Deploying Images with MDT/WDS

The main point of MDT and WDS is to place Windows on a computer’s disk drive. To do this, MDT uses a series of steps in a task sequence that perform the necessary operations to facilitate installation. The crucial point to all of this is the network. Networking between the MDT/WDS server and the target clients must be clear and working. DHCP, DNS, and even WINS (if you’re feeling nostalgic) all must be working properly or else what could seemingly be an MDT/WDS problem, could actually be a network problem. MDT uses two ways to connect to the server over the network, USB key, and PXE. Pre-execution Environment (PXE) requires the use of a Windows Server configured with the Windows Deployment Services (WDS) role. MDT USB keys are copies of Windows PE, designed to connect to MDT and pull an image from the server. This is where the focus of this post will reside.

The good thing is that MDT has a provision for creating it’s boot sources built-in. Each time a deployment share is updated in MDT the drivers and settings contained within that share are added to a boot WIM and a boot ISO that is used to connect to the MDT server. These are located in the Boot folder of the deployment share. The WIM is used for copy to an WDS server and served-up via PXE. The ISO is meant for a CD-ROM, or the modern USB key. Simply booting a PC to that disc or key, and with DHCP working, the PC will connect to the MDT server. MDT does support the use of static IP addresses at the welcome screen, but DHCP is better and essential if PXE booting is desired.

Creating the MDT (Windows PE) boot volume…

Drivers are the biggest issue with regards to MDT’s Windows PE boot volume. Many times I have had to troubleshoot a connection to MDT that wasn’t connecting only to find out a driver was the issue. Like the target images, MDT’s PE needs network and system drivers to run on the clients to/for connecting. OEMs like Dell and Lenovo make Windows PE drivers available for their hardware, which makes it easy to organize those resources. Another place I go for network drivers is Intel’s web-site and their PRO LAN drivers.

Once I download and extract the drivers, I import them into MDT the normal way, but into their own folder within the driver store. Just like I create folders for the operating system and platform, I also create a Windows PE folder at the same level.

WinPE driver foldersOnce the drivers are added, I create a selection profile for just the PE drivers. This is so I can assign them to the MDT Windows PE boot device. Selection profiles are found under the “Advanced Configuration” folder, under task sequences. Simply, right-click the folder to create a new selection profile and drill-down the driver list to select only the Windows PE drivers. I create a separate profile for 32-bit and 64-bit platforms.

WinPE Selection ProfileNow, from the properties of the deployment share, choose the Windows PE tab and then choose the “Drivers and Patches”  sub-tab. From the drop-down list, any selection profile can be used with all or some of the drivers. This is where I choose my WinPE selection profile. With this, only the WinPE drivers will be used to connect to the MDT server. Note: there are two options on the WinPE tab, one for x86 and x64.

WinPE tab optionsOther details can be set on the Windows PE tab, though the defaults are usually sufficient. For example, I change the wallpaper Windows PE uses to display a message on the screen, while the computer is imaging.

General tab optionsThe image description for the WIM file is what WDS displays to the end user when they PXE boot to that server and are prompted to select a boot volume. I rename the WIM description and the ISO file name to follow suit with the deployment share.

When everything is as-desired, the deployment share must be updated to generate/regenerate the Windows PE WIM and ISO files. This process takes a few moments to complete, so grab a drink…

Once the deployment share has been successfully updated and has generated the Windows PE volumes in the desired configurations, we need to get those onto the WDS server, or portable media. Even with extreme customization, the ISO for the deployments share’s Windows PE volume is pretty small (by today’s standards). I’ve been using a legacy 512MB USB key for my 64-bit MDT Windows PE, which has to be over ten years old by now. Of course, later USB keys can be used. Use whatever method is best suited to place the ISO on the USB key as a bootable volume. I like to use a piece of freeware, called “Rufus“, but again use whatever works for you.

