Use the Custom Installation Wizard to make changes to the default Microsoft® Office XP configuration. The wizard reads the package (MSI file) and records the modifications in a transform (MST file). When you run Setup with both the package and the transform, Windows Installer applies the transform to the original 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.
  
• Do not use the Office XP version of the Custom Installation Wizard with MSI files or MST files created for Office 2000. The wizard allows you to cancel the warning message and proceed, but the resulting transform does not produce the desired results.

Open the MSI File
Open the MST File
Select the MST File to Save
Specify Default Path and Organization
Remove Previous Versions
Set Feature Installation States
Customize Default Application Settings
Change Office User Settings
Add/Remove Files
Add/Remove Registry Entries
Add, Modify, or Remove Shortcuts
Identify Additional Servers
Specify Office Security Settings
Add Installations and Run Programs
Outlook: Customize Default Profile
Outlook: Specify Exchange Settings
Outlook: Add Accounts
Outlook: Remove Accounts and Export Settings
Outlook: Customize Default Settings
Customize IE5 Installation Options
Modify Setup Properties
Save Changes
Predefined Folder Keywords To Use in Paths

For more information about applying a transform during the Office installation, see Customizing the Office Installation.

You can apply a transform only during an initial installation of Office. To make post-installation changes, use the Custom Maintenance Wizard.

Open the MSI File

Choose the MSI file (package) for the version of Office you are customizing.

Name and path of MSI file to open

Enter the name and path of the package on the administrative installation point. 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. If you ignore the warning message and use the transform with another Office package or a previous version of Office, the transform does not produce the desired results.

---

Example:

\\server\share\OfficeXP\Proplus.msi

Open the MST File

Create or use an existing MST file (transform).

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 XP MSI file specified on the previous page of the wizard. For example, if you created the transform for Proplus.msi, then you must open it with Proplus.msi. To verify which package a transform is based on, right click the MST file name in Windows Explorer and click Properties; the product name and version number appear on the Summary tab. Alternatively, open the MST file in the MST File Viewer; the text file lists the name of the MSI file.

---

Example:

\\server\share\OfficeXP\MyTransform.mst

Select the MST File to Save

Enter a name and path for the 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 and organization name 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 a standard folder in Windows. The wizard automatically updates the default path on other pages with this location.

Examples:

<ProgramFiles>\Microsoft Office
<DriveWithMostFreeSpace>\Office XP

For a list keywords, see Predefined Folder Keywords To Use in Paths.

Organization name

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, including deleting unneeded files and registry entries.

Default Setup behavior

Allow Setup to search for and remove previously installed versions of Office (Office 4.x to Office 2000). 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.

You can also specify a subset of previous versions to remove. Select the application in the box and click Details, and then clear the check boxes for the versions you want to keep.

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 XP.

---

 Note    Microsoft Outlook 2002 cannot coexist with previous versions of Outlook. If you choose to keep previous versions, do not install Outlook 2002.

---

For more information about removing previous versions during Setup or before or after Office is installed, see Customizing Removal Behavior.

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 icon next to the feature name and then select one of the available settings.

---

 Tip    To fully expand the feature tree, run the Custom Installation Wizard (CustWiz.exe) with the /x command-line option.

---

• Run from My Computer

  Copy files and write registry entries and shortcuts associated with the feature to the user's computer and run the application or feature locally.

• Run all from My Computer

  Same as Run from My Computer, except that all child features belonging to the feature are also set to this state.

• Run from Network

  Leave the components for the feature on the administrative installation point and run the feature from there.

• Run all from Network

  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 on the local computer.

• Installed on First Use

  Leave the components for the feature and all its child features on the administrative installation point until the user first attempts to use the feature, at which time the components are automatically copied to the local hard disk. Note that some child features do not support Installed on First Use; these features are installed on the local computer.

• Not Available

  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.

  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

  Hide the feature from the user.

• Unhide

  Display a previously hidden feature.

Additional options appear under Properties. 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:

• Disable Run from Network

  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. Selecting this option also changes any features already set to Run from Network to Run from My Computer.

• 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. Selecting this option also changes any features already set to Installed on First Use to Run from My Computer.

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:

• Reset Branch

  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 to Branch

  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.

Customize Default Application Settings

Distribute default values for Office 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 customize user settings in the transform. 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. Select this option to specify a new OPS file or to replace an existing OPS file with an updated version.

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 user’s 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 system policies

For more information about customizing application settings, see Customizing User-defined Settings.

Change Office User Settings

Customize user-defined options in Office applications, including settings 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:

• No Changes

  The setting remains as it is.

• Apply Changes

  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. To ignore changes to an unconfigured setting, click Cancel.

  ---

  For more information about customizing application settings, see Customizing User-defined Settings.

Add/Remove Files

Add files to, or remove files from, users' computers when Office is installed.

