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Office Customization Tool in the 2007 Office system

Updated: October 22, 2012

Applies To: Office Resource Kit

Updated: 2012-10-22

In this article:

You use the Office Customization Tool (OCT) to customize an installation of the 2007 Microsoft Office system. The OCT is part of the Setup program and is the recommended tool for most customizations. You run the OCT by typing setup.exe /admin at the command line. The OCT is available only with volume licensed versions of the 2007 Office system. Office Standard 2007, Office Small Business 2007, Office Professional Plus 2007, and Office Enterprise 2007 are available for purchase through volume licensing. For more information, see How to buy the 2007 Microsoft Office suites (http://go.microsoft.com/fwlink/?LinkID=121942).

To determine if your 2007 Office suite installation is a volume licensed version, check the 2007 Office suite installation disk to see if it contains a folder named Admin. If the Admin folder exists, this disk is a volume license edition. If the Admin folder does not exist, this disk is a retail edition. For more information, see Microsoft Knowledge Base article 93141: How to determine whether you have a retail edition or a volume license edition of a 2007 Microsoft Office suite (http://go.microsoft.com/fwlink/?LinkId=149830).

When you run the OCT, you choose to create a new Setup customization (.msp) file or to open an existing .msp file. If you are creating a new file, the OCT displays a list of the products that are available on the network installation point. You must select a single product that you want to customize.

NoteNote:

The 2007 Office system release requires version 3.1 or later of Windows Installer on all computers that are running Office, including the computer that you use to run the OCT. For more information about Windows Installer 3.1, including where you can obtain it, see Microsoft Knowledge Base article 893803: Windows Installer 3.1 v2 (3.1.4000.2435) is available (http://go.microsoft.com/fwlink/?LinkId=143298).

Office has released OCT updates for 2007 Office system (SP2). To download the updates, see 2007 Office system (SP2) Administrative Template files (ADM, ADMX, ADML) and Office Customization Tool (http://go.microsoft.com/fwlink/?LinkId=144523). This download works with 2007 Office system applications, updated with 2007 Microsoft Office Suite Service Pack 2 (SP2) (http://go.microsoft.com/fwlink/?LinkId=144524). For more information about the OCT updates, see Administrative Template files (ADM, ADMX, ADML) and Office Customization Tool updates for the 2007 Office system.

Using the OCT, you customize Office and save your customizations in a Setup customization .msp file. You place the file in the Updates folder on the network installation point. When you install Office, Setup looks for a Setup customization file in the Updates folder and applies the customizations. The Updates folder can only be used for deploying software patches during an initial installation of the 2007 Office system.

ImportantImportant:

If you plan to deploy multiple Setup customization files (.msp files), you can place only one customization .msp file for each 2007 Office system product that you are installing in the Updates folder for an initial installation. You must deploy the rest of the customization .msp files for a product after the Office installation is complete. Only one Setup customization file per product in the Updates folder is supported. If you are deploying multiple 2007 Office system products, such as Microsoft Office Enterprise 2007 and Microsoft Office Visio Professional 2007, you can include one customization .msp file for Office Enterprise 2007 and one customization .msp file for Office Visio Professional 2007 in the Updates folder. The product customization .msp files that you place in the Updates folder will be deployed first. Therefore, they must include any Setup customizations that cannot be changed after the installation, for example, the installation location.

If you are deploying an initial installation of the 2007 Office system and you also want to deploy 2007 Office system software updates, such as service packs and hotfixes, Setup can apply the product updates as part of the installation process. You can place the 2007 Office system product updates in the Updates folder. In scenarios such as this where the Updates folder includes both one Setup customization .msp file and product updates, Setup applies only the Setup customization .msp file with the initial installation and the product updates are applied after the installation is completed.

As an alternative to placing the customization .msp file in the Updates folder, you can use the Setup command-line option /adminfile to specify the fully-qualified path of the location of the .msp file. For example, type: setup.exe /adminfile \\server\share\mychanges\custom.msp.

If you use a folder other than the Updates folder for your customization files, you can specify the folder's location in the Config.xml file by using the SUpdateLocation attribute of the SetupUpdates element. For more information, see Config.xml file in the 2007 Office system.

You can also use a Setup customization file to change an existing installation. Because a Setup customization file is an expanded form of a Windows Installer .msp file, you apply the customization file to the user's computer just as you would a software update. The user's existing Office installation is updated with your customizations. For example, if you change the installation states of some features to Not Available and apply the resulting customization file to an existing installation of Office, those features are removed from the user's computer. For more information about customizations to existing installations, see Change users' configurations after installing the 2007 Office system.

NoteNote:

Every time you save a customization file in the OCT, the tool updates the customization file’s patch sequencing number with the current computer date and time stamp and generates a new patch globally unique identifier (GUID). The OCT .msp files are applied chronologically according to their time stamp.

To illustrate the sequencing behavior, let us assume that you have created the following OCT .msp maintenance patches:

  1. An OCT .msp named "uninstall-access.msp" in which you set Microsoft Office Access 2007 to Not Available. This file is saved first so it has a lower patch sequence number and an older date and time stamp. This .msp file gets sequenced first and the Access feature is set to Not Available on users' computers.

  2. An OCT .msp named "install-access.msp" in which you set Access to Run All from My Computer. This file is saved last so it has a higher patch sequence number and a newer date and time stamp. This .msp file gets sequenced later than the first OCT .msp, "uninstall-access.msp"; therefore, the Access feature is set to Run All from My Computer on users' computers.

Some options in the OCT are applicable only on a new installation of Office. These options are identified in the OCT and in the OCT Help file. For example, you can use the Default installation path option to specify the folder where Office is installed on the user's computer; if a customization file is applied to an existing installation, however, the Default installation path option is ignored (you must uninstall and reinstall Office to change the installation location).

Select Save on the File menu to save the Setup customization file before you exit the OCT.

The OCT includes four sections: Setup, Features, Additional Content, and Outlook. Each section contains several pages of options. When you change an option on a page, the page name in the left pane changes to bold. If you open an existing Setup customization file, the bold page names indicate where options are customized.

