Configure User Driven Installation UDI Using ConfigMgr | SCCM

Let’s see how to Configure User Driven Installation UDI using ConfigMgr. In this guide, we will be covering how you can integrate MDT with Configuration Manager or MEMCM for creating a User Driven Installation (UDI) in SCCM OSD to provide the various deployment configuration information prior to performing the deployment for getting better end-user experience.

This behavior allows you to create generic OSD task sequences, and then provide computer-specific information at the time of deployment, which provides greater flexibility in the deployment process.

Introduction

User Driven Installation (UDI) helps simplify the deployment of Windows client operating systems using the operating system deployment feature in Configuration Manager. UDI tasks allow you to run software on the target computer that helps with the deployment process.

UDI includes several built-in tasks that help you perform common tasks, such as ensuring that the target computer is not running on a battery and is connected to a wired network connection.

We have the ability to allow to support team who deploy the task sequences to select OU for the computer will be assigned, flexibility to install applications, configure time zone, languages, BitLocker, and many common tasks.

Prerequisites

  • Installed Microsoft Deployment Toolkit (MDT) with Prerequisites
  • Configured SCCM or MEMCM
  • Configuration Manager Packages –
  • Boot Image
  • Operating System Image
  • ConfigMgr Client Package
  • USMT Package

It is always recommended to use the latest available version for experiencing best features.

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Overview – Configure User Driven Installation

UDI supports the New Computer, Refresh Computer, and Replace Computer deployment scenarios using the Configuration Manager task sequence templates provided with MDT. The primary tool for administering UDI is the UDI Wizard designer.

Overview of the UDI Process - - Configure User Driven Installation
Overview of the UDI Process – Configure User Driven Installation

The UDI Wizard Designer is installed as a part of MDT, which is installed on the same computer at the Configuration Manager Console.

Advantages of Integrating MDT With ConfigMgr

Integrating MDT With Configuration Manager provides more than 280 enhancements that MDT adds to Configuration Manager. Refer Microsoft Article for detailed information.

The most commonly used features are:

User-Driven Installation(UDI) – This allows users to interact with operating system deployment process.

Enables Dynamic Deployment – The task sequence takes additional instructions from the MDT rules. These settings are stored in a text file, the CustomSettings.ini file, but you can store the settings in Microsoft SQL Server databases, Scripting or web services.

Real Time Monitoring – You can follow your deployments in real time, and if you have access to Microsoft Diagnostics and Recovery Toolkit (DaRT), you can even remote into Windows Preinstallation Environment (Windows PE) during deployment.

Adds an operating system deployment simulation environment – When testing a deployment, it is important to be able to quickly test any changes you make to the deployment without needing to run through an entire deployment. MDT rules can be tested very quickly, saving significant testing time in a deployment.

Adds an Optional Deployment Wizard – You can prompt the user for information during deployment such as the computer name, the organizational unit (OU) for the computer, or which applications should be installed by the task sequence.

Configure MDT Integration into SCCM

To Integrate MDT with SCCM, You need to use the program called “Configure ConfigMgr Integration” which is available within Microsoft Deployment Toolkit group. Check Integrated MDT with ConfigMgr By Anoop C Nair for more detailed process.

Important Note – Integration process happens at the console level. Installing MDT makes no changes to the ConfigMgr Server. To use the MDT extensions, you need to install and integrate MDT on every system that has the ConfigMgr console installed. You can still perform all non-MDT-related functions within ConfigMgr without integration.

Once you finished with the SCCM MDT integration process, launch Configuration Manager console , Go to the Software Library workspace, expand Operating Systems, and then click on Task Sequences. You will able to see new option “Create MDT Task Sequence”

onfigure User Driven Installation
onfigure User Driven Installation

Creation UDI Task Sequence in SCCM

This section will walk you through the process of creating a Configuration Manager task sequence using MDT Integration Wizard.

In the Configuration Manager console, Go to the Software Library workspace, expand Operating Systems, right click Task Sequences and select Create MDT Task Sequence .

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On the Choose Template page, select the Client Task Sequence and click Next.

Client Task Sequence – This task sequence template is used for the MDT New Computer, Refresh Computer, and Replace Computer deployment scenarios and also used to build and capture images of the reference computers.

Configure User Driven Installation
Configure User Driven Installation

On the General page, specify the following settings and then click Next.

Task sequence name: Specify a name that identifies the task sequence.
Description: Optionally specify a description.

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Choose Windows Settings either Join a Workgroup or Domain. In this case we will be joining the PC to the domain, provide the Domain name, Account, User Name, Organization Name and click Next.

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On the Capture Settings page, accept the default settings and click Next.

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On the Boot Image page, Browse and select the available boot image package. Then click Next.

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Important – In the Server, create two empty shared folders with proper name, which can be accessible. It will be used for MDT Files Package , Settings Package during Task Sequence creation process where the needed files will be copied to source folder.

The folders should now look like this:

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On the MDT Package page, select Create a new Microsoft Deployment Toolkit Files package and in the Package source folder to be created (UNC Path): Provide the folder UNC path ,where MDT files will be copied.

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On the MDT Details page, Specify the Name,Version and Comment.click Next.

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On the OS Image page, Browse and select the Operating System Package form content folders. Then click Next.

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On the Deployment Method page, Select Perform a “User-Driven Installation” and click Next.

Note – After Selecting the installation option “User-Driven Installation” A wizard will be displayed during the deployment process to allow the user to provide the various deployment settings information.

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On the Client Package page, Browse and select the package. Then click Next.

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On the USMT Package page, Browse and select the package. Then click Next.

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On the Settings Package page, select the Create a new settings package option, and in the Package source folder to be created (UNC Path): Provide the folder UNC path ,where the CustomSettings.ini and unattended installation files will be copied.

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On the MDT Details page, specify the Name,Version and Comment.click Next.

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On the Sysprep Package page, accept the default settings and click Next.

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On Summary page, Review the task sequence details and click Next.

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The build process has started. It will include Toolkit package, and settings package are all created by the wizard. The process takes approximately 5–10 minutes to complete.

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After completion successfully, click Finish to close the wizard.

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The Task Sequence is created successfully, Under Software Library > Operating Systems > Task Sequences.

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Validate MDT Packages

Once Task Sequence wizard completed, In the Configuration Manager console, Go to the Software Library workspace, expand Application Management, and select the Packages node. you will able to see the MDT files and settings package need to update to the distribution point.

If you will create another MDT task sequence within ConfigMgr, you can point the created Toolkit package.

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Find the “MDT Package” folder, Inside of the Package source. Here MDT content is automatically copied.

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We have to change some default parameters. Typically, when deploying operating systems using the OSD feature, you must provide all the necessary information for initiate the deployment.The information is configured in configuration files or in databases (such as the CustomSettings.ini).

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When a task sequence step runs the UDI Wizard, the step also references the UDIWizard_Config.xml file, which controls the behavior of the UDI Wizard and is stored in the Scripts folder of the MDT files package.

You can customize the UDIWizard_Config.xml file using the UDI Wizard Designer.

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Customize Task Sequence

After you create the task sequence, you can configure the task sequence for an optimal deployment experience. Under Software Library > Operating Systems > Task Sequences. Right click on task sequences and select Edit.

Integrated task sequence length is bit larger compared to native task sequence in Configuration Manager.

Most of the Task Sequence steps are condition based that will not going to run at deployment.

Configure User Driven Installation
Configure User Driven Installation

This Post will be continued….In upcoming post we will try to cover the UDI Customization and high level process for creating custom UDI wizard pages.

keep on learning and growing yourself.

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