PC Essentials Deployment Guide

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    PC Essentials Deployment Guide for

    System Builders 

    Last Updated: 5/25/10

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    What is PC Essentials?

    The PC Essentials Program brings together a collection of Microsoft‟s software + services as a

    valuable offering for OEMs to pre-install on consumer and small-business targeted systems. It

    includes Windows Live, Bing Bar, Office 2010, and browser defaults. 

    What is this document?

    This engineering-focused deployment guide will provide you with all the information necessary

    to pre-install PC Essentials. All of the necessary programs and installers are included in this

    package.

    PC Essentials Deployment Summary

    The following summary outlines what is required to deploy PC Essentials. The next section

    provides detailed step-by-step instructions. 

    1.  Install Windows Live

      Windows Live Messenger, Windows Live Mail, Windows Live Photo Gallery,

    Windows Live Writer, Windows Live Movie Maker, and Microsoft Silverlight at

    minimum. This install also includes Windows Live enabling technologies such

    as Windows Live Sync.

      Windows Live Family Safety, Outlook connector, and Office Live Add-in are

    optional

      Windows Live Toolbar must be installed in markets for which Bing Bar is not

    supported (see list below )

    2.  Install Bing Bar if it is supported in your market (see list below )

    3.  Set Bing as Browser Search Default and MSN (http://syb.msn.com) as Browser Home

    Page

    4.  Install Office Starter 2010

    5.  Include all OEM IDs as directed in this deployment guide

    http://syb.msn.com/http://syb.msn.com/http://syb.msn.com/http://syb.msn.com/

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    PC Essentials Deployment Instructions

    1.  Determine your Toolbar based on the market in which it will be sold

     

    Bing Bar may only be shipped to the following markets: Australia,Austria, Belgium, Brazil, Canada, China (PRC), Denmark, Finland, France, Germany,

    Hong Kong, India, Ireland, Italy, Japan, Korea, Malaysia, Mexico, Netherlands, New

    Zealand, Norway, Philippines, Poland, Russia, Singapore, Spain, Sweden,

    Switzerland, Taiwan, United Kingdom, United States of America.

      Windows Live Toolbar must be shipped in all other markets.

    2.  Install Windows Live Essentials

    Note: These are the QuickStart installation instructions. For the full deployment

    guide with options such as extensibility, please refer to the Windows Live OPK

    available at OEM Partner Center (OPC):

    http://oem.microsoft.com/script/contentpage.aspx?pageid=563582  

    The PC Essentials OPK includes an installer package used to pre-install Windows

    Live Essentials in Audit Mode (click here for more info on Audit Mode:

    http://technet.microsoft.com/en-us/library/cc722413(WS.10).aspx)

    a.  Boot to audit mode:

      For an attended installation, at the Windows Welcome screen, press

    CTRL+SHIFT+F3.

      In unattended installations, configure the Microsoft-Windows-Deployment

    | Reseal | Mode setting to audit.

      Run sysprep/audit to configure the system to boot to audit mode on the

    next reboot. For more information, see the "Sysprep Technical Reference" 

    (http://technet.microsoft.com/en-us/library/cc766049.aspx). 

    b. 

    Type the following at the Audit Mode command prompt:

    If shipping Bing Bar  (see step above, “ Determine Your Toolbar ”  ):

    wlsetup-all.exe /q /noHomepage /noSearch /noMU /noToolbarCEIP/AppSelect:ALL,!FamilySafety,!OLC,!Toolbar /OEMID:MASB

    http://oem.microsoft.com/script/contentpage.aspx?pageid=563582http://oem.microsoft.com/script/contentpage.aspx?pageid=563582http://technet.microsoft.com/en-us/library/434e3931-a187-4940-a69c-70dd2ae65749http://technet.microsoft.com/en-us/library/cc766049.aspxhttp://technet.microsoft.com/en-us/library/cc766049.aspxhttp://technet.microsoft.com/en-us/library/cc766049.aspxhttp://technet.microsoft.com/en-us/library/cc766049.aspxhttp://technet.microsoft.com/en-us/library/434e3931-a187-4940-a69c-70dd2ae65749http://oem.microsoft.com/script/contentpage.aspx?pageid=563582

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    If shipping Windows Live Toolbar (see step above, “ Determine Your Toolbar ”  ):

    wlsetup-all.exe /q /noHomepage /noSearch /noMU /noToolbarCEIP

    /AppSelect:ALL,!FamilySafety,!OLC /OEMID:MASB

    c. 

    Check the return code:

    3010 : Successful installation but needs to reboot.

