Office XP Installation and Configuration on Terminal Server for Newmarket Products
Newmarket International, Inc.
October 31, 2002
Prerequisites:
Windows 2000 Terminal Services is properly configured according to latest documentation.
Office XP media with a CD key that has not been activated. (Note: Not needed if installing from a Select CD or administrative installation point.)
Office XP Resource Kit
Installing the Office XP Resource Kit:
1.Logon to the desktop of the Terminal Server
2.Place the TS into Install mode (Change user /install).
3.Navigate to \NI_TS\Office\Office XP\Office Resource Kit Tools and double-click on orktools.exe
4.Accept the License Agreement terms and click Next.
5.Choose a custom installation
6.Choose the default location for installation and click NEXT.
7.Adjust the options to only include the Custom installation Wizard, Terminal Server Tools and the Office Profile Wizard and click on Install Now:
8.Click Next then Install, When Setup is complete, click on OK
9.Place the TS in Execute Mode (Change user /execute)
Running the Custom Installation Wizard for Office XP:
1.Goto Start, Programs, Microsoft Office Tools, Microsoft Office XP Resource Kit Tools, Custom Installation Wizard.
2.At the Welcome Screen, click Next.
3.Insert the Office XP Installation CD (any version) into the drive.
4.Click on Browse, navigate to the <CD>\ProPlus.msi and click Open and Next. (Note: Each version of Office XP has a different MSI. ProPlus.msi is for Office XP Professional with Front Page, and SBERET.MSI is for Office Small Business Edition)
5.Choose open an existing MST file and navigate to C:\Winnt\Application Compatibiliy Scripts\Newmarket\Install\Template\ Choose the appropriate file, (NOTE: These are Newmarket supplied files. It should contain all the necessary settings listed below. Use Office_XP_PRO.mst for Pro and Office_XP_SBE.mst for Small Business), click on Open and Next
6.Save the MST file to C:\WINNT\Application Compatibility Scripts\Newmarket\Install\Template\ (Use the same filename, and overwrite)
7.Insert the name of your hotel and click Next.
8.At Remove Previous versions, Make no changes and click Next.
9.a. On the right hand side, check all 3 boxes and click on Apply to Branch.
b. Set Access, FrontPage, Outlook, and PowerPoint to “Not Available”
c. Under Microsoft Excel for Windows change Speech to Text to “Not Available”
d. Under Office Shared Features, change Alternative User Input, Office Assistant, Office XP Web Components and Office 2000 Web Components to “Not available”
e. Under Office Tools, change Microsoft Office Binder Support, Microsoft Office Document Imaging, Microsoft Office Shortcut Bar Microsoft Photo Editor, System Information, and Support for Fast Searching to “Not Available”
10.Choose Get Values from an existing settings profile and navigate to C:\WINNT\Application Compatibility Scripts\Newmarket\Logon\Template\Office_XP.OPS (Should work with most Office XP versions)
(Note: This is a Newmarketsupplied file with the basic settings to make our products function.The default save location for Word and Excel is changed to H:\My Documents, and the Macro Security is changed to Low.)
11.Uncheck Migrate user settings and click Next.
12.At Change Office User Settings
a)Under Microsoft Excel 2002 ->Tools | Options…->General, in the right hand pane, double click on “Default File Location”, choose Apply Changes and change the location to H:\My Documents. Click OK.
b)Under Microsoft Word 2002 ->Tools | Options…-> Spelling Grammar, in the right hand pane, double click on “Check spelling as you type”, Choose Apply Changes and leave the check box unchecked. Click OK. Right under Spelling & Grammar click on “File Locations”. In the right hand pane, double click on “Documents” and choose Apply Changes. In the Documents field type in “H:\My Documents”
c)Under Microsoft Office XP (machine) ->Security Settings, double click on Macro Security level and change it to Low. Click OK. Double Click on Excel Macro Security level and change it to low. Click OK.
13.At Add / Remove files to the installation, make no changes and click Next
14.At Add / Remove Registry Entries, make no changes and click Next
15.At Add, Modify, or Remove Shortcuts, adjust the shortcuts as shown and click Next.
16.At Identify Additional Servers, make no changes and click Next.
17.At Specify Office Security Settings, no changes and click Next.
