Mac Setup

About this document

This document details the steps required for you to setup your mac. The document will guide you through enrolling your mac, 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 Mac

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 (This should be detected automatically after a few seconds)
You will then be prompted to choose your keyboard layout and language preferences. (Again this should be detected automatically)
Next you will be asked if there are any accessibility requirements you need to configure to use your device, select these as appropriate or click ‘Not Now’ if these aren’t required.
Next you will be prompted to connect to your WIFI network, choose the network and enter the password before clicking ‘Continue’
Once your Mac establishes a connection to your WIFI network you will be presented with the ‘Remote Management’ screen this is where we confirm your Mac is to be managed by Orgvue. Select ‘Enrol’
(Please note this can take up to 5 minutes to download the initial configuration onto your device, a short wait is to be expected at this step…)
You will then be prompted for a Microsoft login screen where you need to enter your Orgvue email address in firstname.surname@orgvue.com format. Followed by the password provided to you and finally a text message containing a one-time code sent to your mobile device.

You will then be taken to ‘Create A Computer Account’ where your username will be pre-filled you will just need to enter your password and confirm this. (Important: Please ensure that this password matches your newly created cloud password)
Next step is to ‘Enable Location Services’ check the box and continue.
Next is to enable FileVault Disk Encryption (This is a required security feature that encrypts the Hard Drive and its contents and cannot be skipped.) You will need to click Continue here.
Next you will be asked if you wish to setup TouchID (Fingerprint Biometrics to unlock your device) if this is something you wish to setup click ‘Continue’ where you will be guided through the process of scanning your fingerprint.
The final step of the setup wizard is to choose your desired appearance if you would like to use the Light/Dark or Auto Theme. (This is personal preference and can be changed later in System Settings)

Registering Your Device

This next section will cover how to enrol your device with Microsoft Company Portal to access resources and download applications.

Open Finder and navigate to ‘Applications’ you will need to open Company Portal
Click Sign In
You will then need to authenticate with your Orgvue email address in firstname.surname@orgvue.com format followed by your password, and this may be subject to a Multifactor Authentication Request being sent to your mobile device
After logging into Company Portal you will get a pop up in the top right corner of the screen under the menu bar saying ‘Registration Required’ you need to click on the ‘Register’ button
Again you maybe prompted to sign in with your Orgvue email address in firstname.surname@orgvue.com format followed by your password.
Finally a dialogue box will appear asking you to enter your password one final time to synchronise your Mac password and domain password so they remain the same.
Once complete Company Portal will show your device name, that it is in compliance and the device you are currently using.

This completes the setup registration phase and your device is now ready to use. During this registration the standard build will have been downloading in the background such as installing Microsoft Office, Edge, etc… You can begin to login to apps such as Outlook and Microsoft Teams.

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

Setting Up Microsoft Applications

Setting Up Microsoft Outlook

Open Microsoft Outlook by using the icon pinned to your dock or performing a spotlight search for ‘Microsoft Outlook’ or navigating to finder and opening Microsoft Outlook from the Applications directory.

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:

Open Microsoft Teams by using the icon pinned to your dock or using a spotlight search or finder window to open the application.
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 Command+Space and typing ‘OneDrive’ or navigating to finder and opening Microsoft OneDrive from the Applications directory.
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 Finder 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 finder window below OneDrive which you can access your teams SharePoint site without the need to go through the browser.

Installing Applications

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

Open Finder and navigate to ‘Applications’ you will need to open Company Portal
Once Company Portal is open select the ‘Apps’ tab at the top of the screen
You can select an app to view its description, version and further information or just use the ‘Install’ button to queue the installation on your device.

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