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Windows Storage Server 2008 R2 OEM guide

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Windows Storage Server 2008 R2 OEM guide

Windows Storage Server 2008 R2 OEM

    Deployment Guide

    Microsoft Corporation

    Published: September 2010

Abstract

    This guide shows OEMs how to install Windows Storage Server 2008 R2 on a reference computer, how to customize that installation for standalone or clustered storage scenarios, and how to capture that installation as a master image for deployment to bare metal storage appliances.

Copyright information

    This document is provided “as-is”. Information and views expressed in this document, including

    URL and other Internet Web site references, may change without notice. You bear the risk of using it.

    This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.

? 2010 Microsoft Corporation. All rights reserved.

    Microsoft, Active Directory, ActiveX, Hyper-V, Internet Explorer, Windows, Windows PowerShell, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners.

Contents

    Windows Storage Server 2008 R2 OEM Deployment Guide ........................................................ 5 About Windows Storage Server 2008 R2.................................................................................. 5 Windows Storage Server 2008 R2 editions ........................................................................... 5 Hardware features supported in Windows Storage Server 2008 R2 ....................................... 7 Checklist: How to create and deploy a master image for Windows Storage Server 2008 R2 ..... 8 Before you begin .................................................................................................................... 10 Hardware ............................................................................................................................ 10 Network equipment ............................................................................................................. 10 Software ............................................................................................................................. 11 Step 1: Install Windows Storage Server 2008 R2 on the reference computer .......................... 12 (Optional) Install desired language packs ............................................................................ 12 Install 64-bit drivers ............................................................................................................. 13 Install Windows Server 2008 R2 updates ............................................................................ 13 Install Windows Storage Server 2008 R2 packages ............................................................ 14 Add required or optional storage server roles or features..................................................... 15 Add and configure the RDP website .................................................................................... 16 Add performance-specific registry keys ............................................................................... 18 Enable Windows Remote Management ............................................................................... 19 (Optional) Install non-Microsoft applications ........................................................................ 19 (Optional) Add your OEM software license terms ................................................................ 19 Step 2: Customize the end user installation experience for the usage scenario ....................... 20 Customizing the ICT window for a standalone storage appliance ......................................... 21 Customizing the ICT window for a clustered storage appliance ........................................... 21

    Create registry keys to enable automatic network discovery ............................................. 23

    Create a Sysprep answer file ........................................................................................... 24

    Customize the Nic.config file ............................................................................................ 24 Step 3: Reseal, capture, deploy, and test the master image ................................................... 26 Reseal the installation on the reference computer ............................................................... 26 Capture the master image ................................................................................................... 27 Deploy and test the master image ....................................................................................... 27 Step 4: Complete post deployment tasks ................................................................................ 28 Appendix A: Windows Storage Server 2008 R2 distribution .................................................... 28 Appendix B: Sample files ....................................................................................................... 29 Sample Unattend.xml file .................................................................................................... 30 Sample ConfigureClusterRole.ps1 file ................................................................................. 33 Sample Nic.config file ......................................................................................................... 34 Sample RDP website configuration script ............................................................................ 35

    Automate the RDP website configuration ......................................................................... 35 Appendix C: Registry keys ..................................................................................................... 38

    Windows Storage Server 2008 R2 registry keys .................................................................. 38

    HKLM\System\CurrentControlSet\Control\FileSystem ...................................................... 39

    HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Terminal Server ............. 40

    HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Terminal

    Server\WinStations\RDP-TCP ...................................................................................... 40

    HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Session

    Manager\Executive....................................................................................................... 40

    HKLM\System\CurrentControlSet\Services\LanmanServer\Parameters ........................... 41 Windows Storage Server 2008 R2 extensibility registry keys ............................................... 43

    HKLM\Software\Microsoft\NASOOBE .............................................................................. 43 Appendix D: Testing and troubleshooting ............................................................................... 46 Testing storage appliance remote access ........................................................................... 46 Enable VDS tracing ............................................................................................................ 47 Perform standard Windows Server 2008 R2 troubleshooting ............................................... 47 Troubleshooting ICT customization ..................................................................................... 48 Appendix E: SIS scalability limits ............................................................................................ 49 Appendix F: ICT extensibility and branding customization ....................................................... 50 Initial Configuration Tasks window ...................................................................................... 51

    Profile-based configuration .............................................................................................. 70

    Defining tasks by using XML attributes ............................................................................ 71

    Using RemoteApp and Desktop Connection to configure clusters .................................... 72 Appendix G: NASOOBE XML schema.................................................................................... 74 Appendix H: NASOOBE framework files ................................................................................. 84

Windows Storage Server 2008 R2 OEM

    Deployment Guide

    This document describes how to create a customized installation of Windows? Storage Server? 2008 R2 on a reference computer, capture that installation as a master image, and then deploy the master image to identical storage appliances. This guide uses tools that are provided in the Windows 7 OEM Preinstallation Kit (Windows OPK). For a comprehensive description of all the tools and supported deployment methods, see the Windows OPK User's Guide (Opk.chm), which is provided in the Windows OPK.

