new pc setup - university of exeter

New PC Setup

DS002 - New PC setup - v2.0 - Master.docx of 19

Academic Services

Information & Computing Services Division

Desktop Support

New PC Setup

Document reference: DS002

Document type: Desktop Support Procedure

Document status: Live

Review period: Three months

Next review date: 28 August 2009

New PC Setup


1 TABLE OF CONTENTS

1 Table of contents ......................................................................................................... 2

2 Document history ........................................................................................................ 3

2.1 Document location .................................................................................................. 3

2.2 Revision history ...................................................................................................... 3

2.3 Approvals ................................................................................................................ 3

3 Pre-Build Information .................................................................................................. 4

4 Steps to follow on the old PC ...................................................................................... 4

5 Steps to follow on the new PC .................................................................................... 5

5.1 Before the user LOGS on ........................................................................................ 5

5.2 With the user logged on .......................................................................................... 6

6 Installing Applications ................................................................................................. 7

6.1 Mandatory Applications ........................................................................................... 7

6.2 Optional Applications .............................................................................................. 7

7 Admin Tasks ................................................................................................................ 7

8 When things go wrong ................................................................................................ 8

9 Appendix 1 - Software included in the image ............................................................ 8

10 Appendix 2 – Software Installations ....................................................................... 9

11 Appendix 3 – Model Specific Information ............................................................. 13

11.1 Latitude D630 ....................................................................................................... 13

11.2 Latitude E series ................................................................................................... 13

11.3 Latitude D430 with the built-in Vodafone 3G chip .................................................. 13

12 Appendix 4 – Checklist .......................................................................................... 14

13 Appendix 4 – Checklist for PCMD ......................................................................... 16

New PC Setup


2 DOCUMENT HISTORY

2.1 DOCUMENT LOCATION

This document can be accessed from the following location:

http://www.its.ex.ac.uk/secure/ds-intranet/documents/DS002-NewPCSetup-v2.0.pdf

2.2 REVISION HISTORY

The latest revision can be found at the top of the list:

Revision Date Author Version Summary of Changes

April 2009 SAW / others 2.0 Appendix for model info. Update check lists

30/3/09 P.Rosenthall 1.6 Minor changes to PCMD setup sheet

Feb 2009 SAW / others 1.5 Addition of Appendix for Software installs

24-Dec-2008 A. Khan / R

Gerzsany / PT 1.4

BIOS options, Office 2007, RealPlayer, Troubleshooting options, few minor changes

26-Jun- 2008 M.Moore 1.3 See Para 5.1.3 for additional step imaging PC

23-May-2008 M.Moore /

P.Rosenthall 1.2

Para 5.1.6 and 5.1.8 amended Errors in numbering corrected

Included Appendix 3

30-Apr-2008 M.Moore 1.1 A number of minor updates and changes

Added list of software in image and checklist

13-Mar-2008 M.Moore 1.0 First Live Release

2.3 APPROVALS

This document requires the following approvals:

Name Title Version Date of approval

P.Grogan Desktop Support Team Leader 2.0 28-May-2009

P.Grogan Desktop Support Team Leader 1.4 19-Jan-2009

P.Grogan Desktop Support Team Leader 1.3 26-Jun-2008



P.Grogan Desktop Support Team Leader 1.0 13-Mar-2008

http://www.its.ex.ac.uk/secure/ds-intranet/documents/DS002-NewPCSetup-v2.0.pdf

New PC Setup


3 PRE-BUILD INFORMATION

These notes assume the user and their old computer have been migrated to AD.

The DLM has been designed to install Windows XP on Dell Desktops and Laptops. It may work for other makes; see N:\Desktop Systems Development Team\Standard Desktop\MakeModel Database.rtf for a list of supported makes and models. If the computer you are imaging isn‟t in the list, speak to the Desktop Systems Team first as they will need to know the BIOS make and model number.

