Use the Custom Installation Wizard to make changes to the default Microsoft® Office 2003 configuration. The wizard reads the package (MSI file) and records the modifications in a transform (MST file). When you run Setup with the transform, Windows Installer applies the transform to the designated package, and Setup installs the customized configuration.
When you use the Custom Installation Wizard to create a transform, note the following:
- After you specify the MSI file and MST file to use, you can navigate to any page of the wizard to modify settings. The wizard does not save your changes in the transform until you click Finish.
- Customizations that you set in the transform are overwritten by duplicate settings specified in the Setup settings file (Setup.ini) or on the Setup command line.
- The Custom Installation Wizard supports deployment scenarios typically found in enterprise organizations that acquire Office through a volume licensing program. For this reason, you cannot use the Custom Installation Wizard with a retail edition of Office 2003.
- Do not use the Office 2003 version of the Custom Installation Wizard with MSI files or MST files created for a previous version of Office. The wizard allows you to cancel the warning message and proceed, but the resulting transform does not produce the desired results.
You can apply a transform only during your initial installation of Office. To make post-installation changes, use the Custom Maintenance Wizard.
For more information about applying a transform during the Office installation, see Methods of Customizing Office.
For information about downloading and installing the Custom Installation Wizard, see Custom Installation Wizard in the Office Resource Kit Toolbox.
Open the MSI File
Choose the MSI file for the version of Office you are installing.
Name and path of MSI file to open
Enter the name and path of the package on the installation image. By default, the MSI file is located in the root folder of the Office CD or the root of the administrative installation point, in the same location as Setup.exe.
Tip The transform you create works only with the MSI file specified here. You cannot use it with another Office package.
Open the MST File
Create or use an existing MST file.
Create a new MST file
Click Next to specify the path and file name.
Open an existing MST file
Enter the name and path of an MST file that you want to modify. You can create a new transform based on an existing transform by opening the MST file and then saving it with a different name.
Tip If you use an existing transform, it must be compatible with the Office 2003 MSI file. For example, you cannot use a transform created for a previous version of Office or for another Office 2003 product.
Select the MST File to Save
Enter a name and path for this transform.
Name and path of MST file
If you opened an existing transform, you can save it with a different name and specify new settings for a different installation scenario.
Tip Save the MST file in the same folder as Setup.exe and the MSI file.
Specify Default Path and Organization
Enter a default installation location for all users who install Office with this transform.
Default installation path
This option sets the INSTALLLOCATION property. You can enter a relative path. You can also use predefined folder keywords to specify a path to standard folders in Microsoft Windows. The wizard automatically updates the default path on other pages with this location.
Enter a default organization name for all users who install Office with this transform. This name appears in the About box (Help menu) and on the banner pages of Office applications. If you specify an organization name when you create an administrative installation point, this option is set to <Default> in the wizard, and Setup uses the name specified during the administrative installation.
Note Typically, settings specified on the command line and in Setup.ini override settings in a transform. In this case, however, specifying an organization name in the transform overrides the COMPANYNAME property set in Setup.ini or on the command line.
Remove Previous Versions
Customize the way Setup handles upgrades from previously installed versions of Microsoft Office.
Default Setup behavior
Allow Setup to search for and remove previously installed versions of Office (Microsoft Office 95 to Microsoft Office XP). If you run Setup with a full user interface, users can choose which applications to remove on the Remove Previous Versions page during Setup.
Remove the following versions of Microsoft Office applications
Remove previously installed versions of Office automatically; do not display the Remove Previous Versions page during Setup or prompt the user for confirmation. At the end of the list, Obsolete Microsoft Office Files includes orphaned files, registry settings, Start menu shortcuts, and INI file settings installed by a previous version but no longer required for Office 2003.
Note Microsoft Office Outlook 2003 cannot coexist with previous versions of Outlook. If you choose to keep previous versions, do not install Outlook 2003.
Note When you run the Custom Installation Wizard with the Visio 2003 package, the Remove Previous Versions page is not displayed.
Select Previous Versions to Remove dialog box
To specify precisely which versions of which applications to remove, select the application and click Details, and then clear the check boxes for the versions you want to keep.
For more information about removing previous versions during Setup or before or after Office is installed, see Customizing Removal Behavior.
For information about downloading and installing the Office Removal Wizard, see Office Removal Wizard in the Toolbox.
Set Feature Installation States
Customize the way Office applications and features are installed on users' computers. To set a new default installation state for a feature in the feature tree, click the button next to the feature name and then select one of the available settings.
Copy files and write registry entries and shortcuts associated with the feature to the user's computer and run the application or feature locally.
