sync: auto-sync from GURU-5070 at 2026-07-10 06:59:57
Author: Mike Swanson Machine: GURU-5070 Timestamp: 2026-07-10 06:59:57
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## User
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- **User:** Mike Swanson (mike)
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- **Machine:** GURU-5070
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- **Role:** admin
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## Session Summary
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Read the NetSapiens white-label VoIP onboarding best-practices guide (voipdocs.io/onboarding-recommendations) and the ns-api `GET /ns-api/v2/version` reference, then produced two onboarding checklist documents for the OIT/PacketDial VoIP work.
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Reviewed the existing Valley Wide Plastering (VWP) VoIP provisioning docs under `clients/valleywide/voip/` (README, PROVISIONING-STATUS, COMPLETE-CLIENT-SETUP) to capture actual project state before writing. Created a VWP-specific onboarding checklist mapping the NetSapiens 17-step onboarding flow to VWP's real status: user roster/domain/E911/RPS-fix done; user CSV upload is the immediate next step; DID routing, auto-attendant/queue build, and per-phone hardware handout are mid-flight; and the billing/porting-side steps (payment authorization, port application, orientation call) flagged for verification since they are account/sales-side and not confirmable from the repo.
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Created a reusable general OIT/PacketDial onboarding template in the packetdial skill's references directory so it deploys globally on sync and is discoverable for future client onboardings. The template uses the same 17-step spine plus ACG-specific detail: the per-phone device-assignment workflow (PacketDial SIP device -> YMCS SIP account -> bind -> reboot), the field gotchas that cost time on VWP (the two-whitelabel RPS URL trap, the YMCS `sipServer1` HTTP 412 schema, users-only bulk import, M365 email matching), and vault paths / tooling / support contacts.
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No code, API calls, or live provisioning were performed this session — documentation only. The earlier VWP provisioning work (domain creation, RPS URL fix, CSV prep) was done in a prior session on Mike's MacBook (commit db10206a).
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## Key Decisions
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- **Two separate docs, two homes** — the VWP-specific checklist lives with the client (`clients/valleywide/voip/`) and reflects live state; the generic reusable template lives in `.claude/skills/packetdial/references/` so it deploys globally and is found by the skill on future onboardings. Kept client-specific detail out of the template.
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- **Placed the template in packetdial/references, not a new docs/ dir** — the skill already keeps reusable reference material in `references/` (api.md); the previously-referenced `docs/VOIP_ONBOARDING_WORKFLOW.md` did not actually exist, so followed the established `references/` pattern.
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- **Marked billing/porting steps [?]/[ ] rather than asserting done** — payment auth, port application, and orientation call are account/sales-side; status was not confirmable from the repo, so flagged for verification instead of guessing.
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- **ASCII checkbox markers, not the emoji check/cross style** — the existing VWP docs use emoji; house rule is no emojis, so used `[x]`/`[~]`/`[ ]`/`[?]` markdown checkboxes.
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## Configuration Changes
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- Created `clients/valleywide/voip/ONBOARDING-CHECKLIST.md` — VWP-specific 17-step onboarding checklist mapped to current state.
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- Created `.claude/skills/packetdial/references/OIT-ONBOARDING-CHECKLIST.md` — reusable general OIT/PacketDial + YMCS onboarding template.
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## Credentials & Secrets
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No new credentials. Referenced existing vault entries only:
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- `msp-tools/oitvoip-provisioning.sops.yaml` (Prov_Admin — RPS/portal login)
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- `msp-tools/oitvoip.sops.yaml` (reseller API key)
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## Infrastructure & Servers
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- **VWP domain:** `vwp.91912.service` (reseller 91912.service / ACG), main number 480-705-9500, timezone America/Phoenix, dial policy US+Canada.
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- **RPS provisioning URL (OIT/PacketDial):** `http://ndp.ucaasnetwork.com/cfg` — NOT the Whitelabel Communication (WLC) `ftp://p.packetdials.net`. Using the wrong one leaves phones unregistered with otherwise-correct SIP creds.
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- **YMCS site:** Valley Wide Plastering / `1e7578a6fe0e41cfb5a3e8b40933ffee`.
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- **VWP E911 address ID:** `a-6a395c03d4cfe` (301 N 56TH ST, Chandler AZ 85226).
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- **PacketDial API:** `https://pbx.packetdial.com/ns-api/v2` (fallback `https://api.ucaasnetwork.com/ns-api/v2`).
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## Commands & Outputs
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Documentation session — no live commands run. Per-phone device-assignment sequence captured in both checklist docs:
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`ns.py create-device` -> read `device-sip-registration-password` -> `ymcs.py add-sipaccount` (sipServer1 as object {host,port}) -> `ymcs.py ... bindAccounts` -> `ymcs.py reboot`.
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## Pending / Incomplete Tasks
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- **VWP immediate next step:** upload `vwp-users-import.csv` to PacketDial (Domains -> vwp.91912.service -> Users -> Import); verify 11 users created without devices.
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- **VWP 7 parked extensions** need client clarification (101 Natalya, 106 Tammy, 108 Shannon, 111 Kitchen, 112 Conference, 117 "Jesse III"/Ryan?, 118 Warehouse) -> second CSV / shared-phone decision.
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- **VWP Phase 2:** reception queue 8000, main AA 3000, assign DID 480-705-9500, test inbound; Phase 3 business-hours timeframes.
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- **VWP billing/porting side** unverified: payment authorization, port application, orientation call.
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- **YMCS `sipServer1` HTTP 412** schema blocker from prior session still needs confirmation against `.claude/skills/yealink-ymcs/docs/SIPSERVER_SCHEMA.md` before smooth end-to-end device binding.
