

Note

The infrastructure setup described here is for evaluation purposes and not intended for a production system.

Prerequisites

UDI installations using System Center 2012 R2 Configuration Manager have the following prerequisites.

Required Software

To complete this guide, the following software is required:

  • Windows Server 2008 R2

  • Microsoft SQL Server® 2008 R2

  • SQL Server 2008 R2 Service Pack 1 (SP1)

  • SQL Server 2008 R2 SP1 Cumulative Update 6 (CU6)

  • Windows 8.1

  • System Center 2012 R2 Configuration Manager

  • Office Professional Plus 2010 volume license, 32-bit version

  • Microsoft .NET Framework version 3.5 with SP1

  • Windows PowerShell™ version 2.0

  • Windows Preinstallation Environment (Windows PE), which is included in Configuration Manager

  • Networking services, including Domain Name System (DNS) and Dynamic Host Configuration Protocol (DHCP)

  • Active Directory® Domain Services (AD DS)

Note

The Task Sequencer used in MDT deployments requires that the Create Global Object right be assigned to credentials used to access and run the Deployment Workbench and the deployment process. This right is normally available to accounts with Administrator-level permissions (unless explicitly removed). Also, the Specialized Security – Limited Functionality (SSLF) security profile removes the Create Global Object right and should not be applied to computers deployed using MDT.

Computer Configuration

To complete this guide, set up the computers listed in Table 1. These computers can be either physical computers or virtual machines (VMs) with the system resources designated.

Table 1. Computers Used in This Guide

Computer Description and system resources
WDG-MDT-01 This computer runs the MDT infrastructure and Configuration Manager. The computer runs Windows Server 2008 R2 with the following networking services installed:

- AD DS
- DNS Server
- DHCP Server
- Windows Deployment Services

The system resources of the computer are as follows:

- Quad-core processor running at 2.66 gigahertz (GHz) or faster
- 4 gigabytes (GB) or more of physical memory
- A disk partition that has 40 GB or more of available disk space; it will become the drive C partition
- One CD-ROM or DVD-ROM drive that will be assigned the drive letter D
- A disk partition that has 40 GB or more of available disk space; it will become partition E.
WDG-REF-01 This is the reference computer, which runs no current operating system. The system resources of the computer are as follows:

- Processor running at 1.4 GHz or faster
- 1 GB or more of physical memory
- 16 GB or more of available disk space
WDG-CLI-01 This is the target computer, which runs no current operating system. The system resources of the computer are as follows:

- Processor running at 1.4 GHz or faster
- 1 GB or more of physical memory
- 16 GB or more of available disk space

The resources listed in Table 1 reflect the system resources recommended to perform the steps in this guide. For information on the minimum system resource requirements for:

Note

This guide assumes that MDT is being evaluated on 64-bit (x64) physical or virtual computers. If evaluating MDT on 32-bit (x86) platforms, download and install the x86 editions of MDT and the components that this guide describes.

Step 1: Prepare the Prerequisite Infrastructure

For purposes of this guide, all the prerequisite infrastructure services run on the computer named WDG-MDT-01. Install the prerequisite software, server roles, and services on this computer before installing MDT.

Note

This section assumes that you are creating a new Configuration Manager infrastructure for MDT. If you are using an existing Configuration Manager infrastructure, review the steps in this section and substitute existing resource names for the resources created in this section (such as the computer name and shared network folders). After reviewing this section, proceed to Step 2: Prepare the MDT Environment

Prepare the prerequisite infrastructure before installing MDT by:

Step 1-1: Install Windows Server 2008 R2

Use the information in 2 to install Windows Server 2008 R2. Accept default values unless otherwise specified.

Table 2. Information for Installing Windows Server 2008 R2

When prompted for Provide these values
Where do you want to install Windows? Disk 0 Unallocated Space
Password Any strong password
Computer name WDG-MDT-01
Format for volumes C and E NTFS
TCP/IP configuration Configure with a static IP address configuration, with the other TCP/IP configuration options as appropriate for the environment

Step 1-2: Create the Required Folders and Network Shares

The MDT deployment process requires additional folders that are used as the source for files or to store files created during the MDT deployment process. Some of these folders need to be shared so that they can be accessed from other computers.

To create the required folders and shares

  1. Create the folders and shares listed in Table 3 with the permissions specified for each share

    Table 3. Folders That the MDT Deployment Process Requires

    Create this folder With this share name With these share permissions
    E:\Source$ Source$ Administrators: Co-owner

    Everyone: Read
    E:\Images$ Images$ Administrators: Co-owner

    Everyone: Read
    E:\Capture$ Capture$ Administrators: Co-owner

    Everyone: Read
    E:\Packages$ Packages$ Administrators: Co-owner

    Everyone: Read
  2. Create the following folders:

    • E:\CMDownloads

    • E:\Source$\CustomSettings

    • E:\Source$\Drivers

    • E:Source$Windows_8-1

    • E:Source$MDT_2013

    • E:Source$SQL2008R2

    • E:Source$SQL2008R2SP1

    • E:Source$SQL2008R2CU6

    • E:Source$OfficeProPlus2010

    • E:Source$ConfigMgr

    • E:Packages$Drivers

  3. Copy the device drivers for the reference computer (WDG-REF-01) and the target computer (WDG-CLI-01) to E:\Source$\Drivers.

    Note

    The processes in this guide assume that the reference computer and target computer have the same devices and do not require different devices drivers.

Step 1-3: Obtain the Required Software

Besides Windows Server 2008 R2, Windows 8.1, and System Center 2012 R2 Configuration Manager, certain software is required to evaluate MDT based on the processes in this guide. Table 4 lists the software required to perform deployments using MDT, where to obtain the software, and where to place the software on WDG-MDT-01.

Table 4. Additional Software Required for Deployment Using MDT

Obtain this software Place in this folder
MDT 2013 E:\Source$\MDT_2013
Windows 8.1 distribution files from the product media E:\Source$\Windows_8-1
Device drivers required for the reference and target computers (WDG-REF-01 and WDG-CLI-01) E:\Source$\Drivers
SQL Server 2008 R2 from the product media E:\Source$\SQL2008
SQL Server 2008 R2 SP1, available at http://www.microsoft.com/download/en/details.aspx?id=26727 E:\Source$\SQL2008R2SP1
SQL Server 2008 R2 SP1 CU6, available at http://support.microsoft.com/kb/2679367 E:\Source$\SQL2008R2SP1CU6
System Center 2012 R2 Configuration Manager from the product media E:\Source$\ConfigMgr
Office Professional Plus 2010 32-bit Volume Licensing version from the product media E:\ Source$\OfficeProPlus2010

Step 1-4: Install the AD DS Server Role

AD DS is required to provide authentication and act as a repository for configuration values for the Microsoft products and technologies that MDT uses, such as Microsoft SQL Server and Configuration Manager.

To install AD DS, run the DCPROMO Wizard to configure the computer as a domain controller. Install AD DS using the information in Table 5, accepting any defaults unless otherwise specified.

Table 5. Information for Installing AD DS

When prompted Do this
For the domain type Create a new domain in a new forest.
For the fully qualified domain name Type mdt2013.corp.woodgrovebank.com.
For the forest functional level Select Windows Server 2008 R2.
To install the DNS Server service as part of the domain controller installation process Click Yes.

Step 1-5: Install the DHCP Server Server Role

The DHCP Server server role is required to provide automatic IP configuration for the target computers. Install DHCP Server using the information in Table 6, accepting any defaults unless otherwise specified.

Note

If you are using a virtualized environment, disable any DHCP configuration that the computer-virtualization software provides. Ensure that the DHCP Server service running WDG-MDT-01 is the only provider of IP configuration using DHCP.

Table 6. Information for Installing the DHCP Server Server Role

On this wizard page Do this
Authorize DHCP server in Active Directory Authorize WDG-MDT-01 to provide client IP configuration.
DHCP scopes Create an appropriate scope that can be used to automatically configure TCP/IP for WDG-REF-01 and WDG-CLI-01.
DHCPv6 stateless mode configuration Disable DHCPv6 stateless mode for this server.

Step 1-6: Install the Web Services (IIS) Server Role

Install the Web Services (IIS) server role with the role services listed in Table 7, which are required for SQL Server 2008 R2 and Configuration Manager. Unless otherwise specified, use the default values.

Table 7. Information for Installing the Web Services (IIS) Server Role

Role service Status
Web Server Installed
Common HTTP Features Installed
Static Content Installed
Default Document Installed
Directory Browsing Installed
HTTP Errors Installed
HTTP Redirection Installed
WebDAV Publishing Installed
Application Development Installed
ASP.NET Installed
.NET Extensibility Installed
ASP Not installed
CGI Not installed
ISAPI Extensions Installed
ISAPI Filters Installed
Server Side Includes Not installed
Health and Diagnostics Installed
HTTP Logging Installed
Logging Tools Installed
Request Monitor Installed
Tracing Installed
Custom Logging Not installed
ODBC Logging Not installed
Security Installed
Basic Authentication Not installed
Windows Authentication Installed
Digest Authentication Not installed
Client Certificate Mapping Authentication Not installed
IIS Client Certificate Mapping Authentication Not installed
URL Authorization Not installed
Request Filtering Installed
IP and Domain Restriction Not installed
Performance Installed
Static Content Compression Installed
Dynamic Content Compression Not installed
Management Tools Installed
IIS Management Console Installed
IIS Management Scripts and Tools Not installed
Management Service Not installed
IIS 6 Management Compatibility Installed
IIS 6 Metabase Compatibility Installed
IIS 6 WMI Compatibility Installed
IIS 6 Scripting Tools Not installed
IIS 6 Management Console Not installed
FTP Publishing Service Not installed
FTP Server Not installed
FTP Management Console Not installed
IIS Hostable Web Core Not installed

Step 1-7: Add the Required Windows Server 2008 R2 Features

In addition to installing the required Windows Server 2008 R2 server roles, add the following required features in Server Manager in the Features Summary section:

  • Background Intelligent Transfer Service

  • Remote Differential Compression

Step 1-8: Create the Required User and Service Accounts

Configuration Manager and SQL Server 2008 R2 require user accounts during the installation process. Table 8 lists the information needed for creating these accounts.

Table 8. Information for Creating the Required Accounts

Create this account With these settings
SQL Server Agent service account 1. In First name, type SQL Agent.
2. In Last name, type Service Account.
3. In User logon name, type SQLAgent.
4. In Password and Confirm password, type P@ssw0rd.
5. Clear the User must change password at next logon check box.
6. Select the Password never expires check box.
7. Make the account a member of the Domain Admins security group.
8. In Description, type Service account used to run SQL Server 2008 R2 Agent service.
SQL Server Database Engine service account 1. In First name, type SQL DB Engine.
2. In Last name, type Service Account.
3. In User logon name, type SQLDBEngine.
4. In Password and Confirm password, type P@ssw0rd.
5. Clear the User must change password at next logon check box.
6. Select the Password never expires check box.
7. Make the account a member of the Domain Admins security group.
8. In Description, type Service account used to run SQL Server 2008 R2 database engine.
SQL Server Reporting Services service account 1. In First name, type SQL Reporting.
2. In Last name, type Service Account.
3. In User logon name, type SQLReport.
4. In Password and Confirm password, type P@ssw0rd.
5. Clear the User must change password at next logon check box.
6. Select the Password never expires check box.
7. Make the account a member of the Domain Admins security group.
8. In Description, type Service account used to run SQL Server 2008 R2 reporting services.
System Center Configuration Manager Client Network Access account 1. In First name, type CM 2012.
2. In Last name, type Client Network Access.
3. In User logon name, type CMNetAccess.
4. In Password and Confirm password, type P@ssw0rd.
5. Clear the User must change password at next logon check box.
6. Select the Password never expires check box.
7. In Description, type Service account used as the network access account for Configuration Manager Client.

Step 1-9: Install SQL Server 2008 R2

Before installing Configuration Manager, install SQL Server 2008 R2 SP1 and CU6.

Note

To enable all SQL Server 2008 R2 features, install the Web Services (IIS) server role before installing SQL Server 2008 R2.

To install SQL Server 2008 R2

  1. Start the SQL Server Installation Center.

  2. In the SQL Server Installation Center, in the navigation pane, click Installation.

  3. In the preview pane, click New installation or add features to an existing installation.

    SQL Server 2008 R2 Setup Wizard starts.

  4. Install SQL Server 2008 R2 using the information in Table 9, accepting the defaults unless otherwise specified.

    Table 9. Information for Installing SQL Server 2008 R2

    On this wizard page Do this
    Setup Support Rules Click OK.
    Product Key Click Next.
    License Terms Select the I accept the license terms check box, and then click Next.
    Setup Support Files Click Install.
    Setup Support Rules Ensure that no critical results exist for the rules, and then click Next.
    Setup Role Click SQL Server Feature Installation, and then click Next.
    Feature Selection 1. Select the Database Engine Services check box.
    2. Select the Reporting Services check box.
    3. Select the Full-Text Search check box.
    4. Select the Management Tools - Complete check box.
    5. Click Next.
    Installation Rules Click Next.
    Instance Configuration Click Next.
    Disk Space Requirements Click Next.
    Server Configuration 1. For SQL Server Agent, in Account Name, type MDT2013\SQLAgent, in Password, type P@ssw0rd.
    2. For SQL Server Database Engine, in Account Name, type MDT2013\SQLDBEngine, in Password, type P@ssw0rd.
    3. For SQL Server Reporting Services, in Account Name, type MDT2013\SQLReport, in Password, type P@ssw0rd.
    4. Click Next.
    Database Engine Configuration Click Add Current User, and then click Next.
    Reporting Services Configuration Click Next.
    Error Reporting Click Next.
    Installation Configuration Rules Click Next.
    Ready to Install Click Install.
    Complete Click Close.
  5. Close the SQL Server Installation Center.

