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 a 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.
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 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.
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, and other customization items.
Customizing UDI Wizard Configuration File
The default UDI Wizard configuration file named 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.
The UDI Wizard Designer starts. On the Home tab, click Open.
In the Open dialog box, either type directly the MDT Files Package source or Browse the path, and then locate the “UDIWizard_Config.xml” file that resides in the MDT Package\Scripts folder that was 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.
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
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.
- Double Click on the selected wizard page to open, and customize them if needed.
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 a 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.
Tip – Remember to save the UDI Wizard configuration file after making any changes.
- Expand Computer Name Settings.
Under Network Details, expand Network Details. in Domain or Workgroup Radio Buttons, Here I selected Domain, and provided the Default value in Domain Combo Box.
The status changed to Locked, which prevents users from changing this option in the 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 wants to appear> and then click OK.
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.
In Add OU From Domain window, Select an OU from the list and click OK. The selected OUs will appear under Domain Name.
Expand Domain Join Credentials to 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.
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 the stage, and click the wizard page that 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.
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.
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.
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 the stage. In the details pane, click the wizard page.
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.
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 the File Menu group, click Save. The File Save dialog box opens, notifying you that the file Save operation is complete. Click OK.
I removed some of the default pages based on requirements.
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
In the UDI Wizard Designer console, in the details pane, expand stage (where the stage is the stage you want to customize).On the Home tab, in the Preview Wizard group, click Preview.
UDI Wizard Designer Preview not working in GUI Mode ?
If You are using MDT 2013 Update 2. It’s a Known bug, Instead GUI uses a command prompt for preview.
- Start to command prompt Run as administrator. [It is 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>"
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.
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.
Click on Configure. This will allow placing 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.
Add data items to the layout properties of ComboBox on the Layout tab based on requirements. Here I had configured the value to allow users to select the Build Type during task sequence deployment.
Configure the settings properties of ComboBox on the Settings tab based on requirements. Once done, click Save to the wizard.
In this case, I had provided, Task sequence variable name – Build Type. This value validates with the Task Sequence Step during execution. If it meets accordingly process will be initiated.
You can add custom wizard pages within a stage and change the wizard page sequence flow based on your requirements. To add click the wizard page, and then drag the wizard page to the location in the stage flow where you want the page to appear.
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 a better experience.
Update the Distribution Points for the MDT Package
After making changes every time, you must distribute or Redistribute the content to the 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.
Right-click and click Distribute Content. Review the selected content for distribution. Click Next.
Specify the content location and distribute the content to the 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 look horrible with the number of default added steps.
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 with Domain Join Process, and Build Type selection during deployment.
Phase Of The Deployment Process
The Task Sequencer uses these phases to determine which tasks must be completed.
Identifies that the target computer is capable of running the scripts necessary to complete the deployment process.
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
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
Installs the target operating system.
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).
Restores the user state migration data saved during the State Capture Phase.
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
Cancelled Wizard Group - This Group/Step will run if the following conditions are met Task Sequence Variable OSDSetupWizCancelled equals TRUE
Gather Logs and StateStore on Failure - This Group/Step will run if the following conditions are met: Task Sequence Variable _SMSTSLastActionSucceeded equals false
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.
On the General, click Browse to select your collection where you wish to perform the deployment.
On the Deployment Settings, select the Purpose of the deployment.
Available – 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 – 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)
On the Scheduling tab, you can specify the schedule for this deployment.
On the User Experience tab, leave the default selected options. Click Next.
On the Distribution Points page, you can specify how clients interact with the DPs to retrieve content from reference packages. Click Next.
Review the selected options and click Next.
The Deployment targeted successfully to the collection. Close the 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.
On Target Computers, depends on deployment settings. Press the 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.
Complete the Task Sequence Wizard by selecting the appropriate UDI-based task sequence. At the appropriate task sequence step, the UDI Wizard starts.
Here will be progress bars for the entire Task Sequence as well as for each step of the Task Sequence.
When the process initiates, It will first download the Toolkit Package which includes all the required scripts and needed files that need to use MDT.
Once the Gather, and Validate phases are completed, you will be prompt with added UDI Wizard pages.
Complete the UDI Wizard based on the wizard pages selected and the sequence of the wizard pages.
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 😊