PC / Laptop Setup Steps

Baseline Machine
1. Hard drive partitions
a. Operating System shall be installed on C:\WINDOWS
b. Applications shall be installed on C:\Program Files
2. Operating system
a. Windows XP Professional, Service Pack 3
b. Apply all updates: http://update.microsoft.com
c. Install .NET 2.0
3. Antivirus
a. Computer Associates eTrust Antivirus 8.1
i. Install eTrust Threat Management Agent as a Trial Version
ii. Replace the “C:\Program Files\CA\SharedComponents\SubscriptionLicense\license.xml” with one that is valid (provided)
b. Apply the latest virus definition updates
i. Etrust Threat Management Agent – Update – Download Updates Now
ii. Preview the “Content Update Monitor” to verify update intitialization
iii. Check “Last Signature Update” for a green check mark
4. Productivity software:
a. Microsoft Office 2003 Professional without Contacts Manager (unless requested)
b. PDF Reader 9
c. cutePDF Writer
d. ForthShift
i. Map M:\ drive as \\APPS\fshift
ii. Run: M:\MFGSYS\client\setup.exe – only install system files as default settings
iii. CONFIG file is located in M:\MFGSYS\
e. InfoMed – if requested
5. Streamline
a. Remove Outlook Express, MSN, Microsoft Instant Messenger
b. Set Mandatory Profile to “adjust for best performance” and apply the standard background picture
User’s Computer Setup
1. Create the user account
a. Domain Controller: DC01
b. Username convention: [first initial of first name][last name] / default password
c. Email: [first initial of first name][last name]@kimconnect.com
d. Home Folder (H) — \\fileserver01\[username]$ — created on “E:\Personal Directories\[username]$” on fileserver01 server
e. Logon script: dependent on the user’s organizational team
i. Executives – exec.bat
ii. Accounting – acct.bat
iii. Accounting VR – acctVR.bat
iv. Purchasing – pur.bat
v. Document Control – doc.bat
vi. Customer Service – custserv.bat
vii. Machine Shop – Mshop.bat
viii. Domestic Sales
ix. International Sales – field.bat
x. Business Development – busdev.bat
xi. Product Development – prod.bat
xii. Human Resources – hr.bat
xiii. MIS – mis.bat
xiv. QA – qara.bat
xv. Research & Development – rd.bat
2. Join the computer to the domain
a. Domain name: KIMCONNECT.COM
b. Computer naming convention: based on username (I recommend location)
c. Printers: This is dependent on the user’s location. Manually set up
d. Mapped drives: preset by logon script
i. G:\ — \\fileserver01\si-custserv
ii. Q:\ — \\fileserver01\si-marketing$
iii. S:\ — \\fileserver01\kimconnect
iv. H:\ — \\fileserver01\[username]$
e. Browser favorites
i. http://fileserver01/reports
f. Laptops and Remote Machines
i. Microsoft VPN – https://secure.kimconnect.com with domain username and password
ii. Email Outlook – RPC-over-HTTP protocol
1. Install kimconnect.com domain root certificate as trusted
a. Download security.crt and install it
b. Tools – Account Settings – Double-click Microsoft Exchange – More Settings – Connection tab – Check “Connect to Microsoft Exchange using HTTP – Click Exchange Proxy Settings – enter “secure.kimconnect.com” into the https:// field – Select Basic Authentication – Click OK
2. Set up Outlook as normal
3. If moving computer profiles
a. Move .NK2 file over
b. Copy desktop, favorites, and My Documents
c. Verify other programs used and reinstall if possible. Only reinstall programs that are using (some computers may have old programs on it)
d. Verify what version of Access they are using. Must stay the same version.
e. Standard policy is to retain the original hard-drive for at least one month

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