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Remember installation options and used them to initialize options for the next installation #20420

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reduckted
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@reduckted reduckted commented Oct 2, 2023

Fixes #16886

PR Summary

When the Windows installer runs, it will save the selected options ("Add to Path Environment Variable", "Enable PowerShell remoting", etc.) to the registry. When the installer for the next version runs, the state of the options is loaded from the registry and used to initialize the installer's options.

PR Context

There has been a lot of issues logged about this:

In summary, when the installer runs, it does not know about any of the options that were selected on the previous install. If you run the installer manually, you need to re-select the options that you selected during the previous install. If the installer is run automatically (such as via Windows Update), then the default options are used, potentially resulting in some of the options that you previously selected from being turned off (for example, context menus are removed).

PR Checklist


To implement this, I've used the "Remember Property" pattern with a slight twist. The pattern described in that blog post does not account for how a checkbox sets its initial state. If a property value is not blank, then the checkbox will be initially checked, regardless of what the CheckBoxValue is. So, for example, if ADD_PATH is set to 0, the checkbox will be checked. If ADD_PATH is set to 1, the checkbox will be checked. If ADD_PATH does not exist, then the checkbox will be unchecked. I won't go into the full details of how this is handled, because there's a detailed comment that explains it all.

The installer settings are saved to HKLM\Software\Microsoft\PowerShellCore\InstallerProperties. Preview versions are saved to a different key, but these settings will be shared between major versions. For example, PowerShell v8 will use the settings saved by PowerShell v7. I don't think that will be a problem, but just wanted to point it out. 😄 That registry key also remains behind after uninstalling PowerShell, so if you have to uninstall and reinstall for whatever reason, the settings that you originally used will be the defaults when you reinstall.

Technically the way that the property values are now handled could be considered a breaking change for some of those properties. Previously, some properties were compared to 1 and other properties were just checked if they had a value.

For example, previously if you ran the installer like this:

msiexec.exe /i PowerShell.msi ADD_EXPLORER_CONTEXT_MENU_OPENPOWERSHELL=YesAddTheContextMenu

Then the context menu would be created. Now if you do that, the installer will not create the context menu. The context menu is only created if the property value is 1.

Not all properties were treated this way. For example, ADD_PATH had to have a value of 1, as did a couple of the other properties.

It's worth noting that the documentation for running the installer from the command line uses an example where it sets all property values to 1. If you followed that example, then you won't see any change in behavior.

@reduckted reduckted changed the title Remember installation options and used them to initialize options for the next installation WIP: Remember installation options and used them to initialize options for the next installation Oct 2, 2023
@reduckted reduckted marked this pull request as draft October 2, 2023 10:47
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Oops, I didn't realize there were automated tests for the installer. I'll get those fixed up as soon as I can.

@reduckted reduckted force-pushed the feature/16886-remember-installer-options branch from c41e497 to 52b6676 Compare October 3, 2023 11:24
@reduckted reduckted changed the title WIP: Remember installation options and used them to initialize options for the next installation Remember installation options and used them to initialize options for the next installation Oct 4, 2023
@reduckted reduckted marked this pull request as ready for review October 4, 2023 12:04
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I'm pretty sure those "macos" build failures are unrelated to the changes from this PR.

@StevenBucher98 StevenBucher98 added the PowerShell-Docs not needed The PR was reviewed and doesn't appear to require a PowerShell Docs update label Oct 9, 2023
@microsoft-github-policy-service microsoft-github-policy-service bot added Review - Needed The PR is being reviewed labels Oct 17, 2023
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@heaths Can you help review this?

@microsoft-github-policy-service microsoft-github-policy-service bot removed the Review - Needed The PR is being reviewed label Oct 27, 2023
@TravisEz13 TravisEz13 added Breaking-Change breaking change that may affect users CL-BreakingChange Indicates that a PR should be marked as a breaking change in the Change Log labels Oct 27, 2023
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I believe this is a bucket 3 breaking change that doesn't require committee approval. The behaviors that are broken were not intended behavior as you could see by passing no or false as variable value.

@reduckted Can we abort the install if one of the variable values is invalid with a specific exit code?

@@ -292,6 +465,17 @@
</RegistryKey>
</RegistryKey>
</Component>
<Component Id="SaveInstallerProperties" Permanent="yes">
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I don't advise permanent components. This means users will have a hard time changing in the future, and leaves cruft behind in the registration. Perhaps it's better to change the MajorUpgrade element to use afterInstallExecute. Not only is it faster to upgrade, it will prefer existing components until the product is removed (not via upgrade).