Try and have a preliminary meeting/discussion with the user to establish what needs moving from the old computer and clarify what software needs installing on the new computer.

Check if they need a static IP address; remember though that the usual situation is to be assigned a dynamic address.

Establish any licence considerations and how these should be followed up. Check with Sue Batty if unsure.

It could be useful to take a network cable and boot CD with you.

It is recommended that the user keeps their old computer for a couple of weeks in case you miss something or until they are satisfied they have all their data and are happy with their new PC.

Establish what is happening to their old PC, and give advice as appropriate. The hardware disposal webpage at http://www.its.ex.ac.uk/services/disposal.shtml may be helpful here.

4 STEPS TO FOLLOW ON THE OLD PC

1. Note down: a. Drive mappings b. Which printers they use c. What software applications they use d. Where their desktop picture is

2. Create a folder on the U: Drive called Old Computer and copy their Desktop Picture, Outlook.pst files, Outlook Profile.nk2 file, Templates, Quick Launch Folder, Proof Folder, Signatures Folder, Favorites and any files not kept on their AD filespace to this folder.

3. If they are a Firefox user, export their bookmarks to the Old Computer folder

4. If they are still using older e-mail clients, check for local folders and move these to the mail server.

5. If they use Dreamweaver, note the address of their local and remote sites.

6. If the PC is going to be re-deployed, remove any licensed software which is being transferred to the new computer and tell the user to contact Sue Batty to update the licence agreement.

7. If they have a PDA do a final synchronization.

8. Turn off PC, disconnect and put to one side.

Note: Favourites are usually in C:\Documents and Settings\‘User name’. To find the Outlook.pst and .nk2 files, firstly make sure hidden files and folders are shown by going to My Computer, Tools, View, Show hidden files and folders. The pst file is in C:\Documents And Settings\’User name’\Local Settings\ Application Data\Microsoft\Outlook. If the user doesn’t use local folders there may not be a .pst file. The nk2 file is in C:\Documents and Settings\’User name’\Application Data\Microsoft\Outlook. The Templates, Proof and Signatures folders are in the Application Data\Microsoft folder. Double-check that they haven’t put any templates anywhere else

http://www.its.ex.ac.uk/services/disposal.shtml

New PC Setup


5 STEPS TO FOLLOW ON THE NEW PC

5.1 BEFORE THE USER LOGS ON

1. Check all parts are present, noting down serial numbers and EA/GVA numbers.

2. Turn on the PC and enter the BIOS Settings by pressing F2 when the Dell Logo is shown. See troubleshooting section if you are prompted for a password.

3. If Vista is the pre-installed OS and you are installing XP, switch off the Flash Cache Module (if present) and under SATA operation enable ATA and disable AHCI.

4. Locate the Integrated NIC settings and select the On/PXE option if not already enabled. Turn SMART monitoring on to enable BIOS warning when the HDD is about to fail. Save changes, exit the BIOS and restart the PC if it does not do so automatically.

5. Press F12 to enter the Boot Device Menu and then select the Onboard Network Controller option. When a menu appears, choose the first option “SCCM wds”. This is the default and will be automatically selected after 5 seconds. When prompted, press F12 for the Network Service Boot.

6. Task sequence wizard appears, click next.

7. A list of task sequences appears, choose the appropriate image and click next. Verify the computer name and click Start Installation.

8. Install Windows XP SP3 from \\mcrfs04\dst\Applications\Microsoft Updates\Windows XP Service Pack 3 (KB936929) – other windows updates will be applied using SUS later.

9. Check Device Manager for any drivers that were not installed during the Image setup. Some PCs require HD Audio driver updates. See Appendix 3 for model specific information. Notify Desktop Systems team of any missing drivers.

10. Go to Control Panel and check the Regional and Language settings are all set to UK both on the Regional Options and Advanced tabs. Also, in the Advanced tab, tick the box to Apply all settings to the current user account and to the default user profile. When done, click on OK and restart when prompted.

