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Deploy Office Professional Plus for Office 365 (Office 2010)

 

Topic Last Modified: 2012-08-24

You deploy Microsoft Office Professional Plus for Office 365 by downloading it from the Office 365 Portal and then deploying it to one or more workstations in your organization’s network. Deployment can take place either directly from the Office 365 Portal or from a copy of Office Professional Plus for Office 365 that you download to a network share. You can also customize the settings for the copy that is downloaded to the network share.

noteNote
Unlike managed volume-licensed environments, Office Professional Plus for Office 365 cannot use Microsoft Application Virtualization (App-V) or Windows Server 2008 Terminal Services as deployment options. Because Office Professional Plus for Office 365 is based on the Retail SKU, you cannot install it on a terminal server.

In this article:

To install Office Professional Plus for Office 365, users must have one of the following operating systems:

  • Windows 7 (32-bit or 64-bit editions)

  • Windows Vista with Service Pack 1 (SP1) (32-bit or 64-bit editions)

  • Windows XP with Service Pack 2 (SP2) or Service Pack 3 (SP3) (32-bit or 64-bit editions)

  • Windows Server 2008

noteNote
Before they can complete an installation of Office Professional Plus for Office 365 small business, each user must have a user ID. If users are installing the enterprise version of Office Professional Plus for Office 365, the option to use single sign-on and Active Directory synchronization is available. For more information, see User authentication methods in Office Professional Plus for Office 365 Overview (Office 2010).
importantImportant
Users are prompted to activate Office Professional Plus for Office 365 and must provide their own credentials. Administrators cannot activate Office Professional Plus for Office 365 for users by using users' credentials (user names and passwords).
If you set up Office Professional Plus for Office 365 for imaging, additional activation instructions apply:
  • You don’t have to do anything with product keys.

  • Dismiss the sign-in prompts. Do not sign in. From the date of installation, the Office out-of-box grace period allows you 30 days in which to create the image.

  • As with volume-licensed installations of Office, run ospprearm.exe before you create the image so that the 30-day timer starts only after the user runs Office for the first time. For more information, see Rearm the Office 2010 installation in Deploy volume activation of Office 2010. For more information about imaging volume-licensed installations of Office, see Configure Office 2010 for capturing an image.

  • When the user restarts the imaged computer, they are prompted to sign in with their Office 365 user name and password to activate Office. This is a required step for the user. There is no way for the administrator to customize the boot-up process to let users avoid signing in.

You can deploy Office Professional Plus to users “out-of-the-box” as it is set up in the Office 365 portal (http://go.microsoft.com/fwlink/p/?LinkID=212232).

Each user can download a copy of Office Professional Plus for Office 365 from the Office 365 portal (http://go.microsoft.com/fwlink/p/?LinkID=212232) directly to the user's computers (up to five computers maximum). The default settings from the portal download provide functionality and administration capability that require little or no assistance from you.

importantImportant
Users must have administrator permissions for the computers on which they install Office Professional Plus and Lync 2010. When you sign up for Office Professional Plus for Office 365, you are designated as the administrator. The administrator has access to all features in the administration center, including the ability to assign administrator permissions (in small businesses) and administrator roles (in enterprises) to others. For more information, see Assigning administrator permissions (http://go.microsoft.com/fwlink/p/?LinkID=221797) and Assigning administrator roles (http://go.microsoft.com/fwlink/p/?LinkID=221798).

To deploy Office Professional Plus for Office 365 directly from the Office 365 portal (http://go.microsoft.com/fwlink/p/?LinkID=212232), follow these steps:

  1. Go to the Office 365 signup page. Sign up to create your Office 365 tenant and set up user accounts. For more information, see User authentication methods in Office Professional Plus for Office 365 Overview (Office 2010).

    When the signup steps are finished and the tenant is created, you and the users are notified by an e-mail message that the user accounts are set up. Each user account is given a temporary password.

  2. Sign in at the Office 365 portal (http://go.microsoft.com/fwlink/p/?LinkID=212232) and change the temporary password. This is your user ID. If required, sign in again with your new password.

  3. Notify the users to follow these steps:

    1. On the Home page, under Resources, click Downloads.

    2. On the Downloads page, under Install Microsoft Office Professional Plus, select your language and the Office Professional Plus for Office 365 version, either 32-bit or 64-bit.

      importantImportant
      You can install the 64-bit version of Office Professional Plus for Office 365 only on a 64-bit operating system. The 32-bit version is the recommended option for most situations, because it prevents potential compatibility issues with other 32-bit applications, specifically third-party add-ins that are available only for 32-bit operating systems. For more information, see Deployment considerations in the article 64-bit editions of Office 2010.
    3. Click Install. When prompted, run MicrosoftOffice.exe directly from the portal, or save MicrosoftOffice.exe to a folder on your hard disk drive and then run the file from the folder.

