Info
General Noble info from SIM2K
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Noble Overview
Business: Noble was founded in 1997 and began offering regulatory consulting services for the State of Indiana and expanded to other states through word of mouth. The organization grew to a group of over 30 seasoned professionals that range from former regulators, Big four partners and managers, insurance industry executives to examiners with regulatory designations. The philosophy followed at Noble - we invest heavily in the training of our staff to ensure continued high quality performance is achieved through the development and maintenance of designations and skillsets required by our regulatory customers. Noble fulfills all needs of insurance regulators through Noble rather than having regulators coordinate the services of several specialists and consultants. It also involves providing value-added services for regulators. The Noble Experience for insurance companies means smooth, well-organized examinations that minimize disruptions and result in a lower total examination cost. https://noblecon.net/about-us/our-history/ Phones: SIM2K will manage Zulty's is the platform Identity Management Details: Setup: AD synced Domain Controller to O365, O365 and spam filter managed by KSM, Duo, and KB4 Device Setup (Workgroup/Domain Joined): Domain Joined (noblecon.local) Line of Business (LOB) Applications examples: Zoom Noble admin is Lisa Warrum and in general accounts are managed by Noble Zoom Rooms under the name BarrelRoom and HonorRoom in RMM Zoom Room controllers and calendar management setup and managed through Zoom service account within the admin center if iPads or ZoomRooms need to be reconnected KSM will be transitioning them to Teams Rooms at some point With the current computers in use, they cannot be upgraded to 64-bit Zoom Room Citrix Workspace Citrix ShareFile CORE (BQE) Communications: Zultys Phones/Unified Communication Hosted on-premises Everstream SIP trunks: rtrammell@everstream.net Document Repositories: Shares: NOBLE-DC and Noble05 (Terminal Server) contains some networks shares Cloud: ShareFile Endpoint Support Details: Approved Operating Systems: Windows 10 Pro, Windows 11 Pro Application Listing Now uses BillQuick Core hosted by BillQuick. All support numbers are the same. https://bqekb.zendesk.com/hc/en-us = knowledge base https://www.bqe.com/company/contact Email: support@bqe.com Tel: + 1 (310) 602-4030 BillQuick Core (BQE): We do not support BQE/BillQuick Core. Users are requested to contact BQ support directly as per Mike Dinius. We do act as liaison and assist with admin credentials. NAIC TM Support Annual audit software fee Sharefile/Podio File storage and process automation; SIM2K is SME Podio – Part of ShareFile; used for onboarding new staff. Requests come from Podio to itsupport@noblecon.net. ticket@sim2k.com is part of that distribution group and we get tickets for the Podio tasks. The Podio admins at Noble are Lisa Warrum, Mike Dinius, and Steve Hazelbaker. Zoom Video Meeting Software; SIM2K is SME Zoom Rooms have 3 components. Host PC running the Zoom Room software, a controller iPad and a display iPad. Make sure Zoom Room software is running and power cycle the PoE->Lightning connector for the iPad if it is not connecting to the network. iKnowble App Employee communication; Saviom Scheduling Software; SIM2K is SME SimpleMDM Management software for iPads and iPhones; SIM2K Certify Expense reporting Lastpass Password Security Trakstar (Promantek) Employee valuation software Survey Monkey Surveys for CPE DVI Ventures Podio Support TeamMate – Primary POC for support is Brent Bostic ISP: Internet Service Provider (ISP): Everstream (Internet Access/VOIP Phones) Wi-Fi Enabled Printing Single large Konica hosted on NOBLE-DC for Main office NOTE: Teammate is hosted at the NAIC and accessed via a Citrix connection. We do not support those servers, only the Citrix clients. Have users call the NAIC helpdesk for any server-side issues. The root level folders on Noble05’s N drive will need “Noble Staff” security group applied to them. Brent Bostic (bbostic@noblecon.net) also provides support inside Noble. Using Teammate EWP from Noble05 will require a separate Teammate NAIC account than the one they use for the Citrix connection, which they all should have access too.
