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Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009
Agent Desktop / Laptop Installation Instructions
Version 2/12/2009
NOTE: There are several steps in these procedures where the machine can be corrupted,
which will cause significant impact and delay to the install of the machine. Follow these
instructions very carefully.
The following pages are to be followed by State Farm approved Installers or CEs
only. Agents and staff do not have security access to perform these steps.
Attempting to follow these steps if you are not a qualified Installer / CE may
result in damage or corruption of the system and additional delays in
replacement or restoring service to your office.
The Reload / Re-image CD / DVD is required only for Reloads. No other
CD / DVD or Floppy Disk is required to complete these procedures.
Agent Desktop / Laptop Installation Instructions
- 1 -
FOR INTERNAL STATE FARM USE ONLY
Contains CONFIDENTIAL information which may not be used without express written authorization.
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Summary of Contents for HP Agent-Desktop-Laptop Computer
- Page 1 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Agent Desktop / Laptop Installation Instructions Version 2/12/2009 NOTE: There are several steps in these procedures where the machine can be corrupted, which will cause significant impact and delay to the install of the machine. Follow these instructions very carefully.
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Page 2: Summary Of Changes
Updated the Agency Support Hotline (Second Level Support) name to their new area name, Agency Technology Support • 10/30/2007 Added hardware listings to SIU for Kodak i210 and HP 7780 MFD • 1/03/08 Emphasized the need to shut down the computer in Section 3 - Part 2 - Step 16 “Tailoring and Catch-up,”... - Page 3 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Version 1/12/09 In Section 3, part 1 “Workstation Installation” (Customization) • Under step #2 “Enter Machine Name (If this is a replacement system, use the WAWxxxxx name from the machine you are replacing).” Updated this step to “Enter new workstation name from label provided with the new laptop/desktop.”...
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Page 4: Table Of Contents
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Section: Data Backup Process Hardware Setup (New / Break-Fix / Move) Workstation Installation Part 1 (Customization) Workstation Installation Part 2 (Tailoring and Catch-Up) Peripheral Installation / Move (Self-Install Utility) Office Verification (Agent/Staff Logon) AS / TS Installers Guide to Map Network Drive Appendix A... -
Page 5: Section 1 - Data Backup Process
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Section 1 - Data Backup Process These steps must be performed prior to replacing or reloading a workstation, unless the system is unable to be powered on or properly booted and logged into. This section may be skipped if you are performing an Agent Office Reassignment or Peripheral Move. - Page 6 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 16. Click on the NEW FOLDER and press “F2” to rename it 17. Change the name to PSGWIN and press “Enter” 18. The RELOADBACKUP folder should now contain four folders named: Desktop, Favorites, Quicken, and PSGWIN.
- Page 7 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Step 4: Backup Favorites 1. In the H:\RELOADBACKUP folder, open the folder Favorites folder 2. Click on the window with the users’ alias\ (desktop) folder open 3. Click the “Back arrow” button at the top of the window 4.
- Page 8 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 If Quicken is not located in My Documents (i.e. Program Files\Quicken), go to “File” and choose “Backup.” Verify that the correct file is listed in the “File To Back Up” section. Click on the “Browse” button in the “Back Up Location” section and browse to the H: drive and then the ReloadBackup\Quicken folder.
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Page 9: Section 2 - Hardware Setup (New And Replacements)
These models of workstations should be placed on the desk, and on the floor only as a last resort. NOTE: - The HP Compaq DC7700 is the only model that uses the DVI / VGA adapter, which must be installed so the monitor connects to the expansion card and not the onboard video. - Page 10 2. Connect the monitor using the video port. NOTE: The HP Compaq DC7700 uses a DVI / VGA adapter, which must be installed so the monitor connects to the expansion card and not the onboard video. 3. Connect the keyboard, mouse, and headphones to the proper ports on the back of the system. These ports are color-coded.
- Page 11 Note: You will need to install the new Kensington cable prior to placing the docking station on the desk. You must use the new cable, because it is designed to fit into the new HP Docking Station. Secure the new cable in the same location as the old Kensington cable.
- Page 12 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 4. Remove the three (3) screws from the panel on the bottom, right, of the docking station as shown: Remove these screws 5. Insert the security cable key into the cable lock and align the T-bar on the cable head with the two round projections on each side of the T-bar, so these align with the slot in the docking station.
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Page 13: Section 3 - Part 1: Workstation Installation (Customization)
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Section 3 – Part 1: Workstation Installation (Customization) ** STOP - Please read the next steps completely before proceeding. Failure to follow correctly may cause significant delays in the successful installation of the machine. ** Note: Using steps in this section, you can install multiple computers simultaneously. - Page 14 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 • If the machine fails to sync, you may get the following screen: • Check the date and time for accuracy. If correct, click “Yes.” If incorrect, click “No,” and adjust the date and time in the BIOS.
- Page 15 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 • There are some possible error messages that may occur during this step: 1. The Security on this machine has not been set correctly.” (Click “OK”) 2. “Would you like to attempt to reapply workstation security”? (Click “Yes”) This will be allowed three times before Message 3 is displayed.
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Page 16: Workstation Installation Part 2 (Tailoring And Catch-Up)
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Section 3 - Part 2: Tailoring and Catch-Up 1. When the computer returns to the Ctrl-Alt-Delete login screen, you will need to change the domain by following these steps: •... - Page 17 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 14. Click on “Start,” “Run,” and Type \\server name\CCUTILS\BKDirRename.BAK and then click OK. • Enter the old computer when prompted, then click “Submit” • The box will close when completed successfully. •...
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Page 18: Section 4 - Peripheral Installation / Move Self Install Utility (Siu)
SIU is not needed for the following “plug and play” devices: • ePad / Signature Pad (select offices only) • The HP 618 & M307 and Fuji A205 digital cameras are ‘plug and play’. ** If questions exist about installing other hardware or software, contact Agency Technology Support (877-766-6371, Option 2, Option 3, Option 3).**... -
Page 19: Section 5 - Office Verification (Agent/Staff Logon)
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Section 5 - Office Verification (Agent/Staff Logon) Upon completion of these steps, all agents and staff members should be able to logon to their workstations and access their H, W, and S Drives. For recently appointed offices, the users may receive “access denied errors.” These errors should go away within 24 hours of activation. - Page 20 Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Setting Beginning of Day (BOD) Printer — It is recommended to set BOD to print to the LJ2430 • Have staff members go into their ECHO environment to the Main Table of Contents. •...
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Page 21: Section 6 - As / Ts Installers Guide To Map Network Drive
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Section 6 – AS / TS Installers Guide to Map Network Drive • Use an AI / AE userid built in the STATEFARM Domain. • Your AI / AE userid password must be 14 characters long. •... -
Page 22: Appendix A: Agent Reassignment (Agent Moves)
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 Appendix A: Agent Reassignment (Agent Moves) NOTE: The following agent reassignment procedures are to be used when the agent code has changed. 1. Press Ctrl-Alt-Delete and then click “OK” on the next screen that appears. 2. -
Page 23: Agent Drop Sheet - Leave With Agent
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009 While we make every effort to ensure that the new machine has been brought back up to full operating status, we ask that you perform the following steps for all machines in your office. For workstation replacements: If a “Restore” window appears, please allow up to 10 minutes for restore to complete.
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