Author: fapeeler
Date: Tue Dec 11 20:40:57 2012
New Revision: 1420392

URL: http://svn.apache.org/viewvc?rev=1420392&view=rev
Log:
CMS commit to vcl by fapeeler

Modified:
    vcl/site/trunk/content/docs/windowsbaseimagecreation.mdtext

Modified: vcl/site/trunk/content/docs/windowsbaseimagecreation.mdtext
URL: 
http://svn.apache.org/viewvc/vcl/site/trunk/content/docs/windowsbaseimagecreation.mdtext?rev=1420392&r1=1420391&r2=1420392&view=diff
==============================================================================
--- vcl/site/trunk/content/docs/windowsbaseimagecreation.mdtext (original)
+++ vcl/site/trunk/content/docs/windowsbaseimagecreation.mdtext Tue Dec 11 
20:40:57 2012
@@ -1,4 +1,4 @@
-Title:  Create a Windows Base Image
+Title:  Install a Windows Base Image
 Notice:    Licensed to the Apache Software Foundation (ASF) under one
            or more contributor license agreements.  See the NOTICE file
            distributed with this work for additional information
@@ -16,151 +16,110 @@ Notice:    Licensed to the Apache Softwa
            specific language governing permissions and limitations
            under the License.
 
-This page describes how to create a Windows base image.These instructions 
should work regardless of the provisioning engine being used (xCAT, VMware, 
etc.).  Ignore the VMware Only sections if you are attempting to create an 
image using xCAT or some other bare metal provisioning engine.
+This page describes how to mount the Windows installation media and install 
Windows for a base image.
 
-###Requirements
+**Mount the Installation Media**
 
-You will need the following:
+The Windows installation media needs to be mounted as a drive on the computer. 
The method to do this varies widely based on the provisioning engine being used 
and resources available. The following lists some ways to mount the 
installation media:
 
- - Windows installation ISO file
- - Windows product key or KMS server address
- 
-The following must be done before an image can be captured:
+**VMware - Configure the VM to mount the ISO image as a CD-ROM drive**
+
+Note: these instructions assume a VM has already been created
 