For WDS, the WIM file, created by updating the MDT deployment share, and placed in the “Boot” folder, along with the Windows PE ISOs, must be copied to the WDS server (if WDS, and MDT are on different computers), and used to “replace”, or create the WDS boot volume.

Go into WDS, right-click the desired boot image, and choose “Replace Image…”

After replacing the WDS boot image, it is not a bad idea to restart WDS on that server, just in case.

Deploy Time…

Get the target computer or VM ready by making sure it can either boot to the NIC, and get a DHCP address, or boot to USB. If you’re PC is using UEFI for its BIOS/firmware, booting to the NIC will most-likely have to be enabled in the BIOS setup (at least for Dell hardware anyway). Most of the PCs shipping from OEMs today will boot to a USB drive without any configuration needed. While in the BIOS setup, you might want to check that too. Pressing F12 on both Dell and Lenovo hardware will interrupt the boot sequence, and allow one to change the boot device for this particular boot, or enter the BIOS. Either way, boot to the USB to use a WinPE USB boot drive, or to the NIC for WDS. Also, keep in mind that complete network connectivity is required throughout the whole imaging process, from start to finish. If MDT’s WinPE volume cannot get an IP address, or see the computer/VM’s hard drive, the correct drivers need to be added. I think 85% of MDT imaging problems are driver-related.

I like to do my imaging off of the production network. First reason, is to not interfere with bandwidth that other computers may need during the day. However, MDT is a good network citizen. I’ve imaged dozens of computers over the production network, at the same time, without any negative impact. Second reason is that after imaging completes, you may have an unpatched copy of Windows on the network. This depends on the steps enabled in your task sequence, whether Windows Update is enabled or not, and how old the image being deployed actually is. Keeping the newly-imaged isolated from everyone else until it has had a chance to get the latest updates from WSUS, and get the latest virus definitions from SEP is a good idea. Since I am the only one using my MDT/WDS server, I keep that behind the NAT as well. My imaging traffic never even sees the production network, usually…

If MDT will deploy an image to a PC that already has a copy of Windows installed, and is not going to be performing an upgrade, wipe the target hard drive first. I use diskpart, and its “clean” command to quickly prepare disk drives on existing installations. Backup any and all data on the target PC before cleaning. If any doubt exists as to whether or not the data might be needed later on, back it up. Adding the following text to a simple txt file, called “clean.txt” will automatically clean any disk that is listed as disk zero.

select disk 0
clean

From a Windows PE command prompt, run the script by executing:

diskpart.exe /s clean.txt > diskpart_log.txt

Boot the computer, and connect to the MDT server. If things start going wrong at this point, there are few things, which are most-likely the culprit.

Can’t boot to USB drive, or the NIC? Check the BIOS, and modify the boot sequence, if necessary. Most new PCs are not set to boot to the NIC in the BIOS, so if that is your goal, check that setting and enable it. While in the BIOS, make sure ALL USB ports are enabled, and configured to allow boot. If the PC is set to successfully boot to either option, check the USB flash drive by using it to boot a known-good PC, which has been demonstrated to boot to USB or NIC in the past. For the hell of it, try a different USB port. I’ve only ever had one USB flash drive completely die on me. If the PC will not boot to the NIC, make sure that option is enabled in the BIOS, and that DHCP is working on your network. Make sure the WDS server is available over the network through ping via IP address and host name.

Successfully booted into MDT WinPE, but cannot connect to the deployment share? Start simple, make sure the WinPE session has received an IP address from DHCP. Press F8, in WinPE, and run the usual ipconfig command from the resulting command prompt. If DHCP is not available, find out why and fix it, or enter a static IP address at BDD Welcome screen (The first MDT screen, asking what is to be done). If a static IP address doesn’t work, then the problem is probably driver related. Add the drivers for the target hardware to the MDT driver store, and update the deployment share with complete regeneration (not the default option). Then, re-copy the WinPE ISO the USB flash drive, or replace the boot WIM on WDS with the updated copy, and restart WDS services on the server.

