How to Manage Task Sequences in Configuration Manager

In the Configuration Manager console, click Software Library.

In the Software Library workspace, expand Operating Systems, and then click Task Sequences.

On the Home tab, in the Create group, click Create Task Sequence to start the Create Task Sequence Wizard.

On the Create a New Task Sequence page, click Install an existing Image package, and then click Next.

On the Task Sequence Information page, specify the following settings, and then click Next.

- **Task sequence name**: Specify a name that identifies the task sequence.

- **Description**: Specify a description of the task that is performed by the task sequence.

- **Boot image**: Specify the boot image that installs the operating system on the destination computer. The boot image contains a contain a version of Windows PE that is used to install the operating system, as well as any additional device drivers that are required.

  <div class="alert">


  > [!IMPORTANT]
  > <P>The architecture of the boot image must be compatible with the hardware architecture of the destination computer.</P>


  </div>

On the Install Windows page, specify the following settings, and then click Next.

- **Image package**: Specify the package that contains the operating system image to install.

- **Image**: If the operating system image package has multiple images, specify the index of the operating system image to install.

- **Partition and format the target computer installing the operating system**: Specify whether you want the task sequence to partition and format the destination computer before the operating system is installed.

- **Product key**: Specify the product key for the Windows operating system to install. You can specify encoded volume license keys and standard product keys. If you use a non-encoded product key, each group of 5 characters must be separated by a dash (-). For example: *XXXXX-XXXXX-XXXXX-XXXXX-XXXXX*

- **Server licensing mode**: Specify that the server license is **Per seat**, **Per server**, or that no license is specified. If the server license is **Per server**, also specify the maximum number of server connections.

- Specify how to handle the administrator account that is used when the operating system image is deployed.

    - **Disable local administrator account**: Specify whether the local administrator account is disabled when the operating system image is deployed.

    - **Always use the same administrator password**: Specify whether the same password is used for the local administrator account on all computers where the operating system image is deployed.

On the Configure Network page, specify the following settings, and then click Next.

- **Join a workgroup**: Specify whether to add the destination computer to a workgroup.

- **Join a domain**: Specify whether to add the destination computer to a domain. In **Domain**, specify the name of the domain.

  <div class="alert">


  > [!IMPORTANT]
  > <P>You can browse to locate domains in the local forest, but you must specify the domain name for a remote forest.</P>


  </div>

  You can also specify an organizational unit (OU). This is an optional setting that specifies the LDAP X.500-distinguished name of the OU in which to create the computer account if it does not already exist.

- **Account**: Specify the user name and password for the account that has permissions to join the specified domain. For example: *domain\\user* or *%variable%*.

  <div class="alert">


  > [!IMPORTANT]
  > <P>You must enter the appropriate domain credentials if you plan to migrate either the domain settings or the workgroup settings.</P>


  </div>

On the Install Configuration Manager page, specify the Configuration Manager client package to install on the destination computer, and then click Next.

On the State Migration page, specify the following information, and then click Next.

- **Capture user settings**: Specify whether the task sequence captures the user state. For more information about how to capture and restore the user state, see [How to Manage the User State in Configuration Manager](hh397289\(v=technet.10\).md).

  <div class="alert">


  > [!TIP]
  > <P>Two deployment scenarios where you might want to capture user state:</P>
  > <UL>
  > <LI>
  > <P>Side-by-side deployments where you want to migrate the user state from one computer to another computer.</P>
  > <LI>
  > <P>Update deployments where you want to capture and restore the user state on the same computer.</P></LI></UL>


  </div>

- **Capture network settings**: Specify whether the task sequence captures network settings from the destination computer. You can capture the membership of the domain or workgroup in addition to the network adapter settings.

- **Capture Microsoft Windows settings**: Specify whether the task sequence captures Windows settings from the destination computer before the operating system image is installed. You can capture the computer name, registered user and organization name, and the time zone settings.

On the Include Updates page, specify whether to install required software updates, all software updates, or no software updates, and then click Next. If you specify to install software updates, Configuration Manager installs only those software updates that are targeted to the collections that the destination computer is a member of.

