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Microsoft Office Installation and Activation FAQ

June 2013

This document is intended to help Resellers understand the redemption, installation and activation

experience for the new Microsoft Office for Consumers, Students and Small Businesses. This document

covers Full Package Products (FPP) and DOEM Office products (excluding Office 365 Small Business

Premium).

Contents

What is a Microsoft account? ....................................................................................................................... 2

Is Internet access required for installation and activation of the new Office? ............................................ 2

How do I redeem and install the new Office on a PC? ................................................................................. 4

How long does it take to install Office? ........................................................................................................ 4

How do I redeem the new Office for my customer? .................................................................................... 4

My customer has the Office 2010 transition image on their new Windows PC. What happens if the

customer selects the Microsoft Office tile/shortcut on his/her new Windows PC? .................................. 12

How do I know if the customer is signed in into a Microsoft account?...................................................... 13

Is there a multiple license deployment tool for FPP similar to Volume Licensing? .................................... 13

What’s the maximum number of Office Home & Business 2013 licenses I can activate using the same

Microsoft Account? ..................................................................................................................................... 14

How do I install and activate Office Home & Business 2013 on behalf of the customer? ......................... 14

How does the customer reinstall Office? ................................................................................................... 19

Additional Microsoft Resources .................................................................................................................. 20

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What is a Microsoft account?

A Microsoft account is the combination of an email address and a password that a customer uses to sign

in to Microsoft services like Skype, SkyDrive, Windows Phone, Xbox Live, Hotmail or Outlook.com.

If the end customer uses an email address and password to sign in to these or other Microsoft services,

they already have a Microsoft account. But he or she can also sign up for a new account at any time. To

create a new Microsoft Account, the customer can use any email address (such as Gmail, Outlook.com,

Yahoo, etc.). A new email address does not need to be created for a Microsoft Account.

A Microsoft account is used to:

download, activate, install, and re-install the new Office software

burn backup copies of Office

install Office onto other PCs or Macs

choose a new language for an installation

access services such as SkyDrive cloud storage

manage the subscription account, including renewals, cancellations, and billing information

Visit http://content.microsoftstore.com/msaccount to learn more on Microsoft Account.

IMPORTANT: When activating Office, it is critical that the Microsoft Account be uniquely owned and

accessible by the end customer. It will be the customer’s key to re-install Office in the future and access

Office online services. For subscription, end customers cannot use Office until they have redeemed

Office with a Microsoft Account on Office.com/setup, and are signed in. It is critical to guide end

customers through the process to ensure redemption, installation and activation.

Is Internet access required for installation and activation of the new Office?

Office 365 Consumer subscriptions

Redemption, Installation & Activation

Internet access is required for the redemption, the installation and the activation of Office 365 Home

Premium and Office 365 University.

After the customer purchases their new Office subscription, they must:

visit Office.com/setup

enter their Office product key

login with their Microsoft account (If they do not already have a Microsoft account, they can

create one)

Customers can later login to their Microsoft account at Office.com/myaccount to manage their

subscription, re-install their software, or install it on another computer or device. Once the new Office

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has been redeemed and activated, the end customer will not need to use their Product Key anymore as

they will access their Office.com/myaccount page with their Microsoft account to manage their product.

For Office 365 Home Premium and Office 365 University, internet connectivity is required once per

month for uninterrupted service.

Office 2013 Suites

Redemption and Installation

If Office Full Package Product (FPP) does not come with a media (DVD), internet access is required to

install Office Home & Student 2013, Office Home & Business 2013, and Office Professional 2013. When a

customer buys Office with no media in the packaging, the customer must visit Office.com/setup, sign

into their Microsoft account, and then download the software.

If Office comes with a media, internet access is not required to install Office Home & Student 2013,

Office Home & Business 2013, and Office Professional 2013 because customers receive a DVD with their

purchase, and can install directly from the DVD.

For DOEM licenses, if the PC has the Office transition image (Office 2010 preloaded), the customer

needs to go to office.com/getoffice, enter the product key, create a Microsoft account and download

the software. If the PC comes with the new Office image, the customer can click on the Microsoft Office

tile and follow the instructions (Microsoft account recommended but not required).

