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Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009

Agent Desktop / Laptop Installation Instructions

FOR INTERNAL STATE FARM USE ONLY

Contains CONFIDENTIAL information which may not be used without express written authorization.

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If the machine fails to sync, you may get the following screen:

•

Check the date and time for accuracy. If correct, click “Yes.” If incorrect, click “No,” and adjust the date
and time in the BIOS.

•

Machine will reboot – If you get this message a second time, click “YES.” To enter the BIOS, Press F10
on the DC7100/DC7600/DC7700 /DC7800 while booting. Time/Date cannot be set in the BIOS on
NC6910.

2. The Workstation will join the domain, and then it will reboot automatically. Log back in and continue with the

WCU processing below.

3. If “WCU Process Is Now Complete” screen appears, click “OK.” The machine will reboot, and you will proceed to

Step 7.

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Содержание Agent-Desktop-Laptop Computer

Страница 1: ...orrupted which will cause significant impact and delay to the install of the machine Follow these instructions very carefully The following pages are to be followed by State Farm approved Installers or CEs only Agents and staff do not have security access to perform these steps Attempting to follow these steps if you are not a qualified Installer CE may result in damage or corruption of the system...

Страница 2: ...ring and Catch up followed by new additional Steps 17 and 18 Page 18 2 20 08 Added NC6910 and DC7800 Added references throughout document for new NC6910 laptop and DC7800 desktop models 3 25 08 Updated Appendix C Agent Drop Sheet Leave with Agent 4 7 08 Due to new edits page numbering has changed from the previous edition Incorporated verifying with the agent agent staff that all their data was pr...

Страница 3: ... Workstation Installation Customization Under step 2 Enter Machine Name If this is a replacement system use the WAWxxxxx name from the machine you are replacing Updated this step to Enter new workstation name from label provided with the new laptop desktop Any other references that reflected this change were updated 2 12 09 All Sections Removed T43 steps Removed NC6400 references Removed Appendix ...

Страница 4: ...f Logon 19 20 6 AS TS Installers Guide to Map Network Drive 21 Appendix A Agent Reassignment Agent Moves 22 Agent Drop Sheet Leave with Agent 23 The table below lists the types of install activities and sections within this document where you will find specific installation instructions Please use this table to determine the Section number you will need to follow to perform the installation activi...

Страница 5: ...e contents of My Documents 2 Click Edit at the top of the windows and click SELECT ALL 3 All files within the window should be highlighted 4 Click Edit and select COPY 5 Click Start and then RUN 6 Type H and Click OK A new window should open 7 Click Edit at the top of the windows and select PASTE This will initiate the first step in the back up process Verify the latest copy of the user s My Docum...

Страница 6: ... and PSGWIN Step 3 Backup Desktop 1 In the H RELOADBACKUP folder open the folder Desktop folder 2 Click on Start and then My Computer 3 Double click on C drive 4 Double click on Documents and Settings 5 Locate the users alias example A1234 and double click on it 6 Locate the Desktop folder and double click 7 Click Edit to activate the drop down menu 8 Click on Select All 9 Click on Edit again 10 C...

Страница 7: ...der PSGWIN folder 2 Click on the window with the user s alias favorites folder open and close the window 3 Click on Start and then My Computer 4 Double click on C drive 5 Double click on Documents and Settings 6 Double click on All Users 7 Double click on Documents or Shared Documents 8 Double click on PSGWIN 9 Click Edit to activate the drop down menu 10 Click on Select All 11 Click on Edit again...

Страница 8: ... for their PFA Some agents keep multiple copies of older Quicken files on their machine as well Follow these steps to locate and store them 1 Click on Start 2 Click Search 3 Click on All Files and Folders 4 In the All or Part of the File Name box type QDF 5 In the Look in box make sure that it shows Local Hard Drives C 6 Click Search 7 Once the search completes a list of Quicken files will appear ...

Страница 9: ...The CE must wear a static strap before opening any workstations for any reason DESKTOP MODELS DC7100 D7600 DC7700 DC7800 Steps Prior to Powering up Machine NOTE These models of workstations should be placed on the desk and on the floor only as a last resort NOTE The HP Compaq DC7700 is the only model that uses the DVI VGA adapter which must be installed so the monitor connects to the expansion car...

Страница 10: ...deo port NOTE The HP Compaq DC7700 uses a DVI VGA adapter which must be installed so the monitor connects to the expansion card and not the onboard video 3 Connect the keyboard mouse and headphones to the proper ports on the back of the system These ports are color coded The mouse connects to one of the USB ports 4 Connect the network cable to the onboard Ethernet port 5 In the back room where the...

