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Work Instructions

924 articles

Work Instructions are detailed, tool-specific guides that walk a technician through exactly how to perform a task in a particular system or interface.

Document Template
  1. Tool / System Context
  2. Numbered Steps with Screenshots
  3. Verification Checks
  4. Related Procedures
Quality First Awards Articles that best exemplify our values and standards
User Creation and Onboarding
Comprehensive onboarding checklist with licensing, group assignments, and anti-phishing setup across multiple admin portals. Cory Walton KB00002295
MFA
Clear MFA enrollment walkthrough with structured sub-steps, visual guidance, and cross-references to Microsoft docs. Marshall Carr KB00002765
Laptop Provisioning
Well-organized provisioning checklist covering enrollment, software installs, and user profile configuration. Heather Hernandez KB00002491

Articles

Anti-Spam

Oracle Cloud Troubleshooting Cory Walton KB00001404 Possible Scam Matt Wallace KB00002976

Application & System Runbooks

Accessing Shared P81 Account Josh Hohbein KB00048486 Add a Printer via Sdhs-Prs-1 Ryan Moore KB00023464 Add Desk Phones to Zoom or Add User to Zoom Desk Phone Heather Hernandez KB00059073 Adobe Timothy Zarza KB00001700 Adobe Marshall Carr KB00055000 Adobe Acrobat Pro Cory Walton KB00001913 Adobe Issue Jonathan Christensen KB00052185 Adobe Sign & Acrobat Configuration Cory Walton KB00007154 ADP Marshall Carr KB00039611 Allow Teams on Personal Device Marshall Carr KB00045211 Amazon Business Marshall Carr KB00051853 Ambir Scanner Marshall Carr KB00009267 Ambra X-Ray Transfer Issues Blake Means KB00022645 Anchor/Cloudsync Support and SSL Renewal Info Bryan Bognot KB00000807 AnyConnect VPN Profile Shawn Lindell KB00001173 Auto-Discover Fix Script (Wedgewood Version) Heather Hernandez KB00000716 Autodesk Autocad License Error Ernesto Cano KB00000849 Autodesk Updates Ernesto Cano KB00039729 Autoforms Excel Bundles Process Cory Walton KB00041640 Automation Localuser Creation Bryan Bognot KB00003045 Avatax Install, and Configuration Heather Hernandez KB00002759 AVISTA MFA Setup Heather Hernandez KB00034301 Barracuda Email Archiver Heather Hernandez KB00056808 Bbj - Access and Account Creation Cory Walton KB00001932 Bbj - Modify Existing Account Cory Walton KB00001990 Bbj - Print Failure Clearing Print Queue Cory Walton KB00001784 BBJ Account or Operator Code Requests Cory Walton KB00014925 BBJ Bundle Process Cory Walton KB00001227 BBJ Install Cory Walton KB00001795 Bio-VPN Setup/Troubleshooting Heather Hernandez KB00063147 Bitlocker Recovery Instructions Cory Walton KB00002403 Bitlocker Recovery Keys Heather Hernandez KB00050975 Bloomberg BNA Tax Planner Installs Cory Walton KB00036295 Bluebeam Install Francisco Benitez KB00002991 Bluebeam Install Requests Cory Walton KB00001907 Bluebeam Obtain Version & Serial Number Cory Walton KB00010332 Bluebeam Submit Support Ticket Cory Walton KB00010328 Bluebeam Troubleshooting Cory Walton KB00010324 BNA Tax Planner Update Francisco Benitez KB00002973 CCH - Prosystems FX Tax Update Cory Walton KB00000667 CCH Axcess - Adobe Plugin Issue Cory Walton KB00059362 CCH Axcess Password Reset Meredith Seidman KB00000658 CCH Fixed Assests Server Update Francisco Benitez KB00037899 CCH Fixed Assests Workstation Setup Francisco Benitez KB00037901 CCH ProSystem Fx Pdflyer Host Updates Cory Walton KB00031965 CCH ProSystem Fx Tax Password Reset Cory Walton KB00001060 CCH Session Reset Meredith Seidman KB00001813 CFS Tax New Version Installs Cory Walton KB00033116 Checking Flows for Failures/Deactivation Shawn Lindell KB00043644 Childplus Authentication and Support Francisco Benitez KB00000925 Childplus Installation Francisco Benitez KB00001546 CJP Calendaring Training Meredith Seidman KB00001573 Cognos General Guide Cory Walton KB00001561 Configure MAC OSX for Compatibility in N-Central Bryan Bognot KB00001339 Configure Veeam Backup for Microsoft Office 365 Bryan Bognot KB00001132 CPS/Athena Unable to Launch Shawn Lindell KB00014738 Create a Work Instruction Kellee Blair KB00015924 Creating a User in NAV Shawn Lindell KB00043061 Critical Pbas Shawn Lindell KB00011938 Crowdstrike Lockout/Scan Heather Hernandez KB00052377 Data Central/Restaurant Magic Installation Heather Hernandez KB00000722 Docker - macOS - How to Install Docker Cory Walton KB00064524 Docker - Windows - How to Install Docker Cory Walton KB00064527 Docstar: Version Updates Francisco Benitez KB00000146 Domain/Okta Password Reset Marshall Carr KB00052229 Downloading Security Clips Marshall Carr KB00040107 DUIP Workshop User Access and Program Set-Up Meredith Seidman KB00000820 Duo Mobile and Duo Token Setup Francisco Benitez KB00053242 E-Ship Comm Label Printer Connection Set-Up Ernesto Cano KB00000676 Easy Badge Software for HR Marshall Carr KB00039599 Egnyte Installation and User Creation Shawn Lindell KB00061647 Elevate Desktop App Ernesto Cano KB00053616 Email Gateway Jesus Gastelum KB00002997 ESubmitter Heather Hernandez KB00000814 EVP Office Update Instructions Cory Walton KB00030498 Exclude User From Geofence Policy for Country Block, Vacation Mode in CIPP Cory Walton KB00040133 F Street - Mail Meter System Network Information Cory Walton KB00002515 F Street - NEOPOST IN300 Mail Meter Cory Walton KB00002518 Fax Service - Concord EFAX Service Jose Toro KB00000841 Fax to Email Cory Walton KB00001281 Filemaker Heather Hernandez KB00003791 Filemaker Pro Installs & Support Cory Walton KB00002935 Firewall Inbound Ports Access List for Remote Sites Heather Hernandez KB00017818 Fix Acrobat Locking up When Opening Multiple Files Shawn Lindell KB00051105 Flatten Tool Install Francisco Benitez KB00039803 FortiClient VPN Setup Ernesto Cano KB00000990 Gearmage Cory Walton KB00001967 Git - macOS - How to Install Git Cory Walton KB00064521 Git - Windows - How to Install Git Cory Walton KB00064575 Godaddy Access Cory Walton KB00003684 Google Workspace Configuration Overview Jomer Magtoto KB00003568 Granting Access to FSA Camera System(s) (Synology) Chase Danker KB00032996 Granting Permissions to Shared Folders Cory Walton KB00052617 Graphpad Software Information Shawn Lindell KB00011437 Great Plains/MS Dynamics Install Request Cory Walton KB00015003 Harmony SASE Perimeter 81 User Set up WI. Francisco Benitez KB00053404 How to Add a Dymo Label Printer Ted Thompson KB00001647 How to Clear Cache and Remove Check in Prompt Cory Walton KB00003179 How to Clear the Print Queue Meredith Seidman KB00001819 How to Connect to the VPN Meredith Seidman KB00000823 How to Create a Work Instruction Brittany Sawyer KB00012316 How to Find Employee Manager Cory Walton KB00002943 How to Install Paper Cut Marshall Carr KB00041708 How to Install Tustin VPN Shawn Lindell KB00003964 How to Map Network Solutions Email Francisco Benitez KB00001454 How to Reset Password Using SSPR Ted Thompson KB00001650 How to Reset SAMBA Password for User Cory Walton KB00064216 How to Restore a File or Folder Cory Walton KB00001810 How to Run a System Rebuild in CCH ProSystem Fx Tax Cory Walton KB00001151 How to Run Delta Sync on ADVM-AAD Cory Walton KB00003642 How to Search the Global Address Book on Sharp Printers Francisco Benitez KB00001528 How to Set or Change a DUIPW Password Francisco Benitez KB00001688 How to Set the Caller ID Policy in Teams Marshall Carr KB00061437 How to Set up Branding in PaperCut Marshall Carr KB00053156 How to Set up Call Forwarding in Ringcentral Cory Walton KB00004112 How to Setup Your NAMG Email on Your iPhone Marshall Carr KB00010153 How to Setup Your Scott P. Leary Email on Your iPhone Ernesto Cano KB00010159 How to Trace a Call From CUCM Meredith Seidman KB00001585 How to: Renew FortiGate License Ernesto Cano KB00022131 Info - Quickbook Vendor Support Cory Walton KB00001878 Install Carbon Black Jesus Gastelum KB00003011 Install Printer in Chula Vista Room 1391 (Copy Room) Location Francisco Benitez KB00001520 Installing Azure VPN Client and Accessing RDS for Billquick Application Heather Hernandez KB00001222 Installing DUIP Front Printer at Chula Vista Location Francisco Benitez KB00001523 Installing Office or Other Apps Shawn Lindell KB00064743 Installing QCDB for Users Shawn Lindell KB00011942 Intune Enrollment Troubleshooting Marshall Carr KB00027634 ISP Last Mile Provider Information Marshall Carr KB00000682 ISP Outages for OSI Shawn Lindell KB00014602 Jjcafe Set-Up Process Francisco Benitez KB00002112 Jonas Cloud - Mail Configuration Cory Walton KB00002244 Jonas Cloud - Reset Account Password Cory Walton KB00002241 Jonas Cloud File Transfer via OneDrive Cory Walton KB00002222 Jonas Cloud Installing Windows App Cory Walton KB00002219 Jonas Cloud Unable to Print Cory Walton KB00002324 Jonas Cloud Vendor Support Cory Walton KB00002341 Jonas Enterprise - Field Time Error or Issue Cory Walton KB00001959 Jonas Enterprise - Troubleshooting Server Connectivity or Errors Cory Walton KB00001870 Jonas Enterprise Server Host (Contegix) Cory Walton KB00002101 Jonas ERM/Enterprise Install Cory Walton