Add Files tab

• Click the Add button, select the file you want to add to the installation, and click Add again.
  
• In the 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 the Remove button.

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 transform and the amount of time it takes to create the transform.
  
• 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 the Add button and enter the path and file name of the file you want to delete from users' computers. Paths must begin with a predefined folder keyword a UNC path, or a drive letter. (For a complete list of predefined folder keywords, see Predefined Folder Keywords To Use in Paths.)
  
• To remove from the list any file previously specified in the transform as a file to remove, select it and click the Remove button.

Modify button

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 transform.
  
• Click Modify to change the value of an existing entry.
  
• 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 use the registry entries in the list or to overwrite them with those in the REG file.

Add/Modify Registry Entry dialog box

• Root

  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). Under Windows 2000 or later, you cannot add registry entries to the root of HKEY_LOCAL_MACHINE or HKEY_CURRENT_USER.

• Data type

  Select a data type for the registry value. (Note that under Windows 98 and Windows Me the REG_EXPAND_SZ and REG_MULTI_SZ data types are not available.)

• Key

  Enter the name of the subkey where the entry is stored. For example, SOFTWARE\Microsoft\Office\10.0\Common.

• Create empty key

  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.

• Value name

  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.

• Value data

  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.

  ---

   Note   The Import button is not available on the Remove Registry Entry tab.

  ---

  
  Delete/Modify Registry Entry dialog box
  
• Root

  Select the branch that contains the entries you want to remove.

• Key

  Enter the full name of the subkey where the entry is stored. For example, Software\Microsoft\Office\10.0\Common.

• Value name

  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 working with the Windows registry and registry editors, see the Registry Editor Overview on the Microsoft TechNet Web site

Add, Modify, or Remove Shortcuts

Modify or remove default shortcuts to installed Office applications; add shortcuts to any files installed with Office XP 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.

---

 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.

---

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.

When you add or modify a shortcut, you enter the following information in the Add/Modify Shortcut Entry dialog box:

• Target

  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 Word shortcut to open a Word document as a template, select <Microsoft Word> in the Target box 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 ("").

  ---

• Location

  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 XP subfolder in the Programs folder in the Start menu, select <StartMenu\Programs> in the Location box and append the subfolder name as follows:

  <StartMenu\Programs>\Microsoft Office XP

• Name

  Specify a name for the shortcut by entering any string.

• Start in

  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.

• Shortcut key

  Enter an optional keyboard shortcut for the application or file.

• Run

  Select the type of window the application or file should start in (Normal window, Minimized, or Maximized).

• Change Icon

  Select a different icon for the shortcut.

Identify Additional Servers

Specify additional servers to use when the primary installation server is unavailable. Copy the original administrative installation point to these backup locations. Windows Installer 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 server to the list, click Add and enter the path. 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 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 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.

Specify Office Security Settings

Customize security settings for Office applications.

Trust Settings

Manage the list that identifies trusted sources for digitally signed macros, add-ins, ActiveX® controls, and other executable code in Office applications.

• Clear all existing trusted source lists

  Clearing the list of trusted sources on users' computers helps prevent previously trusted macros and other executable code from previously trusted sources from running.

• Help make sure that users cannot add trusted sources through Office

  Locking the list of trusted sources helps prevent users from adding certificates to the trusted sources list.

• Add Microsoft to the list of trusted sources

  Adding Microsoft to the list of trusted sources helps make sure that all add-ins and templates installed with Office XP applications run on users' computers. If you select Do not trust installed add-ins and templates, then add-ins and templates from previous versions of Office will not run unless you add Microsoft to the list of trusted sources.

  ---

   Note    You cannot create a list of trusted sources directly in the transform; however, you can use the Profile Wizard to capture a preconfigured list in an OPS file and then add the OPS file to the transform.

  ---

Default Security Levels

Select an application and click Modify to set security to one of the following levels:

• High

  If a user opens an Office document that contains macros from an untrusted source, Office disables the macros before opening the file.

• Medium

  If a user opens an Office document that contains macros from an untrusted source, users are warned that the document contains executable code, but they can choose to open the file and run the macros anyway.

• Low

  No security check is performed when users open a file, and macros from untrusted sources — with or without certificates — will run. This level is not recommended.

• Do not configure the security level

  The application is installed with default settings; by default, all Office applications are installed with the security level set to High.

  ---

   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 deployment of Office and stand-alone Office applications, note that security levels in the transform overwrite any previously applied security settings on users' computers.

  ---

Select Add-ins and templates and click Modify to set security to one of the following levels:

• 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 and add the source to the trusted sources list. To retain add-ins and templates from previous versions of Office, you must add Microsoft to the list of trusted sources.

• Do not configure the security level

  Use the default setting Trust all installed add-ins and templates.

Unsafe ActiveX Initialization

Determine whether ActiveX controls can save persistent data.

