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BitLocker Design Guide

This guide provides a systematic approach to help you frame your decision making process. It assumes that you have a good understanding of how BitLocker and TPM work. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document.

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0% found this document useful (0 votes)
1K views

BitLocker Design Guide

This guide provides a systematic approach to help you frame your decision making process. It assumes that you have a good understanding of how BitLocker and TPM work. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document.

Uploaded by

layant
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
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You are on page 1/ 47

Windows BitLockerTM Drive Encryption

Design Guide
Microsoft Corporation
Published: August 2007

Abstract
This document describes the various aspects of planning for deploying Windows BitLocker Drive
EncryptionTM for Windows Vista® Enterprise and Windows Vista® Ultimate computers in an
enterprise environment. To plan your enterprise deployment of BitLocker, you must first
understand your current policies and procedures. This guide provides a systematic approach to
help you frame your decision making process before deploying BitLocker and establish BitLocker
design strategy.
This guide is intended for use by an infrastructure specialist or system architect. It assumes that
you have a good understanding of how BitLocker and TPM work on a functional level.

1
The information contained in this document represents the current view of Microsoft Corporation
on the issues discussed as of the date of publication. Because Microsoft must respond to
changing market conditions, it should not be interpreted to be a commitment on the part of
Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the
date of publication.
This White Paper is for informational purposes only. MICROSOFT MAKES NO WARRANTIES,
EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT.
Complying with all applicable copyright laws is the responsibility of the user. Without limiting the
rights under copyright, no part of this document may be reproduced, stored in or introduced into a
retrieval system, or transmitted in any form or by any means (electronic, mechanical,
photocopying, recording, or otherwise), or for any purpose, without the express written permission
of Microsoft Corporation.
Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual
property rights covering subject matter in this document. Except as expressly provided in any
written license agreement from Microsoft, the furnishing of this document does not give you any
license to these patents, trademarks, copyrights, or other intellectual property.
Unless otherwise noted, the example companies, organizations, products, domain names, e-mail
addresses, logos, people, places and events depicted herein are fictitious, and no association
with any real company, organization, product, domain name, email address, logo, person, place
or event is intended or should be inferred.
© 2007 Microsoft Corporation. All rights reserved.
Microsoft, ActiveX, BitLocker, ImageX, Visual Studio, Windows Deployment Services, Windows
Vista, and Windows XP are either registered trademarks or trademarks of Microsoft Corporation
in the United States and/or other countries.
The names of actual companies and products mentioned herein may be the trademarks of their
respective owners.

2
Contents
Windows BitLocker Drive Encryption Design Guide........................................................................4
Designing a BitLocker Strategy...................................................................................................5
Audit your environment............................................................................................................5
Evaluate BitLocker authentication methods.............................................................................8
Create a BitLocker support matrix..........................................................................................12
Define hardware implementation standards...........................................................................13
Define disk configuration........................................................................................................18
Define Active Directory Domain Services configuration..........................................................19
Define BitLocker and Windows Vista Group Policy settings...................................................20
Define password and key management policies....................................................................23
Define support processes.......................................................................................................24
Define inventory and tracking processes................................................................................24
Determine when to configure computers for BitLocker...........................................................25
Checklist: Designing a BitLocker strategy..............................................................................27
Document your BitLocker design............................................................................................29
Case study: Contoso Pharmaceuticals strategy design.........................................................33
Appendix: Reviewing BitLocker Requirements..........................................................................46

3
Windows BitLocker Drive Encryption Design
Guide
This document describes the various aspects of planning for deploying Windows BitLockerTM
Drive Encryption for Windows Vista® Enterprise and Windows Vista® Ultimate computers in an
enterprise environment. To plan your enterprise deployment of BitLocker, you must first
understand your current policies and procedures. This guide provides a systematic approach to
help you frame your decision making process before deploying BitLocker and establish a
BitLocker design strategy.
This guide is intended for use by an infrastructure specialist or system architect. It assumes that
you have a good understanding of how BitLocker and TPM work on a functional level.
After you read this guide and finish gathering and documenting your organization's requirements,
you will have the information necessary to begin deploying BitLocker using the guidance in the
Windows BitLocker Drive Encryption Deployment Guide (http://go.microsoft.com/fwlink/?
LinkId=96685).

Overview of BitLocker
BitLocker is a data protection feature available in Windows Vista Enterprise and Windows Vista
Ultimate for client computers, and in Windows Server® 2008. BitLocker addresses the threats of
data theft and of exposure from lost, stolen, or inappropriately decommissioned personal
computers by providing a closely integrated solution in Windows Vista.
Data on a lost or stolen computer is vulnerable to unauthorized access, either by running a
software attack tool against it or by transferring the computer’s hard disk to a different computer.
BitLocker helps mitigate unauthorized data access by enhancing Windows Vista file and system
protections. BitLocker also helps render data inaccessible when BitLocker-protected computers
are decommissioned or recycled.
For more information about the TPM and BitLocker, see the following resources.
• Windows BitLocker Drive Encryption Technical Overview (http://go.microsoft.com/fwlink/?
LinkId=77977).
• Windows BitLocker Drive Encryption Frequently Asked Questions
(http://go.microsoft.com/fwlink/?LinkId=77976).
• Trusted Computing Group: Trusted Platform Module (TPM) Specifications
(http://go.microsoft.com/fwlink/?LinkID=69584).

4
Designing a BitLocker Strategy
This section describes the critical planning steps that are necessary to deploy BitLocker Drive
Encryption. Review and complete these planning tasks before you begin deployment. The
following sections will help you collect information that you can use to frame your decision-making
process about deploying and managing BitLocker systems. When you design your BitLocker
deployment strategy, define the appropriate policies and configuration requirements based on the
business requirements of your organization.
Topics in this section
• Audit your environment
• Evaluate BitLocker authentication methods
• Create a BitLocker support matrix
• Define hardware implementation standards
• Define disk configuration
• Define Active Directory Domain Services configuration
• Define BitLocker and Windows Vista Group Policy settings
• Define password and key management policies
• Define support processes
• Define inventory and tracking processes
• Determine when to configure computers for BitLocker
• Checklist: Designing a BitLocker strategy
• Document your BitLocker design
• Case study: Contoso Pharmaceuticals strategy design

Audit your environment


To plan your enterprise deployment of BitLocker, you must first understand your current
environment. Conduct an informal audit to define your current policies, procedures, and hardware
environment. Focus in the following areas that BitLocker might affect:
• Security policies
• IT department structure
• Build process
• Current and future hardware platform considerations
• Impact on current systems management tools

Note
Refer to the "Audit Your Environment" section in Case study: Contoso Pharmaceuticals
strategy design to understand how Contoso audited and documented its environment.

5
Document current security policies
Begin by reviewing your existing corporate security policies as they relate to disk encryption
software. If your organization is not currently using disk encryption software, none of these
policies will exist. If you are using disk encryption software, then you might need to modify your
organization's policies to address the capabilities of BitLocker.
Use the following questions to help you document your organization's current disk encryption
security policies:
1. Are there policies to address which computers will use BitLocker and which computers
will not use BitLocker?
2. What policies exist to control recovery password and recovery key storage?
3. What are the policies for validating the identity of users that need to perform BitLocker
recovery?
4. What policies exist to control who in the organization has access to recovery data?
5. What policies exist to control computer decommissioning or retirement?

Document current IT department structure


Before you can understand how BitLocker affects deployment of new computers and retirement
of outdated computers, you should fully understand how your IT department currently handles
desktop and server management.
Use the following questions to help you document your current IT department structure:
1. What part of your organization sets the standards for purchasing new computers?
2. Who in your organization builds and configures desktop and laptop computers?
3. Who in your organization builds and configures server systems?
4. Who is responsible for Active Directory Domain Services (AD DS) management?
5. Who is responsible for retiring outdated computers?

Document current build process


Windows Vista offers new deployment tools and technology to streamline deployment. There are
also specific deployment and configuration requirements for BitLocker.
Use the questions below to document your current processes before you plan your deployment:
1. Has your organization documented its system build process? If not, ensure that you
document your organization's current system build processes.
2. Are computers shipped to you preconfigured from the OEM with a corporate build?
3. Are new computer operating system installations performed on site or are they performed
remotely?
4. Do you use one standard corporate image, or do you use many?
5. What tools and methods do you currently use for deployment?
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6. Which departments are involved in deployment?
7. Is there any user interaction during deployment?
8. If you use sector-based or image-based deployment, what is included in these images?
9. How are these images serviced over time?
10. What infrastructure dependencies does your build process have (such as SQL Server or
Web servers)?

