Unit 3 Framework

Unit 3: Hardware/Equipment and Systems Installation Learning Outcomes A candidate following a programme of learning leading to this unit will be able to: •

Prepare for, assemble and integrate hardware/equipment and systems products, including: o

Identify configuration options, and their effects, for different hardware systems

o

Integrate different systems, demonstrate an understanding of the criteria to be used, the expected outcomes, the types of problem that could occur and the actions to be taken for different types of problem

o

Install system software to upgrade systems, understand the procedures for maintaining data integrity, and carry out checks to ensure that software meets operating specifications

o

Understand the principles of configuration management and change control

o

Document strategies for resolving problems and identify methods for ensuring that all interested parties are informed of actions undertaken

•

Understand the principles of configuring the components of an ICT infrastructure

•

Customise ICT systems and services, demonstrate an understanding of the criteria to be used when reviewing customisations, the expected outcomes, the types of problem that could occur and how to deal with these

•

Understand the principles and importance of quality assurance, and how to apply quality assurance procedures

Links to the Level 4 and 5 for IT Professionals A course of study leading to this unit will provide the candidate with the underpinning knowledge and understanding requirements and also the practical skills needed to support the achievement of the following NVQ units: NVQ Unit Develop personal and organisational effectiveness Interpersonal and written communication Investigating and defining requirements Quality management of ICT products and services Security of ICT systems Software installation and upgrade System management Technical advice and guidance

Level 4 4 4 4, 5 4, 5 4 4, 5 4, 5

Entry Restrictions There are no prohibited combinations of entry.

OCR Level 3 Certificate/Diploma for IT Professionals

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Unit 3: Hardware/equipment and systems installation

Unit Content: Hardware/Equipment And Systems Installation Assessment Objectives

Knowledge, Skills and Understanding

1 Prepare for Hardware/equipment and systems installation a Carry out preparations in advance of installing hardware/equipment

Understand • The features that will affect the installation

b Justify the installation plan and report decisions taken

• •

Possible problems and possible solutions Choice of hardware and configuration settings

c

Select: • Sources of information and research • Actions to take

•

Understand reasons for location of equipment (security, power supplies, connection requirements, environment considerations)

d Document • POST results • strategies for resolving problems and ensure all parties are kept informed

•

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Understand the importance of liaising with users and others, provision of communication links and sources for help during installation, health and safety issues considered, network features, user training Understand • Understand consultation and research evidence • Understand risk assessment, matching company practices with legal requirements and stating clearly any discrepancies, equipment requirements and handling needs • Understand the need to track and coordinate IT operations, especially in regard to normal business operations. • Appreciate the reasons for a plan for the installation and the need to keep records • Understand Assembling • Identify the components in the packaging • Understand the stand alone setting up to ensure device is not Dead On Arrival • Understand the need to integrate components. Candidates will provide documentation showing an explanation and justification, where appropriate, covering these points: • configuration options and their effects for each component • integrating different systems • installing system software to upgrade a system

OCR Level 3 Certificate/Diploma for IT Professionals

Unit 3: Hardware/equipment and systems installation

Assessment Objectives

Knowledge, Skills and Understanding • •

Configuration management Change control

Understand •

Choices made for settings to be configured in the light of latest information • The effect device had on current system on power up • The stages during the installation of the software necessary for the device to function • Use of plan to configure device, time of configuration described, settings justified with reasons for changes to plan identified, records identifying stages in process • The provision of a mechanism for accepting changes that will be beneficial and rejecting ones that may not be • Recording revisions and the need for backup • How it permits formal acceptance for changes • How it enables changes to take place with minimum disruption, identifies the impact of any installation • How everyone affected by the installation can be involved at all stages • How planned installation can be proposed, evaluated with the impact on quality of work being considered • How system will exist to notify staff of the developments taking place • It provides a record of how the installation progressed The need for recording decisions made to enable others to see what has happened, why and when. When and why this may be necessary. 2 Change the configuration of the principle components of an ICT infrastructure a Change the settings user/group accounts b Change the Shared access rights to folders/files c Change the user rights d Change the file/device locations

OCR Level 3 Certificate/Diploma for IT Professionals

Understand • User/group accounts • Shared access rights to folders/files • user rights • File/device locations • The necessity for users to be logged off • The files required by users of the new device(s) and access rights

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Unit 3: Hardware/equipment and systems installation

Assessment Objectives

Knowledge, Skills and Understanding

3 Explain the customization of ICT systems and services a Criteria to use for reviewing installation b A justification of the expected outcomes c A description of the types of problem that might arise and possible solutions

Identify • Accepted values for timescale, performance figures, tests to be used (such as network traffic analyser, system tools, user feedback forms, supplied diagnostic tests) • Targets agreed as part of the control management • Hardware failure, software incompatibility, operating system difficulties

4 Discuss the principles and importance of quality assurance at all stages a Provide evidence of quality control applied at • The planning, the installation and selection of components • On delivery of packaging • On first powering up • On installing device(s) • Integrating the device(s) into the existing system b Evidence the appliance of quality assurance procedures covering some of these items: • Document control o Document distribution o Document revision and procedures • Quality records o Processes for record generation and maintenance • Management responsibilities o Representatives o Responsibilities o management review • Job descriptions o Staff competence, awareness and training • Design and development o Design change o Pre-production quality and planning

