Adding a New Client to the Ticket System This document outlines the standardized configuration steps required when onboarding a new client into the Spiceworks Cloud Umbrella ticket system and associated support settings. Follow each section in order to ensure consistency across all client environments. User Portal Configuration Email Settings Categories to Add or Modify Monitors… Continue reading Spiceworks: Add Client
Purpose: Use this procedure when an employee is terminated and their mailbox must remain accessible as a shared mailbox while freeing the Microsoft 365 license and updating Pax8 billing. Prerequisites Step 1: Convert the User Mailbox to a Shared Mailbox Step 2: Assign Access to the Shared Mailbox In the Microsoft 365 admin center, go… Continue reading Convert a Terminated User to a Shared Mailbox (Microsoft 365 + Pax8)
Follow the steps below to install Outlook and sign in with your company Microsoft 365 email. Step 1. Install the Outlook App Step 2. Add Your Microsoft 365 Email Account Step 3. Finish Setup Important Notes
Method 1 — Find Computer Name Using Settings (Recommended) Method 2 — Using the Run Command Method 3 — Using Command Prompt Method 4 — Using Windows Search Umbrella YouTube Video: “How to find your PC name” (Windows 10) Source URL: https://youtu.be/sXY6hWjmL3I
To make a new external disk usable for Windows Server Backup (WSB), it must be in a compatible format and not contain extra system partitions like EFI System or exFAT. WSB generally prefers NTFS and a clean, MBR or GPT disk without boot partitions. When performing this, proceed with caution. Make sure you have the… Continue reading Configure New External Hard drive for Windows Server Backups
Collecting Printer Information During New Client Onboarding When onboarding a new client, it is important to gather accurate printer information and document it in the client’s Client Information Google Sheet located in our Google Shared Drive. Follow the steps below to collect this information using Advanced IP Scanner (Portable Edition). 1. Download Advanced IP Scanner… Continue reading Client Onboarding: Printers
Estimated duration: 15–20 minutes, depending on the size of the recovery media.
How to Add a New Client Company in Pax8
To add a new client to a Veeam Service Provider Console (VSPC) environment, log in to the console, navigate to the ‘Companies’ section, and click ‘New’ to open the wizard. You will need to fill in the company details, including a name and contact information, set up user credentials for the client, and configure the… Continue reading Veeam: Adding New Client
Step 1: Install the UpdraftPlus Plugin Step 2: Open the UpdraftPlus Settings Step 3: Choose Your Remote Storage (optional but recommended) By default, UpdraftPlus will store backups on your server, but that’s risky if your site or host goes down.To safely store them offsite: Step 4: Set Up Automatic Backups Step 5: Run a Manual… Continue reading WordPress Backups: UpdraftPlus Plugin