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3 Application Packaging Using AdminStudio 2015 ADS-2015-TG01 Company Confidential 73 Repackaging Process Repackaging is the process of converting a legacy installation into a Windows Installer MSI package. In Chapter 2, Preparing for Application Migration, you prepared for a repackaging project by creating a standard storage structure and preparing documentation such as the Installation Flow and Acceptance Test documents. In this chapter, you perform a full repackaging project. Before launching Repackager, copy the legacy installation’s files to the 1_LegacyInstallation directory of your project’s storage structure. Important • Do not use Repackager to customize existing MSIs except to create a virtual application. Important • Repackager is not intended for repackaging operating system installations, service packs, or deeply integrated operating system components such as Internet Explorer. Moreover, components such as the Microsoft .NET Framework should be included in the clean image or installed by a setup using the vendor’s redistributable. Some of these redistributables are described in Chapter 4, Using InstallShield Editor. This chapter is organized in the following sections: Repackager Best Practices on page 74 Repackager Interface on page 74 Using the Installation Monitoring Method to Repackage a Legacy Application on page 77 Using the Snapshot Method to Repackage a Legacy Application on page 86 Using the SmartScan Wizard to Scan for Additional Data on page 92 Repackaging InstallScript MSI Installations on page 94 Repackaging Process Output Files on page 96 Viewing Captured Data in the Repackager Interface on page 98

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Repackaging Process

Repackaging is the process of converting a legacy installation into a Windows Installer MSI package. In Chapter 2, Preparing for Application Migration, you prepared for a repackaging project by creating a standard storage structure and preparing documentation such as the Installation Flow and Acceptance Test documents. In this chapter, you perform a full repackaging project.

Before launching Repackager, copy the legacy installation’s files to the 1_LegacyInstallation directory of your project’s storage structure.

Important • Do not use Repackager to customize existing MSIs except to create a virtual application.

Important • Repackager is not intended for repackaging operating system installations, service packs, or deeply integrated operating system components such as Internet Explorer. Moreover, components such as the Microsoft .NET Framework should be included in the clean image or installed by a setup using the vendor’s redistributable. Some of these redistributables are described in Chapter 4, Using InstallShield Editor.

This chapter is organized in the following sections:

• Repackager Best Practices on page 74

• Repackager Interface on page 74

• Using the Installation Monitoring Method to Repackage a Legacy Application on page 77

• Using the Snapshot Method to Repackage a Legacy Application on page 86

• Using the SmartScan Wizard to Scan for Additional Data on page 92

• Repackaging InstallScript MSI Installations on page 94

• Repackaging Process Output Files on page 96

• Viewing Captured Data in the Repackager Interface on page 98

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PatriciaHowe
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This chapter is an excerpt from the training manual "Application Packaging Using AdminStudio 2015" For information about purchasing this training manual and to learn about other training materials, please visit http://www.flexerasoftware.com.
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Chapter 3 Repackaging ProcessRepackager Best Practices

• Creating Repackager Reports on page 111

• Building an Isolated Version of a Windows Installer Package Using Repackager on page 113

Repackager Best PracticesTo achieve the best results during the application repackaging process, follow these practices:

• Run the Repackaging Wizard remotely by creating a shortcut on the clean machine, as described in Chapter 2, Preparing for Application Migration (and not from the AdminStudio interface).

• Use the Repackaging Wizard on a clean image only, as defined in Chapter 2, Preparing for Application Migration, and not on a system that has AdminStudio installed on it.

• Do not run unnecessary applications on the clean repackaging image when performing the installation.

• Create a corporate template that includes customized Repackager settings in the Options.ini file., and other customizations stored in an InstallShield project to apply in the Repackager at build time.

• Repackage applications on the relevant operating system (OS).

Repackager InterfaceUse the Repackager interface to:

• Repackage legacy installations (with the Repackaging Wizard)

• Configure global exclusions (with the Exclusions Editor)

• Convert Novell ZENworks, Microsoft SMS, WinINSTALL, or Wise installation projects into Repackager projects

• Convert Windows installer packages into Microsoft App-V, Citrix XenApp, or VMware ThinApp applications

In addition, Repackager can upgrade Repackager 3.x output data.

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Chapter 3 Repackaging ProcessRepackager Interface

Repackager Home PageWhen you first launch Repackager, the home page (shown below) provides a brief overview of Repackager functionality and includes links to help you:

• Launch the Repackaging Wizard

• Open an existing Repackager project

• Convert a legacy setup to a Repackager project

• Convert a Windows Installer Package to an application virtualization format

• Upgrade a legacy InstallShield Repackager file

• Open a recently accessed Repackager project

Figure 3-1: Repackager Home Page

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Repackager Tools MenuFrom the Repackager Tools menu, you can launch wizards and set Repackager options.

Figure 3-2: Repackager Tools Menu

The following items are available under the Repackager Tools menu.

• Repackaging Wizard—The Repackager interface provides access to the Repackaging Wizard to convert a legacy installation into a Repackager project. Using this wizard, you can select the repackaging method (either Snapshot or Installation Monitoring), specify the installations to repackage, and run the installations. The Repackaging Wizard is discussed later in this chapter.

• VMware Repackaging Wizard—The Repackager interface includes integration with VMware Workstation’s virtual-machine technology. This provides you with the ability to launch a VMware session for repackaging purposes and run different operating systems on the same computer.

• Options—The Options dialog box presents options on three tabs:

• Colors—Configure the color of scanned items and deleted items in Repackager's exclusion views (Files, .ini Files, Registry Data, and Shortcuts).

• Merge Modules—Specify additional directories containing custom merge modules to use during repackaging.

