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Front cover<br />

ThinkVantage<br />

Technologies:<br />

<strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

Overview of <strong>ImageUltra</strong> <strong>Builder</strong><br />

<strong>ImageUltra</strong> <strong>Builder</strong> installation<br />

Customization and usage<br />

Eleanor Howard<br />

Ive Mattheessens<br />

John Zywicki<br />

Byron Braswell<br />

ibm.com/redbooks Redpaper


International Technical Support Organization<br />

ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

November 2004


Note: Before using this information and the product it supports, read the information in “Notices” on page v.<br />

First Edition (November 2004)<br />

This edition applies to Version 2.01 of <strong>IBM</strong> <strong>ImageUltra</strong> <strong>Builder</strong>.<br />

This document created or updated on November 12, 2004.<br />

© Copyright International Business Machines Corporation 2004. All rights reserved.<br />

Note to U.S. Government Users Restricted Rights -- Use, duplication or disclosure restricted by GSA ADP Schedule<br />

Contract with <strong>IBM</strong> Corp.


Contents<br />

Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .v<br />

Trademarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi<br />

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii<br />

The team that wrote this Redpaper . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii<br />

Become a published author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii<br />

Comments welcome. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . viii<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1<br />

1.1 Image management today . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2<br />

1.1.1 Current tools and procedures used to build and deploy images. . . . . . . . . . . . . . . 2<br />

1.1.2 Image complexity leads to image management problems . . . . . . . . . . . . . . . . . . . 2<br />

1.2 Image management using <strong>ImageUltra</strong> <strong>Builder</strong> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3<br />

1.3 Image creation preparation process . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4<br />

1.3.1 Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5<br />

1.3.2 Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6<br />

1.3.3 Applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7<br />

1.3.4 Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7<br />

1.4 Installing <strong>ImageUltra</strong> <strong>Builder</strong> V2.01. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8<br />

1.4.1 Minimum Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8<br />

1.4.2 Installation procedure . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8<br />

1.5 <strong>ImageUltra</strong> <strong>Builder</strong> components and basic operations . . . . . . . . . . . . . . . . . . . . . . . . . . 9<br />

1.5.1 <strong>ImageUltra</strong> <strong>Builder</strong> terminology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9<br />

1.5.2 Image types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10<br />

1.5.3 The use and importance of Microsoft Sysprep . . . . . . . . . . . . . . . . . . . . . . . . . . . 11<br />

1.5.4 Which image type is best for you? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11<br />

1.5.5 Module categories. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13<br />

1.5.6 Module Window Tabs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16<br />

1.6 <strong>ImageUltra</strong> <strong>Builder</strong> process to create a Smart Image . . . . . . . . . . . . . . . . . . . . . . . . . . 17<br />

1.7 Create a repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18<br />

1.8 Import <strong>IBM</strong> Preload modules into your repository . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22<br />

1.8.1 Importing modules from an <strong>IBM</strong> recovery CD set . . . . . . . . . . . . . . . . . . . . . . . . . 22<br />

1.9 Create custom modules - preparation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26<br />

1.9.1 Windows Installer - msiexec.exe file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26<br />

1.9.2 InstallShield. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27<br />

1.10 Creating an application module from source files . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28<br />

1.11 Creating a device driver module from source files . . . . . . . . . . . . . . . . . . . . . . . . . . . 32<br />

1.11.1 Install SoundMAX audio driver from a setup.exe file . . . . . . . . . . . . . . . . . . . . . 32<br />

1.11.2 Install SoundMAX audio driver from an INF file . . . . . . . . . . . . . . . . . . . . . . . . . 37<br />

1.12 Create a filter/utility module. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38<br />

1.12.1 Example of a filter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38<br />

1.13 Creating an operating system add-on module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39<br />

1.14 Creating a partitioning module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47<br />

1.15 Creating a base operating system hardware specific module. . . . . . . . . . . . . . . . . . . 48<br />

1.15.1 Create and prepare the image file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48<br />

1.15.2 Add the donor image to the <strong>ImageUltra</strong> <strong>Builder</strong> repository . . . . . . . . . . . . . . . . . 48<br />

1.15.3 Setting the module attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50<br />

1.15.4 Build the module . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52<br />

1.16 Create a base operating system Portable Sysprep Image . . . . . . . . . . . . . . . . . . . . . 54<br />

© Copyright <strong>IBM</strong> Corp. 2004. All rights reserved. iii


1.16.1 Installing the <strong>IBM</strong> Customization Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55<br />

1.16.2 Create the portable-sysprep image on a source computer. . . . . . . . . . . . . . . . . 55<br />

1.16.3 Add the donor image to the <strong>ImageUltra</strong> <strong>Builder</strong> Repository . . . . . . . . . . . . . . . . 57<br />

1.16.4 Setting the module attributes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60<br />

1.16.5 Build the module from the image files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62<br />

1.17 Customize an Ultra-Portable operating system module . . . . . . . . . . . . . . . . . . . . . . . 63<br />

1.18 Create your base map. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66<br />

1.18.1 Base map settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75<br />

1.19 Create a driver map . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81<br />

1.19.1 Driver Map settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82<br />

1.20 Deploying images using <strong>ImageUltra</strong> <strong>Builder</strong> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83<br />

1.20.1 Creating an <strong>ImageUltra</strong> <strong>Builder</strong> boot diskette . . . . . . . . . . . . . . . . . . . . . . . . . . . 83<br />

1.20.2 Creating a bootable Network Deployment CD from a diskette . . . . . . . . . . . . . . 86<br />

1.20.3 Creating a custom network boot diskette . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86<br />

1.20.4 Deployment methods . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88<br />

1.21 <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong> and Symantec DeployCenter together . . . . . . . . . . . . . . . . 93<br />

1.21.1 Overview of Symantec DeployCenter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93<br />

1.22 Image development. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95<br />

1.22.1 Create your donor image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95<br />

1.22.2 Use PXE and Virtual Boot Environment to capture donor image . . . . . . . . . . . . 95<br />

1.22.3 Confirm that you have installed the PXE service correctly . . . . . . . . . . . . . . . . . 96<br />

1.22.4 Confirm you have the correct Network drivers installed in boot disk builder. . . . 96<br />

1.22.5 Add the CAPTURE IMAGE.VFD to the Configuration Utility. . . . . . . . . . . . . . . 107<br />

1.22.6 Add CAPTURE IMAGE selection to the PXE Client menu . . . . . . . . . . . . . . . . 107<br />

1.22.7 Capturing the donor image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108<br />

1.22.8 Add the donor image to the <strong>ImageUltra</strong> <strong>Builder</strong> repository . . . . . . . . . . . . . . . . 108<br />

1.22.9 Create a <strong>ImageUltra</strong> <strong>Builder</strong> Smart Image using the donor image as a base. . 109<br />

1.22.10 Re-clone an <strong>ImageUltra</strong> <strong>Builder</strong> after the Smart Image has been deployed into the<br />

Service Partition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109<br />

1.23 Image deployment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110<br />

1.23.1 Unicast a cloned <strong>ImageUltra</strong> Smart Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110<br />

1.23.2 Multicast a cloned IUB Smart Image. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115<br />

1.24 Software integration considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121<br />

1.24.1 Integration with Web-D . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121<br />

1.24.2 Integration with System Migration Assistant (SMA) . . . . . . . . . . . . . . . . . . . . . 121<br />

1.24.3 Integration with Software Delivery Assistant (SDA) . . . . . . . . . . . . . . . . . . . . . 122<br />

1.24.4 <strong>IBM</strong> Rescue and Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128<br />

1.24.5 <strong>ImageUltra</strong> <strong>Builder</strong> with Symantec Ghost . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129<br />

1.25 Business case . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129<br />

1.25.1 Example organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129<br />

1.25.2 Business case section 1 of 3: <strong>Using</strong> hardware specific images . . . . . . . . . . . . 131<br />

1.25.3 Business case section 2 of 3: <strong>Using</strong> portable-sysprep images. . . . . . . . . . . . . 134<br />

1.25.4 Business case section 3 of 3: <strong>Using</strong> ultra-portable . . . . . . . . . . . . . . . . . . . . . . 140<br />

Abbreviations and acronyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145<br />

Related publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147<br />

<strong>IBM</strong> <strong>Redbooks</strong> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147<br />

Other publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147<br />

Online resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147<br />

How to get <strong>IBM</strong> <strong>Redbooks</strong> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148<br />

Help from <strong>IBM</strong> . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148<br />

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149<br />

iv ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Notices<br />

This information was developed for products and services offered in the U.S.A.<br />

<strong>IBM</strong> may not offer the products, services, or features discussed in this document in other countries. Consult<br />

your local <strong>IBM</strong> representative for information on the products and services currently available in your area. Any<br />

reference to an <strong>IBM</strong> product, program, or service is not intended to state or imply that only that <strong>IBM</strong> product,<br />

program, or service may be used. Any functionally equivalent product, program, or service that does not<br />

infringe any <strong>IBM</strong> intellectual property right may be used instead. However, it is the user's responsibility to<br />

evaluate and verify the operation of any non-<strong>IBM</strong> product, program, or service.<br />

<strong>IBM</strong> may have patents or pending patent applications covering subject matter described in this document. The<br />

furnishing of this document does not give you any license to these patents. You can send license inquiries, in<br />

writing, to:<br />

<strong>IBM</strong> Director of Licensing, <strong>IBM</strong> Corporation, North Castle Drive Armonk, NY 10504-1785 U.S.A.<br />

The following paragraph does not apply to the United Kingdom or any other country where such provisions<br />

are inconsistent with local law: INTERNATIONAL BUSINESS MACHINES CORPORATION PROVIDES THIS<br />

PUBLICATION "AS IS" WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESS OR IMPLIED,<br />

INCLUDING, BUT NOT LIMITED TO, THE IMPLIED WARRANTIES OF NON-INFRINGEMENT,<br />

MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE. Some states do not allow disclaimer of<br />

express or implied warranties in certain transactions, therefore, this statement may not apply to you.<br />

This information could include technical inaccuracies or typographical errors. Changes are periodically made<br />

to the information herein; these changes will be incorporated in new editions of the publication. <strong>IBM</strong> may make<br />

improvements and/or changes in the product(s) and/or the program(s) described in this publication at any time<br />

without notice.<br />

Any references in this information to non-<strong>IBM</strong> Web sites are provided for convenience only and do not in any<br />

manner serve as an endorsement of those Web sites. The materials at those Web sites are not part of the<br />

materials for this <strong>IBM</strong> product and use of those Web sites is at your own risk.<br />

<strong>IBM</strong> may use or distribute any of the information you supply in any way it believes appropriate without incurring<br />

any obligation to you.<br />

Information concerning non-<strong>IBM</strong> products was obtained from the suppliers of those products, their published<br />

announcements or other publicly available sources. <strong>IBM</strong> has not tested those products and cannot confirm the<br />

accuracy of performance, compatibility or any other claims related to non-<strong>IBM</strong> products. Questions on the<br />

capabilities of non-<strong>IBM</strong> products should be addressed to the suppliers of those products.<br />

This information contains examples of data and reports used in daily business operations. To illustrate them<br />

as completely as possible, the examples include the names of individuals, companies, brands, and products.<br />

All of these names are fictitious and any similarity to the names and addresses used by an actual business<br />

enterprise is entirely coincidental.<br />

COPYRIGHT LICENSE:<br />

This information contains sample application programs in source language, which illustrates programming<br />

techniques on various operating platforms. You may copy, modify, and distribute these sample programs in<br />

any form without payment to <strong>IBM</strong>, for the purposes of developing, using, marketing or distributing application<br />

programs conforming to the application programming interface for the operating platform for which the sample<br />

programs are written. These examples have not been thoroughly tested under all conditions. <strong>IBM</strong>, therefore,<br />

cannot guarantee or imply reliability, serviceability, or function of these programs. You may copy, modify, and<br />

distribute these sample programs in any form without payment to <strong>IBM</strong> for the purposes of developing, using,<br />

marketing, or distributing application programs conforming to <strong>IBM</strong>'s application programming interfaces.<br />

© Copyright <strong>IBM</strong> Corp. 2004. All rights reserved. v


Trademarks<br />

The following terms are trademarks of the International Business Machines Corporation in the United States,<br />

other countries, or both:<br />

Eserver®<br />

Eserver®<br />

<strong>ImageUltra</strong><br />

NetVista<br />

Perform<br />

<strong>Redbooks</strong> (logo) <br />

<strong>Redbooks</strong><br />

Rescue and Recovery<br />

The following terms are trademarks of other companies:<br />

vi ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

ThinkCentre<br />

ThinkVantage<br />

UltraPort<br />

Update Connector<br />

Java and all Java-based trademarks and logos are trademarks or registered trademarks of Sun Microsystems,<br />

Inc. in the United States, other countries, or both.<br />

Microsoft, Windows, Windows NT, and the Windows logo are trademarks of Microsoft Corporation in the<br />

United States, other countries, or both.<br />

Intel, Intel Inside (logos), MMX, and Pentium are trademarks of Intel Corporation in the United States, other<br />

countries, or both.<br />

UNIX is a registered trademark of The Open Group in the United States and other countries.<br />

Linux is a trademark of Linus Torvalds in the United States, other countries, or both.<br />

Other company, product, and service names may be trademarks or service marks of others.


Preface<br />

ThinkVantage Technologies bring your <strong>IBM</strong>® PCs one step closer to being self-configured,<br />

self-optimizing, self-protecting, or self-healing, to help save you time and money throughout<br />

the life of your systems. In short, ThinkVantage Technologies let you focus your attention on<br />

your business, rather than on your computer.<br />

ThinkVantage Technologies are software tools designed to help customers drive down IT<br />

support costs (in particular, the cost of a PC in managing and supporting systems after its<br />

initial purchase), increase security and decrease the complexity of today’s IT infrastructure.<br />

This <strong>IBM</strong> Redpaper will help you install, tailor and configure the <strong>IBM</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

ThinkVantage Technology.<br />

The team that wrote this Redpaper<br />

This Redpaper was produced by a team of specialists from around the world working at the<br />

International Technical Support Organization, Raleigh Center.<br />

Byron Braswell is a Networking Professional at the International Technical Support<br />

Organization, Raleigh Center. He received a bachelor’s degree in Physics and a master’s<br />

degree in Computer Sciences from Texas A&M University. He writes extensively in the areas<br />

of networking and host integration software. Before joining the ITSO four years ago, Byron<br />

worked in <strong>IBM</strong> Learning Services Development in networking education development.<br />

Eleanor Howard is a Large Enterprise Field Technical Support Specialist and has worked for<br />

<strong>IBM</strong> France for over six years. She covers France, Belgium and Luxembourg. Her areas of<br />

expertise include providing pre-sales support for ThinkCentre, the <strong>IBM</strong> Desktop range, and<br />

<strong>IBM</strong> ThinkVantage tools, in particular <strong>ImageUltra</strong> <strong>Builder</strong>. She also works hand in hand with<br />

<strong>IBM</strong> Global Services to develop implementation services for customers around ThinkVantage<br />

tools.<br />

Ive Mattheessens is a Software Engineer with the EMEA <strong>IBM</strong> Imaging Technology Center in<br />

Greenock, UK. He has worked on the <strong>ImageUltra</strong> solution development for several large<br />

international customers in the EMEA region. He specializes in system and application<br />

deployment technologies and has several years of experience with <strong>ImageUltra</strong>, Software<br />

Delivery Assistant and Rescue and Recovery. Before joining the <strong>IBM</strong> Image Technology<br />

Center, he worked in <strong>IBM</strong> Technical Support. He has been employed with <strong>IBM</strong> for nine years.<br />

Goran Wibran is a Segment Manager for <strong>IBM</strong> TCO and ThinkVantage technologies, based in<br />

Research Triangle Park, NC, USA. His mission is to help <strong>IBM</strong> PCD create solutions for cost-<br />

and resource-effective IT management, IT process automation and IT system integration. He<br />

is one of <strong>IBM</strong>'s leading experts on deploying and managing PC-based products. In his<br />

leadership role, he works with the <strong>IBM</strong> Development teams to create the next generation PC<br />

and Server management solutions. He simultaneously continues his work as a consultant,<br />

helping <strong>IBM</strong> customers to develop and implement automated IT processes around the world.<br />

John Zywicki is a Systems Management Professional with <strong>IBM</strong> Global Services US. He has<br />

13 years of experience in all aspects of PC management, deployment and project leadership<br />

for large enterprise accounts. He is a technical project management lead for hardware and<br />

software standardization methods, global deployments and systems management solutions.<br />

His specialties include process development, technical guidance, and solutions development.<br />

© Copyright <strong>IBM</strong> Corp. 2004. All rights reserved. vii


He has co-authored three ThinkVantage Technology <strong>Redbooks</strong>. He is also responsible for<br />

providing pre-sales and post-sales support and training to <strong>IBM</strong> internal teams and customers.<br />

Become a published author<br />

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customers.<br />

Your efforts will help increase product acceptance and customer satisfaction. As a bonus,<br />

you'll develop a network of contacts in <strong>IBM</strong> development labs, and increase your productivity<br />

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viii ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong><br />

1<br />

IT departments are usually faced with the demanding task of building workstations for their<br />

end users. In addition, most business units have different requirements to perform their jobs.<br />

For an IT department to be successful, it must team with its users to identify what information,<br />

software and tools need to be loaded on a workstation.<br />

One of the most popular ways of distributing this information is through the use of images<br />

which contain the contents for a workstation. Through the use of images, corporations can<br />

ensure their PCs are consistently functional without having to load every machine individually.<br />

IT departments use images to control the versions of software and drivers used throughout a<br />

company.<br />

<strong>ImageUltra</strong> <strong>Builder</strong> is a unique tool that provides IT Departments with an easy-to-use<br />

interface which centralizes the creation, maintenance and deployment of all their images.<br />

The following sections will take you through how the modular approach of <strong>ImageUltra</strong><br />

Technology will help you manage all your corporate images within one unique interface. We<br />

will also discuss how <strong>ImageUltra</strong> <strong>Builder</strong> interacts with other image management tools such<br />

as Microsoft Sysprep and Symantec DeployCenter.<br />

© Copyright <strong>IBM</strong> Corp. 2004. All rights reserved. 1


1.1 Image management today<br />

An image consists of several components: an operating system, applications, device drivers,<br />

and other related files needed to successfully run a computer. In most cases, Information<br />

Technology (IT) departments create images on source computers, extract the images and<br />

store them in a central location. They then deploy the images to multiple computers either<br />

across a network or from a set of image CDs. This enables an IT department to develop<br />

standardized images and control the versions of software and device drivers used throughout<br />

their company.<br />

1.1.1 Current tools and procedures used to build and deploy images<br />

Unattended Installation - Scripted<br />

► Unattended installations can be either a CD based installation or an over-the-network<br />

installation on to the hard disk drive in a PC.<br />

► Can be fully unattended or partially unattended using Answer files created using the<br />

UNATTEND.TXT file<br />

► Answer files determine what defaults to provide or what information to allow users to<br />

provide (user name, domain etc.)<br />

► Downside, can take hours to install<br />

► High technical knowledge needed to create and maintain scripts.<br />

► Distribution hardware requirement in an “over-the-network installation” environment<br />

► Upside, can support multiple hardware<br />

Disk Duplication - Cloning<br />

Some companies use cloning utilities to create and deploy their images. First, they create an<br />

image file that contains the contents of a drive. That image is then loaded onto different<br />

machines in a corporate environment.<br />

► Primary benefit is to provide consistency of corporate desktops.<br />

► Can be either CD based installation or an over-the-network installation.<br />

► Must use 3rd party utility such as Symantec DeployCenter or Symantec Ghost to make<br />

drive or partition images.<br />

► Cloning is supported by Microsoft when used in conjunction with Sysprep. For more<br />

information on Sysprep see section on “The use and importance of Microsoft Sysprep” on<br />

page 11.<br />

► Downside, one clone image for one system model<br />

► Clone images are effected by chipset level changes<br />

► Upside, install can be very quick<br />

1.1.2 Image complexity leads to image management problems<br />

Keeping and maintaining images can quickly become very difficult as organizations get more<br />

complex. The number of languages, hardware types and operating systems can increase the<br />

number of images exponentially, making it difficult to maintain.<br />

The major challenges most IT departments face are as follows:<br />

2 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


► Reduction of time required to create and test images. Different departments have varying<br />

levels of complexity in the image. These varying needs of different groups in an enterprise<br />

often result in manual installation of applications by IT staff<br />

► Finding ways to build and deploy images across a wider range of hardware.<br />

► Reducing or minimizing the total number of images that have to be maintained.<br />

► Use of multiple Operating Systems increases deployment and help desk costs and<br />

support for multiple languages required by large multinational companies increases<br />

complexity and cost of large rollouts<br />

► Users make unauthorized modifications to their standard image(s), generating increased<br />

help desk calls and requiring additional IT time to re-image PCs<br />

► Over time, images have to be updated or rebuilt from scratch<br />

1.2 Image management using <strong>ImageUltra</strong> <strong>Builder</strong><br />

The purpose of the <strong>ImageUltra</strong> <strong>Builder</strong> program is to provide IT departments with the tools<br />

needed to develop, deploy, install, and maintain a variety of images efficiently.<br />

Through new tools and techniques, the <strong>ImageUltra</strong> <strong>Builder</strong> program enables you to break<br />

down images into reusable subcomponents (called modules) and use tree structures called<br />

maps to construct your images. These images (referred to as Smart Images, see 1.5.1,<br />

“<strong>ImageUltra</strong> <strong>Builder</strong> terminology” on page 9 and 1.6, “<strong>ImageUltra</strong> <strong>Builder</strong> process to create a<br />

Smart Image” on page 17) can then be deployed across a broad range of hardware platforms.<br />

Each Smart Image component is stored in a central location called a Repository. <strong>ImageUltra</strong><br />

<strong>Builder</strong> creates and uses the <strong>IBM</strong> service partition for deployment.The service partition<br />

contains different modules for the operating system, applications, and devices drivers, as well<br />

as a set of recovery tools.The service partition provides its own operating environment which<br />

is not dependent on the Windows operating system being present on any active partition. For<br />

non-ibm hardware, <strong>ImageUltra</strong> <strong>Builder</strong> will create the service partition for you.<br />

Figure 1-1 outlines the life cycle of an <strong>ImageUltra</strong> Image.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 3


Operating system,<br />

application, and device<br />

driver (opt.) modules<br />

Import Image<br />

modules<br />

Import<br />

Repository<br />

Additional drivers,<br />

application modules<br />

Build<br />

Build custom<br />

modules<br />

Repository<br />

Figure 1-1 <strong>ImageUltra</strong> <strong>Builder</strong>: life cycle of an <strong>ImageUltra</strong> Image<br />

1.3 Image creation preparation process<br />

The process outlined in this section make the entire imaging process more efficient and<br />

thorough. The information gathered prior to when the actual image creation project is initiated<br />

will be very beneficial and make the process more efficient. Once this preparation phase is<br />

complete, the involved teams will have the information they require to begin the project and all<br />

future imaging processes will become more organized and simplified, thus eliminating costs<br />

and fact finding each time a new image is required.<br />

► Determine the project scope, deliverables and schedules. Communicate this to all involved<br />

parties.<br />

► A list of contact names and responsibilities for all team members should be created.<br />

► A list of all global customer locations should be created.<br />

► Allocate the standard hardware for image creation, testing and support.<br />

► Outline the imaging and ThinkVantage tools that will be used in the image creation<br />

process and that will be installed on the PCs.<br />

– <strong>ImageUltra</strong> <strong>Builder</strong> for imaging<br />

– Rescue and Recovery for backup and recovery<br />

– System Migration Assistant for transferring user settings<br />

– Web-D and Software Delivery Assistant for post imaging application installations<br />

– Access Connections and Active Protection System for <strong>IBM</strong> laptops (mobile computers)<br />

– Update Connector for <strong>IBM</strong> driver updates<br />

– Embedded Security Subsystem for security<br />

4 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

Create Image layout<br />

Drag-n-drop modules<br />

Maps<br />

Deply<br />

Image<br />

modules to<br />

Service<br />

Partition<br />

Deploy,<br />

Install


1.3.1 Hardware<br />

– Access <strong>IBM</strong> for support and system information<br />

► Organize communication team meetings to discuss the project during each phase.<br />

– Connectivity<br />

There are several steps that need to be taken before the technical teams can become fully<br />

engaged. Completing these up front will save time and effort once the project begins. All<br />

engaged team members should be setup with the following if applicable:<br />

► Security IDs<br />

► Network IDs<br />

► Remote access IDs and software<br />

► Badges<br />

► Server location information supplied to all the team members. This would include project<br />

required server share names, application and storage shares.<br />

If this has not been previously outlined, create a static location for all software and image<br />

storage. This will keep consistent all images, testing software and documentation.<br />

This section outlines the current and future PC hardware infrastructure.<br />

► Create an outline of the current standard PC hardware and all legacy systems that are to<br />

be supported. This should include:<br />

– Make/Manufacturer<br />

– Model<br />

– Part number<br />

– A ratio of each model in production and if location or business units have unique<br />

hardware.<br />

– Specifications for each model<br />

– Determine if the hardware standards are standard models or if custom modifications<br />

been made. If true, what has been added or removed.<br />

► Document information on where PCs are being purchased.<br />

– Manufacturer direct<br />

– A supplier<br />

► Create an information package on the PC ordering schedule. This will help determine the<br />

imaging schedule for new image or image updates.<br />

– Orders are placed every quarter<br />

– Orders are placed Ad-hoc<br />

► Determine a schedule for evaluating new PC models. This will also help your image<br />

creation schedule.<br />

– Every quarter<br />

– Every year<br />

– Determined by manufacturer roadmap<br />

– Is there a standard product family, such as ThinkPad or ThinkCentre.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 5


1.3.2 Image<br />

► Determine if a driver catalog will be maintained for all production PC models and stored on<br />

local server. This can be done for <strong>IBM</strong> PCs by using the <strong>ImageUltra</strong> <strong>Builder</strong> driver maps or<br />

the Update Connector ThinkVantage products.<br />

The image section helps determine the expectations and requirements for creating an image.<br />

It would be a best practice to determine which PC models and operating systems shall be<br />

maintained in the current and future environments.<br />

► Which operating system will be required for imaging<br />

– The Service Pack level<br />

– Patches, updates<br />

– Languages required<br />

– The PC model/s that this image will support<br />

– Acquire all operating system source and application licenses.<br />

► Create an outline providing all specific OS configuration settings and/or preferences.This<br />

is the most time consuming aspect of the image creation process and having a detailed<br />

checklist will make this more efficient. Listed are a few examples of the information that<br />

should be gathered.<br />

– Partitioning structure<br />

– FAT32 or NTFS<br />

– Standard applications installed<br />

Determine application groups for <strong>ImageUltra</strong> <strong>Builder</strong> Maps<br />

– Security settings<br />

User<br />

System<br />

– Directory structure - User Data<br />

– Configuration settings<br />

► Document all image specific settings for support reference and version control.<br />

– Version, language, patches, build name.<br />

– Create a unique image version identifier on your build for reference if needed.<br />

This can be done by editing the oeminfo.ini file for example and having this locally<br />

on each user PC.<br />

► Determine which <strong>ImageUltra</strong> imaging type will be used to create the image<br />

– You can use one type or a combination of all depending on your requirements<br />

► Determine if a copy of the image will be stored in a hidden partition on the target system.<br />

This can be done with <strong>IBM</strong> tools on <strong>IBM</strong> systems.<br />

– You can choose to have <strong>ImageUltra</strong> <strong>Builder</strong> copy all the image modules to a hidden<br />

partition on the PC.<br />

– Use <strong>IBM</strong>’s Rescue and Recovery to create a backup of the entire image and create<br />

incremental backups<br />

► Outline a final testing and approval process for the image prior to release into production.<br />