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New User Setup Noble Consulting
Point of contact for new laptops and hardware is Ron Romine, rromine@ksmcpa.com- cell- 317-509-8919 at KSM add to Noble Employees -- all new employees, Staff – all new employees, EC -- only Rick Nelson KnowBe4 accounts are made manually Details & Order of Operation Core Identity Create user in AD and preferably copy user permissions Add to groups Notify KSM after creation (they manage O365 and Barracuda spam filter) Mention needed groups Create ShareFile account (Need email address to be ready) Go to Glue for credentials and the link Once logged in select the people tab on the left and select Manage Users Home Select Create Employee and enter in the user’s name, email, and company. Scroll down and assign the .1 resource folder under share folders with Download only access. Select Create and continue Sometimes you may need an additional license which it will redirect you to. If you are redirected, up the employee license count by the number of users needed. Add the user to the 2022 Exam Orders and the 2023 Exam Orders with upload and download access only unless otherwise specified. Add the user to the Noble Exam Reports folder with Download and Upload access unless otherwise specified. Create Users in KnowBe4, Duo (phone number required), and Zultys We do not handle the creation of Billquick users. Lorie Ellert sets up their Billquick account, which is used for their paychecks/billing Per user basis Zultys – copy existing user formats. Check for open DID Assign open extension between 101 and 400, example pick up at the highest # (344) LastPass See Glue for link and credentials Select add more users with email and name If a license is needed, select the buy more license option and increase the count
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User Offboarding Noble Consulting
Details & Order of Operation Core Identity (often Active Directory) Disable AD account (Scramble password too) Remove from groups Disable ShareFile account Grant the “Users Folder Access” group modify rights to their “home folder” in E:\Users on Noble-DC Notify KSM for O365 and Barracuda Forward email or/and convert to a shared mailbox if necessary Remove/disable from Duo, KB4, Ask SIM2K to remove from Zulty's
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PC Setup Noble Consulting
Basic Setup Change Power Settings: Settings>Power & Sleep>Replicate Setting in Image Below Install Windows Updates Install Dell Command Updates or equivalent Remove Bloatware Remove built in Office 365 Enable BitLocker Encryption and Save Recovery Keys Client Specific Setup Note: Most of all applications listed can be installed from \\noble-dc\NCS IT Data\Applications Download and Install Google Chrome: Google Chrome - Download the Fast, Secure Browser from Google Download and Install Firefox: Get Firefox for desktop — Mozilla (US) Download and Install VLC: Official download of VLC media player, the best Open Source player - VideoLAN Citrix Files/ShareFile for Desktop and Outlook – web install. company is Noblecon, map to S:\ (default) and use company sign-in. Citrix Workspace – web installation Many users utilize TeamEWP. They access this by having Citrix Workspace installed and opening the TeamEWP file (which is a .ica file) from the NAIC website that they have access to. Make sure .ica files are defaulted to open with Citrix Workspace ZAC and Fax driver 64-bit Zoom and Zoom Outlook Plugin – Make sure Zoom gets integrated with Outlook in general settings. Download from: “Download Center for Zoom Apps and Plugins | Zoom” (Install during user setup/login) Domain join (noble.local) Adobe Pro (Usually Adobe 11) APPLY 11.023 update before opening Adobe The Adobe licenses are in \\noble-dc\NCS IT Data\Applications\Adobe Acrobat Std XI Copy Noble05 RDP (\\noble-dc\NCS IT Data\Applications) file to public desktop Install S&P Global for Excel (noble-dc\NCS IT Data\Applications\S&P Global Pro) Use this link to grab latest download as of 2/7/24: https://go.spglobal.com/NTY1LUJETy0xMDAAAAGOI7rd0zaqG8Dlu2xVC9jC-bGrVdT7Kn25qOFW8qlR9tLSUkLQ3XWad-9J3QqMNxkXHdJaKWY= Duo required on all PCs (lvl 2) Copy setup from Do not fail open, use auto push (defaults) Have end-user setup offline access so they are not locked out of the PC! For Lenovos the time synch must be enabled. See pics below Go to control panel, date and time, set date and time, internet time, Change settings, check the synch time option, select update now, select ok, and finally close all the windows out. Update Noble Computer Inventory spreadsheet on I:\Documentation\Noble Hardware Documentation which is also under NCS IT Data in the DC Per user If a replacement computer, backup everything on documents, desktop, and pictures. Inquire if there is anything