Setting up new windows 10 machines

I’ve gotten a lot of practice now setting up Windows 10 machines.  I find a few handy tools and configurations work very well.  Therefore my base recommendation for a new Windows 10 machine:

Update and Reset (if coming from Windows 7) to Windows 10 fresh copy.

Set machine name and workgroup info.

Set up machine linked to a Microsoft account.  Configure a photo and security as needed.

Run all updates before proceeding.

Install Chrome and Firefox, set Chrome as default but put both on taskbar

Install AdBlockPlus on both Chrome and Firefox

Install Malwarebytes and purchase lifetime license if possible, otherwise offer a subscription option

Install Office 365 if applicable and license it appropriately.

Set up family safety and any multiple users as needed.

Install remote access tool for support

Install Roboform if the client needs a password manager.

Set up mail – consolidate contacts and calendar to one of following:  Google, iCloud, or Outlook.com/Office 365.

Set up versioning backup to backup and protect current and deleted files for Dropbox, OneDrive, Google Drive.

Configure start menu according to client’s needs and preferences.

Redirect Documents and Pictures folder (and desktop according to preferences) to OneDrive or Dropbox locations.

Install PDF viewing and editing option desired (otherwise will default to Microsoft Edge Browser)

Set Windows 10 Update settings to include Microsoft programs.  Also turn off “updates from more than one place.”

Set up client specific programs: Firefox, Printers, special applications

A “Versioning” Backup

I work with my clients to get them to stop storing their files solely on their computers.  This can be documents, pictures, etc.  Typically we redirect the computer to use a Documents folder and Pictures folder that reside on a cloud storage service like Dropbox or OneDrive.

Once this is done, their files are stored in the cloud and can stay synchronized between multiple computers that they use.  It works like a backup and a sync tool at the same time.  But is it a safe backup?  I believe everyone should have at least three copies of every file.  Having it on your computer is #1, having it in the cloud is #2, but what about the third?  One method is to routinely backup a copy of everything to a hard drive that can then be stored at a different location, providing pretty extensive disaster recovery.  In the event the backup and your original copies are destroyed simultaneously, you probably wouldn’t be alive anyway!  Another method is to store a local copy for archiving purposes that is not affected by daily use and by updates to the cloud.  But those would be mere copies of your data – and they would backup what you have today, not everything you’ve ever had.

Why does this matter?  Say you accidentally delete a folder on Dropbox.  You can go to their website for 30 days and recover it, no problem.  But what if you didn’t REALIZE that you deleted a folder.  Say that folder contained something like “2014 Photos.”  You may lose an entire year of your well organized life in pictures with an accidental mouse movement.  After 30 days, it’s gone.

I create something called a Versioning Backup for my clients using a program called FreeFileSync.  FreeFileSync creates a mirror image of your Cloud Based file storage onto our hard drive (somewhere separate from your actual files) or onto an external or network drive.  It also keeps copies of any files you update, replace, or delete in a special “versioning” folder.  This means you have a full clone of your cloud storage but also a folder containing all the changes you’ve ever made.  This archive with “versioning” allows you to go back and undo any changes, intentional or accidental, as long as you have the backup files.  Better yet, they’re not stored in some archive file that you can’t look into, but rather locally in a separate folder structure that looks just like your actual storage.

To set this up, I follow a process similar to this: http://www.trustyetc.com/trustyblog/2012/10/07/automatic-backup-with-freefilesync/

I also make sure indexing for search is turned off on the backup, so that people don’t accidentally start editing the files in their backup!