    To install SQL Server 2008 R2 SP1

  6. In Windows Explorer, go to E:\Source$\SQL2008R2SP1, and double-click SQLServer2008R2SP1-KB2528583-x64-ENU.exe.

    The Extracting Files dialog box displays the file-extraction process. When the process is complete, the SQL Server 2008 R2 Service Pack 1 Update Setup Wizard starts.

  7. Install SQL Server 2008 R2 SP1 using the information in Table 10, accepting the defaults unless otherwise specified.

    Table 10. Information for Installing SQL Server 2008 R2 SP1

    On this wizard page Do this
    SQL Server 2008 R2 update Click Next.
    License Terms Select the I accept the license terms check box, and then click Next.
    Select Features Click Next.
    Check Files In Use Click Next.
    Ready to update Click Update.
    Update Progress The progress is displayed on the wizard page as the update is performed and finishes.
    Complete Click Close.

    To install SQL Server 2008 R2 SP1 CU6

  8. In Windows Explorer, go to E:\Source$\SQL2008R2SP1CU6, and double-click 446622_intl_x64_zip.exe.

    The Microsoft Self-Extractor dialog box appears.

  9. In the Microsoft Self-Extractor dialog box, click Continue.

  10. In the Microsoft Self-Extractor dialog box, in Select the folder where you want to unzip the files to, type E:\Source$\SQL2008R2SP1CU6, and then click OK.

    Note

    You can click the ellipse (…) to browse for the E:\Source$\SQL2008R2SP1CU6 folder.

    The extraction process is displayed. When the process is complete, the completion status is displayed.

  11. In the Microsoft Self-Extractor dialog box, click OK.

  12. In Windows Explorer, go to E:\Source$\SQL2008R2SP1CU6, and double-click SQLServer2008R2- KB2679367-x64.exe.

    The Extracting Files dialog box displays the file-extraction process. When the process is complete, the SQL Server 2008 R2 Service Pack 1 CU6 Update Setup Wizard starts.

  13. Install SQL Server 2008 R2 SP1 CU6 using the information in Table 11, accepting the defaults unless otherwise specified.

    Table 11. Information for Installing SQL Server 2008 R2 SP1 CU6

    On this wizard page Do this
    SQL Server 2008 R2 update Click Next.
    License Terms Select the I accept the license terms check box, and then click Next.
    Select Features Click Next.
    Check Files In Use Click Next.
    Ready to update Click Update.
    Update Progress The progress is displayed on the wizard page as the update is performed and finishes.
    Complete Click Close.

    The Install a SQL Server 2008 R2 update dialog box appears prompting you to restart the computer to complete the setup.

  14. In the Install a SQL Server 2008 R2 update dialog box, click OK.

  15. Restart the computer.

  16. After installing SQL Server 2008 R2 SP1 CU6, the SQL Server build number should be 10.51.2811.0.

    Tip

    You can verify the SQL Server build number by viewing the SQL Server updates applied in the Programs and Features Control Panel item by clicking View installed updates.

Step 1-10: Add the Site Server to the Administrators Security Group

When all computers are in the same forest, manually add the site server computer account to the local Administrators group on each computer. Complete this step before configuring the computer as a site system.

To add the site server to the Administrators security group

  1. Click Start, point to Administrative Tools, and then click Active Directory Users and Computers.

  2. In the Active Directory Users and Computers console tree, go to mdt2013.corp.woodgrovebank.com/Builtin.

  3. In the preview pane, right-click Administrators, and then click Properties.

  4. In the Administrators Properties dialog box, click the Members tab, and then click Add.

  5. In the Select Users, Contacts, Computers, or Groups dialog box, click Object Types.

  6. In the Object Types dialog box, in Object types, select Computers, and then click OK.

  7. In the Select Users, Contacts, Computers, or Groups dialog box, in Enter the object names to select, type WDG-MDT-01. Click Check Names, and then click OK.

  8. Close any open windows.

Step 1-11: Install Configuration Manager

When the other products and technologies have been installed, install Configuration Manager. Before doing so, however, extend the Active Directory schema so that computers can locate the distribution points, service locator points, and other server roles. Also, you can extend the schema after you have installed Configuration Manager. For more information about how to extend the Active Directory schema for Configuration Manager, see the section, “Extend the Active Directory Schema,” in the Configuration Manager Documentation Library, which is installed with Configuration Manager.

After extending the Active Directory schema, install Configuration Manager. The configuration of WDG-MDT-01 supports Configuration Manager for this sample. The configuration of computers in the production network may vary. To find out more about the prerequisites for installing Configuration Manager, see Supported Configurations for Configuration Manager.

To install Configuration Manager

  1. Start the System Center 2012 R2 Configuration Manager Setup splash screen.

  2. On the System Center 2012 R2 Configuration Manager Setup splash screen, click the Install link.

    The Microsoft System Center 2012 R2 Configuration Manager Setup Wizard starts.

  3. Complete the Microsoft System Center 2012 R2 Configuration Manager Setup Wizard using the information in Table 12. Accept the defaults unless otherwise specified.

    Table 12. Information for Installing Configuration Manager

    On this wizard page Do this
    Before You Begin Click Next.
    Getting Started Click Next.
    Product Key In Enter your 25-character product key, type product_key (where product_key is your product key for Configuration Manager).
    Microsoft Software License Terms Select the I accept these license terms check box, and then click Next.
    Update Prerequisite Components In Download and use the latest updates. Updates will be saved to the following location, type E:\CMDownloads, and then click Next.
    Server Language Selection Click Next.
    Client Language Selection Click Next.
    Site and Installation Settings 1. In Site code, type NYC.
    2. In Site name, type New York City Site.
    3. Click Next.
    Primary Site Installation 1. Click Install the primary site as a stand-alone site.
    2. Click Next.
    The Configuration Manager dialog box appears, confirming that you want to install this site as a stand-alone site.
    3. In the Configuration Manager dialog box, click Yes.
    Database Information Click Next.
    SMS Provider Settings Click Next.
    Client Computer Communication Settings Click Configure the communication method on each site system role, and then click Next.
    Site System Roles Click Next.
    Customer Experience Improvement Program Configuration Select the appropriate participation in the Customer Experience Improvement program for your organization, and then click Next.
    Settings Summary Click Next.
    Prerequisite Check Click Begin Install.
    Install Monitor the installation process until it is complete, and then click Close.
  4. Close all open windows and dialog boxes.

    When the wizard is complete, Configuration Manager is installed.

Step 1-12: Configure the Network Access Account

The Configuration Manager client needs an account to provide credentials when accessing the Configuration Manager distribution points, MDT deployment shares, and shared folders. This account is called the Network Access account. The CMNetAccess account was created earlier in the process to use as the Network Access account.

To configure the Network Access account

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Administration.

  3. In the Administration workspace, go to Overview/Site Configuration/Sites.

  4. In the preview pane, click NYC - New York City Site.

  5. On the Ribbon, click Settings, click Configure Site Components, and then click Software Distribution.

  6. In the Software Distribution Properties dialog box, click the Network Access Account tab.

  7. In Network Access Account, click Specify the account that accessed network locations, click Set, and then click New Account.

    The Windows User Account dialog box appears.

  8. Complete the Windows User Account dialog box using the information in Table 13, and then click OK.

    Table 13. Information Required to Complete the Windows User Account Dialog Box

    For this Do this
    User name Type MDT2013\CMNetAccess.
    Password Type P@ssw0rd.
    Confirm password Type P@ssw0rd.
  9. In the Software Distribution Properties dialog box, click OK.

  10. Close any open windows.

Step 1-13: Configure the Configuration Manager Site Boundaries and Boundary Groups

The Configuration Manager client needs to know the boundaries for the site. Unless the site boundaries are specified, the client assumes that the computer running Configuration Manager is in a remote site. Add a site boundary based on the IP subnet that WDG-MDT-01, WDG-REF-01, and WDG-CLI-01 use. Then, add the site boundary to a site boundary group.

To create a Configuration Manager site boundary

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manger Console.

  2. In the Configuration Manager console, in the navigation pane, click Administration.

  3. In the Administration workspace, go to Overview/Hierarchy Configuration/Boundaries.

  4. On the Ribbon, click Create Boundary.

    The Create Boundary dialog box opens.

  5. Complete the Create Boundary dialog box using the information in Table 14, and then click OK.

    Note

    For this sample, the site boundary is specified by network address. However, you can also specify site boundaries using an AD DS site name or an IP address range.

    Table 14. Information Required to Complete the Create Boundary Dialog Box

    For this Do this
    Description Type IP Subnet Boundary.
    Type Select IP subnet.
    Network Type network_address (where network_address is the network address of the subnet where the computers are installed).
    Subnet mask Type subnet_mask (where subnet_mask is the subnet mask of the subnet where the computers are installed).

    To add the Configuration Manager site boundary to a site boundary group

  6. In the Configuration Manager console, in the navigation pane, click Administration.

  7. In the Administration workspace, go to Overview/Hierarchy Configuration/Boundary Groups.

  8. On the Ribbon, click Create Boundary Group.

    The Create Boundary Group dialog box opens.

  9. Complete the General tab of the Create Boundary Group dialog box using the information in Table 15.

    Table ARABIC 15. Information Required to Complete the General Tab of the Create Boundary Group Dialog Box

    For this Do this
    Name Type New York City Boundary Group.
    Description Type Boundary group for the site boundaries at the New York City site.
    Boundaries 1. Click Add.
    The Add Boundaries dialog box appears.
    2. In the Add Boundaries dialog box, select site_boundary (where site_boundary is the site boundary you created earlier in the process), and then click OK.
    The site boundary appears in the list of boundaries.
  10. Complete the References tab of the Create Boundary Group dialog box using the information in Table 16, and then click OK.

    Table 16. Information Required to Complete the References Tab of the Create Boundary Group Dialog Box

    For this Do this
    Site assignment Select the Use this boundary group for site assignment check box.
    Content location 1. Click Add.
    The Add Site Systems dialog box appears.
    2. In the Add Site Systems dialog box, select \\WDG-MDT-01.mdt2013.corp.woodgrovebank.com, and then click OK.
    The site system server appears in the list of site system servers.
  11. Close any open windows.

Step 1-14: Configure the Publishing of Site Information in AD DS and DNS

The Configuration Manager client needs to locate the various Configuration Manager server roles. Modify the site properties to publish the site information in AD DS and in DNS.

To configure the publishing of site information in AD DS and in DNS

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Administration.

  3. In the Administration workspace, go to Overview/Site Configuration/Sites.

  4. In the preview pane, click NYC - New York City Site.

  5. On the Ribbon, click Properties.

  6. In the New York City Site Properties dialog box, on the Publishing tab, verify that the mdt2013.corp.woodgrovebank.com Active Directory forest is listed, and then click Cancel.

  7. Close any open windows.

Step 1-15: Configure Discovery of Active Directory Users

In some instances, software will be deployed to user collections that Configuration Manager discovers. Configuration Manager can discovery user accounts stored in AD DS using the Active Directory User Discovery method.

To configure discovery of Active Directory users

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Administration.

  3. In the Administration workspace, go to Overview/Hierarchy/Discovery Methods.

  4. In the preview pane, click Active Directory User Discovery.

  5. On the Ribbon, on the Home tab, click Properties.

    The Active Directory User Discovery Properties dialog box appears.

  6. In the Active Directory User Discovery Properties dialog box, on the General tab, perform the following steps:

    1. Select the Enable Active Directory User Discovery check box.

    2. In Active Directory containers, click New.

      The New Active Directory Container dialog box appears.

    3. In the New Active Directory Container dialog box, in Path, click Browse.

      The Select New Container dialog box appears.

    4. In the Select New Container dialog box, click mdt2013, and then click OK.

      In the New Active Directory Container dialog box, the Lightweight Directory Access Protocol (LDAP) path is displayed in the Path box.

    5. In the New Active Directory Container dialog box, click OK.

      The LDAP path appears in the Active Directory containers list box.

  7. In the Active Directory User Discovery Properties dialog box, click OK.

    The Configuration Manager dialog box appears, querying whether you want to perform the discovery as soon as possible.

  8. In the Configuration Manager dialog box, click Yes.

  9. In the Configuration Manager console, in the navigation pane, click Assets and Compliance.

  10. In the Assets and Compliance workspace, go to Overview/Users.

    The list of users discovered in AD DS is displayed in the preview pane.

