CompTIA A+ Core 2 | Domain 9: Operational procedures (21%) | Reading (9 & 10)

CompTIA A+ Core 2 | Domain 9: Operational procedures (21%) | Reading (9 & 10)


Chapter 9: Operational Procedures (Core 2 – 220-1202)

9.1 Professionalism in IT

What is Professionalism?

Professionalism refers to how IT technicians:

  • Communicate
  • Behave
  • Represent their organization

 

Communication Skills

Best Practices:

  • Use clear, simple language
  • Avoid technical jargon with non-technical users
  • Listen actively
  • Ask clarifying questions

 

Avoid:

  • Interrupting users
  • Being dismissive
  • Using slang or unprofessional tone

 

Customer Service

Key Principles:

  • Be respectful
  • Show patience
  • Maintain a positive attitude
  • Set realistic expectations

 

Ticket Handling Etiquette:

  • Document everything
  • Provide updates
  • Follow up after resolution

 


 

9.2 Change Management

 

What is Change Management?

A structured process for making changes to IT systems safely.

 

Steps in Change Management:

  1. Request change
    2. Assess impact
    3. Get approval
    4. Implement change
    5. Document results

 

Why It Matters:

  • Prevents downtime
  • Reduces risk
  • Ensures accountability

 


 

9.3 Documentation & Ticketing

 

 Types of Documentation

Type

Purpose

Network diagrams

Show infrastructure

Asset inventory

Track devices

Knowledge base

Store solutions

 

Ticketing Systems

  • Used to track issues and requests
  • Includes:
    • Problem description
    • Steps taken
    • Resolution

 

Best Practices:

  • Be detailed and clear
  • Use timestamps
  • Include screenshots/logs when possible

 


 

9.4 Safety Procedures

 

Electrical Safety

  • Power off devices before repair
  • Use proper grounding

 

ESD Protection

  • Use anti-static wrist straps
  • Avoid touching components directly

 

Environmental Safety

  • Keep liquids away
  • Ensure proper airflow

 

Fire Safety

Fire Classes (IMPORTANT):

Class

Type

A

Paper/wood

B

Liquids

C

Electrical

 

Use correct fire extinguisher

 


 

9.5 Data Handling & Privacy

 

Data Types:

  • Personal data (PII)
  • Corporate data
  • Financial data

 

Best Practices:

  • Encrypt sensitive data
  • Use secure disposal methods
  • Limit access (least privilege)

 

Compliance Concepts:

  • Follow company policies
  • Protect user confidentiality

 


 

9.6 Acceptable Use Policies (AUP)

 

What is AUP?

Defines how users can use company systems.

 

Includes:

  • Internet usage rules
  • Software installation policies
  • Security guidelines

 

Violations:

  • Unauthorized downloads
  • Accessing restricted content


9.7 Environmental Controls

 

Data Center Requirements:

  • Proper temperature (cool environment)
  • Humidity control
  • Airflow management

 

Power Protection:

Device

Purpose

Surge protector

Protect from spikes

UPS (Uninterruptible Power Supply)

Backup power

 

 



9.8 Backup & Disaster Recovery

 

Backup Types:

Type

Description

Full

Complete backup

Incremental

Changes since last backup

Differential

Changes since last full

 

 

 

Disaster Recovery Plan (DRP)

Steps to restore systems after failure:

  1. Identify critical systems
  2. Restore data
  3. Resume operations

 

Concepts:

  • RTO (Recovery Time Objective)
  • RPO (Recovery Point Objective)

 



9.9 Incident Response

 

Steps (MEMORIZE):

  1. Identify
    2. Contain
    3. Eradicate
    4. Recover
    5. Document

 

Example:

  • Malware infection
  • Data breach
  • Unauthorized access


9.10 Licensing & Compliance

 

Software Licensing Types:

Type

Description

Open Source

Free, modifiable

Commercial

Paid license

Subscription

Ongoing payment

 

Violations:

  • Pirated software
  • License misuse

 



9.11 Scripting Basics

 

Purpose:

Automate tasks and improve efficiency

 

Common Tools:

  • PowerShell (Windows)
  • Bash (Linux)

 

Use Cases:

  • Automating backups
  • Managing users
  • Running system checks


9.12 Remote Work & Access

 

 Tools:

  • Remote Desktop
  • VPN

 

 Security:

  • Use MFA
  • Secure connections

 


 

 9.13 Operational Procedures Scenarios (PBQ STYLE)

 

Scenario 1:

User is frustrated and yelling
Stay calm, professional, and helpful

 

Scenario 2:

Need to update server
Follow change management process

 

Scenario 3:

Data breach detected
Follow incident response steps

 

