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Windows 10 Anniversary Update Customization, Deployment and Manufacturing Jessie Labayen Principal Program Manager Agenda OEM Activation Windows 10 Desktop Manufacturing and Deployment Plan • • • • • Try Integrate/ Test Deploy/ Pilot run Full production • Mass production Deploy in factory test environment • or Identify which apps• and drivers to • Create new process integrate What is new? into existing processpreload • Measure performance What do I have to change? Identify additional Validate tools and •processes in •customizations Validate tools/process in factory What do I need to •prepare? own environment • Understand impact ofenvironment app and Who will do the work? process diagnostic tools in • Manufacturing work driver back installation on • Validate How do I integrate into my existing process? schedule Windows • Build sample image and test 10 environment Follow the process that best fits your company’s needs while noting the difference in factory cost and downstream impact Build-to-Stock/Plan Build-to-Order A build based on a pre-determined (forecasted) order A build that may be based on forecasted or just-in-time order Predictable • May be a single device ordered by a user through an OEM site • May be a small order with option to change configuration during the selling season • May be a large order placed by a channel or enterprise customer Almost the same HW and SW through the entire run rate Lower manufacturing cost Flexibility is a high priority Just-in-time changes on hardware and app configuration Higher manufacturing cost Preinstalling Apps, Drivers and Settings Imaging and Recovery Preinstalled app principles Respects customer consent - Customers can control their permissions and privacy Trustworthy - Kept up-to-date and highly rated by customers in the Store Well-behaved - Respects customers' bandwidth; app update behavior is controlled and considerate of customers Efficient - Launches quickly, shuts down smoothly, respects online/offline status and does not impact other experience Durable - Full-featured apps that are not time-limited Language pack dependency Always add the language pack first before installing apps If you add a language pack after preinstalling the app, you will need to reinstall the app Use drivers that install via INF instead of SETUP.EXE Enables you to install the driver offline (faster) or online (slower) WICD, DISM and Windows Update only support INF driver installation Only install applicable driver architecture IHVs may deliver the driver package that includes both x86 and x64 binaries, only install the applicable architecture not both Bundled hardware apps Apps that are bundled with the driver consume additional disk space and memory footprint Check dependency on functionality and impact (e.g., responsiveness, battery life, media playback) What if I only get a driver as SETUP.EXE Benefits Lab Offline injection of a desktop app Improved image management Reduces time to create a new image Boot online or to Audit mode, and Install classic Windows app Prepare Reference device Windows Base Image Reference Device Classic Windows app ScanState.exe Siloed Provisioning Package (SPP) New! Repeat for each Application Multiple SPP’s Windows Imaging and Configuration Designer (WICD) – A UI based tool used to customize both Windows Desktop and Mobile DISM – An advanced command line based tool used to customize and deploy Windows Desktop only Improvements in Extended Attributes reduces first boot (OOBE) time Support for Siloed Provisioning Packages (SPP) improves image creation and management Recovery Improved reliability and experience * Applies to Mobile also Disk Footprint Optimization Guidance What is disk footprint WinRE Free Space OS + App Partition Other Partitions • Recovery image for preinstalled desktop apps (USMT.PPKG) Apps • Preinstalled Desktop and Store apps Drivers • Drivers and applets/utilities Windows • • • Windows binaries System files Language packs, Features-onDemand Cumulative updates Recovery • 32-bit vs. 64-bit dependent Windows disk footprint - compact OS Replaces WIMBoot Per-file compression