The IT Knowledge Base is a library of self-service solutions, how-to guides, and essential information about IT services and systems.
On July 19, 2024, a global Crowdstrike update was pushed that caused Windows devices to go to blue screen. These instructions can help restore access to your computer.
This article documents an overview of features, technologies, and reservations for the conference room in the SESP MSLOC offices at 1800 Sherman Ave. Room 3509.
This article documents an overview of features, technologies, and reservations for the meeting room in the SESP MSLOC offices at 1800 Sherman Ave. Room 3516.
This article documents an overview of features, technologies, and reservations for the meeting room in the SESP MSLOC offices at 1800 Sherman Ave. Room 7308.
This article documents an overview of features, technologies, and reservations for the SESP learning space Abbott Hall Room 1601.
This article documents an overview of features, technologies, and reservations for the SESP learning space Abbott Hall Room 1602.
This article documents an overview of features, technologies, and reservations for the SESP learning space Abbott Hall Room 1605.
This article documents an overview of features, technologies, and reservations for the SESP learning space Abbott Hall Room 1607.
This article documents an overview of features, technologies, and reservations for the SESP learning space Abbott Hall Room 1608.
This article documents an overview of features, technologies, and reservations for the SESP learning space Abbott Hall Room 1620.
This document provides background on Northwestern’s guidance around using generative AI services, including data security requirements, and instructions for requesting access to Microsoft Azure OpenAI Service.
Adding secondary devices (security key or biometric authentication) to Duo MFA.
How to add a network or IP based printer for Feinberg.
Additional details regarding Adobe Creative Cloud Synced Files being discontinued After Oct. 1, 2024
An outline of advanced features available for Globus
This article documents an overview of features, technologies, and reservations for the conference room in the SESP Student Affairs Office located in Annenberg Hall Room 123.
A collection of knowledge base articles for common scenarios users encounter during the Back to School season.
This article covers the different options when moving or copying files between SharePoint and OneDrive.
Issue with students access a "Bookings with me" link.
Steps for Canvas admins to use the Northwestern Password Updater tool to update their admin account password (required annually)
Canvas information for graduating students
An explanation of the roles of recipient groups in the Send Email form in CERES.
CERES is Northwestern University’s (NU) Central Electronic Research System. CERES enables NU researchers and administrators to create, review, submit, and track funding proposals, awards, and agreement negotiations that support their sponsored projects. CERES Agreements is a comprehensive, flexible contract management solution that simplifies and streamlines the agreement submission, review, and negotiation process.
An ancillary review for F&A Waiver is required on a funding proposal or award. Ancillary reviews take place concurrently with the normal review workflows and can be added to funding proposals, awards, award modifications, and agreements.
An ancillary review for PI Eligibility is required on a funding proposal or award. Ancillary reviews take place concurrently with the normal review workflows and can be added to funding proposals, awards, award modifications, and agreements.
Ancillary reviews are optional reviews that can be included on a per-project basis. Reviewers can be any specific person or organization in CERES. Ancillary reviews take place concurrently with the normal review workflows and can be added to funding proposals, awards, award modifications, and agreements.
Ancillary reviews are optional reviews that can be included on a per-project basis. Reviewers can be any specific person or organization in CERES. Ancillary reviews take place concurrently with the normal review workflows and can be added to funding proposals, awards, award modifications, and agreements. In certain circumstances, such as institutional cost sharing, PI eligibility, and requesting an F&A waiver, an ancillary review must be included.
There are times when it is necessary to make a change to an active award. The RA must submit a request to SR to have a change made to an active award. The request must be made in CERES with an award modification request. CERES offers a wide variety of modification types, such as scope, budget, and personnel effort changes. Award Modification Requests have their own review cycle.
CERES automatically creates a primary sponsor budget. Only users with the Salary Access role can view and edit budgets and budget attachments, export budgets, and see salary information. If your role requires salary access and you do not have the appropriate permissions in CERES, submit a request for access.
If a funding proposal’s primary sponsor budget has project effort exceeds salary requested, the budget workspace alerts you to create a cost share budget to show how the additional funds will be provided. Cost share budgets must also accompany funding proposals that have mandatory or voluntary committed cost sharing.
Outgoing subcontracts on active awards will require an Outgoing Subaward Agreement. This agreement will be initiated by Sponsored Research (SR), then the Research Administrator (RA) will be notified once the agreement is in their CERES inbox for their completion.
