Office Customization Tool in Office 2010

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 Windows. The default path is [ProgramFilesFolder]\Microsoft Office. This option is recognized only when you first install Office on a user's computer. You can't change the installation path without uninstalling and reinstalling Office.

• Organization name – This name appears in the About text box (Help menu) and on the banner pages of Office applications. The name that 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 if it is 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 then click Modify. To remove a server from this list, select the server and then click Remove. To change the order of the list, select a server and then click the Move arrows to move the server up or down in the list. To remove all servers from the list, select Clear existing server list.

Licensing and user interface

Use this section for the product key and to accept the Microsoft Software License Terms on behalf of each user who installs Office by using the Setup customization file. Set the Display level of the user interface. These options are recognized by Setup only when you first install Office on a user's computer.

• Use KMS client key   A product key entry is not required for enterprise deployments that use Key Management Service (KMS) activation because all Volume License editions of Office 2010 have a KMS client key pre-installed. KMS is one of the methods that are provided by Office Activation Technologies for activating products licensed under Microsoft Volume Licensing programs. Only a KMS host computer needs a KMS host key to be activated and to establish a local activation service in your environment. Office 2010 connects to the local KMS host for activation. By default, the Use KMS client key option is selected in Enter a valid product key and licensing agreement for users.

  For more information about the licensing options for Office 2010, see the Visão geral da ativação por volume no Office 2010 and Guia de início rápido de ativação de volume para o Office 2010 included in the current release.

• Enter another product key   You can enter a valid Multiple Activation Key (MAK) key in the OCT by using the Enter another product key option in Enter a valid product key and licensing agreement for users in the results pane. A MAK key is another method that Office Activation Technologies provide to activate products licensed under Microsoft Volume Licensing programs. By using a MAK key, clients activate Office 2010 online by using the Microsoft hosted activation servers or by telephone.

  To use a MAK key, in the Enter another product key text box, enter the MAK key (25 numbers or characters) without spaces.

  Importante

  Estas informações aplicam-se às edições de licenciamento por volume do Office 2010. Não se aplicam ao Office Professional Plus para Office 365, que é licenciado por assinatura.

  You can also use the Enter another product key option to enter a KMS key for Microsoft Visio Standard 2010 or Microsoft Visio Professional 2010. Visio 2010 is preinstalled with the Microsoft Visio Premium 2010 KMS client key by default. This enables all the Microsoft Visio Premium 2010 features. However, if you have a license agreement for either Microsoft Visio Standard 2010 or Microsoft Visio Professional 2010, you must install the appropriate KMS client key. The features that are available depend on the key that is installed.

  For more information, including a list of KMS keys for license agreements for Microsoft Visio Standard 2010 and Microsoft Visio Professional 2010, see Implantar o Visio 2010 in Implantar a ativação por volume do Office 2010.

  Observação

  You can also activate Office 2010 at the time that you install a MAK key by setting the AUTO_ACTIVATE property value. To do this, follow these steps:

  1. In the OCT, select Modify Setup properties on the left pane, and then click Add in the right pane.

  2. In the Add Property Value dialog box, in the Name box, type AUTO_ACTIVATE. Note that property names must be uppercase.

  3. In the Value box, type 1, and then click OK.

  For information about configuring the AUTO_ACTIVATE property by using the Config.xml file, see Setting element in Config.xml file in Office 2010.

• 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 the I accept the terms in the License Agreement check box, the user is not prompted to accept license terms either during installation or the first time that an Office application runs.

• Display level   Select the user interface that you want displayed to users during installation. The options are as follows:

  • Full - default   Setup runs interactively, displaying all 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.

    Importante

    In enterprise deployments, we recommend 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 being used. Setting Display level to None assumes that the Suppress modal and Completion notice options are silenced and that the license terms are accepted. Administrators must also make sure that no Office applications run during an installation of Office 2010.
    If you set Display level to Basic and select the Suppress modal option, users may be prompted if there are any Office files as they are being used. Setting Display level to None prevents prompting users in these cases. The Suppress modal option does not prevent files-in-use messages from being displayed; only Display level set to None prevents files-in-use messages from being displayed.

• 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 are displayed 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 previous options are identical to the settings in the Config.xml file that are 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, click Remove previous installations in the OCT, and in the results pane select Remove the following earlier versions of Microsoft Office programs, in the list select the Office application that you do not want to remove, click Details, and in the Select Earlier Versions to Remove dialog box, under Choose which earlier versions you want Setup to remove, clear the check box for the product you want to remove, and then click OK.

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 finish the installation until all command lines are executed.

In the OCT, click Add installations and run programs and in the results pane click Add to add a program to the list. To change a program, select the program in the list and then click Modify. To remove a program, select the program and then click Remove. To change the order of programs in the list, select a program and then click the Move arrows to move the program up or down in the list.

Office security settings

Customize the security settings for Office applications.

The following table lists the available options.

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 then click Modify. To remove a property that you have added, select the property and then click Remove.

For more information about properties and their values, see Setup properties in Office 2010.

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. Some applications also provide computer settings, including: Microsoft Excel 2010, Microsoft SharePoint Workspace 2010, Microsoft InfoPath 2010, Microsoft Office 2010 System, Microsoft Project 2010, Microsoft Word 2010, and Microsoft Visio 2010.

• Microsoft Access 2010

• Microsoft Excel 2010

• Microsoft SharePoint Workspace 2010

• Microsoft InfoPath 2010

• Microsoft Office 2010 System

• Microsoft OneNote 2010

• Microsoft Outlook 2010

• Microsoft PowerPoint 2010

• Microsoft Project 2010

• Microsoft Publisher 2010

• Microsoft SharePoint Designer 2010

• Microsoft Visio 2010

• Microsoft Word 2010

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 an earlier version of Office. If you change 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 Set feature installation states in the OCT and in the results pane right-click the feature, and in the shortcut menu click 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) are displayed in bold font. This indicates that Setup will apply these changes to the installation. Features that are not displayed in bold font are installed by using the default installation state. To remove a change, select the feature and select the Reset option or select the feature and click the Reset Branch button.

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 can't be advertised, Installed on First Use is not included in the list of available installation states for that feature.

The following options are also 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 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 states. In this case, the feature or application is not installed and is not available in maintenance mode. Users can't install the feature by changing the state of the parent feature. The only way to reverse the Not Available, Hidden, and Locked installation state selection 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. Then you 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 that 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 the same 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 time that is required to create the file.

• If you revise a file that is currently included in the customization file, you must open the customization file by using 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 together 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 key and CTRL key to select multiple files at the same 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 Office 2010 or files that were 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. However, you can configure only one profile in the Setup customization file. The settings in the following table enable you to customize a user’s 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.

Click Add to add a new account to the list. To modify an account in the list, select the account and then click Modify. To remove an account from the list, select the account and then click Remove.

You can also specify the following:

• Deliver new mail to the following location   When you configure an Exchange Server computer or add an Outlook data file (.pst), select this option to specify a delivery location for new e-mail messages. The default location is the Exchange Server computer, 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.

Exchange settings

Configure users' Microsoft Exchange settings in a new or modified Outlook profile. The following table lists the possible settings.

Export Settings

Export settings to a Outlook profile file (.prf).

Click the Export Profile Settings button to save the Outlook profile settings that 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, as shown in the following table.