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Creating a Win10 image with VMWare Workstation

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When I went to create a win10 base image, I couldn't find a writeup to follow on Connect, so I wanted to share my process in case it helped others.  I also point out some potentially wrong/outdated info that is out there on Connect regarding deploying win10.

Note: to follow this walk through, you'll need to be on CMS/ITMS 8.0 HF4, have a copy of VMWare workstation, have available hard drive space (I make sure to have 60GB available), and win10 iso available (I tested with edu and ent versions from the Microsoft volume licensing center).  I tested with win10 version 1511 and 1607 64bit versions.  Unless your testing how to deploy feature updates (which is a whole other issue), I'd suggest starting with 1607 as there seems to be a lot of items cleaned up with it.

Steps to set up the initial VM

In VMWare, select create new virtual machine.  Select typical and then next.  Select “installer disc image file (iso) and browse to your saved iso, select next.

Choose Microsoft Windows, and Windows 10 x64 (or just windows 10 if you don’t want x64) – select next.

Name virtual machine something descriptive, such as Windows 10 EDU 1511 x64 and save it in a location where you have space allocated for VMs.

Select next, I stuck with the suggested disk space of 60GB per VMWare. You could probably start smaller and expand if necessary.  I leave ‘split virtual disk into multiple files’ selected.  Select next.

On this next screen, you may want to select customize hardware and allocate more RAM if your machine can handle it.  I switch it to at least 4GB of RAM.

Also, for our environment, for PXE to work, network adapter needs to be bridge, not NAT.  This can always be modified later.

Customize the Windows install

Select power on this virtual machine & windows install begins.  Click next 3 times.

Select language preferences, select next & then install now.  Accept license terms, next.

On next screen, I always select custom and then next. 

Install will restart itself, when prompted select customize settings.

Set each setting as appropriate for your environment.  For ours, we turn off everything except smartscreen online services (for malware related updates).

Select join AD domain if appropriate for your environment.

Enter admin account username and password & document new password.  Document the username and password.

Select I finished installing at the bottom of the VM window in VMWare.  Do not install VMWare tools.

Installing CMS/ITMS agent

We have our agent set up for https communication, and our machines usually get required certs when they join the domain.  Since the base image is not yet on the domain, I first copy our company Trusted root cert and 2 intermediate certs onto the base image (exported from any domain machine via mmc.exe and selecting computer certificates).

Once certs are installed in the VM (via mmc.exe, computer certificats, and import), my preferred method to get the agent on the base image is to go to the CMS server and  copy AexNSC.exe from the NS server (on the CMS server in Altiris\Notification Server\NSCap\bin\Win32\X86\NS Client Package) and then run the following at the command line "C:\Users\Admin\Desktop\CMS Agent\AexNSC.exe" /install /ns=cms.company.com (where Admin is the chosen admin name I set up and AexNSC.exe is on the desktop).  After agent installs, delete the installer from the desktop.

This pulls down the initial install of the agent, but the various plugins still have to come down.  Make sure that your plugin install policies are properly enabled.  Since the agents need some time to initialize and install, I move on to windows update to get those started.  

Note: When I asked support for articles/help for creating a win10 image, they told me it was necessary to not run any windows updates and instead the service needed to be disabled on the base image (howto125161).  I found this to be untrue & I would recommend ignoring that howto.

Go to Windows updates - settings - advanced - check box to give me updates for other MS products when I update windows & defer feature updates.  These settings will be forced via GPO later in our environment, but I also set them on the base image.

Click back button to get back to windows update - run check for updates.  

While windows updates are installing, make sure Symantec installed all plugins.  In order to get all plugins installed, I usually run resource membership update from CMS (settings, notification server, resource membership update – delta update schedule – run now).  Then on VM in the agent, under software delivery I usually temporarily check the boxes under options to see internal and scheduled tasks in order to force through agent installs by manually starting them. 

For some reason Software Update Plugin install fails for me often, but if I install all the other plugins and manually run C:\Program Files\Altiris\Altiris Agent\Agents\SoftwareManagement and find the Altiris_PatchMgmtAgent_Win64 – it seems to install ok.  Count how many plugins are installed on a production machine (for me it's 11) and make sure your base image has the same total and versions.