A continuation is a type of follow-on submission in CERES used primarily for submitting progress reports for review and approval and to request funding of an active award for the upcoming budget year. Typically, it includes a progress report for the closing budget year. RAs will create continuations proposals and submit them to SR for review and approval.
If an external collaborator will be contracted to perform work as part of a larger sponsored project, you can add the subaward funds budgeted for the external collaborator in the funding proposal. A subaward budget is created from and linked to a primary sponsor budget.
After the related funding proposal is approved by the necessary parties and reviewed by Sponsored Research (SR), the Research Administrator (RA) can create the Clinical Trial Agreements (CTA).
This article explains how to create a funding proposal and submit it for internal review in CERES.
Non-funded agreements may include Material Transfer Agreements (MTA), Data Use Agreements (DUA), Non-Disclosure Agreements (NDA), Collaboration Agreements (CA), a Letter of Indemnification (LOI), or a Memorandum of Understanding (MOU).
You can create amendments for agreements in the Active, Expired, and Evergreen state.
In several funding proposal states, the RA can create or update SF424 application forms for federal system-to-system submitted applications, populating them with data from funding proposals and their budgets.
When a research team completes a funding proposal, they submit it for review. The system sends an email notification to the appropriate reviewer, and the funding proposal appears in their CERES inbox. The proposal initially goes through a department review process. Department reviewers can add reviewer notes on the proposal pages and request clarifications or changes from the PI and RA.
CERES generates email notifications for the system activities and transitions outlined in the following tables.
CERES is Northwestern University’s Central Electronic Research System. CERES enables NU researchers and administrators to create, review, submit, and track funding proposals, awards, and agreement negotiations that support their sponsored projects.
Deliverables created in CERES as part of SR’s award set-up on the Deliverables page or using the Manage Deliverables activity provide a way to track sponsor and NU requirements for the award, such as deadlines, special reports, and progress reports. SR defines the deliverables in CERES but provides them to the sponsor outside the system.
CERES generates email notifications for the system activities and transitions outlined in the following tables.
When a funding proposal is complete and ready for department review, PIs should review and certify that their proposal is complete and accurate. If PI certification is outstanding when the proposal moves to Department Review, the PI will receive a reminder email to complete the certification. The final step of Department approval cannot take place until the PI has certified their proposal.
Sponsored Research (SR) may contact a Research Administrator (RA) to reconcile a budget if an award is significantly cut by the sponsor from the amount proposed, if the award is complex and requires multiple allocations, or if the award has changes to subaward total dollars.
There may be times when initiating a funding proposal or award where the organization you are searching for, whether a sponsor or subcontract entity, does not yet exist in the NU Organizations list. A new organization can be requested when you create or update a funding proposal, subaward, award, or agreement. The steps are similar for all the projects. Submit a request to SR to have the organization added to the list.
SR approves and establishes advance accounts (previously known as “prespend” accounts) in response to formal requests submitted by faculty and research staff to incur expenditures for necessary project activities prior to receipt of an award. Advance accounts for new awards are established for a period not to exceed 120 days, or the sponsor’s limit, whichever is shorter. RAs can request an advance account to be set up by SR in any funding proposal state from which an award can be created. Advanc
After review of a funding proposal in CERES, the reviewer may request changes. When they do, the RA receives an email notification with a link to the funding proposal, and the funding proposal appears in their CERES inbox. The proposal team must make the appropriate changes and submit the revised proposal for review again. Changes can be requested during Department Review or Specialist Review.
When a sponsor requests updated information for a submitted funding proposal, such as the NIH Just-In-Time (JIT), both the RA and SR will perform steps in CERES.
Quick reference for people that need to periodically approve / certify access privileges using NU Validate.
Check the version of the Duo Mobile App installed on your mobile device
Guidance for checking item statuses in CERES
How to delete your SharePoint site or create a lifecycle policy for your site.
Determining Number of Document Versions (SharePoint and OneDrive)
How to determine the amount of content in a SharePoint folder.
How to disconnect an RDSS/FSMResfiles share from your computer.
Enable Full Disk Access for CrashPlan
Instructions for applying the Microsoft Extend Support Update (ESU) key.