Activation

Internet activation is the preferred method for activating the product. If the customer is connected to

the Internet, the product will automatically activate. If the user is not connected to the internet, they

can activate by phone if the product has already been installed on the PC. To activate by phone, follow

the prompts in the activation wizard. Alternatively, click File, click Office Account, and then follow the

instructions.

For the first installation, or a reinstallation on the same PC, Office automatically activates if the

customer is connected to the Internet (the Activation Wizard is not shown during installation). If the

customer is not connected to the Internet during installation, the Activation Wizard will be shown and

provide options to either activate online or by phone.

If significant hardware changes have occurred on the PC, or if Office is reinstalled or installed on a

different PC, the Activation Wizard will appear after installation when an Office APP is started. Use the

phone option in the Activation Wizard to contact the activation center.

For more information, visit http://www.microsoft.com/en-us/piracy/mpa.aspx.

IMPORTANT: Office 2013 full-packaged product (FPP) can only be installed on one PC at a time.

Phone activation can only help activate Office if Office is being transferred from one PC to another.

Office DOEM licenses are not transferable.

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Summary view of activation and

How do I redeem and install the new Office on a PC?

Before you install the new Office, the customer will need to redeem it with the Office product he/she

purchased. There are four simple steps to get started:

1. Go to Office.com/setup (if customer has purchased DOEM, go to Office.com/getoffice)

2. Enter the Office Product Key

3. Sign-in or create a Microsoft account, choose your country and language

4. Click on the install button on the My Account page to install Office

These same four steps are used for any customer who has purchased one of the following versions of

Office (medialess only):

Office 365 Home Premium

Office 365 University - additional step for verifying eligibility after signing in to the MSA

Office Home & Student 2013, Office Home & Business 2013, or Office Professional 2013

Individual Office applications (for example Word, Excel, PowerPoint, Outlook)

If the customer uses a product with media (where available), he or she will need to insert the DVD into

the DVD drive of the PC (or external DVD drive) and follow the prompts to install.

How long does it take to install Office?

Office installs more quickly than ever with Click-to-Run, a streaming technology that lets you begin to

use Office applications before installation is complete. All consumer versions of the new Office use Click-

to-Run. The actual download speed depends on the speed of your internet connection.

How do I redeem the new Office for my customer?

You need to follow the steps below for any medialess FPP version of the new Office that the customer

bought (excluding Office 365 Small Business Premium):

Office 365 Office 2013 Suites Office 2013 DOEM

Redemption

And Installation

Internet required

Internet required if Office FPP comes with no media; internet not required if the FPP Office product comes with a media.

Internet requirement depends on the Office image on the PC: if transition image, download is required, if new Office image, no internet connection needed

Activation

Internet required

Internet not required but recommended (alternative is activation by phone)

Internet not required but recommended (alternative is activation by phone)

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Step 1: Redeem the Office License

This first step can be done on any Windows 7 or later version of the PC, it does not have to be done on

the customer’s PC. To begin the redemption, visit Office.com/setup. In the fields provided, enter the

25-character Office product key and click Get Started.

After entering the product key, you will be asked to create a new Microsoft account, or log in with an

existing Microsoft account. The customer will need to enter their existing Microsoft Account if they

already have one or create a new one.

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After logging in, select the country and language. Make sure that the language is the same language that

will be used to install Office on the PC.

Next, you will see the My Account page. This is where the customer will manage their Office services, as

well as the PCs and devices connected to their account.

IMPORTANT: At this point, if you are not using the customer’s PC, exit your browser window. DO NOT

click the Install button if you are not using the customer’s PC. Clicking Install will attempt to reinstall

Office on your computer.

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Step 2: Install and activate Office on the PC of the customer

Log in to office.com/myaccount using the Microsoft Account used for the redemption of the product.

Select Office for Windows or Office for Mac version and click on Install.

1. To install Office, the

customer chooses between

Office for Windows and

Office for Mac and clicks on

Install and then follow the

prompts

2. The customer needs to click

on “run” to launch the

installation.

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3. Once the installation is

finished, the Office welcome

screen appears. Click Next.

4. The customer is asked to

accept the end-user license

agreement (EULA).