The options shown in the following table are available in the OCT.

Setup

Use the Setup section to specify the following:

  • Default installation location

  • Default organization name

  • Additional network installation sources

  • Product key

  • End user license agreement

  • Display level

  • Previous versions of Office to remove

  • Custom programs to run during installation

  • Security settings

  • Setup properties

Installation location and organization name

Specify a default organization name and installation location for all users whose installation includes this Setup customization file.

  • Default installation path—This option specifies where Setup installs Office on the user's computer. You can use the predefined folder keyword [ProgramFilesFolder] to specify a path to standard folders in Microsoft Windows. The default path is [ProgramFilesFolder]\Microsoft Office. This option is recognized only when you first install Office on a user's computer. You cannot change the installation path without uninstalling and reinstalling Office.

  • Organization name—This name appears in the About box (Help menu) and on the banner pages of Office applications. The name you specify is used as the default company name for all users whose installation includes this customization file.

Additional network sources

Specify additional servers that have a copy of the network installation point.

Setup looks for servers in this list, in the order specified, if it is installing a feature on demand or repairing Office and the original network installation point is unavailable.

Click Add to add a source to the list. To edit a path, select a server from the list and click Modify. To remove a server from this list, select the server and click Remove. To change the order of the list, select a server and click the Move arrows to move the server up or down in the list.

NoteNote:

The OCT verifies all server paths and connects to any available servers during the initial installation process to load balance the file copy process while creating the local installation source (LIS). However, it is important to note that an unavailable source specified as an additional source does not cause the installation to fail.

Add/Modify Network Server Entry dialog box

In the Add/Modify Network Server Entry dialog box, enter the path to a network server and click OK.

You can use a UNC path or, if all users have access to the server with the same drive letter, you can use a drive letter in the path. The path can contain environment variables delimited by percent signs (%) if the variables are defined for all users.

For example:

z:\office

\\server1\share\office_root

%USERNAME%\office_root

Licensing and user interface

Enter the product key and accept the Microsoft Software License Terms on behalf of each user who installs Office with this Setup customization file. Set the user interface display level. These options are recognized by Setup only when you first install Office on a user's computer.

  • Product key—Enter a valid 25-character Volume License Key.

  • I accept the terms in the License Agreement—Select this check box to accept terms of your license agreement on behalf of the user.

    If Display Level is set to Basic or None and you supply a product key, Setup assumes that you also accept the license terms on behalf of the user. In this case, even if you do not select this check box, the user is not prompted to accept license terms either during installation or the first time an Office application runs.

  • Display level—Select the user interface displayed to users during installation. The options are:

    • Full - default—Setup runs interactively, displaying all of the user interface options and messages.

    • Basic—Setup displays the Welcome screen, prompts for the product key and license terms (if needed), and displays a progress bar and completion notice. No other options are presented to the user

    • None—Setup runs silently and displays no user interface.

      ImportantImportant:

      In enterprise deployments, it is recommended that you set Display level to None to ensure that Setup runs silently, to prevent prompting users to enter information, and to prevent the installation from waiting for any user interaction, including when files are in use. Setting Display Level to none assumes that the Suppress modal and Completion notice options are silenced and that the license terms is accepted. Administrators must also make sure that no Office applications are running during an installation of the 2007 Office system.

      If you set Display level to Basic and select the Suppress modal option, users may be prompted if there are any Office files in use. Setting Display level to None prevents prompting users in such cases. The Suppress modal option does not prevent files in use messages from displaying; only Display level set to None prevents their display.

  • Completion notice—Select this check box if you want Setup to display a message to the user when installation is complete.

  • Suppress modal—Select this check box if you do not want Setup to display error messages and other dialog boxes that might interrupt the installation. If you set Display level to Full, error messages and other dialog boxes display regardless of the state of this check box.

  • No cancel—Select this check box if you want to disable the cancel button (the X in upper-right corner). This setting only applies when Display level is set to Full or Basic.

NoteNote:

The Setup customization file (.msp) sets the licensing information only during the initial installation. For information about how to change the product key after installation, see Microsoft Knowledge Base article 895456: How to change the product key for Office XP, for Office 2003, and for the 2007 Office system on the Microsoft Help and Support Web site.

The preceding options are identical to the settings in the Config.xml file shown in the following table.

OCT option Config.xml setting

Product key

PIDKEY element

I accept the terms in the License Agreement

AcceptEula attribute of the Display element

Display level

Level attribute of the Display element

Completion notice

CompletionNotice attribute of the Display element

Suppress modal

SuppressModal attribute of the Display element

NoteNote:

If there are multiple products on the network installation point and you do not specify which product Setup is to install, Setup defaults to full display level when it prompts the user for a product, regardless of how you set Display level in the Setup customization file. You use the /config command-line option to specify which product to install. For more information, see Run Setup for the 2007 Office system on users' computers.

Remove previous installations

Specify previous versions of Microsoft Office applications to keep or remove. This option is only recognized by Setup when you first install Office on a user's computer.

By default, Setup removes previous versions of Office applications. To keep an installed Office application, select Remove the following earlier versions of Microsoft Office applications, select the Office application that you do not want to remove, click Details, and clear the check box.

NoteNote:

Microsoft Office Outlook 2007 cannot coexist with previous versions of Outlook. If you choose to keep previous versions, do not install Office Outlook 2007.

Add installations and run programs

Run additional executable programs before or after the Office installation is complete. Setup runs command lines in the order listed in the tool and does not complete the installation until all command lines are executed.

Click Add to add a program to the list. To modify a program, select the program and click Modify. To remove a program, select the program and click Remove. To change the order of programs in the list, select a program and click the Move arrows to move the program up or down in the list.

NoteNote:

Do not add a program that requires the computer to restart, unless it is the last program in the list. If a custom program restarts the computer, the Office installation is completed, but custom programs that appear later in this list do not run.

Command-lines entered in the Add Program Entry and Modify Program Entry dialog boxes or by using the Command element in the Config.xml file are intended to be used only for initial product installs and uninstalls. The Command element commands are processed only during initial installs and uninstalls. If Command element commands are used for customizations after the initial installation, they are ignored.

