---
type: client
name: cascades-tucson
display_name: Cascades of Tucson
last_compiled: 2026-06-05
compiled_by: HOWARD-HOME/claude-main
sources:
  - session-logs/2026-03-24-session.md
  - session-logs/2026-03-31-session.md
  - session-logs/2026-04-01-session.md
  - session-logs/2026-04-16-session.md
  - session-logs/2026-04-16-howard-client-docs-import.md
  - session-logs/2026-04-17-session.md
  - session-logs/2026-04-17-howard-session.md
  - session-logs/2026-04-18-session.md
  - session-logs/2026-04-20-session.md
  - session-logs/2026-04-20-mac-session.md
  - session-logs/2026-04-21-mac-vault-setup.md
  - session-logs/2026-04-21-howard-remediation-vault-gap.md
  - session-logs/2026-04-28-session.md
  - session-logs/2026-04-29-session.md
  - session-logs/2026-04-30-session.md
  - session-logs/2026-05-01-session.md
  - session-logs/2026-05-01-howard-syncro-billing-batch-and-tmp-path-incident.md
  - session-logs/2026-05-10-session.md
  - session-logs/2026-05-18-session.md
  - session-logs/2026-05-18-howard-billing-review-and-ticket-updates.md
  - session-logs/2026-05-20-session.md
  - session-logs/2026-05-21-session.md
  - session-logs/2026-05-23-session.md
  - session-logs/2026-05-24-GURU-KALI-session.md
  - clients/cascades-tucson/session-logs/2026-05-22-session.md
  - session-logs/2026-05-26-howard-session.md
  - clients/cascades-tucson/session-logs/2026-06-02-howard-efax-scanner-ticket.md
  - clients/cascades-tucson/session-logs/2026-06-03-session.md
  - clients/cascades-tucson/session-logs/2026-06-04-howard-email-delivery-investigation.md
  - clients/cascades-tucson/session-logs/2026-06-04-howard-caregiver-laptop-enrollment.md
  - clients/cascades-tucson/session-logs/2026-06-04-session.md
  - clients/cascades-tucson/session-logs/2026-06-05-session.md
  - clients/cascades-tucson/session-logs/2026-06-05-howard-cascades-entra-ticket-billing.md
  - clients/cascades-tucson/docs/overview.md
  - clients/cascades-tucson/docs/network/topology.md
  - clients/cascades-tucson/docs/network/vlans.md
  - clients/cascades-tucson/docs/servers/cs-server.md
  - clients/cascades-tucson/docs/billing-log.md
  - .claude/memory/project_cascades_admin_accounts.md
  - .claude/memory/project_cascades_ca_phased_rollout.md
  - .claude/memory/project_cascades_pilot_cleanup.md
  - .claude/memory/feedback_syncro_cascades_contact.md
  - .claude/memory/feedback_cascades_user_security_group.md
  - .claude/memory/project-cascades-migration-plan.md
  - .claude/memory/feedback_cascades_folder_redirect.md
backlinks:
  - projects/gururmm
---

# Cascades of Tucson

Senior living / assisted living facility in Tucson, AZ. Single 6-floor building plus a MemCare (Memory Care) wing on floors 5-6. ACG took over from a previous MSP. Primary compliance driver is HIPAA. Active multi-phase migration project ongoing as of 2026-05-24.

---

## Entra Access Architecture (canonical overview)

**In one line:** a HIPAA-driven, identity-based access-control system that splits staff into two security postures and enforces them with **Microsoft Entra Conditional Access** on top of **hybrid identity** (Entra Connect), with **ALIS (clinical EHR) wired for SSO**. Tickets: #109412123 (Entra setup), #110680053 (domain migration).

### Foundation — hybrid identity
- On-prem AD `cascades.local` synced to Entra/M365 via **Entra Connect** (PHS + Seamless SSO). UPN suffix `cascadestucson.com`, so a user's **Windows login = email = M365/ALIS identity** (one credential everywhere).

### Two user buckets (the core design)
1. **Restricted — caregivers + medtechs** (group `SG-Caregivers`, `8b8d9222`): sign in **only on the Cascades network** and **only on approved devices** (shared Galaxy phones + a set of caregiver laptops/desktops). **No MFA** (no personal devices) — protected by **location + device** controls + 8h sign-in frequency instead. Effect: caregiver credentials are **useless off-site or off an approved device** — the anti-hacker / bad-employee-from-home control.
2. **Privileged — admins / directors / managers / nurses** (NOT in `SG-Caregivers`): email + ALIS **from anywhere**, **seamless onsite / 2FA offsite** (Authenticator/PIN). Untouched by the caregiver lockdown.

### Conditional Access enforcement (caregivers)
- `CSC - Block caregivers off Cascades network` (`e35614e1`)
- `CSC - Block caregivers on non-compliant device` (`ede985e2`) — being replaced by a **device allow-list** (`CSC - Caregivers: allow-listed devices only`, `1b7fd025`): phones (`displayName -startsWith "CSC-"`) + tagged caregiver machines (`extensionAttribute1 -eq "CSCCaregiverDevice"`, or explicit deviceId). Note: extensionAttribute changes lag >70 min into CA's filter cache — **deviceId matching is the lag-free lever** for the small device set.
- `CSC - Caregiver sign-in frequency 8h` (`7d491c7a`)
- Rollout is **per-user via group membership** (test group `SG-Caregivers-DeviceTest` `db5849ec` carries the full rule set for one-at-a-time validation; promote to `SG-Caregivers` + disable compliance-block when validated).

### Devices
- **Phones:** Samsung A15s in Intune **Shared Device Mode** (Android Enterprise, device-token enrolled) — live.
- **Laptops/desktops:** caregiver shared machines (Laptop2, LAPTOP-DRQ5L558, LAPTOP-E0STJJE8, ASSISTNURSE-PC, NURSESTATION-PC) joined to Entra so CA recognizes them and they go on the allow-list (group `Cascades - Caregiver Devices` `02c6f698` for policy targeting).

### ALIS SSO
- Entra app registration -> OIDC SSO into ALIS; **tenant-wide admin consent granted** (2026-06-03). Per-user join key = **ALIS staff Email must equal the Entra UPN**. Caregivers SSO silently on phones (ALIS-native 2FA off); office users SSO with offsite MFA.