    This guide provides the following information:

    ;;About Windows Storage Server 2008 R2

    ;;Checklist: How to create and deploy a master image for Windows Storage Server 2008 R2

    ;;Before you begin

    ;;Step 1: Install Windows Storage Server 2008 R2 on the reference computer

    ;;Step 2: Customize the end user installation experience for the usage scenario

    ;;Step 3: Reseal, capture, deploy, and test the master image

    ;;Step 4: Complete post deployment tasks

    Note

    You must create individual images for each edition of Windows Storage Server 2008 R2

    that you intend to distribute. For example, you must create three different images for

    appliances running Workgroup, Standard, or Enterprise editions of Windows

    Storage Server 2008 R2.

    About Windows Storage Server 2008 R2

    A computer that runs Windows Storage Server 2008 R2 is referred to as a storage appliance.

    Windows Storage Server 2008 R2 is based on the Windows Server? 2008 R2 operating system, and it is specifically optimized for use with network-attached storage devices. Windows Storage Server 2008 R2 offers you a platform to build storage appliances that are customized for your hardware.

    In addition, installing the optional Microsoft? iSCSI Software Target 3.3 Application Pack enables you to offer customers block-level storage services, and it operates with a wide range of iSCSI initiators. Microsoft iSCSI Software Target 3.3 is a feature that you can preinstall in the factory or offer to customers for later installation.

    Windows Storage Server 2008 R2 editions

    You can offer your customers storage appliances containing one of the following editions of Windows Storage Server 2008 R2:

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    ;;Windows Storage Server 2008 R2 Workgroup ;;Windows Storage Server 2008 R2 Standard ;;Windows Storage Server 2008 R2 Enterprise The following table lists features that are supported in each edition of Windows

    Storage Server 2008 R2.

    Note

    Microsoft iSCSI Software Target 3.3 can be installed on all three editions of Windows

    Storage Server 2008 R2.

    Description Windows Windows Windows

    Storage Server 2008 R2 Storage Server 2008 R2 Storage Server 2008 R2

    Workgroup Standard Enterprise NAS segments Entry level Scale up High availability File sharing Yes Yes Yes (SMB or NFS)

    Print and Yes Yes Yes Document

    Services and

    DHCP Server

    roles

    Windows Yes Yes Yes Server backup

    DFS Yes Yes Yes Replication

    service

    FCI and FSRM Yes Yes Yes Domain join Yes Yes Yes Hardware RAID Yes Yes Yes iSCSI Software Yes Yes Yes Target 3.3

    Application

    Pack support

    Users 25 Unlimited Unlimited Disks 6 Unlimited Unlimited DNS and WINS No Yes Yes

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Description Windows Windows Windows

    Storage Server 2008 R2 Storage Server 2008 R2 Storage Server 2008 R2

    Workgroup Standard Enterprise

    RODC No Yes Yes

    SIS No Yes Yes

    Virtualization No Yes Yes

    (Hyper-V? host

    or guest

    support)

    Hosted cache No No Yes

    Failover No No Yes

    clustering

    Simplified No No Yes

    cluster setup

    Search Yes Yes Yes

    Notes

    When configuring Windows Storage Server 2008 R2 for failover clustering, we

    recommend that you have separate network interfaces for cluster communications and

    public communications.

    When configuring Windows Storage Server 2008 R2 for failover clustering, you can use

    network adapter teaming for the public network interfaces only, and only if they are not

    used by Microsoft iSCSI Software Target 3.3.

    When configuring Windows Storage Server 2008 R2 for failover clustering with Microsoft

    iSCSI Software Target 3.3, you can take advantage of multiple network interfaces by

    using Microsoft Multipath I/O (MPIO) to provide load balancing and path redundancy. Hardware features supported in Windows

    Storage Server 2008 R2

    The following table describes features that are available in each edition of Windows Storage Server 2008 R2.

