Supporting the Operating System and Application Installation for Windows 8.1
- Objective 1.1: Support operating system installation
- Objective 1.2: Support desktop apps
- Objective 1.3: Support Windows Store and cloud apps
You must pass two exams to earn the Microsoft Certified Solutions Associate (MCSA) certification. The first, Configuring Windows 8.1 (70-687), deals mainly with how to install and configure the operating system. The second, Supporting Windows 8.1 (70-688), deals mainly with how to support those installations and configurations for the long term. Because the common factor between these two exams is Windows 8.1, you’ll see some overlap. For instance, you learn how to install Windows To Go while preparing for Exam 70-687, and you learn how to support Windows To Go while preparing for Exam 70-688. That’s a fine line; make sure that as you work through this book you understand that installations and configurations might already have been performed, and that those who write the exam questions might simply assume that you know how to do it. That said, you will still see how to perform some installation and configuration tasks in this chapter, especially those you might not be familiar with.
In this chapter you’ll learn how to support various operating system installations that are, for the most part, already in place, ranging from the most basic Windows 8.1 installations to native virtual hard disks to specialty Windows installations unique to a single enterprise. You’ll learn how to support desktop apps in many ways, too, including how to run those apps in virtual, cloud, or remote environments when running them on each workstation isn’t ideal. Finally, you’ll learn how network administrators can make their own apps available to users in a process called sideloading.
Objectives in this chapter:
- Objective 1.1: Support operating system installation
- Objective 1.2: Support desktop apps
- Objective 1.3: Support Windows Store and cloud apps
Objective 1.1: Support operating system installation
You can install an operating system in many ways beyond the familiar upgrade-with-a-DVD or boot-to-a-DVD method. You can install Windows 8.1 as Windows To Go, native virtual hard disk (VHD), and as part of a multiboot system, for example.
You also can customize an installation. As an enterprise network administrator, you can configure a reference computer exactly as you want it, install drivers, software, specialty screen savers, and so on, and then create an image of that computer to use for workstation installations. You can also perform installations via a network by enabling the computers to locate the installation files on a network server. Installations can be lite-touch and zero-touch, too, and include unique answer files to reduce the amount of human contact required during the installation process. In this objective you’ll learn how to support many of these types of installations.
Supporting Windows To Go
To create a Windows To Go workspace, you must have access to a Windows 8-based Enterprise edition computer. Windows 8.1 Enterprise has a Windows To Go Creator Wizard just for that purpose. You create and save the workspace to a certified Windows To Go USB flash drive. After it’s created, you give authorized users the configured flash drive, which they can use to run Windows from a computer other than their own, assuming that the computer can be configured to start to a USB drive and run a compatible operating system.
A few things are unique about Windows To Go:
- You can create a Windows To Go workspace only from a Windows 8-based Enterprise edition computer, and you need the Windows 8-based Enterprise installation files to do so. Installation files can be in the form of an International Organization for Standardization (ISO) file, installation media such as a DVD, or a Windows Image file (.wim).
- The Windows To Go drive can hold the same image used on your enterprise workstations.
- The USB drive must be at least 32 gigabytes (GB) or larger and must be Windows To Go certified.
- You can’t use Trusted Platform Model (TPM) with Windows To Go drives. TPM protects a specific computer from unauthorized access, and Windows To Go is used on more than one. When BitLocker is used, though, you can configure a startup password.
- Hibernate and sleep aren’t enabled by default, although they can be through Group Policy.
- Windows Recovery Environment (Windows RE) isn’t available, nor is resetting or refreshing. You should reimage problematic drives.
- For Windows To Go images that run Windows 8.1 Enterprise edition, Windows Store apps can roam between multiple PCs on a Windows To Go drive.
Hosting Windows To Go
The host computer is the computer used to start to the Windows To Go USB drive. The host computer must:
- Have hardware that has been certified for use with either Windows 7 or Windows 8 operating systems
- Not be a Windows RT or Mac computer
- Be thought of as a temporary host, because Windows To Go is only a short-term solution when the user can’t be at his or her workstation
- Meet additional requirements listed in Table 1-1 and Table 1-2
TABLE 1-1 Computer requirements when hosting Windows To Go
Startup and firmware
The computer must be able to start to a USB drive and firmware must be USB enabled.
The architecture must support the image on the Windows To Go drive (see Table 1-2).
The host must have an available USB port that can’t be part of a USB hub and must be 2.0 or later.
Processor, RAM, graphics
The host must meet minimum standards for Windows 8, including a 1-GHz processor or higher, 2 GB of RAM or higher, and a DirectX 9 graphics device with WDDM 1.2 or greater driver.
