Note
The information in this topic applies only to System Center 2012 Configuration Manager SP1.

Operating system deployment provides System Center 2012 Configuration Manager administrative users with a tool for creating operating system images that they can deploy to computers that are managed by Configuration Manager. This topic shows how you can create a reference operating system image, partition computers differently based on whether the computer starts in UEFI mode or BIOS mode, and deploy Windows 8 to computers that are managed by Configuration Manager

Scenario Overview

This scenario represents one way to deploy Windows 8 to computers based on specific assumptions and business requirements. The following table provides an outline of the sections that make up this scenario.

Technical Requirements

This section lists the technical requirements of your Configuration Manager environment and client hardware to support this scenario.

Business Requirements

This section lists the business requirements for this scenario.

Pre-Deployment Considerations

This section provides information that you might consider before you perform the steps in this scenario.

Step 1: Prepare and Deploy the Boot Image

This section provides information about how to prepare and distribute a boot image.

Step 2: Build and Capture a Reference Operating System Image

This section provides information about how to build and capture a Windows 8 operating system image from a reference computer by using a task sequence.

Step 3: Create a Task Sequence to Deploy the Operating System

This section provides information about how to create a task sequence to deploy Windows 8. The task sequence is available to computers when they startup in PXE.

Technical Requirements

This scenario requires the following technical requirements:

  • All sites in the Configuration Manager hierarchy are running Configuration Manager SP1 and are fully functional.

  • PXE-enabled distribution points are configured and available to select as the content location for task sequence content. For more information about how to configure the distribution point to support PXE, see the Planning for PXE-Initiated Operating System Deployments in Configuration Manager topic.

  • Windows Assessment and Deployment Kit (Windows ADK) for Windows 8 is installed on all site servers and computers that have the SMS Provider site system role. For more information about Windows ADK, see Windows Deployment with the Windows ADK.

  • All computers that are managed by Configuration Manager have x64 system architecture.

  • The computers that are managed by Configuration Manager have either firmware that meets the Unified Extensible Firmware Interface (UEFI) 2.3.1 specifications or a BIOS firmware interface. For more information about UEFI, see the Unified EFI Forum website.

  • All computers that are managed by Configuration Manager have Trusted Platform Module (TPM) enabled. The task sequence steps that support BitLocker require TPM.

Business Requirements

This scenario accommodates the following business requirements:

  • Create a single task sequence to deploy Windows 8 to computers that have firmware that meets the UEFI specifications or a BIOS firmware interface.

  • The deployment for Windows 8 will be PXE-initiated only.

  • Install all mandatory software updates with the Windows 8 deployment.

  • Enable BitLocker on all computers that install Windows 8.

Pre-Deployment Considerations

Before you deploy Windows 8 to Configuration Manager clients, consider the following pre-deployment steps

  • Windows 8 upgrade assessment: The Microsoft System Center 2012 Configuration Manager Upgrade Assessment Tool gives you information that you can use to determine whether the hardware and software on computers that are managed by Configuration Manager are compatible with Windows 8. The Upgrade Assessment Tool provides the following functionality:

    • Retrieves device driver compatibility for installed peripheral devices and creates reports that you can use to determine which device drivers have to be upgraded to support the Windows operating system.

    • Lets you see which computers meet the recommended system requirements for Windows operating systems and to customize these requirements for your environments.

    • Creates summary reports that you can use to see an enterprise wide view of operating system upgrade readiness.

    • Lets you create dynamic collections for an operating system deployment. The collection query rules can be based on system requirements, application compatibility status, and device driver status.

    Download the Upgrade Assessment Tool from the Microsoft Download Center site.

    For more information, see Configuration Manager Upgrade Assessment Tool.

  • UEFI-based computers: Before you install Windows 8 on a UEFI-based computer, note the following.

    • All computers that are certified for Windows 8 use firmware that meets the UEFI specifications.

    • For some computers, you might have to perform additional steps to make sure that Windows is installed in UEFI mode, and not in legacy BIOS-compatibility mode. It is not supported to switch from legacy BIOS-compatibility mode to UEFI mode by using a task sequence. For more information, see How to Switch from BIOS-Compatibility Mode to UEFI Mode.