  11. Close any open windows.

Step 2: Prepare the MDT Environment

The first step in the deployment process is to prepare the MDT environment. When this step is complete, you can create the reference computer and deploy a captured image of it to the target computer (WDG-CLI-01) using Configuration Manager integration with MDT.

Prepare the MDT environment by:

Step 2-1: Install MDT

To install MDT, complete the following steps:

  1. In Windows Explorer, go to E:\Source$\MDT_2013.

  2. Double-click MicrosoftDeploymentToolkit2013_x64.msi (for 64-bit operating systems) or MicrosoftDeploymentToolkit2013_x86.msi (for 32-bit operating systems), and then click Install.

    The Microsoft Deployment Toolkit 2013 Setup Wizard starts.

  3. Complete the Microsoft Deployment Toolkit 2013 Setup Wizard using the information in Table 17. Accept the default values unless otherwise specified.

    Table 17. Information for Completing the Microsoft Deployment Toolkit 2013 Setup Wizard

    On this wizard page Do this
    Welcome to the Microsoft Deployment Toolkit 2013 Setup Wizard Click Next.
    End-User License Agreement Click I accept the terms in the License Agreement, and then click Next.
    Custom Setup Click Next.
    Ready to install Microsoft Deployment Toolkit 2013 Click Install.
    Installing Microsoft Deployment Toolkit 2013 The progress for installing MDT is displayed.
    Completed the Microsoft Deployment Toolkit 2013 Setup Wizard Click Finish.

    The Microsoft Deployment Toolkit 2013 Setup Wizard finishes, and MDT is installed on WDG-MDT-01.

Step 2-2: Enable Configuration Manager Console Integration

Before you can use the Configuration Manager integration features of MDT, run the Configure ConfigMgr Integration wizard. This wizard copies the appropriate integration files to the folder in which Configuration Manager is installed. The wizard also adds Windows Management Instrumentation (WMI) classes for the new MDT custom actions. The classes are added by compiling a new Managed Object Format (.mof) file that contains the new class definitions.

To enable Configuration Manager console integration

Note

Ensure that the Configuration Manager console is closed while performing these steps.

  1. Click Start, and then point to All Programs. Point to Microsoft Deployment Toolkit, and then click Configure ConfigMgr Integration.

    The Configure ConfigMgr Integration Wizard starts.

  2. Complete the Configure ConfigMgr Integration Wizard using the information in Table 18. Accept the default values unless otherwise specified.

    Table 18. Information for Completing the Configure ConfigMgr Integration Wizard

    On this wizard page Do this
    Options 1. Verify that the Install the MDT console extensions for ConfigMgr 2012 check box is selected.
    2. Verify that the Add the MDT task sequence actions to a ConfigMgr server check box is selected.
    3. In Site server name, verify that the value is WDG-MDT-01.mdt2013.corp.woodgrovebank.com.
    4. In Site code, verify that the value is NYC.
    5. Click Next.
    Confirmation Click Finish.

    The Configure ConfigMgr Integration Wizard finishes, and MDT is integrated with Configuration Manager.

Step 3: Create and Configure a Task Sequence to Create a Reference Computer

When you have prepared the MDT environment, create the reference computer. The reference computer is the template for deploying new images to the target computers. Configure this computer (WDG-REF-01) exactly as you will configure the target computers. You will then capture an image of the reference computer and deploy the image to the target computers.

Create the reference computer, WDG-REF-01, by:

Step 3-1: Create an MDT Task Sequence for Deploying the Reference Computer

Use the Create MDT Task Sequence Wizard in the Configuration Manager console to create task sequences in Configuration Manager that are integrated with MDT. MDT includes the Standard Client Task Sequence template, which you can use to deploy the reference computer.

The Create MDT Task Sequence Wizard substitutes the packages and images selected for the placeholders in the task sequence templates. After completing the wizard, the new task sequence references the appropriate packages and images.

Note

Always use the Create MDT Task Sequence Wizard to create task sequences based on the MDT task sequence templates. Although you can manually import the task sequence templates, Microsoft does not recommend this process.

To create a task sequence for deploying the reference computer

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Task Sequences.

  4. On the Ribbon, on the Home tab, in the Task Sequences group, click Create MDT Task Sequence.

    The Create MDT Task Sequence Wizard starts.

  5. Complete the Create MDT Task Sequence Wizard using the information in Table 19. Accept the default values unless otherwise specified.

    Table 19. Information for Completing the Create MDT Task Sequence Wizard

    On this wizard page Do this
    Choose Template Select Client Task Sequence, and then click Next.
    Choose Template: General 1. In Task sequence name, type Windows 8.1 Reference Deployment.
    2. In Task sequence comments, type Task sequence for deploying Windows 8.1 to the reference computer (WDG-REF-01), and then click Next.
    Choose Template: Details 1. Click Join a workgroup.
    2. In Workgroup, type WORKGROUP.
    3. In User name, type Woodgrove Bank Employee.
    4. In Organization name, type Woodgrove Bank.
    5. In Product key, type product_key (where product_key is the product key for Windows 8.1).
    6. Click Next.
    Choose Template: Capture Settings
    1. Click This task sequence may be used to capture and image.
    2. In Capture destination, type \\WDG-MDT-01\Capture$\WDG-REF-01.wim.
    3. In Capture account, click Set.
    4. Complete the Windows User Account dialog box by performing the following steps:

      1. In User name, type MDT2013\Administrator.
      2. In Password and Confirm password, type P@ssw0rd.
    5. Click OK.
    6. Click Next.
    Boot Image 1. Click Create a new boot image package.
    2. In Package source folder to be created, type \\WDG-MDT-01\Packages$\WINPE_Custom, and then click Next.
    Boot Image: General Settings 1. In Name, type Windows PE Custom.
    2. In Version, type 1.00.
    3. In Comments, type Customized version of Windows PE to be used in deployment of reference and target computers, and then click Next.
    Boot Image: Options Under Platform, click x64, and then click Next.
    Boot Image: Components Click Next.
    Boot Image: Customization Click Next.
    MDT Package 1. Click Create a new Microsoft Deployment Toolkit Files package.
    2. In Package source folder to be created, type \\WDG-MDT-01\Packages$\MDT_Files, and then click Next.
    MDT Package: MDT Details 1. In Name, type MDT Files.
    2. In Version, type 1.00.
    3. In Comments, type Provides access to MDT files during Configuration Manager deployment process, and then click Next.
    OS Image 1. Click Create a new OS install package.
    2. In OS installation folder location, type \\WDG-MDT-01\Source$\Windows_8-1.
    3. In Package source folder to be created, type \\WDG-MDT-01\Packages$\Windows_8-1, and then click Next.
    OS Image: Image Details 1. In Name, type Windows 8.1.
    2. In Version, type 1.00.
    3. In Comments, type Windows 8.1 package used to deploy to reference computers, and then click Next.
    Deployment Method Click Next.
    Client Package Click Create a new ConfigMgr client package, and then click Next.
    USMT Package 1. Click Create a new USMT package.
    2. In Package source folder to be created, type \\WDG-MDT-01\Packages$\USMT, and then click Next.
    USMT Package: USMT Details 1. In Name, type USMT.
    2. In Version, type 1.00.
    3. In Comments, type USMT files used to capture and restore user state migration information, and then click Next.
    Settings Package 1. Click Create a new settings package.
    2. In Package source folder to be created, type \\WDG-MDT-01\Packages$\CustomSettings_Reference, and then click Next.
    Settings Package: Settings Details 1. In Name, type MDT Reference Computer Custom Settings.
    2. In Version, type 1.00.
    3. In Comments, type Configuration settings for MDT deployment process (such as CustomSettings.ini) for the reference computer, and then click Next.
    Sysprep Package Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for creating the task sequence is displayed.
    Confirmation Click Finish.

    The new task sequence appears in the preview pane.

Step 3-2: Select the Distribution Points for the New Packages and Images

The Create MDT Task Sequence Wizard creates a number of packages and images. After these packages and images are created, select the distribution points from which the packages and images will be copied and available to target computers.

Note

In this sample, there is only one distribution point (WDG-MDT-01). However, most production networks have multiple distribution points. When performing this step in a production environment, select the appropriate distribution points for the network.

To select the distribution points for software distribution packages

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Task Sequences.

  4. In the preview pane, select Windows 8.1 Reference Deployment.

  5. On the Ribbon, on the Home tab, in the Deployment group, click Distribute Content.

    The Distribute Content Wizard starts.

  6. Complete the Distribute Content Wizard using the information in 20. Accept default values unless otherwise specified.

    Table 20. Information for Completing the Distribute Content Wizard

    On this wizard page Do this
    General Click Next.
    General: Content Click Next.
    General: Content Destination 1. Click Add, and then click Distribution Point.
    The Add Distribution Points dialog box appears.
    2. In the Add Distribution Points dialog box, select \\WDGMDT01.mdt2013.corp.woodgrovebank.com, and then click OK.
    \\WDGMDT01.mdt2013.corp.woodgrovebank.com appears in the Content destination list.
    3. Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for distributing the software is displayed.
    Completion Click Close.
  7. Close all open windows and dialog boxes.

Step 3-3: Add the Necessary Device Drivers

When the MDT task sequence has been created, add any device drivers required for the reference computer (WDG-REF-01) to the Windows PE boot image and to the Windows 8.1 image. Add the device drivers in the Drivers node in the Configuration Manager console. Create a package that contains the device drivers, and inject the drivers into the custom Windows PE image created earlier in the process.

After creating the package that contains the device drivers, select the distribution point to which the package will be deployed.

To add the necessary device drivers

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Drivers.

  4. On the Ribbon, on the Home tab, in the Create group, click Import Driver.

    The Import New Driver Wizard starts.

  5. Complete the Import New Driver Wizard using the information in Table 21. Accept the default values unless otherwise specified.

    Table 21. Information for Completing the Import New Driver Wizard

    On this wizard page Do this
    Locate Driver In Source folder, type \\WDG-MDT-01\Source$\Drivers, and then click Next.
    Locate Driver: Driver Details Click Next.
    Locate Driver: Add Driver to Package
    1. Click New Package.
    2. Complete the New Driver Package dialog box by performing the following steps:

      1. In Name, type device_driver_name Package (where device_driver_name is a descriptive name for the device drivers).
      2. In Comment, type Device drivers that are necessary for the reference and target computers.
    3. In Driver package source, type \\WDG-MDT-01\Packages$\Drivers, and then click OK.
    4. Click Next.
    Locate Driver: Add Driver to Boot Images 1. In the list of images, select the Windows PE Custom check box.
    2. Select the Update distribution points when finished check box, and then click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for importing the device drivers is displayed.
    Confirmation Click Close.

    To select the distribution points for the driver package

  6. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  7. In the Configuration Manager console, in the navigation pane, click Software Library.

  8. In the Software Library workspace, go to Overview/Operating Systems/Driver Packages.

  9. In the preview pane, click device_driver_name Package (where device_driver_name is a descriptive name for the device drivers).

  10. On the Ribbon, on the Home tab, in the Deployment group, click Distribute Content.

    The Distribute Content Wizard starts.

  11. Complete the Distribute Content Wizard using the information in Table 22. Accept the default values unless otherwise specified.

    Table 22. Information for Completing the Distribute Content Wizard

    On this wizard page Do this
    General Click Next.
    General: Content Click Next.
    General: Content Destination 1. Click Add, and then click Distribution Point.
    The Add Distribution Points dialog box appears.
    2. In the Add Distribution Points dialog box, select \\WDG-MDT-01.mdt2013.corp.woodgrovebank.com, and then click OK.
    \\WDGMDT01.mdt2013.corp.woodgrovebank.com appears in the Content destination list.
    3. Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for distributing the software is displayed.
    Completion Click Close.
  12. Close all open windows and dialog boxes.

Step 3-4: Enable MDT Deployment Process Monitoring

Prior to deploying the reference computer (WDG-REF-01) with the task sequence bootable media, enable MDT monitoring of the ZTI deployment process. You enable monitoring on the Monitoring tab on the deployment share Properties dialog box. Later in the process, you will monitor the ZTI deployment process using the Deployment Workbench or the Get-MDTMonitorData cmdlet.

To enable MDT monitoring of the ZTI deployment process

  1. Click Start, and then point to All Programs. Point to Microsoft Deployment Toolkit, and then click Deployment Workbench.

  2. In the Deployment Workbench console tree, go to Deployment Workbench/Deployment Shares.

  3. In the Actions pane, click New Deployment Shares.

    The New Deployment Share Wizard starts.

  4. Complete the New Deployment Share Wizard using the information in Table 23.

    Table 23. Information for Completing the New Deployment Share Wizard

    On this wizard page Do this
    Path In Deployment share path, type C:\DeploymentShare$, and then click Next.
    Share Click Next.
    Descriptive Name Click Next.
    Options Click Next.
    Summary Click Next.
    Progress The progress for creating the deployment share is displayed.
    Confirmation Click Finish.

    The New Deployment Share Wizard finishes, and the new deployment share—MDT Deployment Share (C:\DeploymentShare$)—appears in the details pane.

  5. In the details pane, click MDT Deployment Share (C:\DeploymentShare$).

  6. In the Actions pane, click Properties.

    The MDT Deployment Share (C:\DeploymentShare$) Properties dialog box opens.

