# Step 1: Emergency Backup (~1 hour, remote)

**Must complete before touching anything.** HIPAA §164.308(a)(7) requires backup and disaster recovery for all PHI. No backup = non-compliance. Synology NAS and CS-SERVER both contain PHI.

---

## 1.1 — Set up Synology Active Backup for Business

See `session3-2026-03-07.md` Step 1 for detailed walkthrough.

1. Log into Synology DSM at `https://192.168.0.120:5001`
2. Install "Active Backup for Business" from Package Center (free with Synology)
3. Install ABB agent on CS-SERVER via ScreenConnect (download from DSM → ABB → Physical Server → Add Device)
4. Create backup task:
   - Source: CS-SERVER (192.168.2.254), entire machine (C: + D:)
   - Destination: Synology Volume 1 (~540 GB free, expect ~300 GB after compression)
   - Schedule: Nightly at 2:00 AM
   - Retention: 7 daily + 4 weekly
   - Compression + transfer encryption enabled
5. Run first backup manually
6. **Verify it completes successfully before proceeding**

**Storage note:** ~592 GB raw data, but ABB compression typically achieves 40-60% reduction. Should fit with room for incrementals. **HIPAA critical:** PHI backup must succeed before any other migration work begins.

## 1.2 — Export pfSense config

1. Open pfSense web UI (192.168.0.1)
2. Diagnostics → Backup & Restore → Download configuration as XML
3. Save to `D:\Shares\IT\Backups\pfSense\` on CS-SERVER

## 1.3 — Export configuration snapshots

Run on CS-SERVER via ScreenConnect:

```powershell
# Script: scripts/phase0-export-configs.ps1
# See script for full commands
```

Exports: AD users/computers/groups, DNS records, NPS/RADIUS config, file share permissions (SMB + NTFS), GPO reports.

All exports saved to `D:\Shares\IT\Backups\`.

## 1.4 — Quick remote health checks

Run `scripts/phase0-remote-checks.ps1` on CS-SERVER via ScreenConnect. Checks:
- Disk SMART health via Dell OpenManage
- Unknown listening ports (5504, 6783, 8019)
- IIS website audit
- DNS forwarder verification
- General server health (memory, disk, uptime)

## Checklist

- [ ] Active Backup for Business installed and first backup completed
- [ ] pfSense XML backup saved
- [ ] AD export CSVs in `D:\Shares\IT\Backups\AD\`
- [ ] DNS export in `D:\Shares\IT\Backups\DNS\`
- [ ] NPS export in `D:\Shares\IT\Backups\NPS\`
- [ ] Permissions exports in `D:\Shares\IT\Backups\Permissions\`
- [ ] Remote health checks completed (disk, ports, IIS, DNS forwarder)

## Rollback

Step 1 is read-only/additive. Nothing to roll back.
