1 This software has been released under the terms of the IBM Public
2 License. For details, see the LICENSE file in the top-level source
3 directory or on-line at http://www.openafs.org/dl/license10.html
5 The document now provides a step by step procedure that takes the user
6 from a basic Windows 2000/XP/2003 workstation to an OpenAFS development
7 environment. Details are provided so that a 'beginning' windows
8 developer can build an OpenAFS installable package for Windows 2000/XP/2003.
11 As of the OpenAFS 1.3 release series, Windows platforms released
12 prior to Windows 2000 are no longer supported. As of the OpenAFS 1.5
13 series, the Windows 9x components are being removed from the source tree.
16 In this release, in addition to the production quality CIFS-AFS
17 gateway based client service there also exists an experimental
18 implementation of an Installable File System (IFS). To build the IFS
19 version, follow the directions below, but note that only the NSIS
20 installer script has been updated to support it. Also, the IFS kernel
21 module must be built separately, using the IFS/DDK build environment.
22 The IFS implementation does not contain a Network Provider interface
23 to register an AFS service name.
25 *********** Windows 2000/XP/2003 Build Process ****************
27 Building OpenAFS for Windows requires configuring a Windows
28 development system by installing compilation tools and header files.
29 Open AFS Software development can be done on Windows 2000, XP, 2003,
30 or Vista. The target system, where OpenAFS will be installed, can be
40 * Windows 2003 R2 (32 or 64)
41 * Windows Vista (32 or 64)
43 The build process is controlled by a nmake file that generates the
44 necessary binaries and binds them into an install package.
46 The following steps describe how to configure Windows 2000/XP:
48 A. Obtain a copy of the OpenAFS Source Tree
49 B. Install Compiler and Development tools.
50 C. Install SDK header files
51 D. Configure NTBUILD.BAT
52 E. Set program version Level
55 H. Build NSIS Install Package
56 I. Install Wix 2.0.4310
57 J. Build Wix MSI Install Package
61 The Microsoft development tools require anywhere from 660 MB to 1.8GB
62 of storage depending on which compilers are selected. The following
63 versions are supported:
65 Microsoft Visual Studio .NET
66 available via a MSDN subscription
68 Microsoft Visual Studio .NET 2003
69 available via a MSDN subscription
71 Microsoft Visual Studio .NET 2005 (required for AMD64 builds)
72 available via a MSDN subscription
73 (recommended - required for 64-bit builds)
75 The following Microsoft SDK is required:
77 Microsoft Platform SDK for Windows XP SP2 or Server 2003 SP1 or Vista
78 http://www.microsoft.com/msdownload/platformsdk/sdkupdate/downlevel.htm [IE required]
79 http://www.microsoft.com/msdownload/platformsdk/sdkupdate/XPSP2FULLInstall.htm
81 The following Microsoft DDK is required:
83 Microsoft Windows Server 2003 SP1 DDK
84 available via a MSDN subscription or via free CD
85 http://www.microsoft.com/whdc/devtools/ddk/orderddkcd.mspx
87 The Microsoft HTML Help Workshop is required:
89 http://www.microsoft.com/downloads/details.aspx?familyid=00535334-c8a6-452f-9aa0-d597d16580cc&displaylang=en
91 The NSIS installer requires about 14 MB of storage. The following
94 Nullsoft Scriptable Installation System 2.18
95 http://nsis.sourceforge.net/home/
97 The WiX installer requires about 18 MB of storage. The following
101 http://prdownloads.sourceforge.net/wix/sources-2.0.4310.0.zip
103 The InstallShield scripts (although not supported) require version 5.5
104 of InstallShiled. Version 6.0 or higher of InstallShield are not
107 The OpenAFS Source directory requires about 360 MB storage. The Source
108 directory size includes additional space for files that will be
109 generated during the build process.
112 STEP A. Obtain a copy of the Open AFS Source Tree.
114 Transfer OpenAFS source tree onto your hardrive. The source can be
115 downloaded from the OpenAFS web site:
116 http://www.OpenAFS.org/release/snapindex.html.
