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How To: Create a transform MST file for the ArcGIS Desktop setup

Summary

Instructions provided describe how to create a basic transform for the ArcGIS Desktop setup using Orca: a free tool available from the Microsoft Installer SDK.

Other tools are available that use a wizard to create transform files; for example, Wise for Windows Installer and InstallShield Admin Studio.

For more information on deploying managed ArcGIS setups, see the links in the Related Information section below.

Procedure

Transform MST files are used to customize setups created using Microsoft Installer (MSI) technology. An MST file can be used to install ArcGIS Desktop with pre-determined parameters without Graphical User Interface (GUI) or user interaction. The MSI file and the MST file are then used to deploy ArcGIS Desktop. The MST file customizes the properties of the ArcGIS Desktop MSI package; this can include the installation location, license manager, installation type, features to install, and software product type.

The bullet points below include information on using Orca to change the installation location, license manager, installation type, features to install, and software product type. Use any or all of the parameters as needed.

See the Related Information section below to download Orca. Orca requires Windows Installer SDK v.2.0.

To install Windows Installer SDK v.2.0, download the Installer, then navigate to the installation location and launch Orca.msi from the \bin folder. The Orca.msi launches the Orca setup program. Once the setup program is complete, an Orca shortcut is added to the Start Menu.

  1. Open the setup.msi in Orca.
  2. On the main toolbar, navigate to Transform > New Transform.
  3. Customize the transform using the information from the following bullet points:
  • To specify the license manager to use for the ArcGIS Desktop Applications:
In the Property table, change the value of ESRI_LICENSE_HOST from Not_Set to @<the name of the ArcGIS license manager>, for example, @mylicenseserver.
  • To change the features selected for installation:
  1. To add features, in the Feature table, select the features to install and change the Level from level 4 to level 3.
The parent feature of the sub-features also needs to be specified to be installed. For example, to install the Spatial Analyst extension, the Extensions feature also needs to be changed from level 4 to level 3.
  1. To prevent features from being installed, in the Feature table, select the features and change the Level from level 3 to level 4.
The following features are conditionally set to be installed in the MSI and require an additional step:
For Desktop 9.x:
.NET_Support
ArcReader
Python

To not install the .NET_Support and ArcReader features, the feature table changes above must be made, and the Condition table has to be modified. In the Condition table, the feature level has to be changed from 3 to 0.

To not install the Python feature, the feature table changes above must be made, and in the Condition table delete the Python feature rows.

For Desktop 10:
DotNetSupport
Python

To not install the DotNetSupport feature, the feature table changes above must be made, and the Condition table has to be modified. In the Condition table, the feature level has to be changed from 3 to 0.

To not install the Python feature, the feature table changes above must be made, and in the Condition table delete the Python feature rows.
  • To change the software seat type:
In the Property table, change the value of SOFTWARE_CLASS to one of the following: Professional, Editor, Viewer.

Professional is for an ArcInfo seat.
Editor is for an ArcEditor seat.
Viewer is for an ArcView seat.

For ArcGIS Desktop 10, the seat preference can also be specified for the software class. In the Property table, change the value of SEAT_PREFERENCE to one of the following: Float or Fixed.
Float is for Concurrent Use.
Fixed is for Single Use.
  • To change the default installation location:
For ArcGIS Desktop 9.x:
Changing the installation location is only applied if the product is the first ArcGIS 9.x product being installed. If an ArcGIS 9.x product has already been installed, all subsequent products are installed to this already established location.

1. In the InstallExecuteSequence table, add a row.
The values for the fields are
Action: ESRI_CHANGE_INST
Condition: ESRI_OBB="NULL"
Sequence: 1020

2. In the CustomAction table, add a row.
The values for the fields are
Action: ESRI_CHANGE_INST
Type: 35
Source: INSTALLDIR
Target: C:\ArcGIS9 (or any other value)
Note:
The Action name can be changed, but the name used must be the same in both tables.

For ArcGIS Desktop 10:
1. In the CustomAction table, locate the custom action called GET_INST_LOC.

2. The target column for this custom action is [INSTALLDIR]. Change this to the desired installation location, for example, C:\MyDesktop10.0.
  • Enable the configuration of Desktop Administrator:
In the Property table, change the value of DESKTOP_CONFIG from FALSE to TRUE.

Related Information