Complete Copier Installation Checklist for IT Managers

A step-by-step copier installation checklist for IT managers — from delivery and setup to network configuration and user training.

Copier Installation Checklist for IT Managers

Phase 1: Pre-Delivery

• [ ] Confirm installation location has adequate floor space

• [ ] Verify floor can support machine weight (200–400 lbs for floor copiers)

• [ ] Ensure dedicated 15–20 amp electrical circuit is available

• [ ] Confirm network drops or WiFi coverage at the location

• [ ] Clear pathways from building entrance (measure doorways)

• [ ] Arrange freight elevator access if needed

Phase 2: Delivery & Physical Setup

• [ ] Inspect external packaging for damage before crew leaves

• [ ] Remove all shipping materials (drum locks, foam, tape)

• [ ] Level the machine using built-in leveling feet

• [ ] Install paper trays and finishing equipment

• [ ] Load paper with correct size settings

• [ ] Connect to dedicated electrical circuit

• [ ] Power on and verify startup completes without errors

Phase 3: Network Configuration

• [ ] Assign a static IP address (document in your network map)

• [ ] Configure subnet mask, gateway, and DNS

• [ ] Set machine hostname per your naming convention

• [ ] Deploy print driver via Group Policy or MDM

• [ ] Test printing from representative workstations

• [ ] Configure scan-to-email (SMTP settings + authentication)

• [ ] Configure scan-to-folder (map shared folders with correct permissions)

• [ ] Change default admin password — critical security step

• [ ] Enable hard drive encryption

• [ ] Configure user authentication (PIN, badge, or AD integration)

Phase 4: User Setup & Training

• [ ] Create user accounts or sync with Active Directory

• [ ] Assign department codes if using print accounting

• [ ] Set default print settings (duplex, B&W defaults)

• [ ] Schedule training sessions for key user groups

• [ ] Designate a "super user" in each department

Phase 5: Documentation

• [ ] Record serial number, IP address, and admin credentials in asset management

• [ ] File warranty documentation and service agreements

• [ ] Record initial meter readings (color and B&W)

• [ ] Document vendor support contact and escalation path

• [ ] Schedule 30-day follow-up

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