Document current and future hardware platform considerations


Documenting the existing hardware platforms that are deployed in your environment helps you
discover how your current environment will support BitLocker.
Use the following questions to document your current and future hardware platform
considerations:
1. What laptop hardware platforms are in use?
2. What desktop hardware platforms are in use?
3. Do any of the current hardware platforms have a TPM version 1.2?
4. What is the hardware lifecycle and refresh policy?
5. Are the computers with a TPM version 1.2 Windows Vista® Enterprise or
Windows Vista® Ultimate certified?
6. For computers without a TPM version 1.2, does the current BIOS support reading USB
devices in the pre-operating system environment?
7. For computers without a TPM version 1.2, is a BIOS update available to add support for
reading USB devices in the pre-operating system environment?

Recommendation
Test your individual hardware platforms with the BitLocker system check option while you are
enabling BitLocker. After you install Windows Vista, use the BitLocker Control Panel item to start
a BitLocker system check on the computer.The system check will ensure that BitLocker can read
the recovery information from a USB device and encryption keys correctly before it encrypts the
volume. CD and DVD drives cannot act as a block storage device and cannot be used to store
the BitLocker recovery material.

To test for system compatibility on a Windows Vista computer


1. Click the Start button, click Control Panel, and then click Security.
2. Under BitLocker Drive Encryption, click Protect your computer by encrypting
data on your disk.
3. If the User Account Control dialog box appears, confirm that the action it displays is
what you want, and then click Continue.
4. Click Turn On BitLocker.

7
5. In the BitLocker Drive Encryption dialog box, select an authentication method and
save the BitLocker recovery material in whatever manner you prefer.
6. On the Encrypt the volume page, select the Run BitLocker system check check
box, and then click Next.
7. Restart and log on to the computer, and then check the notification area for any
BitLocker notifications.

Assess impact on current systems management tools


Use the following questions to asses what impact BitLocker will have on your existing software
distribution tools and methods:
• Do you distribute software or system updates remotely?
• Do you perform overnight distribution?
• Do you reboot users’ computers without the users being present?
Depending on the types of authentication methods that you have specified for particular
classifications of computers, BitLocker could impact your distribution methods.
For example, if a computer uses the TPM + PIN or TPM + startup key authentication method, and
at 2:00 AM you deploy software updates to the computer that requires a reboot, the computer will
not continue with the boot process unless the PIN is entered or the startup key is inserted. From a
user’s perspective, the computer was running when he or she left the day before but has been
rebooted overnight. If you currently use wake-on-LAN or a BIOS auto-power-on feature to boot
computers for maintenance purposes, these computers will also be affected by the use of the
TPM + PIN or TPM + startup key authentication method.

Evaluate BitLocker authentication methods


BitLocker helps prevent unauthorized access to data on lost or stolen computers by:
• Encrypting the entire Windows operating system volume on the hard disk.
• Verifying the boot process integrity.
The TPM is a hardware component installed in many newer computers by the computer
manufacturers. It works with BitLocker to help protect user data and to ensure that a computer
running Windows Vista has not been tampered with while the system was offline.
In addition, BitLocker offers the option to lock the normal startup process until the user supplies a
personal identification number (PIN) or inserts a removable USB device, such as a flash drive,
that contains a startup key. These additional security measures provide multifactor authentication
and assurance that the computer will not start or resume from hibernation until the correct PIN or
startup key is presented.
On computers that do not have a TPM version 1.2, you can still use BitLocker to encrypt the
Windows operating system volume. However, this implementation will require the user to insert a

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USB startup key to start the computer or resume from hibernation, and does not provide the pre-
startup system integrity verification offered by BitLocker working with a TPM.

BitLocker key protectors

Key protector Description

TPM A hardware device used to help establish a


secure root-of-trust. BitLocker only supports
TPM version 1.2 and above.

PIN A user-entered numeric key protector that can


only be used in addition to the TPM.

Startup key An encrypted file that can be stored on most


removable media. This key protector can be
used alone on non-TPM computers, or in
conjunction with a TPM for added security.

Recovery password A 48-digit number used to unlock a volume


when it is in recovery mode. The user must
enter this password at boot time by using the
function keys (F1-F10).

Recovery key An encrypted file used for recovering data


encrypted on a BitLocker volume.

BitLocker in Windows Vista supports four different authentication modes, depending on the
computer's hardware capabilities and the desired level of security.

BitLocker authentication methods

Authentication method Requires user interaction Description

TPM only No TPM validates early boot


components.

TPM + PIN Yes TPM validates early boot


components. The user must
enter the correct PIN before the
start-up process can continue,
and before the drive can be
unlocked. A Trusted Computing
Group (TCG) compliant TPM
version 1.2 helps to protect the
PIN from brute force attacks.

9
Authentication method Requires user interaction Description

TPM + startup key Yes The TPM successfully validates


early boot components, and a
USB flash drive containing the
startup key has been inserted.

Startup key only Yes The user is prompted to insert


the USB flash drive that holds
the recovery key and/or startup
key and reboot the computer.

BitLocker authentication methods differ in the level of protection offered, cost of deployment, and
ease of use.
Review the questions and decision-making flowchart below when evaluating authentication
modes to help deploy a solution that best meets your security needs.

10
Decision-making flowchart

Will you support computers without TPM version 1.2?


Determine whether you will support computers that do not have a TPM version 1.2 in your
environment. If you choose to support BitLocker on this type of computer, a user must use a USB
startup key to boot the system. This requires additional support processes similar to multifactor
authentication.
What areas of your organization need a baseline level of data protection?
The TPM-only authentication method will provide the most transparent user experience for
organizations that need a baseline level of data protection to meet security policies. It has the
lowest total cost of ownership. TPM-only might also be more appropriate for computers that are
unattended or that must reboot unattended.
However, TPM-only authentication method offers the lowest level of data protection. This
authentication method protects against attacks that modify early boot components, but the level
of protection can be affected by potential weaknesses in hardware or in the early boot
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components. BitLocker’s multifactor authentication methods significantly increase the overall level
of data protection.
What areas of your organization need a more secure level of data protection?
If there are areas of your organization where data residing on user computers is considered
highly-sensitive, consider the best practice of deploying BitLocker with multifactor authentication
on those systems. Requiring the user to input a PIN or USB startup key significantly increases the
level of protection for the system.
What multifactor authentication method does your organization prefer?
The protection differences between having a PIN and having a USB startup key cannot be easily
quantified, especially because users might leave USB devices in their computers or use the
devices for other tasks. Consider each authentication method's impact on Helpdesk support, user
education, user productivity, and automated systems management processes. The cost of
distributing USB startup keys might make PIN the multifactor method of choice. Users forgetting
the PIN or losing the USB startup key will lead to additional requests for recovery. Minimize the
Helpdesk impact by considering the guidance you give to users during provisioning (for example,
have users specify a 4-digit PIN instead of a 10-digit PIN).

Note
Refer to the "Evaluate BitLocker authentication methods" section in Case study: Contoso
Pharmaceuticals strategy design to understand how Contoso documented its current
environment.

Create a BitLocker support matrix


Most enterprise organizations have a mixture of laptop and desktop computers. Even though not
all of these computers will contain sensitive data, BitLocker can be deployed across the
enterprise.
You can group your enterprise’s computers into a mixture of computer-based and role-based
groupings:
• Computer-based groupings
• Desktop computers
• Laptop computers
• High-security computers
• Low-security computers
• Role-based groupings
• Accounting organization computers
• Software development computers
• Executive computers
• Tele-working computers

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• Remote location computers
Based on the BitLocker key protectors that you have decided to use, and how you have grouped
your various computers, document the BitLocker authentication modes in your environment. You
can use the sample support matrix table in Document your BitLocker design in the "Create a
BitLocker support matrix" section.