Страница 11: ...pers inside the monitor stand box c Remove the bottom tray of the monitor stand d Put the two Velcro strips on the back of the monitor stand e Insert two of the angled pieces that are shipped with the monitor stand into the two middle slots of the monitor stand bottom tray f Place the tray in the monitor stand Note Always lift the docking station by the main body never lift it by the front tray 2 ...

Страница 12: ...he docking station Insert the Kensington security cable as shown and then re attach the cover You will have to remove the filler piece to re attach the security cable cover 6 Place the Docking Station with the attached Kensington cable on the desk a Connect the power cord to the docking station b Plug the network cable into the Ethernet port in the back of the docking station c Plug in the externa...

Страница 13: ...erformed on each computer Note The machine does NOT require you to logon for the next steps Do not attempt to logon during the steps in this section 1 Power on the workstation and the Workstation Customization Utility screen will appear You will see a box Old Virus Definition Box click Close 2 Enter workstation information Enter new workstation name from label provided on the new laptop desktop Se...

Страница 14: ...and time for accuracy If correct click Yes If incorrect click No and adjust the date and time in the BIOS Machine will reboot If you get this message a second time click YES To enter the BIOS Press F10 on the DC7100 DC7600 DC7700 DC7800 while booting Time Date cannot be set in the BIOS on NC6910 2 The Workstation will join the domain and then it will reboot automatically Log back in and continue w...

Страница 15: ...messages that may occur during this step 1 The Security on this machine has not been set correctly Click OK 2 Would you like to attempt to reapply workstation security Click Yes This will be allowed three times before Message 3 is displayed 3 Do you want to attempt a rejoin operation Click Yes If any errors or other screens appear after this one you will need to perform a MANUAL MOVE Please call A...

Страница 16: ... automatically open Locate a file named echodata Dat right click on it and select Copy 6 Click on Start then Run 7 Type C Prod Util and click OK 8 In the C Prod UTIL folder right click any blank area in the right of the window and select Paste 9 While keeping this window open find and double click on AGTREGSET EXE This will initiate the Registry Settings for Agent Workstation screen to appear 10 E...

Страница 17: ... SMSCatchup exe and then click OK The server name is located on the outside of the server 16 Click YES on the SMS Catch Up Issuance Process Window This program will install the software needed for this workstation without interaction Note this process may take 40 50 minutes to complete When the SMSCatchup program completes you will know if the installation was successful or not If the installation...

Страница 18: ...et 7410 All In One Device HP DeskJet 6540 Desktop Printer HP DeskJet 6940 Desktop Printer HP DeskJet 450 Portable Printer HP DeskJet 460 Portable Printer PDA iPaq rz1710 PDA Keyboards Manual install use SIU manual steps below SIU is not needed for the following plug and play devices ePad Signature Pad select offices only The HP 618 M307 and Fuji A205 digital cameras are plug and play If questions ...

Страница 19: ...e prepared to provide the bar code and serial number of the old system Wait for Agency Technology Support to confirm all folders have been renamed before continuing Have the user log on For replacement workstations a window may appear stating Your Data is being Restored This may take up to 10 minutes based on the amount of data on the original workstation If the user is not in the office follow th...

Страница 20: ...ws UNKNOWN have them clear that field and enter in the server name for that office Example Beginning of Day Workstation WASXXXXX To change the printer replace the Beginning of Day Workstation name to the printer they intend to use to print Example If the computer name is WAWXXXXX they will replace whatever name is listed with the new computer name to set the prints to go to the workstation printer...

Страница 21: ...STATEFARM Domain Your AI AE userid password must be 14 characters long You must manually map the H N and S drives when logging into a server or a laptop 1 To map a network drive Click Start and Right Click on My Computer and select Map Network Drive 2 Select the proper drive letter for the drive you are mapping 3 In the Folder space enter the server name of the agent server in the office and folde...

Страница 22: ...in in all states including California and then log onto the computer with your userid and password NOTE AS TS Installers Only See the Instructions in Section 6 for information regarding your User ID and how to map the drives needed to continue with the installation of this workstation 3 Click Start Run and type C Prod Util AgtRegSet This will initiate the Registry Settings for Agent Workstation sc...

Страница 23: ...ocated on this computer Click Next D On the left side of the Open Quicken File window click My Documents Double click the Quicken folder E Select your Quicken file for example QDATA PFA or BUSINESS Click OK Additional Quicken information is available on the ABS web site under Office Administration Job Aids Quicken 2007 Job Aids Problems or Questions Contact the ISC if you have any problems or ques...

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