11. Create a VPN connection as described in http://its.exeter.ac.uk/services/vpn/it8977.pdf for all users and place a shortcut in C:\Documents and Settings\Default User\Desktop.

12. Install the 2003/2007 compatibility kit that enables to use Office 2007 files (converter) from \\Mcrfs04\DST\Applications\Microsoft\Office\2007to2003FormatConverter.

13. Install SP3 for Office 2003, available on mcrfs04. Install further office updates - Go to http://office.microsoft.com/en-gb/downloads/default.aspx and choose Get additional Office Update from the link on the left of the page.

14. Install PrimoPDF from \\Mcrfs04\DST\Applications\PrimoPDF.

15. Install PowerDVD and Roxio Creator for DVD play back and CD/DVD writing. Both are in \\Mcrfs04\DST\Applications

16. Install updates for Acrobat reader (this requires proxy access) and Flash player for both Internet Explorer and Firefox (IE requires a VPN connection).

17. Add the user to the local administrators group; to do this go to Control Panel\User Accounts and click on Add. In the window that opens enter their user ID in the first box and ISAD in the second. Click next, then other and select Administrators.

http://its.exeter.ac.uk/services/vpn/it8977.pdf

http://office.microsoft.com/en-gb/downloads/default.aspx

New PC Setup


5.2 WITH THE USER LOGGED ON

1. Customize the desktop - Right click anywhere on the Desktop and select Properties. Click on the Settings tab and ensure the resolution is set to the maximum native resolution for the display. Click on the Appearance tab then Effects and change the method of smoothing fonts to ClearType. Put the user‟s Desktop picture back if they have one, then check the user is happy with the image and adjust as required.

2. Tidy the desktop by removing unnecessary application shortcuts.

3. Right click the Taskbar and select Properties, deselect the Lock the Taskbar and Hide Inactive Icons option and turn on the Show Quick Launch option.

4. Click the Start Menu tab, click the Customize button and then click on the Advanced tab. Turn off the two options at the top; Open submenus when I pause on them with my mouse and Highlight newly installed programs.

5. Go to My Computer\Tools\Folder options\View. De-select Auto search for network printers and folders and Use simple file sharing.

6. Add shortcuts to the Quick launch for the most common applications.

7. Open Word and go to View\Toolbars\Customize\Options. Check Show Standard and Formatting toolbars on 2 rows and Always show full menu. Click on Tools\Options\View and uncheck Show Startup Task Pane. Check the default dictionary is UK; to do this go to Tools\Language\Set Language, select English UK and click on Default.

8. Check Network Drives have mapped correctly. Everyone should see Drives N and U, APTOS/EAS users should also have Drive T. If Drive T is missing this is probably because they are not registered to use any MIS applications. If they are registered, or Drives N and U are missing, this is a fault and should be investigated.

9. Setup Printers – To setup an AD printer, click Start, Printers & Faxes then Add Printer. When the Add Printer Wizard opens, select the network printer option then select the Find Printer in directory. The Find Printers directory opens, click Find Now to bring up a list of all printers that are on the network or restrict search to area. For example, lav* would find all printers in the Laver building. Locate the printer that the user prints to and double click it. The Wizard will ask if you want the printer to be your default printer (check with user), then select Yes or No. Print off a test page for each printer.

10. Configure Outlook2003 - Click Start, All Programs, Configure Outlook, Configure Outlook. You will be prompted and asked: „Do you wish to configure Outlook now?‟ Click OK, Outlook opens, wait for it to update all folders. Close Outlook.

Note: If the Configure Option doesn’t appear, type the following into run to configure Outlook:

outlook.exe /importprf \\isad.isadroot.ex.ac.uk\NETLOGON\OutlookUOEv1.4.PRF

11. Check Outlook settings – set the calendar to show 12 months and don‟t use word as the email editor. Switch off Cached Exchange Mode in Outlook if setting up a desktop

12. Transfer all Templates, Proof, Signatures, Favorites, and Outlook.pst/nk2 files into their respective locations on the C: Drive. If they are a Firefox user, restore their bookmarks to the relevant folder.

