# Gonzvar Tax Services - Pending Tasks

**Client:** Gonzvar Tax Services
**Project Key:** gonzvar
**Date Created:** 2026-06-06
**Status:** Pending setup/deployment

## Overview

New MSP client requiring initial infrastructure setup. Four machines total: 3 workstations + 1 server.

**RMM Enrollment Details:**
- Client ID: `ae78d033-b09c-4898-ac9f-febe1fad54fa`
- Site ID: `fa410749-ac42-432a-a4be-a6eafa20eb92`
- Site Code: `INNER-BEAR-6727`
- Install Page: https://rmm.azcomputerguru.com/install/INNER-BEAR-6727
- MSI Installer: https://rmm.azcomputerguru.com/api/sites/fa410749-ac42-432a-a4be-a6eafa20eb92/installer
- Enrollment Key: Vaulted at `clients/gonzvar-tax-services/gururmm-site-main.sops.yaml`

## Pending Tasks

### 1. QuickBooks RemoteApp Setup
**Status:** Pending
**Assigned:** Mike
**Description:** Install QuickBooks on server, configure RemoteApp for sharing to local users and VPN access

**Details:**
- Install QB on server
- Configure RemoteApp/RDS
- Enable access for local network users
- Enable access for VPN users
- Test connectivity from workstations

### 2. System Cleanup
**Status:** Pending
**Assigned:** Mike
**Description:** Cleanup on all Gonzvar machines (3 workstations + server)

**Scope:**
- Disk cleanup (temp files, cache, old logs)
- Windows updates check/install
- Remove unnecessary software
- Clear browser caches
- Empty recycle bins
- Check disk health

**Machines:**
- Workstation 1
- Workstation 2
- Workstation 3
- Server

### 3. RDP Access via VPN
**Status:** Pending
**Assigned:** Mike
**Description:** Setup RDP access to each machine via VPN

**Requirements:**
- Configure VPN solution (determine which: Tailscale, traditional VPN, other)
- Enable RDP on all 3 workstations
- Configure firewall rules
- Test remote desktop connectivity
- Document connection details for client

**Machines:**
- Workstation 1
- Workstation 2
- Workstation 3

### 4. GuruRMM Enrollment (Deferred)
**Status:** Pending (Low Priority) - Client/Site Created, Ready for Agent Installation
**Assigned:** Mike
**Description:** Enroll Gonzvar machines in GuruRMM - to be done later

**Scope:**
- ✓ Create Gonzvar client in RMM (COMPLETED 2026-06-06)
- ✓ Generate enrollment keys (COMPLETED 2026-06-06)
- Install agent on all 4 machines (3 workstations + server)
- Run onboarding diagnostics
- Address any critical/warning findings
- Establish baselines

**Agent Installation:**
- Download MSI from: https://rmm.azcomputerguru.com/api/sites/fa410749-ac42-432a-a4be-a6eafa20eb92/installer
- Or use install page: https://rmm.azcomputerguru.com/install/INNER-BEAR-6727
- Site code: INNER-BEAR-6727

## Notes

- RMM enrollment scheduled for later - other tasks have priority
- Need to determine VPN solution for RDP access (Tailscale recommended based on recent Wolkin planning)
- QuickBooks version and licensing details TBD
- Machine hostnames/specs TBD

## Coordination API

Todos tracked in coordination API with project_key: `gonzvar`

Query pending todos:
```bash
curl -s "http://172.16.3.30:8001/api/coord/todos?project_key=gonzvar&status_filter=pending"
```

## Follow-up Required

- [x] Create RMM client and site (COMPLETED 2026-06-06)
- [ ] Determine QuickBooks version/licensing
- [ ] Get machine hostnames and specs
- [ ] Decide on VPN solution (Tailscale recommended)
- [ ] Schedule maintenance window for cleanup work
- [ ] Install RMM agents on all 4 machines (deferred to later)

---

**Last Updated:** 2026-06-06
**Todo IDs:** 1b2d8e20, 8f0f914b, 6d18aed9, e48c2808
**RMM Client ID:** ae78d033-b09c-4898-ac9f-febe1fad54fa
**RMM Site Code:** INNER-BEAR-6727
