Capstone - xTablet Flex 12B Staging

**Process uses files found on shared drive at Technical Services\Customer Files\Capstone\MobileDemand\xTablet Flex 12B\Asset**

xTablet Flex 12B - Staging Process

Asset Tag Application 

1. Apply the asset tag to the back of the device. Asset Tags can be found in a bin labeled "Capstone". Please ensure the tag is placed in the appropriate position!

   • • Reference pictures below

Proceed to the "Work Order Device Capture" section

Initial Device Setup & Configuration

This section details the out-of-box setup, from initial power-on to the installation of the primary provisioning package.

Bypass Microsoft Account & Create Local Admin

1. Connect the device to a power supply and power it on.

2. On the startup screen, open the Command Prompt to bypass the Microsoft Account requirement by pressing SHIFT + FN + F10.

   • • Note: If needed, enable the on-screen keyboard via the Accessibility icon on the login screen.

3. In the Command Prompt, execute the following commands:

   • • Type cd oobe and press Enter.

     • Type BypassNRO.cmd and press Enter. The device will restart.

4. After the device reboots, proceed through the setup screens (English, United States, US Keyboard Layout).

5. When prompted for a network connection, select "I don't have Internet" and then "Continue with limited setup".

6. Accept the License Agreement.

7. Create the local administrator account using the following credentials:

   • • Name: Capstoneadmin

     • Password: Cap_MobileDemand9632

8. Set the three security questions and answers as follows:

   • • Q1: Capstone1

     • Q2: Capstone2

     • Q3: Capstone3

9. Skip the fingerprint sign-in option and Accept the privacy settings. Allow the account setup to complete.

System Configuration & Provisioning

1. Once at the desktop, connect to the SST Guest Access Wi-Fi network. Check the box to connect automatically.

2. Permanently enable the on-screen keyboard:

   • • Navigate to Settings > Time & language > Typing.

     • Expand Touch keyboard and set "Show the touch keyboard" to Always.

3. Insert the designated USB drive (located in the bin labeled "Capstone").

4. From the USB drive, run the Windows xTablets.ppkg file. When prompted, select "Yes" and then "Yes, add it" to begin provisioning.

5. The provisioning package will automatically install the SOTI client and place the "Apps Catalog" on the desktop. A notification will appear indicating an impending reboot.

6. Allow the device to reboot on its own. Do not manually restart it.

Final Verification

1. After the device reboots to the desktop, confirm that the "App Catalog" application is visible.

2. Close any open windows, such as "File Explorer," and remove the USB drive.

Proceed to the "SOTI MobiControl Configuration" section.

SOTI MobiControl Configuration

This section covers device verification, group assignment, and final profile configuration within the SOTI MobiControl platform.

Login & Initial Verification

1. Log into Capstone MobiControl using the following credentials:

   • • URL: https://s097065.mobicontrolcloud.com/MobiControl?nosso=true

     • Username: sst-staging

     • Password: Sstid1234

2. Navigate to the \\MobileDemand Devices\Windows xTablets directory.

   • • You can find this by selecting "All Devices" (top left) to open the "Device Groups" window and expanding the folders.

3. Find your device in the list and confirm the following

   • • The device serial number is correct.

     • The device status shows online.

     • Only one configuration profile is present under the device's "Configuration" tab.

Device Group Assignment & Renaming

1. Move the device to its permanent group.

   • • In the "Device Groups" window, expand the "Windows xTablets" directory.

     • Select the checkbox next to your device.

     • Click, hold, and drag the device into the Insource Digital Project - xTablet subdirectory.

2. Navigate to the Insource Digital Project - xTablet directory and select the device you just moved.

3. Rename the device using the correct naming convention.

   • • Select the "..." menu (top right) to open "Device Actions."

     • Choose "Rename".

     • Update the device name using the following format:
       [SITE#] - TAB [A-Z SEQUENTIAL] - [ASSET#] Example: 40493 - TAB A - 22237

Final Profile Confirmation & Troubleshooting

1. Select the device's "Configuration" tab and confirm that two profiles are present and show a status of "Installed":

   • • MobileDemand - Windows xTablets - Local User - Restart

     • MobileDemand - Windows xTablets - Surf Config - Background

2. If a profile shows a status of "INSTALLED PARTIALLY," follow these steps to resolve it:

   • • Click the blue circle menu (...) next to the failed profile and select "Revoke profile".

