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import: ingested 160 files from C:\Users\howar\Clients

Browse Source 
Howard's personal MSP client documentation folder imported into shared
ClaudeTools repo via /import command. Scope:

Clients (structured MSP docs under clients/<name>/docs/):
- anaise       (NEW)  - 13 files
- cascades-tucson     - 47 files merged (existing had only reports/)
- dataforth           - 18 files merged (alongside incident reports)
- instrumental-music-center - 14 files merged
- khalsa       (NEW)  - 22 files, multi-site (camden, river)
- kittle       (NEW)  - 16 files incl. fix-pdf-preview, gpo-intranet-zone
- lens-auto-brokerage (NEW) - 3 files (name matches SOPS vault)
- _client_template    - 13-file scaffold for new clients

MSP tooling (projects/msp-tools/):
- msp-audit-scripts/ - server_audit.ps1, workstation_audit.ps1, README
- utilities/         - clean_printer_ports, win11_upgrade,
                       screenconnect-toolbox-commands

Credential handling:
- Extracted 1 inline password (Anaise DESKTOP-O8GF4SD / david)
  to SOPS vault: clients/anaise/desktop-o8gf4sd.sops.yaml
- Redacted overview.md with vault reference pattern
- Scanned all 160 files for keys/tokens/connection strings -
  no other credentials found

Skipped:
- Cascades/.claude/settings.local.json (per-machine config)
- Source-root CLAUDE.md (personal, claudetools has its own)
- scripts/server_audit.ps1 and workstation_audit.ps1 at source root
  (identical duplicates of msp-audit-scripts versions)

Memory updates:
- reference_client_docs_structure.md (layout, conventions, active list)
- reference_msp_audit_scripts.md (locations, ScreenConnect 80-char rule)

Session log: session-logs/2026-04-16-howard-client-docs-import.md

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Howard Enos
2026-04-16 19:43:58 -07:00
parent 6eaba02b71
commit 8d975c1b44
160 changed files with 16002 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

33
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# Instrumental Music Center (IMC) — Work Log / Billing Record
## Session 1 — (date TBD, ~2026-04) — Speedway Location
**Focus:** New workstation rollout — 3 machines installed, data migrated, domain-joined
| Time | Task | Details |
|------|------|---------|
| | Installed 3 new workstations | Speedway location. Hostnames TBD — to be filled in. |
| | Data migration | Transferred data from 3 old machines to the 3 new ones. |
| | Domain join | Joined all 3 new machines to the domain (domain name TBD in overview). |
| | AIM user# assignment | AIM by Tritech requires per-machine user# — must be recorded for each new machine. User#s TBD — to be filled in. |
### Still to Document
- [ ] Exact date of install
- [ ] 3 new machine hostnames
- [ ] 3 old machine hostnames being replaced
- [ ] AIM user# for each new machine
- [ ] Domain name for IMC
- [ ] Approximate hours on this job
---
## Client-Wide Reference
### Critical Software: AIM by Tritech
- https://www.tritechretail.com/topic/aim
- **Per-machine user# is required** — preserve/assign on any install, reimage, or machine swap
- Document every machine's AIM user# in `overview.md`
### Locations
- Speedway (documented — partial)
- Other locations: TBD

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# Azure / Cloud Services
## Azure Subscription
- Subscription Name:
- Subscription ID:
- Resource Group(s):
- Region:
- Monthly Spend (approx):
## Virtual Machines
| VM Name | Size | OS | IP | Purpose |
|---------------|------------|------------|------------|-----------------|
| | | | | |
## Networking
- Virtual Network:
- Address Space:
- Subnets:
- VPN Gateway to On-Prem: Yes/No
- ExpressRoute: Yes/No
## Other Cloud Services
<!-- AWS, Google Workspace, third-party SaaS -->
| Service | Purpose | Admin URL | Notes |
|-----------------|------------------|------------------|-----------------|
| | | | |
## Notes

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# Microsoft 365
## Tenant Info
- Tenant Name:
- Tenant ID:
- Primary Domain:
- Admin Portal URL: https://admin.microsoft.com
## Licensing
| License Type | Quantity | Assigned | Available |
|--------------------------|----------|----------|-----------|
| Microsoft 365 Business Basic | | | |
| Microsoft 365 Business Standard | | | |
| Microsoft 365 Business Premium | | | |
| Exchange Online Plan 1/2 | | | |
| Other | | | |
## Exchange Online
- Mail Domain(s):
- MX Record Points To:
- SPF Record:
- DKIM Enabled: Yes/No
- DMARC Policy:
- Shared Mailboxes:
- Distribution Groups:
- Mail Flow Rules: Yes/No (describe below)
## SharePoint / OneDrive
- SharePoint Sites:
- External Sharing: Enabled/Disabled
- OneDrive Storage Limit:
## Teams
- Teams Phone System: Yes/No
- Calling Plan / Direct Routing:
- Auto Attendant:
## Entra ID (Azure AD)
- Hybrid Joined: Yes/No
- Azure AD Connect Server:
- Sync Schedule:
- Password Hash Sync: Yes/No
- MFA Enforced: Yes/No
- Conditional Access Policies:
## Security
- Defender for Office 365: Yes/No
- Safe Links: Yes/No
- Safe Attachments: Yes/No
- Audit Log Retention:
## Notes