Answers to common questions from external applicants when logging into Northwestern's Careers site
Feinberg BioRender Information
Installing Imagej and Fiji without administrative rights for Feinberg users
This article is to connect from your Mac to a Mac on the Chicago campus
This is a new user guide for onboarding new employees or setting up new machines from Feinberg
How to request files in SharePoint.
Information about storage options and how to manage storage and file permissions on Quest.
Information regarding FileMaker at SESP.
How to identify the full path of your RDSS/FSMResfiles share to set up access to the RDSS Globus endpoint.
How to find your FSM device name or an identifying serial number to provide Feinberg IT for assistance in service requests.
The Guide will walk a Requester through the process of creating a Fluid Non-Catalog Requisition.
Renewing SPSS through the commuter licensing server.
This article describes how to get help with LabArchives
Information about the Google Cloud Platform shared Virtual Private Cloud network.
This page describes the process of creating a Google Cloud billing account and project.
How to properly grant screen control permissions to the Remote Support Application when connected with IT in a remote session
How to edit the site collection administrators for a SharePoint site.
Instructions on locating and using Law IT / Law Library locker system to retrieve or drop off items.
Kion is a multi-cloud management tool used by the Northwestern IT Cloud Operations team to provide management and spending transparency to public cloud account owners. This article explains how to access and use the features provided by Kion.
Learn how to install and manage software on Quest using Anaconda Virtual Environments
Restrict syncing of SharePoint content.
Authenticated SSO users who do not have user profiles in NUFinancials will not be able to access the system. This article will be displayed to users who encounter this issue to help them understand what actions can be performed to access NUFinancials.
This article describes how to mount your RDSS share as a network drive on your computer.
This guide offers an overview of SQL Server license models and factors to help you select the appropriate version and licensing model for your project needs. It also includes step-by-step instructions on purchasing the license from the university's preferred vendor.
This article describes the upcoming end of life schedule for Microsoft Windows 10 with the recommendation for upgrading to Windows 11
What happens if you exceed your OneDrive storage quota?
Steps to follow when you are taking an online training or class in myHR Learn and the course is frozen, no video displays or you only hear audio (e.g., Good Clinical Practices course).
Instructions for Faculty and Staff to add funds to their Cat Cash Account to pay for personal printing with Northwestern Print.
Instructions for registering mobile devices and sending prints to Northwestern Print.
Use a web browser to upload documents to print.
Authentication options for Print Release including: NetID and Password, WildCard Tap, and QR code release
Configuration and printing help for mobile devices.
Using the cop function on Ricoh MFD devices.
Help for Faculty and Staff to print from a personal or unmanaged device.
Faculty and staff personal printing in Northwestern Print.
This article walks you through the how print costs are reconciled at the university, how to identify printers that are restricted to faculty and staff only, how to identify the new Northwestern Print queues, how to access copiers using non-managed university or personal computers, and how to pay for faculty and staff personal printing through Northwestern Print.
Northwestern Print information for Faculty and Staff.
How to request support for break/fix, maintenance, paper jams, poor print quality, and print release.
Instructions for sending a fax.
Instructions for uploading a file to Northwestern Print by using a web browser.
To print from self-managed faculty and staff devices, install Mobility Print to add Northwestern Print queues. Mobility Print supports Android, Chrome OS, iOS, macOS, and Windows, and requires admin rights to install.
This article walks you through the process of installing Mobility Print on your non-university devices including smartphones, tablets, laptops, or Chromebooks. You will be ale to use secure network print services on iOS, Windows, macOS, Android, and Chrome.
To install Mobility Print on an unmanaged macOS computer, download the installer from the Northwestern Print website and follow the guided setup. After installation, authenticate to the BW and Color queues using your NetID to enable printing.
To install Mobility Print on an unmanaged Windows computer, start by downloading the Mobility Print installer from the Northwestern Print website. Once the download is complete, run the installer with administrative privileges. The setup wizard will guide you through accepting the license agreement and selecting the appropriate printer options. After installation is complete, printers such as BW and Color will appear in your computer’s printer list.
Install and use Northwestern Print on MacOS
Poster highlighting steps to log in, print, and scan from a Ricoh MFD
Poster highlighting steps to log in, print, scan, and fax from a Ricoh MFD
This article walks you through obtaining the Northwestern Print queues when your local IT support pushes them to your computer via the automated Print Deploy system.
