Performed by a network administrator

These steps will add the user into the Windows system so they can sign in on any computer and will configure their icExchange account so they can send and receive email.

1. Sign in to icExchange for mcgilloway-ray
   1. Click Users → Create User
      1. Do NOT select any of the checkboxes (i.e. do not enable Exchange)
      2. Generate a temporary password
         • Require a change at first login
      3. Send password to current manager
   2. Go to Services → Elevate
      1. Open Phone Numbers and view the list of unassigned numbers
         • There should be none
         • Add a new phone number
      2. Open users and view the list of users without Elevate
         1. Select the correct address location
         2. Select the new number
         3. Change extension to be between 800 and 899
      3. Open users and select the new user
         1. Enable SMS service
         2. Set the Caller ID
         3. Voicemail
            1. Turn off email notifications
            2. Turn on transcriptions
      4. Open Devices
         1. Assign to user
         2. Ensure E911 address is set to the correct office
         3. Copy phone settings from another phone
2. Sign into Admin.Cloud.Microsoft
   • Open Users > Active Users > Add a user
     • Use the same password assigned in icExchange
     • Require user to change password
     • Select Microsoft 365 Business Standard
       • Add more licenses by signing into icExchange for MRBKO365
   • Open Teams/Groups > Active Teams/Groups > Security Groups
     • Each user must be added to at least one “*All Employees in ” group
   • Open Teams/Groups > Shared Mailboxes
     • Add user to Company Folders
3. Sign in to the appropriate server
   1. Open Active Directory Users and Computers
      1. Add the user in the Employees container
      2. Set the user’s domain to @mrbkcpa.com
      3. Set the password to the one generated by icExchange
      4. User must change password at next logon
   2. Open the user’s properties
      1. Set the Office field to contain this user’s room number
      2. Set the Telephone Number field to this user’s extension
         • Preceded with a lowercase “X”
4. Configure VPN Access
   1. Open icRouter.Monterey.mrbkcpa.com or icRouter.Salinas.mrbkcpa.com
      • Sign in as an admin user
   2. System → Access → Users → Add
      1. Username: <username>
      2. Password: <admin password>
         • This user will not be able to sign into icRouter with this account until they change their Windows password
      3. Full name: <Full name>
      4. Group: Users
   3. System → Trust → Certificates → Add
      • Method: Create an internal certificate
      • Description: <username>
      • Key Type: RSA-4096
      • Digest algorithm: SHA512
      • Issuer: OpenVPN CA
      • Lifetime: 3970
      • Common Name: <username>
   4. VPN → OpenVPN → Client Export
      1. Export type: File only
      2. Click the cloud next to the user to download their configuration file
   5. Sign into help.mrbkcpa.com and go to icRouter → Upload
      1. Upload the configuration file
5. Adobe license?

Performed by the user

The following items must be performed on the user’s primary computer and on any remote desktop server the user will use. All computers at a location will share this configuration. For example, if this is done on a computer in the Monterey office, all computers in the Monterey office will automatically download the same configuration. However, if the user were to login to a computer in the Salinas office, they would have to configure these settings. With that said, Any other computer in the Salinas office would automatically download their configuration. Even though the remote desktop servers are at a location, they do not automatically download user configurations so they need to be configured once per user.

See Sign Into A New Workstation