New Visitor Onboarding

Here we list the many tasks that have to happen when new visitors are expected/have arrived

This can be modelled on the NewCscfEmployeeGuide, with specific items for visitors

CSCF tasks

To Do list for RT summary field:

 - create WatIam account (Manage Assertion)
 - determine which group/subscription code will be used
 - determine if a Connect account is desired, if so request one
 - provide information about new Connect account and how to access, setup redirect
 - contact sponsor regarding loaner equipment
 - create CS core accounts
 - provide information email about how to access CS core services
 - email introduce PoC

Creating accounts

  • Create an account in WatIam
    • the standard format is [first initial][full lastname] - that may create a longer than 8-character userid, the 8 character version is what gets used
    • an alternate format is [first initial][second initial][full last name] or [first inital][incremental number][last name]
    • other variations will need to be approved by IST, eg: [first name] or [last name]
    • make sure to click "Advanced Employee Create"
    • redirect to existing email address if known
    • notify the new employee they will receive an email to set their password which must be done within 48 hours, then they'll be assigned a username if one wasnt't selected already
  • send a Welcome email, eg:
Hi Professor [Lastname],

We have created a UW user account for you.  Your userid is [userid]

The following email addresses will work, so you can choose which you prefer to advertise:
  [first].[last]   (may not be setup yet)

For now, I have redirected your email to [their current email address]  (which is where you should be reading this )

If you would like to have a UWaterloo email account, we can request an account on our Microsoft Exchange server (we call it “Connect”).  You will be able to login to that here, when it’s ready:

You will have received an email confirming your UW userid and set a password.  If you need to update any information, you can do that here:

When you get on campus, you will connect to our “Eduroam” wireless service.  You need to login as: [userid]  and use the password you've set

We have loaner equipment available (PCs, monitors).  Let us know if you will require anything,

If you receive this successfully, then your new UW email address is working properly.

You can visit the CSCF Help Desk in Davis Centre 2608 and speak to [Help Desk person's name], who can help set your password.  [PoC full name] (cc’ed here) is your official Point of Contact for any computer issues.  He is in DC 26##.  You can also speak to the Help Desk or me, in DC 2607.



  • send email to "" to request a Connect account. Set the resulting RT As a Child of the main RT

Space (office/research lab)


Research Sponsorship

CS Main office

Mailing list(s)


Add to Drupal

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Topic revision: r2 - 2018-09-21 - GordBoerke
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