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Quick Start Guide

Overview

This section is intended for those users who are using InstallForge for the first time and want to familiarize themselves with the basic functions within a brief period of time. It is assumed here that InstallForge has already been successfully installed on the build system.

In the subsequent sections, you will become familiar with these subjects:

  • Basic handling of the IBE
  • Building a setup package with basic capabilities for a fictitious software application

Scenario

Within the scope of this page, the following fictitious scenario is assumed:

Your company myCompany has developed a monolingual (English) client-desktop application, named myApp, specifically for Windows 10, and now you want to bundle version 1.0.0 it into a self-contained, standalone setup package using InstallForge. During runtime, your application depends on the Microsoft Visual C++ Redistributable. Your goal is to distribute this setup package to your end-users, enabling them to conveniently install and use your application on their system.

Note

According to this scenario, the target system2 is Windows 10.

You have the following functional requirements for the setup package:

  • The setup package checks if the operating system of the target system is Windows 10. If not, the installation will not be performed.
  • The user interface of the setup package is in English.
  • The program files of your application shall be installed in a path specified by the end-user. A default path shall be predefined.
  • During installation, the end user shall be presented the license of your application. The user shall only be able to proceed with the installation if he accepts the license via the user interface.
  • The Microsoft Visual C++ Redistributable package shall be installed automatically during the setup.
  • The user shall be able to uninstall the installed application in a comfortable way.
  • Shortcuts of the application executable shall be created on the desktop and the start menu of the specific user performing the installation. In addition, a shortcut shall be created in the start menu to easily uninstall the application.

Overview of the Program Files for myApp

The assumption here is that myApp has already been built (i.e., the executable has been compiled) and all the required program files are located in an arbitrary folder on the build system1. The content of this folder is supposed to look like this:

+--- assets
|   +--- someAsset.dat
|   +--- VC_redist.x86.exe
+--- docs
|   +--- myAppDoc.html
+--- lib
|   +--- someLib.dat
+--- license.txt
+--- myApp.exe

As you can see, the executable myApp.exe of myApp is located at the top level of the folder. The pre-built setup package of the Microsoft Visual C++ Redistributable (obtained from the Microsoft website) is located in the assets folder.

Overview of the IBE Interface

Now that all functional requirements for the setup package to be created have been defined based on the fictional scenario and all program files are prepared, the IBE of InstallForge can be launched.

After launching the IBE, a GUI (graphical user interface) should appear, which can be simplistically divided into 4 main areas according to the table below. These areas are also depicted in the picture below.

Area Description
Menu Bar3 Provides access to fundamental functionalities, such as creating a new InstallForge project file, opening/saving an InstallForge project file and building a setup package.
Toolbar4 Provides access to some fundamental functionalities from the menu bar and also enables the user to add/remove files/folders to the setup package.
Left Pane Lists functional categories, which in turn are divided into sections that allow related configurations of the setup package to be created.
Main Pane The Main Pane is where the configurations of the setup package to be created are carried out. The configuration options displayed in the Main Pane depend on the selected section in the Left Pane.

IBE Overview

Overview of the InstallForge Builder Environment GUI

Configuration of the Setup Package

In this section, the configuration of the setup package is demonstrated on the basis of the functional requirements defined above.

General Information

In the first step we will configure the general information for our setup package. Follow the steps below for this purpose:

  1. Click General in the General category listed in the left pane.
  2. In the main pane, enter the following information:
    • myApp in the Product Name input field.
    • 1.0.0 in the Product Version input field.
    • myCompany in the Company Name input field.
  3. In the Supported Operating Systems group, make sure that only Windows 10 is checked.

This is how the result should look like in the IBE GUI:

General Section

General Section

Language

As according to our requirements the setup package should be built in English only, no further configuration is required at this point since InstallForge builds setup packages in English by default.

Program Files

In the next step we will add our program files to the setup package:

  1. Open the Files section in the category Setup from the left pane.
  2. Simply drag and drop the program files and folders of myApp on the file/folder list, as depicted in the animation below. InstallForge will recursively add all folders and their sub-folders to the setup package.

Note

Instead of using the drag & drop functionality, you may also add the program files/folders through the main toolbar.

Adding Program Files

Adding Program Files/Folders to the Setup Package

Now that we have added our program files/folders, we will configure the installation path on the target system:

  1. In the Default Installation Path group, provide this installation path:

    <ProgramFiles>\<Company>\<AppName>\

  2. Make sure that Allow user to change installation path is checked.

Note

The provided (default) installation path <ProgramFiles>\<Company>\<AppName>\ will be resolved dynamically during the runtime of the setup package. <ProgramFiles> is a path constant which usually will be resolved to C:\Program Files (x86) on a 64-bit Windows target system. <Company> and <AppName> are setup constants and will be resolved to myCompany and myApp in this particular case. For a full list of supported path and setup constants, refer to this page.