### Caregiver desktop/laptop management — Hybrid Entra Join + GPO (the chosen path)
Because per-user **Intune** never provisioned tenant-wide (`INTUNE_A = PendingInput`; no Windows device ever Intune-enrolled — MS case open), Windows caregiver devices are managed via **Hybrid Entra Join + on-prem Group Policy** instead. This needs no Intune. The CA access model is unchanged (hybrid join just gives the device an Entra object so the allow-list/deviceId still applies).
- **Hybrid join proven on NURSESTATION-PC** (2026-06-05): SCP written (`ConfigureSCP.ps1`), `OU=Caregiver Devices,OU=Staff PCs,OU=Workstations` added to Entra Connect sync scope → device synced to Entra as `trustType: ServerAd`, `dsregcmd` shows AzureAdJoined+DomainJoined YES, pilot.test gets `AzureAdPrt: YES`. On hybrid-joined machines `Ngc PreReqResult: WillNotProvision` (PolicyEnabled NO) → **Windows Hello does not auto-provision** (no Hello popup) — exactly what shared caregiver devices need, so no separate Hello-disable step.
- **Device control is one-at-a-time:** caregiver machine computer objects are moved into `OU=Caregiver Devices` (only that OU is in sync scope) and into a location group `SG-PC-MainTower` or `SG-PC-MemoryCare`. Add a device = move it into the OU + correct location group.
- **App + printer delivery GPO `CSC - Caregiver Workstation`** (`{3B5CD9A6-A278-4676-A9FD-9396D21A8261}`, User-config GPP) — **BUILT + VALIDATED on NURSESTATION as pilot.test (2026-06-05).** Linked at `OU=Caregivers,OU=Departments`; security filter = `SG-Caregivers-Test` (Apply, pilot.test only) + Authenticated Users (Read, for MS16-072). Go-live = swap filter to `SG-Caregivers`. Contents: 3 desktop shortcuts — ALIS, LinkRx, **Helpany** (`https://app.safe-living.com/login` — named "Helpany," the brand caregivers know) — + 6 `\\CS-SERVER` shared printers (NursesPrinter, HealthServices, MCMedTech, MCReception, MCDirector, CopyRoom) with **default printer by device location** (Nurses for `SG-PC-MainTower`, MC MedTech for `SG-PC-MemoryCare`, computer-context ILT) + HKCU `LegacyDefaultPrinterMode=1` so the default sticks. Build scripts: `clients/cascades-tucson/scripts/build-caregiver-gpo.ps1` + `link-caregiver-gpo.ps1`. NOTE: the domain-wide `CSC - Printer Deployment` GPO is intentionally disabled (empty CSE / version 0) and is **not** to be used — reference only.
- **Device lockdown GPO `CSC - Caregiver Device Lockdown`** (`{E6174988-2721-4D96-ADF5-F5BB44E92769}`, computer-only, linked to `OU=Caregiver Devices`) — **DEPLOYED 2026-06-05.** Auto-logoff is a HIPAA requirement (§164.312(a)(2)(iii)) for shared PHI devices. Settings (Howard): screen **lock at 3 min**, **auto sign-out at 15 min** total idle, **90-second warning** before sign-out, **never sleep** (display off 10 min). Delivered via a computer **startup script** (`caregiver-lockdown.ps1`, in SYSVOL) that sets `InactivityTimeoutSecs=180`, powercfg, and registers a logon-triggered scheduled task running an idle monitor (`GetLastInputInfo` → `msg.exe` warning at 13.5 min → `shutdown /l` at 15 min) in each caregiver's session. Deploy script: `deploy-device-lockdown-gpo.ps1`. **Startup scripts run at boot — NURSESTATION must reboot** to activate lock@3min / 90s warning / sign-out@15min / never-sleep (not yet verified). **Companion:** ALIS app session timeout 20→15 min (Howard, ALIS admin) **PENDING.** Lock/logoff are **device-level** (affect any user on the device in `OU=Caregiver Devices`).

### Status (as of 2026-06-05)
- **Proven working end-to-end on a hybrid-joined desktop (NURSESTATION + pilot.test):** caregiver lockdown (CA off-network block + device allow-list) **and** silent ALIS SSO. The allow-list policy `1b7fd025` carries NURSESTATION's current deviceId `d3bf931f-f128-4261-8398-b46c34a4b342` (the old Entra-joined id `e16c4af5` is stale/deleted) and the device is tagged `extensionAttribute1=CSCCaregiverDevice`.
- **GPOs DEPLOYED:** `CSC - Caregiver Workstation` (shortcuts + printers + LegacyDefaultPrinterMode, `{3B5CD9A6-A278-4676-A9FD-9396D21A8261}`) **built and validated on pilot.test.** `CSC - Caregiver Device Lockdown` (`{E6174988-2721-4D96-ADF5-F5BB44E92769}`) **deployed to `OU=Caregiver Devices` 2026-06-05** — takes effect on next NURSESTATION reboot (verify lock@3min, 90s warning, sign-out@15min). **Monday go-live:** swap GPO filter `SG-Caregivers-Test` → `SG-Caregivers`; CA allow-list test group → `SG-Caregivers`; move real caregiver machines into `OU=Caregiver Devices` + correct `SG-PC-*` location group one at a time; ALIS email-match the 38 caregivers + medtechs. **Still pending:** lower ALIS app timeout 20→15 min (Howard, ALIS admin); reboot NURSESTATION to verify lockdown.
- **Independent open item:** Microsoft case for `INTUNE_A PendingInput` — does NOT block caregiver access (hybrid+GPO path replaces the Intune dependency).

---

## Profile

- **Contract type:** Prepaid hour block
- **Key contacts:**
  - Meredith Kuhn — Assistant Manager (ASSISTMAN-PC); internal billing contact. **NEVER set her as ticket contact in Syncro** — she is the wrong default that keeps being selected.
  - John Trozzi — Maintenance staff, Mac at 201cascades@gmail.com (shared facility account)
  - Lauren Hasselman — Accounting
  - Zachary Nelson — Accounting Assistant
  - Lois Lane — CareTakers department head (DESKTOP-KQSL232); resistant to domain migration; John Trozzi is liaison
  - Crystal Rodriguez — staff
  - Sharon Edwards — Life Enrichment Assistant (DESKTOP-DLTAGOI)
  - Ashley Jensen — Accountant (DESKTOP-U2DHAP0)
  - Shelby Trozzi — MemCare Director (MDIRECTOR-PC)
  - Chris Knight — staff; chris.knight@cascadestucson.com (alias: c.knight@cascadestucson.com); bill.com and BOK Financial recipient (issue investigated 2026-06-04)
- **Billing rate:** $175/hr all labor (prepaid block customer)
- **Hours remaining:** 8.75 hrs as of 2026-06-05 (after 7.0h onsite billed 2026-06-05 on ticket #32303, invoice #67782 $0.00 prepaid; prior balance was 15.75 after 2026-06-04 billing). Always live-check via `GET /customers/20149445` before billing — balance is unreliable across sessions.
- **Syncro customer ID:** 20149445
- **Active tickets:**
  - #110680053 / #32303 — Entra / domain migration project ("Domain setup-entra sync"). Status: **Invoiced** as of 2026-06-05. Latest billing: 7.0h onsite 2026-06-05, invoice #67782 ($0.00 prepaid). Monday caregiver cutover will generate further work on this ticket. Plan: `C:\Users\Howard\.claude\plans\wise-discovering-panda.md`
  - #109412123 — Entra setup project (may be invoiced as of 2026-05-18; verify status)
  - #109035475 — John Trozzi desktop WiFi upgrade (billed)
  - #32370 — eFax setup on Karen's and Christin's machines + portable scanner setup on both (Howard onsite; no appointment scheduled yet; ticket open/pending 2026-06-02)
  - #32381 — Tamra scanner onsite (0.5h onsite, billed 2026-06-04, prepaid block)
  - #32382 — Megan file access onsite (1.5h onsite, billed 2026-06-04, prepaid block)
  - #32383 — Chris Knight bill.com / BOK email delivery (1.5h remote, billed 2026-06-04, prepaid block; Syncro id 112201209)

---

## Infrastructure

### Servers & Services

| Host | IP | Role | OS | Notes |
|---|---|---|---|---|
| CS-SERVER | 192.168.2.254 | DC, DNS, DHCP (no scopes), File Server, Hyper-V host, Print Server | Windows Server 2019 Standard | Dell PowerEdge R610 (~2009 hardware, 16+ years old). **Single DC — CRITICAL risk. No backup.** GuruRMM agent ID: `6766e973-e703-47c1-be56-76950290f87c` |
| CS-SERVER iDRAC | 192.168.2.65 | Out-of-band management | — | Dell OOB interface |
| CS-QB (Hyper-V VM on CS-SERVER) | 192.168.2.228 | VoIP server | — | [REVIEW — transitioning away from traditional landlines to wireless phones; revisit this entry] |
| cascadesDS (Synology NAS) | 192.168.0.120 | NAS / legacy file storage | DSM | Port 5000 HTTP. Workgroup name is "CASCADES" — same as AD short name, causing Kerberos auth failures from domain-joined machines. Slated to become backup-only. |
| pfSense Firewall | 192.168.0.1 | Perimeter firewall, inter-VLAN routing | pfSense 24.0 | Dual-WAN. All DHCP served here (CS-SERVER DHCP role has no scopes). MAC: 00:f1:f5:34:b3:4a |

**[WARNING] CS-SERVER hardware:** Dell R610 with mixed SATA laptop drives (OS array, no hot spare) and enterprise SAS drives from 2015-2016. No backup exists. No second DC. Hardware will fail — DC migration is urgent.

