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Deployment Assistance Program

Deployment Assistance Program

3. Deploying Office 20033. Deploying Office 2003

Thomas LeeChief Technologist QA plcthomas.lee@qa.com

DemoDemo•Installing Office Complete/Unattended

Office Setup Key FilesOffice Setup Key Files

FileFile DescriptionDescriptionSetup.exeSetup.exe Office setup programOffice setup program

Setup.iniSetup.ini Setup settings file, located in Setup settings file, located in .\Files\.\Files\SetupSetup folder folder

Ose.exeOse.exe Office Source Engine installed by Setup.exe. Office Source Engine installed by Setup.exe. Copies installation files from source to an LISCopies installation files from source to an LIS

Msiexec.exeMsiexec.exe Windows Installer. Called by Setup.exe to Windows Installer. Called by Setup.exe to install Officeinstall Office

Msi FileMsi File Windows Installer package. Used by Windows Installer package. Used by Windows Installer to install OfficeWindows Installer to install Office

MST FileMST File Windows Installer transform. Used by Windows Installer transform. Used by Windows Installer to customize office.Windows Installer to customize office.

Logfile_Taskn.txtLogfile_Taskn.txt Setup log file. Separate log file generated by Setup log file. Separate log file generated by Setup for each task. Optional!Setup for each task. Optional!

Office 2003 Editions Resource KitOffice 2003 Editions Resource Kit

ToolsTools

Excellent documentationExcellent documentation

Custom Installation WizardCustom Installation Wizard

Custom Maintenance WizardCustom Maintenance Wizard

Office 2003 viewer toolsOffice 2003 viewer tools

Where to get?Where to get?

Always download latest version Always download latest version www.microsoft.com/office/www.microsoft.com/office/orkork

MS PressMS Press

Knowledge TransferKnowledge Transfer

Office 2003 ~ Office XP ~ Office 2000Office 2003 ~ Office XP ~ Office 2000

Similar workflowSimilar workflow

Same tools—great improvementsSame tools—great improvements

Consistent experienceConsistent experience

Custom Installation WizardCustom Installation Wizard

Setup INISetup INI

Custom Maintenance WizardCustom Maintenance Wizard

File viewersFile viewers

New to Office 2003:New to Office 2003:

Local Install Source (LIS)Local Install Source (LIS)

The Install ProcessThe Install Process

1.1. Decide on SourceDecide on Source

Administrative Install PointAdministrative Install Point

Local Install SourceLocal Install Source

2.2. Decide on User SettingsDecide on User SettingsDefaults Defaults

Office Profile WizardOffice Profile Wizard

Custom Install WizardCustom Install Wizard

MandatoryMandatory

Group PolicyGroup Policy

3.3. Configure Office Configure Office

During install - Custom Installation WizardDuring install - Custom Installation Wizard

Post install - Custom Maintenance WizardPost install - Custom Maintenance Wizard

4.4. Put it all together in a chainPut it all together in a chainSETUP.INISETUP.INI

Two Deployment MethodsTwo Deployment Methods

Local Install Source (LIS)Local Install Source (LIS)

Copy CAB files to serverCopy CAB files to server

LIS on PC is a “copy” of the CDLIS on PC is a “copy” of the CD

Run Setup from LISRun Setup from LIS

Administrative Install Points (Admin)Administrative Install Points (Admin)

Still the same…Still the same…

Run Setup /aRun Setup /a

All files uncompressed on a serverAll files uncompressed on a server

Run Setup from ServerRun Setup from Server

… … and numerous ways to deployand numerous ways to deploy

SMSSMS

Active DirectoryActive Directory

Login ScriptLogin Script

33rdrd Party Client Management Party Client Management

From the LISFrom the LIS

Command LineCommand Line

Disk Image (WIM, .gho, .pqi …)Disk Image (WIM, .gho, .pqi …)

Administrative InstallAdministrative Install

Same as Office 2000 and XPSame as Office 2000 and XP

Uncompress CD to a ShareUncompress CD to a Share

EULA and PID are taken care ofEULA and PID are taken care of

ProsProsCentral Location (DFS ‘can’ be used)Central Location (DFS ‘can’ be used)

Works well for machines with low disk spaceWorks well for machines with low disk space

