Symantec WISE PACKAGE STUDIO 8.0 - GETTING STARTED GUIDE V1.0 Getting Started Manual

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  • Page 1 Wise Package Studio Getting Started Guide...
  • Page 2 Copyright © 2009 Symantec Corporation. All rights reserved. Symantec, the Symantec Logo, and Altiris are trademarks or registered trademarks of Symantec Corporation or its affiliates in the U.S. and other countries. Other names may be trademarks of their respective owners.
  • Page 3: Technical Support

    The Technical Support group also creates content for our online Knowledge Base. The Technical Support group works collaboratively with the other functional areas within Symantec to answer your questions in a timely fashion. For example, the Technical Support group works with Product Engineering and Symantec Security Response to provide alerting services and virus definition updates.
  • Page 4 Licensing and registration If your Symantec product requires registration or a license key, access our technical support Web page at the following URL: www.symantec.com/techsupp/ Customer service Customer service information is available at the following URL: www.symantec.com/techsupp/ Customer Service is available to assist with the following types of issues:...
  • Page 5 Consulting Symantec Consulting Services provide on-site technical Services expertise from Symantec and its trusted partners. Symantec Consulting Services offer a variety of prepackaged and customizable options that include assessment, design, implementation, monitoring, and management capabilities. Each is focused on establishing and maintaining the integrity and availability of your IT resources.
  • Page 6: Table Of Contents

    Contents Technical Support ............3 Chapter 1: Planning the Installation of Wise Package Studio .
  • Page 7 Setting the Wise Service Account ..........53 Connecting to an External Workbench Database.
  • Page 8: Chapter 1: Planning The Installation Of Wise Package Studio

    Chapter 1 Planning the Installation of Wise Package Studio This chapter includes the following topics: System Requirements on page 8 Before You Install Wise Package Studio on page 12 Choosing the Location for the Share Point Directory on page 13 Configuration Best Practices on page 14 Authentication Best Practices...
  • Page 9: Requirements For Wise Package Studio Server

    Planning the Installation of Wise Package Studio Requirements for Wise Package Studio Server Wise Package Studio Professional or Enterprise Management Server Computer/processor Pentium IV-class processor Minimum: 1 GHz Recommended: 2 GHz Optimal: 4 GHz Operating system Minimum: Windows Server 2000 Recommended: Windows Server 2003 or Windows Server 2008 Also supported: Windows XP Professional...
  • Page 10: Requirements For Wise Package Studio Web Applications

    Planning the Installation of Wise Package Studio Operating system Minimum: Windows 2000 SP4 Recommended: Windows XP Professional SP2 or later Also supported: Windows Vista, Windows 2003, Windows 2008, Windows 7 Note SetupCapture cannot be run on unsupported operating systems. To capture on those operating systems, use Wise Web Capture, which is described in the Wise Package Studio Help.
  • Page 11: Configuring A 64-Bit Computer For The Wise Package Studio Web Applications

    Planning the Installation of Wise Package Studio Microsoft Internet Minimum: 5.0 Information Server Recommended: 5.1 to 7.5 (IIS) On a computer running a 64-bit operating system, you must configure IIS so that it is 32-bit enabled. ASP.NET 2.0 (32-bit) must also be registered with IIS. Configuring a 64-bit computer for the Wise Package Studio Web Applications page 11.
  • Page 12: Requirements For .Net Framework

    Planning the Installation of Wise Package Studio Requirements for .NET Framework The .NET Framework is required for advanced .NET support in Windows Installer Editor. The .NET Framework requires Microsoft® Internet Explorer 5.01 or later and one of the operating systems supported by Wise Package Studio. Version 1.1 of the .NET Framework is required by the Wise Web Capture tool.
  • Page 13: Choosing The Location For The Share Point Directory

    Planning the Installation of Wise Package Studio If you plan to use SQL Server authentication, you must configure the target database server to support SQL authentication before you set up any Wise Package Studio databases. If you are performing a client installation, obtain the following information about the server installation that the client will connect to.
  • Page 14: Configuration Best Practices

