WiX tricks and tips

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We've been using WiX for a while now, and despite the usual gripes about ease of use, it's going reasonably well. What I'm looking for is useful advice regarding:

  • Setting up a WiX project (layout, references, file patterns)
  • Integrating WiX into solutions, and build/release processes
  • Configuring installers for new installations and upgrades
  • Any good WiX hacks you'd like to share
31 Answers
  1. Keep variables in a separate wxi include file. Enables re-use, variables are faster to find and (if needed) allows for easier manipulation by an external tool.

  2. Define Platform variables for x86 and x64 builds

    <!-- Product name as you want it to appear in Add/Remove Programs-->
    <?if $(var.Platform) = x64 ?>
      <?define ProductName = "Product Name (64 bit)" ?>
      <?define Win64 = "yes" ?>
      <?define PlatformProgramFilesFolder = "ProgramFiles64Folder" ?>
    <?else ?>
      <?define ProductName = "Product Name" ?>
      <?define Win64 = "no" ?>
      <?define PlatformProgramFilesFolder = "ProgramFilesFolder" ?>
    <?endif ?>
    
  3. Store the installation location in the registry, enabling upgrades to find the correct location. For example, if a user sets custom install directory.

     <Property Id="INSTALLLOCATION">
        <RegistrySearch Id="RegistrySearch" Type="raw" Root="HKLM" Win64="$(var.Win64)"
                  Key="Software\Company\Product" Name="InstallLocation" />
     </Property>
    

    Note: WiX guru Rob Mensching has posted an excellent blog entry which goes into more detail and fixes an edge case when properties are set from the command line.

    Examples using 1. 2. and 3.

    <?include $(sys.CURRENTDIR)\Config.wxi?>
    <Product ... >
      <Package InstallerVersion="200" InstallPrivileges="elevated"
               InstallScope="perMachine" Platform="$(var.Platform)"
               Compressed="yes" Description="$(var.ProductName)" />
    

    and

    <Directory Id="TARGETDIR" Name="SourceDir">
      <Directory Id="$(var.PlatformProgramFilesFolder)">
        <Directory Id="INSTALLLOCATION" Name="$(var.InstallName)">
    
  4. The simplest approach is always do major upgrades, since it allows both new installs and upgrades in the single MSI. UpgradeCode is fixed to a unique Guid and will never change, unless we don't want to upgrade existing product.

    Note: In WiX 3.5 there is a new MajorUpgrade element which makes life even easier!

  5. Creating an icon in Add/Remove Programs

    <Icon Id="Company.ico" SourceFile="..\Tools\Company\Images\Company.ico" />
    <Property Id="ARPPRODUCTICON" Value="Company.ico" />
    <Property Id="ARPHELPLINK" Value="http://www.example.com/" />
    
  6. On release builds we version our installers, copying the msi file to a deployment directory. An example of this using a wixproj target called from AfterBuild target:

    <Target Name="CopyToDeploy" Condition="'$(Configuration)' == 'Release'">
      <!-- Note we append AssemblyFileVersion, changing MSI file name only works with Major Upgrades -->
      <Copy SourceFiles="$(OutputPath)$(OutputName).msi" 
            DestinationFiles="..\Deploy\Setup\$(OutputName) $(AssemblyFileVersion)_$(Platform).msi" />
    </Target>
    
  7. Use heat to harvest files with wildcard (*) Guid. Useful if you want to reuse WXS files across multiple projects (see my answer on multiple versions of the same product). For example, this batch file automatically harvests RoboHelp output.

    @echo off  
    robocopy ..\WebHelp "%TEMP%\WebHelpTemp\WebHelp" /E /NP /PURGE /XD .svn  
    "%WIX%bin\heat" dir "%TEMP%\WebHelp" -nologo -sfrag -suid -ag -srd -dir WebHelp -out WebHelp.wxs -cg WebHelpComponent -dr INSTALLLOCATION -var var.WebDeploySourceDir 
    

    There's a bit going on, robocopy is stripping out Subversion working copy metadata before harvesting; the -dr root directory reference is set to our installation location rather than default TARGETDIR; -var is used to create a variable to specify the source directory (web deployment output).