118 For this example, download source for version 1.3.74 using the
120 http://www.openafs.org/dl/openafs/1.3.74/openafs-1.3.74-src.tar
122 HINT: DailySnapShots are pre-release source trees and much more
123 likely to have compilation errors. If this is your first attempt, do
124 your build based on a release version of the source, e.g. 1.3.74. Once
125 you have completed a build process successfully, you can experiment with
128 You will need an unzip utility that can expand compressed tar files.
129 For example "Pkzip for Windows" from Pkware will uncompress tar files.
130 (http://www.pkware.com/)
132 Expand the downloaded tar file (openafs-1.3.74-src.tar) into target
133 directory (c:\OpenAFS), the unzip routine will expand the source into a
135 c:\OpenAFS\OpenAFS-1.3.74\src
137 Copy the files 'NTMakefile' and 'ntbuild.bat' from 'src' to the OpenAFS
138 base directory (aka %AFSROOT%):
140 From a DOS command prompt window, enter the following copy commands:
142 cd c:\OpenAFS\OpenAFS-1.3.74
143 copy src\NTMakefile .
144 copy src\ntbuild.bat .
147 The OpenAFS base directory should look something like the following:
149 c:\OpenAFS\OpenAFS-1.3.74\
155 STEP B. Install compiler and development tools.
157 Install a copy of Microsoft Visual Studio .NET, Visual Studio .NET 2003,
158 or Visual Studio .NET 2005. The "Typical" install setting is sufficient.
160 (1) You can reduce the installation size by selecting "Custom" install
161 and remove all but the following Options:
166 (2) When asked, Select to Register Environment Variables.
169 STEP C. Install SDK header files.
171 Files from Microsoft's Platform SDK for Windows XP SP2 or Server 2003 are
172 required to complete a build on Windows 2000/XP/2003. You can install
173 the "Core, Data Access and Installer SDKs" from
175 http://www.microsoft.com/msdownload/platformsdk/sdkupdate/
177 by using Internet Explorer 5.x or higher. (Active X controls are required)
178 If you do not which to use IE a complete SDK package is available from
180 http://www.microsoft.com/msdownload/platformsdk/sdkupdate/XPSP2FULLInstall.htm
182 The header files that are required from a Microsoft SDK/DDK are:
184 npapi.h (Windows 2000,XP,2003 builds)
185 netcfgx.h (NSIS Loopback Adapter installer - Windows 2000,XP,2003 builds)
186 netcfgn.h (NSIS Loopback Adapter installer - Windows 2000,XP,2003 builds)
188 These files come from the following Microsoft DDKs/SDKs:
191 Windows XP SP2 Platform SDK - include/
193 netcfgn.h, netcfgx.h:
194 Windows XP/2003 DDK - inc/wxp/
196 If you are interested in experimenting with the IFS you must purchase from
197 Microsoft a copy of the Windows 2003 SP1 IFS Kit.
199 http://www.microsoft.com/whdc/devtools/ifskit/default.mspx
202 STEP D. Configure NTBUILD.BAT.
204 The NTBUILD.BAT file copied to the OpenAFS base directory must be
205 customized for use on your development system. The following variables
206 must be defined to match your configuration:
208 AFSVER_CL: Set to 1200 if using MS Visual C++ 6.0
209 Set to 1300 if using MS Visual Studio .NET
210 Set to 1310 if using MS Visual Studio .NET 2003
211 Set to 1400 if using MS Visual Studio .NET 2005
213 MSVCDIR: Set to the short name version of the directory into which
214 the visual C++ compiler was installed regardless of version
216 MSVCDIR64: On AMD64 systems, set to the 64-bit visual C++ compiler
218 MSSDKDIR: Set to the short name of the directory into which
219 the Platform SDK was installed
221 NTDDKDIR: Set to the short name of the INC\WNET DDK directory
223 NTDDKDIR2: Set to the short name of the INC\CRT DDK directory
225 AFSROOT: Set to the short name of the OpenAFS Base directory. This
226 cannot be set to a UNC path.
