How to complete a PC or Mac Checklist
How to Fill Out a PC or Mac Checklist
The New PC Checklist is a form of communication used by the OU Help Desk to understand what data and programs are necessary for your job function. This document will explain in detail how to fill out this form if you need assistance. As the owner of the computer, you are the best judge of what stored information is important. The Help Desk provides data and email transfer during a new PC upgrade / installation as a service. Your PC will be formatted during the installation. During the format, the area on your computer that stores your email and data will be erased. We will backup all data that is specified on the Checklist and at the time of the appointment. Please be aware that normal technology processes may fail at any time so you will need to perform your own data backups before your PC is formatted. Your own backup is the best protection against that loss. If you need help performing your own data backups, please contact the Help Desk for assistance. Once the form has been submitted we will then review your checklist to see if there are any questions we may have. Once we confirm the data you specified on the checklist, we will assign a technician to proceed with your installation.
A. Customer Information
- Please fill out the full name, phone number, fax number, email address, building and room number, as well as department of the person who will be receiving the computer upgrade/install. Enter in an account number which can used to pay for the optional licensed software. Please indicate how you log into your computer: using admnet or opennet.
B. Computer Software
In this section, you need to specify which computer software and programs you would like to have installed. On all computers we install the OS that you have specified on the Checklist and then we add Adobe Acrobat Reader, Symantec Antivirus (other Anti-Virus programs will be removed), WinSCP FTP software, Microsoft Office 2010 or 2013(includes Word, Outlook, Publisher, Infopath, Excel, PowerPoint, and Access), Firefox and Internet Explorer 11. If there is other software that you need installed, please mark the checkboxes next to the programs listed. For Banner Icon installation, you need to have both ADMNET and Banner secure access. If you need any of these accounts created, please fill out the appropriate Form. ADMNET account request forms can be found at https://forms.oakland.edu/OU_Forms/UTS/Admnet1.aspx. Banner account request forms are located on https://forms.oakland.edu/ under Banner then the module name. Please be aware that some programs require you to purchase a software license which is required to legally use the software. If there are any programs not listed on the checklist that you would like installed, please make sure that you write these items down and provide the installation disks or media. Also please reference the Desktop Service Level Agreement for more information on supported software as well as supported hardware. Please ensure that any program you wish to have installed outside of our default software is compatible with Windows 7 or Windows 8 or Mac OSX 10.5 and above.
- For Mac Checklists there is a section for you to chose a form of VM (or Virtual Machine) for us to install Windows onto your Mac. The first option is called Boot Camp, a built in utility that is included in the Mac operating system. Boot Camp allows us to install a copy of Windows onto the Mac and you will have the choice of which operating system you would like to use at each start up. Boot Camp allows you to use one operating system or the other, but not both of them at the same time.
- The second option is to purchase VMWare, a software that allows Windows to be installed onto a Mac computer. VMWare allows you to run the Mac operating system and Windows at the same time, with Windows being in its own movable and resizable window on your desktop. With VMWare you are able to have both Mac and Windows OS running at one time giving you flexibility to work in both at any time that you want.
C. Email and Favorite Places/Bookmark Transfer
If you use a desktop email program such as Outlook, your email is being stored on your computer. Please make sure to check the boxes next to the programs that you use so they can be transferred after the installation. You can also have your bookmarks from Firefox or your Favorite Places from Internet Explorer transferred. Check the box next to the appropriate item to have it backed up.
D. Data Files Transfer
The data files section gives you an opportunity to explain where your important data is stored. Please specify the folder locations of data files from your local hard drive that you want us to back up and restore on the new computer. We cannot accept entries such as ALL FILES, C:\ or C:\Program Files. The reason these are problematic is that these entries do not specifically tell us where your data is located. We do not have the server space to copy your whole hard drive, which includes the Windows system files. Instead, a good example would be C:\My Documents, C:\WPDOCS\docs, or any other folders that contain documents or database files. Any files that are not specified will not be restored. Because of this, please ask the Help Desk if you need help determining where your files are located on your hard drive and we would be happy to assist you.
E. Hardware Install
- If you have a scanner, desktop printer, or any other computer peripheral that you want attached to your computer, please specify it. Be specific regarding the manufacturer and model number of the device, as well as how it should connect to the computer. You can find this information in the documentation that came with the device or on the device itself. In addition, please make sure that you have the appropriate software disks or cd-roms that accompanies the device so that it can be installed properly. Palms and other PDAs (personal digital assistants) are not supported due to university purchasing policy.
- Network drives are remote computers or servers that you connect up to for accessing programs and data. You may not be aware that these drives are connected or what computer or server they are coming from. To assist you in determining the location of these network drives, please follow the instructions below.
1. Double click the My Computer icon on your Windows desktop.
2. Look for network drive icon. The icon looks like this: The figure above shows one network drive example that is highlighted, oraclient_user on 'shares (M:)'. If you have network drives on your desktop, they will look similar to this. On the checklist, Theis would be listed on the checklist in the Drive Letter section as M: with the Network Drive Path as \\shares\oraclient_user. For example, you would write:
- Network printers are shared printers that you use the network to print to. These printers are not connected to your desktop. To assist you in determining the location of these network printers, please follow the instructions below.
1. Click on the Start Menu, and then Devices and Printers as shown in the figure.
- 2. Once in the menu, you will see the listing of all printers correctly installed to your computer. Make a note of which printers are networked and which are local, filling in the Network Printer section of the PC Checklist with the names of the network printers so that they may be re-added to your computer. If you are unsure of which printers are local and which are networked you can contact the Help Desk for assistance in looking up which printers are local and which are networked before submitting the form.
- Adding network printers to a Mac follows a different process. In order to add a network printer we will need at the very least the name of the network printer(s) you wish to be added to your Mac, but ideally we would like to have the IP address of the network printers you wish to have installed. If you are able to print out a test page that contains the IP address of the printer you want added it will allow us to add the printers quickly and easily, but this step is not necessary. If you need assistance in printing off a test page or a network information page, you can contact the Help Desk and we can assist you in printing off this information.
The Help Desk will call you if they have any questions regarding your checklist. Your install or upgrade will then be assigned to a technician who will contact you within two weeks to set up an appointment. It is highly recommended that you are present during and after the installation. The installation can take anywhere from 1-3 hours, depending on the computer and the amount of data to transfer. After the technician finishes the installation or upgrade, you are asked to fill out the Post-Computer Checklist form to confirm you are satisfied with the services the Help Desk has provided.