Setup Started On
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Month
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Day
Year
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Technician Name
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First Name
Last Name
Technician Email
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example@example.com
Computer
Purchase a Computer (confirm with Theresa)
Purchase Peripherals (confirm with Theresa)
Setup PC Name (convention is GCMMMYYYYPCNN, ex. GCMAR2020PC06)
Create a local admin account for Setup
Windows Updates - important and security updates, feature updates
System Driver Updates
Computer Name
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Pulseway - Remote Management & Patching
Purchase Pulseway License, if necessary
Install Pulseway Agent on computer
Assign Patch Management Policy to System
Add MBL-Location as suffix to PC Name in Pulseway
Install standard software using the Pulseway 3rd Party plugin
Azure Active Directory (AAD)
Join computer to Azure AD
Ensure Physical PC AAD group
Login to User account on computer
Setup Login PIN (241241)
Confirm BitLocker disk encryption
Install Office 365 on computer, if necessary
Login to Office 365 Account by opening Word program
Confirm Office 365 Account in Outlook, Excel and PowerPoint
Zscaler - Web Security
Install Zscaler App on computer
DO NOT Login
Next-Gen Anti-malware, Firewall
Purchase License, if necessary
Install Next-Gen AV
Check Computer in Next-Gen AV Console
Ensure Policies are replicated to the computer
Carbonite - Data Backup
Install Carbonite
Setup Backup Folders
Run Backup Job
Adobe - PDF Software
Install Adobe Acrobat
Set Default PDF program
Dashlane and Keeper - Password Management
Install Dashlane Browser extensions
Login to Dashlane
Install Keeper Desktop and Browser extensions
Login to Keeper
Intune - Mobile Device Management
Check Computer in Intune
Parachute - Remote Support
Install Parachute software
Vanta Agent - SOC 2 Compliance
Install Vanta Agent
Check Computer on Vanta Console
Assign User to the Computer
Teams - Communication and Collaboration
Install Teams Desktop App on computer
Setup Preferences
Meeting Platforms
Download and install Zoom App
Download and install WebEx
Download and install GoToMeeting
Egnyte - Cloud File Server
Install Egnyte Connect
Login to Egnyte Connect (Co-ordinate with Michael)
DisplayLink - Dock for Dual Monitor
Install Pluggable DisplayLink driver software
OneDrive - Sync Data to Multiple Computers
Login to OneDrive
Setup Backup of Desktop and Documents
Pin Golconda folder in Design templates, (DES) Design folder
Remove Recommended locations from Home
Quicken - Personal Finance
Install Quicken
Restore Quicken File from Backup
Store Quicken File on OneDrive
Venn/Workplace - TLG Compliance Software
Install Venn/Workplace
Login to Venn/Workplace
Outlook
Add Golconda email account
Add LPM email account
Add Mandorlo account
Add Gmail account (Co-ordinate with Michael)
Add Black Stallion OBX account (Co-ordinate with Michael)
Setup Outlook Signatures
Test Outlook Signatures
SimplyFile - Outlook Productivity
Install SimplyFile
Activate with License Key
Setup Preferences
Other Outlook Plugins
Install SmartOffice Outlook Plugin
Install Cyberhaven Plugin
Office Apps - Formatting and preferences
Outlook - Spell Check, Read Receipts, Calendar hours, Disable Auto-bullets, Spacing, Quotes
Outlook - Test Signatures
Word - Spacing, Disable Auto-bullets
Disable Auto-save in Word, Excel, PowerPoint
Confirm fonts is Calibri 11 in Word, Excel, PowerPoint
Enable the Default save to computer option in Word, Excel, PowerPoint, Outlook, Acrobat
Browser
Install Chrome
Login to Chrome and Sync
Copilot
Confirm Copilot 365 Desktop application
Pin Copilot 365 Desktop to Taskbar
Screensaver
Merge Set Screen Saver registry
Printers
Install PrinterLogic software
Install HP M775 (office)
Install Brother MFC-L3770cdw (office)
Install Brother iPrint & Scan for Scanning
Test Printing and Scanning
HP Printer Bug
Delete Scheduled task from Task Scheduler
Restart computer
Run Powershell command again
Final Checks
Computer Restart/Shutdown
Computer Login Check
Windows Updates
System Driver Updates
Check Data Backup
Outlook Check
Zscaler Logon
OneDrive Sync Complete
Ship Computer (remote location)
Obtain FedEx label from Theresa (Declare Computer Value)
Pack Computer in Box
Apply FedEx label
Drop off Box at FedEx
Inform Theresa and Michael about FedEx Drop Off
Setup with Michael
Schedule a call with Michael
Windows Login with PIN
Review Outlook Setup
Review OneDrive Setup and Pinned locations
Teams Setup - Preferences
Adobe Setup - Install Acrobat, Set Default PDF program
SmartOffice Plugin - Login to SmartOffice Integration
SimplyFile Plugin
Test Printing and Scanning
Test Meeting Audio and Video
Completion Date
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Print
Save
Submit
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