To enable advanced print features like hole punch and stapling on macOS when using Mobility Print, install the Ricoh PostScript drivers and configure the BW and Color queues using the CUPS web interface.
To enable advanced print features like hole punch and stapling on Windows when using Mobility Print, install the Ricoh PS UniversalDriver and configure the BW and Color Mobility Print queues to use it. This unlocks additional printer options through the Accessories tab in printer properties.
Overview of Northwetsren Print.
Use a web browser to upload documents to print on a Linux device.
Setting up Northwestern Print on a Windows Device.
The Print Standard provides guidance to Northwestern University schools and departments on key components of this service and how print services are provided across campus. The standards define all aspects of Northwestern Print.
Labels for IT and Department Administrators to adhere to MFDs
Details on how Northwestern Faculty and staff get support for all aspects of Northwestern Print.
Recommended paper for the Ricoh MFD in your area.
Requesting a failed print job in Northwestern Print be reprinterd for free.
How to request a refund for a failed print job from Northwestern Print
How to clean your Ricoh MFD Screens and Operation panels
Overview of how to scan a document to be sent as an attachment to your Northwestern email.
Instruction for scanning to a USB device from Northwetsren Print
For Staff who are also Students, this article guides you on how to choose the correct print queue based on your departmental vs academic needs.
Printing instructions for student employees using shared Org accounts at their job.
Options for students to print by uploading a document to a web portal or from a Mac, Windows, iOS, or Android device.
Support responsibilities for Northwestern Print.
Using the Northwestern Print Webportal to upload documents to a print queue.
This article describes the site-wide settings for LabArchives ELN for research at Northwestern.
Known issues with University's financial system, NUFinancials.
Options for using Duo multi-factor authentication at Northwestern
Yubico offers a range of YubiKeys that work with Northwestern's DUO multifactor authentication (MFA) system. These small devices provide an extra layer of security and can be purchased by individual users. This article covers Northwestern IT's recommended list of YubiKeys, how to choose which may be best for you, and considerations.
This guide will help users who are new to using the Open OnDemand service to run jobs and applications on Quest, Northwestern's High-Performance Computing cluster.
Faculty applying for NIH funding must comply with updated policies by May 2025, which require using SciENcv for digitally certified Biographical Sketch and Current and Pending (Other) Support forms, linking their ORCID iD to their eRA Commons profile, and including their ORCID iD in SciENcv’s Persistent Identifier section. Delegating access to Research Administrators and ensuring accurate data in ORCID can streamline grant management and ensure compliance.
This guide helps faculty sign up for or connect their ORCID iD to their Northwestern NetID, add relevant information to their profile, and adjust visibility settings. It also includes instructions for granting delegate (trusted individual) access to streamline profile management and ensure compliance with research requirements.
Faculty applying for NIH funding must comply with updated policies by May 2025, which require using SciENcv for digitally certified Biographical Sketch and Current and Pending (Other) Support forms, linking their ORCID iD to their eRA Commons profile, and including their ORCID iD in SciENcv’s Persistent Identifier section. Delegating access to Research Administrators and ensuring accurate data in ORCID can streamline grant management and ensure compliance.
Support staff can assist faculty by acting as trusted individuals (delegates) in ORCID to manage profiles, including adding works, funding, and affiliations, as well as using tools like the Search and Link Wizard for seamless data integration.
This article hosts a set of quick-fixes for resolving incomplete and missing search results in Apple Mail applications for iOS and macOS.
This article shows how to find out who has access to your OneDrive or SharePoint site. This can help you to clean up any miscellaneous access to your OneDrive or SharePoint site.
This article describes how employees can use NU Validate to request NetID administrator privileges, and how the designated Certifiers in each school or department can approve or reject those requests.
Northwestern IT Research Computing and Data Services offers the following how-to videos to assist researchers.
Solutions to common issues for connecting to RDSS
How to retrieve an older version of a file or folder stored on RDSS. (Windows only)
Learn how your can run VS Code (Server) on a Quest Compute Node
This article documents an overview of features, technologies, and reservations for the SESP learning space Annenberg Hall Room G02.
Information about SESP - Annenberg 101.
This article documents an overview of features, technologies, and reservations for the SESP learning space Annenberg Hall Room 317.
This article documents an overview of features, technologies, and reservations for the SESP learning space Annenberg Hall Room 345.