TABLE 1-2 Architecture requirements for hosting Windows To Go
Legacy 32-bit BIOS
Legacy 64-bit BIOS
32-bit and 64-bit
UEFI 32-bit BIOS
UEFI 64-bit BIOS
Note also that the host computer’s internal hard disks aren’t accessible. This is to ensure that data isn’t accidentally or maliciously accessed by the temporary user. Likewise, Windows To Go won’t be listed in File Explorer.
Starting to Windows To Go
If a host meets the requirements for starting to a Windows To Go USB drive, you should change the startup options on the host to ensure that it will do exactly that when a USB Windows To Go drive is inserted.
To change the Windows To Go startup options on a host running Windows 8.1, follow these steps:
- Log on as an administrator.
- Right-click the Start button and Control Panel.
- Click Hardware And Sound.
- Under Devices And Printers, click Change Windows To Go Startup Options.
Click Yes (see Figure 1-1).
FIGURE 1-1 Configure the host computer to start to a Windows To Go workspace.
- Click Save Changes.
When you’re ready, turn off the host computer, insert the Windows To Go USB drive into an applicable USB port, and restart the computer. During this first restart, the host scans for the Windows To Go drive and installs any required drivers. The information is cached so that next time the process won’t be repeated. When the Windows To Go workspace opens, you use it as you would any Windows 8.1 installation, but understand the limitations detailed earlier (such as Hibernate being disabled and internal drives unavailable).
Configuring Group Policy for Windows To Go
Administrators configure and apply Group Policy to control what workers, guests, user groups, and even computer groups can do or access, either locally or on a domain. For example, you might use Group Policy to keep users from accessing the Windows Store or from copying data to removable drives. You might also require that all computers on a company network use a specific desktop background. Group Policy helps you maintain a secure (and sometimes identical) work environment for everyone. This makes managing large networks easier.
On domains, you configure Group Policy by using the Group Policy Management Console (gpmc.msc) or the Group Policy Editor (gpedit.msc). On a workgroup, you use the Local Group Policy Editor on each computer.
Three Windows To Go settings are available:
- Allow Hibernate (S4) When Starting From A Windows To Go Workspace When this setting is enabled, the PC can go into hibernation mode when started from a Windows To Go workspace. If this setting is disabled or not configured, the PC can’t.
- Windows To Go Default Startup Options When this setting is enabled, the host computer can start to a Windows To Go workspace when one is discovered during startup, and users can’t change this setting in Control Panel. If this setting is disabled, the host can’t start to a Windows To Go workspace unless a user configures the option manually in the BIOS or other boot order configuration. If it’s not configured, users who are members of the Administrators group can make changes using the Windows To Go Startup Options Control Panel item.
- Disallow Standby Sleep States (S1-S3) When Starting From A Windows To Go Workspace If this setting is enabled, when started from the Windows To Go workspace, Windows can’t use standby states to let the computer sleep. If this setting is disabled or not configured, Windows can use standby states to make the PC sleep.
To locate and explore the available Windows To Go Local Group Policy settings, and to enable Windows To Go Default Startup Options, follow these steps:
- Press Windows logo key+R to open a Run dialog box.
- Type gpedit.msc and press Enter.
- Navigate to Computer Configuration, Administrative Templates, Windows Components, Portable Operating System.
- Double-click and explore each of the three available settings, and then return to the second one, Windows To Go Default Startup Options.
Click Enabled (see Figure 1-2).
FIGURE 1-2 Locate and configure Windows To Go Local Group Polices.
- Click OK.
Managing boot settings
Startup settings determine how a computer starts by default. When multiple operating systems are available, a list of startup entries generally appears from which users can choose what they want. BCDedit and BCDboot are command-line utilities used to configure and control the process. Startup configuration parameters are stored in the Boot Configuration Data (BCD) Store, which you manage with the BCD Editor (Bcdedit.exe).
Although these command-line tools might be new to you, you might already be familiar with a related end-user option available from the System tool in Control Panel. Click Advanced System Settings to see the dialog box shown in Figure 1-3 on the left, and click Settings under Startup and Recovery to see the Startup And Recovery dialog box shown on the right. The Startup And Recovery dialog box in Figure 1-3 also shows that Windows 8.1 is the default operating system. If multiple operating systems exist on the machine, the list of startup options remains on the screen (and available for selection) for 30 seconds before the default operating system automatically starts. When you need to make simple changes (such as changing the default operating system), you can make those changes in the Startup And Recovery dialog box.
FIGURE 1-3 Change basic startup settings from the Startup And Recovery dialog box.
You can also change how Windows starts by using the System Configuration utility (Msconfig.exe) and the BCD Windows Management Instrumentation (WMI) provider. The System Configuration utility is more advanced than the Startup And Recovery dialog box and offers more tools with capabilities that include /debug, /safeboot, /bootlog, /noguiboot, /basevideo, and /numproc. The latter is a management interface that you can use to script utilities that modify BCD.
