HP Agent-Desktop-Laptop Computer User Manual
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009
Agent Desktop / Laptop Installation Instructions
Version 2/12/2009
NOTE: There are several steps in these procedures where the machine can be corrupted,
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 and additional delays in
replacement or restoring service to your office.
The Reload / Re-image CD / DVD is required only for Reloads. No other
CD / DVD or Floppy Disk is required to complete these procedures.
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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Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009
Summary of Changes
Version Changes
9/20/2007
10/16/2007
10/30/2007
• NC6400 Laptop is incorporated
• Install the DVI / VGA adapter for HPDC7700 desktops
• Updates to the Agent Drop Sheet (Appendix C)
• Illustrations on Page 13
• Critical Note: “Peripherals are attached and working properly” – Page 21
• Section breaks added for readability
• Numbering of steps for readability
• NC6400 requires a new docking station/Kensington cable
• Automated Backup / Restore—removed backup steps for workstations where the new process is
implemented
• The WKSBKUP folder is new with the Automated Backup Restore
• The Automated Backup Restore is effective when the WKSBKUP folder
• is present
• Updated the Agency Support Hotline (Second Level Support) name to their new area name,
Agency Technology Support
• Added hardware listings to SIU for Kodak i210 and HP 7780 MFD
1/03/08
2/20/08
• Emphasized the need to shut down the computer in Section 3 - Part 2 - Step 16 “Tailoring and
Catch-up,” followed by new, additional Steps 17 and 18 (Page 18)
• Added NC6910 and DC7800 – Added references throughout document for new NC6910 laptop and
DC7800 desktop models.
3/25/08
4/7/08
• Updated Appendix C: Agent Drop Sheet – Leave with Agent
• Due to new edits, page numbering has changed from the previous edition.
• Incorporated verifying with the agent / agent staff that all their data was properly restored (Page 20).
• Within Section 2,
o Completed changes so that certain steps were bolded and underlined for clarity
o Edited steps to add clarity within the Hardware sections
• Within Section 3,
o Changed AGCY and ASD domain entry for clarity
o Indicated where the server name is located (Page 17)
• Within Section 4,
o Clarified that MFD = Multifunction device
• Within Section 5,
o Provided the steps to follow for verifying NECHO print requests to the network printer
• Added Section 6 - Provided instructions for mapping drives for AS / TS Installers
• Appendix A: – Referred AS / TS Installers to Section 6
• Appendix B: “Type of Load” notation: reloads are not permitted in the field at this time.
• Deleted “Appendix C” page title – the last page is now titled “Agent Drop Sheet – Leave with
Agent” (page i)
• Page 5: Changed steps to backup process. Must be run on
• Page 19: Updated device list and defined SIU wording.
• Page 20: Added process to notify AETS if restore does not run properly.
all installs now.
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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Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009
Version Changes
1/12/09
2/12/09
In Section 3, part 1 “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.
All Sections
• Removed T43 steps
• Removed NC6400 references
• Removed Appendix B: In Office Reload Process
• Section 3: Part 2, Step 13: Added Restore Data steps for workstation replacements
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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Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009
Table of Contents:
Section: Title: Pages:
1 Data Backup Process 5-8
2 Hardware Setup (New / Break-Fix / Move) 9-12
3 Workstation Installation Part 1 (Customization) 13-15
3 Workstation Installation Part 2 (Tailoring and Catch-Up) 16-17
4 Peripheral Installation / Move (Self-Install Utility) 18
5 Office Verification (Agent/Staff 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 activities. Use the
checklist box in the table to check ( 9) the installation activities that you complete.
Note: AS / TS installers review Section 6 and use these steps for workstation logon.
Type of Activity Use Sections and Appendix
Listed
1 2 3 4 5 A B C
9
Break Fix / Replacement X X X X X X
New Install X X X X X
Agent Move X X X X X X
Peripheral Moves X X X
Office Reassignment X X
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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Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009
Section 1 - Data Backup Process
These steps must be performed prior to replacing or reloading a workstation, unless the system is unable to
be powered on or properly booted and logged into.