    Planning the Installation of Wise Package Studio During a client installation, a new share point directory is not created. Instead, you must specify the share point directory that was configured during the server installation. During creation of a new Wise Software Repository, the share point directory is created and shared by the Wise Repository Manager.
  • Page 15: Dedicated Servers Configuration

    Planning the Installation of Wise Package Studio Dedicated Servers Configuration Professional Edition only. Recommended environment: Medium to large packaging teams in multiple locations. Large number of users connecting at one time. Teams using Preflight Deployment (requires the Quality Assurance module). Locate the Web Server as close as possible to the end user desktops on which preflight packages will be run.
  • Page 16: Dedicated Sql Server Configuration

    Planning the Installation of Wise Package Studio Dedicated SQL Server Configuration Professional Edition only. Recommended environment: Medium to large packaging teams in a single location. Teams not using Preflight Deployment. Locate the Web server as close as possible to the clients. Package Studio/Web Server SQL Server Clients...
  • Page 17: Single Server Configuration

    Planning the Installation of Wise Package Studio Single Server Configuration Professional Edition only. Small Team Recommended environment: Single, small team (one to five packagers). Managing 500 or fewer applications. Team not using Preflight Deployment. Package Studio/Web/SQL Server Clients Computer What to Install Dedicated Server Wise Package Studio server Share point directory...
  • Page 18: Additional Wise Package Studio Configurations

    Planning the Installation of Wise Package Studio Single User Recommended environment: Single user with no expected growth. This configuration is not scalable. Package Studio/Web/SQL Server Computer What to Install Dedicated Server Wise Package Studio server Share point directory SQL Server or SQL Server Express Wise Package Studio databases ASP.NET ISAPI extensions...
  • Page 19 Planning the Installation of Wise Package Studio Team 1 subscribes to Team 2’s Software Manager database Team 2 subscribes to Team 1’s Software Manager database Team 1 Server Team 2 Server Team 1 Clients Team 2 Clients Note For ease of illustration, the single server configuration is shown. This concept also works with the other recommended Wise Package Studio configurations.
  • Page 20: Upgrading An Unsupported Wise Package Studio Configuration

    Planning the Installation of Wise Package Studio Note For ease of illustration, the single server configuration is shown. This concept also works with the other recommended Wise Package Studio configurations. Multiple Software Manager Databases You might want to use multiple Software Manager databases in these instances: If you import a large number of applications for a large organization, you can use multiple databases to reduce the database size.
  • Page 21: Authentication Best Practices

    Planning the Installation of Wise Package Studio Install Wise Package Studio server on the computer that contains the share point directory. The server installation does not use up a license unless someone actually uses Wise Package Studio on that computer. On each client computer, access the Workbench Preferences dialog box >...
  • Page 22: Product Documentation

    Planning the Installation of Wise Package Studio You can use either SQL Server or Windows NT authentication. Environment Authentication Method Client users have local NT SQL Server only accounts. (recommended). Client users have a domain Windows NT or SQL Server. account on the SQL server, and have read and write permissions.
  • Page 23 The product release notes cover new features, enhancements, bug fixes, and known issues for the current version of this product. To access the release notes, select Release Notes from the Symantec program group on the Windows Start menu. Windows Installer SDK Help (Windows Installer Editor only) You can get technical details about Windows Installer from its own help system, which is written by Microsoft for a developer audience.
  • Page 24: Chapter 2: Installing Wise Package Studio

    Chapter 2 Installing Wise Package Studio This chapter includes the following topics: Installation Options on page 24 Upgrading Wise Package Studio on page 36 Starting Wise Package Studio on page 37 Converting an Evaluation Version to a Production Version on page 39 Installation Options Wise Package Studio is comprised of several software components.
  • Page 25: Installing The Standard Edition