Add/Modify Program Entry dialog box

When you add or modify a program entry, you enter the following information in the Add/Modify Program Entry dialog box, and click OK.

  • Target—Enter the path and file name of the executable program.

  • Arguments—Enter a string of command-line options; for example, /q /path c:\temp.

  • Run this program after the Office product has been installed.—The program runs after the Office installation is complete. This is the recommended option. If the program does not terminate normally or if the program restarts the computer, the Office installation is not affected. However, programs further down the list do not run.

  • Run this program before the Office product has been installed.—The program runs before the Office installation starts. If the program does not terminate normally or if it restarts the computer, Office is not installed, and programs further down the list do not run.

In the Add/Modify Program Entry dialog box, you can include any of the following standard Windows folders in the path of the executable file.

Folder Description

[INSTALLLOCATION]

The folder in which Office is installed

[WindowsFolder]

Windows folder

[SystemFolder]

Windows System32 folder

[ProgramFilesFolder]

Program Files folder

[CommonFilesFolder]

Program Files\Common Files folder

[DesktopFolder]

Windows Desktop folder

[StartMenuFolder]

Windows Start menu

[ProgramMenuFolder]

Windows Start\Programs menu

Office security settings

Customize the security settings for Office applications.

NoteNote:

Security settings specified in a Setup customization (.msp) file become the default settings on users' computers; however, users can change the settings after installation. Use Group Policy to help lock down security settings. For information about enforcing Office settings with Group Policy, see Group Policy overview (2007 Office system), and Enforce settings by using Group Policy in the 2007 Office system.

Setting Description

Trusted Publishers

Manage the list that identifies trusted sources for digitally signed macros, add-ins, Microsoft ActiveX controls, and other executable code used by Office applications. Office applications share a certificate-based trusted sources list with Internet Explorer. Click Add to add a digital certificate (CER file). Adding the default Microsoft CER files ensures that all add-ins and templates are installed on users' computers with Office applications.

Trusted Locations

Manage the list that identifies locations from which any file can be opened without a check by the Trust Center security feature. Click Add to add a new location, enter the following information, and then click OK:

  • Application—Select the Office application that uses this location. This is supported by Microsoft Office Access 2007, Microsoft Office Excel 2007, Microsoft Office PowerPoint 2007, Microsoft Office Visio 2007, and Microsoft Office Word 2007.

  • Path—Enter the path of the trusted location. Enter a fully qualified path with drive letter or UNC path. The path can include environment variables.

  • Subfolders of this location are also trusted—Select this check box to include subfolders as trusted locations.

  • Description—Enter text to describe the purpose of the location.

    To remove a trusted location from this list, select the location and click Remove.

    NoteNote:

    When you specify one or more trusted locations here, the Trusted Locations list previously defined on the user’s computer is cleared and replaced by this list.

Remove all Trusted Locations written by OCT during installation

Clears the Trusted Locations list on the user's computer. Use this check box to clear the Trusted Locations list on the user's computer without adding new locations.

Default Security Settings

Set default security levels for add-ins, templates, and Office applications. You can set the following options for each Office application:

  • Allow trusted locations options

    • Allow trusted locations that are not on the user's computer

    • Allow Trusted Locations on the User's machine only (application default)

    • Disable all trusted locations. Only files signed by trusted publishers are trusted

  • Application extensions warnings options

    • Disable all application extensions

    • Require that application extensions are signed by a trusted publisher

    • Require that extensions are signed and silently disable unsigned extensions

    • Enable all installed Application Add-ins (application default)

  • VBA macro warnings options

    • Disable all VBA macros

    • Disable the Trust Bar warning for unsigned VBA macros (unsigned code is disabled)

    • Disable all VBA macros with notification (application default)

    • No security checks for VBA macros (not recommended, code in all documents can run)

  • Add-ins and templates (Microsoft Office Project 2007 only)

    • Trust all installed add-ins and templates

    • Do not trust installed add-ins and templates

  • Security level (Office Project 2007 only)

    • Very High—Only macros installed in trusted locations are allowed to run. All other signed and unsigned macros are disabled

    • High—Only signed macros from trusted sources are allowed to run. Unsigned macros are disabled.

    • Medium—Users can choose whether to run potentially unsafe macros

    • Low (not recommended)—Users are not protected from potentially unsafe macros

Unsafe ActiveX Initialization

Determine whether unsigned, and therefore potentially unsafe, ActiveX controls can initialize using persisted data, that is, data that is saved from one instance of the control to the next. The possible values are:

  • <do not configure>—Setup does not modify the setting specified on the user's computer. New applications are installed with the default setting, which is Prompt user to use persisted data.

  • Prompt user to use control defaults—The user is warned before an application initiates ActiveX controls that might be unsafe. If the user trusts the source of the document, the control is initialized using its default settings.

  • Prompt user to use persisted data—The user is warned before an application initiates ActiveX controls that might be unsafe. If the user trusts the source of the document, the control is initialized using persisted data.

  • Do not prompt—All unsigned ActiveX controls run without prompting the user. This setting provides the least protection and is not recommended.

  • Do not prompt and disable all controls—All unsigned ActiveX controls are disabled without prompting the user.

Modify Setup properties

Modify Setup properties that are applied during the Office installation. You can customize Setup properties only when you first install Office on a user's computer. Properties set in a customization file do not take effect if you apply the file to an existing installation.

To add a property, click Add. To modify a property that you have added, select the property and click Modify. To remove a property that you have added, select the property and click Remove.

For more information about properties and their values, see Setup properties in the 2007 Office system.

Add/Modify Property Value dialog box

When you add or modify a Setup property, enter the information shown in the following table in the Add/Modify Property Value dialog box, and then click OK.

Setting Description

Name

The property name. Property names must be all uppercase.

Value

The value of the property.

Features

Use the Features section to configure user settings and to customize which Office features are installed.

Modify user settings

Set the default values of Office application settings for users who install Office with this customization file.

