sync: auto-sync from HOWARD-HOME at 2026-06-22 18:54:25

Author: Howard Enos
Machine: HOWARD-HOME
Timestamp: 2026-06-22 18:54:25
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<div class="wrap">
<header class="masthead">
<div class="firm">Arizona Computer Guru</div>
<h1>Shared Drives Reorganization &amp; Access Plan</h1>
<div class="docline">
<span>Prepared for <b>Dataforth Corporation</b></span>
<span><b>Draft</b> for review</span>
<span>June 2026</span>
</div>
</header>
<div class="lead">
<p class="first">Today, every shared drive at Dataforth is open to every employee. Anyone
who logs in can open, change, or delete anything, including Payroll, OSHA records,
Purchase Orders, and the accounting files.</p>
<p>This plan reorganizes those drives so each <strong>department</strong> sees only what it
needs, the sensitive areas are locked down, and access stays simple to manage. The
encouraging part: your drives are <strong>already arranged by department</strong>. We are
largely tidying that structure and adding the access controls that should have been there
all along.</p>
</div>
<div class="note">
<span class="lbl">How to read this</span>
<p>Section 1 is the proposed folder layout. Section 2 is who would get access. Section 3 is
the short list of things we need from you to finalize it. Nothing on your systems changes
until you approve the plan.</p>
</div>
<!-- 1 -->
<section>
<div class="shead"><span class="n">1</span><h2>Proposed folder layout</h2></div>
<p class="intro">Everything would sit under one clear, consistent structure. You still reach
your files the same way (your familiar mapped drives can stay). This is about how folders
are grouped, and who can open them.</p>
<div class="tiers">
<div class="tier">
<div class="tlabel">
<div class="tname"><span class="dot d-dept"></span>Departments</div>
<span class="trule r-dept">Team access</span>
</div>
<div class="tcontent">
<p class="tdesc">Each team's working files. People see their own department; another
department is added only when there is a reason to.</p>
<div class="chips">
<span class="chip">Engineering &amp; Test Engineering</span>
<span class="chip">Manufacturing / Production</span>
<span class="chip">Quality / Calibration</span>
<span class="chip">Sales &amp; Marketing</span>
<span class="chip">Shipping / Receiving</span>
<span class="chip">Purchasing</span>
<span class="chip">IT</span>
</div>
</div>
</div>
<div class="tier">
<div class="tlabel">
<div class="tname"><span class="dot d-restr"></span>Restricted</div>
<span class="trule r-restr">Named people only</span>
</div>
<div class="tcontent">
<p class="tdesc">Sensitive data, walled off from general staff. Only specific people
(HR, Finance, management) are granted access.</p>
<div class="chips">
<span class="chip">Accounting &amp; Finance (Sage, QuickBooks, invoices)</span>
<span class="chip">Payroll</span>
<span class="chip">HR</span>
<span class="chip">OSHA / Safety records</span>
<span class="chip">Purchase Orders</span>
</div>
</div>
</div>
<div class="tier">
<div class="tlabel">
<div class="tname"><span class="dot d-common"></span>Company-Wide</div>
<span class="trule r-common">Everyone: view</span>
</div>
<div class="tcontent">
<p class="tdesc">Shared resources everyone can read, with editing limited to the
owners so nothing gets changed by accident.</p>
<div class="chips">
<span class="chip">Forms</span>
<span class="chip">Policies</span>
<span class="chip">Templates</span>
<span class="chip">Scanned Documents</span>
<span class="chip">General Documents</span>
</div>
</div>
</div>
<div class="tier">
<div class="tlabel">
<div class="tname"><span class="dot d-user"></span>User Folders</div>
<span class="trule r-user">Private</span>
</div>
<div class="tcontent">
<p class="tdesc">A private home folder per employee. Only that person and IT can see
inside. This replaces the loose person-named folders scattered across the drives today.</p>
</div>
</div>
<div class="tier">
<div class="tlabel">
<div class="tname"><span class="dot d-arch"></span>Archive</div>