If the deployment share is accessed through a username and password, then make sure the correct set of credentials is being used. For domain use, I create a global group in active directory, and add those users that require access to the deployment share. Test access by having those users connect to the deployment share from Windows Explorer via:

\\server.domain.com\DeploymentShare$

If they cannot do that, they’ll never get in through Windows PE. Check the permissions… If the BDD Welcome screen, or a login prompt for the deployment share are not being displayed, the BootStrap.ini file is configured to bypass the welcome screen and automatically log users into the deployment share. That has to be done intentionally, and is not a default. Whether or not this is desired is up to the administrator of the deployment share. Having these steps pre-configured is essential for automating the imaging process, but not required for every MDT scenario.

Choose the option to deploy a new operating system on the BDD Welcome page, and select the desired task sequence. The steps given will all depend on how the deployment share’s CustomSettings.ini file is configured. I have one deployment share that is completed automated, without prompts. All the tech or whomever is imaging the computer sees is the actual process of MDT imaging the computer.

If the task sequence fails before it can re-partition and format the internal disk drive, there is most-likely a driver issue with either the chipset or storage controller in Windows PE. Again, add the latest WinPE drivers for your particular hardware. Even if you updated the drivers last week, check again. There may be an even newer update waiting. If that does happen, restart the image deployment from the beginning. Reboot the computer and “clean” the disk again with diskpart, or the new deployment will produce an error stating that a deployment is already in progress, and ask if you would like to continue that deployment, or start a new one. Chances are if the internal disk drive can be accessed, from Windows PE, by diskpart, and cleaned, there will be no issues accessing that drive to re-partition and format.

Once the task sequence has started, it will run by itself until something breaks, or asks for input. This again depends on the CustomSettings.ini, and specifically how the task sequence is configured. By default, all task sequences have an “Install applications” step, which will prompt the user to select which applications should be installed during deployment. Some task sequences will prompt for user data backup and restore, and some will prompt to capture an image of the computer, after deployment has finished. It all depends on how MDT is configured. If the deployment is running, just leave it alone and wait. Do not use either the computer receiving the image, or the one providing the image. For the wallpaper I use on my MDT Windows PE boot volumes, I have a Penn logo with a detailed inscription of what the computer is currently doing, and my contact information. The wallpaper image also asks that the computer not be used while the sign is present, and that interrupting the imaging process would require it to start all over again. Depending on network speed, the speed of the hardware at both ends, and the image size, the whole deployment process could be relatively quick, or could last a few hours. Just wait, and see until something breaks. If the task sequence fails in deploying Windows to that computer, MDT will indicate that with a pink-colored window. Completion, but with errors is indicated by a yellow-colored window, and success is indicated by a white window, indicating such. The MDT error messages are completely nondescript and far from helpful. The true key to identifying and fixing problems with MDT are the copious log files it generates.

 

 

Easy Stuff – A Fresh Install of Windows 10

Hi,

Now for something completely different… Something basic, and easy, installing Windows 10. As the versions of Microsoft Windows have progressed, the steps for installation have become fewer and easier. Roughly, Windows 10 installs the very same way as Windows 8/8.1, and to a lesser extent, Windows 7. Most consumers received their copy of Windows 10 as a free upgrade to their existing computers. Other consumers obtained Windows 10 through the purchase of a new a computer from a retailer. Those two examples cover most of the consumer Windows 10 market, save for the gamers and enthusiasts who often build their own PCs. Large to medium-sized businesses and other institutions usually have some type of software agreement with Microsoft that grants them access to Windows 10 installers as ISO files. Where I work, we completely wipe any new PC we receive and install our custom image of Windows 7 or Windows 10 through MDT. Most times, we never even see the OS the OEM placed on the new computer’s hard drive.

