PBSI Technology Solutions www.pbsinet.com

Windows 10 Setup Recommendations PBSI Technology Solutions Overview

Setup Principles

Secure vs Unsecure Clean vs. Clutter Fast vs Fun Consistent & Supportable vs. Individual Freedom

Visual Efficiency & Productivity Menu Setup

Settings App - Personalization

o Personalization, Start – “Use Start full screen” turn OFF - Avoids main complaint with Win 8

Start Menu customization

o Press Start button - Right-click on each menu box to change o Turn “Live Tile” OFF for each menu box (may have to choose “” to On/Off) o – Set this up for end user . Unpin extraneous Menu boxes from Start Menu - Right click to “unpin” . Resize Menu boxes – Recommend setting all to Medium size . Arrange menu boxes – Defaults . Pin to Start Menu: Group1 Frequently used Apps (ie Browser, File Explorer, Outlook) . Pin to Start Menu: Group2 Opt: App, OneNote, Antivirus, PBSI , etc.)

Taskbar Setup

• Add apps to - From Start Menu, Pin selected apps to taskbar (left side) o From Start button, Find app in left-hand column o Right click on desired app, select “Pin to Taskbar” o Recommendations: Add File Explorer, Browser of choice, (Win Accessories) o Recommendations: Add always-open apps: ex: Outlook, OneNote • Set Taskbar Settings- Right click on taskbar – bottom of screen o Opt: Toolbars – select NONE of these to display o Opt: Search – Select “Show Search icon” o Opt: CHECK – Show button (On Tablets – select Show Touch Keyboard Button) o Properties . Taskbar tab Lock the Taskbar UNCHECK (NO) . Auto-hide taskbar UNCHECK (NO) . Opt - Use small icons CHECK (YES) (Preference, but can see more tabs) . Combine taskbar buttons – Select “Combine when taskbar is full”

PBSI Technology Solutions 200 Northland Boulevard Cincinnati, OH 45246 (800) 626-2306 www.pbsinet.com “Helping clients achieve success – since 1983” PBSI Technology Solutions www.pbsinet.com

File Explorer – Key to Productivity

• Recommendation: Use File Explorer for ALL searches – (ie: Don’t use Word to search for Word files) o Many apps limit search results to certain file (Word looks for .doc or .docx) o Many apps search in chosen folder ONLY – ignoring matches in sub-folders o File explorer solves both issues, and opens files with your app of choice

File Explorer Setup

• Set File Explorer for “Details” view o Open File Explorer o View Tab, select “Details” o Add columns until you have: Name, Date Modified, Type, Size, Folder Path o Select Size all columns to fit o Set folder sort default – Sort by name or by Date-modified • Set File Explorer to default to Quick Access (instead of This PC); and set defaults for all folders o Open File Explorer, select View tab o Options button, then “Change Folder and search options” o Open file explorer to “Quick Access” (don’t leave the screen yet – Set Folder Defaults • Set File Explorer Default for all folders o While still in “Change folder & search options”, Choose View tab, then “Apply to all folders” o Later, you can change/customize any individual folders to different View options

Quick Access Setup – New in Win 10 (Replaces “Favorites”)

• Create Quick Access Links (formerly “Favorites”) – three methods Quick Access Method 1 (The Way) . Right click on a folder, select “Pin to Quick Access” . That folder now appears under “Quick Access” . Con - Can’t force sort order. Can’t rename without renaming source folder Quick Access Method 2 - (If you had lots of previous Favorites) . Find previous Favorites (buried under \MyPC\Users\MyName\Documents\Links) • Rename folder to “A Links” o Right click and select “Pin to Quick Access” – You’re set! Quick Access Method 3 (if no previous Favorites – and you want to rename or sequence) . Add new folder under “Documents” called “A Links” . Right click on “A Links” – Choose “Pin to Quick Access” • Now start adding “shortcuts” under “A Links” • To add a new “favorites” /link: (repeat for each desired new link) o Click on “A Links” folder (it is empty) o Below the folder name, (in empty white space) – right click, choose “New”, then “Shortcut” o Browse to find desired “favorite” folder . Select folder, press Next . 1st box – leave name as-is (ie: C:User\Folder Name) . 2nd box – name as you wish (ie: “Chosen Folder Name”) PBSI Technology Solutions 200 Northland Boulevard Cincinnati, OH 45246 (800) 626-2306 www.pbsinet.com “Helping clients achieve success – since 1983” PBSI Technology Solutions www.pbsinet.com

