This document outlines the process to follow when a new PC is brought into XSTRA for management or technical attention.
Definitions
- Client: A customer of XSTRA
- “X” Number: A unique ID assigned to each Client (e.g.
X67). “X0” is reserved for internal use. - PC: A Windows machine owned by either the Client, the User or XSTRA
- User: A person who works for the Client, or, as an individual in the case where the PC is owned by the User
- XAGENT: Software for PC registration, identification and remote management
- XDEVICE: A subscription for managing PCs using XAGENT – More Info
- XCLOUD: A cloud UI subscription for Users – More Info
- XCRM: XSTRA’s technical job tracking and ticketing system
- Engineer: A person engaged as an Engineer at XSTRA
Questions to Ask Before Proceeding
- Is the PC owned by the Client?
- If yes: Is the Client subscribed to XCLOUD?
- If yes: Proceed to Section 2
- If no: Proceed to Section 3
- If not owned by the Client: Is the PC owned by the User?
- If yes: Proceed to Section 4
- If no: Proceed to Section 1
- If yes: Is the Client subscribed to XCLOUD?
Section 1: PC Owned by XSTRA
- Open a new ticket in XCRM against XSTRA
- Reserve a blue “Property of XSTRA” sticker (unique Z number)
- Download and run XAGENT from xagent.x.direct
- Change the PC hostname using one of the following formats:
- For internal use:
Z105 - For Client deployment:
X67-Z105
- For internal use:
- If XDESKTOP is required, tick the “XDESKTOP” box
- Complete the XAGENT install (PC shuts down automatically)
- Attach or post the blue sticker with instructions
- Track actions in XCRM
- Close the ticket
Section 2: PC Owned by the Client, who has XCLOUD Subscriptions
- Open a new XCRM ticket for the correct Client, Site, and User
- Reserve a gold XDEVICE sticker (e.g.
XD3458) - Download and run XAGENT from xagent.x.direct
- Change hostname to format:
X67-XD3458 - If XDESKTOP is required, tick the “XDESKTOP” box
- Complete the install (PC shuts down automatically)
- Attach or post the gold sticker with instructions
- Track actions in XCRM
- Close the ticket
Section 3: PC Owned by the Client, No XCLOUD Subscriptions
- Open a billable ticket in XCRM for the correct Client, Site, and User
- Track all actions in XCRM
- Close the ticket
- An invoice will be issued to the Client in the usual way. Along with the invoice, there will be a unique URL (website link) to a pre-prepared quotation. By accepting this quote to register their PC under an XDEVICE PC Edition subscription, the Client can have the invoice value reduced to $0 as a one-time credit.
Section 4: PC Owned by the User
- Open a ticket in XCRM assigned to the User’s personal entity
- If not related to XCLOUD connection, mark as “Billable”
- Track all actions in XCRM
- Close the ticket
- An invoice will be issued directly to the User, not the Client. Along with the invoice, the User will receive a unique URL (website link) to a pre-prepared quotation. By accepting this quote to register their PC under an XDEVICE PC Edition subscription, the User can have the invoice value reduced to $0 as a one-time credit.
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