Microsoft

Get IT Done: Learn to exploit Win2K's disk cloning support

Use Sysprep.exe to help accelerate the imaging process.


One of the most important new features in Windows 2000 is support for disk cloning. Sure, some IT professionals will argue that the inclusion of directory services is the greatest enhancement, while others will claim that improved security and five 9s reliability are the strongest selling points. But if you ever need to deploy multiple desktops configured identically (and who doesn’t?), you’re likely to find yourself singing the praises of Win2K’s newfound disk imaging support.

Whether you’re working in a large enterprise environment, administering systems for a small business, preparing for an MCP exam, or any combination of the above, you need to be familiar with the disk imaging process.
Receive Paperchase Digest in your e-mail box each Friday and catch every column, along with timely tips and reviews not found on the site! It’s easy, and it’s free. Just go to the TechMails page and sign up for Erik Eckel’s Paperchase Digest to ensure that you keep up-to-date on the latest certification tips, shortcuts, news, and more!
The Sysprep story
Disk cloning isn’t new, of course. The process of installing an operating system, adding software applications, configuring the system for network use, and then creating a duplicate disk image has been around for years.

Typically, administrators use a third-party program, such as Powerquest’s Drive Image or Symantec’s Ghost, to create the cloned image. None of that changes in Windows 2000. However, Windows 2000 includes a new program, Sysprep.exe, to help accelerate the imaging process. Sysprep improves disk image deployments by preparing the disk for imaging and creating security account information unique to each machine.

The first time a user logs on to a system that has been deployed using Sysprep, a mini-Setup program runs. When the mini-Setup finishes, Windows 2000 generates a new user account and security identifier (SID). The creation of new SIDs is one of the most important functions of the Sysprep tool. This step prevents duplicate SIDs from existing on the same network, which would cause trouble in both workgroup and domain environments.

Terminology
Before we look at how you can put Sysprep to work, here’s a quick overview of the terms we’ll use to describe the process. Microsoft calls the system you use to prepare the image the reference or mastercomputer. The machine that distributes the cloned image is called the distribution system. The system that receives the image is the destination or target machine, as shown in Figure A.

Figure A
Disk cloning requires a reference machine, a distribution system, and a destination machine.


Steps to follow
Sysprep use is fairly straightforward. First, you need to create the image you want to duplicate. You should perform this action on the reference computer. Load Windows 2000 (Professional or Server) with as many applications, services, and customized settings as you want to deploy to future systems.

Once the disk is configured, verify that the operating system and applications are working properly. Really. Do it. The world will wait. You’ll thank yourself later.

The next step is to execute Sysprep.exe from a command line—but first, you’ll need to find it. You have to extract it from the Deploy.cab file found in the Support/Tools folder on the Windows 2000 CD-ROM. The following switches are supported:
  • -nosidgen—Instructs Sysprep not to re-create a SID on startup
  • -pnp—Forces a plug and play detection on the next restart
  • -quiet—Instructs Sysprep to run with no user interaction
  • -reboot—Instructs Sysprep to restart the reference machine, as opposed to shutting it down when Sysprep’s operations complete

Follow the prompts Sysprep provides. Then, run your third-party disk imaging software on the reference system when Sysprep completes. Finally, save the master image to a shared network drive or burn it to a CD-ROM.

That’s it! You’re ready to deploy the image by connecting to it over your LAN from a destination machine, using the CD-ROM, or even sharing out the CD-ROM drive.

After the target machine is booted with the new image, the mini-Setup program runs. This mini-Setup program is the second most important feature Sysprep offers.

Don’t sweat the presence of a different network card or display adapter. The mini-Setup program includes plug and play capability. As long as Windows 2000 recognizes the device, you’re in good shape.

The mini-Setup program will prompt the user for a new computer name and new administrator password, too. Among the items the mini-Setup program manages are:
  • Acceptance of the end-user licensing agreement.
  • Creation of a new username.
  • Creation of a new company name.

What about Sysprep.inf?
Prior to running Sysprep, you can specify the answers the mini-Setup program will need. Just use the Windows 2000 Setup Manager Wizard, which is triggered by executing the Setupmgr.exe command. You can unload the Setupmgr.exe file from the Deploy.cab file found in the Support/Tools folder on the Windows 2000 CD-ROM.

The Windows 2000 Setup Manager Wizard will enable you to create a Sysprep.inf answer file, which you can use to provide unique information for the destination systems, including network settings, regional settings, and the like.

The mini-Setup program checks for the Sysprep.inf file. Specifically, the Setupcl.exe program processes the Sysprep.inf file. Setupcl.exe is also responsible for changing the machine’s SID.

The mini-Setup program looks for the Sysprep.inf answer file in the Sysprep folder on the reference system’s root drive. If the mini-Setup program finds the Sysprep.inf file, it runs it. If not, it continues on its merry way. Incidentally, the Sysprep.inf file can also be stored on a floppy drive and should be inserted in the destination machine immediately after the boot loader appears.

If you choose to use a Sysprep.inf answer file, the three following files must all be located in the same subfolder:
  • Sysprep.exe
  • Setupcl.exe
  • Sysprep.inf

Gotchas to watch for
Despite the best of efforts, using Sysprep still exposes IT professionals to the occasional curveball. Make sure you avoid common issues.
  • When installing and configuring the reference computer, check that the Windows 2000 operating system, each application, and all customized settings work as you intend before running Sysprep. If you include an error in your image, then you will encounter the error every time you deploy a system using the image (trust me on this one). It’s an exponential headache you don’t want.
  • Ensure that all the required files are present in the Sysprep subfolder. If they’re not, you’re dead in the water.
  • Watch out for systems possessing different hardware abstraction layers (HALs) or Advanced Configuration and Power Interface (ACPI) support. Those machines will ruin your day if you try disk cloning to deploy them. When deploying disk images, the destination machine and the reference system must share the same HALs, ACPIs, and mass storage devices.
  • Keep a wary eye out for components that require Active Directory services, too. For example, you can’t create new user or computer accounts using Sysprep. Those accounts have to be created first within Active Directory.

Looking for more information?
While disk cloning can save significant time deploying similar machines, it’s not without its drawbacks. The new Sysprep utility makes the imaging process much easier.

Microsoft has built an excellent short tutorial on its site. You can find it by searching for the following on the Microsoft Web site: Support WebCast: Cloning Windows 2000 and Using Sysprep.
If you'd like to share your opinion, start a discussion below or send the editor an e-mail.

Editor's Picks

Free Newsletters, In your Inbox