Easy to slipstream SPs intoEasy to slipstream SPs into

ConsConsDoesn’t work well for disconnected work forceDoesn’t work well for disconnected work force

Can’t mail out CD’s of an administrative install Can’t mail out CD’s of an administrative install

~550mb on server required (uncompressed .cabs)~550mb on server required (uncompressed .cabs)

Must use Select MediaMust use Select Media

DepricatedDepricated

Caching installation files locallyCaching installation files locally

Office Source Engine (OSE.exe) is installed as a Office Source Engine (OSE.exe) is installed as a service when Office 2003 is runservice when Office 2003 is run

Copies install files to the local PCCopies install files to the local PC

Speeds up installationSpeeds up installation

LIS can persist after installationLIS can persist after installation

Setup.exeSetup.exe

Reads the setup settings fileReads the setup settings file

Determines which drive on the PC has the most spaceDetermines which drive on the PC has the most space

Verifies user has Administrative privilegesVerifies user has Administrative privileges

Installs ose.exe to :Installs ose.exe to :

<Drive with most space>\MsoCache\Downloadcode<Drive with most space>\MsoCache\Downloadcode

If MsoCache folder already exists, setup uses that If MsoCache folder already exists, setup uses that location.location.

Setup.iniSetup.ini

Replaces command lineReplaces command line

TransformsTransforms

Logging optionsLogging options

Display optionsDisplay options

Chaining installationsChaining installations

Create new INI fileCreate new INI file

Leave Setup.ini (and seteup.exe) as templateLeave Setup.ini (and seteup.exe) as template

Use Use /settings/settings to use new file to use new file

DemoDemo•Examining setup.ini

Office Source EngineOffice Source Engine

OSE.exe copies a single CAB file to the local PC and OSE.exe copies a single CAB file to the local PC and extracts the files into a hidden folder. extracts the files into a hidden folder.

This CAB has:This CAB has:

Office package (MSI file)Office package (MSI file)

Files to support upgrades from previous versions (Offcln.exe, Files to support upgrades from previous versions (Offcln.exe, Oclncore.opc, Oclncust.opc, Oclnintl.opc)Oclncore.opc, Oclncust.opc, Oclnintl.opc)

Error reporting tools (DW.exe and Dwintl.dll)Error reporting tools (DW.exe and Dwintl.dll)

Setup HelpSetup Help

Office Source Engine con’t…..Office Source Engine con’t…..

If there is sufficient disk space OSE continues running in If there is sufficient disk space OSE continues running in the background and caches the the background and caches the entireentire installation installation source.source.

Setup can be customized to cache only CAB files Setup can be customized to cache only CAB files required for features in your desired package.required for features in your desired package.

Post install users can (if allowed) install features on Post install users can (if allowed) install features on demand or run setup in Maintenance mode to add more demand or run setup in Maintenance mode to add more features.features.

Local Installation Source (LIS)Local Installation Source (LIS)

New in Office 2003New in Office 2003

Compressed Cabs on Share, CD, image, application package etc.Compressed Cabs on Share, CD, image, application package etc.

Cache can be configured many waysCache can be configured many ways

ProsPros

Ensures files are in place before install happensEnsures files are in place before install happens

Install files are cached locallyInstall files are cached locally

Install files are always available (install on demand, patching, self heal…)Install files are always available (install on demand, patching, self heal…)

ConsCons

EULA & PID need to be entered in MST or INIEULA & PID need to be entered in MST or INI

Will take ~300Mb additional space on client for LISWill take ~300Mb additional space on client for LIS

Additional space needed for install (temp file decompression)Additional space needed for install (temp file decompression)

‘‘Run from Network’ feature option not availableRun from Network’ feature option not available

TIP - TIP - Local Installation Source Local Installation Source

Use Setup.ini to configure LISUse Setup.ini to configure LIS

Setup needs the LIS before the transform is calledSetup needs the LIS before the transform is called

Set LIS preferences in the setup.ini, not on the Set LIS preferences in the setup.ini, not on the ‘modify setup properties’ step of the CIW‘modify setup properties’ step of the CIW

TIP – TIP – Setup “.exe” and “.ini” for each Setup “.exe” and “.ini” for each department or groupdepartment or group

