• This can be done via an extensive physical or electronic survey to the user.
• It is important to let the user know that whatever is not on this survey, will not be on their new machine. Any information missed will be difficult or impossible to obtain.

• Create complete compressed image in file format if possible (use Acronis over Norton Ghost for ease of use and more options)
• Save file as “Old <user> Computer Backup” where <user> is the user or computers name

• This can possibly be done inclusively in the prior step if saved to alternate media
• Otherwise save it to another hard drive, network drives, burnable media, etc
• This separate media backup is meant for temporary measures; Once the full upgrade has commenced, the backup can be stored in compressed form on the new HDD

• Dependant on which computer was being used and for what purposes, backup those that have any data that could be bad to lose
• Student and new computers may not need backup

• Install Firefox on the old / original computer and allow the install to import settings from an existing browser environment
• Use MozBackup program to backup all various Mozilla settings

• Install Thunderbird on the old / original computer and allow the install to import settings from an existing email environment
• Use MozBackup program to backup all various Mozilla settings

• Some older machines require this. Basically any bootable hard disk formatter will do.

• Note: only bootable install/repair CDs will do the job
• Note: to boot to the CD, you may have to alter the BIOS boot sequence

• See below webpages
  • http://www.windowsreinstall.com/
  • http://www.windowsreinstall.com/winxppro/installxpcdoldhdd/indexfullpage.htm
• Workgroup: Workgroup
• IMPORTANT: When entering the Name: and Computer Name: fields, DO NOT enter the users UMBC login name / email; It will extremely complicate matters later
• Name: student, Nick, Vicki
• Computer Name: use suggested, whatever (this gets changed by Novell later)
• Administrator password set to:
• In network options
  • turn OFF QOS Packet Scheduler
  • turn ON client for MS Netoworks, File & Printer Sharing, Internet Protocol
• In ‘Who will use this computer?’
  • Your name: <user> umbc username of primary user Ex: nyeates1, mcardona, gradstudent

• Located at http://my.umbc.edu/
  • Under the ‘Business Services’ tab
• IMPORTANT: install the following IN ORDER
• EPOAgent
• McCaffee 8 Installer

• To run full disk scan weekly on Fridays at 12:00pm (lunchtime)

• Win XP SP2
• http://windowsupdate.microsoft.com to scan for all needed updates
• Turn on automatic updates

• If the computer is permanently behind the UMBC internal network
• Control Panel > Windows Firewall > Off
• Control Panel > Security Center > Change the way security center alerts me >
  • turn ON Automatic Update, Virus Protection
  • turn OFF Firewall

• Icon on desktop

• Backup registry
• Update
• Immunize
• Scan
• Clean

• Occasionally run spybot to check for stuff
• Turn on advanced mode > go to Settings tab > Scheduler
  • make a new schedule, edit it to set timing

• Icon on desktop

• Update
• Scan
• Clean

• See the OIT supplied AD adding instructions, obtained via the DIT group or OIT OR
• Contact helpdesk to request an AD add (takes longer)

• Username: <umbc login>
• Password: <accompanying password>

apply this to all users

• Right click desktop > properties > Desktop tab > customize desktop
  • turn ON My Docs, My Computer, My Network Places
  • turn OFF Desktop cleanup wizard
• Right click desktop > Arrange Icons By
  • turn OFF Auto Arrange

• Right click My Computer > properties > Hardware tab > Device Manager button
  • If you see a yellow exclamation ! This is bad, attempt to discover what hardware device this is and install drivers
• Right click My Computer > properties > Advanced tab > Performance button > Advanced tab > Virtual memory Change button
  • Custom size:
  • Initial size (MB): 2 x the amount of RAM in system
  • Maximum size (MB): 4 x the amount of RAM in system (provided there is diskspace)
• Right click My Computer > properties > Remote tab
  • turn ON Remote Assistance
  • turn OFF Remote Desktop
• Right click My Computer > properties > System Restore tab
  • turn OFF System Restore on all drives