KB00001953 Jonas Setup Not Working Jonathan Christensen KB00008175 Jumpcloud - G-Suite Integration Damon Marjanovich KB00059637 Jumpcloud - M365 Integration Damon Marjanovich KB00059620 Lacerte Install Francisco Benitez KB00039451 Lacerte Troubleshooting Alex Paul KB00062166 Legacy Wis Cory Walton KB00002697 Librechat User Guide Sean Ernst KB00058957 LOA Heather Hernandez KB00038493 Lockstep / P21 Invoice Sync Manual Process Francisco Benitez KB00003544 LTE Failover Info - All Sites - Verizon Francisco Benitez KB00003068 M365 Backups Shawn Lindell KB00061787 MAC Jumpcloud Installer Francisco Benitez KB00002367 macOS Install and Setup Instructions Cory Walton KB00064671 MAIA Pbas Shawn Lindell KB00042781 Mapped Drives Cheatsheet Marshall Carr KB00042334 MDM Enrollment for Agency Devices Heather Hernandez KB00052935 Meraki Layer 7 Geo-IP Based Firewalling Cory Walton KB00025385 MFT - Reference Guide & WI Repository Cory Walton KB00001925 Microix Timeclock Sync Guide Francisco Benitez KB00001374 Millennium Install & RDP Shortcut Setup Cory Walton KB00002663 Mindtouch Login Christina Tarpey KB00003308 Mitel: Shortel Connect Install Francisco Benitez KB00000424 Mitel/Shoretel: Reset Users Client Password Mike Hicks KB00000430 Mobile Device Return/Refresh Heather Hernandez KB00053352 Modifying Onboarding & Offboarding Automated Workflows Cory Walton KB00044893 MS Authentication Issue Heather Hernandez KB00062444 My Computer Excel Issue Michael Nelson KB00023505 Navision Issues Heather Hernandez KB00002732 Ncentral Update Bryan Bognot KB00007172 Network Drive Mapping Table Heather Hernandez KB00001189 Nextlevel Voice Mobile Softphone for Android Marshall Carr KB00001896 Nextlevel Voice Mobile Softphone for Apple iOS Marshall Carr KB00001893 Nextlevel Webphone Guide Marshall Carr KB00001882 Notes for Phone System Cisco Unified CM Admin Meredith Seidman KB00001576 Numbercruncher Updates Cory Walton KB00046921 Oakland Scanner Vendor Cory Walton KB00002288 OnBase Outlook Add-on Cory Walton KB00009080 OnBase- Unity Client Upgrades - (Hyland) Cory Walton KB00056286 OnBase: Install and Configuration Jose Toro KB00000435 OnBase/Unity/Hyland Install Requests Cory Walton KB00001901 OpenVPN Admin Console Shawn Lindell KB00045768 OpenVPN Client Installation Shawn Lindell KB00043267 Oracle Client Install Cory Walton KB00003748 Outage Issues - When to Contact Advantage Telecom Heather Hernandez KB00012369 P21 - Epicore Prophet 21 - PBA Francisco Benitez KB00000888 P21 Install and Upgrade Francisco Benitez KB00001723 P21 Month End Data Base Restore Francisco Benitez KB00000421 P21 SQL Server Reporting Services - Pcd.xls Report and Others Francisco Benitez KB00000891 P21: AD Integration Francisco Benitez KB00002264 P21: Upload Database to Epicor Francisco Benitez KB00000144 P21: User Account Setup Francisco Benitez KB00002566 Paycor Heather Hernandez KB00003754 PBA Info, POCs, & Licensing Cory Walton KB00002137 Pbas Shawn Lindell KB00041427 Pbas Shawn Lindell KB00051163 Pbas Shawn Lindell KB00060976 Pbas - Capricor Therapeutics Inc Shawn Lindell KB00054240 Pbas Cirsium Bio Shawn Lindell KB00066547 PC Setup Ernesto Cano KB00027989 POS Support - CBS / Northstar Heather Hernandez KB00000931 PPC Update WI Francisco Benitez KB00002689 Print Relay Information Cory Walton KB00001956 Printer Install WI Marshall Carr KB00044336 Priority Setting for All Incident Tickets Christina Tarpey KB00002887 Pro System Engagement Will Not Open Properly Cory Walton KB00003956 Prometheus Labs Ticket Categories Heather Hernandez KB00033520 Prophix Analyzer Excel Add-on Cory Walton KB00003806 ProSystem FX Pdflyer PDF Flyer Installation Cory Walton KB00021364 ProSystem Fx Tax - GPWAPPS2, SH2, SH5, SH6, SHTEST Jordan Smith KB00000960 ProSystem Practice Management - Jgd-Pm Francisco Benitez KB00001293 Provisioning New Laptop Marshall Carr KB00049267 QCBD Fix Heather Hernandez KB00003200 QCBD Premier - Support & Client Install Info Heather Hernandez KB00000919 QuickBooks Updates and New Version Installs Cory Walton KB00031067 QuickBooks VM for JGD Clients CHESTMED & Corpdirectorsforum Francisco Benitez KB00000591 Raleway Font Install Ernesto Cano KB00053870 RDS Self-Signed Certificate Renewal Ethan Tverdy KB00039166 RDS Set-Up Meredith Seidman KB00000719 RDS/RDP Desktop Links Cory Walton KB00044038 Remote Access VPN Setup (AnyConnect) Francisco Benitez KB00008128 Removing and Adding Profiles to Mobile Outlook Francisco Benitez KB00000009 Requesting Guest Access to MS Teams Cory Walton KB00003892 Reset Voicemail PIN Francisco Benitez KB00000727 Restore File in CCH ProSystem Fx Tax Cory Walton KB00000664 Review CSAT Scorecard Christina Tarpey KB00002962 Ring Central - Block Number Globally for Scam/Phishing Calls and Texts Cory Walton KB00019038 Ringcentral Password Reset Instructions Cory Walton KB00004139 Rust - macOS - How to Install Rust Cory Walton KB00064515 Rust - Windows - How to Install Rust Cory Walton KB00064518 Ryan Young AnyConnect SSL Renewal Ernesto Cano KB00001084 Salesforce Access Request Cory Walton KB00015088 Scan Multiple Document With Sharp Printers Francisco Benitez KB00000730 Scan to Email Francisco Benitez KB00002714 Scan to Folder Marshall Carr KB00001198 Scanner & Paperstream Setup Instruction Cory Walton KB00057670 Schedule a Quarterly VCIO Meeting Grant Page KB00003824 Secure Print - PaperCut Marshall Carr KB00031713 Security Camera Access Meredith Seidman KB00001377 Service Delivery Roles and Responsibilities Matrix (RACI- Responsible, Accountable, Consulted, and Informed) Cory Walton KB00059560 Setting up Meraki Integration With Adlumin Josh Hohbein KB00045379 Setting up Phones in DEP Francisco Benitez KB00000054 Setup Apple Business Manager With Intune Bryan Bognot KB00025667 Setup Okta Verify With QR Code Ernesto Cano KB00046533 Setup OTP for Websites Bryan Bognot KB00003052 SharePoint Online/Intranet Cory Walton KB00001746 Sharesafe Plug-in Cory Walton KB00000661 Sharevault Overview Cory Walton KB00043145 Shortel / Mitel Phone System Issues Should Be Routed to Ed Marsh! Francisco Benitez KB00000874 Signature Pad Software Installation Francisco Benitez KB00001543 Signature Pad Software Installation Francisco Benitez KB00002955 Solidworks - Installer Blank Screen Chase Danker KB00032705 Sophos - MAC Install Instructions Cory Walton KB00002275 Sophos / AV Central Platform Configuration Overview Jomer Magtoto KB00003571 Sureprep Installation Cory Walton KB00008938 Symantec Uninstall Bryan Bognot KB00053428 Tablet Provisioning Heather Hernandez KB00052931 Tax Interest Update Cory Walton KB00003131 Telephony (Phones/Voice) / Ring Central Cory Walton KB00001449 Textpad 8 Install Requests Cory Walton KB00012426 Topaz Gem Sign Plus Adobe Acrobat Plug-in Francisco Benitez KB00002958 Touch Base Call Cory Walton KB00001864 Tp-Link Deco Wireless Mesh Jomer Magtoto KB00003565 Training Room Start up Procedure Francisco Benitez KB00061902 Trouble Launching FirstLogic Suite on Virtual Machine(11/8 9am) Cory Walton KB00001262 Troubleshooting Network Issues for Residents at Seniors on Broadway Francisco Benitez KB00001540 Troubleshooting PaperCut Marshall Carr KB00049308 Troubleshooting POS Kinson Liu KB00003077 Troubleshooting Unifi Manager Marshall Carr KB00032342 Troubleshooting Wellsky Marshall Carr KB00031654 True Commerce - GGS04 Ernesto Cano KB00000948 Unable to Connect to Outlook Jeremy Lechuga KB00023508 Unable to Launch CCH ProSystem Fx Engagement in RDS Cory Walton KB00003083 Uninstalling Sophos Agent Cory Walton KB00002931 Update Door Schedules for CIT Poway HQ Dylan Natter KB00002950 Update Thomson Reuters Checkpoint Tools and PPC SMART Practice Aids Cory Walton KB00000957 Upgrading CCH ProSystem Fx Engagement or Workpaper Manager Cory Walton KB00000670 Veeam Data Cloud for M365 Configuration Bryan Bognot KB00054056 Verve E Fax User Creation Marshall Carr KB00035883 VNC to Thin Client Francisco Benitez KB00003074 VPN Heather Hernandez KB00002141 VPN - Cisco AnyConnect Troubleshooting Guide Cory Walton KB00010942 VPN Connection Info Jacob Danielson KB00033731 VPN Install Instructions Shawn Lindell KB00013955 VPN Instructions for MAC Users Shawn Lindell KB00012129 VPN Powershell Install Script Meredith Seidman KB00002068 VPN Setup Ernesto Cano KB00053614 VPN Setup URL / XML File Francisco Benitez KB00021943 VPN: Cisco AnyConnect Francisco Benitez KB00000249 Watchguard Landing Page Alex Paul KB00063001 Webmail Portal (Email) Network Solutions - Mail.pinnacleca.com Francisco Benitez KB00003255 Windows Endpoint Provision Ryan Moore KB00032972 Windows Install and Setup Instructions Cory Walton KB00064656 Wingdings Issue for Quotesoft Ernesto Cano KB00048516 WSL 2 on Windows Setup Cory Walton KB00064662 Wyse Management: Push New Firmware Francisco Benitez KB00000246 Wyse Management: Register Thin Client Francisco Benitez KB00000243 Wyse Management: Thin Client Administration Francisco Benitez KB00000140 Wyse Thin Client SSL Issue Francisco Benitez KB00003038 Yubikey MFA Reset Marshall Carr KB00034497 Zoom Account Info Marshall Carr KB00040998