**[WARNING] HIPAA violation:** No backup for CS-SERVER (§164.308(a)(7)). Synology Active Backup for Business is blocked (ext4 filesystem, not Btrfs).

### Email & Identity

- **M365 tenant:** cascadestucson.com | Tenant ID: `207fa277-e9d8-4eb7-ada1-1064d2221498`
- **M365 license:** Business Premium (SPB) — 34 seats enabled, 3 consumed, 31 free. Business Standard (O365_BUSINESS_PREMIUM) — **SUSPENDED**, 31 users still assigned. Relicensing 31 users Business Standard → Business Premium is pending and time-sensitive — those users may have degraded service.
- **On-prem AD domain:** cascades.local | UPN suffix: cascadestucson.com (added 2026-04-13 for Entra Connect SSO readiness)
- **MX / mail flow:** Exchange Online (M365). SPF: `v=spf1 a mx ip4:72.194.62.5 include:spf.protection.outlook.com include:spf-0.secureserver.net -all`. DKIM: both M365 selectors published. DMARC: `p=quarantine;pct=100` — upgraded from p=none. Reports to `info@cascadestucson.com` (unmonitored). No third-party email gateway (EOP direct MX).
- **MFA:** CA policy "Require MFA for all users" is enabled. Caregiver bypass in progress — caregivers cannot satisfy MFA (no personal device), so three scoped CA policies use BLOCK instead. See Patterns section. Voice-call MFA is **disabled tenant-wide** (SMS + Authenticator are the allowed methods). Exception: security group "MFA - Voice Call Scoped (sysadmin)" (id `304f941e-3594-4705-b8e6-ee676297df11`, single member `sysadmin@`) has Voice method enabled — created 2026-06-05 so Howard has a code-delivery path on the shared GA without a tenant-wide change. `sysadmin@` phone methods after 2026-06-05: mobile/SMS +1 520-289-1912 (Mike); alternateMobile/voice +1 520-585-1310 (Howard, was +1 520-331-5551).
- **Entra Connect:** Installed on CS-SERVER 2026-04-25. Exited staging 2026-05-14 — actively syncing (last sync confirmed 2026-05-27). OU=Administrative not yet in sync scope; UPN suffix updates for Administrative OU users pending before that OU can be added.
- **Break-glass accounts:** Two planned (`breakglass1-csc@cascadestucson.com`, `breakglass2-csc@cascadestucson.com`). Confirmed not yet created as of 2026-05-27 (live tenant check). FIDO2 YubiKeys ordered — arrival unconfirmed. Vault entries not yet created.
- **Admin accounts:**
  - `admin@cascadestucson.com` — Mike's working admin (cloud-only, Connect-excluded by design)
  - `sysadmin@cascadestucson.com` — Howard's working admin (cloud-only, Connect-excluded by design). Object id: `471b13dc-3cf8-416b-a132-f5f3bc8d1cc8`. Password rotated by Mike 2026-06-04; vaulted by Howard 2026-06-05 at `clients/cascades-tucson/m365-sysadmin.sops.yaml`.
- **ALIS (clinical SaaS):** https://cascadestucson.alisonline.com — Entra SSO live and working; proven end-to-end with pilot.test on Galaxy A15 caregiver phones. Install key: `d796539d-356b-4190-9c17-35f0f1129376`. Vault: `clients/cascades-tucson/alis-sso-app-registration.sops.yaml` (Entra app reg + ALIS Inbound Connections Basic Auth creds + install key). ALIS application ID `d5108493-cba8-4f08-90b6-1bb0bc09eb2a`, client secret expires 2028-05-06 (rotation reminder — expiry breaks ALIS SSO tenant-wide). Per-caregiver: ALIS staff-record Email must match Entra UPN exactly. BAA with Medtelligent not yet verified — confirm with Meredith.
  - **Admin consent (2026-06-03):** Tenant-wide admin consent (`AllPrincipals` `User.Read`) granted on ALIS Entra service principal (`e1cae4ad-5beb-44ca-82d4-434c9bd835ad`) via Graph API (`oauth2PermissionGrant` id `reTK4etbykSC1ENMm9g1rTplOyzgVClCofKDVRrn-ds`). This resolved `AADSTS65001` sign-in failures that office/clinical staff (megan.hiatt, karen.rossini, memcarereceptionist) were hitting on non-phone devices. Root cause was missing admin consent — NOT Conditional Access, network, or password. Prior state: only two per-user (`Principal`) consent grants existed, so all other users hit 65001. CA policies had `conditionalAccessStatus: success` on all failing sign-ins; both WAN IPs were trusted Named Locations.
  - **How to enable ALIS SSO for one user (procedure — confirmed 2026-06-03):**
    1. User needs a valid Entra identity (synced or cloud-only both work).
    2. Tenant-wide admin consent for the ALIS app must exist — **done globally 2026-06-03**, so this is a one-time prerequisite, NOT per-user.
    3. In ALIS admin -> Staff -> the user's record, set the **Email field = the user's exact Entra UPN** (e.g. `crystal.rodriguez@cascadestucson.com`). This is the per-user SSO join key.
    4. User signs in via **"Sign in with Microsoft"** — not the ALIS username/password box.
    5. Turn off **ALIS-native 2FA** on that user's account (Entra is the second factor; native 2FA conflicts and locked out Karen Rossini on 2026-05-29).
    - **Diagnostic signature:** a user with **zero ALIS-app sign-in events in the Entra sign-in logs** is still on the old direct-login path (never reached Entra) — the fix is the ALIS Email match, not anything in Entra. Confirmed with Crystal Rodriguez (2026-06-03): identical to Megan Hiatt on identity, sync state, security group, and even held her own per-user consent grant — the ONLY difference was the missing ALIS Email match. Adding her email fixed SSO immediately. Megan worked because her ALIS record was already Email-matched and she used the Microsoft login; Crystal was falling back to direct ALIS login.
    - **Sweep target:** apply to all office/clinical users (Karen Rossini, MemCare reception, etc.) to standardize everyone onto SSO.
- **Caregiver phones:** 22 Samsung Galaxy A15s enrolled in Intune Shared Device Mode (SDM). Enrollment profile: `CSC - Android Shared Phones (Entra SDM)` (`9a0fcc6d-0a88-466e-aa53-44401bb74fca`); 25 devices enrolled per 2026-06-03 Intune pull. Dynamic group: `Cascades - Shared Phones` (`ea96f4b7-3000-45da-ab1f-ddb28f509526`). Used by caregivers for Teams, Outlook, and ALIS. CA policies: block off-network, block non-compliant device (see below re: pending replacement with allow-list), 8h sign-in frequency. Android enrollment token expires 2027-05-08 — token is a join key only; expiry does NOT unenroll existing devices.
- **Audit retention:** Approved 2026-04-29. Azure Log Analytics (90d) + Storage Account (6yr) in ACG subscription `e507e953-2ce9-4887-ba96-9b654f7d3267`, RG `rg-audit-cascadestucson`. **Not yet built.** Runbook: `.claude/skills/remediation-tool/references/audit-retention-runbook.md`.
- **Inky:** No Inky deployment exists in this tenant. No connector, no transport rule, no OAuth app, no add-in. Confirmed 2026-06-04.
- **EXO MSP app auth note (2026-06-04):** When the MSP app cert is not in the Windows cert store on a given machine, use client_credentials flow to obtain an EXO-scoped access token and connect via `Connect-ExchangeOnline -AccessToken`. This bypasses both the cert requirement and interactive MFA. App: ComputerGuru Exchange Operator (`b43e7342-5b4b-492f-890f-bb5a4f7f40e9`). Vault: `msp-tools/computerguru-exchange-operator.sops.yaml`.

