deployment guide for office 2013

i Deployment guide for Microsoft Office 2013 Microsoft Corporation Published: October 2012 Author: Microsoft Office System and Servers Team (itspdocs@microsoft.com) Abstract This book provides deployment instructions for Office 2013. The audiences for this book include application specialists, line-of-business application specialists, and IT administrators who are ready to deploy Office 2013. The content in this book is a copy of selected content in the Office 2013 technical library as of the publication date. For the most current content, see the technical library on the web. ii This document is provided “as-is.” Information and views expressed in this document, including URL and other Internet website references, may change without notice. You bear the risk of using it. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes. © 2014 Microsoft Corporation. All rights reserved. Microsoft, Access, Active Directory, Backstage, Bing, Excel, Groove, Hotmail, Hyper-V, InfoPath, Internet Explorer, Office 365, OneNote, Outlook, PerformancePoint, PowerPoint, SharePoint, Silverlight, OneDrive, Visio, Visio Studio, Windows, Windows Live, Windows Mobile, Windows PowerShell, Windows Server, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. iii Contents Getting help xvii Volume activation of Office 2013 1 Articles about volume activation for Office 2013 1 Plan volume activation of Office 2013 2 Plan a deployment 2 Review activation methods 3 Key Management Service (KMS) 4 License state of the Office 2013 KMS client 4 Publication of the KMS service 5 Client discovery of KMS 5 KMS activation thresholds 6 KMS activation renewal 6 Use KMS for computers that run Windows and Office 2013 client products 6 Multiple Activation Key (MAK) 7 MAK architecture 7 Active Directory-Based activation 7 Volume Activation Management Tool (VAMT) 3.0 8 Plan for KMS activation 9 Plan DNS server configuration 9 Activate the KMS host 9 Prepare KMS clients 9 Activate as a standard user 10 Plan for Active Directory-Based activation 10 Plan for MAK activation 10 No authenticated proxy server support 10 Volume activation methods in Office 2013 12 KMS and MAK activation 12 KMS host platforms for Office 2013 activation 13 Generic Volume License Keys (GVLKs) for Office 2013 14 Active Directory-Based activation 15 Activating Office 2013 by using the Office 2013 Volume License Pack 15 Volume Activation Management Tool (VAMT) 3.0 15 Deploy volume activation of Office 2013 17 Prepare and configure the Office 2013 Preview client 17 Activate KMS clients 18 iv Activate Active Directory-Based activation clients 18 Activate MAK clients 18 Office Customization Tool (OCT) 19 Config.xml file 19 Volume Activation Management Tool 19 The Backstage view 20 The ospp.vbs script 20 Rearm the Office installation 20 Prepare and configure the Office KMS host 21 Set up and activate the Office KMS host 21 Sppsvc state stopped error 23 Manually install the Office 2013 Preview KMS host key and activate 24 Configure the Office 2013 Preview KMS host 24 Slmgr.vbs command options - standard 25 Slmgr.vbs command options – Active Directory –based activation 27 Verify successful activation of the Office KMS host 28 Configure DNS 29 Use tools to configure client computers in Office 2013 30 Tips for configuring KMS clients and hosts 30 The ospp.vbs script 31 Global options for ospp.vbs 31 KMS client options for ospp.vbs 33 Scenarios that use ospp.vbs 33 Volume Activation Management Tool (VAMT) 35 Customize installations of Office 2013 36 Articles about how to customize Office 2013 36 Customize Setup before installing Office 2013 38 Use the OCT to customize the installation 38 Create a network installation point 39 Customize Setup 39 Install Office silently 42 Configure a silent installation of Office 2013 44 Modify the Config.xml file to configure a silent installation 45 Use the OCT to a configure silent installation and automatic activation 47 Create custom configurations of Office 2013 49 Office Customization Tool versions 49 Create a custom configuration 50 Choose a deployment method 57 v Config.xml example 58 Office Customization Tool (OCT) in Office 2013 60 Overview of the Office Customization Tool 60 Updates folder 61 Modify existing installations 62 Choose OCT options 63 Office Customization Tool options 63 Architecture-specific versions of the Office Customization Tool 64 Importing Office Customization Tool .msp customization files 65 Configuring Setup, Features, Additional content, and Outlook settings 66 Setup 67 Installation location and organization name 67 Additional network sources 68 Add/Modify Network Server Entry dialog box 68 Licensing and user interface 68 Config.xml settings and corresponding OCT options 71 Remove previous installations 71 Add installations and run programs 72 Add/Modify Program Entry dialog box 72 Windows folders 73 Office security settings 73 Security settings 74 Modify Setup properties 76 Add/Modify Property Value dialog box 77 Add/Modify property value settings 77 Features 77 Modify user settings 77 OCT user and computer settings states 78 Set feature installation states 78 Feature installation states 79 Feature options 80 Additional content 82 Add files 82 File Destination Path dialog box 83 Special folders 83 Remove files 83 File Path dialog box 84 Special