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Windows Server 2008 : Understanding the Windows AIK (part 2) - Understanding Windows SIM and Answer Files

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12/27/2010 9:04:18 AM

Understanding Windows SIM and Answer Files

Windows System Image Manager (SIM) is the tool you use to create and manage answer files, which are used to perform unattended installs of Windows. Windows SIM provides a graphical user interface for creating new answer files and customizing the settings to be used for installing Windows (Figure 2).

Figure 2. The Windows SIM interface


The five panes of the Windows SIM shown in the figure are:

  • Distribution Share Shows the currently open distribution share folder and its subfolders. This pane enables you to select, create, explore, and close distribution share folders as well as add items from the open distribution share folder to your answer file. Distribution shares are discussed further later on in this section.

  • Windows Image Shows the currently open Windows Image (.wim) file and the components and packages it makes available for installation. You usually open a .wim file before you create an answer file to perform an unattended installation of Windows. More information about .wim files is available later in this section.

  • Answer File Shows the different configuration passes used by Windows Setup and any answer file settings you have added for processing during each pass.

  • Properties Shows the properties you can configure for the answer file setting currently selected in the Answer File pane.

  • Messages Displays informational messages about the correctness of XML syntax for an answer file, the validity of its settings for the version of Windows you want to install, and other types of messages.

Using Windows SIM, you can do the following:

  • Create a new answer file and configure settings for components and packages so that these settings are processed during a particular configuration pass.

  • Edit the settings in an existing answer file.

  • Add third-party drivers, applications, and other packages to an answer file.

  • Validate an answer file to ensure that it is syntactically correct and its settings are applicable for the version of Windows being deployed.

  • Create a distribution share for performing an unattended install of Windows over the network.

  • Create a configuration set for performing an unattended install of Windows when a network is not available.

In Windows SIM terminology, a component is a part of the Windows operating system that specifies the files, resources, and settings for a specific feature of Windows or some part of a feature. Many components include unattended installation settings that can be used for customizing the way they are configured during a Windows installation. In contrast, a package is a group of files that can be used to modify some feature of Windows. The types of packages available can include service packs, security updates, language packs, and hotfixes. Packages can also include unattended installation settings that can be used for customizing the way they are configured during a Windows installation.

When you configure an unattended installation setting for a component or package, you also choose the configuration pass during which this setting will be processed. A configuration pass is a phase of Windows installation, and Windows Server 2008 Setup includes seven configuration passes that can be used during an installation. Different portions of Windows are installed during different configuration passes, and you can even specify that an unattended installation setting be processed in more than one configuration pass if needed.

A distribution share is a set of folders for storing third-party drivers, applications, and packages issued by Microsoft such as software updates and service packs. Distribution shares are optional and can be created and managed on the technician’s computer by using Windows SIM, although you can also create distribution shares manually if you prefer. In contrast, a configuration set is a self-contained file and folder structure that contains only the files that are needed to control the installation process. Basically, a configuration set is a smaller version of a distribution share, and it can either be stored on a network share or copied to removable media for installation of Windows without a network. The files in a configuration set contain the same information as the distribution share but have been converted to binary form.

Distribution shares or configuration sets, together with answer files, can be used to perform unattended installs of Windows over the network onto bare-metal systems. Figure 3 shows the folder structure created when you use Windows SIM to create a new distribution share.

Figure 3. Folder structure for a distribution share


The subfolders of a distribution share have the following purposes:

  • $OEM$ folders Contain files used to brand custom applications, add them, or both to your installation of Windows. This is an earlier deployment technology that is still supported in Windows Server 2008, but the preferred approach to add new files and resources to Windows installations is to use data images. A data image is an additional .wim file that contains applications, files, or other resources to supplement the main .wim file used to install Windows itself. For more information about .wim files, see later in this section.

  • Out-of-Box Drivers folder Contains additional device drivers you want to install during Windows Setup.

  • Packages folder Contains software updates for Windows such as service packs, language packs, security updates, and other types of updates. Packages must be imported into this folder by using Windows SIM, and once you’ve imported the package, you can add it to your installation by using Windows SIM and configure any settings available for the package.

Device Drivers and Windows Setup

Sometimes, to install Windows successfully, you will need additional device drivers, and it’s important to understand the difference between the types of device drivers and how they can be added to a Windows installation:

  • In-box drivers These are generally .inf-based drivers that are included with Windows itself. Another type of in-box driver, however, is one that is installed by using a Windows Installer (.msi) file, and this type of driver is added using the same method by which applications are added to an installation.

  • Out-of-box drivers These are additional .inf-based drivers you add to Windows Setup by using the Windows SIM. Out-of-box drivers must be located in the Out-of-Box Drivers folder of your distribution share, and they are typically processed during the auditSystem configuration pass of Setup. If your out-of-box drivers are boot-critical drivers, however—drivers needed to boot the system itself successfully—then these drivers must be added to the windowsPE configuration pass instead by configuring the Windows-PnpCustomizationsWinPE component, using Windows SIM.


The answer files you create by using Windows SIM are XML files that contain definitions and values for the different settings you configure for your unattended installation of Windows. Answer files are usually named one of the following:

  • Unattend.xml An answer file used for most types of unattended installs of Windows Server 2008. Unattend.xml is a single XML answer file that controls almost all phases of the unattended install process. By way of comparison, previous versions of Windows such as Windows Server 2003 and Windows XP Professional used multiple types of answer files to control different phases of the installation process.