Before installing anything, consider whether or not Windows 10 is a good idea. I am a big believer in “if it is not broken, don’t fix it”, within reason. For many folks, Windows XP works great, and does what they need, but it is no longer supported by Microsoft, and many software companies. I like to stick with products that are currently supported by their manufacturers with security patches and updates. If you’re installing to new or existing computer hardware, gather a list of your existing computer’s hardware from the Windows Device Manager, and check the computer manufacturer’s website for Windows 10 drivers. Driver support for the new operating system is essential to a successful Windows install. The same goes for your applications. Visit their respective websites and see if the your release supports Windows 10, or if they have a newer version that does. If you can’t use the applications your computer was purchased for running, on the new operating system, there is no sense in moving to that new OS.

Another point which should be considered before, during, and after the Windows 10 install, and generally for the operation of any computer on the public Internet today is security… A big part of how and why Windows PCs become compromised is through poor patching or no patching being done at all. During the install process, you’ll have a fresh install of Windows 10, un-patched and without malware protection, on the public Internet. Though the probability of something going wrong is very light, not like it would be for a fresh install of Windows 7, there’s still a chance. Best to isolate the new install from the web with a NAT device or router. Most businesses and consumer homes use a wireless router for connectivity, but it is still best to make sure Windows 10 stays behind a NAT until it is fully patched, and configured with malware protection.

A nice thing about Windows 10 is that it will run on many types of computers, even those with meagre hardware specifications. Still, 32-bit (x86) versions of Windows 10 require the 32-bit installer, and the same goes for the 64-bit (x64) version of Windows 10. I struggle to find a good reason to use the 32-bit version of Windows today. The bitwise operator of your computer’s CPU and the corresponding chipset are what determines the version of Windows, which can be used. Most CPUs today are 64-bit, but can run the 32-bit OS. 64-bit platforms make available faster, multicore CPUs, and amounts of RAM greater than 4GB. 32-bit applications, like Mozilla Firefox, and VLC can still run on 64-bit versions of Windows 10. The same goes for 64-bit versions of Windows 7, 8, and 8.1. Unless a concrete and specific reason for using a 32-bit version of Windows is apparent, go with the 64-bit edition.

Microsoft’s hardware requirements for Windows 10 can be found here. Generally, you would be hard pressed to find a computer, worth using, that does not exceed the given hardware specifications. My suggestions are to have at least 4GB of RAM (8GB-16GB would be better), a dual-core x64 CPU (Core i5 or better), and a disk drive with at least 64GB of space. Since we’re installing from scratch, this is the time to replace or optimize any hard drive-related components. I like SSDs because of their speed, and they are no longer incredibly expensive as they used to be. NewEgg has 250GB Samsung SSDs for under $100.00. A no brainer…

Whether your installing to a virtual machine (VM), or actual computer hardware, you should do so to a clean hard drive. It is possible to just install over an old system, and have the Windows 10 installer overwrite everything, but that could be problematic. If an existing computer will be re-purposed as a Windows 10 computer, why not remove the hard drive with the existing Windows install, and replace it with a fresh, clean SSD? That way, if there are any deal-breaking problems with the Windows 10 install, you can just swap-in the original disk drive and be back at square one with no data loss. In any circumstance, if you are going to be tinkering with hard drives, make a fresh and complete backup of any crucial data before proceeding. I have seen static discharges, which were very minimal to us, destroy good hard drives.

To install from a VM, you simply need access to the original ISO for Windows 10. Installing to hardware requires placing the Windows 10 ISO on a USB flash drive as a bootable volume. I like to use a program called “Rufus” to create bootable USB drive for Windows, and Linux. Microsoft also makes a tool for converting an ISO file to a bootable USB drive, as well.

