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Trishula Therapeutics Windows Endpoint Provisioning

KB00002779
Cory Walton Work Instruction 1 min
PublishedCory Waltonv2.0
Published Jan 21, 2026Expires Jan 21, 2027
  • Standard Make & Model: X1 Carbon

  • Alternate Make & Model: NA

  • Default naming schema: TRI-(SN)

  • Domain: AzureAD (M365 Deployment)

  • VPN: N/A

  • Immy.bot Configuration: Configured, Ready to Deploy to skip Out-Of-Box-Experience+Software and localuser configuration. Ref: KB00038353

  • The Device is joined to Trishula’s Azure Tenant

  • Device has been renamed TRI-SerialNumber

  • User signed in with M365 Admin Creds

  • Umbrella module configured with OrgInfo.json

  • Users Bitlocker key has been backed up to the AzureAD account

  • User’s Office apps, Outlook, Teams, and OneDrive are signed in

  • OneDrive Backup is enabled for Desktop, Documents, and Pictures

  • Default Apps Set: Mail: Outlook, Browser: Chrome:, PDF: Adobe Reader

  • Apps and Utilities loaded onto the device: per client WI

  • N-Able Windows Agent Take Control tested

  • Device and drivers have been updated (Windows Update, Lenovo Vantage/System Update)

  • Perform Mic and Camera check with a Teams test call, with users permission

  • Perform quality check against the manager’s request and the provisioning Work instruction

  • Create “localuser” account with the credentials within 1Password.

EntraID/AzureAD Reigstration and User-Add

  • Navigate to Settings

  • Navigate to Work or School settings

Description

  • Select “Sign-In” to work or school

Description

  • Once the Microsoft sign in panel appears, select the blue “EntraID/AzureAD Corporate Sign in” link

  • Sign in with the user’s Microsoft credentials

Description

  • Agree to join the organization

Description

  • Navigate to the start menu and select switch user

  • Sign in with the users Microsoft 365 e-Mail and password

  • The user will likely be required to setup a pin, faceID, or fingerprint.

  • Users can forgo biometrics but must have a pin. usually 6 digits.

  • Setup the user profile

  • Sign into Outlook, pin it to the taskbar

Description

  • When presented with this screen, uncheck the box that “Allows this organization to manage my device” as it tends to cause authentication issues with TPM.

Description

  • Setup Teams, perform a test call to ensure the camera and mic work and that no network authentication message pops-up during the users first meeting.

Description

  • Setup OneDrive from taskbar shortcut
  • Enable Backup for Desktop, Documents, and Picture Backup within OneDrive

  • Set App defaults within Settings

  • Uninstall bloatware

  • Clean up the taskbar and Start menu bloat

  • Remove Widgets, CoPilot, Shrink the Search menu

  • Pinned apps: File Explorer, Google Chrome, Outlook, Teams, Fishbowl

  • Set system sleep times 15-30-30-1Hr.