On the Install Applications page, specify the applications to install on the destination computer, and then click Next. If you specify multiple applications, you can also specify that the task sequence continues if the installation of a specific application fails.

Complete the wizard.

In the Configuration Manager console, click Software Library.

In the Software Library workspace, expand Operating Systems, and then click Task Sequences.

On the Home tab, in the Create group, click Create Task Sequence to start the Create Task Sequence Wizard.

On the Create a New Task Sequence page, select Build and capture a reference operating system image.

On the Task Sequence Information page, specify the following settings, and then click Next.

- **Task sequence name**: Specify a name that identifies the task sequence.

- **Description**: Specify a description of the task that is performed by the task sequence, such as a description of the operating system that is created by the task sequence.

- **Boot image**: Specify the boot image that installs the operating system image.

  <div class="alert">


  > [!IMPORTANT]
  > <P>The architecture of the boot image must be compatible with the hardware architecture of the destination computer.</P>


  </div>

On the Install Windows page, specify the following settings, and then click Next.

- **Package**: Specify the **Operating System Installers** package that is referenced by the operating system image. This package contains the files that are required to install the operating system.

- **Edition**: Specify the Windows edition for this package. If the **Operating System Installers** package contains multiple editions, you must select the appropriate edition for the Windows product code that is specified by the associated **Product Key**.

- **Product key**: Specify the product key for the Windows operating system to install. You can specify encoded volume license keys and standard product keys. If you use a non-encoded product key, each group of 5 characters must be separated by a dash (-). For example: *XXXXX-XXXXX-XXXXX-XXXXX-XXXXX*

- **Server licensing mode**: Specify that the server license is **Per seat**, **Per server**, or that no license is specified. If the server license is **Per server**, also specify the maximum number of server connections.

- Specify how to handle the administrator account that is used when the operating system is deployed.

    - **Disable local administrator account**: Specify whether the local administrator account is disabled when the operating system is deployed.

    - **Always use the same administrator password**: Specify whether the same password is used for the local administrator account on all computers where the operating system is deployed.

On the Configure Network page, specify the following settings, and then click Next.

- **Join a workgroup**: Specify whether to add the destination computer to a workgroup when the operating system is deployed.

- **Join a domain**: Specify whether to add the destination computer to a domain when the operating system is deployed. In **Domain**, specify the name of the domain.

  <div class="alert">


  > [!IMPORTANT]
  > <P>You can browse to locate domains in the local forest, but you must specify the domain name for a remote forest.</P>


  </div>

  You can also specify an organizational unit (OU). This is an optional setting that specifies the LDAP X.500-distinguished name of the OU in which to create the computer account if it does not already exist.

- **Account**: Specify the user name and password for the account that has permissions to join the specified domain. For example: *domain\\user* or *%variable%*.

  <div class="alert">


  > [!IMPORTANT]
  > <P>You must enter the appropriate domain credentials if you plan to migrate either the domain settings or the workgroup settings.</P>


  </div>

On the Install Configuration Manager page, specify the Configuration Manager client package that contains the source files to install the Configuration Manager client, add any additional properties needed to install the client, and then click Next.

For more information about properties that can be used to install a client, see About Client Installation Properties in Configuration Manager.

On the Include Updates page, specify whether to install required software updates, all software updates, or no software updates, and then click Next. If you specify to install software updates, Configuration Manager installs only those software updates that are targeted to the collections that the destination computer is a member of.

On the Install Applications page, specify the applications to install on the destination computer, and then click Next. If you specify multiple applications, you can also specify that the task sequence continues if the installation of a specific application fails.

On the System Preparation page, specify the following settings, and then click Next.

• Package: Specify the Configuration Manager package that contains the appropriate version of Sysprep to use to capture the reference computer settings.

