Art Rudeseal, CO1 D18 TC NTC Imaging Team IMAGING for TY2017 Art Rudeseal, CO1 D18 TC NTC Imaging Team 2017 TCS SMT Training - Dallas

AARP Tax-Aide System Images Keeping systems up to date problematic Volunteer’s time is the issue Windows and anti-malware updates AARP recommended software updates Hardware Driver updates Correcting corrupted systems Many “dead” systems only need re-imaging. Any systems with any unusual behavior should be re-imaged immediately. 2017 TCS SMT Training - Dallas

Solution is System Imaging A customized Windows Operating System installation Customizations for the hardware and software specific to the AARP Tax-Aide program Can be sent out as a DVD or downloaded and either burned to a DVD or copied to a USB flash drive Demo Video at Imaging Demo Video ( http://youtu.be/0nE8JJIRwkE) 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Available Images Windows 7 Pro SP1 32-bit image Windows 10 Pro 64-bit image All images include: Windows update downloads to date of image AARP Tax-Aide required software and settings Tax-Aide Inventory Agent Google Chrome browser Links to printer driver software 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Image Installation System to be imaged must be connected to the Internet via a wired connection DVD or USB Flash Drive installation Dual-Layer DVD required Generally, flash drive installation is recommended Must be at least 8 GB Recommend USB 3 for faster image apply Always store Product Key in database Resolve personnel turnover issue 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Image Contents Windows Setup includes many drivers – usually enough to allow Internet access Windows Update will download other drivers as needed and do any updates Can auto-install Windows product key Applications used by Volunteers pre installed: TIA, Adobe Reader DC, Chrome, 7-Zip Settings are set for secure and private volunteer usage. 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Computer Name If the Tax-Aide Inventory Agent Asset Tag information is configured and properly formatted: Computer Name is set to T + Asset Tag Otherwise: Computer Name is set to a constant string + a unique random string generated by Windows Setup – e.g. DESKTOP-xxxxxxxx You can change it to whatever you like. 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Windows Users Administrator – disabled Installer Administrative user Member of Administrators group Volunteer Standard user Member of Users group only 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Windows Passwords Must be changed annually, per AARP Tax- Aide policy The IRS Volunteer (taxes) user password for the current year is used for the Installer and Volunteer users Distributed by IRS SPEC and Tax-Aide TCS Administrator password: Is not disclosed Can be changed locally from any user that is a member of the Administrators group 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Windows 7 Image Can be used to upgrade eligible systems to Windows 7 professional. For example Windows 7 Home Premium, Windows Vista, etc. Microsoft Office viewers included in Windows 7 image IE 11 is the default browser. Adobe Flash Player ActiveX control is installed to allow IE 11 to play the TaxSlayer Brainshark videos. Chrome browser is also installed. Dual-layer DVD or 8 GB USB flash drive required 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Windows 10 Image Can be used to upgrade eligible systems to Windows 10 professional Dual-layer DVD or 8 GB USB flash drive required Microsoft Office viewers are included Default browser is Edge. IE 11 and Chrome are also installed, and either can be made the default. Edge is set as the default PDF handler. Adobe Acrobat Reader DC is installed and can be set as the default PDF handler. 2017 TCS SMT Training - Dallas

Tax-Aide Windows 10 Image Requirements 64-bit architecture system At least 2 GB RAM Unified Extensible Firmware Interface (UEFI) supported only for these specific models: Lenovo B590, E540, E550, E560 not required or supported for any other models Not intended for use with our older systems Recommend use Windows 7 for these systems: Dell Vostro 1520, HP 6910p, HP 6735s HP 6715b shipped with only 1 GB RAM HP nx6310 is a 32-bit architecture system 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Windows 10 Licensing “Home” Edition is like Windows 7 Home Premium GM label = “Windows” “Professional” Edition is like Windows 7 Professional GM label = “Pro Windows” Tax-Aide images are Professional only OEM Windows 8/10 Pro systems have the Pro license key built into the BIOS. This key can be used by the image to activate Windows 10. 2017 TCS SMT Training - Dallas