Once all plugins are installed, navigate back to software delivery tab and uncheck ‘show internal tasks.' 

Once windows update is complete, restart the VM to complete install of any updates requiring the restart.

Final image customizations & capture

Click ignore or cancel on any popups for Onedrive throughout the build process.  These will be addressed via GPO on deployed machines when we disable OneDrive all together.

In Internet Explorer, I set homepage to our company home page, make google the default search provider, and turn off pop up blocker.  These are settings I prefer to set locally so users can change if they have to.  Clear IE cache/cookies, etc.

After struggling with DeployAnywhere many years ago, I now use this method for driver deployment.  In order to take advantage of it, on the base image VM, I navigate to regedit and then [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows\CurrentVersion] where I add ;c:\drivers to "DevicePath" as shown. below:

regedit_0.png

If you are going to install office on every computer you support, you can add that to your base image.  Check out the Office Customization tool for some enterprise install options (could also be installed as part of post image software task).  If you install office on the base image, make sure to rearm office right before running your capture ("%PROGRAMFILES(X86)%\Microsoft Office\Office16\OSPPREARM.exe")

Rename PC right clicking on start menu – system – change settings – change – name something you will be familiar with in cms console (I chose win10edu1607) – close and restart now.  Check and make sure that the restart is not installing any windows updates. You want to make sure to have a clean restart before capturing the image.  This is also a good time to make sure your VM is setup properly for PXE booting.  For me, I had to hit F2 very quickly at boot screen to move network boot up in boot options and be on appropriate VLAN for imaging.

Once your confident that PXE is working approriately, shut down the VM completely and take a snapshot (I call the snapshot presysprep).  Power VM back up, login, and confirm that the Symantec agent is loaded.

Confirm you have enough space on the CMS/ITMS server for the new image before proceeding to capture the image.

Run the Create image job, here are screenshots of my job and the indivual tasks in the job.  Note, the key below in the prepare task is the KMS win10 product key.  Before creating your create jobs, make sure to add appropriate product keys under Settings – OS Deployment.  The key pictured here is for win10 Edu.  More info on KMS product keys at this Microsoft site.

win10createimagejob.PNG

win10createimagetask1.PNG

win10createimagetask2.PNG

Once you run the image creation job on the VM, you should see the symantec agent receive the task, sysprep will run (you can see it in task manager), and then the machine will prompt and auto reboot to PXE without you touching the machine.  Ghost will launch and create the image.  

At this point, I shut down the VM and restore the VM to the captured presysprep snapshot (and leave it shut down).  The VM will be in a state ready for updates or changes should you need to recapture.  At this point, I also copy the whole VM folder to an external drive to have a 2nd copy of it in case my machine should fail.

Don't forget that the captured image will need time to replicate out before restoring it to a test client.

Note: When I asked Symantec support for win10 image creation documentation, I was sent to TECH223595 which goes through some steps including enabling the built in administrator account.  This is against the CIS best practices, and when I asked Symantec why this was referenced as a necessary step, they said it was a Microsoft limitation.  In my testing, this appears to not be true (maybe it once was), and I would not recommend enabling the built in administrator account.  In that TECH article, Symantec also walks through the steps of removing various built in windows apps, which doesn't seem to be necessary in the 1607 edu version (and ent as well I'd imagine).  These extra apps really cluttered the start menu in 1511, but are almost gone in 1607 edu version.  The store can easily be blocked via GPO later and there are also options for creating custom start menu layouts via GPO.  At least to start capturing your first version of a win10 image, I would not recommend running any of the Powershell commands in the linked TECH article.  

Once you have a base win10 image created, you can always go back and attempt to remove anything you don't want on it via many powershell commands that are out there, but make sure to take advantage of using VMWare snapshots in case something goes wrong with the process that you can get back to a known good state (keep an eye on hard drive space available when leveraging snapshots).  Be careful not to remove anything that's required for the start menu, and beware Microsoft might put back some items when you inevitably have to install feature updates to keep your win10 client updated.  For this reason, I would try to use GPO's as much as possible versus modifying the base image for unwanted clutter.  I'm still working through this on our base image (like the xbox tile being left behind even on 1607) & will try to remember to report back on my findings with that.


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