  If the operating system version that you are running is Windows Vista or later, Sysprep is automatically installed on the computer and you do not have to specify a package. If the operating system version that you are running is Windows XP SP3 or Windows Server 2003 SP2, you must specify a package that contains the version of Sysprep and its support files that is appropriate for that operating system version. This package does not require a program. Configuration Manager uses the Sysprep files contained in the package.

On the Images Properties page, specify the following settings for the operating system image, and then click Next.

• Created by: Specify the name of the user who created the operating system image.

• Version: Specify a user-defined version number that is associated with the operating system image.

• Description: Specify a user-defined description of the operating system computer image.

On the Capture Image page, specify the following settings, and then click Next.

• Path: Specify a shared network folder where the output .WIM file is stored. This file contains the operating system image that is based on the settings that you specify by using this wizard. If you specify a folder that contains an existing .WIM file, the existing file is overwritten.

• Use the following account to access the output folder: Specify the Windows account that has permissions to the network share where the image is stored. You must copy the image to the location that is specified.

Complete the wizard.

In the Configuration Manager console, click Software Library.

In the Software Library workspace, expand Operating Systems, and then click Task Sequences.

On the Home tab, in the Create group, click Create Task Sequence to start the Create Task Sequence Wizard.

On the Create a New Task Sequence page, select Create a new custom task sequence.

On the Task Sequence Information page, specify a name for the task sequence, a description of the task sequence, and an optional boot image for the task sequence to use, and then complete the wizard.

In the Configuration Manager console, click Software Library.

In the Software Library workspace, expand Operating Systems, and then click Task Sequences.

In the Task Sequence list, select the task sequence that you want to edit.

On the Home tab, in the Task Sequence group, click Edit, and then perform any of the following operations:

- To add a task sequence step, click **Add**, select the type of the step, and then click the task sequence step that you want to add. For example, to add the Run Command Line step click **Add**, select **General**, and then click **Run Command Line**.

  For a list of all task sequence steps and their type, see the table that follows this procedure.

- To add a group to the task sequence, click **Add**, and then click **New Group**. After you add a group you can then add steps to the group.

- To change the order of the steps and groups in the task sequence, select the step or group that you want to re-order, and then use the **Move Item Up** or **Move Item Down** icons. You can move only one step or group at a time.

- To remove a step or group, select the step or group and click **Remove**.

Click OK to save the changes.

In the Configuration Manager console, click Software Library.

In the Software Library workspace, expand Operating Systems, and then click Task Sequences.

In the Task Sequence list, select the task sequence that you want to distribute.

On the Home tab, in the Deployment group, click Distribute Content to start the Distribute Content Wizard.

On the General page, verify that the correct task sequence is selected for distribution, and then click Next.

On the Content page, verify the content to distribute, such as the boot image referenced by the task sequence, and then click Next.

On the Content Destination page, specify the collections, distribution point, or destination point group where you want to distribute the task sequence contents, and then click Next.

Complete the wizard.

In the Configuration Manager console, click Software Library.

In the Software Library workspace, expand Operating Systems, and then click Task Sequences.

In the Task Sequence list, select the task sequence that you want to deploy.

On the Home tab, in the Deployment group, click Deploy.

On the General page, specify the following information, and then click Next.

- **Task sequence**: Specify the task sequence that you want to deploy. By default, this box displays the task sequence that you selected.

- **Collection**: Specify the collection that contains the computers that will run the task sequence.

  Do not deploy task sequences that install operating systems to inappropriate collections, such as the **All Systems** collection. Be sure that the collection that you select contains only those computers that you want to run the task sequence.

