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01/06/2009

Configuring a Sitecore Workstation Part 7: Configure a User Account

This post is part of a series about Configuring a Sitecore Workstation. Previous post: Image the System

Configure each user account as follows:

  • Where relevant, set the local username to the domain username, and the password to the domain password.
  • The password never expires.
  • Add the user to the Administrators and Remote Desktop Users roles.
  • Disable the Windows Welcome Center and the sidebar.
  • Select a screen saver and require a password on both resuming from the screen saver and waking from sleep or hibernate.
  • Show extensions for known file types.
  • Configure power settings such that the power button turns the machine off, the sleep button hibernates, and closing the lid does nothing.
  • ***JW: Create the VPN connection, configure Outlook, and confirm CRM access (not for administrators).***
  • ***JW: attach Outlook archive file, if any.***
  • On Windows Vista, Windows 2008, and presumably Windows 7, disable User Account Control.
  • For Vista, select Window Color and Appearance, and then select Windows Aero.
  • Disable the Language bar, the Windows Search Deskbar, and other useless features.
  • Configure Windows Taskbar and Start Menu Properties to show the quick launch toolbar and expand all menus.
  • Delete unnecessary desktop and Quick Launch toolbar icons.
  • Select the user’s time zone.
  • Check Autoruns, Internet Explorer add-ins, and services once more (see a previous post in this series, Configure Applications).
  • Empty the recycle bin and perform other cleanup operations as described in the previous post in this series, ***

To configure Internet Explorer:

  • Add all local Web sites to the Trusted Sites zone in Internet Explorer.
  • Delete all browser bookmarks and bookmark folders.
  • Disable suggested sites.
  • Choose custom settings.
  • Download updates.
  • Disable accelerators.
  • Enable the SmartScreen (Phishing) filter.
  • Disable add-ins and toolbars, show small icons, and otherwise maximize screen space without hiding the status bar.
  • ***TODO: Protected mode? Tabs? Bookmarks? Trusted domains?***
  • Apply everything from the summary at http://sdn5.sitecore.net/sdn5/reference/sitecore%206/ie%20configuration%20reference.aspx. Specifically:
    • Install Adobe Flash (http://get.adobe.com/flashplayer/).
    • Install Windows Web Folders or the Windows Desktop Experience.
    • Add any CMS instances to Trusted Sites.
      • ***Sitecore specifics***
    • In regedit:
      • Create 32-bit DWORD HKEY_LOCAL_MACHINE\Software\Microsoft\Internet Explorer\Main\SessionMerging with value 0.
      • Create 32-bit DWORDs HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVersion\Internet Settings\MaxConnectionsPer1_0Server and MaxConnectionsPerServer with decimal values of 10.
    • Configure Trusted Sites:
      • Allow script-initiated windows without size or position constraints.
      • Allow websites to open windows without address or status bars.
      • Disable the pop-up blocker.
      • Disable the SmartScreen filter.
      • Enable programmatic clipboard access.
      • Enable launching programs and files in an iframe.
    • On the General tab:
      • Open popups in new windows.
      • Clear browser cache when Internet Explorer starts.
      • Delete browsing history on exit.
    • On the Advanced tab:
      • Enable script debugging (for developers).
      • Display a notification about every script error (for developers).
      • Disable reuse of windows for launching shortcuts.
      • Disable friendly HTTP error messages.
      • Empty temporary Internet files folder when the browser is closed.

If time permits, defragment and check the hard drive for errors.

I configure the following on my own systems:

  • Show notification icons and activity animation for all network connections.
  • Don’t hide inactive notification icons.
  • Select the maximum pointer speed under Motion on the Pointer Options tab in the Mouse control panel.
  • Firefox to prompt for a directory when downloading (Tools > Options > Main).
  • Configure Windows Taskbar and Start Menu Properties to show exclude Help and Support from Windows Start menu so I don’t click them by accident, and select small icons so I can fit more on menus.
  • ***JW: Additional task bar/start menu configuration***
  • After installing the touchpad driver, disable the touchpad (I use an external mouse if I can, or the pointing stick if I have to, so the touchpad just causes interference). I can also do without the mouse icon in the notification area.

My Word configuration instructions may be a little detailed, but I write technical documentation for a living:

  • Copy templates to \Documents and Settings\<user>\Application Data\Microsoft\Templates or \Users\jw\AppData\Roaming\Microsoft\Templates.
  • Configure ALT-1 through ALT-4 to apply heading styles 1 through 4 (CTRL-ALT-SHFT-S, right-click, Modify, Format, Shortcut Key, Assign). I also use CTRL-T for typewriter and ALT-C for and ALT-T for fixed-width fonts (code sample and “teletype”).
  • Click the Home tab, then click Clipboard dialog launcher, and then click Options. Note that I am currently evaluating http://www.cybermatrix.com/cmdownloads.html). This is what I choose, but these settings seem to cause issues for applications including Windows Live Writer.

image_thumb2

  • It might be more reliable to show these than to describe them. Click the Office button at the top left, and then click Word Options.
  • On the Popular tab, show the Developer tab and disable Full Screen Reading:

image_thumb211[1]

  • On the Display tab, Show and print most hidden things, and update references whenever possible:

    image_thumb5

  • On the Proofing tab, enable grammar strict grammar checking:

    image_thumb18

  • Set AutoCorrect Options:

    image_thumb16

  • And the AutoFormat at As You Type tab:

    image_thumb141 

    • Still on the Proofing tab, configure Grammar checking:

    image_thumb211

    • Including Use of first person:

    image_thumb27

    • On the Advanced tab, don’t change Default paragraph style as I have done:

    image_thumb12

    • I no longer change the options for pasting with formatting, Instead, when I need to, I CTRL-SHFT-ALT-V to paste unformatted text.
    • Buy as many socks as possible of the exact same color and style. That way they’re much easier to match, and it doesn’t really matter when you lose one.
    • Speaking of Word, here are some keyboard shortcuts for features I actually use (and remember to click a tab to hide or show the ribbon):
    ALT Show keyboard shortcuts.
    CTRL-F Find.
    CTRL-H Replace.
    CTRL-A, F9 Update cross-references.
    CTRL-ALT-E Insert footnote.
    CTRL-SHFT-8 Show or hide formatting marks.
    CTRL-SHFT-ALT-S Show or hide styles.

     

    • Also, I typically do the following each time I open a document:
      • Show styles.
      • Hide the Properties pallet that Word usually opens.
      • When I insert the first cross-reference, I move and resize the dialog so that it fits below the styles I use without obscuring text. For Reference type, I select Heading. Then I leave this dialog open, so I don’t have to do the same again later. I leave each Word document open and save frequently so that I don’t have to reapply such preferences.
      • To find broken cross-references in the document, search for “Error! Reference source not found”.

    On to the next post in the series: Turn the System Over.

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