New acquisition computer migration checklist

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Department

  Select Customer Service Finance HR & Central Admin International Sales Management New Product Development Sales Supply Chain Technical UK & Ireland Sales UK Marketing EU Marketing Warehouse and Security

  • Customer Service
  • Finance
  • HR & Central Admin
  • International Sales
  • Management
  • New Product Development
  • Sales
  • Supply Chain
  • Technical
  • UK & Ireland Sales
  • UK Marketing
  • EU Marketing
  • Warehouse and Security

• Base Location

  Office Based

  Home Worker

Data Migration

• Copy local user folder(s) to \\mbw-fp01\stores\XXX\temp

  Yes

  No

  N/A

Local computer setup

• Installed all windows updated (including service packs)

  Yes

  No

  N/A

• Add users full name to "computer description"

  Yes

  No

  N/A

• Credentials

• Create .\laketec account and add to .\administrators group<br>Create .\avservice account and add to .\administrators group<br>Change .\administrator password to standard password (located in Tigerpaw)

  Yes

  No

  N/A

Software Removal

• Remove Internet Explorer 9

  Yes

  No

  N/A

• Remove any preinstalled software that is not required for everyday business use

• Removed any preinstalled antivirus and security suite (Norton Backup, Mcafee, etc)

  Yes

  No

  N/A

• Join computer to the domain

  Yes

  No

  N/A

Software Installation

• Installed Citrix client and setup<br>-Microsoft Office<br>-Arcadium<br>-Dealer Solutions<br>-Shoretel Communicator<br>-

  Yes

  No

  N/A

• Installed latest version of flash \\mbw-fp01.mbw.local\software\adobe\flash

  Yes

  No

  N/A

• Installed latest version of Adobe reader (Download from adobe.com)

  Yes

  No

  N/A

• Installed latest version of Java (Download from java.com)

  Yes

  No

  N/A

• Installed Bomgar client verified the client was pinned in the correct group

  Yes

  No

  N/A

Final checks

• Group policy applied (gpupdate /force)

  Yes

  No

  N/A

• Printers connected and working

  Yes

  No

  N/A

• Access to mapped drives

  Yes

  No

  N/A

• Company Intranet is set as Homepage

  Yes

  No

  N/A

completed

• Signed by

  Sign

• Date completed

  Date