@TravisEz13 this would need to be well-tested, though. The current behavior removes the old product first then installs the new product. This is inefficient, but safe for refactorings that might otherwise change component GUIDs. Doubt that's happened in a very long time, though - not since I did a bunch of preview vs. stable refactorings a long time ago. May not be worth retaining that behavior anymore.

Comment on lines +121 to +126
<SetProperty Id="ADD_PATH" Action="AddToPath_DeleteIfOff" After="AddToPath_SetDefault" Value="{}" Sequence="first">
ADD_PATH&lt;&gt;1
</SetProperty>
<SetProperty Id="ADD_PATH" Action="AddToPath_SetToOffIfMissing" Before="InstallInitialize" Value="0" Sequence="execute">
not ADD_PATH
</SetProperty>
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This seems unnecessarily complicated. If the property is not defined to any value, it's already unset by Windows Installer's definition, thus not needing all the explicit ...=1 conditions below.

It's also fine to just bind the actual property to the RegistrySearch. See https://robmensching.com/blog/posts/2010/5/2/the-wix-toolsets-remember-property-pattern/.

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The reason for this complexity is explained in the comments above. What that "Remember Property" pattern doesn't handle is allowing the option to be changed via a checkbox in the UI. If a property has a value, the checkbox that uses that property will be initially checked. It doesn't matter whether the property's value is 0 or 1 or something else; if the property exists, the checkbox is checked. So if the option was disabled, we would remember the property value as 0. On the next install, that property would be initialized to the value of 0, but because the property exists, the checkbox would initially be checked.

I'm definitely not a WiX expert, so if there's a simpler way to do this, I'd love to know.

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If 0 is checking the check box, it could be that the Integer attribute needs to be set on it. It should be able to bind directly if treated as an integer instead of the default string (which is set if it has any value since 0 is actually "0" in that case).

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😞 Unfortunately that didn't help. I tried it out on the checkbox for ADD_FILE_CONTEXT_MENU_RUNPOWERSHELL like so:

<Control Id="ContextMenuRunPowerShell" Type="CheckBox" X="20" Y="160" Width="290" Height="17" Property="ADD_FILE_CONTEXT_MENU_RUNPOWERSHELL" Integer="yes" CheckBoxValue="1" Text="Add '$(var.PowerShellFileContextSubMenuDialogText)' context menu for PowerShell files"/>

And I reduced the property initialization back to just getting the previous value and restoring the previous value:

<Property Id="PREVIOUS_ADD_FILE_CONTEXT_MENU_RUNPOWERSHELL">
  <RegistrySearch Id="GetSavedAddFileContextMenuRunPowerShell" Root="HKLM" Key="$(var.InstallerPropertiesKey)" Name="AddFileContextMenuRunPowerShell" Type="raw" />
</Property>
<SetProperty Id="ADD_FILE_CONTEXT_MENU_RUNPOWERSHELL" Action="AddFileContextMenuRunPowerShell_SetFromSaved" After="AppSearch" Value="[PREVIOUS_ADD_FILE_CONTEXT_MENU_RUNPOWERSHELL]" Sequence="first">
  PREVIOUS_ADD_FILE_CONTEXT_MENU_RUNPOWERSHELL
</SetProperty>

Running the installer like this...

msiexec /i PowerShell-7.4.2-test-win-x64.msi ADD_FILE_CONTEXT_MENU_RUNPOWERSHELL=0

... causes the checkbox to be initially checked. So does:

  • Running with ADD_FILE_CONTEXT_MENU_RUNPOWERSHELL=1.
  • Having the registry value AddFileContextMenuRunPowerShell equal to 0.
  • Having the registry value AddFileContextMenuRunPowerShell equal to 1.

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That's unfortunate. I'm reaching out to a colleague who has done more Windows Installer UI, but it could be that the extra CAs are needed. It'd be nice to avoid, though. I'll flag this for follow up.

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MSI, both in general and specifically for check boxes, uses the logic that a null string is false and anything else is true.

The selected state of the box sets the property either to the value specified in the Value column of the CheckBox table or to the initial value of the property specified in the Property table.

So this behavior seems consistent.

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I wonder how the Integer flag is actually supposed to work then.

I'll re-review this, but might play around a bit with a scratch package. The number of CAs necessary to make this work seem like overkill, but maybe not. What you have certainly works.

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This PR has 205 quantified lines of changes. In general, a change size of upto 200 lines is ideal for the best PR experience!