<span class="trule r-arch">Read-only history</span>
</div>
<div class="tcontent">
<p class="tdesc">Old engineering archives and material from former staff, kept for
reference, read-only, out of everyone's daily view.</p>
</div>
</div>
</div>
<p class="infra">Behind-the-scenes systems stay exactly where they are so nothing breaks:
the DOS test stations, the website datasheet system, the IT software library, and the live
Sage accounting database. We handle those separately.</p>
</section>
<!-- 2 -->
<section>
<div class="shead"><span class="n">2</span><h2>Who would get access</h2></div>
<p class="intro">Access is granted by <strong>department group</strong>, not person by
person. We add an employee to their department group and they immediately get the right
folders; if they change teams, we move the membership. There are two simple levels:</p>
<div class="levels">
<div class="level">
<h3><span class="pill pill-rw">RW</span> Read / Write</h3>
<p>Open, edit, and save files in their department's folders.</p>
</div>
<div class="level">
<h3><span class="pill pill-ro">RO</span> Read-Only</h3>
<p>View files another department owns, without changing them.</p>
</div>
</div>
<div class="table-scroll">
<table>
<caption>Our <b>starting assumption</b>: each department owns its own area, and the
sensitive folders are restricted. This is the grid we would like you to confirm or
correct in Section 3.</caption>
<thead>
<tr>
<th style="text-align:left">Department</th>
<th>Engr</th><th>Mfg</th><th>Quality</th><th>Sales</th>
<th>Shipping</th><th>Purch</th><th>Company-Wide</th><th>Restricted</th>
</tr>
</thead>
<tbody>
<tr><th>Engineering</th><td class="cell-rw">RW</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td></tr>
<tr><th>Manufacturing / Prod.</th><td class="cell-ro">RO</td><td class="cell-rw">RW</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td></tr>
<tr><th>Quality / Calibration</th><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-rw">RW</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td></tr>
<tr><th>Sales &amp; Marketing</th><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-rw">RW</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td></tr>
<tr><th>Shipping / Receiving</th><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-rw">RW</td><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-no">&middot;</td></tr>
<tr><th>Purchasing</th><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-rw">RW</td><td class="cell-ro">RO</td><td class="cell-x">PO only</td></tr>
<tr><th>Accounting / Finance</th><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-rw">RW</td></tr>
<tr><th>HR / Payroll</th><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-no">&middot;</td><td class="cell-ro">RO</td><td class="cell-rw">RW</td></tr>
<tr><th>IT</th><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-rw">RW</td><td class="cell-x">by request</td></tr>
<tr><th>Management / Exec</th><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-ro">RO</td><td class="cell-x">as needed</td></tr>
</tbody>
</table>
</div>
<p class="legend"><b>RW</b> read &amp; write &nbsp;&middot;&nbsp; <b>RO</b> read-only
&nbsp;&middot;&nbsp; <b>&middot;</b> no access. Restricted covers Payroll, OSHA, Accounting,
and Purchase Orders.</p>
</section>
<!-- 3 -->
<section>
<div class="shead"><span class="n">3</span><h2>What we need from you</h2></div>
<p class="intro">A few answers let us finalize the plan and build it. A short call works
too if that is easier.</p>
<div class="asks">
<div class="ask"><p><b>Confirm the departments</b> in Section 1. Add, remove, or rename
any that are off.</p></div>
<div class="ask"><p><b>Confirm or correct the access grid</b> in Section 2 (who gets
Read/Write, Read-Only, or no access for each area).</p></div>
<div class="ask"><p><b>Name the people for the sensitive areas.</b> Exactly who should
see Payroll, OSHA records, Purchase Orders, and Accounting? This usually needs HR and
Finance sign-off.</p></div>
<div class="ask"><p><b>Department rosters.</b> Which employees are in which department.