Uninstaller

In order to allow your end-users to conveniently uninstall your application, follow these steps:

  1. Open the Uninstallation section in the category Setup from the left pane.
  2. Make sure that Include Uninstaller is checked.
  3. Make sure that the name of the uninstaller executable file is Uninstall (this name should be configured by default).

Note

With this configuration, InstallForge will add another artifact to the setup package during build, namely an executable file representing the uninstaller. This executable file will be installed in the installation path together with the program files of your application.

Tip

If the final size of the setup package is of particular importance to you: the uninstaller executable file has just a size of approx. 840 KB!

Launching the Microsoft Visual C++ Redistributable Setup Automatically

According to the functional requirements, our application myApp needs the Microsoft Visual C++ Redistributable package during runtime. Obviously, one possibility would be to leave it up to the end-user to install the package himself. However, it is preferable to relieve the end-user from this additional effort and let our setup package install it automatically.

In the section Program Files, we already added the setup file of the Microsoft Visual C++ Redistributable package to our setup creator. When the end-user runs our setup package, this setup file will be extracted to the specified installation path.

In the next step, we now need to configure our setup package to run this setup during the installation of our application. To do this, we make use of the Commands functionality of InstallForge as follows:

  1. Open the Commands section in the category Setup from the left pane.
  2. Click the Add... button on the main pane. As a result, a dialog windows titles Add Command will appear.

  3. On the dialog window, provide these information (see also the picture below):

    • In the Command: input field, enter:

      <InstallPath>\assets\VC_redist.x86.exe

    • In the Parameters: input field, enter:

      /passive

    • In the Options: input field, enter:

      -wait

Add Command Dialog Window

Add Command Dialog Window

Note

  • <InstallPath> is a path constant that will be resolved during the runtime of our setup package to the installation path specified by the end-user (e.g. C:\Program Files (x86)\myCompany\myApp).
  • The setup file VC_redist.x86.exe will be launched after all of our program files have been extracted. It will be launched with the command-line parameter/argument /passive, which is specific to MSI, a technology used by Microsoft to create setup files for their redistributable packages. This parameter will ensure that the redistributable package setup is executed immediately without any user interaction with the GUI.
  • The option -wait is specific to InstallForge setup packages and will make our setup to wait until the execution of the redistributable package setup is finished.

After the Microsoft Visual C++ Redistributable package is installed, the setup file located in the installation path should be deleted so as not to occupy unnecessary hard disk space on the end-user's system. For this purpose we will create another command as follows:

  1. Click again the Add... button on the main pane.

  2. On the opened dialog window, provide these information:

    • Select Shell Execute as the command type.

    • In the Command: input field, enter:

      del "<InstallPath>\assets\VC_redist.x86.exe"

Note

The two commands we have specified so far will be executed in the order they were created.

Providing a License Text

To display your individual license text to the end-users during the installation of your application, asking them to agree to the license terms, follow the steps below:

  1. Click License in the Dialogs category listed in the left pane.
  2. On the main pane, make sure that Show License Agreement Dialog is checked.
  3. In the editor field, enter your individual license text. Additionally, format the text using the local toolbar buttons on the main pane.

Launching the Application after Finishing Installation

To allow the end-users to launch your application (myApp.exe) directly from the setup wizard once the installation is finished, follow these steps:

  1. Click Finish in the Dialogs category listed in the left pane.
  2. On the main pane, make sure that Run Application is checked.
  3. In the input field next to the Run Application checkbox, enter the following path: 
    <InstallPath>\myApp.exe
  4. Additionally, specify the command-line parameters which myApp.exe shall be executed with in the Argument input field.

Configuring Shortcuts

According to the functional requirements of our setup package, we want shortcuts to be created during installation. To do this, follow these steps

  1. Click Shortcuts in the System category listed in the left pane.
  2. On the main pane, make sure that Create start menu shortcuts for all users and Create desktop shortcuts for all users is unchecked.

  3. Click the Add... button on the main pane and provide the following information in the Add Shortcut dialog window:

    • Specify Desktop as the destination.

    • In the Shortcut Name input field, enter:

      myApp

    • In the Target File input field, enter

      <InstallPath>\myApp.exe

    • Click the Ok button.

  4. Repeat the previous step, but select Startmenu as the destination.

  5. Repeat step 3 again, but provide these information:

    • Specify Startmenu as the destination.

    • In the Shortcut Name input field, enter:

      Uninstall myApp

    • In the Target File input field, enter

      <InstallPath>\Uninstall.exe

Building the Setup Package

Now that we have fully configured our setup package, we are going to build it in the final step:

  1. Click Build in the Build category listed in the left pane.
  2. On the main pane, provide a valid path for the setup file.
  3. In the main menu, click Build → Build Setup. Alternatively, press F5.

Success

Provided your configuration does not contain any errors, the setup package should now be built successfully.

  1. System on which the IBE is operated on in order to build setup packages. ↩

  2. System which is targeted by the setup packages built using the IBE. ↩

  3. Also referred to as main menu. ↩

  4. Also referred to as main toolbar. ↩