Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr

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Customizing UDI Wizard

Let’s see Customizing UDI Wizard with UDI Designer Using SCCM. In part 1 on User-Driven Installation (UDI), I explained how you can integrate MDT with SCCM | Configuration Manager | MEMCM for creating a User-Driven Installation OSD task sequence for the better end-user experience.

I would recommend starting from Configure User-Driven Installation UDI Using ConfigMgr | SCCM if you missed it. Since we have successfully created the Task Sequence, the next step would be to customize the UDI wizard to Deploy Image.

Introduction

The UDI Wizard is the UI that allows customization of the deployment process based on configuration settings made in the wizard. The configuration settings are used to modify the task sequence variables and unattended installation files used in the operating system and application deployment process.

The wizard pages that are displayed in the UDI Wizard and the controls that are active for each wizard page is controlled by the UDI Wizard configuration file.

UDI Deployment Process Components

  • UDI Wizard
  • UDI Wizard Designer
  • UDI Wizard Configuration File
  • UDI Task Sequences

Why to Use UDI Designer ?

The UDI Designer is used to customize the UDI Wizard configuration file (UDIWizard_Config.xml), which the UDI Wizard (OSDSetupWizard.exe) reads at runtime. The Pages element in the UDI Wizard configuration file contains a list of pages that has a separate Page element for each wizard page.

You can use the UDI Wizard Designer to:

  • Determine the wizard pages that are displayed in the UDI Wizard.
  • Determine the sequence of the wizard pages that are displayed in the UDI Wizard.
  • Configure default values for controls on the wizard pages.
  • Enable or disable individual controls on the wizard pages.
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Can We customize only the MDT wizard with UDI Wizard Designer?

The UDI Designer is only for Configuration Manager. The MDT Lite Touch wizard is just an HTA page and includes scripts, web services, other customization items.

Customizing UDI Wizard Configuration File

The default UDI Wizard configuration file is name UDIWizard_Config.xml and is stored in the Scripts folder in the MDT files package.

To customize the UDI Wizard configuration file for the reference computer.

Click Start, Under All Programs, Expand Microsoft Deployment Toolkit, and then start UDI Wizard Designer Run as administrator.

Launch UDI Wizard Designer - Customizing UDI Wizard
Launch UDI Wizard Designer – Customizing UDI Wizard

The UDI Wizard Designer starts. On the Home tab, click Open.

UDI Designer Console - Customizing UDI Wizard
UDI Designer Console – Customizing UDI Wizard

In the Open dialog box, either type directly MDT Files Package source or Browse the path, and then locate “UDIWizard_Config.xml” file that resides in the MDT Package\Scripts folder that created when you ran the Create Microsoft Deployment Task Sequence Wizard earlier in the process. Click Open

Important – Do not directly modify the UDI Wizard configuration file. Instead, use the appropriate wizard page editors in the UDI Wizard Designer.

MDT Files Package Source - Open UDIWizard_Config.xml File - Customizing UDI Wizard
MDT Files Package Source – Open UDIWizard_Config.xml File – Customizing UDI Wizard

The details pane contains a list of the stage groups and stages that the UDI Wizard configuration file supports. Each stage group listed in the details pane is used in one or more of the following MDT deployment scenarios –

  • New Computer
  • Refresh Computer
  • Replace Computer
Flow Designer- Customizing UDI Wizard
Flow Designer– Customizing UDI Wizard

Click on the New Computer Details page under the Page Library pane. By default the new computer stage has 11 different pages. If required we can customize them as needed.

New Computer - Wizard Pages - Customizing UDI Wizard
New Computer – Wizard Pages – Customizing UDI Wizard
  • Double Click on selected wizard page to open, customize them if needed.
StageGroup - New Computer Customizing UDI Wizard
StageGroup – New Computer Customizing UDI Wizard

By default, all controls are enabled on all wizard pages. Using the UDI Wizard Designer, you can disable individual controls on each wizard page to prevent users from entering information using those controls. The UDI Wizard designer has button that displays the following status:

Unlocked – This status indicates that the control is enabled and users can enter information using the wizard.

Locked – This status indicates that the control is disabled and users are unable to enter information.

Configure - Computer Customizing UDI Wizard
Configure – New Computer Customizing UDI Wizard

Tip – Remember to save the UDI Wizard configuration file after making any changes.