Application Setup

CIT Private Cloud - Configuring Boot From SAN and Upgrading Hosts to ESX 7.0. Jomer Magtoto KB00004253 Cloudsync Troubleshooting - App Gui Not Appearing Mike Hicks KB00001728 Dreamtsoft Technical Terminology Glossary Meredith Seidman KB00003931 Identify Missing Patches via Ncentral Bryan Bognot KB00019103 Ncentral General Agent Install or Re-Install Bryan Bognot KB00003772 Patching Vmware Vcenter Server Appliance Bryan Bognot KB00000466 Pbas & Contact List KB00002035 Qbox & QuickBooks Setup Shawn Lindell KB00063683 Renew Apple MDM Certificate for Jumpcloud Bryan Bognot KB00014322 Setting up a Management PC Jesus Gastelum KB00055048

Backup & Disaster Recovery

Backup and Restore Kinson Liu KB00001287 Restore Files in Veeam Enterprise Manager Bryan Bognot KB00001801 Restore From Veeam Backup for Office365 Bryan Bognot KB00000090 Veeam Create Immutable Azure Blob Repository Bryan Bognot KB00040700 Veeam: Restoring Entire VM Bryan Bognot KB00004226

Communication & Collaboration

How to Globally Delete an Email in O365 Jayson Gundy KB00001732 Mitel MiVoice Office 250 - Change Voicemail PIN for Phone Extension Heather Hernandez KB00000060 Mitel MiVoice Office 250 - Setting up a New Phone (Out of the Box) Heather Hernandez KB00000078 Prevent Webex Calling From Calling Multiple Devices Bryan Bognot KB00000071 Reset Voicemail Meredith Seidman KB00001537 Schedule the Webex Room Kit to Join Into a Microsoft Teams Meeting Mike Hicks KB00000603 Updating Automatic Replies for Shared Mailboxes Heather Hernandez KB00002125

Domains & DNS

– Joining Arizona Laptops to WP Active Directory Domain Jomer Magtoto KB00002873 Add Public DNS Records in Godaddy Jeremy Lechuga KB00001549 Determine if a Server is Running FRS (File Replication Services) /DFRS (Distributed File System Replication) Jeremy Lechuga KB00000149 Go Daddy Cancel Auto-Renewal for SSL Certs Timothy Zarza KB00052245 How to Renew the SSL for Exchange.wedgewoodweddings.com Heather Hernandez KB00001212 Universal AnyConnect SSL Renewal Mike Hicks KB00001916

Email & Messaging

Email Signature Customization Grant Page KB00002928 Exchange Hybrid Migration - Resolving Issue With Mailboxes Not Inheriting Email Address Policy Jomer Magtoto KB00000939