• Build Options—Specify whether to list ICE validation warnings in the Repackager output window during the Build process. On the Build Options tab, you also can enable the creation of software ID tag transforms during import and repackaging, and specify the Tag Creator Name and Tag Creator RegID.

• Isolation Options—Opens the Isolation Options dialog box, where you can specify Repackager Assembly and Digital Signature isolation options. Isolation reduces component versioning conflicts by modifying an application so it always loads the versions of components—such as DLLs—that it was originally developed and tested with. When building a Windows Installer package from your Repackager project, you can also create an isolated version of that package. For more information, see Building an Isolated Version of a Windows Installer Package Using Repackager on page 113.

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Chapter 3 Repackaging ProcessUsing the Installation Monitoring Method to Repackage a Legacy Application

Using the Installation Monitoring Method to Repackage a Legacy Application

In this section, you use the Installation Monitoring repackaging method to repackage a legacy installation. Topics include:

• About Installation Monitoring

• Using Installation Monitoring

About Installation MonitoringThe Installation Monitoring repackaging method watches all activities generated during a legacy installation and then determines which files, .ini files, registry entries, and shortcuts to include in the generated Windows Installer package.

Installation Monitoring, which is the default repackaging method, is significantly faster than the Snapshot repackaging method, which is described later.

Figure 3-3: Installation Monitoring (Default Repackaging Method)

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Excluding Processes During Installation MonitoringIf services are running on the machine that have nothing to do with the installation being repackaged, click the Advanced Settings link on the Repackaging Wizard Method Selection panel to open the Excluded Processes dialog box. Use this box to prevent these processes from being monitored during installation.

For example, if the installation you are capturing is from a self-extracting .exe file, add the name of that .exe file to the list of excluded processes:

Figure 3-4: Excluded Processes Dialog Box

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Chapter 3 Repackaging ProcessUsing the Installation Monitoring Method to Repackage a Legacy Application

Using Installation MonitoringIf you are repackaging on the development system containing AdminStudio, you can begin the repackaging process in AdminStudio; however, doing so is not recommended. AdminStudio is a large suite of tools that puts many files and registry entries on a system, and this data can interfere with the repackaging process.

Instead, launch the Repackaging Wizard from a shared network folder, as described in Chapter 2, Preparing for Application Migration. The Repackaging Wizard executable is named Repack.exe.

Task: To repackage a legacy installation using the Installation Monitoring method:

1. From a clean installation, launch the Repackaging Wizard from a shared network folder, as described in Chapter 2, Preparing for Application Migration.

The Welcome panel opens.

2. Click Next.The Method Selection panel opens, prompting you to select a repackaging method:

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3. Select Installation Monitoring and click Next.

The Collect Product Information panel opens, prompting you to specify the legacy installation program you want to monitor:

4. In the Program File field, browse for the legacy installation’s main executable (commonly called setup.exe).

• As described in Chapter 2, Preparing for Application Migration, you typically copy the legacy installation to your project’s 1_LegacyInstallation subdirectory in your storage structure.

• The directory you specify can be located on the local development system or an accessible network drive.

• You can also optionally specify command-line switches for the legacy installation executable in the Command-line Argument(s) field.

5. In the Product Information area, enter information about the application and your company using the guidelines in the following table.

Settings Description

Product Name Product Name becomes the name of the MSI database created, as well as the display name for the application in the Add or Remove Programs panel.

Note • In Chapter 4, Using InstallShield Editor, you learn how to further modify Add or Remove Programs data for the application using InstallShield Editor.

Company Name Company Name is the name of the software vendor or developer of this application. It is written as part of the target system’s Add or Remove Programs data for the current installation.

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The default values in the Product Name, Version, and Company Name fields are obtained from the version information in the legacy installation executable you select. These values sometimes reflect the version of the software used to package the legacy installation and do not reflect the product information for the application being installed. Therefore, it is sometimes necessary to modify these fields before continuing.

To combine the effects of multiple legacy installations into a single repackaged project, click Edit Setup List and browse for additional installation programs or batch files (and specify command-line arguments to pass to them), arranging the installations in order. Use this to configure the application after the legacy installer completes, or to apply a legacy upgrade to it.

Version Product Version is written to the target system and is visible as part of the product’s support information in the target system’s Add or Remove Programs panel.

For the sake of possible future upgrades, as described in Chapter 11, Upgrading Products, use a three-field version number, as in 1.2.3.

More Click the More link to open the Additional Product Information dialog box, where you can specify a URL for the Product and Support web sites for the product:

The Product and Support URLs are written to the target system and appear in the Support Information dialog box in the target system’s Add or Remove Programs panel.

Settings Description

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Important • Do NOT use this option for installing prerequisite applications.

6. Click Next.

The Set Target Project Information and Capture Settings panel opens.

7. In the Project path to store files to: field, indicate where to store the repackaged project.

The directory you specify here becomes part of the application’s storage structure, as described in Chapter 2, Preparing for Application Migration. This directory can be on the local development system or an accessible network drive.

To capture the steps of the installation of the legacy application to create a set of installation instructions, you can use the Microsoft Problem Steps Recorder. You can do this during the prepackaging/technical discovery process as discussed earlier or as an alternative, you can record the steps during the repackaging process by ticking on the Run Microsoft Step Recorder box during the capture, as shown in the figure below. The recording will automatically be stopped when all setups have been launched. The recorded steps will be stored in a .MHT file in the your equivalent to the “RepackagerandSourceFiles” folder. If this process has already been performed, leave the box unchecked.

