Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Note: on all question sections as well as providing a response you can also provide more details and attach survey photos where applicable.

Customer Information

  • Site IT Contact

  • Customer Name

  • Site Address
  • Survey Carried Out

  • How many users are at this site?

  • How many physical machines are at this site?

Network Future-proofing Summary

  • What is the current data network speed?

  • Are there 5 or more ports free in the switch and associated patch panel?

Internet Details:

  • Press to add an Internet Provider.
    To add multiple providers, select add ISP

  • ISP
  • Internet Service Provider

  • Connection Type

  • Is the connection is plugged into the:<br>VDSL Port directly into the Firewall/Router<br>Or<br>Modem then Firewall WAN port. <br><br>Add media! <br><br>

  • Line Activated No

  • Account No

  • BT Connect Username

  • BT Network Login

  • Password

  • Router IP

  • IP Range: eg. 81.27.106.5/8 usable 6/8

  • Subnet

  • DNS Servers

  • Is the connection is plugged into the:<br>ADSL Port directly into the Firewall/ Router<br>Or<br>Modem / Router then Firewall WAN port. <br><br>Add media! <br><br>

  • Line Activated No

  • Account No

  • BT Connect Username:

  • BT Network Login

  • Password

  • Router IP

  • IP Range: eg. 81.27.106.5/8 usable 6/8

  • Subnet

  • DNS Servers

  • Connection Type:

  • Is the connection is plugged into the:<br>ADSL Port directly into the Firewall/ Router<br>Or<br>Modem / Router then Firewall WAN port. <br><br>Add media! <br><br>

  • Line Activated No

  • Account No

  • ADSL Username

  • ADSL Password

  • Router IP

  • IP Range: eg. 81.27.106.5/8 usable 6/8

  • Subnet

  • DNS Servers

  • Is the connection is plugged into the:<br>VDSL Port directly into the Firewall/Router<br>Or<br>Modem then Firewall WAN port. <br><br>Add media! <br><br>

  • Line Activated No

  • Account No

  • ADSL Username

  • ADSL Password

  • Router IP

  • IP Range: eg. 81.27.106.5/8 usable 6/8

  • Subnet

  • DNS Servers

Router Details

  • Press to add router details.
    For multiple routers, press add Router as many times as necessary.

  • Router
  • Make

  • Model

  • Username

  • Password

  • Internet Service Provider

  • Internal IP Address

  • External IP Address

  • IP Range

  • External Subnet

  • NAT

  • DHCP

  • Description of Location

  • Photograph of router location

Firewall Details

  • Does the client have a hardware firewall?

  • Make

  • Read Password

  • Write Password

  • Password

Inbound Basic Rules:

  • World Wide Web (80)

  • Remote Desktop (3389)

  • POP3 (110)

  • HTTPS (443)

  • SMTP (25)

  • Interscan Relay (2525)

  • FTP (20/21)

  • Any Additional Rules?
    Format: Source + Port + Direction + Port + Destination
    E.g.
    81.27.106.6 3389 > 3389 217.130.10.12
    Or
    Any 25 > 6000 217.130.10.12

  • Custom Rule

  • Rule
  • Description of Firewall location

  • Photograph of Firewall location

  • Model

  • Serial Number

  • Username

  • Internal IP Address

  • External IP

  • External Gateway

  • External Subnet

  • Admin URL or Management software server name

IP Address Reservations (non printers)

  • Add Device IP Reservations

  • Reservation
  • Device Name / Description

  • IP Address

  • Location

  • Picture of location

Printers

  • Add Printer Details.
    For multiple printers, Press add Printer as many times as necessary

  • Printer
  • Make & Model

  • IP Address

  • Management URL

  • Office Location

  • Admin Password

Wireless Access Points

  • Add Access-point Details.
    For multiple WAPs, Press add WAP as many times as necessary

  • WAP
  • Make

  • Model

  • IP Address

  • Username

  • Password

  • SSID

  • WPA Key

  • Guest SSID enabled?

  • SSID

  • Encryption

  • WPA Key

  • Device Isolation

  • Sign on gateway page

  • URL

  • Username

  • Password

Network Switch Details

  • Press to add networking switch details.
    For multiple switches, press add network switch as many times as necessary.

  • Network Switch
  • Make

  • Model

  • Usage Description e.g. Telecoms

  • Description of switch location

  • Photograph of switch location

  • Is the network switch managed?

  • Switch IP Address

  • Admin Username

  • Admin Password

Server Passwords

  • Press to add Domain Admin Credentials.

  • Credentials
  • Administrator Username

  • Administrator Password

  • Add Customer Admin Account Details

  • Credentials
  • Username

  • Password

Servers Details

  • Press to add Server details.
    For multiple servers, press add server switch as many times as necessary.

  • Server
  • Server Name

  • Make

  • Model

  • Purpose

  • Username

  • Password

  • Operating-system:

  • IP Address

  • DHCP Server

  • DNS Server

  • Service Tag

  • Express Service Code

  • Warranty Expiration Date

  • Domain Name

  • Raid Array

  • Is Array Healthy

  • Exchange Version, if applicable.

  • OWA Enabled?

  • Authentication type

  • Document Redirection

  • Processor name & clock speed

  • Physical Memory installed

  • Licensed number of users

  • Number of actual users

  • Dell Open Manage Installed

  • UPS present?