► Determine a schedule for image updates or maintenance.<br />

6 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


1.3.3 Applications<br />

1.3.4 Distribution<br />

– How often will this be required<br />

Quarterly<br />

Monthly<br />

– Log and test any required future changes to the image.<br />

Changes to configuration<br />

New standard applications or version updates<br />

Service Packs<br />

Patches<br />

Security updates<br />

Driver updates<br />

► Communicate to the end user the data backup and recovery strategy<br />

– <strong>IBM</strong> Rescue and Recovery<br />

– <strong>IBM</strong> System Migration Assistant for user specific settings<br />

The application section covers the standard or unique applications on the production images.<br />

► Create a matrix of all standard applications required on each image.<br />

– Determine an application owner contact for supporting each application.<br />

– Required languages<br />

– Required versions<br />

– Specific location/region applications<br />

– Business Unit specific applications<br />

– Acquire all application source and licenses.<br />

– Verify that the application is certified to run on the standard image operating system.<br />

► Determine if or which applications will need packaged installations for the image. All the<br />

applications will need to install silently using the <strong>ImageUltra</strong> <strong>Builder</strong>, Software Delivery<br />

Assistant or Web-D products.<br />

► Create installation and configuration instructions for each application.<br />

► Determine an application testing and approval process for release on an image or stand<br />

alone distribution.<br />

The distribution section covers the integration of the image once approved for production.<br />

► Determine the <strong>ImageUltra</strong> <strong>Builder</strong> distribution method for the image.<br />

– CD or DVD media<br />

– LAN<br />

– WAN<br />

– All<br />

► If required, provide a storage location for archiving legacy images.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 7


► Determine the location of image integration. Several scenarios can be used depending on<br />

new product rollouts or rebuilds.<br />

– Locally<br />

– A supplier<br />

– <strong>IBM</strong> Image and Technology Center<br />

► Determine a software distribution method for ad-hoc updates<br />

– Security updates<br />

– Hardware BIOS or driver updates<br />

<strong>IBM</strong> Update Connector<br />

<strong>IBM</strong> RDM<br />

– Manufacturer patches or updates<br />

Access <strong>IBM</strong><br />

– Application updates<br />

1.4 Installing <strong>ImageUltra</strong> <strong>Builder</strong> V2.01<br />

<strong>ImageUltra</strong> <strong>Builder</strong> is a purchased product and not available via download.<br />

1.4.1 Minimum Requirements<br />

The following information provides the minimum requirements for the <strong>ImageUltra</strong> <strong>Builder</strong><br />

console (the computer on which you install the <strong>ImageUltra</strong> program):<br />

► Operating system: Windows XP Professional Edition or Windows 2000<br />

► Disk Space: 100 MB of available disk space to install the <strong>ImageUltra</strong> <strong>Builder</strong> program.<br />

► Additional storage is required for the repository, which can be on the <strong>ImageUltra</strong> <strong>Builder</strong><br />

console or on a shared disk.<br />

► The amount of disk space required for the repository depends on the size and number of<br />

modules that will be stored in it. Repositories cannot span drives, so make sure you have<br />

enough storage for future growth.<br />

Removable-media drives:<br />

► CD or DVD drive for installation<br />

► Diskette drive for the creation of Network Deployment Diskettes and Import Diskettes<br />

► CD-RW drive for CD deployment<br />

► Minimum networking speed: 10 Mbps; Ethernet or token ring<br />

1.4.2 Installation procedure<br />

1. After executing the installation file, you will see the ImageShield Wizard for <strong>IBM</strong><br />

<strong>ImageUltra</strong> <strong>Builder</strong>.<br />

2. Click Next.<br />

3. At the Welcome to the <strong>IBM</strong> <strong>ImageUltra</strong> <strong>Builder</strong> Setup window, click Next.<br />

4. Click Yes to agree to the license agreement to continue the installation.<br />

5. Select the installation directory. Click Next.<br />

8 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


6. Click Finish to complete the installation process.<br />

7. Install <strong>ImageUltra</strong> <strong>Builder</strong> Patch 3.0. For the list of problems solved by this update please<br />

refer to the README.TXT file.<br />

Download the patch and readme.txt from the following URL:<br />

http://www.ibm.com/pc/support/site.wss/document.do?lndocid=MIGR-53846<br />

1.5 <strong>ImageUltra</strong> <strong>Builder</strong> components and basic operations<br />

This section describes the various processes and components associated with the<br />

<strong>ImageUltra</strong> <strong>Builder</strong> program and how they relate to each other. For more step-by-step<br />

instructions on how to complete any of the processes described in this chapter, refer to the<br />

<strong>ImageUltra</strong> <strong>Builder</strong> help system.<br />

Think of <strong>ImageUltra</strong> <strong>Builder</strong> technology as a mechanism for storing individual operating<br />

systems, applications, drivers and image utilities into separate bins that can be combined to<br />

deploy images in multiple combinations. Each separate item is easily accessible for updating<br />

and maintaining without having to modify or recreate an entire new image. This is the<br />

modular approach that <strong>ImageUltra</strong> <strong>Builder</strong> technology uses to simplify image creation,<br />

maintenance and deployments. The master bin that contains all of the modules is called a<br />

repository. The individual items are called modules.<br />

Important: A module is a packaged, compressed, self-contained unit that can be<br />

combined with other modules in the repository to make one or more images. Each<br />

application is a module, each device driver is a module, each operating system is a<br />

module, and so on.<br />

The repository stores all the modules and deployment maps into a central location.<br />

1.5.1 <strong>ImageUltra</strong> <strong>Builder</strong> terminology<br />

The following is a high-level description of the <strong>ImageUltra</strong> <strong>Builder</strong> terminology:<br />

► Smart Image: An image that includes intelligence to configure itself based on operating<br />

system, language, hardware configuration, and user application sets.<br />

► Repository: Contains all the <strong>ImageUltra</strong> <strong>Builder</strong> maps and modules necessary to build<br />

your Smart Image.<br />

► Module: A reusable installation package for a single operating system, application, or<br />

device driver.<br />

► Container: Special type of module that allows you to group other modules together into a<br />

single identifier. All modules must be of the same type.<br />

► Base Map: Defines the menu structure and modules (operating systems and applications)<br />

contained in a Smart Image.<br />

► Driver Map: Defines the device driver modules contained in a Smart Image.<br />

► Filter: Runs during the installation process and allows you to automate decisions. Filters<br />

are DOS programs that have a true or false return value.<br />

► Utility: Utilities are DOS programs that run during the service partition boot. <strong>ImageUltra</strong><br />

<strong>Builder</strong> does not have any built-in utilities, but they are easy to create.<br />

► Network Sync: Network synchronization occurs at deployment and at first boot. It allows a<br />

client with a Smart Image to look for updated maps on the “network” (in the repository).<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 9


1.5.2 Image types<br />

► <strong>IBM</strong> Customization Program: Program used to create semi-portable Smart Images<br />

(Sysprep).<br />

► Hardware Independent Imaging Technology (HIIT): Intelligently detects the correct<br />

driver base to install for <strong>IBM</strong> desktops and <strong>IBM</strong> laptops.<br />

► Hidden Protected Area (HPA): A hidden area on new model <strong>IBM</strong> desktop or laptop hard<br />

disks. The Hidden Protected Area, also referred to as parties, enables <strong>IBM</strong> to provide a<br />

disk-based recovery solution that provides greater flexibility and enhances the security for<br />

recovery data, diagnostics, and potential future applications.<br />

► Build: Used when testing a module or map in <strong>ImageUltra</strong> builder. The map or module can<br />

be edited or changed.<br />

► Promote: Used after a map or module has been thoroughly tested and is ready for<br />

production. Once a module is promoted to the gold state, it is locked and you can no<br />

longer make changes to that module. Promoting a module to the gold state helps ensure<br />

that the module will not be changed accidentally.<br />

► Import: Imports maps or modules from another source into your repository. This can be<br />

from a set of <strong>IBM</strong> Recovery CDs, a directory, another repository, a service or <strong>IBM</strong> Hidden<br />

Protected Area (HPA) partition.<br />

► Export: Exports maps or modules from a repository to an archive directory.<br />

► Deploy: Creates a network boot floppy used during deployment or creates the file<br />

structure needed to create a set of distribution CDs.<br />

► Replica: A copy or reproduction of work.<br />

There are three basic image types supported within the <strong>ImageUltra</strong> <strong>Builder</strong> tool. They are<br />

described below.<br />

► Ultra-portable image: This type of image is installed via a Windows unattended process<br />

and contains hardware-independent operating-system modules developed by <strong>IBM</strong>.<br />

Application modules and device driver modules can be developed by <strong>IBM</strong> or created using<br />

the <strong>ImageUltra</strong> <strong>Builder</strong>. The <strong>IBM</strong> created modules can be imported via the hidden<br />

protected area (HPA), service partition or from a set of recovery CDs. These modules<br />

enable you to create an image that can be used across the <strong>IBM</strong> product line of Hardware<br />

Independent Imaging Technology enabled (HIIT-enabled) personal computers.<br />

For a listing of <strong>IBM</strong> HIIT-enabled personal computers, visit the <strong>ImageUltra</strong> Web site at:<br />

http://www.ibm.com/pc/support/site.wss/MIGR-44316.html<br />

► Portable-sysprep image: This type of image is created by a third-party image-cloning<br />

tool, such as Symantec Ghost or Symantec DeployCenter, but modified by <strong>ImageUltra</strong><br />

<strong>Builder</strong> tools to enable the installation of additional modules created and managed by<br />

<strong>ImageUltra</strong> <strong>Builder</strong>. An example of this would be a non-hardware dependent cloned<br />

sysprep operating system that adds model specific drivers and user-specific applications<br />

after the base operating system is installed. The additional modules can be device driver<br />

modules to enhance portability across various hardware platforms or application modules<br />

to provide additional flexibility to meet the needs of individual department application<br />

requirements.<br />

► Hardware-specific image: This type of image is created by a third-party image-cloning<br />

tool, such as Symantec Ghost or Symantec DeployCenter. It is a self-contained monolithic<br />

image, which does not enable the installation of additional modules. All files, applications<br />

and device drivers are contained within the image itself. The hardware configuration of the<br />

target computer must be the same as the hardware configuration of the source computer<br />

used to create the image because of this.<br />

10 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


A hardware-specific image is similar to a portable-sysprep image, but the differences are:<br />

– It does not have the ability to append itself with additional modules. It is essentially a<br />

“snapshot” of a source computer hard disk after the Microsoft Sysprep program has<br />

been run.<br />

– When deployed to a target computer, the hardware-specific image performs a limited<br />

hardware query, but the hardware it can support is limited to the device drivers that<br />

were provided by the source computer.<br />

– A hardware-specific image requires that the source and target computers contain the<br />

exact same hardware with little or no variations. It also requires that any variation in<br />

applications be handled separately from the image-deployment process and<br />

image-installation process.<br />

1.5.3 The use and importance of Microsoft Sysprep<br />

If you intend to use portable-sysprep images or hardware-specific images, you must have a<br />

thorough knowledge of the Microsoft Sysprep tool. Unlike ultra-portable images,<br />

portable-sysprep images and hardware-specific images are based on images created from a<br />

source computer that has gone through a Windows setup operation. Therefore, specific user<br />

and hardware information must be removed from the source computer using the Sysprep tool<br />

before the image can be deployed to other computers. In contrast, ultra-portable images are<br />

created from modules provided by <strong>IBM</strong> and are installed via a Windows unattended process.<br />

If you intend to use ultra-portable images only, the Sysprep tool is not used.<br />

1.5.4 Which image type is best for you?<br />

You can use one or all methods depending on your company infrastructure. Here are some<br />

examples:<br />

► To maintain existing PCs for which you already have images, you might choose to convert<br />

existing hardware-specific monolithic images into modules that can be stored and<br />

deployed using the <strong>ImageUltra</strong> <strong>Builder</strong> program.<br />

► If you are planning to install assorted models of <strong>IBM</strong> PCs and ThinkPads, you might<br />

consider developing ultra-portable images that can be used across the <strong>IBM</strong> product line<br />

regardless of hardware variations.<br />

► If you plan to install a mix of PCs from various manufacturers, consider using the<br />

<strong>ImageUltra</strong> <strong>Builder</strong> program in conjunction with third-party image-cloning software to<br />

create portable-sysprep images that enable the installation of application or device-driver<br />

modules so that the image can be deployed across a wider range of PCs. Because Smart<br />

Images support all three types of images, you can use combinations of images within a<br />

single base map.<br />

All three image types can be used by a corporation, as can any combination of the image<br />

types.<br />

Figure 1-2 outlines the basic differences between the three image types.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 11


Function<br />

Figure 1-2 <strong>ImageUltra</strong> <strong>Builder</strong> Image Differences<br />

The following is a list of functions available for each image type:<br />

► Portability<br />

– A hardware-specific image is only for use on identical computers systems. Hardware<br />

variations are limited to plug-in devices and peripherals for which device drivers were<br />

provided on the source computer. No variation in software content can be handled by<br />

the deployment process. If additional device drivers or application programs are<br />

required by the target computer, they must be installed manually or through some other<br />

software-deployment mechanism.<br />

– Although portable-sysprep images can be used with <strong>IBM</strong> and non-<strong>IBM</strong> computers and<br />

provide increased portability by enabling additional device drivers and applications to<br />

be installed, there are still hardware limitations. As a general rule, a portable-sysprep<br />

image is for use on identical or similar computers, and in many cases, the<br />

portable-sysprep image is “manufacturer-unique”. There are various factors in<br />

determining what constitutes a similar computer.<br />

If you are deploying a portable-sysprep image to a target computer that has the<br />

identical system board (motherboard) as the source computer, the image will install<br />

and work successfully.<br />

If you are deploying a portable-sysprep image to a target computer that has a<br />

different system board, but the same core chip set as the source computer, there is<br />

a high probability that the image will install and work successfully.<br />

If you are deploying a portable-sysprep image to a target computer that has a<br />

different system board and a different core chip set from the source computer, there<br />

is a low probability that the image will install and work successfully.<br />

– The ultra-portable image is the most portable of the three types of supported images.<br />

Because an ultra-portable image is deployed in an uninstalled state and uses the full<br />

Windows setup for hardware detection during installation, the image is virtually<br />

hardware-independent.<br />

12 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

Ultra Portable Portable Sysprep System Specific<br />

Portability High Medium-High None<br />

Effort to maintain image None Medium High<br />

Need for image updates Low Medium High<br />

Installation time<br />

Image Type<br />

Integrated with HIIT modules and<br />

<strong>ImageUltra</strong> <strong>Builder</strong> modules<br />

50 min + (Windows<br />

unattended install)<br />

20 min + (Sysprep) 15 min + (Sysprep)<br />

Yes Yes No<br />

Supported operating systems Win2000, WinXP Win2000, WinXP Any operating system<br />

Supported hardware <strong>IBM</strong> Only <strong>IBM</strong> and non-<strong>IBM</strong> <strong>IBM</strong> and non-<strong>IBM</strong>


The high portability of the ultra-portable image is limited to <strong>IBM</strong> personal computers<br />

only. The same base module and most application modules can be used across the<br />

<strong>IBM</strong> personal computer product line of HIIT-enabled computers, regardless of<br />

hardware variations.<br />

► Image maintenance<br />

The ultra-portable and portable images require less maintenance since they use the<br />

modular approach to image creation. The hardware specific image requires a high amount<br />

of maintenance due to having all applications, drivers, patches etc. contained within one<br />

monolithic image. Each time a change is required, the entire image must be modified.<br />

► Installation time<br />

The installation time varies between the three image methods. The hardware-specific<br />

image is the quickest due to having all the software components included within the image<br />

itself. The portable-sysprep image has the operating system cloned but the applications<br />

and drivers to be installed can be different depending on the hardware model and user<br />

application requirements. The ultra-portable has the slowest deployment time due to using<br />

an unattended installation instead of cloning technology.<br />

► Hardware Independent Imaging Technology (HIIT) Integration<br />

The ultra-portable and portable-sysprep image can automatically detect the model type of<br />

most <strong>IBM</strong> computers and install the drivers required for each system. The<br />

hardware-specific image does not provide this feature.<br />

► Supported operating systems<br />

The ultra-portable and portable-sysprep images will only be supported with Windows 2000<br />

images and Windows XP images. The hardware specific image can be used with any<br />

operating system due to no modules or add on drivers being supported.<br />

► Supported hardware<br />

The ultra-portable image is only supported for use on <strong>IBM</strong> PCs and ThinkPads. The<br />

operating system modules were created for <strong>IBM</strong> systems only. <strong>Using</strong> the ultra-portable<br />

image on a non-<strong>IBM</strong> may violate software license agreements.<br />

The portable-sysprep and hardware-specific can be used on <strong>IBM</strong> and non <strong>IBM</strong> systems.<br />

1.5.5 Module categories<br />

In this section are the descriptions of the modules used within the <strong>ImageUltra</strong> <strong>Builder</strong> tool.<br />

► Operating system modules: There are three types of operating system modules:<br />

– Base operating system modules: These modules contain all of the components that<br />

are part of the base operating system. Base operating system modules include<br />

modules created from hardware-specific images and portable-sysprep images, as well<br />

as base operating-system modules imported from the service partition or Hidden<br />

Protected Area of a source <strong>IBM</strong> computer. Base operating-system modules are<br />

typically created by and installed through an imaging tool, such as Symantec Ghost or<br />

Symantec DeployCenter. An example of this would be an operating system module for<br />

Window 2000 or Windows XP. See 1.15, “Creating a base operating system hardware<br />

specific module” on page 48.<br />

– Operating system add-on modules: These modules include items such as<br />

operating-system hot fixes, service packs, patches, and updates that install through a<br />

standard setup process, similar to applications. See 1.13, “Creating an operating<br />

system add-on module” on page 39.<br />

– Partitioning modules: You use these modules to add one or more partitions beyond<br />

the C partition, or delete one or more pre-existing partitions. You can have multiple<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 13


partitioning modules in a base map to accomplish various results. When you use a<br />

partitioning module to create additional partitions with data, the module contains all of<br />

the information required to create the additional partition and all of the data to be<br />

placed in the additional partition. These types of partitioning modules are typically<br />

created using an imaging tool, such as Symantec Ghost or Symantec DeployCenter.<br />

See 1.14, “Creating a partitioning module” on page 47.<br />

► Application modules: Each of these modules contains all of the components associated<br />

with a specific application program. Software applications such as Microsoft Office, Adobe<br />

Acrobat and <strong>IBM</strong> System Migration Assistant would be separate application modules. See<br />

1.10, “Creating an application module from source files” on page 28.<br />

– If you are building an ultra-portable image or a portable-sysprep image, you can use<br />

application modules.<br />

– If you are building a hardware-specific image, you cannot use application modules<br />

when deploying the image. All applications must have been previously contained within<br />

the hardware-specific image when it was created.<br />

► Device driver modules: Each of these modules contains all of the components<br />

associated with a specific device driver. There would be a separate device driver module<br />

for the <strong>IBM</strong> ThinkPad video driver or a ThinkCentre audio driver for example. 1.11,<br />

“Creating a device driver module from source files” on page 32.<br />

– If you are building an ultra-portable image or a portable-sysprep image, you can use<br />

device-driver modules.<br />

– If you are building a hardware-specific image, you cannot use device-driver modules in<br />

conjunction with that image. All device drivers must be contained within the<br />

hardware-specific image.<br />

During the deployment process, you choose which base map and which driver map to deploy.<br />

This enables you to maintain device-driver modules and driver maps independently of the<br />

operating-system and application content defined by base maps. In addition to modules, the<br />

<strong>ImageUltra</strong> <strong>Builder</strong> program enables you to create containers in the repository.<br />

► Container<br />

A container is a special type of module that enables you to group other modules together<br />

under a single identifier. All modules in a container must be of the same type. For<br />

example, you might want to group all of the device drivers used for a specific machine type<br />

into a device-driver container. Or, you might want to group a Windows 2000 base<br />

operating-system module with all of its associated add-on modules into an<br />

operating-system container. The use of containers is optional, but you might find<br />

containers helpful when creating maps because you can simply inserting the container<br />

module into your map instead of inserting each individual module.<br />

► Filters<br />

Filters automate a decision during the installation process. You typically use filters to<br />

obtain hardware-related information from a target computer to determine if a specific<br />

module or set of modules should be installed. The <strong>ImageUltra</strong> <strong>Builder</strong> program provides<br />

filters that check the machine type, machine type and model number, hardware platform<br />

(mobile or desktop), and whether or not a computer is an <strong>IBM</strong> computer. You can also<br />

develop your own filters if needed.<br />

Filters are DOS-based programs that run during the installation process. In most cases<br />

filters query the BIOS of the target computer, but they can query other devices that store<br />

identification information in a ROM or EEPROM module. For example, you might want to<br />

check for the presence of a PCI modem before installing a modem-related application<br />

program or you might want to check for a specific machine type to determine which device<br />

drivers should be installed.<br />

14 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


► Utilities<br />

Utilities are DOS-based EXE, BAT, or COM files that run during the installation process.<br />

For example, an installer might want to run CHKDSK to determine the size and condition<br />

of a hard disk before any files get installed. Utilities are copied to the service partition of<br />

the target computer during deployment, run during the installation process, but never get<br />

copied to the active partition of the target computer. You can incorporate utilities in a map<br />

to run immediately before the installation menus, immediately after the installation menus,<br />

or as a result of a selection in the installation menus. You determine how the utilities run<br />

and in what order.<br />

The <strong>ImageUltra</strong> <strong>Builder</strong> program does not provide any utilities. If you want to include<br />

utilities, you will have to build your own utility modules.<br />

To use a utility, you either assign a utility module to a base-map menu item or use the<br />

Before/After Menu tab in the Map Settings window for base maps.<br />

► Base map<br />

A base map is a deployment repository that contains only the operating systems, add on,<br />

partitioning and application modules that are required for a unique deployment. This can<br />

be accessed through the base maps tab in the <strong>ImageUltra</strong> <strong>Builder</strong> application. The base<br />

map is used to organize modules for deployment to install by language, business unit or<br />

any other business specific map that you create.<br />

For example, you can create a base map named “XP Standard” that would include a US<br />

English Windows XP portable-sysprep module, the standard application modules that are<br />

required on every computer in your corporation and any other add on, partition, filters,<br />

container modules that are required. Modules can be copied from the main repository to<br />

any or all base maps thus giving a corporation one location to store their images.<br />

For conceptual information about developing base maps, refer to the <strong>ImageUltra</strong> <strong>Builder</strong><br />

Version 2.0 User Guide.<br />

► Driver map<br />

A driver map is the menu driven area that contains all of the driver modules. This can be<br />

accessed through the driver map tab in the <strong>ImageUltra</strong> <strong>Builder</strong> application. This can be<br />

used to insert all the driver modules for a model specific system under one map heading.<br />

The <strong>IBM</strong> ThinkPad T40 2373-75U driver map, for example, could contain the audio, video<br />

and network driver modules. This can either be setup to display a manual menu selection<br />

window during installation or a filter can be added to automatically select which drivers the<br />

system requires.<br />

► Repository<br />

All maps and modules are stored in a repository. When the repository is viewed through<br />

the <strong>ImageUltra</strong> <strong>Builder</strong> interface, the maps and modules are identified by descriptive<br />

names that you create. The actual file names displayed in My Computer or a DOS window<br />

are assigned by the <strong>ImageUltra</strong> <strong>Builder</strong> program. The following is a list of file extensions<br />

and description used for the files in the repository:<br />

– .CRI: Metadata about the module. This information is used within the <strong>ImageUltra</strong><br />

<strong>Builder</strong> interface.<br />

– .DMA: Driver maps<br />

– .BMA: Base maps<br />

– .IMZ: Compressed module source<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 15


1.5.6 Module Window Tabs<br />

When creating and adding modules to the <strong>ImageUltra</strong> <strong>Builder</strong> repository, a window with<br />

multiple tabs will be presented allowing you to describe various properties for the module.<br />

Refer to Figure 1-21 on page 30. Following is a description of those tabs.<br />

General Tab<br />

The general tab allows you to enter general information about the module. Module name,<br />

version number, description of module, and there is even a field to encrypt your module.<br />

Languages Tab<br />

By checking a language and operating system box, <strong>ImageUltra</strong> <strong>Builder</strong> will check the<br />

operating systems and language during the deployment stage; if there is no match, the<br />

module will not be deployed.<br />

Source Tab<br />

In the source tab you detail all commands and files necessary to the execution of a module.<br />

► In the Source directory field, browse to the directory where the source file for this<br />

application is located. Example: C:\apps<br />

► In the Silent install command field, browse to the executable file contained in your source<br />

directory. Example: C:\apps\wrar280.exe<br />

► In the Parameters field, type your silent install switch. Example: /s.<br />

► Close the Properties window, and when prompted, select Yes to save.<br />

Filters Tab<br />

Filters are usually DOS-based programs. Typically, they will be a .EXE or .BAT file. Once you<br />

have created your filter modules you can then apply them to other modules.<br />

Example: Filter IS<strong>IBM</strong> will run a check to make sure the hardware this module is being<br />

deployed to is an <strong>IBM</strong> Machine.<br />

Options Tab<br />

There are a number of fields on this tab that will allow you to control the installation behavior<br />

of the module:<br />

Target location<br />

These fields define whether the application files should be copied to the target partition.<br />

If you type a path in this field and you also provide a Silent install command on the source tab,<br />

the files will be copied to the target partition in addition to the application being installed.<br />

If you type a path in this field and you do not provide a Silent install command on the Source<br />

tab, the files will be copied to the target partition, but the application will not be installed<br />

automatically.<br />

Behavior<br />

These fields are used to control the module installation order.<br />

► Install hook<br />

– Install during auditboot (Default): This selection enables the module you are<br />

creating to be installed during the first boot after the Windows setup is complete.<br />

16 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


– Install during customer first boot: This selection enables the module you are<br />

creating to be installed after the auditboot, upon successful completion of Windows<br />

setup.<br />

– Install when customer chooses via desktop shortcut: This selection enables users<br />

to install the module after the image is installed by clicking a shortcut on the desktop.<br />

The <strong>ImageUltra</strong> <strong>Builder</strong> program copies the module source files to a folder on the user<br />

partition and creates an icon on the desktop that links to the installation file.<br />

► Install slot:<br />

The install slot number determines when a module is installed in relation to other modules<br />

that are assigned during the same boot cycle. Install slot numbers range from 1 to 9. The<br />

higher the slot number, the later the module is installed.<br />

Hardware Independent Imaging Technology (HIIT) behavior<br />

This field determines how Hardware Independent Imaging Technology behavior is<br />

implemented during the installation process. This field only applies to modules that you plan<br />

to include in a driver map. Typically, you do not want to modify this field unless there are<br />

unique circumstances regarding the module you are creating. The following are the choices<br />

associated with the HIIT behavior field:<br />

► Normal device detection: This selection is intended for device-driver modules that are<br />

used in driver maps.<br />

► Ignore HIIT processing: This selection is intended for unique application modules that<br />

are used in driver maps. For example, you might want to include an application that<br />

contains application files and device drivers. In this case, you can choose to put the<br />

module in both maps.<br />

► Always install: This selection is intended for modules in a driver map that fail to install<br />

correctly during normal HIIT processing.<br />

For INF installs only<br />

► INF installable: Mark this check box if the module you are creating is an INF installable.<br />

This field is typically used for device drivers only.<br />

► Relative location of INF files in the source: This field is activated only if the INF<br />

installable field is marked. This field requires an entry if INF files needed for this module<br />

are not located in the folder defined in the Source directory field of the Source tab. If you<br />

need to define a path, the path must be a relative path based on the root folder of the<br />

source files.<br />

1.6 <strong>ImageUltra</strong> <strong>Builder</strong> process to create a Smart Image<br />