After creating a new VM, point the virtual CD/DVD drive to the Windows 10 install ISO file. In VMware Workstation, a fresh VM, with no installed OS, will boot to the virtual CD/DVD drive file automatically. If an existing VM will be used, which already has an installed OS, wipe the virtual hard drive before installing Windows 10. A basic Windows PE USB flash drive contains the diskpart utility which can quickly erase a drive, virtual or fixed, with the “clean” command. Some computers may require their BIOS to be reconfigured to allow it to boot from a USB drive. Most PCs won’t need to be re-configured this way, but if the PC does not boot to the USB drive, check the BIOS before worrying about the actual USB drive.

Once the computer or VM’s boot sequence detects and mounts the Windows 10 install drive, it will start the install sequence (setup), which is a customized version of Windows PE. When everything is ready, a welcome screen will be displayed.

Choose the appropriate options and click “Next”, or press Alt+N. The next screen allows you to opt for a Windows installation, or to repair your computer. Note that the repair option is only for that version of Windows, the one that is on the ISO. Click “Install now”, or press Alt+I, and things will proceed.

Install Windows 10, or repair your computer.

Next, accept the Microsoft EULA by selecting the check box, or pressing the Alt+A keyboard combo, and clicking “Next” (Alt+N).

Accept the EULA to continue

The Windows 10 installer will next ask where it should install Windows, and display a dialog of detected disk drives. No specific partitioning and formatting is required here. Setup will do that automatically, using the whole drive as a single partition/volume. If you have a different partitioning scheme in mind, do it here. Windows 10 has to be installed on an NTFS volume, no exceptions. If no drives are listed in the dialog box, Windows 10 setup either does not have the storage drivers to detect and mount the drive, or the drive is currently formatted with a file system Windows cannot understand. Erase the drive, and/or obtain the Windows 10 drivers for the computer’s chipset and storage hardware, then select the “Load driver” link (Alt+L).

Choose the drive, and click Next.

Once the install volume is chosen, partitioned, and formatted, setup will copy the install files over to the install drive, create/hide boot and recovery partitions, and unpack the install.wim file onto the main partition. This will take from 15 minutes to an hour, depending on the speed of the target hardware. Just leave the computer alone, and let setup do its thing. If there’s a problem, setup will indicate that.

Installing… Be patient, and leave the computer alone during this part.

If the actual installation portion to the disk drive succeeds, setup will reboot the computer and start from the newly-installed image on the internal hard drive, not the USB install drive. Still, leave the install USB drive inserted into the computer, or keep the install ISO attached to the VM. When setup is ready for more user input, a Windows 10-style series of dialog windows will appear. First being whether or not to customize the setup options, or use “Express settings.” I always opt to customize every time.

Optional choice; Use Express settings, or Customize

Microsoft made Windows 10 very net-centric, and defaults to using, and/or prompting people to use their online services like the Windows Store, and OneDrive. These services are nice, but not be appropriate at this time, or for this user’s install. I really have yet to meet anyone that actually uses apps from the Windows Store, but that is me. Some people may use DropBox, or Google Drive to store their files online. I err on the side of caution, and disable every data collection service Windows 10 setup offers. These new features can be enabled at a later time, if desired.

Turn-off all personalization options that send usage data to Microsoft

Disable automatic connectivity behavior, and advanced telemetry data being sent to Microsoft.

Turn it all off. DO NOT automatically connect to open wireless hotspots

Windows SmartScreen only works for Internet Explorer (IE, and yes, it is still there), and the new Microsoft Edge web browser. It will not help with Mozilla Firefox, or Google Chrome, which is what most people use for everyday browsing. Turn it off. DON’T opt to send browsing data to Microsoft for better page prediction. Google does enough of that already. And absolutely, beyond any reasonable doubt, DO NOT receive Windows updates from unknown computers on the Internet. Keeping Windows is very important, but get the updates from Microsoft.

Turn it all off. There’s no need to send browsing data to Microsoft, or get Windows updates anywhere but from Microsoft

With all of that now set, Windows setup will do as instructed, which will take a little while. During this time, you’ll see the progress wheel doing its thing.

