Procedure for setting up a new BizCare Client after contract has been signed. For an overview of the BizCare process from start to finish, see Procedure - New BizCare Client Lifecycle.

Procedure

Create group in PCRT

If the client does not already have a group configured in PCRT, create one now:

1. Login to PCRT
2. Click on the left menu in the navigation bar at the top (the one with the store name) and click on Groups.
   1. Creating, viewing, and modifying groups is protected by a system permission. Ask a system administrator for access.
3. First, search for a group to make sure one does not exist. If one does not, click “Create New Group”.
4. The Group Name should be the company name.
5. Create the group. On the Group page, click “Edit Group” and fill in basic contact information.
6. Attach a copy of the signed BizCare proposal and contract named “Signed BizCare _ Proposal MM/DD/YYYY” and “Signed BizCare __ Contract MM/DD/YYYY”, respectively.
7. If you already have a list of assets that will be added to the BizCare plan, add the assets now according to the “Create assets in PCRT” subsection below.

Create Connectwise Automate (Labtech) client

Create Webroot group

1. Login to Webroot Console at https://my.webrootanywhere.com
2. On the Sites page, click the “+” button to create a new site
   1. Set as an External site
   2. Use a rough estimate of the company size, doesn’t have to be precise
   3. Choose “Other” for the Industry
   4. Annual Billing Cycle
   5. Billing Date: Start of BizCare contract (when the contract was signed)
3. Assign all admins to have admin access to this site
4. Endpoint Protection:
   6. Seats: number of BizCare clients to be installed
   7. Keycode type: full
   8. Default Endpoint Policy: Recommended Defaults
   9. Include Global policies and overrides should be checked
5. Enable SecureAnywhere DNS for BizCare Plus and Premium plans. Use Default protection.
6. Finish

Take note of the Site keycode after the site has been created, it will be used when creating the client in Labtech.

Create Client in Labtech

1. Login to BizCare server
2. Login to Labtech (BizCare Control Center)
3. On the Clients list, right click on “Clients” at the top and click “Create Client”
4. Provide company name and contact information. The remaining options can be left at default settings.
5. “Create” the new Client. The Client window will refresh with more tabs along the top.
   1. Passwords: Add a upccadmin account with a new, randomly generated password. Save this password in the Group Credentials section of PCRT as “Labtech Admin”. This account will be used on all computers at the location.
   2. Webroot: Enter the Webroot site keycode from the previous section and enable auto deployment. Save Changes.

Create Location(s) in Labtech

After the client is created, at least one location must be created before devices can be added to the client. If there is only one location, use “Main” as the location name.

1. From the Client list on the main Labtech dashboard page, right click on the new client and click “Create Location”.
   1. Deployments & Defaults:
      1. Maintenance Window: Everyday Maintenance
      2. Default Group for new Agents: All Agents
      3. Login to use for Administrator Access: upccadmin
      4. Template to include in deployment package: Managed 24x7
   2. Done, click Create.
2. After the location is created, the Location window will refresh with more tabs.
   3. ThirdWall: Choose the appropriate ThirdWall Profile from the Security Overview screen. BizCare Plus and BizCare Premium receive the same ThirdWall protection.
   4. Click Apply Profile, apply to “This Client”.
3. Done

(Optional) Setup CareDrive backup

If the customer has also signed up for a BizCare Backup plan, set that up now. Follow instructions in Procedure - Setup CareDrive.

Schedule onsite or remote for initial setup

Prior to commencing the onsite or remote appointment, download and have ready the following:

• The signed BizCare contract, for reference
• An installer for this customer (get from https://manage.mybiz.care). Use the MSI installer for Windows. Have a Mac installer ready as well if BizCare will be installed on a Mac.
• An installer for CareDrive, if this customer has a BizCare Backup plan.

Initial Setup

Start by having the customer point out each of the computers that will be added to the BizCare plan. For remote setups or onsite setups with remote assistance, connect each of these computers to a temporary ScreenConnect session (Procedure - RemoteCare/ScreenConnect Setup). For onsite setups, take note of the computer names (or what the customer calls them such as “Front Computer” or “Office Mac”).

Create assets in PCRT

1. Navigate to the group in PCRT for this customer.
2. Scroll to the bottom, of the Assets/Devices tab and use the “Mass Add Assets/Devices” section.
3. Create a new asset for each computer being configured. Set the name to the name of the computer you gathered earlier (for onsite setups) or to the name of the actual computer (for remote setups). The make/model can be generic (“Dell Laptop”) if full model information isn’t readily available.
4. Click “Add Assets/Devices”
5. Done

Install clients

Install the BizCare client on each computer. The installation will happen in several steps:

1. Copy the installer to the computer and run it
2. Installer will run and complete (est. 1-2 minutes)
3. The Labtech tray will appear in the System Menu with a green Labtech icon (a green silhouette of a head and shoulders) while it configures. (est 5-10 minutes)
4. The Labtech tray icon will be replaced with our tray icon -- the UPCC logo in a black gear.
5. If Webroot auto deployment was configured during Labtech setup, Webroot will be automatically installed.

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(Optional) Install CareDrive

If the customer signed up for a BizCare Backup plan, install the BizCare clients at this time. Follow instructions in Procedure - Setup CareDrive.

Additional Information

If any additional information would benefit this policy, place it here. This is a place for information that is not quite necessary to complete the procedure but that may be of assistance for edge cases, or for information that may provide a better understanding of the procedure.

References

“BizCare Support” PDF for customers

Procedure - New BizCare Client Lifecycle

Procedure - Setup CareDrive