### Network

- **ISP / WAN:** Dual-WAN Cox Fiber (primary, static `184.191.143.62/30`, gateway `184.191.143.61`) + Cox Coax (secondary, DHCP `72.211.21.217`). Both WAN IPs added as Cascades Named Location in Entra (ID: `061c6b06-b980-40de-bff9-6a50a4071f6f`).
- **Firewall:** pfSense 24.0 at 192.168.0.1. All DHCP. Inter-VLAN routing. 236 resident room VLANs (per-room /28, `10.[floor].[room].0/28`). Staff/infra VLAN 20 (`10.0.20.0/24`, gateway `10.0.20.1`). Guest VLAN 50 (`10.0.50.0/24`, RFC1918 blocked).
- **Switching:** Full UniFi. 82 APs + 5 managed switches (1st Floor USW-48 PoE core; floors 2-4 USW-Pro-24-PoE; MemCare USW-Pro-24-PoE; USW Lite 8 PoE; USW-16-PoE VoIP switch). Switch hardware replacement on floors 2/3/4 complete.
- **WiFi SSIDs:**
  - CSCNet — staff, VLAN 20
  - CSC ENT — legacy SSID, main LAN (192.168.0.0/22), being deprecated as migration proceeds
  - Guest — isolated, VLAN 50
- **VoIP:** AudioCodes phones (8 units) on USW-16-PoE. CS-QB VM at 192.168.2.228. Not MSP-managed but infra must stay static.

### External Vendors & Mail Senders

- **bill.com (BILL):** Sends from `inform.bill.com`, `hq.bill.com`, `hello.bill.com`, `mc.bill.com`. MX via pphosted.com (Proofpoint). Confirmed delivering successfully to meredith.kuhn, ashley.jensen, lauren.hasselman, zachary.nelson as of 2026-06-04. Safe sender: `account-services@inform.bill.com`.
- **BOK Financial:** Sends from `bokfinancial.com`. MX via pphosted.com (Proofpoint). DMARC p=reject. Zero emails to any cascadestucson.com user in 90-day history as of 2026-06-04 (likely wrong recipient address on BOK's side for the accounts in question).

---

## Access

- **CS-SERVER:** Via ScreenConnect or GuruRMM (agent ID: `6766e973-e703-47c1-be56-76950290f87c`)
- **CS-SERVER iDRAC:** 192.168.2.65
- **pfSense admin:** https://192.168.0.1 — vault: `clients/cascades-tucson/pfsense-firewall.sops.yaml`
- **Synology DSM:** http://192.168.0.120:5000 — vault: `clients/cascades-tucson/` (existing entry)
- **M365 admin:** admin@cascadestucson.com — vault: `clients/cascades-tucson/m365-admin.sops.yaml`
- **M365 sysadmin:** sysadmin@cascadestucson.com — vault: `clients/cascades-tucson/m365-sysadmin.sops.yaml`
- **WiFi CSCNet:** vault: `clients/cascades-tucson/wifi-cscnet.sops.yaml`
- **MDM service account:** vault: `clients/cascades-tucson/mdm-service-account.sops.yaml`
- **ALIS SSO app registration:** vault: `clients/cascades-tucson/alis-sso-app-registration.sops.yaml`
- **GuruRMM — RECEPTIONIST-PC:** agent ID `9c91d324-1073-449c-8cc0-45c5bccfc218` (flaky WebSocket, may lag fleet updates)
- **Remediation tool:** Full tiered app suite consented 2026-04-21. All six apps active: Security Investigator, Exchange Operator, User Manager, Tenant Admin, Defender Add-on, Intune Manager. Old app `fabb3421` (ComputerGuru - AI Remediation) still present but superseded.
- **ComputerGuru Exchange Operator MSP app:** `b43e7342-5b4b-492f-890f-bb5a4f7f40e9` — vault: `msp-tools/computerguru-exchange-operator.sops.yaml`. Use access token auth when cert not in store (see Email & Identity section).
- **Vault root:** `clients/cascades-tucson/` in vault repo

---

## Patterns & Known Issues

### Syncro / Billing

- **Never set a contact on any Syncro ticket unless explicitly requested.** This is a global rule, not Cascades-specific. At Cascades, Meredith Kuhn is the recurring wrong default that Syncro pre-selects — she is not the correct contact. Leave `contact_id` blank; Syncro routes to the correct distribution emails automatically. Source: `feedback_syncro_blank_contact.md`.
- **Billing product for prepaid block draw:** Use a real labor type (Remote, Onsite, etc.) — NOT "Prepaid project labor" (exempt, won't decrement the block).
- **Always live-check hours before billing:** `GET /customers/20149445` in Syncro. The 2026-05-01 invoice debit may not have fired correctly — treat all cached hour counts as approximate.

### Exchange Online / Message Tracing

- **Get-MessageTrace is hard-deprecated (Sept 2025).** As of 2025-09-01, `Get-MessageTrace` returns `BadRequest` / `ValidationException` via EXO InvokeCommand. Use `Get-MessageTraceV2` instead. Key parameter change: use `ResultSize` (not `PageSize`). The deprecation error may be silently swallowed by downstream jq filters — if a trace returns unexpectedly empty, check the raw response for a deprecation error string before assuming no mail. Source: 2026-06-04 Chris Knight investigation.
- **Sender-side suppression (SendGrid ESP):** If a user never receives mail from a specific sender despite a healthy mailbox, and message trace shows zero records (not even bounces), consider a SendGrid suppression list. Resends will also fail silently. Fix requires contacting the sender's support to clear the suppression — there is no M365 action that can resolve this. Confirmed with bill.com / inform.bill.com. Pattern also applies to other high-volume senders using SendGrid.

### Active Directory / User Management

- **Security group assignment is always explicit.** When creating or adding any Cascades user, always ask which security group(s). OU → group auto-mirror was explicitly declined 2026-05-14. OU placement controls Entra Connect sync scope; group membership controls CA policy — two separate deliberate decisions. Source: `feedback_cascades_user_security_group.md`.

- **New user mandatory order (folder redirection):**
  1. Create AD user
  2. Run `New-HomeFolder -Username "<sam>"` on CS-SERVER (creates root + Desktop/Documents/Downloads/Music/Pictures with correct ACL)
  3. Add to SG-FolderRedirect
  4. THEN first domain logon
  - Skipping step 2 causes fdeploy to cache a failure silently and never retry. Source: `feedback_cascades_folder_redirect.md`.

- **Folder redirect recovery:** If fdeploy cached a failure ("No changes detected"), run `clients/cascades-tucson/scripts/fix-shell-redirect.ps1` via GuruRMM while user is logged in. Must set both GUID-based and legacy-name registry keys. Folders must already exist on server.