Bcdedit.exe is a command-line utility that replaced Bootcfg.exe in Windows Vista. Figure 1-4 shows this command and the resulting information regarding the BCD Store on a computer running only Windows 8.1 Enterprise. Notice the Administrator command prompt. The results show two entries: Windows Boot Manager and Windows Boot Loader.
FIGURE 1-4 Type bcdedit at an Administrator command prompt to view the BCD Store.
Windows Boot Manager lets you to choose which startup application to run and controls that process during startup. One of those applications is the Windows Boot Loader, which loads Windows—in this case, Windows 8.1 Enterprise.
You can do much more with the bcdedit command than simply showing the BCD Store information. You can do the following, for example:
- Add entries to an existing BCD Store, and modify or delete existing entries
- Export entries to a BCD Store or import from one
- Apply a global change (to all the entries)
- Change the default time-out value
You’ll likely be tested on the various parameters you can use with the bcdedit command. Here are some with which you should be familiar (you can find a more complete list at http://technet.microsoft.com/en-us/library/cc709667(v=WS.10).aspx):
- /create store Use this to create a new empty startup configuration store
- /export or /import Use /export to export store information or /import to restore using what you’ve saved from the /export parameter
- /copy Use this to copy entries in the store
- /delete Use this to delete entries in the store
- /boot sequence Use this to configure a one-time startup sequence for the boot manager
- /default This sets the default startup entry
- /displayorder This sets the startup order in a multiboot system
- /timeout This sets the boot manager timeout value
Installing Windows 8.1 or any other operating system on a hard disk automatically creates partitions. The system partition contains the files required to start the operating system (as well as the Boot folder) that tells the computer where the operating system is stored. The boot partition contains the Windows operating system files. The active partition, a system partition, is the one used to start Windows. You can have multiple startup partitions—and you will if you have a multiboot system. BCDboot helps you manage these partitions.
Bcdboot.exe (as well as Bcdedit.exe) is located in the Windows\System32 folder of a Windows 8.1 computer. You can copy startup files from the Windows directory with this command:
You can use the bcdboot command to do the following, for example:
- Configure a computer to boot to a virtual hard disk (VHD) file
- Repair the system partition by replacing damaged files with undamaged copies
- Set up or repair the startup menu on a multiboot PC
You can view the parameters listed here by typing bcdboot /Windows at an Administrator command prompt, as shown in Figure 1-5.
FIGURE 1-5 Type bcdboot /windows to view available parameters for the command.
You should be familiar with these bcdboot parameters:
- /l specifies an optional language for the BCD Store. The default is U.S. English.
- /s specifies a volume letter for the system partition. This shouldn’t be used in typical deployment scenarios but can be used to specify a system partition for a drive on a USB flash drive or a secondary hard drive. The default is the partition designated in the firmware.
- /v specifies verbose mode, which provides details regarding what the computer is doing and what drivers and software it’s loading during startup.
- /m specifies that you want to merge the values from an existing startup entry into a new startup entry. This option merges only global objects by default. You can specify an operating system loader GUID to merge a specific loader object.
- /d specifies that you want to preserve the existing startup entry.
- /f, when used with /s, specifies the firmware type. Options are UEFI, BIOS, and ALL.
You can view the current partitions for any Windows 8.1 computer in Disk Management, as shown in Figure 1-6.
FIGURE 1-6 View partitions in Disk Management.
Adding a native VHD to the startup menu
A virtual hard disk (VHD) is a single file that functions as a unique, separate drive with its own operating system. If you studied for Exam 70-687, Configuring Windows 8.1, you learned how to create a VHD inside an existing operating system by using the Disk Management console, and then how to install Windows on it by using tools in the Windows Assessment and Deployment Toolkit (ADK). You learned how to attach the VHD and then run it “on top of” your Windows 8.1 default installation in its own separate window and space. In this instance, the VHD had a parent operating system.
VHDs can also run on their own, without the need for a parent operating system. These are called native VHDs. You can create a native VHD and use it to start by using the computer’s actual hardware. This is easier to do if the computer already has an operating system on it, but it’s not required that it does. In fact, you can run this kind of VHD on a computer with no existing virtual machine or hypervisor.
Adding a native VHD to a computer with an operating system
If the computer has an operating system, you can create and attach a VHD by using the Disk Management console. From the Action menu select Create VHD to get started. Then use the Action menu again to attach the newly created VHD. (Creating a VHD was covered in Exam Ref 70-687: Configuring Windows 8.1.)
With the VHD created and attached, you can now work through the following general steps:
- Start the computer by using a DVD or USB drive that contains a Windows 8.1 Enterprise image (or whatever you want to install). This can be a simple installation DVD or something you’ve created via other methods.