Same as Run from My Computer, except that all child features belonging to the feature are also set to this state.
Leave the components for the feature on the administrative installation point and run the feature from there. This option is not available when you install from a compressed CD image and allow Setup to create a local installation source.
Same as Run from Network, except that all child features belonging to the feature are also set to this state. Note that some child features do not support Run from Network; these child features are installed to run on the local computer. This option is not available when you install from a compressed CD image and allow Setup to create a local installation source.
Leave the components for the feature and all its child features on the administrative installation point or in the local installation source until the user first attempts to use the feature, at which time the components are automatically installed. Note that some child features do not support Installed on First Use; these features are installed to run on the local computer.
Do not install the components for the feature or any child features belonging to the feature.
- Not Available, Hidden, Locked
Do not install the components for the feature and do not display the feature in the feature tree during Setup. Users cannot install the feature by changing the state of the parent feature or by calling Windows Installer directly from the command line.
Tip To fully expand the feature tree, run the Custom Installation Wizard (CustWiz.exe) with the /x command-line option.
To determine which features users can see in the feature tree during interactive Setup, right-click the feature and then select one of the following options:
Hide the feature from the user.
Display a previously hidden feature.
To disable installation states that rely on a network connection, select a feature in the feature tree and then select one or both of the following check boxes:
Prevent users from setting the selected feature to run from the network — the installation state does not appear in the list of options during initial Setup or in maintenance mode.
- Disable Installed on First Use
Prevent users from setting the selected feature to be installed on first use — the installation state does not appear in the list of options during initial Setup or in maintenance mode.
Use the following option to override default intelligent Setup behavior for a selected feature in the feature tree:
- Do Not Migrate Previous Installation State
Enforce the installation state set in the transform. (If you have already set the NOFEATURESTATEMIGRATION property for the entire package, then selecting this check box for a given feature has no effect.)
Use the following buttons to specify settings for a feature and all subordinate features in the feature tree:
Restore default feature installation states and property values for the feature and all its child features. This button also reverses any features set to Hide.
Apply the selected settings in the Properties box to the selected feature and all its child features.
Parent and child features
The feature tree is a hierarchy. Parent features contain child features, and child features can contain subordinate child features. For example, the Microsoft Word for Windows feature includes the child feature Help. The Help feature includes the child feature Help for WordPerfect Users.
When you change the default installation state for a feature, Setup might automatically change the installation state for parent or child features to avoid an unsupported installation configuration.
For example, if you set a parent feature to Installed on First Use or Not Available, and you set one of its child features to Run from My Computer or Run from Network, Setup changes the parent feature to the same state as the child feature.
For more information about customizing the way Office features are installed, see Customizing Office Features and Shortcuts.
Configure Local Installation Source
Accept the end-user license agreement (EULA) and enter a product key for users who install Office 2003 from a compressed source – for example, a copy of the Office 2003 CD on the network. This installation method allows you to create a local installation source on each user's computer. However, because you do not run Setup to create an administrative installation point, you must create a transform that handles the EULA and product key requirements.
End-user license agreement
Accepting the EULA on this page of the wizard indicates your agreement with the licensing terms associated with the Microsoft software you are customizing. You can view the text of your agreement in one of the following locations.
|Customers with a Volume License agreement
||See the terms in your Volume License agreement.
|Customers without a Volume License agreement
||For the package that you are customizing, run Setup with the /a option to view the EULA, and then click Cancel.
Do not configure local installation source
Select this option to use the default settings; however, the product key and EULA acceptance are not entered automatically. If users are installing from a compressed source, creation of a local installation source is enabled by default.
Configure local installation source
Select this option to enable creation of a local installation source. If you choose this option, you must accept the EULA before continuing in the wizard. Entering a product key is optional on this page.
Enter a valid 25-character Volume License Key. Alternatively, you can set the PIDKEY property on the command line or on the Modify Setup Properties page later in the wizard.
- I accept the terms in the License Agreement
Select this check box to accept the terms of your license agreement on behalf of all users who install Office from the compressed source.
Important You cannot customize other local installation source settings in the Custom Installation Wizard because the transform is applied too late in the installation process. To configure the way this behavior works (for example, to specify the drive on which Setup creates the local installation source), you must set properties on the command line or in Setup.ini. For more information about setting these properties, see the Setup Settings File topic and read the [Cache] entry.
Customize Default Application Settings
Distribute default values for user-defined application settings by adding a Microsoft Office profile settings file (OPS file) to the transform. Alternatively, you can allow Setup to migrate users' settings from a previous version of Office.