NoteNote:

Using the OCT to configure user settings establishes the initial default values for the settings. Users can modify most of the settings after Office is installed. If you want to enforce user settings, use Group Policy. For more information, see Enforce settings by using Group Policy in the 2007 Office system and Group Policy overview (2007 Office system).

You can use the OCT to provide default user settings for the following Office applications:

  • Microsoft Office Access 2007

  • Microsoft Office Outlook 2007 Printing Assistant

  • Microsoft Office Excel 2007

  • Microsoft Office Groove 2007

  • Microsoft Office InterConnect 2007

  • Microsoft Office InfoPath 2007

  • Microsoft Office 2007 system

  • Microsoft Office OneNote 2007

  • Microsoft Office Outlook 2007

  • Microsoft Office PowerPoint 2007

  • Microsoft Office Project 2007

  • Microsoft Office Publisher 2007

  • Microsoft Office SharePoint Designer 2007

  • Microsoft Office Visio 2007

  • Microsoft Office Word 2007

The 2007 Office system (SP2) Administrative Template files (ADM, ADMX, ADML) and Office Customization Tool (http://go.microsoft.com/fwlink/?LinkId=144523) release includes updated OCT files and an Office Excel 2007 workbook (Office2007GroupPolicyAndOCTSettings.xls) that provides information about all of the 2007 Office system OCT settings (in OPA files) and Group Policy settings. For more information, see Administrative Template files (ADM, ADMX, ADML) and Office Customization Tool updates for the 2007 Office system.

To configure an option, expand the tree on the left, and click the user-interface element. Configurable settings associated with that element appear on the right. Double-click a setting, and select one of the options shown in the following table.

Setting Description

Not Configured

The setting remains as it is.

Enabled

The setting is modified based on your choices in the dialog box.

Disabled

The setting is disabled. Disabling an option may be different from not configuring the option. See the description of the specific option for more details.

Click Show all settings to display all available user settings. Click Show configured settings only to display only those settings that you have configured.

Select the Migrate user settings check box to preserve users' custom settings from a previous version of Office. If you modify user settings and also select this check box, Setup first applies the modified settings and then migrates the user's existing custom settings, overwriting any conflicting settings.

NoteNote:

When you click Enabled to view the options for a setting and click OK, Previous Setting, or Next Setting, the status changes to Configured, even if you do not change the setting. Inadvertently configuring the setting with an empty hyperlink, path, or file name can cause errors. If you clicked Enabled and want to ignore your changes or avoid configuring the setting, click Cancel. You can also return a setting to the Not Configured state by double-clicking the setting, selecting Not Configured, and clicking OK.

Set feature installation states

Customize how Office features are installed on the user's computer.

To change the installation state of a feature, click the feature and select the installation state. Some parent features consist of multiple child features. Click the plus sign (+) to the left of the parent feature to expand to view child features.

When you change the installation state of a feature, the name of the feature and the names of all its child features (if any) display in bold font, indicating that Setup will apply these changes to the installation. Features that do not display in bold font are installed using the default installation state. To remove a change, select the feature and select the Reset option or click Reset Branch.

The following feature installation states are typically available to users during Setup. Not all installation states are available for every feature. For example, if a feature contains a component that cannot be advertised, Installed on First Use is not included in the list of available installation states for that feature.

State Description

Run from My Computer

Setup copies files and writes registry entries and shortcuts associated with the feature to the user's hard disk. The application or feature runs locally.

Run All from My Computer

Same as Run from My Computer, except all child features that belong to the feature are also set to this state.

Installed on First Use

Setup leaves components for the feature and its child features in the local installation source until the user attempts to use the feature for the first time, at which time the components are installed. This is also known as an advertised feature.

Not Available

The components for the feature and the child features that belong to this feature are not installed on the computer.

NoteNote:

The Not Available installation state is reversible. When Not Available is set, a feature will not be installed. However, the feature can be installed locally later by using an .msp or a Config.xml file.

To unlock and install a feature locally, you can edit the Config.xml file to modify the OptionState element as described in the note for the Locked feature state description. For more information about the Config.xml file, see Config.xml file in the 2007 Office system.

You can also use the OCT to create an .msp file to install a feature locally. To do this, choose Set feature installation states in the navigation pane. In the details pane, select (right-click) a feature, and then set the feature installation state to Run All from My Computer. For more information, see Set feature installation states.

The following options also are available for each feature.

Option Description

Hidden

Setup does not display the feature in the feature tree during installation if Setup runs interactively. The symbol [H] is prepended to the feature name to indicate the feature is hidden.

NoteNote:

The Hidden option is not reversible. After it is set, a Hidden feature will not be displayed in the feature tree during or after installation. You cannot use another Config.xml file or apply a second .msp file after the initial installation to “unhide” a feature.

The feature remains hidden even if you opt to change your installation by using Programs and Features in Control Panel to change your installation.

It will also not be displayed in the Setup feature installation tree under the Add or Remove Features option for . Although the feature remains hidden, you can unlock the feature to install and run it locally later by using an .msp file or a Config.xml file.

Locked

The installation state you choose for this feature cannot be changed by the user during installation or in maintenance mode after is installed. The symbol [L] is prepended to the feature name to indicate the feature is locked.

NoteNote:

The Locked option is reversible. If you set the Locked option for a feature by using the OCT or the Config.xml file during initial installation, that feature can be unlocked and installed locally by using an .msp file or a Config.xml file at a later date.

For example, you can edit the Config.xml file to modify the OptionState element as shown in the following example. This adds the OptionState element line to install the feature (in this case, ) on a user's computer, and to set child features of the feature to the specified state.

  • To edit the Config.xml file to modify the OptionState element, open the Config.xml file in the core product folder (core_product_folder_name.WW folder, for example, ProPlus.WW) for the product that you are installing. Use a text editor tool, such as Notepad, to modify the file.

  • Locate the line in the Config.xml file that contains the OptionState element:

    <!-- <OptionState Id="OptionID" State="absent" Children="force" /> -->

  • Modify the OptionState element as follows and then save the Config.xml file:

    <OptionState Id=”ACCESSFiles” State=”local” Children=”force” />

For information about the OptionState element, see Config.xml file in the 2007 Office system.