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# Issue Log
Record past issues and their resolutions here. This helps the AI learn from historical
troubleshooting and avoid repeating failed approaches.
## Template
### [DATE] - [Brief Description]
- **Reported By:**
- **Severity:** Low / Medium / High / Critical
- **Symptoms:**
- **Root Cause:**
- **Resolution:**
- **Time to Resolve:**
- **Lessons Learned:**
---
<!-- Add new issues above this line, newest first -->

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# DHCP Configuration
## DHCP Server
- Server Name:
- Server IP:
- Failover Partner:
## Scopes
### Scope - [VLAN Name]
- Subnet:
- Range Start:
- Range End:
- Subnet Mask:
- Default Gateway:
- DNS Servers:
- Lease Duration:
- Exclusions:
<!-- Copy the block above for each DHCP scope -->
## Reservations
| Device Name | MAC Address | IP Address | Scope | Notes |
|-----------------|-------------------|-----------------|---------------|---------------|
| | | | | |
## DHCP Relay
- Relay agents configured on:
- Helper address:
## Notes

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# DNS Configuration
## Internal DNS Servers
| Server Name | IP Address | Role |
|-------------|-----------|-------------------|
| | | Primary |
| | | Secondary |
## DNS Forwarders
- Forwarder 1:
- Forwarder 2:
## Conditional Forwarders
| Domain | Forward To | Purpose |
|----------------------|-----------------|-------------------|
| | | |
## Key DNS Records
| Record Type | Name | Value | Notes |
|-------------|------------------|------------------|------------------|
| A | | | |
| CNAME | | | |
| MX | | | |
| TXT | | | |
## External DNS
- Registrar:
- Hosted At:
- Primary Domain:
- Management URL:
## Notes
<!-- Split-brain DNS, special zones, etc. -->

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# Firewall Configuration
## Device Info
- Vendor/Model:
- Firmware Version:
- Management IP:
- Management URL:
- HA Pair: Yes/No
- License Expiry:
## Interfaces
| Interface | Zone | IP Address | VLAN | Description |
|-----------|-----------|-----------------|------|-------------------|
| WAN1 | WAN | | | Primary Internet |
| WAN2 | WAN | | | Backup Internet |
| LAN | LAN | | | |
| DMZ | DMZ | | | |
## NAT Rules
| Name | Source | Destination | Port(s) | NAT To |
|-------------------|---------------|----------------|-------------|-----------------|
| | | | | |
## Key Firewall Policies
| Name | Source Zone | Dest Zone | Service | Action | Notes |
|-------------------|--------------|---------------|-------------|--------|--------|
| | | | | | |
## VPN
### Site-to-Site VPNs
| Peer Name | Peer IP | Local Subnet | Remote Subnet | Status |
|-------------------|--------------|----------------|---------------|--------|
| | | | | |
### SSL/Client VPN
- Enabled: Yes/No
- Portal URL:
- Auth Method:
- IP Pool:
- Split Tunnel: Yes/No
## Content Filtering
- Web Filter Profile:
- App Control Profile:
- DNS Filter:
## Notes

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# Network Topology
## Internet Connection
- ISP:
- Circuit Type:
- Speed (Down/Up):
- Public IP:
- Gateway:
- Modem Model:
## Core Switch
- Model:
- IP Address:
- Management URL:
- Firmware Version:
- Location:
## Additional Switches
<!-- Copy this block for each switch -->
### Switch - [Name/Location]
- Model:
- IP Address:
- Port Count:
- PoE: Yes/No
- Uplink To:
## Wireless
- Controller Model:
- Controller IP:
- Number of APs:
- AP Model(s):
### Access Points
<!-- Copy for each AP -->
- AP Name:
- Location:
- IP Address:
- Connected Switch/Port:
## WAN / SD-WAN
- SD-WAN Vendor:
- Number of Sites:
- Hub Site:

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# VLANs
## VLAN Table
| VLAN ID | Name | Subnet | Gateway | DHCP Scope | Purpose |
|---------|---------------|-----------------|-----------------|------------------|------------------------|
| 1 | Default | | | | |
| 10 | Management | | | | Network devices |
| 20 | Servers | | | | Server infrastructure |
| 30 | Workstations | | | | End user devices |
| 40 | VoIP | | | | Phone system |
| 50 | WiFi-Corp | | | | Corporate wireless |
| 60 | WiFi-Guest | | | | Guest wireless |
| 100 | Security | | | | Cameras / access ctrl |
## Inter-VLAN Routing
- Performed by:
- Routing device IP:
## VLAN Notes
<!-- Any special considerations, trunk ports, tagged/untagged config -->

