Office Customization Tool in the 2007 Office system

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.

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.

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

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.

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.

Office security settings

Customize the security settings for Office applications.

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.

Modify user settings

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

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.

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.

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.

The following options also are available for each feature.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.