You can also use the OCT to create an .msp file to install a feature locally. To do this, choose Set feature installation states in the navigation pane. In the details pane, select (right-click) a feature, and then set the feature installation state to Run All from My Computer. For more information, see Set feature installation states.

Reset

The feature is returned to its default installation state. This is the same as selecting the feature and clicking the Reset Branch button.

If you explicitly set a feature to its default state, the symbol [F] is prepended to the feature name to indicate that the feature will be forced into this state. This is useful if you are creating a Setup customization file to modify an existing installation. If you do not change the installation state of a feature, Setup does not change the feature on the user's computer. If you specify a change, including setting the feature to its default state, Setup ensures that the feature is set to that state on the user's computer.

When you change the installation state of a feature, Setup might change the installation state of a parent or child feature to match the installation state. For example, if you set a parent feature to Installed on First Use, but set a child feature to Run from My Computer, Setup also changes the state of the parent feature to Run from My Computer.

Setup does not display hidden features in the feature tree when users run Setup interactively. The feature is installed according to its defined installation state. Child features that belong to the hidden feature are also hidden.

TipTip:

The best use of the Hide setting is to simplify the feature tree for users. For example, you might hide the Office Tools branch of the feature tree so that users do not have to decide which tools they need. Only the tools that you select are installed.

If you set a feature to Not Available and hide the feature in the feature tree, users can still change the setting and install the feature by installing the parent feature or by running Setup in maintenance mode. For example, if you set the Name Smart Tag Plugin feature to Not Available and Hidden, users can still install the feature by setting the parent Smart Tags Plugins feature to Run All from My Computer.

If you want to help prevent users from installing hidden features, select the Not Available, Hidden, and Locked installation state. In this case, the feature or application is not installed and is not available in maintenance mode. Users cannot install the feature by changing the state of the parent feature. The only way to reverse the Not Available, Hidden, and Locked installation state after Office is installed is to use the OCT to create a Setup customization file that is configured to change the installation state of the feature. You then apply the customization file to the user's computer.

Additional content

Use this section to add or remove custom files, registry entries, and shortcuts during the installation.

Add files

Add files to users' computers when Office is installed.

To create a list of files to add to the user's computer during installation, click Add, select the file you want to add to the list, and click Add again. To change the destination path of a file, select the file in the Add custom files list and click Modify. To remove a file from the list, select the file and click Remove. You can use the SHIFT and CTRL keys to select multiple files at one time.

When you add files to an Office installation, note the following:

  • Files are copied into the Setup customization file when you save the customization file and exit the OCT. Large files increase the size of the customization file and the amount of time it takes to create the file.

  • If you revise a file that is currently included in the customization file, you must open the customization file with the OCT, remove the file from the Add files list, add the revised version, and save the customization file.

  • If the user removes, repairs, or reinstalls Office, the custom files are removed or reinstalled along with Office. Setup does not reinstall a custom file if the file has changed since installation.

File Destination Path dialog box

In the Destination path on the user's computer dialog box, enter the folder where you want to install the file on users' computers, and click OK.

You can select multiple files at one time by using the SHIFT and CTRL keys. These files will be associated with the same destination folder. You can use the special folder names shown in the following table in the destination path.

Folder Description

[INSTALLLOCATION]

The folder in which Office is installed

[ROOTDRIVE]

The local disk drive with the most free space

[ProgramFilesFolder]

Program Files folder

[CommonFilesFolder]

Program Files\Common Files folder

[WindowsFolder]

Windows folder

[SystemFolder]

Windows System32 folder

[PersonalFolder]

The user's My Documents folder

[AppDataFolder]

The user's Application Data folder

[NetHoodFolder]

The user's My Network Places folder

Remove files

Remove files from users' computers when Office is installed.

To create a list of files to remove from the user's computer during installation, click Add. To modify the path or name of a file, select the file in the Remove files list and click Modify. To remove a file from the list, select the file and click Remove. You can use the SHIFT and CTRL keys to select multiple files at one time.

NoteNote:

Files listed in the Remove files list are removed from the user's computer before files listed in the Add files list are installed. Therefore, you can delete existing files on a user's computer and replace them with new versions. If the target file on a user's computer is renamed or modified, an added file with the same name does not replace it.

File Path dialog box

In the File path dialog box, enter the path and file name of the file you want to add to the list of files to remove from the user's computer, and click OK.

The path must begin with a drive letter, a UNC path, or one of the special folders shown in the following table.

Folder Description

[INSTALLLOCATION]

The folder in which Office is installed

[ROOTDRIVE]

The local disk drive with the most free space

[ProgramFilesFolder]

Program Files folder

[CommonFilesFolder]

Program Files\Common Files folder

[WindowsFolder]

Windows folder

[SystemFolder]

Windows System32 folder

[PersonalFolder]

The user's My Documents folder

[AppDataFolder]

The user's Application Data folder

[NetHoodFolder]

The user's My Network Places folder

Add registry entries

Add or modify registry entries on users' computers when Office is installed.

To create a list of registry entries to add to users' computers, click Add. To change an entry in the list, select the entry and click Modify. To remove an entry from the list, select the entry and click Remove. Click Import to add a set of entries from a registry file (REG file). If an entry in the REG file duplicates an entry in the list, the OCT prompts you to choose whether to overwrite existing registry entries with entries in the REG file.

ImportantImportant:

Registry entries customized in this section might override settings customized elsewhere in the OCT. Use this section to customize options that cannot be set directly in the Office user interface and that are not configurable by using other methods in the OCT.