An existing org chart or staff list is perfect.</p></div>
<div class="ask"><p><b>Cleanup.</b> Are there folders (the "do not use" ones, old
per-person folders) you already know are safe to archive or remove?</p></div>
<div class="ask"><p><b>Exceptions.</b> Anyone who needs cross-department access, plus any
contractors or outside parties.</p></div>
</div>
<div class="closing">
<p>Once we have this, we send back a final "who sees what" map for your sign-off, then
implement it <strong>in stages</strong> so nobody loses access unexpectedly.
<strong>Nothing changes until you approve the plan.</strong></p>
</div>
</section>
<footer>
<b>Arizona Computer Guru</b> &nbsp;&middot;&nbsp; Prepared for Dataforth Corporation
&nbsp;&middot;&nbsp; Draft, June 2026<br>
Questions? Reply to our email or call. We are glad to walk through it on a quick call.
</footer>
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# Dataforth — Proposed Target Folder Structure (DRAFT / strawman)
**By:** ACG (Howard) · **Date:** 2026-06-22 · **Status:** DRAFT — pre-client-input
**Inputs:** inferred from existing shares + folder contents in
[current-state-2026-06-10.md](./current-state-2026-06-10.md),
[acl-audit-detail-2026-06-10.md](./acl-audit-detail-2026-06-10.md), and the ENGR
exploration notes. Refine against Dataforth's access matrix (Phase 1 reply) before sign-off.
> Purpose: lay out as much of the Phase 2 target-state design as we can **from the data
> we already have** — the way Dataforth has their shares arranged today already tells us
> their departments and data domains. This maps the current sprawl onto the common
> departmental-share pattern. Nothing here is implemented; it is the proposal we hand the
> client (simplified) for confirmation.
---
## 1. What today's layout tells us (departments inferred from the data)
Their existing shares/folders are effectively **organized by department already** — just
spread across eight shares with no access control. Reading the structure backwards gives us
a strong starting department list:
| Evidence in current shares/folders | Implied department / domain |
|---|---|
| `Engineering` (B:), `e-drive` ENGR/ECO'S/FMEA/TE, `archive` (Y:), ATE/DESIGN/Project Reports | **Engineering** (+ Test Engineering sub) |
| c-drive Manufacturing / Production Control / SMT; e-drive MANUFACT | **Manufacturing / Production** |
| FMEA, ECO'S, Test Equipment, calibration/ATE | **Quality / Calibration** |
| `sales` (W:) — marketing, contacts, RMAs, shipping handoffs | **Sales & Marketing** |
| c-drive Shipping; sales shipping handoffs | **Shipping / Receiving** |
| c-drive Purchasing, **Purchase Orders** | **Purchasing** |
| `sage` (S:), e-drive **QBfiles**, invoices, financial reports | **Accounting / Finance** (restricted) |
| c-drive **Payroll** | **Payroll / HR** (restricted) |
| c-drive **OSHA 300 / OSHA Safety Training** | **HR / Safety** (restricted) |
| `itsvc`, `webshare` (datasheet automation) | **IT** (+ app/infra) |
| Person-named + "Do not use" folders across c-drive/sales | legacy → **Archive / cleanup** |
Departments we can confidently propose: **Engineering, Manufacturing/Production,
Quality/Calibration, Sales & Marketing, Shipping/Receiving, Purchasing, Accounting/Finance,
HR/Payroll, IT, Management/Exec.** (Matches the discovery-email starter list — the existing
data corroborates it.)
---
## 2. Target structure — the "north star" (consolidated departmental share)
The standard pattern: **one logical tree**, departmental subfolders, a broken-inheritance
**Restricted** branch for sensitive data, a read-mostly **Company-Wide** area, per-user
**Users** home folders, and a read-only **Archive**. Access-Based Enumeration (ABE) on so
people only see what they can open.