- Opt to start to the DVD or USB drive, and start the installation process.
- When you get to the Windows Setup page that asks where you want to install Windows, choose the partition that houses the VHD you created. If you don’t see it, you might have to restart at step 1 and press Shift+F10 to attach the VHD.
- Work through the rest of the installation process as prompted.
- When installation is complete, on restart, you’ll see two entries, one for the existing operating system and one for the new VHD. The new VHD should be on top.
Adding a native VHD to a computer without an operating system
If a computer doesn’t have an operating system, you need some way to communicate with it and make the desired configurations—in this case, adding a native VHD to the startup menu. You do this by creating and using a Windows Preinstallation Environment (Window PE) 8.1 disk and a Windows Image (.wim) file.
To get started, you need to install the Windows ADK on another Windows 7 or Windows 8-based technician computer. Use the Windows ADK to create the Windows PE disk. You use this disk and various tools to apply the .wim you want to install. You use the Deployment Image Service and Management (DISM) tool to apply an existing Windows 8 image, perhaps one you created for your enterprise (or to modify the image). This image can include drivers, for example.
Assuming that the computer doesn’t have an operating system on it and has at least 30 GB of free disk space, you first must use the DiskPart tool to create, attach, partition, and format a new virtual hard disk. At a command prompt, type the following, noting that you can generally use different parameters than what you see here for size, type, drive letter, and so on as desired:
Diskpart create vdisk file=C:\windows.vhdx maximum=25600 type=fixed select vdisk file=C:\windows.vhdx attach vdisk create partition primary assign letter=v format quick label=vhdx exit
To apply the desired Windows image and to use the DiskPart tool to detach the virtual disk after applying it, type
Dism /apply-image /imagefile:install.wim /index:1 /ApplyDir:V:diskpart select vdisk file=C:\windows.vhdx detach vdisk exit
To copy the VHDX file to a network share or USB hard drive, if applicable, type
net use n: \\server\sharemd N:\VHDXs copy C:\windows.vhdx n:\VHDs\
Start the destination computer with the Windows PE disk, and then format the hard disk and create a system and primary partition. Type
Diskpart select disk 0 clean create partition primary size=350 select partition 1 format fs=ntfs label=”System” quick active create partition primary format fs=ntfs label=”Windows” quick assign letter=c exit
Copy the VHDX file and attach it on the destination computer by typing the following:
copy N:\VHDs\Windows.vhdx C diskpart select vdisk file=C:\windows.vhdx attach vdisk
Note the letter given to the VHD in the volume list. To exit the DiskPart tool, type
list volume select volume <volume_number_of_attached_VHD> assign letter=v exit
Copy the boot-environment files from the \Windows directory in the VHD to the system partition. The BCDboot tool creates the BCD configuration required to start from the VHD. Type
cd v:\windows\system32 bcdboot v:\windows
Use the DiskPart tool to detach the virtual disk and then restart the destination computer. Type
Diskpart select vdisk file=C:\windows.vhdx detach vdisk exit
On restart, the Boot Manager starts via the .vhdx file.
Working with multiboot systems
A multiboot system has two or more operating systems installed on it. In a multiboot configuration, each operating system uses its own unique partition, and the operating systems are completely independent of one another. Most network administrators use (or formerly used) multiboot systems to test new operating systems and to determine compatibility with existing software and hardware. Most end users choose this type of setup when they need to run a legacy application that isn’t compatible with Windows 8.1 and can’t be forced into compatibility with Program Compatibility Mode. (Most users don’t understand, have never heard of, or can’t configure a VHD to resolve these kinds of problems.)
Creating a multiboot system is easier than you might think, assuming that your computer has a large enough hard drive to create a new partition for a second operating system. Only a few steps are involved: Shrink an existing partition so that you can use the new, unused space to create a second partition; create the new partition; and then install the operating system on it. You use Disk Management to shrink a partition:
- Press the Windows logo key+R to open a Run dialog box.
- In the Run dialog box, type diskmgmt.msc.
Select a partition, likely C, to shrink. Right-click this partition and select Shrink Volume (see Figure 1-7).
FIGURE 1-7 Shrink a volume to make room for a new partition.
- Enter the amount of space to shrink in megabytes. You might opt for 40000. Click Shrink.
- Right-click the new unallocated space and select New Simple Volume.
- In the New Simple Volume Wizard, click Next, and then specify the volume size in megabytes. You can select the default size and click Next.
- On the Assign Drive Letter Or Path page, leave Assign The Following Drive Letter selected and choose a letter. Click Next.
- On the Format Partition page, leave the defaults selected, but type a name for the new partition in the Volume Label box. Click Next.
- Click Finish.
