Windows Setup

About this document

This document details the steps required for you to setup your Windows device. The document will guide you through enrolling your device, setting up your user account and information on how to obtain software.

Contact Details

Should you have any issues or questions throughout this process please feel free to contact us on the following number:

Infrastructure Team: + 44203 443 9870

User Credentials

Your username is in the following format: firstname.surname@orgvue.com.

Guidelines for password complexity mean your password must consist of the following:

Minimum of 12 characters.

Must not contain any part of your username.

Contains an uppercase letter, lowercase letter, numeric, and special character.

TIP: Choose a memorable passphrase for example a sentence or set of song lyrics.

Your email address is in the following format: firstname.surname@orgvue.com.

Onboarding your laptop

Initial Setup

Before you begin, make sure you have the Microsoft Authenticator app installed on your mobile device.
Once you’ve unboxed your new device, connect it to a power source and turn it on to start the setup process.

Select your Country/Region
You will then be prompted to choose your keyboard layout and language preferences. (You will also be asked if you wish to add a second keyboard layout, please select the options relevant to you)
Next you will be prompted to connect to your WIFI network, choose the network and enter the password before clicking ‘Continue’
Once your laptop establishes a connection to your WIFI network your device will check for any required updates and may perform a restart.
(Please note this can take up to 5 minutes to download the required updates, a short wait is to be expected at this step…)
You will then be prompted with a ‘Welcome to orgvue!’ screen asking for your email address where you need to enter your Orgvue email address in firstname.surname@orgvue.com format.
You will. Then be prompted to enter your password and click ‘Next’

You will then be taken to ‘Setting up your device for work’ screen This will take 15-20 minutes to complete. (This is where your device configuration, applications and setup is performed)
Next you will be asked to sign into your device, your username will be in firstname.surname@orgvue.com and your newly created password. An account Setup wizard will run for a few minuites to finalise account setup on the device.
The final step of the setup wizard is to configure ‘Windows Hello’ this is an alternate way to sign in to your device by using a pin instead of a password. To set this up click ‘Yes, set up’

You will then be given further information about the ‘Windows Hello’ service, click ‘Ok’ to proceed.

Next you will need to set your facial recognition and pin this is what you will use to login to your device instead of your password moving forward.

Once created you will get an ‘All Set’ message confirming your Windows Hello was successfully setup.

You will then be taken to your Desktop where you can proceed with setting up MFA as detailed in the section below.

MFA SETUP

We pre-configure your MFA for the setup process using your mobile number to receive a text message for authentication. However, moving forward this is not the most efficient way to manage Multifactor Authentication Requests.

Instead, you can set this up to receive a push notification via an App we recommend the Microsoft Authenticator app for the most seamless experience. However, we understand you may prefer an MFA app you are currently using and can enrol there if you wish.

Firstly, you will need to open your browser ‘Microsoft Edge’ and navigate to https://mysignins.microsoft.com/security-info
You will see your Mobile is the only option listed:
Select ‘Add Sign-In Method’ and select ‘Microsoft Authenticator’ (You will need to select this even if you wish to use another MFA App)
Ensure you have the Microsoft Authenticator app installed on your phone. (If you want to use another app select ‘I want to use a different authenticator App’)
Once you’ve pressed next, you’ll get prompted by the following screens. If you press next until you must scan the QR Code.
On your phone open the Microsoft Authenticator App and select ‘Work or school account’, from here you can scan the QR code and your authenticator app will have the email address and authentication key with it. (If using another app just scan the QR Code)
Click Next and you will be sent a test notification to confirm this is setup (If using another app will need to enter the OTP shown in the app)
From here you’ll be prompted to test the authentication to confirm that it is active. You will need to press next when prompted as the images below demonstrate and you will get notified within the authenticator app on your phone.

Enter the number shown on your laptop and click Yes. You will then get a confirmation setup is complete, you can then close the Edge window you have open on your laptop and all authentication requests will now be sent via Push Notifications to your app.

Setting Up Microsoft Applications

Setting Up Microsoft Outlook

Click the Start Menu and search for Outlook (You will be presented with two options Outlook or Outlook Classic. This is personal preference which desktop client you choose to use.).

Once you open Outlook for the first time you will be prompted to setup an email profile, confirm your email address is correct this should be firstname.surname@orgvue.com then click ‘Connect’ Outlook will then begin to search for your email settings (this can take a few minutes) you may be prompted to enter your login password at this stage. Once these steps have completed and you click ‘Done’ Outlook will then open and start downloading your emails.

