Installing Microsoft Office 2003 on a single workstation isn’t
that difficult. But if you have to deploy Office 2003 on multiple workstations,
the task can quickly become overwhelming. That’s where the Custom Installation
Wizard in the Microsoft Office Resource Kit comes in. Here’s how you can use
the Custom Installation Wizard to install a preconfigured version of Microsoft
Outlook.

How does the wizard work?

The Custom Installation Wizard creates a transform file
(MST) compatible with the Windows Installer found in Windows 2000 Professional and
Windows XP Professional. It covers all the bases of everything you might want
to include in an installation, much as you would if you were at the machine
with the CD-ROM.

The transform file includes all the answers to the usual
settings you might get prompted for when performing an interactive
installation, such as the CD key, the acceptance of the license agreement, and
the placement of post-installation shortcuts. The Custom Installation Wizard
also allows you to configure program settings that are usually configured after
installation, like Outlook’s auto archive feature and the sending and receiving
intervals at which Outlook checks for new messages.

Obtaining and installing the Custom Installation Wizard

To get things rolling, you need to download the Office
Resource Kit for Office 2003 from Microsoft’s
Web site
. Installing the kit is easy. Just run the executable you download
and follow the on-screen instructions. After installing the resource kit, open
the Microsoft Office Custom Installation Wizard by selecting Start | Programs |
Microsoft Office | Microsoft Office Tools | Microsoft Office 2003 Resource Kit
and choosing the shortcut for Custom Installation Wizard.

First you’ll see the Welcome screen. The Welcome screen of
the wizard provides a brief description of what can be accomplished by the
wizard.

When you click Next to begin the wizard, a dialog box will
appear as the wizard looks for dependent components. On the following screen
you are presented with a text box and asked to locate the .MSI file to use for
the transform.

Click the Browse button to locate the network installation
or the CD-ROM where you copied the Office CD-ROM contents. In this folder,
select the PRO11.MSI installer file and click Open. This will allow the wizard
to read the installer file for Office and present the configurable

On the third page of the wizard, you’ll be asked if you
would like to create a new MST file or modify an existing file. Since this is a
new installation, select Create A New MST File.

When you click Next after choosing
the type of file to use, the progress bar will open the MSI file and read its
contents for use by the wizard. On the next page of the wizard, you can specify
the output path for your MST file.

I would recommend placing the MST file in the same share as
the Microsoft Office suite just to keep them together. As Figure A
shows, our test MST file is designated for the accounting installations of
Office.

Figure A

Path to the MST file created by the wizard

After you click Next, you’ll
specify the destination path where the application will be installed. The
default is the standard C:\Program Files\Microsoft Office. You should leave the
default unless you’ll be keeping old versions of Office on the destination
computers. You can also specify the name of your organization on this screen, as
shown in Figure B.

Figure B

Destination path and organization name

You’ll then see the Remove Previous Versions screen shown in
Figure C. If you are sure you want to remove all previous installations
of Office and replace them with the new Office 2003 system, choose the Remove The Following Versions option to remove the following
versions of Office.

Figure C

How to treat existing Office installations

After making this selection, you can choose not to remove
certain versions of an application by double-clicking its name in the list or
highlighting the name of the application and selecting the Details button. When
you do, you’ll see the screen shown in Figure D, allowing you to choose
which versions to remove during this installation. To keep one of the versions,
uncheck its checkbox.

Figure D

Choose which versions to keep

The next screen, Set Feature Installation Status, will ask
you how you want the destination PC to run Microsoft Office. This is just like
the interactive installation of Office, and works exactly the same way. Most
installations will select to run Microsoft Office from My Computer. You can
make the custom installation work the same way by clicking the drop-down list
next to Microsoft Office and selecting Run All From My
Computer.

If you select Disable Run From
Network, the option to run this software across the network will not be
available when the product is installed. Disabling Installed On
First Use will disallow the application to be installed when a document is
opened for the first time. The Do Not Migrate Previous Installation State
checkbox forces the installation of Office to use the properties and values set
within this transform and only in this transform.

This screen will also show you the approximate size of this
installation on disk. This can be useful if you know that there are some disk
space requirements that you must meet. If so, you can remove unnecessary
applications to bring the installation size within those requirements.

You’ll then see the Configure Local Source screen. Here, you
are presented with the option to pre-populate the product key and accept the
license agreement for a locally cached installation source. Filling out this
information now will prevent you from having to visit each workstation to enter
the key.

After you enter the product key, the wizard allows you to
configure user profile settings. Group policy controls will override these
settings, so if you do not have a specific reason to pre-populate the user
variables in an Office installation, it is best to leave the default Do Not
Customize option checked and go on. On the screen you’ll also be able to tell
the wizard to migrate user settings; in an upgrade scenario this solution works
very well and will bring in existing user values for Office 2003.

On the Change Office User Settings screen that appears next,
you’ll be able to customize user settings within Office. These work much like
changing system or group policy values in Windows.

