OpenAFS for Windows MSI Deployment Guide ---------------------------------------------------------------------- Contents 1. Introduction 1.1 Requirements 2. Configuration options 2.1 Configurable properties 2.2 Existing registry values 2.3 Replacing Configuration Files 2.4 Adding Domain Specific Registry Keys 2.5 Adding Site Specific Freelance Registry Keys 3. Additional resources 4. Upgrades 5. FAQ ---------------------------------------------------------------------- 1. Introduction Beginning with OpenAFS for Windows version 1.3.65 a MSI installer option is available for those who wish to use Windows Installer for installing OpenAFS and for organizations that wish to deploy OpenAFS through Group Policy. This document provides a guide for authoring transforms used to customize the MSI package for a particular organization. Although many settings can be deployed via transforms, in an Active Directory environment it is advisable to deploy registry settings and configuration files through group policy and/or startup scripts so that machines where OpenAFS for Windows is already installed will pick up these customizations. 1.1 Requirements The information in this document applies to MSI packages distributed with OpenAFS for Windows releases from 1.3.65 and onwards or MSI packages built from corresponding source releases. Not all releases support all the configuration options documented here. Authoring a "Windows Installer" transform requires additional software for editing the MSI database tables and generating the transform from the modified MSI package. ORCA.EXE and MSITRAN.EXE which are included in the Windows Platform SDK ("Windows Installer" SDK) can be used for this purpose. For reference, the schema for the MSI package is based on SCHEMA.MSI distributed with the Platform SDK. For general information about "Windows Installer", refer to : http://msdn.microsoft.com/library/en-us/msi/setup/windows_installer_start_page.asp For general information about authoring MSI transforms, refer to : http://msdn.microsoft.com/library/en-us/msi/setup/transforms.asp The remainder of this document assumes some familiarity with authoring transforms. While the MSDN documentation for Windows Installer is a bit dense, it is recommended that you read through the guide on MSI transforms found at the second link above. Also MSDN includes a step-by-step example for creating a transform at: http://msdn.microsoft.com/library/en-us/msi/setup/a_customization_transform_example.asp 1.2 Authoring a Transform Transforms describe a set of modifications to be performed on an existing MSI for the purpose of customizing it. This is ordinarily done by making a copy of the MSI to be customized, modifying the copy and then using the old and the new MSI to generate a transform. E.g: > copy openafs.msi openafs-modified.msi (edit the openafs-modified.msi to include the necessary changes) > msitran -g openafs-modified.msi openafs.msi openafs-transform.mst (generates openafs-transform.mst, which is the transform) Transforms have an extension of .mst. 'msitran' is a tool distributed as part of the "Windows Installer" SDK (which in turn is a part of the Windows Platform SDK). You can test a transform by : > copy openafs.msi openafs-test.msi > msitran -a openafs-transform.mst openafs-test.msi and then checking the resulting openafs-test.msi to see if all the changes you have made above to openafs-modified.msi is present in openafs-test.msi. 'msitran' will complain if some modification in the transform can not be successfully applied. As mentioned above, you can use a tool like ORCA.EXE to edit the MSI databases directly when editing openafs-modified.msi. More details are given below. ---------------------------------------------------------------------- 2. Configuration Options The logic necessary to implement many of the settings described in the registry.txt file are present in the MSI. Most of these can be controlled by setting the corresponding properties to the desired value. Some settings may require modifying existing registry entries (though not recommended) or adding new resources (like files or registry keys). Instructions for performing these tasks are below. 