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Deploying Office 2007

with SCCM 2007


15/06/2006

Abstract
This document will describe how to deploy Office 2007 Professional using System Center
Configuration Manager 2007.
The information contained in this document represents the current view of 4sol Ltd
on the issues discussed as of the date of publication. Because 4sol must respond
to changing market conditions, it should not be interpreted to be a commitment on
the part of 4sol, and 4sol cannot guarantee the accuracy of any information
presented after the date of publication.
This document is for informational purposes only. 4SOL MAKES NO
WARRANTIES, EXPRESS OR IMPLIED, AS TO THE INFORMATION IN THIS
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The example companies, organizations, products, people and events depicted
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© 2006 4sol Ltd. All rights reserved.
The names of actual companies and products mentioned herein may be the
trademarks of their respective owners.

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Table of Contents
Overview ............................................................................................................................................4
Preparing the SCCM Client .................................................................................................................5
Preparing Office 2007 ........................................................................................................................6
Configuring SMS ...............................................................................................................................12
Creating an SMS Package ............................................................................................................... 12
Creating a Package Program .......................................................................................................... 15
Populating Distribution Points ....................................................................................................... 17
Distributing the SMS Package ........................................................................................................ 18
The Results .......................................................................................................................................23
Summary ..........................................................................................................................................24
About 4sol ........................................................................................................................................25
The Company ................................................................................................................................. 25
Our People ..................................................................................................................................... 25

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Overview
Microsoft Office is the primary application of 90% of all business desktops. Deploying and
managing this installation, and every other software installation, efficiently will save time and
effort for IT administrative task.

Microsoft Office 2007 will be released some time during the next 12 months. It would be
beneficial to know how to deploy it quickly and efficiently.

Ideally, all desktop applications will be virtualised using Softricity Desktop, offering new
deployment and management techniques. However, this is not an option for every organisation.

Microsoft will be releasing a successor to SMS 2003 and SMS 2003 R2 in 2007 called System
Center Configuration Manager 2007, formerly known as SMS V4. This document will describe a
likely scenario that administrators may face next year, i.e. how to deploy Microsoft Office
Professional 2007 using Microsoft SCCM 2007.

Microsoft SCCM 2007 is a solution for managing desktops, laptops, servers and Windows mobile
devices. It offers auditing, software management, reporting and security
configuration/management for the complete network.

Note: the process described in this document applies to all Microsoft Office desktop products, e.g.
Visio, Project, etc. This process is only valid for Volume License editions of the Microsoft Office
products.

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Preparing the SCCM Client
The SCCM client will download any content into its local cache (C:\windows\system32\ccm\cache)
before carrying out an installation. Microsoft Office 2007 is a pretty large installation. The default
configuration for the local SCCM client cache is 256MB which is way too small. Make sure you
configure your SCCM client cache to be big enough to handle the content, e.g. 1024MB.

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Preparing Office 2007
Insert your Office 2003 CD and copy it onto a network share that your SMS server has read access
to. Make sure you have modify access. This is your SMS packages share.

Run SETUP.EXE /ADMIN to enable an administration installation. This is different to


administration installations of the past. The purpose of the /ADMIN command is to start up the
Office Customisation Wizard. This utility used to be part of the Office Resource Kit but is now built
into SETUP.EXE. The OCW will no longer create a MST or transform file. It now creates an MSP file
which is specified when running SETUP.EXE while installing the product.

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The Office Customisation Wizard starts up and asks if you want to edit an existing file or create a
new one. In this case, we need to create a new file.

You can specify where to install the Office product. You can also enter an organisation name.

Enter your volume license key. Make sure you have this correct or your installation will fail. You
must also accept the license agreement.

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The Display level is also important. For SMS deployments, set it to Basic or None. Setting it to
Full-Default will force the installer to prompt for an OK to begin the installation, something that is
undesired in an unattended and silent installation. Leaving it with Basic and Completion Notice is
handy for running manual installations for debugging via a manual installation.