Endpoint Provisioning

Create Windows 10 Image for Deployment With FOG Server Jonathan Christensen KB00024192 Create Windows 10 Image for Deployment With FOG Server Jonathan Christensen KB00024204 Endpoint Reprovision With the CIT FOG Server Jonathan Christensen KB00024895 Immybot: How to Create a Deployment for a Tenant Jonathan Christensen KB00038352 MAC Endpoint Provisioning Francisco Benitez KB00003727 Provisioning Process in Halo Travis Beeson KB00002029

Mobile & Devices

Changing Caller ID for Verizon Business Josue Tiguila Jr KB00003780 Computer Not Charging Jonathan Christensen KB00047578 How to Add Printer and Accounting Code (GR and HLE) Meredith Seidman KB00001624 Howto: Intune - Updating/Renewing the Apple Push Certificate for MDM Usage Damon Marjanovich KB00063814 Microsoft 365 Multi-Ractor (MFA) Registration Meredith Seidman KB00001656 Monitor Not Working Marshall Carr KB00003779 Office Phone is Not Working Josue Tiguila Jr KB00000575 Phone Training Meredith Seidman KB00001662 Restart SDHS Phone System Meredith Seidman KB00001635 Scanner - Schedule 1/13 9:05 Joshua Martinez KB00001822 Set up Email on Work Cell Phone Meredith Seidman KB00001615 Voicemail VM PIN Password Reset MiVoice Office 250 Admin and Diagnostics Mitel Protel Phone Heather Hernandez KB00001025

Networking & Connectivity

Add a Network Site to Cisco Umbrella (OpenDNS) Jesus Gastelum KB00017854 Corrective Action for Wedgewood Sites That Have Repeated Network Issues Heather Hernandez KB00000709 Fill Out RFC N-Central Deployment Bryan Bognot KB00000211 Manual VPN Failover During Cox MPLS Outage Jomer Magtoto KB00001002 VPN - AnyConnect Timothy Zarza KB00002913 VPN Error Troubleshooting Christopher Nolan KB00003743 VPN: Cisco AnyConnect Heather Hernandez KB00000260

PC Setup

Base Image Cory Walton KB00002144 Cell Phone Provisioning Heather Hernandez KB00047120 Computer Provisioning Mike Hicks KB00002087 Endpoint Provisioning Shawn Lindell KB00051950 Endpoint Provisioning Shawn Lindell KB00061695 Endpoint Provisioning: Re-Assign to Another End-User. Cory Walton KB00002306 How to Re-Image a Computer From Intue Marshall Carr KB00047776 Laptop Provisioning Heather Hernandez KB00002491 Laptop Provisioning Heather Hernandez KB00029108 Laptop Provisioning Heather Hernandez KB00039516 Laptop Provisioning Heather Hernandez KB00023007 Laptop Provisioning Spec Form Heather Hernandez KB00002585 Laptop Provisioning Spec Form Shawn Lindell KB00049685 Local Machine Setup Brendan Bartnik KB00000229 MAC Endpoint Provisioning Cory Walton KB00002338 MAC Endpoint Provisioning Shawn Lindell KB00002611 MAC Endpoint Provisioning Cory Walton KB00058523 MAC Endpoint Provisioning Cory Walton KB00064401 New Computer Provisioning James Lestrange KB00001579 New PC Provisioning Blake Means KB00004079 New PC Setup Guide Francisco Benitez KB00002683 North County Windows Endpoint Provisioning Francisco Benitez KB00055906 OSI Workstation Provisioning Heather Hernandez KB00002633 PC Provisioning Ernesto Cano KB00002333 PC Provisioning Checklist Heather Hernandez KB00003331 PC Provisioning Checklist Jonathan Christensen KB00003591 PC Provisioning Guide Heather Hernandez KB00002170 PC Setup Guide Francisco Benitez KB00002711 PC Setup Guide Ernesto Cano KB00008029 PC Setup Guide Ernesto Cano KB00011068 PC Setup Guide Francisco Benitez KB00011083 PC Setup Guide Cory Walton KB00060686 PC Setup Instructions Ernesto Cano KB00053612 PC Setup Steps (OLD) Ernesto Cano KB00001095 PC Setup/Provisioning Ernesto Cano KB00002686 Provisioning: End-Point Check List & WI Ernesto Cano KB00008022 Provisioning: End-Point Check List & WI Ernesto Cano KB00014098 South County Windows Endpoint Provisioning Francisco Benitez KB00055904 SYN MAC Endpoint Provisioning Ernesto Cano KB00044581 Tablet Provisioning & Refresh Heather Hernandez KB00052933 VPN Config Cory Walton KB00001973 Windows Computer Setup Guide. Francisco Benitez KB00061220 Windows Endpoint Provisioning Francisco Benitez KB00001691 Windows Endpoint Provisioning Cory Walton KB00002292 Windows Endpoint Provisioning Cory Walton KB00002298 Windows Endpoint Provisioning Cory Walton KB00002315 Windows Endpoint Provisioning Ernesto Cano KB00002320 Windows Endpoint Provisioning Marshall Carr KB00002348 Windows Endpoint Provisioning Shawn Lindell KB00002501 Windows Endpoint Provisioning Francisco Benitez KB00002540 Windows Endpoint Provisioning Shawn Lindell KB00002608 Windows Endpoint Provisioning Francisco Benitez KB00002721 Windows Endpoint Provisioning Francisco Benitez KB00002729 Windows Endpoint Provisioning Cory Walton KB00002753 Windows Endpoint Provisioning Cory Walton KB00002779 Windows Endpoint Provisioning Ernesto Cano KB00002814 Windows Endpoint Provisioning Ernesto Cano KB00002826 Windows Endpoint Provisioning Ernesto Cano KB00002842 Windows Endpoint Provisioning Ernesto Cano KB00003371 Windows Endpoint Provisioning Ernesto Cano KB00003377 Windows Endpoint Provisioning Francisco Benitez KB00003701 Windows Endpoint Provisioning Shawn Lindell KB00003720 Windows Endpoint Provisioning Cory Walton KB00008017 Windows Endpoint Provisioning Shawn Lindell KB00010036 Windows Endpoint Provisioning Shawn Lindell KB00010835 Windows Endpoint Provisioning Ernesto Cano KB00026310 Windows Endpoint Provisioning Shawn Lindell KB00026845 Windows Endpoint Provisioning Ernesto Cano KB00029266 Windows Endpoint Provisioning Shawn Lindell KB00043131 Windows Endpoint Provisioning Ernesto Cano KB00044579 Windows Endpoint Provisioning Ernesto Cano KB00045654 Windows Endpoint Provisioning Heather Hernandez KB00046209 Windows Endpoint Provisioning Shawn Lindell KB00049787 Windows Endpoint Provisioning Francisco Benitez KB00050027 Windows Endpoint Provisioning Shawn Lindell KB00055196 Windows Endpoint Provisioning Marshall Carr KB00056954 Windows Endpoint Provisioning Cory Walton KB00058491 Windows Endpoint Provisioning Alex Paul KB00061970 Windows Endpoint Provisioning Cory Walton KB00064399 Windows Endpoint Provisioning: Azureadjoin Cory Walton KB00002749 Windows Endpoint Reprovision Shawn Lindell KB00044163

Policies & Procedures

Change Control Messaging Shawn Lindell KB00061813 Conditional Access Exemption Cory Walton KB00001414 Users Accessing Adstra VPN Cory Walton KB00028611

Remote Monitoring

AnyConnect SSL Renewal Meredith Seidman KB00001910 Connecting to a MAC Device Using Screen Connect Travis Beeson KB00024436 How to Address a Windows Services Probe Stale Alert Jonathan Christensen KB00003959 Microsoft365 - How to Configure Autopilot for a Tenant Felix Joseph Thoppil KB00000306 Restart KM Bizhub C458 Through Web Portal Josue Tiguila Jr KB00003800

Security

Participate in the Cit Phishing Awareness Program Josh Hohbein KB00022460 Reflexion Encryption (Rtcencrypt) Guide Meredith Seidman KB00001659 Test Sec Doc Ace Sklar KB00002012 Virus POP-UPS Christina Tarpey KB00003818

