This guide is for IT administrators who deploy presentaid to many users. Follow the steps in order. Only step 1 is required.
- Before you start: check the requirements and your network
- Install presentaid with the MSI
- Connect the company Shared Location (optional)
- Control settings centrally (optional)
- Test with a pilot group, then roll out
If something doesn't work, see Troubleshooting.
Before You Start
What You Need
| Item | Where to get it |
|---|---|
| License key | From your presentaid contact |
| Installer | presentaid.msi |
| Policy templates (only for step 3) | presentaid-policy-templates.zip |
Requirements on Client Machines
- Windows 10 or later, with a desktop version of Microsoft Office. See Installation for details.
- .NET Framework 4.8
- Visual Studio Tools for Office Runtime
Installing presentaid itself doesn't need admin rights, but these two components do. Add them to your base image or deploy them first if they are missing. The MSI doesn't check for them, so without them it installs normally but the add-in doesn't load.
Network
Allow these addresses through your proxy and firewall:
| Address | Used for | Required? |
|---|---|---|
| my.presentaid.com | License activation and validation | Yes |
| presentaid.com | Update check and downloads | Only if presentaid updates itself |
| login.microsoftonline.com, graph.microsoft.com | SharePoint as a Dynamic Grid data source | Only if you use this feature |
What presentaid Sends
Presentations and data stay on the user's computer. For license activation and validation, presentaid sends the following to my.presentaid.com over HTTPS:
- License key or activation ID
- Computer name, Windows domain and user name
- presentaid, Office and Windows version
If the server can't be reached, presentaid keeps working until the license's expiry date and tries again later.
Step 1: Install presentaid
presentaid installs per user, into the user's own AppData folder. Run the MSI in the context of the user, not as SYSTEM. Otherwise it installs for the wrong account.
All parameters are optional, and you can combine them freely:
| Parameter | What it does |
|---|---|
| LICENSEKEY | Activates presentaid the next time the user starts PowerPoint or Excel, so users never see or enter a key. |
| SHAREDLOCATION | Sets the company Shared Location: a SharePoint URL or a folder path. See step 2. |
| SUPPRESSUPDATES | "true" stops presentaid from updating itself. Use it when IT distributes new versions. |
| SETTINGSPRESETS | Sets starting values for settings, which users can change. Separate several settings with semicolons, as in the example above. See step 3. |
Deploy With Microsoft Intune
Package the MSI as a Win32 app with the Microsoft Win32 Content Prep Tool, then use these values:
| Field | Value |
|---|---|
| Install command | msiexec /i "presentaid.msi" /qn LICENSEKEY="ABCDE-ABCDE-ABCDE-ABCDE" |
| Uninstall command | msiexec /x "presentaid.msi" /qn |
| Install behavior | User |
| Detection rule type | File |
| Path | %LOCALAPPDATA%\bkt solutions\presentaid\Program |
| File | Bkt.Presentaid.Common.dll |
| Detection method | File or folder exists |
Assign the app to a user group.
Deploy With Other Tools
Any tool works if it runs the command as the signed-in user, such as a logon script or a user-context package in Configuration Manager.
Deploy New Versions
SHAREDLOCATION, SETTINGSPRESETS and SUPPRESSUPDATES stay in place across upgrades, so you don't need to pass them again. An upgrade removes LICENSEKEY if you leave it out, but users who are already activated stay activated.
To let presentaid update itself again, install with SUPPRESSUPDATES="false".
If you don't set SUPPRESSUPDATES, presentaid updates itself and you have nothing to deploy: Updates
These three values also stay after an uninstall. To remove them, delete SharedLocation, SettingsPresets and SuppressUpdates from HKEY_CURRENT_USER\Software\bkt solutions\presentaid.
Step 2: Connect the Company Shared Location
The company Shared Location gives everyone the same templates, slides and elements.