    4. After Office Professional Plus for Office 365 is installed, the Microsoft Online Services Sign In Assistant Required dialog box appears. Click Accept and Install to install the Microsoft Online Services Sign In Assistant.

    5. When the Sign In dialog box appears, sign in with your user ID. If you have a valid subscription, the Subscription Verified dialog box appears. Click Close.

  4. If your subscription includes Lync 2010, on the Downloads page, under Install Microsoft Lync 2010, follow these steps:

    1. Select your language, and the Lync 2010 version, either 32-bit or 64-bit.

      importantImportant
      You can install the 64-bit version of lyncsetup.exe only on a 64-bit operating system.
    2. Click Install. When prompted, run lyncsetup.exe directly from the portal, or save lyncsetup.exe to a folder on your hard disk drive and then run the file from the folder.

  5. On the Downloads page, under Set up and configure your Office desktop apps (Microsoft Office 365 desktop setup), click Set up.

  6. Sign in when the Microsoft Office 365 Desktop Setup dialog box appears. If required, click Accept to accept the End User License Agreement (EULA).

  7. On the Configure desktop applications and install updates page, select the checkboxes for the applications that you want configured. Click Continue.

  8. Click I accept to accept the service agreements. The Microsoft Office 365 desktop setup installs the updates and configures the applications.

  9. Open an Office Professional Plus application. The Manual steps required dialog box lets you know that there are some manual steps that you must finish. When you complete these steps, click Finish.

    Your Office Professional Plus installation is now finished.

If you are concerned about network traffic, you can download a single copy of the Office Professional Plus for Office 365 installation file from the Office 365 portal (http://go.microsoft.com/fwlink/p/?LinkID=212232) to a network share and make the installation file available to users. Your users will need little or no assistance from you to finish the installation.

importantImportant
Users must have administrator permissions for the computers on which they install Office Professional Plus and Lync 2010. When you sign up for Office Professional Plus for Office 365, you are designated as the administrator. The administrator has access to all features in the administration center, including the ability to assign administrator permissions (in small businesses) and administrator roles (in enterprises) to others. For more information, see Assigning administrator permissions (http://go.microsoft.com/fwlink/p/?LinkID=221797) and Assigning administrator roles (http://go.microsoft.com/fwlink/p/?LinkID=221798).

To deploy Office Professional Plus for Office 365 from a network share, follow these steps:

  1. Go to the Office 365 signup page. Sign up to create your Office 365 tenant and set up your user accounts. For more information, see User authentication methods in Office Professional Plus for Office 365 Overview (Office 2010).

    When you complete the signup steps and create your tenant, you and the users will be notified by an e-mail message that their user accounts are set up. Each user account is given a temporary password.

  2. Sign in at the Office 365 portal (http://go.microsoft.com/fwlink/p/?LinkID=212232), and then change your temporary password. This is your user ID. If required, sign in again with your new password.

  3. On the Home page, under Resources, click Downloads.

  4. On the Downloads page, under Install Microsoft Office Professional Plus, select your language and the Office Professional Plus version, either 32-bit or 64-bit.

    importantImportant
    You can install the 64-bit version of Office Professional Plus only on a 64-bit operating system. The 32-bit version is the recommended option for most situations, because it prevents potential compatibility issues with other 32-bit applications, specifically third-party add-ins that are available only for 32-bit operating systems. For more information, see Deployment considerations in the article 64-bit editions of Office 2010.
  5. Click Install. When prompted, save MicrosoftOffice.exe to a network share.

  6. If your subscription includes Lync 2010, on the Downloads page, under Install Microsoft Lync 2010, follow these steps:

    1. Select your language, and the Lync 2010 version, either 32-bit or 64-bit.

      importantImportant
      You can install the 64-bit version of lyncsetup.exe only on a 64-bit operating system.
    2. Click Install. When prompted, save lyncsetup.exe to the network share.

  7. Notify users to follow these steps:

    1. Sign in at the Office 365 portal (http://go.microsoft.com/fwlink/p/?LinkID=212232) and change your temporary password. The new password is your user ID. If required, sign in again with your new password.

    2. Run MicrosoftOffice.exe from the network share. After Office Professional Plus is installed, the Microsoft Online Services Sign In Assistant Required dialog box appears. Click Accept and Install to install the Microsoft Online Services Sign In Assistant.

    3. When the Sign In dialog box appears, sign in with your user ID. If the subscription is valid, a Subscription Verified dialog box appears. Click Close.

    4. If your subscription includes Lync 2010, run lyncsetup.exe from the network share.

    5. On the Downloads page, skip the first two sections and go to Set up and configure your Office desktop apps (Microsoft Office 365 Desktop Setup), and then click Set up.

