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High-Touch with Retail Media

The High Touch with Retail Media strategy is for small organizations that do not have information technology (IT) staff or have IT staff members without deployment experience. They have fewer than 100 client computers and small, unmanaged networks with distributed locations.

Typically, small organizations manually install Windows software from retail media, manually install applications from their media, and then manually configure the client computer to suit their needs.

Investing in a totally automated deployment solution is often beyond the means of a small organization because of the technical expertise and time investment that is requirement by the IT staff. Automating Windows installation from retail media can help streamline and create a more reproducible installation process. This strategy works well in small organizations, because it does not require a significant investment to support an infrequent task, which allows business owners time to focus on satisfying customers rather than installing an operating system.

About the Strategy

When small organizations order new client computers, their original equipment manufacturers (OEMs) and partners (companies that help organizations adopt and use technology) often build these computers to order. The organization receives the new computers with the operating system already installed. So, deploying software on new computers is not a process that many small organizations need to perform—they simply unpack the computer, turn it on, and connect it to their network.

Many small organizations do not want to purchase new computers, but they would like to realize the benefits of the Windows 7 operating system. For example, in this scenario, small organizations can easily refresh or upgrade existing computers with Windows 7. (Refreshing involves installing a clean copy of the operating system without keeping applications or settings, while upgrading maintains the applications and settings).

To refresh or upgrade an operating system, they typically run the Setup program from the retail media and answer each prompt. This process is repetitive in small offices, in Internet cafés, and when developing and testing software. If this is your current process, you can save time and effort and provide a more reproducible outcome by using an Unattend.xml file with Windows Setup to automate the installation.

The Windows Setup program supports you in automating the installation process as follows:

  • Partitioning the hard disk. You can create and format one partition or use a custom layout.

  • Installing device drivers. You can add device drivers during installation. This ensures that the computers are ready to use immediately after installing the Windows operating system.

  • Installing applications. Adding applications during installation is simple, and a silent installation helps create a streamlined, reproducible deployment process.

  • Applying updates. Some updates should be installed during deployment to ensure that client computers start with the highest level of security.

  • Configuring settings. You can customize hundreds of settings during deployment—everything from the computer name to the Windows Internet Explorer® home page.

  • Enabling or disabling features. You can easily and automatically add or remove Windows features to create a completely custom installation.

  • Suppressing the Setup user interface (UI). Suppressing the user interface helps limit users’ interaction with the Setup program, minimizes user errors, and enables organizations to use less skilled resources to install the operating system.

The answer file is the component that enables small organizations to script the installation of Windows 7. Answer files are Extensible Markup Language (XML) files that contain settings that configure Windows 7 during installation. Settings include the computer name, organization name, time zone, workgroup name, and so on. You use the Windows System Image Manager (Windows SIM) to create answer files, which typically have the file name Unattend.xml. Additionally, non-Microsoft Web sites are available for creating Unattend.xml files without installing or using Windows SIM.

Strategy Requirements

The following elements are required to use the High Touch with Retail Media strategy:

  • Windows 7 retail media

  • Windows SIM from the Windows Automated Installation Kit (Windows AIK)

  • A removable storage device, such as a USB flash drive, to store the Unattend.xml file

noteNote
A number of non-Microsoft Web sites enable you to create an Unattend.xml file without using the Windows AIK. These Web sites are useful substitutes for quickly and easily creating an Unattend.xml file. However, we recommend that you do not enter confidential information on these Web sites. Instead, we recommend that you enter placeholders, and then substitute the actual values in the Unattend.xml file after you download it to your computer.

For example, instead of providing your product key to a non-Microsoft Web site, type XXXXX-XXXXX-XXXXX-XXXXX-XXXX on the Web site. Then, open a text editor (such as Notepad), copy the Unattend.xml file that you downloaded, and substitute your actual product key for the placeholder values.

Strategy Limitations

The High Touch with Retail Media strategy has the following limitations:

  • Deploying too many client computers. Customers who want to deploy the Windows operating system to many computers, to the same computers repeatedly (common for Internet cafés and developers), or to computers that have radically different configurations should consider using the High Touch with Standard Image strategy or the Lite-Touch, High-Volume Deployment strategy instead. The techniques that the Lite-Touch, High-Volume Deployment strategy advocate are better suited for deploying numerous configurations by using a single operating system image.

  • Deploying multiple Windows versions. The High Touch with Retail Media strategy is beneficial for customers with a small number of client computers and a single version of the Windows operating system (for example, Windows 7). Using one Unattend.xml file with multiple Windows versions is not supported because each Windows version can expose different features and settings. Therefore, if you are deploying multiple Windows versions, you must create an Unattend.xml file for each version.

Deployment Process

The following table describes the high-level deployment process for using the High Touch with Retail Media strategy. The left column describes the step, and the right column contains links to detailed information about completing that step.

 

Step More Windows 7 Information

1. Create an Unattend.xml file for the Windows version that you are deploying by using Windows SIM or a non-Microsoft Web site.

2. If you used a non-Microsoft Web site to create the Unattend.xml file, copy it in Notepad and edit your private information (for example, product key or passwords).

3. Copy the Unattend.xml file to your removable storage device. The Windows Setup program looks for this file in a variety of locations, but storing it on a USB flash drive is easiest.

Methods for Running Windows Setup

4. Insert the removable storage device in the client computer to which you are deploying Windows.

None

5. Optionally, if you are refreshing the computer with a new installation, use Windows Easy Transfer to save users’ documents and settings from the computer (you will restore them after refreshing the computer).

Step-by-Step: Basic Windows Migration for IT Professionals

6. Do one of the following:

  • Refresh. Run the Setup program by starting the computer with the Windows retail media in the DVD drive. When prompted to press a key to start the computer by using the DVD, press the space bar.

  • Upgrade. Run the Setup program by starting the computer using the currently-installed operating system, and then run Setup.exe from the retail media in the DVD drive.

7. Optionally, use Windows Easy Transfer to restore users’ documents and settings to the computer. This step is only necessary if you refreshed the computer with a new installation in the previous step.

Step-by-Step: Basic Windows Migration for IT Professionals

8. After installing Windows from the retail media, complete deployment by installing applications and configuring the computer as required.

None

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