  • Expand Computer Name Settings.
New Computer Details - New Computer Customizing UDI Wizard
New Computer Details – New Computer Customizing UDI Wizard

Under Network Details, expand Network Details. in Domain or Workgroup Radio Buttons, Here I had selected Domain, provided Default value in Domain Combo Box.

The status changed to Locked, which prevents users from changing this option in the UDI Wizard.

Network Details - This section allow to configure domain and workgroup. Computer Customizing UDI Wizard
Network Details – This section allow to configure domain and workgroup. Computer Customizing UDI Wizard

Expand Domains and OUs, and then click Add Domain. The Create or Edit Domain Information dialog box appears. In the Create or Edit Domain Information dialog box, in Domain Name type <Your Organization or Test Domain Name>. In Friendly Name, type <Any Name which want to be appear> and then click OK.

Add Domain - Enter a domain and friendly name - Customizing UDI Wizard
Add Domain – Enter a domain and friendly name – Customizing UDI Wizard

Right click a Domain or OU to add, remove, or edit the domain and OUs that will be displayed. You could also add OUs manually as shown below.

Domain and OUs - setup domain - Customizing UDI Wizard
Domain and OUs – setup domain – Customizing UDI Wizard

In Add OU From Domain window, Select an OU from list and Click OK. The selected OUs will be appear under Domain Name.

Select an OU from the list and press OK - Customizing UDI Wizard
Select an OU from the list and press OK – Customizing UDI Wizard

Expand Domain Join Credentials for configure

Under User Name Text Box, provided Default value to account for joining the domain. Under Password Text Box, provided Default value to account password for joining the domain.

Customizing UDI Wizard
Workgroup Settings – This section allows you to configure the domain join credentials – Customizing UDI Wizard

Skip or Remove UDI Wizard Panes

To remove a wizard page from a stage

In the UDI Wizard Designer console, in the details pane, expand stage, click wizard page which you want to remove.

On the Home tab, click Remove Item. The Delete Item Confirmation dialog box appears. In the Delete Item Confirmation dialog box, click Yes.

Click Yes - Delete the selected Items - Customizing UDI Wizard
Click Yes – Delete the selected Items – Customizing UDI Wizard

In the details pane, the wizard page is removed from the stage.

Note – You can remove wizard pages within a stage. Removing a wizard page from a stage does not remove a wizard page from the Page Library pane.

Selected Volume Page Removed From StageGroup:New Computer - Customizing UDI Wizard
Selected Volume Page Removed From StageGroup:New Computer – Customizing UDI Wizard

To remove a StageGroup

Click on StageGroup which you want to remove. click Remove Item. The Delete Item Confirmation dialog box appears. In the Delete Item Confirmation dialog box, click Yes.

Click Yes - Delete the selected StageGroup(Refresh) - Customizing UDI Wizard
Click Yes – Delete the selected StageGroup(Refresh) – Customizing UDI Wizard

Change the Wizard Page Sequence Flow

The UDI Wizard displays a sequence of wizard pages used to collect the necessary information to complete the operating system and application deployment. You can the sequence of wizard pages within a stage.

To change the wizard page sequence flow within a stage

In the UDI Wizard Designer console, in the details pane, expand stage. In the details pane, click wizard page.

Select Wizard Page to change sequence flow  Customizing UDI Wizard
Select Wizard Page to change sequence flow Customizing UDI Wizard

On the Home tab, in the Flow Designer group, click one of the following –

  • Move Up to make the stage appear earlier in the list of stages within the stage group.
  • Move Down to make the stage appear later in the list of stages within the stage group.

The stage moves up or down in the list of stages within the stage group based on the option you select. You can also change the sequence of a stage by right clicking the stage, and then clicking Move Up or Move Down based on the desired result.

Customizing UDI Wizard
Customizing UDI Wizard

Important – Remember to save the UDI Wizard configuration file after making any changes.

To save the UDI Wizard configuration updates

After making the appropriate changes in the UDI Wizard Designer console.

In the UDI Wizard Designer console, In File Menu group, click Save. The File Save dialog box opens, notifying you that the file Save operation is complete. Click OK.

I had removed some of the default pages based on requirements.

File Save Complete - Customizing UDI Wizard
File Save Complete – Customizing UDI Wizard

Preview Wizard Pages and the Wizard Page Sequence Flow

After you have the appropriate wizard pages in the correct sequence for a stage, you can preview how the pages will appear in the UDI Wizard using the Preview feature in the UDI Wizard Designer. The Preview feature allows you to visualize the user experience and to make any changes to the user experience prior to performing actual deployments.

To preview the wizard pages and wizard page sequence flow for a stage using the UDI Wizard Designer

GUI Mode

In the UDI Wizard Designer console, in the details pane, expand stage (where stage is the stage you want to customize).On the Home tab, in the Preview Wizard group, click Preview.

SCCM ConfigMgr - Customizing UDI Wizard
SCCM ConfigMgr – Customizing UDI Wizard

UDI Wizard Designer Preview not working in GUI Mode ?

If You are using MDT 2013 Update 2. Its Known bug, Instead GUI use command prompt for preview.

Command Prompt

  • Start command prompt Run as administrator. [It always recommended to start execution with admin privilege best experience]
  • Go to MDT Installed directory to locate OSDSetupWizard utility and type the following command for execution.
<MDT Installed Drive>\Program Files\Microsoft Deployment Toolkit\Templates\Distribution\Tools\x64\OSDSetupWizard.exe" /preview /xml:"<Provide path to XML>"
Type the command in appeared screen -SCCM ConfigMgr - Customizing UDI Wizard
Type the command in appeared screenSCCM ConfigMgr – Customizing UDI Wizard

The UDI Wizard opens and allows you to navigate through (preview) the wizard pages. For each wizard page, you can see the controls displayed and whether the controls are enabled.

Preview - Deployment Wizard -  Customizing UDI Wizard
Preview – Deployment Wizard – Customizing UDI Wizard

After reviewing the wizard pages, close the UDI Wizard.

Creating Custom UDI Wizard Pages

You can create custom wizard pages that allow you to collect deployment information in addition to the information collected on other UDI Wizard pages.After you create the custom wizard page, you can add controls to it and configure the task sequence variables the controls set.

Important – Make a copy of the SamplePage solution as a starting point.

To create a new custom wizard page, on the Home tab, click Add Page.The Add New Page dialog box appears. In the Add New Page dialog box, in the Page Type column, click Build Your Own Page.

Select Build Your Own Page to build your own page -  Customizing UDI Wizard
Select Build Your Own Page to build your own page – Customizing UDI Wizard

Click on Configure. This will allow place the desired controls on the form to add customization.

The Build Your Own Page toolbox and empty wizard page are displayed.

You can add any combination of these controls to your custom wizard page based on the information you want to collect. In addition, you can use the Show Gridlines check box to show or hide gridlines that can be used to assist in visually designing the custom wizard page.

Drag the Label control to the empty wizard page, The Label, ComboBox control is placed on the wizard page and named label….

Note – You use UDI validators to help ensure that the correct information is entered into text fields on wizard pages in the UDI Wizard. When a validator detects an invalid entry in a text box, a message is displayed on the wizard page, and the Next button is disabled until all invalid entries are resolved.

Drag and Drop Controls to Build Your Own Page. - SCCM ConfigMgr Customizing UDI Wizard
Drag and Drop Controls to Build Your Own Page. – SCCM ConfigMgr Customizing UDI Wizard

Add data items to the layout properties of ComboBox on the Layout tab based on requirements. Here I had configured value to allow users to select the Build Type during task sequence deployment.

In Data Items - Add Value, Display Value for users - SCCM ConfigMgr Customizing UDI Wizard
In Data Items – Add Value, Display Value for users – SCCM ConfigMgr Customizing UDI Wizard

Configure the settings properties of ComboBox on the Settings tab based on requirements. Once done, Click Save to wizard.

In this case I had provided, Task sequence variable name – Build Type. This value validates with Task Sequence Step during execution. If it meets accordingly process will be initiated.

Under Settings set the Task Sequence variable name for control.-  - SCCM ConfigMgr Customizing UDI Wizard
Under Settings set the Task Sequence variable name for control.- – SCCM ConfigMgr Customizing UDI Wizard

You can add custom wizard pages within a stage and change the wizard page sequence flow based on your requirements. To add click wizard page, and then drag wizard page to the location in the stage flow where you want the page to appear.