228 SYS_NAME: One of "i386_w2k" or "amd64_w2k"
230 APPVER: 0x500 for Windows 2000 and above; 0x502 for AMD64 systems
232 _WIN32_IE: Must match APPVER
234 MSVCVer: Set to 8.0 if using Visual Studio 8
237 STEP E. Set version and installation options (optional)
239 Add a CellServDB file to install area. CellServDB contains the entries
240 for the various cell names. You can download a general purpose one
242 http://grand.central.org/dl/cellservdb/CellServDB
243 then copy it to %AFSROOT%\src\WINNT\install\NSIS and name it afsdcell.ini
245 Edit file %AFSROOT%\src\config\NTMakefile.i386_w2k
246 AFSPRODUCT_VER_MAJOR - Version Major Number
247 AFSPRODUCT_VER_MINOR - Version Minor Number
248 AFSPRODUCT_VER_PATCH - Version Patch Number
249 AFSPRODUCT_VER_BUILD - Version Build Number
250 CELLSERVDB_INSTALL - The default file name for the CellServDB
251 included in the install Package.
252 CELLNAME_DEFAULT - The default home cell name.
253 CELLSERVDB_WEB - The default web address to obtain CellServDB
255 For example: in the file %AFSROOT%\src\config\NTMakefile.i386_nt40 you would
258 AFSPRODUCT_VER_MAJOR=1
259 AFSPRODUCT_VER_MINOR=3
260 AFSPRODUCT_VER_PATCH=7400
261 AFSPRODUCT_VER_BUILD=0
262 CELLNAME_DEFAULT=openafs.org
263 CELLSERVDB_INSTALL=CellServDB.GrandCentral
264 CELLSERVDB_WEB=http://grand.central.org/dl/cellservdb/CellServDB
266 During the Open AFS installation process the user will be presented
267 with two choices for the CellServDB: Local copy (CELLSERVDB_INSTALL) and
268 one that can be downloaded from the web (CELLSERVDB_WEB).
270 STEP F. Begin the build
272 (1) From Windows 2000/XP/2003 open up a DOS prompt window.
274 (2) Change to the %AFSROOT% directory
276 (3) Configure the environment variables:
278 For a release build (SMB version):
280 (a) Execute the VCVARS32.BAT or VSVARS32.BAT file which part of the
281 Visual Studio environment you installed.
283 (b) Execute the SETENV.BAT file with the parameters "/2000 /RETAIL"
285 (c) Execute the NTBUILD.BAT file with the parameter "free"
287 For a release build (IFS version):
289 (a) Execute the VCVARS32.BAT or VSVARS32.BAT file which part of the
290 Visual Studio environment you installed.
292 (b) Execute the SETENV.BAT file with the parameters "/2000 /RETAIL"
294 (c) Execute the NTBUILD.BAT file with the parameter "free ifs"
296 For a debug build (SMB version):
298 (a) Execute the VCVARS32.BAT or VSVARS32.BAT file which part of the
299 Visual Studio environment you installed.
301 (b) Execute the SETENV.BAT file with the parameters "/2000 /DEBUG"
303 (c) Execute the NTBUILD.BAT file with the parameter "checked"
305 For a debug build (IFS version):
307 (a) Execute the VCVARS32.BAT or VSVARS32.BAT file which part of the
308 Visual Studio environment you installed.
310 (b) Execute the SETENV.BAT file with the parameters "/2000 /DEBUG"
312 (c) Execute the NTBUILD.BAT file with the parameter "checked ifs"
314 (4) Clean the work area:
316 nmake /f NTMakefile clean
318 (5) Build the complete Windows 2000/XP/2003 development environment.
320 nmake /f NTMakefile install
322 While the build is running you will see many compile warnings. This
323 behavior is normal; the build process is successful as long as the build
324 process doesn't terminate with an error ("nmake.exe return code 0x2")
325 and it displays 'Build Finished Successfully'.