Do not customize; use Microsoft default values
Do not modify user-defined settings in Office applications during Setup. When you select this option, the wizard automatically selects the Migrate user settings check box. If you added an OPS file to the transform during a previous session of the wizard, selecting this option removes it.
Get values from an existing settings profile
Add an OPS file to the transform. When you select this option, the wizard automatically clears the Migrate user settings check box. If you added an OPS file to the transform during a previous session of the wizard, select this option to specify a new OPS file or an updated version of the original OPS file.
Keep the settings profile that you already added
Use the OPS file added to the transform during a previous session of the wizard. This option appears only when the transform already contains an OPS file.
Migrate user settings
Preserve users' custom settings from a previous version instead of specifying new default settings. (Setup migrates user settings by default.) If you add an OPS file to the transform and also select this check box, then Setup first applies custom settings from the OPS file and then migrates the user's custom settings, overwriting any conflicting settings.
The following methods of customizing user settings override settings specified on this page of the wizard:
- User settings and registry entries specified on later pages of the wizard
- Settings applied by running the Profile Wizard separately
- Settings managed by policies
For more information about customizing application settings, see Customizing User-Defined Settings.
Note When you run the Custom Installation Wizard with the Visio 2003 package, the Customize Default Application Settings page is not displayed, and you cannot add an OPS file to the transform. However, on the Add Installations and Run Programs page, you can specify that the Profile Wizard run at the end of the installation and apply an OPS file stored in another location.
Change Office User Settings
Customize specific user-defined options in Office applications — for example, settings that might have been omitted from an OPS file. To configure an option, select the user-interface element in the tree on the left; all configurable settings associated with that element appear on the right. Double-click a setting and then select one of the following options:
The setting remains as it is.
The setting is modified based on your choices in the dialog box.
Note When you click Apply Changes to view a setting, and then click OK or Previous Setting or Next Setting, the status changes to Configured, even if you do not change the setting. Inadvertently configuring the setting with an empty hyperlink, path, or file name can cause errors in the application. If you clicked Apply Changes and wish to ignore your changes or avoid configuring the setting, click Cancel.
For more information about customizing application settings, see Customizing User-Defined Settings.
Note When you run the Custom Installation Wizard with Microsoft Office Visio® 2003 and Microsoft Office Project 2003, the Change Office User Settings page is not displayed. To deploy Visio or Project with custom settings, run the Profile Wizard to capture and then distribute settings to users. Alternatively, you can manage Visio and Project settings by using Group Policy and the Visio 2003 policy template (Visio11.adm) or the Project 2003 policy template (Proj11.adm).
Add files to, or remove files from, users' computers when Office is installed.
Add Files tab
- Click Add, select the file you want to add to the installation, and click Add again. In the File Destination Path dialog box, enter the installation location for the file on users' computers. You can add files in groups, provided each group is installed in the same folder.
- To remove a file previously added to the transform, select it and click Remove.
When adding files to an Office installation, note the following:
- Files are copied into the transform when you click Finish. Large files increase the size of the MST file and the amount of time it takes to create the MST file.
- If you revise a file that is currently attached to the transform, you must remove the file from the transform and then add the revised version.
- Files you add to a transform are not removed or replaced if the user modifies, removes, repairs, or reinstalls Office.
- Files added to the Remove Files tab are removed before files listed on the Add Files tab are installed. This behavior allows you to delete existing files on users' computers and replace them with new versions. If the target file on a user's computer has been renamed or modified since it was originally created, an added file with the same name does not automatically replace it.
Remove Files tab
- Click Add and enter the path and file name of the file you want to add to the list of files that Setup deletes from users' computers. Paths must begin with a predefined Windows token, a UNC path, or a drive letter.
- To remove any file previously listed in the transform as a file to remove, select it and click Remove.
To change the destination path for files being added or removed, select the file or files on the Add Files or Remove Files tab, click Modify, and enter a new path.
Add/Remove Registry Entries
Registry entries customized on this page may override settings customized on previous pages of the wizard. Use this page to customize options that cannot be set directly in the Office user interface and are not configurable through other wizards or tools.
Add Registry Entry tab
- Click Add to define a new registry entry and add it to the MST file.
- Select an entry and click Modify to change the value of an existing entry.
- Select an entry and click Remove to remove a registry from the list of registry entries to be added.
- Click Import to add a set of entries from a registry file (REG file). If an entry in the REG file duplicates an entry on the Add Registry Entry tab, the wizard prompts you to choose whether to overwrite existing registry entries with those in the REG file.
