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<v ->In this lesson, we're going to talk about</v>

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the CompTIA troubleshooting methodology.

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As a technician, you're often going to be asked

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to help find the root cause of an issue

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or at the very least, find a workaround

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to get the end user back up and running

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as quickly as possible.

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When you're troubleshooting,

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it's important that you follow

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a systematic and repeatable methodology

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so that any other technician can take over for you

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during that troubleshooting

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and know exactly what you've done so far

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and what they should try next.

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After all, you don't want to be stuck working 24 hours a day

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seven days a week

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because you're the only person who knows what you've done

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and what you plan to do when something goes wrong.

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So to help with this

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CompTIA provides a six-step troubleshooting methodology

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which we're going to discuss in this lesson.

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Now, this methodology was developed

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by observing and recording the best practices

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used by experts in the field.

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So as you begin your career as a new technician

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it is a great place to start.

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Now for the exam, you are expected to know these six steps

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of the troubleshooting methodology

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because they're going to ask you questions about it

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such as, "You just completed step five,

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"what should you do next?"

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And you're going to have to select the wording

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that reflects what you would do in step six.

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Now, as a quick side note,

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if you're already working as a technician,

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you probably have your own process or methodology

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that you like to use.

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Now for the exam, I want you to forget your method

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and always use the CompTIA six-step methodology

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because that is what you're being tested on

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and that's what the exam writers wrote the questions around.

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Do not fight the exam here.

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Memorize the six steps of this methodology

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and use it to answer the questions on test day.

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After test day,

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if you want to go back to your own methodology, that's fine.

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But for the test, you need to know these six steps.

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I don't tell you to memorize a lot of things

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but I'm telling you, memorize these six steps.

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All right, with that being said,

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let's quickly go over the six steps

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of the CompTIA troubleshooting methodology.

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First, identify the problem.

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When you attempt to identify the problem

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you should gather information from the user,

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identify user changes,

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and, if applicable, perform backups

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before you make any kind of changes.

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You should also ask if there's been any environmental

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or infrastructure changes recently

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because those could also affect the system too.

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Second, establish a theory of probable cause.

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I like to call this questioning the obvious.

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When you establish a theory of probable cause

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you should immediately question anything

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that is obvious and easy to check.

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For example, if the system won't power on,

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you should probably check that the workstation

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is actually plugged into the wall outlet properly

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and that the wall outlet actually has power.

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As you attempt to establish a theory of probable cause

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you may also need to conduct external or internal research

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based on the symptoms that are being displayed.

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One of my favorite troubleshooting tools is Google

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because you can simply enter a search like,

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"Why won't my Windows 11 laptop boot up?"

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And you'll find a bunch of possible reasons for that.

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Remember, the better your search phrase is,

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the better your results are going to be.

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If you get an error code, Google it,

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and you're probably going to find the answer pretty quickly

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on how to solve it.

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Third, test the theory to determine the cause.

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So, back in step two, we established our theory.

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Now in step three, it's time to test that theory.

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Let's use the example of the computer that wouldn't turn on.

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Maybe you suspected the outlet was faulty.

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Now the easiest way to test this

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is to plug your computer into another outlet

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and try to power it on.

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If the computer powers on, then guess what,

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you know the outlet was the problem.

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Once that theory is confirmed, then you need to determine

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the next steps to resolve that problem.

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In the case of a power outlet that's not working,

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that might mean that you need to replace the power outlet

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or put in a work order for an electrician to come out

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and then replace that outlet for you

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depending on your skill level and the company policies.

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Now if the theory is not confirmed

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then we need to reestablish a new theory

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by guessing what else could be the problem,

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or, if you're truly stuck,

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then you could escalate that problem

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to the next higher tier of support

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such as a coworker or the field services technicians.

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Fourth, establish a plan of action to resolve the problem

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and implement the solution.

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So now that we've confirmed our theory

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and we know what we need to fix,

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we're going to now fix the system.

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Going back to the power outlet example,

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our plan of action is to replace the outlet.

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The solution to implement that

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is to buy and replace the outlet

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or put in a work order

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so a professional electrician can replace it for us.

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Now also, if you're working on a computer system,

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remember, it's always a good idea

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to refer to the manufacturer or vendor's instructions

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for repairing or replacing its components.

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Fifth, verify full system functionality

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and, if applicable, implement preventative measures.

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Now at this point, you figured out the issue,

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you've implemented the solution,

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and hopefully you've solved this issue.

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But to verify that

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you need to check the system

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and verify the system is fully functional.

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Also, if the issue is one that could have been prevented,

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now is a good time to implement preventative measures.

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For example, if an employee spilled their coffee

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on their laptop

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and this short circuited their keyboard,

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you might implement a preventative measure

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by having the company issue a memo to all of the employees

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that says you can only drink if you're using a cup

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that has a covered lid

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when you're using a company provided laptop or workstation

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because this prevents inadvertent spills.

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Sixth, document the findings, actions, and outcome.

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Now that all the work is done,

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we want to take a moment to document what was wrong,

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what we did to solve it,

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and what the final outcome was.

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So, let's go back

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to the spilled coffee on the laptop example.

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You might go to the trouble ticket system

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and document the findings and actions as,

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"The user's laptop keyboard was not responsive.

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"Upon visual inspection,

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"the keyboard appeared to be sticky and damaged.

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"When I opened up the laptop, I saw residual brown liquid

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"suspected to be coffee.

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"I removed the internal keyboard,

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"dried the laptop overnight,

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"installed a new keyboard, and retested the system

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"to verify everything was functional again."

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Now, under the outcome in the ticket, you could then enter,

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"End user laptop has been fully restored to service

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"after replacing the internal keyboard.

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"The end user was advised to be careful with liquids

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"around company equipment

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"and to use a lid

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"when drinking near any electronic equipment."

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Hopefully this short video gave you a good idea

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of how to use the six-step troubleshooting methodology

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to resolve problems that you come across as a technician.

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We're going to revisit this troubleshooting methodology

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in more depth later on in the course

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as we enter domain five,

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hardware and network troubleshooting, as well.