18.At Add Installations and Run Programs, make no changes and click Next.
19.At Outlook: Customize Default Profile, choose use existing profile and click Next 2 times.
20.At Modify Setup Properties, make no changes and click Next.
21.At Save Changes, click Finish.
22.At Custom Installation Wizard, highlight the command as shown, right click on it and choose Copy (or Control-C), then click on Exit.
23.Office XP now requires you to include the Product ID (CD KEY) when installing from the command line.Open notepad and paste the contents from the previous screen. Between setup.exe and TRANSFORMS=, you must add the product key. It should look something like this: PIDKEY="XXXXXXXXXXXXXXXXXXXXXXXXX" (NOTE: This is not need if you are using a Microsoft Select CD, or are installing from an administrative installation point)Leave Notepad open.
Installing Office XP:
1.Copy the command line from notepad to the clipboard.
2.Place the server into Install mode as previously described.
3.Go to Start, Run and paste the command from the clipboard into the Open: box.
4.Add the CD drive letter at the beginning and click OK
5.Office will take anywhere from 2-15 minutes to install, during which time you will get no messages. You can open up Task Manager and the msiexec process is the actual installer doing its job. Alternatively, you can simply wait until the CD drive stops. (Note: The server may or may not reboot on it’s own. If you see no activity on the server and think the installation stopped, then look in the application event log. There is a good chance that the CD key was mistyped or not correct for the media used.)
6.When this screen disappears, then setup is complete.
7.Put the server into Execute Mode.
8.Launch Microsoft Word and register product. Close Word.
9.Put server in Install Mode.
10.Install Office XP Service Pack 1 if needed.
11.Install Office XP Service Pack 2.
Appendix A – Troubleshooting installation issues
Problem – Installation starts, but installation progress screen disappears with in a minute.
Solution – Check to make sure the Product key (CD KEY) is valid for the media you are using. You can check the application event log for MsiInstaller errors. See example in next solution.
Problem – You got a Windows Installer error.
Solution – Check to make sure your command line has all the quotation marks. If your command line paths contain any spaces, then you must use quotes around each path. EXAMPLE:
EXAMPLE: E\setup.exe PIDKEY="XXXXXXXXXXXXXXXXXXXXXXXXX" TRANSFORMS="C:\WINNT\Application Compatibility Scripts\Newmarket\Install\Template\Office_XP_PRO.MST" /qb-
Appendix B – Check Office XP settings
1.Open Microsoft Word, Click on Tools -> Macro -> Security. Check to make sure the setting is Low. Medium will work, but the user will be prompted every time they merge. High will not work at all. Change if necessary. Click OK.
2.Click on Tools -> Options. Click on the Spelling & Grammar tab. Make sure Check spelling as you type and Check grammar as you type is NOT checked. Make sure that always suggest corrections is checked. Click on the File Locations tab; make sure the Documents path is H:\My Documents or where the customer wants the default save location to be. Close Word.
3.Open Microsoft Excel, Click on Tools -> Macro -> Security. Check to make sure the setting is Low. Medium will work, but the user will be prompted every time they merge. High will not work at all. Change if necessary. Click OK.
4.Click on Tools -> Options. Click on the General tab. In the File Locations box; make sure the path is H:\My Documents or where the customer wants the default save location to be. Close Excel
5.If you made any changes see appendix C to change the Office default user profile.
Appendix C – Changing the Office default user profile
If you made any changes in appendix B please do the following steps. If you need to make any changes, follow the steps in Appendix B first.
1.Launch the Office Profile Wizard by clicking on START -> Programs -> Microsoft Office Tools -> Microsoft Office Resource Kit Tools -> Profile Wizard.
2.Click NEXT
3.Make sure that save the settings from this machine and all of the Office application is selected. In the settings file box it should read C:\WINNT\Application Compatibility Scripts\Newmarket\Logon\Template\Office_XP.OPS. Click FINISH
4.If updating an existing Terminal Server it will be necessary to remove the users Office tag file. To do this, make sure all users are off the Terminal Server(s), disable new logons and clear out all user profiles on the Terminal Server(s). On the server where the users roaming profiles are stored, search for the file Office_Installed.txtand delete all instances. Allow users to logon to the Terminal Server(s)