    0 : Successful installation

    1 : Failed installation

    d.  Display the Microsoft Service Agreement and Notices in the OEM EULA

    All partners that distribute Windows Live must present the Microsoft Service

    Agreement and appropriate privacy and update notifications to users prior to the

    first launch of the programs. You must ensure that customers have access andagree to the Microsoft Service Agreement and appropriate privacy and update

    notifications before any Windows Live applications are run on the customer‟s

    machine. The Windows Live Wave 3 installer package does not include the

    Microsoft Service Agreement for display to customers. The Microsoft Service

     Agreement must be displayed separately from any Windows EULA.

    Instructions:

    i. 

    Create a new “oobe.xml” file. Cut-and-paste the following script into aNotepad document:

     MS_Service_Agreement.rtf

    The pivotal setting is bolded (). Other settings may be

    added for further customization, per the Windows OPK.

    ii.  Save the Notepad document as “oobe.txt”. 

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    iii.  Close Notepad, find your oobe.txt file, and rename it to “oobe.xml”.

    Now the file can be opened in Internet Explorer for editing, and it can

    run as a script at Windows startup.

    iv. 

    Using “My Computer” or Windows Explorer, navigate to the“C: \windows\system32\ oobe” folder. 

    v.  Create a new folder called “info”. 

    vi.  Move your oobe.xml file into the “info” folder. 

    NOTE:  The “info” folder will have priority automatically over the “oobe” folder, so there‟s no need

    to delete any files in the “oobe” folder that might also be called “oobe.xml” or something similar.

    Those simply won‟t execute as long as an oobe.xml file exists in the “info” folder.  

    NOTE:  If you opted to customize other settings within the oobe.xml file that require images or

    files to be called, then you should also place that dependent files inside t he “info” folder. For

    example, if you chose to include the setting

    “%windir% \system32\oobe\info\ My_Logo.png” because you wanted to

    customize the Logo, then the file “My_Logo.png” must be in the “info” folder. 

    vii.  Open the PDF file named Windows_Live_Localized_TOU from the

    Windows Live folder. This file contains the EULA text.

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    viii.  Open a blank Wordpad document (Start Menu > Programs >

    Accessories > Wordpad), and copy-paste the text segment of the

    appropriate language in Windows_Live_Localized_TOU from the PDF

    to the Wordpad document:.

    ix.  Save the new Wordpad document as “MS_Service_Agreement.rtf”. 

    x.  Move this document to the “C: \windows\system32\oobe\ info” folder. 

    xi.  Boot the system into sysprep mode by doing the following:

      Open an elevated (“Run as Administrator”) command prompt

    (it‟s in the “Accessories” folder in the Start Menu Program list) 

      Navigate to the “C: \windows\system32\ sysprep” folder

      Type “sysprep” and hit the Enter key.  The computer will enter

    sysprep mode, as indicated by the System Preparation Tool UI

    xii.  Click “OK” to restart the computer in OOBE mode. 

    xiii.  While going through OOBE, notice the changes that have been made

    to the EULA, and that users must now accept the Microsoft Service

    Agreement along with the OS licensing terms (see below).

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    e.  Validate the Windows Live Essentials installation (after Sysprep and OOBE).

    The Start Menu should include the following Windows Live links at minimum

    (see image below):

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    3.  Install Bing Bar

    Note: You may only ship Bing Bar into one of the supported markets listed in step 1. If

    you are shipping to a market not in this list, you must pre-install Windows Live Toolbar

    in step 2 instead.

    a.  Prepare to install Bing Bar

    Note: You must wait for the Windows Live install to complete before starting the

    Bing Bar install. wlsetup-all.exe should not be in the active process list when you

    start the Bing Bar install. Failing to do so may interrupt the Windows Live

    installation causing installation failure or a partial install.

    The PC Essentials OPK includes an installer package used to pre-install Bing Bar in

    Audit Mode. This installer is named „InstallManager_MSB_MSB.exe‟, located inthe Bing Bar folder.

    b.  Boot to audit mode:

      For an attended installation, at the Windows Welcome screen, press

    CTRL+SHIFT+F3.

      In unattended installations, configure the Microsoft-Windows-

    Deployment | Reseal | Mode setting to audit.