of OS Compression is performed during image apply Single-instancing of PPKG Local disk recovery (aka PBR v2) Windows 10 Recovery recovers to an updated state OS and drivers are always restored to the most recent “rollup”, not the factory image Updates since the most recent “rollup” are discarded and reinstalled by Windows Update after recovery OEM customizations such as apps are restored to the factory state Refresh will not restore user installed Store apps Windows RE Tools Partition Size Requirements/Impact The Windows RE tools partition should always include sufficient free space to ensure that backup applications can function properly Windows disk footprint – LP and FOD Language Pack (LP) Language packs have an immediate impact on image size in manufacturing, even though unused ones are cleaned up after OOBE Features-on-Demand (FOD) Only preinstall FODs that are applicable to your hardware and/or target audience (e.g., do not preinstall the handwriting FOD unless you ship with pen or plan to offer pen support in your hardware Windows disk footprint – CU’s Mount WIM. Inject LPs/FODs. Inject AppX packages. Inject CUs. Perform cleanup where <mount> is the path to the mounted WIM. dism /image:<mount> /cleanup-image /startcomponentcleanup /resetbase 6. Unmount and save WIM. 7. Export WIM where source.wim is the WIM from step 6 and target.wim is a new WIM filename. dism /export-image /sourceimagefile:<source.wim> /sourceindex:1 /destinationimagefile:<target.wim> 1. 2. 3. 4. 5. Windows disk footprint – system files Hibernation file (hiberfil.sys) By default, both hibernate and fast startup features are enabled which requires a hibernation file size equivalent to <80% of the total memory installed Options to reclaim disk space Option 1 – Disable hibernate only feature (“reduced” option is 20% of physical memory installed) Implementation – Run powercfg /h /type reduced from an elevated command prompt while in Audit Mode Reclaimed disk space varies (>=600 MB) depending on total memory installed Option 2 – Disable hibernate and fast startup Implementation – Run powercfg /h off from an elevated command prompt while in Audit Mode Reclaimed disk space varies (>=800 MB) depending on total memory installed Apps and drivers Apps and Drivers are language pack dependent Even though unused OS language packs are removed, resource files for preinstalled apps/drivers may remain – check with your ISV and IHV Apps and Drivers are architecture (x86 vs. x64) dependent 64-bit versions use more disk space Driver bundled applets Are the bundled applets required? Do they offer additional functionality and/or an improved experience? Disk footprint estimates Configuration Baseline Compact OS applied With single-instancing Hiberfile Reduced Hiberfile Off 32-Bit 11.68 GB 8.85 GB 7.66 GB 7.26 GB 6.8 GB Change -2.83 GB -4.02 GB -4.42 GB -4.88 GB 64-Bit 17.24 GB 13.45 GB 12.28 GB 11.03 GB 8.03 GB Change -3.79 GB -4.96 GB -6.21 GB -9.21 GB 32-bit Configuration – Single language Windows Home + Office 2016 + drivers with 2 GB of RAM 64-bit Configuration – Singe language Windows Home + Office 2016 + drivers with 8 GB of RAM Data reflected in the table are estimates based on a pre-release version and hardware configuration and subject to change. Considerations What is the purpose of running the test? Are you using telemetry and/or factory/field failure rates to define the tests (type and run time)? Work with your IHV to optimize test time and factory floor resources Burn-in If you are doing it, why? Is there positive ROI by doing burn-in at the expense of increased manufacturing time (cost)? Test tools Are the tools for manufacturing or design validation? Manufacturing tests should focus on validating the assembly and/or component quality Windows Desktop Call to Action Windows Desktop Call to Action NEW Enable extended attributes to improve first boot (OOBE) performance NEW References Push Button Reset MSDN Implementation Deployment Step by Step Guide (v2.02) https://msdn.microsoft.com/en-us/windows/hardware/commercialize/manufacture/desktop/systembuilder-deployment-of-windows-10-for-desktop-editions