  <div class="alert">


  > [!NOTE]
  > <P>Beginning with System Center 2012 Configuration Manager SP2, when you deploy a high-risk deployment, such as an operating system, the <STRONG>Select Collection</STRONG> window displays only the custom collections that meet the deployment verification settings that are configured in the site’s properties. High-risk deployments are always limited to custom collections, collections that you create, and the built-in <STRONG>Unknown Computers</STRONG> collection. When you create a high-risk deployment, you cannot select a built-in collection such as <STRONG>All Systems</STRONG>. Uncheck <STRONG>Hide collections with a member count greater than the site’s minimum size configuration</STRONG> to see all custom collections that contain fewer clients than the configured maximum size. For more information, see <A href="mt131412(v=technet.10).md">Configuring High-Risk Deployment Settings in Configuration Manager</A>.</P>
  > <P>The deployment verification settings are based on the current membership of the collection. After you deploy the task sequence, the collection membership is not reevaluated for the high-risk deployment settings.</P>
  > <P>For example, let’s say you set <STRONG>Default size</STRONG> to 100 and the <STRONG>Maximum size</STRONG> to 1000. When you create a high risk deployment, the <STRONG>Select Collection</STRONG> window will only display collections that contain less than 100 clients. If you clear the <STRONG>Hide collections with a member count greater than the site’s minimum size configuration</STRONG> setting, the window will display collections that contain less than 1000 clients.</P>
  > <P>When you select a collection that contains a site role, the following applies:</P>
  > <UL>
  > <LI>
  > <P>If the collection contains a site system server and in the deployment verification settings you configure to block collections with site system servers, then an error occurs and you cannot continue.</P>
  > <LI>
  > <P>If the collection contains a site system server and in the deployment verification settings you configure to warn you if collections that have site system servers, if the collection exceeds the default size value, or if the collection contains a server, then the Deploy Software Wizard will display a high risk warning. You must agree to create a high risk deployment and an audit status message is created.</P></LI></UL>


  </div>

- **Comments (optional)**: Specify additional information that describes this deployment of the task sequence.

On the Deployment Settings page, specify the following information, and then click Next.

- **Purpose**: From the drop-down list, choose one of the following options:

    - **Available**: The task sequence is published in the Software Center and can install it on demand.

    - **Required**: The task sequence is deployed automatically, according to the configured schedule. However, a user can track the task sequence deployment status (if it is not hidden) and install the task sequence before the deadline by using the Software Center.

- For System Center 2012 Configuration Manager SP1 and later:

  **Deploy automatically according to schedule whether or not a user is logged on**: This option is not available when you deploy a task sequence.

  <div class="alert">


  > [!NOTE]
  > <P>In System&nbsp;Center&nbsp;2012 Configuration&nbsp;Manager&nbsp;SP1, this option is named <STRONG>Pre-deploy software to the user’s primary device</STRONG>.</P>


  </div>

- **Send wake-up packets**: If the deployment purpose is set to **Required** and this option is selected, a wake-up packet will be sent to computers before the deployment is installed to wake the computer from sleep at the installation deadline time. Before you can use this option, computers and networks must be configured for Wake On LAN.

- For System Center 2012 Configuration Manager SP1 and later:

  **Allow clients on a metered Internet connection to download content after the installation deadline, which might incur additional costs**: Internet providers sometimes charge by the amount of data that you send and receive when you are on a metered Internet connection.

  <div class="alert">


  > [!NOTE]
  > <P>While using a metered Internet connection might work for task sequences that do not deploy an operating system, it is not supported.</P>


  </div>

- **Require administrator approval if users request this application**: This option is not available when you deploy a task sequence.

- Specify when to make this task sequence available. The available options are different depending on which version of Configuration Manager you are running.

    - **Make available to boot media and PXE**: For Microsoft System Center 2012 Configuration Manager with no service pack only:

      Specify whether the task sequence can be run when you deploy an operating system by using boot media or PXE boot. When you select this option, the **Download all content locally before starting task sequence** on the **Distribution points** page is not available.

    - For System Center 2012 Configuration Manager SP1 and later:

      **Make available to the following**: Specify whether the task sequence is available to Configuration Manager clients, media, or PXE.

      <div class="alert">


      > [!IMPORTANT]
      > <P>Use the <STRONG>Only media and PXE (hidden)</STRONG> setting for automated task sequence deployments. Select <STRONG>Allow unattended operating system deployment</STRONG> and set the SMSTSPreferredAdvertID variable as part of the media to have the computer automatically boot to the deployment with no user interaction. For more information about task sequence variables, see <A href="hh273375(v=technet.10).md">Task Sequence Built-in Variables in Configuration Manager</A></P>


      </div>

On the Scheduling page, specify the following information, and then click Next.