    • Some computers might support UEFI. However, they do not support a PXE-initiated boot when in UEFI mode. To provision these computers in UEFI mode, you must start them from boot media instead of using PXE. If the computer performs a PXE-initiated boot, Configuration Manager detects that the computer is in BIOS mode and therefore provisions the computer as such. For more information about how to create boot media, see the How to Create Bootable Media section in the How to Deploy Operating Systems by Using Media in Configuration Manager topic.

    • UEFI and BIOS have different disk partitioning requirements. UEFI hard disks require the GUID partition table (GPT) partition structure, instead of the master boot record (MBR) partition structure that is used in BIOS. When you use a task sequence to deploy Windows 8, the task sequence detects whether the computer was started in UEFI mode or BIOS-compatibility mode, and the task sequence configures the partitions on the hard disk to accommodate the associated requirements.

Step 1: Prepare and Deploy the Boot Image

A boot image contains a version of Windows PE that provides a boot environment for a computer. Windows PE is a minimal operating system with limited components and services that prepare the destination computer for Windows installation. In this scenario, after a computer starts in Windows PE, Configuration Manager begins the Windows 8 installation. You can use the steps in this section to prepare and deploy the boot image that you will use in your Windows 8 deployment task sequence. This section consists of the following steps:

For more information about how to manage boot images, see the How to Manage Boot Images in Configuration Manager topic.

Step 1a: Prepare the Boot Image

Configuration Manager provides two boot images: One to support the x86 architecture and one to support the x64 architecture. For computers that start in UEFI mode, you must use a boot image that matches the architecture of the computer; that is, x86 for x86-based computers or x64-based computers. You cannot use an x86 boot image for both architectures for computers that boot in UEFI mode in the same manner that you can for computers that boot in BIOS. For this scenario, only x64-based computers are in the environment. Therefore, this scenario uses the default x64 boot image (Boot image (x64)).

Important
Configuration Manager does not support a PXE-initiated startup for computers that have the IA-32 architecture.

The default boot image contains standard device drivers and might be sufficient for your deployment. However, you can customize the boot image with one or more of the following configurations:

  • Image properties

  • Drivers

  • Prestart command settings

  • Windows PE background image

  • Command shell support

  • Windows PE scratch space

  • Optional components to use in Windows PE

For more information about how to change the boot image, see the How to Modify a Boot Image section in the topic, How to Manage Boot Images in Configuration Manager.

Step 1b: Distribute the Boot Image

After you prepare the boot image, you must distribute the image to all PXE-enabled distribution points. When the task sequence is run by a client, the client downloads the boot image from the distribution point. You distribute boot images to distribution points in the same way that you distribute other content. You can specify single distribution points, distribution point groups, or collections that are associated with distribution point groups. For more information about distributing content in Configuration Manager, see the Distribute Content on Distribution Points section in the Operations and Maintenance for Content Management in Configuration Manager topic.

Follow these steps to distribute the boot image to distribution points.

To distribute the boot image to distribution points

Step 2: Build and Capture a Reference Operating System Image

Operating system images are WIM files and represent a compressed collection of reference files and folders that are required to successfully install and configure an operating system on a computer. You can use the steps in this section to import the base operating system image (install.wim) located on the Windows 8 installation media. Then, you create a task sequence that installs Windows 8, mandatory software updates, and applications to a reference computer. You deploy the task sequence to a reference computer and the task sequence captures a new reference operating system image and stores it on a network shared folder. Finally, you can configure Configuration Manager to apply mandatory software updates to the operating system image on a schedule that you specify. This section consists of the following steps:

For more information about how to build and capture a reference operating system image, see the How to Create Task Sequences section in the How to Manage Task Sequences in Configuration Manager topic.

Step 2a: Add the Windows 8 Operating System Image

You must add a Windows 8 operating system image to the Configuration Manager console before you can build the reference operating system image.

Follow these steps to add the Windows 8 operating system image to the Configuration Manager console.

To add the Windows 8 operating system image

Step 2b: Create a Build and Capture Task Sequence

The build and capture task sequence is run on a reference computer where the task sequence creates an operating system image that is based on a set of operating system source files. The task sequence uses the Windows 8 operating system image that you added in Step 2a: Add the Windows 8 Operating System Image to install Windows 8 on the reference computer. Then, the task sequence adds software updates, applications, and custom settings to the reference computer. Finally, the task sequence captures a new Windows 8 image from the reference computer and stores it on a network shared folder.