8. Optionally, click Edit to expose the Analysis Options panel shown in the following figure. Use this panel to review or modify the data types monitored during capture. An option is included to monitor configuration files in the .INI format but with other extensions.

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You may also change the path to the exclusions file that will be used with this project. If a shared exclusion list exists, (isrepackager.ini, as discussed earlier in this manual, page 47) you may want to specify it here. Optionally, you may also add or remove exclusions by clicking on Edit from inside of the Analysis Options screen. This will take you to the same view as when launching analysisoptions.exe, also discussed earlier in this manual.

Click OK after making any changes on the Analysis Options screen.

Note • When performing captures on 64-bit operating systems, you will see somewhat different dialog boxes than are displayed and described in the pages of this book.

9. Click Start. The Repackaging Wizard launches the legacy application and begins monitoring its installation. If the box was checked to launch the Problem Steps Recorder, it will be launched at the same time the legacy installer starts to run, as in the screen shot shown here. You can stop the recording at any time, but otherwise, it will automatically end after clicking the Done button in step 10 and the Process button. The figure below shows a legacy installer running with the Problem Steps Recorder recording.

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Enter information and respond to the resulting dialog boxes as prompted, closely following the installation instructions in your Installation Flow and Options document created in Chapter 2, Preparing for Application Migration.

After the installation, the following screen opens prompting you to click Done when you are ready to complete the monitoring process.

10. Click Done. The following Repackaging panel appears, indicating that post-installation analysis comes next.

You can perform other system changes before Processing the capture-such as launching the installed executable, deleting desktop shortcuts, moving Programs-menu shortcuts, and other requirements in your installation instructions-before initiating the post-installation analysis.

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Note • At this point you should wait a few minutes before continuing. Some legacy installations launch hidden processes to clean up temporary data, and waiting before performing the final scan ensures these temporary files and registry data are deleted and not included in the final scan.

If you have no additional changes to make, you should always give the installer a chance to complete before clicking the Process button.

11. Click Process to begin the post-installation analysis. to begin the post-installation analysis. (On a 64-bit o/s, instead of Process you will see a Next button to click on to proceed.)

Important • Optional at this point: If the legacy installation prompts for a reboot, you must decide whether to capture that reboot now or accommodate it by requiring a reboot later. The Repackaging Wizard will continue processing after the reboot.

The Summary panel eventually appears with information about the repackaging process.

12. Click Finish.

13. When the SmartScan Wizard opens, click Cancel. The new Repackager project file, (.irp) opens in the Repackager interface.

Note • For information on how to use the SmartScan Wizard, see Using the SmartScan Wizard to Scan for Additional Data on page 92.

14. Exit Repackager without making any changes to the .irp file.

15. Optionally, before reverting or reimaging the repackaging machine, copy the repack.log and repack_username.log from this machine's c:\windows folder to the documentation folder in your storage structure. You may also want to verify that the repackaged output files are stored in the storage structure where you'll be able to access them in the future

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Chapter 3 Repackaging ProcessUsing the Snapshot Method to Repackage a Legacy Application

Using the Snapshot Method to Repackage a Legacy Application

The other method for repackaging is to use snapshots, which compare lists of the operating system’s files, registry data, and so forth, taken before and after running legacy installations. The before and after snapshots are compared, and the differences are stored in an .inc file you open with Repackager and convert to an InstallShield Editor project.

There are two types of snapshot repackaging methods:

• Single Step—System status is analyzed first, then setup programs are run, after which the system is analyzed again.

• Multiple Steps—The InstallScript installation logic is not preserved with this method. Additionally, this method makes initial system status scan and system change analysis optional.

Both snapshot methods are discussed in the following sections.

Note • To convert an InstallScript MSI package to a Basic MSI that preserves the InstallScript installation logic, select the Installation Monitoring method or the Single Step snapshot method.

Note • An advantage to using the Multiple Steps snapshot method is that you do not need to launch an installation; you can launch one or more batch files, or duplicate manual steps required by a printed installation procedure.

Single Step SnapshotWith the Single Step snapshot, Repackager takes the initial operating system snapshot, launches the legacy installations you specify, and then takes the final system snapshot.

Task: To repackage a legacy installation using the Single-Step snapshot method:

1. From a clean installation, launch the Repackaging Wizard from a shared network folder, as described in Chapter 2, Preparing for Application Migration.

The Welcome panel opens.

2. Click Next.

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The Method Selection panel opens, prompting you to select a repackaging method:

3. Select Snapshot and click Next. The Snapshot Method panel opens:

4. Select Single Step.

Also select the Prompt before running the setup programs option if you want Repackager to display a message before running legacy installations. This lets you perform any required pre-installation configuration before taking the initial operating system snapshot.

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5. Click Next.

The Collect Product Information panel opens. Here you specify the legacy installation program to monitor:

6. Repeat Step 4 through Step 12 of the procedure Using Installation Monitoring on page 79.

Multiple Steps SnapshotIf you select the Multiple Steps snapshot option (shown below), Repackager takes an initial system snapshot first. Then you launch legacy installations and make system changes manually. Finally, you launch Repackager again to take the final system snapshot and generate a comparison between the two snapshots.

Figure 3-5: Multiple Steps Snapshot Method

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Chapter 3 Repackaging ProcessUsing the Snapshot Method to Repackage a Legacy Application

Step 1: Create the Initial SnapshotFirst, in the Repackaging Wizard, with the Snapshot Method panel open, create a system snapshot.