    6. Sign in when the Microsoft Office 365 Desktop Setup dialog box appears. If required, click Accept to accept the End User License Agreement (EULA).

    7. On the Configure desktop applications and install updates page, select the checkboxes for the applications that you want configured. Click Continue.

    8. Click I accept to accept the service agreements. The Microsoft Office 365 desktop setup installs the updates and configures the applications.

    9. Open an Office Professional Plus application. The Manual steps required dialog box lets you know that there are some manual steps to finish. When you complete these steps, click Finish.

    Office Professional Plus installations are now finished.

This deployment option enables you to take advantage of your Active Directory and Group Policy infrastructure. In managed environments, you can customize Office Professional Plus before you deploy Office Professional Plus for Office 365 to users in your organization. Use one of the following tools:

  • Office Customization Tool

  • Config.xml file

  • Group Policy

The Office Customization Tool (OCT) is the primary customization tool for Office 2010 and the 2007 Office system. The OCT is part of the Setup program and is included in volume licensed editions of Office 2010 and the 2007 Office system). Unlike the volume licensed editions of Office 2010, the Office Professional Plus for Office 365 version does not include the OCT. You can download the latest version of the OCT and OCT settings files from the Microsoft Download Center: Office 2010 Administrative Template files (ADM, ADMX/ADML) and Office Customization Tool (http://go.microsoft.com/fwlink/p/?LinkId=189316). The download package includes an \Admin folder that contains the OCT and OCT files (.opax and .opal files).

You use the OCT to create a Setup customization (.msp) file to customize the Office installation. You can deploy the customized Office package by using managed deployment tools such as System Center Configuration Manager (SCCM) or Microsoft Deployment Toolkit (MDT). For information about SCCM, MDT, and other Office deployment tools, see Tools for Office 2010. For more information about the OCT, see Office Customization Tool in Office 2010 (http://go.microsoft.com/fwlink/p/?LinkId=212778).

noteNote
In Office 2010, there are two architecture-specific versions of the OCT: one for 32-bit Office 2010 and one for 64-bit Office 2010. The 64-bit version of the OCT supports 64-bit client editions of Office 2010, and provides the same user interface, capabilities, and configurable settings as the 32-bit version.
The Office 2010 Administrative Template files (ADM, ADMX/ADML) and Office Customization Tool (http://go.microsoft.com/fwlink/p/?LinkId=189316) download page includes these options: AdminTemplates_32.exe, which provides the 32-bit version of the OCT, and AdminTemplates_64.exe, which provides the 64-bit version of the OCT. The download page also includes an Excel 2010 reference, Office2010GroupPolicyAndOCTSettings_Reference.xls, which lists all the OCT and Group Policy user settings.

To use the OCT for Office Professional Plus for Office 365, the Office 365 tenant administrator must follow these steps:

  1. Perform steps 1 through 6 in Deploying Office Professional Plus from a Network Share.

  2. Create a network installation point for the Office Professional Plus source files, as explained in Network share. For example: \\server\OfficeProPlus\Source

    Copy the MicrosoftOffice.exe file to the \\server\OfficeProPlus folder in this example, and then extract the files. In this example, to extract the files, type the following at the command prompt:

    MicrosoftOffice.exe /extract:"c:\OfficeProPlus\Source"

  3. Download the OCT from the download page, Office 2010 Administrative Template files (ADM, ADMX/ADML) and Office Customization Tool (http://go.microsoft.com/fwlink/p/?LinkId=189316). For example, download the 32-bit version of the OCT files, by clicking Download for the AdminTemplates_32.exe file, and save the file to your local computer. To use the 32-bit version of the files, double-click the AdminTemplates_32.exe program file on your hard disk to start the Setup program, and follow the instructions on the screen to finish the installation.

  4. Copy the whole \Admin folder to the root of the folder that contains the Office Professional Plus source files, \\server\OfficeProPlus\Source in this example.

  5. From the root of the network installation point that you created in this example, \\server\OfficeProPlus\Source, run the following command line to start the OCT:

    \\server\OfficeProPlus\Source\setup.exe /admin

  6. Customize Office and save your customizations in a Setup customization .msp file. Place the file in the Updates folder on the network installation point (in this example, \\server\OfficeProPlus\Source).

  7. Have the users perform the sub-steps of step 7 in Deploying Office Professional Plus from a Network Share, running setup.exe (at the root of the network installation point) instead of MicrosoftOffice.exe.

noteNote
Office Professional Plus for Office 365 activation uses per user monthly licenses. Do not use the OCT Licensing and user interface section to set product keys. Office Professional Plus for Office 365 relies on user account status and not IT managed software keys.