https://msdn.microsoft.com/en-us/windows/hardware/commercialize/manufacture/desktop/oemdeployment-of-windows-10-for-desktop-editions Compact OS Implementation, Single Instancing, and Image Optimizations https://msdn.microsoft.com/en-us/library/windows/hardware/dn940129(v=vs.85).aspx Windows 10 Mobile Mobile is a separate image (OS) from Desktop Mobile is a worldwide image Mobile disk footprint is different than Desktop Mobile image creation and deployment processes can be applied to Desktop Mobile does not require OEM activation Windows 10 Mobile supports the following high-level manufacturing flow but can be customized to your specific needs Image Creation SMT OS Flash Device Assembly and Testing Some items have dependencies on Silicon Vendors Provisioning/ Security Pack and QA Sampling https://msdn.microsoft.com/enus/windows/hardware/commercialize/manufacture/mobile/mobile-deployment-and-imaging OEM Activation Tool OEM Corporate • Stores Product Key Inventory 3 OEM Factory/TPI End-Customer • Insert Product Key into BIOS • Online Use of Computer • Calculate HW Hash for Each Computer Manufactured Per-device unique identifier verifiable by Microsoft • Adhere Genuine Windows 2 4 1 OS Edition (e.g. Home, Pro) Label Factory Deliver Ship OEM identity Order Keys Computers Computer Product Key Buildprovides: Rpt • • Deliver & Bill Event Order Keys • Hardware Hash provides: 1 • Computer Deliver Mapping of Build 3 product key to HW components 2detected during manufacturing Keys Report 5 Windows Activation Request Activation 6 Microsoft 3 Computer Build Report Data Microsoft Operations Data Repository Windows Activation Services MICROSOFT CONFIDENTIAL – Provided Under NDA <HardwareInventory> <p n="ProcessorModel" v="Intel(R) Core(TM) i7-4600U CPU @ 2.10GHz" /> <p n="TotalPhysicalRAM" v="8" /> <p n="PrimaryDiskType" v="SSD" /> <p n="PrimaryDiskTotalCapacity" v="256" /> <p n="InternalDiskCount" v="1" /> <p n="SmbiosUuid" v="ff239101-53ee-11cb-84db-84201d6edc06" /> <p n="MacAddress" v="00 15 5D 19 D3 0D" /> <p n="InternalPrimaryDisplaySizePhysicalH" v="310" /> <p n="InternalPrimaryDisplaySizePhysicalV" v="174" /> <p n="InternalPrimaryDisplayResolutionHorizontal" v=“1920" /> <p n="InternalPrimaryDisplayResolutionVertical" v="1080" /> <p n="OpticalDiskDriveType" v="No" /> <p n="DigitizerSupportID" v="Touch" /> <p n="GraphicsAdapterType" v="Undefined" /> <p n="PresentIntegratedVideoPort" v="Undefined" /> <p n="ChassisTypes" v="Notebook" /> <p n="CollectionOS" v="FullOS" /> </HardwareInventory> Align reported information for higher quality and consistent reporting data Reduce OHR requirements moving towards elimination of OHR OHR reported data does not align with information stored in SMBIOS CHID and telemetry data can’t be reconciled with OHR data OHR Field SMBIOS Field Call To Action FRM_FACTOR_CL1 FRM_FACTOR_CL2 Enclosure or Chassis type 3 Update SMBIOS to v3.0.0 to add support for Tablet, Convertible and Detachable Define the chassis type consistently in SMBIOS (Baseboard Product field?) PC_MODEL_SKU Product Name Baseboard Information Family SKU Number Standardize on a single SMBIOS field that uniquely identifies a device’s configuration Digital Inventory System 3.0 Digital Inventory System in the Cloud Digital Inventory Solution Migration Plan Costing Comparison Capability Comparison OA3.0 Solution Overview This next version of DIS was design with goal of removing limitations for OEM’s, and adapt to the dynamic market needs. Some key new feature are: Multiple CBR upload: DIS 3.0 will allow the selection & upload of multiple CBR reports at once DLS limitations removed: The limit of 5 DLS per installation is removed, and partners can have an unlimited number of DLS partners Multiple OEM’s support: DIS 3.0 enables MSFT partners to manage multiple sold to OEM’s in a single instance, and unified user interface. Serial number & DPK mapping: DIS 3.0 will extract the serial # from the BIOS match it to DPK, and store it. This information is available for reporting and tracking purposes. Deployment simplification: DIS 3.0 will have a simple installation wizard This new solution will address key partner pain points preventing Microsoft from completely