Win 8 Local Donated Systems Upgrade to Windows 10 Reimage with the Tax-Aide Windows 10 Pro image Apply to OneSupport to use the Windows 10 Pro National License Key. To apply, open a OneSupport request with Form = Technology: Software and Subtopic = How to Obtain Image If you have previously ordered Win 7 Techsoup licenses you may automatically have Win 10 licenses in the Microsoft VLK account. 2017 TCS SMT Training - Dallas

Win 10 Local Donated Systems The “Modern” interface causes issues for many volunteers. Win 10 is configurable to traditional “desktop” look Use our Windows 10 image with the system’s built in Windows 10 Pro key or apply to OneSupport to use the Windows 10 Pro National License Key. To apply, open a OneSupport request with Form = Technology: Software and Subtopic = How to Obtain Image 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Windows 10 Support (NEW) - The NTC and Tax-Aide staff will continue to support Windows 7 but will now be focused on Windows 10. A free upgrade to Windows 10 is still available on many Windows systems, even after July 29, 2016. You may accept the free upgrade offer on any eligible AARP-owned systems This is optional – it is not a requirement Upgrade in place preserves 32-bit or 64-bit OS property 2017 TCS SMT Training - Dallas

Windows 10 Support (cont’d) Alternatively, you may install the Tax-Aide Windows 10 image without first going through the Windows 10 upgrade in place. This installs a 64-bit OS. (NEW) - New systems provided by the National Office will be shipped with our Windows 10 image installed. 2017 TCS SMT Training - Dallas

If in doubt use Windows 10, if possible. Which OS? The primary or default OS for Tax-Aide usage is now Windows 10 Pro Windows 8 is no longer supported by Tax-Aide Windows 7 is still being supported for older systems that are not suitable for use with Windows 10. If in doubt use Windows 10, if possible. 2017 TCS SMT Training - Dallas

Product Key Management Windows 7 National License Key or Windows 10 National License Key OEM:COA if Windows 7 Pro was previously installed Key in BIOS if Windows 8 or 10 Pro previously installed Techsoup Microsoft Windows 7 or 10 Volume License Key (VLK) – always Pro edition Windows 10 Home or 8 Core Keys are not valid for use with our images Key is stored in a national database that is contacted by image installation software Keys stored in database by Entry during imaging, if network available Entry by OneSupport as an inventory update 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Drivers After Image installation and Windows Update processing, systems are ready to do taxes. No more drivers need to be added for AARP-purchased systems. In some cases drivers for some system hardware will not be present. Adding these drivers does no harm but is additional unnecessary work. 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Printer Drivers Links to commonly used Printer Drivers are included in the Windows 7 image. Links to the 64 bit drivers for the Windows 10 image are an in-process investigation. 2017 TCS SMT Training - Dallas

Where do I find the images? Images, Release Notes, and Installing instructions are available at AARP Tax-Aide NTC Resource Website http://www.taxaideaarp.org/ 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Availability Windows 7 & 10 Images updated for TY2017 were available in August Windows 10 Image: Creators Update (1703) Windows 7 and 10 images will be updated again in November so that they are up to date when most systems are pulled from storage. 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Issues - DVD Image DVD Fails to boot correctly (should be <1min to first user interaction) or Fails with an error during image installation Most often due to data corruption Check ISO download validity, see website Use CDCheck to validate DVD DVD readers on older computers also have issues with modern DVDs See Installing instructions for model-specific details 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Issues – Flash Drive Flash drives must be formatted with the NTFS file system for both Windows 7 and Windows 10. Some brands and models of USB flash drives do not work for this application. Some flash drives work in USB 2 mode but not in USB 3 mode Some computers have some USB 2 ports and some USB 3 ports. Try a USB 2 port if a USB 3 port is not working. Some computers have a BIOS setting that controls whether a USB port operates in USB 2 or USB 3 mode. Try USB 2 mode if USB 3 mode is not working. 2017 TCS SMT Training - Dallas

2017 TCS SMT Training - Dallas Imaging for TY2017 Questions ??? 2017 TCS SMT Training - Dallas