  7. In the MDT Deployment Share (C:\DeploymentShare$) Properties dialog box, on the Monitoring tab, select the Enable monitoring for this deployment share check box, and then click Apply.

  8. In the MDT Deployment Share (C:\DeploymentShare$) Properties dialog box, on the Rules tab, notice that the EventService property has been added to the CustomSettings.ini file, and then click OK.

    The EventService property is as follows:

    EventService=http://WDG-MDT-01:9800  
    
  9. Close all open windows and dialog boxes.

Step 3-5: Customize the MDT Configuration Files for the Reference Computer

When the MDT task sequence has been created, customize the MDT configuration files that provide the configuration settings for deploying Windows 8.1 to the target computer. Specifically, customize the CustomSettings.ini file.

When the CustomSettings.ini file customization is finished, save the updated files to the source folder for the MDT Reference Computer Custom Settings package created earlier in the process (E:\Packages$\CustomSettings_Reference). Then, add the DoCapture and EventService properties and corresponding values to the CustomSettings.ini file so that the MDT deployment process captures an image of the reference computer (WDG-REF-01) after deploying Windows 8.1.

To customize the MDT configuration files for the reference computer

  1. In Windows Explorer, go to E:\Packages$\CustomSettings_Reference, and then double-click CustomSettings.ini.

  2. Open Microsoft Notepad, and then add the following lines to the end of the CustomSettings.ini file, as shown in Listing 1:

    DoCapture=YES  
    EventService=http://WDG-MDT-01:9800  
    

    Note

    Ensure that you remove any additional settings other than those shown in Listing 1.

    Listing 1. CustomSettings.ini File After Adding the DoCapture Property

    [Settings]  
    Priority=Default  
    Properties=MyCustomProperty  
    
    [Default]  
    OSInstall=Y  
    SkipCapture=YES  
    SkipAdminPassword=NO  
    SkipProductKey=YES  
    DoCapture=YES  
    EventService=http://WDG-MDT-01:9800  
    
  3. Save the file, and then exit Notepad.

Step 3-6: Update the Distribution Points for the Custom Settings Files Package

When the source folder has been updated for the MDT Reference Computer Custom Settings package in Configuration Manager, update the distribution points for the MDT Reference Computer Custom Settings Files package. Updating the distribution points copies the updated version of the CustomSettings.ini file to the deployment shares specified in the package.

To update the distribution points for the Custom Settings package

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Application Management/Packages.

  4. In the preview pane, click MDT Reference Computer Custom Settings.

  5. On the Ribbon, on the Home tab, in the Deployment group, click Update Distribution Points.

    The Configuration Manager dialog box opens, notifying you that you are going to update the package on all distribution points.

  6. In the Configuration Manager dialog box, click OK.

  7. Close all open windows and dialog boxes.

    Configuration Manager starts updating the distribution points with the latest versions of the CustomSettings.ini file. This process could take several minutes. Check the status of the package until the Last Update value of the package status has been updated to a recent date and time.

Step 3-7: Customize the Task Sequence for the Reference Computer

For most deployments, the Windows 8.1 Reference Deployment task sequence created earlier in the process performs all the necessary steps without modification. In this sample, modify the task sequence to set the password for the local Administrator account to a known value. By default, the task sequence sets the password for the local Administrator account to a random value. Further customization of the task sequence may be required depending on the environment.

To customize the Windows 8.1 Reference Deployment task sequence

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Task Sequences.

  4. In the preview pane, click Windows 8.1 Reference Deployment.

  5. On the Ribbon, on the Home tab, in the Task Sequence group, click Edit.

    The Windows 8.1 Reference Deployment Task Sequence Editor dialog box opens.

  6. In the Windows 8.1 Reference Deployment Task Sequence Editor dialog box, go to PostInstall/Apply Windows Settings.

  7. On the Properties tab, click Enable the account and specify the local administrator password.

  8. On the Properties tab, in Password and Confirm Password, type P@ssw0rd, and then click Apply.

  9. Make any additional modifications to the task sequence that the environment requires, and then click OK.

  10. Close all open windows and dialog boxes.

Step 4: Deploy Windows 8.1 and Capture an Image of the Reference Computer

When you have created the task sequence to deploy Windows 8.1 to the reference computer and captured an image of the reference computer, start the task sequence. Create the operating system capture by using the Task Sequence Media Wizard in the Configuration Manager console.

Deploy Windows 8.1 and capture an image of the reference computer by:

Step 4-1: Add the Reference Computer to the Configuration Manager Site Database

To deploy an operating system without stand-alone media to a new computer that Configuration Manager does not currently manage, add the new computer to the Configuration Manager site database prior to initiating the operating system deployment process. Configuration Manager can automatically discover computers on the network that have a Windows operating system installed; however, if the computer has no operating system installed, use the Import Computer Information Wizard to import the new computer information.

To add the reference computer to the Configuration Manager site database

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Assets and Compliance.

  3. In the Assets and Compliance workspace, go to Overview/Devices.

  4. On the Ribbon, on the Home tab, in the Create group, click Import Computer Information.

    The Import Computer Information Wizard starts.

  5. Complete the Import Computer Information Wizard using the information in 24. Accept the default values unless otherwise specified.

    Table 24. Information for Completing Import Computer Information Wizard

    On this wizard page Do this
    Select Source Click Import single computer, and then click Next.
    Select Source: Single Computer 1. In Computer Name, type WDG-REF-01.
    2. In MAC address, type mac_address (where mac_address is the media access control [MAC] address of the primary network adapter for the reference computer, WDG-REF-01).
    3. Click Next.
    Select Source: Data Preview Click Next.
    Select Source: Choose Target Collection Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for importing the computer is displayed.
    Confirmation Click Close.

    For more information on adding a new computer to the Configuration Manager site database, see the section, “To import computer information for a single computer,” in the section, “How to Deploy Operating Systems in Configuration Manager,” in the Configuration Manager Documentation Library, which is installed with Configuration Manager.

Step 4-2: Create a Collection That Contains the Reference Computer

In the Configuration Manager console, create a collection that includes the reference computer (WDG-REF-01). This computer collection is used later when advertising the task sequence created earlier in the process.

To create a collection that includes the reference computer

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Assets and Compliance.

  3. In the Assets and Compliance workspace, go to Overview/Device Collections.

  4. On the Ribbon, on the Home tab, in the Create group, click Create, and then click Create Device Collection.

    The Create Device Collection Wizard starts.

  5. Complete the Create Device Collection Wizard using the information in Table 25. Accept the default values unless otherwise specified.

    Table 25. Information for Completing the Create Device Collection Wizard

    On this wizard page Do this
    General
    1. In Name, type Microsoft Deployment – Reference Computer.
    2. In Comment, type Computer that is to be the reference computer for the target computers to be deployed.
    3. In Limited Collection, click Browse.

      The Select Collection dialog box appears. Complete the dialog box by performing the following steps:

      1. In Name, click All Systems.
      2. Click OK.
    4. Click Next.
    Membership Rules
    1. Click Add Rule, and then click Direct Rule.

      The Create Direct Membership Rule Wizard starts.
    2. Complete the Create Direct Membership Rule Wizard by performing the following steps:

      1. On the Welcome page, click Next.
      2. On the Search for Resources page, in Resource class, select System Resource; in Attribute name, select Name; in Value, type WDG-REF-01; and then click Next.
      3. On the Select Resources page, select WDG-REF-01, and then click Next.
      4. On the Summary page, click Next.
      5. On the Progress page, view the progress for creating the new membership rule.
      6. On the Completion page, click Close.
    3. Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for creating the device collection is displayed.
    Completion Click Close.

    For more information, see the section, “How to Create Collections in Configuration Manager,” in the Configuration Manager Documentation Library, which is installed with Configuration Manager.

Step 4-3: Deploy the Reference Computer Task Sequence

In the Configuration Manager console, deploy the task sequence created earlier in the process to the device collection that includes the reference computer created earlier in the process.

To deploy the task sequence

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Task Sequences.

  4. In the preview pane, click Windows 8.1 Reference Deployment.

  5. On the Ribbon, on the Home tab, in the Deployment group, click Deploy.

    The Deploy Software Wizard starts.

  6. Complete the Deploy Software Wizard using the information in Table 26. Accept the default values unless otherwise specified.

    Table ARABIC 26. Information for Completing the Deploy Software Wizard

    On this wizard page Do this
    General 1. In Collection, click Browse.
    2. In the Browse Collection dialog box, click Microsoft Deployment – Reference Computer, and then click OK.
    3. In Comment, type Deploy Windows 8.1 to the reference computer and then capture an image of the reference computer.
    4. Click Next.
    Deployment Settings 1. In Purpose, select Available.
    2. Select the Make available to boot media and PXE check box.
    3. Click Next.
    Deployment Settings: Schedule Click Next.
    Deployment Settings: User Experience Click Next.
    Deployment Settings: Alerts Click Next.
    Deployment Settings: Distribution Points Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for deploying the task sequence is displayed.
    Completion Click Close.

    For more information, see the section, “How to Deploy a Task Sequence,” in the Configuration Manager Documentation Library, which is installed with Configuration Manager.

Step 4-4: Create the Task Sequence Bootable Media

To initiate the MDT process, provide a method for starting the computer with Windows PE and the necessary software by creating the task sequence bootable media disk. Use the Task Sequence Media Wizard in the Configuration Manager console to create bootable media for storage on a USB flash drive, CD, or DVD.

To create a task sequence bootable media disk

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Task Sequences.

  4. On the Ribbon, on the Home tab, in the Create group, click Create Task Sequence Media.

    The Create Task Sequence Media Wizard starts.

  5. Complete the Create Task Sequence Media Wizard using the information in Table 27. Accept the default values unless otherwise specified.

    Table 27. Information for Completing the Create Task Sequence Media Wizard

    On this wizard page Do this
    Select Media Type 1. Click Bootable media.
    2. Clear the Allow unattended operating system deployment check box.
    3. Click Next.
    Select Media Type: Media Management Click Site-based media, and then click Next.
    Select Media Type: Media Type In Media file, type \\WDG-MDT-01\Capture$\CM2012_TS_Boot_Media.iso, and then click Next.
    Select Media Type: Security In Password and Confirm password, type P@ssw0rd, and then click Next.
    Select Media Type: Boot Image 1. In Boot image, click Browse.
    2. In the Select a Boot Image dialog box, click Windows PE Custom, and then click OK.
    3. In Distribution point, click \\WDG-MDT-01.mdt2013.corp.woodgrovebank.com, and then click OK.
    4. In Management point, click \\WDG-MDT-01.mdt2013.corp.woodgrovebank.com, and then click OK.
    5. Click Next.
    Select Media Type: Customization Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for creating the task sequence media is displayed.
    Completion Click Close.

    The wizard creates the CM2012_TS_Boot_Media.iso file in the WDG-MDT-01Capture$ shared folder.

  6. If WDG-REF-01 is a physical computer, create a CD or DVD of the International Organization for Standardization (ISO) file. If WDG-REF-01 is a VM, start the VM directly from the ISO file.

    For more information on creating the task sequence bootable media disk, see the section, “How to Create Bootable Media,” in the Configuration Manager Documentation Library, which is installed with Configuration Manager.

Step 4-5: Start the Reference Computer with the Task Sequence Bootable Media

Start the reference computer (WDG-REF-01) with the task sequence bootable media disk created earlier in the process. This medium starts Windows PE on the reference computer and initiates the MDT process. At the end of the MDT process, Windows 8.1 is deployed on the reference computer and an image of the reference computer is saved to \WDG-MDT-01\Capture$\WDG-REF-01.wim.

Note

You can also initiate the MDT process by starting the target computer from Windows Deployment Services.

To start the reference computer with the task sequence bootable media

  1. Start WDG-REF-01 with the task sequence bootable media created earlier in the process.

    Windows PE starts, and then the Task Sequence Wizard starts.

  2. Complete the Task Sequence Wizard using the information in Table 28. Accept the default values unless otherwise specified.

    Table 28. Information for Completing the Task Sequence Wizard

    On this wizard page Do this
    Welcome to the Task Sequence Wizard In Password, type P@ssw0rd, and then click Next.
    Select a Task Sequence In the list box, select Windows 8.1 Reference Deployment, and then click Next.

    To monitor the reference computer deployment process using the Deployment Workbench

  3. On WDG-MDT-01, click Start, and then point to All Programs. Point to Microsoft Deployment Toolkit, and then click Deployment Workbench.

  4. In the Deployment Workbench console tree, go to Deployment Workbench/Deployment Shares/MDT Deployment Share (C:\DeploymentShare$)/Monitoring.

  5. In the details pane, view the deployment process for WDG-REF-01.

  6. In the Actions pane, periodically click Refresh.

    The status of the deployment process is updated in the details pane. Continue to monitor the deployment process until the process is complete.

  7. In the details pane, click WDG-REF-01.

  8. In the Actions pane, click Properties.

    The WDG-REF-01 Properties dialog box is displayed.

  9. In the WDG-REF-01 Properties dialog box, on the Identity tab, view the monitoring information provided about the deployment process as described in Table 29.

