Tasks | Estimate (minutes) | Estimate (hours) |
Customize setup | | |
Office Customization Tool (OCT) overview: Used to customize an installation of Office. The OCT is part of the Setup program, is the recommended tool for most customizations, and available only with volume license versions of Office | 30 | 0.50 |
Config.xml file: Used to configure installation tasks and is used only while running Setup; it is not installed or cached on users' computers. Administrators can edit the Config.xml file to customize the installation at a high level. | 30 | 0.50 |
Customize Setup before installing Office: Setup controls the complete installation. This includes processes that Windows Installer handled in Office versions earlier than the 2007 Office system. Customizing the default behavior of Setup lets you control the process � for example, to run the installation without user interaction, to handle the product key and the Microsoft Software License Terms on behalf of users, and to specify an organization name or a different installation location. | 15 | 0.25 |
Volume activation options(*1): Activation for the 2007 Microsoft Office system was required only for Microsoft software purchased from retail stores and OEMs. Product keys entered in Microsoft Office Enterprise 2007 bypassed activation. For Office 2010, the activation method uses Office Activation Technologies, based on the Software Protection Platform introduced in Windows Vista and Windows Server 2008. | | |
KMS (Key Management Service) | 15 | 0.25 |
MAK (Multiple Activation Key) | 15 | 0.25 |
Implementation: | | |
OCT generated MSP | 15 | 0.25 |
Customized Config.xml file | 15 | 0.25 |
Configure user settings for Office: There are many user settings that you can configure in the OCT to customize the user's environment. When you configure a user setting, that setting is in place when the user first runs an Office application. | | |
Access | 10 | 0.16 |
Excel | 10 | 0.16 |
Outlook | 10 | 0.16 |
PowerPoint | 10 | 0.16 |
Word | 10 | 0.16 |
Office | 10 | 0.16 |
Project | 10 | 0.16 |
Publisher | 10 | 0.16 |
OneNote | 10 | 0.16 |
InfoPath | 10 | 0.16 |
SharePoint Workspace(*8) | 10 | 0.16 |
Visio | 10 | 0.16 |
Configure feature installation states for Office: Use the OCT to change the default way that Office features are installed, setting some to be installed on the user's computer, some to be installed only on first use, and some not to be installed. | | |
Access | 5 | 0.08 |
Excel | 5 | 0.08 |
SharePoint Workspace(*8) | 5 | 0.08 |
OneNote | 5 | 0.08 |
Outlook | 5 | 0.08 |
PowerPoint | | |
Publisher | 5 | 0.08 |
Office Shared Features | 5 | 0.08 |
Office Tools | 5 | 0.08 |
Microsoft Visio Viewer | 5 | 0.08 |
Microsoft Word | 5 | 0.08 |
Microsoft InfoPath | | |
Add installations and run programs: By default, the Setup program for the Microsoft Office system installs one Office product at a time. You can use the chaining feature to customize Setup to run an arbitrary command or a lightweight executable that you want to run when this product is installed. | 20 | 0.33 |
32/64-bit OCT architecture and Import functionality(*2): Office 2010 includes two architecture-specific versions of the OCT, one for 32-bit Office 2010 and one for 64-bit Office 2010. You can import a 32-bit .msp file into the 64-bit OCT, and the .msp can then be used to customize 64-bit Office 2010 products and vice versa. | 10 | 0.16 |
View XML content from Office Customization Tool customization files:Use a Visual Basic script to view an XML file which lists the settings stored in Setup customization (MSP) files. | 20 | 0.33 |
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Customize specific features | | |
Customize language setup and settings: Use Office Language Packs to create and edit in multiple languages, change the Office user interface language settings, proof documents in many languages, and access localized help. | | |
Specify one or more languages to be installed on client computers | 45 | 0.75 |
Deploy different languages to different groups of users | 15 | 0.25 |
Customize language settings | 15 | 0.25 |
Customize and install the Office Proofing Tools Kit | 20 | 0.33 |
Customize the Office user interface: In the 2007 Office system, the Ribbon extensibility model was introduced. In Office 2010, the Office Fluent UI is fully customizable. This includes the ribbon, the Quick Access Toolbar, and the built-in context menus. | | |
Deploy a customized Ribbon and Quick Access Toolbar(*4) | 30 | 0.50 |
Deploy Quick Access Toolbar customizations(*5) | 30 | 0.50 |
Enforce settings by using Group Policy: Use Group Policy settings to define and maintain an Office configuration on users' computers. Unlike other customizations (i.e., default settings distributed in a Setup customization file), policy settings are enforced and can be used to create highly managed or lightly managed configurations. | 45 | 0.75 |
Disable user interface items and shortcut keys: Administrators can use Group Policy to disable commands and menu items for Office applications by specifying the toolbar control ID (TCID) for Office controls. | 20 | 0.33 |
| | |
Configure security | | |
Configure security settings by using the Office Customization Tool and Group Policy (Overview) | 30 | 0.50 |
Configure trusted locations and trusted publishers settings by using the OCT and Group Policy: Use OCT and Group Policy to disable trusted locations, specify shared folders as trusted locations, restrict trusted locations, and add trusted publishers/digital certificates. | 15 | 0.25 |
Configure security settings for ActiveX controls, add-ins, and macros by using the OCT and Group Policy: Change the manner in which ActiveX and Visual Basic for Applications functions, or disable it completely. | 15 | 0.25 |
Configure privacy options using the OCT and Group Policy: Minimize external exposure of private information. | 10 | 0.08 |
Configure document protection settings using the OCT and Group Policy: Encryption settings/options. | 10 | 0.08 |
| | |
Configure Outlook | | |
Configure Outlook profiles by using the OCT: Using the OCT, you can create Outlook profiles, modify the settings in existing Outlook profiles, Exchange server connections, and define other account information. | 20 | 0.33 |
Configure Outlook Anywhere: Configure user accounts in Microsoft Outlook to connect to Microsoft Exchange Server 2003 or later over the Internet without using virtual private network (VPN) connections. This feature�connecting to an Exchange account by using Outlook Anywhere�enables Outlook users to access their Exchange Server accounts from the Internet when they are traveling or are working outside their organization's firewall. | 15 | 0.25 |
Configure Cached Exchange Mode: When a Microsoft Outlook account is configured to use Cached Exchange Mode, Outlook works from a local copy of a user's Exchange mailbox stored in an Offline Folder file (.ost) on the user's computer and with the offline address book (OAB). The cached mailbox and OAB are updated periodically from the Exchange server. | 15 | 0.25 |
Configure Exchange Server send/receive settings: Define Send/Receive groups for users' Microsoft Exchange Server accounts and folders and specify tasks that are performed on each group during a Send/Receive action in Outlook. | 15 | 0.25 |
Configure multiple Exchange accounts(*7): With Outlook 2010, you can add, modify, or remove multiple Exchange Server e-mail accounts to an Outlook profile the same way you can for other e-mail accounts by using the OCT. Without any additional configuration, Outlook 2010 can connect to up to ten Exchange accounts from a single profile. | 15 | 0.25 |
Customize Outlook profiles by using a PRF file: Outlook profile files (PRF) allow you to quickly create MAPI profiles for users. By using a PRF file, you can set up new profiles for users or modify existing profiles without affecting other aspects of your installation. You can also manually edit a PRF file to customize Outlook to include settings or MAPI services that are not included in the OCT user interface. | 15 | 0.25 |
| | |
Total | 750 | 12.5 |