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Error DataBase-One Place all Solutions .: Operating Systems .: Windows Operating Systems .: Windows 2003 .: How to Install and Configure Windows 2003 Remote Installation Services (RIS)

How to Install and Configure Windows 2003 Remote Installation Services (RIS)

RIS is Microsoft's version of 3rd party imaging software such as Symantec's Ghost. RIS uses various technologies, such as PXE and DHCP to install clean installations, (not upgrade), of several operation systems. The PXE protocol is a combination of DHCP and TFTP, where DHCP is used to locate a boot server or servers, with TFTP used to download the initial bootstrap program and additional files. The bootstrap program can then begin the OS installation.

Step 1 - Install the Remote Installation Service

RIS Prerequisites:

RIS requires a DHCP server, a DNS server, and an Active Directory Domain Controller, all of which can be on the same server or a standalone server, it doesn't matter as long as they are accessible. The RIS server will need at least a 2GB NTFS partition and the client image cannot be stored on the system drive

RIS clients need to be PXE compliant. If in the client's BIOS screen or Boot Device options there is an option for "Network Boot" then the chances are that the computer is PXE compliant.

Although it is not necessary, an isolated subnet with an isolated domain can offer security for the RIS Service as well as making it impossible for users to accidentally start a RIS install and lose their data.

Limitations of RIS:

RIS delivers only clean installs of XP Professional, you cannot use this technology to upgrade clients such as Windows 98 to XP.  While you cannot use RIS to install domain controllers, you can have Windows Server 2003 stand alone servers which can then join the domain and promoted to domain controllers.  Wireless networks do not support PXE network cards, so you cannot use the wireless medium to install XP Professional via RIS.
The RIS Server can be a Member Server, in fact it's probably BETTER to offer RIS from a Member Server than a Domain Controller.

Once these conditions have been met then The Install can begin from the Add/Remove Program Control Panel:

Windows Components Setup from the Add/Remove Programs Control Panel

Tick the "Remote Installation Services" Checkbox and press Next.

Windows Component Setup Copying Files

Windows will then copy the necessary files,you may be prompted for the windows CD.

Windows Components Setup File Copy Finished

Once the files have been copied, press Finish.

Windows Components Setup Might Ask you to Restart the Server.

If required, restart the server just now.

Start RIS from the Administrative Tools Start Menu Shortcut

Once you have logged in again, start RIS from the Administrative Tools start menu shortcut

RIS Setup Start

Press Next

RIS Setup Select Folder

Any folder can be used as long as it is NTFS and not the system drive

RIS Setup Folder Already Exists

If the folder you selected already exists then you will be asked to confirm your choice.

RIS Setup Initial Settings

The above setting mean that any pc that contacts the server will be accepted for RIS install. By ticking the other box, the client PC's Computer account must first be created in Active Directory. If no boxes are ticked then no RIS installations will take place. These settings can be changed after the Installation has finished.

RIS Setup OS files Location

Here you enter the location of your XP Setup Files. Any location can be used, CD, local copy or network location.

RIS Setup Image Name

This is the name of the folder that the image will be stored in, if it is not a standard image, then this can be reflected in the name.

RIS Setup Image Description

Here the Image description can be entered, again if it is not a standard image, then this can be reflected in the description.

RIS Setup Confirmation

A brief reminder of the selections made and a chance to go back if something needs changed, otherwise press Finish.

RIS Setup Installing Window

the Install process will take about 30 min's, if there are any errors, they will be displayed.

RIS Setup Install Complete

Once complete press Done, RIS is now ready to use

 

Step 2 - Further Configuration for Extended Use

Open Active Directory Users and Computers

RIS Setup AD Server Account

The properties of the Server's computer account will display the configuration options

RIS Setup Server Properties

here you can change the Server respond settings and also Verify the server configuration . Press Advanced Settings

RIS Setup Advanced Settings

The naming convention for the Computer accounts can be customized here, for the Client install to be as automatic as possible select custom as above.