5. A 30-second video plays to

introduce the new Office.

6. If you are signed in into a

Windows 8 PC, the customer

will go directly to step 9. If

not, the customer can Sign in

if he/she wants to use

Microsoft services such as

connect to SkyDrive

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7. If the customers click on “sign

in”, he/she will need to enter

a personal Microsoft account

or an organizational ID.

8. The customer signs in with a

Microsoft account to activate

the product

9. While Office is activating, the

customer can take a look at

the new Office to learn more.

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10. While Office is activating, the

customer can open an Office

application.

11. The Office icons appear on

the customer’s Windows 8

start screen.

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My customer has the Office 2010 transition image on their new Windows PC.

What happens if the customer selects the Microsoft Office tile/shortcut on

his/her new Windows PC?

The easiest way for a customer to activate Office on a PC with the Office 2010 transition image is to go

to office.com/setup (or Office.com/getoffice if they purchased a DOEM license).

If the customer uses the Office 2010 out of box experience, these are the following steps to follow:

1. Select “Already purchased

another version of Office”

hyperlink in the Office 2010

out of box experience

(OOBE). Do not click on “I

already purchased Office

2010”

2. Select Download on the web

page that opens

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3. The customer then begins the

Office redemption process as

explained in the section

above.

How do I know if the customer is signed in into a Microsoft account?

Look at the top right corner of any Office application. When a customer is signed in, his or her account

name will appear. If it’s not there, click Sign in and have the customer enter his or her Microsoft account

email and password. Once signed in, the customer can update his or her profile, or switch accounts any

time.

Is there a multiple license deployment tool for FPP similar to Volume Licensing?

No, there is no multiple license deployment tool like there is for Office Volume Licenses. For a small

business company who may be purchasing multiple licenses of Office 2013 full-packaged product (FPP)

to be installed on multiple PCs, the partner must install and activate each license on each PC.

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What’s the maximum number of Office Home & Business 2013 licenses I can

activate using the same Microsoft Account?

Office Home & Business 2013 is designed for small businesses with low IT needs and up to 25 users so

the customer can activate up to 25 licenses using the same Microsoft Account. For larger companies,

Volume Licensing offerings are a better option as it includes deployment tools for volume activations.

Customers with activation issues can contact Microsoft customer support for additional help.

How do I install and activate Office Home & Business 2013 on behalf of the

customer?

Step 1: Download and install Office at Office.com/setup. The customer will need to enter their Microsoft

Account information (email address and password).

Step 2: Activate Office using the same Microsoft account

IMPORTANT: The Microsoft account must be uniquely owned and accessible by the end customer. It

will be the customer’s key to re-install Office in the future and access Office online services. End

customers cannot use their Office subscription until they have redeemed Office with a Microsoft

account on Office.com/setup, and signed in. It is critical to guide end customers through the process

to ensure activation.

Failure to follow these steps could lead to end customer issues including:

Corrupted Office installations on the customer’s PC

Loss of access to online Office services paid for by the customer including, but not limited to:

online SkyDrive storage, Skype calling credit, Office personalization settings, Office subscription

management/renewal capability, Office re-installation capability and Office licensing for

additional PCs/Macs

Breach of end customer private data and information

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1. How do I install multiple

Office Home & Business 2013

licenses on one Microsoft

Account? You need to visit

office.com/setup and enter

the 5 X 5 Product Key n.1 and

click on Get Started

2. The customer signs in with

their Microsoft Account (or

create one).

3. Choose the country and

language and click on

continue

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4. The customer is now on the

My Account page where the

license redeemed has been

added

5. To add another product, the

customer goes again to

office.com/setup and enters

the 5 x 5 product key n.2

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6. The customer then uses the

same Microsoft account as

used to redeem the first

license

7. You then choose the country

and language. You can

choose a different language

than for the first product

redeemed (we choose

Spanish in this example to

show the difference)

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8. The second product appears

in Spanish. You can repeat

the same action for the other

licenses and add up to 25

licenses on the same

Microsoft Account.

