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Create an OS Image by Using Image Builder Wizard (Standard 8)

7/8/2014

Learn how to use Image Builder Wizard (IBW) to create a basic Windows Embedded 8 Standard (Standard 8) image, then deploy it to a device.

Introduction

Image Builder Wizard (IBW) is one of two primary tools that you use to develop a Windows Embedded 8 Standard (Standard 8) image that you can then install on your device (the other is Image Configuration Editor (ICE)). IBW runs directly on your device, and you use it to choose the functionality you want to have in your OS image. One advantage of using IBW is that it can automatically detect the drivers required by your device as part of the process of configuring a Standard 8 image. It also creates the image and installs it on your device.

Warning

Do not run IBW on your development computer. It is meant to run on your device.

Lab Exercise Purpose

This lab demonstrates how to use the IBW tool to create an OS image and install it on a device.

Overview of Steps

In this lab you will use the IBW tool to create a Windows Embedded 8 Standard (Standard 8) image that has Internet Explorer 10. You will run the IBW tool, select features for your image, and install the image on your device.

Lab overview

  • Step 1: Start Image Builder Wizard on Your Device
    Start the appropriate version of IBW on your device.
  • Step 2: Enter Initial Settings for IBW
    Enter your product key, select your language preferences, and select how you will create your image.
  • Step 3: Select Drivers
    Automatically detect the drivers required by your device and manually add any drivers that are required.
  • Step 4: Select Modules to Include in Your Image
    Select the modules that are necessary to support Internet Explorer 10.
  • Step 5: Install the Image onto Your Device
    Install the OS that you create in the steps above onto your device.

Prerequisites

To perform the steps in this lab exercise, the following are required:

Required Hardware

Your development computer and your device must meet the minimum hardware requirements:

Required Software

The following software is required:

  • If your device can boot from a DVD drive: The Standard 8 Bootable IBW disk appropriate for the architecture (x86 or x64) of your device.
  • If your device cannot boot from a DVD drive you will need an 8 gigabyte (GB) minimum USB flash drive that you prepared in “Step 2: (Optional) Create USB Boot Media for Your Device” of Get Started with Standard 8.

Required Lab Exercises or Knowledge

The following lab exercises must be completed before you begin this lab exercise:

  1. Get Started with Standard 8

Knowledge of the following is recommended before you begin this lab exercise:

Step 1: Start Image Builder Wizard on Your Device

In this step you will run the Image Builder Wizard tool to install the Standard 8 OS on your device.

To start Image Builder Wizard (IBW) on your device

  1. To start Image Builder Wizard on your device, either:

    • Boot from your own custom IBW media that you created by using ICE.

    • Run setup.exe from the Standard 8 IBW DVD. Use the version of the DVD (x86 or x64) that matches the architecture of your device.

    • If your device cannot boot from a DVD, boot your device by using the USB flash drive that you prepared in Get Started with Standard 8.

      Note

      To boot from a USB flash drive, you may need to adjust the BIOS settings on your device to boot from a USB device.

Step 2: Enter Initial Settings for IBW

In this step you will ready IBW for use.

To enter initial settings for IBW

  1. After IBW starts, in the Windows Setup Wizard, click Install now.

  2. Enter the product key that came with your evaluation software, and click Next.

  3. Accept the license terms by clicking I accept the license terms, and then click Next.

  4. On the Choose how to create your image page, click Do not use a template, and then click Next.

  5. Select your language preferences, and then click Next.

Step 3: Select Drivers

In this step you will select the drivers that you want installed on the device. IBW can automatically try to identify the drivers required on your device, but there will also be an opportunity to add any drivers that are not automatically identified.

To select drivers

  1. In the Windows Setup Wizard, on the Find and select device drivers page, ensure that Automatically detect devices is selected, and click Next.

  2. On the Confirm drivers to install page, confirm that the drivers you need for your device are listed.

  3. If you have drivers that you need to add that are not listed, click Browse and navigate to the directory containing the INF files for those drivers, and then click OK. IBW will look for the INF files that describe your drivers in that directory and its subdirectories. The Import Drivers dialog box will report the number of drivers added. Click OK to close the Import Drivers dialog box.

  4. When you are satisfied that you have included the necessary drivers, on the Confirm drivers to install page, click Next to select the modules to include in your image.

Validation and Troubleshooting

If you chose to manually add your own drivers and there was an error, consult the setup log files under <PE Drive>:\windows\panther for details. The driver error report will specify the drive letter for <PE Drive>.

Step 4: Select Modules to Include in Your Image

In this step you will add the modules necessary to include Internet Explorer in your image.

To add modules to your image

  1. In the Windows Setup Wizard, on the Select the modules to include in your image page, expand User Applications, and then select Internet Explorer 10. By selecting this option, you include the functionality necessary for Internet Explorer 10 in your image.

  2. Expand Branding, and then select Branded Screens.

  3. [Optional] Select any additional modules that you want to add to your image, including any custom modules that you have created.

  4. Click Resolve Dependencies to add all modules that your selected modules are dependent on.

  5. Click Next to see a summary of drivers and features that will be include in your OS image.

  6. Review the information on the Summary of drivers and features page and click Next.

Validation and Troubleshooting

If you need to return to an earlier step, click the back-arrow button which is located in the top left-hand corner of each page.

On the Summary of drivers and features page, you can expand Unmapped Devices to see which devices were not mapped to a device driver. Click the back-arrow located at the upper-left of the page until you return to the Confirm Drivers to install page, from which you can click Browse to locate the INF files that you will need to provide for the unmapped devices.

You can still proceed with installing the image without providing drivers for all of the devices. Those devices will simply not operate when the device is booted into the OS image you have configured.

Step 5: Install the Image onto Your Device

In this step you will select and prepare the drive on your device where you will install your Standard 8 image.

To install the image onto your device

  1. In the Windows Setup Wizard, the Where do you want to install Windows page lists the available drives and partitions on your device. Select the drive/partition that your device is configured to boot from.

    Warning

    The following steps will format the selected drive. Before proceeding, make sure that there is no data on the partition that you need to keep.

  2. To ensure that you have enough disk space available for your OS, click Drive Options (advanced), and then click Format.

  3. Verify that you want to format the partition and click OK to begin formatting the partition.

  4. After the partition is formatted, click Next to install your OS image on the device. During the installation process (which will take several minutes), your device will reboot. You will need to remove your USB flash drive before your device reboots to complete the installation process.

    If you forget to remove the USB flash drive, your device may boot back into the IBW tool. If that occurs, exit IBW and remove your USB flash drive and reboot the device.

  5. When the Install evaluation copy wizard appears, click Next, and then complete the Standard 8 setup wizard to configure your OS.

  6. Now you can try out your Standard 8 OS.

Additional Information

Standard 8 Media

Image Builder Wizard Technical Reference

Conclusion

In this lab you used IBW to create a Standard 8 image that includes Internet Explorer 10 and the drivers necessary for Standard 8 to run on your device.

The following lab exercises include related information:

See Also

Other Resources

Lab Exercises