The following <strong>ImageUltra</strong> <strong>Builder</strong> process steps to create a Smart Image are covered in more<br />

detail in the referenced sections:<br />

► Create a repository (refer to 1.7, “Create a repository” on page 18)<br />

► Import <strong>IBM</strong> Preload modules into your Repository (refer to 1.8, “Import <strong>IBM</strong> Preload<br />

modules into your repository” on page 22)<br />

► Create custom modules - preparation (refer to 1.9, “Create custom modules - preparation”<br />

on page 26)<br />

► Create an application module from source files (1.10, “Creating an application module<br />

from source files” on page 28)<br />

► Create a device driver module from source files (refer to 1.11, “Creating a device driver<br />

module from source files” on page 32)<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 17


► Create a utility/filter module (refer to 1.12, “Create a filter/utility module” on page 38)<br />

► Create an add-on operating system module (refer to 1.13, “Creating an operating system<br />

add-on module” on page 39)<br />

► Create a partitioning module (refer to 1.14, “Creating a partitioning module” on page 47)<br />

► Create a base-operating system Hardware Specific module (refer to 1.15, “Creating a<br />

base operating system hardware specific module” on page 48)<br />

► Create a base-operating system Portable-Sysprep module (refer to 1.16, “Create a base<br />

operating system Portable Sysprep Image” on page 54)<br />

► Customize an Ultra-Portable operating system module (refer to 1.17, “Customize an<br />

Ultra-Portable operating system module” on page 63)<br />

► Create a base map module (refer to 1.18, “Create your base map” on page 66)<br />

► Create a driver map 1.19, “Create a driver map” on page 81)<br />

Once you have completed the above steps you can then deploy your Smart Image to the<br />

target systems. The following sections will take you through each of the steps in the above<br />

process.<br />

1.7 Create a repository<br />

The first task that must be completed after installing <strong>ImageUltra</strong> <strong>Builder</strong> is to create a<br />

repository.<br />

1. Open <strong>ImageUltra</strong> by double-clicking the <strong>IBM</strong> <strong>ImageUltra</strong> <strong>Builder</strong> desktop icon. If this is the<br />

first time that <strong>ImageUltra</strong> is opened, the Welcome window will be displayed (see<br />

Figure 1-3). If the Welcome window is not displayed, click File, then click New<br />

Repository....<br />

Figure 1-3 New Repository welcome window<br />

Repositories can be imported or created later as needed.<br />

18 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


The “best practice” for the number of repositories for a customer would be the use of one<br />

repository. By using one repository, the customer can easily pull modules from different<br />

builds into a new folder for a new system. Multiple repositories are possible and may be<br />

useful for business partners maintaining images for different customers for example.<br />

2. After reviewing the Welcome window, click Next. You will see a window similar to<br />

Figure 1-4.<br />

ThinkVantage<br />

Figure 1-4 Create Repository<br />

Provide a name for the folder that the repository will be stored in.<br />

Tip: It is recommended that you keep the length (and simplicity) of your directory and<br />

share locations as short as possible. This reduces the chance for error in your scripts<br />

and also avoids any “directory length” limitations that might be imposed by the<br />

operating system.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 19


3. Click Next. You will see a window similar to Figure 1-5.<br />

Figure 1-5 Description<br />

Provide a description for the new repository.<br />

4. Click Next. You will see a window similar to Figure 1-6.<br />

Figure 1-6 Repository ID<br />

ThinkVantage<br />

Since this is the first repository that is created, accept the default repository ID that is<br />

provided. Click Next.<br />

Note: This window provides details of what the repository ID is and what it is used for.<br />

20 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Figure 1-7 Default repository<br />

Figure 1-8 Insert Folder<br />

5. Click Finish to complete the creation of the new repository.<br />

Creating a new folder in the <strong>ImageUltra</strong> <strong>Builder</strong> repository<br />

To keep the repository organized, it is recommended that different folders be created under<br />

the repository to store modules that are associated with different hardware platform. This<br />

makes finding and updating modules easier in the future. Since all of the folders are<br />

contained in the same repository, all of the modules from the different folders will be available<br />

to create the system build. To create a new folder, perform the following steps:<br />

1. Open <strong>ImageUltra</strong> <strong>Builder</strong>.<br />

2. Right-click Repository (see Figure 1-7). You will see a window similar to Figure 1-8.<br />

3. Click Insert.<br />

4. Click Folder. You will see a window similar to Figure 1-9 on page 22.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 21


Figure 1-9 New Repository folder<br />

5. Rename the new folder to a name that is readily associated with the hardware platform<br />

that include the recovery CD modules (see Figure 1-9). In this case, T40_Windows_2000<br />

is the name of the folder where the T40 ThinkPad Windows 2000 Professional recovery<br />

CDs will be imported.<br />

In the next section, we begin preparing the source files for a module.<br />

1.8 Import <strong>IBM</strong> Preload modules into your repository<br />

There are several ways of importing <strong>IBM</strong> Modules into your repository. The quickest and<br />

easiest way to import these modules is to use a recovery CD set provided by <strong>IBM</strong>. The<br />

recovery CDs contain all of the software including operating system, hardware device drivers<br />

and applications that come preloaded on an <strong>IBM</strong> system.<br />

1.8.1 Importing modules from an <strong>IBM</strong> recovery CD set<br />

1. Create a new folder in your repository.<br />

2. From the main menu click the Import button from the menu. You will see a window similar<br />

to Figure 1-10 on page 23.<br />

22 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Figure 1-10 Import wizard welcome window<br />

3. Select A set of <strong>IBM</strong> Recovery CDs. Click Next.<br />

This same procedure can be used to import modules into the repository from any of the<br />

sources listed in the figure above.<br />

4. Insert the first CD of the <strong>IBM</strong> Recovery CD set.<br />

Figure 1-11 Import modules - insert CD<br />

5. Click Next.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 23


6. Select all of the modules to be imported. Click Next.<br />

Figure 1-12 List of available modules and maps<br />

7. Select the destination folder and then click Next.<br />

Figure 1-13 Destination folder<br />

24 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Figure 1-14 Import ready to proceed<br />

8. Click Import to begin importing the selected modules and maps.<br />

Figure 1-15 Insert CD #2<br />

9. Insert CD #2. Click OK.<br />

10.Click Next to begin importing from CD #2.<br />

11.Select all of the modules to be imported. Click Next.<br />

12.Select the destination folder and then click Next.<br />

13.Click Import to begin importing the selected modules and maps.<br />

14.Insert CD #3. Click OK.<br />

15.Click Next to begin importing from CD #3.<br />

16.Select all of the modules to be imported. Click Next.<br />

17.Select the destination folder and then click Next.<br />

18.Click Import to begin importing the selected modules and maps.<br />

Note: If there are existing modules and/or maps in the repository folder that you are<br />

importing to, you will be prompted by the following window<br />

If the following window is displayed, click OK.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 25


Figure 1-16 Overwrite confirmation<br />

19.Click Finish.<br />

1.9 Create custom modules - preparation<br />

Any application, device driver, or add-on operating-system component that you intend to<br />

deploy as a module must be prepared to perform an unattended/silent installation. This is<br />

mandatory for all application and device driver packages that you wish to install as part of an<br />

<strong>ImageUltra</strong> <strong>Builder</strong> Smart Image.<br />

Note:<br />

► An unattended installation is one which does not require any user interaction.<br />

► A silent installation is one which does not display any indication of its progress.<br />

The method used to prepare an application for ‘silent installation varies depending on the<br />

installation mechanism being used.<br />

Common tools used to generate silent install packages for your applications or device drivers<br />

are Windows Installer and InstallShield. We will have a look at both in the following sections.<br />

1.9.1 Windows Installer - msiexec.exe file<br />

Msiexec.exe is the Windows Installer executable that runs the Windows Installer service. The<br />

Windows Installer service installs and manages installation packages written to specific<br />

standards and stored as a database in files with the .MSI extension.<br />

The Windows Installer reads the installation database, performs the installation and then<br />

monitors the installed software to ensure functionality. When an .MSI is opened, msiexec.exe<br />

reads the data stored in the database and builds an internal script. It then performs the<br />

actions in the script to complete the installation. Sometimes Install Packages pre-install<br />

Windows Installer as part of their installation package.<br />

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1.9.2 InstallShield<br />

A transform is a special kind of Windows Installer file (.MST file) that customizes a Windows<br />

Installer installation package. You use it to change the installation in some way for a specific<br />

set of customers or users.<br />

The Windows Installer service does allow installation package to be installed silently.<br />

There are four User Interface Levels that can be used while installing a package:<br />

1. NONE (Completely silent installation)<br />

2. BASIC (Simple progress bar and error handling)<br />

3. REDUCED (Authorized UI, wizard dialogs suppressed)<br />

4. FULL (Authorized UI with wizards, progress bar, errors)<br />

To run an installation package with silently, you need to use the following command:<br />

MSIEXEC /i Product.msi /qn<br />

If your release settings include SETUP.EXE, you can run the following command:<br />

SETUP.EXE /s /v"/qn"<br />

Basic MSI projects do not create or read response files. To set installation properties for a<br />

Basic MSI project, use a command similar to the following:<br />

MSIEXEC /i Product.msi /qn INSTALLDIR=D:\ProductFolder USERNAME=’Valued Customer"<br />

See the documentation associated with the specific installation product if you encounter any<br />

problems.<br />

InstallShield is a very commonly used application packaging system. Installation packages<br />

created using InstallShield recognize commands such as /s, /SMS /r etc. The installer itself<br />

is the setup.exe file. To ensure the application installs silently, you will need to generate a<br />

response file (.iss file) if one is not already present. Both of these files, plus any other files<br />

needed to install your package need to be stored in the same folder.<br />

Figure 1-17 Setup.exe and setup.iss files must be in the same folder<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 27


How to generate a SETUP.ISS file<br />

1. Copy all source files for the application into an empty folder. Make sure you maintain the<br />

folder structure that was provided on the software manufacturer’s distribution media. In the<br />

case of a .ZIP file, make sure you maintain the folder structure when you unzip the file.<br />

2. Open a command prompt window.<br />

3. Change to the folder that contains the application SETUP.EXE file.<br />

4. At the command prompt, type SETUP -R and then press Enter.<br />

Figure 1-18 Setup - R command to generate a new setup.iss file<br />

5. Follow the steps to install the program. As you install the program, the keystrokes and<br />

mouse clicks are recorded in the new SETUP.ISS file. Because the values you type will be<br />

used on all target computers, you should use company-related information in place of any<br />

personal information for which you might be prompted.<br />

6. When the installation is complete, the new SETUP.ISS file will be in the Windows folder<br />

for Windows XP and the WINNT folder for Windows 2000.<br />

7. Copy the new SETUP.ISS file from the Windows folder into the folder that contains the<br />

application SETUP.EXE file.<br />

Note: Newer versions of InstallShield might involve different steps.<br />

Now that you have generated all necessary files to silently install your package, you can<br />

create a module in <strong>ImageUltra</strong> <strong>Builder</strong> from these source files.<br />

1.10 Creating an application module from source files<br />

For this example we will create an application module based on the application WinRAR.<br />

Steps to create an application module from your application source files:<br />

1. Select the Applications tab (Figure 1-46 on page 46).<br />

2. Right-click the space in the window, select Insert application.<br />

3. Click Next to create a module. You will see a window similar to Figure 1-19 on page 29.<br />

28 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Figure 1-19 Create Module window<br />

4. The module type Application will be pre-selected. Click Next.<br />

5. In the Name field, type WinRAR. Do not choose to make this module a container.<br />

Figure 1-20 Create Module window<br />

6. Click Next.<br />

7. On the next window, you will be asked if you would like to create this module with the same<br />

settings as an existing module. Click Next without selecting any modules.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 29


8. Click Finish to complete the New Module Wizard.<br />

The properties window for this module will now pop up on the General tab (Figure 1-21).<br />

Figure 1-21 WinRAR: Application window<br />

In the Version field, type 2.80.<br />

9. Select the OS/Languages tab. The window shown in Figure 1-22 will be displayed.<br />

Figure 1-22 WinRAR: Application window<br />

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Under the languages selection, click the relevant Languages and Operating Systems<br />

boxes that this module will be supported on. In our example we have selected Check All.<br />

10.Select the Source tab. The window shown in Figure 1-23 will be displayed.<br />

Figure 1-23 WinRAR: Application window<br />

– In the Source directory field, browse to the directory where all the relevant files needed<br />

to silently install this application are located.<br />

– Select your setup executable or your batch file for your application. In our example we<br />

browse to the wrar280.exe file.<br />

– In the Parameters field, enter your silent install commands. In our example we have<br />

used /s which is an install shield command. The /s command will ensure that the<br />

response file gets called to automate the installation.<br />

11.Close the Properties window, and when prompted, click Yes to save.<br />

You will now see the new module under the Applications tab on the main console.<br />

12.Right-click the module, select Build.<br />

You will now see a status bar indicating the module building progress.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 31


When the building process is finished, you will see a window that lists the script files that<br />

have been created. See Figure 1-24.<br />

Figure 1-24 List of files associated with this build<br />

13.Click Finish. The new module has now been created.<br />

1.11 Creating a device driver module from source files<br />

In this section, we will create a module that will install a device driver. There are two ways of<br />

installing a device driver. Either you use a setup.exe file or a information file (INF).<br />

► A setup.exe file can install the base device driver along with any associated<br />

mini-applications.<br />

► An INF file is a text file that specifies the files that need to be present or downloaded for<br />

your driver to run and allows customization of the installation procedure.<br />

The following sections show how to install an audio driver using both of these methods.<br />

1.11.1 Install SoundMAX audio driver from a setup.exe file<br />

1. Open your <strong>ImageUltra</strong> <strong>Builder</strong> Repository and select the location where you wish to create<br />

your new device driver module.<br />

2. Select the Device Drivers tab.<br />

3. Right-click the space in the window, select Insert Device Driver. The New Module Wizard<br />

will now appear.<br />

4. Click Next to start creating a module. You will see a window similar to Figure 1-25 on<br />

page 33.<br />

32 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Figure 1-25 Create Module window<br />

Device Driver will be pre-selected.<br />

5. Click Next. You will see a window similar to Figure 1-26.<br />

Figure 1-26 Create Module window<br />

6. In the Name field, type SoundMAX Audio Driver. Do not choose to make this module a<br />

container.<br />

7. Click Next.<br />

8. You will now be asked if you would like to create a module, with the same settings as an<br />

existing module. Do not select an existing module here. Click Next.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 33


9. Click Finish to complete the New Module Wizard.<br />

You will now see the module Properties window on the General tab.<br />

Figure 1-27 SoundMAX Audio Driver: Device Driver<br />

10.In the Version field, enter 5.12.01.3535. To find the version of the device driver, open the<br />

INF file associated with your driver. See Figure 1-28.<br />

Figure 1-28 Device driver version information<br />

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Tip: When creating device driver modules it is highly recommend to enter the version of<br />

the driver being installed to help you keep track of different driver versions.<br />

11.In the Family field shown in Figure 1-27, select Audio.<br />

12.Go to the OS/Languages tab (Figure 1-29).<br />

Figure 1-29 SoundMAX Audio Driver: Device Driver window<br />

13.Under the Languages selection, click Check All. Under the Operating Systems selection,<br />

select Windows 2000, Windows 98, Windows Millennium, Windows XP Home and<br />

Windows XP Professional.<br />

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14.Go to the Source tab.<br />

Figure 1-30 SoundMAX Audio Driver: Device Driver window<br />

15.In the Source directory field, type c:\drivers\win\audio.<br />

16.In the silent command field, type setup.exe.<br />

17.In the Parameters field, type -s.<br />

18.Close the Properties window. When prompted, select Yes to save the module.<br />

You will see the module under the Device Driver tab on the main console.<br />

19.Right-click the module, select Build.<br />

20.When the build process is finished, you will see a window that lists the script files that have<br />

been created.<br />

Figure 1-31 Review your scripts window<br />

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21.Click Finish. The module has now been built.<br />

1.11.2 Install SoundMAX audio driver from an INF file<br />

1. Repeat steps 1 to 13 above.<br />

2. Go to the Source tab and type in the location of where the INF file is stored, for example<br />

C:\Drivers.<br />

Figure 1-32 Audio driver source file information<br />

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3. Click the Options tab and check the INF installable box.<br />

Figure 1-33 Check the INF installable box in the Options Tab<br />

4. Close the Properties window. When prompted, select Yes to save the module.<br />

You will see the module under the Device Driver tab on the main console.<br />

5. Right-click the module, select Build.<br />

6. When the build process is finished, you will see a window that lists the script files that have<br />

been created.<br />

You will see the module under the Device Driver tab on the main console.<br />

7. Right-click the module, select Build.<br />

8. Click Finish. The module has now been built.<br />

1.12 Create a filter/utility module<br />

Filters and utilities are usually DOS-based programs. Typically, they will be a .EXE or .BAT<br />

file. The process of creating either a filter or utility module is almost the same as for the other<br />

modules.<br />

1.12.1 Example of a filter<br />

In this example we will show how to use the <strong>IBM</strong> preload filter, <strong>IBM</strong> Hardware Platform<br />

Check, in an application module. In our example we will use this filter with the <strong>IBM</strong> Active<br />

Protection System application. This will check if the target system is a mobile system. If not,<br />

this application module will not be installed.<br />

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1. Open the application module.<br />

2. Click the Filters tab.<br />

3. Click the insert filter icon and select the <strong>ImageUltra</strong> 2.0 - <strong>IBM</strong> Hardware Platform Check<br />

(ismobile) module as below. See Figure 1-34<br />

4. Click OK and save the module.<br />

Figure 1-34 Add ISMOBILE filter to the Active Protection System module<br />

When would you need to use this filter? For example, an application such as <strong>IBM</strong>’s Active<br />

Protection System, which is dependant on mobile hardware, and will not function on a<br />

desktop system, you can use this filter.<br />

There are a few differences in the windows you will see:<br />

► Since they are DOS-based, there is no need to select a supported operating system.<br />

There is just an option to select a language.<br />

► On the Source tab, you only specify a source directory and an execution command with<br />

possible parameters.<br />

These files do not install, so there is no need to specify a target path.<br />

1.13 Creating an operating system add-on module<br />

In this section, we will create an operating system add-on module, for Windows 2000 Service<br />

Pack 4:<br />

1. Open the <strong>ImageUltra</strong> <strong>Builder</strong> console.<br />

2. Select the Operating Systems tab.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 39


Figure 1-35 IUB repository, operating systems tab<br />

3. Right-click the space in the window and select Insert OS. You will see a window similar to<br />

Figure 1-36 on page 40.<br />

Figure 1-36 Create new module wizard<br />

4. Click Next to create a module.<br />

40 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Figure 1-37 Create module wizard, module type selection<br />

5. In Figure 1-37, select Operating System as the type of module to create, then click Next.<br />

Figure 1-38 Create module wizard, enter name window<br />

6. In the Name field (Figure 1-38), type Windows 2000 Service Pack 4. Do not choose to<br />

make this module a container.<br />

Note: A container is a group of modules. It is used to make the organization of modules<br />

easier. An example of a container would be a main operating system module, together<br />

with all patches and hot fixes that apply to it.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 41


7. Click Next. You will see a window similar to Figure 1-39.<br />

Figure 1-39 Create module wizard, replicate settings window<br />

For our example, it is not necessary to select an existing module.<br />

8. Click Next. You will see a window similar to Figure 1-40.<br />

Figure 1-40 Create module wizard, operating system module type selection<br />

9. Select Add-on operating system module.<br />

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10.Click Next. You will see a window similar to Figure 1-41.<br />

Figure 1-41 Create module wizard, completion window<br />

11.Click Finish. You will see a window similar to Figure 1-42.<br />

Figure 1-42 Module properties, general tab<br />

12.In the Version field, type SP4.<br />

Note: You can assign a password to the module; this will prevent the module from being<br />

unpacked by any process other than an <strong>ImageUltra</strong> <strong>Builder</strong> process.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 43


13.Select the OS/Languages tab. You will see a window similar to Figure 1-43.<br />

Figure 1-43 Module properties, OS/Languages tab<br />

14.Under the Languages selection, click Check All. Under the Operating systems selection,<br />

select Windows 2000.<br />

Note: The <strong>ImageUltra</strong> <strong>Builder</strong> will check the operating systems and language during<br />

the deployment stage; if there is no match, the module will not be deployed.<br />

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15.Go to the Source tab. You will see a window similar to Figure 1-44.<br />

Figure 1-44 module properties, Source tab<br />

16.Click Browse next to the Source directory field, locate and select the c:\win2ksp4\i386<br />

directory.<br />

17.Click Browse next to the Silent install command, locate and select update.exe in the<br />

c:\win2ksp4\i386\update\ directory.<br />

18.In the Parameters field, type -q -n -z.<br />

The preinstall command runs before the Silent install command. An example of this would<br />

be a utility that creates a directory.<br />

The postinstall command runs after the Silent install command. An example of this would<br />

be a utility that deletes a shortcut.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 45


19.Go to the Options tab. You will see a window similar to Figure 1-45.<br />

Figure 1-45 module properties, Options tab<br />

20.Change the Install slot to 1. We want the Service Pack to install before any of the other<br />

modules.<br />

21.Close the Properties window. When prompted, select Yes to save the module.<br />

You will now see the new module under the Operating Systems tab on the main console<br />

(Figure 1-46).<br />

Figure 1-46 Module creation finished<br />

22.Right-click this new module, then select Build.<br />

You will now see a status bar, indicating the module building progress.<br />

23.When the building process is finished, a window will pop up listing the script files that have<br />

been created.<br />

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Figure 1-47 Scripts generated<br />

24.Click Finish. The module has now been created.<br />

Tip: Once this module has been tested, you will want to promote it to a “gold” state. When<br />

a module is in gold state, it is locked and no additional changes can be made. This<br />

prevents unwanted modification of modules you know have been verified for functionality.<br />

1.14 Creating a partitioning module<br />

A partitioning module is a special type of operating-system module that has the following<br />

purposes:<br />

► To delete one or more user partitions before installing an image<br />

► To create an additional data partition on the target computer beyond the C partition - see<br />

section below.<br />

► To preserve one or more pre-existing data partitions on a target computer<br />

► To disable the default partitioning behavior of the <strong>ImageUltra</strong> <strong>Builder</strong> program<br />

Important: Understand that the order in which these partitioning modules are installed is<br />

extremely important. You set the order in the Install Sequence tab of the base-map Map<br />

Settings window (see “Install Sequence tab” on page 78).<br />

By default, the <strong>ImageUltra</strong> <strong>Builder</strong> program automatically deletes all user partitions on the<br />

target computer as a starting point for installation. You can override the default behavior or<br />

make the behavior dependent on a menu selection through the use of partitioning<br />

modules.The <strong>ImageUltra</strong> <strong>Builder</strong> program provides three ready-to-use partitioning modules in<br />

the root node of the repository. With the help of an imaging cloning tool like Symantec<br />

DeployCenter, you can also generate your own partitioning modules using script files:<br />

► DrivePrep - Delete All Partitions: This partitioning module is designed to delete all user<br />

partitions on the target computer hard disk before the new image is installed.<br />

► DrivePrep - Delete C Partition Only: This partitioning module is designed to preserve<br />

pre-existing data partitions on a target computer and use the space previously used by the<br />

C partition for the new image.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 47


► DrivePrep - Delete No Partitions: This partitioning module disables all partitioning<br />

activity generated by the <strong>ImageUltra</strong> <strong>Builder</strong> program and is used only in special cases<br />

with a Portable-Sysprep Image or Hardware-Specific Image that contains all formatting<br />

and partitioning instructions.<br />

1.15 Creating a base operating system hardware specific<br />

module<br />

Base operating system modules can be created from hardware specific images (industry<br />

standard images from Symantec Norton Ghost or DeployCenter) or portable-sysprep images.<br />

1.15.1 Create and prepare the image file<br />

1. On a source computer, install the Windows operating system that you want on your target<br />

computers. You can use any file system that you want.<br />

2. Install any application programs that will be common across all of your target computers.<br />

3. Use either Symantec DeployCenter or Ghost software to create the image. For more<br />

information on how to use Symantec DeployCenter with <strong>ImageUltra</strong> <strong>Builder</strong> refer to<br />

Chapter 1.21, “<strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong> and Symantec DeployCenter together” on<br />

page 93.<br />

4. Store the image in its own folder. In the case of CD deployment, where you have to<br />

segment the image into CD-sized files, store all of the files in a single folder. Make sure the<br />

folder is in a location that is accessible by the <strong>ImageUltra</strong> <strong>Builder</strong> console.<br />

5. Store the image-cloning tool that you used to create the image (Symantec Ghost or<br />

Symantec DeployCenter) in the same folder as the image file.<br />

6. Store any batch files or script files that you may have created in the same folder as the<br />

image file.<br />

1.15.2 Add the donor image to the <strong>ImageUltra</strong> <strong>Builder</strong> repository<br />

Tip: Refer to the section titled Creating Hardware Specific Images in the <strong>ImageUltra</strong> help<br />

file. This section provides useful information on using Symantec Ghost and Symantec<br />

DeployCenter.<br />

Complete the following instructions to insert the module:<br />

1. Open <strong>ImageUltra</strong> <strong>Builder</strong>.<br />

2. Select the repository. The location that the modules are placed in is not critical. The<br />

modules can be moved around and reorganized within the same repository just like files in<br />

a folder in Windows Explorer.<br />

48 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


3. Click Insert. You will see a window similar to Figure 1-48.<br />

Figure 1-48 Insert Operating System<br />

4. Click Operating System.<br />

5. Click Next.<br />

6. Select Operating System.<br />

7. Click Next.<br />

8. Type a name for this Operating System. For example, type:<br />

Compaq Deskpro EN Windows 98se - Sales<br />

9. Click Next. You will see a window similar to Figure 1-49.<br />

Figure 1-49 OS module name<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 49


10.Click Next. You will see a window similar to Figure 1-50.<br />

Figure 1-50 OS module type window<br />

11.Select Base operating system module.<br />

12.Select Hardware Specific from the Image Type pull-down menu.<br />

13.Click Next.<br />

14.Click Finish.<br />

1.15.3 Setting the module attributes<br />

Complete the following instructions to edit the hardware-specific OS module:<br />

1. The Operating System module that was just created will open for editing. If it does not,<br />

double-click the operating system module located in the right window of the <strong>ImageUltra</strong><br />

<strong>Builder</strong> interface.<br />

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Figure 1-51 OS module general window<br />

2. From the General tab, provide a version number for the newly created module. If this is the<br />

first version of this particular module, use 1.0.0.<br />

3. In the Comments box, add text that details what this module is for. The operating system,<br />

hardware platform, business unit, language, date, who created the original image and who<br />

created the module for the image would all be useful information to include here.<br />

4. Click the OS/Language tab.<br />

Figure 1-52 OS/Language window<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 51


5. Select the languages and operating systems that this OS module supports. For our<br />

example, we selected English and Window 98.<br />

6. Click the Source tab. You will see a window similar to Figure 1-53.<br />

Figure 1-53 Source window<br />

7. Click Browse of the Source directory field and then select the legacy image file that will be<br />

deployed using this module.<br />

8. Click Browse of the Silent install command field.<br />

9. Select a batch file that has the execute command and switched required to install the<br />

legacy image.<br />

10.Click Save to save the changes that have been made.<br />

1.15.4 Build the module<br />

Note: Since this is a hardware specific module based on a legacy image, realistically<br />

this module can only support one language and one OS. <strong>ImageUltra</strong> <strong>Builder</strong> does not<br />

test the image that is used for the module. It is the responsibility of the individual<br />

creating the module to insure the source image file is functional and that the language<br />

and operating systems that are selected for the module are supported by the legacy<br />

image that was used.<br />

Tip: The asterisk after the module name in the title bar of the operating system module<br />

edit window indicates that the module has been modified and not saved yet.<br />

After all modifications to the module have been completed, the module must be built. The<br />

following steps show the procedure for building the OS module.<br />

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1. Select the OS module that is ready to be built. See Figure 1-54<br />

Figure 1-54 <strong>IBM</strong> <strong>ImageUltra</strong> <strong>Builder</strong> - [ThinkVantage: Repository] window<br />

