How to add a user

Create the account

These steps will add the user into the Windows system so they can sign in on any computer and will configure their icExchange account so they can send and receive email.

1. Collect First and Last name for user. Identify email address and password to be used.
2. No birthdate needed, 2FA will be not required for in office computers.
3. Go to icExchange – http://www.icExchange.info
4. Click Links in the upper-right corner
5. Click the link to open your Admin Control Panel
   1. Click Users → Create User
      1. Select Exchange
      2. Generate a temporary password or use pre-determined password
         • Copy it to notepad
         • Do not set it to require a change at first login
      3. Send password to current manager
6. Sign in to the appropriate server
   1. Open Active Directory Users and Computers
      1. Add the user in the Employees container
      2. Set the user’s domain to @thePriceCompany.com
      3. Set the password to the one generated by icExchange
      4. User must change password at next logon
   2. Open the user’s properties
      1. Set the Phone number and the room number
   3. Open the Task Scheduler (if they will be signing in within 30 minutes)
      1. Run Synchronize all Employees (I have not been able to find this task)
7. Return to icExchange
   1. Click Services → Directory Link
   2. Click Select Object across from newly created user
   3. Select User and click Link

Office & Elevate

These steps will provide the user with all of the remaining communications features (i.e. telephone, text, online meeting, etc.) as well as a license for Microsoft Office. This section can be skipped if the IP phone system is not yet active.

1. Go to icExchange – http://www.icExchange.info
2. Click Links in the upper-right corner
3. Click the link to open your Admin Control Panel
4. Open the Elevate configuration applet
   1. If needed, add a license
   2. Open users and view the list of users without Elevate
      1. Assign a license
      2. Ensure the Caller ID is set to the correct office
   3. Open Devices
      1. Assign to user
      2. Ensure E911 address is set to the correct location
      3. Copy phone settings from another phone
5. Go to Services → Office Apps
   1. Change the filter from All Users to Users without Office 365 account
   2. Select the user and assign a license
      • Purchase additional licenses when needed

Scanning from Copier

1. Create Scans folder on \priceserver\public\DOCS\<Username>\Scans
2. Create Template on Copy machine for the user and test operation
   1. Template name = Samantha_Scans
   2. Select Agent = Scan & Save as file
   3. Button name =Samantha
   4. Caption1 = Samantha
   5. Caption2=Scans
   6. Automatic Start = Samantha=Disable, Rhonda=Enable, Bonnie=disable
   7. File Format = Samantha, Rhonda=PDF (Multi)
   8. Encryption=Disable
   9. Destination aka Network Path = \\priceserver\public\DOCS\Samantha\Scans
   10. File Name=DOCMMDDYY (MMDDYY is a date)
       1. User name Pre-Windows 2000 name ie: SamanthaV & pw
   11. Preview = Off
   12. Single/2-Sided Scan = Single
   13. Color Mode =Black
   14. Resolution = 600dpi
   15. Compression = Null
   16. Original Mode = Text

VPN Connection

1. These steps can be skipped for employees who will not connect remotely.
2. Open icRouter.office.thePriceCompany.com
3. Sign in as an admin user
4. System → Access → Users
   1. Click the cloud icon in the upper-right corner
   2. Select the new user
   3. Edit the user
      1. Create a User certificate
         1. Method: Create an internal certificate
         2. Certificate authority: OpenVPN CA
         3. Key Length: 4096
         4. Digest algorithm: SHA512
         5. Lifetime: 3970
      2. Add them to the “users” group
5. VPN → OpenVPN → Client Export
   1. Export type: File only
   2. Click the cloud next to the user to download their configuration file
6. Sign into this site
   1. Go to the icRouter menu and choose upload
   2. Select the ovpn file and press upload

In user’s profile

The following items must be performed on the user’s primary computer and on any remote desktop server the user will use. All computers in an office will share the configuration of the primary computer so it is the only one that needs to be done.

1. Authorize Office
   1. See How do I authorize my Office?
2. Launch Outlook and configure email
   • Select Exchange from the list of mail server types on the “Advanced setup” page
   • When prompted to “Allow this website to configure <emailaddress> server settings” select “Allow”
   • Enter the current Microsoft account Password for the user & select Remember my credentials
   • Remove the checkmark for “Set up Outlook Mobile on my phone” unless that is desired
3. Update the C558 printers (This section may be edited or retained but is currently not applicable)
   • Open settings and search for Printers & Scanners
   • Click on the Konica Minolta C558 and press Manage
   • A pulldown list will switch between the black/white and color C558
     • This will only appear if the user has access to the color C558
   • Click on Printer Preferences
   • Open the Basic tab and press the authentication/ account track button
     • For the BW printer, set the user authentication to Public User
     • For the Color printer, set the user authentication to Username=color and enter the password provided by Gerry
4. Sign in to Elevate
   • See Phone System

Datair

1. Add Client Manager shortcut to desktop
2. If unable to login to Client Manager as any user then do the following
   • Edit c:\users\<username>\AppData\Local\VirtualStore\Windows\datair.ini
   • Change line in [Common] section to read
     • DataPath=\PriceServer\AppsData\datair\database (alternative DataPath=P:\datair\database\)
   • If there is a security warning when launching Client Manager then do following
     • Control Panel > Internet Options > Security > Local Intranet > Sites > Advanced
     • Add website to the zone server.office.thepricecompany.com