Summary:
Section titled “Summary:”Offboarding/Termination procedures for Forte Biosciences employee.
Who is this KB written for?:
Section titled “Who is this KB written for?:”-
Service Delivery
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Customer Satisfaction
When should this KB be referenced?:
Section titled “When should this KB be referenced?:”When Offboarding/Termination Form is submitted
Section titled “When Offboarding/Termination Form is submitted”Completion Criteria:
Section titled “Completion Criteria:”-
Terminated user’s:
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M365 Sign-In blocked
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M365 password reset
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Record of previous M365 Groups placed in public notes
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Mailbox converted to shared mailbox with appropriate permissions granted
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M365 Licenses removed from user’s account
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All terminated user data migrated to shared OneDrive folder
Records:
Section titled “Records:”- Halo Ticket
Requirements:
Section titled “Requirements:”-
Authorization from Client POC using Offboarding/Termination Form
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1Password > Forte - M365 Global Admin (Primary)
Steps:
Section titled “Steps:”- Contact PBA Owners to remove licenses (They can be added to the ticket or a separate email with a screenshot in the ticket for evidence)
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Ref Software CIs
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NOTE: You do not have to keep the ticket open to receive confirmation from the PBA Owners
- Login to M365 Tenant
- Block M365 Sign-in
- Reset M365 Password
- Screenshot or list of currently assigned M365 Groups added to the public notes of the ITSM Request
- Remove all Group memberships
- Remove user from Global Address List
- Set mail forwarding and access based on the request
- Convert mailbox to “Shared Mailbox”
- If backup of local users’ data is checked. Ensure the following folder is created (Screenshot further below for example): Sharepoint > Terminated Users > Documents > [First Last] > Local Data
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IMPORTANT: Verify if Onedrive is enabled and fully synced!
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Move all non-synced data from local computer to location provided above (eg Downloads, Pictures, C:\ and D:)
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https://netorgft3555781.sharepoint.com/sites/TerminatedUsers/SitePages/CollabHome.aspx
- If backup of one-drive data is checked. Ensure the following folder is created (Screenshot further below for example): Sharepoint > Terminated Users > Documents > [First Last] > Onedrive
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IMPORTANT: Verify if Onedrive is enabled and fully synced!
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Use move command via M365 Admin Center to location provided above for Onedrive.
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https://netorgft3555781.sharepoint.com/sites/TerminatedUsers/SitePages/CollabHome.aspx
- Remove all M365 Licenses from the user’s account once data is transferred.