- - A computer for the machine being captured has already been added to the VCL 
database
- - VMware Only:
-    - A VM host computer on which the guest is running as been added to the 
VCL database
-    - The guest VM has been assigned to the VM host via the Virtual Hosts link 
on the VCL website
-
-These instructions assume you have root access and are using a bash shell.
-
-
-####VMware Only: Create a Virtual Machine
-
-**Create a Virtual Machine**
-
-**VMware ESXi 4.x**
-
-The instructions assume that VMware has been configured with the following 
bridged networks:
-
- - Private: bridged to private interface: eth0
- - Public: bridged to public interface: eth1
- - Launch the vSphere Client, connect to the ESXi host and login
- - Click File > New > Virtual Machine
- - Configuration: Custom
- - Name: (doesn't matter)
- - Select a datastore where the VM will reside
- - Virtual Machine Version: 7
- - Select the appropriate guest OS
- - Number of virtual processors: 1
- - Memory: 1GB
- - How many NICs: 2
-    - NIC 1: Private, E1000
-    - NIC 2: Public, E1000
- - SCSI controller: LSI Logic Parallel
- - Create a new virtual disk
-    - Disk Size: at least 30 GB
-    - Allocate and commit space on demand (Thin Provisioning): Yes
-    - Location: Store with the virtual machine
-    - Virtual Device Node: SCSI (0:0)
-    - Mode: Independent, Persistent
- - Edit the virtual machine settings before completion: Yes
- - Select the CD/DVD device
-    - Device Type: Datastore ISO File
-    - Click Browse and browse to an ISO file that has previously been copied 
to the datastore   
-    - Connect at power on: Yes
- - Click Finish
-
-**VMware Server 2.x**
-
- - Open the VMware Infrastructure Web Access page:
-     - https://<IP address or hostname>:8333
-
- - Click the Virtual Machine menu
- - Select Create Virtual Machine
- - Name and Location
-    - Name: Windows XP Base
-    - Datastore: standard (This causes the VM to be created under 
/var/lib/vmware/Virtual Machines)
- - Guest Operating System
-    - Operating System: Windows operating system
-    - Version: Microsoft Windows XP Professional (32-bit)
-    - Product Compatibility: 4 (Optional - the hardware version can be set to 
the default value of 7 if you do not have any older VMware Server 1.x hosts in 
your environment)
- - Memory and Processors
-    - Memory Size: 1024 MB
-    - Processor Count: 1
- - Hard Disk
-    - Click Create a New Virtual
-       - Capacity: at least 20 GB (This value can be adjusted to suit the size 
of the VMware host's disk. It is best to create the base image with a large 
enough hard drive to accomodate your largest image. The hard drive of a VM can 
be expanded but it is a manual, time-consuming process.)
-       - File Options
-           - Allocate all disk space now: no
-           - Split disk into 2 GB files: yes 
-       - Disk Mode: Independent/Persistent
- - Network Adapter
-    - Click Add a Network Adapter
-         - Network Connection: select the name of your private network
- - CD/DVD Drive
-     - Click Use an ISO
-         - Select the Windows ISO image you copied to the host. The ISO file 
must reside in /var/lib/vmware/Virtual Machines in order to be able to select 
it from this interface.
- - Don't Add a Floppy Drive
- - Don't Add a USB
- - Click Finish
- - Select the VM from the Inventory pane
- - Click Add Hardware on the right side of the page
- - Select Network Adapter
-      - Network Connection: select the name of your public network
- - Click Next > Finish
-
-####Install Windows
-
-**VMware Only: Install VMware Tools**
-
- - Power on the VM if it is not already powered on
- - Install VMWare Tools  (Note: you must have a CD-ROM drive configured for 
the VM in order to install VMware Tools)
-    - Click on the VM menu and select "Install VMWare Tools"
-    - Select Typical and proceed through the setup pages accepting the defaults
-    - Reboot the VM when installation is complete
-
-####Install Cygwin SSHD
-Follow the steps: Install & Configure Cygwin SSHD
-
-**Run vcld -setup**
-
- 1. Run the following command on the management node:
-
-       /usr/local/vcl/bin/vcld -setup
-
- 2. Navigate the menu options
-     - (Note: the names and numbers of the menu items may not match your 
installation):
-     - Select a module to configure: VCL Image State Module
-     - Choose an operation: Capture Base Image
-     - Enter the VCL login name or ID of the user who will own the image:
-     - Enter your VCL user ID or the user ID of the user you want to own the 
image.  Pressing Enter without entering a user login ID will cause admin to be 
the owner of the new base image.
-     - Enter the hostname or IP address of the computer to be captured:
-     - Enter the name or private IP address of the computer which has already 
added to the VCL database.
-     - Select the OS to be captured:
-        1. VMware Linux
-        2. VMware Windows 2003 Server
-        3. VMware Windows 7
-        4. VMware Windows Server 2008
-        5. VMware Windows Vista
-        6. VMware Windows XP
-     - Image architecture:
-        1. x86
-        2. x86_64
-     - Use Sysprep:
-        1. Yes
-        2. No
-           - Sysprep is usually only required if the image will be loaded on 
bare metal computers with varying different hardware.
-     - Enter the name of the image to be captured: 
-         - The name you enter is the name that will be displayed in the list 
of environments.  It may contain spaces but including other special characters 
is not recommended.
-
-The following happens once you enter an image name and press enter:
-
- - A new image is added to the VCL database
- - An imaging request is added to the VCL database
- - The vcld -setup automatically initiates 'tail -f /var/log/vcld.log' to 
monitor the vcld log file.  The output should be displayed on the screen.
+ 1. Copy the Windows installation ISO file to the VMware host server 
+ 2. Add a CD-ROM drive which mounts the Windows installation ISO image by
+    editing the virtual machine settings:
+     - Connection: **Use ISO image**:
+     - Browse to path of Windows installation ISO image 
+     - Save the VM configuration
+ 
+**xCAT using IBM Advanced Management Module**
 