- Create the location, on SharePoint (recommended) or a file share: How to Work with Shared Libraries
- Connect to it once with an account that has write access. This creates the library folders, which read-only users need.
- Give users read-only access. Keep write access for the people who maintain the content.
- Pass the location to all users, with SHAREDLOCATION or the Company shared location policy.
Users Can't Remove It
Users can't change or remove the company Shared Location, and see "Managed" in its place, when either of these applies:
- You set it with SHAREDLOCATION or the policy.
- The user has read-only access to a location that contains a library.
Users with write access can still change a location that you didn't set. So can anyone if the location can't be reached and you didn't set it, so that a mistyped path can be corrected. To rule this out on laptops that are often offline, set the location with SHAREDLOCATION or the policy.
Step 3: Control Settings Centrally
Choose a method based on whether users should be able to change the setting:
| Method | Can users change it? | Best for |
|---|---|---|
| Group Policy or Intune | No | Rules you want to enforce |
| Company options in presentaid | No | Admins of the Shared Location, without IT tools |
| SETTINGSPRESETS at installation | Yes | Sensible defaults |
If a setting is configured in more than one place, the first of these wins: Group Policy or Intune, company options, the user's own choice, the preset, the built-in default.
presentaid reads these settings when the Office application starts, so changes apply after a restart.
Option 1: Group Policy or Intune
Download the policy templates. The ZIP contains two files:
| File | Purpose |
|---|---|
| presentaid.admx | Defines the policies and the registry values they write. |
| en-US\presentaid.adml | Holds the names and descriptions shown in the policy editor. |
These files only make the policies available in your management tool. Nothing changes on users' machines until you configure a policy and assign it.
Group Policy in a Domain
- On a machine with the Group Policy Management Console, open the Central Store: \\your-domain\SYSVOL\your-domain\Policies\PolicyDefinitions
- If the folder doesn't exist, create it by copying the whole of C:\Windows\PolicyDefinitions there. Don't create it empty: once it exists, the editor reads templates only from there.
- Copy presentaid.admx into PolicyDefinitions.
- Copy presentaid.adml into PolicyDefinitions\en-US. Use this folder even on non-English systems.
- In Group Policy Management, create a Group Policy Object, link it to the OU that holds your users or computers, and open it for editing.
- Go to Policies → Administrative Templates → presentaid, under either Computer Configuration or User Configuration, and set the policies you need.
Microsoft Intune
- In the Intune admin center, go to Devices → Manage devices → Configuration → Import ADMX and select Import.
- Upload presentaid.admx and presentaid.adml, then wait until the status shows Available.
- On the Policies tab, create a new policy for Windows 10 and later, using Templates → Imported Administrative Templates.
- Set the policies you need under presentaid, then assign the profile to a group.
Intune's menu names change from time to time. If these differ, search Microsoft's documentation for "import ADMX".
A Single Machine, for Testing
Run these steps as an administrator:
- Copy presentaid.admx to C:\Windows\PolicyDefinitions.
- Copy presentaid.adml to C:\Windows\PolicyDefinitions\en-US.
- Open gpedit.msc and go to Administrative Templates → presentaid.
Choosing a Value
| State | Effect |
|---|---|
| Enabled | The setting is on, and users can't change it. |
| Disabled | The setting is off, and users can't change it. |
| Not Configured | No effect. The company options, the user's choice or the preset applies. |
To let users decide again, set a policy back to Not Configured, not Disabled.
Company shared location is the one policy that takes a value: select Enabled and enter the SharePoint URL or folder path.
A computer policy applies to every user of the machine, and beats a user policy for the same setting.
Check That It Worked
On a client machine, apply the policy. For Group Policy, run the command below. For Intune, sync the device from Settings → Accounts → Access work or school.
Then check that the values arrived. Use HKCU instead of HKLM for user policies.
Close and reopen the Office application. Enforced settings now appear greyed out in presentaid's settings.
