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Getting started with OS Deployment

The following is a description of the steps that you have to go through to set up OSD. In the following table, the steps are described one by one.

PhaseDescription
SetupRun the CapaInstaller setup to install CapaInstaller OS Deployment.How to install.
Build WinPE ImageIn the File menu choose to Create Boot File to create the customized Windows PE boot image.
⚠️ WAIK and ADK
You cannot successfully complete this step unless the Windows Automation Installation Kit (WAIK) or Windows Assessment and Deployment Kit (ADK) is already installed.
Windows Assessment and Deployment Kit (ADK) & The Windows Automated Installation Kit (AIK)
Define OS Deployment AdministratorIn the Options menu choose OS Deployment, security. Specify the user or group of users that should be able to manage the solution. It is highly recommended to specify a domain/AD security group.
Create OS Deployment Point(s)Create the appropriate OS Deployment Points. It is recommended to create at least 2 OS Deployment Points. These could have the following feature set:   Development OS Deployment Point: Within this environment, the solution is developed and tested before it is promoted to the Production environment.   Production OS Deployment Point: Within this environment, the actual OS deployment is performed.Create a new OS Deployment point.
Configure OS Deployment PointTo configure the OS Deployment Points, right-click on the object and choose Configuration. As a minimum, a user name and password have to be specified, however, it is recommended to do a full configuration before proceeding.Configure an OS Deployment point.
Create and configure a PXE boot serverTo be able to deploy an Operating System, a PXE boot server has to be created. The server should handle network boot requests from the clients.Create a new PXE server.
Create ImageCreate the OS Image needed. The CapaInstaller OS Deployment solution does not support Image files with multiple Operating Systems built in. This has been decided to reduce network traffic when the image is downloaded. Consequently, you have to create an image for each of the operating systems needed.Preparing a Windows Image for OSD
Create Model and add driversCreate the Models that the solution should support and add appropriate drivers.For creating models: Create a new model. For creating drivers: Create a new driver.
Create a configuration scriptDuring the installation, you can customize the installation using scripts. By default, 6 different scripts are invoked at different phases in the installation.Create a new script.
Create OS Deployment ServerCreate at least one OS Deployment Server. For obvious reasons, an OS Deployment Point can hold the OS Deployment Server role as well.Create a new OS Deployment server.
Boot the Client and install the desired operating systemBoot the client using Network boot, select the OS Deployment Server and launch the Windows PE with the CapaInstaller OS Deployment Client. Select name, operating system and disk configuration.OSD client process
System is readyThe computer is now installed with the desired OS and packages are ready to be deployed to the client.