Server & Infrastructure

Adding Volunteers to Office 365 Marshall Carr KB00001641 AnyConnect Cert Renewal for Occupational Services Cisco FTD Shawn Lindell KB00003125 CCH Pro FX TAX 2006-2011 on GPWQB01 Christopher Nolan KB00003550 Join Endpoint to PBO Azure AD Heather Hernandez KB00001428 Log Wedgewood User Out of RDS and Close Their Profile Disk Meredith Seidman KB00002009 Microsoft365 Autopilot Enrollment Heather Hernandez KB00002040 ProNAS: How-To Ernesto Cano KB00012436 Renew Vmware Vcenter Certificate Bryan Bognot KB00000542 Reset the Ilo Administrator Password From Esxi Host Bryan Bognot KB00000549 Restarting Offline VMs Cory Walton KB00002362 Share Creation on SDHSSYN2 Meredith Seidman KB00001638 Troubleshooting the Belardi Wong VM Going Down Cory Walton KB00002109 Troubleshooting User Connection Issues to Adstra’s ServU-MFT Server Meredith Seidman KB00001509 User Being Asked to Authenticate Repeatedly Jonathan Christensen KB00003904 Vmware Vcenter Renew Expired Certificate - Signing Certificate is Not Valid Bryan Bognot KB00000550

Support Tools

Finding an Employee Using SDHS Internal Website Using Fetch Christopher Nolan KB00003582 Idsync: Userprincipalname is Not Set Heather Hernandez KB00000285 Microsoft Bookings Access, Setup, and Basic Use Christina Tarpey KB00001115 MSP Connect (Take Control) Not Configure for This Device Fix Marshall Carr KB00001653 Stop User Sync to ConnectWise - Deactivate Nilear Jesus Gastelum KB00000177 Verve - Client Contact and Escalation Information Blake Means KB00026469

Tips & Tricks

Adding an Alias via AD for an O365 Email Account Jayson Gundy KB00001167 App Password Reset for Outlook, Email, for MFA, 365 Jordan Smith KB00001012 Azure Active Directory User Sync Into Dreamtsoft Sean Ernst KB00000083 Challenges With Access to Office Apps Timothy Zarza KB00002720 Checking and Updating Chrome Meredith Seidman KB00001591 Checking Voicemail Remotely Meredith Seidman KB00001588 CIC Thin Client Admin Change Francisco Benitez KB00001327 Cisco 8841 Master Key Reset Meredith Seidman KB00001594 Core Data Setup __SYSTEM_USER__ KB00000065 Create a Change Request in Dreamtsoft Sean Ernst KB00000082 Create a Filter, Save it, and Access From Any Space Sean Ernst KB00000068 Create Demand Record in Dreamtsoft Sean Ernst KB00000076 Create Knowledge Base Article in Dreamtsoft Sean Ernst KB00000072 CSAT Card Calculation Alex Paul KB00012063 Delivery Failed to Dparikh@trishulatx.com Jonathan Christensen KB00009146 Email Caught in Firewall (11/5 4pm) Timothy Zarza KB00001261 Email Not Receiving Responses Michael Nelson KB00003875 FW: Proofpoint Essentials - Quarantine Digest - Please Allow Sarthur@forecast3d.com Kinson Liu KB00001197 Health Copy Machine Timothy Zarza KB00003629 How to Access Visual Voicemail Meredith Seidman KB00001603 How to Add Slots (Values) to a Record in Dreamtsoft Sean Ernst KB00000081 How to Book and Open a Room Calendar Meredith Seidman KB00001629 How to Clear Your Browser Cache/Cookies Meredith Seidman KB00001600 How to Connect to a SDHS Printer Meredith Seidman KB00001606 How to Map a Drive (Learning and Development, PAWS, and Phomms Data) Meredith Seidman KB00001621 How to Open a Shared Calendar in Outlook Meredith Seidman KB00001632 Idsync - Force Password Sync Heather Hernandez KB00000092 Lenovo Human Presence Sensor Causes Computer to Lock After 30ish Seconds Regardless of GPO/Security Settings Mike Hicks KB00062687 Mobility Print Instructions & Troubleshooting Ernesto Cano KB00001342 Printing Confidential Documents via Secure Print on Konica Minolta Copiers Meredith Seidman KB00001582 Sample Links Not Working Michael Nelson KB00003635 Setup Client on Centrexfax Jesus Gastelum KB00000170 Side Car Config Meredith Seidman KB00001566 Test Jonathan Christensen KB00002934 Test 58812acd36f242209d03ed341770074d KB00004070 Vcenter Login Meredith Seidman KB00000766 VPN Access Josue Tiguila Jr KB00001499

User Offboarding

Egnyte User Deactivation Shawn Lindell KB00061853 Employee Offboarding Heather Hernandez KB00012511 Form: Employee Offboarding Christopher Morris KB00002470 IT Offboarding Form Alex Paul KB00062364 Offboarding Procedure Christopher Morris KB00001230 Offboarding Procedure Francisco Benitez KB00001512 Offboarding Procedure James Lestrange KB00001534 Offboarding Procedures Cory Walton KB00060691 Offboarding/Termination Procedures Cory Walton KB00059464 OLD - Offboard Users Ernesto Cano KB00001069 User Creation and Onboarding Ernesto Cano KB00003374 User Off Boarding Form Marshall Carr KB00046125 User Offboard Francisco Benitez KB00002859 User Offboarding Ernesto Cano KB00001833 User Offboarding Mike Hicks KB00001890 User Offboarding Heather Hernandez KB00003325 User Offboarding Francisco Benitez KB00048602 User Offboarding Shawn Lindell KB00050181 User Offboarding Shawn Lindell KB00051932 User Offboarding Shawn Lindell KB00061283 User Offboarding Shawn Lindell KB00066204 User Offboarding Shawn Lindell KB00066549 User Offboarding Form Francisco Benitez KB00002856 User Termination Francisco Benitez KB00002717 User Termination Ernesto Cano KB00053624 User Termination and Offboarding Ernesto Cano KB00001245 User Termination and Offboarding Marshall Carr KB00002037 User Termination and Offboarding Cory Walton KB00002158 User Termination and Offboarding Cory Walton KB00002428 User Termination and Offboarding Francisco Benitez KB00002574 User Termination and Offboarding Cory Walton KB00002785 User Termination and Offboarding Ernesto Cano KB00002821 User Termination and Offboarding Ernesto Cano KB00002835 User Termination and Offboarding Francisco Benitez KB00002870 User Termination and Offboarding Francisco Benitez KB00002879 User Termination and Offboarding Ernesto Cano KB00003157 User Termination and Offboarding Shawn Lindell KB00003219 User Termination and Offboarding Cory Walton KB00003626 User Termination and Offboarding Heather Hernandez KB00003662 User Termination and Offboarding Cory Walton KB00003667 User Termination and Offboarding Ernesto Cano KB00003673 User Termination and Offboarding Cory Walton KB00003714 User Termination and Offboarding Francisco Benitez KB00003717 User Termination and Offboarding Shawn Lindell KB00003724 User Termination and Offboarding Francisco Benitez KB00003729 User Termination and Offboarding Francisco Benitez KB00003797 User Termination and Offboarding Shawn Lindell KB00004076 User Termination and Offboarding Ernesto Cano KB00026274 User Termination and Offboarding Marshall Carr KB00031369 User Termination and Offboarding Ernesto Cano KB00032127 User Termination and Offboarding Shawn Lindell KB00042490 User Termination and Offboarding Ernesto Cano KB00044561 User Termination and Offboarding Shawn Lindell KB00045332 User Termination and Offboarding Ernesto Cano KB00045889 User Termination and Offboarding Heather Hernandez KB00046201 User Termination and Offboarding Shawn Lindell KB00054902 User Termination and Offboarding Francisco Benitez KB00061429 User Termination and Offboarding Alex Paul KB00061591 User Termination and Offboarding Cory Walton KB00064389 User Termination Form Heather Hernandez KB00002582 User Termination IT Spec Form Heather Hernandez KB00047101 User Termination Offboarding Shawn Lindell KB00049395

