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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:

     5

    ;;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