Some useful settings include Outlook’s AutoArchive settings.
You can specify the AutoArchive interval and save location during the
installation so that users’ e-mail messages get archived regularly. You can
also enter customizable error messages within Office applications and set options
such as AutoSave. These are best reviewed when the transform file is being
created. The overview screen shot is provided in Figure E, but I have
not gone into overwhelming detail on each of the available settings because
they are quite self-explanatory.

Figure E

Configure individual application settings for each installation here.

In the next step of the wizard, you’ll be asked to add any
external files to the installation of Office. These would be any files not
normally installed with Office that you wish to add to a user’s computer. If
there were documents you wished to be placed on the user’s system that might be
used by Office but not included in a standard installation, you could add them
here. For typical installations, you probably won’t need to modify this screen.

The Add, Modify Or Remove Shortcuts
screen presents the shortcuts that are installed by Office when a standard
installation is performed. You can add to or remove from this list as you see
fit. As you can see, there are also options to modify and remove shortcuts.

In the next step of the wizard, you are asked about
additional servers or installation points for your install. This may come in
handy if you have many installations occurring at the same time and the primary
install point is busy. You could copy the contents of the Office CD to another
network share on a different server and specify that location as an alternate
at installation time. If your primary server were to go down during the
installation of Office, alternates specified here would keep things running
smoothly.

If you wish to configure security settings for your Office
installations such as add-ins, digital certificates, or macros, you can do that
in the Specify Office Security Settings screen. The default setting is to leave
these not configured with no additional digital certificates. If you know that
there is a spreadsheet, for example, that these users will need, and that it contains
macros, you could take care of the settings here and eliminate questions about
any macros in the future.

The next step allows for command lines to be included in the
installation of Office. You can install additional programs by adding their
command line interface commands to this wizard, automating even more tasks. You
can select to run these instructions once only, once for each user, once per
machine, or every time the product is installed. You should only do so when
there is a need to do so, because this occurs during the Office installation.

Outlook-specific configurations

The Outlook: Customize Default Profile screen that appears
next deals with the Outlook profile of the user. At this point, you can do the
following with the profile:

  • 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 is started. Choosing this option
    disables the remaining Outlook pages in the wizard.
  • Modify Profile—Modify the default
    profile on the user’s computer. If no profile exists, Outlook creates a profile
    based on the options you choose on the remaining Outlook pages of the
    wizard; the default profile name is Outlook.
  • New Profile—Create
    a new profile on the user’s computer and make it the default profile; any
    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 on the remaining Outlook pages of the wizard.
  • Apply PRF—Import an Outlook
    profile file (PRF file) to define a new default profile. Selecting this
    option disables the remaining Outlook pages of the wizard, but does not
    update the wizard with the settings in the PRF file. You can use any
    profile created for Outlook 2003. 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 Outlook 2003, provided that the profile defines only MAPI
    services.

If Outlook settings are migrated, the wizard skips to the
Specify Send/Receive Groups screen because other portions of the wizard are not
relevant when migrating Outlook settings.

If you instead chose to modify the existing profile or
create a new profile, you’ll see the Specify Exchange Settings screen. Here,
you’ll be able to specify the mailbox name and Exchange server for this
installation along with other Exchange settings, like cached Exchange mode. If
you are not using Exchange, you should leave the settings on this screen

When you click Next, you’ll see the
Add Accounts screen. Here you can specify additional profile options for
Outlook that will be used on the installed computers. The profiles specified
here are POP3, or HTTP profiles that are not stored on your Exchange server.

When you click Next, you’ll see the
Customize Default Settings screen. Here you can convert a personal address book
(PAB) to an Outlook native address book. If you are not planning to migrate
from Outlook or do not need to use the PAB in other applications, this could be
the time to create an Outlook address book. You can also set the default e-mail
type—HTML, RTF, or Text—as well as the default editor—Word or the Outlook
editor.

You’ll then see the Specify Send/Receive Group Settings screen.
Selections on this screen allow you to further configure the Outlook settings
applied when Office is installed. Options you can configure include:

  • The
    send and receive interval for mailboxes.
  • Which configured accounts to include in send and receive operations.
  • The
    behavior of Outlook when Outlook is online and offline.

Settings on this screen apply only when Outlook is used with
Exchange.

You’ll then see the Variables screen. Here, you can modify
any setup variables that the wizard suggests you use. You would enter the name
of the variable and its value to add new variables. Variables listed here apply
only to the installation of Office 2003.

Finally, the Completed screen appears. Here, you’ll be asked
to save your transform file (MST) and the path will be displayed. Clicking
Finish will write all the information collected by the wizard to an MST file
and then show you the use of your new file.

Ready to go

After the wizard is finished, you’re ready to start
deploying the transform file. You can deploy the customized version of the MSI
file, just like you can any other MSI application. For more information about
deploying applications, see the article “Configure
IT Quick: Create and manage group policies for software distribution”
.