sync: auto-sync from HOWARD-HOME at 2026-07-03 22:36:52
Author: Howard Enos Machine: HOWARD-HOME Timestamp: 2026-07-03 22:36:52
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@@ -209,3 +209,4 @@
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- [AV migration: Bitdefender -> Datto EDR](project_av_migration_bitdefender_to_edr.md) — retire Bitdefender fleet-wide except Dataforth; end-state per machine = GuruRMM + Datto EDR
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- [RMM deploy via ScreenConnect](reference_rmm_deploy_via_screenconnect.md) — push GuruRMM agent to client workstations via SC send-command (SYSTEM), not DC remote-exec (DCOM/schtasks blocked on Win11 clients)
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- [ScreenConnect custom-property slots](reference_screenconnect_custom_property_slots.md) — CP1=Company CP2=Site CP3=Department CP4=Device Type CP8=Tag (API hides labels; UpdateSessionCustomProperties replaces the whole array)
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- [ScreenConnect cleanup uses wiki as source](feedback_screenconnect_cleanup_wiki_source.md) — per-client SC/RMM metadata cleanup pulls machine->dept/location from the client wiki; enrich the wiki when missing
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.claude/memory/feedback_screenconnect_cleanup_wiki_source.md
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---
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name: feedback_screenconnect_cleanup_wiki_source
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description: ScreenConnect/RMM machine-metadata cleanup uses the client wiki as source of truth; enrich the wiki when info is missing
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metadata:
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type: feedback
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---
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For the ScreenConnect session-hygiene + RMM-site cleanup (per client: normalize Company,
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set Site/Department/Device Type/Tag, fix RMM sites, dedup) — **the client wiki is the primary
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source of truth for machine -> department / person / location.** (Howard, 2026-07-03.)
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**Why:** the wiki already carries person->machine->department maps (e.g. Cascades: Ashley
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Jensen->Accounting on DESKTOP-U2DHAP0, Shelby Trozzi->MemCare Director on MDIRECTOR-PC), so
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department/site can be derived from it rather than guessed.
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**How to apply, per client:**
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1. Pull the machine metadata from the client wiki FIRST (`wiki/clients/<slug>.md` + its source docs), then hostname role tokens, then UniFi switch/AP building/area names.
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2. Where a machine's department/location is NOT in the wiki, **learn it (ask the user / investigate) and UPDATE the wiki** with the finding — so the wiki becomes the durable record and the next pass is easier.
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3. Slot mapping = [[reference_screenconnect_custom_property_slots]] (CP1 Company, CP2 Site, CP3 Department, CP4 Device Type, CP8 Tag). Match each client's EXISTING vocabulary (e.g. Cascades uses Device Type "Desktop"/"Laptop"/"Server", not "Workstation"; Dataforth uses "Workstation").
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4. UniFi placement: Dataforth = cloud UDM via Site Manager connector; Cascades = UOS controller. AP/switch names are building/area-coded. Related: [[project_av_migration_bitdefender_to_edr]], GPS->RMM audit `projects/gps-rmm-audit/tracker.md`.
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Done so far: Dataforth (D1/D2 sites split + tags), Cascades (single-site + departments). Remaining
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per-client unknowns get filled from the wiki as we walk each machine; wiki gets updated when it doesn't have it.
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