Define hardware implementation standards


Topics in this section
• TPM hardware configurations
• Non-TPM hardware configurations
• OEM-specific requirements
As part of your deployment, refer to the hardware platform information in the Current and future
hardware platform section in Audit your environment to help you decide what hardware platforms
will have BitLocker support.
Consider what hardware you will be using for computers that are running BitLocker. You might
choose to support BitLocker only on new systems that have a TPM version 1.2, or you might
choose to support existing computers that do not have a TPM version 1.2. These computers can
use BitLocker in a non-TPM configuration.

TPM hardware configurations


In your deployment plan, identify what TPM-based hardware platforms will be supported.
Document the hardware models from an OEM of your choice, so that their configurations can be
tested and supported. TPM hardware requires special consideration during all aspects of
planning and deployment.

Physical presence interface


The Trusted Computing Group (TCG) TPM specification requires physical presence to perform
some TPM administration functions, such as turning on and turning off the TPM. Physical
presence means a person must physically interact with the system and the TPM interface in order
to confirm or reject changes to TPM status. This typically cannot be automated with scripts or
other automation tools unless the individual OEM supplies them. The following are examples of
TPM administrative tasks that require physical presence:
• Activating the TPM
• Clearing the existing owner information from the TPM without owner password
• Deactivating the TPM
• Temporarily disabling the TPM without the owner password

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TPM states of existence
For each of the TPM states of existence, the TPM can transition into another state (for example,
moving from disabled to enabled). The states are not exclusive.

State Description

Enabled Most features of the TPM are available.


The TPM may be enabled and disabled multiple
times within a boot period, if ownership is taken.

Disabled The TPM restricts most operations. Exceptions


include the ability to report TPM capabilities,
extend and reset Platform Configuration
Register (PCR) functions, and to perform
hashing and basic initialization.
The TPM may be enabled and disabled multiple
times within a boot period.

Activated Most features of the TPM are available. The


TPM may be activated and deactivated only
through physical presence which requires a
reboot.

Deactivated Similar to disabled, with the exception that


ownership can be taken while deactivated and
enabled. The TPM may be activated and
deactivated only through physical presence
which requires a reboot.

Owned Most features of the TPM are available. The


TPM has an endorsement key and storage root
key, and the owner knows information about
owner authorization data.

Un-owned The TPM does not have a storage root key and
may or may not have an endorsement key.

Important
BitLocker cannot use the TPM until it is in the following state: enabled, activated, and
owned. When the TPM is in this state and only when it is in this state, all operations are
available.

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The state of the TPM exists independent of the computer’s operating system. Once the TPM is
enabled, activated, and owned, the state of the TPM is preserved if the operating system is
reinstalled.

Endorsement keys
For a TPM to be usable by BitLocker, it must contain an endorsement key, which is an RSA key
pair. The private half of the key pair is held inside the TPM and is never revealed or accessible
outside the TPM. If the TPM does not contain an endorsement key, BitLocker will force the TPM
to generate one automatically as part of BitLocker setup.
An endorsement key can be created at various points in the TPM’s lifecycle, but needs to be
created only once for the lifetime of the TPM. If an endorsement key does not exist for the TPM, it
must be created before TPM ownership can be taken.
You can create the endorsement key with any one of the following:
• BitLocker user interface when you take TPM ownership. For guidance about how to take
ownership of the TPM, see the Windows Trusted Platform Module Step-by-Step Guide
(http://go.microsoft.com/fwlink/?LinkID=82830).
• TPM WMI providers (http://go.microsoft.com/fwlink/?LinkId=93478)
• For a sample WMI script, download the Microsoft BitLocker Deployment Code
Samples (http://go.microsoft.com/fwlink/?LinkID=96685).
For more information about the TPM and the TCG, see the Trusted Computing Group: Trusted
Platform Module (TPM) Specifications (http://go.microsoft.com/fwlink/?LinkID=69584).

Non-TPM hardware configurations


Your existing non-TPM hardware might be able to run BitLocker with additional support.
Use the following questions to identify issues that might affect your deployment in a non-TPM
configuration:
• Does the current hardware meet the minimum specifications to support Windows Vista? If
it is not capable of supporting Windows Vista, is the hardware upgradeable, or is it a better
choice to replace it?
• Do you have budget for USB flash drives for each of these computers?
• What is the expected service life of these USB devices?
• Do your existing non-TPM devices support USB devices at boot time?

Recommendation
Test your individual hardware platforms with the BitLocker system check option while you are
enabling BitLocker. After you install Windows Vista, use the BitLocker Control Panel item to start
a BitLocker system check on the computer.The system check will ensure that BitLocker can read
the recovery information from a USB device and encryption keys correctly before it encrypts the

15
volume. CD and DVD drives cannot act as a block storage device and cannot be used to store
the BitLocker recovery material.

To test for system compatibility on a Windows Vista computer


1. Click the Start button, click Control Panel, and then click Security.
2. Under BitLocker Drive Encryption, click Protect your computer by encrypting
data on your disk.
3. If the User Account Control dialog box appears, confirm that the action it displays is
what you want, and then click Continue.
4. Click Turn On BitLocker.
5. In the BitLocker Drive Encryption dialog box, select an authentication method and
save the BitLocker recovery material in whatever manner you prefer.
6. On the Encrypt the volume page, select the Run BitLocker system check check
box, and then click Next.
7. Restart and log on to the computer, and then check the notification area for any
BitLocker notifications.

OEM-specific requirements
Choose computers that have a TPM version 1.2 that is certified for Windows Vista. For TPM-
compliant computers, each manufacturer will likely have a different default shipping configuration.
Use the following questions to help plan for automated deployment:
• What tools does the OEM provide to automate TPM management?
Investigate what management tools your OEM provides for managing the BIOS configuration
of your computers. These tools should be comprehensive enough to manage the state of the
TPM and the BIOS administrator password if required. Without these tools, several manual
steps could be interjected into your automated build process.
• When in the computer’s lifecycle is the endorsement key for the TPM generated?
Before you can use a TPM, it must have an endorsement key applied to it. The endorsement
key is valid only for the TPM with which it is associated, and it must be tracked for the entire
life of the computer. There are various times when this endorsement key can be applied to
the platform. The manufacturer can do this during the build process, or a value-added reseller
or the computer owner (consumer) can do it. It is important to know where or when the
endorsement key is applied because this information must be kept secure and tracked for the
entire life of the computer.
You can automate creation of the endorsement key during your build process, or you can rely
on the manufacturer or OEM to apply the endorsement key. If you choose to create the
endorsement key during your build process, and if an endorsement key does not exist, see
the sample WMI script, enablebitlocker.vbs, which is available as part of the Microsoft

16
BitLocker Deployment Code Samples (http://go.microsoft.com/fwlink/?LinkID=96685). The
sample script automatically creates an endorsement key when taking ownership of the TPM.
If you use the BitLocker user interface to enable BitLocker, an endorsement key will be
created automatically when taking ownership of the TPM.
• How is the TPM configured in the BIOS when it is shipped to your organization?
From a deployment perspective it is important to have computers shipped to you in a state
that is secure and that allows you to streamline your deployment process. Computers that are
equipped with a TPM and shipped to your organization in a disabled state will require
physical presence at some point during your build process to enable it. This physical
presence requirement will inject a manual step into your deployment. Some OEMs might
provide automation tools to override this manual step, but this depends on each OEM’s
implementation of the TPM technology.
The TPM can also be shipped in an enabled state. This allows you to automate the activation
and ownership process within Windows Vista, using the BitLocker WMI providers.
• Does the OEM require a BIOS administrator password to use the TPM?
As a part of the physical presence specification, the OEM might require that a BIOS
administrator password be set to enable and activate the TPM. This requirement might also
inject a manual step into your deployment process. Again, OEMs might provide automation
tools to specify the password. You might consider having the OEM ship the computer not only
with the TPM enabled, but also with a default BIOS administrator password for your
organization. You can then change the BIOS password during the build process if the OEM
provides the appropriate automation tools.
• How is the boot order on the BitLocker computers configured?
The boot order on a computer can affect your build process, if you choose to build your
computers using a bootable DVD. If the CD or DVD drive is first in the boot order, or before
the hard disk that will boot Windows Vista, then it would be included in the measurement of
the boot process that BitLocker performs. However, this would be blocked when you try to
enable BitLocker, forcing you to eject the CD or DVD and restart the computer.
If the boot order is configured with the hard disk that will boot Windows Vista before the CD or
DVD drive, then the CD or DVD is not measured during the system boot process. In this
configuration, you still need to remove any CD or DVD bootable media before enabling
BitLocker, but you do not have to restart the computer. However, you can programmatically
eject any CD or DVD media and then continue enabling BitLocker.
If you are planning to automate your build process completely, ensure that the boot order of
your target computers is configured in a way to support this type of automation.