Please wait…

When done, setup will ask about how you are going to log in. This part is a little misleading. The two choices are to join an Azure Active Directory domain, or a local Active Directory domain. The time might not be right for either of these choices yet, so what’s the best option? Even if you’re not ready to join a local Active Directory domain, choose that option, and do not join the Azure domain. The process of selecting the local domain will prompt for the creation of a local administrative account. Recall, that the regular built-in Administrator account is disabled and without a password by default in Windows 8-10.

Join a local Active Directory domain for now

Next is that prompt to create a local account, which will have administrative privileges. Choose a good name, and a long, complex password to secure the account. Ideally, this account being created here should not be for every day use.

Create a local administrative account here in this step

While creating the account, and installing the new-style Windows Store apps behind the scenes, setup display what Microsoft calls “sign-in animation.” This step is repeated for a user that logs into a specific Windows 10 installation for the first time. Also, if a user decides to participate in early previews of new Windows 10 releases, existing users will go through this step again each time a new build of Windows 10 is installed.

Welcome! Please, wait…

When the animation finishes with the completion of the underlying tasks, a fresh Windows 10 desktop is displayed with the Start menu extended. If you’re connected to the Internet through a traditional ethernet UTP cable (Cat5/5e/6), you’ll see a prompt from the right side, asking if the computer should be discoverable on the network. This is a positive indicator of network connectivity. It is up you, but I would remain isolated until anti-malware software is installed and security settings are in place. Something similar will also appear for any available wireless networks that are detected.

Network discovery? Yes/no?

Once network connectivity is established, the next step should be to bring the new Windows 10 installation up to date with the built-in Windows Update client in the new-style Settings application, not the usual “Control Panel” as in earlier versions of Windows. The Start menu has a gear icon on the very left of the menu, above the power button, and under the user icon. The word “Settings” could also just be typed into Cortana, and found that way.

Go for the updates, and update Windows until there is no more updates needed.

One point to consider is that most computers, Windows and macOS, usually have Microsoft Office installed at some point. Businesses usually have volume licenses along with the agreements that give them access to the Windows operating system. Now, Microsoft opts to provide both Windows and the Office suite as a service, instead of a product. Microsoft Office is available in this manner through the Office 365 subscription plan. If you’re going to install Office, do it now, and then run Windows Update on Windows 10 to bring both products up to date at the same time. By default, a new install of Windows 10 will not update itself automatically, immediately after being installed. That will happen overnight, provided the computer is powered on. Click the “Check for updates” button to get the process started.

Current update status, just after install, finds no updates.

Fortunately, Windows 10 hasn’t been out too long to require a massive set of 400+ updates to bring it current like a fresh install of Windows 7. Microsoft has also decided to package individual updates together in “packs” to make updating easier and quicker. The example version I am using here is Windows 10 Education 1607 (10.0.14393.0) x64, which was released on July of 2016. There aren’t that many updates out for this version, so the process will be quick. If Microsoft Office 2016 is included, there will be more updates downloaded, and installed. If Office 2013 is being updated, there will be even more updates to process.

Updates installing. Rinse and repeat until there are no more available.

One tool that is available online, for free (donations are appreciated), is called “wsusoffline.” The idea is to take the updating capacity of a networked WSUS server, and roll it into a local package which can be run like a regular Windows executable. As of this writing, wsusoffline will download, organize, and install updates for Microsoft Windows Vista through Windows 10, and Microsoft Office versions 2007 through 2016, in x86 and x64 versions for each product. Wsusoffline also includes updates for server operating systems, Windows Server 2008 through Windows Server 2016. I’ve used this product to apply a range of updates quickly to fresh installs of Windows I thought were not patched enough to be on the public Internet.

Choose your products, create a destination folder, and download the updates.

If you’d like to use wsusoffline with Windows Vista and Office 2007 installs, don’t wait. Microsoft and eventually wsusoffline are ending support for Windows Vista and Office 2007 on April 11, 2017.