Task: To create the initial system snapshot:

1. Select Multiple Steps and Analyze the initial system status on the Snapshot Method panel.

2. Click Next. The Repackaging panel opens and displays progress of the initial system status capture.

When Repackager finishes, the Summary panel opens, prompting you to install the application you want to repackage:

3. Click Finish to close the Repackaging Wizard and continue with the next section.

Step 2: Install and Make Manual System ChangesNext, you manually launch the installation for the application you are repackaging. Then you make manual changes to the system that you want captured in the Windows Installer package.

Task: To install and make manual system changes:

1. Launch the installation program for the application you are repackaging, if you have one.

2. Follow the prompts until the installation is complete.

3. Make additional changes to the system (such as deleting files and shortcuts) that you want recorded in the repackaged installation.

Note • When the legacy installation is complete, wait a few minutes before starting the post-installation system snapshot. Some legacy installations launch hidden processes to clean up temporary data, and waiting before performing the final scan ensures these temporary files and registry data are deleted and not included in the final scan.

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4. Launch the Repackaging Wizard again.

The Welcome panel opens.

5. Click Next.

The Method Selection panel opens.

6. Select Snapshot and click Next.

The Snapshot Method panel opens with Multiple Steps selected, and with the Analyze system status changes option enabled and selected.

7. Click Next.

The Collect Product Information panel opens. Here you specify the legacy installation program to monitor. Continue with the next section.

Step 3: Enter Product InformationNext, you enter product information on the Collect Product Information panel for the application you just installed. This part of the procedure is identical to a portion of the Installation Monitoring method described earlier.

Therefore, repeat Step 5 through Step 6 of the procedure Using Installation Monitoring on page 79.

Note • Because you are now performing the second step of a multiple-step Snapshot, the Setup Programs area is disabled, since you have already installed the application you are repackaging.

Step 4: Set Target Project Information and Capture SettingsNext, enter your information in the Set Target Project Information and Capture Settings panel. This part of the procedure is identical to a portion of the Installation Monitoring method described earlier.

Therefore, repeat Step 7 through Step 9 of the procedure Using Installation Monitoring on page 79.

Step 5: Run the Repackaging ProcessNext, when the Repackaging Wizard finishes analyzing the system state changes and creating the Repackager project, the Summary panel opens and confirms that the repackaging was successful, and lists the location of your new Repackager project.

Click Finish to close the Repackaging Wizard. When the Smart Scan Wizard opens, click Cancel. The new Repackager project file (.irp,) opens in the Repackager interface. Exit Repackager without making any changes to the .irp file.

Note • For information on how to use the SmartScan Wizard, see Using the SmartScan Wizard to Scan for Additional Data on page 92.

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Chapter 3 Repackaging ProcessCleaning Up after Repackaging

Cleaning Up after RepackagingA drawback with using any repackaging method is the possibility of capturing unintended system changes. This happens when other processes are inadvertently launched during the capture, or from other unintended activities on the repackaging machine. For this reason, you must always:

• Review the captured output before building the InstallShield Editor project (.ism) or Windows Installer package (.msi)

• Ensure that no irrelevant registry data or files are included in the repackaged installation

These steps are in addition to the usual repackaging testing tasks, such as correcting errors and warnings that occur when building and validating the Windows Installer package.

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Chapter 3 Repackaging ProcessUsing the SmartScan Wizard to Scan for Additional Data

Using the SmartScan Wizard to Scan for Additional Data

The SmartScan Wizard scans executables that were created with InstallShield Professional 5.x and later for installation information that might not have been captured during initial repackaging, based on conditions defined in the legacy installation project. Having this information in the project may be desirable because it makes the installation more portable.

Note • If the legacy setup was created with a legacy version of InstallShield, when it is opened the first time by the Repackager (which we did not specify to do at the beginning of the Monitoring process) the SmartScan Wizard runs before the project opens in the Repackager tool.

Task: To use the SmartScan Wizard:

1. Click Next in the SmartScan Wizard Welcome panel.

The Original InstallShield Professional Setup panel opens:

Figure 3-6: SmartScan Wizard Original InstallShield Professional Setup panel

2. Be sure the following information appears in the fields on this panel:

• Specify path of original setup executable: browse to the directory or media containing the original application you want to scan.

• Specify password if required: enter a password if required.

• Original target folder: enter the directory where the product was installed during the repackaging process. In most cases, this is a subdirectory of your [ProgramFilesFolder].

3. Click Next and the Scanning panel opens.

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Chapter 3 Repackaging ProcessUsing the SmartScan Wizard to Scan for Additional Data

4. When scanning finishes, click Next.

The Setup Feature Tree panel opens, listing additional features and components that were configured in the original InstallShield Professional project:

Figure 3-7: SmartScan Wizard Setup Feature Tree panel

5. Select the Add feature tree check box if you want the files, shortcuts and registry entries in the original project grouped into features corresponding to their InstallShield Professional components, and click Next.

The Scanning Media panel appears, showing the results of SmartScan Wizard’s search for extra setup information in the media.

Figure 3-8: SmartScan Wizard Scanning Media panel

6. Click Finish to add these elements to the project.

Using the SmartScan Wizard ensures that additional files, shortcuts, .ini files, or registry data are added to the relevant view in the project. Data captured by the SmartScan Wizard appears in the color designated in the SmartScan items field on the Colors tab of the Options dialog box.

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Chapter 3 Repackaging ProcessRepackaging InstallScript MSI Installations

Repackaging InstallScript MSI Installations

One category of Windows Installer installations uses the InstallScript engine to show the user interface and run custom events, while the Windows Installer engine makes the system changes. These packages generally contain the Setup.exe, ProductName.msi, and ISScript#.msi files (where # represents the InstallScript engine version). If you try to install the project directly by launching the .msi file, you may see the message shown in Figure 3-9 because many InstallScript MSI installation programs cannot run unless the corresponding InstallScript engine is installed on the target machine.