You should see the new partition in the Disk Management window. You can now insert a bootable DVD that contains the operating system you want to install. Restart the computer, start to the DVD, and during the installation process select Custom to select the new partition. Windows installs the second operating system onto that partition. After the installation is complete, you should see the new operating system as an option at startup. Remember, you can change the defaults from the Startup And Recovery dialog box detailed earlier in this chapter.
Managing desktop images
Network administrators can opt to use a standard Windows Image (.wim) file to perform installations on their enterprise workstations. The standard image is the out-of-the-box installation file you receive when you purchase a Windows 8.1 DVD. When taking this route, you must then, using some method, also install the desired Office applications, device drivers, and so on, and configure each computer so that it meets company standards. Because this is quite time-consuming, enterprise administrators often opt to create a custom Windows image that contains all these things and more, so that fewer after-the-installation tasks need to be completed.
Beyond building your own images, you must also design and implement a way to move existing user data from the old machine to the new or, if the installation is performed on a single PC, to move it off and then back on when the installation is complete. You can do this in several ways, including by using Windows Easy Transfer for small migrations or the User State Migration Tool (USMT) for large ones. If neither fits the scenario, you can opt to manually move data off the PC and then back on. Beyond even that, installations of images (and the folders that hold them) might also include custom answer files to limit the interaction required during the installation process.
Knowing what you’ll see on the exam is difficult with regard to managing desktop images, because the area of study is extensive. You might need to know how to create or deploy a custom image, or only how to modify an existing image. You might be required to know how to include options to migrate user data during image deployment, or you might not. The goal of the next few pages is to introduce you to many of the facets of desktop imaging, but because everything can’t be covered, links are provided where you can learn more.
Understanding desktop images
An image is an installation file. An image can be customized so that it is unique to the company and meets the company’s specific needs. In larger enterprises, administrators likely create multiple desktop images. One image might be for the Sales team’s laptop computers, another for the desktop computers in the Human Resources department, and another for the tablets used by high-ranking administrators. These images can be used for more than just installations, though. When a computer needs to be reimaged—perhaps when a user leaves the company or a computer becomes unstable—you can use the desired image to reinstall the computer quickly. By using data stored on network servers, you can quickly transfer user data also. Desktop images can also be serviced rather than rebuilt if an image itself becomes corrupt.
Images can contain device drivers, applications, specific settings for the desktop background, and so on. A thin image has little or no customization, and most of the device drivers, applications, and updates are installed by using another method on each client computer. A thick image includes applications, device drivers, and updates (for example) and requires much more planning, network bandwidth, and other resources than thin images. A hybrid image is lightly customized. It might be used as a base image for an entire organization’s desktop computers. Thin images are recommended in most instances because they can reduce installation time, maintenance time, storage requirements, and costs, for example. The Microsoft Deployment Toolkit (MDT) makes using thin images with the Lite-Touch, High-Volume Deployment strategy pretty straightforward for experienced network administrators. For more information, visit http://technet.microsoft.com/en-us/windows/dn282138.
Creating a desktop image
To create an image, you need the MDT, the Windows ADK, and a file server to hold the installation files (as a share). When you’re ready to deploy that image, you need media that you can use to start the computers during deployment or a server configured with the Windows Deployment Services (WDS) role, and network cards on the PCs to upgrade that can start to the installation image. If you have all this in place, you should create an image and deploy it as Lite-Touch, High-Volume Deployment if your enterprise has between 200 and 500 computers, or use a Zero-Touch, High-Volume Deployment if your enterprise has 500 or more machines.
Many steps are involved in creating a custom installation, and a high-level outline is provided here:
- On a technician computer, install the Windows ADK. (Note that you also can use Microsoft Hyper-V to build an image.)
- Create a share on the network to hold the installation files and other files related to the deployment of Windows 8.1, such as the answer file. (An answer file can be created to answer some of the questions posed during the installation, such as the language or time zone, or even what partition to install the image to.)
- Create a reference computer that can serve as a template for the desktop image you want to create, complete with all the software you want to install, language packs, settings, required device drivers, custom wallpapers, and anything else you want to include.
Prepare the reference computer for imaging by removing certain values unique to the reference computer. Use the following commands:
- Sysprep /generalize to remove unique IDs. You might add other command-line options, such as /oobe, to give the installation an “out-of-the-box” experience.
- Copype.cmd to create a Windows PE startup disk, with the proper command-line options such as c:\winpe (to note the location of the required Windows PE files).
- Oscdimg.exe to package the Windows PE files into a sector-based image file, along with proper command-line options.