Settings App Accounts

• Your Email and Accounts – Your Picture – Browse to choose a picture or logo o Add/Select a (recommend for each user, especially if use Office 365) • Sign in Options o Camera – You may take your own picture if you wish (and login with it on MS Surface!) o PIN – Consider adding 4-digit pin to login - LOCAL (not remote)

Personalization

• Background – Choose picture or slideshow • Colors – Automatically pick accent color – personal choice OFF (instead, select color of your choice) • Lock Screen – Click “Screen Settings” – Turn off after 30 min; – Select “NEVER” • Lock Screen – Click “Screen Saver Settings” o Choose screen saver; Wait 15 min (preference); DO check “on resume display login screen” • Themes – Select “Get themes in ” optional (ONLY Microsoft -No 3rd party downloads) • Start – Choose which folders appear on Start • Start – “Use Start full screen” turn OFF (this avoids the most common complaint with )

System

• Display (For Windows Tablets, See “Win 10 Tablet PC Setup” document for specific Tablet settings) • Notifications & Actions o Select which icons appear on taskbar (icon selections are preference choices) . Show notifications on the Lock screen – recommend OFF to minimize disruptions) . Most icons set to – OFF . Limited Icons set to ON – , PBSI Systray, OneDrive, o Get notifications from these senders – Most should be set to OFF • Power & sleep o Screen - When plugged in turn off after 30 min (approx, preference), o Sleep - When plugged set “goes to sleep” to NEVER • Power & sleep - For Tablets & Laptops o Set BOTH sleep settings to NEVER, and o Network connection – Set “When PC is asleep on battery, disconnect… Set to NEVER Privacy

• General – Change privacy options o Turn ALL 4 privacy options OFF ( least first 2 – these provide data to Microsoft & partners) • Diagnostics & feedback – Tailored experiences –Set to OFF View Diagnostic Data = Off if disk is tight • Background apps – Set “Let apps run in background” = OFF (performance & battery life)

PBSI Technology Solutions 200 Northland Boulevard Cincinnati, OH 45246 (800) 626-2306 www.pbsinet.com “Helping clients achieve success – since 1983” PBSI Technology Solutions www.pbsinet.com

Update & Security

• o Advanced options . Give me updates for other Microsoft products when I update Windows – Set to ON . Automatically download updates (strongly recommended) – Set to ON • Backup – Windows will automatically set backup unless you have MS Surface with 128GB Hard Drive

Securing your PC

• If you don’t know how to set security – have PBSI or your IT vendor do this for you. • Install antivirus – Replace Microsoft free Windows Defender with organization-mandated antivirus • Set Windows login and password • Map Network Drive(s) – security permissions may need to be revised when adding new users • Apply individual security protocols (variable within each organization)

Browser Setup and Browser Defaults

• Issue: MS Edge is new default – and is hidden and hard to find • Add chosen browser to your Menu and/or Taskbar – remove Edge from taskbar preference) • Find Internet Explorer in All Apps, hidden inside of Windows Accessories • If you want google as your primary search provider, then: o Open Internet Explorer – Go to Settings wheel upper right o Select “Internet Options” – General Tab . General Tab - Select Default Home Page – Recommended: http://www.google.com/ . Programs Tab - HTML editor: choose Notepad or Word if installed . Programs Tab - Manage Add-ons button o Click “Search Providers” . Click “find more search providers” (lower left of screen) . Clock “Google” button, . Click “Add to Internet Explorer” • Click box “Make this my default search provider” . back to Programs Tab – and reselect “Manage Add-ons” o Search Providers – You will now see Google as a choice o Find text and click “ up” so Google is on top o Close & OK – Google is now your chosen search engine For Tablets & laptops Devices o Touchpad (Tablets only) –- Touchpad sensitivity box – If too sensitive, change from to lower

Above recommendations are guidelines, to be applied differently in specific situations. For assistance, contact us anytime,

Your PBSI Security team Rev.082319 PBSI Technology Solutions 200 Northland Boulevard Cincinnati, OH 45246 (800) 626-2306 www.pbsinet.com “Helping clients achieve success – since 1983”