Figure 3-9: Error message when launching an InstallScript MSI project from the .msi file

(InstallScript MSI installers created with recent versions of InstallShield may not require the separate ISScript#.msi package to be executed on a target system.)

Generally it is not appropriate to repackage Windows Installer-based installations because the repackaged version contains a different installation structure. As a result, vendor patches cannot be applied to the repackaged Windows Installer installations. Repackager solves this problem by synchronizing the repackaged MSI package with the original package.

The Repackaging Wizard detects an InstallScript MSI installation and prompts you, as shown in the following figure.

Figure 3-10: InstallScript MSI Identified panel

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Chapter 3 Repackaging ProcessRepackaging InstallScript MSI Installations

The rest of the process is similar to the repackaging of a legacy application. You can use either the Installation Monitoring or Snapshot method. Note the following:

• Unlike with repackaged legacy applications, the resulting package is immediately saved in the Windows Installer (.msi file) format. No .irp or .ism file is generated.

• The converted installation preserves the logic stored in the original .msi file and adds the system changes made by the InstallScript part of the installation.

• The new package does not preserve the user interface of the original installation, and the captured InstallScript-generated changes depend on the machine configuration used to run Repackager.

• Output is stored in the directory you indicated in the Repackaging Wizard.

• You can further customize the converted application using InstallShield Editor.

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Chapter 3 Repackaging ProcessRepackaging Process Output Files

Repackaging Process Output FilesThe following files are the combined output from the repackaging process.

Figure 3-11: Repackaging output files

These files are text files and can be viewed and modified using Notepad or any plain-text editor.

Table 3-1 • Repackager Output Files

File Description

ProductName.irp The Repackager project file. This is the main file for each repackaged or converted installation.

ProductName.inc Contains information about files, shortcuts, and .ini file data detected during repackaging. Also contains links to the captured registry data files described below.

Updated.isr Describes registry data detected during repackaging using the Installation Monitoring method.

Deleted.isr Contains information about deleted registry data detected during repackaging (if your analysis options indicate deletions should be detected).

Standard.nir Describes registry data detected during repackaging using either of the two snapshot methods.

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Chapter 3 Repackaging ProcessRepackaging Process Output Files

Options.ini Repackager creates this file at the beginning of the capture by copying it from the master location into the designated repackaging folder for this application. The master location is the same place that REPACK.EXE (the Repackaging Wizard) runs from.

If corporate templates are used, every packager should use the same version of Options.ini for repackaging.

Repack.log Repackager creates this log file and outputs it to the WindowsFolder.

.mht If the Problem Steps Recorder is launched during the capture, output will be in a .mht in the same folder with the rest of the repackaged output files.

Table 3-1 • Repackager Output Files

File Description

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Chapter 3 Repackaging ProcessViewing Captured Data in the Repackager Interface

Viewing Captured Data in the Repackager Interface

The full Repackager interface includes multiple views for examining the captured data you use to create an InstallShield Editor project (.ism file) and ultimately a Windows Installer package (.msi file). Depending on the presence or absence of certain data types, some views may not display.

Captured Installation ViewUse the Captured Installation view as a top-level summary of the installation information captured by the Repackaging Wizard. This includes the operating system (including service pack) where the capture was performed, the number of files captured, the number of INI file changes made, the number of registry entries captured, and the number of shortcuts captured. This view also displays files or registry entries deleted by the legacy installation.:

Figure 3-12: Captured Installation view

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Files and Folders ViewUseUse the Files and Folders view to see information about each captured file, to selectively exclude files or directories from the package you are creating, or to re-include files you previously excluded. You may also add a selected file to the global exclusions list at the same time by clicking on Add to Exclusions. The Add to Exclusions option is also available in the Registry, Shortcuts and INI views.

Figure 3-13: Files and Folders view

Note • The original repackaged output data is not affected if you exclude data in these views; the excluded information is stored in the Repackager project (.irp) file.

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Registry Entries ViewUse the Registry Entries view to review information about each captured registry entry, to selectively exclude registry values or registry keys from the package you are creating, or to re-include registry values you previously excluded:

Figure 3-14: Registry Entries view

As with files captured in a repackaged project, the main purpose of inspecting registry data is to ensure no irrelevant data is included with the repackaged project. To exclude registry information, right-click its icon and select Exclude from the pop-up menu. Excluded entries appear in red in the view. Included entries appear in black.

Some general rules for working with registry data:

• Data located in HKEY_CLASSES_ROOT should be left in the project.

• Data located in HKEY_LOCAL_MACHINE\SOFTWARE\VendorName\ProductName is part of the product.

• Data located in HKEY_LOCAL_MACHINE\SYSTEM should be present only if the application installs a Windows service or modifies hardware information.

• Data located in HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft and HKEY_CURRENT_USER\SOFTWARE\Microsoft should be reviewed for relevance to the application being repackaged.

• Changes under HKEY_USERS\.Default should mirror data in HKEY_CURRENT_USER.

• Registry keys or entries referencing ProgID strings or GUIDs should be left in the project as long as the referenced string or GUID can be located in the registry data of another component or under a different key of the same component. The search should be performed through the entire Direct Editor view, as described in Chapter 6, Advanced InstallShield Editor Topics.

