Title Page

  • Conducted on

  • Prepared by

  • Location

Engineering Walk-through

  • Contact Name

  • Contact Email

  • Contact Phone

  • Number of locations:

  • Additional Location Notes:

  • Add Location
  • Location Name

  • Number of Employees at this location

  • Number of Computers at this location

  • Number of Servers at this location

  • Number of Remote-Only users:

  • Is one of the locations a DR site?

  • DR Site Location

Hypervisor Information

  • Is there a Hypervisor in use?

  • VMware or Hyper-V

  • VMware Version

  • Number of hosts?

  • Clustered?

  • OS Version

  • Number of hosts?

  • Clustered?

  • Server Details (More detail the better)

  • Add Server
  • Make & Model

  • Operating System?

  • Age?

  • Purpose:? (i.e. DC, Backup, Application)

  • Installed Applications: (i.e. QuickBooks, SQL)

  • Server Pictures

  • Additional Notes about Server

  • Shared Storage?

  • Brand & Type of Shared Storage (include vendor, iSCSI? Fiber Channel?)

  • Total Capacity?

  • Capacity Used?

  • Total Capacity?

  • Capacity Used?

  • Patches Current?

  • When were patches last installed?


  • On Premise: Yes/No If yes what version:

  • Email Platform Version? (Exchange Version?)

  • How many mailboxes?

  • What Platform?

  • How many paid mailboxes?

  • License Type? (Microsoft 365 Standard, Business, Business Premium?)

  • How many shared mailboxes?

  • Are they using OneDrive: Yes/No some users or all users?

  • Are they using SharePoint:

  • Are they using Skype for Business?

  • Are they using Microsoft Teams?

  • Describe how it is being used. (i.e. Meetings, Document Storage, Collaboration?)

  • Who are they getting the licenses from: Microsoft direct, another partner, AppRiver?

  • Do they have a backup solution for O365?

  • O365 Backup Solution?

  • How many mailboxes?

  • How many mailboxes?

  • What version of Outlook are the workstations running?


  • Total number of computers organizationally? (Include Desktops & Laptops)

  • Number of Desktops

  • Number of Laptops

  • Are iPad's or Tablets in use?

  • Are they managed via any technology? (i.e. InTune?)

  • Relative age of most computers?

  • Windows 10 Computers?

  • How many?

  • Windows 7 Computers?

  • How many?

  • Macintosh Computers?

  • How many?


  • Current Backup software?

  • Describe the backup. (On-premise to disk? Cloud Only?)

  • What is the total storage in use that needs to be backed up?

  • Can you access logs and see if it has been working?

  • Comment on backup jobs. Successful?

  • Do workstations/laptops contain information not being backed up?

  • What type of information?

  • Existing Datto Customer?

  • On Premise Appliance or Virtual Machine?

  • Model Information

  • Total Capacity?

  • Capacity Used?

  • Describe anything you can about this configuration.

  • Did they buy the appliance or is it part of the service?

Network Infrastructure

    Add Switch
  • What brand of switch?

  • Total number of ports?

  • Number of free ports?

  • POE?

  • Additional Switch Notes


  • What brand of firewall?

  • Total number of ports?

  • Number of ports free?

  • Additional Firewall Notes


  • What brand of wireless?

  • How many access points?

  • Additional Wireless Notes

Remote Access

  • Terminal Server or Citrix?

  • How is this used?

  • Is a VPN setup?

  • How many uses?

  • What do they access once connected?

  • Does anyone use GoToMy PC or Equivalent?

  • Who and why?

  • Internet Service Provider Information
  • ISP Name

  • Brief description of connectivity including available bandwidth

Application Information

  • Current Anti-Virus?

  • Line of Business Applications

  • Do any applications use SQL server?

  • Application Name(s)

  • SQL Server Version?

General Observations

  • Add any notes based on discussions, observation of old equipment, server room challenges, etc.

  • Overall, does the environment seem well maintained, is the equipment generally old or new, etc?

  • Are they expecting new applications, new offices, new users…?

  • Are there areas they have issues, chronic problems

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.