migrate from a physical COA to a digital world. The key features Cloud OA will offer are: One click onboarding process Digital key distribution CBR/OHR/PBR submission Leveraging DIS 3.0 & DPC Billing trigger assessment will be incorporated when needed Supported scenarios Cloud OA will support the traditional centralized, and decentralized model. Additionally, it will support a new scenario where IDH’s can manage multiple OEM’s in a single OA solution Phase: Run (RTM Feb 2017) One click setup i. Phase: Walk (RTM Aug 2016) Phase: Crawl (RTM Feb 2016) Scalable platform i. ii. iii. Cloud architecture Solution natively coded in Azure Low onboard & run cost One click setup i. ii. iii. Single registration form Simple account linking for multitenant users Automated creation of DIS entities Cloud OA infrastructure i. ii. iii. iv. v. vi. vii. Key fulfillment Key transfer Multitenant users Inventory management Report submission (CBR/OHR/PBR) Services entitlements (AFO) Other DIS 3.0 features One click setup i. ii. DPC integration i. Automated data transfer between Cloud OA & DPC* ii. Single sign-on* iii. User permissions cross platform* iv. Automated account creation* v. Cross platform user profiles* vi. DOC compatible user profiles* vii. Automated email notification* Self-serve i. ii. iii. Digitalize OA3.0 form Single welcome email* First time login password change* iv. Cross system profile* v. Simple profile editing function vi. Demo video per function vii. Training videos available viii. Click to accept forms ix. Environment indication tool x. New simple UI xi. Support page link Cloud OA wizard Automated DOC account creation DOC integration i. ii. iii. Programmatic account creation Programmatic access OA3.0 roles integration Self-serve i. ii. iii. iv. v. vi. vii. Partner categorization functionality Automated DPC account creation Automated user/roles account creation Click to accept forms Link to DPC partners* Link to DPC event registration* Demo video per new function Cloud OA wizard enabled for DOC roles DOC integration i. ii. Key ordering Key returns DPC integration i. ii. Licensing tools integrated into data transfer Automated account provisioning Self-serve i. TPI request form integration ii. TPI activation flag integration iii. Automated certificate transfer iv. Certificate swap automation v. Pop-ups notifications Links to documentation* vi. Chat support* vii. Pop-up support messages viii. Tip tool ix. Support forum* x. Live training links* DIS 1.95 DIS3.X DIS 3.0 DIS 2.0 Migration Utility DIS 3.XX Migration DIS 1.8 IX COA Delivered To Be Delivered Cloud OA OA3.0 Solution Comparison OEM expense type Customized (TVO’s) DIS 3.0 (Onpremise) DIS on Azure (VM’s) Cloud OA Server hardware N/A $16,191 $0.00 $0.00 Windows Server Licensing N/A $6,165 $0.00 $0.00 SQL Server Licensing N/A $11,688 $0.00 $0.00 $4M-$10M** $34,044.00 $0.00 $0.00 Customized (TVO’s) DIS 3.0 (Onpremise) DIS on Azure (VM’s) Cloud OA Data center space N/A $31.68 $0.00 $0.00 Energy costs N/A $264.75 $0.00 $0.00 Maintenance N/A $53.97 $0.00 $0.00 Partner IT costs N/A $715.38 $238.46 $119.23 Azure run cost $0.00 $0.00 $569.08 $5.00 to $20.00 $75k and above*** $1,065.78 $807.54 $124.23 to $139.23 Total capital investment OEM expense type Total monthly cost (per partner) Run cost savings of over 1000%+ and no capital investment required Based on 500+ partners running Cloud OA Estimate +/20% Capability Integration with OEM ERP systems Scalable platform (user adoption & easy to add features) Easy setup/onboarding (One click setup) Customized (TVO’s) DIS 3.0 (On-premise) DIS on Azure (VM’s) Cloud OA MSFT investment only & available soon Capability not available on premise OA3.0 run infrastructure Integration with DPC & Connector Partial integration with DOC Self-serve Offline run mode Cloud offers Dynamic pricing Bill on binding BI capability (R&A activation & reporting) Agility: Automatic software updates from MSFT to OEM Cloud OA removes the capability gaps in the ecosystem at a low cost Microsoft OEM Portals Portal gate “Registration” Microsoft Operations Resellers Virtual server Databa se Cloud OA OEM Matchmaking IDH DPC ODM Thank You