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June 2003

Image-Based Windows XP Deployment

Customize Sysprep and fine-tune your system images
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SideBar    Using Setup Manager to Create a Sysprep.inf File

Download the Code Here

If you're considering an image-based Windows XP deployment for your organization, you've probably read up on Microsoft's Sysprep tool (sysprep.exe) and examined the pros and cons of maintaining system images. With knowledge about your company's desktop computing requirements and the following insights into how you can leverage Sysprep's advanced system-preparation capabilities, you'll be able to get by with maintaining a smaller number of images, and the images will be useful for longer periods. The time and effort you spend fine-tuning the image and imaging process will pay dividends many times over when you're ready to begin deployment.

Build Images for the Long Term
Like buildings that require strong foundations to stand the test of time, system images need good building materials and solid workmanship. Begin with a clean install; you don't want any stray drivers, registry entries, or application files contaminating your pristine image. To achieve consistency in iterative builds, use scripted installs for both the OS and applications whenever possible. If you're new to unattended installs, be sure to read Inside Out, "Unattended Installs with Windows 2000 Professional," June 2000, http://www.winnetmag.com, InstantDoc ID 8741, which describes the process. Although the article discusses Win2K Pro, the content applies to XP Professional Edition as well. The goal is to always start with the same foundation when you create a new image build. Use a checklist of operations for building an image to avoid neglecting a step that might render the image useless, and always document and use version control on the images you develop just as software developers do when creating applications.

As part of the preparations for taking the source machine's image, Sysprep automatically disjoins your system from a domain; however, I prefer to avoid joining a domain, if possible. Instead, I use the local Administrator account to install applications and service packs and perform customizations. To maximize image longevity, give careful consideration to the customizations you make at this stage. If settings are subject to change, use cmdlines.txt scripts to set the values, as I discuss later. (For example, if you have an internet dialer application that receives updated phone number lists, don't bother to make sure the included phone number list is updated; instead, build in a script to update the list at the end of the imaging process.) You can alter the scripts as needed without necessitating a new image build.

If you're not ready to use Group Policy for managing user environment settings, you can create a default user profile to establish a common environment for new users on imaged systems. When you configure the image-source computer, create a temporary local account, log on to that account, and customize the Desktop, Start menu, and other user profile—related settings you want to standardize. When finished, log off, then log on to the Administrator account. To facilitate browsing in subsequent steps, configure Windows Explorer to show hidden files and folders. Right-click My Computer, select Properties, then click the Advanced tab. Under User Profiles, click Settings, select the profile of the temporary user you created, and click Copy To. Browse to %SystemDrive%\Documents and Settings, select the Default User folder, and click OK. Under Permitted to use, click Change, then type

everyone

Click OK, click OK again, and choose Yes when the system asks whether you want to overwrite the existing default user profile. Users logging on for the first time to this system or a system you create from this image will receive the settings the default user profile specifies.

You must include as part of the image any device drivers necessary to support your target computers (and that aren't included as part of the OS). To automate the installation of these drivers, you must copy them to a location on the hard disk and update sysprep.inf to reflect that location. (If you've never created a sysprep.inf file, refer to the sidebar, "Using Setup Manager to Create a Sysprep.inf File.")

Start by creating a Sysprep folder in the root of your system drive. This folder will hold the executables and sysprep.inf files necessary to run Sysprep. Next, create a Drivers folder in the root of the system drive or under the Sysprep folder. If you want the driver files to be available after the Mini-Setup subroutine has run on the target system, create the Drivers folder in the root. (Mini-Setup is a condensed version of the Windows setup process that prompts you for configuration settings not already specified in sysprep.inf.) If you store the drivers in a folder under the Sysprep folder, Mini-Setup deletes them. In the Drivers folder, create appropriate subfolders to hold device drivers for various hardware types. The folder names aren't crucial, but grouping driver types into folders reduces the likelihood of a conflict between identically named files. Copy the third-party drivers into the appropriate subfolders, as Figure 1 shows, making sure to include all necessary files. You must then make an entry in the sysprep.inf file so that the Mini-Setup routine can find the drivers. Look at the "OemPnPDriversPath=" line in the Unattended section of the sample sysprep.inf file that Listing 1 shows to see an example of this entry. Unfortunately, directories in the path aren't traversed, so you must specify each directory individually. After you've established a gold standard base image containing the applications, settings, and drivers you want to deploy, it's time to lean on Sysprep for help with the heavy lifting.