    Installing Wise Package Studio Client The client installation uses the share point directory and Wise Package Studio databases that are installed on the server. In a client installation, you can install the Wise Package Studio program files on the client computer, or install shortcuts and support files that connect to the Wise Package Studio program files that are installed on the server.
  • Page 26 Wise Package Studio .MSI file is extracted to \Program Files\Symantec\Setup Files\Wise Package Studio. The Software Virtualization Agent .MSI file is extracted to \Program Files\Symantec\Setup Files\Software Virtualization Solution. Do not delete these files because they are needed for future repairs.
  • Page 27: Installing The Professional Edition, Server

    Wise Package Studio .MSI file is extracted to \Program Files\Symantec\Setup Files\Wise Package Studio. The Software Virtualization Agent .MSI file is extracted to \Program Files\Symantec\Setup Files\Software Virtualization Solution. Do not delete these files because they are needed for future repairs.
  • Page 28 Installing Wise Package Studio Serial Number Enter a serial number for the Professional Edition. Also enter serial numbers for any additional modules that you might have purchased (Quality Assurance and Enterprise Management Server). Previous Serial Number If you are upgrading from a previous version of Wise Package Studio, enter the serial number for the previous version.
  • Page 29 Installing Wise Package Studio Setting the Wise Service Account on page 53. Web Applications page Availability of the following options depends on the serial numbers you entered, whether IIS is installed, and whether the requirements for Web applications have been met. Destination Directory Specify where to install files for Wise Package Studio Web applications.
  • Page 30: About The Wise Package Studio Client Installation

    Installing Wise Package Studio About the Wise Package Studio Client Installation Not available in Standard Edition. In a client-server configuration, you perform a Wise Package Studio server installation on one computer that is designated the Wise Package Studio server, and then you perform a Wise Package Studio client installation on multiple client computers.
  • Page 31 Wise Package Studio .MSI file is extracted to \Program Files\Symantec\Setup Files\Wise Package Studio. The Software Virtualization Agent .MSI file is extracted to \Program Files\Symantec\Setup Files\Software Virtualization Solution. Do not delete these files because they are needed for future repairs.
  • Page 32: Installing Wise Package Studio Client Silently

    Installing Wise Package Studio Select Installation Type dialog box Mark Client. Wise Package Studio Client Selection dialog box Local Client Installs a fully functional version of Wise Package Studio on the client computer and connects to the Wise Software Repository on the server. Network Client Installs shortcuts and support files that connect to a server installation of Wise Package Studio.
  • Page 33 Obtain the registration key for the Software Virtualization Agent from your server installation of Wise Package Studio. On the server, select Start > Settings > Control Panel > Symantec SVS. The registration key appears on the About tab of the Symantec SVS applet.
  • Page 34: Installing Web Applications

    Installing Wise Package Studio Use the following command line when the Software Virtualization Agent is not already installed on the client computer. msiexec.exe /qn /i "PATH to Software_Virtualization_Agent.msi" PRODUCT_KEY=registration key Warning If you use the above command line on a computer that has the Software Virtualization Agent installed, it will uninstall the existing agent and delete all layers.
  • Page 35 Installing Wise Package Studio Options for Installing Web Applications When will you Where will you How to install the install the Web install the Web Web applications applications? application? During the initial On the Wise Package Installing the installation Studio server (this Professional Edition, configuration is Server...
  • Page 36: Upgrading Wise Package Studio

    Installing Wise Package Studio On the Web Applications dialog box, mark the check boxes for the Web applications you are installing. Complete the installation. To install Web applications from Add/Remove Programs When you install a Web application on a computer that already contains Wise Package Studio programs or a Wise Package Studio Web application, use Add/Remove Programs.
  • Page 37: Starting Wise Package Studio