- **fdeploy1.ini flags:** Changed from `Flags=1211` (included `Grant Exclusive Rights` bit 0x400, causing WRITE_DAC failures on new subfolders) to `Flags=187`. File at `{512B43A4-F049-4CE5-BFAC-860AD13E92BE}\User\Documents & Settings\fdeploy1.ini` on CS-SERVER.

- **Login-screen hide (SpecialAccounts\UserList):** An enabled local admin that does not appear in the Windows sign-in picker is a `SpecialAccounts\UserList` suppression, not a disabled account. Registry path: `HKLM\SOFTWARE\Microsoft\Windows NT\CurrentVersion\Winlogon\SpecialAccounts\UserList`, value `<username>=0`. Fix: delete the DWORD value (or set it to 1); account reappears after sign-out/reboot. Confirmed on NURSESTATION-PC (RMM agent `f5a89784-834f-47b1-82e2-7e3e9dd337ff`) 2026-06-05 — `localadmin=0` removed; account was already enabled and in Administrators (unchanged).

### Conditional Access / Caregiver Policies

- **Phased rollout — never tenant-wide.** CA policies for caregivers now target `SG-Caregivers` (`8b8d9222-5d71-419a-936d-56d895c6c332`) (Entra Connect exited staging 2026-05-14; SG-Caregivers-Pilot superseded). The legacy "Require MFA for all users" policy stays in place. Expansion to other departments uses PATCH on `excludeGroups`, never replace. Source: `project_cascades_ca_phased_rollout.md`.
- **Enforced caregiver CA policy set (unchanged as of 2026-06-03):**
  - `CSC - Block caregivers off Cascades network` (`e35614e1-e896-4a13-9407-076963af488f`) — BLOCK if location not Cascades
  - `CSC - Block caregivers on non-compliant device` (`ede985e2-ee7e-4521-88b2-34c847c3db20`) — BLOCK if device non-compliant. **Pending DISABLE** at allow-list cutover (see below).
  - `CSC - Caregiver sign-in frequency 8h` (`7d491c7a-ad90-4420-9990-40a1e676a76c`)
- **Caregiver device allow-list (2026-06-03 — report-only):** The device restriction is being changed from compliance-based to an explicit device allow-list (phones matching `displayName -startsWith "CSC-"` plus 5 tagged laptops/PCs with `extensionAttribute1=CSCCaregiverDevice`). Rationale: tenant has no Windows compliance policy and `secureByDefault=false`, meaning compliance-only would admit any future-enrolled machine. New CA policy created in report-only:
  - `CSC - Caregivers: allow-listed devices only (REPORT-ONLY)` — id `1b7fd025-1aad-47c8-9274-c32c3e0b163c`; state `enabledForReportingButNotEnforced`
  - Target group: `SG-Caregivers` (`8b8d9222`). Excludes: `sysadmin@`, `admin@`, `SG-CA-BreakGlass` (`131e51ac-d69b-44b8-9c81-56890537a796`)
  - Device filter (mode `exclude`): `(device.displayName -startsWith "CSC-") -or (device.extensionAttribute1 -eq "CSCCaregiverDevice")`
  - **Allowed device list (target — 5 devices tagged `CSCCaregiverDevice`):**

    | Device | OS | GuruRMM agent |
    |---|---|---|
    | NURSESTATION-PC | Win 11 | `8164c6fa-62e7-4aa5-88e4-624f2f656932` |
    | Laptop2 | Win 11 | `dc8daf71-a2e6-4181-8cf2-c463c95dcd7d` |
    | LAPTOP-8P7HDSEI | Win 10 (EOL — upgrade) | `9b74852c-623a-4d4a-bdda-1709ee75ae44` |
    | LAPTOP-DRQ5L558 | Win 11 | `f9e25b3b-da63-40ff-94a6-8cec3b9a19ce` |
    | LAPTOP-E0STJJE8 | Win 11 | `4ac00700-9a9b-4e7f-a7aa-c51857b77661` |

