Hosting Setup

Please complete the following information
Information entered below will be used to set up the hosted environment and users for your firm.

Firm Name*
Main Contact Name*
First Last
Main Contact Phone #*
Main Contact Email*
Setting Up User Accounts
Usernames may be set-up with a first initial and last name (e.g., JDoe) or with a company name and number if there are multiples (e.g., Firm1). Generic names like “paralegal” may not be used.

NOTE: If your users have the same first initial and last name (e.g., Jane Doe and John Doe), we will add a number to their user name or the firm name. For example: Doe Law Firm. Usernames can be JDOE1, JDOE2, JDOE3, etc., OR, DLF1, DLF2, DLF3, etc.

Passwords must contain at least 8 characters and at least one special character (e.g.: 4Justice#!). They cannot contain the name of the firm or the user.
User Accounts*
Add as many users as needed. Click the "+" button to add more users.
User Name First Name Last Name Email Address
Email
Hosted accounts are setup using Microsoft 365 Hosted Exchange product. Microsoft 365 provides access to e-mail through Outlook on the Needles Hosted server. You may also access your mail through Microsoft’s website: mail.office365.com. To have your mail setup through the Needles Hosted Server, we need to know your domain provider (e.g., GoDaddy, Network Solutions, AppRiver).
Choose an email option*
- We wish to migrate our email server to Needles Hosted / 365 (Please fill out Domain/Account information to the right)
- We are staying with our current email server
  (Your IT department will need to setup your Outlook email accounts/profiles)
- We don't have email setup yet, and would like to create accounts with Needles Hosted / 365
Email Server Information
Domain Provider Account Number/Name Login User Name
Additional Software
Your hosted package includes Microsoft Office, PDF Reader, and Sophos Anti-Spam. If your firm uses additional software not included in your package (such as QuickBooks), please provide a list below and we will review for compatibility. In some circumstances, it may be necessary for you to provide us with the CDs for installation of that software. If you are on a shared Needles Hosted Server, you are limited to the additional software that is available.
Additional Software
Add as many as needed. Click the "+" button to add more.
Software Name Have CD? Download from Website (Please provide website address) Specific Users or All? (use names indicated above)
Printers
Please provide a list of all printers and the users accessing each. Printers must be compatible with Windows Server 2016.
Printers
Add as many as needed. Click the "+" button to add more.
Printer Name List of Users (use names indicated above)
Do you use Print Auditing Software?*
- Yes
- No
If so, what is the name of Print Auditing Software
Do any of your staff use Macs locally that will need to print?*
- Yes
- No
If so, please list users
Files, Folders & Data
Please estimate the amount of disk space required for all the data your firm expects to transfer to our hosting server. This includes all databases and important files/folders that you would like stored in the hosted envirnment.*
Depending on the amount of data you have, it may be necessary for your firm to copy the data to an external hard drive and expedite shipping to us. A member of our hosting team will reach out to you to discuss this process.
Remote Desktop Best Practices
Please click HERE to access a downloadable PDF with the Remote Desktop Best Practices.
We recommend you save a copy of the PDF and ensure all staff follow the listed best practices.
Acknowledgement*
- By checking this box, I certify I have saved a copy of the PDF and will add it to the firm's Standard Operating Procedures regarding Remote Desktop.
Your Information
Your Name*
First Last
Your Phone Number (if different than Main Contact above)
Your Email Address (if different than Main Contact above)
Your Role at Firm*
*
- By checking this box, I certify that I have double checked the above information for accuracy, and that I have the authority to submit this form on behalf of the firm.
Email
This field is for validation purposes and should be left unchanged.

Software Name	Have CD?	Download from Website (Please provide website address)	Specific Users or All? (use names indicated above)

User Name	First Name	Last Name	Email Address

Domain Provider	Account Number/Name	Login User Name

Setting Up User Accounts

Email

Additional Software

Printers

Files, Folders & Data

Remote Desktop Best Practices

Your Information