This article documents an overview of features, technologies, and reservations for the SESP learning space Annenberg G08.
Information about SESP - Annenberg G08
This article documents an overview of features, technologies, and reservations for the SESP learning space Annenberg G22.
This article documents an overview of features, technologies, and reservations for the SESP learning space Annenberg G27.
Information regarding administrative technology resources available to SESP community members.
This article documents an overview of features, technologies, and reservations for the SESP learning space Annenberg Hall Room 303.
This article documents an overview of features, technologies, and reservations for the SESP common room / event space on the 3rd floor of Annenberg Hall.
This article documents an overview of features, technologies, and reservations for the conference room in the SESP CYCLE Studio located in Annenberg Hall Room 138.
This article documents an overview of features, technologies, and reservations for the meeting room in the SESP CYCLE Studio located in Annenberg Hall Room 142.
This article documents an overview of features, technologies, and reservations for the SESP conference room in the Annenberg Hall Room 201.
This article documents an overview of features, technologies, and reservations for the SESP quiet study space located in Annenberg Hall Room 301.
This article documents an overview of features, technologies, and reservations for the SESP meeting room located in Annenberg Hall Room 347.
This article documents an overview of features, technologies, and reservations for the conference room located in the SESP Office of Community Education Partnerships located on the first floor of 640 Colfax St., Evanston.
Overview of responsibilities and resources for SESP Data Stewards
This page provides information regarding research and other software related resources available to SESP community members.
How to use MFA through Duo to access the Northwestern Canvas Admin.
Setting up Remote Desktop on your macOS computer
Using SharePoint hub sites and spoke sites over subsites. Microsoft seems to be phasing out subsites. The new alternatives are hub and spoke sites.
SharePoint retention policy.
Information regarding SESP maintained learning spaces.
This article summarizes the key changes to how Quest users access and experience Quest after the March 2025 downtime.
This article provides a high-level process to follow when disposing/recycling a computer and needing to update the relevant assets within the TDX Asset Management Module
This article provides a high-level process to follow when a computer is lost or stolen and needing to update the relevant asset within the TDX Asset Management Module
This article provides a high-level process to follow when deploying a loaner laptop and needing to update the relevant asset within the TDX Asset Management Module
This article provides a high-level process to follow when a computer is out for repair and needing to update the relevant asset within the TDX Asset Management Module
This article provides a high-level process to follow when retiring a computer and needing to update the relevant asset within the TDX Asset Management Module
This article provides a high-level process to follow when deploying a new computer and needing to introduce a new asset into the TDX Asset Management Module
Overview of how to get technology support at SESP
Technology Device Lifecycle
How to initiate file transfers using the Globus data transfer tool
Uninstall and Reinstall GlobalProtect for Windows
This article provides instructions for how to change the photo in displayed in your Microsoft application profile.
Northwestern AWS accounts should be accessed via a federated, NetID-based, and MFA-protected IAM role. Use the AWS IAM Identity Center for authentication and configure the AWS CLI with `aws configure sso` to log in with your NetID and Duo MFA. Manage access to roles through Azure Entra ID groups using the Cayosoft tool.
How to use the Globus timer feature to automate and schedule data transfers
How to use Globus to transfer data to/from Amazon S3 storage
How to share data using Northwestern's Dryad membership
This article demonstrates how a user can run RStudio Server on a Quest compute node through a Slurm interactive or batch job.
A brief example of how to use Selenium with Python on Quest
How to transfer data to/from OneDrive and SharePoint using Globus
This page provides information on requesting access to use VASP on Quest, running VASP on Quest, and building your own copy of VASP on Quest.
Enhancements to NUPlans for FY 2024 budgeting
What's New in NUPlans for FY 2025 Budgeting
Wildcat Finder is a proprietary web application that provides multiple search options to identify individuals affiliated with the University in various capacities, including faculty, staff, students, contractors, and affiliates. Service is available to IT staff only.
This article is designed to guide owners of Northwestern IT managed computers through a self-service option for upgrading from Windows 10 to Windows 11
How to set up and use the Quest Globus endpoint
How to transfer data between RDSS/FSMResfiles and Quest using Globus
A description of Globus endpoints and collections available at Northwestern
How to connect to your Research Data Storage Service/FSMResfiles share on your computer.
How to grant and remove access to your RDSS share.
Overview of how to use Globus with links to how to articles.