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Shortcuts ViewUse the Shortcuts view to review information about each captured shortcut, to selectively exclude shortcuts from the package you are creating, or to re-include shortcuts you previously excluded.:

Figure 3-15: Shortcuts view

INI Files ViewUse the INI Files view to review information about each captured .ini file, to selectively exclude .ini files or .ini file sections from the package you are creating, or to re-include .ini files or sections you previously excluded:

Figure 3-16: INI Files view

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Deleted Files ViewUse the Deleted Files view to examine information about each file deleted during repackaging, to selectively exclude files or directories from the package you are creating, or to re-include previously excluded files.

Deleted Registry Entries ViewUse the Deleted Registry Entries view to review information about each captured registry entry, to selectively exclude registry values or registry keys from the package you are creating, or to re-include registry values that you previously excluded.

Captured Installation Tasks ViewUse the Captured Installation Tasks view to create a setup capture report (HTML-based or text-based) and scan InstallShield Professional media (available if the original installation was created with InstallShield Professional) for additional files. These tasks are described in the following sections.

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Repackaged Output ViewUse the Repackaged Output view to configure build options for the project, including whether to build an MSI package automatically following conversion.

Figure 3-17: Repackaged Output view

With this view you can configure the following package build options:

• Windows Installer package—Builds a Windows Installer package following conversion. If you select this option, you can also specify the type of Windows Installer package to build.

• Isolated Version of Windows Installer package—Creates an isolated version of the Windows Installer package.

• Run PackageExpert automated tests—Runs PackageExpert tests on the newly built Windows Installer package to see if it is built to Windows Installer standards and if it complies with the installation requirements of Windows Vista and Windows 7.

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• Create a virtual application for the Repackager project—Creates a Microsoft App-V, VMware ThinApp, and/or Citrix virtual application based on the contents of the Repackager project. After the Editor project is created, you can further customize from within InstallShield Editor.

The Repackaged Output view provides the following configuration settings.

Table 3-2 • Repackaged Output view configuration settings

Option Description

Editor Project Use to provide the name and location of the InstallShield project (.ism) file. The default is to store the .ism in a folder called MSI_Package under the designated Repackager output folder.

Windows Installer Package

Used to indicate the name and location of the Windows Installer package (.msi) once it is built by the Repackager. If a Windows Installer package has not yet been built from this Repackager project, (not built) displays instead.

Create Microsoft Windows Installer Package

If this option is selected, after creating the InstallShield project file (.ism), a Windows Installer (.msi) file is built based on that project file and stored in the Editor Project folder location.

Windows Installer Package Options

If you selected Create a Windows Installer package after creating the Editor project option, select one of the following options:

• Single Compressed .MSI File—Compresses necessary files inside the .msi package, instead of storing them outside the .msi database.

• Single Compressed Setup.exe File—Compress all files inside a setup.exe file, including the .msi file and all other necessary files.

• .MSI File With External .CAB File—Creates an .msi file and compresses the rest of the necessary files in an external .cab file.

• .MSI File With External .CAB File and Setup.exe—Creates an .msi file and a setup.exe file, and compresses the other necessary files in an external .cab file.

• Uncompressed .MSI File—Creates an uncompressed .msi file. The other necessary files, in uncompressed format, should be shipped with the .msi file.

• Uncompressed .MSI File With Setup.exe—Creates an uncompressed .msi file and a setup.exe file. The other necessary files, in uncompressed format, should be shipped with the .msi and setup.exe files.

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Create Isolated Version of the Package

Creates a second, isolated version of the Windows Installer package when the Windows Installer package is built. Isolation reduces versioning conflicts by modifying an application so it loads the versions of components—such as DLLs—that it was originally developed and tested with.

The additional Windows Installer package is created in the same directory as the .ism file and the other .msi file, with the following naming convention:

appname.isolated.msi

Note • For more information on how Repackager isolates applications and available isolation options, see Building an Isolated Version of a Windows Installer Package Using Repackager on page 113.

Run Automated Tests on the Package

Select this option to automatically run best practice tests against the newly built Windows Installer package to determine if it is built according to Windows Installer standards, and if it is in compliance with the installation requirements of the Windows operating system.

Note • This option is only enabled when the Create Microsoft Windows Installer Package option is selected and any of the values except for Single Compressed Setup.exe File is chosen.

Create Microsoft App-V Package

Creates a Microsoft App-V application when building a Windows Installer (.msi) file. App-V applications can also be created in InstallShield Editor. This allows more specific customizations to the Repackager results.

Create VMware ThinApp Package

Creates a VMware ThinApp application when building a Windows Installer (.msi) file. ThinApp applications can also be created in InstallShield Editor. This allows more specific customizations to the Repackager results.

Note • To successfully build a ThinApp application, a licensed or demo version of the VMware ThinApp Suite must be installed on the machine.

Create Citrix XenApp Profile

Creates a Citrix profile compatible with Citrix XenApp when building a Windows Installer (.msi) file. Citrix profiles can also be created from in InstallShield Editor. This allows more specific customizations to the Repackager results.

Use the default Editor template

Uses the default InstallShield Editor template when building an InstallShield Editor project. A project template contains all default settings and design elements to use as a starting point when creating an installation project.

Table 3-2 • Repackaged Output view configuration settings (cont.)

Option Description

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Package Information ViewUse the Package Information view to specify information about the Windows Installer package you are building.

Figure 3-18: Package Information view

Typically this information is pre populated with information supplied by the Repackaging Wizard. This information is overwritten if you use a customized template in the Repackager Output options.

Use a customized template

Uses a customized InstallShield Editor Project Template when building an InstallShield Editor project.

For example, if you want all InstallShield Editor projects to have a special custom dialog, a set of required redistributables, and a specific SQL script, you could create a project template that has all of those settings. Then, when you want to create a project, you can base it off of your custom template. This way you avoid re-creating the custom dialog, re-adding the redistributables, and re-adding the SQL script every time you create an InstallShield Editor project.