2.1 Configurable Properties Most configurable properties correspond to registry keys or values. Please refer to the release notes for more information about how these registry settings are used. Due to the logic invoked based on the existence of these registry keys or values, they are only set if the associated property is defined to have a non null value. If the associated property is not defined in the MSI, the registry key or value will not be touched. By default, the MSI does not contain these properties and hence will not set the registry keys. You will need to add properties as needed to the MSI. When one of the configurable properties is set, the installer will use the property value to set the corresponding setting in the HKEY_LOCAL_MACHINE registry hive. HKEY_CURRENT_USER hive is not touched by the installer. For each property, the associated registry setting is referenced by the same text used in the registry.txt file. Strings are quoted using single quotes (e.g. 'a string'). An empty string is denoted as ''. Note that you can't author null values into the 'Property' table. Numeric values should be authored as decimal strings. 2.1.1 Setting Properties In order to set a property, a. Open the MSI in ORCA.EXE b. Select the 'Property' table from the list of tables on the left. c. Find the property in the list of properties on the right, double click the value and type the new value. d. If the property does not exist in the property list, right click the list and select 'Add Row', type the property name and the desired value. 2.1.2 OpenAFS for Windows properties (Service parameters): [HKLM\SYSTEM\CurrentControlSet\Services\TransarcAFSDaemon\Parameters] (Network provider): [HKLM\SYSTEM\CurrentControlSet\Services\TransarcAFSDaemon\NetworkProvider] (OpenAFS Client): [HKLM\SOFTWARE\OpenAFS\Client] The configurable properties are as follows: AFSCACHEPATH Registry key : (Service parameters) Registry value : CachePath Valid values : string AFSCACHESIZE Registry key : (Service parameters) Registry value : CacheSize Valid values : numeric AFSCELLNAME Registry key : (Service parameters) Registry value : Cell Valid values : string CREDSAUTOINIT Valid values : '-a' or '' Option for AFSCREDS.EXE. Enables automatic initialization. (see below) CREDSIPCHDET Valid values : '-n' or '' Option for AFSCREDS.EXE. Enables IP address change detection. (see below) CREDSQUIET Valid values : '-q' or '' Option for AFSCREDS.EXE. Enables quiet mode. (see below) CREDSRENEWDRMAP Valid values : '-m' or '' Option for AFSCREDS.EXE. Enables renewing drive map at startup. (see below) CREDSSHOW Valid values : '-s' or '' Option for AFSCREDS.EXE. Enables displaying the credential manager window when AFSCREDS starts up. The five properties above determine the behavior of the AFS credential manager ( AFSCREDS.EXE ). Each property adds a command line option to the shortcut that will be created in the Program Menu, both under 'OpenAFS' and 'Startup' folders (see CREDSSTARTUP). The way in which the options are specified was chosen for easy integration with the Windows Installer user interface. Although you can come up with creative ways to provide other options to AFSCREDS.EXE, we advise against it because such transforms may not apply to future releases of OpenAFS. CREDSSTARTUP Valid values : '1' or '0' Controls whether AFSCREDS.EXE starts up automatically when a user logs on. When CREDSSTARTUP is '1' a shortcut is added to the 'Startup' folder in the 'Program menu' which starts AFSCREDS.EXE with the options that are determined by the other CREDS* properties. FREELANCEMODE Registry key : (Service parameters) Registry value : FreelanceClient Valid values : '1' or '0' HIDEDOTFILES Registry key : (Service parameters) Registry value : HideDotFiles Valid values : '1' or '0' LOGONOPTIONS Registry key : (Network provider) Registry value : LogonOptions Valid values : '0','1' or '3' See section 2.1 of registry.txt (Domain specific configuration keys for Network Provider) and section [filler] of this document (filler) for more details. MOUNTROOT Registry key : (Service parameters) Registry value : Mountroot Valid values : string NETBIOSNAME Registry key : (Service parameters) Registry value : NetbiosName Valid values : string (at most 15 characters) NOFINDLANABYNAME Registry key : (Service parameters) Registry value : NoFindLanaByName Valid values : '1' or '0' RXMAXMTU Registry key : (Service parameters) Registry value : RxMaxMTU Valid values : numeric SECURITYLEVEL Registry key : (Service parameters) Registry value : SecurityLevel Valid values : '1' or '0' SMBAUTHTYPE Registry key : (Service parameters) Registry value : SMBAuthType Valid values : '0','1' or '2' STOREANSIFILENAMES Registry key : (OpenAFS Client) Registry value : StoreAnsiFilenames Valid values : '0' or '1' USEDNS Registry key : (Service parameters) Registry value : UseDNS Valid values : '1' or '0' 2.2 Existing Registry Entries You can change existing registry values subject to the restrictions mentioned in the Windows Platform SDK. Pay special attention to component keypaths and try to only change the 'Value' column in the 'Registry' table. If you want to add additional registry keys please refer to section 3 (Additional Resources). 2.3 Replacing Configuration Files The OpenAFS configuration files (CellServDB) can be replaced by your own configuration files. These files are contained in separate MSI components so that you can disable them individually. The recommended method for replacing these files is to first disable the components containing the configuration files that you want to replace, and then add new components for the replacement files. This is outlined below (assuming you are using ORCA.EXE to author the transform). Note that transforms are not a good way to add a new file as an embedded stream. The method outlined here places the file in the same directory as the MSI for deployment. The walkthrough below is to add a custom 'CellServDB' file. 1) Disable the component that contains the configuration file that you want to replace. 1.1) Locate and select the 'Component' table in the 'Tables' list. 1.2) In the Component table, locate the component you need to change ( Ctrl-F invokes the 'Find' dialog). The component names are listed below in section 2.3.1. For this example, the component name is 'elf_CellServDB'. 1.3) Go to the 'Condition' column of the component. 1.4) Enter a condition that evaluates to false. I.e. 'DONOTINSTALL'. (Note that an undefined property always evaluates to false). Note that you can also use this step to disable other configuration files without providing replacements. 2) Add a new component containing the new configuration file. 2.1) Select the 'Component' table in the 'Tables' list. 2.2) Select 'Tables'->'Add Row' (Ctrl-R). 2.3) Enter the following : Component : cmf_my_CellServDB ComponentId : {7019836F-BB2C-4AF6-9463-0D6EC9035CF1} Directory_ : dirClient Attributes : 144 Condition : KeyPath : fil_my_CellServDB Note that the ComponentId is an uppercase GUID. You can generate one using GUIDGEN.EXE or UUIDGEN.EXE, both of which are included in the Platform SDK. The Attributes value of 144 is a sum of msidbComponentAttributesPermanent (16) and msidbComponentAttributesNeverOverwrite (128). This ensures that local modifications are not overwritten or lost during an installation or uninstallation. These are the same settings used on the default configuration files. 'fil_my_CellServDB' is a key into the 'File' table which we will fill later. 3) Add a new feature to hold the new component. 3.1) Select the 'Feature' table. 3.2) Add a new row (Ctrl-R or 'Tables'->'Add Row') with the following values: Feature : fea_my_CellServDB Feature_Parent: feaClient Title : Description : Display : 0 Level : 30 Directory_ : Attributes : 8 It is important to create the new feature under the 'feaClient' feature, which will ensure that the configuration file will be installed when the client binaries are installed. Setting 'Display' to 0 will hide this feature from the feature selection dialog during an interactive installation. A value of 30 for 'Level' allows this feature to be installed by default (on a 'Typical' installation). The 'Attributes' value is msidbFeatureAttributesDisallowAdvertise (8), which is set on all features in the OpenAFS MSI. The OpenAFS MSI is not designed for an advertised installation. 4) Join the component and the feature. 4.1) Select the 'FeatureComponents' table. 