Add/Modify Registry Entry dialog box
When you add or modify a registry entry on the Add Registry Entry tab, enter the following information in the Add/Modify Registry Entry dialog box:
Select the branch that contains the entries you want to add or modify. Settings are applied once per user (HKEY_CURRENT_USER) or once per computer (HKEY_LOCAL_MACHINE). Note that you cannot add registry entries to the root of HKEY_LOCAL_MACHINE or HKEY_CURRENT_USER.
Select a data type for the registry value.
Enter the name of the subkey where the entry is stored. For example, Software\Microsoft\Office\11.0\Common.
Select this check box if the registry entry does not contain a value name or value data. Some settings are determined by the presence or absence of the registry entry.
Enter a name for the new registry entry. If you include Value data but leave this field blank, the value is assigned the name <Default>. A key can have only one <Default> value name.
Enter the data (value) to store in the new registry entry. The data must match the data type.
Remove Registry Entry tab
- Click Add to specify a registry entry to remove from users' computers during the installation.
- Click Modify to change the location or value of a registry entry already listed.
- Click Remove to remove a registry from the list of registry entries to be removed.
Delete/Modify Registry Entry dialog box
When you add or modify a registry entry on the Remove Registry Entry tab, enter the following information in the Delete/Modify Registry Entry dialog box:
Select the branch that contains the entries you want to remove.
Enter the full name of the subkey where the entry is stored. For example, Software\Microsoft\Office\11.0\Common.
Enter the name of the registry entry you want to remove. To remove the entire subkey, including all its value entries, leave the Value name field blank.
Note If a user modifies, removes, repairs, or reinstalls Office, registry entries that you add through a transform are not added again. Similarly, registry entries that you remove through a transform are not removed again.
For more information about customizing user settings through the Windows registry, see Customizing User-Defined Settings.
Add, Modify, or Remove Shortcuts
Modify or remove default shortcuts to installed Office applications; add shortcuts to any files installed with Office 2003 or already on the user's computer.
On the Installed tab, add, modify, or remove shortcuts to existing applications. On the Not Installed tab, add, modify, or remove shortcuts to applications that have not yet been installed. The Add, Modify, and Remove buttons work the same way on both tabs:
- Click Add to add a new shortcut.
- Select a shortcut and click Modify to edit shortcut properties.
- Select a shortcut and click Remove to delete the shortcut.
Add/Modify Shortcut Entry dialog box
When you add or modify a shortcut, enter the following information in the Add/Modify Shortcut Entry dialog box:
Specify the application associated with the shortcut by selecting a predefined application keyword or by entering the name and path of the file to which the shortcut will point. If you select an application keyword, the wizard automatically enters information in the remaining boxes. You can add command-line options by appending a space and a list of options to the target name.
The names in the list correspond to features that you selected on the Set Feature Installation States page of the wizard, plus any custom files that you added to the installation on the Add Files to the Installation page.
For example, to customize the Microsoft Office Word 2003 shortcut to open a Word document as a template, select <Microsoft Word> and append the /t option as follows:
<microsoft word> /t "C:\Tools\Accounting Forms.doc"
Note If the target string contains a space, you must enclose it in double quotation marks ("").
Specify the folder in which the shortcut is created by selecting a predefined folder keyword or entering the name and path to the location of the shortcut. You can specify a subfolder by appending a backslash (\) followed by the subfolder name.
For example, to install the Microsoft Word shortcut in the Microsoft Office 2003 subfolder in the Programs folder in the Start menu, select <StartMenu\Programs> and append the subfolder name as follows:
Specify a name for the shortcut by entering any string.
Specify the default starting folder for the application by entering a path. If you leave this box blank, the default folder is set to the folder where the target file resides. If the path is not valid on a user's computer, the user sees an error message when trying to use the shortcut.
For example, to install the Microsoft Word shortcut in the Microsoft Office subfolder in the Programs folder on the Start menu, enter the following:
Enter an optional keyboard shortcut for the application or file.
Select the type of window the application or file should start in (Normal window, Minimized, or Maximized).
Select a different icon for the shortcut.
Note If you add a shortcut to a custom application or file, that shortcut is not updated or removed if the user modifies, repairs, reinstalls, or removes Office.
For more information about customizing shortcuts, see Customizing Office Features and Shortcuts.
Identify Additional Servers
Specify additional servers to use when the primary installation image is unavailable. Copy the original administrative installation point or compressed CD image to these backup locations. Windows Installer (or Office Source Engine, if you are using a local installation source) connects to the first available server in the list to install features on demand, run features from the network, or repair Office.
To add a source to the list, click Add and enter the path to a network server.