  - **Join model (decided 2026-06-03):** The 4 laptops are **Entra-joined (cloud join)**, NOT domain-joined — a domain-only PC has no Entra device object, so the CA device filter cannot allow-list it. The laptops are shared ALIS/Teams/Outlook access points and do not need the on-prem GPO stack. NURSESTATION-PC stays domain-joined and gets **Hybrid Entra Join** (needs on-prem printers + ALDocs share); requires a one-time device-options config in Entra Connect on CS-SERVER, and its stale 2021 Entra record (Workplace, last seen 2021-07-03) should be cleaned. Mixed model is supported.
  - **Enrollment account:** `devices@cascadestucson.com` (Cloud Device Administrator, `aaca80c6-861b-4294-8068-1033c68d7667`). **Licensed Business Premium + usageLocation=US on 2026-06-04** and ready to join/auto-enroll. The license is needed **only at enrollment time** so auto-MDM-enroll fires; the device stays enrolled and allow-listed afterward regardless of the enroller's license, so the SPB seat can be reclaimed after the batch (30 SPB seats free as of 2026-06-03). One license covers sequential enrollments. Mark each laptop a shared device (remove primary user) to drop per-user license dependency. Confirm MDM user scope = All (Entra -> Devices -> Mobility) before joining — not verifiable via API.
  - **Printing:** does NOT require domain join — Entra-joined laptops print via direct IP network printers or an Intune-pushed `Add-Printer` config. Printers: FrontDesk Epson ET-5800 `192.168.2.147`, CopyRoom Canon C478iF `192.168.2.230`, MCReception Epson ET-5800.
  - **Enrollment progress (2026-06-04):** 3 of the laptops Entra-joined + tagged `CSCCaregiverDevice` — Laptop2, LAPTOP-DRQ5L558, LAPTOP-E0STJJE8 (all Win11 26200). Pending Win11 25H2 upgrade then join+tag: LAPTOP-8P7HDSEI, ASSISTNURSE-PC. NURSESTATION-PC confirmed permanent caregiver device (hybrid-join pending). Full set = phones + those 6 machines. All joined laptops show `isManaged=null` (auto-MDM-enroll did not fire — MDM user scope likely not =All, and only local logins so far). Intune is OPTIONAL: the allow-list is tag-based and works on Entra-join alone; Intune only needed for printer-push / a Windows compliance policy. Intune/MDM decision deferred until all devices on Win11 25H2. Enrollment account `devices@` (Cloud Device Admin), licensed Business Premium transiently (reclaim after batch).
  - **Cutover (low-risk, can be all-at-once):** verified no gap — only `CSC-` phones are compliant today and the allow-list also permits them, so enabling the allow-list ADDS the laptops without removing phone access; nobody on a phone gets locked out. Per-user go-live gate is the ALIS email-match + test sign-in (one at a time), not a CA change. Cutover = enable `CSC - Caregivers: allow-listed devices only` + disable `CSC - Block caregivers on non-compliant device`.
  - **Restricted vs privileged classification (2026-06-04):** Restricted/inside (SG-Caregivers) = the 38 + Veronica Feller (caretaker; inventory shows her remote/PA — confirm on-site) + Christine Nyanzunda (MC admin asst + PT medtech; uses ASSISTNURSE-PC; directory surname typo "Nyanzuda" to fix). Privileged/outside (NOT in SG-Caregivers; ALIS via SSO + offsite MFA) = Lois Lane, Karen Rossini, Christina DuPras, and all admins/directors/managers; nurses ruled OUTSIDE. Zachary Nelson is accounting/no-ALIS (not a caregiver). Still pending classification: Judith Palmer, Patricia Sandoval-Beck, Joey Ty, Alejandra Vallejo, Celia Lassey. Worklist: `clients/cascades-tucson/reports/2026-06-04-caregiver-alis-sso-worklist.md`.
  - **User<->computer map source:** Syncro `kabuto_information.last_user` (GuruRMM does not expose logged-in user). DuPras=ALASSIST-PC, Lois Lane=DESKTOP-KQSL232, Karen Rossini=DESKTOP-LPOPV30, shared medtech=ASSISTNURSE-PC, shared MemCare reception=MEMRECEPT-PC (excluded from caregiver allow-list, receptionist-only). CONTEXT.md GuruRMM roster stale (27->32) — refresh pending.
  - **Caregiver desktop app shortcuts:** ALIS (`https://cascadestucson.alisonline.com`), LinkRx (`https://pharmcare.linkrxnow.com/`), HelpAny (`https://app.safe-living.com/login`) — deploy via a Public-Desktop PowerShell script launching Edge `--app` mode (preserves SSO device-claim), pushed via GuruRMM to the 6 caregiver machines.
  - **Login UX:** Entra/Microsoft sign-in (and ALIS SSO) requires the full UPN — no bare-username option for cloud accounts. Minimize typing via Windows Hello PIN on laptops + silent ALIS SSO once signed in; pursue ALIS Login PINs (Medtelligent limited-release).
  - **Caregiver test rig (2026-06-05, validated):** Phased-test infra before promoting to all caregivers. `SG-Caregivers-DeviceTest` (`db5849ec`, USERS) carries the full caregiver rule set (off-network block + sign-in-freq + allow-list, excluded from compliance-block); `Cascades - Caregiver Devices` (`02c6f698`, STATIC devices) targets Intune profiles (NURSESTATION only for now); `SG-Intune-Enrollment` (`13d94f6e`, holds devices@) scopes MDM auto-enroll. Test acct `pilot.test@cascadestucson.com` (`d26e0e5a`, Business Premium, ephemeral). NURSESTATION-PC is **Hybrid Entra Joined** (re-domain-joined Win11 25H2; new deviceId `d3bf931f-f128-4261-8398-b46c34a4b342`, object id `de199a15-3f5d-4da3-8b17-3faade7f7dad`, trustType `ServerAd`). Intune profiles (idle-lock 5min + disable-WHfB OMA-URI) assigned to device group but **NOT yet applied** — `INTUNE_A: PendingInput` tenant-wide blocks enrollment on newly-licensed accounts (devices@, pilot.test); MS case open; does NOT block caregiver access (GPO path used instead). **PROVEN 2026-06-05:** pilot.test on NURSESTATION-PC -> ALIS opened via SSO with lockdown holding (off-network blocked, only allow-listed device passes). ALIS first threw CA 53003 because the `extensionAttribute1` tag takes >70 min to propagate into CA's device-filter cache; fixed by adding NURSESTATION's **deviceId** directly to the allow-list rule (immediate, lag-free) — for the small caregiver device set, **deviceId matching is the reliable lever**. Windows Hello does NOT auto-provision on hybrid-joined machines (`WillNotProvision: PolicyEnabled NO`). **GPOs deployed 2026-06-05:** `CSC - Caregiver Workstation` validated on pilot.test; `CSC - Caregiver Device Lockdown` deployed to `OU=Caregiver Devices` (activates on reboot). **Monday go-live:** promote allow-list + GPO filter from test group to `SG-Caregivers`; disable compliance-block; move real machines in one at a time.
  - **Threat model (confirmed 2026-06-05):** off-network + device allow-list specifically defeats remote credential abuse (hacker / bad employee from home) — stolen caregiver creds unusable off-site/off-device because CA blocks the cloud sign-in before ALIS/email. Risk-based MFA policies are inert (tenant has no Identity Protection P2 license).
- **GDAP exclusion:** CA policy 3 must exclude "Service provider users" (GDAP foreign principals) + `SG-External-Signin-Allowed` + `SG-Break-Glass`, otherwise ACG partner admins lose access at CA cutover.
- **Pilot cleanup required when done:** Delete `pilot.test@cascadestucson.com`, clean up `howard.enos@cascadestucson.com`, remove `SG-Caregivers-Pilot` from CA policy targets and delete the group. Source: `project_cascades_pilot_cleanup.md`.

### EXO / Message Trace

- **Get-MessageTrace is deprecated.** Use `Get-MessageTraceV2` instead. V2 has a 10-day max window — loop 9 consecutive windows to cover 90 days. A wildcard sender with a 30-day window returns false positives due to the window-limit violation; keep windows to 10 days and use specific sender domains.
- **EXO access token auth:** When `Connect-ExchangeOnline -Credential` fails (MFA/modern auth block) and the app cert is not in the Windows cert store, use client_credentials flow to get an EXO-scoped token and pass it via `-AccessToken`. See access note in the Access section above.

### Known Issues / Pending Hygiene (as of 2026-06-04)

- **[BUG] Stale exclude-group on MFA-all-users policy:** The `Require multifactor authentication for all users` policy (`7e87a1c7…`) currently excludes `SG-Caregivers-Pilot` (`0674f0bc…`) instead of the live `SG-Caregivers` (`8b8d9222…`). Functionally harmless today (pilot group still exists), but this is a known bug that must be corrected. Fix: PATCH `excludeGroups` to replace `SG-Caregivers-Pilot` with `SG-Caregivers`.
- **[DESIGN] ALIS-native 2FA is not a perimeter control.** The `Require MFA for all users` policy excludes `AllTrusted` locations, so Entra never prompts on the Cascades network. A non-SSO ALIS user can reach ALIS from anywhere with only ALIS credentials — Entra never sees that login. The correct permanent model: force all ALIS logins through Entra SSO (SSO-only, credential fallback disabled), so Entra enforces onsite-seamless / offsite-MFA. Office/privileged users should be standardized onto ALIS SSO as a separate workstream; ALIS-native 2FA should then be disabled per-user then globally.
- **[INFO] Android enrollment token expiry (2027-05-08) does NOT unenroll devices.** The `CSC - Android Shared Phones (Entra SDM)` enrollment token (`9a0fcc6d`) is a join key only. Existing enrolled devices (25 as of 2026-06-03) are unaffected by token expiry. Renewal is needed only before enrolling new devices after that date.
- **[INFO] Chris Knight bill.com/BOK Financial emails (2026-06-04):** Zero bill.com or BOK Financial emails ever delivered to chris.knight@ or c.knight@ in 90 days. bill.com confirmed delivering to other Cascades users (no tenant-wide block). Root cause: bill.com and BOK Financial backends likely still have Chris Knight's old email address. Resolved externally by Howard. No tenant config changes needed.

