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Wedgewood / zGolf Food & Beverage New User Creation for Wedgewood

KB00007528
Heather Hernandez Work Instruction Archived 1 min
ArchivedHeather Hernandezv0.0
Published Dec 14, 2022Expires Jun 30, 2024 (expired)

New User Set Up for Wedgewood Users

On-Prem Exchange Admin Center

1.      Login to the On-Prem Exchange at https://exchange.wedgewoodweddings.com/ecp/

a.      Use the admin.0167 credentials

2.      Create Office 365 Mailbox

a.      Mailboxes > + Sign > Office 365 Mailbox

3.      Fill in First and Last name

*for this example we are using Test User as the name*

4.      Choose Appropriate OU

*This is going to be dependent on what location the user is going to be at. ALL users will be under Wedgewood > Staff > Locations

*For this example, the user will be added to the test OU >_M365-Test-Location

5.      Change User logon name to FirstNameLastInitial

a.      First letter in first name capitalized and then initial and last name capitalized

6.      Change domain from advtel-exchange.local to @wedgewoodweddings.com

a.      Please note the “s” in the domain here wedgewoodweddings.com

7.      Create temporary password & click Save

a.      This password will NOT be set to expire until the completion of the computer setup

b.      Password: Weddings2022!

Domain Controller

8.      RDP Into Domain Controller (WEDG-DC2)

a.      Here is where you will check if the setup in exchange worked properly. Locate the user you just set up by going to AD and checking through the appropriate OU

9.      Under the General tab, update Office to the location

a.      This info will come from the new user sheet the client fills out

10.  Under the Organization tab, update Job Title and Manager

a.      This info will also be on the new user form the client fills out

11.  To select the manager, click Change > then type managers name in the pop-up box > OK

12.  Under the Member Of tab, add to appropriate groups

a.      Compare and add to the same groups as an existing employee with the same job title

b.      ALL Users will get added to FS_Wedgewood_RW

FS Server

13.  RDP Into WEDG-FS-01

a.      Login with admin.0167

14.  Run AD-Azure Sync powershell script and confirm Success

a.      Run Script as Admin : start-adsyncsynccycle -policytype delta

15.  Login to M365 admin & wait for new user to show up in Microsoft 365 Admin Center now

a.      Could take up to 15 mins – any more than 20 double check your steps

b.      Search for the name of the new user to confirm

16.  Add Licenses

a.      IF there are any business premium licenses, please add that first, if not add the Office E3, Enterprise Mobility + Security E3, and Microsoft Defender Office 365

b.      Microsoft 365 Business Premium” (1 license) or “Office 365 E3”, “Enterprise Mobility + Security E3”, and “Microsoft Defender Office 365” (3 licenses) should be selected. At no time should all 4 licenses be selected for one user

Adding Mailboxes

17.  Use the powershell scripts to add mailboxes with auto mapping disabled

a.      Sign into Exchange via powershell & enter MFA

*Note* In this instance we are giving the test user access to Ashley Ridge Sales

·        Connect to Exchange online

·        Open powershell on your computer and run the command: Connect-ExchangeOnline

·        Run the following commands to apply full access rights with automapping disabled.

Mailbox Permissions:

·        Add-MailboxPermission -Identity AshleyRidgeSales@wedgewoodweddings.com -User TestU@wedgewoodweddings.com -AccessRights FullAccess -AutoMapping:$false

·        

Add-RecipientPermission -Identity AshleyRidgeSales@wedgewoodweddings.com -AccessRights SendAs -Trustee TestU@wedgewoodweddings.com -Confirm:$false

*Note* You will do this for every mailbox the user needs permission to – for this example we only did one mailbox.

Each mailbox will need Add-MailboxPermissions and Add-RecipientPermission

Once completed, run these commands:

·        Get-Mailbox -ResultSize unlimited -Filter {(RecipientTypeDetails -eq ‘SharedMailbox’)} | set-mailbox -MessageCopyForSentAsEnabled $True

·        Get-Mailbox -ResultSize unlimited -Filter {(RecipientTypeDetails -eq ‘SharedMailbox’)} | set-mailbox -MessageCopyForSentAsEnabled $True

*Note* May take quite a while for GetMailbox commands at the end

Computer Profile Setup

*This portion of the WI will only be needed IF you have the machine the new user is going to be assigned to*

18.  Log in as new user to the computer being set up for said user

19.   Check to make sure network drives are present

20.  If drives are not there, sync with Azure AD

a.      Type “join” in the search and click Access work or school

21.  Connect to Wedgewood Wedding’s Azure AD by clicking info

22.  Scroll down to Device Sync Status and click Sync

23.  Confirm Successful Sync & Restart computer

24.  After reboot, confirm that user now has all network drives

Setup Taskbar Shortcuts

25.  Remove Mail and Store shortcuts

 

26.  Pin Outlook, Word, Excel, and Chrome

*Note when all are pinned, adjust so it looks like this:

Setup AnyConnect

27.  Type in server address

a.      anyconnect.wedgewoodwedding.com (not wedgewoodweddingS.com)

b.      Please make not of the address NOT having the “s” in it

28.  Log in as new username without the domain

Set Default Apps

29.  Outlook for Mail

30.  Chrome for Web Browser 

31.  Adobe Reader for PDFs

a.      Set default by apps

 

b.      Find Adobe and click manage

c.      Once opened, look for PDF and set Adobe as the default

Outlook Profile Setup

32.  Open Outlook and finish Wizard if there is a pop up

 

Add appropriate shared mailboxes

33.  File—>Account Settings—>Account Settings

34.  Under Email Tab, click New and type in the email boxes that the user has access to

35.  Type in Shared Email Address and click Connect and Sign in with Another Account

36.  Sign in with the new user’s login credentials

37.  Confirm Success and then close and reopen Outlook

*Repeat the process for all shared mailboxes user needs access to

*Check after reopening that all mailboxes are there

Make shared mailbox (most often the Sales mailbox) default in

Outlook

*This step only needs to happen if the new user is apart of the sales team

38.  File—>Account Settings—>Account Settings

39.  Under “Email” tab, select the appropriate Mailbox and click on the “Set as Default” button

40.  

Under “Data Files” tab, select the appropriate Mailbox and click on the ""Set as Default"" button”

41.  Add Inbox and Sent items of each mailbox to the Favorites tab

42.  Confirm all Inbox and Sent items are in Favorites

OneDrive Setup

43.  Open OneDrive for Business and type in the email address of new user and complete Wizard

44.  Sign user into Teams and confirm that is all working for them