• Initialize using control defaults. User will be warned

  The control runs with default settings. The user is warned that data will not be saved in the hosted document the next time the control is initialized. This setting helps provide a high level of protection against a virus transmitted through an ActiveX control.

• Prompt user to use persisted data or control defaults

  Users can choose to initialize the control with persistent data and reuse the data the next time the control is activated.

• Do not configure

  Depending on the design of the ActiveX control, it may or may not save data from one instance of the control to the next. If the control is designed to allow for persistent data, then selecting this option allows the control to persist data and does not prompt or warn the user in any way.

  ---

   Note    Security settings specified in a transform become the default settings on users' computers; however, users can change them after installation. To lock down security settings, use system policies. For more information, see Using System Policies.

  ---

  
  

  ---

  Disabling support for VBA in Office applications

  You can install Office XP 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 helping prevent malicious viruses, however, this setting also disables all features that rely on VBA, including Office Tools on the Web; many wizards, templates, and add-ins; and all macros. Furthermore, you cannot install Access at all 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 maintain security by using system policies to help 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. For example, you can use this page to run the Profile Wizard automatically after Office XP is installed, instead of adding an OPS file to the transform.

---

 Note    Do not add a program that must restart the computer to complete, or Setup will terminate and any subsequent programs added to the transform will not run.

---

To add a program, click Add and enter the following information in the Add Program Entry dialog box:

• Target

  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.

• Arguments

  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 once 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 the first time each user logs on and starts an Office application (per user). The program does not run when Office is recached or 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).

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.

---

 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 Including Additional Packages in the Office Installation.

---

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 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 next three pages of 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 next three 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 next three pages of the wizard.

• Apply PRF

  Import an Outlook profile file (PRF file) to define a new default profile. Selecting this option disables the next three 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 2002. 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 2002, provided that the profile defines only MAPI services.

  ---

  Environment variables and Windows 98 or Windows Me

  When you use a PRF file to import a Personal Address Book (PAB) or personal folders file (PST file), Windows stores the imported files on each user’s computer in a location determined by the environment variable %&nbspUSERPROFILE %. However, under Windows 98 and Windows Me %&nbspUSERPROFILE % is not defined by default.

  To prevent users from being prompted for the file location when Outlook first starts, you can define %USERPROFILE% programmatically. Alternatively, you can instruct users to accept the default location when prompted. The files are then automatically stored in a location from which Outlook can open and use them.

  ---

  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 an Outlook Installation

Outlook: Specify Exchange Settings

Configure users’ Exchange settings in a new or modified Outlook profile.

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.

• User name

  Identify the user with a specific value or replaceable parameter. If you use the default %USERNAME%, then Outlook uses the user’s logon name.

  ---

   Note   In Windows 98 and Windows Me, the environment variable %USERNAME% is not defined by default. If you do not define it, then Outlook uses the Windows NT 4.0 domain log-on name.

  ---

  Exchange server

  Enter the name of the Exchange server to use. Provide only a literal server name in this text box; for example, Exch-2-Srvr. Do not include backslashes (\\) or similar syntax. When each user starts Outlook for the first time, Outlook replaces this value with the user’s Exchange server.

• Overwrite existing Exchange settings if an Exchange connection exists

  Replace an existing Exchange Server account in the user’s profile with this account.

When you are configuring an Exchange Server connection, click the More Settings button to set up user accounts for offline use:

• Path and file name of the Offline Store file (OST file)
  
• Directory path to store Offline Address Book (OAB file)

For more information about customizing users’ Exchange account settings, see Customizing an Outlook Installation.

Outlook: Add Accounts

Include new Outlook e-mail accounts in the user’s profile.

• 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 the information you specify here.

When you add additional accounts to an Outlook profile, the wizard allows you to specify the following:

• Add

  Click Add to add an account to the list. If you add an account to this list, you must configure it before saving it in the MST file.

• Modify

  Select an account in the list and click Modify to make changes. The wizard displays options appropriate for the account you select.

• Delete

  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 Folder 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.

To help make sure 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.

---

 Note    You save only one Outlook profile configuration per transform. If you need to create more than one profile, you must create a separate transform for each one.

---

Outlook: Remove Accounts and Export Settings

Remove existing e-mail accounts or export settings to a PRF file. These options are 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 this button to save the profile settings defined in the wizard to a PRF file.

---

 Tip    An efficient way to create an Outlook 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 also 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 applications 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, it converts it to an Outlook Address Book.

Customize Outlook e-mail defaults

Select default settings for user’s e-mail. If you leave this check box empty, Outlook uses default settings.

• Default e-mail editor

  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.

• Default e-mail format

  Select the format for outgoing messages created by the user in Outlook. Options are html, rich text, or plain text. (The default is html.)