  8. Easy way to include the product version in the welcome dialog title by using Strings.wxl for localization. (Credit: saschabeaumont. Added as this great tip is hidden in a comment)

    <WixLocalization Culture="en-US" xmlns="http://schemas.microsoft.com/wix/2006/localization">
        <String Id="WelcomeDlgTitle">{\WixUI_Font_Bigger}Welcome to the [ProductName] [ProductVersion] Setup Wizard</String>
    </WixLocalization>
    
  9. Save yourself some pain and follow Wim Coehen's advice of one component per file. This also allows you to leave out (or wild-card *) the component GUID.

  10. Rob Mensching has a neat way to quickly track down problems in MSI log files by searching for value 3. Note the comments regarding internationalization.

  11. When adding conditional features, it's more intuitive to set the default feature level to 0 (disabled) and then set the condition level to your desired value. If you set the default feature level >= 1, the condition level has to be 0 to disable it, meaning the condition logic has to be the opposite to what you'd expect, which can be confusing :)

    <Feature Id="NewInstallFeature" Level="0" Description="New installation feature" Absent="allow">
      <Condition Level="1">NOT UPGRADEFOUND</Condition>
    </Feature>
    <Feature Id="UpgradeFeature" Level="0" Description="Upgrade feature" Absent="allow">
      <Condition Level="1">UPGRADEFOUND</Condition>
    </Feature>
    

Checking if IIS is installed:

<Property Id="IIS_MAJOR_VERSION">
    <RegistrySearch Id="CheckIISVersion" Root="HKLM" Key="SOFTWARE\Microsoft\InetStp" Name="MajorVersion" Type="raw" />
</Property>

<Condition Message="IIS must be installed">
    Installed OR IIS_MAJOR_VERSION
</Condition>

Checking if IIS 6 Metabase Compatibility is installed on Vista+:

<Property Id="IIS_METABASE_COMPAT">
    <RegistrySearch Id="CheckIISMetabase" Root="HKLM" Key="SOFTWARE\Microsoft\InetStp\Components" Name="ADSICompatibility" Type="raw" />
</Property>

<Condition Message="IIS 6 Metabase Compatibility feature must be installed">
    Installed OR ((VersionNT &lt; 600) OR IIS_METABASE_COMPAT)
</Condition>

Fantastic question. I'd love to see some best practices shown.

I've got a lot of files that I distribute, so I've set up my project into several wxs source files.

I have a top level source file which I call Product.wxs which basically contains the structure for the installation, but not the actual components. This file has several sections:

<Product ...>
  <Package ...>
    <Media>... 
   <Condition>s ...
   <Upgrade ..>
   <Directory> 
        ...
   </Directory>
   <Feature>
      <ComponentGroupRef ... > A bunch of these that
   </Feature>
   <UI ...>
   <Property...>
   <Custom Actions...>
   <Install Sequences....
  </Package>
</Product>

The rest of the .wix files are composed of Fragments that contain ComponentGroups which are referenced in the Feature tag in the Product.wxs. My project contains a nice logical grouping of the files that I distribute

<Fragment>
   <ComponentGroup>
     <ComponentRef>
     ....
    </ComponentGroup>
    <DirectoryRef>
      <Component... for each file
      .... 
    </DirectoryRef>
</Fragment>

This isn't perfect, my OO spider sense tingles a bit because the fragments have to reference names in the Product.wxs file (e.g. the DirectoryRef) but I find it easier to maintain that a single large source file.

I'd love to hear comments on this, or if anyone has any good tips too!

Creating Live, Test, Training, ... versions using the same source files.

In a nutshell: Create unique UpgradeCode for each installer and automagically define the first character of each Guid for each installer, leaving the remaining 31 unique.

Prerequisites

Assumptions

  • WiX variables are used to define UpgradeCode, ProductName, InstallName.
  • You already have a working installer. I wouldn't attempt this until you do.
  • All your Components are kept in one file (Components.wxs). This process will work if you have multiple files, there will just be more work to do.