You should not use the Add registry entries section of the OCT to add registry-based policy keys (Group Policy-based registry keys). Configuring and distributing those settings in a customization patch (.msp file) to users is not supported, and the settings may not get applied correctly. Registry-based policy settings are settings that are stored in any of the four registry locations for Group Policy settings:

For user policy settings:

  • HKCU\Software\Policies

  • HKCU\Software\Microsoft\Windows\CurrentVersion\Policies

For computer policy settings:

  • HKLM\Software\Policies

  • HKLM\Software\Microsoft\Windows\CurrentVersion\Policies

The supported way to manage registry-based policy keys is to use Group Policy to apply the registry policy settings. Using Group Policy allows you to centrally manage client registry keys; use Group Policy to define configurations once and then rely on the operating system to enforce that state. Administrative Templates files are UNICODE text files that Group Policy uses to describe where registry-based policy settings are stored in the registry. All registry-based policy settings appear and are configured in Group Policy Object Editor under the Administrative Templates nodes. For more information about Group Policy for the 2007 Office system, see Group Policy overview (2007 Office system), Planning for Group Policy for the 2007 Office system, and Enforce settings by using Group Policy in the 2007 Office system.

Add/Modify Registry Entry dialog box

In the Add/Modify Registry Entry dialog box, enter the information shown in the following table for each registry entry, and then click OK.

Setting Description

Root

Select the branch that contains the entries you want to add or modify. Settings are applied once per user (HKEY_CURRENT_USER) or once per computer (HKEY_LOCAL_MACHINE). You cannot add registry entries to the root of HKEY_USERS or HKEY_LOCAL_MACHINE.

Data type

Select a data type for the registry value.

Key

Enter the name of the subkey where the entry is stored. For example, Software\Microsoft\Office\12.0\Common.

Create empty key

Select this check box if the registry entry does not contain a value name or value data. Some settings are determined by the presence or absence of the registry entry.

Value name

Enter a name for the new registry entry. If you include Value data but leave this field blank, the value is assigned the name <Default>. A key can have only one <Default> value name.

Value data

Enter the data (value) to store in the new registry entry. The data must match the data type.

Remove registry entries

Remove registry entries from users' computers when Office is installed.

To create a list of registry entries to remove from users' computers, click Add. To change an entry in the list, select the entry and click Modify. To remove an entry from the list, select the entry and click Remove.

To create a list of registry entries to remove from users' computers, click Add and enter the following information for each registry entry.

NoteNote:

If the user removes, repairs, or reinstalls Office, the custom registry entries are removed or reinstalled with Office.

Delete/Modify Registry Entry dialog box

In the Delete/Modify Registry Entry dialog box, enter the information shown in the following table for each registry entry, and then click OK.

Entry Description

Root

Select the branch that contains the entries you want to remove.

Key

Enter the full name of the subkey where the entry is stored. For example, Software\Microsoft\Office\12.0\Common.

Value name

Enter the name of the registry entry that you want to remove. Leave this field blank to remove the entire subkey, including all of its value entries.

Configure shortcuts

Add shortcuts to files installed with 2007 Office release or files that are already on the user's computer. You can configure shortcuts only when you first install Office on a user's computer. This option is ignored if you apply the Setup customization file to an existing installation.

Click Add to add a new shortcut. To modify a shortcut in the list, select the shortcut and click Modify. To remove a shortcut from the list, select the shortcut and click Remove.

Shortcuts with Yes in the Installed column are configured during installation. Shortcuts with No in this column are configured if the corresponding product is later installed.

NoteNote:

If you add a shortcut to a custom application or file, that shortcut is not updated or removed if the user modifies, repairs, reinstalls, or removes Office.

Add/Modify Shortcut Entry dialog box

In the Add/Modify Shortcut Entry dialog box, enter the information shown in the following table for the shortcut that you are creating or modifying, and then click OK.

Setting Description

Target

Specify the application associated with the shortcut by selecting a predefined application keyword or by entering the name and path of the file to which the shortcut will point. If you select an application keyword, the OCT automatically enters information in the remaining boxes. The names in the list correspond to features that you select on the Set feature installation states page of the OCT, plus any custom files that you add to the installation on the Add files page. If you enter a name and path and the name or path contains a space, you must enclose the entire string in double quotation marks (""). You can add command-line options for the application by using the Arguments field below.

Location

Specify the folder in which the shortcut is created by selecting a predefined folder keyword or entering the name and path to the location of the shortcut. You can specify a subfolder by appending a backslash (\) followed by the subfolder name. For example, to install the Microsoft Office Word 2007 shortcut in the Microsoft Office subfolder in the Programs folder in the Start menu, select [ProgramMenuFolder] and append the subfolder name as follows: [ProgramMenuFolder]\Microsoft Office.

You can use the following special folders for Location:

  • [StartMenuFolder]: Windows Start menu.

  • [ProgramMenuFolder]: Windows Start\Programs menu.

  • [StartupFolder]: Startup folder in the Windows Start\Programs menu.

  • [DesktopFolder]: Windows Desktop folder.

  • [INSTALLLOCATION]: The folder in which Office is installed.

  • [FavoritesFolder]: The user's Favorites folder.

  • [AppDataFolder]: The user's Application Data folder.

  • [NetHoodFolder]: The user's My Network Places folder.

Name

Enter any string to specify a name for the shortcut.

Start in

Enter a path to specify the default starting folder for the application. If you leave this box blank, the default folder is set to the folder where the target file resides. If the path is not valid on a user's computer, the user sees an error message when the user tries to use the shortcut.

Arguments

Enter optional arguments to pass to the application on the command line.

Shortcut key

Enter an optional keyboard shortcut for the application or file. The syntax for the shortcut key is:

[modifier+]VK_key

where modifier is SHIFT, CTRL, ALT, or EXT, and VK_key is a virtual key name (virtual key names, and hexadecimal key codes and descriptions are provided in the following table). The modifier is optional. You may specify more than one, in any order, separated by plus signs (+). If you use a modifier, it must precede the virtual key name. You must enter one virtual key name. Do not use spaces anywhere in the key definition.

For example,

CTRL+VK_F12

CTRL+SHIFT+VK_A

ALT+CTRL+VK_SNAPSHOT

Some key combinations, such as CTRL+ALT+VK_DELETE, may be used by the system or other processes. These combinations must not be used to launch the application on the user’s computer.

Run

Select the type of window in which the application or file should start (Normal window, Minimized, or Maximized).