This section may be skipped if you are performing an Agent Office Reassignment or Peripheral Move. For
these two efforts, open to Section 4 for Peripheral Installations or Appendix A - for Office Reassignments.
Step 1: Backup My Documents
In the event of an error during any of the backup steps, or if the backup cannot take place,
immediately contact Agency Technology Support (877-766-6371 Option 2, Option 3,
Option 3).
Close all applications and windows prior to starting these steps.
The agent / staff or primary user of this system must be logged on for the following steps in Section 1
1. Click “Start” and locate MY DOCUMENTS – A new window should open with the 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 Documents
folder is on the server.
Step 2: Create Reload Backup Folder
1. Click “Start” and then “RUN”
2. Type: H:\ and click “OK” – A new window should open with the contents of H: drive. Within the window, right click
and select “NEW,” and then “FOLDER”
3. Click on “NEW FOLDER” and press “F2” to rename it
4. Change the name to “ReloadBACKUP”
5. Open this folder
6. Within the window, right click and select “NEW” and then “FOLDER”
7. Click on the NEW FOLDER and press “F2” to rename it
8. Change the name to “Desktop”
9. Within the window, right click and select “NEW” and then “FOLDER”
10. Click on the NEW FOLDER and press “F2” to rename it
11. Change the name to “Favorites” and press “Enter”
12. Within the window, right click and select “NEW” and then “FOLDER”
13. Click on the NEW FOLDER and press “F2” to rename it
14. Change the name to “Quicken” and press “Enter”
15. Within the window, right click and select “NEW” and then “FOLDER”
and press “Enter”
and press “Enter”
Agent Desktop / Laptop Installation Instructions
FOR INTERNAL STATE FARM USE ONLY
Contains CONFIDENTIAL information which may not be used without express written authorization.
- 5 -
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009
16. Click on the NEW FOLDER and press “F2” to rename it
17. Change the name to PSGWIN and press “Enter”
18. The RELOADBACKUP folder should now contain four folders named: Desktop, Favorites,
Quicken, 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. Click “Copy”
11. Click on the window containing H:\RELOADBACKUP\DESKTOP to bring it to the front.
12. Click “Edit”
13. Select “Paste”
14. You will see the files start to copy over to the folder.
15. Once complete, press the “Back” arrow button at the top of the window.
Agent Desktop / Laptop Installation Instructions
FOR INTERNAL STATE FARM USE ONLY
Contains CONFIDENTIAL information which may not be used without express written authorization.
- 6 -
Agent Desktop / Laptop – New or Replacement Installation Instructions Version 2/12/2009
Step 4: Backup Favorites
1. In the H:\RELOADBACKUP folder, open the folder Favorites folder
2. Click on the window with the users’ alias\ (desktop) folder open
3. Click the “Back arrow” button at the top of the window
4. Locate the users’ folder “FAVORITES” and double click on it
5. Click “Edit” to activate the drop down menu
6. Click on “Select All”
7. Click on “Edit” (again)
8. Click “Copy”
9. Click on the window containing H:\RELOADBACKUP\Favorites to bring it to the front.
10. Click “Edit”
11. Select “Paste”
12. You will see the files start to copy over to the folder
13. Once complete, press the “Back arrow button” at the top of the window.
Step 5: Backup Philibert
1. In the H:\RELOADBACKUP folder, open the folder PSGWIN folder
2. Click on the window with the user’s alias\(favorites) folder open, and close the wind ow
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)
12. Click “Copy”
13. Click on the window containing H:\RELOADBACKUP\PSGWIN to bring it to the front.
14. Click “Edit”
15. Select “Paste”
16. You will see the files start to copy over to the folder
17. Once complete, press the “Back arrow button” at the top of the window.
Step 6: Backup Quicken
Ask the agents or staff members if they use Quicken on this machine. If not, continue to the next step of the reload /
install process.
If the agent or staff members use Quicken on this machine, open the Quicken program and have the BP open their
data file. Click on “File,” look at the recently accessed files list, and make note of the path that contains a check mark.
If it is located in their My Documents folder, then make note of the path and move on to the next step.
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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