Drag and Drop pages from Page Library within stagegroup, adjust the sequence flow. SCCM ConfigMgr Customizing UDI Wizard
Drag and Drop pages from Page Library within stagegroup, adjust the sequence flow. SCCM ConfigMgr Customizing UDI Wizard

On the Home tab, click Save.The File Save dialog box appears. In the File Save dialog box, click OK. Preview the wizard pages flow for better experience.

File Save Completed - Click OK. - SCCM ConfigMgr Customizing UDI Wizard
File Save Completed – Click OK. – SCCM ConfigMgr Customizing UDI Wizard

Update the Distribution Points for the MDT Package

After making changes every time, you must distribute or Redistribute the content to distribution point.

Updating the distribution points copies the updated version of the UDIWizard_Config.xml file to the deployment shares specified in the package.

In the Configuration Manager console, in the navigation pane, click Software Library. Go to Overview/Application Management/Packages. Search for packages with your provided name.

Configure User Driven Installation UDI Using ConfigMgr | SCCM 20
Select the Package for Distribution to SCCM DPs. SCCM ConfigMgr Customizing UDI Wizard

Right click and click Distribute Content. Review the selected content for distribution. click Next.

Specify the content location and distribute the content to Distribution point or Distribution point group.

Verify Content Distribution

Before proceeding for deployment, Make sure all the reference sources of Task Sequence is successfully distributed to SCCM DPs.

Customizing UDI Task Sequence to Deploy Image

Use the following procedure to modify an existing task sequence

In the Configuration Manager console, go to the Software Library workspace, expand Operating Systems, and then select the Task Sequences node.

In the Task Sequence list, select the task sequence that you want to edit.

When You will edit the Task Sequence, It will looks horrible with the number of default added steps.

User Driven Installation Task Sequence Steps - SCCM ConfigMgr Customizing UDI Wizard
User Driven Installation Task Sequence Steps – SCCM ConfigMgr Customizing UDI Wizard

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

You can add custom Task Sequence Variable steps to proceed for Domain Join Process, Build Type selection during deployment.

SCCM ConfigMgr Customizing UDI Wizard
Click Add > General > Set Task Sequence Variable

Phase Of The Deployment Process

The Task Sequencer uses these phases to determine which tasks must be completed.

Initialization

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 2
UDI Task Sequence – Initialization Phase

Validation

Identifies that the target computer is capable of running the scripts necessary to complete the deployment process.

UDI Task Sequence - Validation Phase - SCCM ConfigMgr Customizing UDI Wizard
UDI Task Sequence – Validation PhaseSCCM ConfigMgr Customizing UDI Wizard

State Capture

Saves any user state migration data before deploying the new target operating system.

State Capture - This Group/Step will run if the following conditions are met:
Task Sequence Variable _SMSTSinWinPE equals false

Online USMT - This Group/Step will run if the following conditions are met:
Task Sequence Variable USMTOfflineMigration not equals TRUE
UDI Task Sequence - State Capture Phase - SCCM ConfigMgr Customizing UDI Wizard
UDI Task Sequence – State Capture PhaseSCCM ConfigMgr Customizing UDI Wizard

Preinstall

Complete tasks that need to be done before the target operating system is deployed. (Format and Partition Disk), Using MDT Toolkit Package.

New Computer Only - This Group/Step will run if the following conditions are met:
Task Sequence Variable _SMSTSinWinPE equals True

Format Disk - This Group/Step will run if the following conditions are met:
If All the conditions are true:
Task Sequence Variable _SMSTSMediaType not equals OEMMedia
Task Sequence OSDDiskPart not equals false

Refresh Only - This Group/Step will run if the following conditions are met:
Task Sequence Variable DeploymentType equals REFRESH

Offline USMT - This Group/Step will run if the following conditions are met:
Task Sequence Variable USMTOfflineMigration equals True
Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 3
UDI Task Sequence – Preinstall Phase This group will Validate settings for New Computer and perform Format Disk.

Install

Installs the target operating system.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 4
UDI Task Sequence – Install Phase This group will apply Operating System Image.

Post Install

Complete tasks that need to be done before restoring the user state migration data. These tasks customize the target operating system before starting the target computer the first time (such as installing updates or applying drivers).

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 5
UDI Task Sequence – Post Install Phase This group will apply Windows, Network, Drivers steps.