If all users have access to the server with the same drive letter, you can use a drive letter in the path. You can also use a UNC path. The path can contain environment variables delimited by percent signs (%) if they are defined for all users.
Note The wizard does not verify the server path or attempt to connect to the server when you enter it in the list.
- To edit the path, select a server from the list and click Modify.
- To remove a server from this list, select it and click Remove.
- To change the order of the list, and the order in which Windows Installer or Office Source Engine checks for an available server, select a server and click the up or down Move arrow.
For more information about creating and replicating an administrative installation point on a network server, see Creating an Administrative Installation Point.
For more information about creating a compressed CD image, see Taking Advantage of a Local Installation Source.
Specify Office Security Settings
Customize security settings for Office applications.
Note You cannot add Microsoft Office Project 2003 security settings to the transform on this page of the wizard. To deploy Project with custom security settings, use Group Policy and the Project 2003 policy template (Proj11.adm) to set security policies.
Note Security settings specified in a transform become the default settings on users' computers; however, users can change them after installation. To help lock down security settings, use policies. For more information, see Locking Down an Office Configuration.
Manage the list that identifies trusted sources for digitally signed macros, add-ins, Microsoft ActiveX controls, and other executable code used by Office applications. Unlike Office XP, Office 2003 applications now share a certificate-based trusted sources list with Internet Explorer.
Click Add to add a digital certificate (CER file). Adding the default Microsoft CER files ensures that all add-ins and templates are installed on users' computers with Office 2003 applications.
Toolbox The Office 2003 Editions Resource Kit includes the default Microsoft digital certificates (CER files). To download the CER files, see the Office 2003 Resource Kit Localized Downloads
For more information about digital certificates and trusted sources, see Working with Trusted Trust Publishers.
Default security levels
Set default security levels for add-ins and templates and for Office 2003 applications.
Add-ins and Templates Security Level
Double-click Add-ins and templates and set security to one of the following levels:
- Do not configure the security level
The transform does not modify the setting specified on the user's computer. New applications are installed with the default setting, which is Trust all installed add-ins and templates.
- Trust all installed add-ins and templates
Users can run add-ins or templates already installed on their computers, including custom tools and add-ins and templates from previous versions of Office.
- Do not trust installed add-ins and templates
Users cannot run add-ins or templates already installed on their computers. To retain use of legacy macros or custom templates, you must digitally sign and certify them with a certificate of trust issued by a certificate authority, and then add the source to the Trusted Publishers list. To retain add-ins and templates from previous versions of Office, you must add Microsoft to the list of Trusted Publishers.
Note If you set the default security level for Add-ins and Templates to Do not trust installed add-ins and templates, then add-ins and templates from previous versions of Office will not run unless you add the Microsoft certificate that was used to sign them to the list of Trusted Publishers. The CER files created for Office 2003 also cover Office XP versions of add-ins and templates.
Application Security Levels
Double-click an application and set security to one of the following levels:
- Do not configure the security level
The transform does not modify the setting specified on the user's computer. New applications are installed with default settings; by default, all Office applications being installed for the first time have the security level set to High.
If a user opens an Office document that contains signed macros from an untrusted source, Office disables the macros before opening the file.
If a user opens an Office document that contains signed macros from an untrusted source, users are warned when the document contains executable code, but they can choose to open the file and run the macros anyway.
No security check is performed when users open a file; any code and macros present in the file are allowed to run. This level is not recommended.
Note Security levels that you specify on this page of the wizard are applied even if the application is already installed on users' computers. If you are staging a deployment of Office and stand-alone Office applications, note that security levels in the transform overwrite any previously applied security settings on users' computers.
For more information about security levels in Office 2003 application, see Macro Security Levels in Office 2003.
Unsafe ActiveX initialization
Determine whether unsigned, and therefore potentially unsafe, ActiveX controls can initialize using persisted data. The registry key modified by this setting is HKEY_CURRENT_USER\Software\Microsoft\Office\Common\Security.
The transform does not modify the setting specified on the user's computer. New applications are installed with default setting, which is Prompt user to use persisted data.
- Prompt user to use control defaults.
The user is warned before an application initiates ActiveX controls that might be unsafe. If the user trusts the source of the document, the control is initialized using its default settings.
- Prompt user to use persisted data
The user is warned before an application initiates ActiveX controls that might be unsafe. If the user trusts the source of the document, the control is initialized using persisted data.
All unsigned ActiveX controls run without prompting the user. This setting provides the least protection and is not recommended.
For more information about ActiveX controls in Office 2003 applications, see Activex Controls and Office Security.