327 (6) [IFS only] Open a DDK/IFS Build Environment command window, change
328 to the src\WINNT\afsrdr directory, and execute the "build" command.
331 STEP G. Install NSIS 2.07 (optional).
333 Download the Nullsoft Scriptable Installation System (NSIS) 2.07 from
335 http://nsis.sourceforge.net/home/
337 Run the nsis20.exe installer.
339 NOTE: The NSIS installer may be rebuilt from source files
341 C:\Program Files\NSIS\Source
343 to enable options not built into the default configuration. The
344 OpenAFS installers are built using a modified version of the NSIS
345 sources. The following changes were made to exehead\config.h.
347 NSIS_MAX_STRLEN set to 4096
348 NSIS_CONFIG_LOG defined
349 NSIS_CONFIG_LOG_ODS defined
352 STEP H. Build OpenAFS NSIS install package
354 From the %AFSROOT% directory execute:
356 nmake /f NTMakefile NSIS
359 STEP I. Install Wix MSI Installer
361 Download the Wix 2.0.2217.0 installer from
363 http://prdownloads.sourceforge.net/wix/sources-2.0.2217.0.zip
365 Apply the following patches to the source tree and execute
369 from the \src\wix directory.
371 Index: src/wix/Common.cs
372 ===================================================================
373 RCS file: /cvsroot/wix/wix/src/wix/Common.cs,v
374 retrieving revision 1.7
375 diff -w -r1.7 Common.cs
377 > public static long GetFileTimeFromDateTime(string dateTime)
379 > System.DateTime sdt = System.Xml.XmlConvert.ToDateTime(dateTime);
380 > return sdt.ToFileTime();
383 Index: src/wix/Compiler.cs
384 ===================================================================
385 RCS file: /cvsroot/wix/wix/src/wix/Compiler.cs,v
386 retrieving revision 1.14
387 diff -w -r1.14 Compiler.cs
389 < this.AddRegistryKey(sourceLineNumbers, null, MsiInterop.MsidbRegistryRootClassesRoot, String.Concat("CLSID\\", classId, "\\", context[i]), String.Empty, String.Concat("\"[!", fileServer, "]", argument == null ? String.Empty : " ", argument, "\""), componentId); // ClassId context
391 > this.AddRegistryKey(sourceLineNumbers, null, MsiInterop.MsidbRegistryRootClassesRoot, String.Concat("CLSID\\", classId, "\\", context[i]), String.Empty, String.Concat("\"[#", fileServer, "]", argument == null ? String.Empty : " ", argument, "\""), componentId); // ClassId context
393 > // if a Value attribute was given by itself, make this a type 19 custom action
394 > if( sourceBits == 0 && targetBits == MsiInterop.MsidbCustomActionTypeTextData )
396 > sourceBits = MsiInterop.MsidbCustomActionTypeSourceFile;
400 < minDate = attrib.Value;
402 > minDate = Common.GetFileTimeFromDateTime( attrib.Value ).ToString();
404 < maxDate = attrib.Value;
406 > maxDate = Common.GetFileTimeFromDateTime( attrib.Value ).ToString();
409 > switch (attrib.Value)
412 > events |= MsiInterop.MsidbServiceControlEventDelete;
415 > events |= MsiInterop.MsidbServiceControlEventUninstallDelete;
418 > events |= MsiInterop.MsidbServiceControlEventDelete | MsiInterop.MsidbServiceControlEventUninstallDelete;
424 Index: src/wix/Preprocessor.cs
425 ===================================================================
426 RCS file: /cvsroot/wix/wix/src/wix/Preprocessor.cs,v
427 retrieving revision 1.6
428 diff -w -r1.6 Preprocessor.cs
430 < context = new IfContext(context.IsTrue & context.Active, this.variables.ContainsKey(reader.Value.Trim()), IfState.If);
432 > context = new IfContext(context.IsTrue & context.Active, this.IsDefined(reader.Value.Trim()), IfState.If);
434 < context = new IfContext(context.IsTrue & context.Active, !this.variables.ContainsKey(reader.Value.Trim()), IfState.If);
436 > context = new IfContext(context.IsTrue & context.Active, !this.IsDefined(reader.Value.Trim()), IfState.If);
439 > throw new WixPreprocessorException(this.GetCurrentSourceLineNumbers(), this.PreprocessVariables(reader.Value));
441 > /// Returns true if the symbol exists.