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## Reference Information
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- VWP checklist: `clients/valleywide/voip/ONBOARDING-CHECKLIST.md`
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- Reusable template: `.claude/skills/packetdial/references/OIT-ONBOARDING-CHECKLIST.md`
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- Onboarding best-practices: https://voipdocs.io/onboarding-recommendations/orders-tasks/version/1
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- NetSapiens API docs: https://docs.ns-api.com — `GET /ns-api/v2/version`
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- Prior VWP provisioning commit: db10206a (feat(voip): VWP complete provisioning prep + setup documentation)
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- Related VWP docs: `clients/valleywide/voip/{README,PROVISIONING-STATUS,COMPLETE-CLIENT-SETUP,DEVICE-ASSIGNMENT-COMMANDS,extension-mapping,SESSION-SUMMARY-2026-07-09}.md`, `vwp-users-import.csv`
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clients/valleywide/voip/ONBOARDING-CHECKLIST.md
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clients/valleywide/voip/ONBOARDING-CHECKLIST.md
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# VWP VoIP Onboarding Checklist
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Client-specific onboarding checklist for **Valley Wide Plastering** on OIT/PacketDial +
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Yealink YMCS, mapped to the NetSapiens 17-step onboarding flow
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(voipdocs.io/onboarding-recommendations). Tracks the birds-eye onboarding state; the
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implementation detail lives in the sibling docs.
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- **Domain:** vwp.91912.service (reseller 91912.service / ACG)
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- **Main number:** 480-705-9500
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- **RPS server:** `http://ndp.ucaasnetwork.com/cfg` (OIT/PacketDial — NOT the WLC `ftp://p.packetdials.net`)
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- **YMCS site:** Valley Wide Plastering / `1e7578a6fe0e41cfb5a3e8b40933ffee`
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- **Credentials:** vault `msp-tools/oitvoip-provisioning.sops.yaml` (Prov_Admin)
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- **Last updated:** 2026-07-10
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Legend: `[x]` done · `[ ]` not started · `[~]` in progress · `[?]` verify (owner/status unconfirmed)
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---
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## Client intake / prep (steps 1-8)
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- [?] **1. Welcome correspondence sent** — confirm sales/account side handled this
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- [?] **2. Payment authorization (CC/ACH)** — prerequisite for go-live; confirm billing on file with OIT/ACG
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- [~] **3. Service start timing** — main line 480-705-9500 live; determine port-dependent vs temp-number cutover
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- [?] **4. Recent billing docs collected** — needed for the port (CSR/LOA from current carrier)
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- [~] **5. Numbers-to-port list** — main 480-705-9500 identified; confirm any additional DIDs + intended use
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- [x] **6. User roster gathered** — `extension-mapping.md`: 11 matched to M365, 7 unmatched/shared (parked)
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- [~] **7. Equipment source + MAC addresses** — Yealink phones on hand; MACs collected per-phone at assignment (last-4 workflow)
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- [?] **8. Client orientation call** — schedule/confirm
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## Platform build-out (steps 9-17)
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- [x] **9. Billing account established** — domain `vwp.91912.service` created under ACG reseller
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- [ ] **10. Port application submitted** — pending billing docs (step 4) + cutover decision (step 3)
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- [x] **11. Domain infrastructure configured** — domain, timezone America/Phoenix, dial policy US+Canada, **RPS URL fixed** (critical)
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- [~] **12. DID numbers established** — main DID 480-705-9500 pending routing assignment (Phase 2)
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- [~] **13. User accounts registered** — CSV of 11 matched users ready; **upload to PacketDial is the current NEXT STEP** (users only, no devices)
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- [ ] **14. Auto-attendants + call queues built** — Phase 2: reception queue 8000, main AA 3000 (+ optional mgmt 8001 / accounting 8002)
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- [ ] **15. Number routing configured** — Phase 2/3: route main DID → AA/queue; Phase 3 adds business-hours vs after-hours timeframes (M-F 7a-5p)
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- [x] **16. Emergency services (E911) activated** — E911 address `a-6a395c03d4cfe` (301 N 56TH ST, Chandler AZ 85226)
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- [~] **17. Hardware deployed** — test phone (MAC …71b1) registered; remaining phones assigned per-user as distributed (see `DEVICE-ASSIGNMENT-COMMANDS.md`)
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---
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## Immediate next actions
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1. **Upload `vwp-users-import.csv`** to PacketDial (Domains → vwp.91912.service → Users → Import) — creates the 11 matched users without devices.
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2. **Verify** all 11 users created cleanly.
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3. **Clarify the 7 parked extensions** with the client (101 Natalya, 106 Tammy, 108 Shannon, 111 Kitchen, 112 Conference, 117 "Jesse III"/Ryan?, 118 Warehouse) → second CSV for real users, decide shared-phone handling.
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4. **Assign devices** per phone as distributed (create PacketDial SIP device → YMCS SIP account → bind → reboot).
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5. **Phase 2 main line:** reception queue 8000, AA 3000, assign DID 480-705-9500, test inbound.
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## Related docs (this directory)
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- `PROVISIONING-STATUS.md` — detailed status + per-phone device-assignment commands
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- `COMPLETE-CLIENT-SETUP.md` — full setup guide (DIDs, queues, IVRs, time frames)
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- `DEVICE-ASSIGNMENT-COMMANDS.md` — copy-paste device-assignment command reference
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- `extension-mapping.md` — extension → M365 account mapping
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- `vwp-users-import.csv` — bulk import file (ready)
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- `SESSION-SUMMARY-2026-07-09.md` — full session narrative
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General reusable template: `.claude/skills/packetdial/references/OIT-ONBOARDING-CHECKLIST.md`
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