Directory Structure

  • Setup.Library
    • All wxs files (Components, Features, UI Dialogs, ...)
    • Common.Config.wxi (ProductCode="*", ProductVersion, PlatformProgramFilesFolder, ...)
  • Setup.Live (wixproj)
    • Link all Setup.Library files using "Add Existing File" -> "Add As Link" (the little down arrow button right next to the Add button in Visual Studio)
    • Config.wxi (has unique UpgradeCode, ProductName, InstallName, ...)
  • Setup.Test, ...
    • as per live but Config.wxi is configured for Test environment.

Process

  • Create Setup.Library directory and move all your wxs and wxi files (except Config.wxi) from existing project.
  • Create Setup.Live, Setup.Test, etc as per normal wixproj.
  • Add BeforeBuild target in wixproj in Setup.Live, etc to perform MSBuild Community Task FileUpdate to modify Guids (I used A for Live, B for Test and C for training)
  • Add AfterBuild target to revert Components.wxs Guids back to 0.
  • Verify with Orca that each component in each MSI has the modified guid.
  • Verify that original guids are restored.
  • Verify that each MSI is installing (and upgrading) correct product and location.

Example Config.wxi

<?xml version="1.0" encoding="utf-8"?>
<Include>
<!-- Upgrade code should not change unless you want to install 
     a new product and have the old product remain installed, 
     that is, both products existing as separate instances. -->
<?define UpgradeCode = "YOUR-GUID-HERE" ?>

<!-- Platform specific variables -->
<?if $(var.Platform) = x64 ?>
  <!-- Product name as you want it to appear in Add/Remove Programs-->
  <?define ProductName = "Foo 64 Bit [Live]" ?>
<?else ?>
  <?define ProductName =  "Foo [Live]" ?>
<?endif ?>

<!-- Directory name used as default installation location -->
<?define InstallName = "Foo [Live]" ?>

<!-- Registry key name used to store installation location -->
<?define InstallNameKey = "FooLive" ?>

<?define VDirName = "FooLive" ?>
<?define AppPoolName = "FooLiveAppPool" ?>
<?define DbName = "BlahBlahLive" ?>
</Include>

Example Config.Common.wxi

<?xml version="1.0" encoding="utf-8"?>
<Include>
<!-- Auto-generate ProductCode for each build, release and upgrade -->
<?define ProductCode = "*" ?>

<!-- Note that 4th version (Revision) is ignored by Windows Installer -->
<?define ProductVersion = "1.0.0.0" ?>

<!-- Minimum version supported if product already installed and this is an upgrade -->
<!-- Note that 4th version (Revision) is ignored by Windows Installer -->
<?define MinimumUpgradeVersion = "0.0.0.0" ?>

<!-- Platform specific variables -->
<?if $(var.Platform) = x64 ?>
   <?define Win64 = "yes" ?>
   <?define PlatformProgramFilesFolder = "ProgramFiles64Folder" ?>
<?else ?>
   <?define Win64 = "no" ?>
   <?define PlatformProgramFilesFolder = "ProgramFilesFolder" ?>
<?endif ?>

<?define ProductManufacturer = "Foo Technologies"?>

<!-- Decimal Language ID (LCID) for the Product. Used for localization. -->
<?define ProductLanguage = "1033" ?>

<?define WebSiteName = "DefaultWebSite" ?>
<?define WebSitePort = "80" ?>

<?define DbServer = "(local)" ?>
</Include>

Example Components.wxs

<?xml version="1.0" encoding="utf-8"?>
<Wix xmlns="http://schemas.microsoft.com/wix/2006/wi">
  <!-- The pre-processor variable which allows the magic to happen :) -->
  <?include $(sys.CURRENTDIR)\Config.wxi?>
  <?include ..\Setup.Library\Config.Common.wxi?>
  <Fragment Id="ComponentsFragment">
    <Directory Id="TARGETDIR" Name="SourceDir">
      <Directory Id="$(var.PlatformProgramFilesFolder)">
        <Directory Id="INSTALLLOCATION" Name="$(var.InstallName)">
          <Component Id="ProductComponent" Guid="0XXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX" KeyPath="yes">
          ...

Note: I would now suggest leaving the Guid attribute out of Component (equivalent of *), using one file per component and setting the file as the keypath. This removes the need for calling ModifyComponentsGuids and RevertComponentsGuids targets shown below. This might not be possible for all your components though.

Example Setup.Live.wixproj

<Import Project="$(MSBuildExtensionsPath)\MSBuildCommunityTasks\MSBuild.Community.Tasks.Targets" />
<Target Name="BeforeBuild">
  <CallTarget Targets="ModifyComponentsGuids" />
</Target>
<Target Name="AfterBuild">
  <CallTarget Targets="RevertComponentsGuids" />
</Target>
<!-- Modify the first character of every Guid to create unique value for Live, Test and Training builds -->
<Target Name="ModifyComponentsGuids">
  <FileUpdate Files="..\Setup.Library\Components.wxs" Regex="Guid=&quot;([a-f]|[A-F]|\d)" ReplacementText="Guid=&quot;A" />
</Target>
<!-- Revert the first character of every Guid back to initial value -->
<Target Name="RevertComponentsGuids">
  <FileUpdate Files="..\Setup.Library\Components.wxs" Regex="Guid=&quot;([a-f]|[A-F]|\d)" ReplacementText="Guid=&quot;0" />
</Target>

Final thoughts

  • This process should also work for creating different installers for different merge modules (Live, Test, ... as features) for the same installer. I went with different installers as it seemed a safer option, there is more risk that someone might upgrade Live instead of Training if they're on the same box and you just use features for the different merge modules.
  • If you use your MSI to perform upgrades as well as new installs i.e. the major upgrade only approach, and you save your installation location in the registry, remember to create a variable for the key name for each install.
  • We also create variables in each Config.wxi to enable unique virtual directory names, application pools, database names, et cetera for each installer.

UPDATE 1: Auto-generating component Guids removes the need for calling FileUpdate task if you create component with Guid="*" for each file, setting the file as the keypath.

UPDATE 2: One of the issues we've come up against is if you don't auto-generate your component Guid's and the build fails, then the temp files need to be manually deleted.

UPDATE 3: Found a way to remove reliance on svn:externals and temporary file creation. This makes the build process more resilient (and is best option if you can't wildcard your Guids) and less brittle if there is a build failure in light or candle.

UPDATE 4: Support for Multiple Instances using instance transforms is in WiX 3.0+, definitely also worth a look.

Peter Tate has already shown how you can define reusable ComponentGroup definitions in separate wix fragments. Some additional tricks related to this:

Directory Aliasing

The component group fragments don't need to know about directories defined by the main product wxs. In your component group fragment you can talk about a folder like this:

<DirectoryRef Id="component1InstallFolder">
...
</DirectoryRef>

Then the main product can alias one of its directories (e.g. "productInstallFolder") like this:

<Directory Id="productInstallFolder" Name="ProductName">
   <!-- not subfolders (because no Name attribute) but aliases for parent! -->
   <Directory Id="component1InstallFolder"/> 
   <Directory Id="component2InstallFolder"/> 
</Directory>

Dependency Graph

ComponentGroup elements can contain ComponentGroupRef child elements. This is great if you have a big pool of reusable components with a complex dependency graph between them. You just set up a ComponentGroup in its own fragment for each component and declare the dependencies like this:

<ComponentGroup Id="B">
   <ComponentRef Id="_B" />
   <ComponentGroupRef Id="A">
</ComponentGroup>

If you now reference component group "B" in your setup because it is a direct dependency of your application, it will automatically pull in component group "A" even if the application author never realized that it was a dependency of "B". It "just works" as long as you don't have any circular dependencies.