Scenario 4:

User installs unauthorized software
Refer to AUP

 


 

9.14 Best Practices Summary

 

  • Document everything
  • Follow procedures
  • Communicate clearly
  • Maintain security
  • Protect data

 


 

9.15 Exam Tips (CRITICAL)

 

Memorize:

  • Change management steps
  • Incident response steps
  • Backup types

 

Focus on:

  • Professional behavior
  • Scenario-based questions
  • Policies and procedures

 


 

Quick Knowledge Check

 

  1. First step in incident response?
    A. Contain
    B. Identify
    C. Recover
    D. Document

 

  1. What does AUP define?
    A. Hardware specs
    B. User rules
    C. Network speed
    D. Storage

 

  1. What protects against power outages?
    A. Firewall
    B. UPS
    C. Router
    D. Switch

 

  1. What is least privilege?
    A. Full access
    B. Minimum access
    C. No access
    D. Admin access

 

  1. What is incremental backup?
    A. Full backup
    B. Changes since last backup
    C. No backup
    D. System restore

 

Answers: 1-B, 2-B, 3-B, 4-B, 5-B

 


 

Videos

Section 4: Operational Procedures

4.1 – Documentation and Support Systems

Troubleshooting Security Issues title slide

Most IT professionals rely on ticketing systems to assist with problem resolution. In this video, you’ll learn about the advantages of ticking systems and see a demonstration of a ticketing system in use.

Asset Management title slide

Keeping track of a company’s technology assets can be a challenging task. In this video, you’ll learn about asset management, configuration management databases (CMDBs), and the procurement life cycle.

Document Types title slide

Managing an IT infrastructure requires the use of many documentation types. In this video, you’ll learn about incident reports, standard operating procedures, on- and off-boarding, service level agreements, and more.

4.2 – Change Management

Change Management title slide

Technology is constantly changing, and organizations need a strategy to manage these changes. In this video, you’ll learn about change management, change boards and approvals, and the process for implementing changes into a highly technical infrastructure.

4.3 – Backup and Recovery

Managing Backups title slide

A backup of critical data can avert an actual disaster. In this video, you’ll learn about full, differential, incremental, and synthetic backup types, along with GFS and 3-2-1 backup strategies.

4.4 – Safety

Managing Electrostatic Discharge title slide

Static electricity discharge can instantly destroy an electronic component. In this video, you’ll learn how to use anti-static tools and techniques to minimize this risk.

Safety Procedures title slide

Technology is a very safe field, but there are some important safety procedures to consider. In this video, you’ll learn about electrical grounding, cable management, fire safety, governmental regulations, and more.

4.5 – Environmental Impacts

Managing Electrostatic Discharge title slide

Information technology includes a number of important environmental considerations. In this video, you’ll learn about material safety data sheets (MSDS) and the best practices for disposing of toxic waste, batteries, used toner cartridges, and more.

4.6 – Privacy and Policies

Incident Reponse title slide

Security incidents are a normal part of the business day. In this video, you’ll learn best practices for responding to an incident, including chain of custody, drive copies, documentation, order of volatility, and more.

Privacy, Licensing, and Policies title slide

Privacy and licensing requirements are constant concerns in IT. In this video, you’ll learn about end user license agreements (EULAs), software licensing options, privacy agreements, and more.

4.7 – Communication and Professionalism

Incident Reponse title slide

Maintaining a professional work environment is an important part of any workplace. In this video, you’ll learn about the importance of your appearance, arriving on time, avoiding delays, and more.

Privacy, Licensing, and Policies title slide

Proper communication is one of most useful skills in any workplace. In this video, you’ll learn best practices for avoiding jargon, maintaining a positive attitude, setting expectations, and more.

4.8 – Scripting

Incident Reponse title slide

Automation and scripting is a foundational skill in IT. In this video, you’ll learn about batch files, PowerShell, shell scripts, JavaScript, Python, and more.

Privacy, Licensing, and Policies title slide

Scripting is often used to save time and automate processes. In this video, you’ll learn how scripting can be used to automate processes, restart systems, reimage computers, automate backups, and more.

4.9 – Remote Access

Incident Reponse title slide

Remotely accessing other devices is a common process when troubleshooting and resolving problems. In this video, you’ll learn about remote desktop protocols, VPN connectivity, Remote Monitoring and Management (RMM), and more.

4.10 – Artificial Intelligence

Incident Reponse title slide

Artificial intelligence (AI) has become a popular IT service offering. In this video, you’ll learn about AI integrations, appropriate and inappropriate uses of AI, challenges with AI bias and hallucinations, and comparisons between public and private AI implementations.