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Label      : Large
Size       : +192 -13
Percentile : 60.5%

Total files changed: 2

Change summary by file extension:
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.ps1 : +18 -0

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@heaths if you have time for a re-review that would be awesome 😄

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heaths commented Apr 17, 2024

probably also related to the installation options: the installer wipes and replaces the PS7 shortcut in the start menu even if nothing was changed in the executable path name or arguments, but when it replaces the shortcut it does not re-create the advanced properties that the old shortcut had been assigned by the system administrator. (run as administrator, file classification infrastructure data stream)

#21466

@R-Adrian in short, that's how Windows Installer works but there's an easy (and typical) workaround. See #21466 (comment).

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floh96 commented Apr 18, 2024

@StevenBucher98 @heaths approved the pr. Can you help to speed up the review from the powershell team?

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Based on the discussion and the resulting changes, LGTM

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/azp run PowerShell-CI-macos

@microsoft-github-policy-service microsoft-github-policy-service bot removed the Review - Needed The PR is being reviewed label May 6, 2024
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@TravisEz13 TravisEz13 enabled auto-merge (squash) May 6, 2024 18:14
@TravisEz13 TravisEz13 merged commit 11a7448 into PowerShell:master May 7, 2024
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📣 Hey @reduckted, how did we do? We would love to hear your feedback with the link below! 🗣️

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@reduckted reduckted deleted the feature/16886-remember-installer-options branch May 7, 2024 22:00
imatthewtanner added a commit to tannerpresscorp/PowerShell that referenced this pull request May 28, 2024
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hte -> the

* Update `PSReadLine` to `v2.3.5` for the next `v7.4.x` servicing release (PowerShell#21414)

* Multiple fixes in official build pipeline (PowerShell#21408)

* Add back two transitive dependency packages (PowerShell#21415)

* Verify environment variable for OneBranch before we try to copy (PowerShell#21441)

* Update PSResourceGet version from 1.0.2 to 1.0.4.1 (PowerShell#21439)

* fix package build to not check some files for a signature. (PowerShell#21458)

* Update `metadata.json` and `README.md` (PowerShell#21454)

* Fix grammar in FAQ.md (PowerShell#21468)

Fix grammar in docs FAQ

* Update CHANGELOG for v7.2.19, v7.3.12 and v7.4.2 (PowerShell#21462)

* Fix the error when using `Start-Process -Credential` without the admin privilege (PowerShell#21393)

* Add `RecommendedAction` to `ConciseView` of the error reporting (PowerShell#20826)

* Update Engine & Interactive-UX Working Group Member lists (PowerShell#20991)

* Bump `Microsoft.CodeAnalysis.Analyzers` (PowerShell#21449)

* Don't complete parameter name and class member declarations (PowerShell#21182)

* Update the doc about how to build PowerShell (PowerShell#21334)

* [StepSecurity] Apply security best practices (PowerShell#21480)

* [StepSecurity] Apply security best practices

Signed-off-by: StepSecurity Bot <bot@stepsecurity.io>

* Update dependabot.yml

* Delete tools/releaseBuild/Images/microsoft_powershell_centos7 directory

* Delete tools/releaseBuild/Images/microsoft_powershell_ubuntu16.04 directory

* Delete tools/releaseBuild/Images/microsoft_powershell_ubuntu18.04 directory

* Delete tools/releaseBuild/Images/microsoft_powershell_windowsservercore/Dockerfile

---------

Signed-off-by: StepSecurity Bot <bot@stepsecurity.io>
Co-authored-by: Travis Plunk <travis.plunk@microsoft.com>

* Bump ossf/scorecard-action from 2.0.6 to 2.3.1 (PowerShell#21485)

* Bump ossf/scorecard-action from 2.0.6 to 2.3.1

Bumps [ossf/scorecard-action](https://github.com/ossf/scorecard-action) from 2.0.6 to 2.3.1.
- [Release notes](https://github.com/ossf/scorecard-action/releases)
- [Changelog](https://github.com/ossf/scorecard-action/blob/main/RELEASE.md)
- [Commits](ossf/scorecard-action@99c5375...0864cf1)

---
updated-dependencies:
- dependency-name: ossf/scorecard-action
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>

* Update windows.yml

* Update linux.yml

* Update windows.yml

* Update mac.yml

---------

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Travis Plunk <travis.plunk@microsoft.com>

* Bump actions/upload-artifact from 3.1.3 to 4.3.2 (PowerShell#21501)

Bumps [actions/upload-artifact](https://github.com/actions/upload-artifact) from 3.1.3 to 4.3.2.
- [Release notes](https://github.com/actions/upload-artifact/releases)
- [Commits](actions/upload-artifact@a8a3f3a...1746f4a)

---
updated-dependencies:
- dependency-name: actions/upload-artifact
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump github/codeql-action from 2.25.0 to 3.25.1 (PowerShell#21498)