Note
Refer to the OEM-specific configuration section in Case study: Contoso Pharmaceuticals
strategy design to understand how Contoso has planned to support BitLocker systems.

17
Define disk configuration
To function correctly, BitLocker requires a specific disk configuration. Configuring the disk drives
of your computer is the most critical step when preparing a computer to use BitLocker encryption.
BitLocker requires two NTFS partitions: one for the operating system, and one for the system.
The system partition should be at least 1.5 GB for BitLocker, Windows Vista recovery, and
Windows Vista servicing. The operating system partition must meet the Windows Vista installation
requirements.
Windows Recovery Environment (Windows RE) is an extensible recovery platform that is based
on Windows Pre-installation Environment (Windows PE). When the computer fails to start,
Windows automatically transitions into this environment, and the Startup Repair tool in Windows
RE automates the diagnosis and repair of an unbootable Windows Vista installation. Windows RE
also contains the drivers and tools that are needed to unlock a volume protected by BitLocker by
providing a recovery key or recovery password. To use Windows RE in conjunction with
BitLocker, the Windows RE boot image must reside on a volume that is not protected by
BitLocker. To use Windows RE in conjunction with BitLocker, follow the partitioning guidelines in
the table below.

BitLocker partitioning guidelines

Disk configuration Partition 1 Partition 2 Partition 3

Windows RE and System Windows RE Windows Vista


BitLocker on separate Type 0x7 Type 0x27 Type 0x7
partitions
1.5GB (Active) 1GB

Windows RE and Windows RE System Not needed


BitLocker on same Type 0x7 Windows Vista
partition
1.5GB (Active) Type 0x7

Caution
If you place Windows RE and BitLocker on the same (active) partition, you cannot
perform a restore from a Complete PC backup without using a Windows RE CD. This is
because Complete PC must always restore the active partition, but fails do so when the
files that Windows RE uses to start from are also on the active partition. To ensure that
you can perform a complete PC backup without requiring a Windows RE CD, install
Windows RE and BitLocker on separate partitions.
Windows RE can also be used from boot media other than the local hard disk. If you choose not
to install Windows RE on the local hard disk of BitLocker-enabled computers, you can use
alternate boot methods, such as Windows Deployment Services, CD-ROM, or USB flash drive,
for recovery.

18
Recommendation
Install the Windows RE tools on all of the computers on which you plan to use BitLocker, or give
support personnel an alternate Windows RE boot method, such as Windows Deployment
Services or removable media. Windows RE enables support personnel to use recovery keys and
passwords to unlock BitLocker-protected volumes.

Define Active Directory Domain Services configuration


BitLocker integrates with Active Directory Domain Services (AD DS) to provide centralized key
management. By default, no recovery information is backed up to Active Directory. Administrators
can configure Group Policy settings to enable backup of BitLocker or TPM recovery information.
Before configuring these settings, a domain administrator must ensure that the AD DS schema
has been extended with the necessary storage locations and that access permissions have been
granted to perform the backup. The following recovery data can be saved for each computer
object:
• Recovery password
A 48-digit recovery password used to recover a BitLocker-protected volume. Users enter this
password to unlock a volume when BitLocker enters recovery mode.
• Key package data
With this key package and the recovery password, you will be able decrypt portions of a
BitLocker-protected volume if the disk is severely damaged. Each key package will only work
with the volume it was created on, which can be identified by the corresponding volume ID.
• TPM owner password hash
When ownership of the TPM is taken a hash of the ownership password can be taken and
stored in AD DS. This information can then be used to reset ownership of the TPM.
To take advantage of this integration, you must extend the Active Directory schema and configure
BitLocker-specific Group Policy objects. Your environment must meet the following minimum
requirements to enable schema extension:
• All domain controllers in the domain must be at least Windows Server 2003 SP1.
• The account that you use to update the Active Directory schema must be a member of
the Schema Admins group.

Note
If you have a Windows Server® 2008 Beta 3 domain controller in your environment,
the schema extensions are already in place and do not need to be updated.
By default, domain administrators are the only users that will have access to BitLocker recovery
information. When you plan your support process, define what parts of your organization need
access to BitLocker recovery information. Use this information to define how the appropriate
rights will be delegated in your AD DS environment.

19
Recommenation
We recommend that you extend your Active Directory schema to support storing BitLocker
recovery material in AD DS. If you have more than one AD DS forest in your environment, you
must extend the schema in each forest that contains BitLocker computers.
For more information about Active Directory configuration and BitLocker recovery, see the
following resources:
• Configuring Active Directory to Back up Windows BitLocker Drive Encryption and Trusted
Platform Module Recovery Information (http://go.microsoft.com/fwlink/?LinkId=82827).
• Retrieving a Recovery Password (http://go.microsoft.com/fwlink/?LinkId=93476).
• BitLocker Repair Tool (http://go.microsoft.com/fwlink/?LinkId=91736).

Define BitLocker and Windows Vista Group Policy settings


To control the user experience in the BitLocker Control Panel item and to modify other
configuration options, you can use Group Policy or local computer policy settings. How you
choose to configure these policy settings depends on how you implement BitLocker and what
level of user interaction will be allowed.

BitLocker Group Policy settings


BitLocker Group Policy settings are found in Computer Configuration\Administrative
Templates\Windows Components\BitLocker Drive Encryption\
• Turn on BitLocker backup to Active Directory Domain Services
• Control Panel Setup: Configure recovery folder
• Control Panel Setup: Configure recovery options
• Control Panel Setup: Enable advanced startup options
• Configure encryption method
• Prevent memory overwrite on startup
• Configure TPM platform validation profile

TPM Services Group Policy settings


TPM Services Group Policy settings are found in Computer Configuration\Administrative
Templates\System\Trusted Platform Module Services\
• Turn on TPM backup to Active Directory Domain Services
• Configure the list of blocked TPM commands
• Ignore the default list of blocked TPM commands
• Ignore the local list of blocked TPM commands

20
Administrative templates to configure these Group Policy settings are pre-installed by Windows
and made available through gpedit.msc. For Windows Vista, these templates are located in
%windir%\PolicyDefinitions and named tpm.admx and VolumeEncryption.admx.

Recommendation
It is best practice always to require backup of recovery information for both the TPM and
BitLocker to AD DS. Configure the Group Policy settings below for your BitLocker-protected
computers.

BitLocker Group Policy setting Configuration

BitLocker Drive Encryption: Turn on BitLocker Require BitLocker backup to AD DS


backup to Active Directory Domain Services (Passwords and key packages)

Trusted Platform Module Services: Turn on Require TPM backup to AD DS


TPM backup to Active Directory Domain
Services

Refer to the "Define BitLocker and Windows Vista Group Policy settings" section in Case study:
Contoso Pharmaceuticals strategy design to understand how Contoso intends to support
BitLocker systems.

FIPS settings
You can configure the Federal Information Processing Standard (FIPS) settings in Windows Vista
for FIPS compliance. As an effect of FIPS compliance, users cannot create or save a BitLocker
recovery password. You can optionally create a recovery key, however. When FIPS is disabled,
based on the existing Group Policy, users must create and save a recovery key or recovery
password while enabling BitLocker using the user interface.

Important
If you enable this setting, users will be unable to save a recovery password to any
location. This includes AD DS and network folders. In addition, you cannot use WMI or
the BitLocker Drive Encryption wizard to create a recovery password.
You can save the optional recovery key to a USB flash drive. Because recovery passwords
cannot be saved to AD DS when FIPS is enabled, Windows Vista will display an error if AD DS
backup is required by Group Policy.
You can edit the FIPS setting by using the Security Policy Editor (Secpol.msc) or by editing the
Windows registry. You must be an administrator to perform either of these procedures.
The FIPS setting is located in the Security Policy Editor at Local Policies\Security Options\System
cryptography: Use FIPS compliant algorithms for encryption, hashing, and signing.