2. Click the Build button on the menu bar (see Figure 1-54).<br />

3. A window into the source directory will open.<br />

4. Select the image file for this module and click Open. Make sure you do not have any<br />

additional image files in this folder.<br />

Figure 1-55 Build confirmation window<br />

5. Click OK.<br />

Figure 1-56 Build completion window<br />

6. Click OK.<br />

Now that the module is built, it can be deployed using one of the methods described in 1.20.4,<br />

“Deployment methods” on page 88.<br />

This same process will be repeated for each of the legacy images that your company will be<br />

deploying using <strong>ImageUltra</strong> <strong>Builder</strong>.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 53


Figure 1-57 Hardware Specific OS modules<br />

Note: Ensure that the server on which the <strong>ImageUltra</strong> <strong>Builder</strong> repository resides has<br />

sufficient space to contain all of the modules. The hardware specific OS modules will be<br />

slightly larger than the original legacy images that they were created from since they<br />

contain the legacy image.<br />

1.16 Create a base operating system Portable Sysprep Image<br />

In summary, the characteristics associated with a Portable-Sysprep Image method using<br />

<strong>ImageUltra</strong> <strong>Builder</strong> and Symantec DeployCenter are:<br />

► Semi-modular (supports the installation of separate application modules and driver<br />

modules to append the base OS image.<br />

► Setup is run once on a source computer<br />

► Sysprep cleans out user information and some hardware-specific information from the<br />

registry<br />

► Performs a limited hardware query at the target computer (Windows plug-n-play)<br />

► User information can be predefined<br />

The benefits of the <strong>ImageUltra</strong> <strong>Builder</strong> and Symantec DeployCenter method are:<br />

► Initial setup at the target computer is typically 10 minutes or less for a base OS image,<br />

plus the time it takes to install all application modules<br />

► Portability of applications and device drivers (such as video, audio, network, etc.)<br />

► Supports <strong>IBM</strong> and non-<strong>IBM</strong> computers<br />

► Base operating system module can include service packs and large core applications<br />

(such as office suites), which speeds installation time<br />

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There are five main steps to creating a base operating system module based on a<br />

portable-sysprep image:<br />

1. Make the <strong>IBM</strong> Customization Program accessible to the source computer<br />

2. Create the portable-sysprep image on a source computer and create the image files<br />

3. Add the portable-sysprep image to the <strong>ImageUltra</strong> <strong>Builder</strong> Repository<br />

4. Setting the module attributes<br />

5. Building the module from the image files<br />

1.16.1 Installing the <strong>IBM</strong> Customization Program<br />

Before you can create a portable-sysprep image, you must first make the <strong>IBM</strong> Customization<br />

Program (<strong>IBM</strong>CP.EXE) accessible to the source computer. The <strong>ImageUltra</strong> <strong>Builder</strong> program<br />

enables you to copy the <strong>IBM</strong> Customization Program on a diskette, shared drive, or any other<br />

media to which the <strong>ImageUltra</strong> console has direct-write access.<br />

1. Use Windows Explorer or My Computer to open the <strong>IBM</strong>CP folder in your repository.<br />

Tip: If you cannot remember the path to your repository, in the <strong>ImageUltra</strong> <strong>Builder</strong> Main<br />

window, click File and then click Open repository. The repository paths will be listed.<br />

You can use any repository.<br />

2. Copy the <strong>IBM</strong>CP.EXE program to a diskette or to a shared drive that the source computer<br />

can access during the development of the image. If you use a diskette, label the diskette<br />

<strong>ImageUltra</strong> <strong>IBM</strong> Customization Program.<br />

3. Do one of the following:<br />

a. Provide an <strong>ImageUltra</strong> <strong>IBM</strong> Customization Program diskette to any personnel<br />

responsible for creating portable-sysprep images<br />

b. Provide the path to the <strong>IBM</strong>CP.EXE program to any personnel responsible for creating<br />

portable-sysprep images.<br />

1.16.2 Create the portable-sysprep image on a source computer<br />

Before you begin, make sure you put the <strong>IBM</strong> Customization Program either on portable<br />

media that is compatible with the source computer or a shared drive that the source computer<br />

is able to access after the operating system and other programs have been installed. See<br />

1.16.1, “Installing the <strong>IBM</strong> Customization Program” on page 55” for more information.<br />

To create and prepare portable-sysprep image source files, do the following:<br />

1. On a source computer, use MS-DOS to format the hard disk as follows.<br />

Note: You must use an MS-DOS diskette for this step. Do not use Windows or PC-DOS<br />

to partition or format the hard disk. You can create an MS-DOS diskette from Windows<br />

98, but be sure to also copy the FORMAT.COM and FDISK.EXE programs on the<br />

diskette.<br />

Insert the MS-DOS diskette into the source computer diskette drive and restart the<br />

computer.<br />

2. Run FDISK.EXE and create a FAT32 primary partition. In most cases, you will want to use<br />

the entire hard disk except for the service partition.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 55


3. Leave the MS-DOS diskette in the drive and restart the computer.<br />

4. Format the primary partition using FORMAT C: /S<br />

5. Install the Windows operating system (Windows XP or Windows 2000) that you want on<br />

your target computers. Do not allow the Windows installation program to reformat the hard<br />

disk.<br />

6. Access and run the <strong>IBM</strong> Customization Program (<strong>IBM</strong>CP.EXE). This program might be on<br />

portable media or a shared drive.<br />

7. Sysprep preparation:<br />

For Windows 2000:<br />

– Obtain the Microsoft Sysprep program designed for your operating system.The<br />

Windows 2000 version of the Sysprep program is available from the Microsoft Web site<br />

at:<br />

http://www.microsoft.com/windows2000/downloads/tools/sysprep/license.asp<br />

– You will need the following files: SYSPREP.EXE and SETUPCL.EXE.<br />

– Copy the SYSPREP.EXE and SETUPCL.EXE files into the C:\SYSPREP folder.<br />

– If you are creating a Windows 2000 image, obtain the SHUTDOWN.EXE file from one of the<br />

following sources and copy it into the C:\<strong>IBM</strong>WORK folder:<br />

Windows NT® 4.0 Resource Kit Support Tools at:<br />

http://www.microsoft.com/ntserver/nts/downloads/recommended/ntkit/default.asp<br />

Windows 2000 Resource Kit at:<br />

http://www.microsoft.com/windows2000/techinfo/reskit/default.asp<br />

For Windows XP<br />

– Obtain the Microsoft Sysprep program designed for your operating system.The<br />

Windows XP version of the Sysprep program is available from the Microsoft Web site<br />

at:<br />

http://www.microsoft.com<br />

Or on the Windows XP CD in the \SUPPORT\TOOLS\DEPLOY.CAB file. You will need<br />

the following files: SYSPREP.EXE, SETUPCL.EXE, and FACTORY.EXE.<br />

– Copy the SYSPREP.EXE, SETUPCL.EXE, and FACTORY.EXE files into the C:\SYSPREP<br />

folder.<br />

8. The <strong>IBM</strong> Customization Program creates an empty TAG file for Windows 2000<br />

(C:\<strong>IBM</strong>WORK\WIN2000) and Windows XP Professional (C:\<strong>IBM</strong>WORK\XPPRO). If you<br />

are making a Windows XP Home image, rename C:\<strong>IBM</strong>WORK\XPPRO to<br />

C:\<strong>IBM</strong>WORK\XPHOME.<br />

9. If necessary, install any application that will be common across all of your target<br />

computers. If you have applications that you cannot make into a module, now may be a<br />

good time to install them. These application will then become part of your base operating<br />

system module.<br />

Note: This step is optional. You can include common applications as part of your<br />

operating-system module or you can build separate application modules and control<br />

them through your base map.<br />

10.Make any other modifications to the image that you feel are necessary for your custom<br />

installation.<br />

11.To automate Sysprep do the following:<br />

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– Edit the C:\<strong>IBM</strong>WORK\PRODKEYP.FM file to include your Windows Product ID key.<br />

You will need to edit all three lines;<br />

– You will also need to enter information into the USER SETTINGS of your Base Map.<br />

Please refer to “Create your base map” on page 66<br />

12.Use the following procedure to modify the BOOT.INI file so by default, the source computer<br />

will boot to DOS instead of Windows:<br />

a. From the Windows desktop, right-click My Computer and then click Properties.<br />

b. Click the Advanced tab.<br />

c. Click the Startup and Recovery button.<br />

d. In the Default Operating System field, use the drop-down menu to select either DOS or<br />

Microsoft Windows, whichever is present.<br />

Do not select Microsoft Windows 2000 Professional/fastdetect, Microsoft<br />

Windows XP Professional/fastdetect, or Microsoft Windows XP Home/fastdetect.<br />

e. Click OK.<br />

13.Run SYSPREP.EXE as follows:<br />

a. Windows 2000: Run C:\SYSPREP\SYSPREP -quiet<br />

b. Windows XP: Run C:\SYSPREP\SYSPREP.EXE -factory -quiet<br />

Important: For Windows XP, it is mandatory to run the -factory -quiet command.<br />

14.Use either Symantec Ghost or Symantec DeployCenter software to create the image files.<br />

If you intend to deploy the image using CDs, make sure you use the tools provided with<br />

Ghost and Symantec DeployCenter to segment the image into files that can fit on CDs.<br />

15.Store the image file in its own folder. In the case of CD deployment, where you have to<br />

segment the image into CD-sized files, store all of the files in a single folder. Make sure the<br />

folder is in a location that is accessible to the <strong>ImageUltra</strong> <strong>Builder</strong> console.<br />

16.Store the following files used to create the image (in our example we used Symantec<br />

DeployCenter) in the same folder as the image file.<br />

– PQIMGCTR.EXE, PQIMGCTR.OVL PQDPLCTR.RTC<br />

– Store any batch files or script files you may have created in the same folder as the<br />

image file.<br />

1.16.3 Add the donor image to the <strong>ImageUltra</strong> <strong>Builder</strong> Repository<br />

Complete the following instructions to insert the module:<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 57


1. Open <strong>ImageUltra</strong> <strong>Builder</strong>.<br />

2. Select the repository. The location that the modules are placed in is not critical. The<br />

modules can be moved around and reorganized within the same repository just like files in<br />

a folder in Windows Explorer.<br />

3. Click Insert. You will see a window similar to Figure 1-58.<br />

Figure 1-58 Insert Operating System<br />

Note: When creating your image be sure to:<br />

1. Store the image file, example T41WXP.PQI, in its own folder. Example:<br />

c:\Server\Images\T41WXP.PQI<br />

2. Store the following ImageCenter files in the in the same folder as the image file.<br />

– PQIMGCTR.EXE, PQIMGCTR.OVL, PQDPLCTR.RTC<br />

3. Store any batch files or script files you may have created in the same folder as the<br />

image file<br />

4. Make sure this folder is in a location that is accessible by the <strong>ImageUltra</strong> <strong>Builder</strong><br />

console.<br />

5. Any additional image files will be copied into this module.<br />

6. Make sure only the above files are stored in this folder.<br />

4. Click Operating System.<br />

5. Click Next.<br />

6. Select Operating System.<br />

7. Click Next.<br />

8. Type a name for this Operating System. For example, type:<br />

<strong>IBM</strong> T41 Windows XP Pro<br />

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9. Click Next. You will see a window similar to Figure 1-59.<br />

Figure 1-59 Portable Sysprep OS module<br />

10.Click Next. You will see a window similar to Figure 1-60.<br />

Figure 1-60 OS module type window<br />

11.Select Base operating system module.<br />

12.Select Portable Sysprep from the Image Type pull-down menu.<br />

13.Click Next.<br />

14.Click Finish.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 59


1.16.4 Setting the module attributes<br />

Complete the following instructions to set the portable sysprep OS module attributes.<br />

1. The Operating System module that was just created will open for editing. If it does not,<br />

double-click the operating system module located in the right window of the <strong>ImageUltra</strong><br />

<strong>Builder</strong> interface.<br />

Figure 1-61 OS module general window<br />

2. From the General tab, provide a version number for the newly created module. If this is the<br />

first version of this particular module, use 1.0.0.<br />

3. In the Comments box, add text that details what this module is for. The operating system,<br />

hardware platform, business unit, language, date, who created the original image and who<br />

created the module for the image would all be useful information to include here.<br />

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4. Click the OS/Language tab.<br />

Figure 1-62 OS/Language window<br />

5. Select the languages and operating systems that this OS module supports. For our<br />

example, we selected English and Window XP Professional<br />

6. Click the Source tab<br />

Figure 1-63 Enter source parameters<br />

7. Click Browse of the Source directory field and then select DeployCenter image file that<br />

will be deployed using this module.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 61


8. Click Browse add select the executable for your imaging tool. In this example we selected<br />

the Symantec DeployCenter executable.<br />

9. Enter the command and switches required to install this image.<br />

10.Click Save to save the changes that have been made.<br />

1.16.5 Build the module from the image files<br />

After all modifications to the module have been completed, the module must be built. The<br />

following steps show the procedure for building the OS module.<br />

1. Select the OS module that is ready to be built.<br />

Figure 1-64 Select the operating system module you wish to build<br />

2. Click Build from the toolbar.<br />

3. A window will open pointing to your source directory.<br />

4. Select the image file for this module and click Open (see Figure 1-65).<br />

Figure 1-65 image file selection window<br />

5. Click OK.<br />

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Now that the module is built, it can be deployed using one of the methods described in 1.20.4,<br />

“Deployment methods” on page 88.<br />

1.17 Customize an Ultra-Portable operating system module<br />

Ultra-portable modules are only available by importing them from an existing <strong>IBM</strong> Preload.<br />

There are several ways to import an Ultra-Portable module. Please refer to “Import <strong>IBM</strong><br />

Preload modules into your repository” on page 22, for methods of importing modules into an<br />

<strong>ImageUltra</strong> Repository<br />

Ultra-portable images are the most flexible for adapting to various hardware and software<br />

environments. Since ultra-portable images are only available through the use of existing<br />

operating system modules, customizations using additional <strong>ImageUltra</strong> <strong>Builder</strong> modules may<br />

be required. This section will illustrate the requirements for changing these files using<br />

additional modules to customize an image.<br />

This example outlines the customization of the UNATTEND.TXT file.<br />

Things you will need are:<br />

► UNATTEND.TXT - Extract a copy from an existing <strong>IBM</strong> image. The files are located in the<br />

c:\i386 directory.<br />

► A working base map - Modify an existing base map to include this enhancement.<br />

Note: Refer to 1.13, “Creating an operating system add-on module” on page 39 for details<br />

on creating this type of module.<br />

Perform the following steps:<br />

1. Create the C:\UNATTEND directory.<br />

2. Copy your customized UNATTEND.TXT into that directory.<br />

The UNATTEND.TXT below has the information which disables games and components<br />

not required.<br />

3. Create an operating system add-on module with the following attributes:<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 63


– Under the General tab in the Name field, type UNATTEND.TXT modification (see<br />

Figure 1-66).<br />

Figure 1-66 General Settings for UNATTEND.TXT modification<br />

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Figure 1-67 Source tab window<br />

– In Figure 1-67 under the Source tab in the Source directory field, type c:\unattend.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 65


Figure 1-68 Identify File Destination<br />

– In Figure 1-68 under the Target partition field, select C:.<br />

– In the Path to copy installable files, type i386.<br />

4. Select the appropriate languages and operating system. In this example, this means all<br />

languages and Windows 2000.<br />

5. Build the module.<br />

6. Add it to your base map. It should look like Figure 1-69 when complete.<br />

Figure 1-69 Adding the new module to a base map.<br />

1.18 Create your base map<br />

Base maps control which operating systems, applications, and utilities are deployed as part of<br />

a Smart Image as well as the menu system seen at the target computer during installation.<br />

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The tree structure of a base map varies depending on the type of image or images contained<br />

in the map and the specific needs of your organization. In any case, you must create a map<br />

entry in the repository before you construct the map tree structure.<br />

Driver maps control which device drivers and hardware-specific applications are deployed as<br />

part of a Smart Image. Driver maps can be simple (specific to one machine type) or complex<br />

(designed for many machine types), depending on the needs of your organization.<br />

In this example below we created an <strong>ImageUltra</strong> <strong>Builder</strong> Smart Image for Company TVT. It<br />

includes a base map and a driver map. The base map includes the two portable-sysprep<br />

donor images.The driver map supports multiple hardware platforms, in our example we<br />

created driver maps for ThinkCentre and ThinkPad.<br />

In this section, we will create a base map. Complete the following instructions:<br />

1. Go to the Base Maps tab (Figure 1-70).<br />

Figure 1-70 ThinkVantage: Repository<br />

2. Right-click in the window on the right and select Insert →Base Map. You will see a<br />

window similar to Figure 1-71.<br />

Figure 1-71 New Map Wizard window<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 67


3. Click Next to proceed to the Create Map window (Figure 1-72).<br />

Figure 1-72 Create Map window<br />

4. Select Base Map and click Next.<br />

5. In the Name field, type TVT Map.<br />

Figure 1-73 Create Map window<br />

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6. Click Next. You will see a window similar to Figure 1-74.<br />

Figure 1-74 Create Map window<br />

7. It is not necessary to copy an existing map for our example, therefore, click Next.<br />

8. You will see a window similar to Figure 1-75.<br />

Figure 1-75 Create Map window<br />

Network synchronization: The network-sync feature enables target computers to search<br />

for updated maps in the server repository. If a base map has been modified, with the<br />

addition on a new service pack module for example, the news modules will be injected into<br />

the service partition of the target computer.<br />

We do not want to enable synchronization for this example.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 69


9. Click Next. You will see a window similar to Figure 1-76.<br />

Figure 1-76 Create Map window<br />

To control the module behavior after deployment, you can select one of the following:<br />

– Delete none: If after installation you want the service partition of the target computer to<br />

contain the complete Smart Image, click the Delete none radio button.<br />

– Delete unused: If after installation you want service partition of the target computer to<br />

contain only the maps and modules required to recreate the installed image, click the<br />

Delete unused radio button.<br />

– Delete all: If after installation you do not want any maps or modules in the service<br />

partition of the target computer, click the Delete all radio button.<br />

For our example, we select Delete none.<br />

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10.Click Next. You will see a window similar to Figure 1-77.<br />

Figure 1-77 Create Map window<br />

11.Click Finish. You will now see the map under the Base Maps tab (Figure 1-78).<br />

Figure 1-78 ThinkVantage: Repository window<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 71


12.Next, we will insert a menu item into the created map. Right-click in the window pane on<br />

the right. See Figure 1-79.<br />

Figure 1-79 TVT Map: Base Map window<br />

13.Select Insert →Menu item. You will see a window similar to Figure 1-80.<br />

Figure 1-80 TVT Map: Base Map window<br />

14.Type English in the box to name the menu item.<br />

15.Next, select English in the left window and right-click in the window on the right, then<br />

select Insert →Menu Item.<br />

16.Type Windows 2000 in the box to name the Menu Item.<br />

17.Repeat Step 15 to add another Menu Item under the English item.<br />

We will name this item: Windows XP.<br />

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Figure 1-81 TVT Map: Base Map window<br />

18.Select Windows 2000 on the left and right-click in the window on the right, then select<br />

Insert →Operating System.<br />

The Add Operating System window will appear (Figure 1-82).<br />

Figure 1-82 Add Operating Systems window<br />

19.Select Operating System container (Ultra Portable WIN2000) from the list and click<br />

OK.<br />

Note: Our example repository contains both modules that have been imported from an<br />

<strong>IBM</strong> Recovery CD and the ones we created in 1.13, “Creating an operating system<br />

add-on module” on page 39.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 73


20.Repeat Step 18 to insert another operating system module.<br />

Figure 1-83 Add Operating Systems window<br />

21.Select Windows 2000 Service Pack 4 from the list and click OK.<br />

22.Select Windows 2000 on the left and right-click in the window on the right, then select<br />

Insert →Application.<br />

The Add Applications window will appear.<br />

Figure 1-84 Add Application window<br />

23.Select WinRAR from the list and click OK.<br />

24.Select Windows 2000 on the left and right-click in the window on the right, select<br />

Insert →Device Driver.<br />

The Add Device Drivers window appears.<br />

74 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Figure 1-85 Add Device Drivers window<br />

25.Select SoundMAX Audio Driver from the list and click OK. You will see a window similar<br />

to Figure 1-86.<br />

Figure 1-86 TVT Map: Base Map window<br />

1.18.1 Base map settings<br />

In the Map settings window for a base map, you will see eight tabs (see Figure 1-87).<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 75


Figure 1-87 Map settings window<br />

General tab<br />

The General tab lets you view the name and add comments about the map. You can also<br />

assign keywords, which are used in conjunction with deployment media (<strong>ImageUltra</strong> <strong>Builder</strong><br />

deployment CDs or diskettes) to minimize the number of maps that can be selected during<br />

the deployment phase.<br />

When the diskette or CD is started in a target computer, only those maps with matching<br />

keywords can be selected.<br />

User Information tab<br />

The User Information tab enables you to work with end-user settings that are required<br />

during the installation process.<br />

These are typically the settings that you are prompted for during Windows setup or Sysprep<br />

mini-setup. They include:<br />

► Administrator password<br />

► Computer name<br />

► DHCP configuration<br />

► User’s full name<br />

► Gateway<br />

► IP address<br />

► Workgroup<br />

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► Organization name<br />

► Subnet mask<br />

Important: If you wish to automate your portable-sysprep installation, you must enter a<br />

value by default. Make sure you do not select the option to prompt the user.<br />

► Administrator password<br />

► Computer Name<br />

► Full Name<br />

► Workgroup<br />

You can use the User Information tab to predefine default values, create custom prompts for<br />

the installer, or both. All defined user information is then presented to the installer near the<br />

beginning of the installation process, thereby minimizing the amount of time that an installer<br />

needs to be present during the installation process.<br />

You can use this tab for base maps for ultra-portable and portable-sysprep images.<br />

Hardware-specific images do not have the capability of using the information on this tab and<br />

will ignore any user information defined on this tab.<br />

Figure 1-88 User Information<br />

Before/After Menu Options tab<br />

The Before/After Menu Options tab enables you to execute one or more utilities before or<br />

after the installation process at the target computer.<br />

<strong>Using</strong> the Before/After Menu Options tab is optional. However, it may be helpful for certain<br />

tasks. For example, you may want to run FDISK to format and re-partition the target computer<br />

before making selections from the installation menus.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 77


Figure 1-89 Before/ After menu options<br />

Install Sequence tab<br />

The Install Sequence tab enables you to define the order in which modules within the same<br />

install slot are installed.<br />

Changing the order of module installation is optional. Usually, there is no need to change the<br />

module-installation order unless one or more of the following conditions exist:<br />

► One or more modules have dependencies on other modules being installed first<br />

► The image is not installing correctly<br />

► You are installing a base-partition module<br />

► You have modules that are colliding<br />

Image Cleanup tab<br />

The Image Cleanup tab determines which files will be stored in the service partition of the<br />

target computer after the image has been installed. The choices are as follows:<br />

► Delete none: If after installation you want the service partition of the target computer to<br />

contain the complete Smart Image.<br />

► Delete unused: If after installation you want service partition of the target computer to<br />

contain only the maps and modules required to recreate the installed image.<br />

► Delete all: If after installation you do not want any maps or modules in the service partition<br />

of the target computer.<br />

78 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Figure 1-90 Image Cleanup settings<br />

Network Options tab<br />

The Network Options tab is used to specify network-sync enablement and the method of<br />

installation. The following is a listing of the fields on the Network Options tab:<br />

► Use Network Sync: This check box enables you to update maps on target computers that<br />

have gone through deployment, but have not gone through the installation process. If you<br />

want the target computer to perform a network-sync operation (check for updated maps<br />

and modules over a network before installation) select the Use Network Sync check box.<br />

► Direct-network install: This area enables you to choose how you want the Smart Image<br />

to be installed.<br />

Important: You will need DHCP services running on your repository server to use this<br />

method.<br />

► The following describes the available selections:<br />

– Yes: Click this radio button to configure the map for a direct-network installation. A<br />

direct-network installation deploys and installs the image directly over the network. The<br />

target computer requires a network connection throughout the entire process.<br />

– No: Click this radio button to configure the map for a standard deployment with local<br />

installation. This option deploys the Smart Image to the service partition of the target<br />

computer either over the network or from an <strong>ImageUltra</strong> <strong>Builder</strong> distribution CD and the<br />

installation takes place locally without any dependencies on a network connection.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 79


– Prompt the user when the image is deployed: Click this radio button to prompt the<br />

person at the target computer to select the method of deployment and installation as<br />

soon as the map has been selected.<br />

Figure 1-91 Network Options<br />

Menu Appearance tab<br />

The Menu Appearance tab provides various choices that enable you to customize the<br />

appearance of the menus that are seen on the target computer during the installation<br />

process.<br />

► Color settings: This field enables you to customize the color of certain menu components<br />

seen during the installation process. The Item drop-down box enables you to select<br />

different aspects of the menu while the Color drop-down menu enables you to select which<br />

color you prefer.<br />

► Layout settings: This field enables you to customize how menu information is presented<br />

during the installation process.<br />

► Keyboard settings: This field enables you to customize some keyboard functions during<br />

the installation process. You can select following options:<br />

– Previous menu key: Use the drop-down menu in this field to program which key<br />

enables the person performing the installation to navigate from the current menu entry<br />

to the previous menu entry.<br />

– Exit menu key: Use the drop-down menu in this field to program which key enables<br />

the person performing the installation to exit the menu selection process.<br />

– System menu keyword: If your map has a menu item that is set as a system menu,<br />

then text entered in this field will automatically take you to the hidden menu item. For<br />

80 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


example, if you type the word system_menu in this field, the word system_menu can<br />

be typed during the installation process. Then, the system_menu opens.<br />

– Enable Ctrl-Alt-Del: Select this check box to enable the person performing the<br />

installation to use Ctrl-Alt-Del during the menu selection process.<br />

Partition tab<br />

The Partition tab enables you to define a custom size for the service partition. A custom<br />

service-partition size enables you to leave room for other products that share the service<br />

partition, such as the Rescue and Recovery program. By making allowances for extra space,<br />

you can substantially reduce the installation time normally required by these programs to<br />

resize existing partitions.<br />

Figure 1-92 Base map partition settings<br />

1.19 Create a driver map<br />

There are some fundamental differences between base maps and driver maps. Unlike for<br />

base maps, the only components that are added to a driver map are menu items and device<br />

driver modules. Menu items in driver maps have no effect on the menus displayed at the<br />

target computer. The only purposes for menu items in a driver map are:<br />

► To provide the developer with a mechanism for annotation<br />

► To assign filters to one or more device driver modules<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 81


It is not always necessary to include a driver map as part of a deployable Smart Image. If you<br />

deploy an ultra-portable image or a portable-sysprep image to an <strong>IBM</strong> HIIT enabled target<br />

computer, you have the choice of:<br />

► <strong>Using</strong> a driver map and managing all of the device driver modules required for the target<br />

computer.<br />

► Not using a driver map and relying on the <strong>IBM</strong> provided device driver modules in the<br />

service partition or HPA of the target computer.<br />

If you deploy a hardware-specific image to a target computer, any driver map deployed as<br />

part of that Smart Image will be ignored during the installation. The target computer requires<br />

all device drivers to be included in the hardware-specific image.<br />

Tip: It may be a good idea to work with two driver maps in your Repository. One driver map<br />

for production and one for testing.<br />

1.19.1 Driver Map settings<br />

You can view or modify the settings associated with a map by doing the following:<br />

1. Open the map from the Repository window<br />

2. Right-click anywhere in the right pane and select Settings. The settings dialog differs<br />

depending on whether the map is a base map or driver map.<br />

In the Map settings window for a driver map, you will see only two tabs:<br />

Figure 1-93 Driver Map settings window<br />

► The General tab is the same as for the base map.<br />

► The Network Options tab has one setting that is different from the Base Map settings:<br />

