1. [Open] Phone numbers - Editable spreadsheet [Navigate] to Tab 918 and paste new hire name to any blank extension (Stick to totally blank cells, no colored cells) If 918 is full you may also use tabs 454 or 293 [Save] 2. [Open] NewHireHardware spreadsheet [Navigate] to Tab of the current Year Take note of the NewHire start date and find the date in the spreadsheet. If date does not exist, create it. 3. [Input] all information from NewHire Email into the corresponding columns [Username] = lastname | If lastname is in use Username = firstinitiallastname [Email] = firstname.lastname@zywave.com [Department] = Check "copyuser" user in AD department [Title] - NH Email [Extention] - Not Used [Teams Voice] - Yes unless stated otherwise [Copy User] - NH Email [Sales] - Check "copyuser" user in AD [Phone] - Grab from Phone numbers - Editable (###.###.####) ← Format [Manager] - NH Email [PartnerFacing] - Is sales, support, customer success manager, YES? If not, NO [City/State/Country] - NH Email [Password] - Filled in AFTER user is created *** ONLY GETS SET IN SPREADSHEET FOR ACQUISITIONS **** [Remote] - If not in Milwaukee / Local Area NO [Street/City/St/Zip/Phone #/Personal Email] - NH Email

New user onboarding automation sets up the user with account specifics AND when done will email from createuserreport@zywave.com. check for the email after running script (about 5 min per user) to verify it was run correctly and no errors occurred. On Work PC 1. [Open] NewHireHardware Spreadsheet [Copy] the User/Users that would like to add to the script, from Firstname to Remote N/Y 2. [Open] (with excel) S:\csvTemplates\newuser.csv [Paste] the User/Users information below Firstname,Lastname,Username,etc Paste over user information already there as that is the remnants of a previous script run. [Save] newuser.csv and [Close] Excel [Open] newuser.csv with notepad and Review [Save] newuser.csv and close notepad. On ADM03 1. [Copy] S:\csvTemplates\newuser.csv 2. [Paste to] D:\Scripts\New User\newuser.csv *** Validate data is only user(s) you are attempting to create 3. [Open] as Admin Visual Studio Code [File] -> [Open] -> D:\Scripts\New User\Create_User.ps1 - Shortcut [Check] VS Code is running Powershell Extension (Bottom Right) [Run] -> Run Without Debugging [Terminal] Screen will populate Text [Input] (AFTER CSVImport) D:\Scripts\New User\newuser.csv [Enter] [Input] SA password I got an error in the script. What do I do? The error that is most common is for the Users Mailbox not migrating correctly. We will have to migrate the mailbox manually and add the licensing ourselves. Migrate the mailbox manually Add the licensing

Log into M365 Admin Console Use your SA account. Navigate to the Exchange Admin Access Migration In Exchange Admin, go to the Migration tab. Add Migration Batch Click on Add migration batch. Enter the migration batch name (it can be anything, usually the name of the mailbox being migrated). Set the migration path to: Migration to Exchange Online > Click Next. Select Migration Type Choose Remote move migration > Click Next. Prerequisites for Remote Migration On the “Prerequisites for remote migration” window, click Next. Select Migration Endpoint Choose Zywave_OnPrem_2022 (it’s the only option) > Click Next. Add User Mailbox(es) Select Manually add users to migrate. Click in the box and select the mailboxes available to migrate. Choose your user and click Next. Move Configuration Select the target delivery domain: zywave.mail.onmicrosoft.com (it’s the only choice) > Click Next. Schedule Batch Migration Enter your email address. Ensure Automatically start and complete options are checked > Click Save. Completion Notification You’ll receive an email when the mailbox migration is complete.

During Image and profiling we rename the PC and get the end user setup for use on the Zywave network. Through the use of scripts and general setup items we are able to get the end user ready for work out of the box when they get the hardware. [PREBOOT] Bios Thunderbolt Security > User Auth [PREBOOT] Bios Thunderbolt > Boot Support Enabled Verify Functionality of Webcam and Microphone [SA] Verify** Machine Renamed - must be done in build room [SA] Verify** Hardware Inv Cycle & Machine Policy if not checking in [SA] IF dev/qa/IT Add user to group Administrators in Computer Managment on Local PC and Machine to group Local_Admin_Computer in ADM03 [SA] 256 encryption (CMD as admin > manage-bde -status) [SA] Open PowerShell ISE as ADMIN > Run c:\temp\RunSCCMActions.ps1 Update MS Store all apps > update Quick Assist Open PowerShell ISE and run > C:\temp\user setup.ps1 WAIT FOR OUTLOOK TO OPEN BEFORE PRESSING ENTER Outlook > View > Use Classic Ribbon Outlook > File > Options > Mail - disable Display desktop alert Outlook > Add Calendar from Address Book > Holidays Observed Pin chrome, Teams and Outlook to taskbar Chrome - Show Bookmarks Bar If 5570 → Disable GPU hardware acceleration in Chrome. 3 Dots -> Settings -> System -> Use hardware acceleration when available Remove Windows Store from taskbar Open CMD - gpupdate /force Run Updates in Software Center Set One Drive (NOT SHAREPOINT) to "always keep on this device" Windows 10: OneDrive - Zywave Inc Windows 11: Name - Zywave Inc Log user into Freshworks and create desktop shortcut Add User to Org Admin Use Department Information to match Product Setup Checklist - Email Manager for product confirmation Verify Sulaco for BIOS password and BitLocker key Power Settings - Lid closed when plugged in "do nothing" OneDrive is logged in and Syncing Services > Bluetooth Support Service = Automatic; Subs. Failures = Restart the service; 0 minutes Check Workplace Connection and Zywave VPN → Verify connection outside of build room Config manager points to MKE-ZYW-CM01.zywave.com Clarion Door User? Install Slack > \\zywave.com\DFS01\Setup\ClarionDoor Add Machine to SCCM Group “Partner Platform Apps” FINISHING TOUCHES / CLEANUP If Data Services → Email Engineers the user info and machine name to create production account and firewall rules If trainer install webex app and webex scheduler as well as webex video conversion tool from software center UK? → UK Keyboard (Start menu > Language Settings > Language > Preferred languages (click on English (US)) > Options > Add a Keyboard Verify** AD for Bitlocker key and in correct OU If IT - add user to IT Group in LastPass - Sue or Adam Ray If IT - add user to Confluence Spaces with edit permissions - Sue If IT - add user as administrator in Duo - Sue or Jeremy If IT - add SA alias to Duo account - anybody If IT - create SA account and ASSIGN ROLES in M365 - Sue or Jeremy If IT Analyst - create Code SixFour super user account and Intygral admin account If IT Analyst - create Dell Premier Login - Sue or Qiana