13. If the user has any Outlook.pst files, open Microsoft Outlook and go to File, Open, Outlook Data File and here it will show you the files that were copied into the folder on the C: Drive. Click on the .pst file(s) then click OK to open them in Outlook. You should encourage the user to migrate their PST files to the Mailbox that is stored on the server.

New PC Setup


14. Open and configure IE7. Turn on the phishing filter, choose Google for the default search provider, switch on Clear Type and set language to UK. Check that the proxy settings have only Automatically detect settings ticked.

15. Fill in the on-line registration form if the user needs a static IP address using http://its.exeter.ac.uk/network/registration.shtml.

16. If a laptop, check it synchronises automatically on final log off. If not, investigate.

17. If the user wants to see archived emails off-line, the laptop client need to be installed from https://emailarchive.exeter.ac.uk/client/laptop.exe. They also need to let the IS team know they want to be enabled for off-line access.

18. If the user has a laptop and a docking station check the power settings when docked allow the lid to be closed and the laptop to remain on (usually set to standby).

6 INSTALLING APPLICATIONS

6.1 MANDATORY APPLICATIONS

1. AssetWorks (formerly PCAudit).

2. A PCBackup client

3. RealPlayer 11.0 (Enterprise Edition)

6.2 OPTIONAL APPLICATIONS

Install any applications required by the user. See Appendix 2 for instructions.

7 ADMIN TASKS

1. Dell Discs & Documentation - place all discs and documentation that came with the computer into an envelope and write the make, model and serial number on it and ask user to put it somewhere safe in case it is needed for any reason.

2. Email the serial number and GVA/EA numbers noted earlier to [email protected] and the DST liaison contact.

http://its.exeter.ac.uk/network/registration.shtml

https://emailarchive.exeter.ac.uk/client/laptop.exe

mailto:[email protected]

New PC Setup


8 WHEN THINGS GO WRONG

1. If you are prompted for a BIOS password, enter weefreemen, and then remove it by going to the Security Options and selecting the System Password option.

2. If the image fails, start the image process again and as soon as the Win PE GUI appears at Step 6, press F8 to open the command window. You can‟t open it later, so you must do it at this stage. The window can remain open (but minimised) while the OS is installed and gives you a means of running diagnostics or commands if you need to. Type ipconfig to see if the computer has a working NIC driver, if it is missing the imaging process cannot continue. Type C:\ to check you can access the HD. If you can‟t, the MSD driver might be missing. Contact Desktop Systems if either of these drivers is missing.

3. If the image isn‟t successful a second time, reformat the HDD. Do this from the command window: type format /q C:. The Volume disk label is OSDisk. Re-start the computer and continue the imaging process from section 5.1.5. Press F8 at the appropriate time again and check to that the C:\minint folder has been removed. If the image fails again, speak to Desktop Systems for further advice.

4. Sometimes a desktop behaves like a laptop and tries to synchronise (has double arrows). A reboot should fix this.

5. If old cluster machines are being passed on to staff, let Desktop Systems know the computer name before applying the image. This is to clear the PC from the clusters group and allow a standard staff image to apply.

6. If streaming media does not work in Realplayer, change the streaming proxy settings to wwwcache.ex.ac.uk for all lines. Change port 80 to 8080 and exclude local addresses 144.173.*.*, *.ex.ac.uk, *.exeter.ac.uk.

9 APPENDIX 1 - SOFTWARE INCLUDED IN THE IMAGE

XP SP2

Office 2003 SP1

SAV 10.1

Adobe Reader 8

Firefox

Quicktime 7.45

Win Media Player 11

WMP Firefox plugin

Java 2

Shockwave

Flash for IE and Firefox

SUS reg

SMS client

.Net Framework 2 update

HD Audio Hotfix

Video Hang Hotfix

MS XML 6

New PC Setup


10 APPENDIX 2 – SOFTWARE INSTALLATIONS

Application installers are all on \\mcrfs04\dst\Applications unless mentioned. If any installation notes or licence keys/codes exist, they will be found in the same locations. To install and run the MIS applications, Drive T must be mapped to \\isad.isadroot.ex.ac.uk\uoe\mis. This should be done on login for users registered to use the MIS applications, but check anyway. Users need to register to use MidlandTrent, SITS and APTOS so check new users are aware of this. ACT! (formerly Sage) - This software requires a license. (Business School currently have 10 licences). Adobe Products - Acrobat Pro, Captivate, Contribute, Creative Suite, Dreamweaver, Photoshop, Premiere etc - All items require a license. Alta HR - This software is not used and should be installed for accessing old data only. In IE>Tools>Options>Privacy>Pop-up Blocker, uncheck or add https://hr.ex.ac.uk/altahr to exceptions and uncheck Reuse windows for launching shortcuts in IE>Tools>Internet Options>Advanced. Delete existing AltaHR icons and copy new icons to desktop. The new icons are located in T:\AltaHR\Icons\AltaHR_Web_icons\ HRLiveIcons\Live AltaHR Web – IE Run Alta HR by double clicking on the icon Live AltaHR Web – IE. Answer [OK] or [Yes] or [Continue]. Run jinitiator and accept default settings. Accept certificate permanently. Close IE. Check system tray. If jinitiator icon refuses to disappear from system tray, reboot. Copy T:\AltaHR\Icons\AltaHR Web icons\certdb.txt to C:\Program Files\Oracle\JInitiator 1.3.1.22\lib\security, overwrite if necessary. Double-click "Live AltaHR Web" shortcut. Accept security certificate / security warning always. For login use database HR. Go to Control Panel>Jinitiator 1.3.1.22>Proxies and untick "Use browser settings" APTOS - Users need to register for APTOS use. To install and run the MIS applications, Drive T must be mapped to \\isad.isadroot.ex.ac.uk\uoe\mis. Installation notes for Aptos, EAS and Eureka can be found at www.admin.ex.ac.uk/aptos/installation_notes.shtml APTOS security warnings with IE7. Put the following into trusted sites and local intranet sites file:///T:\SITS\Siapp\sipr_usys\bin\* Assetworks (formerly PCAudit) - The user will need to be present for this as they have to enter their username and password. Business Objects - This software requires a license. There are 2 methods of use. Business Objects for use with AltaHR – Alan Doggett does this installation Business Objects for use with Trent – just requires a web link to http://mcrtrentweb/businessobjects/enterprise115/WebTools/adminlaunch/default.aspx

https://hr.ex.ac.uk/altahr

http://www.admin.ex.ac.uk/aptos/installation_notes.shtml

http://mcrtrentweb/businessobjects/enterprise115/WebTools/adminlaunch/default.aspx

New PC Setup


Concept installation (used mainly in B&E) - Installation notes can be found at N:\Desktop Support\Documentation\Other\RG-Install Concept 500 Datastream (Thomson) - This can be used on any PC but has account control Installation notes: \\mcrfs04\dst\Applications\Business School\Datastream Advance v4.0\Installing DataStream Advance Endnote - Endnote has a site license but the Software office still requires the serial number of computers Endnote is installed on. IDPro (used in the card office). Previously called Laminex - To be completed once on each machine: Add ISAD group “SAS-Card office Database Users” to local administrators group on each machine Copy contents of n:\Card Office Database\New Desktop (refers to Academic services n: drive, full path = “\\isad.isadroot.ex.ac.uk\uoe\PS\AS\SS\Card Office Database\New Desktop”) into “Default User\Desktop” on local machine IDPro requires a USB dongle to be present. Support is provided by Payne Security, contact Fiona Barnes 01352 706325 iGrafx - This software requires a license. Kinetics - Copy the shortcut in \\mcrfs04\dst\Applications\Kinetics ISAD shortcut to the users desktop LIMDEP - Licensed for staff PC‟s in the accounting and finance departments of Business School LyX - Open Source software – no licence required. Mace - Contact Paul Thornton to arrange installation of MACE Maple - Maple is covered by the University‟s site licence. MATLAB - This software requires a license. MicroPal - Replaced by Morning Star Midland Trent - Requires weblink only http://mcrtrentapp/hrpr_web/wrd/run/etadm001gf.open. Millennium - no license required. Specialist support – Martin Myhill. Mind Genius - Mind Genius is covered by the University‟s site licence. Minitab - Minitab is covered by the University‟s site licence. Mobile devices - Software for Palms and Blackberrys is available on \\mcrfs04\dst\Mobile_Computing\ MorningStar - Can be installed on any University owned PC. Only 2 accounts. NVivo - NVivo is covered by the University‟s site licence.