Follow these steps to create the build and capture task sequence.

To create a task sequence that builds and captures an operating system image

Step 2c: Distribute the Task Sequence Content

Before the reference computer can run the task sequence to build and capture the reference operating system task sequence, you must distribute that content to distribution points.

Follow these steps to distribute the content that is referenced by a task sequence.

To distribute the task sequence content to distribution points

Step 2d: Deploy the Build and Capture Task Sequence

Now that you created the task sequence to build and capture the reference operating system and the content is available on a distribution point, you must deploy it to the reference computer. When the task sequence runs on the reference computer, the computer starts in Windows PE. Then, the task sequence partitions and formats the hard disk on the reference computer, installs Windows 8, installs software updates and applications, and then creates a new reference Windows 8 operating system image that you will use to deploy Windows 8.

Follow these steps to deploy the task sequence to the reference computer.

To deploy the task sequence to build and capture the reference operating system image

Step 2e: Run the Task Sequence from the Reference Computer

You have deployed the build and capture task sequence to a collection that contains the reference computer. Now, you must start the reference computer to PXE and run the task sequence to create the new Windows 8 reference operating system image. When you start in PXE, the task sequence that you created in Step 2b: Create a Build and Capture Task Sequence should be available to run. Start the task sequence to restart the computer to Windows PE, partition and format the hard disk drive, and install Windows 8. When the operating system installation is complete, the task sequence begins a capture and stores the new operating system image on a network shared folder.

Step 2f: Add the Reference Operating System Image

After the task sequence creates the Windows 8 reference operating system image, you must add the image to the Configuration Manager console before it will be available to use in the task sequence to deploy Windows 8 to clients.

Follow these steps to add the Windows 8 reference operating system image to the Configuration Manager console.

To add the Windows 8 operating system image

Step 2g: Schedule Operating System Image Updates

Periodically, new software updates are released that apply to the operating system in your operating system image. You can apply applicable software updates to an image on a specified schedule to reduce the number of required software updates to install after the operating system is installed. This process reduces your vulnerability footprint on the image. On the schedule that you specify, Configuration Manager applies the software updates that you select to the operating system image, and then optionally distributes the updated image to distribution points. For more information about scheduling operating system image updates, see the How to Manage Operating System Images and Installers in Configuration Manager topic.

Follow these steps to apply software updates to an operating system image.

To apply software updates to an operating system image

Step 3: Create a Task Sequence to Deploy the Operating System

The task sequence performs multiple steps on a client computer at the command-line level without requiring user intervention. In this section, you will create a task sequence to install Windows 8 on computers. The task sequence uses the default x64 boot image, Boot image (x64), to start the computer in Windows PE, partition the hard disk, pre-provision BitLocker, install Windows 8, enable BitLocker, and restore user files and settings. This section consists of the following steps:

For more information about how to create and deploy a task sequence, see the How to Manage Task Sequences in Configuration Manager topic.

Step 3a: Create the Task Sequence to Deploy Windows 8

The task sequence to deploy Windows 8 provides the steps to format and partition the computer, install Windows 8, enable BitLocker, and install mandatory software updates.

Follow these steps to create the task sequence to deploy Windows 8.

To create a task sequence to deploy Windows 8

Step 3b: Review the Task Sequence Settings

The Create Task Sequence creates the steps that you must follow to deploy Windows 8. However, before you deploy the task sequence review the settings to make sure that they meet your business requirements.

Follow these steps to review the task sequence:

To review the task sequence

Step 3c: Distribute the Task Sequence Content

Before you deploy the task sequence to computers, distribute the content to distribution points to make sure that the content is available.

Follow these steps to distribute the content that is referenced by a task sequence.

To distribute the task sequence content to distribution points

Step 3d: Deploy the Task Sequence to Install Windows 8

As soon as you create the task sequence to install Windows 8 and the content is available on your distribution points, you can deploy the task sequence to Configuration Manager clients. Before you deploy the task sequence, make sure that you have a deployment strategy that includes the collections for which you will deploy the task sequence. If you used the Upgrade Assessment Tool in the Pre-Deployment Considerations section, you likely created collections with clients that are ready to upgrade to Windows 8.

Follow these steps to deploy the task sequence to deploy Windows 8.

To deploy the task sequence to install Windows 8