Build Click to initiate the build process to build a Windows Installer package.

Repackaged Output Tasks After an InstallShield Editor project and a Windows Installer package is built, use these links to perform the following tasks:

• Modify the Editor Project—Open this Repackager project's associated InstallShield project in InstallShield Editor.

• Modify the Windows Installer package with Editor—Open this Repackager project's associated Windows Installer package in InstallShield Editor.

Table 3-2 • Repackaged Output view configuration settings (cont.)

Option Description

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Software Identification Tag ViewAdminStudio includes ISO/IEC 19770-2 software tagging support. ISO/IEC 19770-2 is an international standard for creating software identification tags. A software identification tag is a small XML-based file containing descriptive information about the software such as the product name, version, and so on. Software management tools collect the data provided in the tags for identifying software installed in an enterprise.

When you use Repackager to convert a legacy package to a Windows Installer package, by default a tag file is generated for each package when the Windows Installer package is built. Use the Software Identification Tag view to edit this tag information:

Figure 3-19: Software ID Tag View

The Software ID Tag view provides the following configuration settings.

Table 3-3 • Software ID Tag view settings

Option Description

Generate Tag Answer Yes to include an ISO/IEC 19770-2 software identification tag to your installation. The default value is Yes.

Require Software Entitlement

Specify whether you want to require your product to have a corresponding software entitlement in order for software reconciliation to be considered successful. In general, if the software must be purchase, select Yes; if the software is free, No should be selected.

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Product Name Shows the name of the product, read from the Product Name property of the Windows Installer package.

Product Version Shows the version of the product, read from the Product Version property of the Windows Installer package.

Unique ID Uniquely identifies the package by combining the Product Name, Version, and GUID values from the Windows Installer package, joining them with the underline character:

ProductName_ProductVersion_GUID

For example:

Adobe Reader 8_8.0.0_AC76BA86-7AD7-1033-7B44-A80000000002

Tag Creator Enter a name to identify the creator of this tag file. The default value is:

Flexera Software LLC

Tag Creator RegID Enter a RegID to identify the creator of this tag file, using the following format:

regid.YYYY-MM.ReversedDomainName,optional_division

For example:

regid.2009-06.com.yourcompany,GlobalProductDivision

Software Creator Name Optional: Enter a name to identify the creator of this package. By default, the value is Unknown. If the value of this field is left as Unknown, that string appears in the tag file to indicate that it is not possible to determine the value for this field.

Software Creator RegID Optional: Enter a RegID to identify the creator of this package. By default, the value is Unknown. If the value of this field is left as Unknown, that string appears in the tag file to indicate that it is not possible to determine the value for this field.

Software Licensor Optional: Enter a name to identify the licensor of this package. By default, the value is Unknown. If the value of this field is left as Unknown, that string appears in the tag file to indicate that it is not possible to determine the value for this field.

Software Licensor RegID Optional: Enter a RegID to identify the licensor of this package. By default, the value is Unknown. If the value of this field is left as Unknown, that string appears in the tag file to indicate that it is not possible to determine the value for this field.

Table 3-3 • Software ID Tag view settings (cont.)

Option Description

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Advanced Package Settings ViewUse the Advanced Package Settings view to configure additional settings that apply to your repackaged installation. These settings are controlled by the settings contained in the copy of the Options.ini file that was copied into the Repackager output folder when the capture was launched.

Figure 3-20: Advanced Package SettingsView

The following settings are available on the Advanced Package Settings view.

Table 3-4 • Advanced Package Settings Options

Setting Description

Use Editor path variables instead of physical source paths

When storing files in the Editor project (.ism file), the wizard uses path variable locations when possible. Path variables define commonly used paths in a central location so you do not need to change every source file’s path if you move the project or change the directory structure.

Display only the Welcome dialog during installation

Only the Welcome dialog box appears when the Windows Installer package runs on the target machine. If this option is cleared, the default Editor UI sequence appears when the installation runs.

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Replace files with merge modules wherever possible

Following best practice rules, AdminStudio replaces components with comparable merge modules when possible.

Use the language captured by Repackager as the language of the setup

When this option is selected, the language that Repackager detects during the repackaging process becomes the target package’s language. This is shown in the Captured Installation view.

Mark components destined for the System folder as permanent

Components installed to the system folder (SystemFolder) are marked as Permanent and the component’s files are not uninstalled when the application is uninstalled from the target system. This eliminates ICE09 validation errors. (Validation errors are described in Chapter 4, Using InstallShield Editor.)

Mark components destined for the CommonFiles folder as shared

Components installed to the CommonFilesFolder (or a subfolder of the CommonFilesFolder) are marked as Shared files. This ensures that these components can coexist with DLLs installed by previous installations.

Map registry data to the appropriate COM tables

Select this option to reduce the number of ICE33 warnings that might occur during package validation (resulting from data not being mapped to the relevant Windows Installer tables).

Map registry data to the appropriate ODBC tables

Select this option to map ODBC-related registry data to the ODBC tables instead of the Registry table. This data functions correctly only if Windows Installer supports the ODBC resource being mapped. Do not enable this option if you are unsure whether the ODBC resources are supported correctly by Windows Installer.

Map NT Service events to the ServiceControl table

Select this option to map NT Service–related registry data to the ServiceControl table instead of the Registry table.

Include files from InstallShield legacy media scan

Files identified in the SmartScan are included in the package (unless you manually excluded them from the project).

Exactly match legacy setup’s Operating System requirements

When selected, the generated component conditions include the specified operating system. By default, option is not selected, and component conditions contain operating system groups (VersionNT vs. Version9X).

Table 3-4 • Advanced Package Settings Options

Setting Description

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Creating Repackager ReportsAfter reviewing captured data, use the Repackager Create Report functionality to create reports that indicate excluded items, which are highlighted for easy identification. Repackager reports can be output in HTML or text format. HTML-formatted reports show excluded items in red by default.

Task: To create a Repackager report:

1. From the Repackager Project menu, select Create Report or press Ctrl+R.

The Create Report dialog box opens:

2. Specify the Report Options, whether to indicate excluded items, and the report file format (HTML or text).

3. Click Create. The Save As dialog box opens:

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4. Specify the name and location for your report, then click Save to create the report.

The Repackager Setup Capture Report screen opens:

Figure 3-21: Repackager Setup Capture Report output in HTML format

You can store these Repackager Setup Capture Reports in the Application Catalog database along with the applications you capture. More information about Application Manager and the Application Catalog is provided in Chapter 9, Managing Applications and Application Catalog Databases.

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Chapter 3 Repackaging ProcessBuilding an Isolated Version of a Windows Installer Package Using Repackager

Building an Isolated Version of a Windows Installer Package Using Repackager

When building a Windows Installer package from your Repackager project, you can create an isolated version of that package by selecting the Create Isolated Version of the Package option on the Repackaged Output view.

Figure 3-22: Option to Create an Isolated Version of the Package

When you select this option, an additional Windows Installer package is created in the same directory as the .ism file and the other .msi file, with the naming convention:

appname_isolated.msi

When the isolation box is checked, the application will be isolated using the default settings. (Everything this package installs in the system folder will be isolated by default.) If this is not what you want, you should uncheck the Isolation box, then run the Application Isolation Wizard to customize the isolation settings.

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Setting Isolation OptionsIsolation reduces versioning conflicts by modifying an application’s behavior so that it always loads the versions of components that it was originally developed and tested with.

On the Repackager Isolation Options dialog box you can specify manifest and digital signature options.

Any changes made to the Isolation Options become the default for any isolated version of an application built during the repackaging process, or until the Isolation Options are again modified.

Manifest OptionsOn the Manifest Options tab of the Isolation Options dialog box, you can specify the type of assemblies Repackager creates, and you can specify the naming conventions Repackager uses when creating assemblies.

Selecting the Assembly TypeOn the Manifest Options tab of the Isolation Options dialog box, specify the type of assemblies Repackager creates by following these steps:

Task: To select the assembly type:

1. On the Repackager interface Tools menu, select Isolation Options.

The Manifest Options tab of the Isolation Options dialog box opens:

Figure 3-23: Manifest Options tab of the Isolation Options dialog box

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2. Select one of the following Assembly Type options:

• Create private side-by-side assemblies in the application folder

• Create shared side-by-side assemblies in WinSxS directory

Note • Manifests for shared assemblies must be digitally signed. For more information, see Digital Signature Options for Shared Assemblies on page 116.

The modifications you make on the Isolation Options dialog box are recorded in the isolationconfig.ini file in the AdminStudio Shared directory, setting the defaults for future isolation operations.

Specifying the Assembly Naming ConventionsOn the Manifest Options tab of the Isolation Options dialog box, you can specify the type of naming conventions Repackager uses when creating assemblies.

Task: To set the default naming convention for assemblies:

1. On the Repackager interface Tools menu, select Isolation Options.

The Manifest Options tab of the Isolation Options dialog box opens.

2. In the Assembly Naming Conventions area, enter your company name and division.

These two fields create the default assembly naming convention (in the form Company.Division.Assembly followed by a number).

3. If you want to create a component for each assembly, select Create new component for each assembly.

Assemblies created during application isolation follow the naming convention as specified.

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Digital Signature Options for Shared AssembliesYou can configure the certificate information required when using shared assemblies on the Digital Signature tab of the Isolation Options dialog box, shown in Figure 3-24.

[

Figure 3-24: Digital Signature Tab of the Isolation Options Dialog Box

A digital signature is required when using Shared side-by-side assemblies and provides an extra layer of protection, allowing you to obtain information about the company who created a global assembly.

Task: To set digital signature options:

1. Open the Repackager interface.

2. From the Tools menu, select Isolation Options. The Manifest Options tab of the Isolation Options dialog box opens.

3. Click Digital Signature to open the Digital Signature tab.

4. Click the Browse button next to the Certificate File field and navigate to the certificate file you are using to sign assemblies.

A digital certificate identifies you and/or your company to users and assures them the data they are about to receive has not been altered.

5. In the Code Signing Technology area, select the type of code signing technology to use for the digital signature.

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You can use one of the following technologies:

Course ExercisesTo see the course exercises that accompany this chapter, see Chapter 3: Repackaging Process on page 461 of Appendix I, AdminStudio Course Exercises.

Technology Description

Credentials Select this option to use credential files as the code-signing technology. You must supply the name and location of both your software publishing credential files:

• SPC File—Specify the name and location of your software publishing credentials file (.spc).

• PVK—Specify the name and location of your private key file (.pvk).

To receive software publishing credentials and a private key, you must supply a certification authority, such as VeriSign, with specific information about your company and software.

Certificate Name in the store

Select this option to use the name of an existing certificate file in the Certificate Store as the code-signing technology.

The Certificate Store is a central repository for certificate files. Using a Certificate Store enables you to reuse the certificate files for different purposes as necessary.

As an alternative to providing .spc and .pvk files, you can specify the certificate name as it appears in the certificate store.

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