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Identify • The need for detailed records for reviewing installation and backup • Identifying possible damage to device(s) • assurance that device(s) work • Realisation of how device(s) operate within an existing system Describe: • The report to show items from the list that are relevant to the assignment Identify and evaluate: • Reasons for a system to deal with documentation and records • The importance of quality control and the process of record keeping • A definition of the division of responsibility between management and workers • Who does what and why • The progression from initial plan through changes • The factor’s in deciding on a purchase

OCR Level 3 Certificate/Diploma for IT Professionals

Unit 3: Hardware/equipment and systems installation

Assessment Objectives •

c

Quotation processes o Assessment of complaints and returned goods policy o Warranty and service offered o Supplier evaluation o Purchasing • Receiving and inspection o Scheduling o Identity number assignment o Product labelling • Customer acceptance o Testing by user(s) o Performance criteria to use o Formal documentation • Use of monitoring and measuring devices o Monitoring and measurement of processes o Effectiveness criteria o Reporting o Improvement o Review Evidence • Corrective actions • Preventative actions

Knowledge, Skills and Understanding Understanding • The importance of record keeping from this stage. Consideration of the need for ‘Just in Time’ Evaluate • The use of equipment to monitor the environment or the device(s) for temperature, electrical levels, traffic flow, reliability Identify and evaluate • Examples of actions taken as a result of the installation

Assessment Form of Assessment Assessment will take the form of practical activities that are locally set, locally assessed and externally moderated. In order to achieve a Pass in this unit, candidates must demonstrate skill in each assessment objective.

OCR Level 3 Certificate/Diploma for IT Professionals

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Unit 3: Hardware/equipment and systems installation

Assessment Tasks Candidates are required to complete tasks that address all of the assessment objectives and evidence must be available that shows where and how the assessment objectives have been achieved. Tutors may set specific assessment tasks. Alternatively, candidates may use naturally occurring evidence from their workplace. Evidence Candidates will be required to complete OCR-provided forms identifying where and how the assessment objectives have been met. Additionally, candidates will be required to provide copies of the documentation that they have completed as part of their tasks. Tutors will be required to complete an observation checklist confirming that all activities have been completed to a standard that would be acceptable in the workplace. An evidence checklist and/or observation checklist are included immediately after this page. Tutors are able to photocopy these forms. Tutors and candidates must use these checklists to record assessment objectives achieved and the page numbers where these objectives can be evidenced on the documentation provided for assessment. It is essential that the candidate numbers the pages of the submitted evidence, as a reference to these will be required as part of the evidence checklist.

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OCR Level 3 Certificate/Diploma for IT Professionals

Unit 3: Hardware/equipment and systems installation

Evidence Checklist Candidate Name: Qualification:

Centre Number: OCR Level 3 Certificate/Diploma for IT Professionals

Hardware/Equipment and Systems Installation Unit 3 Ensure the following are included as a minimum Complete boxes with a √ or required information Please reference the assessment objective achieved with the relevant page number where the evidence can be found Assessment Objective Covered by Evidence

Candidate Checked (√ )

Page Reference

Tutor Checked (√)

Printouts/Reports Required 1a

Document any preparations carried out in advance of installing hardware/equipment to include features that will affect the installation, possible problems and solutions and choice of hardware and configuration settings

1b

Justify the installation plan and any decisions made

1c

Document sources of information and research and any actions to be taken

1d

Document POST results and strategies for resolving problems

3a

Document the criteria which should be used for reviewing installations

3b

Provide justification of the expected outcomes

3c

Describe the types of problems that might arise and any possible solutions

4a

Provide evidence of quality control applied at:

4b

•

The planning of the installation and the selection of components

•

The delivery of packaging

•

The first powering up

•

Installing devices

•

Integrating the device(s) into the existing system

Provide evidence of the appliance of quality assurance procedures covering at least five of the following: •

Document control

•

Quality records

OCR Level 3 Certificate/Diploma for IT Professionals

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Unit 3: Hardware/equipment and systems installation

Assessment Objective Covered by Evidence

4c

•

Quality records

•

Management responsibilities

•

Job descriptions

•

Design and development

•

Quotation processes

•

Receiving and inspection

•

Customer acceptance

•

Use of monitoring and measuring devices

Candidate Checked (√ )

Page Reference

Tutor Checked (√)

Produce evidence of corrective and preventative actions

Date of Completion: Candidate’s Signature: Assessor’s Signature:

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OCR Level 3 Certificate/Diploma for IT Professionals

Unit 3: Hardware/equipment and systems installation

Observation Checklist Candidate Name:

Centre Number:

Qualification:

OCR Level 3 Certificate/Diploma for IT Professionals

Unit 3

Hardware/Equipment and Systems Installation

Assessment Objective Covered by Evidence

2a

The settings of user/group accounts have been changed

2b

The shared access rights to folders/files have been changed

2c

The user rights have been changed

2d

The file/device locations have been changed

Checked (√ )

Date and Initials of Centre Assessor

Centre Assessor Comments

Date of Completion: Assessor’s Signature:

OCR Level 3 Certificate/Diploma for IT Professionals

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