RIS Setup Computer Naming Convention

The above format will ensure that the server creates incremental names for the computer accounts, if the RIS server is on an isolated domain, then this setup ensures that you don't have to create/delete/modify the computer accounts as they will have no effect on your live domain.

RIS Setup Add New Iimage

Here you can install a new image for another OS or another version of the same OS. Press Add

RIS Setup Add new Answer File

The "Add new installation image" option takes you through the same process as we have just completed to create a new image. The "Associate a new answer file to an existing image" option allows you to customize the RIS image further, choose this option.

RIS Setup Choose Answer File

The "Windows image Sample Files" option allows you to choose between 2 preset answer files, a standard one and one that does not repartition the hard drive. The "Another Remote Installation Server" option allows you to select an answer file already configured on another RIS server. The "An Alternate Location" allows you to select an answer file from a local or network drive, choose this option.

RIS Setup Select Installation Image

Choose the Image you want to add the answer file to.

RIS Setup Locate Answer File

Locate the Answer file with the Browse button, it must have the .sif extension, To learn how to create an answer file click here.

RIS Setup New Answer File Description

Enter a Description and Help Text

RIS Setup New Answer File Review

Review your settings and press Finish

RIS Setup New Answer File Added

Your new Answer file has been added, both choices will now be available to the RIS Client.

RIS Setup New Image Properties

Few properties are configurable but by pressing Permissions:

RIS Setup NEW Image Security

You can decide who can Read/Modify the answer file.

 

To Allow User to install a Client Image using RIS

In order for normal users to install an OS with RIS they must be able to create computer accounts in the domain, this is done as follows:

Open Active Directory Users and Computers from the Administrative Tools Program Menu or by typing dsa.msc at the run prompt:

RIS Setup AD Delegate Control

Select Delegate Control from the Domain Context Menu

RIS Delegate Control Add User

Press Add and select the User(s) you want to grant the permission to

RIS Delegate Control User Added

Press Next

RIS Delegate Control Join Computer to Domain

Press Next

RIS Delegate Control Finished

All Done, the specified users can now use RIS to install an OS image.

 

Step 3 - Using Symantec Ghost with RIS

RIS can be used to deploy Ghost images to any PXE compliant RIS client by using the following method:

Using RIS with Ghost

Open Symantec Ghost Console and select Tools/Boot Wizard

Using RIS with Ghost Create RIS Boot Disk

Symantec Ghost must be installed on a RIS server for the RIS option to appear. Press Next

Using RIS with Ghost Select Network Drivers

Here you select the network card drivers used for this boot disk, most common drivers are included but you can download other versions from the manufacturers website and add them here too.

Using RIS with Ghost Select DOS Version

Here you can choose the DOS version to br used for the boot disk, PC-DOS will do but if necessary you can use MS-DOS from a floppy disk.

Using RIS with Ghost Command Line

Here you select the Ghost.exe file to be used on the boot disk and any command line parameters that you need.

Using RIS with Ghost - Extra Options

More options but both are unnecessary for a RIS image deployment.

Using RIS with Ghost - DHCP

For use with RIS leave this as above, RIS uses DHCP after all so the service will be available.

Using RIS with Ghost Choose Image Name

An image specific Boot Name.

Using RIS with Ghost Confirmation

A last chance to change any settings.

USing RIS with Ghost Finished

All Done, press Finish.

Using Ghost with RIS Imagr Folder

Close Ghost Console and locate the RIS folder, created when you installed RIS, the new ghost image will have been added to the appropriate location as above.

Step 4 - Troubleshooting RIS

RIS Client Does Not Connect to RIS Server

Open The DHCP Management Console on the DHCP Server that serves the RIS clients:

RSI Troubleshooting DHCP MMC

Right-click on Scope Options and select Configure Options

RIS Troubleshooting DHCP Options

Ensure that option 066 Boot Server Host Name holds either the RIS Server's IP Address or it's DNS Name

RIS Troubleshooting DHCP Options

Ensure that option 067 Bootfile Name holds the location of the bootstrap program loader, in the Standard windows RIS Install the location is OSChooser\i386\startrom.com

RIS Troubleshooting DHCP Scope Options

Attempt the RIS install again.