    Installing Wise Package Studio Starting Wise Package Studio Select Start menu > Programs > Symantec > Wise Package Studio > Wise Package Studio. If the Wise Package Studio Logon dialog box appears, log on as instructed by your Wise Package Studio administrator. (Not available in Standard Edition.) Wise Package Studio Logon Options.
  • Page 38 Installing Wise Package Studio Types of Wise Package Studio logon accounts Logon account Usage Requirements Workbench This account is defined when you are None. account assigned a Wise Package Studio license. Use it when: You do not have an Enterprise Management Server license.
  • Page 39: Converting An Evaluation Version To A Production Version

    Installing Wise Package Studio Option Workbench account entries Current NT account Windows NT account entries entries Password (Enterprise Management Server Leave this box blank. Type your password for only) Type your password from the Windows NT domain. Security Setup. Use Security From Click (Workbench Database).
  • Page 40 Installing Wise Package Studio Wise Package Studio Getting Started Guide...
  • Page 41: Chapter 3: Managing The Wise Software Repository

    Chapter 3 Managing the Wise Software Repository This chapter includes the following topics: About the Wise Repository Manager on page 41 About the Wise Software Repository on page 41 Starting the Wise Repository Manager on page 43 The Wise Repository Manager Interface on page 43 Configuring the Wise Software Repository on page 45...
  • Page 42: Managing The Wise Software Repository

    Managing the Wise Software Repository repository provides a centralized point for managing software packages at any stage of deployment. The Wise Software Repository consists of: Share point directory Contains shared Wise Package Studio files and shared resources that are used to create Windows Installer installations.
  • Page 43: Starting The Wise Repository Manager

    Wise Package Studio was installed. To start the Wise Repository Manager: After Wise Package Studio is installed, select Start menu > Programs > Symantec > Wise Package Studio > Wise Repository Manager. If the Wise Software Repository has not been configured, the Create New Repository wizard starts.
  • Page 44 Managing the Wise Software Repository Wise Repository Manager left pane Database needs to be updated The left pane contains a tree structure that represents: The databases that comprise the Wise Software Repository. If the repository contains multiple Software Manager databases, the default is displayed in bold type. Note The Subscriptions subfolder displays any databases that are subscribed to from the selected Software Manager database.
  • Page 45: Configuring The Wise Software Repository

    The location of the various Wise Package Studio databases. The authentication method for each database. To configure the Wise Software Repository On the Windows Start menu, click Programs > Symantec > Wise Package Studio > Wise Repository Manager. Wise Package Studio Getting Started Guide...
  • Page 46: Upgrading The Wise Package Studio Databases

    To upgrade the Wise Package Studio databases On the Windows Start menu, click Programs > Symantec > Wise Package Studio > Wise Repository Manager. In the Wise Repository Manager, do one of the following:...
  • Page 47: Registering A Database

    Manager database. Therefore, the other Software Manager databases are not registered. To register a database On the Windows Start menu, click Programs > Symantec > Wise Package Studio > Wise Repository Manager. In the Wise Repository Manager, in the left pane, click the Software Manager icon.
  • Page 48: Creating Software Manager Databases

    Managing the Wise Software Repository To change database settings On the Windows Start menu, click Programs > Symantec > Wise Package Studio > Wise Repository Manager. In the Wise Repository Manager, in the left pane, click a database name (in bold type).
  • Page 49: Creating A New Repository

    Package Studio clients that connect to this server. To create a new repository On the Windows Start menu, click Programs > Symantec > Wise Package Studio > Wise Repository Manager. In the Wise Repository Manager, on the File menu, click New.
  • Page 50: Repository Configuration Dialog Boxes

    Managing the Wise Software Repository On the Wise Share Point Directory dialog box, specify the share point that is associated with the repository you are opening and click Next. If the repository associated with that share point is at the current version, it opens in the left pane.
  • Page 51 Managing the Wise Software Repository Database Identification dialog box When you create a new repository, this dialog box appears for each database that you are defining. When you change a database’s settings or add a Software Manager database, this dialog box appears for that specific database only. Database Name Specify the database name to create or connect to.
  • Page 52: Choosing A Revision Control System