Finance.exe will call Finance.ini Finance.exe will call Finance.ini

Can be modified to allow for granularity, chaining Can be modified to allow for granularity, chaining other applicationsother applications

TIP – Always copy the original and rename as TIP – Always copy the original and rename as neededneeded

One source can provide multiple variationsOne source can provide multiple variations

Can save multiple command line effortsCan save multiple command line efforts

LIS CacheLIS Cache

LIS Configuration – Setup.iniLIS Configuration – Setup.iniOption Value Description

LOCALCACHEDRIVE "drive" Override default Setup behavior and specify a drive for the local cache. After the first Office 2003 product is installed, all subsequent installations use this location for the local installation source.

PURGE 0 | 1 Set to 1 to delete the local installation source after Setup completes. Default is 0.

CDCACHE auto | 0 | 1 | 2 Set to auto to cache the entire source on the drive with the most space (the default). If insufficient space exists, cache only the features selected for installation. If space is not available for selected features, install from the CD. Set to 1 to cache only the features selected for installation; if space is not available, the installation fails.Set to 2 to force caching of entire source; if space is not available, the installation fails. Set to 0 to disable creation of a local installation source and run the installation directly from the source.

DELETEABLECACHE 0 | 1 Set to 0 to hide the option that allows users to delete the local cache at the end of Setup. Bypass-enabled CD default is 1.

ENFORCECACHE 0 | 1 Set to 1 to force installation of the entire source; if space is not available, the installation fails, and Setup exits without installing Office. Automatically sets CDCACHE to 2 and DELETEABLECACHE to 0; sets the PURGE property to 0, which prevents users from deleting the cache after Setup completes; and prevents the Disk Cleanup Wizard from removing the local source.

CACHEONLY 0 | 1 Set to 1 to install only the local installation source. Automatically sets CDCACHE to 2 and DELETEABLECACHE to 1, and prevents the Disk Cleanup Wizard from removing the local source.

REMOVECACHEONLY 0 | 1 Set to 1 to remove only the local installation source.

http://www.microsoft.com/office/ork/2003/ref/RefA03.htm#sub_9

TIP TIP - LIS developments post launch- LIS developments post launch

NewNew Enterprise Setup.exe Enterprise Setup.exe

ENFORCECACHE=1ENFORCECACHE=1

Install will stop if cache is not createdInstall will stop if cache is not created

Also stops Disk Clean-up Wizard from deleting LISAlso stops Disk Clean-up Wizard from deleting LIS

CACHEONLY=1CACHEONLY=1

Only creates LIS, does not install Office. Great for preparing Only creates LIS, does not install Office. Great for preparing clientsclients

LISTool.exeLISTool.exe - - Wizard to help manage your Local Wizard to help manage your Local Installation Source (LIS) Installation Source (LIS)

Enable/Recreate disable LISEnable/Recreate disable LIS

Move the Move the MsoCacheMsoCache folder to a new volume folder to a new volume

TIP – LIStool.exe /?TIP – LIStool.exe /?

LIS DeploymentLIS Deployment

Deploy LIS using Systems Management Server Deploy LIS using Systems Management Server 20032003

Use Background Intelligent Transfer Service Use Background Intelligent Transfer Service (BITS) (BITS)

Enable a Local Installation SourceEnable a Local Installation Source

Can be delivered via SMS Advanced Client Can be delivered via SMS Advanced Client using SMS Cacheusing SMS Cache

User SettingsUser Settings

Profile Wizard – Great for machine migrationsProfile Wizard – Great for machine migrations

Custom Installation Wizard (install time)Custom Installation Wizard (install time)

Change Office User SettingsChange Office User Settings

Add/Remove Registry EntriesAdd/Remove Registry Entries

Add Installations and Run ProgramsAdd Installations and Run Programs

+ More+ More

PIDKey and EULA (LIS requires this)PIDKey and EULA (LIS requires this)

Custom Maintenance Wizard (anytime)Custom Maintenance Wizard (anytime)

