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Te l:01908 573758

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www.ge tr onics.com

Installation Manual

Wise Package Studio v5.16

Infrastructure Integration
IN FAVOUR OF: Getronics Nederland BV

CONTACT: Stefan Strzelczyk

DOCUMENT NAME: 25478866.doc

VERSION: 1.0

STATUS: Final

AUTHOR(S): Stefan Strzelczyk

Statutory Seat Amsterdam

Trade Register 34115845


Table of Contents

Management Summary
This manual describes the installation method for the Wise Package Studio v5.6 environment,
so that all installations are conducted in the same way, for all customers.

Included in this manual are the system requirements for the environment, the installation of
the SQL Server, the Wise Package Studio Server, Wise Package Studio on packaging machine
and the Wise Package Studio Client. Finally the configuration of the package environment it
described.

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Table of Contents

Version- and Distribution Page

Version

After this document has reached the “final” status (as of version 1.0), this paragraph will list
the changes as compared to previous versions.

Small changes, for example; typographic errors and small textual changes, are not listed
individually; they will be compiled under “Textual changes and corrections”.

New final versions of a document do not necessarily include all additions of previous final
versions.

Version Date Author(s) Changes


1.0 June, 06 2005 P. O’ Connor
1.1 Sept, 29 2005 P. O’ Connor

Last checked by Date

Distribution

Amount Receivers Location

All rights reserved.

Contents of this publication may not be duplicated and/or made public in any way nor by any
medium including; printing, photocopying and microfilm or otherwise, without the prior written
permission of Getronics Centric MK.

This injunction also applies to all future adaptation of the publication in full and/or part.

Duplication and distribution of this document is permitted by Getronics Centric MK, explicitly
for internal use by the principal.

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Table of Contents

Table of Contents
Management Summary................................................................................................2

Version- and Distribution Page......................................................................................3


Version 3
Distribution 3

Table of Contents........................................................................................................4

1 System Requirements.................................................................................................5
1.1 Before the installation starts.....................................................................................5
1.2 Hardware...............................................................................................................5
1.2.1 Harddisk Space SQL Databases..............................................................................5
1.2.2 Harddisk Space Wise Share Point...........................................................................5
1.2.3 Memory...............................................................................................................6
1.3 Software 7
1.3.1 SQL Server..........................................................................................................7
1.3.2 Operating System.................................................................................................7

2 Installing SQL Server Client Tools................................................................................8

3 Installation of Wise Package Studio v5.6 on Packaging Machine.....................................14


3.1 Wise Package Studio v5.6.......................................................................................14
3.2 Merge Modules.....................................................................................................24

4 Wise Package Studio v5.6 Client...............................................................................25


4.1 Requirements.......................................................................................................25
4.2 Installing the Client...............................................................................................25

5 Configuration Wise Package Studio v5.6.....................................................................33


5.1 Initial Workbench Setup.........................................................................................33
6.1.2 Define SetupCapture Standards............................................................................34
5.2 Configuration Tools Tab..........................................................................................41
5.3 Preferences..........................................................................................................44
5.4 Process Templates Setup........................................................................................46
5.5 Project Setup........................................................................................................56
A 1.1 Modifying the System DSN..................................................................................58
A 1.1 Modifying the System DSN..................................................................................58
A 1.2 Registry Setup...................................................................................................61
A 1.2 Registry Setup...................................................................................................61

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1 System Requirements
For the installation of Wise Package Studio there are several specific requirements. Some of
these requirements depend on the amount of applications that need to be repackaged.

1.1 Before the installation starts


Before the installation of Wise Package Studio can start, the following things must be already
done:

• There is a server with enough harddisk space for Wise Package Studio;
• There is a server with enough internal memory for Wise Package Studio;
• The Operating System is already installed on the Wise Package Studio server;
• All license codes for Wise Package Studio v5.1 are available.
• A complete packaging environment is installed, with:
o Domain controllers;
o An image for the clients;
o All applicable policies;
o File- and/or printservers;
o A server with the distribution tool installed;

1.2 Hardware

1.2.1 Harddisk Space SQL Databases

The application depends on a SQL Server that is installed. This installation can reside on the
Wise Package Studio server, or it is possible to reside the databases on a server that already
has SQL Server installed. In the database, 2 to 4 MB of storage per each application is
sufficient. Only string information, such as registry keys and values, and file names are stored
in the database. This would need to be multiplied by the number of expected applications.

For Example, if there were 500 applications, a 2 GB drive would actually be sufficient for SQL.

1.2.2 Harddisk Space Wise Share Point

Depending on the size of each application, it is possible that some will require approx 1/2 GB,
for such large applications as MS-Office, MS-Visio, Visual Studio editions, Oracle, and so on.
Some applications will require 10 or 20 MB, such as WinZip or Adobe Reader. Assume an
image of the manufacturer’s distribution method (such as CD) will be duplicated on the
sharepoint’s drive plus the .MSI file that will be created from repackaging.

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If the installation source is also copied to the sharepoint directory this increases the size
needed.

1.2.3 Memory

Wise Package Studio doesn’t need that much memory to run, but the SQL Server and
databases do. As much as 1,5 GB of memory can be in use by the SQL Server.

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1.3 Software

1.3.1 SQL Server

The data that needs to be stored in databases can be stored in:

• SQL Server;
• MS Access Database.

Because there is al lot of data imported in the databases, it is strongly recommended to use
SQL Server, instead of the Microsoft Data Engine (MSDE) or MS Access.

The versions that can be used are:

• SQL Server 2000 Personal Edition;


• SQL Server 2000 Enterprise Edition;
• And later versions.

1.3.2 Operating System

Because SQL Server is strongly recommended, the operating system must be one from the
server platform. SQL Server will not install on the following Operating Systems:

• MS Windows XP;
• MS Windows 2000 Professional;
• MS Windows 9x.

SQL Server can be installed on the following Operating Systems:

• MS Windows 2003 Server Standard Edition;


• MS Windows 2003 Server Enterprise Edition;
• MS Windows 2000 Server;
• MS Windows 2000 Advanced Server.

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2 Installing SQL Server Client Tools


In order to be able to access the SQL server using the Software Manager within Wise we
require the SQL Client Tools to be installed locally.

So run the SQL Client Tools executable and follow the procedure outlined below.

1 The following screen


appears.

Select “SQL Server


2000 Components”.

2 Select “Install Database


Server”.

3 The following error


occurs.

Click on “Ok”.

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4 Click on “Next”.

5 Click on “Next”.

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6 Click on “Next”.

7 Fill in for “Name” and


“Company” the value
“Alliance & Leicester
Group”.

Click on “Next”.

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8 To accept the Software


License Agreement click
on “Yes”.

9 Select “Client Tools


Only”.

Click on “Next”.

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10 Leave as “Default” and


click on “Next”.

11 Click on “Next”.

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12 Click on “Finish”.

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3 Installation of Wise Package Studio v5.6 on


Packaging Machine
Here the installation of Wise Package Studio is described on your local packaging machine, be
sure to use the .MSI based installation of Wise Package Studio and not the .EXE based
installation.

3.1 Wise Package Studio v5.6


The .MSI based installation can be found on the S:\Utils Run the Installation .MSI and follow
the procedure explained below.

Wise Support Site: http://support.wise.com

1 After starting the .MSI


based installation, the
following screen
appears.

Click on “Next”.

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2 Fill in “Alliance &


Leicester Group” at “Full
Name” and
“Organization”, and
remove the marks in
front of “Install
Evaluation Version” and
“Register on the
Internet”.

At this time two serial


numbers must be
entered, click on “Add”.

3 The serial number that


has to be filled in is the
“Wise Package Studio 5
Bundle” serial number.

Fill in the number and


click on “Add”.

4 When all information is


entered, click on “Next”.

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5 Select “I accept the


license agreement” and
click on “Next”.

6 Select “Complete” and


click on “Next”.

This option is selected,


because the server part
is installed and not the
part for the client.

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7 Select “Browse” to
change the directory of
the Share Point
Directory.

8 Move the directory to a


place where there is
enough space for the
Wise Share Point.

Example:

“D:\Wise Share Point\”.

Click on “OK”.

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9 When the correct


directory is selected,
click on “Next”.

10 Leave the default


directory for Wise
Package Studio and
click on “Next”.

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11 Click “Next” to start


installing the
application.

12 Wise Package Studio is


being installed.

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13 At this point the


selection for using a
Microsoft Access or
Microsoft SQL Server
Database must be
made.

Select “Microsoft
Access”

Click on “Next”.

14 Click “Microsoft SQL


Server or Microsoft Data
Engine (MSDE)”

Server: ‘<Not yet


known>
eg.DBGTNSVR01’

Click on “Next”.

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15 Choose “SQL server


Authentication”

Logon ID: sa

Click “SQL Server


authentication using a
logon ID and password
supplied by the user ”

Click “Next”

16 Add a user name and


password and shown.

Click “Next”

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15 Leave as default
“Unchecked”

Click “Next”

16 The configuration of
Wise Package Studio is
taking place.

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17 Click “Finish” to finalize


the installation.

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3.2 Merge Modules


DB Standards states that merge modules are not to be used for packaging.

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4 Wise Package Studio v5.6 Client


Because Wise Package Studio is used in a Client-Server environment a separate installation of
the Client must be installed on the test machine. This installation is an option from the .MSI
that is used to install Wise Package Studio on the packaging machine.

4.1 Requirements
The test machine must be a clean build, just the basic XP SP2. This will give the best results
when carrying out remote setup captures and is less likely of picking up unwanted system
components.

As we have wise already installed on SQL server we can map back to the two required shares.

• Wise Package Studio \\200.200.200.??\C$\Program Files\Wise Package Studio\


• Wise Share Point \\200.200.200.??\D$\Wise Share Point\

Where ?? equals the last to digits of your packaging machine IP address.

4.2 Installing the Client


On the test machine run the wise Installation .MSI and follow the install procedure outlined
below.

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1 After starting the .MSI


based installation, the
following screen
appears.

Click on “Next”.

2 Fill in “Alliance &


Leicester Group” at “Full
Name” and
“Organization”, and
remove the marks in
front of “Install
Evaluation Version” and
“Register on the
Internet”.

At this time two serial


numbers must be
entered, click on “Add”.

3 The serial number that


has to be filled in is the
“Wise Package Studio
5.6” serial number.

Fill in the number and


click on “Add”.

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4 When information is
entered, click on “Next”.

5 Select “I accept the


license agreement” and
click on “Next”.

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6 Select “Complete” and


click on “Next”.

7 Leave as default:

“Full Client” and click


‘Next’

Note: “Minimal Client”


should be used if
capturing applications
such as Crystal Reports.

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8 Click ‘Browse’ and enter


the unc path back to the
packaging machine.

\\200.200.200.??\D$\Wi
se Share Point\

9 Click “Next”

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10 Click ‘Browse’ and enter


the unc path back to the
packaging machine.

\\200.200.200.??\C$\Pr
ogram Files\Wise
Package Studio\

11 Click “Next”

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12 Click “Next”

13 Wise Package Studio


Client 5.6 is being
installed.

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14 Click “Finish”

Client is now installed


on test machine.

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5 Configuration Wise Package Studio v5.6


It is also important to configure Wise Package Studio, this configuration must be done from a
workstation.

5.1 Initial Workbench Setup


Start Wise Package
Studio and go to the
“Projects” tab. There
are the steps
mentioned, that are
required, to configure
Wise Package Studio.

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6.1.2 Define SetupCapture Standards

1 At this time the


standard for a
SetupCapture are
defined.

Run the “SetupCapture


Configuration” tool.

Click on “Next”.

2 At this time the


standards for capturing
files and registry keys
should be changed.

Select the following


options:

• Allow root to be
watched during
capture;
• Capture non-
Microsoft ODBC
information;
• Generate Both
HTML and comma
delimited reports.

Note: “Capture
changes in hardware
registry entries” must
be selected for
application that require

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hardware.

Click on “Next”.
3 Select as directory to
watch “C:\” with all
subdirectories.

Click on “Next”.

7 It is very helpful to build


an exclusion list.
Specific files and
registry keys are left
out of the capture that
are definitely not part of
the SetupCapture.

Select “Automatically
build exclusion list
(Recommended)” and
click on “Next”.

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8 To start the Exclusion


Capture click on “Next”.

9 At this time all files and


registry keys are
scanned and selected
witch can be excluded.

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10 There are also several


applications that are
used when creating a
capture, start those
applications, such as:

• Notepad;
• Internet
Explorer;
• Microsoft Paint;
• Wordpad;
• A reboot from
the PC, for possible
hardware changes.

When the PC is
restarted this screen
appears again, and then
click on “Next”.

11 Now a list of files and


folders is displayed that
are excluded from the
SetupCapture. At this
time it is also possible
to add file and/or
folders to the exclusion
list.

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12 Now a list of registry


keys is displayed that
are excluded from the
SetupCapture. At this
time it is also possible
to add registry keys to
the exclusion list.