Disabling support for Visual Basic for Applications in Office applications
You can install Office 2003 without Visual Basic for Applications (VBA), which can be appropriated by malicious viruses. On the Set Feature Installation States page of the wizard, set the feature to Not Available or Not Available, Hidden, Locked. (Visual Basic for Applications appears under Office Shared Features in the feature tree.)
If you install Office without VBA, then no VBA macros will run on the computer. In addition to preventing malicious viruses, however, this setting also disables all features that rely on VBA, including many wizards, templates, and add-ins and all macros. Furthermore, you cannot install Microsoft Office Access 2003 without also installing VBA.
Disabling support for VBA does not protect you from other potential entry points for viruses, including ActiveX controls on a Web page or EXE files attached to e-mail messages. You can install VBA and still help to maintain a high level of security by using policies to enforce security settings.
Add Installations and Run Programs
Run additional executable programs after the Office installation is complete. Setup executes each command line in the order listed and does not terminate until all the command lines are executed.
Note Do not add a program that must restart the computer to complete, or Setup will terminate and any subsequent programs will not run.
- To add a program, click Add.
- To modify information for a program, select it and click Modify.
To remove a program from the list, select it and click Remove.
To change the order of the list, and the order in which Setup runs the programs, select a program and click the up or down Move arrow.
Add/Modify Program Entry dialog box
When you add or modify a program entry, enter the following information in the Add/Modify Program Entry dialog box:
Enter the path to any executable file (for example, a Windows-based EXE file or an MS-DOS batch file). Click the down arrow to select a predefined folder location. If the file is located on the Office administrative installation point, you can use a relative path.
Add command-line options. (For more information about command-line options, see Setup Command-line Options.)
- Run this program only once per machine
Run the program the first time Office is installed on the computer, and not when subsequent users log on and start an Office application.
- Run this program once for each user
Run the program for each user who logs on and starts an Office application.
- Run this program only the first time this product is installed
Run the program the first time the product is installed (per machine) or once for each user who logs on and starts an Office application (per user). The program does not run if Office is reinstalled.
- Run this program every time this product is installed
Run the program every time Office is installed, recached, or reinstalled on the computer (per machine or per user).
Note If you are adding additional Windows Installer packages to the Office installation, use the Setup settings file (Setup.ini) to chain the installations, rather than calling the programs from this page of the wizard. For more information, see Deploying Office and Other Products Together.
Outlook: Customize Default Profile
Customize users' 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 transform.
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 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.
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.
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 you install Office on a locked-down computer where the user does not have administrative privileges, then users cannot configure their Outlook profile after Office is installed. For more information about creating and configuring Outlook profiles for users, see Customizing Outlook Features and Installation With the Custom Installation Wizard.
Outlook: Specify Exchange Settings
Configure users' Microsoft Exchange settings in a new or modified Outlook profile.
Exchange Server connection
Do not configure an Exchange Server connection
Prompt the user for profile and account information the first time Outlook starts, unless a profile already exists on the computer.
Configure an Exchange Server connection
Configure settings for a new Exchange Server connection or replace the settings in an existing Exchange Server connection.
Identify the user with a specific value or replaceable parameter. If you use the default %USERNAME%, then Outlook uses the user's logon name.
You can specify =%USERNAME% to use the exact logon name provided, rather than prompting users with possible variations when Outlook starts.
Enter the name of an Exchange server that is likely to be available when users start Outlook. When each user starts Outlook for the first time, Outlook replaces this value with the user's correct Exchange server.
Provide only a literal server name in this text box; for example, Exch-2-Srvr. Do not include backslashes (\\) or similar syntax.
- Overwrite existing Exchange settings if an Exchange connection exists
Replace an existing Exchange Server account in the user's profile with this account.
Microsoft Exchange Server dialog box
When you are configuring an Exchange Server connection, click the More Settings button to set up user accounts for offline use or to configure Outlook to connect to an Exchange mailbox by using an HTTP connection.
Select the Enable offline use check box and provide the following information:
- Path and file name of the Offline Store file
- Directory path to store Offline Address Book
Note These options are not equivalent to enabling the Cached Exchange Mode feature. However, if Cached Exchange Mode is configured, then Outlook uses the Offline Store file (OST file) defined here. For more information, see Setting Up Outlook 2003 Cached Exchange Mode Accounts.
Select the Connect to Exchange Mailbox using HTTP check box and provide the following information:
- Use this URL to connect to the proxy server for Exchange
- Connect using SSL only
- Mutually authenticate the session when connecting with SSL
In the Principal name for proxy server box, specify a name for the proxy server to use for mutual authentication.