Reusable wixlib

The above dependency graph idea works best if you compile the big-pool-o-reusable-components into a reusable wixlib with lit.exe. When creating an application setup, you can reference this wixlib much like a wixobj file. The candle.exe linker will automatically eliminate any fragments that are not "pulled in" by the main product wxs file(s).

I'm surprised no one has mentioned using T4 to generate the WXS file during build. I learned about this by way of Henry Lee @ New Age Solutions.

Essentially, you create a custom MSBuild task to execute a T4 template, and that template outputs the WXS just before the Wix project is compiled. This allows you to (depending on how you implement it) automatically include all assemblies output from compiling another solution (meaning that you no longer have to edit the wxs ever time you add a new assembly).

Including COM Objects:

heat generates all most (if not all) the registry entries and other configuration needed for them. Rejoice!

Including Managed COM Objects (aka, .NET or C# COM objects)

Using heat on a managed COM object will give you an almost complete wix document.

If you don't need the library available in the GAC (ie, globally available: MOST of the time you do not need this with your .NET assemblies anyway - you've probably done something wrong at this point if it's not intended to be a shared library) you will want to make sure to update the CodeBase registry key to be set to [#ComponentName]. If you ARE planning on installing it to the GAC (eg, you've made some new awesome common library that everyone will want to use) you must remove this entry, and add two new attributes to the File element: Assembly and KeyPath. Assembly should be set to ".net" and KeyPath should be set to "yes".

However, some environments (especially anything with managed memory such as scripting languages) will need access to the Typelib as well. Make sure to run heat on your typelib and include it. heat will generate all the needed registry keys. How cool is that?

Environmental Variables

When compiling your Wxs documents to wixobj code, you can make use of environmental variables to determine various information. For example, lets say you want to change which files get included in a project. Lets say you have an environmental variable called RELEASE_MODE, that you set right before you build your MSI (either with a script or manually, it doesn't matter) In your wix source, you can do something like:

<define FILESOURCE = c:\source\output\bin\$(env.RELEASE_MODE) >

and then later in your code, use it in place to on the fly change your wxs document, eg:

<Icon Id="myicon.ico" SourceFile="$(var.FILESOURCE)" />
  • We display the product version somewhere (tiny) in the first screen of the GUI. Because people tend to make mistakes in picking the right version every time. (And keep us developers searching for ages..)

  • We've set up TFSBuild to also generate transforms (.mst files) with the configuration for our different environments. (We know about all environments we need to deploy to).

Since the original weblog post by Grant Holliday is down, I copy pasted its contents here:


MSBuild task to generate MSI Transform files from XMLMarch 11 2008

In my previous post I described how you can use MSI Transform (*.mst) files to separate environment-specific configuration settings from a generic MSI package.

Although this provides a level of flexibility in your configuration, there are two down-sides of Transform files:

  1. They’re a binary format
  2. You can’t “edit” or “view” a transform file. You have to apply it or re-create it to see what changes it includes.

Fortunately we can use the Microsoft Windows Installer Object Library (c:windowssystem32msi.dll) to open MSI “databases” and create transform files.

Credits go again to Alex Shevchuk – From MSI to WiX – Part 7 – Customising installation using Transforms for showing us how to achieve this with VbScript. Essentially all I’ve done is taken Alex’s example and using Interop.WindowsInstaller.dll I’ve implemented an MSBuild task. The MSBuild Task

Download the source code & example transforms.xml here (~7Kb Zipped VS2008 Solution)


It's a nice structure but based on my experience I wonder how you address these conditions:

A. Your installs all appear to land in the same destination. If a user needs to install all 3 versions at once will your process allow this. Can they unambiguously tell which version of every executable they are triggering?

B. How do you handle new files that exist in TEST and/or TRAINING but not yet in LIVE?

Here's a way to help large web projects verify that the number of deployed files matches the number of files built into an MSI (or merge module). I've just run the custom MSBuild task against our main application (still in development) and it picked up quite a few missing files, mostly images, but a few javascript files had slipped through to!

This approach (peeking into File table of MSI by hooking into AfterBuild target of WiX project) could work for other application types where you have access to a complete list of expected files.

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