Introduction

The following is a list of tasks that should be performed on a new computer with the end-user present.

All Computers

Initial steps:

1. Update inventory spreadsheet with serial number of computer.
2. If a Mac device, submit serial number to euc-help@mit.edu and ask them to place the computer in CRE's Jamf site. Complete this step before setting up the device, because it's location in Jamf will automatically install the required CRE applications.
3. Affix asset tag to computer (in an inconspicuous place if requested)
4. Setup an admin account (creadmin)
   1. With Mac, log into this at least once after rebooting in order for it to register the encryption keys into Jamf
5. Set up meeting with end user to go over transfer

Computer Setup & Installation

Most of these applications should automatically get installed as a result of their location in Jamf or Active Directory, however, you will still need to configure each application.

• Dropbox - log in and link to user account, plus personal account (if desired)
• Microsoft OneDrive - log in and sync to our SharePoint/CRE - Documents library.
• Adobe Creative Suite - log in and install Adobe Acrobat, plus any additional applications requested by the end user (Photoshop, Illustrator, Premiere, and Rush)
• Zoom - log in and add user to CRE Staff Chat (if they are not a member)
• CrashPlan - log in and ensure backup is working. I typically set it up as a new device (not a device replacement)
• Setup Printer - this should occur automatically on Macs. Be sure to disable SNMP on Windows computers.
  
  • Send a test page to verify printing works
• Certificates (CertAid) - configure the user's certificates
• Outlook - Sign user into Outlook. Verify it is the default email client. Clicking this link should open in Outlook.
• SAPGui - Only if requested. Verify it is working and they can log in.
• Ask the user to try doing some typically actions and make sure everything is functioning properly. You may need to perform additional actions, such as importing their bookmarks, updating preferences, and other miscellaneous steps to get their computer to behave like their old computer.

Mac-Specific Instructions

• Add an entry for their kerberos username in the System Settings > Dictionary to prevent it from auto-capitalizing their username. For example, adding abc123 will prevent MacOS from automatically changing their Kerberos username to Abc123.
• Adjust Screen Saver Timeout
  
• When creating the user's account, make the account username be the same as their Kerberos username. Their "full name" can be their actual name (e.g. "John Doe").

Windows-Specific Instructions

• Add the primary user's kerberos account to the local Administrators group
  
• Recommend using Ninite to install many of the basic free applications.