Self-service Windows Migration
Shopping can be used to allow users to request to have their computer migrated to the latest version of Windows. Enabling a user to choose to install the latest operating system from an AppStore type interface can be very beneficial to accelerating adoption of the latest supported release of Windows – it's an experience they're familiar with in their personal lives with phones and tablets and personal computers.
This feature of Shopping uses the Operating System Deployment (OSD) feature of ConfigMgr and the OS Deployment Application type in Shopping. In this lab, you will configure Shopping to offer a Windows 10 migration option to users and then run through the process from the user's perspective.
Configuring an OS Deployment Application
In this exercise, we will prepare the objects in ConfigMgr and Shopping necessary to enable self-service of an operating system refresh. An OSD Task Sequence has already been prepared in ConfigMgr and deployed to the Windows 10 Shopping Deployment Collection. In this exercise, we will create and configure the OSD Application in Shopping.
Create an OS Deployment Application in Shopping
You will now create an OS Deployment application in Shopping to enable users to request a rebuild of their workstation.
- Log on to 1ETRNAP as ShoppingAdmin and open the Shopping Administration Console
- Right-click the Applications node and select New OS Deployment to launch the New OS Deployment Wizard. Click Next on the welcome page
- Complete the General Details page with the following properties and click Next
- On the SMS/ConfigMgr Collection page, select the Windows 10 Shopping Deployment Collection then select SimpleWindows10Ent_PS100041_Windows10ShoppingDeployment from the Advertisement drop-down. Click Next
- On the Permissions page, click Next
- Click Finish to close the wizard
Description Install the latest Microsoft desktop operating system
Icon choose an icon
Configure the Windows Deployment Application
- From the Shopping console double-click the Windows 10 Enterprise Application to open the Application's properties dialog box
- Select the CoreApplications tab
- Add one or two items to the list (e.g. Microsoft Office 365) so you can see how they appear to the end user later on
- Select the Schedule tab and note the available settings
- Check the Enable Scheduling Restriction box, and leave the time range default
- Click OK to close the Windows 10 Enterprise – OS Deployment Properties dialog box
- Click YES in the warning that appears indicating that you have changed the schedule
Create an OSD banner to display the application
OSD Applications are not displayed in the Shopping portal in the same way as other Applications. They use the Banner feature of the Shopping v5 user interface, which requires a banner to be defined that will be used for all OSD Applications. In this task, you will create that banner so the users can request the new Operating System.
- On 1ETRNAP logged in as ShoppingAdmin, open the Shopping portal (website)
- Select the Administration tab in the navigation panel and select Manage Banners
- On the Banners List page click the Create New link to open the Create Banner page
- Select OSD for the application type
- In the Application Name field, input Windows 10 Enterprise application is suggested. Select this
- The Title and Abstract fields are automatically populated with the Application Name and Description respectively
- From the Skytap Shared Drive folder on the desktop copy Win10-Lite.png 1ESHO04-55 Course Content\ShoppingIcons to C:\Temp
- Click the Browse button to the right of the unlabelled box and browse to C:\Temp\Win10-Lite.png
- Click CREATE to create the new banner and return to the Banners list page
- Close the Shopping portal
Performing an Operating System Refresh
In this exercise, you will request an Operating System Refresh from the Shopping portal to migrate 1ETRNW73 to Windows 10.
Schedule the OS Refresh
You will now launch the Windows Migration Wizard from the Shopping portal to initiate the migration of 1ETRNW73 to Windows 10.
- Log onto 1ETRNW73 as user and open the Shopping portal. If the portal is already open, click on Home to get to the home page
- Note there is now a Windows 10 Enterprise banner on the home page. Click the Launch button to start the Windows Migration Wizard
- On the Introduction page, click Next
- On the Select OS page note there is only one OS option available as there is only one OS Deployment Application defined. Click Next
- The Re-install Apps page shows the Core Applications you entered previously on the left and the applications that have been installed by Shopping on the right. By default, all applications previously installed by Shopping will be reinstalled by Shopping as part of the migration. The user can optionally uncheck applications they no longer require
- Uncheck Pro Photo Tools and click Next
- On the Schedule page, click on the field labelled Schedule migration date to open the calendar control. Any dates excluded through the Schedule properties for this OS Deployment Application in the previous exercise will be greyed out and unavailable for the user to select. Ensure today's date is selected
- Click the field labelled Schedule migration time to open the timeslot control. Again, any timeslots excluded in the Schedule properties will not be available. Note that the earliest time you can schedule the deployment is at the top of the hour. Select the next available timeslot and click Next
- Note that the user must acknowledge that they have backed up their system before continuing with the deployment. This message can be customized, but there should always be some confirmation before the user can finish the wizard
- Check the confirmation box and click Finish
- Note the banner on the Shopping home page now has three buttons (EDIT, CANCEL and CALENDAR)
- Click the EDIT button. This runs the wizard again allowing the user to select a different OS (if available), change the Applications to be re-installed after deployment and, perhaps more importantly, change the schedule
- The CANCEL button allows the user to cancel the OS deployment entirely. Close the wizard by clicking on the X in the top right
- Click the CALENDAR button. This allows the user to download an OS Upgrade.ics file that can be added to their Outlook calendar (Outlook is not installed on the workstations in this lab). The appointment is for 3 hours, starting at the time slot selected by the user in the OS Migration Wizard. The user can also set a reminder
- Click Edit, click through to the Schedule page, and check the Schedule Immediately box and click through to the end of the wizard
- Within approximately 10 minutes, the Simple Windows 10 Deployment Task Sequence should start to execute
Observe the process in Shopping
While 1ETRNW73 rebuilds, you can trace the process through the Shopping log files.