      Run sysprep/audit to configure the system to boot to audit mode on the

    next reboot. For more information, see the "Sysprep Technical Reference" (http://technet.microsoft.com/en-us/library/cc766049.aspx). 

    c.  Type the following at the Audit Mode command prompt:

    InstallManager_MSB_MSB.exe /oem

    d.  Check the return code:

    0 : Successful installation

    1 : Failed installation

    Note: This application returns before the installation is actually complete. This

    will allow multiple installs to occur at once. Not all applications will successfully

    install in parallel. To be absolutely sure, make sure that the install manager

    completes its install before moving onto the next application.

    http://technet.microsoft.com/en-us/library/434e3931-a187-4940-a69c-70dd2ae65749http://technet.microsoft.com/en-us/library/cc766049.aspxhttp://technet.microsoft.com/en-us/library/cc766049.aspxhttp://technet.microsoft.com/en-us/library/cc766049.aspxhttp://technet.microsoft.com/en-us/library/cc766049.aspxhttp://technet.microsoft.com/en-us/library/434e3931-a187-4940-a69c-70dd2ae65749

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    4.  Browser: Set Bing Search Default and MSN Home Page Default

    Note: For Internet Explorer, browser settings are customized using either the Internet

    Explorer Administration Kit (IEAK) or unattend.xml. Instructions for both methods are

    provided below. For other browsers, such as Firefox, please refer to the

    documentation provided by the browser manufacturer.

    a.  Set browser Home Page settings.

    For all browsers installed on the machine, set the browser Home Page to

    http://syb.msn.com 

      For IEAK, use the „Important URLs – Home page and Support‟ dialog to set

    the Home page.

     

    For unattend.xml, use the „Home_Page‟ tag in „Microsoft-Windows-IE-InternetExplorer‟ to set the Home page.

    b.  Configure browser Search settings.

    For all browsers installed on the machine, set Bing as the Default Search

    Engine and set the URL as follows:

    For PCs NOT landing in People’s Rebublic of China: 

    http://www.bing.com/search?q={searchTerms}&form=MSBTDF&pc=MASB&src=IE-

    SearchBox 

    For PCs landing in People’s Republic of  China only : 

    http://cn.bing.com/search?q={searchTerms}&form=MSBTDF&pc=MASB&src=IE-SearchBox  

      For IEAK IE7 or IE8, use the „Search Provider‟ dialog. In this dialog, 1) set

    Bing as default., and 2) set the URL for Bing to the appropriate search URL

    listed above.

      For IEAK IE6, use the „Important URLs‟ dialog.  Set the Search Bar URL to

    the above.

      For unattend.xml IE7 or IE8, use the „SearchScopes‟ tag in „Microsoft-

    Windows-IE-InternetExplorer | SearchScopes | Scope‟ to set Bing as

    default using the following configuration:

    ScopeURLFor PCs NOT landing in People’s Republic of China:

    http://syb.msn.com/http://syb.msn.com/http://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://cn.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://cn.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://cn.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://syb.msn.com/

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    http://www.bing.com/search?q={searchTerms}&form= MSBTDF&pc= MASB&src=IE-SearchBox 

    Or for PCs landing in People’s Republic of China ONLY:

    http://cn.bing.com/search?q={searchTerms}&form=MSBTDF&pc=MASB&src=IE-SearchBox 

    ScopeDisplayNameBing

    ScopeDefaultTrue

    ScopeKeyBing

    SuggestionsURLhttp://api.bing.com/qsml.aspx?query={searchTerms}&src={referrer:source?}&maxwidth={ie:maxWidth}&rowheight={ie:rowHeight}&sectionHeight={ie:sectionHeight}&FORM=IE8SSC&market={Language} 

    FaviconURLhttp://www.bing.com/favicon.ico 

      For unattend.xml IE6, set [URL] Search_Page=www.bing.com

    c.  Set browser User Agent string.

    For all browsers installed on the machine, add a new user agent string with

    Name = MASB (the Value is ignored).

      For IEAK IE8, use the „Compatibility View‟ dialog to create the custom

    User Agent string. Simply type the string MASB into the “Append to useragent string:” text box. 

      For IEAK IE7 or IE6, use the „User Agent String‟ dialog to create the

    custom User Agent String. Add the string MASB to the box.

      For unattend.xml, use the „UserAgent‟ tag in „Microsoft-Windows-IE-

    InternetExplorer | UserAgent‟ to create the custom User Agent string

    MASB.

    d. 

    Verify that Search and Home Page function properly (after Sysprep and OOBE).

     Open a window for each installed browser, including 32-bit and 64-bit

    versions.

     Verify that the browser home page is set to http://syb.msn.com .  Note

    that this is a vanity URL which will automatically redirect to either MSN or

    Bing, depending upon timing and location of the user.