Change Icon

Select a different icon for the shortcut.

The following table lists virtual key names and their corresponding hexadecimal key codes.

Virtual Key Name Key Code (Hex) Description

VK_0 – VK_9

30-39

Keys 0-9

VK_A – VK_Z

41-5A

Keys A-Z

VK_NUMPAD0 – VK_NUMPAD9

60-69

Keys 0-9 on the numeric keypad

VK_F1 ... VK_F24

70-87

Function keys F1-F24

VK_LBUTTON

01

Left mouse button

VK_RBUTTON

02

Right mouse button

VK_CANCEL

03

Control-break processing

VK_MBUTTON

04

Middle mouse button (three-button mouse)

VK_BACK

08

BACKSPACE key

VK_CLEAR

0C

CLEAR key

VK_RETURN

0D

ENTER key

VK_PAUSE

13

PAUSE key

VK_CAPITAL

14

CAPS LOCK key

VK_PRIOR

21

PAGE UP key

VK_NEXT

22

PAGE DOWN key

VK_END

23

END key

VK_HOME

24

HOME key

VK_LEFT

25

LEFT ARROW key

VK_UP

26

UP ARROW key

VK_RIGHT

27

RIGHT ARROW key

VK_DOWN

28

DOWN ARROW key

VK_SELECT

29

SELECT key

VK_EXECUTE

2B

EXECUTE key

VK_SNAPSHOT

2C

PRINT SCREEN key

VK_INSERT

2D

INS key

VK_DELETE

2E

DEL key

VK_HELP

2F

HELP key

VK_MULTIPLY

6A

Multiply key

VK_ADD

6B

Add key

VK_SEPARATOR

6C

Separator key

VK_SUBTRACT

6D

Subtract key

VK_DECIMAL

6E

Decimal key

VK_DIVIDE

6F

Divide key

VK_NUMLOCK

90

NUM LOCK key

VK_SCROLL

91

SCROLL LOCK key

Outlook

Use the Outlook section to customize the default Microsoft Office Outlook 2007 profile and set Office Outlook 2007 and Microsoft Exchange 2007 options.

Outlook Profile

Customize a user's default Outlook profile, which is the set of values in the Windows registry that defines user-specific information. An Outlook profile can contain multiple e-mail accounts. Users can have multiple Outlook profiles, but you can configure only one profile in the Setup customization file.

Setting Description

Use existing profile

Use the profile already configured on the user’s computer, or prompt the user to create a profile the first time Outlook starts.

Modify profile

Modify the default profile on the user’s computer, or define changes to profiles with a name you specify. If no default profile exists or there is no profile by the name that you specify, Outlook creates a profile based on the options you choose in the other Outlook sections of the OCT. Outlook uses the default profile name (custom12.prf) or uses the profile name you specify.

New profile

Create a new profile on the user’s computer and make it the default profile. Existing profiles are not removed and remain available to users. You must enter a name in the Profile name box. This name appears in the E-mail Accounts dialog box in Outlook. Outlook creates the profile based on the options you choose in the other Outlook sections of the OCT.

Apply PRF

Import an Outlook profile file (PRF file) to define a new default profile. Selecting this option does not update the OCT with the settings in the PRF file. You can use any profile created for Office Outlook 2007. Enter a name and path for the profile in the Apply the following profile (PRF file) box. If you created a PRF file for a previous version of Outlook, you can import it to Office Outlook 2007 if the profile defines only MAPI services.

If you install Office on locked-down computers where the users do not have administrative rights, users cannot configure their Outlook profile after Office is installed.

Specify Exchange Settings

Configure users' Microsoft Exchange settings in a new or modified Outlook profile.

Exchange Server connection

Configure an Exchange Server connection for new or existing profiles.

Setting Description

Do not configure an Exchange Server connection

Prompt the user for profile and account information the first time Outlook starts, unless a profile already exists on the computer.

Configure an Exchange Server connection

Configure settings for a new Exchange Server connection or replace the settings in an existing Exchange Server connection. Enter the following information:

  • User Name—Identify the user with a specific value or replaceable parameter. If you specify the default %USERNAME%, Outlook uses the user's exact logon name, rather than prompting the user with possible variations when Outlook starts.

  • Exchange Server—Enter the name of an Exchange server that is likely to be available when users start Outlook. When a user starts Outlook for the first time, Outlook replaces this value with the user’s correct Exchange server. Provide only a literal server name in this text box; for example, Exch-2-Srvr. Do not include backslashes (\\) or similar syntax.

  • Overwrite existing Exchange settings if an Exchange connection exists—Select this option to replace an existing Exchange Server account in the user’s profile with this account.

Cached Exchange Mode

Use the following options to configure users' Outlook profiles to use a local copy of the Exchange mailbox.

Option Description

Do not configure Cached Exchange Mode

By default, Exchange mailboxes are accessible from the Exchange server, rather than being cached on users’ computers in an Offline Store file (OST file).

Configure Cached Exchange Mode

Create an OST file or use an existing OST file. Users work with a local copy of their Exchange mailbox. If you select Use Cached Exchange Mode, you can configure Cached Exchange Mode for users with the following options:

  • Download only headers—Download copies of headers only from users’ Exchange mailboxes.

  • Download headers followed by the full item—Download copies of headers from users’ Exchange mailboxes and download copies of messages.

  • Download full items—Download copies of full messages (headers and message bodies) from users’ Exchange mailboxes.

  • On slow connections, download only headers—When a slow network connection is detected, download copies of headers only from users’ Exchange mailboxes.

  • Download shared non-mail folders—Download shared non-mail folders.

  • Download Public Folder Favorites—Download the list of Public Folder Favorites.

More Exchange Server Settings

Configure Exchange Server offline use options and the Outlook Anywhere feature. For complete information on how to configure these settings, see Configure Cached Exchange Mode in Outlook 2007 in the 2007 Microsoft Office Resource Kit.

Add Accounts

Include new Outlook e-mail accounts in the user’s profile.

Select the Do not customize Outlook profile and account information option if you do not want to add accounts to a new or modified Outlook profile.