```
Company\ (one tree; can stay multi-drive-letter mapped — see §4)
|
+-- Departments\
| +-- Engineering\ ENGR, ECO'S, FMEA, DESIGN, Project Reports, MTBF, LABEL
| | +-- Test-Engineering\ ATE, Test Equipment, TESTLOGS, Tester Notebooks
| | +-- Custom-Products\
| +-- Manufacturing\ Production Control, SMT, MANUFACT, Scanned (mfg travelers)
| +-- Quality\ FMEA (quality copy), Calibration, Test Equipment records
| +-- Sales-Marketing\ contacts, RMAs, videos, weekly updates, marketing assets
| +-- Shipping-Receiving\ shipping handoffs, packing/labels
| +-- Purchasing\ vendor files, (Purchase Orders -> see Restricted)
| +-- IT\ tools/notes (software depot stays in ITSvc, see §5)
|
+-- Restricted\ (inheritance BROKEN; no Domain Users; per-area groups)
| +-- Accounting-Finance\ Sage data refs, invoices, financial reports, QBfiles
| +-- Payroll\ (from c-drive Payroll)
| +-- HR\ personnel, policies-confidential
| +-- OSHA\ OSHA 300, Safety Training records
| +-- Purchase-Orders\ (from c-drive — finance-sensitive)
|
+-- Company-Wide\ (all staff: Read; limited Write groups)
| +-- Forms\
| +-- Policies\ (non-confidential, published)
| +-- Templates\
| +-- Scanned-Documents\ (general intake; mfg-specific -> Manufacturing)
| +-- Documents\ (general company docs from c-drive)
|
+-- Users\ (per-user home folders; only owner + admins)
|
+-- Archive\ (read-only historical; legacy + "Do not use" landing zone)
+-- Engineering-Archive\ (current Y: archive)
+-- Former-Staff\ (person-named folders pending cleanup decision)
```
**App / infra shares stay OUT of this tree** and are handled case-by-case (§5).
---
## 3. Where each current share/folder lands (migration map)
| Today | Target location | Notes |
|---|---|---|
| Q: c-drive \ Documents | `Company-Wide\Documents` | confirm any dept-specific subfolders |
| Q: c-drive \ Manufacturing, Production Control, SMT | `Departments\Manufacturing` | |
| Q: c-drive \ Shipping | `Departments\Shipping-Receiving` | |
| Q: c-drive \ Purchasing | `Departments\Purchasing` | |
| Q: c-drive \ Scanned Documents | `Company-Wide\Scanned-Documents` | split mfg travelers to Manufacturing if needed |
| Q: c-drive \ **Payroll** | `Restricted\Payroll` | broken inheritance, HR/Payroll group only |
| Q: c-drive \ **OSHA 300 / OSHA Safety Training** | `Restricted\OSHA` | HR/Safety group only |
| Q: c-drive \ **Purchase Orders** | `Restricted\Purchase-Orders` | Purchasing + Finance only |
| Q: c-drive \ person-named / "Do not use" | `Archive\Former-Staff` | after migration-gap audit clears |
| T: e-drive \ ENGR, ECO'S, FMEA | `Departments\Engineering` | |
| T: e-drive \ Test Engineering (TE) | `Departments\Engineering\Test-Engineering` | |
| T: e-drive \ MANUFACT | `Departments\Manufacturing` | dedupe vs c-drive Manufacturing |
| T: e-drive \ **QBfiles** (QuickBooks) | `Restricted\Accounting-Finance` | get it off the open eng drive |
| S: sage (Sage ERP) | `Restricted\Accounting-Finance` (refs) | **app paths stay put — see §5 caution** |
| W: sales | `Departments\Sales-Marketing` | shipping handoffs -> Shipping-Receiving subfolder or shared |
| Y: archive (ENGR archive) | `Archive\Engineering-Archive` | read-only |
| B: Engineering (ENGR: ATE/DESIGN/etc.) | `Departments\Engineering` (+ Test-Engineering) | **largest store; AD1 C: ~90% full — destination decision needed** |
| itsvc | stays `ITSvc` (IT depot) | not in dept tree; §5 |
| X: webshare | stays `webshare` | app/automation; preserve `svc_testdatadb`; §5 |
| test | stays `test` | DOS/SMB1 — untouched, excluded |
---
## 4. Drive-letter strategy (keep habits, change permissions)
Two ways to deliver the structure above:
- **Option A — Keep current drive letters (recommended for phase 1 of rollout).** Leave
Q/S/T/W/Y/B mapped where they are; reorganize folders *within* each share and apply
department groups. Lowest disruption, no app/path breakage, no retraining. The
"Company / Departments / Restricted" tree is realized *logically* across the existing
shares rather than physically consolidated on day one.