82 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Use driver map filter processing: Driver-map filter processing determines which<br />

device-driver modules get deployed to the target computer. When Driver-map filter<br />

processing is enabled (a check in the check box), only those device-driver modules that<br />

match the filter requirements are deployed as part of the Smart Image. When Driver-map<br />

filter processing is disabled (the check box is empty), all device-driver modules defined in<br />

the driver map are deployed as part of the Smart Image.<br />

It may be a good idea when constructing Driver Maps to have one map for testing and one for<br />

production.<br />

For conceptual information about constructing the driver-map tree structure, see <strong>ImageUltra</strong><br />

<strong>Builder</strong> Version 2.0 User Guide.<br />

1.20 Deploying images using <strong>ImageUltra</strong> <strong>Builder</strong><br />

Corporations can have multiple methods and requirements for deploying images. Scenarios<br />

may include network deployment, CD media or an integration center such as the <strong>IBM</strong> Imaging<br />

Technology Center. Only one method may be required, all methods or a combination of<br />

several. It can be extremely labor intensive to try to maintain, update and deploy these<br />

images every time a change is required. <strong>ImageUltra</strong> <strong>Builder</strong> can help simplify and streamline<br />

this process.<br />

The Deploy selection within <strong>ImageUltra</strong> <strong>Builder</strong> opens the Deploy Wizard. The Deploy Wizard<br />

prompts you through the steps required to create a Network Deployment Diskette, or<br />

stand-alone Distribution CDs. The deployment diskette establishes a connection to the<br />

repository, provide an interface for selecting the desired maps, and deploy the appropriate<br />

maps and modules to the appropriate staging area (service partition, HPA, or network-staging<br />

folder). The stand-alone Distribution CDs contain all of the required maps and modules to<br />

deploy them to the target computer without using a network. A repository window must be<br />

open before this selection can be made.<br />

1.20.1 Creating an <strong>ImageUltra</strong> <strong>Builder</strong> boot diskette<br />

To create a standard <strong>ImageUltra</strong> <strong>Builder</strong> network boot floppy for network or CD distribution:<br />

1. Open the repository from where you will deploy.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 83


2. Click the Deploy button or click Tools →Deploy. You will see a window similar to<br />

Figure 1-94.<br />

Figure 1-94 <strong>ImageUltra</strong> Deploy Wizard Main window<br />

3. Select your deployment method, network or from CD and click Next.<br />

4. Select Yes I want to create my “<strong>ImageUltra</strong> deployment diskette” now and click Next.<br />

All data on the disk will be overwritten in the next step.<br />

5. Click the Create Diskette button to make the boot floppy.<br />

84 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


6. The date will be written to the diskette, select Yes or No to create additional copies and<br />

click Next. You will see a window similar to Figure 1-95.<br />

Figure 1-95 Deploy Network Settings window<br />

Depending on whether you chose to deploy via the network or CD, follow these steps:<br />

Via the network:<br />

1. In the appropriate fields, enter your specific information, if applicable.<br />

– Location of the repository<br />

– Connect As:<br />

User name<br />

Password (if required)<br />

– TCP/IP address of the Server<br />

– Locale<br />

– Language and keyboard layout<br />

– Keywords (allows only those maps with matching keywords to be selected from the<br />

repository)<br />

2. Click the Read button to review the current settings on the floppy disk, Click the Write<br />

button if you edited the settings.<br />

3. Click Next and Finish.<br />

Via CD distribution:<br />

1. Select the base map and driver map you wish to deploy and click Next.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 85


Figure 1-96 Deploy CD Map Locations<br />

2. Specify a directory to copy the CD layout files to and click Next. The subdirectories will be<br />

named in sequence CD1, CD2, CD3, etc. You will then copy the corresponding contents of<br />

the subdirectories to your CDs using your CD creation software.<br />

3. Select a CD size and click Create Image.<br />

4. Click OK at the CDs were created successfully window and click Next.<br />

Important: Do not click the Back Button at this point or you will have to complete the<br />

Create Image step again.<br />

5. View the location of the Smart Image and click Next.<br />

6. Click Finish to exit.<br />

1.20.2 Creating a bootable Network Deployment CD from a diskette<br />

To speed up booting to the server, you could create a network boot CD instead of using your<br />

floppy disk:<br />

► Create a Network Deployment Diskette as in 1.20.1, “Creating an <strong>ImageUltra</strong> <strong>Builder</strong> boot<br />

diskette” on page 83.<br />

► Use the CDRW software of your choice to create a bootable CD.<br />

► Copy all the files from the diskette to the CD.<br />

1.20.3 Creating a custom network boot diskette<br />

In this section, we will create a network boot diskette without using the <strong>ImageUltra</strong> process.<br />

86 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Adding new DOS network drivers to the deployment diskette<br />

Create an <strong>ImageUltra</strong> <strong>Builder</strong> network driver package (.PCI file) as follows:<br />

1. Download the DOS driver files for the new network card. These files usually have a .DOS<br />

file extension (only NDIS drivers are supported).<br />

2. Create a PROTOCOL.INI file that will correctly load the driver and the TCP/IP protocol.<br />

3. Create a PCI.TXT file that lists all of the PCI vendor and device IDs for the network cards<br />

for which this driver applies.<br />

4. Create an INSTALL.BAT file to copy all of the necessary driver files into the<br />

%NETROOT%\CLIENT folder.<br />

5. Create a LOADNIC.BAT file to load whatever device drivers are required to load the<br />

network driver.<br />

Note: You probably will need to use the DYNALOAD command in the LOADNIC.BAT file.<br />

Most DOS drivers are loaded through the CONFIG.SYS file. DYNALOAD allows the driver<br />

to load later in the boot process as required by the <strong>ImageUltra</strong> <strong>Builder</strong> program. If the<br />

DYNALOAD command fails to load the .DOS driver, you will have to create your own<br />

deployment diskette.<br />

6. Create a REMOVE.BAT file to delete the driver files from the %NETROOT%\CLIENT<br />

directory.<br />

7. Compress all of the file into a ZIP file; then change the .ZIP extension to .PCI.<br />

8. Create the Network Deployment Diskette image from the <strong>ImageUltra</strong> <strong>Builder</strong> interface as<br />

usual (see the <strong>ImageUltra</strong> Help system for details).<br />

9. Copy your new .PCI file into the \<strong>IBM</strong>NET\DRIVERS folder of the diskette. If there is not<br />

enough room on the diskette to accommodate the new .PCI file, delete one of the old .PCI<br />

files that you do not use from the diskette.<br />

When you boot the updated Network Deployment Diskette, it will process all of the .PCI<br />

files in the \<strong>IBM</strong>NET\DRIVERS folder and detect the correct network card.<br />

Creating your own Network Deployment Diskette<br />

If you have a DOS boot diskette that already connects to the network for your environment,<br />

you can use this diskette to deploy images instead of using the Network Deployment Diskette<br />

created through the <strong>ImageUltra</strong> <strong>Builder</strong> program.<br />

However, there are a few requirements that your diskette must meet before you can use it:<br />

► Your diskette must create a RAM Drive with at least 10 MB of free space<br />

► The Repository Tools folder must be included in the path<br />

► The initial environment must be set to a minimum of 1024 bytes and the following<br />

environment variables must be set:<br />

– RAMD=R: {the drive letter of the RAM drive}<br />

– IUDRIVE=X: {the drive letter of the Repository drive}<br />

– IUREPOS=Data\Files\Repos: {the directory of the Repository path}<br />

Once your DOS diskette meets these requirements, boot your DOS diskette and connect to<br />

the Repository. Then, run DEPLOY.BAT to begin the <strong>ImageUltra</strong> deployment process.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 87


1.20.4 Deployment methods<br />

In this section, we exercise the deployment methods.<br />

Tip: <strong>IBM</strong> Imaging Technology Center (IITC) can preload your workstations with your<br />

custom <strong>ImageUltra</strong> <strong>Builder</strong> configuration. This can enable immediate installation of a<br />

workstation without requirements for media or network connections. For more information<br />

on the IITC please refer to their web site.<br />

http://www.pc.ibm.com/cbcc/cbccweb.nsf/Home<br />

CD distribution<br />

Direct deployment from Distribution CDs involves copying all modules defined in the selected<br />

base map and driver map to a set of CD-R or CD-RW discs. The first disc of the set is<br />

bootable. When started in the target computer, the CD copies the modules from the CDs to<br />

the service partition of the target computer and prepares the target computer for the<br />

installation process. If a service partition does not exist at the start of the deployment<br />

process, one is created.<br />

Use the <strong>ImageUltra</strong> <strong>Builder</strong> Deploy Wizard to create a set of stand-alone Distribution CDs.<br />

Based on your responses, the Deploy Wizard prompts you through the steps required to<br />

create the CDs.<br />

Typical steps include the following:<br />

► Creating a Network Deployment Diskette<br />

► Selecting the base map and driver map to be used<br />

► Selecting the location where the CD files are to be stored<br />

After all required questions have been answered, the Deploy Wizard creates individual folders<br />

for each CD in the location specified. You can then use the CD-RW software of choice to<br />

create the CDs. Because CD 1 must be bootable, and uses specific files from the Network<br />

Deployment Diskette, make sure you follow the instructions provided by the Deploy Wizard<br />

and the <strong>ImageUltra</strong> <strong>Builder</strong> help system for creating CDs for CD deployment.<br />

Figure 1-97 shows the deployment process using an <strong>ImageUltra</strong> <strong>Builder</strong> Distribution CD and<br />

a local installation process, which uses a service partition as a staging area.<br />

88 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Modules<br />

Maps<br />

Repository<br />

1<br />

Figure 1-97 CD deployment<br />

Deployment Installation<br />

2<br />

3<br />

Copy<br />

Create<br />

distribution Start target<br />

CD computer with<br />

distribution CD<br />

Smart image<br />

on staging area<br />

(service partition)<br />

Base Map<br />

Driver Map<br />

Modules<br />

Unused<br />

Make menu<br />

selections to<br />

define the<br />

image to be<br />

installed<br />

Base Map<br />

Driver Map<br />

Modules<br />

Unpacked<br />

Modules<br />

C Partition<br />

Base Map<br />

Driver Map<br />

Modules<br />

OS<br />

Apps<br />

Drivers<br />

Unpack<br />

Smart image<br />

on dervice<br />

partition<br />

Final image<br />

on C partition<br />

1. The first step in CD deployment is the creation of a set of <strong>ImageUltra</strong> <strong>Builder</strong> Distribution<br />

CDs, which is described above (for more information, see the <strong>ImageUltra</strong> <strong>Builder</strong> help<br />

system).<br />

The person controlling the deployment starts the process by booting the target computer<br />

with an <strong>ImageUltra</strong> <strong>Builder</strong> Distribution CD.<br />

2. The maps and modules contained on the set of CDs are copied to the service partition,<br />

which acts as the staging area for the complete Smart Image.<br />

Note: At this point, a message is displayed stating that the deployment phase is<br />

complete. The person controlling the deployment can either shut down the computer at<br />

this point and ship it to another location, or continue with the installation phase.<br />

3. The person controlling the installation process starts the installation phase by making<br />

selections from the installation menus to define the image to be installed.<br />

4. The modules required for the defined image are unpacked from the service partition onto<br />

the C partition.<br />

5. The setup process begins. When the installation phase is over, the C partition contains the<br />

new image and the service partition contains the Smart Image, which can be used for<br />

client-side recovery.<br />

Note: An optional cleanup step can be defined in the base map Map Settings window to<br />

minimize the size of the service partition and keep only those files required for the installed<br />

image, or eliminate the service partition.<br />

4<br />

Setup<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 89<br />

6<br />

5


Network deployment<br />

This method uses a bootable, DOS-based diskette or CD to establish a network connection<br />

between the target computer and the <strong>ImageUltra</strong> <strong>Builder</strong> module repository. Once the<br />

connection is established, you select which base map and driver map to use. Depending on<br />

your base-map settings, one of the following occurs:<br />

► If you specified a direct network installation, a temporary network-staging folder is<br />

created on the network specifically for the target computer. The maps are copied to this<br />

folder and all modules that control the installation procedure are unpacked to this folder.<br />

When the installation process begins, the hard disk is prepared and all modules required<br />

for the image content are obtained from the repository and unpacked dynamically as they<br />

are needed. A direct-network installation requires a network connection throughout the<br />

deployment and installation process.<br />

► If you specified a network deployment with local installation, all of the modules defined<br />

in the map are downloaded to the service partition of the target computer, and the target<br />

computer is prepared for the installation process. If a service partition does not exist at the<br />

start of the deployment process, one is created (for more information about service<br />

partitions, see the <strong>ImageUltra</strong> <strong>Builder</strong> Version 2.0 User Guide).<br />

For direct network deployment (network deployment with local installation), you use the<br />

<strong>ImageUltra</strong> <strong>Builder</strong> Deploy Wizard to create either an <strong>ImageUltra</strong> <strong>Builder</strong> Network<br />

Deployment Diskette or an <strong>ImageUltra</strong> <strong>Builder</strong> Network Deployment CD. Based on your<br />

responses, the Deploy Wizard prompts you through the steps required to create the<br />

diskette or CD.<br />

Note: Providing user name and password information on the deployment media (diskette<br />

or CD) is optional. If you do not provide a user name and password when you create the<br />

deployment media, the person controlling the deployment process will be prompted for this<br />

information (if it is required to access the network) when the deployment media is started<br />

on the target computer. If you do provide a user name and password when you create the<br />

deployment media, it is stored in a flat text format on the deployment media, not in a secure<br />

format.<br />

If you choose to make a CD, create the diskette first, and then use the CD-RW software of<br />

your choice to create the CD from the diskette. Because this CD is bootable, make sure you<br />

follow the instructions in the Deploy Wizard or <strong>ImageUltra</strong> <strong>Builder</strong> help system for creating a<br />

Network Deployment CD. Depending on the type of removable-media drive available at the<br />

target computer, use either the diskette or CD to establish a network connection between the<br />

target computer and the <strong>ImageUltra</strong> module repository. After the connection is established,<br />

select which base map and driver map to use. All of the modules defined in the map are<br />

downloaded to the service partition or HPA of the target computer, and the target computer is<br />

prepared for the installation process. If a service partition or HPA does not exist at the start of<br />

the deployment process, one is created.<br />

The following illustration shows a direct-network installation, which uses a network-staging<br />

folder as a staging area.<br />

90 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Modules<br />

Maps<br />

Repository<br />

Select<br />

base map<br />

and driver map<br />

Figure 1-98 Direct network installation<br />

Unused<br />

Staging area<br />

(Network-staging<br />

folder)<br />

Copy (optional)<br />

Unpack<br />

1<br />

2<br />

Base Map<br />

3<br />

Unpack Driver Map<br />

Unpack<br />

required<br />

modules<br />

Modules<br />

Make menu<br />

selections to<br />

define the<br />

image to be<br />

installed<br />

Setup<br />

4<br />

Base Map<br />

Driver Map<br />

Modules<br />

OS<br />

Apps<br />

Drivers<br />

(Optional)<br />

Smart image<br />

or copy of<br />

installed<br />

image<br />

Final image<br />

on C partition<br />

Complete the following steps:<br />

1. The person controlling the direct-network installation starts the process by booting the<br />

target computer with an <strong>ImageUltra</strong> <strong>Builder</strong> Deployment CD or <strong>ImageUltra</strong> <strong>Builder</strong><br />

Deployment diskette, and then selects the required maps from the repository.<br />

2. A network-staging folder is created specifically for the target computer. The selected maps<br />

and a limited number of modules (only those required to control the installation process)<br />

are copied to the network-staging folder, which acts as a staging area for the installation<br />

process.<br />

3. The person controlling the direct-network installation makes selections from the<br />

installation menus to define the image to be installed.<br />

4. The modules required for the defined image are obtained directly from the repository and<br />

copied over the network to target computer C partition and the setup process begins.<br />

5. When setup is complete, the C partition contains the new image.<br />

Note: Optionally, if a developer of the image specified that a service partition is to be<br />

created for client-side recovery purposes, the maps and modules are also copied to a<br />

service partition.<br />

Network deployment process with local installation<br />

The following illustration shows the standard network deployment process with local<br />

installation. Notice that the service partition is used as the staging area for all maps and<br />

modules required for the Smart Image.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 91


Modules<br />

Maps<br />

Repository<br />

Figure 1-99 Standard network deployment<br />

1. The person controlling the deployment starts the process by booting the target computer<br />

with an <strong>ImageUltra</strong> <strong>Builder</strong> Deployment CD or <strong>ImageUltra</strong> <strong>Builder</strong> Deployment Diskette,<br />

and then selecting the required maps from the repository.<br />

2. The selected maps and all modules defined within the maps are obtained from the<br />

repository and copied over the network to the service partition, which acts as the staging<br />

area for the complete Smart Image.<br />

Note: At this point, a message is displayed stating that the deployment phase is<br />

complete. The person controlling the deployment can either shut down the computer at<br />

this point and ship it to another location, or continue with the installation phase.<br />

3. The person controlling the installation process starts the installation phase by making<br />

selections from the installation menus to define the image to be installed.<br />

4. The modules required for the defined image are unpacked from the service partition onto<br />

the C partition.<br />

5. The setup process begins. When the installation phase is over, the C partition contains the<br />

new image and the service partition contains the Smart Image, which can be used for<br />

client-side recovery.<br />

Note: An optional cleanup step can be defined in the base map Map Settings window to<br />

minimize the size of the service partition and keep only those files required for the installed<br />

image, or eliminate the service partition.<br />

The advantages of CD deployment are speed and the flexibility of not having to be dependent<br />

on a network connection.<br />

92 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

Deployment Installation<br />

1<br />

Select<br />

base map<br />

and driver map<br />

2<br />

Copy<br />

Smart image<br />

on staging area<br />

(service partition)<br />

Base Map<br />

Driver Map<br />

Modules<br />

Unused<br />

3<br />

Make menu<br />

selections to<br />

define the<br />

image to be<br />

installed<br />

Base Map<br />

Driver Map<br />

Modules<br />

Unpacked<br />

Modules<br />

C Partition<br />

Setup<br />

Base Map<br />

Driver Map<br />

Modules<br />

OS<br />

Apps<br />

Drivers<br />

5<br />

Unpack<br />

4<br />

Smart image<br />

on dervice<br />

partition<br />

Final image<br />

on C partition


The advantage of network deployment is the assurance that the latest maps and modules will<br />

be installed if the network-sync function is enabled.<br />

With the exception of a direct-network installation, the division between the deployment and<br />

installation is a single boot cycle. In many cases, deployment is done in one location and<br />

installation takes place in another location, typically at the end-user’s work area. When<br />

deployment is complete, you can shut down the target computer and prepare the computer<br />

for delivery to the end user’s work location for the installation to be completed.<br />

In our fictitious Acme Holdings Inc. company (see 1.25, “Business case” on page 129),<br />

multiple deployments will be used.<br />

► For new PC rollouts, a direct network deployment with local installation method will be<br />

used by an Integration Center.<br />

► CD deployment will be used to send images to locations or users without a WAN or<br />

broadband connection.<br />

The deployment method is flexible to meet the needs of any business or individual.<br />

Note: Some large enterprises that use drive-duplication technology for mass production<br />

might want to replicate the drive at the end of the deployment process, prior to installation.<br />

In order for this drive-duplication process to work successfully, you must install the <strong>IBM</strong><br />

Boot Manager on each drive after the drive has been duplicated. You can get the <strong>IBM</strong> Boot<br />

Manager installation tool (BMGRINST.BAT) from the TOOLS\BMGR folder of your<br />

repository. You must run BMGRINST.BAT during a DOS session.<br />

1.21 <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong> and Symantec DeployCenter<br />

together<br />

The following sections include an overview of Symantec DeployCenter, as well as a<br />

step-by-step guide on how to use this tool with <strong>ImageUltra</strong> <strong>Builder</strong>.<br />

1.21.1 Overview of Symantec DeployCenter<br />

Symantec DeployCenter Library provides you with proven solutions for system deployment<br />

and migration. With Symantec DeployCenter Library, you can deploy an exact image of a hard<br />

disk and deploy the image to multiple workstations. Symantec DeployCenter Library includes<br />

the following tools for windows deployment and managing image files.<br />

ImageCenter<br />

The ImageCenter application uses SmartSector imaging to create an exact image of a hard<br />

disk or partition. That exact image can then be used to deploy Windows workstations,<br />

upgrade existing workstations, manage changing desktop environments, and quickly and<br />

easily back up and restore hard drives. With ImageCenter, you can create and restore a<br />

compressed image file of an entire hard disk or individual partitions of a hard disk on a local<br />

drive, across a network, or on a removable media device.<br />

ImageCenter can be used to clone Windows 2000 and XP for installation on other machines.<br />

When doing so, you must consider the Security Identifier (SID). Improperly cloning a<br />

Windows 2000/XP workstation will result in your having another machine with the same SID<br />

which causes 2000/XP system conflicts. ImageCenter is compatible with Microsoft System<br />

Preparation Tool (SysPrep) to resolve SID conflicts.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 93


Image Explorer<br />

Simplify management of your image files with Image Explorer. Working within a single screen<br />

gives you total control of the image files you can access. You can view image file contents,<br />

copy image files, copy partitions within files, restore individual program and data files from the<br />

image, or add password protection to image files. Image Explorer also provides description<br />

capabilities, so you can easily identify individual image files and partitions.<br />

Virtual Boot Environment a.k.a Virtual Floppy<br />

The Virtual Boot Environment (VBE) allows DOS programs to execute from the hard drive on<br />

Windows 9X, Me, NT, 2000 and XP platforms as though they were running from a boot floppy.<br />

The VBE can be sent to a particular system remotely, the system will boot into a temporary<br />

environment to run tasks such as capturing or restoring an image, and then boot the system<br />

back into the active operating system state. The benefits of this are there is no need to create<br />

bootable media and visit each system for new image deployment or updates.<br />

The Virtual Boot Environment operates by temporarily replacing the Master Boot Record<br />

(MBR) boot code on the primary hard drive. Upon rebooting the computer, the new boot code<br />

loads and runs the programs stored in the VBE image file. This VBE consists of a loader<br />

program, disk I/O redirector TSR program, and a non-compressed floppy boot image file. The<br />

boot image file is created from a 1.44 MB or 2.88 MB format bootable floppy. It contains both<br />

the bootable OS files, network drivers and the user application programs just as would exist<br />

on a bootable floppy disk.<br />

Upon booting, the VBE loader builds a RAM DRIVE in memory the size of the boot image file,<br />

copies the boot image file from the hard drive to memory and then loads and executes the<br />

boot sector within the boot image file. Under DOS, the A: drive is then used to reference the<br />

boot image file system just like when booting from a CD. The first physical floppy drive is<br />

accessed as drive letter B:.<br />

The Virtual Boot Environment image file is a raw sector-by-sector representation of a floppy<br />

file system in either a 1.44 MB or a 2.88 MB floppy disk format. It contains everything that<br />

would exist on a bootable floppy disk (boot sector, FATs, directories, and files).<br />

PowerCasting a.k.a. Multicast<br />

ImageCenter combines SmartSector imaging technology together with Ethernet or Token<br />

Ring multicasting to provide a fast and robust method for deploying workstations.<br />

PowerCasting sends the Symantec DeployCenter Library Image file to one or more<br />

PowerCast clients simultaneously. The image file is sent only once by the server to all the<br />

client computers, rather than separately to each client. This decreases network traffic by<br />

eliminating duplicate restore processes when preparing multiple workstations and when<br />

performing computer rollouts and migrations.<br />

The PowerCasting technology in conjunction with VBE is an ideal way to deploy multiple<br />

systems across your organization. You can include the Symantec DeployCenter Library<br />

imaging tools and scripts and appropriate network drivers as part of the VBE that allows<br />

multiple systems to pull an image from a central server. Because this task is performed<br />

remotely, it eliminates the need to visit the computer and boot using a floppy disk.<br />

For detailed instructions on using PowerCasting please refer to the whitepaper titled The<br />

Benefits of using <strong>ImageUltra</strong> <strong>Builder</strong> and Symantec DeployCenter Library.<br />

Unicasting<br />

The Unicast feature lets you create and restore images using a network drive without<br />

mapping the drive. It consists of a Unicast server and a Unicast client, which reside on<br />

94 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


separate machines. You can specify all Unicast parameters on the command line of either the<br />

server or the client. The Unicast operation is a point-to-point and uses the TCP/IP protocol.<br />

The Unicast server must be started prior to running the Unicast client or before trying to<br />

PXE-boot a client machine. Once the server has been started, you do not need to tend to it.<br />

You start all Unicast operations from the client by using a standard script file or the<br />

ImageCenter interface.<br />

For detailed instructions on using Unicasting please refer to the whitepaper titled The Benefits<br />

of using <strong>ImageUltra</strong> <strong>Builder</strong> and Symantec DeployCenter Library.<br />

PXE a.k.a Network Boot<br />

PXE (Pre-boot Execution Environment), a component of Intel®'s Wfm (Wired for<br />

Management) specification, allows a computer's PXE-compliant network card to download<br />

and run a Virtual Boot Environment from the network prior to booting the operating system on<br />

the hard disk. Because this task is performed remotely, it eliminates the need to visit the<br />

computer and boot using a bootable floppy or CD.<br />

1.22 Image development<br />

This section will give an example on how to:<br />

► Create your donor image<br />

► Use PXE and Virtual Boot Environment to capture the donor image.<br />

► Add the donor image to the <strong>ImageUltra</strong> <strong>Builder</strong> repository<br />

► Create a <strong>ImageUltra</strong> <strong>Builder</strong> Smart image using the donor image as a base<br />

► Clone a single <strong>ImageUltra</strong> <strong>Builder</strong> Smart Image<br />

1.22.1 Create your donor image<br />

For a detailed explanation of how to create your donor image, please see section on “Create<br />

and prepare the image file” on page 48.<br />

1.22.2 Use PXE and Virtual Boot Environment to capture donor image<br />

To use Symantec DeployCenter Pre-boot Execution Environment (PXE) for capturing the<br />

donor image you have to:<br />

1. Confirm that you have installed the PXE services correctly<br />

2. Confirm you have the correct Network drivers for your clients installed into boot disk<br />

builder<br />

3. Create a Virtual Boot Diskette including the correct network driver for your donor system<br />

4. Add your PXE virtual floppy to the PXE configuration utility<br />

5. Add a CAPTURE IMAGE selection to the PXE client menu<br />

6. Capturing the donor image<br />

Note: You will need to have a DHCP Server installed to use this cloning method. For<br />

our examples we used Windows 2000 Server.<br />

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1.22.3 Confirm that you have installed the PXE service correctly<br />

1. Log onto the Windows server<br />

2. Go to Start → Programs →Administrative Tools<br />

3. Select DHCP<br />

4. Locate the Scope Options<br />

5. Ensure that the option 003 Router is installed<br />

6. Ensure that the option name 060 ClassID is installed<br />

Figure 1-100 DHCP scope options<br />

7. Locate Start →Programs →PowerQuest DeployCenter 5.5 Tools<br />

8. Ensure that the PXE Configuration Utility is installed<br />

9. If none of these are available, install the PXE option provided with the DeployCenter<br />

media.<br />

1.22.4 Confirm you have the correct Network drivers installed in boot disk<br />

builder<br />

The Boot Disk <strong>Builder</strong> includes many predefined network drivers. In an event that the network<br />

driver you need for the client is not available you have to add it to the Boot Disk <strong>Builder</strong>.<br />

The step-by-step description below will describe how you add your own driver to the Boot<br />

Disk <strong>Builder</strong>:<br />

1. Record client’s network cards VIN identifier<br />

a. Create a virtual floppy to help detect the VIN identifier<br />

b. Import the virtual floppy into the PXE utility<br />

c. Boot the client and record the VIN<br />

2. Add the client network driver to the Boot Desk <strong>Builder</strong><br />

Record client’s network cards VIN identifier<br />

Create a virtual floppy to help detect the VIN identifier:<br />

1. Go to Programs →PowerQuest DeployCenter 5.5 →DeployCenter 5.5 → Tools Boot<br />

Disk <strong>Builder</strong><br />

2. Select Standalone Boot Disk<br />

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Figure 1-101 Select Standalone Boot Disks<br />

