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Windows Endpoint Provisioning | centrexIT Knowledge Center
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American Assets Investment Management Windows Endpoint Provisioning

KB00002842
Ernesto Cano Work Instruction 1 min
Publishedv1

Standard Make & Model: Lenovo (model N/A)

Alternate Make & Model: Dell (model N/A)

Default naming schema: AAIM-(SN)

Domain: aaimllc.com

VPN: anyconnect.aaimllc.com

Immy.bot Configuration: Pending Configuration

  • The device joined AAIM’s Domain, aaimllc.com

  • The device has been renamed AAIM-SerialNumber

  • The device has been joined to Intune

  • The user is signed in with Domain Creds

  • Cisco Secure Client installed

  • Cisco Umbrella module configured with OrgInfo.json

  • User’s Office apps, Outlook, Teams, and OneDrive are signed in

  • OneDrive Backup is enabled for Desktop, Documents, and Pictures

  • Default Apps Set: Mail: Outlook, Browser: Chrome, PDF: Adobe Reader

  • Apps and Utilities loaded onto the device: per client WI

  • N-Able Windows Agent Take Control installed and tested

  • Device and drivers have been updated (Windows Update, Lenovo Vantage/System Update)

  • Perform Mic and Camera check with a Teams test call

  • Perform quality checks against the manager’s request and the provisioning Work instruction

  • N-Central Agent

  • Microsoft Office Suite / (Transfer license from old PC)

  • Cisco Secure Client

  • Cisco Umbrella Client

  • Google Chrome - https://www.google.com/chrome/

  • Acrobat DC if requested

  • Create “localuser” account with the credentials within 1Password.

  • Rename device

  • Setup the VPN and connect with admin creds

  • Navigate to Control panel>Search for Domain

Description

Description

  • Rename the Device, and add it to aaimllc.com Domain with the Domain Admin credentials

Description

  • Restart the device

  • Activate the AAIM VPN

Description

  • Switch user accounts

Description

  • Sign in with their domain credentials.

Description

  • Once you are signed into the user account, launch task manager as admin

  • Switch to the signed-in user’s tab, right-click on localuser, and select Sign off.

Description

  • You can now launch the VPN and sign in with the user’s credentials

  • Sign in to the VPN before attempting Microsoft 365 app sign-ins.

  • Sign in to Outlook, pin it to the taskbar

Description

  • Set up Teams, and perform a test call to ensure the camera and mic work and that no network authentication message pops up during the user’s first meeting.

Description

  • Setup OneDrive from the taskbar shortcut

Description

  • Enable Backup for Desktop, Documents, and Picture Backup within OneDrive

  • Set App defaults within Settings

  • Uninstall bloatware

  • Clean up the taskbar and Start menu bloat

  • Remove Widgets, CoPilot, Shrink the Search menu

  • Pinned apps: File Explorer, Google Chrome, Outlook, Teams

  • Set system sleep times 15-30-30-1Hr.