folders (file path) 84 Add registry entries 84 Add/Modify Registry Entry dialog box 85 vi Add/Modify Registry Entry dialog box options 85 Remove registry entries 86 Delete/Modify Registry Entry dialog box 86 Delete/Modify Registry Entry dialog box options 86 Configure shortcuts 87 Add/Modify Shortcut Entry dialog box 87 Add/Modify Shortcut Entry dialog boxoptions 87 Virtual key names and hexadecimal key codes 89 Outlook 90 Outlook Profile 91 Outlook profile customization options 91 Add Accounts 91 Add Account and Account Settings dialog box 92 Adding additional accounts 92 Exchange settings 93 Exchange options 93 More Exchange Server Settings 93 Exchange 93 Outlook Anywhere options 93 Cached Mode 94 Cached Mode options 95 Export Settings 95 Specify Send/Receive Groups 96 Send/Receive groups options 96 New Exchange Group dialog box 96 Modify Group dialog box 97 Send/Receive settings for the selected group 97 Folder options for this Send/Receive group 97 Rename Exchange Group dialog box 98 Send/Receive settings for the selected group 98 Modify Address Book Settings dialog box 98 Downloading updated OCT files 99 Config.xml file in Office 2013 100 Config.xml element quick reference 101 Config.xml quick reference 101 How Setup uses Config.xml 102 Config.xml file format 102 Config.xml element reference 104 Formatting conventions 104 Configuration element 105 vii Attributes 105 Configuration element attributes 105 Example 105 AddLanguage element 106 Attributes 106 AddLanguage attributes 106 Example 107 ARP element 108 Attributes 108 ARP attributes 108 Command element 109 Attributes 109 Command attributes 109 Examples 112 COMPANYNAME element 112 Attributes 112 COMPANYNAME attributes 112 Example 113 Display element 113 Attributes 113 Display attributes 113 Example 115 DistributionPoint element 115 Attributes 115 DistributionPoint attributes 115 Example 116 INSTALLLOCATION element 116 Attributes 116 INSTALLLOCATION attributes 116 Example 117 LIS element 117 Attributes 117 LIS attributes 117 Example 118 Logging element 118 Attributes 119 Logging attributes 119 Example 120 OptionState element 120 Attributes 120 OptionState attributes 121 viii Example 121 PIDKEY element 121 Attributes 122 PIDKEY attributes 122 Example 123 RemoveLanguage element 123 Attributes 123 RemoveLanguage attributes 123 Example 124 Setting element 124 Attributes 124 Setting attributes 124 Examples 126 SetupUpdates element 126 Attributes 126 SetupUpdates attributes 127 Example 127 USERINITIALS element 127 Attributes 128 USERINITIALS attributes 128 Example 128 USERNAME element 128 Attributes 128 USERNAME attributes 128 Example 129 Sample Config.xml file 129 Setup command-line options for Office 2013 130 /admin 130 Example 130 /adminfile [path] 130 Example 131 /config [path] 131 Example 131 /modify [ProductID] 131 Example 132 /repair [ProductID] 132 Example 132 /uninstall [ProductID] 133 Example 133 ix Setup properties in Office 2013 134 Property quick reference 134 Windows Installer properties and their use in Office 2013 134 Available properties 136 Replaced properties 137 Replaced Windows Installer properties 137 Blocked properties 139 Office activation 140 Setup architecture overview for Office 2013 141 Setup process 142 Setup sequence of events 142 Run Setup 143 Check prerequisites 143 Read XML data 144 Build the feature tree 145 Create a local installation source on the user's computer 146 Install Office 146 Apply the customization file 146 Apply software updates 147 Including more than one product on the installation point 147 Running Setup interactively 148 Language-neutral design 148 Language versions of Office 149 Language packs for Office 149 Streamlined customization model 150 Using the Office Customization Tool 150 Customizing a new installation 151 Making changes to an existing Office installation 151 Using the Config.xml file to customize Office 151 Using Setup command-line options 152 Using Group Policy 152 Required local installation source 153 Creating a local installation source on users' computers 154 Deploying the local installation source by itself 154 Consolidated update process 155 Applying Office updates during new installations 155 Updating existing Office installations 156 Customize the Accessibility Checker for Office 2013 157 Increase the visibility of violations 157 x Control what the checker reports 158 Group Policy settings for Excel 2013 158 Group Policy settings for PowerPoint 2013 160 Group Policy settings for Word 2013 163 Outlook 2013 167 Outlook 2013 deployment articles on TechNet 167 Planning overview for Outlook 2013 169 Determining an organization’s needs 169 MSI versus Click-to-Run deployment methods 169 Upgrade or initial installation of Outlook 170 Migrating data 170 Remote and roaming users 170 Multilingual requirements 171 Client and messaging server platforms 171 Choosing when and how to install Outlook 172 Customizing Outlook settings and profiles 172 Configuring subscriptions and other sharing features for Outlook 173 Using Outlook with Remote Desktop Services (formerly known as Terminal Services) 173 Mail apps for Outlook 173 AutoArchive in Outlook 173 Outlook data files (.pst) 174 Retention policies in Outlook 174 Outlook security and privacy considerations 175 Limiting viruses and junk email messages for users 175 Configuring cryptographic features for Outlook 176 Restricting permission on email messages 176 Outlook 2013 and email protocols and servers 176 Upgrading from an earlier version of Outlook 176 Upgrading to Office 2013 with Cached Exchange Mode enabled 177 Additional considerations when planning an Outlook upgrade 178 Choose between Cached Exchange Mode and Online Mode for Outlook 2013 180 Overview of Cached Exchange Mode and Online Mode 180 Choosing between Cached Exchange Mode and Online Mode 181 When to use Cached Exchange Mode 181 When to use Online Mode 181 Special considerations for Cached Exchange Mode 182 How Cached Exchange Mode can help improve the Outlook user experience 182 Outlook features that can reduce the effectiveness of Cached Exchange Mode 184 [...]