443 > /// <param name="symbol">symbol name to check</param>
444 > /// <returns>true if symbol is defined</returns>
445 > private bool IsDefined(string symbol)
447 > if( symbol.StartsWith("env.") )
448 > return Environment.GetEnvironmentVariable(symbol.Substring(4)) != null;
449 > if( symbol.StartsWith("var.") )
450 > return this.variables.ContainsKey(symbol.Substring(4));
451 > if( symbol.StartsWith("sys.") )
452 > return this.systemVariables.ContainsKey(symbol.Substring(4));
453 > return this.variables.ContainsKey(symbol);
457 Index: src/wix/wix.csproj
458 ===================================================================
459 RCS file: /cvsroot/wix/wix/src/wix/wix.csproj,v
460 retrieving revision 1.4
461 diff -w -r1.4 wix.csproj
463 > RelPath = "Xsd\wix.xsx"
464 > DependentUpon = "wix.xsd"
465 > BuildAction = "None"
470 > RelPath = "Xsd\wixloc.xsx"
471 > DependentUpon = "wixloc.xsd"
472 > BuildAction = "None"
476 STEP J. Build Wix MSI install package
478 From the %AFSROOT% directory execute:
480 nmake /f NTMakefile wix
482 Make sure the binaries installed to \src\wix\release\ship are
483 available in the PATH environment variable
486 STEP K. Final Results
488 The build process generates its binaries in %AFSROOT%\DEST. The subdirectory
489 would look like the following:
491 %AFSROOT%\DEST\{checked,free}\
500 Bin - contains build utilities.
501 root.client - contains Open AFS binaries
502 root.server - contain Open AFS Server binaries
503 WinInstall\OpenAFSforWindows.exe - is the NSIS install package
504 WinInstall\openafs-en_US.msi - is the WiX MSI install package
507 STEP L. Optional Items
509 The build process has an error table that is compiled for many OpenAFS
510 applications. This table is generated by Unix based tools. It is not
511 normally necessary to modify this table so pre-generated source files
512 are included in the OpenAFS source. If you need to make modifications
513 in these areas the Unix base tools that run on Windows can be found on
514 the web. For example:
518 Below is a short explanation how to update the error table.
520 (1) Install flex and bison from a Unix based tool provider.
522 (2) Make changes to the source files.
524 There are two files in the source tree that are processed with lex
525 and yacc on UNIX systems, src/comerr/et_lex.lex.l and
526 src/comerr/error_table.y, that when processed produce the files
527 et_lex.lex_nt.c, error_table_nt.c, and error_table_nt.h.
529 Since NT does not include lex and yacc or any equivalent tools, we
530 have provided the output files that lex and yacc produce (using Win32
531 ports of flex and bison). This will allow builds to work for anyone
532 who does not need to change the .l and .y files.
534 If you do need to change et_lex.lex.l, then you will need to install
535 Win32 port of flex on your system. Put flex.exe in a directory on the
538 If you do need to change error_table.y, then you will need to install
539 a Win32 port of bison on your system. Put bison.exe in a directory on
540 the path, configure bison as explained in step 5, and rebuild.
542 You can also attempt to use other replacements for lex and yacc. This
543 will require modifying the LEX and YACC settings in
544 /config/NTMakefile.i386_nt40. If the replacements require different
545 command line options than flex and bison, then you may also need to
546 change src/comerr/NTMakefile.
548 (3) Generate new OpenAFS binaries