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Looking for ideas on creating a IT data sheet for all clients that follow structured guideline that is also easy to read

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#1 Jim Sejas

Jim Sejas

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  • 3 posts
  • Gender:Male
  • Local time:03:50 AM

Posted 11 January 2011 - 10:29 AM

I have been tasked to brainstorm so I figured I would post here and see if anything comes up from your past experiences. At this point we are using a secure site for most of our clients. There is a ton of information but our site is not the prettiest or the fastest to navigate. I'm not using my patience or abilities here I am just addressing the current issues at hand. I will paste the "template" which is pretty big due to the infrastructure listing but this is totally beta and can be restructured as I see fit. Any thoughts or any currently used applications are welcome. Thanks!

Site Engineer
• Primary Engineer -
• Secondary Engineer -

Site Information
• Address –
• Phone Number
• Site Security –
• Estimate user count –
• Primary Contact –
o Email – )
o Title –
• Secondary Contact
o Email
o Title
o Position

Email Information
• Exchange
o Username
o Password
o Username
o Password
• Elephant Outlook
o Username
o Password

• Sharepoint
o Username
o Password
• Network Shares
 User name
 Password
 Hostname
 IP address
 File structure
• Shared name

• Printers
o User name
o Password
o Make / model
o IP address

Data Backup
• Type –
• User name –
• Password –

• Workstations
o OS
o Administrator’s user name
o Administrator’s password
o Application / software
 User name
 Password
• Servers
o Server name
o Administrator’s user name
o Administrator’s password
o Domain
o Primary Function
o Software / application
 User name
 Password
o Managed services software / application
 Username
 Password
 Contact (Consultant) / Title
 Phone number
 Email address
o Make / model
o Server name / OS
o HD / Partitions
o IP address (internal / external)
o RDP address
 Managed by

o Memory / HD
o Processor /speed
o MAC address
o Chassis
o Primary WINS
o Secondary WINS
• Internet Access
o Internet provider
o Domain
o Login location
o User name
o Password
• Wireless
o WEP key
o IP address
o Administrator’s username
o Administrator’s password
• Firewalls
o IP address
o Administrator’s username
o Administrator’s password
• Switches / Routers
o IP address
o Administrator’s username
o Administrator’s password
o IP address
o Administrator’s username
o Administrator’s password
• IP Scheme
o Server range
o Workstation range
o Printer range
o Security range
o Network switch range
o Wireless range
• License Keys
o Software
 Activation key

Microsoft Licensing Center
• User name
• Password

Network Diagram
• Complete network structure

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