    Table 29. Monitoring Information About the Deployment Process

    Information Description
    ID Unique identifier for the computer being deployed.
    Computer Name The name of the computer being deployed.
    Deployment status The current status of the computer being deployed; the status can be one of the following:

    - Running. The task sequence is healthy and running.
    - Failed. The task sequence failed, and the deployment process was unsuccessful.
    - Completed. The task sequence has finished.
    - Unresponsive. The task sequence has not updated its status in the past four hours and is assumed to be nonresponsive.
    Step The current task sequence step being run.
    Progress The overall progress of the task sequence. The progress bar indicates how many task sequence steps have been run out of the total number of task sequence steps.
    Start The time the deployment process started.
    End The time the deployment process ended.
    Elapsed The length of time the deployment process has been running or took to run if the deployment process has finished.
    Errors The number of errors encountered during the deployment process.
    Warnings The number of warnings encountered during the deployment process.
    Remote Desktop This button allows you to establish a remote desktop connection with the computer being deployed using the Windows Remote Desktop feature. This method assumes that:

    - The target operating system is running and has remote desktop support enabled
    - mstsc.exe is in the path Note: This button is always visible but may not be able to establish a remote desktop session if the monitored computer is running Windows PE, has not completed installation of the target operating system, or does not have the Remote Desktop feature enabled.
    VM Connection This button allows you to establish a remote desktop connection to a VM running in HyperV®. This method assumes that:

    - The deployment is being performed to a VM running on Hyper-V
    - vmconnect.exe is located in the %ProgramFiles%\Hyper-V folder Note: This button appears when ZTIGather.wsf detects that Hyper-V integration components are running on the monitored computer. Otherwise, this button will not be visible.
    DaRT Remote Control This button allows you to establish a remote control session using the remote viewer feature in the Diagnostics and Recovery Toolkit (DaRT).

    This method assumes that:

    - DaRT has been deployed to the target computer and is currently running
    - DartRemoteViewer.exe is located in the %ProgramFiles%\Microsoft DaRT 7\v7 folder Note: This button appears when ZTIGather.wsf detects that DaRT is running on the monitored computer. Otherwise, this button will not be visible.
    Automatically refresh this information every 10 seconds Check box that controls whether the information in the dialog box is automatically refreshed. If the check box is:

    - Selected, the information is refreshed every 10 seconds
    - Cleared, the information is not automatically refreshed and must be manually refreshed using the Refresh Now button
    Refresh Now This button immediately refreshes the information displayed in the dialog box.
  10. In the WDG-REF-01 Properties dialog box, click OK.

  11. Close the Deployment Workbench.

    To monitor the reference computer deployment process using the Get-MDTMonitorData cmdlet

  12. On WDG-MDT-01, click Start, point to Administrative Tools, and then click Windows PowerShell Modules.

    The Windows PowerShell Modules command prompt opens.

  13. Create a Windows PowerShell drive that uses the MDT PowerShell provider by running the New-PSDrive cmdlet, as shown in the following example:

    New-PSDrive -Name DS001 -PSProvider mdtprovider -Root d:\DeploymentShare$  
    
  14. View the MDT monitoring process by running the Get-MDTMonitorData cmdlet, as shown in the following example:

    Get-MDTMonitorData -Path DS001:  
    

    This command returns the monitoring data collected by the MDT monitoring service running on the same computer that hosts the deployment share, as shown in the following example output:

    Name               : WDG-REF-01  
    PercentComplete    : 96  
    Settings           :  
    Warnings           : 0  
    Errors             : 0  
    DeploymentStatus   : 1  
    StartTime          : 6/7/2012 6:45:39 PM  
    EndTime            :   
    ID                 : 1  
    UniqueID           : 94a0830e-f2bb-421c-b1e0-6f86f9eb9fa1  
    CurrentStep        : 130  
    TotalSteps         : 134  
    StepName           : Gather  
    LastTime           : 6/7/2012 8:46:32 PM  
    DartIP             :  
    DartPort           :  
    DartTicket         :  
    VMHost             : XYL-DC-02  
    VMName             : WDG-REF-01  
    ComputerIdentities : {}  
    
  15. Close the Windows PowerShell console.

    If any problems occur during the deployment, consult the MDT document Troubleshooting Reference. When completed, a captured image of the reference computer should exist in \\WDG-MDT-01\Capture$\WDG-REF-01.wim.

Step 5: Create and Configure a Task Sequence to Deploy the Target Computer

After the task sequence to deploy the reference computer (WDG-REF-01) finishes, a captured image of the reference computer is stored in \\WDG-MDT-01\Capture$\WDG-REF-01.wim. Now, create a task sequence that will deploy the captured image of the reference computer to the target computer (WDG-CLI-01). When this step is complete, you can deploy the captured image of the reference computer to the target computer.

Create and configure a task sequence to deploy the target computer by:

Step 5-1: Import the Captured .wim File into Configuration Manager

After the image of the reference computer (WDG-REF-01) is captured in to the .wim file, import the captured .wim file into Configuration Manager. Import the captured .wim file into the Operating System Images node using the Add Operating System Image Wizard.

The captured WIM file contains two images, one for each partition on the reference computer. Identify which of the images has the captured Windows 8.1 operating system using the image description containing Windows 8.1. You use the image index when you create the task sequence for deploying the captured image to the target computer.

To import the captured .wim file into Configuration Manager

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Operating System Images.

  4. On the Ribbon, in the Create group, click Add Operating System Image.

    The Add Operating System Image Wizard starts.

  5. Complete the Add Operating System Image Wizard using the information in Table 30. Accept the default values unless otherwise specified.

    Table 30. Information for Completing the Add Operating System Image Wizard

    On this wizard page Do this
    Data Source In Path, type \\WDG-MDT-01\Capture$\WDG-REF-01.wim, and then click Next.
    General 1. In Name, type Windows 8.1 Reference Image.
    2. In Version, type 1.00.
    3. In Comments, type Windows 8.1 captured image of reference computer (WDG-REF-01) used to deploy to target computers, and then click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for importing the operating system image is displayed.
    Completion Click Close.
  6. In the preview pane, click Windows 8.1 Reference Image.

  7. In the preview pane, click the Details tab.

    The list of operating system partitions captured in the .wim file is displayed. The image index that contains Windows 8.1 is the image index you will specify later during the Create MDT Task Sequence Wizard.

  8. Record the image index that contains Windows 8.1.

    Tip

    For the purposes of this example, image index 2 should have the Windows 8.1 operating system.

Step 5-2: Create an MDT Task Sequence to Deploy the Captured Image

After the image is captured, create a task sequence to deploy the captured image of the reference computer (WDG-REF-01) to the target computer (WDG-CLI-01). Most of the packages needed for this task sequence were created earlier in the process. However, you must create a new MDT Custom Settings package that has the proper configuration settings for the target computer and creates an operating system image of the captured image of the reference computer.

To create a task sequence template to deploy the captured image to the target computer

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Task Sequences.

  4. On the Ribbon, on the Home tab, in the Task Sequences group, click Create MDT Task Sequence.

    The Create MDT Task Sequence Wizard starts.

  5. Complete the Create MDT Task Sequence Wizard using the information in Table 31. Accept the default values unless otherwise specified.

    Table 31. Information for Completing the Create MDT Task Sequence Wizard

    On this wizard page Do this
    Choose Template Select Client Task Sequence, and then click Next.
    Choose Template: General 1. In Task sequence name, type UDI - Windows 8.1 Target Deployment.
    2. In Task sequence comments, type Task sequence for deploying captured reference computer image to the target computer (WDG-CLI-01) using UDI, and then click Next.
    Choose Template: Details 1. In Use name, type Woodgrove Bank Employee.
    2. In Organization name, type Woodgrove Bank.
    3. Click Next.
    Choose Template: Capture Settings Click Next.
    Boot Image 1. In Specify an existing boot image package, click Browse.
    2. In Select a Package dialog box, click Windows PE Custom, and then click OK.
    3. Click Next.
    MDT Package 1. In Specify an existing Microsoft Deployment Toolkit Files package, click Browse.
    2. In the Select a Package dialog box, click MDT Files, and then click OK.
    3. Click Next.
    OS Image 1. Click Specify an existing OS image.
    2. In Specify an existing OS image, click Browse.
    3. In the Select a Package dialog box, click Windows 8.1 Reference Image, and then click OK.
    4. Click Next.
    OS Image: OS Image Index 1. In The selected operating system image (WIM) file contains multiple images. Specify which image you would like to deploy, select image_index (where image_index is the image index of the image that contains Windows 8.1, which was identified in the Step 5-1: Import the Captured .wim File into Configuration Manager; for the purposes of this guide, select 2).
    2. Click Next.
    Deployment Method Click Perform a "User-Driven Installation", and then click Next.
    Client Package 1. In Specify an existing ConfigMgr client package, click Browse.
    2. In the Select a Package dialog box, click Microsoft Configuration Manager Client Upgrade, and then click OK.
    3. Click Next.
    USMT Package 1. In Specify an existing USMT package, click Browse.
    2. In the Select a Package dialog box, click USMT, and then click OK.
    3. Click Next.
    Settings Package 1. Click Create a new settings package.
    2. In Package source folder to be created, type \\WDG-MDT-01\Packages$\UDICustomSettings_Target, and then click Next.
    Settings Package: Settings Details 1. In Name, type UDI Target Computer Custom Settings.
    2. In Version, type 1.00.
    3. In Comments, type Configuration settings for MDT deployment process using UDI (such as CustomSettings.ini) for the target computer, and then click Next.
    Sysprep Package Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for creating the task sequence is displayed.
    Confirmation Click Finish.

    The list of task sequences is displayed. The task sequence that you just created (UDI – Windows 8.1 Target Deployment) is listed in the list of task sequences.

Step 5-3: Select the Distribution Points for the New Packages and Images

Running the Create MDT Task Sequence Wizard to create the task sequence for the target generates a new software-distribution package and a new image. When the package and image are created, select the distribution points from which the package and image will be copied and available to target computers.

Note

In this sample, there is only one distribution point (WDG-MDT-01). However, most production networks will have multiple distribution points. When performing this step in a production environment, select the appropriate distribution points for the network.

Select the distribution points for the software-distribution package (for the new target computer custom settings package called MDT 2013 Target Computer Custom Settings) and the operating system image package (for the new captured .wim file of the reference computer called Windows 8.1 Reference Image).

To select the distribution points for the software-distribution package

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Task Sequences.

  4. In the preview pane, select UDI - Windows 8.1 Target Deployment.

    On the Ribbon, on the Home tab, in the Deployment group, click Distribute Content.

    The Distribute Content Wizard starts.

  5. Complete the Distribute Content Wizard using the information in Table 32. Accept default values unless otherwise specified.

    Table 32. Information for Completing the Distribute Content Wizard

    On this wizard page Do this
    General Click Next.
    Content Click Next.
    General: Content Destination 1. Click Add, and then click Distribution Point.
    The Add Distribution Points dialog box appears.
    2. In the Add Distribution Points dialog box, select \\WDGMDT01.mdt2013.corp.woodgrovebank.com, and then click OK.
    \\WDGMDT01.mdt2013.corp.woodgrovebank.com appears in the Content destination list.
    3. Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for distributing the software is displayed.
    Completion Click Close.

Step 5-4: Customize the MDT Configuration Files

When the task sequence for the target computer has been created, customize the MDT configuration files that provide the configuration settings for deploying Windows 8.1 to the target computer—specifically, CustomSettings.ini.

When the CustomSettings.ini file has been customized, save the updated files to the source folder for the MDT Custom Settings package created earlier in the process (E:\Packages$\CustomSettings_Target).

To customize the MDT configuration files for the target computer

  1. In Windows Explorer, go to E:\Packages$\CustomSettings_Target folder, and then double-click CustomSettings.ini.

  2. Open Notepad, and then add the following line to the CustomSettings.ini file that the environment requires, as shown in Listing 2:

    This setting configures monitoring of the target computer deployment.

    Note

    Make any other changes that your environment requires.

    Listing 2. Default CustomSettings.ini File

    [Settings]  
    Priority=Default  
    Properties=MyCustomProperty  
    
    [Default]  
    OSInstall=Y  
    SkipCapture=YES  
    SkipAdminPassword=NO  
    SkipProductKey=YES  
    EventService=http://WDG-MDT-01:9800  
    
  3. Save the file, and then close Notepad.

Step 5-5: Update the Distribution Points for the Custom Settings Package

When the source folder has been updated for the MDT Target Computer Custom Settings package in Configuration Manager, update the distribution points for the MDT Target Computer Custom Settings package. Updating the distribution points copies the updated version of the CustomSettings.ini file to the deployment shares specified in the package.

To update the distribution points for the Custom Settings package

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Application Management/Packages.

  4. In the preview pane, click MDT Target Computer Custom Settings.

  5. On the Ribbon, on the Home tab, in the Deployment group, click Update Distribution Points.

    The Configuration Manager dialog box opens, notifying you that you are going to update the package on all distribution points.

