Being a professional, with all of our training and/or experience, means being consistent.
Every time we setup a new user, their experience should be no different than the last user to be setup, or the previous 5 users.
Keeping that consistency across the various hardware, desktop OS, and applications encountered can be extremely difficult at times.
However, there are a number of things we can do to make sure that everything relating to their network profile, Outlook, and desktop appearance on the machine and via the network out of the gate are consistent:
- Create the new User Account in the Add User Wizard
- First Last (We always use FirstLast or First.Last in some cases)
- Note the Email Alias setting: This is their FirstL@ or FLast@ etc. for outside email.
- Setup the user's email account on the ISP if required.
- Setup POP3Connector to pull email if required.
- Create local user as above with password on Vista machines for UAC local Admin priviledges (where domain user not local admin)
- Logon to the user's workstation/laptop.
- Start Word or Excel and setup the user name and initials first.
- In some cases where we start Outlook first, Outlook will not show that little dialogue window! It flashes by, then Outlook gets hung up waiting for input that we can no longer provide.
- Start Outlook and confirm the user's mailbox is correct.
- Verify their connections to Exchange
- Send a test email to technician's test email account (reply via PDA or RWW for two way verification)
- Connect Outlook to the required Public Folders.
- Connect Outlook to any required SharePoint site resources.
- Copy the existing Outlook e-mail autocomplete name list.
- Setup the workstation properties:
- Right click My Computer (XP) Computer (Vista) and Set the user's name into the Computer Description field under the Computer Name tab (Vista under Advanced System Settings)
- Set the proper identifier to the C: drive name: MC-UserName (MC= My Client initials - makes for easier system identification in Explorer)
- Existing workstation/laptop rename and reboot.
- Verify printers - connect to printer shares on Vista x64
- Setup Fax on Vista (Start --> fax --> start a new fax and connect to \\mysbsserver)
- Verify My Documents (Documents on Vista) redirection
- Copy any existing user profile data into the relevant places if required:
- IE: Favourites and an export to OPML for feeds
- Desktop contents
- Verify Internet connectivity and ISA Client Firewall settings (SBS Premium)
- IE default home page: http://companyweb/
- Start Windows Media Player and express setup and verify Internet connectivity
- Clear the Start Menu recent list.
- Configure and verify any required Line of Business Applications.
- Verify the Anti Virus product's functionality with the new profile.
- Run any required OS and Application updates while working on the machine.
- Run GPUpdate /force to verify Group Policy is configured correctly.
- Check the system logs for any anomalies.
- Arrange the desktop icons accordingly (we have a snapshot of each client's out of the box desktop).
- Have any required Acceptable Use Policy papers ready for the user to sign.
- Meet and training (in person or via remote).
However, the most important element to this list from the client's perspective:
- User's hard drive name is their name for quick identification.
- Network Neighborhood shows the user name properly under the Description field.
- User's first time experience is the same as any other user.
- Their local, Outlook, and Start Menu (Vista) names are correct.
- All profile requirements are there and no post install support phone call is required.
This setup list reflects our current SBS OS: 2003. We will create a new one that better reflects the admin`s experiences setting users up on SBS 08 when the time comes for the Beta to go public.
UPDATE 2008-10-21: Added the Outlook E-mail Autocomplete Names copy to the new workstation.
Microsoft Small Business Specialists
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