Jamie DavisJamie Davis, VP, Quality and Education

At the Safe Systems Users Conference last March, I heard lots of questions concerning Windows 7. As a response, I hosted a webinar about Windows 7 in April. I have also put together this quick checklist on how to properly setup a Windows 7 PC. I hope this checklist makes setting up a new PC easier!

  1. From **Control Panel – User Accounts – Manage User Accounts – Create a generic Local Admin account with a secure password that is documented, as the default admin account will be disabled automatically in Windows 7
  2. Set the IP address under Control Panel – Network and Sharing Center – Local Area Connection – Properties (of Local Area Connection Status) – Click Internet Protocol Version 4 (TCP/IPv4) – click Properties – Enter in IP address information
  3. Rename Computer and Add to Domain under Control Panel – System – Change Settings – Click Change on the Computer Name tab – Enter the appropriate Computer Name and Domain Reboot
  4. Set UAC to appropriate level (I suggest starting at the highest level and then work your way down until the machine can run all the appropriate software without too  many questions for the user) – In Control Panel  – Action Center – Select User Account Control (UAC) ‘Choose Your UAC level’ and move the bar up or down accordingly
  5. Enable Windows Firewall under Action Center if this is a laptop
  6. If your antivirus program can run along with Windows Defender, enable Windows Defender under the Action Center (you may have to come back and enable this after you install your antivirus program)
  7. Install NetComply agent from the NetComply website
  8. Configure NetComply settings so the machine will get the appropriate Windows Updates (see NetComply Education page for setup and configuration settings)
  9. Install Antivirus program
  10. Install all Windows patches from Microsoft’s update website
  11. Install Microsoft Office – Register – Configure Outlook
  12. Install Adobe Reader and other 3rd party programs
  13. Install Banking applications
  14. Encrypt drives if needed or if this is a laptop
  15. Test your Group Policy settings:  Disabled end points (CD/USB drives), screen saver lock out set, etc.
  16. Change Power settings under Control Panel – Power Options- Set to NOT Hibernate so that machine can be updated after hours
  17. Add Printers from Control  Panel – Devices and Printers
  18. If you want to image or backup the machine regularly, set this up when the computer is ready to be delivered to the end user.
    1. To image the machine, go to the Control Panel – Backup and Restore – Create a System Image.  Have an external hard drive available to save this image to.  This will beneficial if the computer crashes or gets a virus later on
    2. To create a backup job, go to the Control Panel – Backup and Restore – Create a backup job to back up to the user’s home folder.  Select the specific folder(s) to save (i.e.: Documents).  Have the machine backup on a regular basis.  NOTE: Only do this if the user is likely not to save files to their Home directory already.  Otherwise, you may end up significantly increasing the amount of storage space used on your servers and backups
  19. Other potential settings:
    1. Schedule Disk Defragmentation to run weekly in off hours by  clicking Start – Programs – Accessories – System Tools – Disk Defragmentor
    2. Pin popular programs to the taskbar for users by opening the program – right click the icon on the Task Bar – Click Pin this program
    3. Setup Gadgets under Start – Programs – Desktop Gadget Gallery for Weather, Stock, Date/Time, etc. to avoid having the user download free ware for this purpose

One comment

  1. Good post, Jamie!

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