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 Setup sequence of events
Setup sequence of events in the 2007 Office system

Updated: 2006-07-25

Unlike previous versions, the 2007 Microsoft Office system is not installed as a single Windows Installer package (MSI file). Instead, a language-neutral core package is combined with one or more language-specific packages to make a complete product. Setup assembles the individual packages and orchestrates a seamless installation. Setup also handles customization and maintenance tasks during and after Office is installed on users' computers.

Typically, the first step in a corporate installation of Office is to create a network installation point—a task as simple as copying all the files and folders from the Office product CD to a shared network location. At a minimum, the network installation point contains the language-neutral core package plus language-specific folders for one language. This installation point serves as the initial source for all users who install Office.

In the simplest scenario, you deploy an Office product from the network installation point with one language version and a single set of customizations for all users. Setup handles this scenario automatically. If you deploy multiple products or languages, you can add them to the same network installation point and specify exactly which products and languages to include in the installation. In all of these scenarios, Setup performs the same tasks to assemble the correct set of MSI files and to complete the installation.

NoteNote:

Unlike previous versions of Microsoft Office products, the 2007 Office system does not allow you to create an administrative installation point by running Setup with the /a command-line option to extract compressed source files. Instead, all installations occur from the compressed source.

Setup chain of events

The basic Setup chain of events occurs in the same sequence in every deployment scenario, as shown in the following list:

  1. Run Setup

  2. Check prerequisites

  3. Read XML data

  4. Build the feature tree

  5. Create a local installation source on the user's computer

  6. Install Office

  7. Apply the customization file

  8. Apply software updates

Run Setup

Setup.exe is the program that initiates all the mechanisms of the installation process; it is located at the root of the network installation point. You run Setup once for each Office product you install. When it runs, Setup searches the network installation point for an Office product to install. If the installation point contains more than one Office product, Setup presents the user with a choice of products to install.

You can circumvent the selection process and determine which Office product is installed by pointing Setup.exe to the Config.xml file in a core product folder. For example, if you want to install Microsoft Office Standard 2007, you can use the following command line:

\\server\share\Office12\setup.exe /config \\server\share\Office12\Standard.WW\Config.xml

where Office12 is the root of the network installation point.

In previous versions of Office, Setup.exe called Windows Installer (Msiexec.exe) to perform the installation of Office. Although Setup still uses Windows Installer, Setup bypasses the Windows Installer executable program. The Msiexec.exe command line cannot be used to install the 2007 Office system.

NoteNote:

This version of Setup.exe recognizes only a few command-line options. For more information, see Setup command-line options for the 2007 Office system.

Check prerequisites

When Setup starts, it checks for a number of installation prerequisites, including minimum operating system requirements and administrative rights. A user must be an administrator of the client computer in order to install Office, or you must use a tool such as Microsoft Systems Management Server to run the installation with elevated privileges.

For more information about giving users administrative rights for an Office installation, see Deploy the 2007 Office system to users who are not administrators.

Read XML data

Setup gathers information about each package on the installation point, collects default settings for the installation, and incorporates customizations you specify. Setup gathers all this information in the form of XML data from several sources:

  • Setup.xml and Package.xml files for each package

  • Setup customization file

  • Config.xml file

Setup.xml and Package.xml

Each folder on the installation point—both the folder for the language-neutral core package and the folder for each language-specific package—contains a Setup.xml and a Package.xml file (for example, StandardWW.xml for Office Standard 2007). Information in these files allows Setup to do the following:

  • Identify a product and the available languages for that product.

  • Match language-neutral and language-specific elements to create complete features.

  • Build a consolidated feature tree.

  • Collect the set of MSI files required for the installation.

NoteNote:

The Setup.xml and Package.xml files are signed and cannot be modified. Altering these files causes Setup to fail.

Setup customization file

Early in the installation process, Setup determines whether you have specified a Setup customization file (MSP file) for the product that is being installed. The customization file contains all the modifications for an installation, including customizations that control the installation process.

If no customization file is specified on the command line or in the Config.xml file, Setup searches the Updates folder on the installation point for a customization file specific to the product that is being installed. The Updates folder is included by default on the installation point; in most cases, it is the recommended location in which to store both customization files and software updates for all the Office products included on the installation point.

Setup uses XML data appended to the customization file to determine how to install the product—for example, whether to run quietly or which features to display in the feature tree. Settings in a customization file overwrite default settings contained in the Setup.xml and Package.xml files.

For more information about Setup customization files, see Streamlined customization model for the 2007 Office system.

Config.xml

Each core product folder contains a Config.xml file that directs Setup to install that product. You can edit Config.xml to customize the installation process. For example, you can use elements in Config.xml to specify which products or languages to include in the installation. Settings in Config.xml take precedence over settings in a customization file and default settings contained in the Setup.xml and Package.xml files.

For more information about how and when to edit Config.xml, see Config.xml file in the 2007 Office system.