3. Select Next.<br />

4. In the Run ImageCenter from section, select Do not Run ImageCenter.<br />

Figure 1-102 Select option do not run ImageCenter<br />

5. Select Next.<br />

6. Select Virtual Boot Disk File.<br />

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7. Add the file name Detect Network Adapter.<br />

Figure 1-103 Detect Network Adapter<br />

8. Select Finish Click YES when you are asked to save these settings for future use.<br />

9. Name the settings file Detect Network Adapter.<br />

10.Click Save.<br />

11.Click OK to confirm. You will be asked to save these settings for later use. Say yes and<br />

save these settings to the following directory: C:\program<br />

Files\PowerQuest\DeployCenter 5.5\BD<strong>Builder</strong>\<br />

12.Exit the BOOTDISK BUILDER.<br />

13.Locate Start →Programs →PowerQuest DeployCenter 5.5 Tools.<br />

14.Select PowerQuest VF editor.<br />

15.Select File →Open.<br />

16.Locate the Detect Network Adapter Boot Disk file (.vfd) you just saved.<br />

Tip: Look in C:\program Files\PowerQuest\DeployCenter 5.5\BD<strong>Builder</strong> for your<br />

Detect Network Adapter.vfd file.<br />

17.Select Open<br />

18.Delete the following files:<br />

PQDOTASK.BAT<br />

MOUSE.COM<br />

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Figure 1-104 Delete mouse.com and pqdotask.bat from your boot disk file<br />

19.Highlight AUTOEXEC.BAT.<br />

20.Select Extract. Accept the default. Ignore subdirectories.<br />

21.Select a temporary directory from where the AUTOEXEC.BAT can be edited e.g C:\TEMP.<br />

22.Click OK to save the file. Do NOT Close the PowerQuest VF Editor Window.<br />

23.Locate C:\TEMP folder using the Explorer.<br />

24.Select AUTOEXEC.BAT.<br />

25.Right-click AUTOEXEC.BAT.<br />

26.Select Edit.<br />

27.Delete the line CALL PQDOTASK if it exists.<br />

28.Add the word kicknic.<br />

Figure 1-105 Add Kicnic to the AUTOEXEC.BAT file<br />

29.Save AUTOEXEC.BAT.<br />

30.Close the Notepad.<br />

31.Open Windows Explorer.<br />

32.Locate C:\Program Files\PowerQuest\DeployCenter 5.5\BD Build folder.<br />

33.Copy KICKNIC.COM into the C:\TEMP directory.<br />

34.Close the explorer window.<br />

35.Open up the PowerQuest VF Editor window.<br />

36.Select Image.<br />

37.Select Inject.<br />

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38.Locate the C:\TEMP.<br />

39.And select AUTOEXEC.BAT and KICKNIC.COM.<br />

40.Select Open.<br />

41.Confirm that you want to inject the two files into the Virtual Floppy.<br />

42.Answer Yes to replace AUTOEXEC.BAT.<br />

43.Save and close the PowerQuest VF Editor.<br />

Import the Virtual Floppy into the PXE configuration Utility<br />

1. Open PXE Configuration Utility.<br />

2. Select Add.<br />

3. Locate Detect Network Adapter.vfd located in BDBUILD directory.<br />

4. Highlight and select OPEN.<br />

5. Select OK to confirm the addition.<br />

Figure 1-106 Configuration Utility - Detect Network Adapter<br />

6. Select PXE Client Menu tab.<br />

7. Select Add.<br />

8. Type Detect Network Adapter as the menu name.<br />

9. Select Detect Network Adapter.1 and assign it to virtual floppy.<br />

Figure 1-107 Add PXE Client - Detect Network Adapter 1<br />

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10.Click OK.<br />

Figure 1-108 PXE client menu - Detect Network Adapter<br />

11.Exit the configuration Utility.<br />

Boot the client to detect the network VIN identifier<br />

1. Power on the client<br />

2. Press F12 at boot time to activate the alternative boot menu<br />

3. Highlight the correct PXE boot agent for the client<br />

4. example: IBA 4.1.04 Slot 0240<br />

5. The client will now boot to the DeployCenter PXE server<br />

6. On the PXE menu select Detect Network Adapter<br />

7. Press Enter<br />

8. When the boot is completed you will see the VIN number at the bottom on the client<br />

screen. Example: PCI\VEN_8086&DEV_1031&REV_42&SUBSYS_02091014<br />

9. Record that number on a piece of paper. This number will be used to add the correct<br />

network driver for your client into boot desk builder<br />

10.Close the PXE Configuration Utility<br />

Add the correct client network driver to the Boot Disk <strong>Builder</strong><br />

1. Create a share called IMAGES on your server.<br />

2. Download and extract the latest Network driver for your client and save on to a folder on<br />

your deployment server.<br />

3. Open BOOT DISK BUILDER.<br />

4. Select Microsoft TCP/IP Boot Disk.<br />

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Figure 1-109 Boot Disk <strong>Builder</strong> - Microsoft TCP/IP Boot Disk<br />

5. Click Next.<br />

6. Fill in the User Name and Password to logon to your Server Image share. In our example<br />

the user is: Admin, and the UNC path to the share is \\server\images with the drive letter<br />

i:<br />

Figure 1-110 Boot disk builder - Network Login information<br />

7. Click Next.<br />

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8. Leave the screen shown in Figure 1-111 as is.<br />

Figure 1-111 Boot disk builder - run ImageCenter from BOOT DISK<br />

9. Click Next.<br />

10.Select Add.<br />

11.Select Enter Drive Information manually.<br />

Figure 1-112 Add Network Drivers - Enter driver information manually<br />

12.Select Next.<br />

13.Add the VIN Number you recorded earlier. In our example it is:<br />

PCI\VEN_8086&DEV_1031&REV_42&SUBSYS_02091014<br />

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14.Add the network adapter description.<br />

Figure 1-113 Add network drivers - Network Adapter ID and description<br />

15.Click Next.<br />

16.Locate the network Adapter Driver Files you downloaded and extracted.<br />

17.Locate the DOS directory.<br />

18.Select the correct com-file. In our example it is IPXODI.COM.<br />

19.Click Open.<br />

20.The driver is now added to the Add network driver screen.<br />

Figure 1-114 Add network drivers - ipxodi.com<br />

21.Click Next.<br />

22.Locate the Microsoft TCP/IP NDIS2DOS driver file. In our example it's a file called<br />

E100B.DOS.<br />

23.Click Finish and the network adapter is now added to list of available drivers.<br />

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Figure 1-115 Boot Disk <strong>Builder</strong> - Select network adapter from list<br />

24.Click Next<br />

25.Leave default settings. We will now name the boot disk Capture Image<br />

Create<br />

your donor<br />

a Virtual<br />

system<br />

Boot Diskette including the correct network driver for<br />

1. Open Boot Disk <strong>Builder</strong><br />

2. Select Microsoft TCP/IP Boot Disks<br />

3. Enter server login information<br />

4. Click Next<br />

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5. Select Boot Disk and click Next<br />

Figure 1-116 Select Boot Disk<br />

6. Click Next<br />

7. Select the network adapters you need from the list<br />

8. Select Obtain an IP address from a DHCP server<br />

Figure 1-117 Boot Disk <strong>Builder</strong> - Accept Default settings<br />

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9. On the screen shown in Figure 1-118, select Virtual Boot Disk, and name the boot disk<br />

CAPTURE IMAGE.<br />

Figure 1-118 Boot Disk <strong>Builder</strong> - Select virtual boot disk file<br />

10.Click Finish<br />

11.Select Yes when asked to save this for future settings<br />

12.Save these settings as Capture Image.vfd<br />

13.Select OK to confirm saving<br />

14.Select Exit to close the Boot Disk <strong>Builder</strong><br />

1.22.5 Add the CAPTURE IMAGE.VFD to the Configuration Utility<br />

1. Open the PXE Configuration Utility<br />

2. Click the PXE Virtual Floppies Tab<br />

3. Click Add →Browse →Software →Intel driver →Capture Image.vfd<br />

1.22.6 Add CAPTURE IMAGE selection to the PXE Client menu<br />

1. Click the PXE client menu tab<br />

2. Click Add →Type in CAPTURE IMAGE as the menu name<br />

3. Select Capture Image 1 from list.<br />

4. Click Save →OK →Exit.<br />

5. We have now configured the DeployCenter PXE support to be able to manually capture an<br />

image of the <strong>ImageUltra</strong> <strong>Builder</strong> Donor system and save it onto the server shared image<br />

drive (I:).<br />

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1.22.7 Capturing the donor image<br />

Once you have prepared the donor system to be imaged, use the instruction below to create<br />

a donor image on the server.<br />

1. Connect the donor system to the server.<br />

2. Power on the donor system.<br />

3. When you see the <strong>IBM</strong> image, pressing F12 the alternative boot menu.<br />

4. Select the PXE boot option.<br />

In our example we use the IBA 4.0.22 Slot 0240.<br />

5. Press Enter.<br />

6. When you see 'Please select from the following items:' select Capture Image by using the<br />

tab key.<br />

7. Press Enter.<br />

8. After a few second you will see the ImageCenter main menu screen.<br />

9. Click Create Image.<br />

10.Press Enter.<br />

11.Type the name of your image file in the Image File:. Use the complete path and image file<br />

name. In our example we used H:\IUBWXP.PQI<br />

12.Add a description of the donor image you are creating in the Image File Comments: field.<br />

This is version 1.1 that contains Windows XP Portable Sysprep image with the following<br />

changes, Updated MassStorage list in sysprep.inf.<br />

13.Use the tab key to select Next.<br />

14.On the Compress Image File screen, select High Compression.<br />

15.Select Next.<br />

16.The next screen contains the details of your donor image, hard drive size and image file to<br />

be saved and level of compression used.<br />

17.Review the option under the Advanced Options button.<br />

18.When you have reviewed all setting, click Finish.<br />

19.ImageCenter will now start cloning your client image and store it as a donor image onto<br />

your network share.<br />

20.When image capture is complete you will see a confirmation screen. Review the screen<br />

and confirm there where no errors during the image creation.<br />

21.Close the ImageCenter<br />

22.Power off the client.<br />

23.The ImageCenter Donor image is now stored on the Image server and ready to be used<br />

by <strong>ImageUltra</strong> <strong>Builder</strong><br />

24.Copy PQIMGCTR.EXE, PQIMGCTR.OVL PQDPLCTR.RTC from the DeployCenter directory into<br />

the C:\IMAGES<br />

25.The donor image is now ready to be added as an <strong>ImageUltra</strong> <strong>Builder</strong><br />

1.22.8 Add the donor image to the <strong>ImageUltra</strong> <strong>Builder</strong> repository<br />

See 1.16, “Create a base operating system Portable Sysprep Image” on page 54.<br />

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1.22.9 Create a <strong>ImageUltra</strong> <strong>Builder</strong> Smart Image using the donor image as a<br />

base<br />

See 1.6, “<strong>ImageUltra</strong> <strong>Builder</strong> process to create a Smart Image” on page 17.<br />

1.22.10 Re-clone an <strong>ImageUltra</strong> <strong>Builder</strong> after the Smart Image has been<br />

deployed into the Service Partition<br />

Preparation<br />

In this example we will deploy the <strong>ImageUltra</strong> <strong>Builder</strong> Smart Image to a client service<br />

partition. The client hard disk content is then cloned to an imaging server. The cloned image<br />

can then be uni- or multi-casted to multiple clients of the same configuration. This cloning<br />

method is very useful for large rollouts of the same system configuration.<br />

Before beginning the cloing process you have to:<br />

► Connect the client to the <strong>ImageUltra</strong> <strong>Builder</strong> Repository<br />

► Use the <strong>ImageUltra</strong> Network deploy diskette to connect to the repository<br />

Deploying the Portable-Sysprep Smart Image<br />

1. Power on the client<br />

2. Make sure that the system boot from the IUB network deployment disk.<br />

3. When the system completes the boot process the <strong>ImageUltra</strong> builder Choose an image to<br />

Deploy menu will be displayed.<br />

4. Use the arrow keys to select the Base Map<br />

5. Press Enter<br />

6. On the Deploying Driver Map select Yes<br />

7. Press Enter<br />

8. Select the your Driver map<br />

9. Press Enter<br />

10.On the <strong>ImageUltra</strong> Deploy menu confirm your selection of Base map and Driver map.<br />

11.Press Enter<br />

12.When you are prompted for Direct Network Install, select NO. By selecting no you will then<br />

deploy all IUB modules into the service partition of the donor system.Press Enter<br />

13.The system will launch an IUB deployment screen and reboot.<br />

14.The system will reconnect to the IUB repository and begin copying the <strong>ImageUltra</strong><br />

modules down to the donor system.<br />

15.When completed you will see a message on the screen telling you that on the next<br />

REBOOT the system will install.<br />

16.Remove the <strong>ImageUltra</strong> <strong>Builder</strong> Boot disk from the donor<br />

17.Select EXIT<br />

18.You have now successfully created the <strong>ImageUltra</strong> <strong>Builder</strong> donor system and it is now<br />

ready to be cloned to the image distribution server. See 1.22.2, “Use PXE and Virtual Boot<br />

Environment to capture donor image” on page 95 for more details on how to capture your<br />

image.<br />

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1.23 Image deployment<br />

In this section we will look at:<br />

► Unicast a cloned <strong>ImageUltra</strong> Smart Image (1.23.1, “Unicast a cloned <strong>ImageUltra</strong> Smart<br />

Image” on page 110)<br />

► Multicast a cloned <strong>ImageUltra</strong> <strong>Builder</strong> Smart Image (1.23.2, “Multicast a cloned IUB<br />

Smart Image” on page 115)<br />

1.23.1 Unicast a cloned <strong>ImageUltra</strong> Smart Image<br />

In this example we will create a virtual floppy that will deploy the cloned <strong>ImageUltra</strong> <strong>Builder</strong><br />

Smart Image to a single system.<br />

1. Open the PowerQuest Boot Disk <strong>Builder</strong><br />

2. Select Microsoft TCP/IP Boot Disk<br />

Figure 1-119 Microsoft TCP/IP Boot Disk<br />

3. Click Next<br />

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4. Fill in all your required login fields as shown in Figure 1-120.<br />

Figure 1-120 Login settings<br />

5. Click Next<br />

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6. Fill in your ImageCenter command line parameters. In our example below we used<br />

"/cmd=script.txt /img=basexp.pqi". See Figure 1-121.<br />

The script.txt file contains you image install commands, and your BASEXP.PQI is your<br />

actual image file.<br />

For details on using Symantec command line scripts please refer to the Symantec<br />

DeployCenter Guide.<br />

Figure 1-121 Enter command line parameters -<br />

The script file SCRIPT.TXT will be created using notepad as the last step in this example<br />

and will be saved into the \\server\images share.<br />

7. Click Next<br />

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8. Select the network adapter driver for the client you will deploy to.<br />

Figure 1-122 Select Network Adapter<br />

9. Click Next<br />

10.Leave the default selection of DHCP<br />

Figure 1-123 Select the default option - DHCP<br />

11.Click Next<br />

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12.Select the option to create a Virtual Boot Disk File<br />

13.Save Virtual Boot Disk File as Unicast Deploy IUB Smart Image<br />

14.Click Finish<br />

15.Your virtual boot disk file, Unicast Deploy IUB Smart Image.vfd, will be saved by default<br />

into:<br />

C:\Program Files\PowerQuest\DeployCenter 5.5\BDBUILD<br />

16.Save your configuration for future use if requested.<br />

17.Open the PowerQuest PXE Configuration Utility.<br />

In the PXE Virtual floppies tab and click the Add button and browse to the folder where<br />

your .vfd file is stored.<br />

C:\Program Files\PowerQuest\DeployCenter 5.5\BDBUILD\<br />

18.Click OK.<br />

.<br />

Figure 1-124 Add Unicast Deploy IUB Script Image to PXE Configuration<br />

19.The server is now setup to accept PXE requests to deploy the <strong>ImageUltra</strong> <strong>Builder</strong> Smart<br />

Image.<br />

20.Before you start deploying the client, you will need to create a SCRIPT.TXT file.<br />

For our example we used the following script file:<br />

SELECT DRIVE 1<br />

DELETE ALL<br />

SELECT FREESPACE FIRST<br />

CREATE /FS=UNFORMATTED /SIZE=15000 POSITION=BEGINNING<br />

SELECT FREESPACE FIRST<br />

SELECT IMAGE 1<br />

RESTORE<br />

SELECT PARTITION LAST<br />

SET ACTIVE<br />

REBOOT<br />

21.Now you can use the UniCast IUB Smart Image menu option to deploy the cloned IUB<br />

Smart image.<br />

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Power on your system and Press the F12 function key to select your network boot device<br />

and then press enter.<br />

Example: IBA GE SLOT 0208 v12O2<br />

1.23.2 Multicast a cloned IUB Smart Image<br />

In this example we will create a virtual floppy that will deploy the cloned <strong>ImageUltra</strong> <strong>Builder</strong><br />

smart Image to multiple systems simultaneously using PowerCast.<br />

1. Open the PowerQuest Boot Disk <strong>Builder</strong><br />

2. Select PowerCast Boot Disk<br />

Figure 1-125 Select PowerQuest Boot Disk<br />

3. Click Next<br />

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4. Fill in all of the required fields for Client start-up mode. In our example we used the<br />

following:<br />

Connect to session: powercast1<br />

PowerCast image to hard disk number: 1<br />

Additional command line parameters: /PPR=FIRST /DSK=1 /NMD<br />

See the Symantec DeployCenter Guide for details on these command line parameters.<br />

Figure 1-126 Client start-up mode<br />

5. Click Next<br />

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6. Select the required network adapter driver(s) required to support your target hardware.<br />

Figure 1-127 Select Network Adapter<br />

1. Click Next.<br />

2. Leave the default select of DHCP and set the maximum number of PowerCast clients you<br />

will allow to be deployed simultaneously. In our example we used 10 clients. See<br />

Figure 1-128.<br />

Figure 1-128 Client network properties<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 117


3. Click Next.<br />

4. Select the option to create a Virtual Boot Disk file and enter the name of your virtual boot<br />

disk file as PowerCast IUB Super Image. See Figure 1-129.<br />

Figure 1-129 Enter VBD file super image name<br />

5. Click Finish<br />

6. Save your configuration file for future use<br />

7. Before adding the PowerCast IUB Super Image.vfd to the PXE Configuration utility you<br />

need to customize the autoexec.bat in the virtual floppy.<br />

8. Open the PowerQuest VF Editor.<br />

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9. Open the PowerCast IUB Super Image.vfd file you have just created.<br />

Figure 1-130 VF Editor window<br />

10.Extract the AUTOEXEC.BAT into C:\Powerquest\Multicast directory<br />

Edit the AUTOEXEC.BAT, by adding the line:<br />

pqimgctr /cmd=i:\pscript.txt /nrd<br />

Figure 1-131 Edit the autoexec.bat file<br />

11.Save the AUTOEXEC.BAT to c:\program files\PowerQuest\DeployCenter 5.5<br />

12.Close the notepad window<br />

13.Delete the MOUSE.COM from the virtual floppy image<br />

14.Add the following files into the virtual floppy image:<br />

c:\program files\PowerQuest\DeployCenter5.5\pqimgctr.exe<br />

c:\program files\PowerQuest\DeployCenter5.5\pqimgctr.ovl<br />

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c:\program files\PowerQuest\DeployCenter5.5\pqdplctr.rtc<br />

c:\program files\PowerQuest\DeployCenter 5.5\autoexec.bat<br />

Note: If while trying to add the above files you get a drive full error, go to the main menu<br />

and select Image →Change Format →select 2.88 mb<br />

Figure 1-132 Change drive format<br />

15.Save and exit the VF Editor<br />

16.Add the virtual floppy file to the PXE Configuration Utility and build a menu called<br />

PowerCast IUB Smart Image. See “Add the CAPTURE IMAGE.VFD to the Configuration<br />

Utility” on page 107, for an example of how to do this.<br />

17.Close the PowerQuest PXE Configuration Utility<br />

18.Create a PSCRIPT.TXT using notepad including the following text.<br />

SELECT DRIVE 1<br />

DELETE ALL<br />

DELECT FREESPACE FIRST<br />

CREATE /FS=UNFORMATTED /SIZE=15000 /POSITION=BEGINNING<br />

19.Add the PSCRIPT.TXT to the image share on the server. In our example this would be<br />

\\server\images.<br />

20.You are now ready to start the PowerCast server.<br />

21.Open up a command prompt on the PowerCast server and enter the following command:<br />

PQPCS32.EXE /fsd=15 /pcthr=500<br />

Figure 1-133 Command prompt to launch a PowerCast Window<br />

120 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


22.Press Enter<br />

23.This will open up the PowerCast window.<br />

24.Enter the Session Name and browse to the image file.<br />

In our example we used: Session Name: session1, Image File: BASEXP.PQI<br />

25.Click Start to start the PowerCast services on the server.<br />

26.Power-on the clients, press the F12 function key to boot the client to the network.<br />

Example: IBA GE Slot 0208 v1202<br />

27.Select the PowerCast IUB Super Image menu option to deploy the cloned IUB Smart<br />

image.<br />

28.When the clients connect to the PowerCast server they will queue up and wait for the<br />

PowerCast to start.<br />

29.When all of the clients have connected to the PowerCast session, click GO on the<br />

PowerCast Server Progress screen to deploy the cloned <strong>ImageUltra</strong> <strong>Builder</strong> Smart Image<br />

to the clients.<br />

1.24 Software integration considerations<br />

1.24.1 Integration with Web-D<br />

To enable Web-D for software distribution, <strong>ImageUltra</strong> <strong>Builder</strong> can be used to enable the<br />

agent. One problem that always comes up during the deployment of any software distribution<br />

tool is getting the agent installed on the clients. This is best accomplished by including the<br />

agent with the image. An application module can easily be created which will install the<br />

Web-D agent. The Web-D agent is installed using a program called esdsetup.exe. This setup<br />

can be included as part of the image and run silently using the following command:<br />

esdsetup.exe /s<br />

1.24.2 Integration with System Migration Assistant (SMA)<br />

SMA can easily be deployed as a module during an image load. This will allow for immediate<br />

restoration of user settings that may have been captured before a PC cascade or new system<br />

rollout. Create a silent install for the SMA tool as outlined below and create a module. Use the<br />

<strong>ImageUltra</strong> <strong>Builder</strong> tool to deploy the SMA module during your image installations. Once the<br />

image load is complete, run the SMA application and apply all of the saved user settings. The<br />

end user will have the same look, feel and data as with their previous system, saving valuable<br />

reconfiguration and down time.<br />

To create a silent install of SMA, follow these steps:<br />

1. For Windows NT 4.0 Workstation, Windows NT 4.0 Server, Windows 2000 Professional,<br />

Windows 2000 Server, Windows 2000 Advanced Server, or Windows XP Professional, log<br />

on to your computer as the administrator or as a user with local administrative rights.<br />

2. Download SMA code and documentation from:<br />

http://www.ibm.com/pc/support/site.wss/document.do?lndocid=MIGR-50889<br />

Please follow the instructions on the Web page to download this file.<br />

3. Make sure there are no other setup programs running.<br />

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4. Launch the SMAsetup_.EXE program that you downloaded from the Internet,<br />

where stands for the language variation you are using. For instance, the English<br />

version of the executable is SMAsetup_en.exe.<br />

5. Wait until you see the Welcome window. Then minimize the SMA setup window, or bring<br />

up the command or Explorer window without exiting the SMA setup.<br />

6. Locate the pft*~tmp folder, where * stands for one or more random characters. If you’re<br />

running Windows 95, Windows 98, or Windows ME, you will find this directory in the<br />

C:\Windows\TEMP directory. On Windows NT 4.0 Workstation or Windows NT 4.0 Server,<br />

you will find this directory in the C:\Temp directory. On Windows 2000 Professional,<br />

Windows 2000 Server, Windows 2000 Advanced Server, or Windows XP Professional,<br />

you will find it in the C:\Document and Settings\\Local Settings\Temp\<br />

directory.<br />

Note: The Local Settings Folder may be hidden by default. Select Tools →Folder<br />

Options →View and click Show hidden files and folders if the Local Settings Folder<br />

is not displayed.<br />

7. Copy the folder to the location where you want to keep the install files and rename it if you<br />

wish to do so (this folder location will be used in the next steps), then cancel SMA<br />

InstallShield setup.<br />

8. From the command line, run setup -r on a system which has the same configuration as<br />

the system for which you are creating the silent install. The executable setup.exe is located<br />

in the setup directory you just copied in the Disk1 folder. This will create an InstallShield<br />

response file named setup.iss in the C:\windows or C:\winnt directory (depending on your<br />

operating system). For more information on the setup command, see various articles on<br />

silent installation at http://support.installshield.com/.<br />

9. Now you are ready to install SMA in silent mode. To do so, copy the setup.iss file to the<br />

setup directory you created previously and from the command line run setup –s –SMS.<br />

Alternatively, you can run setup.exe -s –SMS –f1\setup.iss, where the f1<br />

parameter denotes the location of setup.iss file.<br />

10.When the install has completed, open the setup.log file located in the setup directory and<br />

locate the ResultCode variable in the [ResponseResult] field. If Resultcode = 0, the<br />

installation completed successfully. Common error values are:<br />

-3 Required data not found in SETUP.ISS file<br />

-5 File does not exist<br />

-8 Invalid path to the InstallShield response file<br />

-12 Dialogs are out of order<br />

1.24.3 Integration with Software Delivery Assistant (SDA)<br />

There are two ways of integrating your Software Delivery Assistant image into the <strong>ImageUltra</strong><br />

<strong>Builder</strong> process. Here are a few examples.<br />

SDA module with menu integration<br />

Here we will show an example of how to integrate an SDA Image into an <strong>ImageUltra</strong> image.<br />

We will create a module that contains the SDA Image. The user will select their business<br />

group from the <strong>ImageUltra</strong> menu. A utility will create an SDAPROF.INI that contains the<br />

appropriate business group. This file will reside in the <strong>IBM</strong> Service Partition (the only partition<br />

available at this stage). We will need to create another module that will copy the<br />

122 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


SDAPROF.INI to the root of C: during the auditboot cycle.The SDA module will install during<br />

the <strong>ImageUltra</strong> installation process. It will pick up the SDAPROF.INI in C:\ and install the<br />

applications for the group the user selected earlier.<br />

Note: This example assumes that we are not selecting a direct network install. Instead, we<br />

are deploying to the service partition.<br />

The benefit of doing this is that we have one flow, with minimal user interaction (the user only<br />

selects his/her options in the <strong>ImageUltra</strong> menu).<br />

Here is what you need to do:<br />

1. Create a base map that contains Menu Items matching your SDA groups.<br />

Figure 1-134 Integrating SDA, base map<br />

2. For each of the Menu Items, create a utility that writes the appropriate SDAPROF.IN<br />

a. In the <strong>ImageUltra</strong> <strong>Builder</strong> program, click the Utility tab and select Insert →Utility.<br />

b. Step through the New Module Wizard.<br />

c. When the module properties window pops up, click the Source tab and type in the<br />

location of your the batch file that creates the SDAPROF.INI for that specific Menu Item<br />

under the Source directory field. For our example, the file for the Finance item is called<br />

FINANCE>BAT and is located in D:\Source\Utilities.<br />

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Figure 1-135 Building a utility for writing the SDAPROF.INI<br />