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Reader Comments
Just to let you readers know.
When setting up a syspreped image for windows 2000, using the XP setup manager tool you can specify all standard options rather than just the basic options with the win2k setup manager e.g. inserting Product keys.

Once you have run the xp setup manager from a non sysprep directory. e.g c:\xpsysprep copy the sysprep.inf file and the i386 from the xpsysprep directory and move it to the c:\sysprep directory and then run the sysprep.exe from a command prompt with the required switches.

I hope this helps new sysprepers



Andrew Barr June 12, 2003


The more times you run sysprep on the same image, the more unstable it becomes. So always keep a unsyspreped copy of your first image. When you go from rev B of your image to rev C for example, you dont make all your changes to a rev b image and presto, you have rev c. You have to start with rev A, add all your changes from rev B and rev C. Another thing I have never seen documented is that some settings get removed from the default user profile during the sysprep process. Need to specify IPX frame types for instance, want the "show connected icon" in sys tray? fagetaboutit! you'll have to do it on each new machine created from the image. And heres a good one, even though the mini-setup asks you (depending on how you set up your sysprep.inf) what the local admin password is supposed to be, if the local admin pw wasnt cleared before you sysprep'd, it will ignore whatever you tell it to be and your local admin pw will still be what ever it was on the original machine.

Learned The Hard Way November 26, 2003


Thank you for this interesting article. I did not know that "sysprep -clean" was necessary to avoid loading of every mass storage driver in WinXP. I thought that "sysprep -clean" only was appliable on Win2k. Is that a correct statement?



John Gronmo November 28, 2003


Thanks for Ed Roth's Windows Client: "Image-Based Windows XP Deployment" (June 2003, http://www.winnetmag.com, InstantDoc ID 38950). I'm anxious to use this technique but have a question about licensing and Windows Product Activation (WPA). Most of my clients don't have Microsoft Select License 6.0 and use OEM, Microsoft Open License 6.0, or Full Packaged Product (FPP) licensing instead. When an organization uses OEM, Open License, or FPP media to build a Sysprep image, how does WPA work? <P>

Unfortunately, in your case the answers aren't clear. The simple answer from Microsoft is, "For unattended installations that are not performed using volume-licensing media, a separate answer file, including a unique Product Key, must be created for each computer on which Windows XP Professional is installed." That's not an optimal solution for you. You need to consult your Microsoft representative to determine whether your FPP licensing (which I am unfamiliar with) will let you use one key. If that works, you'll then need to figure out the legality of and method for performing a clean installation of XP from your qualified upgrade media. The ability to provide one key for multiple installations will rely on the image having been built by the appropriate media. You can obtain a Volume License Key (VLK) for your Open License media by contacting the Microsoft Activation Center for the appropriate region. Microsoft should have provided the phone number for your Activation Center to you in a letter. You'll need to provide your Open License Authorization Number, your Open License Agreement Number, and the title and quantity of product you have licensed. In the case of your OEM-licensed systems, you have several options when deploying by using single license activation media, as discussed in the Microsoft article "Deploying Windows XP Using Windows Product Activation" (http://www.microsoft.com/windowsxp/pro/techinfo/deployment/activation/default.asp).<BR>

—Ed Roth

Dean Sherwood January 15, 2004


Has anybody else has problems with the Outlook icon desappearing after a sysprep?

numark October 01, 2004


Hey Learned The Hard Way -November 26, 2003
I too am having the same issue and ran across this tidbit for Uncle Bill Gates:
Changes in behavior of the SysPrep and RIPREP tools after you install Windows XP Service Pack 2
http://support.microsoft.com/kb/887816
Hope this helps!!

Anonymous User January 05, 2005


Hi all,


I would like some precision about driver install, on which I could not find any clear hint on the internet.

Does Sysprep.exe install all the drivers specified in te SysprepMassStorage section before rebooting and MiniSetup then just picks up the right one and delete the others when detecting the hardware ?

Or does Sysprep just delete all installed drivers and Mini-Setup searches the sysprep.inf file for appropriate drivers for the installed hardware ?

Thanks a lot for any hint...

Benoît "Mutos" ROBIN
http://hoshikaze.net


Anonymous User January 11, 2005 (Article Rating: )


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