Capture an image of the reference computer that results in an image file. By using this file, you can install as many desktops as you want and apply your image to all of them to create uniformity. Use these commands in place of the deprecated command ImageX along with net use, appropriately adapted for your enterprise:
- Dism /Capture-Image /ImageFile:c:\myimage.wim /CaptureDir:C:\ /Name:”Myimagecapture”
- Dism /Capture-Image /ImageFile:s:\mysystempartition.wim /CaptureDir:S:\ /Name:”Mysystempartition”
- Net use with command-line options including something like z: \\server\share to denote the location of the network share where the files are stored
- Create an answer file to automate the installation partially or an unattended answer file to completely automate the answers asked during installation. Use tools including Windows System Image Manager (SIM, available in Windows ADK) to select the image and create and apply the answer file.
- Start the target computers with either a Windows PE disk or a boot image that the computer can download from the server.
- Apply the reference computer image to create your duplicate workstations. This can include copying and applying the desired image.
Modifying or repairing a desktop image
If you create an image and then need to modify it, you can use the DISM command-line tool, available from the Windows ADK. You learned a little about this tool earlier in the chapter when you saw how to add a native VHD to a computer without an operating system. There, you used it to mount the installation file.
You should know some more facts about DISM:
- You can use it to install, uninstall, configure, and update Windows features, packages, drivers, and international settings in an existing .wim file.
- You can use the DISM servicing commands to make changes to a VHD.
- DISM commands are generally used on offline images, but servicing a running operating system is possible.
- You can use DISM to repair an image.
Use the commands in Table 1-3 to repair an image.
TABLE 1-3 Commands for repairing an image
To check for corruption
Dism /Online /Cleanup-Image /ScanHealth
To check whether corruption has been detected
Dism /Online /Cleanup-Image /CheckHealth
To repair an offline image by using a mounted image as a repair source
Dism /Image:C:\offline /Cleanup-Image /RestoreHealth /Source:c:\test\mount\windows
To repair an image by using your own sources without involving Windows Update
Dism /Online /Cleanup-Image /RestoreHealth /Source:c:\test\mount\windows /LimitAccess
To modify an image, you need to know quite a bit more about DISM. You can find command sets that enable you to do the following:
- Add or remove drivers.
- Enable or disable Windows features.
- Add or remove language packs.
- Sideload apps.
- Customize the Start screen.
This isn’t a complete list, of course. Each modification requires that you type a set of commands. For example, to add or remove a language pack, assuming that your image is already mounted (this is the easiest to achieve), you would follow this sequence:
- On the Start screen, type Deployment, and then right-click Deployment and Imaging Tools Environment.
- Click Run As Administrator.
Type the following commands, in order:
Dism /Get-MountedImageInfo Dism /Image:C:\test\offline /ScratchDir:C:\Scratch /Add-Package /PackagePath:C:\packages\package1.cab /PackagePath:C:\packages\package2.cab ... Dism /Commit-Image /MountDir:C:\test\offline
To configure international settings, type these commands, in order:
Dism /Mount-Image /ImageFile:C:\test\images\install.wim /Index:1 /MountDir:C:\test\offline Dism /Image:C:\test\offline /Set-SKUIntlDefaults:en-us Dism /Unmount-Image /MountDir:C:\test\offline /Commit
The Windows image is now ready to be deployed.
Using Windows Easy Transfer and the User State Migration Tool
You can use the Windows Easy Transfer (WET) Wizard to migrate user data (such as profile information) off a computer to complete a clean installation on it. After the installation is complete, you can migrate the data back. You also can use WET to move data from one computer to another. You would use this method to migrate data only for a small number of computers; you wouldn’t want to use it in an enterprise.
You can use the scriptable command-line User State Migration Tool (USMT) to migrate user data from a previous edition of Windows to Windows 8.1. By using USMT, you can copy the user data you select, exclude any data that doesn’t need to be migrated, and then transfer the selected data back to the computer after it’s installed clean with Windows 8.1. You can also transfer the data to a brand new or newly installed Windows 8.1 computer.
USMT provides much of the same functionality as Windows Easy Transfer. However, although USMT has the same basic capabilities as WET, USMT is a command-line tool and WET is graphical. This isn’t a disadvantage in a large organization, because administrators can use USMT to incorporate USMT tasks into scripts, which are better suited for domains, enterprises, and automated deployments. (Scripts, task sequences, answer files, and so on are what help automate a deployment.) Two tools included with USMT are ScanState and LoadState, both command-line tools. When you use USMT, you’ll also use Windows PE, which you learn about next.
Customizing a Windows installation by using Windows Preinstallation Environment (Windows PE)
When you create a custom installation, you also create a Windows PE disk. It’s unique to your image. You can use the Windows PE disk to start the installation process on a client computer. Before focusing more on this, though, you should look at what Windows PE actually is.