Build the feature tree

Setup uses the information contained in the XML files to create a single feature tree that includes all the available applications and features in the product. You view the feature tree and specify which applications and features to install on users' computers by using the Office Customization Tool. If you allow users to run Setup interactively, they view the feature tree with your modifications in the Setup user interface.

For more information about specifying which Office features to install, see Configure feature installation states of the 2007 Office system.

Create a local installation source

Setup calls a program named Office Source Engine (Ose.exe) to create a required local installation source on the user's computer. To create the local installation source, Setup copies files from the installation point to a hidden location on the user's computer. The default location is \MSOCache\All Users at the root of the drive on which Office is installed. Later, Setup uses Windows Installer to install Office from this local installation source.

The local installation source provides several important benefits:

  • After Office is installed, Setup can repair, reinstall, or add Office features by using the local source.

  • Users who are applying software updates are less likely to be prompted for a network or CD source because an installation source is available locally.

  • You can deploy the local installation source in advance and trigger the installation of Office on users' computers later to reduce the load on the network. In this scenario, you can even run Setup from the local installation source, allowing users to complete the Office installation with no network connection.

For more information about the local installation source, see Required local installation source for the 2007 Office system.

Install Office

When the installation begins, Setup checks for required disk space and feature dependencies, and then calls Windows Installer to install the correct set of packages (MSI files) on the user's computer from the local installation source. Setup uses the XML data described previously to determine which set of MSI files to include. The progress bar that Setup displays to users during the installation takes the entire installation process into account, including applying customizations and software updates from the Updates folder.

NoteNote:

Although Setup uses Windows Installer to install Office, Windows Installer alone cannot install the individual MSI files independent of Setup.

Apply the customization file

During the installation process, Setup applies the customization file to the user's configuration. The result is similar to the effect of applying a Windows Installer transform (MST file) in previous versions of Office: your customizations become the default configuration for users. In addition to the XML data that customizes the installation process, the customization file may include default user settings, feature installation states, Microsoft Outlook profiles, and other modifications to the user's configuration.

Customization files are product-specific; Setup applies only those files that are relevant to the product being installed. However, if you store more than one customization file for the same product in the Updates folder, Setup applies all of the files to the user's configuration in alphabetical order.

If you create different configurations for different groups of users, Microsoft recommends that you store the customization files in another location and then use the /adminfile option on the Setup command line to specify the file you want. For example:

\\server\share\Office12\setup.exe /adminfile \\server\share\Office12\MyUpdates\Engineering.msp

where Office12 is the root of the network installation point.

NoteNote:

When you precache the local installation source, Setup copies the Updates folder from the network installation point to the local installation source. In this way, your customizations can be included in offline installation scenarios. This is the only circumstance in which Setup caches the customization file on the local computer before the installation. For more information, see Precache the local installation source for the 2007 Office system.

Apply software updates

At the end of the installation process, Setup checks the Updates folder on the installation point for software updates (MSP files). Unlike Setup customization files that you create by using the Office Customization Tool, software updates are distributed by Microsoft to enhance the product.

If you are deploying Office to users who also need a set of software updates, Setup can apply the updates as part of the initial installation process. Costing (estimated required disk space) and progress bar indicators all take this step of the installation process into account. From a user's perspective, the entire process is a single event. This model preserves the original installation point and still allows you to give new users the most up-to-date version of the product.

NoteNote:

You cannot use the Updates folder to deploy product updates after the initial installation of Office.

For more information about the software update process, see Consolidated update process for the 2007 Office system.

Including more than one product on the installation point

If the network installation point contains more than one 2007 Office system product, Setup searches all folders and subfolders for Config.xml and Setup.xml files and then prompts the user to select a product to install.

If you are installing more than one Office product, it is more efficient to store all the products on the same installation point and then customize Setup to install a specific Office product on users' computers.

NoteNote:

When you copy multiple Office products to the same installation point, you might be prompted to overwrite shared Setup files. Because these files are duplicated among all 2007 Office system products, you do not need to recopy any of the duplicate folders. This efficient design saves space and ensures consistency when you create and replicate network installation points.

For more information, see Sequentially install multiple products of the 2007 Office system.

Running Setup interactively

You can choose to run the installation quietly, so that users see little or none of the process; however, if you allow users to view the Setup user interface, the choices you make affect several aspects of Setup behavior. For example:

  • If more than one Office product is available on the installation point and a user runs Setup.exe with no command-line options, then Setup presents the user with a choice of products to install.

  • If more than one language is available on the installation point, Setup matches the language of Office to the Windows user locale on the user's computer by default. However, if a user chooses the Customize installation option, the Languages tab in the Setup interface presents the user with a choice of all available languages on the network installation point.

  • If you enter a product key and accept the Microsoft Customer License Terms in the customization file or Config.xml, those Setup screens are not displayed to the user during Setup.

  • If you use a customization file to hide and lock certain features, those features are not displayed in the feature tree.

To find out more about customizing display settings, see Customize Setup before installing the 2007 Office system.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See the full list of available books at Office Resource Kit information.

See Also

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