     • Refresh the device status (click the cycling arrows 🔄 next to the device name) until the status shows "Administratively removed".

     • Click the blue circle menu (...) again and select "Install profile".

     • Refresh until the status updates to "Installed".

3. Once both profiles are installed successfully, the device will display a notification that it will restart soon. Allow the device to reboot on its own.

Proceed to the "Capstoneadmin Account Configuration" section.

Capstoneadmin Account Configuration

This section details the final UI cleanup and application verification for the Capstoneadmin account.

Taskbar & Desktop Cleanup

1. Log into the Capstoneadmin account.

2. Unpin the following applications from the taskbar. To do this, press and hold the icon until the context menu appears, then select "Unpin from taskbar".

   • • Outlook

     • Camera

     • Microsoft Web Store

     • Edge

     • File Explorer

     • CoPilot

       • Note: If CoPilot cannot be unpinned, press and hold an empty area of the taskbar, select "Taskbar settings," and turn the toggle for "Copilot (preview)" to Off.

3. On the desktop, delete the Microsoft Edge shortcut.

4. Empty the Recycle Bin by pressing and holding its icon and selecting the "Empty the Recycle Bin" option.

Desktop Background Configuration

1. Set the custom desktop background.

   • • Navigate to Start Menu > Settings > Personalization > Background.

     • Set the "Personalize your background" dropdown to "Picture".

     • Click "Browse photos" and navigate to C:\.

     • Select the file named Capstone Background 060123.jpg.

     • Set "Choose a fit for your desktop image" to "Fit" and close the Settings window.

Application Verification & Final Steps

1. Confirm the following three application shortcuts are present on the desktop:

   • • App Catalog

     • TS Teams

     • Surf

2. If any shortcuts are missing, force a reinstallation from SOTI.

   • • In MobiControl, select the device and navigate to the "Configuration" tab.

     • Find and expand the MobileDemand - Windows xTablets - Surf Config - Desktop Background package.

     • Click the blue circle menu (...) next to the Windows_xTablets_DesktopShortcuts sub-package.

     • Select "Force Package Reinstallation".

3. Launch the Surf application from the desktop shortcut.

4. Confirm the browser opens to a page displaying 22 URLs ending with "Excel."

5. Close the Surf application and log out of the Capstoneadmin account.

Proceed to the "CapstoneLogistics Account Configuration" section.

CapstoneLogistics Account Configuration

This section covers the setup and finalization of the primary user account, CapstoneLogistics. This process mirrors the Capstoneadmin setup to ensure a consistent user environment.

Initial Login & Setup

1. Log into the CapstoneLogistics account.

2. Since this is the first login, the system will perform an initial setup. Proceed through the privacy agreement prompts (Next > Next > Accept).

3. Once at the desktop, permanently enable the on-screen keyboard:

   • • Navigate to Settings > Time & language > Typing.

     • Expand Touch keyboard and set "Show the touch keyboard" to Always.

Taskbar & Desktop Cleanup

1. Unpin the following applications from the taskbar by pressing and holding the icon and selecting "Unpin from taskbar":

   • • Outlook

     • Camera

     • Microsoft Web Store

     • Edge

     • File Explorer

     • CoPilot

       • Note: If needed, disable CoPilot via Taskbar settings.

2. On the desktop, delete the Microsoft Edge shortcut.

3. Empty the Recycle Bin.

Desktop Background & Application Verification

1. Set the custom desktop background to the Capstone Background 060123.jpg file located in the *C:* drive, using the "Fit" option.

   • • Follow the same steps as in Section 3: Settings > Personalization > Background.

2. Confirm the following three application shortcuts are present on the desktop:

   • • App Catalog

     • TS Teams

     • Surf

3. If any shortcuts are missing, follow the troubleshooting steps from the previous section to "Force Package Reinstallation" for the Windows_xTablets_DesktopShortcuts package in SOTI MobiControl.