21
To edit the FIPS setting using the Security Policy Editor
1. Click the Start button, type secpol.msc into the Start Search box, and then click
secpol.msc.
2. uac_appears
3. In the console tree, expand Local Policies, and then click Security Options.
4. In the details pane, right-click System cryptography: Use FIPS compliant
algorithms for encryption, hashing, and signing, and then click Properties.
5. Enable or disable the setting, and then click OK.

To edit the FIPS setting using the Windows registry


1. Click the Start button, type regedit into the Start Search box, and then click regedit.
2. If the User Account Control dialog box appears, confirm that the action it displays is
what you want, and then click Continue.
3. In Registry Editor, expand HKEY_LOCAL_MACHINE, expand SYSTEM, expand
CurrentControlSet, expand Control, expand LSA, and then click FipsAlgorithmPolicy.
4. To enable the setting, double-click Enabled, and change the value data to 1.

Other Group Policy settings


Windows Vista computers will Sleep frequently to conserve power when idle and help extend
system battery life. When a computer transitions to Sleep, open programs and documents are
persisted in memory. When resuming from Sleep, users are not required to re-authenticate with a
PIN or USB startup key to access encrypted data. This might lead to conditions where data
security is compromised. In unusual circumstances, where increased data protection is required,
organizations using BitLocker may wish to use Hibernate instead of Sleep. This setting does not
have an impact on TPM-only mode, because it provides transparent user experience at startup
and resuming from Sleep/Hibernate states.
You can use the following Group Policy settings to disable all available sleep states:

Power management Group Policy settings

Setting Configuration

Allow Standby States (S1-S3) When Sleeping Disabled


(Plugged In)

Allow Standby States (S1-S3) When Sleeping Disabled


(Battery)

In addition to power management Group Policy settings, you might also consider hiding the drive
letter of the system partition from Windows Shell (My Computer, folder views, etc.). The drive

22
letter is still visible from the command prompt. This is the unencrypted partition that BitLocker and
other Windows components use when booting the system. This setting can be used to prevent
users from easily saving data to this partition in an unencrypted state.
The following policy setting can be used to hide drive letters from Windows Explorer:

Windows Explorer Group Policy settings

Setting Configuration

Hide these specified drives in My Computer System partition drive letter

Note
This setting allows hiding only drive letters A through D. If you need to hide other drive
letters, see Microsoft Knowledge Base article 231289 (http://go.microsoft.com/fwlink/?
LinkId=93477).

Define password and key management policies


In the previous sections, you determined how your organization will use BitLocker. Now begin to
define policies for managing the recovery material that BitLocker creates. Depending on your
configuration specifications, there are many different processes to manage the recovery
information for BitLocker. For example, you might choose to use recovery keys, and recovery
keys must be managed.
Define your security policies to support BitLocker password and key management. These policies
should be comprehensive enough to ensure that the information is secure, but not so restrictive
as to make supporting BitLocker difficult.
The list below contains security policy examples:
• Always require backup of recovery passwords to AD DS.
• Always require backup of key package data to AD DS.
• Always require backup of TPM owner information to AD DS.
• Use recovery keys along with recovery passwords as a backup or alternate recovery
method.
• If you are using TPM + PIN or USB startup keys, change them regularly.
• On TPM-enabled computers, use a BIOS administrator password to prohibit unauthorized
access to TPM administrative functions.
• Educate users that they should not store key material such as USB startup keys with the
system that such material unlocks.
• If you use recovery keys, store them in a central location for purposes of support and
disaster recovery.
• Back up recovery material to secure offline storage for long-term recoverability.

23
Define support processes
In the previous section, you defined how BitLocker recovery material will be managed in your
environment. You should now consider how this information will be used in the support process.
Prepare to use the recovery material saved by BitLocker by defining and testing the necessary
support processes.
• Document what recovery material is created by BitLocker and where it is stored
For example, you might have chosen to use recovery keys in addition to recovery passwords.
Because recovery keys are not stored in AD DS, you might choose to store them in another
secure, documented location. Document what tools are available for accessing this
information, and any associated procedures or approval processes.
• Determine who in your organization will have access to BitLocker recovery
material
You might choose to limit the number of support personnel who have access to this type of
information. In some organizations with tiered Helpdesk support, access to this information
might exist only in the top tier. Conversely, in some organizations first-tier Helpdesk personnel
might have access to the recovery material for faster end-user recovery. Regardless of how
you choose to grant access to this recovery information, ensure that only the individuals who
need appropriate access have it.
• Develop processes for remote and local recovery
Local recovery is the recovery of a BitLocker-protected computer when an IT technician is
physically present at the computer. Remote recovery is the recovery of a BitLocker-protected
computer by the user of the computer when an IT technician is not physically present. Fully
document how users are supported, whether they are considered local or remote.
• Define the end-to-end support model that is used to support BitLocker for each of
the supported BitLocker configurations
You can use the Create a BitLocker support matrix topic to help create the end-to-end
support model for BitLocker.

Note
Refer to the "Define password and key management policies" section in Case study:
Contoso Pharmaceuticals strategy design to understand how Contoso documented its
current environment.

Define inventory and tracking processes


After you have deployed BitLocker-protected computers in your environment, it is important to
inventory these computers. You might need to manage these systems differently than most of
your environment. Management tasks, such as BIOS updates, might need to be done differently
than computers that are not protected with BitLocker. If you choose to use multi-factor BitLocker
authentication, this inventory process will be more important to your organization because of the

24
impact on systems management tools. Develop a strategy for managing and tracking these
computers.

Determine when to configure computers for BitLocker


When choosing a deployment method for BitLocker computers, there is no single recommended
method. You should first decide at what point you will configure and enable BitLocker on targeted
computers. Configuration of BitLocker could fall into one or more of the following categories
depending on your organizations management and deployment processes:
• Pre-build configuration
• Configuration during the build process
• Post-build configuration
• User-initiated configuration

Pre-build configuration
In the pre-build configuration phase you may choose to make BIOS setting changes to enable
and activate the TPM, meet the physical presence requirement, and set BIOS passwords.
However this phase of the deployment may not necessarily be done by your organization it could
be a service provided by your OEM.
If you or your OEM complete pre-build configuration, you must still configure the hard disk for
BitLocker and enable BitLocker, either during or after the build process.

Configuration during the build process


During the build process you may choose to enable and configure BitLocker. Take the following
points into consideration when using this method:
1. A user must be physically present to enable and activate a TPM. If the OEM has enabled
and activated the TPM, or if the computer has no TPM, then this restriction does not apply.
2. To enable recovery information to be stored in AD DS, BitLocker must be enabled after
the computer has joined the AD DS domain.
3. Consider starting encryption at the very end of the build process to minimize the impact
that encryption might have on system performance. This is especially important if you have
additional tasks to perform on the computers, such as installing applications.
You can use three Windows deployment methods to configure and enable BitLocker during the
build process: Windows Deployment Services, unattended installation, and Windows imaging.

Windows Deployment Services


Windows Deployment Services is the updated and redesigned version of Remote Installation
Services (RIS). Windows Deployment Services is part of the Windows Server® 2008. A Windows
Deployment Services update is also available for Windows Server 2003.

25
Note
This document does not provide high-level information about how Windows Deployment
Services works and its benefits. To learn more about Windows Deployment Services, see
the Windows Vista Deployment Step by Step Guide (http://go.microsoft.com/fwlink/?
LinkID=53553).
Typically, you use Windows Deployment Services when you want to install pre-configured custom
images to computers that have no operating system installed, or to computers whose existing
data you want to overwrite.

Unattended installation
In the unattended installation design, an image of Windows Vista is deployed to computers using
an unattended answer file. Unattended installation is a Windows installation method that does not
require user interaction during installation. Windows Setup works with an unattended installation
answer file to automate online installations and customizations of Windows. This method is useful
for large-scale rollouts and for achieving consistency and precision in the configuration of each
computer.
Unattended installation requires the creation of one or more answer files that contain
customizations for an installation. For example, you can change the Internet Explorer
configuration or partition and format hard disks.