### Security Incidents (historical)

- **Megan Hiatt (2026-04-16):** Active credential-stuffing — 126 failed sign-ins, bursts from Belfast GB, Hamburg DE. Password reset and SMTP AUTH disable were action items. Mailbox was clean (not breached).
- **John Trozzi (2026-04-16, 2026-04-20):** Investigated twice — both times NO BREACH. First: credential stuffing flag (clean). Second: inbound phishing email (clean). Reports in `clients/cascades-tucson/reports/`.
- **Crystal Rodriguez (2026-04-19):** Phishing investigation. Report: `clients/cascades-tucson/reports/2026-04-19-crystal-rodriguez-phish-investigation.md`.
- **Canva email delivery (2026-05-20):** Alma Montt not receiving Canva invites. Resolved by adding canva.com domains to AllowedSenderDomains in EOP policies.
- **ALIS AADSTS65001 (2026-06-03):** megan.hiatt, karen.rossini, memcarereceptionist could not sign in to ALIS on non-phone devices. Root cause: missing tenant-wide admin consent on ALIS SP (`e1cae4ad`). Resolved by granting `AllPrincipals` `User.Read` via Graph API. CA was NOT the cause — all failures showed `conditionalAccessStatus: success` from trusted IPs.
- **dunedolly21@gmail.com:** External guest invited 2026-04-14 by Lauren Hasselman from mobile. Status unknown — confirm with Lauren. [unverified]
- **Chris Knight bill.com / BOK email delivery (2026-06-04):** `chris.knight@cascadestucson.com` (alias: `c.knight@cascadestucson.com`) not receiving bill.com or BOK Financial emails. M365 mailbox confirmed healthy: 24 inbound messages traced over prior 48h, no inbox rules, no forwarding, no junk/quarantine hits, no transport rules or connectors blocking. Root cause: SENDER-SIDE, not M365. bill.com sends via SendGrid (`inform.bill.com`); the address was on SendGrid's ESP suppression list — mail dropped before SMTP, so nothing appeared in message trace and repeated resends never arrived. BOK diagnosis confirmed: correcting the email in BOK's portal produced a "Welcome to Exchange!" delivery from `alerts@exchange.bokfinancial.com` within minutes. **bill.com fix requires calling bill.com support** — the account email cannot be changed in the web UI (it is the locked login identity); support must update it AND clear the SendGrid suppression. Ticket #32383, 1.5h remote.

### HIPAA Compliance

- **Primary objective.** Cascades stores PHI on CS-SERVER and uses ALIS for clinical records.
- **Critical open gaps:** No backup (§164.308(a)(7)); no audit logging on D:\Homes (§164.312(b)); Object Access auditing disabled; no SMB encryption on homes share; no file access auditing.
- **Restored 7 deleted mailboxes (2026-04-25)** for HIPAA §164.316(b)(2) 7-year retention.
- **Termination policy established:** Convert to shared mailbox, hide from GAL, retain 7 years.

---

## Active Work

Primary active project as of 2026-05-24: dept-by-dept domain migration (Syncro #110680053).

**Migration phase status (as of 2026-05-26):**

| Machine / User | Status |
|---|---|
| Sharon Edwards (DESKTOP-DLTAGOI) | Domain-joined, folder redirect working via registry workaround |
| Ashley Jensen (DESKTOP-U2DHAP0) | Domain-joined, folder redirect manually fixed |
| Crystal Rodriguez (CRYSTAL-PC) | Domain-joined, folder redirect confirmed working 2026-05-21 |
| RECEPTIONIST-PC (frontdesk) | Domain-joined 2026-05-22; loopback Replace mode, no folder redirect by design |
| NURSESTATION-PC | Domain-joined, folder redirect complete |
| Lauren Hasselman | Domain-joined, folder redirect complete 2026-05-23 |
| Megan Hiatt (Marketing) | COMPLETE 2026-05-27 — domain joined via ProfWiz, folder redirection live, data on server |
| DESKTOP-KQSL232 (Lois Lane — CareTakers) | Blocked — Lois Lane resistant to change; John Trozzi working with her |
| CHEF-PC, SALES4-PC, MDIRECTOR-PC | Not yet started |

**Blocking issues / pending:**
- M365 relicensing: 31 Business Standard → Business Premium (SUSPENDED — time-critical, 31 SPB seats free)
- Break-glass accounts: not created (confirmed 2026-05-27)
- Audit retention infra: not built
- RECEPTIONIST-PC GuruRMM agent (9c91d324): flaky WebSocket, lagging fleet
- Entra Connect: OU=Administrative not yet in sync scope; UPN suffix updates for that OU pending
- NURSESTATION-PC: reboot required to activate `CSC - Caregiver Device Lockdown` GPO (deployed 2026-06-05, linked to `OU=Caregiver Devices`; startup script runs at boot — verify lock@3min, 90s warning, sign-out@15min, never-sleep)
- #32370 (open): Howard onsite — eFax setup on Karen's and Christin's machines; portable scanner setup on both. No appointment scheduled as of 2026-06-02.
- #32383 (open — pending customer action): bill.com email delivery for Chris Knight. Cascades must CALL bill.com support to update account email to `chris.knight@cascadestucson.com` AND clear it from the SendGrid suppression list (cannot be done via web UI). BOK side near-resolved (address corrected; Chris to complete registration). Ticket logged 2026-06-04; investigation billed 1.5h remote.
- Caregiver device allow-list: 4 laptops need Entra-join + Intune-enroll + `extensionAttribute1` tagging before cutover (see Patterns section)
- ALIS office/privileged standardization: move office/managers/nurses to ALIS SSO-only; disable ALIS-native 2FA per-user then globally (separate workstream)
- Fix stale `SG-Caregivers-Pilot` exclude-group on `Require MFA for all users` policy (known bug, see Known Issues)
- LAPTOP-8P7HDSEI: upgrade Win 10 → Win 11 before PHI use
- Chris Knight bill.com/BOK Financial addresses: confirm updated in bill.com backend and at BOK Financial (resolved externally 2026-06-04 but no confirmation of actual address update on vendor side)