  6. In the Configuration Manager dialog box, click OK.

  7. Close all open windows and dialog boxes.

Step 5-6: Customize the Task Sequence for the Target Computer

For most deployments, the Windows 8.1 Target Deployment task sequence created earlier in the process performs all the necessary steps without modification. In this sample, modify the task sequence template to set the password for the local Administrator account to a known value. (By default, the task sequence sets the password for the local Administrator account to a random value.) The task sequence may require further customization depending on the environment.

To customize the Windows 8.1 Target Deployment task sequence

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Task Sequences.

  4. In the preview pane, click UDI - Windows 8.1 Target Deployment.

  5. On the Ribbon, on the Home tab, in the Task Sequence group, click Edit.

    The Windows 8.1 Reference Deployment Task Sequence Editor dialog box opens.

  6. In the Windows 8.1 Reference Deployment Task Sequence Editor dialog box, go to PostInstall/Apply Windows Settings.

  7. On the Properties tab, click Enable the account and specify the local administrator password.

  8. On the Properties tab, in Password and Confirm Password, type P@ssw0rd, and then click Apply.

  9. Make any additional modifications to the task sequence that the environment requires, and then click OK.

  10. Close all open windows and dialog boxes.

Step 5-7: Configure an Unattended Installation of Office Professional Plus 2010

Configuration Manager distributes the files and folders used to deploy Office Professional Plus 2010 but does not provide the method for performing an unattended installation after distribution. Instead, the unattended installation must be configured using methods provided in Office Professional Plus 2010. You can configure unattended (silent) installation of Office Professional Plus 2010 using one of the following methods:

  • Create an Office Customization Tool (OCT) Setup customization file (.msp file).

  • Modify the Config.xml file.

    For more information about each of these methods, see Customize Setup before installing Office 2010.

    For the purposes of this guide, the unattended installation of Office Professional Plus 2010 will be done by creating an OCT Setup customization file (.msp file). You will save the OCT Setup customization file in the Updates folder, which is automatically scanned by the Office Professional Plus 2010 Setup Wizard.

    To configure an unattended installation of Office Professional Plus 2010

  1. At a command prompt, type the following command, and then press ENTER.

    e:  
    
  2. At a command prompt, type the following command, and then press ENTER.

    cd \Source$\OfficeProPlus2010\  
    
  3. At a command prompt, type the following command, and then press ENTER.

    setup /admin  
    

    The OCT starts, and the Select Product dialog box opens.

  4. In the OCT, in the Select Product dialog box, click OK.

    The OCT loads the appropriate information, and then displays the settings that can be customized in the .msp file.

  5. In the OCT, in the navigation pane, go to Setup/Install location and organization name.

  6. In the preview pane, in Organization name, type Woodgrove Bank.

  7. In the OCT, in the navigation pane, go to Setup/Licensing and user interface.

  8. In the preview pane, select the I accept the terms in the License Agreement check box.

  9. In the preview pane, in Display level, select None.

  10. From the File menu, click Save As.

    The Save As dialog box opens.

  11. In the Save As dialog box, type E:\Source$\OfficeProPlus2010\Updates\OPP2010_Unattend, and then click Save.

    The OPP2010_Unattend.msp file is saved.

  12. Close all open windows and dialog boxes.

Step 5-8: Create an Office Professional Plus 2010 Application

One of the advantages to performing MDT deployments using UDI is the ability for the user to select the applications to install at deployment time. You can add any number of applications to Configuration Manager, and then select the applications when running the UDI Wizard, as described in Step 6-4: Start the Target Computer with the Task Sequence Bootable Media.

You can configure the applications that appear in the UDI Wizard using the UDI Wizard Designer, as described in Step 5-11: Customize the UDI Wizard Configuration File for the Target Computer.

To create an Office Professional Plus 2010 application

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Application Management/Applications.

  4. On the Ribbon, on the Home tab, in the Create group, click Create Application.

    The Create Application Wizard starts.

  5. Complete the Create Application Wizard using the information in Table 33. Accept default values unless otherwise specified.

    Table 3. Information for Completing the Create Application Wizard

    On this wizard page Do this
    General Click Manually specify the application information, and then click Next.
    General: General 1. In Name, type Microsoft Office Professional Plus 2010 – x86.
    2. In Administrator comments, type 32-bit version of Microsoft Office Professional Plus 2010.
    3. Select the Allow this application to be installed from Install Application task sequence action instead of deploying it manually check box.
    4. Click Next.
    General: Application Catalog 1. In Localized description, type 32-bit version of Microsoft Office Professional Plus 2010 for use by Woodgrove Bank Employees.
    2. In Keywords, type Office Professional Plus 2010.
    3. Click Next.
    General: Deployment Type s
    1. Click Add.

      The Create Deployment Type Wizard Starts.
    2. In the Create Deployment Type Wizard, on the General page, click Manually specify the deployment type information and then click Next.
    3. On the General: General Information page, perform the following steps, and then click Next:

      1. In Name, type Microsoft Office Professional Plus 2010 – x32 (Windows Installer).
      2. In Administrator comments, type Deploy Microsoft Office Professional Plus 2010 using native Windows Installer.
    4. On the General: Content page, perform the following steps, and then click Next:

      1. In Content location, type \\WDGMDT01\Source$\OfficeProPlus2010.
      2. In Installation program, type setup.exe.
      3. In Uninstall program, type setup.exe /uninstall PROPLUS.
    5. On the General: Detection Method page, perform the following steps, and then click Next:

      1. Click Add Clause,

        The Detection Rule dialog box appears.
      2. In the Detection Rule dialog box, in Setting Type, select Windows Installer.
      3. In Product code, click Browse

        The Open dialog box appears.
      4. In the Open dialog box, in File name, type \\WDGMDT01\Source$\OfficeProPlus2010\ProPlus.WW\ProPlusWW.msi, and then click Open.

        The product code for Office Professional Plus 2010 appears in the Product code box.
      5. In the Detection Rule dialog box, click OK.
    6. On the General: User Experience page, perform the following steps, and then click Next:

      1. In Installation behavior, select Install for system.
      2. In Logon requirement, select Whether or not a user is logged on.
      3. In Installation program visibility, select Normal.
      4. In Estimated installation time, type 120.
    7. On the Requirements page, click Next.
    8. On the Dependencies page, click Next.
    9. On the Summary page, click Next.
    10. On the Completion page, click Close.

      The Create Application Wizard starts.
    11. Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for creating the application is displayed.
    Completion Click Close.

    The Office Professional Plus 2010 – x86 application appears in the preview pane.

Step 5-9: Distribute the Office Professional Plus 2010 Application

After you have created the Office Professional Plus 2010 application, you need to distribute the application to the distribution points. Doing so allows installation of the application from the distribution points. For the purposes of this guide, there is only one distribution point (WDG-MDT-01). In typical Configuration Manager deployments, there are usually multiple distribution points.

To distribute the Office Professional Plus 2010 application

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Application Management/Applications.

  4. In the preview pane, click Microsoft Office Professional Plus 2012 – x86.

  5. On the Ribbon, on the Home tab, in the Deployment group, click Distribute Content.

    The Distribute Content Wizard starts.

  6. Complete the Distribute Content Wizard using the information in Table 34. Accept the default values unless otherwise specified.

    Table 34. Information for Completing the Distribute Content Wizard

    On this wizard page Do this
    General Click Next.
    General: Content Click Next.
    General: Content Destination 1. Click Add, and then click Distribution Point.
    The Add Distribution Points dialog box appears.
    2. In the Add Distribution Points dialog box, select \\WDGMDT01.mdt2013.corp.woodgrovebank.com, and then click OK.
    \\WDGMDT01.mdt2013.corp.woodgrovebank.com appears in the Content destination list.
    3. Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for distributing the application is displayed.
    Completion Click Close.
  7. Close all open windows and dialog boxes.

Step 5-10: Make the Office Professional Plus 2010 Application Available to All Users

After you have created the Office Professional Plus 2010 application, you need to distribute the application to the distribution points. Doing so allows installation of the application from the distribution points. For the purposes of this guide, there is only one distribution point (WDG-MDT-01). In typical Configuration Manager deployments, there are usually multiple distribution points.

To make the Office Professional Plus 2010 application available to all users

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Application Management/Applications.

  4. In the preview pane, click Microsoft Office Professional Plus 2010 – x86.

  5. On the Ribbon, on the Home tab, in the Deployment group, click Deploy.

    The Deploy Software Wizard starts.

  6. Complete the Deploy Software Wizard using the information in Table 35. Accept the default values unless otherwise specified.

    Table 35. Information for Completing the Deploy Software Wizard

    On this wizard page Do this
    General 1. In Collection, click Browse.
    The Select Collection dialog box appears.
    2. In the Select Collection dialog box, click All Users, and then click OK.
    3. In Comments, type Make Microsoft Office Professional Plus 2010 available for deployment to all users.
    4. Click Next.
    Content Click Next.
    Deployment Settings Click Next.
    Scheduling Click Next.
    Alerts Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for deploying the application is displayed.
    Completion Click Close.
  7. Close all open windows and dialog boxes.

Step 5-11: Customize the UDI Wizard Configuration File for the Target Computer

The User-Driven Installation task sequence template includes a task sequence step that runs the UDI Wizard. When a task sequence step runs the UDI Wizard, the step also references an XML file that determines the configuration of the UDI Wizard. The UDIWizard_Config.xml file in the Scripts folder controls the behavior of the UDI Wizard. Customize the UDIWizard_Config.xml file using the UDI Wizard Designer.

The UDI Wizard Designer includes predefined stage groups for the UDI Wizard listed in Table 36. You can add or remove the wizard pages that appear in the UDI Wizard and the sequence of each wizard page for each stage group.

Table 36. Predefined Stage Groups for Each Supported MDT Deployment Scenario

Stage group Description
New Computer Use this stage group as the basis for your deployment when a new installation of a Windows operating system is deployed to a new computer and no user state is migrated.
Refresh Use this stage group as the basis for your deployment when a computer is refreshed, including computers that must be re-imaged for image standardization or to address a problem.
Replace Use this stage group as the basis for your deployment when one computer replaces another computer. The existing user state migration data is saved from the original computer. Then, a new installation of Windows is deployed to a new computer. Finally, the user state data is restored to the new computer.

To customize the UDI Wizard configuration file for the reference computer

  1. Click Start, point to All Programs, point to Microsoft Deployment Toolkit, and then click UDI Wizard Designer.

    The UDI Wizard Designer starts.

  2. On the Ribbon, on the Home tab, in the File Menu group, click Open.

  3. In the Open dialog box, in File name, type \\WDG-MDT-01\Packages$\MDT_Files\Scripts\UDIWizard_Config.xml, and then click Open.

    Note

    This opens the copy of the UDIWizard_Config.xml file that resides in the MDT Package folder you created when you ran the Create Microsoft Deployment Task Sequence Wizard earlier in the process.

  4. In the Page Library, click Install Programs.

  5. On the Ribbon, on the Home tab, in the Edit Settings group, click Configuration Manager.

    The Site Settings dialog box appears.

  6. In the Site Settings dialog box, perform the following steps, and then click OK:

    1. In Site Server Name, type WDG-MDT-01.

    2. In Site Code, type NYC.

    3. Click Validate Site.

    4. In Application Collection, type All Users.

      Note

      The Configuration Manager collection you type here must match the Configuration Manager collection to which you deployed your applications. In this guide, you selected the All Users collection in Step 5-10: Make the Office Professional Plus 2010 Application Available to All Users.

  7. In the preview pane, on the Flow tab, expand StageGroup: New Computer.

    The list of wizard pages used in the StageGroup: New Computer flow is displayed.

    Note

    Make note of the sequence of the wizard pages in the StageGroup: New Computer flow in the UDI Wizard Designer. You will see the same sequence of wizard pages when you run the UDI Wizard in Step 6-4: Start the Target Computer with the Task Sequence Bootable Media.

  8. Configure the StageGroup: New Computer flow using the information for each page listed in Table 37. Accept the default values unless otherwise specified.

    Table 37. Information for Configuring UDI Wizard Designer Pages

    Wizard page Click the Configure tab and do the following
    BitLocker
    1. Under BitLocker Mode, expand BitLocker Mode. In BitLocker Checkbox, clear the Initially check this check box check box.
    2. Under BitLocker Mode, click Unlocked for each of the following configuration options:

      • BitLocker Checkbox
      • BitLocker Mode Radio Buttons
      • PIN Text Box

    The status for each configuration option changes to Locked, which prevents users from changing these options in the UDI Wizard.
    Volume
    1. Under Image Combo Box, expand Image Combo Behavior, under Image Combo Box Values, right-click Windows 8.1 RTM (x86), and then cliczk Select an Operating System Image.

      The Select an Operating System Image dialog box appears.
    2. Complete the Select an Operating System Image dialog box by performing the following steps, and then click OK:

      1. In Select an Operating System Image/Installer to add, click image_index (where image_index is the image index of the image that contains Windows 8.1, which was identified in Step 5-1: Import the Captured .wim File into Configuration Manager; for the purposes of this guide, select 2).
      2. In Display Name, type Windows 8.1 Reference Image – x64.
    3. Under Image Combo Box, expand Image Combo Behavior; under Image Combo Box Values, right-click Windows 8.1 RTM (x86), and then click Remove Item.

