Microsoft Deployment Workshop Deploying Office 2003 Editions Joe Liptrot Linkpad Limited

Introduction Presenter background & experience About the Deployment Workshops Logistics – Breaks – Restrooms – Emergency Exits – Evaluations Questions

Agenda 1. Office installation options 2. Office compatibility 3. Migrating applications - Application Compatibility Toolkit 4. Access / Word / Excel migration issues 5. Project Management 6. XP - the road to Longhorn

Office Installation Options Some Basics Resources New installation features Customisation Maintenance Putting it all together

Some Basics – Office 2003 Editions Versions, licensing and product activation – How Setup works – Windows Installer Fundamentals

Office 2003 Editions Versions Office Retail vs. Enterprise Retail requires mandatory activation Enterprise SKUs only available through volume licensing Enterprise SKUs enable use of: – Office Resource Kit (ORK) – Custom Installation Wizard (CIW) – Custom Maintenance Wizard (CMW) – Administrative Installation

Office 2003 Editions Versions Where Product Activation Applies All boxed x86 versions and languages Sales Channels – Retail/System Builder OEMs – Direct OEM: System Locked Preinstall. (SLP) …But not Enterprise Version

Office 2003 Editions Versions Volume Licensing Overview All volume channels – Enterprise Agreements – Select – Open – Etc. Single licence Key VL media - No activation

Some Basics – Office 2003 Editions Versions, licensing and product activation – How Setup works – Windows Installer Fundamentals

FileDescription Setup.exeOffice setup program Setup.iniSetup settings file, located in Files\Setup folder Ose.exeOffice Source Engine installed by Setup.exe. Copies installation files from source to an LIS Msiexec.exeWindows Installer. Called by Setup.exe to install Office Msi FileWindows Installer package. Used by Windows Installer to install Office MST FileWindows Installer transform. Used by Windows Installer to customize office. Logfile_Taskn.txtSetup log file. Separate log file generated by Setup for each task. Setup.exe Setup.ini Office 2003 package (MSI) OPC files used to clean up previous versions Root of Administrative image Files\Setup Root of Administrative image Files\Program Files\MSOffice\Office11 How Setup Works

Some Basics – Office 2003 Editions Versions, licensing and product activation – How Setup works – Windows Installer Fundamentals

Windows Installer Fundamentals File Versioning Reference counting for ALL resources Products (applications) are: – Resources – Files, registry keys etc – Components – The atomic units of the installation – Features – Correspond to custom install.

Windows Installer Fundamentals Products have one or more features Features have one or more components Components have one or more resources Resources are single files, registry keys etc Each product has a unique ID (GUID) – Windows Installer tracks components usage by product ID – Components can be shared between features or products.

Windows Installer Fundamentals Features can have 4 states following installation: – Installed locally – Installed to Run From Source (e.g. across the network) – Advertised – “On demand”, installed on first use – Not installed.

Windows Installer Fundamentals Package Format: Custom Database format – Created by setup developer – One per product – Described in relational tables Products have – Features – Components – Installable resources – Entry points.MSI file extension Features Components Shortcuts Action Files Optional Internal CAB Summary Information Other Tables... Pointers to source files

Windows Installer Fundamentals Windows Installer Transforms: Generic way to customise an installation A Transform describes the delta between the original MSI package and the customised version – Saved to an.MST file – Is applied on the fly Transforms can only be associated with app during initial install.

How Setup Works Demo SETUP.EXE, SETUP.EXE, PRO11.MSI MSI structure using ORCA

Office Installation Options Some basics Resources New installation features Customisation Maintenance Putting it all together

Resources Office 2003 Editions Resource Kit Windows Desktop Deployment Resource Kit Solution Accelerator for Business Desktop Deployment

Resources Microsoft QuickStart for Business Desktop Microsoft QuickPlan for Business Desktop

Office Installation Options Some basics Resources New installation features Customisation Maintenance Putting it all together

New Installation Features Locally Installed Source (LIS) – From compressed CD image only – Saves disk space (compared with admin install) – Use to support mobile users – Can: – Use.MST to customise – Set Install on Demand – Chain packages in SETUP.INI – Use SMS to deploy – Can’t: – Set to run over the network – Enter licence key & accept agreement on behalf of users (as Admin install)

New Installation Features Locally Installed Source (LIS) - continued – Use Custom Installation Wizard to Set Licence key (and accept agreement) – [Cache] section in SETUP.INI applies New version of SETUP.EXE in RK Toolbox – Ensures every install gets and keeps a complete LIS – Allows Admins to deploy LIS first, then launch installer

New Installation features Demo LIS location and contents Installation using LIS

Office Installation Options Some basics Resources New installation features Customisation Maintenance Putting it all together

Customisation pro11.msi YourTransform.mst Custom Installation Wizard Profile Wizard Setup /a or CD image Customise Office *.ops Templates Add-ins Logos

Customisation MSI Cmd Line INI FileMST FileOPS File Removal Wizard Setup Process PRO11XXX LIS (CD image only) PRO11Xx Office Features PRO11X SecurityPRO11XX Outlook*PRO11XXX Other userPRO11XX RemovalPRO11XX LanguageMUIX ChainedchainX

Customisation Group Policy.ADM files are installed as part of ORK Also available as separate download Import into Group Policy and modify as required Note that GPO settings managed settings. Settings from Profile Wizard or CIW just set defaults

Customisation Precedence: Command Line Options override.INI settings which override.MST settings Except – “Company Name in CIW (.MST) takes precedence over both command line and.INI settings

Customisation Conflict Resolution: Settings applied later override settings applied by previous methods Order of application of settings: 1..OPS inside.MST 2..MST 3. Registry values in.MST 4. Profile Wizard when run during setup 5. Settings migrated from previous Office version 6. Settings from Profile Wizard or CMW post installation 7. Settings from Group Policies

Customisation Best Practices: Separate managed from unmanaged settings and document Configure volatile settings late in the process (i.e. via command line,.INI file or.OPS file to be applied after setup Put corporate templates on shared network location rather than on each PC. Use CIW to configure paths. Configure security settings using GPOs

Office Installation Options Some basics Resources New installation features Customisation Maintenance Putting it all together

Maintenance To change default settings – Use Profile Wizard to produce.OPS file or Custom Maintenance Wizard to produce.CMW file – \proflwiz.exe /r MyConfig.ops /q – \maintwiz.exe /c MyConfig.cmw To prevent users changing options you set – Use Group Policy with Office.ADM files Implementing Service Releases: – On distribution share use full file version (e.g. Office2003SP1- kb fullfile-enu.exe) – On client machines use the client update version (e.g. Office2003SP1-kb client-enu.exe)

Maintenance Windows Server Update Services Helps automate the update management process Reduces time, effort, cost, and risk Update Services helps you to: – Increase efficiency and control over the update management process – Minimise network bandwidth usage and impact of network issues on the update process – Easily determine key system health and update deployment metrics – Optimize the end user experience by minimising disruption to productivity

Maintenance Windows Server Update Services Initial release delivers updates for: – Windows – Office – Exchange – SQL / MSDE Support for updating other Microsoft products will be enabled on an ongoing basis without requiring an upgrade or redeployment of the existing Update Services infrastructure.

Office Installation Options Some basics Resources New installation features Customisation Maintenance Putting it all together

Putting it all Together Demo Office Profile Wizard Custom Installation Wizard Editing SETUP.INI (cache options & chained install) Using Group Policy to set options Using Group Policy to Assign software and apply Transform Custom Maintenance Wizard Using Group Policy to update software

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Microsoft Deployment Workshop – Office 2003