Description Windows Windows Windows

    Storage Server 2008 R2 Storage Server 2008 R2 Storage Server 2008 R2

    Workgroup Standard Enterprise

    Architecture x64 x64 x64

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    Description Windows Windows Windows

    Storage Server 2008 R2 Storage Server 2008 R2 Storage Server 2008 R2

    Workgroup Standard Enterprise CPU Sockets 1 4 8

    Random 32 gigabytes 32 gigabytes 2 terabytes access

    memory (RAM)

    Disks (number 6/Any/Any Any/Any/Any Any/Any/Any / interfaces /

    RAID type)

Checklist: How to create and deploy a master

    image for Windows Storage Server 2008 R2

    The following checklist provides an overview of the process for creating a master image that you

    can deploy to your storage appliances.

Task Reference

    Before you begin: Windows Storage Server 2008 R2 editions and

    Before you begin ;Review the features for each edition of

    Windows Storage Server 2008 R2.

    ;Obtain and install the Windows 7 OPK (if

    not already installed).

    ;Review the resources needed to complete

    the deployment process.

    Step 1: Install Windows Server 2008 R2 on the Step 1: Install Windows reference computer (use Windows Storage Server 2008 R2 on the reference

    computer Server 2008 R2 Standard as the basis for the Workgroup and Standard editions of Windows Storage Server 2008 R2, and use Windows

    Server 2008 R2 Enterprise as the basis for Windows Storage Server 2008 R2 Enterprise)

    1. (Optional) Install language packs. Windows

    Storage Server 2008 R2 supports 11

    languages.

    2. Install the Windows Server 2008 R2

    operating system updates that are

    provided in the Windows Server 2008 R2

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Task Reference

    OPK.

    3. Install the storage server-specific features

    that are provided in the Windows

    Server 2008 R2 Application Pack.

    4. Add and configure the Remote Desktop

    Protocol (RDP) website. This enables

    access to storage appliances over a

    network.

    5. (Optional) Add performance-specific

    registry keys. These keys increase the

    performance of the storage appliance when

    it is used as a file server.

    6. (Optional) Set Windows PowerShell?

    execution policy. This policy must be

    enabled if you customize the end user

    setup experience.

    7. Enable Windows Remote Management.

    This policy must be enabled if your storage

    appliance will be part of a failover cluster.

    8. (Optional) Install non-Microsoft

    applications. Complete this task only if your

    end users need to use custom applications

    to set up or manage the storage appliance.

    9. (Optional) Add your OEM software license

    terms in all the supported languages. If you

    need end users to accept your software

    license terms during the appliance setup,

    you need to add the agreement to your

    installation.

    Step 2: Customize the end users’ installation Step 2: Customize the end user installation

    experience for their usage scenario experience for the usage scenario ;Customize the Initial Configuration Tasks

    (ICT) window for your storage appliance

    (as a standalone appliance or as a node in

    a cluster)

    ;For a clustered storage appliance, enable

    cluster automatic network discovery by

    editing the registry and creating appropriate

    Nic.config and Unattend.xml files.

    Step 3: Reseal, capture, deploy, and test the Step 3: Reseal, capture, deploy, and test the

    master image master image

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Task Reference

    1. Reseal the installation on the reference

    computer

    2. Capture the master image

    3. Deploy and test the master image

    Step 4: Complete post deployment tasks Step 4: Complete post deployment tasks

    Tasks include actions such as preparing a

    System Recovery disc and providing end user

    documentation. Review your OEM software

    license terms for more details.

Before you begin

    Before you can create an image of a reference installation of Windows Storage Server 2008 R2, you must obtain and install the Windows OPK and other required hardware and software. Hardware

    ;;Technician computer. A technician computer can be any computer on which you will install

    the Windows OPK. The technician computer must be running an edition of the Windows

    Server 2003, Windows Server 2008, Windows Server 2008 R2, Windows Vista?, or

    Windows 7 operating systems. This computer must also have a network adapter; a working

    network environment; and a DVD-RW drive and a CD-RW drive (or a combination drive that

    supports DVDs and CDs).

    ;;At least one reference computer. A reference computer is a fully assembled computer

    (storage appliance) on which you install a customized installation of Windows

    Storage Server 2008 R2. After customizing the installation, you capture and store an image

    of the installation. If you plan to use a network for deployment or testing purposes, the

    technician computer and the reference computers require a network adapter and a working

    network environment.

    To test your deployment image for use in a two-node cluster, you may need a computer that

    is one identical to the reference computer to act as the second node on your cluster in

    addition to an attached (and configured) storage array.

    ;;(Optional) Destination computer. This must be running a 64-bit operating system and an

    exact duplicate of the reference computer. This computer is optional because the reference

    computer can be reused as the destination computer.

    ;;(Optional) External storage. A USB flash drive (UFD), or alternatively, an external USB hard

    disk can be used to store deployment resources when performing deployments locally. Network equipment

    Note

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