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

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:
2026-04-16 19:43:58 -07:00
parent 6eaba02b71
commit 8d975c1b44
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# Len's Auto Brokerage — Work Log / Billing Record
## Session 1 — 2026-04-13 (Remote — Client Onboarding)
**Focus:** Initial client setup, server inventory, RDP troubleshooting
| Time | Task | Details |
|------|------|---------|
| | Client folder created | New client folder at `Clients/lens/` with full documentation template |
| | Overview doc | Company info: Len's Auto Brokerage (LAB), WAN IP 174.77.67.237, LAN 192.168.1.0/24, RMM ScreenConnect |
| | Current server documented | DESKTOP-BMBTQLI at 192.168.1.81 — HPE ProLiant MicroServer Gen10 Plus v2, 16GB RAM, Tower, SN 3M1D1T12PD. Hostname still has DESKTOP- prefix (not yet set up as proper server). Last user Localadmin, last boot 2026-03-13. |
| | Old server documented | lab-server at 192.168.1.241 — Windows Server 2008 SP2 (6.0.6002), EOL since Jan 2020, no security updates for 6+ years. To be decommissioned. |
| | Migration plan scoped | Move Deskman + QuickBooks data from lab-server → DESKTOP-BMBTQLI |
| | RDP enabled on lab-server | Enabled 2026-04-13 to attempt remote migration work |
| | RDP troubleshooting | RDP to lab-server fails with 0x800706be — CredSSP/TLS incompatibility between modern client and Server 2008. May need legacy security-layer settings or local-console work. |
| | Issues log | Initial issues captured in `lens/issues/log.md` |
### Billing Summary — