setup-migration
Readme
🚀 New System Setup & Data Migration
Part of the IT-Manual Procedures for setting up new workstations, migrating user data, and upgrading email protocols.
📖 Overview
This directory contains the workflows for the “New Computer Experience.” It covers the entire lifecycle of replacing a client’s machine: preparing the client for the switch, backing up the old data, setting up the new hardware, and performing the migration.
📂 Contents
📦 The Migration Workflow
Technical checklists for the transfer process.
- New PC Setup & Migration Checklist The Master List: The start-to-finish tracking sheet for a migration job. Covers intake, backup, setup, transfer, and quality assurance.
- New Computer Set-up Detailed Specific technical steps for the “Out of Box Experience” (OOBE)—removing bloatware, running updates, and configuring standard settings.
- Data Backup & Restore (PC) Procedures for locating, copying, and verifying user data (Documents, Desktop, Pictures, Quickbooks, Outlook PSTs) during the move.
📧 Email & Accounts
Handling identity and protocol changes.
- POP to IMAP Email Migration A guide for upgrading clients from legacy POP3 (local storage) to IMAP/Exchange (cloud sync) to ensure their email syncs across multiple devices.
- Email Address Change To-Do List A checklist to guide clients through the hassle of changing a primary email address (updating banks, utilities, subscriptions, and Amazon).
📋 Client Homework
Lists to give the client *before or after the job.*
- New PC Client To-Do List Pre-Service Requirement: A document sending the client to gather their passwords, license keys, and 2FA devices before the appointment to avoid delays.
⚡ Migration Order of Operations
Follow this path to ensure no data is lost.
[Image of data migration workflow diagram]
| Phase | Step | Relevant Document |
|---|---|---|
| 1. Prep | Send client “homework” to get passwords ready. | New-PC-Client-To-Do-List |
| 2. Protect | Backup the old machine completely. | Data-Backup-Restore-PC |
| 3. Setup | Unbox and update the new machine. | New-Computer-Set-up-Detailed |
| 4. Transfer | Move files and configure email. | POP-to-IMAP... |
| 5. Verify | QC check using the master list. | New-PC-Setup-Migration-Checklist |
Maintained by Pacific Northwest Computers