Modify User Settings enables you to pre-configure Microsoft Office Professional. It will be
important for early adopters of Microsoft Office 2007 to know that it saves in a new XML based
file format by default, e.g. a Word 2007 document uses .DOCX. This new format is incompatible
with previous versions of Microsoft Office. You may want to pre-configure Microsoft Office to
save as Office 97-2003 compatible format. This can be done here.

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Set Features Installations States enables you to decide what components of Microsoft Office to
install. The good news here is that The Office Assistant, aka Clippy, does not exist anymore.

You can now add, edit or remove shortcuts for Microsoft Office.

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The last section of the OCW enables you to pre-configure Microsoft Outlook 2007. You can set up
a profile, set up a connection to a server, enable caching mode, set up offline storage, etc.

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Once you are happy, you can save the configuration as an .MSP file in your network copy of the
Office 2003 installation, i.e. your SMS packages share.

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Configuring SMS
Creating an SMS Package
This is your SMS packages share as it appears on the SMS server. In my case, I have placed this
share on my primary SMS server. Note how I have organised the folders and placed my package in
a “Build” folder with a version. You will likely have many applications and each will possibly have
several versions depending on packaging success. It is important to keep these for the ability to
test and rollback.

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Below is the SMS packages share as it appears over the network. Note the SETUP.EXE and my MSP
file for my standard desktop installation.

We are now ready to build a package in SCCM 2007 from the files and folders in the package share.
Note how I have mimicked my folder configuration from the package share in the Packages and
Advertisements containers in the SCCM 2007 administration console.

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Right click on the 2007 folder and choose to create a new package. Describe the package as
required.

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This package will contain source files to deploy so select the “This Package Contains Source Files”
tick box. I normally use a compressed copy of the source folders but I also like to set the source
directory. This will enable me to quickly choose to “always obtain files from source directory”.
This is handy in case I decide to patch my current build of Microsoft Office 2007. However, it is
more likely that I will have to alter my MSP file in OCW. Using the “always obtain” option during
testing means that I don’t have to recreate the package after I change my MSP file.

I finish the wizard to create the package.

Creating a Package Program


Now it’s time to create a program to execute against the package, i.e. tell SMS how to install the
package or even uninstall it. I’ll normally deploy Office per machine and without a user being
installed. I’ve named my program appropriately.

The command line option is the actual command that will install Microsoft Office 2007. SETUP.EXE
can be typed or browsed for inside of the package. The full command, SETUP.EXE /ADMINFILE
STANDARD.MSP, will tell SETUP.EXE to perform a customised installation according to the
specifications I have put in the listed MSP file.

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We have a choice of whether to reboot the PC or not. I prefer to let SMS to install the computer.
This will present the user with some notification and a 5 minute timer. However, I have come
across an installer that would break if SMS did the reboot instead of it. Microsoft Office 2007 does
not require a reboot.

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We have the ability, beyond SCCM collections, to prevent accidental targeting of computers. This
will ensure that Operating System, Service Pack level and memory requirements are all met before
an installation commences. The Microsoft Office 2007 Beta 2 release is listed as supporting
Windows 2003 and Windows XP SP2 with a minimum of 2GB disk space free.

We can now specify under what conditions that Microsoft Office 2007 will be installed. For a new
deployment it doesn’t matter if a user is logged in or not. But for an upgrade, it would be best to
ensure that previous versions of Office are not running or else the installation of Microsoft Office
2007 may fail. The best way to accomplish this is to ensure that users are not logged in.

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Microsoft Office 2007 should be installed with administrative rights. A normal installation will not
require the usage of the Software Installation Account. You would probably only need to use this
to copy down files from a network folder requiring domain authentication of a user.

Complete the wizard. No further customisations will probably be required. The last tab does offer support
for installations onto servers that are monitored by MOM2005 or System Center Operations Manager 2007.
You can choose to disable agent monitoring of the host and raise an alert if the installation has failed. This
would be very useful to avoid noise and to get an alert if Terminal Servers or application servers will have
problems after a failed deployment.

Populating Distribution Points


This is an important step in a multi-site SCCM deployment with many site servers. You should
ensure that you have configured the package with a schedule to populate the distribution points
to avoid swamping limited WAN links.