      The Delete Item Confirmation dialog box appears.
    4. In the Delete Item Confirmation dialog box, click Yes.
    5. Under User Data and Settings, expand User Data Combo Behavior, and then select the Format: Clean all the data on the target volume during install check box.
    6. Under User Data Combo Behavior, click Unlocked for each of the following configuration options:

      • Format Drive
      • Windows Directory

    The status for each configuration option changes to Locked, which prevents users from changing these options in the UDI Wizard.
    New Computer Details 1. Under Network Details, expand Network Details; in Domain or Workgroup Radio Buttons, click Domain.
    2. Under Domain or Workgroup Radio Buttons, click Unlocked.
    The status changes to Locked, which prevents users from changing this option in the UDI Wizard.
    3. Under Network Details, expand Domains and OUs, and then click Add Domain.
    The Create or Edit Domain Information dialog box appears.
    4. In the Create or Edit Domain Information dialog box, in Domain Name type mdt2013.corp.woodgrovebank.com.
    5. In the Create or Edit Domain Information dialog box, in Friendly Name, type Woodgrove Bank Active Directory Domain, and then click OK.
    Install Programs
    1. Under Software and Groups, right-click any blank area, and then click Add Software Group.

      The Add/Edit a Software Group dialog box appears.
    2. In the Add/Edit a Software Group dialog box, in Name, type Woodgrove Bank Applications, and then click OK.
    3. Under Software and Groups, click Woodgrove Bank Applications.
    4. On the Ribbon, on the Home tab, in the General Software Item Settings group, click Add, and then click Add Software to Group.

      The Add Software to Group Wizard starts.
    5. Complete the Add Software to Group Wizard by performing the following steps:

      1. On the What type of software item do you want to add page, click I want to add an Application, and then click Next.
      2. On the Search Configuration Manager for the Software Item to Add page, in Display Name, type Microsoft Office Professional Plus 2010 – x86.
      3. On the Search Configuration Manager for the Software Item to Add page, click Select.

        The Search Applications dialog box appears.
      4. In the Search Applications dialog box, click Search, click Microsoft Office Professional Plus 2010 – X86, and then click OK.
      5. On the Search Configuration Manager for the Software Item to Add page, click Finish.

      Microsoft Office Professional Plus 2010 – x86 appears underneath the Woodgrove Bank Applications software group.
    6. Under Software and Groups, click General Software.
    7. On the Ribbon, on the Home tab, in the General Software Item Settings group, click Add, and then click Remove Item.

      The Delete the Selected Item dialog box appears.
    8. In the Delete the Selected Item dialog box, click Yes.
    9. Under Software and Groups, select the check box for Woodgrove Bank Applications.

      The group and Microsoft Office Professional Plus 2010 – x86 are selected.
  9. On the Ribbon, on the Home tab, click Save.

    The File Save dialog box appears.

  10. In the File Save dialog box, click OK.

  11. Leave the UDI Wizard Designer open for the next step.

Step 5-13: Create a New Custom Wizard Page

You can create custom wizard pages that allow you to collect deployment information in addition to the information collected on other UDI Wizard pages. You create custom wizard pages based on the Build Your Own Page wizard page type. After you create the custom wizard page, you can add controls to it and configure the task sequence variables the controls set.

For this guide, Woodgrove Bank wants to allow users to enter their name and the department in which they work. Woodgrove Bank is departmentalized by geographic location. This information will be used to configure the registered user name and organization in Windows. In this step, you add a new custom wizard page to the New Computer stage group.

To create a new custom wizard page

  1. On the Ribbon, on the Home tab, in the Page Library group, click Add Page.The Add New Page dialog box appears.

  2. In the Add New Page dialog box, in the Page Type column, click Build Your Own Page.

  3. In Display Name, type User Information.

  4. In Page Name, type UserInformationPage, and then click OK.

    The User Information page appears in the Page Library.

  5. In the details pane, click the Flow tab.

  6. On the Flow tab, expand the New Computer stage group.

    The list of wizard pages in the New Computer stage group is displayed.

  7. In the Page Library, drag the User Information page to a point immediately before the BitLocker page in the New Computer stage group on the Flow tab.

  8. On the Ribbon, on the Home tab, click Save.

    The File Save dialog box appears.

  9. In the File Save dialog box, click OK.

  10. Leave the UDI Wizard Designer open for the next step.

Step 5-14: Add Controls to New Custom Wizard Page

After the new UDI custom wizard page has been added to the New Computer stage group, the appropriate controls need to be added to the new custom wizard page. The controls are added to the custom wizard page from the Build Your Own Page toolbox, which is displayed when you view the custom wizard page on the Configure tab in the UDI Wizard Designer.

Table 38 lists the types of controls to your custom wizard page, which is illustrated in Figure 1.

Table 38. Types of Controls in the UDI Build Your Own Page Toolbox

Control type Description
Checkbox This control allows you to select or clear a configuration option and behaves as a traditional user interface (UI) check box. This control has a corresponding label that you can use to describe the purpose of the check box. The state of this control is True when the check box is selected and False when the check box is cleared. The state of the check box is stored in the task sequence variable configured for this control. For more information on this control, see "Checkbox Control" in the MDT document, Toolkit Reference.
Combobox This control allows you to select an item from a list of items and behaves as a traditional UI drop-down list. This control allows you to add or remove items from the list and provide a corresponding value that will be set in the task sequence variable configured for this control. For more information on this control, see "Combobox Control" in the MDT document, Toolkit Reference.
Line This control allows you to add a horizontal line to divide one portion of the custom wizard page from another. This control does not collect any configuration values but rather is used to visually enhance the UI. For more information on this control, see "Line Control" in the MDT document, Toolkit Reference.
Label This control allows you to add descriptive, read-only text to the wizard page. This control does not collect any configuration values but rather is used to visually enhance the UI. For more information on this control, see "Label Control" in the MDT document, Toolkit Reference.
Radio This control allows you to select one configuration option from a group of two or more options. As with traditional radio buttons, two or more of these controls can be grouped together, and then the user can select one of the options in the radio button group. A unique value is assigned to each option. The value assigned to the selected option control is saved in the task sequence variable configured for this control. For more information on this control, see "Radio Control" in the MDT document, Toolkit Reference.
Bitmap This control allows you to add a bitmap graphic (.bmp file) to the custom wizard page. This control does not collect any configuration values but rather is used to visually enhance the UI. The path to the .bmp file is relative to the location of the UDI Wizard (OSDSetupWizard.exe). For more information on this control, see "Bitmap Control" in the MDT document, Toolkit Reference.
Textbox This control allows you to enter text on the custom wizard page. The text typed into this control is saved in the task sequence variable configured for this control. For more information on this control, see "Textbox Control" in the MDT document, Toolkit Reference.

You can add any combination of these controls to your custom wizard page based on the information you want to collect. In addition, you can use the Show Gridlines check box to show or hide gridlines that can be used to assist in visually designing the custom wizard page.

For the purposes of this example, you will create a custom wizard page as illustrated in Figure 1.

QuickStartGuideforUDI
Figure 1. Custom wizard page to be created

Figure 1. Custom wizard page to be created

To add controls to the new custom wizard page

  1. In the Page Library, click User Information page.

  2. In the details pane, click the Configure tab.

    The Build Your Own Page toolbox and empty wizard page are displayed.

  3. In the Build Your Own Page toolbox, drag the Label control to the empty wizard page at approximately the following coordinates:

    • x = 30

    • y = 5

      The label control is placed on the wizard page and named label1.

  4. On the custom wizard page, click label1 (the label control added in step 3).

    This control acts as a heading for the custom wizard page and describes the purpose of the page.

  5. Configure the layout properties of label1 on the Layout tab using the information in Table 39. Accept the default values unless otherwise stated.

    Table 39. label1 Layout Properties

    Property Value
    Label User and organization information
    X 30
    Y 5
  6. In the Build Your Own Page toolbox, drag the Label control to the empty wizard page at approximately the following coordinates:

    • x = 60

    • y = 60

      The label control is placed on the wizard page and named label2.

  7. On the custom wizard page, click label2 (the control added in the previous step).

    This control acts as a label for the text box used to enter the user name.

  8. Configure the layout properties of label2 on the Layout tab using the information in Table 40. Accept the default values unless otherwise stated.

    Table 40. lable2 Layout Properties

    Property Value
    Label User name
    X 60
    Y 60
  9. In the Build Your Own Page toolbox, click and drag the Textbox control to the empty wizard page at approximately the following coordinates:

    • x = 60

    • y = 80

      The Textbox control is placed on the wizard page and named text1.

  10. On the custom wizard page, click text1 (the control added in the previous step).

    This control is the text box used to enter the user name.

  11. Configure the layout properties of text1 on the Layout tab using the information in Table 41. Accept the default values unless otherwise stated.

    Table 41. text1 Layout Properties

    Property Value
    X 60
    Y 80
    Width 400
  12. Configure the settings properties of text1 on the Settings tab using the information in Table 42. Accept the default values unless otherwise stated.

    Table 42. text1 Settings Properties

    Property Value
    Task sequence variable name FullName
    Friendly display name visible in summary page Registered user name
  13. In the Build Your Own Page toolbox, drag the Label control to the empty wizard page at approximately the following coordinates:

    • x = 60

    • y = 60

      The Label control is placed on the wizard page and named label3.

  14. On the custom wizard page, click label3 (the control added in the previous step).

    This control acts as a label for the combo box used to select the organization or department name for the user.

  15. Configure the layout properties of lable3 on the Layout tab using the information in Table 43. Accept the default values unless otherwise stated.

    Table 43. lable3 Layout Properties

    Property Value
    Label Organization or department name
    X 60
    Y 121
  16. In the Build Your Own Page toolbox, drag the Combobox control to the empty wizard page at approximately the following coordinates:

    • x = 60

    • y = 140

      The Combobox control is placed on the wizard page and named combo1.

  17. On the custom wizard page, click combo1 (the control added in the previous step).

    This control is the combo box used to select the organization name.

  18. Configure the layout properties of combo1 on the Layout tab using the information in Table 44. Accept the default values unless otherwise stated.

    Table 44. combo1 Layout Properties

    Property Value
    X 60
    Y 80
    Width 400
  19. Add data items to the layout properties of combo1 on the Layout tab using the information in Table 45. Accept the default values unless otherwise stated.

    Table 45. combo1 Data Items

    Value Display Value
    Woodgrove Bank – New York City Woodgrove Bank – New York City
    Woodgrove Bank – Dallas Woodgrove Bank – Dallas
    Woodgrove Bank – Chicago Woodgrove Bank – Chicago
    Woodgrove Bank – Seattle Woodgrove Bank – Seattle
  20. Configure the settings properties of combo1 on the Settings tab using the information in Table 46. Accept the default values unless otherwise stated.

    Table 46. combo1 Settings Properties

    Property Value
    Task sequence variable name OrgName
    Friendly display name visible in summary page Registered organization name
  21. On the Ribbon, on the Home tab, click Save.

    The File Save dialog box appears.

  22. In the File Save dialog box, click OK.

  23. Close the UDI Wizard Designer.

Step 5-15: Update the Distribution Points for the MDT Files Package

After the UDI Wizard configuration file, UDIWizard_Config.xml, has been updated for the MDT Files package in Configuration Manager, update the distribution points for the MDT Files package. Updating the distribution points copies the updated version of the UDIWizard_Config.xml file to the deployment shares specified in the package.

To update the distribution points for the MDT Files package

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Application Management/Packages.

  4. In the preview pane, click MDT Files.

  5. On the Ribbon, on the Home tab, in the Deployment group, click Update Distribution Points.

    The Configuration Manager dialog box opens, notifying you that you are going to update the package on all distribution points.

  6. In the Configuration Manager dialog box, click OK.

  7. Close all open windows and dialog boxes.

    Configuration Manager starts updating the distribution points with the latest versions of the UDIWizard_Config.xml file. This process could take several minutes. Check the status of the package until the Last Update value of the package status has been updated to a recent date and time.

Step 6: Deploy the Captured Image of the Reference Computer to the Target Computer

When you have captured the image of the reference computer and created and configured the task sequence, deploy the captured image. Configure MDT to provide all the necessary configuration settings to deploy to the target computer. After initiating the deployment process, the image of the reference computer running Windows 8.1 is automatically deployed to the target computer and configured with the settings defined.

Deploy the captured image by:

Step 6-1: Add the Target Computer to the Configuration Manager Site Database

To deploy an operating system without stand-alone media to a new computer that Configuration Manager does not currently manage, add the new computer to the Configuration Manager site database prior to initiating the operating system deployment process. Configuration Manager can automatically discover computers on the network that have a Windows operating system installed; however, if the computer has no operating system installed, use the Import Computer Information Wizard to import the new computer information.

To add the target computer to the Configuration Manager site database

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Assets and Compliance.

  3. In the Assets and Compliance workspace, go to Overview/Devices.

  4. On the Ribbon, on the Home tab, in the Create group, click Import Computer Information.

    The Import Computer Information Wizard starts.

  5. Complete the Import Computer Information Wizard using the information in Table 47. Accept the default values unless otherwise specified.