User Onboarding

Additional User Setup for BWDC Employees Shawn Lindell KB00043139 Consultant Creation and Onboarding Shawn Lindell KB00043612 Employee Offboarding Christopher Morris KB00000513 Employee On-Boarding Christopher Morris KB00002078 Form: Employee Onboarding Cory Walton KB00002465 IT New User Spec Form Heather Hernandez KB00063332 IT Spec Form Heather Hernandez KB00047099 IT Welcome Letter Ernesto Cano KB00001944 IT Welcome Letter Ernesto Cano KB00048849 MAC User Setup Instructions Cory Walton KB00002132 MFA Marshall Carr KB00002765 New Hire Form Marshall Carr KB00003645 New User Account Provision Ted Thompson KB00030546 New User Creation Meredith Seidman KB00001773 New User Creation Cory Walton KB00059462 New User Creation for Wedgewood Heather Hernandez KB00007528 New User Creation Process Christopher Morris KB00001399 New User Creation Using Onprem O365 Hybrid James Lestrange KB00001531 New User Email Set up - Powershell Heather Hernandez KB00003751 New User IT Form James Lestrange KB00003654 New User Onboarded Francisco Benitez KB00002853 New User Onboarding Mike Hicks KB00001885 New User Onboarding Rachel Snoke KB00003266 New User Onboarding Heather Hernandez KB00003678 New User Onboarding Shawn Lindell KB00049365 New User Onboarding Cory Walton KB00059564 New User Onboarding Cory Walton KB00064395 New User Onboarding Form Alex Paul KB00061587 New User Onboarding Spec Form Shawn Lindell KB00049583 New User Onboarding Spec Form Marshall Carr KB00056361 New User Onboarding Spec Form Shawn Lindell KB00061261 New User Onboarding WI Shawn Lindell KB00003659 New User Setup WI Francisco Benitez KB00002738 New User Spec Form Heather Hernandez KB00002579 New User/User Offboarding/Email Changes Heather Hernandez KB00015162 OLD - Onboarding Users Ernesto Cano KB00001090 Onboarding Instructions Cory Walton KB00002312 Onboarding Procedure Example Shawn Lindell KB00003446 Staff Accountant Creation Heather Hernandez KB00046197 System Account Change Request Shawn Lindell KB00033322 User Creation and Onboarding Francisco Benitez KB00000631 User Creation and Onboarding Cory Walton KB00001743 User Creation and Onboarding Cory Walton KB00002128 User Creation and Onboarding Cory Walton KB00002295 User Creation and Onboarding Marshall Carr KB00002431 User Creation and Onboarding Francisco Benitez KB00002569 User Creation and Onboarding Francisco Benitez KB00002743 User Creation and Onboarding Cory Walton KB00002782 User Creation and Onboarding Ernesto Cano KB00002818 User Creation and Onboarding Ernesto Cano KB00002832 User Creation and Onboarding Francisco Benitez KB00002867 User Creation and Onboarding Ernesto Cano KB00003000 User Creation and Onboarding Cory Walton KB00003014 User Creation and Onboarding Shawn Lindell KB00003222 User Creation and Onboarding Ernesto Cano KB00003368 User Creation and Onboarding Heather Hernandez KB00003594 User Creation and Onboarding Shawn Lindell KB00003608 User Creation and Onboarding Ernesto Cano KB00003670 User Creation and Onboarding Cory Walton KB00003709 User Creation and Onboarding Francisco Benitez KB00003711 User Creation and Onboarding Shawn Lindell KB00003722 User Creation and Onboarding Francisco Benitez KB00003794 User Creation and Onboarding Shawn Lindell KB00004072 User Creation and Onboarding Ernesto Cano KB00011071 User Creation and Onboarding Heather Hernandez KB00023538 User Creation and Onboarding Ernesto Cano KB00026147 User Creation and Onboarding Marshall Carr KB00031313 User Creation and Onboarding Ernesto Cano KB00032125 User Creation and Onboarding Shawn Lindell KB00041525 User Creation and Onboarding Ernesto Cano KB00044548 User Creation and Onboarding Ernesto Cano KB00045700 User Creation and Onboarding Heather Hernandez KB00046193 User Creation and Onboarding Francisco Benitez KB00048598 User Creation and Onboarding Ernesto Cano KB00053622 User Creation and Onboarding Shawn Lindell KB00054894 User Creation and Onboarding Marshall Carr KB00056629 User Creation and Onboarding Shawn Lindell KB00059310 User Creation and Onboarding Cory Walton KB00060688 User Creation and Onboarding Francisco Benitez KB00061427 User Creation and Onboarding Alex Paul KB00062370 User On-Boarding Ernesto Cano KB00008032 User Onboarding Ernesto Cano KB00002563 User Onboarding Shawn Lindell KB00051922 User Onboarding Shawn Lindell KB00061753 User Onboarding Ernesto Cano KB00064281 User Request Forms Mike Hicks KB00001112 User Spec Forms Ernesto Cano KB00049463 WI - CB New User Onboarding Shawn Lindell KB00066545