Group Policy – To enforce settingsGroup Policy – To enforce settings

User SettingsUser SettingsProfile WizardProfile Wizard

1.1. Install Office 2003 on sample PCInstall Office 2003 on sample PC

2.2. Configure settings in each programConfigure settings in each program

3.3. Create OPS file using Profile WizardCreate OPS file using Profile Wizard

4.4. Deploy settings from OPS fileDeploy settings from OPS file

Embed OPS file in transformEmbed OPS file in transform

Deploy OPS file standaloneDeploy OPS file standalone

DrawbacksDrawbacks

Can’t edit contents of OPS filesCan’t edit contents of OPS files

Captures all settings in Proflwiz.iniCaptures all settings in Proflwiz.ini

User SettingsUser Settings

Custom Installation WizardCustom Installation Wizard

Configures individual settingsConfigures individual settings

Sets an Organisations Default settingsSets an Organisations Default settings

Group PolicyGroup Policy

Configures individual settingsConfigures individual settings

MandatoryMandatory

Office 2003 TransformOffice 2003 Transform

Enables changes to be made from default MSIEnables changes to be made from default MSI

Applying to Office 2003Applying to Office 2003

Command line > TRANSFORMS=Command line > TRANSFORMS=filenamefilename.mst.mst

Setup INI references MST(s)Setup INI references MST(s)

Active DirectoryActive Directory

TransformsTransforms

Used to:Used to:

Define the local install pathDefine the local install path

Accept the EULA and enter PIDAccept the EULA and enter PID

Define default install state for Applications and Features (local, Define default install state for Applications and Features (local, network…)network…)

Hide and Lock featuresHide and Lock features

Add custom files and registry entriesAdd custom files and registry entries

Modify shortcutsModify shortcuts

Define server locationsDefine server locations

Specify other products to install or programs to run post setup on PCSpecify other products to install or programs to run post setup on PC

Configure OutlookConfigure Outlook

Remove previous versionsRemove previous versions

When to Use TransformsWhen to Use Transforms

To make extensive customizationsTo make extensive customizations

To make changes not readily made by using the To make changes not readily made by using the Setup command line or Setup settings fileSetup command line or Setup settings file

To deliver varying configurations to groups of To deliver varying configurations to groups of users using multiple transformsusers using multiple transforms

Configuring OfficeConfiguring Office

Engineering.mstEngineering.mst

Accounting.mstAccounting.mst

+

+

EngineeringEngineering

AccountingAccountingPro11.msiPro11.msi

Server

DemoDemo•Editing Setup.ini

•Capturing a profile with the Profile Capturing a profile with the Profile WizardWizard

•Building A Transform with the Custom Install Wizard

Patch ManagementPatch Management

Use OHOTFIX.EXEUse OHOTFIX.EXE

Use Client PatchesUse Client Patches

Put all patches (.MSP) in the same folderPut all patches (.MSP) in the same folder

Ohotfix.exe will process all the patches in one go (in Ohotfix.exe will process all the patches in one go (in alphabetical order)alphabetical order)

Modify OHOTFIX.INI to set Quiet Mode:Modify OHOTFIX.INI to set Quiet Mode:

OHotfixUILevel=qOHotfixUILevel=q

CustomizationCustomization

Modifying an Office installation Modifying an Office installation post deploymentpost deployment

Creating a CMW File using the Custom Creating a CMW File using the Custom Maintenance WizardMaintenance Wizard

Useful linksUseful links

WILogUtil.EXE – Installer logfile analyserWILogUtil.EXE – Installer logfile analyser

http://msdn.microsoft.com/library/default.asp?url=/librahttp://msdn.microsoft.com/library/default.asp?url=/library/en-us/msi/setup/wilogutl_exe.aspry/en-us/msi/setup/wilogutl_exe.asp

Configuring Outlook 2003 for RPC over HTTPConfiguring Outlook 2003 for RPC over HTTP

http://www.microsoft.com/office/ork/2003/three/ch8/Ouhttp://www.microsoft.com/office/ork/2003/three/ch8/OutC07.htmtC07.htm

Exchange Consolidation with Office 2003Exchange Consolidation with Office 2003

http://www.microsoft.com/technet/itsolutions/msit/cohttp://www.microsoft.com/technet/itsolutions/msit/consolidation/ex2003siteconwp.mspxnsolidation/ex2003siteconwp.mspx

© 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only.© 2004 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only.MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY.