Installation Requirements

1
Installation Requirements
2
Agenda

• Installation requirements
• Installation options
• Installing to correct folder locations 
• Installing Windows resources
• Creating custom actions
• Supporting command-line installation
• Following component rules
• Installation test cases

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Installation Requirements

• Use Windows components for installation
• Support User Account Control for installation
• Install to correct folders
• Sign ClickOnce manifests
• Keep ClickOnce installations isolated
• Correctly configure package identity
• Install Windows resources properly
• Follow best practices for creating custom actions
• Avoid reboots during installation
• Support command-line installation
• Follow component rules

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Agenda

• Installation requirements
• Installation options
• Installing to correct folder locations 
• Installing Windows resources
• Creating custom actions
• Supporting command line installation
• Following component rules
• Installation test cases

5
Installation Options

• Applications must use Windows Installer (MSI) or
  ClickOnce for installation
• Follows good setup design
• Are safer
• Evolves with operating system
• Preferred by enterprise customers

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Windows Installer 4.0

• Efficient installation and configuration
• Mature and proven technology
• Reduces TCO
• Better corporate deployment
• No need to create Windows Vistaspecific packages
• Meets most installation requirements

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Supporting UAC for Installation

• Installation requires privileges
• Installer must have an embedded manifest
• User must provide approval
• Installer detects setup programs
• Windows Installer engine automatically enables
  and follows UAC

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Configuring Package Identity

• Correct identification in Software Explorer
• Supply all required information by using Windows
  Installer properties
• ProductName
• Manufacturer
• ProductVersion
• Application upgrade properties
• UpgradeCode
• ProductCode
• ProductVersion
• ProductLanguage

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Restart Manager

• Check if files that require updating are in use
• Shut down applications, apply the update, restart
• Applications listen to shutdown messages, and
  save state without prompting user
• Applications restart as if they were never shut
  down
• If system restart is unavoidable, schedule to
  minimize disruption

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Using Restart Manager

• Windows Installer 4.0 automatically uses Restart
  Manager
• Files-in-use dialog boxes
• ForceReboot action should not be used
• Custom actions call Restart Manager APIs

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Uninstalling Applications

• Windows Installer follows clean uninstall logic
• All nonshared application files and folders
• Shared application files with refcount0
• Unshared registry entries
• Start menu shortcuts created on installation
• Option to remove user data
• Reinstall without errors
• Windows Installer supports rollback if
  installation fails

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ClickOnce

• Simplified installation
• Visual Studio support
• Low impact
• Media choices
• Install or run cached
• Automatically check for updates

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Signing ClickOnce Manifests

• Protect applications from tampering
• Use Authenticode signature
• Makecert.exe
• Also need a Software Publishing Certificate
• Certificate Authority
• Sign the application
• Test the signature

cert2spc yourkey.cer yourkey.spc
signcode -v ltpathgtyourkey.pvk -spc
ltpathgtyourkey.spc filename.exe
ckhtrust filename.exe
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Isolating ClickOnce Installations

• Store data only in user folders
• Document registry keys
• Designed to have minimal impact

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Windows Installer 4.0 and ClickOnce
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Agenda

• Installation requirements
• Installation options
• Installing to correct folder locations 
• Installing Windows resources
• Creating custom actions
• Supporting command-line installation
• Following component rules
• Installation test cases

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Installing to Correct Folder Locations

• Applications installed to Program Files or
  AppData
• User data written at first run
• Users given location flexibility
• Managing shared components
• New folder hierarchy

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User Profile Namespace
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Agenda

• Installation requirements
• Installation options
• Installing to correct folder locations 
• Installing Windows resources
• Creating custom actions
• Supporting command-line installation
• Following component rules
• Installation test cases

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Installing Windows Resources

• Applications must not install WRP files
• Update using Microsoft Service Pack
• Never repackage system components

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Agenda

• Installation requirements
• Installation options
• Installing to correct folder locations 
• Installing Windows resources
• Creating custom actions
• Supporting command-line installation
• Following component rules
• Installation test cases

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Creating Custom Actions

• Document behavior
• No nested install
• Do not add columns to standard tables
• Cannot call gacutil
• Record outcome in log
• Do not prefix tables or properties with msi
• Actions changing system state written as a
  deferred and rollback pair

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Agenda

• Installation requirements
• Installation options
• Installing to correct folder locations 
• Installing Windows resources
• Creating custom actions
• Supporting command-line installation
• Following component rules
• Installation test cases

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Supporting Command-Line Installation

• Enable deployment by SMS
• Successfully install in quiet mode
• Document command-line options

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Agenda

• Installation requirements
• Installation options
• Installing to correct folder locations 
• Installing Windows resources
• Creating custom actions
• Supporting command-line installation
• Following component rules
• Installation test cases

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Following Component Rules

• Installing or removing one application should not
  harm another
• Enable Windows Installer to remove application
  correctly
• At most one COM server per component
• At most one target for Start menu or desktop
  shortcut
• ComponentId field not null

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Agenda

• Installation requirements
• Installation options
• Installing to correct folder locations 
• Installing Windows resources
• Creating custom actions
• Supporting command-line installation
• Following component rules
• Installation test cases

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Installation Test Cases (1)

• Verify application installer uses Windows
  Installer
• Verify applications MSI installer does not
  receive any errors from the Internal Consistency
  Evaluators
• Verify applications installer contains an
  embedded manifest
• Verify application launches with installed user
  token
• Verify application installs to the correct
  folders by default

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Installation Test Cases (2)

• Verify ClickOnce application is signed with a
  valid Authenticode certificate
• Verify ClickOnce application stores data only in
  installed users folders
• Verify Windows Installer package contains
  ProductName, Manufacturer, ProductVersion (major
  and minor), UpgradeCode, ProductCode, and
  ProductLanguage property tags and that they are
  not null

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Installation Test Cases (3)

• Verify application does not try to write to or
  replace any WRP registry keys or files
• Verify the application does not use nested
  install custom actions
• Verify the application does not add custom
  columns to the Windows Installer standard tables
  and that any custom tables or properties are not
  prefixed with msi

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Installation Test Cases (4)

• Verify the application rolls back the install and
  restores machine to previous state
• Verify the application does not force a restart
  during install
• Verify the application properly handles files in
  use during install
• Verify the application can be installed quietly
  from the command line

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Installation Test Cases (5)

• Verify the applications Windows Installer
  ComponentID table does not contain null values
• Verify the applications Windows Installer
  package does not contain more than one COM server
  for each component
• Verify the applications Windows Installer
  package does not contain more than one shortcut
  for each component

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Summary

• Installation requirements
• Installation options
• Installing to correct folder locations 
• Installing Windows resources
• Creating custom actions
• Supporting command line installation
• Following component rules
• Installation test cases

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Additional Resources

• ClickOncehttp//msdn.microsoft.com/netframework/
  windowsforms/learning/features/clickonce/
• Windows Installer 4.0 Bloghttp//blogs.msdn.com/
  windows_installer_team/archive/2005/11/03/488945.
  aspx
• Restart Managerhttp//msdn.microsoft.com/windowsv
  ista/prodinfo/what/reliability/default.aspx