If Windows 10 was just installed in a VM, and after the updates for Windows and Office are done, now would be a good time to create a snapshot. In any situation, Windows 10 will prompt you to activate your copy of Windows. I’d hold-off on this step. Get Windows 10 to the exact spot and configuration you’d like, with all of your applications installed, run it for a few days, then activate. That way, if you need to repeat the installation on the same computer, not others, you won’t burn through your activations. The same goes for Microsoft Office.

Now comes the fun part of installing all of the applications needed on the new install. I take the sting out of this by installing applications AS I need them, and not all at once, automating the install process as much as I can. To get operational, you’re going to need a few apps to be installed immediately after the Windows 10 installation. Windows 10, by itself, is not very useful. I also go through the process of removing the Windows Store apps that come with Windows 10 through Microsoft PowerShell.

The basics for me are: Google Chrome for browsing the web, the free version of Malwarebytes for protection against web-junk, 7-zip to enhance file compression/decompression, iTunes and VLC for my media content, Notepad++ and Visual Studio Code for my text editing duties, Paint.NET for graphics editing, and Sumatra PDF for reading those types of files. On my personal Windows installs, I leave out the Adobe products and Java until they are explicitly needed. Nothing against either one of those vendors, but those products are common malware vectors. At work, they are all needed. For Adobe Reader, Flash Player, Shockwave Player, and AIR. I submit an online form to Adobe for digital distribution. In return, I get a custom URL, which allows me to download full versions of the latest Adobe products. I place the silent install commands for these applications in a script, and run it all from a network share, or virtual share.

A really cool feature about this set of applications is that I don’t have to go out and hunt down the latest versions of each, individually. A website, called Ninite, will create an install package (EXE) that will go out and download the latest versions of the applications you have selected, and install them in one go. For free too, though there a paid pro version.

That’s it! Windows 10 is installed, with updates, and applications. The next steps should be to create another local account, a non-admin, for daily use, and decide how malware protection software will be implemented and managed.

Enjoy!

 

UEFI and a Dell OptiPlex 990

Hello,

I do a great deal of work with virtual machines and perform all of my operating system development on virtual platforms. My desktop PC came with a 500GB hard drive. Using a virtualization program and creating a couple of production sized virtual machines will take up a great deal of that space very quickly.

A larger hard drive is one of the easiest upgrades one can make to a computer. I ordered a 3TB drive for my Dell OptiPlex 990 and had hoped to just plug and chug, but it didn’t work out that way. What I had found out that the default traditional method of BIOS hardware management on the PC only allowed it to see partitions or drives no larger than 2TB. BIOS-based computers use hard drives that are partitioned in the Master Boot Record or “MBR” format. To use the new crop of large drives with more than 2TB of space, one needs to format the drive as a GUID Partition Table or GPT device. There, the largest of drives can be partitioned and formatted as one single volume, which is what I was after.

I should have just done my homework and just ordered a 2TB drive. Under BIOS/MBR, Windows setup would only see 2TB, leaving around 768GB unavailable. GPT disks cannot use the BIOS system. They rely on a newer system called the Universal Extensible Firmware Interface, or “UEFI.” The OptiPlex 990 has the ability to use a BIOS-based system or UEFI, but not both. Each are mutually exclusive to the OptiPlex 990. Newer computers have the ability to use UEFI with support for legacy BIOS system (UEFI-CSM), but not the 990.

I initially tried to get the 3TB HDD to be recognized by booting to a Windows PE boot drive and use DISKPART to partition and format the HDD as a GPT disk. Still, Windows setup would not use the drive. Windows 10 setup would indicate that setup could not use any available partition as they were in GPT format. The problem wasn’t the drive, which was set up correctly, it was the install media. I use an 8GB USB key drive to install Windows from an ISO file. A great piece of freeware called “Rufus” is what I use to make the boot-able USB key from the Windows ISO file. Rufus defaults to creating a Windows PE volume, which is what Windows setup is, that supports both MBR and UEFI with backwards compatibility. I though that would work, and it should have, but the OptiPlex 990 was BIOS or UEFI, not both. One option to create the USB boot key was pure UEFI.