- On 1ETRNAP, open the Shopping log file (C:\ProgramData\1E\Shopping\Shopping.log) and note the Osd.Controller messages that are logged when the OSD migration wizard is run
- Log on to 1ETRNCM as SCCMAdmin and launch the ConfigMgr console
- From the Assets and Compliance workspace, navigate to Device Collections
- Double click the Windows 10 Shopping Deployment and confirm 1ETRNW73 has been added to the collection
- Open the Shopping Receiver log file (C:\ProgramData\1E\Shopping.Receiver\v5.3.100\Shopping.Receiver.log)
- Locate the point where 1ETRNW73 is added to the Windows 10 Deployment Collection (PS100014). Note also the second line highlighted below
Review the post-deployment process
In this task, you will observe what happens after the computer is rebuilt.
- Log on to 1ETRNW71 as User and open Windows Live Mail
- Note that the user has received an email from Shopping confirming the OS Deployment on 1ETRNW73 has been successful
- On 1ETRNCM logged on as SCCMAdmin, open the Shopping Receiver log (C:\ProgramData\1E\Shopping.Receiver\v5.5.0\Shopping.Receiver.log)
- Locate the time when the Task Sequence completed and returned a success status. Following this, the Receiver adds the rebuilt computer to the Collections that correspond to the Applications that the user selected in the Re-install Apps page of the Shopping Migration Wizard
OS Deployment on Behalf of Others
As a Shopping administrator, you can now schedule an OS deployment for multiple machines – previously, you had to log in to each machine to schedule the migration. Email notifications are not sent to end-users, as OS deployments are targeted at machines rather than end-users. However, when they login to the Shopping portal, they will be able to see the message in the banner but will not be able to cancel the scheduled migration, as there are no links to alter it – they can only modify self-scheduled OS migrations.
Schedule an OS Deployment for a Group of Computers
In this task, we will schedule an OS Deployment for a small group of machines and observe the results on the Shopping portal on those computers.
- Open the Shopping portal as 1ETRN\ShoppingAdmin
- Expand OS Migration on the Administration tab and select Schedule Legacy OSD
- On the Introduction page, a list of available operating systems would be displayed. In our environment, there is only Windows 10 Enterprise as an available operating system, so click Next to proceed
- On the Search Machines page, type 1ETRNW7 in the Search field and hit Enter
- Move both 1ETRNW71 and 1ETRNW72 to the Machines To Target field by clicking the > button for each one. Click Next to continue
- On the Re-install Apps page, click on 1ETRNW71 and observe the Application Post-Migration column, then click on 1ETRNW72 and see how the list is slightly different. Click Next
- On the Select New Apps page, enter the letter A in the Search field and hit Enter. Observe the Available applications, but do not select any. Click Next
- On the Schedule page, select a time at least an hour in the future and click Next
- Enter Lab OS Deployment as the OSD Batch Name, check the back-up confirmation box and click Submit
Observe the Results of Scheduling an OS Deployment for Others
- In the Shopping portal, select the Administration tab, expand OS Migration and select Track Legacy OSD orders
- Show the details of the Lab OS Deployment OSD Batch Name. Leave the web page open
- Log out as the currently logged in user and log in as 1ETRN\User
- Open the Shopping portal
- Observe the banner and note that it states there is a scheduled OS Deployment by an administrator and that there are no options to edit or cancel it
- Click Cancel on the scheduled OS deployment for 1ETRNW71
- Click Yes to confirm the cancellation
- Refresh the browser on 1ETRNW71 and note how the OSD Banner now appears as normal with an option to launch it
- Repeat the steps to cancel the scheduled OS Deployment on 1ETRNW72
In this lab, you have seen how Shopping can be configured and used to enable users to initiate an Operating System refresh on their workstation, selecting the time they would like the migration to occur and the applications they would like reinstalled after the build completes.
We have also observed how a Shopping Administrator can schedule an OS Deployment for a group of machines and set a schedule for it to execute. The end-user can see that there is an OS Deployment scheduled, but is unable to do anything about it. A Shopping Administrator is able to cancel a scheduled OS Deployment for a particular machine.