Information
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Audit Title
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Document No.
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Conducted on
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Client / Site
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Prepared by
Pre-Install
⚠️ Before You Begin, Please Update the "Information Section" of this Audit ⚠️
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Enter PC Name in the "Audit Name" Field
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Create Service Desk Ticket, and Record INC# in "Document No." Field
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Enter User's Name & Location in the "Client/Site" Field
🚥 Now Choose a "System Condition" to Start. 🚥
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System Condition
💻 New System Setup List 💻
📦 Unpacking 📦
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Verify all Materials with Packing Slip
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Connect system with peripherals and power up
📋 Assets Database 📋
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Purchase Type
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Acknowledge delivery in Lotus Notes
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Match Dell Service Tag with Packing Slip
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Upload Snapshot of Service Tag
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Scan all Packing Slip documents
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Create a new Assets Database entry
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Record Warranty Info & Express Service Code
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Save Scanned Documents & Snapshots
🔧 Repair Setup List 🔧
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Provide a brief description of the malfunction
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Warranty Status
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Call Dell Gold Tech Support (866-461-3355)
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Update Service Desk Ticket and Assets Database with Dell Information
💽 Backing Up Profile Data 💽
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Outlook PST files & locations (including hidden files on C:\)
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Backup CRM Database & Layout
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Deactivate Adobe Acrobat/Creative Suite
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Deactivate Google Earth Pro
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Copy User C:\ Profile to External HDD
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Copy Lotus Notes folders to External HDD - if applicable
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Deactivate System from Active Directory
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Update Assets Database
📀 Format & Re-Image 📀
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Boot Using Windows PE
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Quick Format at DOS Prompt
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Install Dell Gold Image
🚨 🚑 Virus Infection Setup List 🚑 🚨
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Unplug LAN and run AV checks
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E-Mail Dave Davies with Infection Details and Update Service Desk Ticket
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Provide a Brief Description of Infection Below:
💽 Backing Up Profile Data 💽
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Outlook PST files & locations (including hidden files on C:\)
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Backup CRM Database & Layout
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Deactivate Adobe Acrobat/Creative Suite
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Deactivate Google Earth Pro
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Copy User C:\ Profile to External HDD
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Deactivate System from Active Directory
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Update Assets Database
📀 Format & Re-Image 📀
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Boot Using Windows PE
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*Long Format* at DOS Prompt
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Install Dell Gold Image
🔒 User Credentials 🔒
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Request & Record User Credentials (Network, CRM, CoStar, etc.) in Text Field below:
💾 Special/Licensed Software In Use (check all that apply) 💾
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Adobe Acrobat/Creative Suite
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ACT 2000 - 2014
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CardScan
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CBA Legal Library
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Citrix
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CoStar
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Google Earth Pro
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Link
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Lotus Notes
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Salesforce Apto
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Salesforce Linkpoint 360
⚠️ Log into Colliers account, Screen goes black while software loads automatically. Wait 10-15 minutes for desktop to appear. ⚠️
System Patches
⚠️ Start this section after the Gold Image has fully completed the initial setup process ⚠️
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Windows 7 Enterprise Activated
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32-bit or 64-bit
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Admin & Colliers profiles set with standard password
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Set UAC to lowest level
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Power Settings: Display Off After 2 Hours; Turn Off Sleep Modes
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IE - change home page (MSN or Google)
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Uninstall all Office 2010 components & Live Meeting 2007, then Reboot
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Windows Updates - Round 1 of 3
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Install Office 2013 fresh, then Reboot
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Office 2013 activated
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Java - Update/Install
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Mozilla Firefox install
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Add Dell Drivers & Support to IE Favorites [[http://www.dell.com/support/drivers/us/en/19]]
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Adobe Reader XI
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McAfee - Install / Update with the "FramePkg_MAv4.6P3.exe" from Apps2
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McAfee - update security
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Windows Updates: Round 2 of 3
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Google Earth install
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Rename PC (SEAT+[LASTNAME]+[FIRSTINI])
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Regedit - change ownership
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Dell Website - BIOS/Chipset updates
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Device Manager - driver check
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Chkdsk c: /r
Profile Setup
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New or Current User
New User Setup
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Create G:\ drive
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Give User and "Seattle, Ecopy" Modify Permissions
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Add Outlook Archive and Scans folders
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Canon Scan Setup
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Xerox Scan Setup (Ok for Staff; Lorraine approval for all others)
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Create Service Desk Ticket to Sharepoint to Add User to Colliers.com
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VOIP Phone/VM/Fax Setup
AD & Admin Permissions - Colliers Login
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Add System to Active Directory - Keep Top Level For Now
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Add User and "Seattle ISAs" to Admin group
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Add User and ISA names to Remote Access
Initial Profile Settings - User's Login
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Log on as User
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Turn on Games
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Verify Power Save and Sleep Mode Settings
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USB Settings - Enable the USB Selective Suspend Setting on Battery
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Show File Extension Types
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Turn Off Search Indexing
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Drive Mapping - Manually Map any Missing Drives
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Add Aaux and Utopia Fonts (L:\Marketing Resources\Visual Assets\Fonts)
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gpedit.msc - Enable the "Remove Desktop Cleaning Wizard" option