By default on a fast network, Outlook attempts to connect by using the LAN connection first. On a slow network, Outlook attempts to connect by using HTTP first. You can override default behavior in either case by changing the following settings:
- On a fast network, connect using HTTP first, then by using the TCP/IP
To change the default behavior for fast networks, select this check box.
- On a slow network, connect using HTTP first, then by using the TCP/IP
To change the default behavior for slow networks, clear this check box.
In this dialog box you can also select an authentication method to use when connecting to the Exchange proxy server:
- Use this authentication method when connecting to the proxy server for Exchange
Select an authentication method. The default method is Password Authentication (NTLM).
For more information about connecting to an Exchange server by using HTTP, see Configuring Outlook 2003 for RPC Over HTTP.
Click OK to return to the Outlook: Specify Exchange Settings page of the wizard.
Cached Exchange Mode
Use the following options to configure users' Outlook profile to use a local copy of the Exchange mailbox:
Do not configure Cached Exchange Mode
By default Exchange mailboxes are accessible from the Exchange server, rather than being cached on users' computers in an OST file.
Configure Cached Exchange Mode
Create an Offline Store file (OST file) or use an existing OST file; users work with a local copy of their Exchange mailbox. (You specify a file name and folder for the OST file by clicking the More Settings button on this page of the wizard.)
Configure additional settings for using Cached Exchange Mode.
Select this check box to configure Cached Exchange Mode for users, and then select one of the following options:
Download copies of headers only from users' Exchange mailboxes.
- Download headers followed by the full item
Download copies of headers from users' Exchange mailboxes, and then download copies of messages.
Download copies of full messages (headers and message bodies) from users' Exchange mailboxes.
In addition, you can choose one or both of the following Cached Exchange Mode options.
- On slow connections, download only headers
Turn off default behavior by clearing the check box. By default, Outlook detects when users have a slow connection and automatically switches to downloading only headers from users' Exchange mailboxes.
- Download Public Folder Favorites
Download users' Public Folder Favorites to the local cache; the check box is cleared by default. This setting can create very large OST files.
Outlook: Add Accounts
Include new Outlook e-mail accounts in the user's profile. (You may have already added an Exchange account on the previous page of the wizard.)
- Do not customize Outlook profile and account information
Do not add accounts to a new or modified Outlook profile.
- Customize additional Outlook profile and account information.
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 in the wizard, including the information on this page.
When you add additional accounts to an Outlook profile, the wizard allows you to specify the following:
- Click Add to add an account to the list. You can configure this account in the MST file by clicking Next and entering information in the Account Settings dialog box.
- Select an account in the list and click Modify to make changes to the account.
- Select an account in the list and click Delete to remove it from the MST file.
- 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.
Account Settings dialog box
When you add or modify an account, the wizard displays options appropriate for that type of account in the <Account> Settings dialog box.
- Enter the information appropriate for the account, such as account name, user name, mail server, and e-mail address.
- Click More Settings for additional configuration options.
- Click Finish to save the information in the MST file and return to the Outlook: Add Accounts page of the wizard.
To help ensure that e-mail services do not overlap, Outlook may not allow you to add more than one new account for the same type of service. For example, Outlook verifies that all POP accounts have unique names. The following table shows how Outlook determines whether a new account of the same type as an existing account can be added to the MST file.
||Data used to determine whether conflict exists
|Hotmail or HTTP
||File name and path to PST file
||File name and path to Unicode PST file
|Outlook Address Book
||Existence of account
|Personal Address Book
||Existence of account
||Existence of provider
Outlook: Remove Accounts and Export Settings
Remove existing e-mail accounts or export settings to a PRF file. The option to remove accounts is available only when you select Modify Profile on the Outlook: Customize Default Profile page of the wizard.
- 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.
Export Profile Settings
Click the Export Profile Settings button to save Outlook profile settings defined in the wizard in a PRF file.
Tip An efficient way to create an Outlook profile file (PRF file) is to use the Custom Installation Wizard to make your selections and then export them to a PRF file — even if you are not using a transform to deploy Office. You can edit the PRF file to make additional customizations not exposed in the wizard. For example, you can add an e-mail provider not listed in the wizard.
Outlook: Customize Default Settings
Customize default application settings for Outlook.
- Convert Personal Address Book (PAB file) to an Outlook Address Book
If Outlook detects a PAB file on the user's computer, convert it to an Outlook Address Book.
Outlook default settings
- Customize Outlook e-mail defaults
Select default settings for users' e-mail messaging. If you leave this check box empty, Outlook uses default settings.
