Remote Access Checklist

The below will be distilled into a literal checklist document which we send to client IT teams to complete. In the meantime, these are the facts and questions we need answered when accessing client servers remotely.

Remote Access Contact person info
- Name(s):
- Mail
- Main Phone
- 2^nd Phone
- Time zone
VPN client – see host recommendation for supported VPN Client List
- VPN Client download link:__________
- Vendor: _________
- Version:___________
- Steps to access via the VPN client
- Are there any common or possible issues users encounter connecting?
- VPN Client Credentials
- Will the account always remain active or will it expire periodically?
  - If it expires, what is the process to have the account activated before an update?
  - If it expires, how much notice is needed to reactivate the account?
- Time restrictions
- sign on procedures: any programs to open or settings to change upon logging in
- sign off procedures: any steps to take when logging out
Web server login credentials
- Server IP address(es) and Fully Qualified Domain Name (FQDN) name(s)
- Microsoft Remote Desktop Protocol (RDP) enabled
- domain or local? Domain: _____
- Will the account always remain active or will it expire periodically?
  - If it expires, what is the process to have the account activated before an update?
  - If it expires, how much notice is needed to reactivate the account?
- administrator access to machine
  - (This is required for us to configure ~30 IIS settings.)
- sign on procedures: any programs to open or settings to change upon logging in
- sign off procedures: any steps to take when logging out
- FTP Client or Server (FTP Credentials)
- ability to open/extract .RAR archive files
IF SEPARATE FROM WEB SERVER: Vision CMS Database server login credentials
- Server IP address(es) and Fully Qualified Domain Name (FQDN) name(s)
- Microsoft Remote Desktop Protocol (RDP) enabled
- domain or local? Domain:____
- Will the account always remain active or will it expire periodically?
  - If it expires, what is the process to have the account activated before an update?
  - If it expires, how much notice is needed to reactivate the account?
- administrator access to machine (??)
  - sysadmin access to the database instance
  - administrator access to hosting environment
- sign on procedures: any programs to open or settings to change upon logging in
- sign off procedures: any steps to take when logging out
- access to backup database
- access to restore a backed up database
  - if not, make sure a DBA is on standby
Vision CMS Database Server Management Studio System Admin (SA) login credentials, if different from the account used to access the machine
Sign off procedures: any steps to take when logging out of VPN Client, Web and Database Servers
If there are subsites
- separate Web and/or DB servers? If so, same checklists as above for each server