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# Client Overview
## Company Name
Instrumental Music Center (IMC)
## Primary Contact
- Name:
- Phone:
- Email:
## IT Contact
- Name:
- Phone:
- Email:
## Contract Details
- Service Level:
- Hours Covered:
- Contract Renewal Date:
## Environment Summary
- Total Users:
- Total Locations: Multiple (only Speedway documented currently)
- Domain Name:
- RMM Agent Count:
- Workstation Count:
- Server Count:
## Locations
### Speedway
- Address:
- Phone:
- Primary Use:
#### Workstations (Speedway)
3 new machines installed, data migrated from 3 old machines, joined to domain.
| New Machine | Replaces | AIM User # | Notes |
|-------------|----------|------------|-------|
| TBD | TBD | TBD | |
| TBD | TBD | TBD | |
| TBD | TBD | TBD | |
## Critical Software: AIM by Tritech
**IMC uses AIM (retail POS/inventory software) by Tritech — https://www.tritechretail.com/topic/aim**
> **When installing new machines or reinstalling Windows:** AIM requires a **user #** to be set on each machine. This is machine-specific configuration that must be preserved/assigned during any rebuild.
- Document every machine's AIM user # in the workstation table above
- Do NOT wipe/reimage a machine without first recording its AIM user #
- When replacing a machine, the new one needs its own user # assigned
## Notes
<!-- General notes about this client -->

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# RMM / Monitoring
## RMM Solution
- Product:
- Console URL:
- Agent Version:
## Agent Deployment
- Total Devices:
- Servers Monitored:
- Workstations Monitored:
- Network Devices Monitored:
## Monitoring Policies
| Policy Name | Applies To | Alert Condition | Action |
|-------------------|----------------|-------------------------|---------------|
| Disk Space | All Servers | < 10% free | Alert + Ticket|
| CPU | All Servers | > 90% for 15 min | Alert |
| Service Monitor | All Servers | | |
| Backup Monitor | | | |
| Offline Alert | All Agents | Offline > 30 min | Alert |
## Patch Management
- Patch Policy:
- Patch Window:
- Auto-approve: Yes/No
- Exclusions:
## Scripting / Automation
| Script Name | Schedule | Purpose |
|---------------------|-------------|--------------------------|
| | | |
## Notes

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# Endpoint Security / Antivirus
## Solution
- Product:
- Console URL:
- License Count:
- License Expiry:
- Managed By:
## Policy
- Real-time Protection: Yes/No
- Scheduled Scans: (frequency)
- Exclusions:
## Deployment Status
- Total Endpoints:
- Protected:
- Missing Agent:
- Out of Date:
## EDR / XDR
- EDR Enabled: Yes/No
- Product:
- Console URL:
## Notes

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# Backup and Disaster Recovery
## Backup Solution
- Product:
- Console URL:
- License/Subscription:
## Backup Targets
| Target Name | Type | Location | Capacity | Encrypted |
|----------------|----------------|-----------------|--------------|-----------|
| | Local NAS | | | Yes/No |
| | Cloud | | | Yes/No |
| | Offsite | | | Yes/No |
## Backup Jobs
| Job Name | Source | Target | Schedule | Retention | Status |
|-----------------|-------------------|------------|---------------|-------------|--------|
| | | | | | |
## M365 Backup
- M365 Backup Product:
- Exchange Backed Up: Yes/No
- SharePoint Backed Up: Yes/No
- OneDrive Backed Up: Yes/No
- Teams Backed Up: Yes/No
## Disaster Recovery Plan
- RTO Target:
- RPO Target:
- DR Site:
- Last DR Test Date:
- DR Test Result:
## Notes

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# Server: [SERVER NAME]
## General Info
- Hostname:
- IP Address:
- OS:
- OS Version:
- Physical / Virtual:
- Host (if virtual):
- Location:
- Last Patched:
## Hardware (if physical)
- Make/Model:
- CPU:
- RAM:
- Storage:
- Warranty Expiry:
## Roles and Services
<!-- List all roles this server performs -->
- [ ] Domain Controller
- [ ] DNS Server
- [ ] DHCP Server
- [ ] File Server
- [ ] Print Server
- [ ] Application Server
- [ ] Database Server
- [ ] Backup Target
- [ ] RDS / Terminal Server
- [ ] Hyper-V Host
## Shares (if file server)
| Share Name | Path | Permissions Group | Notes |
|---------------|-------------------|---------------------|----------------|
| | | | |
## Applications Installed
| Application | Version | Purpose | License |
|-------------------|------------|----------------------|---------------|
| | | | |
## Backup
- Backup Method:
- Backup Schedule:
- Backup Target:
- Last Verified Restore:
## Notes