Choose Outlook or Word as the default e-mail editor. (The default is Wordmail.) Choosing Word is equivalent to selecting Use Microsoft Word to edit e-mail messages on the Mail Format tab (Tools |Options menu) in Outlook. Note that this setting does not determine the format of outgoing messages created by the user in Outlook. In order to use Wordmail with Outlook 2003, you must install Word 2003.
Select the format for outgoing messages created by the user in Outlook. Options are html, rich text, or plain text. (The default is html.)
Outlook: Specify Send/Receive Group Settings (Exchange Only)
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.
Do not configure Send/Receive settings
Do not configure settings for Send/Receive groups. Outlook is configured with only the All Accounts group and its default settings. (If users have created additional groups, those groups migrate when users upgrade to Outlook 2003.)
Configure Send/Receive settings
Configure settings for Send/Receive groups (Exchange accounts and folders only).
- Click New to create a new group of accounts and folders and enter a name in the New Group Name box.
- Click Modify to specify or redefine options for a Send/Receive group.
- Click Rename to change the name of an existing Send/Receive group.
- Click Remove to remove an existing Send/Receive group.
Modify Group dialog box
When you modify a group, select from the following options in the Modify Group dialog box.
Under Select options for this Send/Receive group, select the following options:
Send mail items from the Outbox when executing a Send/Receive for this group.
Receive mail items when executing a Send/Receive for this group.
- Make folder home pages available offline
Refresh the content in folder home pages when executing a Send/Receive for this group.
Synchronize forms when executing a Send/Receive for this group.
Under Change folder options for this Send/Receive group, select a folder and then provide the following information:
- Include this folder in Send/Receive
Add this folder to the set of folders to be updated during a Send/Receive for this Send/Receive group,
Download only headers for this folder when updating by executing a Send/Receive for this Send/Receive group.
- Download complete item including attachments
Download entire e-mail messages (or other items) for this folder when updating by executing a Send/Receive for this Send/Receive group.
- Download only headers for items larger than
When items are larger than the specified size, download only the header for the item. This setting applies to only this folder when updating by executing a Send/Receive for this Send/Receive group.
Click OK to return to the Outlook: Specify Send/Receive Group Settings page of the wizard.
Specify settings for the Send/Receive group selected in the list. (The name of the selected group appears in the option label). You can specify different settings for when Outlook is online or offline.
- When Outlook is Online
- Include this group in Send/Receive
Execute a Send/Receive action on this group when the user clicks Send/Receive.
- Schedule an automatic Send/Receive every n minutes
Choose the interval between each Send/Receive action.
- Perform an automatic Send/Receive when exiting
Automatically execute a Send/Receive action for this group when the user exits Outlook.
- When Outlook is Offline
- Include this group in Send/Receive
Execute a Send/Receive action on this group when the user clicks Send/Receive.
- Schedule an automatic Send/Receive every n minutes
Choose the interval between each Send/Receive action.
Exchange Address Book
- Download offline address book
Download the offline address book when the user clicks Send/Receive.
- Click Address Book Settings to specify the following in the Modify Address Book Settings dialog box:
- Download changes since last Send/Receive
Determine whether to download only updates to the address book since the last download and then choose whether to download Full Details or No Details.
For more information about customizing users' Exchange account settings, see Configuring Exchange Server Send/Receive Settings in Outlook 2003.
Modify Setup Properties
Set properties to be applied during the Office installation. You can specify new values for default properties on this page of the wizard; however, you cannot remove default properties.
- To add a property, click Add.
- To modify a property setting, select it and click Modify.
- To remove a property from the list, select it and click Remove.
Note Properties you set on this page overwrite duplicate settings on previous pages of the wizard. You can set most of the properties on this page in Setup.ini or on the command line. Properties set in Setup.ini or on the command line overwrite any properties set in the transform.
Add/Modify Property Value dialog box
When you add or modify a Setup property, enter the following information in the Add/Modify Property Value dialog box:
For example, select NOFEATURESTATEMIGRATION.
For example, select Clear property.
For more information, see Setup Properties.
Click Finish to save your changes. When you click Finish, the wizard writes the settings you specified to the MST file. The wizard also generates a command line that runs Setup.exe in quiet mode and applies your custom MST file.
Note Users must run the command line generated by the wizard against an administrative installation point or compressed CD image on which you have supplied a valid Volume License Key. Otherwise, the installation fails. If users run Setup with a basic display setting (/qb), they are alerted by an error message. If users run Setup silently (/qb-), however, the installation fails silently. If you did not supply a Volume License Key when you created the administrative installation point or in the MST file, you can set the PIDKEY property on the command line. For more information, see the topic Setup Properties and read the PIDKEY section.