SCCM 2007 offers a new type of distribution point called the Branch Distribution Point. It is
intended to be used in small branches. It doesn’t even require a secondary site server; it can be
installed on a Windows XP Professional computer. This would be limited to 10 simultaneous
connections due to Windows desktop operating system licensing limitations. A BDP should only
be used in small to medium sites. A secondary site server offers traffic optimisation for client
connections and reporting that cannot be obtained by using a BDP.

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In my situation, I have only got a single primary site server. I have populated the DP and wait for it
to successfully “install”, to use SCCM and SMS parlance.

Distributing the SMS Package


A software distribution consists of 3 components:

• A Collection: who to distribute to.


• A Package: What to distribute.
• An Advertisement: How and when to distribute by linking the collection to the package
with a schedule.

I have taken a short cut by navigating to the package program “Per-System Unattended”. I right
clicked on it and selected “Distribute – Software”. This launched a partially pre-populated wizard
for me to create an advertisement.

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In this example, I am distributing Microsoft Office 2007 to all members of a collection called “Pilot
Group”.

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I gave the advertisement a meaningful name. It is good to list the collection and the package in
some way.

We now specify when the advertisement will be available for SCCM 2007 clients to access. This is
not the installation schedule. This is the date and time when SCCM 2007 clients will start to
download the policy and the source files for the package from the DP.

I like to have this happen well before the scheduled release date or installation date of the
software. This will enable all clients to pre-download the content and will even enable roaming
users to have the software installed even if they are away from the network on the installation
date.

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Once an advertisement is downloaded as a policy to an SCCM client and the content is
downloaded, it will wait to run the package program. The program will run either when it is
executed by a user from Control Panel or when another scheduled date and time are reached.

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We can now specify when to make the advertisement mandatory. Making an advertisement
mandatory will force it to execute the package program. The schedule can be a repeating one if
required. In my example, I am using a simple schedule to force an installation several days after
the advertisement becomes live. This will give a decent window for as many clients as possible to
download the package content. Users with downloaded content may choose to pre-empt the
mandatory installation by running the package program from Control Panel.

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The Results
Once the advertisement is live, you should start to monitor its status. Below is a nice report to get,
a client has successfully gone through each step in a sample deployment:

• Accepted: The advertisement was downloaded as a machine policy.


• Waiting: The content was downloading.
• Running: The package program started to run.
• Succeeded: The installation was completed and the user can now run Microsoft Office
2007 Professional.

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Summary
Microsoft Office 2007 Professional can take a long time to deploy manually. By making use of the
available tools, i.e. the Office Customisation Wizard, and System Center Configuration Manager
you can quickly deploy fresh or upgrade installations of Microsoft Office 2007 Professional with a
zero-touch deployment and with the ability to monitor and report on your success.

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About 4sol
The Company
Delivering integrated technology solutions that will provide a rapid return on your
investment.

4sol was founded by three directors with a wealth of experience in the IT and business consulting
arena. Helping to design and project manage for some of the world’s largest corporates has
provided them with a unique understanding of how to maximize return from any IT investment.

We offer a unique approach built around our own project management methodology utilizing our
bespoke project toolkit jumpstart. Based on the best practices of the Microsoft Solutions
Framework (MSF) and further enhanced by our experience in the deployment of infrastructure
based solutions, jumpstart can significantly reduce the timeframe and costs in developing
technology solutions.

All our consultants and engineers are fully qualified and accredited in their respective disciplines
allowing us to provide sound systems analysis and to recommend long term cost effective solutions.

4sol are committed to developing strong relationships with our clients, working in a partnership role
providing you with a trusted technology advisor.

Our People
Our team of experienced personnel applies innovative thinking to address both tactical and strategic
infrastructure requirements in order to identify the correct solution. At 4sol we know that our people
are the key to our success. Continuous certification exams and product training ensure that our skills
are at the forefront of our industry.

We invest in our people, and encourage an environment that promotes innovation, creativity and
personal development. Our peoples' technical expertise is combined with excellent project
management and problem solving skills as well as sound business knowledge of our chosen
markets.

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