9. The 4 products are now

visible on

office.com/myaccount, 3 of

them have not been installed

yet

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10. Prior to installing, you may

want to record the product

key associated with the

installs by clicking “Install

from a disc” (note: this

product key is different from

the product key used during

redemption) if you expect to

have many products

associated with your

Microsoft account. Knowing

the product key will help you

identify the right product to

use if you need to reinstall

from My Account.

How does the customer reinstall Office?

To reinstall Office, the customer can come back to their office.com/myaccount paged and sign in with

their Microsoft account used to redeem the product (step 1).

If you reinstall Office 2013 from the office.com/myaccount page on the same PC while connected to the

Internet, activation will happen in the background. The Activation Wizard will appear only if you’ve

made significant changes to the hardware on the PC.

If an employee leaves the company, how can the company owner be sure that

the Office license stays in the company?

In this case, the small business owner is concerned about an employee who redeemed and activated the

license, left the company and could potentially keep the Office 2013 perpetual license (FPP).

This topic is more related to the small business policy and their internal rules so Microsoft does not

provide guidance on it. It’s the company’s choice to manage any of the products, services and licenses

purchased for their employees. Here is a suggestion which we think can help a small business owner

manage the Office 2013 perpetual licenses that they purchased and own:

The small business owner can create his/her own “company” Microsoft Account to use and activate the

Office 2013 perpetual licenses. The employee will still be able to sign in with their own Microsoft

Account and use the product but the license will appear under the “company” Microsoft Account.

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Additional Microsoft Resources

OEM Partner Center http://www.microsoft.com/oem/en/pages/index.aspx

OEM Training Zone http://www.oemtrainingzone.com/Pages/resources.aspx

MyOEM https://myoem.microsoft.com/

Office.com http://www.office.com

Office product information http://office.microsoft.com/en-us/pc/office-products-b-

FX104054518.aspx?CTT=97

Office product support http://office.microsoft.com/en-us/support/?CTT=97

Office download, install, setup,

and activate Office 365 Home

Premium or Office 2013

http://office.microsoft.com/en-us/support/download-install-

upgrade-activate-FX104030054.aspx

Office news blog http://blogs.office.com/b/office-news/

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Additional information on the Microsoft Account

Why does a customer need to use a Microsoft account with Microsoft Office? A Microsoft account can be needed to redeem, install and activate the Office software. It is also required any time a customer wants to install Office on another PC or Mac, choose a new language for an installation with their subscription, or make other changes to their account. Customers can access all these options by returning to www.office.com/myaccount and signing in with their Microsoft account. For Office 365 Home Premium and Office 365 University customers, subscription benefits, such as additional storage with SkyDrive, are linked to the Microsoft account that is used to manage their subscription.

What are the benefits of using a Microsoft account with Office? The customer can go login to office.com/myaccount to re-download Office or transfer their

Office license to a new PC

For Office 365 subscriptions, they log-in to office.com/myaccount to install Office on multiple PCs and Macs, change or install a new language.

The Microsoft account is also used for saving documents to SkyDrive cloud storage, so the documents can be easily accessed from multiple devices.

Microsoft account is also used to login to www.Office.com/myoffice where users can access their documents stored to Sky-Drive, start a new document using an Office WebApp or use Office on Demand to stream full Office onto any Windows 7 or Windows 8 PC.

What if a customer signed into office.com/myaccount and sees the message "It looks like you don’t have Office yet. Do you want to visit the Store to get a copy?" The customer will need to sign out and then sign back in. Alternatively, the customer can sign out and then sign in with a different Microsoft Account. If they do not know their Microsoft account information, have the customer contact Microsoft Support.

What if a customer has used the incorrect email address for their Microsoft account? How can that be changed? If the customer knows the incorrect email address that they set up their account with, they can change it in a few simple steps, see the next page for instructions. If they do not know their Microsoft account information, have the customer contact Microsoft Support.

Changing the email address for a Microsoft account If the customer remembers the incorrect email ID and password they used to redeem Office then you can help them change it with the following steps: 1. Ask the customer to go to https://login.live.com/ 2. If they get auto-signed in, have them sign out manually. 3. Have the customer sign in using the incorrect email id they have used. 4. Normally a customer on sign-in would be redirected to the mail box. However, since the account is unverified, they will be taken to Account Summary page.