    Choose which system to use in the Wise Repository Manager. To choose a revision control system On the Windows Start menu, click Programs > Symantec > Wise Package Studio > Wise Repository Manager. In the Wise Repository Manager, in the left pane, click the Revision Control System icon.
  • Page 53: Setting The Wise Service Account

    Wise Repository Manager. To update the user account password On the Windows Start menu, click Programs > Symantec > Wise Package Studio > Wise Repository Manager. In the Wise Repository Manager, in the left pane, click the Wise Service icon.
  • Page 54: Connecting To An External Workbench Database

    To connect to an external database On the Windows Start menu, click Programs > Symantec > Wise Package Studio > Wise Repository Manager. In the Wise Repository Manager, in the left pane, click the External Repository icon.
  • Page 55: Chapter 4: Tutorial

    Chapter 4 Tutorial This chapter includes the following topics: About This Tutorial on page 55 Before You Start on page 56 Import a Sample Package into Software Manager on page 56 Create a New Project on page 58 Create the Package with SetupCapture on page 59 Edit the Package in Windows Installer Editor on page 63...
  • Page 56: Before You Start

    Software Manager database. To import a sample package into Software Manager Select Start menu > Programs > Symantec > Wise Package Studio > Wise Package Studio. The Wise Package Studio Logon dialog box appears.
  • Page 57 Tutorial Software Manager opens. Select Packages menu > Import. The Import Type page appears. Mark Import a single file into the Software Manager database and complete the page: File Browse to the Tutorial subdirectory under the Wise Package Studio directory and open Sample Conflict.msi.
  • Page 58: Create A New Project

    Project Name Enter: QuickFacts Project Directory Leave the default. Status Leave the default of Open. Product Vendor Select Symantec. Application Name Enter: QuickFacts Package Name Enter: QuickFacts version 3.0 File Name If a default file name does not appear, type QuickFacts Vendor Package Do not type in this field.
  • Page 59: Create The Package With Setupcapture

    Tutorial Process Select Repackage for Windows Installer. The Repackage for Windows Installer process contains the tasks for repackaging an installation into a Windows Installer package. On the Project Setup dialog box, click Close. If the Projects tab is not displayed in the left pane of Wise Package Studio, click it. From Active Project, select QuickFacts.
  • Page 60 Tutorial Note Normally, you perform SetupCapture on a clean machine, which represents the base computer for your organization, and you restart during the capture. However, in this tutorial, the installation you are capturing does not require a clean machine or a restart. To create the package with SetupCapture Close all applications other than Wise Package Studio.
  • Page 61 Tutorial If SetupCapture previously scanned your computer, the Initial Scan page appears. If SetupCapture did not previously scanned your computer, SetupCapture skips the Initial Scan page. 10. If the Initial Scan page appears, mark Rerun the initial scan and click Next. The Begin Installation Capture page appears.
  • Page 62 Tutorial Registry keys for file associations, which vary by operating system. The list should include registry keys with the following ValueNames: CaptionFontName FactsBkColorBlue FactsBkColorGreen FactsBkColorRed TitleFontSize TitleText Note When you become familiar with your particular operating system environment, you will more easily know what files and registry entries are extraneous to an application.
  • Page 63: Edit The Package In Windows Installer Editor

    Tutorial 22. If the Files in Repository dialog box appears, click OK. This saves the captured installation in Windows Installer format and copies the directory structure and source files of the installation to the Projects\QuickFacts subdirectory of your share point directory. This lets you create and edit your QuickFacts.msi package using relative paths, independent of the original installation.
  • Page 64 Tutorial Product Type (Read-only) Product Name QuickFacts Manufacturer Symantec. Version Default Directory Program Files\QuickFacts Package Path (Read-only) Product Code Leave the default. This is a unique code, called a GUID, that Windows Installer uses to identify the product. Target Platform (Read-only.)
  • Page 65 Tutorial Click OK on the Feature Details dialog box. In the Feature Details page group, click Files. The Files page appears and the files for the MainApp feature are displayed. To see the files for the Complete feature, select Complete from the Current Feature drop-down list at the top of the page.
  • Page 66: Validate The Package

