New/Replacement PDR Computer Setup

Please reach out to ITSD to perform all the steps below for a smooth transition:

1. Document the OS Version

• Note the Operating System version in the ticket for record-keeping purposes.

2. Install Required Software

• Five9 Softphone: Download and install the Agents (Windows/Mac) Installer for the Five9 softphone application. → Five9 CRM Integrations

• Coro Security Software: Install → Coro Security Software

3. Configure Microsoft PDR Credentials

• Set up Microsoft PDR credentials.

  • Verify successful connectivity to the work account.

4. Verify Work Account Access

• Link the MS PDR credentials to the user account settings.

5. Install and Configure Venn

• Install the Venn application.

  • Complete any required configuration steps. → Venn Workplace

6. Set Up Chrome and Google Tools

• Sign in to Chrome: → How to Sync Your PDR Email in Chrome from Venn Workplace

• Install Google Chat Standalone App:

  1. Sign in to chat.google.com.
  2. To install the app on your computer, try one of these methods:
     • At the top right of Google Chrome, in the URL bar, click Install   Install.
     • At the top right of Google Chrome, click More   Install Google Chat.

7. Configure Office 365 Applications

• Assist the user in logging into Microsoft Office Portal.

• Download and install Office applications.

8. Update the Operating System

• Run Windows Update to ensure the system has the latest patches and security updates.

  • Reboot if required after updates.

Verification and Final Steps

• Test all installed software and logins to ensure proper functionality.

• Notify the user when the setup is complete and provide basic usage guidance if needed.