 

RIS Client Does Not Pick up an IP Address

Check that you can reach the DHCP server and check that the server is Authorized in Active Directory. Right-click on the DHCP Server in the DHCP Management console and select Authorize

 

My Client is not PXE Compliant

There is a program called rbfg.exe located at RISFolder\Admin\i386, this program creates a Specialized boot disk that can be used when the network card is not PXE compliant, however, the included drivers are limited, but it might work.

 

Create an Unattended Install Answer File

Explore the windows XP or windows 2003 Install CD and open the Deploy.cab file in the Support\Tools folder

Create Answer File Browse CD

Extract and run Setupmgr.exe

Create Answer File Run Setupmgr.exe

Press Next

Create Answer File Choose Answer File Type

Select Remote Installation Services (RIS) and press next

Create Answer File Select OS

Choose which OS you want to install, please note that although you can Install windows 2003 with RIS, you cannot make it a Domain Controller.

Create Answer File Choose Level of Interaction

Here you choose the level of Interaction that will be required during the RIS install, choose Fully Automated.

Create Answer File EULA

Accept the terms of the License Agreement

Create Answer File Options

Go through the options and configure them as you see fit. When finished press Finish and the Answer file will be saved to a location of your choosing.

 

Create a Ghost Image Bootable DVD

A Ghost Bootable DVD is not a necessary part of windows RIS, but it provides a means of making your Ghost Images portable. Once you have added the ghost component to RIS in step 3 then you can create an image using GhostCast Server that comes as part of the Symantec Ghost Server.

Once an image has been created save it to a folder on a pc or server that has a DVD Writer and a copy of Nero installed. Name the image as image.gho

You will also need a Windows 98 Boot disk, alternatively you can create a DOS boot disk in Ghost console by selecting the "CD/DVD Startup Disk with Ghost" option in Ghost Boot Wizard Tools menu. Download a copy of GhostBootDiskFiles and add them to the folder.

The file autoexec.bat contains the following text:

The text that starts with ECHO is what is displayed on screen during the ghosting process, change this to whatever suits you.

@echo off

MSCDEX.EXE /D:CDROM /L:R

CLS
ECHO Initializing Ghost Recovery....
ECHO.

CLS
ECHO Do you wish to Restore Windows Xp to its Original State?
ECHO All Data will be erased!
ECHO Yes or No [y/n]
ECHO.
ECHO Setup will automatically exit after 15 Seconds.
ECHO.

R:\CHOICE.com /N /T:n,15

IF errorlevel 2 GOTO No
IF errorlevel 1 GOTO Yes

:Yes
R:\ghost -clone,mode=load,src=R:\Image.gho,dst=1 -sure
GOTO End

:No
exit

:End
exit

 

Also copy the files to the DOS boot Floppy and overwrite files if asked. The last file that you will need is Ghost.exe which can be found in the program folder of the Symantec Ghost Server, copy this to the folder too. you should now have a folder that looks like this:

Make sure the DOS boot disk into the drive and start Nero.

Ghost Boot DVD with Nero

Select DVD-ROM(Boot) and on the right select "Bootable logical drive (must fit on the DVD), im currently working on my laptop which has no floppy drive so this option was not available, but in your case make sure that you select the drive that has the floppy disk in it. Select the ISO Tab.

Ghost Boot DVD with Nero

Set as above and press the label tab.

Ghost Boot DVD with Nero

You can change the name as you see fit, No options need to be configured on the Dates or Misc tab so press Burn.

Ghost Boot DVD with Nero

Burn at whatever speed you like and press New.

Ghost Boot DVD with Nero

Copy the files from the folder you made earlier on and burn the DVD. Once complete you DVD should be ready to use, but remember that the DVD will overwrite all files that are currently on the PC, so make a backup of any important documents.


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