  • Make

  • Model

  • Server Location Description

  • Photograph of server environment

Shares

  • Add key share paths

  • Share

Licences

  • Add licence

  • licence
  • Licence Description

  • Licence Key

  • Model

  • Purpose

  • Username

  • Password

  • Operating-system

  • IP Address

  • DHCP Server

  • DNS Server

  • HP Part No

  • Serial Number

  • Warranty Expiration Date

  • Domain Name

  • Raid Array

  • Is Array Healthy?

  • Exchange Version, if applicable.

  • OWA Enabled?

  • Authentication type

  • Document Redicrection

  • Processor name & clock speed

  • Physical Memory installed

  • Licensed number of users

  • Number of actual users

  • Dell Open Manage Installed

  • UPS present?

  • Make

  • Model

  • Server Location Description

  • Photograph of server environment

Shares

  • Add key share paths

  • Share

Licences

  • Add licence

  • licence
  • Licence Description

  • Licence Key

  • Model

  • Purpose

  • Username

  • Password

  • Operating-system

  • IP Address

  • DHCP

  • DNS

  • Product / Part No

  • Serial Number

  • Warranty Expiration Date

  • Domain Name

  • Raid Array

  • Is Array Healthy?

  • Exchange Version, if applicable.

  • OWA Enabled?

  • Authentication type

  • Document Redirection

  • Processor name & clock speed

  • Physical Memory installed

  • Licensed number of users

  • Number of actual users:

  • UPS present?

  • Make:

  • Model

  • Server Location Description

  • Photograph of server environment

Shares

  • Add key share paths

  • Share

Licences

  • Add licence

  • licence
  • Licence Description

  • Licence Key

  • Purpose

  • Username

  • Password

  • Virtual Server IP

  • Physical Host Server Name

  • Physical Host Server IP

  • Operating System

  • Licensed Users

  • Actual Users

  • Allocated memory

  • Allocated Processors

  • Allocated Hard Drives

Shares

  • Add key share paths

  • Share

Licences

  • Add licence

  • licence
  • Licence Description

  • Licence Key

Environmental Notes:

  • Does the server room have good air flow?

  • Is there adequate power in the Comms room?

  • Are there spare networking points in the building?

Backup Details

  • Does the customer have a backup solution?

  • Add Backup for Server

  • Server
  • Backup Type (you can select multiple)

Cloud Backup Details

  • Service Provider

  • Management URL

  • Username

  • Password

  • Backup for Server

  • Backup Schedule e.g. mon-fri 6pm

  • Included Directories e.g. C:\Users\*

  • Does the backup include the exchange database?

On-Site Backup Details

  • Backup Software

  • Software Version

  • Backup for Server

  • Backs up to Location e.g NAS

  • Storage Capacity

  • Backup Type e.g Full > Differential

  • Backup Schedule e.g. mon-fri 6pm

  • Included Directories e.g. C:\Users\* or System Image drive C

  • Does the backup include the exchange database?

Off-Site Backup Details

  • Backup Software

  • Software Version

  • Backup for Server

  • Backup Type e.g Full > Differential

  • Backs up to Location e.g External Hard Drives

  • Storage Capacity

  • No. of Drives / Tapes

  • Backup Schedule e.g. mon-fri 6pm

  • Drive / Tape rotation e.g Daily

  • Included Directories e.g. C:\Users\* or System Image drive C

  • Does the backup include the exchange database?

Blackberry Details

  • Account type

  • Add Account

  • Account
  • Provider

  • Management URL: http://www.mobileemail.vodafone.net/

  • End User

  • Username

  • Password

  • PIN

  • IMEI

  • Management URL: https://orangeuk.blackberry.com/

  • End User

  • Username

  • Password

  • PIN

  • IMEI

  • Management URL: http://www.o2email.co.uk/

  • End User

  • Username

  • Password

  • PIN

  • IMEI

  • BES Server

  • BES Version

  • Management Console URL

  • Username

  • Password

  • Device Management URL

Anti-Virus Details

  • Add Anti-Virus

  • Anti-Virus
  • Vendor

  • Product and Version

  • Control Server

  • Management URL

  • Username

  • Password

  • Uninstall Password

  • Licence / Activation No

  • Licensed Seats

  • Used Seats

Anti-Spam Details

  • Anti-Spam Provider

  • Management URL

  • Username

  • Password

  • Select Solution

Hosted Email Security

  • Management URL http://imhs.trendmicro.eu/

  • Username

  • Password

  • Activation Code

  • Domains

  • Licensed Seats

  • Used Seats

Interscan Virus Wall

  • Management Server

  • Management URL

  • Username

  • Password

  • Activation Code

  • Licensed Seats

  • Used Seats

Hosted Email Security

  • Management URL http://imhs.trendmicro.eu/

  • Username

  • Password

  • Activation Code

  • Domains

  • Licensed Seats

  • Used Seats

Interscan Virus Wall

  • Management Server

  • Management URL

  • Username

  • Password

  • Activation Code

  • Licensed Seats

  • Used Seats

Web-Filter

  • Cloud Web-Filter Service

  • Vendor
  • Vendor

  • Management URL

  • Username

  • Password

  • Proxy

Software Instructions

  • Add Instructions

  • Instructions

Support Contact Numbers

  • Add contacts

  • Contact
  • Provider

  • Contact Number

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.