Exploring Windows PE
The startup process has changed over the years. When Windows ME was retired, so was MS-DOS. Windows 8, Windows 7, and Windows Vista no longer rely on MS-DOS for any part of the installation and startup process. To replace MS-DOS, Windows uses Windows PE, a minimal operating system that you can use to prepare a computer for a Windows installation. Windows PE can start a computer that has no operating system or has other problems. When deploying Windows 8.1, you can use Windows PE to partition and format hard drives, copy disk images to a computer, and initiate Windows Setup from a network share. You can create a Windows PE disk by using the tools in the Windows ADK. With regard to USMT, you use a customized Windows PE startup disk to start the source computer (the computer that holds the files to migrate) and use the tools available on the disk to collect the data you want to migrate.
Windows PE offers the following improvements and advantages over MS-DOS. As you read through this list, think about how important each item is to automated and custom operating system deployments:
- Native 32-bit or 64-bit support (MS-DOS is a 16-bit operating system)
- Native 32-bit and 64-bit driver support, or the ability to use the same drivers as a full Windows 8 installation
- Internal networking support
- Internal NTFS support
- Scripting language support for a subset of Win32 application programming interface (API), Windows Management Instrumentation (WMI), Windows Data Access Components (Windows DAC), HTML Applications (HTAs), and Windows Script Host (You can create scripts that are much more robust than the MS-DOS batch files.)
- Myriad startup options, including CDs, DVDs, USB devices such as flash drives, a temporary folder on a hard disk, RAM disk, network share, and Windows Deployment Services (WDS) server
- Support for offline sessions and offline servicing of images
- Inclusion of Hyper-V drivers (except display drivers), which enables Windows PE to run in a hypervisor (support includes mass storage, mouse integration, and network adapters)
Windows PE has various restrictions, not limited to the following:
- It restarts after 72 hours, so it can’t be used as an operating system for the long term.
- It supports TCP/IP and NetBIOS over TCP/IP, but doesn’t support other methods, such as the Internetwork Packet Exchange/Sequenced Packet Exchange (IPX/SPX) network protocol.
- It doesn’t support applications that are packaged via Windows Installer (.msi) files.
- It doesn’t support cross-platform scenarios, like installing a 64-bit Windows image on a 32-bit computer (among others).
Copying the Windows PE files and creating a standard Windows PE DVD disk
You need to copy the Windows PE files to your computer before you can work with them or create a custom Windows PE disk. You can copy and create 32-bit or 64-bit sets, or both, using the Copype command as detailed in the following steps. You can also create an ISO file if you want to create a standard, bootable Windows PE DVD. You must complete steps 1–3 before you can continue with the next section.
To create a standard, bootable Windows PE DVD disk, follow these steps:
- Install the Windows ADK from www.microsoft.com/en-us/download/details.aspx?id=39982. Also be sure to install the necessary deployment tools: Deployment and Imaging Tools Environment and Windows PE.
- At the Start screen, type Deploy and then right-click Deployment And Imaging Tools Environment. Click Run As Administrator.
- Type copype amd64 C:\WinPE_amd64 (or replace with 32 as applicable). Press Enter.
- Insert a writeable DVD into the appropriate drive.
- Type MakeWinPEMedia /ISO C:\winpe_amd64 c:\winpe_amd64\winpe.iso. Press Enter.
Verify that Success appears (see Figure 1-8).
FIGURE 1-8 Create a Windows PE ISO file.
- If desired, in File Explorer, navigate to C:\winpe_amd64, right-click winpe.iso, and select Burn To Disc.
- Follow the prompts to create a DVD. Alternatively, you can wait and customize Windows PE by working through the next section.
Mounting and modifying Windows PE
You can customize Windows PE to meet your own needs. A more common customization is to add device drivers, but you can also add languages, add an app, replace the background image, add answer file settings, add a startup script, and more. Before you continue here, however, make sure that you’ve installed the required Windows ADK tools and worked through steps 1–3 in the preceding section to install the Windows ADK and copy the appropriate Windows PE files to your hard drive.
As an example of what you can do, you can follow these steps to mount and modify a Windows PE image specifically to change the desktop background:
- At the Start screen, type Deploy and then right-click Deployment And Imaging Tools Environment. Click Run As Administrator.
Mount the PE Image. Type Dism /Mount-Image /ImageFile:”C:\WinPE_amd64\media\sources\boot.wim” /index:1 /MountDir:”C:\WinPE_amd64\mount” (see Figure 1-9).
FIGURE 1-9 Use DISM to mount Windows PE.
Before you can customize Windows PE by replacing the background image, you must first change the security permissions of the background image file so that you can modify it. The default image file is at \windows\system32\winpe.jpg. Follow these steps to make the required modifications:
- In File Explorer, navigate to C:\WinPE_amd64\mount\windows\system32.
- Right-click the winpe.jpg file and select Properties, Security tab, Advanced.
- Next to Owner, select Change.
- In the Enter The Object Name To Select box, type Administrators and press Enter.
- Click Apply and then OK. Click OK again.