Internet Explorer
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Unhide All Bars
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Add MSN.com or Google.com to Home Page
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Open New Tab set to "Blank Page"
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Instant Search set to Google as default
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Add to Favorites: Colliers Hub USA, Colliers International Apps, OWA
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Add to REMS Favorites and Desktop: [[https://usa.colliershub.com/portal/REMS/Pages/default.aspx]]
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Set Multiple Tabs to Close Automatically when Closing IE Session
Excel
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Enable Add-Ins: Analysis ToolPak, Analysis ToolPak-VBA, Euro Currency Tools, and Solver Add-in
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Enable All Macros
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Office Suite Activation Double-Check
Printer Drivers - Select All Applicable Offices First
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Press "Select" and Choose the Offices 👉
- Seattle
- Bellevue
- Offsite
Check All Seattle Printers That Apply
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SEA Canon IR-6065
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SEA Brok Xerox 7775
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SEA Brok Xerox 7775 PS
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SEA Brok Dell 5330
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SEA Staff Dell 5330
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Phaser 7500DT PS (Local Install)
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SEA Staff Epson WP-4020
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SEA Staff HP 6700 Premium (Front Desk)
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SEA Lanier PS (Schumacher Team)
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Scott Coombs Dell 2330dn
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SEA REMS Dell 2335dn
Check All Bellevue Printers That Apply
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BEL Canon B&W 6055
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BEL Canon Color 5045 PCL
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BEL CanClr 5045 PS (Dept ID = Extension; No PIN)
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BEL HP Color LJ400 PS
⚠️ Contact the Offsite Office for Their Printer Information and Drivers ⚠️
Apps For All
📬 Outlook Profile 📬
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Is User Brokerage Staff?
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Give Owner Permission to Conference Room Calendars
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Give Custom Permission to Puget Sound Vacation Calendar
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Add Calendars to User's Shared Calendar List
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Trust Center - Uncheck "Don't Download Pictures..."
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Add the "Junk Reporting" Add-in from Apps2
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Setup Signature Block
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Add other Inbox Delegations, if applicable
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Open any Archive files
Lync
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Set App to Minimize on Startup
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Manually Download Address Book if User Lookup Not Populated
SCCM
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Run Manual Install Command Line From Apps2
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Wait 5 Minutes, then Verify Configuration Manager in Control Panel
Metroscan
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Install from Apps Directory
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If Metroscan asks for a Password, then Paste a good INI file into user's Metroscan folder
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If Metroscan searches for disks, go to Preferences and manually add the disks in
Optional Setups
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Citrix User?
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Setup Citrix through Colliers Apps via IE
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Lotus Notes?
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Start Install from Apps2
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Default Folders - C:\Notes -and- C:\Notes\Data
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Disable: Domino Enterprise..., Client Single..., Migration Tools
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Uncheck the box so Lotus Notes is NOT the default e-mail account
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Blackberry Smartphone?
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Install/Update Blackberry Desktop Software
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iOS Device(s)?
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Update/Install iTunes
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Set View to Show Sidebar Menu
User Specific Apps
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Choose the user type...
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Argus Install - Map Q:\ Drive as follows: \\Sea-fs02\Apps
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Argus Install - From Q:\, Install Argus software from "Argus 15" folder
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Install ProCalc from Apps2
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Adobe Acrobat/CS - Install
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Adobe Acrobat/CS - Update Access Database
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Install & Setup User's CRM Software and Database access
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Do they use Argus for their Broker?
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Argus Install - Map Q:\ Drive as follows: \\Sea-fs02\Apps
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Argus Install - From Q:\, Install Argus software from "Argus 15" folder
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Map R:\ Drive as follows: \\Sea-fs02\Data\Data\ExpenseDB
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From R:\, Copy latest version of the Expense Database to Desktop
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Install & Setup FileZilla from Apps2
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CBA Legal Library Add-In
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Graphic Station - admin and remote access privileges
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Graphic Station - connect via MSTSC and save shortcut to Desktop
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Adobe Acrobat/CS - Install
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Adobe Acrobat/CS - Update Access Database
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Install & Setup Broker's CRM Software and Database access - if applicable
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Install Google Earth Pro - if applicable
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Adobe Acrobat/CS - Install
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Adobe Acrobat/CS - Update Access Database
Finalize
Final Updates
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Update Adobe Products - if applicable
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Windows Updates - 3 of 3
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Clear NAP Agent & SMS Agent DCOMs
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Double Check Windows & Office License Activations
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Move CoStar Certificate
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AD - Move system to Seattle/Bellevue OU, and Reboot
Direct Access
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Desktop, Laptop, or Surface?
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AD - if offsite, add system to Direct Access group (REMS)
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Check Firewall settings to allow Private & Public networks
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Verify Wireless Connectivity
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Verify Direct Access Connectivity - Colliers-Guest & mainboardroom
Profile & File Transfer
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Copy User's current C:\ Profile Data to Ext HDD
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Transfer User's Profile Data to New System
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System Tray - always show Lync/Direct Access & CRM Sync apps
Processes Not Covered
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Make note of any processes not covered in this audit into the field below:
Old System
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Deactivate Adobe Products
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Remove from AD
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Update Access database
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Full Format HDD
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Reimage it or Recycle it
Review & Sign
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Review All Audit Sections
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Job Complete - Type Name Below ⬇️ and Sign Name to the Right ➡️
