Last month SkyByte Consulting performed a migration to Microsoft Office 2010 Professional for a 50 user company. The previous version used was Microsoft Office 2003 Professional. While 2003 served them very well for the past 6 years, an upgrade was due for a variety of reasons. The client has a mix of desktop computers, but the majority of the company relies on four terminal servers with Citrix Presentation Server version 4.0 installed running Windows Server 2003 with SP2. All terminal users have roaming profiles, that copy back and forth between a dedicated server upon logging on and off the network.
The actual upgrade stage went very smoothly. Microsoft has done a nice job with support for migrating from previous versions. All prerequisites were met, including Service Pack 2 installed for 2003 Server. Fortunately, we did not have to perform any server upgrades, since Office 2010 will work with XP/2003 and higher. Additionally, a Microsoft Exchange upgrade was not needed since Outlook 2010 will still work with the client's Microsoft Exchange 2003.
On the first day with Office 2010, all user roaming profiles migrated successfully to the new versions, including Outlook profiles. The only major post problem that surfaced was an issue with user customizations and user roaming profiles. The user would make a customization in the toolbar such as in Excel, but upon logoff, all settings would be lost. Thankfully, Microsoft has several resolutions in place to allow user customizations with roaming profiles.
Microsoft has three ways of resolving the problem which include:
1. The Office Customization Tool which was included in the Office 2010 media, but is also available from Microsoft here
2. A Registry edit which did not work for me. I attemped to add the following value:
3. Applying a group policy object to enable customizations to roam. The GPO template files can be downloaded from the same link as the Office Customization Tool. Enable the following policy:
User Configuration / Policies / Administrative Templates / Microsoft Office 2010 / Global Options / Customize / Allow roaming of all user customizations
Since I did not want to deploy a GPO, I settled for running the Office Customization Tool. To run it you need to execute the Office 2010 setup.exe with the switch "/admin". All of our files were shared on a server so I ran the following:
\servershareOffice 2010 Englishsetup.exe /admin
The tool will launch and you can begin customization your entire Office 2010 Product. The tool outputs all customizations to an .MSP file which you place into the "Updates" folder of the installation media for ground up or migration installations. The OCT offers a wide range of customizations for each Office Product and the entire suite. The feature I needed enabled was found in: Features / Modify user settings / Microsoft Office 2010 System / Global Options / Customize / Allow roaming of all user customizations.
After enabling this I saved the .MSP file and tested it on a test server I created. Since Office was already installed, I was able to simply execute the .MSP file I made on each terminal server. Office will begin reconfiguring with the new setting and took about 3 minutes to complete. I tested adding customizations with a few users and the settings remained intact after logging off and back in.
SkyByte Consulting has many years of experience in Citrix Xenapp support and troubleshooting any problems you or your company may be experiencing. Call or email us today!