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Microsoft Deployment Workshop Deploying Office 2003 Editions. Joe Liptrot Linkpad Limited. Introduction. Presenter background & experience About the Deployment Workshops Logistics Breaks Restrooms Emergency Exits Evaluations Questions. Agenda. Office installation options
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Microsoft Deployment WorkshopDeploying Office 2003 Editions Joe Liptrot Linkpad Limited
Introduction • Presenter background & experience • About the Deployment Workshops • Logistics • Breaks • Restrooms • Emergency Exits • Evaluations • Questions
Agenda • Office installation options • Office compatibility • Migrating applications - Application Compatibility Toolkit • Access / Word / Excel migration issues • Project Management • XP - the road to Longhorn
Office Installation Options • Some Basics • Resources • New installation features • Customisation • Maintenance • Putting it all together
Some Basics • Some Basics • Office 2003 Editions Versions, licensing and product activation • How Setup works • Windows Installer Fundamentals
Office 2003 Editions Versions Office Retail vs. Enterprise • Retail requires mandatory activation • Enterprise SKUs only available through volume licensing • Enterprise SKUs enable use of: • Office Resource Kit (ORK) • Custom Installation Wizard (CIW) • Custom Maintenance Wizard (CMW) • Administrative Installation
Office 2003 Editions Versions Where Product Activation Applies • All boxed x86 versions and languages • Sales Channels • Retail/System Builder OEMs • Direct OEM: System Locked Preinstall. (SLP) • …But not Enterprise Version
Office 2003 Editions Versions Volume Licensing Overview • All volume channels • Enterprise Agreements • Select • Open • Etc. • Single licence Key • VL media - No activation
Some Basics • Some Basics • Office 2003 Editions Versions, licensing and product activation • How Setup works • Windows Installer Fundamentals
Some Basics • Some Basics • Office 2003 Editions Versions, licensing and product activation • How Setup works • Windows Installer Fundamentals
Windows Installer Fundamentals • File Versioning • Reference counting for ALL resources • Products (applications) are: • Resources • Files, registry keys etc • Components • The atomic units of the installation • Features • Correspond to custom install.
Windows Installer Fundamentals • Products have one or more features • Features have one or more components • Components have one or more resources • Resources are single files, registry keys etc • Each product has a unique ID (GUID) • Windows Installer tracks components usage by product ID • Components can be shared between features or products.
Windows Installer Fundamentals • Features can have 4 states following installation: • Installed locally • Installed to Run From Source (e.g. across the network) • Advertised • “On demand”, installed on first use • Not installed.
Optional Internal CAB Features Components Shortcuts Pointers to source files Action Summary Information Files Other Tables... Windows Installer Fundamentals Package Format: • Custom Database format • Created by setup developer • One per product • Described in relational tables • Products have • Features • Components • Installable resources • Entry points • .MSI file extension
Windows Installer Fundamentals Windows Installer Transforms: • Generic way to customise an installation • A Transform describes the delta between the original MSI package and the customised version • Saved to an .MST file • Is applied on the fly • Transforms can only be associated with app during initial install.
How Setup Works • Demo • SETUP.EXE, SETUP.EXE, PRO11.MSI • MSI structure using ORCA
Office Installation Options • Some basics • Resources • New installation features • Customisation • Maintenance • Putting it all together
Resources • Office 2003 Editions Resource Kit • Windows Desktop Deployment Resource Kit • Solution Accelerator for Business Desktop Deployment
Resources • Microsoft QuickStart for Business Desktop • Microsoft QuickPlan for Business Desktop
Office Installation Options • Some basics • Resources • New installation features • Customisation • Maintenance • Putting it all together
New Installation Features • Locally Installed Source (LIS) • From compressed CD image only • Saves disk space (compared with admin install) • Use to support mobile users • Can: • Use .MST to customise • Set Install on Demand • Chain packages in SETUP.INI • Use SMS to deploy • Can’t: • Set to run over the network • Enter licence key & accept agreement on behalf of users (as Admin install)
New Installation Features • Locally Installed Source (LIS) - continued • Use Custom Installation Wizard to Set Licence key (and accept agreement) • [Cache] section in SETUP.INI applies • New version of SETUP.EXE in RK Toolbox • Ensures every install gets and keeps a complete LIS • Allows Admins to deploy LIS first, then launch installer
New Installation features • Demo • LIS location and contents • Installation using LIS
Office Installation Options • Some basics • Resources • New installation features • Customisation • Maintenance • Putting it all together
*.ops Customisation Logos Setup /a or CD image Customise Office Templates Profile Wizard Add-ins pro11.msi Custom Installation Wizard YourTransform.mst
Customisation Group Policy • .ADM files are installed as part of ORK • Also available as separate download • Import into Group Policy and modify as required • Note that GPO settings managed settings. Settings from Profile Wizard or CIW just set defaults
Customisation Precedence: • Command Line Options override .INI settings which override .MST settings • Except – “Company Name in CIW (.MST) takes precedence over both command line and .INI settings
Customisation Conflict Resolution: • Settings applied later override settings applied by previous methods • Order of application of settings: • .OPS inside .MST • .MST • Registry values in .MST • Profile Wizard when run during setup • Settings migrated from previous Office version • Settings from Profile Wizard or CMW post installation • Settings from Group Policies
Customisation Best Practices: • Separate managed from unmanaged settings and document • Configure volatile settings late in the process (i.e. via command line, .INI file or .OPS file to be applied after setup • Put corporate templates on shared network location rather than on each PC. Use CIW to configure paths. • Configure security settings using GPOs
Office Installation Options • Some basics • Resources • New installation features • Customisation • Maintenance • Putting it all together
Maintenance • To change default settings • Use Profile Wizard to produce .OPS file or Custom Maintenance Wizard to produce .CMW file • <path>\proflwiz.exe /r MyConfig.ops /q • <path>\maintwiz.exe /c MyConfig.cmw • To prevent users changing options you set • Use Group Policy with Office.ADM files • Implementing Service Releases: • On distribution share use full file version ( e.g. Office2003SP1-kb842532-fullfile-enu.exe) • On client machines use the client update version (e.g. Office2003SP1-kb842532-client-enu.exe)
Maintenance Windows Server Update Services • Helps automate the update management process • Reduces time, effort, cost, and risk • Update Services helps you to: • Increase efficiency and control over the update management process • Minimise network bandwidth usage and impact of network issues on the update process • Easily determine key system health and update deployment metrics • Optimize the end user experience by minimising disruption to productivity
Maintenance Windows Server Update Services • Initial release delivers updates for: • Windows • Office • Exchange • SQL / MSDE • Support for updating other Microsoft products will be enabled on an ongoing basis without requiring an upgrade or redeployment of the existing Update Services infrastructure.
Office Installation Options • Some basics • Resources • New installation features • Customisation • Maintenance • Putting it all together
Putting it all Together Demo • Office Profile Wizard • Custom Installation Wizard • Editing SETUP.INI (cache options & chained install) • Using Group Policy to set options • Using Group Policy to Assign software and apply Transform • Custom Maintenance Wizard • Using Group Policy to update software
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Microsoft Deployment Workshop – Office 2003 http://www.microsoft.com/uk/technet