Bumps [github/codeql-action](https://github.com/github/codeql-action) from 2.25.0 to 3.25.1.
- [Release notes](https://github.com/github/codeql-action/releases)
- [Changelog](https://github.com/github/codeql-action/blob/main/CHANGELOG.md)
- [Commits](github/codeql-action@v2.25.0...c7f9125)

---
updated-dependencies:
- dependency-name: github/codeql-action
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump actions/checkout from 3.6.0 to 4.1.2 (PowerShell#21482)

Bumps [actions/checkout](https://github.com/actions/checkout) from 3.6.0 to 4.1.2.
- [Release notes](https://github.com/actions/checkout/releases)
- [Changelog](https://github.com/actions/checkout/blob/main/CHANGELOG.md)
- [Commits](actions/checkout@v3.6.0...9bb5618)

---
updated-dependencies:
- dependency-name: actions/checkout
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump actions/dependency-review-action from 2.5.1 to 4.2.5 (PowerShell#21484)

Bumps [actions/dependency-review-action](https://github.com/actions/dependency-review-action) from 2.5.1 to 4.2.5.
- [Release notes](https://github.com/actions/dependency-review-action/releases)
- [Commits](actions/dependency-review-action@0efb1d1...5bbc3ba)

---
updated-dependencies:
- dependency-name: actions/dependency-review-action
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Add a PAT for fetching PMC cli (PowerShell#21503)

* Use new pat

* remove trailing whitespaces

* Fix `[semver]` type to pass semver.org tests (PowerShell#21401)

* Fix `[semver]` type to pass semver.org tests

* fix test to split per OS specific newline

* replace all regex with semver.org ones adding new one for build label, update tests

---------

Co-authored-by: Steve Lee (POWERSHELL HE/HIM) (from Dev Box) <slee@ntdev.microsoft.com>

* Separate DSC configuration parser check for ARM processor (PowerShell#21395)

* Official PowerShell Package pipeline (PowerShell#21504)

* Revert to version available on `Nuget` for `Microsoft.CodeAnalysis.Analyzers` (PowerShell#21515)

* Use correct signing certificates for RPM and DEBs (PowerShell#21522)

* Add branch counter variables for daily package builds (PowerShell#21523)

* Expand `~` to `$home` on Windows with tab completion (PowerShell#21529)

* Bump github/codeql-action from 3.25.1 to 3.25.3

Bumps [github/codeql-action](https://github.com/github/codeql-action) from 3.25.1 to 3.25.3.
- [Release notes](https://github.com/github/codeql-action/releases)
- [Changelog](https://github.com/github/codeql-action/blob/main/CHANGELOG.md)
- [Commits](github/codeql-action@c7f9125...d39d31e)

---
updated-dependencies:
- dependency-name: github/codeql-action
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>

* Bump actions/checkout from 4.1.2 to 4.1.4

Bumps [actions/checkout](https://github.com/actions/checkout) from 4.1.2 to 4.1.4.
- [Release notes](https://github.com/actions/checkout/releases)
- [Changelog](https://github.com/actions/checkout/blob/main/CHANGELOG.md)
- [Commits](actions/checkout@9bb5618...0ad4b8f)

---
updated-dependencies:
- dependency-name: actions/checkout
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>

* Bump actions/upload-artifact from 4.3.2 to 4.3.3

Bumps [actions/upload-artifact](https://github.com/actions/upload-artifact) from 4.3.2 to 4.3.3.
- [Release notes](https://github.com/actions/upload-artifact/releases)
- [Commits](actions/upload-artifact@1746f4a...6546280)

---
updated-dependencies:
- dependency-name: actions/upload-artifact
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>

* Bump super-linter/super-linter from 5.7.2 to 6.4.1

Bumps [super-linter/super-linter](https://github.com/super-linter/super-linter) from 5.7.2 to 6.4.1.
- [Release notes](https://github.com/super-linter/super-linter/releases)
- [Changelog](https://github.com/super-linter/super-linter/blob/main/CHANGELOG.md)
- [Commits](super-linter/super-linter@a8150b4...4758be6)

---
updated-dependencies:
- dependency-name: super-linter/super-linter
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>

* Delete .github/workflows/codeql-analysis.yml

Signed-off-by: Matthew Tanner <imatthewtanner@icloud.com>

* Update codeql.yml

Signed-off-by: Matthew Tanner <imatthewtanner@icloud.com>

* Update codeql.yml

Signed-off-by: Matthew Tanner <imatthewtanner@icloud.com>

* Delete .github/workflows/codeql.yml

Signed-off-by: Matthew Tanner <imatthewtanner@icloud.com>

* Bump actions/dependency-review-action from 4.2.5 to 4.3.2

Bumps [actions/dependency-review-action](https://github.com/actions/dependency-review-action) from 4.2.5 to 4.3.2.
- [Release notes](https://github.com/actions/dependency-review-action/releases)
- [Commits](actions/dependency-review-action@5bbc3ba...0c155c5)

