Office Customization Tool in the 2007 Office system
Updated: October 22, 2012
Applies To: Office Resource Kit
This Office product will reach end of support on October 10, 2017. To stay supported, you will need to upgrade. For more information, see , Resources to help you upgrade your Office 2007 servers and clients.
Topic Last Modified: 2016-11-14
In this article:
Setup
Features
Additional content
Outlook
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 (https://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 (https://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.
Note
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 (https://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 (https://go.microsoft.com/fwlink/?LinkId=144523). This download works with 2007 Office system applications, updated with 2007 Microsoft Office Suite Service Pack 2 (SP2) (https://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.
Important
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.
Note
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:
-
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.
-
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.
| Section | Page |
|---|---|
Setup |
|
Installation location and organization name |
|
Additional network sources |
|
Licensing and user interface |
|
Remove previous installations |
|
Add installations and run programs |
|
Office security settings |
|
Modify Setup properties |
|
Features |
|
Modify user settings |
|
Set feature installation states |
|
Additional content |
|
Add files |
|
Remove files |
|
Add registry entries |
|
Remove registry entries |
|
Configure shortcuts |
|
Outlook |
|
Outlook profile |
|
Specify Exchange settings |
|
Add accounts |
|
Remove accounts and export settings |
|
Specify send receive groups |
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.
Note
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.
Important
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.
Note
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 |
Note
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.
Note
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.
Note
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.
Note
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:
|
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:
|
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:
|
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.
Note
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 (https://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.
Note
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. Note 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. |
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. Note 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. |
Locked |
The installation state you choose for this feature cannot be changed by the user during installation or in maintenance mode after Microsoft Office is installed. The symbol [L] is prepended to the feature name to indicate the feature is locked. Note 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 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 Microsoft Office 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.
Tip
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.
Note
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.
Important
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
-
HKLM\Software\Policies
-
HKLM\Software\Microsoft\Windows\CurrentVersion\Policies
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.
Note
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.
Note
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:
|
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:
|
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:
|
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.
Tip
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.
|
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:
|
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:
Technical reference for the 2007 Office release
See the full list of available books at Downloadable content for the 2007 Office Resource Kit.
See Also
Concepts
Setup architecture overview for the 2007 Office system
Config.xml file in the 2007 Office system
Group Policy overview (2007 Office system)
Enforce settings by using Group Policy in the 2007 Office system
Change users' configurations after installing the 2007 Office system
Deploy custom configurations of the 2007 Office system (step-by-step)
Setup properties in the 2007 Office system
View XML content from Office Customization Tool customization files
Cumulative update packages available for the 2007 Office system applications and servers