While I was sorting this out, I noticed that when I switched the 990’s BIOS to UEFI mode, there were no more boot-able drives like the HDD, CD/DVD, or USB listed. This was accurate because none had been made available. The 3TB drive was GPT but did not contain any boot-able volumes at that point. I had yet to make a pure-UEFI USB key, and there was no disc in the DVD-RW drive, so no there were no UEFI boot options. Any and all BIOS/MBR, and UEFI/GPT boot devices are shown when the PC POSTs. As soon as I partitioned and formatted the 3TB drive as GPT, and inserted the all-UEFI USB boot drive, the OptiPlex 990 saw the USB drive as a UEFI boot device and Windows setup accepted the partitioned 3TB drive for install. After that, Windows 10 installed and I had ALL of the available space, which came in around 2.78TB.

To do…

Partition/format the drive as a GPT device.

Create a boot-able Windows PE USB drive and boot the target computer to it, with the larger-than-2TB-HDD installed.

Run DISKPART from the Windows PE prompt and enter the following commands to partition and format the drive as a GPT disk, minus the REM statements.

select disk 0
clean
convert gpt
rem == 1. Windows RE tools partition ===============
create partition primary size=300
format quick fs=ntfs label="Windows RE tools"
assign letter="T"
set id="de94bba4-06d1-4d40-a16a-bfd50179d6ac"
gpt attributes=0x8000000000000001
rem == 2. System partition =========================
create partition efi size=100
rem    ** NOTE: For Advanced Format 4Kn drives,
rem               change this value to size = 260 ** 
format quick fs=fat32 label="System"
assign letter="S"
rem == 3. Microsoft Reserved (MSR) partition =======
create partition msr size=128
rem == 4. Windows partition ========================
rem ==    a. Create the Windows partition ==========
create partition primary 
rem ==    b. Create space for the recovery image ===
shrink minimum=15000
rem       ** NOTE: Update this size to match the size
rem                of the recovery image           **
rem ==    c. Prepare the Windows partition ========= 
format quick fs=ntfs label="Windows"
assign letter="W"
rem === 5. Recovery image partition ================
create partition primary
format quick fs=ntfs label="Recovery image"
assign letter="R"
set id="de94bba4-06d1-4d40-a16a-bfd50179d6ac"
gpt attributes=0x8000000000000001
list volume
exit

Script from Microsoft

Create the all-UEFI Windows install USB drive…

Go into the computer’s BIOS by pressing F2 during the boot sequence (Dell), before Windows even starts to load. NOTE: BIOS/MBR disks will not boot in a UEFI/GPT configuration. Any change from BIOS/MBR to UEFI/GPT WILL REQUIRE a Windows reinstall. No way around it, so Back up your data.

On a separate computer, insert the USB key, and open Rufus as an admin.

The USB key should be listed in the top dialog box, make sure you’re formatting the right drive if there are multiple USB drives currently inserted into the PC. From the bottom part, near where it says “Create boot-able disk using [ ISO Image]”, click the small button with the disc and drive icon and choose your Windows install ISO.

Next, select the drop-down menu option under “Partition scheme and target system type”, choose “GPT partition scheme for UEFI.” If the source ISO file changes, the partition scheme changes also, so watch that.

RufusCreate the drive and insert it into the computer that has the large HDD and boot to it by pressing F12 (Dell/Lenovo). If the USB key was created properly as a UEFI device, it will show up as a UEFI boot option under the BIOS boot options which will still be the CD/DVD drive and the HDD (possibly).

Install Windows and relish in the large space now available!