---
updated-dependencies:
- dependency-name: actions/dependency-review-action
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>

* update wix package install (PowerShell#21537)

* Create the Windows.x64 global tool with shim for signing (PowerShell#21559)

* Fix generating `OutputType` when running in Constrained Language Mode (PowerShell#21605)

* Use PSScriptRoot to find path to Wix module (PowerShell#21611)

* Bump actions/checkout from 4.1.4 to 4.1.5

Bumps [actions/checkout](https://github.com/actions/checkout) from 4.1.4 to 4.1.5.
- [Release notes](https://github.com/actions/checkout/releases)
- [Changelog](https://github.com/actions/checkout/blob/main/CHANGELOG.md)
- [Commits](actions/checkout@0ad4b8f...44c2b7a)

---
updated-dependencies:
- dependency-name: actions/checkout
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>

* Remember installation options and used them to initialize options for the next installation (PowerShell#20420)

* Bump github/codeql-action from 3.25.3 to 3.25.4

Bumps [github/codeql-action](https://github.com/github/codeql-action) from 3.25.3 to 3.25.4.
- [Release notes](https://github.com/github/codeql-action/releases)
- [Changelog](https://github.com/github/codeql-action/blob/main/CHANGELOG.md)
- [Commits](github/codeql-action@d39d31e...ccf74c9)

---
updated-dependencies:
- dependency-name: github/codeql-action
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>

* Bump to .NET 9 preview 3 (PowerShell#21782)

* Bump ossf/scorecard-action from 2.3.1 to 2.3.3

Bumps [ossf/scorecard-action](https://github.com/ossf/scorecard-action) from 2.3.1 to 2.3.3.
- [Release notes](https://github.com/ossf/scorecard-action/releases)
- [Changelog](https://github.com/ossf/scorecard-action/blob/main/RELEASE.md)
- [Commits](ossf/scorecard-action@0864cf1...dc50aa9)

---
updated-dependencies:
- dependency-name: ossf/scorecard-action
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>

* Use feed with Microsoft Wix toolset (PowerShell#21651)

* Create codeql.yml

Signed-off-by: Matthew Tanner <imatthewtanner@icloud.com>

* Bump super-linter/super-linter from 6.4.1 to 6.5.0

Bumps [super-linter/super-linter](https://github.com/super-linter/super-linter) from 6.4.1 to 6.5.0.
- [Release notes](https://github.com/super-linter/super-linter/releases)
- [Changelog](https://github.com/super-linter/super-linter/blob/main/CHANGELOG.md)
- [Commits](super-linter/super-linter@4758be6...56576d4)

---
updated-dependencies:
- dependency-name: super-linter/super-linter
  dependency-type: direct:production
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>

---------

Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Matthew Tanner <imatthewtanner@icloud.com>
Signed-off-by: StepSecurity Bot <bot@stepsecurity.io>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Chris Dent <134605137+chrisdent-de@users.noreply.github.com>
Co-authored-by: Ikko Eltociear Ashimine <eltociear@gmail.com>
Co-authored-by: James Truher [MSFT] <jimtru@microsoft.com>
Co-authored-by: Steven Bucher <stevenbucher8@gmail.com>
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Co-authored-by: MartinGC94 <42123497+MartinGC94@users.noreply.github.com>
Co-authored-by: Jordan Borean <jborean93@gmail.com>
Co-authored-by: Greg Dennis <gregsdennis@yahoo.com>
Co-authored-by: Patrick Meinecke <SeeminglyScience@users.noreply.github.com>
Co-authored-by: Anam Navied <anam.naviyou@gmail.com>
Co-authored-by: alerickson <25858831+alerickson@users.noreply.github.com>
Co-authored-by: Dom Slee <domslee1@gmail.com>
Co-authored-by: Steve Lee <slee@microsoft.com>
Co-authored-by: Aditya Patwardhan <adityap@microsoft.com>
Co-authored-by: Jason Helmick <jason.helmick@microsoft.com>
Co-authored-by: Jason.Helmick <jahelmic@microsoft.com>
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Co-authored-by: Steve Lee (POWERSHELL HE/HIM) (from Dev Box) <slee@ntdev.microsoft.com>
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Silent Update removes context menu entry if previously added
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