1. TAX-AIDE IMAGING & TUNE-UPS Status Update Art Rudeseal – NTC, CO1 D18 TC (HMR Modified) September 5 & 8, 2014 TCS Calls1

2. TAX-AIDE Agenda ● Windows Imaging status Windows 7 Windows 8 ● Windows Tune-up Guide status IRS computers Non-IRS computers September 5 & 8, 2014 TCS Calls2

3. TAX-AIDE Windows 7 Pro SP1 32-bit image ● Windows 7 is the OS of choice for Tax-Aide. AARP-purchased systems ship with Windows 7 ● Office viewers were removed from the latest Windows 7 image to allow continued use of a standard single-layer DVD. Recommend use of OpenOffice or LibreOffice for viewing Office documents ● Windows and MSE updates applied; Aug 12 bad Microsoft updates removed ● Windows log in credentials updated September 5 & 8, 2014 TCS Calls3

4. TAX-AIDE Windows 8.1 Pro Update 64-bit Image ● The Tax-Aide Windows 8 image removes “Modern” tiled interface, replaces it with Windows 7 style desktop interface. For volunteer users, very much like Windows 7 ● No Office viewer applications. Use Microsoft OneDrive online office applications, or Win 8 Word viewer application, OpenOffice or LibreOffice. September 5 & 8, 2014 TCS Calls4

5. TAX-AIDE Win 8 Image Requirements ● Unified Extensible Firmware Interface (UEFI) capable computer All Windows 8 capable 64-bit computers (includes Lenovo B590 & E540) Many modern Windows 7 systems can support UEFI with a bios selection. ● This image is not intended for use with older systems – use Windows 7 for these systems. September 5 & 8, 2014 TCS Calls5

6. TAX-AIDE Windows 8 Licensing ● “Core” is approximate equivalent of Windows 7 Home Premium Machine label = Windows 8 ● “Professional” = Windows 7 Pro Machine label = Pro Windows 8 ● Tax-Aide image is Professional only ● OEM Windows 8 Pro systems have the Pro license key built into the BIOS. This key will be used by the image. ● To upgrade Win 8 Core to Win 8.1 Pro apply to Taxaidetech for access to national Windows 8 Pro license key. September 5 & 8, 2014 TCS Calls6

7. TAX-AIDE Locally Donated Win 8 Systems ● Entry point of Windows 8 systems into the program. ● The “Modern” interface causes issues for many volunteers. ● Win 8.1 Update is configurable to traditional “desktop” look ● For the below alternatives, the computers must first be entered into the TCS and National inventory ● Alternative 1 – Use the National License Key to downgrade to Windows 7. ● Alternative 2 – Use our Windows 8 image with the system’s built in Pro or use the Windows 8 Pro National License Key September 5 & 8, 2014 TCS Calls7

8. TAX-AIDE Which OS? ● The primary or default OS for Tax- Aide usage is Windows 7 ● Windows 8 is being supported to allow upgrade of locally donated Windows 8 computers to a standardized Windows 8 system image. September 5 & 8, 2014 TCS Calls8 If in doubt use Windows 7

9. TAX-AIDE Where do I find the images? ● Images and installing instructions are available at AARP Tax-Aide NTC Resource Website ( http://www.taxaideaarp.org/ )http://www.taxaideaarp.org/ September 5 & 8, 2014 TCS Calls9

10. TAX-AIDE Availability ● 2014 Windows 7 (August) and Windows 8 (July) Images are available now. Both will be updated in Nov/Dec so that they are more up to date when most systems are pulled from storage. ● New Lenovo E540 systems Will ship with our August 2014 Windows 7 image Has an AARP Tax-Aide product key installed Windows must be activated upon receipt September 5 & 8, 2014 TCS Calls10

11. TAX-AIDE Windows User Log Ins ● All AARP Tax-Aide images starting with the August releases Use the 2014 IRS Volunteer user password Include the additional “Installer” user  Explained below Require passwords to be changed annually  At least 8 characters  Must meet complexity requirements  May not be any of the most recent 10 passwords September 5 & 8, 2014 TCS Calls11

12. TAX-AIDE DVD Issues ● Image DVD Fails to boot correctly (should be <1min to first user interaction) or Fails with an error during image installation ● Always due to data corruption Check ISO download validity; see website Use CDCheck to validate DVD media DVD readers on old computers may have issues with modern DVDs ● Windows 8 image requires a double-layer DVD September 5 & 8, 2014 TCS Calls12

13. TAX-AIDE Tune-up Guides ● For systems that are not re-imaged – 2 guides: IRS-owned computers Personally-owned, Site-owned, and AARP-owned donated computers ● These guides are published on the Volunteer Portal at: OneSupport Help Center Technology Image and Tune-up September 5 & 8, 2014 TCS Calls13

14. TAX-AIDE IRS Tune-up ● A workaround for the failure of the TaxWise Workstation Setup Program ● A fix for the failure of TWO Client Letters to print correctly ● Sets the IE Compatibility View List September 5 & 8, 2014 TCS Calls14

15. TAX-AIDE Non-IRS Tune-up ● For TWO Verifies the proper setting of the IE Compatibility View List Configures comprehensive delete browsing history upon exit from the browser – “clear cookies +” ● For TaxWise desktop Updates.NET Framework requirements to 4.5.1 or higher Enables Linked Connections Windows system policy for computers that will be using TaxWise client/server networking September 5 & 8, 2014 TCS Calls15

16. TAX-AIDE Demoting the Volunteer User ● For non-IRS computers used only for TWO without the Alternative Preparation Solution (APS) ● To reduce susceptibility to malware installation ● Create a new Windows user called “Installer,” make it an Administrator ● Demote the Volunteer user from an Administrator to a Standard user September 5 & 8, 2014 TCS Calls16

17. TAX-AIDE Lenovo B590 Download Issue ● B590 systems that still have the factory image: “Tax-Aide Lenovo B590 18AUG13” The Volunteer user may exhibit a failure to correctly download files with the.exe file extension (or others). ● Effective workarounds include: Use the Administrator user for downloading Delete and re-create the Volunteer user Temporarily turn off UAC for downloads ● Recommended solution is to re-image these systems. September 5 & 8, 2014 TCS Calls17

18. TAX-AIDE Imaging & Tune-ups Questions ??? September 5 & 8, 2014 TCS Calls18