- Right-click the winpe.jpg file and select Properties, Security tab, Advanced.
- Click Administrators and then Edit.
Click Administrators, and select the Full Control Allow check box to give Administrators full access (see Figure 1-10).
FIGURE 1-10 Change required permissions.
- Click OK twice.
- Replace the winpe.jpg file with your own image file.
To learn how to perform other customizations, you can refer to the steps at http://technet.microsoft.com/en-us/library/hh824972.aspx. You’ll find the commands you need to modify other areas of Windows PE. For example, to add device drivers to the Windows PE image, use these commands at the DISM Administrator prompt:
- To add a device driver: Dism /Add-Driver /Image:”C:\WinPE_amd64\mount” /Driver:”C:\SampleDriver\driver.inf”
- To verify that driver packages have been added: Dism /Get-Drivers /Image:”C:\WinPE_amd64\mount”
To add an app, use these commands:
- To create an app directory: md “C:\WinPE_amd64\mount\windows\<MyApp>”
- To copy the app files: Xcopy C:\<MyApp> “C:\WinPE_amd64\mount\windows\<MyApp>”
- To test the app by booting Windows PE and running the application from the X directory: X:\Windows\System32> X:\Windows\<MyApp>
- You can use Windows To Go to work from any computer that enables you to start to a USB drive and meets Windows To Go host requirements.
- You can use Group Policy to control how Windows To Go and the host interact.
- Startup settings determine how a computer starts by default, and many tools are available to help you manage the startup process, including but not limited to BCDedit and BCDboot.
- You can add a native VHD to the startup menu and start to it, even if no parent operating system exists.
- Multiboot systems house two or more operating systems, each on its own partition.
- Enterprise administrators often create specialized, personalized installation images for deployment in their organizations.
- You can modify and repair desktop images rather than rebuild them.
- Windows PE is a preinstallation environment that you can use to install a new operating system, for example, or repair one. It replaces the older MS-DOS and offers many more features.
- You can create customized Windows PE images and add your own drivers, apps, Start screen configurations, and more.
Answer the following questions to test your knowledge of the information in this objective. You can find the answers to these questions and explanations of why each answer choice is correct or incorrect in the “Answers” section at the end of this chapter.
Which of the following are true regarding Windows To Go? (Choose all that apply.)
- You can create a Windows To Go workspace only from a Windows 8-based Enterprise edition computer, and you need the Windows 8-based Enterprise installation files to do so.
- The USB drive must be at least 32 GB or larger and must be Windows To Go certified.
- You can’t use a Trusted Platform Model (TPM) with Windows To Go drives.
- When a Windows To Go drive starts having problems, you can refresh or restore it by using recovery options in PC Settings.
- You can use Windows To Go when a Windows RT computer is the host.
You want to host Windows To Go on your personal computer but don’t want to allow the computer to hibernate. How should you configure Local Group Policy?
- Disable Allow Hibernate (S4) when starting from a Windows To Go workspace or leave the default, Not Configured.
- Enable Allow Hibernate (S4) when starting from a Windows To Go workspace.
- Disable Disallow Standby Sleep States (S1-S3) when starting from a Windows To Go workspace.
- Enable Disallow Standby Sleep States (S1-S3) when starting from a Windows To Go workspace.
Where are the startup configuration parameters stored?
- BCD Editor (BCDedit)
- BCD Store
You need to create a new, empty startup configuration store and configure what starts by default. You plan to use BCDedit. What two command parameters do you use?
- /create store
- /boot sequence
You have a Windows 8.1 computer with a 500-GB hard drive, all available from the C drive. You’re using only a small portion of that hard drive now. You want to create a multiboot system that runs both the existing Windows 8.1 operating system and Windows 7. What do you do first?
- Start to the Windows 7 DVD.
- Create a new simple volume.
- Open Disk Management and shrink the C partition.
- Format the drive.
What type of custom image includes many applications, device drivers, and updates and requires a lot of planning, network bandwidth, and other resources?
- All custom images include these things.
Which of the following do you need to create your own custom image?
- Windows ADK
- A network share
- A reference computer
- All of the above
- B, C, and D
To create an image and then modify it, you need the DISM command-line tool, which is available from which of the following?
- Windows ADK
Which of the following commands might you use to copy the Windows PE files from Windows ADK to your hard drive?
- copype amd64 C:\WinPE_amd64
- copype amd32 C:\WinPE_amd32
- MakeWinPEMedia /ISO C:\winpe_amd64 c:\winpe_amd64\winpe.iso
- Dism /Get-MountedImageInfo
Which of the following does MDT include?
- DISM PowerShell cmdlets
- DISM API
- Windows System Image Manager (Windows SIM)
- The Volume Activation Management Tool (VAMT)
- All of the above
- Only A, B, C, and D