Note
This document does not provide high-level information about how unattended setup
works and its benefits. To learn more about unattended installation, see the Unattended
Installation Settings Reference (http://go.microsoft.com/fwlink/?LinkId=93479).

Windows imaging
Windows imaging is a Windows installation method that uses the ImageX command-line tool and
Windows image (.wim) format files. Windows imaging enables you to automate much of the
BitLocker setup, but requires that you perform some final setup tasks manually.

Note
This document does not provide high-level information about how ImageX works and its
benefits. To learn more about ImageX, see the ImageX Technical Reference
(http://go.microsoft.com/fwlink/?LinkId=93480).
Windows imaging with ImageX requires that all of the existing data on the hard drive, including
any existing operating system, be overwritten. Typically, you use a Windows imaging with ImageX
when you want to install pre-configured custom images to computers that have no operating
system installed, or to computers whose existing data you want to overwrite.

26
Post-build configuration
The post-build configuration method is very flexible and can be accomplished using numerous
methods. You can configure a computer for BitLocker immediately after the system build process
completes, or at a later time after the computer is delivered to the end user. The IT administrators
in your organization may choose to enable and configure BitLocker at a later time using another
software distribution tool, Group Policy scripting, or logon scripts.
Before you enable BitLocker, the hard disk must be partitioned to meet BitLocker requirements. If
the computer was not prepared for BitLocker during the build process, you must use the
BitLocker Drive Preparation Tool (http://go.microsoft.com/fwlink/?LinkId=83261) to prepare the
hard disk BitLocker. After you have prepared the hard drive for BitLocker, you can use either the
manage-bde.wsf tool or the BitLocker and TPM WMI providers to enable and configure
BitLocker for computers that already have Windows Vista installed.

Recommendation
The following table shows recommendations for using both of these methods.

Post-build method Number of computers

Manage-bde.wsf 25 or fewer

BitLocker and TPM WMI providers Large enterprise deployments

User-initiated configuration
You may choose to provide BitLocker as a service to individual internal organizations or to the
end users themselves. A custom solution could be created to allow users the ability to selectively
enroll and configure their computers to use BitLocker.

Checklist: Designing a BitLocker strategy


This checklist includes cross-reference links to important topics that will assist you with designing
a BitLocker strategy for your organization.

Note
Complete the tasks in this checklist in order. When a reference link takes you to a
conceptual topic, review the topic and complete the tasks detailed in the topic, and then
return to this topic so that you can proceed with the remaining tasks in this checklist.
Checklist: Designing a BitLocker strategy

Task Reference

Audit your environment to Audit your environment


determine your current
27
Task Reference

hardware and software


infrastructure.

Select authentication Evaluate BitLocker authentication methods


methods that your
computers can support
and that meet your desired
level of protection.

Document the BitLocker Create a BitLocker support matrix


authentication methods
and platforms that you will
support by creating a
support matrix.

Using the data you have Define hardware implementation standards


gathered from auditing
your environment and
evaluating the BitLocker
authentication methods,
define your organization's
hardware implementation
standards for BitLocker.

Define how you will Define disk configuration


configure the hard disk for
BitLocker.

Determine whether to store Define Active Directory Domain Services


BitLocker recovery configuration
information in Active
Directory Domain
Services.

Determine which Group Define BitLocker and Windows Vista Group


Policy settings you would Policy settings
like to apply for BitLocker
and how to configure those
settings for your
environment.

Define how your Define password and key management


organization will manage policies
BitLocker keys and
28
Task Reference

passwords.

Define internal processes Define support processes


for managing BitLocker
and the computers that
use it.

Define a process for Define inventory and tracking processes


maintaining an inventory of
your BitLocker-protected
computers.

Based on your Determine when to configure computers for


organization's build BitLocker
processes, determine
when and how to configure
computers for BitLocker.

Review the hardware, Appendix: Reviewing BitLocker


software, and client Requirements
requirements for deploying
BitLocker.

Document your BitLocker Document your BitLocker design


strategy for implementation
in your organization.

Use the Windows Windows BitLocker Drive Encryption


BitLocker Drive Encryption Deployment Guide
Deployment Guide to (http://go.microsoft.com/fwlink/?LinkID=96685)
implement your BitLocker
strategy.

Document your BitLocker design


You can use the tables in this section to document your BitLocker strategy.
• Audit your environment
• Create a BitLocker support matrix
• Define hardware implementation standards
• Define disk configuration
• Define Active Directory Domain Services configuration

29
• Define BitLocker and Windows Vista Group Policy settings
• Define password and key management policies
• Define support processes
• Define inventory and tracking processes

Audit your environment


You can use these tables in coordination with the Audit your environment topic to document your
organization’s topography, scale, and core requirements.

Current IT organization
You can use the following table to document service roles, users, and computers in your
organization.

IT organization Service roles Users supported Computers supported

System configuration and build processes


The following table shows how you can document your system configuration process.

IT department System configuration Configuration location

You can use the following table to document how systems are built in your organization.

Business unit Windows Windows Application Infrastructure


deployment delivery method delivery method dependencies
method

Understanding the BitLocker functionality that you want to enable can help you select the
appropriate goals for your deployment. Specify whether your scenario requires each of the areas
of functionality in the following table.

30
Functionality Yes/No

Use BitLocker on computers with a TPM

Use BitLocker on computers without a TPM

Create a BitLocker support matrix


Based on the BitLocker key protectors that you have decided to use, and how you have grouped
your various computers, document the BitLocker authentication methods in your environment.
You can use the following table as a guideline.

Platform TPM only TPM + PIN TPM + startup Startup key Recovery
support key password

Define hardware implementation standards


For each of the types of hardware listed in the following table, specify your implementation
standards going forward.

Classification BitLocker policy and configuration

Define disk configuration


You can use the following table to document your planned disk configuration.

Disk configuration Partition 1 Partition 2 Partition 3

Caution
If you place Windows RE and BitLocker on the same (active) partition, you cannot
perform a restore from a Complete PC backup without using a Windows RE CD. This is

31
because Complete PC must always restore the active partition, but fails do so when the
files that Windows RE uses to start from are also on the active partition. To ensure that
you can perform a complete PC backup without requiring a Windows RE CD, install
Windows RE and BitLocker on separate partitions.

Define Active Directory Domain Services configuration


You can use the following table to determine whether your AD DS deployment will require
schema modification to store BitLocker recovery information.

Computer type Recovery password storage Requires schema modification

Define BitLocker and Windows Vista Group Policy settings


Create one table for each computer classification. An example of a computer classification is a
group for corporate desktops in secure sites.

[Computer classification BitLocker Group Policy settings]

Setting Configuration

Define password and key management policies


Create one table for each computer classification. An example of a computer classification is a
group for corporate desktops in secure sites.

TPM Startup key Recovery Recovery key Script command


password

The following table shows sample values that document key management policies. For a sample
BitLocker WMI deployment script, see the sample WMI script enablebitlocker.vbs, which is part of
the Microsoft BitLocker Deployment Code Samples (http://go.microsoft.com/fwlink/?
LinkID=96685).

32
Define support processes
You can use the following table to define support processes for your organization at a high-level.

Computer type Location Support process

Define inventory and tracking processes


You can use the following table to document your high-level inventory and tracking processes.

Component Process

Case study: Contoso Pharmaceuticals strategy design


This case study shows the process that Contoso Pharmaceuticals used to go design its BitLocker
strategy.

Audit and build process


The Contoso IT department reviewed their current build process and security policies to
determine if they needed to make any changes to deploy BitLocker and incorporate it into the
company's infrastructure.

Current IT department structure


The Contoso IT department consists of three distinct IT groups: a central IT department and two
business IT departments. The Contoso IT team manages a mix of centralized and decentralized
organizations.
Central IT
This department manages the company-wide IT technologies and core infrastructure services,
such as user authentication, e-mail services, networking services, and core desktop deployment
and management services.
Business IT
The two business unit-focused IT organizations, Sales and Research, manage IT functions and
engineering for their respective organizations. However, they do not provide support to the larger
organization.

33
The following table shows that new desktop deployments at Contoso occur within all three of the
company's organizations. It is important to know where computers enter and exit the organization,
as well as how they are configured and deployed when they arrive.