http://mcrtrentapp/hrpr_web/wrd/run/etadm001gf.open

New PC Setup


Olympus Transcription and Player - Licensing – can be installed on any staff PC. 2 versions of software with different serial numbers, one is the player the other player and transcription. Player only - \\mcrfs04\dst\Applications\Business School\Olympus DSS Player Lite Player and Transcription - \\mcrfs04\dst\Applications\Business School\Olympus DSS Player v7.1 PAMS - Users need to register with Pete Duncan To access the program go to http://paris.ex.ac.uk:7778/forms90/f90servlet?config=ipams PCBackup Client - You don‟t need to enter a ticket number, just leave this field blank. PcGive - Licenced for use by University of Exeter Business School staff and students. Instructions: \\mcrfs04\dst\Applications\Business School\PCGive V10 CD\SOBE PCGive V10.3 Raisers Edge - Supported and installed by Chris Snow. RATS - Site licence for staff and a special student licence giving 12 months use to students. Reference Manager - Reference Manager is covered by the University‟s Site Licence. Reuters - This is an IE plugin and can be used on any computer. A password is required. RITA - This software is installed by David Nairn, Buildings and Estates. Sage (used by Sports Hall) - This software requires a licence. Install notes are on\\mcrfs04\dst\Applications\SAGE (Sports Hall) but the installation requires the SAGE Line50 v11 CD. SAS - This software requires a licence.Install notes: \\mcrfs04\dst\Applications\Business School\SAS Server\DST - Read Me Scientia - Please contact [email protected] to install Scientia as they will both provide advice and perform the installation Scientific WorkPlace - Licensing – staff require an individual licence, PhD students use a flexlm licence. Installation: \\mcrfs04\dst\Applications\Business School\Scientific Workplace v5.5 SDC Platinum - Can be installed on any staff or cluster PC. Only one logon at a time is allowed. Installation: \\mcrfs04\dst\Applications\Business School\SDC Platinum Shazam - Shazam is covered by a University Site Licence. Installation: http://www.shazam.com/music/web/home.html SITS - To download icons to the desktop run IconUpdateLIVE.bat and IconUpdateXTest.bat from T:\SITS\siapp\icons\Download SITS security warnings with IE7. Put the following into trusted sites and local intranet sites file:///T:\SITS\Siapp\sipr_usys\bin\* SKIM - Licenced for any staff or PhD student PC in Business School.

http://paris.ex.ac.uk:7778/forms90/f90servlet?config=ipams


http://www.shazam.com/music/web/home.html

New PC Setup


SPSS - SPSS has a site license but the Software office still requires the serial number of computers it is installed on. Stata - This software requires a licence. Installation instructions: \\mcrfs04\dst\Applications\Business School\STATA v10.0\Updated Installation Instructions SupportWorks - Download from http://www.helpdesk.ex.ac.uk/sw/clients/swcli7.exe. After installing this, you need to add it as an exception in the Windows Firewall or it won‟t refresh. Thomson Financial – is licensed for on any staff or cluster PC in the Business School. Ulead VideoStudio - This software requires a licence. WinDIP - Note: if there is already a WinDip shortcut the shortcut should be deleted and the installation procedure carried out.