they need from downloads. OneDrive can be used for the majority and the rest can be transferred via a network share on \\noble-dc\Users or via thumb drive. If bookmarks and passwords need to be grabbed from web browser, just create or log into their email account on the web browser to sync it all. FileZilla Host is AMR Teammate+ Teammate related addin/integration software through the web https://naiccoordinatedfedramp.teamcloudgov.com/TeamMate/ We do not supply the software, the user provides it if they have access and the software is usually acquired from the Teammate+ website. user profile > support page > Advanced Integration installer Add-in tester is below support page Onboarding Activate Duo Make sure all users have Duo Mobile app installed on their phones Send activation code via text from Duo admin center Log into the user account Setup Offline Duo account (Pops after duo authentication) Clean up the taskbar Default apps to Google Chrome and Adobe 11 Pin Office apps and Google Chrome to the taskbar Log them into their Office account Log them into OneDrive and Teams Activate their ShareFile account via account creation email Log them into their ShareFile account Show them how the S drive/ShareFile app works Via File Explorer and sign in from system tray occasionally Setup a Google Chrome account under their noble email for syncing bookmarks If available, log them into their Zultys Zac app for phones Hand off their phone numbers and extension
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Team Mate+ Add-in Installation
ISSUE: Installing Team Mate Addin and testing functionality SOLUTION: Download and Install the plugin from the Support Page When installing the Addin you will need to apply the following Addin credentials: After installation, you will need to run some tests that are available on the same page as the installer link: After the tests are complete insure that the plugins are installed in Excel and Word. These need to be validated from files within the Team Mate+ website, the Addins do not show on the local install of Word or Excel: Have the user open Word, Excel, and Adobe from Team Mate + and validate that the Add-ins work properly
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S&P Capital IQ Pro Office Add-in Installation
Task: S&P Capital IQ Pro Office Add-in Installation PREREQUISITES: Users need to have a login to the S&P website SOLUTION: Have user log into the S&P website On the home page tabs go to More -> Links Download and install S&P Capital IQ Pro Office Add-in, at the start of the installation process make sure selection the below indicationed option: There might be the following Roadblocks: You might need to cycle through the admin passwords located in LastPass (start with the local admin accounts if they are not on VPN) there might be a SIM2K popup that you will need to submit to allow the executable to run. POST-INSTALLATION TEST: Have the user navigate to a file that uses the plugin have the user sign in to the S&P website and perform an action on the spreadsheet
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FileZilla Setup
ISSUE: Some Users utilize FileZilla to transfer files from a particular vendor SOLUTION: These are the client install instructions and settings ScreenConnect to the User Click the File Transfer icon and select Send File Browse to \\ksmmanageengine\DC_Deploy\FileZilla Select FileZilla_3.65.0_winzip64-setup Run the installer on the user's machine Launch the application Use the credentials in LastPass > Shared-Support Services Noble > FileZilla Application Settings Site Manager (General Tab) Host: sftp.actmanre.com Type: SFTP - SSH File Transfer Protocol Login Type: Normal Port 22 Site Manager (Advanced Tab) My Sites > AMR Server Type: Default
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Citrix Receiver
ISSUE: Some people might need to have the Citrix Receiver installed to access TeamMate on certain projects SOLUTION: They will get to the website and be prompted to download the application Get to the right location to see the download button Once it is downloaded, open and run file from downloads folder Follow the prompts Once it is complete, it will require a machine reboot Once they are back in, they can goto the website and run the applicaiton
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Teammate - Error Cannot Preload Metadata
ISSUE: User is receiving an error message in Teammate on Noble05. SOLUTION: Delete the user profile from Noble05. STEPS: RDP into Noble05 IP Address: 172.28.105.156 Login as LastAdmin account Open System Properties Search for SystemPropertiesAdvanced Access User Profiles Select User Profiles > Click Settings Delete the User Profile Select the user profile and click Delete NOTES: Ensure the user is logged out before deleting their profile.