... Office 2013 before you capture the image or create the virtual machine For information about 17 capturing an image, see Configure Office 2010 for capturing an image For more information about rearming an Office 2013 installation, see Rearm the Office installation later in this article Activate KMS clients All volume license editions of Office 2013 have a KMS client key preinstalled For the Office 2013. .. Project 2013 and Visio 2013 Important: This information applies to volume-licensed editions of Office 2013 It does not apply to either Office Professional Plus for Office 365 or Office 365 ProPlus, both of which are licensed through subscription KMS and MAK activation The KMS and MAK activation processes for Office 2013 are basically the same as they were for Office 2010, except that the Office 2013 KMS... use for activating volume-licensed (VL) editions of Office 2013 Volume activation methods in Office 2013 Learn about the methods that are available for activating volume-licensed editions of Office 2013 Deploy volume activation of Office 2013 Describes how to prepare and configure the Office 2013 client and the Office KMS host for volume activation Use tools to configure client computers in Office 2013. .. This information applies to volume-licensed editions of Office 2013 It does not apply to either Office Professional Plus for Office 365 or Office 365 ProPlus, both of which are licensed through subscription The following table lists and describes articles about volume activation for Office 2013 Articles about volume activation for Office 2013 Article Description Plan volume activation of Office 2013. .. Security in Office 2013 321 Office 2013 security articles on TechNet 321 Security overview for Office 2013 322 Authentication and Identity in Office 2013 Preview 322 Office 2013 Preview, Designed with security top of mind—from the beginning 328 Authentication in Office 2013 330 Office authentication protocols 330 Office authentication... Planning Guide Important: This information applies to volume-licensed editions of Office 2013 It does not apply to either Office Professional Plus for Office 365 or Office 365 ProPlus, both of which are licensed through subscription In this article:  Prepare and configure the Office 2013 Preview client  Prepare and configure the Office KMS host  Configure DNS Prepare and configure the Office 2013 Preview... install the Office 2013 Volume License Pack on Windows 7 The KMS host installer prompts you to install and activate the KMS host key For more information, see Deploy volume activation of Office 2010  If you install the Office 2013 Volume License Pack on Windows Server 2012 The Microsoft Office 2013 Volume Activation Tools wizard starts when the Office 2013 Volume License Pack is installed For details,... of Office 2010 Plan MAK independent activation of Office 2010 Plan MAK proxy activation of Office 2010 Deploy volume activation of Office 2010 Tools to configure client computers in Office 2010 Troubleshoot volume activation for Office 2010 16 Deploy volume activation of Office 2013 Updated: October 16, 2012 Summary: Describes how to prepare and configure the Office 2013 Preview client and the Office. .. Management Tool Technical Reference 11 Volume activation methods in Office 2013 Published: July 16, 2012 Summary: Learn about the methods that are available for activating volume-licensed editions of Office 2013 Applies to: Office 2013 | Visio 2013 | Project 2013 Audience: IT Professionals Three volume activation (VA) methods are available for Office 2013:  Key Management Service (KMS)  Multiple Activation... deployment of Office Activation Technologies for volume activation of Office 2013 in several steps Before you read this article, we recommend that you read Volume activation overview for Office 2010 We also highly recommend that you read the Windows Volume Activation Planning Guide Important: This information applies to volume-licensed editions of Office 2013 It does not apply to either Office Professional . in Office 2013 317 Security in Office 2013 321 Office 2013 security articles on TechNet 321 Security overview for Office 2013 322 Authentication and Identity in Office 2013 Preview 322 Office. 158 Group Policy settings for Excel 2013 158 Group Policy settings for PowerPoint 2013 160 Group Policy settings for Word 2013 163 Outlook 2013 167 Outlook 2013 deployment articles on TechNet. Config.xml file for Office 2013 Proofing Tools Kit 284 Precaching the local installation source for the Office 2013 Proofing Tools Kit 286 Customize language setup and settings for Office 2013 287