Example 1-1 Batch file for creating an SDAPROF.INI (FINANCE.BAT)<br />

Rem create an SDAPROF.INI<br />

cls<br />

echo [User Information]>c:\iutemp\sdaprof.ini<br />

echo GROUP=Finance>>c:\iutemp\sdaprof.ini<br />

Note: At this stage of the process, the partitions have not been created yet. There is<br />

only the <strong>IBM</strong> Service Partition which is drive letter C:<br />

3. Attach a utility for each of the Menu Items.<br />

Figure 1-136 Attach Utility to Menu Item<br />

4. Create a module that copies the SDA image onto the users hard disk. In our example, it is<br />

called SDA image.<br />

a. In the <strong>ImageUltra</strong> <strong>Builder</strong> program, click the Applications tab and select<br />

Insert →Application.<br />

b. Step through the New Module Wizard.<br />

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c. When the module properties window opens, go to the Source tab and type in the<br />

location of your SDA image under the Source directory field. For our example, the files<br />

are in D:\Source\SDA.<br />

Figure 1-137 Building a module for an SDA image, Source tab<br />

d. Click the Options tab. Type the directory where you want the SDA image to reside on<br />

the user’s hard disk. For our example, we will enter \SDA.<br />

Figure 1-138 Building a module for an SDA Image, Options tab<br />

e. Build the module.<br />

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5. Create a module that puts the SDAPROF.INI in the root of C:<br />

a. In the <strong>ImageUltra</strong> <strong>Builder</strong> program, click the Applications tab and select<br />

Insert →Application.<br />

b. Step through the New Module Wizard.<br />

Figure 1-139 Module for copying the sdaprof.ini<br />

c. When the module properties window pops up, click the Source tab and type in the<br />

location of a batch file that will copy the SDAPROF.INI from the <strong>IBM</strong> Service Partition to<br />

the root of C:\. For our example the file is called copyini.bat and resides in the<br />

D:\Source\sdaprof directory.<br />

Example 1-2 Batch file that copies the Sdaprof.ini to the root of C:\ (copyini.bat)<br />

Rem copies the SDAPROF.INI from the <strong>IBM</strong> Service PArtition to C:\<br />

copy d:\IUTEMP\SDAPROF.INI c:\<br />

Note: This module will execute during the auditboot cycle; at this stage of the process,<br />

the <strong>IBM</strong> Service Partition has the drive letter D:.<br />

6. Create a module that starts the SDA installer automatically.<br />

a. In the <strong>ImageUltra</strong> <strong>Builder</strong> program, click the Applications tab and select<br />

Insert →Application.<br />

b. Step through the New Module Wizard.<br />

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Figure 1-140 Create a module that automatically starts SDA Installer<br />

c. When the module properties window pops up, click the Source tab and type in the<br />

location of a batch file that will start the SDA installer under the Source directory field.<br />

For our example, the file is called sda.bat and resides in the D:\Source\SDA Autostart<br />

directory.<br />

Example 1-3 Batch file to start SDA Installer (sda.bat)<br />

Rem Autostart the SDA Installer<br />

c:\SDA\SWSELECT.EXE<br />

C:\SDA\WAIT 5<br />

C:\SDA\SSWAIT.EXE<br />

Note: SSWait.exe is a program, included with the SDA source files, that waits until the<br />

SDA installer has finished before returning control to the process. Wait.com is not part<br />

of the SDA code; it puts a small delay in to make sure that SSWait.exe kicks in properly.<br />

If you do not have wait.com, you can use any utility that performs the same function.<br />

SDA image on a server<br />

Another method of integrating your SDA image into an <strong>ImageUltra</strong> solution is to include a<br />

shortcut that points the user toward a server location where the SDA image resides. This<br />

method can be used when the SDA image is large in size.<br />

For our example, the SDA image is on a server with IP address 10.1.1.1 in the shared folder<br />

SDA. We will build a module that puts a batch file on the user’s hard disk. This batch file will<br />

connect to the server share, run the SDA install and then disconnect from the server again. A<br />

shortcut to the batch file will also be placed on the desktop.<br />

1. Create a batch file that will connect to the server share and start the SDA install. In our<br />

example, we used the following file:<br />

Example 1-4 Batch file for connecting to SDA share on server (connect.bat)<br />

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Rem Connect Network Drive<br />

net use z: /del>NUL<br />

net use z: \\10.1.1.1\SDA /USER:SDAUSER temp<br />

Rem Start SDA Installer<br />

z:\SWSelect.exe<br />

z:\wait 5<br />

z:\sswait.exe<br />

==================================================<br />

Rem Disconnect Network Drive<br />

net use z: /del>NUL<br />

2. On a source machine, create a shortcut that will point to the batch file on the target<br />

machine. For our example, we are going to put the batch file in the directory C:\SDA on the<br />

user’s machine, so we point the shortcut to this location.<br />

Figure 1-141 Shortcut to batch file<br />

3. Create the module.<br />

1.24.4 <strong>IBM</strong> Rescue and Recovery<br />

For details on how to prepare and create a silent install module for <strong>IBM</strong> Rescue and<br />

Recovery, please refer to Section 2.3.4, “Silent Installation” in <strong>Using</strong> ThinkVantage<br />

Technologies: Volume 2 Maintaining and Recovering Client Systems, SG24-6060-01.<br />

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1.24.5 <strong>ImageUltra</strong> <strong>Builder</strong> with Symantec Ghost<br />

When Ghost is used in conjunction with the <strong>ImageUltra</strong> <strong>Builder</strong> program, certain limitations<br />

must be considered. Symantec Ghost can clone partitions and drives.<br />

Because the <strong>ImageUltra</strong> <strong>Builder</strong> program uses a service partition to store the Smart Image for<br />

certain types of installations, Symantec Ghost might encounter problems when attempting to<br />

set the size for multiple partitions or when installing a cloned drive. When defining partition<br />

sizes as a percentage, Ghost always uses the full hard-disk capacity and does not take the<br />

presence of a service partition into account. As a result, Ghost might delete the service<br />

partition on the target computer. Defining absolute sizes can be equally problematic because<br />

drive sizes vary on target computers.<br />

When using a cloned drive, two problems can occur:<br />

► If a service partition exists on a source computer, Ghost includes this service partition as<br />

part of the image and will overwrite the service partition on the target computer. This<br />

results in a mismatch between the contents on the active partition of the target computer<br />

and the service partition of the target computer.<br />

► If a service partition does not exist on the source computer, Ghost will assume that it can<br />

use the entire hard disk for the image, and will delete the service partition on the target<br />

computer.<br />

Because it is so difficult to manage multiple partitions and cloned drives created by Ghost<br />

when a service partition is present, <strong>IBM</strong> supports the following implementations only:<br />

► Restoring single-partition images produced by Ghost<br />

► Restoring a single-partition, cloned-drive image as a single partition, not as a cloned drive.<br />

The silent install command in the Source tab of the Operating System window must be a<br />

batch file name, such as GHOST.BAT. Inside the batch file, you must use the following<br />

statements:<br />

Gdisk.exe 1 /cre /pri /sure<br />

ghost.exe -clone,mode=pload,src=image.gho:1,dst=1:1 -auto -sure -quiet -fx -batch<br />

where image.gho is the name of your image.<br />

Before you build the module, you must put the image files, the script file, and the batch file in<br />

the same folder.<br />

1.25 Business case<br />

This section describes a sample business environment and <strong>ImageUltra</strong> <strong>Builder</strong> usage<br />

scenarios.<br />

1.25.1 Example organization<br />

The organization used in this section is named Acme Holdings Inc. (see Figure 1-142). This<br />

company has offices in New York, Toronto, London and Madrid. The head office is located in<br />

New York where the main IT Development team also exists. The various sites are connected<br />

via T3 and T1 lines; this allows the locations to communicate with each other. Images using<br />

<strong>ImageUltra</strong> <strong>Builder</strong> are developed in New York where all updates are made to the “Master<br />

Repository”. For distribution, this information is replicated to local site replicas where system<br />

loads are performed.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 129


The hardware in this organization consists of <strong>IBM</strong> and non-<strong>IBM</strong> workstations. Existing<br />

images, created using Symantec Ghost and Symantec DeployCenter, are currently used to<br />

prepare/reload these workstations. Acme Holdings Inc. would like to continue use of these<br />

images until those machines are retired.<br />

Replica A<br />

Toronto<br />

2000<br />

Users<br />

Replica B<br />

Figure 1-142 Acme Holdings Inc.<br />

As Acme Holdings Inc. migrates to full use of <strong>ImageUltra</strong> <strong>Builder</strong> (and supporting<br />

technologies), they will first add their hardware-specific images. Going forward, they will use<br />

Portable-Sysprep and UltraPortable imaging technology to deploy their new workstations in<br />

order to ensure that they have maximum flexibility.<br />

As part of the maintenance process, the Master repository located in New York is replicated<br />

to support replicas (one in each location). This allows the support staff to access the images<br />

at each location without putting excessive loads over the WAN links.<br />

Service Partition: The purpose of the service partition<br />

<strong>Using</strong> the <strong>IBM</strong> <strong>ImageUltra</strong> method, you can select to deploy directly over the network or use a<br />

service partition. The service partition is a hidden partition on a hard disk from which the<br />

<strong>ImageUltra</strong> builder deploys the operating-system modules, application modules, device-driver<br />

modules, and a set of recovery tools. It also provides its own boot environment for image<br />

deployment, which has no dependency on the Windows operating system being present on<br />

any active partition. Because the service partition is protected from common read and writes<br />

operations as well as most viruses, it is a practical place to store recovery, backup, and<br />

installation files and tools.<br />

The system partition is used for the following purposes:<br />

As shipped from the factory on <strong>IBM</strong> HIIT-enabled computers, the service partition provides a<br />

recovery mechanism to restore the contents of the hard disk to its factory-installed state. It<br />

also provides a vehicle for distributing <strong>IBM</strong>-developed modules that the <strong>ImageUltra</strong> <strong>Builder</strong><br />

program can import. These modules can be a core OS modules created by <strong>IBM</strong> or a OS<br />

image created by Symantec DeployCenter and application and device drivers models<br />

provided by <strong>IBM</strong> for <strong>ImageUltra</strong> <strong>Builder</strong>.<br />

130 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

T3<br />

T1<br />

New York<br />

5000<br />

Users<br />

T3<br />

London<br />

2000<br />

Users<br />

Replica C<br />

T1<br />

T1<br />

Master<br />

Repository<br />

Madrid<br />

1000<br />

Users<br />

Replica D


As used by the <strong>ImageUltra</strong> <strong>Builder</strong> program, it is a storage area for deployed Smart Images<br />

and for the tools required to perform the image installation process. Smart Images replace the<br />

factory installed image files in the service partition. If a service partition is not on a target<br />

computer before a Smart Image is deployed, one is created during the deployment process.<br />

1.25.2 Business case section 1 of 3: <strong>Using</strong> hardware specific images<br />

Table 1-1 Acme Holdings Inc.<br />

This is an example of migrating from legacy images to hardware specific OS modules. In this<br />

business case, we will show how a large corporation migrates from an existing monolithic<br />

image process to a module system build process using <strong>ImageUltra</strong> <strong>Builder</strong> 2.0. The following<br />

table gives an overview of the current state and a three-phased approach to migrating to<br />

<strong>ImageUltra</strong> <strong>Builder</strong>.<br />

Existing State Phase I legacy<br />

systems<br />

Method Legacy Ghost images Hardware-specific<br />

using <strong>ImageUltra</strong><br />

<strong>Builder</strong><br />

Operating<br />

Systems<br />

Hardware<br />

platforms<br />

Four:<br />

► Windows 95c<br />

► Windows 98<br />

► Windows NT 4<br />

► Windows 2000<br />

older systems have 9x<br />

or NT4 and the newer<br />

systems have 2000<br />

only<br />

Eight:<br />

► Compaq EN<br />

desktop<br />

► Toshiba Tecra<br />

8100<br />

► HP VL 8i<br />

► <strong>IBM</strong> PC 300® PL<br />

► HP VL 420<br />

► Toshiba Tecra<br />

9000<br />

► <strong>IBM</strong> M40<br />

NetVista<br />

► <strong>IBM</strong> T23 ThinkPad<br />

Technology Legacy monolithic<br />

ghost images<br />

Three:<br />

► Windows 95c<br />

► Windows 98<br />

► Windows NT 4<br />

Four:<br />

► Compaq EN<br />

desktop<br />

► Toshiba Tecra<br />

8100<br />

► HP VL 8i<br />

► <strong>IBM</strong> PC 300 PL<br />

Hardware Specific OS<br />

modules incorporating<br />

the existing legacy<br />

images<br />

Phase II current<br />

systems<br />

Portable-sysprep<br />

using <strong>ImageUltra</strong><br />

<strong>Builder</strong><br />

One:<br />

► Windows 2000 on<br />

multiply vendor<br />

platforms<br />

► Two modules<br />

containing the<br />

unique HALs are<br />

required to support<br />

the four systems<br />

Four:<br />

► HP VL 420<br />

► Toshiba Tecra<br />

9000<br />

► <strong>IBM</strong> M40 NetVista<br />

► <strong>IBM</strong> T23 ThinkPad<br />

Sysprep OS module<br />

combined with<br />

modules for drivers,<br />

patches and<br />

applications.<br />

Phase III future<br />

systems<br />

Ultra-portable<br />

<strong>ImageUltra</strong> <strong>Builder</strong><br />

One:<br />

► Windows XP on<br />

<strong>IBM</strong> hardware<br />

Two:<br />

► <strong>IBM</strong> M50<br />

ThinkCentre<br />

► <strong>IBM</strong> T40 ThinkPad<br />

Ultra-Portable OS<br />

module provided by<br />

<strong>IBM</strong> with all new<br />

systems combined<br />

with modules for<br />

drivers, patches and<br />

applications<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 131


Business Units Six:<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Languages Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

Unique system<br />

combinations<br />

supported<br />

Images to<br />

create<br />

Existing State Phase I legacy<br />

systems<br />

Method Legacy Ghost images Hardware-specific<br />

using <strong>ImageUltra</strong><br />

<strong>Builder</strong><br />

216: One for each<br />

combination of<br />

hardware platform,<br />

business unit, and<br />

language.<br />

Six:<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

144: One for each<br />

combination of<br />

hardware platform,<br />

business unit, and<br />

language.<br />

Acme Holdings Inc. is typical of many large corporations. Acme Holdings Inc. has eight<br />

different hardware platforms, four laptops and four desktop models. The older four models<br />

have two different operating systems (OS) on them; this is a mixture of Windows 95, 98 and<br />

NT 4, while the newer systems only have Windows 2000 installed on them. This results in<br />

twelve unique hardware/OS combinations: ((4X2) +(4X1))=12. It would not be unreasonable<br />

for a large company to support up to ten different languages, but for our example we will use<br />

three; this results in 36 unique hardware/OS/language combinations. The final variable that<br />

must be addressed is the different business units. For image development and maintenance,<br />

a business unit is defined as any group of end users that have similar software application<br />

requirements. Acme Holdings Inc. has six business units but 20 or more would not be<br />

unrealistic. The end result is that 216 unique system builds must be maintained and<br />

supported.<br />

The typical means to support these 216 unique combination is to create one monolithic image<br />

to use a tool such as PowerQuest Drive Image or Symantec Ghost for each unique<br />

combination. In this type of solution, each combination is built one at a time. Then a copy of<br />

the system is made using one of the tools listed above. This single file copy of the system is<br />

called an image.<br />

The time is takes to build each one of these images varies greatly depending on the OS and<br />

the number, size and complexity of the applications required. An experienced image creator<br />

132 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

Phase II current<br />

systems<br />

Portable-sysprep<br />

using <strong>ImageUltra</strong><br />

<strong>Builder</strong><br />

Six<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

72: One for each<br />

combination of<br />

hardware platform,<br />

business unit, and<br />

language.<br />

216 144 6 1<br />

Phase III future<br />

systems<br />

Ultra-portable<br />

<strong>ImageUltra</strong> <strong>Builder</strong><br />

Six:<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

36: One for each<br />

combination of<br />

hardware platform,<br />

business unit, and<br />

language.<br />

Note: The following process assumes that the reader has installed and configured<br />

<strong>ImageUltra</strong> <strong>Builder</strong> as detailed earlier in this document. It is also assumed that the reader<br />

has read and understands all of the details presented so far in this document concerning<br />

<strong>ImageUltra</strong> <strong>Builder</strong>.


could reasonably create and test one image per day. At Acme Holdings Inc., it would take one<br />

person most of a year to create all of the 216 unique images or a large staff of image creators<br />

to create and maintain this number of images.<br />

If one small change occurs, such as an OS patch needing to be added to the images, then<br />

each one must be recreated. There clearly must be a better way to create unique system<br />

builds. The issue is maintaining these images.<br />

Acme Holdings Inc. has decided to use <strong>IBM</strong> <strong>ImageUltra</strong> to reduce the time and complexity of<br />

system building. <strong>IBM</strong> <strong>ImageUltra</strong> <strong>Builder</strong> V2.0 provides a means to significantly reduce the<br />

number and complexity of the system build process. This is done using a modular approach<br />

which can greatly reduce the number of unique modules that must be created.<br />

Before introducing <strong>ImageUltra</strong> <strong>Builder</strong> to Acme Holdings’s build environment, we must<br />

determine how it will be used. First, we must determine which systems will benefit from the<br />

process the most and which system will be retiring in the near future. If a system is already<br />

three years old and only a few will be rebuilt each year then it is not efficient to create a new<br />

build for these types of systems. An example of this type of system would be a 300 Mhz PC<br />

running Windows 95 that was purchased in 1999. If this system fails, it will most likely be<br />

replaced.<br />

In the event that it must be rebuilt, the existing image process that Acme Holdings Inc. is<br />

currently using would be able to return the system to its pre-failure state. After considering<br />

age, operating systems and performance, Acme Holdings Inc. has decided to move half of<br />

their systems to the new <strong>ImageUltra</strong> process and leave the older half with the current image<br />

process. The results are shown in Table 1-2 on page 133.<br />

Table 1-2 Phase 1 and 2<br />

Phase 1 Phase 2<br />

Systems Older legacy system Current systems<br />

Operating Systems Windows 95,98se, NT 4 Windows 2000<br />

Models ► Compaq Deskpro EN<br />

► HP VL 8i<br />

► <strong>IBM</strong> PC 300 PL<br />

► Toshiba Tecra 8100<br />

technology hardware specific modules<br />

created from legacy images<br />

► HP VL 420<br />

► Toshiba Tecra 9000<br />

► <strong>IBM</strong> M40 NetVista<br />

► <strong>IBM</strong> T23 ThinkPad<br />

sysprep OS module combined<br />

with modules for drivers,<br />

patches and applications<br />

Unique system builds 144 unique images 6 unique OS modules used in<br />

72 unique builds<br />

This division from older systems to newer ones provides a logical migration point from the<br />

legacy imaging process to the new modular <strong>ImageUltra</strong> process. <strong>ImageUltra</strong> provides<br />

hardware-specific OS module support. This support provides a means to ease the transition<br />

and to introduce the Acme Holdings Inc. support staff to <strong>ImageUltra</strong> <strong>Builder</strong>.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 133


Table 1-3 Phase 1<br />

The first step in this process is to create one hardware specific OS module in <strong>ImageUltra</strong><br />

<strong>Builder</strong> for each of the existing legacy images. The following process will show the steps<br />

required to bring these legacy images into the new <strong>ImageUltra</strong> process without modifying the<br />

existing images.<br />

The next section will discuss the creation of portable-syspreped images which Acme Holdings<br />

Inc. will be using for the newer four models listed above running Windows 2000<br />

1.25.3 Business case section 2 of 3: <strong>Using</strong> portable-sysprep images<br />

In the previous section, we demonstrated how Acme Holdings Inc. began to introduce<br />

<strong>ImageUltra</strong> <strong>Builder</strong> into their environment. Acme Holdings Inc. did this by building hardware<br />

specific modules to bring all their legacy images into <strong>ImageUltra</strong> <strong>Builder</strong>. After creating the<br />

134 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

Existing State Phase I legacy systems<br />

Method Legacy Ghost images Hardware Specific using<br />

<strong>ImageUltra</strong> <strong>Builder</strong><br />

Operating Systems Three:<br />

► Windows 95c<br />

► Windows 98<br />

► Windows NT 4<br />

Hardware platforms Four:<br />

► Compaq EN desktop<br />

► Toshiba Tecra 8100<br />

► HP VL 8i<br />

► <strong>IBM</strong> PC 300 PL<br />

Three:<br />

► Windows 95c<br />

► Windows 98<br />

► Windows NT 4<br />

Four:<br />

► Compaq EN desktop<br />

► Toshiba Tecra 8100<br />

► HP VL 8i<br />

► <strong>IBM</strong> PC 300 PL<br />

Technology Legacy monolithic ghost images Hardware Specific OS modules<br />

incorporating the existing legacy<br />

images<br />

Business Units Six:<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Languages Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

Unique system<br />

combinations supported<br />

144: One for each combination of<br />

hardware platform, business unit,<br />

and language.<br />

Images to create 144 144<br />

Six:<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

144: One for each combination of<br />

hardware platform, business unit,<br />

and language.


144 hardware specific OS modules, we are left with 72 existing images that support the<br />

remaining four hardware platforms running Windows 2000 in three different languages.<br />

Now that Acme Holdings Inc. has become familiar with building OS modules for their legacy<br />

images, they could repeat this same process to build 72 additional new Window 2000<br />

hardware specific modules. This would defeat the purpose of using <strong>ImageUltra</strong> <strong>Builder</strong>. By<br />

using <strong>ImageUltra</strong> <strong>Builder</strong>, we can reduce the number of unique images from 72 down to six<br />

OS modules.<br />

This great reduction is made possible by breaking the system build down into a modular<br />

process. A legacy image has one image file containing the OS, drivers, and applications. The<br />

result is when a small change needs to me made the entire image must be recreated.<br />

Additionally, by using the <strong>ImageUltra</strong> modular process, the OS module can take advantage of<br />

the OS’s built-in features that enable a single OS module to be used on more than one<br />

hardware platform.<br />

To use this portable OS module, we will need a sysprep Windows 2000 image that has had<br />

the hardware specific drivers removed. To create a sysprepped image, refer to 1.16, “Create a<br />

base operating system Portable Sysprep Image” on page 54.<br />

With the sysprep image, we only need to consider the HAL compatibility of the hardware<br />

platforms. For more information concerning HAL compatibility, refer to Microsoft’s Web site for<br />

details on HAL cross-platform compatibility. We have determined that at Acme Holdings Inc.<br />

they will require two images to support two unique HALs. The HAL of the HP VL 420 desktop<br />

and the <strong>IBM</strong> M40 NetVista desktops were determined to be compatible and the HAL of the<br />

Toshiba Tecra 9000 and the <strong>IBM</strong> T23 ThinkPad were determined to be compatible.<br />

We now have a decision to make concerning languages. Since Windows 2000 supports<br />

multiple languages, we can build one multi-language portable-sysprep image for each of the<br />

two unique HALs. The other option is to keep the portable-sysprep images language-specific.<br />

If the first option is taken, the result will be two images to support four hardware platforms<br />

using three languages. If the second choice is used, the result will be six images to support<br />

four hardware platforms using three languages.<br />

Table 1-4 on page 135 shows some of the advantages, disadvantages and features of both<br />

options. This information will be needed to make an informed decision as to whether or not<br />

(and where) to use a multi-language sysprepped OS image.<br />

Table 1-4 Multi-language OS image<br />

Type Of OS image Multi-Language Single Language<br />

Size Larger Smaller<br />

Complexity of development Complex Simple<br />

Developer Must be multi-lingual Only needs to know one<br />

language<br />

changes needed that affect only<br />

one language<br />

distributed development and<br />

division of workload<br />

Must rebuild entire image Only need to change impacted<br />

language image<br />

1 developer per image 2<br />

developers maximum at Acme<br />

Holdings Inc.<br />

1 developer per image; 6<br />

developers maximum at Acme<br />

Holdings Inc.<br />

Distribution time Slower due to larger image size Faster due to smaller image<br />

size<br />

Total number of OS modules 2 6<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 135


Acme Holdings Inc. has decided that they will keep their images language-specific. This<br />

means that they need to create and maintain six images, instead of two if they had opted for<br />

the multi-language images. Two of the major reasons that supported this decision for Acme<br />

Holdings Inc. were:<br />

► Acme Holdings Inc. is just learning how to create sysprep images and<br />

► They have developers with different language skills located in different countries.<br />

This allows Acme Holdings Inc. to utilize the greatest number or developers at one time. As<br />

the development staff gets more proficient with sysprepped images they may decide to move<br />

to the multi-language images. The advantage of using the <strong>ImageUltra</strong> <strong>Builder</strong> process is that<br />

when the company does change to the multi-language images, the developer will only need to<br />

replace the existing OS modules with the new ones. No other modules will need to be<br />

recreated or modified.<br />

Table 1-5 Phase 2<br />

136 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

Existing State Phase 2 current systems<br />

Method Legacy Ghost images Portable-sysprep using <strong>ImageUltra</strong><br />

<strong>Builder</strong><br />

Operating Systems One:<br />

► Windows 2000<br />

Hardware platforms Four:<br />

► HP VL 420<br />

► Toshiba Tecra 9000<br />

► <strong>IBM</strong> M40 NetVista<br />

► <strong>IBM</strong> T23 ThinkPad<br />

One:<br />

► Windows 2000 on multiply<br />

vendor platforms<br />

► Two modules containing the<br />

unique HALs are required to<br />

support the four systems<br />

Four:<br />

► HP VL 420<br />

► Toshiba Tecra 9000<br />

► <strong>IBM</strong> M40 NetVista<br />

► <strong>IBM</strong> T23 ThinkPad<br />

Technology Legacy monolithic ghost images Sysprep OS module combined with<br />

modules for drivers, patches and<br />

applications.<br />

Business Units Six:<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Languages Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

Unique system<br />

combinations supported<br />

72: One for each combination of<br />

hardware platform, business unit,<br />

and language.<br />

Six<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

72: One for each combination of<br />

hardware platform, business unit,<br />

and language.