General

3rd Party Schedule Onsite Request (Trick Dog) Bryan Bognot KB00000069 Accept an Invitation to Create a New Account in Align Kellee Blair KB00020336 Access Client Circuits via Halo Jeremy Lechuga KB00004196 Access PPE Emergency Mailbox for Email Continuity Christina Tarpey KB00000062 Accessing the Halo MSP Test Space Alex Paul KB00003829 Account Management Danny Lopez KB00023848 Accounting Email Addresses Ronda Green KB00003191 Activating Duo Mobile Bryan Bognot KB00000061 Add a Child or Task to a Company Priority in Align Kellee Blair KB00016773 Add a Filter in N-Central to Your List of Filters Bryan Bognot KB00002381 Add Banking Information in Nexonia Ronda Green KB00041272 Add MS Learning Pathway App to MS Teams Andy Albrecht KB00001120 Add or Edit a Huddle Priority or Task in Align Kellee Blair KB00016870 Add Prospect to Non-Managed Space Mike Hicks KB00021258 Add Yourself to a Teams Space Meeting Mike Hicks KB00017731 Adding a Manageit Agreement to Customer in Pzzle Katie McEvoy KB00023099 Adding and Removing SAML SSO Login to Meraki Josh Hohbein KB00036998 Adding Email Distribution Groups in Microsoft 365 Christina Tarpey KB00001665 Adding or Removing a Client as Extra Care in Pzzle Katie McEvoy KB00027682 Adding Project Cost to Initiative/Recommendation in Vcio Toolbox Danny Lopez KB00055541 Adding/Onboarding a New Client as a Customer in Pzzle Katie McEvoy KB00021146 Addressing Acceptable and Poor Csats With No Comment Christina Tarpey KB00035317 Addressing Csats With Comments Christina Tarpey KB00022233 Apple Business Manager Provision Macbook/iPad/iOS Bryan Bognot KB00032174 Apple MDM Push Certificate, Configure or Renew Bryan Bognot KB00031807 Approving Time Entries Pushed to ConnectWise From Halo Katie McEvoy KB00027949 ASA Firmware Update Jomer Magtoto KB00038570 Authoritative and Non-Authoritative Synchronization for Dfsr-Replicated Sysvol Replication Bryan Bognot KB00000042 AV Defender Overview Bryan Bognot KB00001735 Backup Template Policy Overview Meredith Seidman KB00000826 Basic Halo Troubleshooting Alex Paul KB00003832 Basic Provisioning Bryan Bognot KB00003139 BC DR Danny Lopez KB00023853 Branded Templates, Video Backgrounds, Company Photos and Events Grant Page KB00002373 Building CMDB Relationships Mike Hicks KB00001077 Catchphish Outlook Plugin (Breachsecure Now) Josh Hohbein KB00032300 Changing the Masergy Phone System Recordings Mike Hicks KB00038107 Checking Daily Alert Checks Josh Hohbein KB00023875 CIPP Overview Josh Hohbein KB00022797 Cisco FW Troubleshoot Marshall Carr KB00000254 Client Portal - Basic Navigation Kellee Blair KB00001995 Client Portal - Client Admin Area Stephen Homer KB00003853 Client Portal - Creating a New Ticket Stephen Homer KB00002017 Client Portal - Navigating Client Admin Area Kellee Blair KB00002026 Client Portal - Other Portal Areas Stephen Homer KB00002022 Client Portal - Reviewing Tickets Kellee Blair KB00002020 Cloning a Halo Application Instance Stephen Homer KB00026541 Clypboard Alex Paul KB00066234 Company Credit Card Request Ronda Green KB00002247 Compromised Email Steps Ethan Tverdy KB00003143 Configure MAC OSX for Compatibility in Ncentral Bryan Bognot KB00002090 Configuring Client Windows Operating System Patching Bryan Bognot KB00047936 Connecting to ScreenConnect to a MAC Computer Mike Hicks KB00001680 ConnectWise: Shipment Received Lei Lani Davis KB00008290 Converting Ticket Record Type Alex Paul KB00003119 Create a Company Credit Card Expense Report in Nexonia Ronda Green KB00041313 Create a Group for Veeam O365 Backup Exclusions Bryan Bognot KB00000032 Create a Local User Account via the Command Line Christina Tarpey KB00001922 Create a Problem Ticket From an Incident and Add Time Kellee Blair KB00001007 Create a Procedure Kellee Blair KB00016062 Create a Process Kellee Blair KB00017857 Create a Project Request Mike Hicks KB00018302 Create a Restricted Access Folder Locked Down by Security Group Christina Tarpey KB00001904 Create a Standard Kellee Blair KB00016729 Create a Story Alex Paul KB00027017 Create a SWARM Space Christina Tarpey KB00050560 Create a Teams Meeting in a MS Channel Kellee Blair KB00032774 Create an Azure Virtual Machine and Configure Veeam Cloudconnect for Offsite Backup Copies Bryan Bognot KB00000038 Create an Expense Report for Reimbursement in Nexonia Ronda Green KB00041304 Create and Use Message Templates in Any Chat Box Stephen Homer KB00004199 Creating a Vendor Contact Alex Paul KB00037148 Creating an NRFC Mike Hicks KB00011633 Creating and Maintaining Citlicensedusers Group Josh Hohbein KB00062867 Creating Halo Service Account for Client User Sync Alex Paul KB00044159 Creating Intake From Phone Chelsie Garcia KB00024257 Creating Service Account for Cit Josh Hohbein KB00031381 Darkweb ID / Bullphish Whitelistings and Email Template Guide Bryan Bognot KB00003147 Dev.halo.app SSL/Oauth Configuration Procedure Meredith Seidman KB00003553 Documentation Request Problem Mike Hicks KB00032934 Download the Software Assets From Ncentral Bryan Bognot KB00000063 Dreamsoft Training Stephen Homer KB00000066 Dreamtsoft App Building Process and Terminology Meredith Seidman KB00003928 Dropsuite for Google Workspace Bryan Bognot KB00053758 Dropsuite Google Workspace Restore and Download Bryan Bognot KB00053795 Ds/Halo Glossary Kellee Blair KB00001276 Duo - Reparenting Request Bryan Bognot KB00053890 Edit or Archive an Existing Knowledge Article Kellee Blair KB00020268 Email Issue Christina Tarpey KB00014798 Enable Outside Domain Sharing for Teams and SharePoint Sites in M365 Mike Hicks KB00003953 Enable Smartnet Notifications Bryan Bognot KB00000473 End User Setup of Defensx Josh Hohbein KB00059205 Enrolling a Macbook in Microsoft Intune Damon Marjanovich KB00002096 Equipment and E-Waste Drop-Off Jonathan Christensen KB00027963 Executing a NRFC Mike Hicks KB00011643 Exporting Change Notifications From Liongard Josh Hohbein KB00048526 Extra Care Client Handling by Service Desk Christina Tarpey KB00028063 Fedex Shipping Integration to Halo Alex Paul KB00007224 Find VBO Calculations Bryan Bognot KB00000034 FIX: Snagit Recordings Only Showing Green Screen With No Audio Jomer Magtoto KB00001176 G Suite Alex Paul KB00066226 Generate a Dark Web Monthly Report Manually Bryan Bognot KB00003614 Generating Java Keystore File for Halo Stephen Homer KB00026537 Get Memory, CPU or Other Hardware Information via CLI for Vmware Jesus Gastelum KB00019378 GitHub SSH Deployments for Dreamtsoft Bundles Stephen Homer KB00001074 GRC Danny Lopez KB00023840 Gsuite User Sync to Pzzle Jomer Magtoto KB00026318 Gsuite/OneLogin Password Sync Sean Ernst KB00000134 Halo & Microsoft Integration Schema Setup Mike Hicks KB00031789 Halo & Ncentral Integration Schema Setup Mike Hicks KB00031779 Halo & ScreenConnect Integration Schema Setup Mike Hicks KB00003032 Halo Intake Triage Alex Paul KB00003880 Halo Permissions Structure_1_person Kellee Blair KB00001267 Halo Permissions Structure_2_groups Kellee Blair KB00001273 Halo Permissions Structure_3_functions Kellee Blair KB00001270 Halo Release Note Standards Meredith Seidman KB00003546 Halo Team Story Status of Done Alex Paul KB00003972 Halo Team Story Status of Ready Alex Paul KB00003967 Halo to 1password Integration Schema Setup (Defunct) Mike Hicks KB00003035 Halo.app SSL Certificate Renewal Stephen Homer KB00041602 Handle Child Tickets Christina Tarpey KB00001843 How Move User OneDrive Data to SharePoint Document Library Cory Walton KB00059538 How to Order Swag for Employees Jennifer Gaughran KB00003905 How to Setup Your Nalu Email on Your iPhone Heather Hernandez KB00010138 How to Ship With Our Cit Fedex Account Jonathan Christensen KB00059657 How to Update the Certificate for a Rdgateway Christina Tarpey KB00001677 Immybot: How to Add a Tenant Jonathan Christensen KB00038348 Immybot: How to Provision an Endpoint Jonathan Christensen KB00038353 Import New Companies Into Hubspot Grant Page KB00000070 Incident Walkthrough Alex Paul KB00000074 Install Lacerte on RDS Alex Paul KB00064190 Install Microsoft Office 2019 Standard Volume License on RDS Session Hosts Jomer Magtoto KB00000067 Install N-Central macOS Agent Bryan Bognot KB00054112 Install Nable