-Watch the vcld logfile output to determine if the image capture process is 
successful or terminated because a problem occurred.  When the capture process 
terminates, there will either be a message near the end of the output saying 
"image capture successful" or there will be several WARNING messages, the last 
of which says something to the effect "image failed to be captured".  Further 
troubleshooting is required if the image fails to be captured.
+ 1.  Copy the Windows installation ISO file to the management node
+ 2.  Determine the IP address or hostname of the IBM Advanced Management 
Module (AMM) for the BladeCenter chassis which contains the blade you are 
installing
+ 3.  Open a web browser and enter the AMM's address
+ 4.  Log in to the AMM
+ 5.  Select Inactive session timeout value: no timeout
+ 6.  Click Start New Session
+ 7.  Click Remote Control
+ 8.  Click Start Remote Control
+ 9.  Set the Media Tray and KVM dropdown menus to the blade you are installing
+ 10. Click Select Image and click the arrow button to the right of it
+ 11. Navigate to the Windows installation ISO file which was saved to the 
management node and click Open
+ 12 . Click Mount All
+
+
+**Boot to the Windows Installation CD or DVD**
+
+ 1. Power on the computer
+ 2. Press the key to display the boot menu as soon as the computer's POST 
screen is displayed (usually F12 for bare metal blades or ESC for VMware)
+ 3. Boot from the CD-ROM drive
+ 4. Press a key to boot from the CD (this may be displayed at bottom of screen 
as soon as the computer begins to boot)
+
+
+**Install Windows**
+
+The Windows installation sequence varies by version. The next 2 sections 
describe the recommended answers for Windows XP and Windows 7.
+
+
+**Windows XP Installation**
+
+ 1. Press Enter to setup up Windows XP now
+ 2. Press F8 to agree to the license agreement
+ 3. Configure the Windows partition
+         Press Enter to set up Windows XP on the selected item (should be 
called "Unpartitioned space")
+         Format the partition using the NTFS file system (Quick)
+ 4. Region and Language Options - click Next
+ 5. Name: VCL
+ 6. Organization: Apache.org
+ 7. Enter your Windows XP product key
+ 8. Computer name: (doesn't matter)
+ 9. Administrator password: (doesn't matter, but it's recommended that 
password should match the WINDOWS_ROOT_PASSWORD setting in /etc/vcl/vcld.conf)
+ 10. Select the timezone
+ 11. Networking settings: Typical
+ 12. Member of a domain: No, leave default workgroup settings
+ 13. Automatic updates: Not right now
+ 14. Connect to Internet: Skip
+ 15. Register: no
+ 16. User name: root 
+       Windows XP setup should finish and the root account created during 
installation should automatically log on
+ 17. Once the desktop appears, set root's password via the Windows GUI or by 
executing the following command from a command prompt:
+net user root <password>
+
+
+**Windows 7 Installation**
+
+ 1. Enter the regional information:
+Language to install: English
+Time and currency format: English (United States)
+Keyboard or input method: US
+ 2. Click Next
+ 3. Click Install now
+     Setup is starting...
+ 4. Click the checkbox next to "I accept the license terms"
+ 5. Click Next
+ 6. Click Custom (advanced)
+ 7. On the "Where do you want to install Windows?" page, delete all existing 
partitions and create a new partition using all of the available space:
+     Click Drive options (advanced)
+     Click Delete, then click OK to confirm
+     Click New
+     Click Apply (the size should be set to the maximum amount available
+     To ensure that all Windows features work correctly, Windows might create 
additional partitions for system files.
+     Click OK
+ 8. Click Next
+     Installing Windows...
+     Windows restarts
+     Starting Windows
+     Setup is updating registry settings
+ 9. A screen titled "Set Up Windows" appears:
+     Type a user name: root
+     Type a computer name: it's best to name the computer after the OS 
(Example: win7sp1-ent)
+ 10. Enter a password, password hint, and click Next
+ 11. Help protect your computer and improve Windows automatically: Ask me later
+ 12. Select a time zone, set the correct time, and click Next
+       Windows is finalizing your settings
+       Preparing your desktop
+       Desktop appears
+ 13. If asked to set a network location, choose Work network
+      *The root account logs in...*
 
-####Add the Base Image to an Image Group
-The vcld -setup utility does not add the new base image to any image groups.  
You must add the image to an image group using the VCL website after the image 
capture process is complete.  Reservations for the image cannot be made until 
this is done.  To add the image to an image group, browse to the VCL website 
and select Manage Images > Edit Image Grouping.


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