Customize IE5 Installation Options

Customize the way Internet Explorer 5 is installed on users’ computers. Note that Internet Explorer is not installed by default when you install Office XP. Instead, users are prompted during the System Files Update to install or upgrade to Internet Explorer 5.01.

---

 Important   This page of the Custom Installation Wizard is available only when you are creating a transform to customize the System Files Update package (Osp.msi), which includes Internet Explorer 5.01, on computers running Windows NT 4.0 or Windows 98. For more information about how Office XP Setup handles installation of Internet Explorer, see Tasks Handled by Setup.

---

Choose one of the following options to determine whether users are prompted to install or upgrade to Internet Explorer 5.01:

• Do not install Internet Explorer 5

  Do not install Internet Explorer 5.01 and do not prompt the user to install or upgrade. This option is equivalent to setting the NOIE property to True. If you run Office Setup quietly, selecting this option helps makes sure that Internet Explorer 5.01 is not installed. Office XP features that rely on Internet Explorer 5.01 are not fully functional.

• Upgrade to Internet Explorer 5

  If a previous version of Internet Explorer, another browser, or no browser is installed, prompt the user to choose whether to install or upgrade to Internet Explorer 5.01. This option is equivalent to setting the NOIE property to False. If you run Office Setup quietly, selecting this option helps make sure that Internet Explorer 5.01 is installed. (Note that Setup does not remove or modify other browsers when it installs Internet Explorer.)

From this page of the wizard, you can start the Internet Explorer Administrators Kit (IEAK) to further customize the installation. To start the IEAK, click the Customize button. For more information about the process, click the Help button in the IEAK. Note that you must have both Internet Explorer 5.01 and the IEAK already installed on your computer.

When you use the IEAK to customize the Internet Explorer 5.01 installation, the contents of the original IE5 folder are not updated. Instead, the wizard creates a new subfolder named IE5_Cust and saves the new file name and path in the transform. You can move or rename the folder; however, keeping the IE5 folder in a location relative to the Osp.msi makes it easier to replicate the Office XP administrative installation point.

Additional options on this page of the wizard allow you to determine how Internet Explorer 5.01 is installed:

• File name and path of Internet Explorer 5 Setup

  Enter the file name and path of the Internet Explorer 5.01 Setup program. The default value is .\IE5\EN\IE5Setup.exe and is relative to the location of the Osp.msi on the administrative installation point — the Files\Osp\<LCID> subfolder.

• Internet Explorer 5 upgrade mode

  Select the default upgrade mode for Internet Explorer 5.01: Standard or Minimum. You can use the IEAK to specify which components are included in each mode.

  ---

   Note    The IEAK refers to these modes as Typical and Minimal.

  ---

• Make Internet Explorer 5 the default browser

  Make Internet Explorer 5 the default browser on the user’s computer. The default is not to make Internet Explorer the default browser.

• Display the Internet Explorer 5 icon on the user’s desktop

  Install the Internet Explorer 5.01 icon to the user’s desktop. The default is to install the icon.

• Do not prompt the user to install Internet Explorer 5 during Microsoft Office Setup

  Do not prompt the user to install or upgrade to Internet Explorer 5.01 during Setup. Select this option when you are running Setup with a full user interface but you do not want users to install Internet Explorer 5.01.

  ---

   Note   Even when you choose not to install or upgrade to Internet Explorer 5.01, Office Setup still installs a subset of required components, including HTML Help. For more information, see Tasks Handled by Setup.

  ---

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 and enter the name and value.

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.

---

For more information, see Setup Properties.

Save Changes

Click Finish to save your changes, or modify your choices by returning to previous pages in the wizard. Your changes will be applied when you run Setup.

Predefined Folder Keywords to Use in Paths

Use the following predefined keywords to specify the path to a standard Windows folder. Many options in the Custom Installation Wizard include a drop-down list of the most commonly used keywords.

---

 Note    Keywords are case-sensitive and must be entered exactly as they are shown, with no added spaces and including the angle brackets (<>).

---

Use the following keywords to specify Windows folders.

On computers running under Windows 2000 or Windows NT 4.0, or under Windows Me or Windows 98 with user profiles enabled, use the following keywords to specify folders unique to a particular user.

The following keywords represent system folders (if Office is installed per computer) or user-specific folders (if Office is installed per user).

For example, under Windows 98 or Windows Me without user profiles enabled, you might use a keyword in the path C:\Windows\<Desktop>. This location is the same for all users of the computer.

If user profiles are enabled under Windows 98 or Windows Me, the keywords represent different folders depending upon the following conditions:

• If the Start menu is shared and Office is installed per computer, then the keywords refer to Windows folders. For example, C:\Windows\AllUsers\<Desktop>
  
• If the Start menu is not shared and Office is installed per user, then the keywords refer to user-specific folders. For example, C:\Windows\Profiles\UserID\<Desktop>