• Right click desktop > properties > Appearance tab > Effects… button
  • turn ON Use smooth edges, Hide underlines until ALT
  • turn OFF everything else

• Remove Microsoft Internet Explorer Icons
• Make My Computer the top left icon

• Right click taskbar > properties
  • turn ON Keep the taskbar on top, group similar, show quick launch, show clock
  • turn OFF auto hide, hide inactive icons
• Right click taskbar
  • turn OFF Lock the Taskbar

• Right click taskbar > properties > Start Menu tab > Customize… button > Advanced tab
  • in Start menu items click:
  • Control Panel ‘Display as a menu’ radio button
• Open Start Menu > Control Panel > Folder Options > View tab
  • turn ON Show Hidden files & folders
  • turn OFF Hide extensions, Hide protected OS files

• Start and set it up
• Make it the default browser
• Create icon on desktop and Quick Launch

• Start and set it up
• Bring in old contacts, emails and settings
• Create icon on desktop and Quick Launch

http://www.umbc.edu/oit/software/pages/Winzip.htm

http://www.umbc.edu/oit/software/pages/TermSSH.htm

http://www.umbc.edu/oit/software/pages/VPNclient.htm

http://www.umbc.edu/oit/software/pages/Calendar.htm

• Custom installation
• Check Word, Excel, Powerpoint, and Access
• Check choose advanced customization of application
• Choose detailed options during setup
  • In addition to what is already selected, Check the following:
  • Access
    • Additional Wizards
    • Database Replication
  • Excel
    • Solver
  • Power Point
    • Design Templates
    • Content Templates
    • Animation Sound Effects
  • Word
    • Help
    • Wizards and Templates
  • Office Shared Features
    • Converters and Filters
    • Office Assistant OFF
    • Themes
    • Visual Basic for Applications
  • Office Tools
    • Equation Editor
    • Microsoft Query

• Software listed on user survey

• Start > All Programs
  • right click anywhere in all programs and select ‘sort the entries by name’

• In Start > Programs > Startup menu
• Run ‘regedt32.exe’
  • In HKLM > SOFTWARE > Microsoft > Windows > Current Version > Run
  • remove unnecessary entries such as:
  • Quicktime
  • ATI drivers
  • winzip
  • MS office startup
  • Adobe acrobat
  • Cisco VPN
• Stop MSN Messenger from running at startup
  • (start the program and go into the applications options to turn it off)

• Start menu > Control Panel > Administrative Tools > Services

• To change how a service acts:
  • right click > Properties
  • Stop button to stop it now
  • Change the Startup type as specified below to alter startup action

• Services set to Disable:
  • Fast user Switching
  • Remote Registry
  • Remote Desktop Help Session Manager
  • WebClient
  • Wireless Zero Configuration (unless you will use a wireless device and connection for connection to the Internet)

• Services set to Manual:
  • Distributed Link Tracking
  • Error Reporting Service

• Start > All Programs > Accessories > System Tools > Disk Defragmenter

• Transfer file to new disk, as long as space on the new system provides for it to fit 30% of current disk space is the most that any backup should take up
• Place the backup file in the root C:\ directory
• Backup file should only be kept for a specified amount of time, dependant on users use and purpose of prior system
  • ex: 6-12 months later, remove large backup file

This instruction is for off-campus users who need access to network drives such as Home(H:) and Dept(I:). (VPN connection is required in order to access mapped network drives from off-campus)

• Open windows explorer (windows key + E)
• Select Tools → Map Network Drive...
• In Map Network Drive windows, select a drive letter to map. (Example: I: or P:)
• Enter folder path. (Example: \\sharedvol.ad.umbc.edu\Dept\Grads, \\peopvol.ad.umbc.edu\people)
• Click Finish
• In login windows, enter ad\username in user text box and enter user’s password in password text box.
• Mapped network drive should appear in My Computer