13 You can also select .INI


files that should be
excluded from the
Capture.

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14 At a later time it is
recommended to create
a Virtual OS file.

With this file you can do


a Virtual SetupCapture.

15 Click “Finish” to end the


SetupCapture
Configuration.

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Configuration Wise Package Studio v5.6

Customize Windows Installer Options

1 Open Windows Installer.

On the tool bar go to


‘Tools’ then ‘Options’

This screen should


appear.

Click ‘Installation
Expert’ option.

2 Tick the boxes as shown


opposite.

Then click ‘OK’

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3 Click on the Advertising


menu.

Uncheck the
“Automatically add Self-
registration” tick box.

From the drop down box


select

“Scan advertising
information into
advertising tables”

Then click “Ok”

5.2 Configuration Tools Tab


1 In the Tools tab there
are several tools that
we don’t use and can’t
use because there is no
IIS server installed.

Those tool should be


remove. Go to the edit
menu and select the
option “Tools”.

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2 The configuration screen


appears, with on the
right the specific
settings that can be
made for that specific
tool.

3 Select the tool


“Application GateWay”
and set a mark in front
of the option “Hide from
Tools tab in Workbench.

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4 Select the tool “Preflight


Analysis” and set a
mark in front of the
option “Hide from Tools
tab in Workbench”.

Click on “Close” to finish


the Tool setup.

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5.3 Preferences
There are also some preferences that should be set, go in the Edit menu to the option
“Preferences”.

1 The Preferences that


should be set on the
general tab are:

• Active Project
Filter;
• Check for
Updates;
• Run all tools in
Full Screen Mode;

• Create backup
copy during save.

2 After setting the values


it should look like the
screen on the right.

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3 In the Prompts tab are


the prompts displayed
that are suppressed.
Select all prompts and
click on “Activate” to
activate all prompts.

4 In the Repository tab


the Share Point should
be set to
\\<servername>\Wise
Share Point (it is
possible that the server
name is different on
your location).

Click on “OK’ to accept


the preferences.

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5.4 Process Templates Setup


The Process Template makes sure that everyone works like the same process, go in the Edit
menu to the option “Process Templates”.

1 Create a new Process


according to the
specified information.

With right clicking the


newly created task it is
possible to move to the
right (make a submenu
item).

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6 The servername
“WSP002” is probably
different on your
location.

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7 The servername
“WSP002” is probably
different on your
location.

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10

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11

12

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13

14

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15

16

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17

18

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19

20

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21

5.5 Project Setup


It is also very good to create a template that can be used for creating projects in Wise, go in
the Edit menu to the option “Project”.

1 There are two standard


projects in the Project
Setup. The “Initial
Workbench Setup” you
can’t and may not
delete! The “Sample
Project” you may
delete.

Create a new Project


and call it “_Default
Project Template”. The
_ makes sure that is
stays on top of the list
when you want to
create a new project.

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2 Look at the picture on


the right and use that
information to create
the “_Default Project
Template”.

3 A completely filled in
Project should look like
the one of Microsoft
Visio 2002.

This configuration
makes sure that
everything is generated
automatically and that
the application is
imported in the
ConflictManager under a
normal display
structure.

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A 1.1 Modifying the System DSN


1 Because the type of
authentication has
changed, the System
DSN has to be edited.

Select the Data Source


“Workbench Database”
and click on
“Configure…”.

2 Click on “Next”.

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3 Select the options “With


SQL Server
Authentication using a
login ID and password
entered by the user”
and “Connect to SQL
Server to obtain default
settings for the
additional configuration
options”.

As username and
password use the one
you just created.

Here it is “Wise User”.


Click on “Next”.
4 Select the option
“Change the default
database to” and select
from the pull down
menu the database
“Workbench Database”.

Click on “Next”.

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5 Leave all settings as


default and click on
“Finish”.

6 Click on “Test Data


Source” to test if the
connection functions.

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7 If the connection is
correctly configured the
message “Test
Completed
successfully”.

Click on “OK”.

A 1.2 Registry Setup


A registry has to be entered/modified into the registry to finalize the configuration.

The registry key “HKEY_Current_User\Software\Wise Solutions\Workbench\Recent File List”


contains a key with the default value “DSN=Workbench Database”.

Change this value into: “DSN=Workbench Database; UID=Wise User; PWD=

The UID should be “sa”, the default SQL Server user, or any other valid SQL Server user that
exists in the Workbench Database.

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