Select the Customize additional Outlook profile and account information option to specify new account information in a new or modified Outlook profile. The first time the user starts the application, Outlook creates a profile based on information you specify.

Click Add to add a new account to the list. To modify an account in the list, select the account and click Modify. To remove an account from the list, select the account and click Remove.

You can also specify the following:

  • Deliver new mail to the following location—When you configure an Exchange server or add a Personal Folders file (PST file), select this option to specify a delivery location for new e-mail messages. The default location is the Exchange server, if one is configured; otherwise, the location defaults to the PST file on the user’s computer.

  • Default e-mail account—Select the account that is the default e-mail account for users.

Add Account and Account Settings dialog box

If you are adding a new account, select the type of account to add and click Next.

In the <account type> Settings dialog box, set the options that are appropriate for the type of account you are adding or modifying, such as account name, user name, mail server, and e-mail address. Click More Settings for additional configuration options. Click Finish when you are done.

To ensure that e-mail services do not overlap, Outlook might not allow you to add more than one new account for the same type of service. For example, Outlook verifies that all POP accounts have unique names. The following table shows how Outlook determines whether a new account of the same type as an existing account can be added to the Setup customization file.

Account type Add duplicate account? Data used to determine whether conflict exists

POP3

Yes

Account name

IMAP

No

Account name

Hotmail or HTTP

No

Account name

PST

No

File name and path to PST file

Unicode PST

No

File name and path to Unicode PST file

Outlook Address Book

Yes

Existence of account

Personal Address Book

Yes

Existence of account

LDAP

No

Account name

Exchange

Yes

Existence of provider

Remove Accounts and Export Settings

Remove existing e-mail accounts or export settings to a PRF file.

Under Remove the following accounts if they exist, select Lotus cc:Mail or Microsoft Mail to remove these accounts from users' computers when Outlook first starts.

Click the Export Profile Settings button to save the Outlook profile settings you have defined in a PRF file.

TipTip:

An efficient way to create an Outlook PRF file is to use the OCT to make your selections and then export them to a PRF file, even if you are not using a Setup customization file when you deploy Office. You can edit the PRF file to make additional customizations that are not exposed in the OCT. For example, you can add an e-mail provider that is not listed in the OCT.

Specify Send/Receive Groups

Define Send/Receive groups for Exchange accounts and folders, and specify the tasks that are performed on each group during a Send/Receive in Outlook. A Send/Receive group contains a collection of Outlook accounts and folders. You can specify different options for Send/Receive groups when Outlook is online and offline.

Option Description

Do not configure Send/Receive settings

Do not configure settings for Send/Receive groups. Outlook is configured with only the All Accounts group and its default settings. (If users have created additional groups, those groups migrate when users upgrade to Office Outlook 2007.)

Configure Send/Receive settings

Configure settings for Send/Receive groups (Exchange accounts and folders only). Click New to create a new group of accounts and folders.

  • Click New to create a new group of accounts and folders.

  • Click Modify to specify or redefine options for a Send/Receive group.

  • Click Rename to change the name of an existing Send/Receive group.

  • Click Remove to remove an existing Send/Receive group.

New Exchange Group dialog box

Enter the name of the Exchange send/receive group you are creating in the New Group Name box and click OK.

Modify Group dialog box

When you modify a group, select from the following options in the Modify Group dialog box and click OK.

Select the options shown in the following table under Select options for this Send/Receive group.

Option Description

Send mail items

Send mail items from the Outbox when you execute a Send/Receive for this group.

Receive mail items

Receive mail items when you execute a Send/Receive for this group.

Make folder home pages available offline

Refresh the content in folder home pages when you execute a Send/Receive for this group.

Synchronize forms

Synchronize forms when you execute a Send/Receive for this group.

Under Change folder options for this Send/Receive group, select a folder and provide the information shown in the following table.

Option Description

Include this folder in Send/Receive

Add this folder to the set of folders that are updated during a Send/Receive for this Send/Receive group, and select from the following options:

  • Download headers only—Download only headers for this folder when you update by executing a Send/Receive for this Send/Receive group.

  • Download complete item including attachments—Download entire e-mail messages (or other items) for this folder when you update by executing a Send/Receive for this Send/Receive group.

  • Download only headers for items larger than—When items are larger than the specified size, download only the header for the item. This setting applies to only this folder when you update by executing a Send/Receive for this Send/Receive group.

Rename Exchange Group dialog box

Enter the new name of the Exchange send/receive group in the New Group Name box and click OK.

Modify Address Book Settings dialog box

Configure the default way in which Outlook updates the offline address book. Select from the following options:

  • Download changes since last Send/Receive—Outlook downloads only the changes that were made to the address book since the last Send/Receive. This generally takes less time to download than downloading the entire address book.

  • Full Details—When the address book is downloaded, Outlook copies all of the details for each entry.

  • No Details—When the address book is downloaded, Outlook copies only essential information, such as the name and email address for each entry. This takes less time to download, but address details are not included in the offline address book.

Send/Receive settings for the selected group

Specify settings for the Send/Receive group selected in the list. The name of the selected group appears in the option label. You can specify different settings for when Outlook is online or offline.

  • When Outlook is Online

    • Include this group in Send/Receive—Execute a Send/Receive action on this group when the user clicks Send/Receive.

    • Schedule an automatic Send/Receive every n minutes—Choose the interval between each Send/Receive action.

    • Perform an automatic Send/Receive when exiting—Automatically execute a Send/Receive action for this group when the user exits Outlook.

  • When Outlook is Offline

    • Include this group in Send/Receive—Execute a Send/Receive action on this group when the user clicks Send/Receive.

    • Schedule an automatic Send/Receive every n minutes—Choose the interval between each Send/Receive action.

  • Exchange Address Book

    • Download offline address book—Download the offline address book when the user clicks Send/Receive.

    • Click Address Book Settings to open the Modify Address Book Settings dialog box. You can select Download changes since last Send/Receive to download only updates to the address book since the last download. You can also choose to download Full Details or No Details.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See Also

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