4.2) Add a new row with the following values: Feature : fea_my_CellServDB Component : cmf_my_CellServDB 5) Add an entry to the 'File' table. 5.1) Select the 'File' table. 5.2) Add a new row with the following values: File : fil_my_CellServDB Component_ : cmf_my_CellServDB FileName : CellServDB FileSize : (enter file size here) ... Attributes : 8192 Sequence : 1000 (leave other fields blank) The 'Attributes' value is msidbFileAttributesNonCompressed (8192). This is because we will be placing this file in the same directory as the MSI instead of embedding the file in it. Transforms do not support updating compressed sources or adding new cabinet streams. Finally, the 'Sequence' value of 1000 will be used later to distinguish the file as being in a separate source location than the other files in the MSI. 6) Set a media source for the file. 6.1) Select the 'Media' table. 6.2) Add a row with the following values : DiskId : 2 LastSequence : 1000 ... (leave other fields blank) The sequence number of 1000 designates this as the media source for the newly added file. 2.3.1 Components for Configuration Files CellServDB : 'cpf_CellServDB' (ID {D5BA4C15-DBEC-4292-91FC-B54C30F24F2A}) 2.4 Adding Domain Specific Registry Keys Following is an example for adding domain specific registry keys. Refer to section 2.1 in REGISTRY.TXT for more information. Columns that are unspecified should be left empty. We create a new feature and component to hold the new registry keys. 'Feature' table: (new row) Feature : 'feaDomainKeys' Feature Parent : 'feaClient' Display : 0 Level : 30 Attributes : 10 'Component' table: (new row) Component : 'rcm_DomainKeys' ComponentId : '{4E3FCBF4-8BE7-40B2-A108-C47CF743C627}' Directory : 'TARGETDIR' Attributes : 4 KeyPath : 'reg_domkey0' 'FeatureComponents' table: (new row) Feature : 'feaDomainKeys' Component : 'rcm_DomainKeys' 'Registry' table: (new row) Registry : 'reg_domkey0' Root : 2 Key : 'SYSTEM\CurrentControlSet\Services\TransarcAFSDaemon\NetworkProvider\Domain' Component : 'rcm_DomainKeys' (new row) Registry : 'reg_domkey1' Root : 2 Key : 'SYSTEM\CurrentControlSet\Services\TransarcAFSDaemon\NetworkProvider\Domain' Name : '*' Component : 'rcm_DomainKeys' (new row) Registry : 'reg_domkey2' Root : 2 Key : 'SYSTEM\CurrentControlSet\Services\TransarcAFSDaemon\NetworkProvider\Domain\ATHENA.MIT.EDU' Name : '*' Component : 'rcm_DomainKeys' (new row) Registry : 'reg_domkey3' Root : 2 Key : 'SYSTEM\CurrentControlSet\Services\TransarcAFSDaemon\NetworkProvider\Domain\ATHENA.MIT.EDU' Name : 'LogonOptions' Value : 1 Component : 'rcm_DomainKeys' (new row) Registry : 'reg_domkey4' Root : 2 Key : 'SYSTEM\CurrentControlSet\Services\TransarcAFSDaemon\NetworkProvider\Domain\LOCALHOST' Name : '*' Component : 'rcm_DomainKeys' (new row) Registry : 'reg_domkey5' Root : 2 Key : 'SYSTEM\CurrentControlSet\Services\TransarcAFSDaemon\NetworkProvider\Domain\LOCALHOST' Name : 'LogonOptions' Value : 0 Component : 'rcm_DomainKeys' (new row) Registry : 'reg_domkey6' Root : 2 Key : 'SYSTEM\CurrentControlSet\Services\TransarcAFSDaemon\NetworkProvider\Domain\LOCALHOST' Name : 'FailLoginsSilently' Value : 1 Component : 'rcm_DomainKeys' The example adds domain specific keys for 'ATHENA.MIT.EDU' (enable integrated logon) and 'LOCALHOST' (disable integrated logon and fail logins silently). 2.5 Adding Site Specific Freelance Registry Keys Following is an example for adding site specific Freelance registry keys to pre-populate the Mountpoints and Symlinks in the fake root.afs volume. Columns that are unspecified should be left empty. We create a new feature and component to hold the new registry keys. 