When you receive a new Mac, or this is your first day here at Gen3 Marketing, please follow this step by step guide to get up and running.
Setup Instructions
When you receive a Mac, you will receive it in a fully erased state. After turning on your Mac, you will see the Setup Assistant. Follow these steps to get up and running:
- First you will be asked to choose the language you want to use. Select this and click the arrow to move to the next screen.
- Next you will be asked to choose the country/region in which you live. Click Continue after you have set this.
- Next you will be asked whether you want to transfer your data to this Mac. Choose the Set up as new option.
- Next you will be asked to setup Accessibility features to adapt your Mac should you require them. If you do, click the categories you require, if not click Not Now.
- Next, you will be asked to select your Wi-Fi network. If you are located in the Gen3 UK Office, click the Gen3 Marketing network and click Continue. Once you click Continue you will be presented with a Sign-In screen, click Register and use the Phone option to receive credentials to sign-in to the Guest network. After you have entered the verification code you received, click Verify. After you are successfully verified you will be redirected to the Gen3 Marketing website. Click Done.
- Next, you will see a Remote Management screen. This will inform you that the Gen3 Marketing IT Team are able to remotely administrate your Mac. Click Continue.
- You will then be directed to a Welcome to Gen3 Marketing screen, once you have read the information provided, click Sign-In.
- On the next screen, you will be asked to Sign-in using your gen3marketing.com email address and password which have been provided to you separately. If this is your first time signing in to this account, you will be asked to change your password and register for Multi-factor Authentication. To do this, follow the instructions located here: https://gen3-it.s3.eu-west-2.amazonaws.com/Microsoft365-MFARegistration.pdf, or included separately with these instructions. After you have clicked Done, your Mac will receive it’s initial configuration.
- On the next screen, you will see information about Data & Privacy. Click Learn More… to see the data that Apple collect if you use their services with this Mac and then click Continue to progress.
- On the next screen you will be asked to Enable Location Services. We would recommend you check the box to enable this as it will ensure your Mac receives the correct time settings and enable other features such as Apple Maps and Spotlight suggestions. Click Continue once done.
- Next, you will see a screen asking you to re-enter the password you used for your gen3marketing.com email address. Enter this, then click Create Account.
- After your account has been created, you will once again be asked to setup any Accessibility features which you may require. Check to ensure they are still setup or click Not Now to continue.
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You will then see the Data & Privacy screen again, click Continue.
- If your Mac supports Siri, you will then be asked to Enable Ask Siri, if you want to enable Ask Siri, leave the box checked and click Continue, then follow the instructions below. If you want to disable Ask Siri, uncheck the box and click Continue.
a. If you choose to enable Ask Siri, you will be asked to Select a Siri Voice. Choose from the multiple options and click Continue or click Choose For Me.
b. Next you will be asked to set up Hey Siri. Click Continue then follow the prompts to setup Hey Siri.
c. Once Siri is set up, you will see a Hey Siri Is Ready screen, click Continue.
d. Next you will see an Improve Siri & Dictation screen, here you can choose whether to share audio from using these features with Apple to help improve the service. Choose whether you would like to share audio recordings or not then click Continue. - Next if your Mac supports it, you will be asked to setup Touch ID. This will enable you to unlock your Mac using the fingerprint scanner. If you would like to enable this later, click Set Up Touch ID Later, otherwise click Continue. If you click Continue, you will then be asked to repeatedly place you finger on the fingerprint scanner, click is located in the top right corner of your Mac keyboard. Continue doing this until you are told that Touch ID is Ready, then click Continue.
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You will then be asked to Choose Your Look. Here you can choose whether you would like the appearance of your Mac’s Dock, Windows, Buttons and Menus to be Light, Dark or Auto adjusting, depending on the time of the day. Select your preference, then click Continue and then click Get Started on the welcome screen, upon which you will be redirected to the Desktop.
- Once the Desktop loads, our Self Service application will load. From here, you will be able to install a number of applications which you may find useful, including Google Chrome, Adobe Reader and FTP clients. You will be able to find these under the various categories found under Browse. For now though, we need to launch Gen3: Setup Your Mac, which will configure your Mac and install required software on your device. To launch this, click the Setup button.
- You will then be presented with the “Setup Your Mac” screen. From here, enter the Asset Tag which you will receive separately. Then choose the Configuration you would like, details about each one can be found on the screen. We recommend you choose the Recommended configuration as this will install the Microsoft Office apps as well. Then choose the Department that you work under. After you’ve done this, click Continue.
- Next your Mac will install the apps depending upon the configuration you chose. This could take up to 30 minutes depending on the speed of your internet connection.
- Once the process completes, the Wait button will activate and change to Restart. After you click Restart, you will be asked to confirm the Restart, click the Restart button on the popup box that loads. If you receive an error, please contact the IT Department, either by visiting https://gen3marketing.zendesk.com and clicking Submit a Request, or directly on +44 (0)1752 727855.
- During the Restart, you will be asked to activate Filevault, which will encrypt your hard drive. Type in your password, then click OK.
- After your Mac restarts, sign in to your account and now we will need to Register Your Mac for Microsoft 365 Access. To do this, open the Self Service Application and it will be listed in the Featured category or you can copy and paste this link into your browser: jamfselfservice://content?entity=policy&id=7&action=execute to run the policy.
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After the policy executes, you will see a Company Portal screen. From here, click the Sign in button and sign in with your gen3marketing.com email address and password.
- After you’ve signed in, your Mac will show that it’s registering. If it’s successful you will see a You’re all set screen. Click Done.
- Next, you will see another sign in window. Sign in using the same password you just used, then click Sign in.
- After clicking Sign in, you should see a prompt for JAMF Conditional Access asking for your password. Enter your password then click Always Allow.
- After clicking Always Allow, your Mac will be ready to use. Test to see if you can login to your gen3marketing.com email address and password by opening Safari and browsing to https://www.office.com. From here, click Sign in and after a short amount of time you should automatically be signed in to Microsoft 365. If this has worked successfully, then you are ready to go. If not please contact the IT Helpdesk by visiting https://gen3marketing.zendesk.com and submitting a request where we will be able to assist you.
Once your Mac is setup, you will then be able to start using the tools you need to be able to successfully do your job. Depending on the configuration you chose on the Setup Your Mac policy, you will find the Microsoft Office apps in your Applications folder, alongside Asana, Google Chrome and Slack. You will also find the Self Service application in there which will allow you to install a wide selection of apps. Depending which department you work under will ultimately determine the software you need so please ask your director for this information.
You will find a number of resources here: https://gen3marketing1.sharepoint.com/sites/Gen3TrainingResources to help you with setting up OneDrive especially if you are a member of our Affiliate Team.
For help configuring Outlook for email access, please visit https://support.microsoft.com/en-us/outlook which will provide you with the information you need. When you initially open Outlook, it will ask you to setup your email account.
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