for a New Machine Bryan Bognot KB00001816 Internal MAC Endpoint Provisioning With Apple Business Manager Jonathan Christensen KB00026715 Internal Windows Endpoint Provisioning Jonathan Christensen KB00024358 IT Road Mapping and IT Budgeting Danny Lopez KB00023832 Keyboard Shortcuts Inside Halo Alex Paul KB00003287 Known Error Problem Mike Hicks KB00032928 Linkedin Job Post Jackie Bertolasio KB00003172 LOA - How-To Heather Hernandez KB00034567 Logging Into Vcenter Jeremy Lechuga KB00000484 Logmein Endpoint Installation Ernesto Cano KB00020300 M365 Backups - Test Restores. Mike Hicks KB00040405 M365 Security CIT Guidelines Bernat Llopart KB00003695 macOS Tips and Tricks Jonathan Christensen KB00026721 Mail Flow Rule for ConnectWise to Halo Redirection Mike Hicks KB00000356 Markdown/HTML Table Testing for STORY00001521 Alex Paul KB00001422 MERAKI AP Deployment Jesus Gastelum KB00000124 Microsoft Authenticator App Setup Mike Hicks KB00002057 Migrating Exchange Hybrid Configuration and Decommissioning Exchange Andy Albrecht KB00000199 Migrating Sentinelone Agent From One Tenant to Another Josh Hohbein KB00010672 My IT Process Standards Alignment Review Mike Hicks KB00023727 N-Central Third Party and Vendor Access Approval Template Mike Hicks KB00055724 N-Central Third-Party Application Patching Bryan Bognot KB00026489 Nable Agent Install for Macs - End User Install Bryan Bognot KB00002093 Navigating the Align Tool Kellee Blair KB00017845 New Client Onboarding - vITM Role Mike Hicks KB00047336 New Client Onboarding Work Instructions – Onboarding Engineer Jomer Magtoto KB00045115 New User Creation Alex Paul KB00066240 New User Onboarding Travis Beeson KB00003765 Non-Capa Initiative Problem Mike Hicks KB00032946 Offboard/Remove a Customer in Pzzle Katie McEvoy KB00002462 Office 365 Alex Paul KB00066222 Office Powerpoint, Word, Excel 64-Bit to 32-Bit Preview Pane Fix Christina Tarpey KB00003105 On Call - Afterhours Christina Tarpey KB00004142 Open a Paid Professional Ticket With Microsoft Mike Hicks KB00000046 Participate in Cit Focused Recognition Rewards Program Kellee Blair KB00011968 Patch Template Policy Overview Meredith Seidman KB00000832 Pax8 - Adding and Removing Microsoft Licenses Dylan Quiros KB00045558 Pax8 to Bill.com/Qbo Integration Toby Peterson KB00063754 Policy Scorecard Asset and Resource Gathering Josh Hohbein KB00030528 Policy Scorecard Cost Estimator Josh Hohbein KB00030574 Policy Scorecard Invoice Reconciliation Josh Hohbein KB00030602 Policy Scorecard Onboarding and Policy Creation Josh Hohbein KB00030326 Policy Scorecard Vcio Review Josh Hohbein KB00030588 Poway Alarm System Mike Hicks KB00037708 Printer Supply Ordering Form Alex Paul KB00064090 Problem CAPA Process Mike Hicks KB00032980 Problem Managment Mike Hicks KB00032405 Process a Dark Web Compromised Email Bryan Bognot KB00003620 Provide Access to a User's OneDrive Mike Hicks KB00000019 Pulling Call Recordings From CJP Jeremy Lechuga KB00020585 Pzzle & ConnectWise Integration Schema for Billing Katie McEvoy KB00003029 QBR Technical Standards Assessment in Vciotoolbox Mike Hicks KB00052701 Quarterly Business Review (QBR) Mike Hicks KB00040607 RDS Start Menu Not Working Fix Jeremy Lechuga KB00001703 Recognition Rewards Random Selection Kellee Blair KB00016910 Record & Download a Video File From MS Teams Grant Page KB00003857 Register a Cox Deal Jesus Gastelum KB00000973 Register a Deal With Ring Central Jesus Gastelum KB00000080 Releasing Quarentined Email From Avanan Josh Hohbein KB00046995 Remediate macOS Devices Not Checking in With Intune Cory Walton KB00023286 Remediate macOS Not Checking in With Intune Cory Walton KB00022413 Remote Control macOS Devices With ScreenConnect - macOS 13 and Later Travis Beeson KB00024213 Remote Control macOS Devices With ScreenConnect - Through macOS 12 (Monterey) Sean Ernst KB00010118 Remote User-Add Jonathan Christensen KB00045856 Removable Media Encryption Josh Hohbein KB00019411 Remove Users From Breach Secure Now Security Training Josh Hohbein KB00056170 Renew the SSL for Centrexit.com Mike Hicks KB00003632 Report as Late or Out of Office Christina Tarpey KB00003870 Requesting an Onsite Tech From the SD Christina Tarpey KB00028709 Requesting Technician to Go On-Site Christina Tarpey KB00027349 Reserve the Genesis Ronda Green KB00031592 Reset Voicemail PIN - Webex Calling Sean Ernst KB00000075 Resetting AD User Password With N-Central Bryan Bognot KB00001350 Resolution Codes Definitions and Use Christina Tarpey KB00035692 Resolving Onenote File Not Found Errors After Domain Change Jomer Magtoto KB00001284 Resolving Windows Probe Service for After Hours on Call Jeremy Lechuga KB00020882 Retrieve the License Key for Esxi (Vmware) Bryan Bognot KB00000064 Review Completed Assessment in Vcio Toolbox Danny Lopez KB00055525 Reviewing a NRFC - Post Change CAB Review and NRFC Closure Mike Hicks KB00020932 Reviewing a NRFC – Client SME Mike Hicks KB00019774 Reviewing a NRFC – Technical SME Mike Hicks KB00019800 Sample Work Instruction Demo Author KB00000001 Sample Work Instruction KB00000001 Schedule Next QBR in Vcio Toolbox Danny Lopez KB00056246 Scheduling and Rescheduling Appointments Alex Paul KB00002808 Scheduling Onsite Support Christina Tarpey KB00003698 Screenshot of Photo Preview in MS Teams Grant Page KB00002353 Security Awareness Training Sean Ernst KB00009546 Send a Fax From the CentrexIT Fax Number (+1 6193422214) Mike Hicks KB00015522 Send Client Email Alert/Notifications in Hubspot Grant Page KB00009044 Sendgrid Alert Review Jeremy Lechuga KB00034782 Sentinelone Deployment Bryan Bognot KB00037794 Sentinelone Overview Josh Hohbein KB00001941 Set up Client Remote Access Account in N-Central Bryan Bognot KB00001353 Set up Vacation Mode in CIPP for Geofence Exclusion Jeremy Lechuga KB00040291 Set up Vacation Mode in Conditional Access Jeremy Lechuga KB00040125 Setting Cit Holiday Scheduling Christina Tarpey KB00001347 Setting MFA in Microsoft Azure Client Subscriptions Andy Albrecht KB00000222 Setting up a Client in Liongard Josh Hohbein KB00048392 Setting up Avanan Josh Hohbein KB00038799 Setting up Client for Halo Comanageit Access Stephen Homer KB00038849 Setup User and Machine for Parallels RAS. Francisco Benitez KB00061899 Smart and Standard Tag Definitions in Use Alex Paul KB00003290 Sprint Story Work Effort Planned Alex Paul KB00007370 Starting or Recovering the Halo Application Stephen Homer KB00026533 Steps to Verify a Spam / Phishing Email. Jeremy Lechuga KB00039912 Submit a Focused Recognition Form Kellee Blair KB00018402 Submit VCP Reports to Vmware Jomer Magtoto KB00000993 Submit Work to the Halo Team Alex Paul KB00003556 Ticket on Hold and Scheduled - Statuses and Definitions Christina Tarpey KB00003703 Time Entry Review -Client Billable and Allocation Time Katie McEvoy KB00002032 Traceless and Halo User Verification Toby Peterson KB00035758 Tracking Client Initiatives in Planner Mike Hicks KB00035596 Uninstall N-Central Agent Jesus Gastelum KB00000174 Update Greeting in Pager Duty Jeremy Lechuga KB00026063 Update Pzzle Ticket: Shipment Received Lei Lani Davis KB00008385 Update QNAP Firmware Bryan Bognot KB00000343 Update Synology Diskstation Manager Bryan Bognot KB00000340 Update the Certificate for a Rdgateway (Self-Signed) Mike Hicks KB00002000 Updating Intake Record From Email Chelsie Garcia KB00026793 Updating the Poway Inventory Spreadsheet Katie McEvoy KB00058526 Upgrade Firmware on CIT-NIMBLE at NFINIT Andy Albrecht KB00001107 Use Microsoft Built in Quick Assist for Remote Control Alex Paul KB00000600 User Creation in Concord for Using Centrexfax Mike Hicks KB00001779 User Offboarding Mike Hicks KB00010297 User Offboarding Alex Paul KB00066244 Utilizing CJP and Webex Teams to Facilitate Service Intake Support Christina Tarpey KB00000535 vITM Post-Project Review Mike Hicks KB00048140 Voicemail to Email Forwarding Travis Beeson KB00012153 What is Pulse SMS - 619-587-9632 Mike Hicks KB00001040 Windows 11 Initial Setup Guide Jonathan Christensen KB00062963 Windows Operating System Patching Bryan Bognot KB00041811 Windows Server Remote Desktop Service Guidelines Bryan Bognot KB00000077 Zapier Workflows and Dylan Natter KB00034237