http://www.helpdesk.ex.ac.uk/sw/clients/swcli7.exe

New PC Setup


11 APPENDIX 3 – MODEL SPECIFIC INFORMATION

This section gives information about model-specific driver issues for various Dells. Most Dell drivers can be found on \\mcrfs04\dst\Drivers\Computers\Dell. Some laptops also require Bluetooth cards to be installed.

The Dell website provides a driver install order if you are experiencing problems.

11.1 LATITUDE D630

Install audio driver followed by modem driver to fix the sound problems.

11.2 LATITUDE E SERIES

Install audio driver followed by modem driver.

Install USH driver (\\mcrfs04\dst\Drivers\Computers\Dell\Latitude\Exxxx\XP\(USH) Dell_ControlPoint-Security-M_A07_R206690)

If there is still an HD Audio error with the device not correctly configured, try reinstalling the Graphics driver.

11.3 LATITUDE D430 WITH THE BUILT-IN VODAFONE 3G CHIP

You will need to install the driver that is specific to Vodafone otherwise you will not have the option to connect to Vodafone UK network. If you are obtaining the driver via the Dell Support website, make sure you select the tab for „Results for all latitude D430‟ and select the driver for Wireless 5520 Vodafone Mobile Broadband (3G HSDPA) MiniCard (R164067). You can use this direct link (should be second from last) - http://support.euro.dell.com/support/downloads/driverslist.aspx?os=WW1&osl=EN&catid=20&impid=-1&hidos=WW1&hidlang=en&TabIndex=0&SystemID=LAT_PNT_PM_D430

Do NOT use the recommended driver under the tab for „Results for [serial number] as shipped‟ as this seems to install a generic driver and the only UK network listed is T-Mobile.

http://support.euro.dell.com/support/downloads/driverslist.aspx?os=WW1&osl=EN&catid=20&impid=-1&hidos=WW1&hidlang=en&TabIndex=0&SystemID=LAT_PNT_PM_D430

http://support.euro.dell.com/support/downloads/driverslist.aspx?os=WW1&osl=EN&catid=20&impid=-1&hidos=WW1&hidlang=en&TabIndex=0&SystemID=LAT_PNT_PM_D430

New PC Setup


12 APPENDIX 4 – CHECKLIST

SERIAL NO:

GVA NO:

12.1.1 On Old PC

Drive Mappings

Printers

Software

Desktop picture

Steps 2-4 - Data Transfer

Steps 5-8 - As required

12.1.2 On New PC - Before logging user on:

Steps 1-7 - Image PC

Step 8 – Install Windows XP SP3

Step 9 – Check drivers

Step 10 –Regional & language settings

Step 11 – Create VPN

Steps 12-13 - Install Office compatibility kit, then run Office updates

Step 14 – Install PrimoPDF

Step 15 – Install PowerDVD and Roxio Creator

Step 16 – Acrobat and flash updates

Step 17 – Add to local admin group

New PC Setup


12.1.3 With user logged on:

Steps 1-2 - Customise and tidy Desktop

Step 3 - Configure Taskbar

Step 4 – Configure Start Menu

Step 5 - Configure Folder Options

Step 6 - Configure Quick Launch

Step 7 - Configure Word

Step 8 - Check Drive mappings

Step 9 - Setup printers

Steps 10-11 - Configure Outlook and change settings

Step 12 - Transfer data back

Step 13 - Outlook pst files

Step 14 - Open and configure IE7

Steps 15-18 Static IP address, laptop sync, off-line client and docking

12.1.4 Installing Mandatory Applications

AssetWorks

PCBackup

Realplayer

12.1.5 Installing Optional Applications

Install applications as required by user.