    http://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://cn.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://api.bing.com/qsml.aspx?query=%7bsearchTerms%7d&src=%7breferrer:source?%7d&maxwidth=%7bie:maxWidth%7d&rowheight=%7bie:rowHeight%7d&sectionHeight=%7bie:sectionHeight%7d&FORM=IE8SSC&market=%7bLanguage%7dhttp://api.bing.com/qsml.aspx?query=%7bsearchTerms%7d&src=%7breferrer:source?%7d&maxwidth=%7bie:maxWidth%7d&rowheight=%7bie:rowHeight%7d&sectionHeight=%7bie:sectionHeight%7d&FORM=IE8SSC&market=%7bLanguage%7dhttp://api.bing.com/qsml.aspx?query=%7bsearchTerms%7d&src=%7breferrer:source?%7d&maxwidth=%7bie:maxWidth%7d&rowheight=%7bie:rowHeight%7d&sectionHeight=%7bie:sectionHeight%7d&FORM=IE8SSC&market=%7bLanguage%7dhttp://api.bing.com/qsml.aspx?query=%7bsearchTerms%7d&src=%7breferrer:source?%7d&maxwidth=%7bie:maxWidth%7d&rowheight=%7bie:rowHeight%7d&sectionHeight=%7bie:sectionHeight%7d&FORM=IE8SSC&market=%7bLanguage%7dhttp://www.bing.com/favicon.icohttp://www.bing.com/favicon.icohttp://syb.msn.com/http://syb.msn.com/http://syb.msn.com/http://syb.msn.com/http://www.bing.com/favicon.icohttp://api.bing.com/qsml.aspx?query=%7bsearchTerms%7d&src=%7breferrer:source?%7d&maxwidth=%7bie:maxWidth%7d&rowheight=%7bie:rowHeight%7d&sectionHeight=%7bie:sectionHeight%7d&FORM=IE8SSC&market=%7bLanguage%7dhttp://api.bing.com/qsml.aspx?query=%7bsearchTerms%7d&src=%7breferrer:source?%7d&maxwidth=%7bie:maxWidth%7d&rowheight=%7bie:rowHeight%7d&sectionHeight=%7bie:sectionHeight%7d&FORM=IE8SSC&market=%7bLanguage%7dhttp://api.bing.com/qsml.aspx?query=%7bsearchTerms%7d&src=%7breferrer:source?%7d&maxwidth=%7bie:maxWidth%7d&rowheight=%7bie:rowHeight%7d&sectionHeight=%7bie:sectionHeight%7d&FORM=IE8SSC&market=%7bLanguage%7dhttp://cn.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBoxhttp://www.bing.com/search?q=%7bsearchTerms%7d&form=MSBTDF&pc=MASB&src=IE-SearchBox

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     Verify that the browser search box is defaulted to Bing. Perform a search

    using the browser search box and verify that it sends the search to Bing.

    Verify that the appropriate search URL contains the strings

    “&form=MSBTDF” and “&pc=MASB” 

     

    Type javascript:alert(navigator.userAgent) into the Browser address bar.Ensure that MASB is in the list in the popup window.

    5.  Install Microsoft Office 2010

    a. 

    Install Microsoft Office 2010 OPK following the OPK Guide included in the

    disk image.

    b.  Add the registry key to enable Services Inclusion and compatibility between ant-

    Malware software shipped in your PC and the virtualization technology used by

    Office Starter 2010. 

    Instructions:

    i.  Set up Service Inclusion by creating a REG_SZ value with the service name

    of each service that needs to access the Q: drive. The name of the value

    does not matter. Note that you must restart the service after setting the

    Service Inclusion keys.

    For 32-bit systems, create the key under:

    [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\SoftGrid\4.5\Client\AppFS\ServiceInclusions] 

    For 64-bit systems, create the key under:

    [HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\SoftGrid\4.5\Client\AppFS\ServiceInclusions]

    ii.  Service Inclusions are only supported on Windows Vista and later.

    iii.  OEMs can set up the Service Inclusion keys before or after installing the

    Office 2010 OPK during the production process.

    Example:

    For a 32-bit OS, the service inclusion for two services called NIS and ABC (as

    examples) would look like this:

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    [HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\SoftGrid\4.5\Client\AppFS\ServiceInclusions]Service1=NISService2=ABC 

    Screenshot details instructions above:

    c.  Optionally, run the Q: Drive labeling script following the document‟s instructions.

    The document can be found here: http://labelc2rdrive.codeplex.com 

    FAQs

    Question: What if I have questions that are not answered here?

    Answer: Please check the OEM Partner Center(OPC) website

    (http://oem.microsoft.com/script/contentpage.aspx?pageid=503766 ) for answers to your

    questions. If you cannot find an answer there, please email [email protected]

    http://labelc2rdrive.codeplex.com/http://labelc2rdrive.codeplex.com/http://labelc2rdrive.codeplex.com/http://oem.microsoft.com/script/contentpage.aspx?pageid=503766http://oem.microsoft.com/script/contentpage.aspx?pageid=503766http://oem.microsoft.com/script/contentpage.aspx?pageid=503766mailto:[email protected]:[email protected]:[email protected]:[email protected]://oem.microsoft.com/script/contentpage.aspx?pageid=503766http://labelc2rdrive.codeplex.com/