Without the Templates
You can also write the registry values directly, with any tool that runs with admin rights. Use a DWORD of 1 or 0:
The company Shared Location is a string value named Company, under the key ...\presentaid\Libraries.
Option 2: Company Options in presentaid
Anyone with write access to the company Shared Location sees a Company section in presentaid's settings. Options set there are stored in the file config.xml in that location, and apply to everyone who uses it. They need the location to be reachable.
Option 3: Presets at Installation
Add SETTINGSPRESETS to the install command, using the names from the table below, each followed by =true or =false and separated by semicolons:
A preset doesn't override a choice the user has already made.
Hide License Details
Turn on Hide license details from users, with any of the three methods. Users then see "Managed by your organization" instead of the license key, expiry date, activation field and purchase link. If activation fails, they are asked to contact IT.
Settings You Can Manage
| Policy name | Setting name |
|---|---|
| Enable automatic updates | General/AutoUpdateEnabled |
| Enable Insider (beta) features | General/PresentaidInsider |
| Hide license details from users | General/HideLicenseDetails |
| Productivity Pane: Master Alignment on click | PPTConfig/IsMasterAlignmentOnClick |
| Show Reference Shape flag | PPTConfig/IsShowRefShapeFlag |
| Add timestamp to Save/Send Selected Slides | PPTConfig/IsSmartSlideSelectionAddTimeStamp |
| Show Clever Cluster context menu | PPTConfig/IsShowContextMenu |
| Show Table context menu | PPTConfig/IsShowTableContextMenu |
| Show Color Pane | PPTConfig/IsShowColorsPane |
| Show Productivity Pane | PPTConfig/IsShowProductivityPane |
| Show Theme Colors | PPTConfig/IsShowThemeColor |
| Show Shade Colors | PPTConfig/IsShowShadeColor |
| Show Presentation Template Library on new presentation | PPTConfig/IsShowPresentationTemplateLibrary |
| Show Word Template Library on new document | PPTConfig/IsShowWordDocumentTemplateLibrary |
| Show Workbook Library on new workbook | PPTConfig/IsShowWorkbookTemplateLibrary |
| Only allow company Agenda templates | PPTConfig/AgendaOnlyAllowCompanyTemplates |
| Slide Radar: check for updated slides on open | PPTConfig/SlideUpdaterCheckOnPresentationOpen |
Step 4: Test With a Pilot Group
Before the full rollout, sign in on a test machine as a standard user and check:
- The presentaid tab appears in PowerPoint and Excel.
- presentaid is activated without asking for a key.
- Settings → Shared Locations shows the company location, marked "Managed".
- Items from the company location appear in the libraries.
- Enforced settings are greyed out in the settings.
Troubleshooting
| Symptom | Likely cause | What to do |
|---|---|---|
| The presentaid tab is missing | The add-in is disabled, or a required component is missing | Check that the requirements are installed, then see Add-ins are Missing in Office |
| presentaid is installed for the wrong user, or not at all | The MSI ran as SYSTEM | Run it in the user's context. In Intune, set the install behavior to User |
| "Could not establish a connection" | The proxy or firewall blocks the license server | Allow my.presentaid.com |
| "Maximum activations reached" | The license has no free seats | Contact your presentaid contact |
| "This license key cannot be used by this machine. Wrong Domain." | The license is restricted to other Windows domains | Tell your presentaid contact which domain you need |
| The company location is empty or marked as not found | The SharePoint library isn't synced to this machine, or the folders don't exist | Sync the library with OneDrive, and connect once with write access |
| presentaid isn't listed in the policy editor | The templates are in the wrong folder | Check both file locations |
| The policy editor reports a missing resource file | The ADML file is missing | Copy presentaid.adml into the en-US folder |
| A policy has no effect | Office hasn't restarted, or the policy hasn't arrived | Run the checks and restart Office |
| presentaid updates itself again | SUPPRESSUPDATES was left out when upgrading from an older version | Pass it once more |
Need help with your rollout? Contact us.