12.1.6 Admin Tasks

Step 1 – Disks & Documentation

Step 2 – E-mail [email protected] & liaison contact

12.1.7 Hand over to user

Restart and check user can login


New PC Setup


13 APPENDIX 4 – CHECKLIST FOR PCMD

The checklist on the following pages is to be used when building a machine for PCMD as there are a number of differences.

New PC Setup PCMD

Recipient:__________________ Login Name_______________

PC Service Tag Using DS002 section 5.1.1- 5.1.2

Monitor serial number

EA / GVA Number

Mac Address DS002 section 5.1.17

PMS Inventory Label No Label numbers can be found in \\isad.....\schools\PCMD\PMS Inventory labels Actual labels are in SC17

On New PC Before logging user on

Image PC DS002 Section 5.1.3 to 5.1.8

Windows XP SP3 section 5.1.9

Check Drivers section 5.1.10

Adjust Regional & language settings

Needs a reboot at this stage Section 5.1.11

Install Office compatibility kit

Section 5.1.12

Run Office Updates Office updates section 5.1.13

Put user name in Word Use customers real name not user name

Add user to local admin group

Use discretion about user Section 5.1.16

Install Section 6 DS002

Primo PDF See MCRFS04\dst\applications

SPSS See MCRFS04\dst\applications for

New PC Setup


Licence code for version 15 , need media

Endnote See MCRFS04\dst\applications

Reference Manager See MCRFS04\dst\applications

Asset works See MCRFS04\dst\applications

PC Backup See MCRFS04\dst\applications

Real Player See MCRFS04\dst\applications if need newer version

Java See MCRFS04\dst\applications\web plugins for latest versions

Flash See MCRFS04\dst\applications\web plugins for latest versions

Shockwave See MCRFS04\dst\applications\web plugins for latest versions

On Old PC Section 4 DS002 Sections 4.1- 4.8

Record

-Drive Mappings Most PCMD will have some mapping to \\141.163.201.201\pms\some_folder

-Printers

One default plus 1 alternative

Mostly AD check IP printing and some shares

-Software

Check for bespoke software, check file locations Media and licences Check Add/Remove programmes for extra software

Peripherals Check for Software and drivers

Data Transfer Save in named file in MCRFS04\dst\1backup\PCMD

Outlook – pst

- NK2

Look at current profile check psts in use. Search old pc for psts and copy NK2 file from local profile. See note in section 4 DS 002

New PC Setup


NB PCMD use Plymouth exchange server

Templates Copy folder

Favourites Copy folder Firefox go to bookmarks export bookmarks

Quick Launch details Make notes

Files on local drives Search for photos , Itunes, Phone stuff

PDA software make sure they have software / drivers

With user logged on DS 002 section 5.2

Configure

-Desktop Section 5.2.1 and Section 5.2.2

-Taskbar Section 5.2.3

-Start menu Section 5.2.4

-folder options Section 5.2.5

-Word Check endnote and ref man toolbars + name Section 5.2.7

-IE7 Section 5.2.14

-Outlook Create new profile connect to ILS130.uopnet.plymouth.ac.uk

Asset works Login in users name

Transfer Outlook pst files Put pst s in U drive in Outlook folder NK2 file in local profile

Check Drive mappings Section 5.2.8 Add additional drives

Setup printers Section 5.2.9 One default plus 1 alternative

Mostly AD check IP printing and some shares

Transfer data back Local data , music, photos etc

If PDA check synchronisation

New PC Setup


Admin Tasks GVA numbers already sent to IT Purchasing

Label Old pc Make a note of user

Remove old pc Make a note of where it is stored and keep for 2 weeks before re-imaging

Re-image , scrap or re-deployment

Make a note of where the old pc ends up. Add serial number of old pc to \\isad.isadroot.ex.ac.uk\PS\AS\ICS\Desktop Support\Schools\PCMD\Staff Refresh\PCMD_staff_PC_Refresh.xls and then April disposal work sheet.