- **Schedule when this deployment will become available**: Specify the date and time when the task sequence is available to run on the destination computer. When you select the **UTC** check box, this setting ensures that the task sequence is available for multiple destination computers at the same time rather than at different times, according to the local time on the destination computers.

  If the start time is earlier than the required time, the client downloads the task sequence at the start time that you specify.

- **Schedule when this deployment will expire**: Specify the date and time when the task sequence expires on the destination computer. When you select the **UTC** check box, this setting ensures that the task sequence expires on multiple destination computers at the same time rather than at different times, according to the local time on the destination computers.

- **Assignment schedule**: Specify when the required task sequence is run on the destination computer. You can add multiple schedules.

  You can specify the date and time when the schedule starts, whether the task sequence runs weekly, monthly, or on a custom interval, and if the task sequence runs after an event such as logging on or logging off the computer.

  <div class="alert">


  > [!NOTE]
  > <P>If you schedule a start time for a required task sequence that is earlier than the date and time when the task sequence is available, the Configuration Manager client downloads the task sequence at the scheduled start time, even though the task sequence is available at an earlier time.</P>


  </div>

- **Rerun behavior**: Specify when the task sequence is rerun. You can specify one of the following options.

    - **Never rerun deployed program**: The task sequence does not rerun on the client if the task sequence has been previously run on the client. The task sequence does not rerun even if it originally failed or if the task sequence files have been changed.

    - **Always rerun program**: The task sequence is always rerun on the client when the deployment is scheduled, even if the task sequence has successfully run previously. This setting is particularly useful when you use recurring deployments in which the task sequence is routinely updated.

      <div class="alert">


      > [!IMPORTANT]
      > <P>Although this option is set by default, it has no affect until you assign a required deployment. Available deployments can always be rerun by a user.</P>


      </div>

    - **Rerun if failed previous attempt**: The task sequence is rerun when the deployment is scheduled only if the task sequence failed to run previously. This setting is particularly useful for required deployments so that they will automatically retry to run according to the assignment schedule if the last attempt to run was unsuccessful.

    - Rerun if succeeded on previous attempt: The task sequence is rerun only if it has previously run successfully on the client. This setting is useful when you use recurring deployments in which the task sequence is routinely updated, and each update requires that the previous update is installed successfully.

  <div class="alert">


  > [!NOTE]
  > <P>Because a user can rerun an available task sequence deployment, make sure that before you deploy an available task sequence in a product environment, you carefully evaluate and test what happens if a user reruns the task sequence multiple times.</P>


  </div>

On the User Experience page, specify the following information, and then click Next.

- **Allow user to run the program independently of assignments**: Specify whether the user is allowed to run a required task sequence independently from the deployment assignments.

- **Show Task Sequence progress**: Specify whether the Configuration Manager client displays the progress of the task sequence.

- **Software installation**: Specify whether the user is allowed to install software outside a configured maintenance windows after the scheduled time.

- **System restart (if required to complete the installation)**: Specify whether the user is allowed to restart the computer after a software installation outside a configured maintenance window after the assignment time.

- **Allow task sequence to run for client on the Internet**: Specify whether the task sequence is allowed to run on an Internet-based client that Configuration Manager detects to be on the Internet. Operations that install software, such as an operating system, are not supported with this setting. Use this option only for generic script-based task sequences that perform operations in the standard operating system.

- **Embedded Devices**: For Configuration Manager SP1 only. When you deploy task sequences to Windows Embedded devices that are write filter enabled, you can specify to install the task sequence on the temporary overlay and commit changes later, or commit the changes at the installation deadline or during a maintenance window. When you commit changes at the installation deadline or during a maintenance window, a restart is required and the changes persist on the device.

  <div class="alert">


  > [!NOTE]
  > <P>When you deploy an application to a Windows Embedded device, make sure that the device is a member of a collection that has a configured maintenance window.</P>


  </div>

On the Alerts page, specify the alert settings that you want for this task sequence deployment, and then click Next.