Contoso IT department service roles and scope

IT organization Service roles Users supported Desktops supported

Central • All networking 120,000 100,000


support
• E-mail services
for all users
• User
authentication
• Desktop
management services
• Core platform
Helpdesk support
• New desktop
deployment and
decommissioning
• Corporate
security

Sales • Business unit 30,000 35,000


application support
• Business unit-
specific Helpdesk
• New desktop
deployment

Research • Business unit 45,000 55,000


application support
• Business unit-
specific Helpdesk
• New desktop
deployment

Complicating deployment and management, Contoso has several physical locations. The
following figure shows the physical layout of Contoso.

34
Contoso physical layout

System build process


When new computers enter the Contoso environment, the delivery location is determined by their
destination.
For example, if a new computer was ordered for an IT administrator who is part of the Central IT
group, the computer is configured in Chicago, IL. If this computer is destined for a sales location
in the southwest region, then it is shipped directly to the destination site for configuration.
The following table shows how the basic system configuration tasks are handled at Contoso.

System configuration tasks

IT department System configuration Configuration location

Central Central IT configures new Chicago, IL


computers at a central location
and delivers them to the users.

Sales Users get their new computers Sales or Research office


Research directly, and Sales and location.
Research IT must configure
them remotely.

35
Each of the three groups has created its own new method of building and deploying
Windows Vista operating systems to take advantage of the significant changes to Windows Vista
deployment tools. Contoso is installing only Windows Vista as the standard corporate operating
system.
The process that each business unit follows is independent. However, they do share some
infrastructure dependencies. The following table shows the processes that each business unit
uses, as well as the infrastructure components on which they rely.

Contoso build processes

Business unit Windows Windows Application Infrastructure


deployment method delivery method delivery method dependencies

Central Windows Vista PXE boot Integrated with PXE boot servers
imaging format Windows PE image File share servers
Authentication

Sales Windows Vista PXE boot Scripted PXE boot servers


unattended setup Windows PE unattended File share servers
installation
Authentication

Research OEM applied OEM applied Some integrated File share servers
sector-based image image with image, Authentication
others scripted

Various Contoso departments use unattended setup, sector-based, and file-based imaging
technology to build computers before issuing them to end users' computers. Some departments
have the computers pre-configured by the OEM.
The following figure shows a comparison among the three build processes that exist at Contoso.

36
Contoso build processes

Each vertical pillar represents a build process flow for an individual business unit. Task boxes
framed in red are described in the deployment section of this guide. These tasks are described
because they relate to deploying Windows Vista with BitLocker Drive Encryption. Most of these
tasks overlap all three of the build processes, even though the processes are different from each
other.

BitLocker authentication methods


Contoso evaluated the BitLocker authentication methods using the following questions.
• Will you support computers without TPM version 1.2?

37
Contoso's security organization recently mandated that all computer systems that run
Windows Vista will use BitLocker Drive Encryption. Contoso had recently gone through a
hardware refresh, which allowed the company to support Windows Vista on most of its
computers. Not all of the devices in the first wave have a TPM version 1.2. However, most of
the second-wave replacements have this capability. Because of the mix of TPM and non-TPM
hardware, and the security mandate, they have decided to support BitLocker on both TPM-
based and non-TPM-based computers.
• What areas of your organization need a baseline level of data protection?
Most Contoso computers in the Corporate – Secure Sites that will be running Windows Vista
with BitLocker do not contain highly sensitive data and are not mobile computers. For this
reason, Contoso wants to configure these computers with the most transparent configuration
of BitLocker, and the configuration that will have the least impact on users. They have
decided to enable BitLocker using the TPM-only mode on these types of systems.
• What areas of your organization need a more secure level of data protection?
There are several areas in the Contoso environment where the level of data protection needs
to be increased because of the sensitivity of data on these computers. In the Research and
Sales departments, the data that is stored on these computers is classified as very sensitive.
These groups also have more laptop computers than desktop computers in the environment.
For this reason, Contoso has decided to use the TPM + PIN on the laptop computers and the
TPM + USB startup key on the desktop computers.
• What multifactor authentication mode does your organization prefer?
Contoso decided to use multifactor authentication on their computers with highly sensitive
data. For their laptop computers, they chose to use a PIN rather than a USB startup key,
because of the possibility that a user might leave the USB startup key with the computer in an
unprotected situation. For the desktop computers, they have chosen a USB key because all
of these computers are located in field sales locations where the USB startup keys can be
secured when the computers are left unattended.

Contoso standard configuration


For security and secure asset management purposes, Contoso has decided to support and
enable BitLocker on all of their corporate workstation and laptop computers. The following table
outlines the corporate standards support matrix for enabling BitLocker on Contoso corporate
systems.

Corporate standards for enabling BitLocker on Contoso systems

System classification Description

Corporate desktop – secure site Systems will use BitLocker encryption with a
TPM or USB startup key, depending on
hardware availability. This will be used to control

38
System classification Description

data exposure and manage asset retirement.

Corporate desktop – field site Systems will use BitLocker encryption with a
TPM and a USB startup key. These desktops
are shared-use computers in field sales
locations with limited security. USB drives will
contain startup keys and will be locked in a safe
when not in use. This will be used to control
data exposure and to manage asset retirement.

Corporate laptop New systems will use a TPM and a PIN for all
computers. Non-TPM computers will use
startup keys on USB drives, but all new
computers will be purchased with TPM devices.
This will be used to control data exposure and
manage asset retirement.

Active Directory Domain Services configuration


Contoso decided to extend its Active Directory schema to support storing BitLocker recovery
material. Central IT used the information in Configuring Active Directory to Back up Windows
BitLocker Drive Encryption and Trusted Platform Module Recovery Information
(http://go.microsoft.com/fwlink/?LinkId=82827) to help them enable key escrow with Active
Directory Domain Services (AD DS).

Contoso support processes


There are three supported BitLocker configurations. For each of these supported configurations,
there is a required level of support and a defined process.
• Corporate desktop (secure site)
• Corporate desktop (field site)
• Corporate laptop
The following figure is an example of process flow for BitLocker system recovery at Contoso.

Contoso support process


1. User's computer enters recovery.
2. User calls Helpdesk.
3. Helpdesk technician creates a support ticket and initiates the recovery process.
4. Helpdesk technician questions the user and identifies the root cause of recovery.

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5. Helpdesk technician validates the user's identity and gives the user the recovery
password to unlock the volume.
6. User unlocks the volume by typing the 48-digit recovery password into the BitLocker
recovery console.
7. Helpdesk technician verifies that the user has successfully unlocked the volume.
8. Helpdesk technician creates a new recovery password and escrows it to AD DS.
9. AD DS deletes the used recovery password.
10. Helpdesk technician documents the root cause of the recovery for organizational
tracking and closes the support ticket.

Inventory and tracking processes


Central IT uses an asset management system to track hardware based on custom attributes: for
example, computers that have TPMs versus computers that do not. The department also tracks
required BIOS updates based on their corporate standard Contoso computers. If a BIOS update
is required, Central IT works with the OEM to obtain the BIOS and create a deployment method.

Deployment
As part of its deployment planning, Contoso identified both Group Policy settings and key
management policies.

BitLocker and Windows Vista Group Policy settings


In the Contoso enterprise deployment of BitLocker, users are not allowed to change the existing
configuration or affect the initial configuration, other than choosing a PIN.
To configure BitLocker computers in the Contoso environment, three top-level domain Group
Policy objects (GPOs) control the three computer types that are identified in the computer matrix.
Because the Contoso BitLocker computers are broken up by platform type and location, the
Contoso IT department configured the Group Policy settings to use WMI filtering, so that the
policies apply only to platform types that are defined in the standard configuration. Settings that
are not shown in the following tables are left at the default setting.