    Table 47. Information for Completing Import Computer Information Wizard

    On this wizard page Do this
    Select Source Click Import single computer, and then click Next.
    Select Source: Single Computer 1. In Computer Name, type WDG-CLI-01.
    2. In MAC address, type mac_address (where mac_address is the MAC address of the primary network adapter for the target computer, WDG-CLI-01).
    3. Click Next.
    Select Source: Data Preview Click Next.
    Select Source: Choose Target Collection Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for importing the computer is displayed.
    Confirmation Click Close.

    For more information on adding a new computer to the Configuration Manager site database, see the section, “To import computer information for a single computer,” in the section, “How to Deploy Operating Systems in Configuration Manager,” in the Configuration Manager Documentation Library, which is installed with Configuration Manager.

Step 6-2: Create a Computer Collection That Includes the Target Computer

In the Configuration Manager console, create a collection that includes the target computer (WDG-CLI-01). You use this computer collection later when advertising the task sequence created earlier in the process.

To create a computer collection that includes the target computer

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Assets and Compliance.

  3. In the Assets and Compliance workspace, go to Overview/Device Collections.

  4. On the Ribbon, on the Home tab, in the Create group, click Create Device Collection.

    The Create Device Collection Wizard starts.

  5. Complete the Create Device Collection Wizard using the information in Table 48. Accept the default values unless otherwise specified.

    Table 48. Information for Completing the Create Device Collection Wizard

    On this wizard page Do this
    General
    1. In Name, type Microsoft Deployment – Batch 01.
    2. In Comment, type Computers that are to be included in the first batch of computers deployed.
    3. In Limited Collection, click Browse.

      The Browse Collections dialog box appears. Complete the dialog box by performing the following steps:

      1. In the Browse Collection dialog box, in Name, click All Systems.
      2. Click OK.
    4. Click Next.
    Membership Rules
    1. Click Add Rule, and then click Direct Rule.

      The Create Direct Membership Rule Wizard starts.
    2. Complete the Create Direct Membership Rule Wizard by performing the following steps:

      1. On the Welcome page, click Next.
      2. On the Search for Resources page, in Resource class, select System Resource; in Attribute name, select Name; in Value, type WDG-CLI-01; and then click Next.
      3. On the Select Resources page, select WDG-CLI-01, and then click Next. Note: The process for adding the target computer (WDG-CLI-01) to All Systems can take a few minutes to finish. If WDG-CLI-01 does not appear in the list, repeat steps b and c until WDGCLI01 appears.
      4. On the Summary page, click Next.
      5. On the Completion page, click Close.
    3. Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for creating the device collection is displayed.
    Completion Click Close.

    For more information, see the section, “How to Create Collections in Configuration Manager,” in the Configuration Manager Documentation Library, which is installed with Configuration Manager.

Step 6-3: Deploy the Target Computer Task Sequence

In the Configuration Manager console, deploy the task sequence created earlier in the process for the target computers. Deploy the task sequence to the collection of target computers created earlier in the process.

To deploy the task sequence

  1. Click Start, point to All Programs, and then point to Microsoft System Center 2012. Point to Configuration Manager, and then click Configuration Manager Console.

  2. In the Configuration Manager console, in the navigation pane, click Software Library.

  3. In the Software Library workspace, go to Overview/Operating Systems/Task Sequences.

  4. In the preview pane, click UDI - Windows 8.1 Target Deployment.

  5. On the Ribbon, on the Home tab, in the Deployment group, click Deploy.

    The Deploy Software Wizard starts.

  6. Complete the Deploy Software Wizard using the information in Table 49. Accept the default values unless otherwise specified.

    Table 49. Information for Completing the Deploy Software Wizard

    On this wizard page Do this
    General 1. In Collection, click Browse.
    2. In the Browse Collection dialog box, click Microsoft Deployment – Batch 01, and then click OK.
    3. In Comment, type Deploy Windows 8.1 to the first batch of target computers using UDI.
    4. Click Next.
    Deployment Settings 1. In Purpose, select Available.
    2. Select the Make available to boot media and PXE check box.
    3. Click Next.
    Deployment Settings: Schedule Click Next.
    Deployment Settings: User Experience Click Next.
    Deployment Settings: Alerts Click Next.
    Deployment Settings: Distribution Points Click Next.
    Summary Review the information in the Details box that you provided while completing the previous wizard pages, and then click Next.
    Progress The progress for creating the deploying the task sequence is displayed.
    Completion Click Close.

    For more information, see the section, “How to Deploy a Task Sequence,” in the Configuration Manager Documentation Library, which is installed with Configuration Manager.

Step 6-4: Start the Target Computer with the Task Sequence Bootable Media

Start the target computer (WDG-CLI-01) with the task sequence bootable media created earlier in the process. This medium starts Windows PE on the reference computer and initiates the MDT process. At the end of the MDT process, Windows 8.1 is deployed on the target computer.

Note

You can also initiate the MDT process by starting the target computer from Windows Deployment Services.

To start the target computer with the task sequence bootable media

  1. Start WDG-CLI-01 with the task sequence bootable media created earlier in the process.

    Windows PE starts, and then the Task Sequence Wizard starts.

  2. Complete the Task Sequence Wizard using the information in Table 50. Accept the default values unless otherwise specified.

    Table 50. Information for Completing the Task Sequence Wizard

    On this wizard page Do this
    Welcome to the Task Sequence Wizard In Password, type P@ssw0rd, and then click Next.
    Select a Task Sequence In the list box, select UDI - Windows 8.1 Target Deployment, and then click Next.

    At the appropriate task sequence step, the UDI Deployment Wizard starts.

  3. Complete the UDI Deployment Wizard using the information in Table 51. Accept the default values unless otherwise specified.

    Table 51. Information for UDI Deployment Wizard

    On this wizard page Do this
    Welcome Click Next.
    User Information 1. In User Name, type Woodgrove Bank Chicago Employee.
    2. In Organization or Department Name, select Woodgrove Bank – Chicago.
    3. Click Next.
    BitLocker Click Next.
    Volume Click Next.
    Select Target Click Next.
    Deployment Readiness 1. Review the configuration checks, and ensure that the status for all checks are set to Success.
    2. Click Next.
    New Computer Details 1. In Computer name, type WDG-CLI-01. Note: In unknown computer scenarios, users could change the computer name to the appropriate value.
    2. In User name, type MDT2013\Administrator.
    3. In Password and Confirm password, type P@ssw0rd.
    4. Click Next.
    Administrator Password 1. In Administrator password and Confirm password, type P@ssw0rd.
    2. Click Next.
    User Device Affinity Select the Set primary user check box, and then click Next.
    Language Click Next.
    Install Programs Verify that the Microsoft Office Professional Plus 2010 – x86 check box is selected, and then click Next.
    Summary Review the information that you provided while completing the previous wizard pages, and then click Finish.

    To monitor the reference computer deployment process using the Deployment Workbench

  4. On WDG-MDT-01, click Start, and then point to All Programs. Point to Microsoft Deployment Toolkit, and then click Deployment Workbench.

  5. In the Deployment Workbench console tree, go to Deployment Workbench/Deployment Shares/MDT Deployment Share (C:\DeploymentShare$)/Monitoring.

  6. In the details pane, view the deployment process for WDG-REF-01.

  7. In the Actions pane, periodically click Refresh.

    The status of the deployment process is updated in the details pane. Continue to monitor the deployment process until the process is complete.

  8. In the details pane, click WDG-REF-01.

  9. In the Actions pane, click Properties.

    The WDG-REF-01 Properties dialog box is displayed.

  10. In the WDG-REF-01 Properties dialog box, on the Identity tab, view the monitoring information provided about the deployment process as described in Table 52.

    Table 52. Monitoring Information About the Deployment Process

    Information Description
    ID Unique identifier for the computer being deployed.
    Computer Name The name of the computer being deployed.
    Deployment status The current status of the computer being deployed; the status can be one of the following:

    - Running. The task sequence is healthy and running.
    - Failed. The task sequence failed, and the deployment process was unsuccessful.
    - Completed. The task sequence has finished.
    - Unresponsive. The task sequence has not updated its status in the past four hours and is assumed to be nonresponsive.
    Step The current task sequence step being run.
    Progress The overall progress of the task sequence. The progress bar indicates how many task sequence steps have been run out of the total number of task sequence steps.
    Start The time the deployment process started.
    End The time the deployment process ended.
    Elapsed The length of time the deployment process has been running or took to run if the deployment process has finished.
    Errors The number of errors encountered during the deployment process.
    Warnings The number of warnings encountered during the deployment process.
    Remote Desktop This button allows you to establish a remote desktop connection with the computer being deployed using the Windows Remote Desktop feature. This method assumes that:

    - The target operating system is running and has remote desktop support enabled
    - mstsc.exe is in the path Note: This button is always visible but may not be able to establish a remote desktop session if the monitored computer is running Windows PE, has not completed installation of the target operating system, or does not have the Remote Desktop feature enabled.
    VM Connection This button allows you to establish a remote desktop connection to a VM running in HyperV. This method assumes that:

    - The deployment is being performed to a VM running on Hyper-V
    - vmconnect.exe is located in the %ProgramFiles%\Hyper-V folder Note: This button appears when ZTIGather.wsf detects that Hyper-V integration components are running on the monitored computer. Otherwise, this button will not be visible.
    DaRT Remote Control This button allows you to establish a remote control session using the remote viewer feature in DaRT.

    This method assumes that:

    - DaRT has been deployed to the target computer and is currently running
    - DartRemoteViewer.exe is located in the %ProgramFiles%\Microsoft DaRT 7\v7 folder Note: This button appears when ZTIGather.wsf detects that DaRT is running on the monitored computer. Otherwise, this button will not be visible.
    Automatically refresh this information every 10 seconds Check box that controls whether the information in the dialog box is automatically refreshed. If the check box is:

    - Selected, the information is refreshed every 10 seconds
    - Cleared, the information is not automatically refreshed and must be manually refreshed using the Refresh Now button
    Refresh Now This button immediately refreshes the information displayed in the dialog box.
  11. In the WDG-REF-01 Properties dialog box, click OK.

  12. Close the Deployment Workbench.

    To monitor the reference computer deployment process using the Get-MDTMonitorData cmdlet

  13. On WDG-MDT-01, click Start, point to Administrative Tools, and then click Windows PowerShell Modules.

    The Windows PowerShell Modules command prompt opens.

  14. Create a Windows PowerShell drive that uses the MDT PowerShell provider by running the New-PSDrive cmdlet as shown in the following example:

    New-PSDrive -Name DS001 -PSProvider mdtprovider -Root d:\DeploymentShare$  
    
  15. View the MDT monitoring process by running the Get-MDTMonitorData cmdlet, as shown in the following example:

    Get-MDTMonitorData -Path DS001:  
    

    This command returns the monitoring data collected by the MDT monitoring service running on the same computer that hosts the deployment share as shown in the following example output:

    Name               : WDG-REF-01  
    PercentComplete    : 96  
    Settings           :  
    Warnings           : 0  
    Errors             : 0  
    DeploymentStatus   : 1  
    StartTime          : 6/7/2012 6:45:39 PM  
    EndTime            :   
    ID                 : 1  
    UniqueID           : 94a0830e-f2bb-421c-b1e0-6f86f9eb9fa1  
    CurrentStep        : 130  
    TotalSteps         : 134  
    StepName           : Gather  
    LastTime           : 6/7/2012 8:46:32 PM  
    DartIP             :  
    DartPort           :  
    DartTicket         :  
    VMHost             : XYL-DC-02  
    VMName             : WDG-REF-01  
    ComputerIdentities : {}  
    
    Name               : WDG-CLI-01  
    PercentComplete    : 26  
    Settings           :  
    Warnings           : 0  
    Errors             : 0  
    DeploymentStatus   : 1  
    StartTime          : 6/7/2012 3:07:13 AM  
    EndTime            :   
    ID                 : 2  
    UniqueID           : 94a0830e-f2bb-421c-b1e0-6f86f9eb9fa1  
    CurrentStep        : 49  
    TotalSteps         : 134  
    StepName           : Capture Network Settings using MDT  
    LastTime           : 6/7/2012 3:08:32 AM  
    DartIP             :  
    DartPort           :  
    DartTicket         :  
    VMHost             :   
    VMName             :   
    ComputerIdentities : {}  
    
  16. Close the Windows PowerShell console.

    If any problems occur during the deployment, consult the MDT document Troubleshooting Reference. When successfully completed, the target computer is running a Windows 8.1 operating system configured like the reference computer.

    At the completion of the deployment process, Windows 8.1 starts for the first time, and the Welcome tab in the Deployment Complete dialog box is displayed. The Welcome tab displays helpful information about the deployment and provides contact information in the event issues with the deployment occur.

    Review the information on the Deployment Summary and Applications Installed tabs to verify that Windows 8.1 and Office Professional Plus 2010 were installed correctly. When you have finished reviewing these tables, click Start Windows to log on to Windows 8.1 for the first time.

Note

Configuration Manager applications are not displayed on the Applications Installed tab. Instead, they are detected after the user logs on to the target computer for the first time.