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5. Click on Rename account and you will see the below page. Select the option “Use a different address” to correct the misspelled email ID. 6. You’re done. If the correct email id does not already exist as a Microsoft Account, then the rename is successful. Note: If they already receive an error message that the account already exists, it is possible that they already have an account under their email address. Have the customer logout and use the “Can’t access your account?” link on the sign in screen to reset their password.

Important Precautions for the new Office (Office 365 Home Premium, Office

2013 Suites and Office 2013 Applications) Service Installations:

Establishing a unique Microsoft account is a necessary first step in installing and enjoying the full

functionality of the new Office product. A unique Microsoft account is required for each customer, to

manage the customer’s installation, subscription, and billing information. It is also used to provide Office

365 Home Premium and Office 2013 features and benefits, such as additional SkyDrive storage and

Skype minutes that can only be accessed with a Microsoft account. Microsoft accounts are used to

access a variety of personal and confidential information of the user, and therefore some important

steps and privacy precautions should be taken with all customers.

Dos and Don’ts:

Do: When a reseller’s technician installs the new Office on behalf of a customer, it is important that the

technician require the customer to establish and enter his/her own unique Microsoft account during the

installation process.

Don’t: To protect the customer’s privacy, a reseller’s technician should not create the Microsoft account

on behalf of the customer or access or view the customer’s password under any circumstances. A

“generic” account should never be used to install the new Office, and the same account should never be

used with more than one customer.

What happens if the new Office is not installed using a Microsoft account that is

unique and known to the customer?

When the new Office is installed using a Microsoft account that does not belong to the

customer, or for which the customer does not know the credentials, Microsoft will be unable to

reset the credentials or assist the customer.

Microsoft support will have no option other than to redirect the customer back to the reseller

they purchased Office from. The new Office does not provide any options to further assist the

customer other than reinstalling Office with a new product key at the reseller’s expense.

The reseller may be liable for data breaches, identity theft and identity fraud in the event that it

uses or retains a customer’s Microsoft account information and the customer is victimized.

For these reasons, a Microsoft account should not be created by a reseller’s technician on behalf

of the customer, nor should a generic reseller-owned Microsoft account ever be used to

complete an installation.

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Additional problems that can occur if the new Office is not installed using a

Microsoft account that is unique and known to the customer:

Some new Office product features and benefits will not be available to the customer

For Office 365 Home Premium:

o Customers will be unable to manage additional PC, Mac or device installations

without access to the Microsoft account used to install Office.

o If the same Microsoft account is used for multiple Office installations for multiple

customers, those customers will share the same five maximum PC/Mac installations,

and only one shared subscription will be created. (i.e. if five customers Office 365

Home Premium purchases are registered to one Microsoft Account, each customer

will only have one of the five allowed installations, and they will all share a single,

five-year subscription).

o Customers will be unable to use the additional 20 GB of SkyDrive storage they have

purchased as part of Office 365 Home Premium.

o Customers will be unable to use the 60 minutes per month of Skype world minutes

they have purchased as part of Office 365 Home Premium.

o Customers will be unable to manage their Office subscription options, such as

renewal options. This option is enabled through their Microsoft account.

For Office 2013 suites and standalone applications:

o Customers will be unable to order back-up DVDs with their own Microsoft account.

o Customers will be unable to re-install Office on their PC or Mac.

Significant data privacy and security concerns may arise for the customer and the partner:

A Microsoft account may contain personal information, such as personal email, billing

information, photos and documents. It may also be used with other non-Office Microsoft

services, including Windows login accounts, Windows services, Xbox Live and Xbox Music,

Outlook.com, HealthVault, and Skype.

Creating a Microsoft account on behalf of the customer creates risk of exposing the

customer’s personal information to partners’ employees if the customer’s password is not

changed.

Creating a Microsoft account on behalf of the customer may create a legal liability for the

partner for data breaches, identity theft and identity fraud, and creates data protection

obligations and costs that can be avoided by having the customer create his/her own

Microsoft account.

Using a generic Microsoft account for a customer creates risk of exposing the customer’s

personal information to resellers’ employees and to other customers that may also use the

generic account.