'Feature' table: (new row) Feature : 'feaFreelanceKeys' Feature Parent : 'feaClient' Display : 0 Level : 30 Attributes : 10 'Component' table: (new row) Component : 'rcm_FreelanceKeys' ComponentId : '{4E3B3CBF4-9AE7-40C3-7B09-C48CF842C583}' Directory : 'TARGETDIR' Attributes : 4 KeyPath : 'reg_freekey0' 'FeatureComponents' table: (new row) Feature : 'feaFreelanceKeys' Component : 'rcm_FreelanceKeys' 'Registry' table: (new row) Registry : 'reg_freekey0' Root : 2 Key : 'SOFTWARE\OpenAFS\Client\Freelance' Component : 'rcm_FreelanceKeys' (new row) Registry : 'reg_freekey1' Root : 2 Key : 'SOFTWARE\OpenAFS\Client\Freelance' Name : '0' Value : 'athena.mit.edu#athena.mit.edu:root.cell.' Component : 'rcm_FreelanceKeys' (new row) Registry : 'reg_freekey2' Root : 2 Key : 'SOFTWARE\OpenAFS\Client\Freelance' Name : '1' Value : '.athena.mit.edu%athena.mit.edu:root.cell.' Component : 'rcm_FreelanceKeys' (new row) Registry : 'reg_freekey3' Root : 2 Key : 'SOFTWARE\OpenAFS\Client\Freelance\Symlinks' Component : 'rcm_FreelanceKeys' (new row) Registry : 'reg_freekey4' Root : 2 Key : 'SOFTWARE\OpenAFS\Client\Freelance\Symlinks' Name : '0' Value : 'athena:athena.mit.edu.' Component : 'rcm_FreelanceKeys' (new row) Registry : 'reg_freekey5' Root : 2 Key : 'SOFTWARE\OpenAFS\Client\Freelance\Symlinks' Name : '0' Value : '.athena:.athena.mit.edu.' Component : 'rcm_FreelanceKeys' The example adds a read-only mountpoint to the athena.mit.edu cell's root.afs volume as well as a read-write mountpoint. Aliases are also provided using symlinks. ---------------------------------------------------------------------- 3 Additional Resources If you want to add registry keys or files you need to create new components and features for those. Refer to the Windows Platform SDK for details. It is beyond the scope of this document to provide a comprehensive overview of how to add new resources through a transform. Please refer to the "Windows Installer" documentation for details. The relevant section is at : http://msdn.microsoft.com/library/en-us/msi/setup/using_transforms_to_add_resources.asp A sample walkthrough of adding a new configuration file is in section 2.3. Add new features under the 'feaClient' or 'feaServer' as appropriate and set the 'Level' column for those features to equal the 'Level' for their parent features for consistency. Note that none of the features in the OpenAFS for Windows MSI package are designed to be installed to run from 'source' or 'advertised'. It is recommended that you set 'msidbFeatureAttributesFavorLocal' (0), 'msidbFeatureAttributesFollowParent' (2) and 'msidbFeatureAttributesDisallowAdvertise' (8) attributes for new features. If you are creating new components, retain the same component GUID when creating new transforms against new releases of the OpenAFS MSI package. After making the adjustments to the MSI database using ORCA.EXE you can generate a transform with MSITRAN.EXE as follows : (Modified MSI package is 'openafs-en_US_new.msi' and the original MSI package is 'openafs-en_US.msi'. Generates transform 'openafs-transform.mst') > msitran.exe -g openafs-en_US.msi openafs-en_US_new.msi openafs-transform.mst glpruw See the Platform SDK documentation for information on command line options for MSITRAN.EXE. ---------------------------------------------------------------------- 4. Upgrades The MSI package is designed to uninstall previous versions of OpenAFS for Windows during installation. Note that it doesn't directly upgrade an existing installation. This is intentional and ensures that development releases which do not have strictly increasing version numbers are properly upgraded. Versions of OpenAFS that are upgraded by the MSI package are : 1) OpenAFS MSI package Upgrade code {6823EEDD-84FC-4204-ABB3-A80D25779833} Upto current release 2) MIT's Transarc AFS MSI package Upgrade code {5332B94F-DE38-4927-9EAB-51F4A64193A7} Upto version 3.6.2 3) OpenAFS NSIS package All versions Note that versions of the OpenAFS NSIS package prior to 1.3.65 had a bug where it couldn't be uninstalled properly in unattended mode. Therefore the MSI package will not try to uninstall an OpenAFS NSIS package if running unattended. This means that group policy based deployments will fail on machines that have the OpenAFS NSIS package installed. If you have used a different MSI package to install OpenAFS and wish to upgrade it you can author rows into the 'Upgrade' table as described in the Platform SDK. When performing an upgrade with msiexec.exe execute the MSI with the repair options "vomus". ---------------------------------------------------------------------- 5. FAQ (Q/A's will be added here as needed) ---------------------------------------------------------------------- $Id: msi-deployment-guide.txt,v 1.5 2005/04/02 09:06:44 jaltman Exp $