EC Payee Services (ECPS) - New Workstation Setup

Overview

1. Determine if this is a workstation they need BizCare on, or not:
   1. Each employee has a "primary computer" and any number (or zero) additional computers. Only the primary computer receives BizCare coverage
   2. If this computer is replacing a previous primary computer, remove that one before adding this one
2. We do not support non-primary computers under BizCare, but we are happy to service them at our standard hourly rates

New employee vs new workstation for existing employee

Determine if you are configuring the workstation for a new employee, or an existing employee that is getting a new workstation.

If this is for a completely new user, follow all the steps listed below according to primary vs non-primary computer. If this is an existing user, you do not need to create a new domain user, RPM user, and you do not need to send the Onboarding packet.

1. Primary computers:
   1. Install the BizCare agent
   2. Add a domain user to VS-ECPAYEE-AD (see below)
   3. Create a desktop shortcut on their primary computer for Remote Desktop to the server (see below)
   4. Create a new RPM User (see below)
   5. Send the user their Onboarding Packet
2. Non-primary computers:
   1. Add a domain user to VS-ECPAYEE-AD (see below)
   2. Create a new RPM User (see below)
   3. Send the user Onboarding Packet

Create RDP Shortcut

Follow instructions in their RDP Guide: Google Drive Link

Notably, the login username must be ECPAYEE\username such as ECPAYEE\jbaker when logging in via RDP, otherwise the credentials will be rejected.

Add printers

Any printers that were present on the old machine being replaced (or, if this is a new workstation entirely, any printers they request) should be added to the computer. When the user connects to their RDP session, this printers will be forwarded to the remote session and available for printing from the server.

Add domain user to VS-ECPAYEE-AD (New Employee only)

1. Via ScreenConnect, connect to ECPS-Cloud-Server
2. Open Hyper-V Manager
3. Double-click on "VS-ECPAYEE-AD"
4. Login with our domain admin account (see PCRT)
5. Open Active Directory Users and Computers
6. Navigate to ecpayee.local --> ECPAYEE
7. Add a new domain user in the form "first initial, last name" e.g. John Doe would be jdoe
8. Add the new user to the "Remote Desktop Users" group
9. Create the user with a random temporary password

Take note of the random temporary password, as you will need to provide this to the new user in the Onboarding Packet.

Create a new RPM User (New Employee Only)

TBD: We currently do not have insight into how to create a new RPM user. Update documentation when you do it for the first time.

Send onboarding packet (New Employee Only)

Using the ticket system, send the user an onboarding packet (if this is a new employee). Use the following template:

Subject: EC Payee Services Server Onboarding

Body:

Important Logins

• RPM
  • Username:
  • Password:
• Remote Desktop (Server)
  • Username:
  • Password:

Onboarding Packet

The onboarding packet is updated regularly to contain the latest onboarding information for you. It can be accessed at this Google Drive Link.