Please see the RRN Clients SharePoint for all documentation and templates referenced in the articles.
Onboarding Process
- NMCPW Management will let us know there will be a new user onboarding, their location and position
- The CPW IT Registry can be accessed by this link and using Google Workspace admin credentials in BW
- NMCPW Management will share the new user's onboarding checklist (Google Sheets) with you via your RRN email where you will take care of the IT responsibilities and input your initials
- As you progress through each step, please update the CPW IT Registry accordingly
- Finally, please fill out the CPW onboarding checklist for the new user - this will be printed out and provided to the user
Google Workspace
- Login via Google Workspace admin credentials and create a new user account
- NMCPW Management should provide the new user's personal email account for the account creation instructions to be sent to
Google Email Distribution Lists
- Please add new users to Google Distribution Lists which will be specified in the CPW IT Registry
- If there is a specific distribution list that needs to be set up as a 'separate mailbox', see end of KB for instructions
Zoom Phone
- Login to the Zoom Admin Console and send an invite via email by going to User Management > Add
- Once the user creates their account, you can add them to the Zoom Phone System via Phone System Management > Users & Groups > Add
- Assign an extension and US/CA Unlimited License
- Some users (receptionists and MAs) will need the Power Pack license to participate in office group SMS
- Please assign users to call queues and auto-receptionists per location as needed
- Ensure that the desk phone is connected to the network via ethernet or wi-fi (see directions towards end)
- Add the phone by going to Phone System Management > Phones and Devices > Add and input MAC address and required information
- Assign extension as needed - phone should reprovision and show the user's extension and name
- Optional: Ask for IPV4 address and use provisioning link in Zoom Admin Console, login to phone web GUI and provision from there
Microsoft 365 and Adobe Account
- Only certain users will need a Microsoft 365 or Adobe account
- If needed, please use login credentials within BW to send account creation invites
WestFax - Inbound and Outbound Faxes
- Fax access will be marked in the IT Registry - typically management, reception and MAs
- Login to CPW's WestFax Admin account (cpw-admin@rrnfax.com, see BW)
- Go to Settings > Fax to Email Settings
- For outbound, please add the new user's email address and 'send all feedback'
- For inbound, please add the new user's email address and 'send as PDF'
Computer Setup
The process below will outline a majority of setups and printer drivers required
- Create a local admin account (see BW) and a local user account
- Create a PIN for Windows Hello for each user - update the CPW IT Registry with both password/PIN
- Standard naming convention for each device is CPW-LAP-XX or CPW-TAB-XX - follow next number
- Spares - edit the 'display name' in Ninja on our end to label it as a spare (see CPW IT Registry)
- Complete the setup below as outlined and run Windows updates
If a Microsoft account is required, follow this KB: RRN - New computer Microsoft account requirement
i. Software Installations
- Google Chrome
- Acrobat DC Reader (found in Microsoft Store)
- Zoom Workplace App
- Westfax App (Reception and Manager only)
- Rectangle Health (Reception, MAs and Billing only)
- Ingenico Drivers (Reception and MAs on request only)
a. Rectangle Health Installation
This is how receptionists, MAs and billing staff will collect their payments.
- Please download using the executable within RRN Clients > CPW > New User Onboarding > Rectangle Health ECM folder.
- Once the installation is complete, please go to Google Chrome Settings > Site Settings > Content Pop-up and Redirects and add pmb.rectanglehealth.com to allow
- Navigate to https://pmb.rectanglehealth.com/login/ within Google Chrome, click the 3 dots at the top right > Cast, Save and Share > Install page as app... > Rename to "Practice Management Bridge"
b. Ingenico Drivers
This will be installed only if users will be using a card reader (terminal) attached to their computer.
- Install via this link here: https://insights.ingenico.com/USB_Driver/V3.36
- Install with all defaults and uncheck 'Uninstall Microsoft USBser drivers'
- Once complete, go to Control Panel > Power Options > Change Plan Settings > Change Advanced Power Settings
- Expand USB Settings and change to 'disabled'
ii. Device Settings
- Go to Windows Settings > System > Notifications and turn off any non-work related notifications
- Uncheck the notification settings mentioned in screenshot 3 (see below)
- Import bookmarks using this HTML file or see RRN Clients > CPW: new PC bookmarks.zip
- Uninstall Xbox, Xbox Live, and Solitaire etc. in Apps and Features
- Unpin unneeded items in Start Menu
iii. Printers
1. Albuquerque location
Connect to Canon IR ADV C3525i-10.1.10.225 - Ensure default is set to Black & White printing only
2. Clovis location
Download and install the UFR II print driver for Canon iR ADV 4225 - Ensure default is set to Black & White printing only
https://www.usa.canon.com/support/p/imagerunner-advance-4225
3. Los Lunas location - iR ADV-525
Download and install the UFR II printer driver
https://www.usa.canon.com/support/p/imagerunner-advance-525if-ii#idReference%3Dsoftware-drivers
4. Hobbs Location - iR ADV-4225
Download and install the UFR II printer driver
Gmail - Google Groups and Collaborative Inbox
1. Add member to Group under Directory > Groups > Specified Group > Add Members
- Please note that this may take some time to populate, but there will be a confirmation message that the member has been added once you do.
2. Create a Label in their Gmail account (click the + sign next to Label)
3. Name the label after the group e-mail address (i.e. info@nmcpw.org)
4. In the search bar at the top, type in to:(group e-mail address) and click the 3 lines on the right to populate the next window. Click "Create Filter". Set up the criteria as seen below in the screenshot (skip the inbox, apply the label, and never send it to spam). Click "Create Filter" to save.
Yealink T34W - Establishing a Wi-Fi Connection
1. Press the Menu button in bottom right
2. Use the navigation arrow and OK buttons to select 'Basic'
3. Scroll down to 'Wi-Fi' option using the navigation keys and press OK
4. Toggle Wi-Fi to ON using the right navigation key
5. Press the down navigation key to scan for networks
6. Scroll down to the 'Available Networks' option using the navigation keys and press OK.
7. Select the desired Wi-Fi network using the navigation and OK keys
8. Follow the prompts to enter any required password, then press the 'Save' button in bottom right
- It may be easier to toggle 'enabled' for view password
- The number '0' when in 'ABC' mode will input a space, need to switch to '123' mode
- The * key can be used for punctuations and characters
Old Information:
Important: If setting up a new Surface Pro, Cylance doesn't work. Instead, you need to install Datto\Infocyte for Microsoft Defender. Make sure Infocyte is uninstalled, disabled the scheduled automation in Ninja, and run this in powershell as admin:
[System.Net.ServicePointManager]::SecurityProtocol = [Enum]::ToObject([System.Net.SecurityProtocolType], 3072); (new-object Net.WebClient).DownloadString("https://raw.githubusercontent.com/Infocyte/PowershellTools/master/AgentDeployment/install_huntagent.ps1") | iex; installagent sgidefmdrredroadnet 6u9jw8mv9c