For more information, see Office Customization Tool in Office 2010 (http://go.microsoft.com/fwlink/p/?LinkId=212778), and Customize Office 2010 (http://go.microsoft.com/fwlink/p/?LinkId=212779).

The Config.xml file is used to specify installation options, and it runs only during setup. The Config.xml file that is stored in the core product folders (core_product_folder_name.WW folder such as ProPlusSub.WW for Office Professional Plus 2010) directs Setup to install that product. To edit the Config.xml file, use a text editor such as Notepad. You can use the Config.xml file for customizations such as the following:

  • Setup options that include logging, and the location of the Setup customization file and software updates.

  • Options that enable you to specify how individual product features are to be handled during installation.

  • The fully qualified domain name (FQDN) for the path of the network installation point from which the installation is to run.

importantImportant
If you use both an OCT Setup customization (.msp) file and the Config.xml to customize the installation, the settings that you specify in Config.xml take precedence over those in the Setup customization file.
noteNote
Product identifier (PID) key options are not supported for customizations of Office Professional Plus for Office 365.

To use the Config.xml file to customize the Office Professional Plus for Office 365 installation, the Office 365 tenant administrator must follow these steps:

  1. Perform steps 1 through 6 in Deploying Office Professional Plus from a Network Share.

  2. Create a network installation point for the Office Professional Plus source files in Office Professional Plus for Office 365 Overview (Office 2010). For example: \\server\OfficeProPlus\Source. Copy the MicrosoftOffice.exe file to the \\server\OfficeProPlus folder in this example, and then extract the files.

    To extract the files, run the MicrosoftOffice.exe file in the \\server\OfficeProPlus folder in this example with the /Extract:[extract folder path] switch. For example, type the following at the command prompt:MicrosoftOffice.exe /extract:"c:\OfficeProPlus\Source"

  3. Edit the Config.xml file in the ProPlusSub.WW folder by using a text editor such as Notepad. Save the file when the changes are finished.

  4. Have the users perform the sub-steps of step 7 in Deploying Office Professional Plus from a Network Share, running setup.exe (at the root of the network installation point) instead of MicrosoftOffice.exe.

noteNote
If you saved your customized Config.xml file to a location other than the ProPlusSub.WW folder, you must point to that location by running setup.exe /config [path], where [path] is an FQDN path.

For more information about Config.xml, see Config.xml file in Office 2010 (http://go.microsoft.com/fwlink/p/?LinkId=212787).

You can use Group Policy to apply configurations or policy settings for users and computers that run Microsoft Office 2010 in an Active Directory directory service environment. For example, you can use Group Policy to change the default location where files are stored, disable commands, keyboard shortcuts, and menu items, and configure settings that are related to security, accessibility, compatibility, and more.

Group Policy settings are contained in Group Policy objects (GPOs), which are linked to selected Active Directory Domain Services (ADDS) containers — sites, domains, or organizational units (OUs). The settings within GPOs are evaluated by the affected targets by using the AD DS hierarchical container structure.

The Office 2010 policy settings are contained in Administrative Template (.adm or .admx and .adml) files. You can download these files from the Office 2010 Administrative Template files (ADM, ADMX/ADML) and Office Customization Tool (http://go.microsoft.com/fwlink/p/?LinkId=189316) page in the Microsoft Download Center. For information about how to load the Administrative Templates and create and configure Group Policy Objects (GPOs), see Use Group Policy to enforce Office 2010 settings (http://go.microsoft.com/fwlink/p/?LinkId=212784).

To create Group Policy settings for Office 2010 faster, you can use the Microsoft Office 2010 Security Baseline that is available for use with the Microsoft Security Compliance Manager. For more information, see Microsoft Office 2010 Security Baseline and Microsoft Security Compliance Manager (http://go.microsoft.com/fwlink/p/?LinkId=213953).

After users install Office Professional Plus, direct them to install and run the Microsoft Office 365 desktop setup to connect Office Professional Plus 2010 for Office 365 desktop applications to Office 365. For Office 365, you install the Microsoft Office 365 desktop setup through step 3 on the Downloads page. If you have administrative rights, the Microsoft Office 365 desktop setup also downloads and installs the updates that are required to connect to your Office 365 services. Although we recommend that you use Microsoft Office 365 desktop setup, you can decide to have updates manually installed through an existing management system such as Windows Server Update Services (WSUS) (http://go.microsoft.com/fwlink/p/?LinkId=214208) or Microsoft System Center Configuration Manager (SCCM) (http://go.microsoft.com/fwlink/p/?LinkId=218022).

For more information about manually updating and configuring desktops for Office 365, see Manually update and configure desktops for Office 365 (enterprises) (http://go.microsoft.com/fwlink/p/?LinkId=223673) or Manually update and configure desktops for Office 365 (small businesses) (http://go.microsoft.com/fwlink/p/?LinkId=223675).

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