State Restore

Restores the user state migration data saved during the State Capture Phase.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 6
UDI Task Sequence – State Restore Phase This group will Enable BitLocker, Install Applications.
Capture the Reference Machine - This Group/Step will run if the following conditions are met: Task Sequence Variable DoCapture equals YES
 
OSD Results and Branding - This Group/Step will run if the following conditions are met: If All the conditions are true: 
Task Sequence Variable SkipWizard equals NO 
Task Sequence Variable DoCapture not equals YES
Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 7
UDI Task Sequence – Capture the Reference Machine | OSD Results and Branding This group will only run if conditions are meet.
Cancelled Wizard Group - This Group/Step will run if the following conditions are met
Task Sequence Variable OSDSetupWizCancelled equals TRUE
Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 8
UDI Task Sequence – Cancelled Wizards Group, This group will only run if the OSD Setup Wizard was cancelled.
Gather Logs and StateStore on Failure - This Group/Step will run if the following conditions are met:
Task Sequence Variable _SMSTSLastActionSucceeded equals false
Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 9
UDI Task Sequence – Gather Logs and StateStore on Failure

Review others settings added in Task Sequence, make sure to apply all changes. Click Apply and OK, close the window.

Deploy UDI Task Sequence

Select the task sequence that you want to deploy. Right click and select Deploy.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 10

On the General , click Browse to select your collection where you wish to perform the deployment.

Click Browse button to select the Collection - SCCM ConfigMgr Customizing UDI Wizard
Click Browse button to select the CollectionSCCM ConfigMgr Customizing UDI Wizard

On the Deployment Settings , select the Purpose of the deployment.

Available ā€“ Available deployments require that the user is present at the destination computer. A user must press the F12 key to continue the PXE boot process. If a user isn’t present to press F12, the computer boots into the current OS, or from the next available boot device.

Required ā€“ Required deployments use PXE without any user intervention.

To use a PXE-initiated OS deployment, For the Make available to the following setting, select one of the following options –

  • Configuration Manager clients, media, and PXE
  • Only media and PXE
  • Only media and PXE (hidden)
Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 11
Select Purpose, Make available settings.

On the Scheduling tab, you can specify the schedule for this deployment.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 12
 Specify the deadline

On User Experience tab,leave the default selected options. Click Next.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 13
User experience for the deployment

On Distribution Points page, you can specify how clients interact with the DPs to retrieve content from reference packages. Click Next.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 14

Review the selected options and click Next.

Review the settings for UDI Deployment. - SCCM ConfigMgr Customizing UDI Wizard
Review the settings for UDI Deployment. – SCCM ConfigMgr Customizing UDI Wizard

The Deployment targeted successfully to collection. Close the wizard.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 15
Close to complete the deployment wizard

Note – You can redeploy a required PXE deployment by clearing the status of the last PXE deployment assigned to a Configuration Manager collection or a computer.

End User Experiences

On Target Computers, depends on deployment settings. Press F12 key to continue the PXE boot process. Windows PE starts, and then the Task Sequence Wizard starts. You will be presented with the Welcome to the Task Sequence Wizard. Click Next.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 16
Task Sequence Wizard Started

Complete the Task Sequence Wizard by selecting the appropriate UDI based task sequence. At the appropriate task sequence step, the UDI Wizard starts.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 17
Task Sequence wizard – Downloading policy and verifying content location

Here will be progress bars for the entire Task Sequence as well as for each step of the Task Sequence.

When process initiates, It will first download the Toolkit Package which includes all the required scripts and needed files which need to use MDT.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 18
Running UDI Task Sequence, Action: Use Toolkit Package

Once the Gather, Validate phases completed, you will prompt with added UDI Wizard pages.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 19
Running UDI Task Sequence, Action: Gather

Complete the UDI Wizard based on the wizard pages selected and the sequence of the wizard pages.

Customizing UDI Wizard with UDI Designer Using SCCM | ConfigMgr 20
Click Next to provide information in Wizard to begin a installation

After you complete the UDI Wizard, the deployment of the new operating system begins. When the deployment process is complete, the OSD Results page is displayed just prior to the first user logging on to the target computer.

The most complex post which I tried to finalize in this part! Thank You for taking the long time to read this post. Stay In Home, Keep Sharing & Learning 😊

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