Final Confirmation & Shutdown

1. Launch the Surf application from the desktop.

2. Confirm the browser opens to a page displaying 22 URLs ending with "Excel."

3. Close the Surf application and shut down the device.

Staging is now complete. Proceed to the "Zendesk Work Order Handoff" section.

Zendesk Work Order Handoff

This section outlines the process for updating the Zendesk ticket to move the staged devices into the QA phase.

Updating the Zendesk Ticket

1. Log into Zendesk and navigate to the relevant Work Order ticket.

2. In the bottom left corner, click the "Apply macro" button.

3. Search for and select the macro: Work Order - Ready for QA.

4. Applying the macro will automatically change the ticket status and generate an internal note. Before submitting, add the following line to the bottom of the note:
   This order has been staged and is ready for QA. When QA is complete, please use the macro "Work Order - Ready to Ship" to move it to the next stage. Please post the tracking number(s) when available.

5. Send the updated internal note.

Next Steps & Handoff

• For QA: Submitting the note notifies the Solution Engineering team that the devices are ready for their QA process. They will update the ticket when their review is complete.

• For Shipping: After QA, the Customer Service team is notified to pack the order, generate shipping labels, and post the final tracking numbers to the ticket.

Once the note has been sent, you may proceed to the "Asset Spreadsheet & Email Notification" section.

Asset Spreadsheet & Email Notification

This final section covers documenting the staged assets in the master spreadsheet and notifying the relevant teams.

IMPORTANT: Do not proceed with this section until the tracking number(s) have been posted in the Zendesk ticket. All spreadsheet fields must be complete before sending the email.

Preparing the Asset Spreadsheet 

1. Download the Asset Spreadsheet as a .XLSX file.

   • • Asset Spreadsheet

2. Open the file in Excel and select "Enable Editing".

3. Fill in the spreadsheet with the following details for each device:

   • • Site Number

     • Site Name

     • Shipped to Name

     • Shipped to Address

     • Part #

     • Capstone Asset #

     • S/N

     • Staged

     • Date Shipped

     • Tracking (Reference the Zendesk ticket for this information)

Saving and Uploading the File

1. Once complete, save the spreadsheet using the following naming convention:

   • • Capstone_MobileDemandxTablet_Staging_Flex12B-SOXXXXX-Request.xlsx

     • (Replace SOXXXXX with the actual Sales Order number from the work order)

     • Refer to example picture below

2. Upload the final, saved file to the designated Google Drive folder:

   • • Staging Files Google Drive Link

Sending the Notification Email

1. Compose a new email using the exact details below.

   • • Refer to example picture below

2. Attach the completed spreadsheet before sending.

   • To: SSTIDAssetNotifications@capstonelogistics.com

   • CC: Nelson Rodriguez <nelson.rodriguez@sstid.com>, Solutions Engineering <solutionsengineering@sstid.com>

   • Subject: Capstone Asset Tag Assigned

   • Body:

Hello,

Attached is the asset and shipping details for devices shipped for the following location(s).

List Locations (Reference the Work Order)

Thanks,

2. • Attachment: Capstone_MobileDemandxTablet_Staging_Flex12B-SOXXXXX-Request.xlsx

QA

1. Confirm SOTI devices are in the correct group under \\MobileDemand Devices\Windows xTablets\Insource Digital Project - xTablet  and have configurations INSTALLED 

2. Confirm Device Details

   • • OS Edition - Windows 11 Pro

     • OS Base Edition - Professional

3. Login local user account Username: CapstoneLogistics > login with password cap6000 

4. Confirm apps Unpinned, no Edge Shortcut on desktop , and recycle bin empty

5. Select Surf on desktop > confirm browser shows 22 URLs

6. Shut down device

Notes

• Depending on the issue, you may need to reset the PC and try the staging process again.

• SOTI Surf Application - There can only be one instance running at a time. Please be sure to close the application after verifying the URLs. If an instance is left open when switching to another account, you will receive the "Configuration Unavailable" message when opening the application in the switched account.

• Be patient when allowing the device to pull down its applications, it can take some time. Use SOTI to check the statuses of pending installs.