A close look at Table 1-5 on page 136 will reveal that Acme Holdings Inc. is missing one key<br />

part of their system builds. There are no applications built into these six language-specific OS<br />

modules. All components of a unique system combination in <strong>ImageUltra</strong> are separate<br />

modules. We must now create application modules for each of the applications that our six<br />

business units require.<br />

Business units and application<br />

The following is a list of the business units and abbreviations used in the table below.<br />

► common = applications that are installed on all systems<br />

► 1 = Sales<br />

► 2 = IT<br />

► 3 = Manufacturing<br />

► 4 = Field<br />

► 5 = Engineering<br />

► 6 = Finance<br />

Table 1-6 shows the different applications and the business units that use them.<br />

Table 1-6 Applications and business units<br />

Existing State Phase 2 current systems<br />

Method Legacy Ghost images Portable-sysprep using <strong>ImageUltra</strong><br />

<strong>Builder</strong><br />

Images to create 72 6<br />

Applications Business Unit<br />

Corel WordPerfect Office Suite 11 Common<br />

Microsoft Internet Explorer 6.0 Common<br />

Norton Antivirus Common<br />

Lotus® SameTime Chat Common<br />

AT&T Network Client 1,2,4<br />

Time accounting Common<br />

Lotus Notes® 4,5,6<br />

Eudora e-mail client Common<br />

Adobe PhotoShop 2<br />

Adobe FrameMaker 2<br />

Rumba host emulator 2,3,5,6<br />

Adobe Acrobat reader Common<br />

Adobe Acrobat 2,5<br />

Filezilla FTP client 2,5<br />

Opera 7.11 web browser 2,5<br />

Macromedia Dreamweaver Studio MX 2,5<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 137


Figure 1-143 OS map module<br />

Applications Business Unit<br />

DeLorme Street Atlas 1,4<br />

Zone Lab firewall 1,2,4<br />

Rarlab - WinRAR Common<br />

Sun Java Runtime environment 1.4.1_03 Common<br />

Nero CD creations 2<br />

AutoCAD 2002 5<br />

Pro-E CAD 5<br />

Microsoft Java Virtual Machine 3809 Common<br />

MiniTab statistical analysis 6<br />

Vcom Fit-it Utilities 5 2<br />

Xn-View picture editor 2,5<br />

Microsoft Active Sync 1,2,4<br />

<strong>IBM</strong> <strong>ImageUltra</strong> <strong>Builder</strong> 2 2<br />

<strong>IBM</strong> System Migration Assistant 2<br />

<strong>IBM</strong> Software Delivery Assistant 2<br />

<strong>IBM</strong> Access Connections 1,2,4<br />

<strong>IBM</strong> Web-D 2<br />

VPN client 1,2,4<br />

Each one of these applications must be made into an application module as demonstrated in<br />

1.10, “Creating an application module from source files” on page 28. These application<br />

modules are reusable, so each application only needs to be made into a module once. This<br />

module can then be deployed to as many business units as required without any additional<br />

effort. This is accomplished through the use of maps. Refer to the Use driver map filter<br />

processing under 1.19.1, “Driver Map settings” on page 82.<br />

The following window shows the map for a Windows 2000 portable-sysprep OS for the<br />

Spanish IT department.<br />

138 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Figure 1-144 is the first menu window generated by the map shown in Figure 1-143.<br />

Figure 1-144 Preview of OS map module - first window<br />

The following is the second window generated by the OS map module shown above.<br />

Figure 1-145 Preview of OS map module - second window<br />

This is a folder containing application modules for use on the UK English version of Windows<br />

2000.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 139


Figure 1-146 Repository - UK English applications<br />

The above figure shows the logic tree details for the base map showing desktop applications<br />

on UK English.<br />

1.25.4 Business case section 3 of 3: <strong>Using</strong> ultra-portable<br />

In the previous section, we demonstrated how Acme Holdings Inc. could use<br />

portable-sysprep images to move their Windows 2000 current systems from the old legacy<br />

imaging process to the <strong>ImageUltra</strong> modular process. Acme reduced 72 images into six<br />

portable image module to support the same 72 unique system configurations.<br />

Acme Holdings Inc. is planning to migrate to Windows XP running on <strong>IBM</strong>-only hardware for<br />

all future PC systems. They could continue to use this same portable solution as they are now<br />

using for Windows 2000 but the move to <strong>IBM</strong> hardware offers a better solution. <strong>IBM</strong> provides<br />

a special ultra-portable OS module for use on <strong>IBM</strong> equipment. These ultra-portable modules<br />

are available for Windows 2000 and XP.<br />

The advantage of the ultra-portable module over the portable-sysprep images is that the<br />

ultra-portable OS module can be used with any <strong>IBM</strong> system that supports Windows 2000 or<br />

XP. The HAL compatibility issues that we had to consider with the sysprep images are now<br />

resolved. With only two current portable-sysprep OS modules, this ultra-portability may not<br />

seem significant, but it really is. As new systems are introduced to Acme Holdings Inc.’s<br />

environment, the number of portable-sysprep modules will increase. <strong>Using</strong> the <strong>IBM</strong> provided<br />

ultra-portable OS module with the new systems will enable Acme Holdings Inc. to utilize a<br />

single OS module to support all of their new <strong>IBM</strong> laptops and desktops.<br />

Migration to this new ultra-portable system will require much less effort than the migration<br />

from legacy images to the portable-sysprep system. This is because all of the time and effort<br />

that went into creating the application modules does not have to be duplicated. All of the<br />

modules in the <strong>ImageUltra</strong> <strong>Builder</strong>’s repository are can be used to build as many unique<br />

system configurations that are needed. The only modules that are different between the<br />

portable-sysprep and the ultra-portable are the OS modules. All other modules can be reused<br />

as needed.<br />

In the future, Acme Holdings Inc. could start using the ultra-portable system for their older<br />

<strong>IBM</strong> models. To do this, they would replace the sysprep-portable OS module with the<br />

140 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


ultra-portable OS module and add any required driver modules for each <strong>IBM</strong> system that they<br />

need to support.<br />

Figure 1-147 Repository - XP Ultra portable OS module<br />

Table 1-7 Phase III<br />

Existing State Phase III future systems<br />

Method Legacy Ghost images Ultra-portable <strong>ImageUltra</strong> <strong>Builder</strong><br />

Operating systems Four:<br />

► Windows 95c<br />

► Windows 98<br />

► Windows NT 4<br />

► Windows 2000<br />

Older systems have 9x or NT4<br />

and the newer systems have<br />

2000 only<br />

Hardware platforms Eight:<br />

► Compaq EN desktop<br />

► Toshiba Tecra 8100<br />

► HP VL 8i<br />

► <strong>IBM</strong> PC 300 PL<br />

► HP VL 420<br />

► Toshiba Tecra 9000<br />

► <strong>IBM</strong> M40 NetVista<br />

► <strong>IBM</strong> T23 ThinkPad<br />

One:<br />

► Windows XP on <strong>IBM</strong> hardware<br />

Two:<br />

► <strong>IBM</strong> M50 ThinkCentre<br />

► <strong>IBM</strong> T40 ThinkPad<br />

Technology Legacy monolithic ghost images Ultra-Portable OS module provided by <strong>IBM</strong> with all new<br />

systems combined with modules for drivers, patches<br />

and applications<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 141


Business Units Six:<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Languages Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

Unique system<br />

combinations<br />

supported<br />

Existing State Phase III future systems<br />

Method Legacy Ghost images Ultra-portable <strong>ImageUltra</strong> <strong>Builder</strong><br />

216: One for each combination of<br />

hardware platform, business unit,<br />

and language.<br />

Images to create 216 1<br />

This transformation at Acme Holdings Inc. did not happen overnight. This process took place<br />

over a three year time frame. The implementation of a new system build process was done<br />

through attrition. Older systems were rebuilt using the processes described above as system<br />

rebuilds were required or as systems were transferred to new users. The new systems would<br />

adopt the <strong>ImageUltra</strong> process the first time they were deployed.<br />

Acme Holdings Inc. combined the use of <strong>ImageUltra</strong> <strong>Builder</strong> and the reduction of hardware<br />

and operating systems. This resulted in:<br />

► Less time spent building and updating system builds<br />

► Lesser cost of maintaining systems<br />

► Greater standardization of platforms<br />

► Single operating systems environment<br />

The following table summarizes the changes that have taken place by moving from the legacy<br />

image system to the modular <strong>IBM</strong> <strong>ImageUltra</strong> <strong>Builder</strong> system of system build creation.<br />

Table 1-8 Before and after comparison<br />

Acme Holdings Inc. Before After<br />

142 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

Six:<br />

► Sales<br />

► IT<br />

► Manufacturing<br />

► Field<br />

► Engineering<br />

► Finance<br />

Three:<br />

► English - US<br />

► English - UK<br />

► Spanish<br />

36: One for each combination of hardware platform,<br />

business unit, and language.<br />

Unique system combinations 216 36<br />

Hardware platforms 8 2<br />

Operating systems 4 1<br />

Images 216 1


Acme Holdings Inc. Before After<br />

Features Legacy monolithic images<br />

► Hardware dependent<br />

► OS/drivers/applications<br />

are all included<br />

► No reusable parts, any<br />

changes require complete<br />

recreation<br />

<strong>IBM</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

► Hardware independent<br />

► OS/drivers/applications<br />

are modularized<br />

► All modules are reusable.<br />

► Individual modules can be<br />

modified independently<br />

The next section, 1.17, “Customize an Ultra-Portable operating system module” on page 63,<br />

will show that the UltraPortable image can be customized to meet any customer’s needs. The<br />

section, 1.8.1, “Importing modules from an <strong>IBM</strong> recovery CD set” on page 22, will<br />

demonstrate the ability to import the modules provided by <strong>IBM</strong> into the repository. This is the<br />

quickest and easiest means to populate the repository with the driver and OS modules<br />

needed for each system.<br />

Chapter 1. <strong>ImageUltra</strong> <strong>Builder</strong> 143


144 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Abbreviations and acronyms<br />

AD Asset Depot<br />

AES Advanced Encryption Standard<br />

ANSI American National Standards<br />

Institute<br />

API application programming interface<br />

APS Active Protection System<br />

ATAPI Advanced Technology Attachment<br />

Packet Interface<br />

BEER Boot Engineering Extension<br />

Record<br />

BIOS Basic Input/Output System<br />

BSOD blue screen of death<br />

CA Certificate Authority<br />

CAPI cryptographic application<br />

programming interface<br />

CHS cylinders, heads, sectors<br />

CISC Complex Instruction Set Computer<br />

CSS Client Security Software<br />

DLL dynamic link library<br />

DLT digital linear tape<br />

DSL Digital Subscriber Line<br />

EAP Extensible Authentication Protocol<br />

ECC error checking and correcting<br />

EEPROM Electrically Erasable<br />

Programmable Read Only Memory<br />

EFS Encrypted File System<br />

ESD electronic software distribution<br />

ESS Embedded Security Subsystem<br />

FFE File and Folder Encryption<br />

GIF CompuServe Graphics Interchange<br />

Format<br />

GINA Graphical Identification and<br />

Authentication<br />

GSK Global Security Toolkit<br />

GUI Graphical User Interface<br />

HDD Hard Disk Drive<br />

HPA Hidden Protected Area<br />

HTML Hypertext Markup Language<br />

<strong>IBM</strong> International Business Machines<br />

Corporation<br />

IDE Integrated Drive Electronics<br />

IE Internet Explorer<br />

IP Internet Protocol<br />

ISO international Standards<br />

Organization<br />

ITSO International Technical Support<br />

Organization<br />

IUB <strong>ImageUltra</strong> <strong>Builder</strong><br />

JDBC Java database connection<br />

JDK Java Development Kit<br />

JRE Java Runtime Environment<br />

LBA Logical Block Addressing<br />

LDAP Lightweight Directory Access<br />

Protocol<br />

LEAP Lightweight Extensible Application<br />

Protocol<br />

LPC low pin count<br />

LTO linear tape open<br />

MBR Master Boot Record<br />

MDAC Microsoft Data Access<br />

Components<br />

MSCAPI Microsoft Crypto API<br />

MSI Microsoft Software Installation<br />

NDIS Network Driver Interface<br />

Specification<br />

NIC Network Interface Card<br />

NLS National Language Support<br />

NTFS New Technology File System<br />

OEM Original Equipment Manufacturer<br />

PARTIES Protected Area Runtime Interface<br />

Extension Services<br />

PEAP Protected Extensible Authentication<br />

Protocol<br />

PKCS Public Key Cryptographic Standard<br />

PKI Public Key Infrastructure<br />

PTA Personal Trust Agent<br />

PXE Pre-boot Execution Environment<br />

RAID Redundant Array of Inexpensive<br />

Disks<br />

RDM Remote Deployment Manager<br />

RISC Reduced Instruction Set Computer<br />

ROI Return on Investment<br />

RSA Rivest, Shamir, and Adleman<br />

RTE Java Runtime Environment<br />

© Copyright <strong>IBM</strong> Corp. 2004. All rights reserved. 145


SCSI Small Computer Systems Interface<br />

SDA Software Delivery Assistant<br />

SDD Secure Data Disposal<br />

SDK Software Developer’s Kit<br />

SID Security Identifier<br />

SMA System Migration Assistant<br />

SMBIOS Systems Management Basic Input<br />

Output System<br />

SQL Structured Query Language<br />

TAM Tivoli Access Manager<br />

TCG Trusted Computing Group<br />

TCO total cost of ownership<br />

TCPA Trusted Computing Platform<br />

Alliance<br />

TFTP Trivial File Transfer Protocol<br />

TKIP Temporary Key Integrity Protocol<br />

TLS Transport Layer Security<br />

UDB Universal Database<br />

USB Universal Serial Bus<br />

UVM User Verification Manager<br />

VBE Virtual Boot Environment<br />

VPN Virtual Private Network<br />

WEP Wireless Equivalent Privacy<br />

WINS Windows Internet Naming Service<br />

WPA Wi-Fi Protected Access<br />

WMI Windows Management<br />

Instrumentation<br />

XML eXtensible Markup Language<br />

AD Asset Depot<br />

AES Advanced Encryption Standard<br />

ANSI American National Standards<br />

Institute<br />

API application programming interface<br />

APS Active Protection System<br />

ATAPI Advanced Technology Attachment<br />

Packet Interface<br />

BEER Boot Engineering Extension<br />

Record<br />

BIOS Basic Input/Output System<br />

BSOD blue screen of death<br />

CA Certificate Authority<br />

CAPI cryptographic application<br />

programming interface<br />

CHS cylinders, heads, sectors<br />

CISC Complex Instruction Set Computer<br />

CSS Client Security Software<br />

146 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

DLL dynamic link library<br />

DLT digital linear tape<br />

DSL Digital Subscriber Line<br />

EAP Extensible Authentication Protocol<br />

ECC error checking and correcting<br />

EEPROM Electrically Erasable<br />

Programmable Read Only Memory<br />

EFS Encrypted File System<br />

ESD electronic software distribution<br />

ESS Embedded Security Subsystem<br />

FFE File and Folder Encryption<br />

GIF CompuServe Graphics Interchange<br />

Format<br />

GINA Graphical Identification and<br />

Authentication<br />

GSK Global Security Toolkit<br />

GUI Graphical User Interface<br />

HDD Hard Disk Drive<br />

HPA Hidden Protected Area<br />

HTML Hypertext Markup Language<br />

<strong>IBM</strong> International Business Machines<br />

Corporation<br />

IDE Integrated Drive Electronics<br />

IE Internet Explorer<br />

IP Internet Protocol<br />

ISO international Standards<br />

Organization<br />

ITSO International Technical Support<br />

Organization


Related publications<br />

<strong>IBM</strong> <strong>Redbooks</strong><br />

The publications listed in this section are considered particularly suitable for a more detailed<br />

discussion of the topics covered in this Redpaper.<br />

For information on ordering these publications, see “How to get <strong>IBM</strong> <strong>Redbooks</strong>” on page 148.<br />

Note that some of the documents referenced here may be available in softcopy only.<br />

► ThinkVantage Technologies: Volume 1 Creating and Deploying Client Systems,<br />

SG24-7045<br />

► ThinkVantage Technologies: Volume 2 Maintaining and Recovering Client Systems,<br />

SG24-6060<br />

► <strong>Using</strong> Web-D for Software Distribution, REDP-3764<br />

► Implementing Systems Management Solutions using <strong>IBM</strong> Director, SG24-6188<br />

► <strong>Using</strong> the System Installation Tool Kit to Streamline Client Rollout, SG24-6178<br />

Other publications<br />

Online resources<br />

These publications are also relevant as further information sources:<br />

► <strong>ImageUltra</strong> <strong>Builder</strong> Version 2.0 User Guide<br />

► <strong>IBM</strong> System Migration Assistant 4.1 User’s Guide<br />

These Web sites and URLs are also relevant as further information sources:<br />

► <strong>ImageUltra</strong> <strong>Builder</strong> patches<br />

http://www.ibm.com/pc/support/site.wss/document.do?lndocid=MIGR-53846<br />

► Hardware Independent Imaging Technology (HIIT) enabled PCs<br />

http://www.ibm.com/pc/support/site.wss/MIGR-44316.html<br />

► Microsoft Sysprep program<br />

http://www.microsoft.com/windows2000/downloads/tools/sysprep/license.asp<br />

► Windows NT 4.0 Resource Kit Support Tools<br />

http://www.microsoft.com/ntserver/nts/downloads/recommended/ntkit/<br />

default.asp<br />

► Windows 2000 Resource Kit<br />

http://www.microsoft.com/windows2000/techinfo/reskit/default.asp<br />

► <strong>IBM</strong> Imaging Technology Center (IITC)<br />

http://www.pc.ibm.com/cbcc/cbccweb.nsf/Home<br />

© Copyright <strong>IBM</strong> Corp. 2004. All rights reserved. 147


How to get <strong>IBM</strong> <strong>Redbooks</strong><br />

Help from <strong>IBM</strong><br />

You can search for, view, or download <strong>Redbooks</strong>, Redpapers, Hints and Tips, draft<br />

publications and Additional materials, as well as order hardcopy <strong>Redbooks</strong> or CD-ROMs, at<br />

this Web site:<br />

ibm.com/redbooks<br />

<strong>IBM</strong> Support and downloads<br />

ibm.com/support<br />

<strong>IBM</strong> Global Services<br />

ibm.com/services<br />

148 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


Index<br />

A<br />

administrator password 76<br />

always install 17<br />

application module 139<br />

application modules 28–32<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 14–15<br />

audio driver<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 14<br />

auditboot 16<br />

B<br />

base map settings 75–81<br />

base maps 15, 81<br />

creating 66–81<br />

defined 9, 66<br />

defined in <strong>ImageUltra</strong> <strong>Builder</strong> 15<br />

base operating system hardware specific modules 48–54<br />

base operating system modules<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 13<br />

base-partition module 78<br />

Before/After Menu Options tab<br />

base map settings 77<br />

behavior 16<br />

BIOS 14<br />

C<br />

CHKDSK 15<br />

color settings 80<br />

compressed module source 15<br />

computer name 76<br />

container 41<br />

defined in <strong>ImageUltra</strong> <strong>Builder</strong> 14<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 14–15<br />

core chip set 12<br />

custom modules 26–28<br />

D<br />

DeployCenter 1–2, 10, 14, 47–48, 54, 57, 62, 93–95,<br />

112, 116, 130<br />

ImageCenter 93<br />

overview 93<br />

deploying images 83–93<br />

deployment methods 88–93<br />

CD distribution 88<br />

network deployment 90<br />

deployment repository<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 15<br />

device driver modules 10, 32–38, 82<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 14<br />

DHCP configuration 76<br />

direct-network install<br />

network options tab 79<br />

DOS window 15<br />

DOS-based programs 14<br />

Drive Image 132<br />

driver map 15, 17<br />

create 81<br />

defined 15, 67<br />

driver map filter 83<br />

driver map settings 82–83<br />

E<br />

EEPROM 14<br />

F<br />

file extensions<br />

.BMA 15<br />

.CRI 15<br />

.DMA 15<br />

.IMZ 15<br />

filter/utility modules 38–39<br />

filters<br />

defined 16, 38<br />

defined in <strong>ImageUltra</strong> <strong>Builder</strong> 14<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 15<br />

first boot 17<br />

G<br />

gateway 76<br />

general tab<br />

base map settings 76<br />

driver map settings 82<br />

Ghost 2, 10, 13–14, 48, 57, 129–130, 132<br />

considerations 129<br />

gold 47<br />

H<br />

Hardware Independent Imaging Technology<br />

behavior 17<br />

defined 10<br />

enabled 10, 82<br />

integration 13<br />

hardware-specific image 10–11, 13, 82<br />

Hidden Protected Area 10, 82<br />

HIIT<br />

See Hardware Independent Imaging Technology<br />

HIIT-enabled 13<br />

HPA<br />

See Hidden Protected Area<br />

I<br />

<strong>IBM</strong> Customization Program 55–56<br />

<strong>IBM</strong> PCs 11<br />

<strong>IBM</strong> Preload modules 22–26<br />

© Copyright <strong>IBM</strong> Corp. 2004. All rights reserved. 149


<strong>IBM</strong> service partition 126<br />

<strong>IBM</strong> ThinkPad 14<br />

ignore HIIT processing 17<br />

image cleanup tab<br />

base map settings 78<br />

image maintenance<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 13<br />

image types 10–11<br />

hardware-specific image 10<br />

portable-sysprep image 10<br />

selecting the best for you 11–13<br />

ultra-portable 10<br />

ImageCenter 93<br />

image-cloning software 11<br />

image-cloning tool 10<br />

<strong>ImageUltra</strong> <strong>Builder</strong> ??–143<br />

application modules 28–32<br />

base map settings 75–81<br />

base maps<br />

creating 66–81<br />

defined 9, 15, 66<br />

base operating system hardware specific modules<br />

48–54<br />

container 14<br />

core chip set 12<br />

custom modules 26–28<br />

deploying images 83–93<br />

deployment methods 88–93<br />

CD distribution 88<br />

network deployment 90<br />

deployment repository 15<br />

device driver modules 32–38<br />

driver map<br />

create 81<br />

defined 15, 67<br />

driver map settings 82–83<br />

filter/utility modules 38–39<br />

filters 15<br />

defined 14<br />

Hardware Independent Imaging Technology<br />

defined 10<br />

integration 13<br />

hardware-specific image 13<br />

<strong>IBM</strong> Preload modules 22–26<br />

image maintenance 13<br />

image portability 12–13<br />

image types 10–11<br />

hardware-specific image 10<br />

portable-sysprep image 10<br />

selecting the best for you 11–13<br />

ultra-portable 10<br />

installation time 13<br />

InstallShield 27<br />

map settings<br />

Base map 75<br />

Driver map 82<br />

module<br />

catagories 13<br />

defined 9<br />

modules<br />

150 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

application 14–15<br />

base operating system 13<br />

container 15<br />

defined 14<br />

device driver 14<br />

operating system 13<br />

operating system add-on 13<br />

partitioning 13, 15<br />

network-staging folder 91<br />

operating system add-on modules 39–47<br />

partitioning modules 47–48<br />

portable-sysprep image 12–13<br />

creating 55<br />

repository 15<br />

creating 18–22<br />

defined 9, 15<br />

file extensions 15<br />

Smart Image 3, 9, 11, 26<br />

creating 17–83<br />

definition 9<br />

Sysprep 10<br />

suported operating systems 13<br />

supported hardware 13<br />

system board 12<br />

ultra-portable image 12–13<br />

utilities<br />

defined 15<br />

Windows 2000 images 13<br />

Windows Installer 26<br />

Windows XP images 13<br />

INF installable 17<br />

INF installs 17<br />

install sequence tab<br />

base map settings 78<br />

install slot 17<br />

installation time<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 13<br />

InstallShield 27<br />

IP address 76<br />

K<br />

keyboard settings 80<br />

L<br />

layout settings 80<br />

M<br />

map settings<br />

Base map 75<br />

Driver map 82<br />

menu appearance tab<br />

base map settings 80<br />

color settings 80<br />

keyboard settings 80<br />

layout settings 80<br />

menu driven area 15<br />

menu items 81<br />

metadata 15


Microsoft Sysprep 11, 56<br />

module behavior 70<br />

module categories<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 13<br />

modules<br />

application 28–32<br />

base operating system hardware specific 48–54<br />

custom 26–28<br />

defined 9<br />

device driver 32–38<br />

filter/utility 38–39<br />

<strong>IBM</strong> Preload 22–26<br />

operating system add-on 39–47<br />

partitioning 47–48<br />

msiexec.exe 26<br />

My Computer 15<br />

N<br />

Network Boot 95<br />

network options tab<br />

base map settings 79<br />

driver map settings 82<br />

network synchronization 69<br />

network options tab 79<br />

network-staging folder 91<br />

normal device detection 17<br />

O<br />

operating system add-on modules 39–47<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 13<br />

operating system modules 13, 42<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 13<br />

organization name 77<br />

OS modules 140<br />

P<br />

partition tab<br />

base map settings 81<br />

partitioning modules 47–48<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 13, 15<br />

portable-sysprep image 10–13, 55, 82<br />

creating 55<br />

PowerCast 94, 115, 117, 120–121<br />

PowerCasting 94<br />

overview 94<br />

PowerQuest<br />

Drive Image 132<br />

Pre-boot Execution Environment 95–96, 100, 107<br />

capture donor image 95<br />

PXE<br />

See Pre-boot Execution Environment<br />

R<br />

read only memory (ROM) 14<br />

<strong>Redbooks</strong> Web site 148<br />

Contact us viii<br />

relative location 17<br />

repository<br />

creating 18–22<br />

defined 15<br />

defined in <strong>ImageUltra</strong> <strong>Builder</strong> 9<br />

file extensions 15<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 15<br />

Rescue and Recovery 81<br />

S<br />

script files 46<br />

service partition 82, 129<br />

SETUP.ISS 28, 122<br />

generate 28<br />

silent install command 16, 45<br />

silent installation 26<br />

defined 26<br />

Smart Image 3, 9, 11, 26, 79, 82–83, 91<br />

creating 17–83<br />

definition 9<br />

Sysprep 10<br />

Software Delivery Assistant<br />

with <strong>ImageUltra</strong> <strong>Builder</strong> 122–128<br />

SoundMAX audio driver 32, 37<br />

source directory 45<br />

subnet mask 77<br />

supported hardware<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 13<br />

supported operating systems<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 13<br />

Symantec<br />

DeployCenter 1–2, 10, 13–14, 47–48, 54, 57, 62,<br />

93–95, 112, 116, 130<br />

ImageCenter 93<br />

overview 93<br />

Ghost 2, 10, 13–14, 48, 57, 129–130, 132<br />

considerations 129<br />

Sysprep 76<br />

Sysprep tool 11<br />

system board 12<br />

System Migration Assistant<br />

with <strong>ImageUltra</strong> <strong>Builder</strong> 121<br />

T<br />

target location 16<br />

ThinkCentre 14<br />

ThinkPad 11<br />

tree structure 67<br />

U<br />

ultra-portable image 10–13, 82<br />

ultra-portable module 140<br />

ultra-portable system 140<br />

unattended installation<br />

defined 26<br />

user information tab<br />

base map settings 76<br />

utilities 63<br />

defined in <strong>ImageUltra</strong> <strong>Builder</strong> 15<br />

Index 151


V<br />

VBE<br />

See Virtual Boot Environment<br />

video driver<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 14<br />

Virtual Boot Diskette 95<br />

create 105<br />

Virtual Boot Environment 94–95<br />

W<br />

Web-D<br />

with <strong>ImageUltra</strong> <strong>Builder</strong> 121<br />

Windows 2000<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 8, 14, 56<br />

Service Pack 4<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 39<br />

Windows 2000 images 13<br />

Windows Installer 26<br />

Windows NT 4.0 Resource Kit Support Tools 56<br />

Windows XP<br />

<strong>ImageUltra</strong> <strong>Builder</strong> 8, 56<br />

Windows XP images 13<br />

WinRAR 28, 138<br />

workgroup 76<br />

152 ThinkVantage Technologies: <strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong>


ThinkVantage<br />

Technologies:<br />

<strong>Using</strong> <strong>ImageUltra</strong> <strong>Builder</strong><br />

Overview of<br />

<strong>ImageUltra</strong> <strong>Builder</strong><br />

<strong>ImageUltra</strong> <strong>Builder</strong><br />

installation<br />

Customization and<br />

usage<br />

Back cover<br />

ThinkVantage Technologies brings your <strong>IBM</strong> PCs one step closer<br />

to being self-configured, self-optimizing, self-protecting, or<br />

self-healing to help save you time and money throughout the life<br />

of your systems. In short, ThinkVantage Technologies let you<br />

focus your attention on your business, rather than on your<br />

computer.<br />

ThinkVantage Technologies are software tools designed to help<br />

customers drive down IT support costs (in particular, the cost of<br />

a PC in managing and supporting systems after its initial<br />

purchase), increase security and decrease the complexity of<br />

todayís IT infrastructure.<br />

This Redpaper will help you install, tailor and configure the <strong>IBM</strong><br />

<strong>ImageUltra</strong> Bulider ThinkVantage Technology.<br />

INTERNATIONAL<br />

TECHNICAL<br />

SUPPORT<br />

ORGANIZATION<br />

®<br />

Redpaper<br />

BUILDING TECHNICAL<br />

INFORMATION BASED ON<br />

PRACTICAL EXPERIENCE<br />

<strong>IBM</strong> <strong>Redbooks</strong> are developed<br />

by the <strong>IBM</strong> International<br />

Technical Support<br />

Organization. Experts from<br />

<strong>IBM</strong>, Customers and Partners<br />

from around the world create<br />

timely technical information<br />

based on realistic scenarios.<br />

Specific recommendations<br />

are provided to help you<br />

implement IT solutions more<br />

effectively in your<br />

environment.<br />

For more information:<br />

ibm.com/redbooks

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