On the Distribution Points page, specify the following information, and then click Next.

• Deployment options: Specify one of the following options:

  Note

  When you use multicast to deploy an operating system the content must be downloaded to the destination computers either as it is needed or before the task sequence is run.

  • Specify that clients download content from the distribution point to the destination computer as it is needed by the task sequence.

  • Specify that clients download all the content from the distribution point to the destination computer before the task sequence is run. This option is not shown if you specified that the task sequence is available to PXE and boot media deployments (see the Deployment Settings page).

  • Specify that clients run the content from the distribution point. This option is available only when all packages associated with the task sequence is enabled to use a package share on the distribution point. To enable content to use a package share, see the Data Access tab in the Properties for each package. 

• When no local distribution point is available, use a remote distribution point: Specify whether clients can use distribution points that are on slow and unreliable networks to download the content that is required by the task sequence.

Complete the wizard.

In the Configuration Manager console, click Software Library.

In the Software Library workspace, expand Operating Systems, and then click Task Sequences.

In the Task Sequence list, select the task sequences that you want to export. If you select more than one task sequence, they are stored in one export file.

On the Home tab, in the Task Sequence group, click Export to start the Export Task Sequence Wizard.

On the General page, specify the following settings, and then click Next.

- In the **File** box, specify the location and name of the export file. If you enter the file name directly, be sure to include the .zip extension to the file name. If you browse for the export file, the wizard automatically adds this file name extension.

- Clear the **Export all task sequence dependencies** check box if you do not want to export task sequence dependencies. By default, the wizard scans for all the related objects and exports them with the task sequence. This includes any dependencies for applications.

- Clear the **Export all content for the selected task sequences and dependencies** check box if you do not want to copy the content from the package source to the export location. If this check box is selected, the Import Task Sequence Wizard uses the import path as the new package source location.

- In the **Administrator comments** box, add a description of the task sequences to export.

Complete the wizard.

In the Configuration Manager console, click Software Library.

In the Software Library workspace, expand Operating Systems, and then click Task Sequences.

On the Home tab, in the Create group, click Import Task Sequence to start the Import Task Sequence Wizard.

On the General page, specify the exported .zip file, and then click Next.

On the File Content page, select the action that you require for each object that you import. This page shows all the objects that Configuration Manager will import.

- If the object has never been imported, select **Create New**.

- If the object has been previously imported, select one of the following actions:

    - **Ignore Duplicate** (default): This action does not import the object. Instead, the wizard links the existing object to the task sequence.

    - **Overwrite**: This action overwrites the existing object with the imported object. For applications, you can add a revision to update the existing application or create a new application.

Complete the wizard.

In the Configuration Manager console, click Assets and Compliance.

In the Assets and Compliance workspace, expand the collection that contains the computer that you want to add the variable to.

Select the computer and click Properties.

In the Properties dialog box, click the Variables tab.

For each variable that you want to create, click the New icon in the <New> Variable dialog box and specify the name and the value of the task sequence variable. Clear the Do not display this value in the Configuration Manager console check box if you want to hide the variables so that they are not visible in the Configuration Manager console.

After you have added all the variables to the computer, click OK.

In the Configuration Manager console, click Assets and Compliance.

In the Assets and Compliance workspace, select the collection that you want to add the variable to and click Properties.

In the Properties dialog box, click the Collection Variables tab.

For each variable that you want to create, click the New icon In the <New> Variable dialog box and specify the name and the value of the task sequence variable. Clear the Do not display this value in the Configuration Manager console check box if you want to hide the variables so that they are not visible in the Configuration Manager console.

Optionally, specify the priority for Configuration Manager to use when the task sequence variables are evaluated.

After you have added all the variables to the collection, click OK.

In the Configuration Manager console, click Software Library.

In the Software Library workspace, expand Operating Systems, and then click Task Sequences.

In the Task Sequence list, select the task sequence that you want to manage, and then select one of the available options.