- **Option B — Consolidate to one mapped drive** (e.g. one `Company` share, ABE on, single
letter) once apps and muscle-memory allow. Cleaner long-term, but risks hard-coded UNC
paths (DOS, Sage, datasheet pipeline, GageTrak/Epicor shortcuts) and user retraining.
**Recommendation:** ship **Option A** structure + groups first (safe, reversible), hold
**Option B** consolidation as a later optional phase after the app-path audit. Either way the
*permission model is identical* — only the physical/mapping layout differs.
---
## 5. Excluded app / infra shares (do NOT fold into the dept tree)
- `test` (AD2) — DOS test stations, SMB1 + Guest:Read. **Leave exactly as-is.**
- `webshare` (AD2) — datasheet automation. **Preserve `svc_testdatadb:Full`**; restrict
human access to IT/Engineering; do not move paths.
- `ITSvc` (AD1) — IT software depot. Keep `Domain Computers:Read` (deployment); IT-RW.
- `sage` app data (SAGE-SQL) — Sage ERP reads/writes here; **do not relocate the live data
path.** Restrict via group at the share, but keep the UNC stable for the app/SQL.
- `NETLOGON` / `SYSVOL` — never touch.
---
## 6. AD security groups this implies (naming `SG-<Resource>-<RW|RO>`)
Derived directly from the structure above — RW for the owning dept, RO where another dept
needs visibility (confirm RO grants with the client matrix):
```
SG-Engineering-RW SG-Engineering-RO
SG-Manufacturing-RW SG-Manufacturing-RO
SG-Quality-RW SG-Quality-RO
SG-Sales-RW SG-Sales-RO
SG-Shipping-RW SG-Shipping-RO
SG-Purchasing-RW SG-Purchasing-RO
SG-IT-RW
SG-Accounting-RW SG-Accounting-RO (Restricted\Accounting-Finance)
SG-Payroll-RW (Restricted\Payroll)
SG-HR-RW (Restricted\HR, OSHA)
SG-PurchaseOrders-RW SG-PurchaseOrders-RO (Purchasing + Finance)
SG-CompanyWide-RW (everyone = RO by default via Authenticated Users:Read)
```
- Users get **Modify** via the RW group (never Full); SYSTEM/Administrators keep Full.
- Restricted branch: **no `Domain Users`**, inheritance broken, only the named group.
- Management/Exec cross-access handled by adding execs to the RO groups they need (not by
re-opening shares).
---
## 7. What still needs the client (gates Phase 2 sign-off)
This draft fills in everything inferable from the existing layout. Still **must come from
Dataforth** before build:
1. **Confirm the department list** (we inferred it; they validate).
2. **The access matrix** — for each department, RW / RO / none per area (the grid in the
discovery email). Our map above assumes "owning dept RW, others none" except where noted.
3. **Sensitive-data named access** — exactly who sees Payroll, OSHA, POs, Accounting (likely
HR/Finance sign-off, not just Dan).
4. **Rosters** — who is in each department (to populate groups).
5. **Cleanup approval** — which person-named / "Do not use" folders archive vs delete.
6. **Engineering destination** — AD1 C: ~90% full; the big ENGR store needs a target volume
before any restructure/consolidation.
---
## 8. Sequencing note
This slots into **Phase 2 (Target-state design)** of [roadmap.md](./roadmap.md). It is the
strawman to (a) sanity-check internally and (b) simplify into the client sign-off doc once
the Phase 1 matrix arrives. Build order stays lowest-risk-first
(archive -> sales -> c-drive/e-drive -> Engineering -> Restricted last), additive groups
first, remove `Everyone`/`Domain Users` only after pilot validation.