---

## History Highlights

| Date | Event |
|---|---|
| 2026-03-06 | ACG onboarding begins. Initial audit (CS-SERVER Dell R610, pfSense, UniFi, Synology). 19 machines. No backup, no HIPAA compliance. |
| 2026-03-09 | AD security hardening: Monica Ramirez removed from Domain Admins, lockout policy fixed, AD Recycle Bin enabled, MachineAccountQuota set to 0. |
| 2026-03-31 | Cascades onboarded to remediation tool. Tenant ID documented. 50 users, Secure Score 34%. |
| 2026-04-13 | Major onsite: 13 stale AD accounts deleted, OU structure cleaned, UPNs migrated to cascadestucson.com, Homes share created, Folder Redirection GPO deployed (registry workaround), first domain joins. |
| 2026-04-14 | Sandra Fish global admin revoked. ALIS SSO confirmed. Business Premium proposal created. |
| 2026-04-16 | Breach checks: Megan Hiatt (credential stuffing, not breached; password reset). John Trozzi (clean). Crystal Rodriguez phish. /remediation-tool skill built. |
| 2026-04-17 | Howard onsite: folder redirect Sharon Edwards diagnosis. John Trozzi WiFi (TP-Link + UniFi roaming instability). |
| 2026-04-25 | Entra Connect installed on CS-SERVER (staging mode). 7 deleted mailboxes restored for HIPAA. Dual-WAN discovered. |
| 2026-04-28-29 | CA policy reconciliation. Audit retention architecture (ACG-billed, LAW 90d + Storage 6yr). Break-glass design (2 accounts, YubiKeys). Caregiver pilot scope corrected (phased only). |
| 2026-04-30 | CA rollout (Report-only mode): 3 caregiver policies created. SDM bootstrap. |
| 2026-05-01 | Howard billed 33.5 hrs against prepaid block on Entra project ticket #32214 ($0 invoice). |
| 2026-05-07-08 | SDM phone provisioning. SDM token success. ALIS SSO app registration values captured to vault. |
| 2026-05-14-16 | Caregiver AD accounts created. Security groups always deliberate (no OU→group automation). Wireless diagnostic. |
| 2026-05-18 | Billing review. 39.5 hrs remaining before session. 7 hrs billed separately. |
| 2026-05-20 | Canva email delivery resolved (canva.com domains added to EOP). |
| 2026-05-21 | Crystal Rodriguez folder redirect confirmed working. Lauren Hasselman + Crystal Rodriguez domain join attempted — passwords didn't work initially. |
| 2026-05-22 | Ashley Jensen domain-joined. RECEPTIONIST-PC domain-joined. GPO ILT fixes (FrontDesk printer + R: drive). cascadesDS auth failure diagnosed (workgroup collision) and deferred. |
| 2026-05-14 | Entra Connect exited staging mode — actively syncing. CA pilot re-pointed to SG-Caregivers. |
| 2026-05-23 | Lauren Hasselman folder redirect complete. Megan Hiatt (Marketing) confirmed in AD, domain join pending. |
| 2026-05-24 | RECEPTIONIST-PC GuruRMM agent noted as 0.6.37 straggler while fleet at 0.6.38. Flaky WebSocket. |
| 2026-05-26 | Access control vendor meeting onsite (ticket #32324). 0.5h Howard + 0.5h Mike billed against prepaid block. Block at 28.0h. Remote diagnosis of UniFi controller confirmed impossible (no Tailscale route, GuruRMM WebSocket-only, pfSense SSH blocked). |
| 2026-06-03 | ALIS AADSTS65001 diagnosed and resolved: granted tenant-wide admin consent (`AllPrincipals` `User.Read`) on ALIS SP `e1cae4ad`. Caregiver device allow-list CA policy created in report-only (`CSC - Caregivers: allow-listed devices only (REPORT-ONLY)`, id `1b7fd025`). Allow-list = CSC- phones + 5 tagged devices (NURSESTATION-PC, Laptop2, LAPTOP-8P7HDSEI, LAPTOP-DRQ5L558, LAPTOP-E0STJJE8). Cutover pending laptop Intune enrollment + validation. Three existing enforced caregiver CA policies left untouched. |
| 2026-06-04 | Three same-day tickets: #32381 Tamra scanner (0.5h onsite), #32382 Megan file access (1.5h onsite), #32383 Chris Knight bill.com/BOK email delivery (1.5h remote). Chris Knight mailbox investigation: full EXO/EOP/quarantine/message trace analysis — no tenant config issues found. No Inky in tenant (confirmed). bill.com delivering to other users; zero delivery to chris.knight/c.knight in 90 days. Root cause: wrong address in bill.com/BOK backends + SendGrid suppression on bill.com side. BOK resolved by correcting email in portal (delivery within minutes). bill.com fix requires support call. Resolved externally by Howard; no tenant config changes needed. EXO access token auth method documented (cert not in BEAST cert store). Prepay block: 17.25 → 15.75 hrs. |
| 2026-06-05 | NURSESTATION-PC localadmin login-screen issue: `SpecialAccounts\UserList` hide (`localadmin=0`) — removed via RMM (agent `f5a89784`); account was already enabled + admin. Vault hygiene: `sysadmin@` GA password vaulted (`clients/cascades-tucson/m365-sysadmin.sops.yaml`); voice MFA scoped group "MFA - Voice Call Scoped (sysadmin)" (`304f941e`) created; `alternateMobile` updated to +1 520-585-1310 (Howard). Caregiver test rig built: `SG-Caregivers-DeviceTest` (`db5849ec`, full rule set), `Cascades - Caregiver Devices` (`02c6f698`, static), `SG-Intune-Enrollment` (`13d94f6e`), `pilot.test@cascadestucson.com` (`d26e0e5a`, ephemeral). Hybrid Entra Join enabled in Entra Connect (SCP `ConfigureSCP.ps1`; `OU=Caregiver Devices` added to sync scope). NURSESTATION re-domain-joined (Win11 25H2) + hybrid-registered as `trustType: ServerAd`, new deviceId `d3bf931f-f128-4261-8398-b46c34a4b342` (object `de199a15`). Caregiver access model proven end-to-end on desktop: pilot.test + NURSESTATION — ALIS via silent SSO, CA off-network block + device allow-list holding. CA 53003 on `extensionAttribute1` tag lag (>70 min); resolved by adding deviceId directly to allow-list rule (immediate). Windows Hello does NOT auto-provision on hybrid-joined machines (`WillNotProvision: PolicyEnabled NO`). GPO `CSC - Caregiver Workstation` (`{3B5CD9A6-A278-4676-A9FD-9396D21A8261}`, User config GPP): 3 desktop shortcuts (ALIS, LinkRx, Helpany) + 6 `\\CS-SERVER\` printers with location-based default (Nurses for `SG-PC-MainTower`, MCMedTech for `SG-PC-MemoryCare`, computer-context ILT) + `LegacyDefaultPrinterMode=1` — built, linked at `OU=Caregivers`, security-filtered to `SG-Caregivers-Test` (pilot.test only), validated on NURSESTATION. GPO `CSC - Caregiver Device Lockdown` (`{E6174988-2721-4D96-ADF5-F5BB44E92769}`, computer-only): startup script (lock 3 min / auto sign-out 15 min / 90s warning / never sleep) + psscripts.ini in SYSVOL — deployed + linked at `OU=Caregiver Devices` (takes effect on next NURSESTATION reboot). Intune enrollment blocked tenant-wide (`INTUNE_A: PendingInput` on newly-licensed accounts); MS case open; GPO path used instead. Ticket #32303 billing reconciliation: work summary posted as customer-visible resolution note (comment 417582473); 7.0h onsite line item (42750851) + invoice #67782 ($0.00 prepaid); prepay block 15.75 → 8.75 hrs; ticket status → Invoiced. |

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## Compilation Notes

**Session logs read:** 25 root session logs + client-specific logs in `clients/cascades-tucson/session-logs/` (through 2026-06-05-howard-cascades-entra-ticket-billing.md) + 7 memory files + 5 structured docs. Date range: 2026-03-06 through 2026-06-05.

**Client folder:** `clients/cascades-tucson/` (NOT `clients/cascades/` — that directory does not exist).

**Open items flagged as unverified:**
- Hour balance — always live-check; treat cached counts as approximate (8.75 hrs derived from billing session log 2026-06-05; not a live Syncro pull)
- Break-glass accounts + YubiKeys — confirmed not created as of 2026-05-27; YubiKey arrival unconfirmed
- Audit retention infra — approved 2026-04-29, not yet built
- dunedolly21@gmail.com guest invite — confirm with Lauren
- Windows MDM auto-enroll scope — confirm in portal (Entra → Devices → Mobility → Microsoft Intune → MDM user scope)
- #32381 / #32382 ticket details (Tamra scanner, Megan file access) — referenced in 2026-06-04 session log reference table only; full ticket details not documented in session logs
- Chris Knight bill.com/BOK Financial vendor-side address updates — resolved externally but no confirmation of actual update on vendor side

**Resolved since last compile:**
- New tiered remediation app suite — confirmed consented 2026-04-21 (all 6 apps active)
- DMARC — confirmed upgraded to p=quarantine;pct=100
- ALIS AADSTS65001 sign-in failures — resolved 2026-06-03 by granting admin consent
- BOK Financial email delivery for Chris Knight — resolved 2026-06-04 by correcting email in BOK portal (bill.com side still requires support call); no tenant config changes needed
- `CSC - Caregiver Device Lockdown` GPO — deployed 2026-06-05 (was blocked/pending in prior compile)
- Hybrid Entra Join on NURSESTATION-PC — proven 2026-06-05; Intune-to-GPO pivot complete; full caregiver desktop access model validated end-to-end
- Ticket #32303 billing — 7.0h billed 2026-06-05, invoice #67782 ($0.00 prepaid); prepay block 15.75 → 8.75 hrs; ticket status Invoiced

## Backlinks

- [[projects/gururmm]] — RECEPTIONIST-PC enrolled (site CascadesTucson); CS-SERVER enrolled