    Tutorial Projects tab, the check box next to the Edit package task is marked to indicate that the task is complete. Next, you will validate the package you created. Validate the Package In this procedure, you validate the QuickFacts package, which is the first step in the Package Testing phase.
  • Page 67 Tutorial Test the Package With Test Expert on page 68. In this procedure, you test the QuickFacts package. The Test package task installs the QuickFacts application on your computer. Then you perform tests to verify that the application works as expected. Normally, a package would require more thorough testing.
  • Page 68: Test The Package With Test Expert

    Tutorial Test the Package With Test Expert Quality Assurance module only. If you don’t have the Quality Assurance module, skip this section and test the package without Test Expert. Test the Package Without Test Expert on page 66. In this procedure, you perform integration and acceptance testing of the QuickFacts package.
  • Page 69 Tutorial The Verify Installation page appears in the right pane. This test case ensures that the installation runs without errors by installing the QuickFacts package you created during SetupCapture. Click Install on the toolbar at the top of the window. Then, in the Welcome page, click Cancel to skip the Machine Capture.
  • Page 70: Distribute The Package

    Tutorial On the All Test Items tab, all files except License.txt should display the Passed status. Because the License.txt file is not accessed during normal application execution, it has a Pending status. The test items should look like this: 15. To set the status of the License.txt file to Passed, double-click the License.txt file on the All Test Items tab.
  • Page 71: Import The Package Into Software Manager

    Tutorial To distribute the package Make sure you are in Wise Package Studio with the Projects tab selected and QuickFacts selected in the Active Project drop-down list. Click the Run link next to the Distribute to share point directory task. A dialog box appears briefly and the package is copied to the share point directory.
  • Page 72 Tutorial To resolve conflicts with ConflictManager Make sure you are in Wise Package Studio with the Projects tab selected and QuickFacts selected in the Active Project drop-down list. Click the Run link next to the Resolve conflicts task, which starts ConflictManager. If the Detect Conflicts dialog box appears, click Cancel.
  • Page 73: Make The Package Available

    Tutorial Click OK. The conflict filter is globally set to show only errors in the Conflict List pane. 12. Select Packages menu > Export and Recompile. The Export Changed Packages and Recompile dialog box appears, listing the QuickFacts package. 13. Mark the check box for the QuickFacts package. Also, mark Compile the packages after export and click OK.
  • Page 74: Distribute The Package

    Tutorial Distribute the Package In this procedure, you distribute the QuickFacts package to a location that can be accessed by end users. Normally, this would be a shared network drive or a distribution system. In this tutorial, you distribute it to your local drive. The Distribute package task runs Package Distribution.
  • Page 75 Tutorial To remove tutorial packages from Software Manager In Wise Package Studio, click the Tools tab. At the top of the Tools tab, double-click Software Manager. Software Manager opens. Select Packages menu > Delete. The Delete Package dialog box appears. Select both the Sample Conflict and QuickFacts packages.
  • Page 76: Index

    Index Symbols database, Wise Software Repository installation directory See Software Manager database See destination directory .NET Framework database, Workbench requirements 12 See Workbench database launch Wise Package Studio 37 destination directory hidden 12 launch Wise Repository Manager 43 Altiris Software Virtualization Agent Professional Edition, client 32 license silent installation 33...
  • Page 77 Package Distribution 70, 74 about 24 log 47 default repository 49 Wise Software Repository 46 Package Validation 66 installing 27 user account, Wise service Preflight Data Analysis share point directory 50 changing 53 See Preflight Web applications settings, database 47 setting 28 Preflight Data Collector SetupCapture 59...
  • Page 78 defined 42 external 54 global 54 multiples 54 Wise Package Studio Getting Started Guide...

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