  • Autounattend.xml An answer file used for unattended installs of Windows using the DVD-boot method. To boot from the Windows Server 2008 product DVD and perform an unattended install, you copy your Autounattend.xml answer file to the root of a floppy disk or USB flash device. This is similar (but not identical to) how you used a Winnt.sif file to perform boot-from-CD installations of previous versions of Windows.

To see what an XML answer file looks like, examine the different sections of the autounattend_sample.xml file found in the %ProgramFiles%\Windows AIK\Samples folder:

<?xml version="1.0" encoding="utf-8"?>
<unattend xmlns="urn:schemas-microsoft-com:unattend">
<settings pass="Windows PE">
<component name="Microsoft-Windows-Setup" processorArchitecture="x86"
publicKeyToken="31bf3856ad364e35" language="neutral" versionScope="nonSxS"
xmlns:wcm="http://schemas.microsoft.com/WMIConfig/2002/State"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">

After this header information, which specifies things such as the configuration pass during which the settings that follow are processed (Windows PE), the component being installed (Microsoft-Windows-Setup), and the architecture of the system on which Windows is being deployed (x86), the disk partition and formatting scheme is specified:
            <DiskConfiguration>
<Disk>
<CreatePartitions>
<CreatePartition wcm:action="add">
<Order>1</Order>
<Size>20000</Size>
<Type>Primary</Type>
</CreatePartition>
</CreatePartitions>
<ModifyPartitions>
<ModifyPartition wcm:action="add">
<Active>true</Active>
<Extend>false</Extend>
<Format>NTFS</Format>
<Label>OS_Install</Label>
<Letter>C</Letter>
<Order>1</Order>
<PartitionID>1</PartitionID>
</ModifyPartition>
</ModifyPartitions>
<DiskID>0</DiskID>
<WillWipeDisk>true</WillWipeDisk>
</Disk>
<WillShowUI>OnError</WillShowUI>
</DiskConfiguration>


The next section specifies the product key to be used for the install and accepts the End-User Licensing Agreement (EULA).

   <UserData>
<ProductKey>
<Key>&lt;productkey&gt;</Key>
<WillShowUI>OnError</WillShowUI>
</ProductKey>
<AcceptEula>true</AcceptEula>
</UserData>

The section that follows tells Setup to install Windows on the partition created earlier:

           <ImageInstall>
<OSImage>
<InstallTo>
<DiskID>0</DiskID>
<PartitionID>1</PartitionID>
</InstallTo>
<WillShowUI>OnError</WillShowUI>
</OSImage>
</ImageInstall>
</component>

Settings for another component are now specified. These settings indicate that the language to be used during Setup is U.S. English.

        <component name="Microsoft-Windows-International-Core-WinPE"
processorArchitecture="x86" publicKeyToken="31bf3856ad364e35"
language="neutral" versionScope="nonSxS"
xmlns:wcm="http://schemas.microsoft.com/WMIConfig/2002/State"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<SetupUILanguage>
<UILanguage>en-us</UILanguage>
</SetupUILanguage>
<InputLocale>0409:00000409</InputLocale>
<SystemLocale>en-us</SystemLocale>
<UILanguage>en-us</UILanguage>
<UserLocale>en-US</UserLocale>
</component>
</settings>

The next section contains settings that are to be processed during the oobeSystem configuration pass, which are applied during the first-boot experience for end users. These settings indicate that Sysprep is to be run in audit mode to reseal the system before delivery to the customer:

   <settings pass="oobeSystem">
<component name="Microsoft-Windows-Deployment"
processorArchitecture="x86" publicKeyToken="31bf3856ad364e35"
language="neutral" versionScope="nonSxS"
xmlns:wcm="http://schemas.microsoft.com/WMIConfig/2002/State"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<Reseal>
<Mode>Audit</Mode>
</Reseal>
</component>
</settings>

The final section, which follows, contains settings to be processed during the specialize configuration pass, in which machine-specific information for the image is applied. An original equipment manufacturer (OEM) might use this section to indicate the make and model of the system and provide telephone support information for end users. Corporate users might use this section to specify contact information for department heads or URLs for support of Web sites on the company intranet.

    <settings pass="specialize">
<component name="Microsoft-Windows-Shell-Setup"
processorArchitecture="x86" publicKeyToken="31bf3856ad364e35"
language="neutral" versionScope="nonSxS"
xmlns:wcm="http://schemas.microsoft.com/WMIConfig/2002/State"
xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">
<OEMInformation>
<Manufacturer>&lt;manufacturer&gt;</Manufacturer>
<Model>&lt;model&gt;</Model>
<SupportHours>&lt;support hours&gt;</SupportHours>
<SupportPhone>&lt;support phone&gt;</SupportPhone>
</OEMInformation>
</component>
</settings>

<cpi:offlineImage cpi:source="catalog:c:/dan/install_windows vista
ultimate.clg" xmlns:cpi="urn:schemas-microsoft-com:cpi" />
</unattend>

More Info: Windows SIM and Answer Files

Additional information about the Windows SIM can be found in the Deployment Tools Technical Reference section of the WAIK.chm Help File in the Windows AIK. Detailed information about individual answer file settings can be found in the Unattended Windows Setup Reference in the Windows AIK.


Other -----------------
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