Contoso-BitLocker-Desk-SecureSite

Setting Configuration

Turn on BitLocker backup to Active Directory Require Active Directory Domain Services
Domain Services backup of BitLocker Recovery passwords and
key packages

Turn on TPM backup to Active Directory Require Active Directory Domain Services
Domain Services backup of TPM owner information

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Setting Configuration

WMI filter Root\CimV2; select * from


Win32_OperatingSystem where Version = "6.0"

Contoso-BitLocker-Desk-FieldSite

Setting Configuration

Turn on BitLocker backup to Active Directory Require Active Directory Domain Services
Domain Services backup of BitLocker Recovery passwords and
key packages

Turn on TPM backup to Active Directory Require Active Directory Domain Services
Domain Services backup of TPM owner information

WMI filter Root\CimV2; select * from


Win32_OperatingSystem where Version = "6.0"

Contoso-BitLocker-Laptop

Setting Configuration

Turn on BitLocker backup to Active Directory Require Active Directory Domain Services
Domain Services backup of BitLocker Recovery passwords and
key packages

Control Panel Setup: Enable Advanced Startup Require Startup PIN with TPM
Options

Turn on TPM backup to Active Directory Require Active Directory Domain Services
Domain Services backup of TPM owner Information

WMI filter Root\CimV2; select * from


win32_systemenclosure where chassistypes =
“10” or chassistypes = “9” or chassistypes = “8”

WMI filter Root\CimV2; select * from


Win32_OperatingSystem where Version = "6.0"

Note
Client support for WMI filters exists only on Windows XP, Windows Server 2003, and later
operating systems. WMI filters are available only in domains that have at least one
Windows Server 2003 domain controller.
Other Group Policy settings

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Additional Group Policy settings establish a default power plan and restrict access to the Power
Options Control Panel item. This applies to the computer object portion of the Group Policy. The
following tables detail the specific Group Policy settings that are configured in the Contoso
environment.

Contoso-BitLocker-Desk-SecureSite

Computer setting Configuration

Allow Standby States (S1-S3) When Sleeping Not configured


(Plugged In)

Allow Standby States (S1-S3) When Sleeping Not configured


(Battery)

Contoso-BitLocker-Desk-FieldSite

Computer setting Configuration

Allow Standby States (S1-S3) When Sleeping Not configured


(Plugged In)

Allow Standby States (S1-S3) When Sleeping Not configured


(Battery)

Contoso-BitLocker-Laptop

Computer setting Configuration

Allow Standby States (S1-S3) When Sleeping Disabled


(Plugged In)

Allow Standby States (S1-S3) When Sleeping Disabled


(Battery)

Require a Password When Computer Wakes Yes


(Plugged In)

Require a Password When Computer Wakes Yes


(Battery)

Pre-build configuration
Contoso has defined its pre-build configuration by using OEM-specific configuration and defining
the disk configuration that will be implemented for each department.

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OEM-specific configuration
All three business units have their computers preconfigured from the OEM with the following
settings:
• Endorsement keys are generated and managed by a value-added-reseller after the
computer is manufactured.
• TPM is shipped in the enabled and activated state.
• Default BIOS administrator password is set.
The Research IT business unit at Contoso also has the OEM apply a Contoso image before the
computers are shipped. The other business units apply the operating system to their computers
after they receive them from the OEM.

Configuring the disk for BitLocker


At Contoso, each business unit installs Windows Vista differently.
• The Central IT business unit uses Windows Vista imaging technology to deploy the
operating system.
• The Sales IT business unit performs an unattended installation of Windows Vista.
• The Research IT business unit has its OEM apply images to its computers using a sector-
based imaging tool.
• The Sales IT business unit deploys the operating system to computers using an
unattended installation process. To configure the disks, configuration options are placed in
the unattended answer file. This allows setup to configure the disk automatically.
The following entries are placed in the Windows-Setup section of the answer file:
<DiskConfiguration>

<WillShowUI>Never</WillShowUI>

<Disk>

<DiskID>0</DiskID>

<WillWipeDisk>true</WillWipeDisk>

<CreatePartitions>

<CreatePartition>

<Order>1</Order>

<Type>Primary</Type>

<Size>1500</Size>

</CreatePartition>

<CreatePartition>

<Order>2</Order>

<Type>Primary</Type>

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<Extend>true</Extend>

</CreatePartition>

</CreatePartitions>

<ModifyPartitions>

<ModifyPartition>

<Order>1</Order>

<PartitionID>1</PartitionID>

<Letter>S</Letter>

<Label>SYSTEM</Label>

<Format>NTFS</Format>

<Active>true</Active>

</ModifyPartition>

<ModifyPartition>

<Order>2</Order>

<PartitionID>2</PartitionID>

<Letter>C</Letter>

<Label>OS</Label><Label>OS</Label>

<Format>NTFS</Format>

<Active>false</Active>

</ModifyPartition>

</MoDifyPartitions>

</Disk>

</DiskConfiguration>

Post-build configuration
Contoso has created definitions for TPM management and encryption configuration.

TPM management
Taking ownership of the TPM is automated during the computer build process. This is
accomplished by auto-logging on to the computer at the end of the build process with a domain
user account. Logon with a domain account because the Contoso BitLocker Group Policy settings
require the TPM owner information be backed up to AD DS. During the take-ownership process, a
hash of the TPM owner password is saved to the computers object in AD DS. This only happens
at the point you take ownership so it is important to have access to AD DS and the computer
object.

44
To automate the process, add the following entries to the Windows-Shell-Setup section of the
unattended installation answer files which are part of the image based and unattended build
processes.
<AutoLogon>

<Enabled>true</Enabled>

<Username>buildaccount</Username>

<Password>**********</Password>

<LogonCount>1</LogonCount>

</AutoLogon>

<FirstLogonCommands>

<SynchronousCommand>

<Order>1</Order>

<CommandLine>enablebitlocker.vbs /on:tpm /l:%temp%\enablebde.log</CommandLine>

<Description>Take ownership of the TPM</Description>

</SynchronousCommand>

</FirstLogonCommands>

Encryption configuration
At Contoso, there are three standard BitLocker configurations: secure site computers, field site
computers, and laptop computers. During the build process at Contoso, one of the last steps is to
enable BitLocker and start the volume encryption. The following tables show the commands that
are issued on the various computer types, depending on the desired configuration.

Contoso-BitLocker-Desk-SecureSite

Command Description

Enablebitlocker.vbs /on:tpm /rk /promptuser /l: For computers with a TPM, enable BitLocker
%temp%\enablebde.log using a TPM, recovery password, and recovery
key.

Enablebitlocker.vbs /on:tpm /rk /promptuser /l: For computers without a TPM, enable BitLocker
%temp%\enablebde.log using a startup key, recovery password, and
recovery key.

Contoso-BitLocker-Desk-FieldSite

Command Description

Enablebitlocker.vbs /on:tsk /rk /promptuser /l: Enable BitLocker using a startup key, recovery

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Command Description

%temp%\enablebde.log password, and recovery key.

Contoso-BitLocker-Laptop

Command Description

Enablebitlocker.vbs /on:tp /rk /promptuser /l: For laptop computers with a TPM, enable
%temp%\enablebde.log BitLocker using a TPM + PIN, recovery
password, and recovery key.

Enablebitlocker.vbs /on:usb /rk /promptuser /l: For computers without a TPM, enable BitLocker
%temp%\enablebde.log using a startup key, recovery password, and
recovery key.

Appendix: Reviewing BitLocker Requirements


To take advantage of all BitLocker features, your computer must meet the hardware and software
requirements listed in the table below.

BitLocker hardware and software requirements

Requirement Description

Hardware configuration Computer must meet the minimum


requirements for Windows Vista. For more
information about Windows Vista requirements,
see http://go.microsoft.com/fwlink/?
LinkId=83233.
For more information about Windows Logo
requirements for hardware, see
http://go.microsoft.com/fwlink/?LinkId=94017.

Operating system Windows Vista Ultimate or Windows Vista


Enterprise. Both include BitLocker Drive
Encryption.

Hardware Trusted Platform Module (TPM)* TPM version 1.2

BIOS configuration • Trusted Computing Group (TCG)-


compliant BIOS.
• BIOS must be set to boot first from the
hard drive and not from the USB or CD
drives.
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Requirement Description

• BIOS must be able to read from a USB


flash drive during startup.

File system Two NTFS drive partitions, one for the system
volume and one for the operating system
volume. The system volume partition must be at
least 1.5 GB and set as the active partition.

*A TPM is not required for BitLocker. However, only a computer with a TPM can provide the
additional security of pre-boot system integrity verification.

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