Setting Up Microsoft Teams

Microsoft Teams is our main method of communications. This is for Instant Messaging, Meetings, Calls and Video Conferencing. To Setup Teams please follow the steps below:

Click the Start Menu and search for Microsoft Teams
After opening the Teams application, you will see your email address present you can click on this and you will be prompted to authenticate with your password and MFA. This will then sign you into the Teams application

We have a full Microsoft Teams guide published on the IT Support portal for your reference for further information.

Setting Up Microsoft OneDrive

We Microsoft OneDrive as our file storage system here at Orgvue, when signed into the client on your laptop the following directories will be backed up automatically: Desktop, Documents. To sign into OneDrive please follow the instructions below:

Open Microsoft OneDrive by using Clicking the start Menu and typing ‘OneDrive’
After opening the OneDrive application, you will be prompted to authenticate with your email address in firstname.surname@orgvue.com format. You will then be prompted to authenticate with your password and MFA . You will then be presented with a short Microsoft introduction to OneDrive you can navigate through by clicking ‘Next’
After you have successfully signed into OneDrive you will be taken to your OneDrive folder, this is displayed in the Explorer pane on the left and is identified by OneDrive. Here you will see all your OneDrive content anything in these folders will automatically be synced back to the cloud. You can create additional folders here too.

Setting up SharePoint

OneDrive is used for personal storage: work-related files that you create and work on yourself and sometimes share with others. SharePoint is used for shared storage: work-related files that are meant to be collaborated on, or viewed, by your group upon the file's creation.

You may wish to Sync your departments content locally to your device to locate frequently used files easier and work on these and have them update in real time. To do so please follow the instructions below:

Open Microsoft Edge
Navigate to https://myapplications.microsoft.com (You should be automatically logged using SSO)
Scroll down and locate the SharePoint icon
Once SharePoint is open locate your desired folder you wish to Sync in this case it will be the Departmental folder for Department: IT this is normally in the left pane
Once in your desired Sharepoint Site again this example being Department: IT you will need to select the Documents section on the left pane
You have the option to choose at which level to sync your folders you can choose the root and have access to all folders and their sub folders or choose to click into a folder and just sync that directory. To Sync a directory click the ‘Sync’ button at the top of the screen

This will add another directory to your explorer window below OneDrive in which you can access your teams SharePoint site without the needed to go through the browser.

Installing Applications

To install applications to your device you will need to use Company Portal.

Click the Start Menu and search for ‘Company Portal’ and open this
Once the application is open click Apps on the navigation pane on the left side.
Find the application you wish to install and click ‘Install’

Please note that not all applications are available to all users, some are hidden and controlled by IT adding you as a member to the group to expose the application for download. These are ordinarily applications that are restricted by requiring a licence to access such as Docker or Adobe Creative Cloud… Or more powerful applications such as HomeBrew which are only available to Developers.

To request access to an application or for an application to be packaged that is not listed in Company Portal, you will need to submit a request to itsupport@orgvue.com for review and we can action the request.

Should you have any issues with downloading or installing applications you can also reach out to the support desk by clicking the Support tab in Company Portal which will provide IT Support’s email address or a link to the support desk to raise your ticket or check relevant help guides.

Contacts & Useful Links

This section will provide you with a list of key business contacts and links in order to get you started here at Orgvue

Contacts

Infrastructure

The infrastructure team are responsible for anything IT related whether this be a Hardware, Software, System request or you’re having an issue with an application or piece of hardware we’re here to assist. You have several ways to contact us:

email: itsupport@orgvue.com

Portal: https://itsupport.orgvue.com (The web portal allows you to view support documentation, track open tickets and give a lot more options when creating a ticket)

Office UK: We’re located in the 100 Cheapside office and have a member on site Monday – Thursday 9-5

Office US: We have a team member located in our Philadelphia Office and have someone in once a week.

Information Security

The Information Security team are responsible for any security concerns, breaches, or customer questions. They can be contacted by email: email: infosec@orgvue.com

Business Operations

The Business Operations Team are responsible for Salesforce, should you have any questions related to these applications this team can be reached on email: email: operationsteam@orgvue.com

LINKS

The IT Support portal can be used for raising and tracking of support tickets, in addition we have a solution section full of guides, documentation etc… IT Support Portal: https://itsupport.orgvue.com

The MyApps portal is a landing page designed for all your single sign on applications, this resource will show you all of the applications you have been given access to. MyApps Portal: https://myapps.microsoft.com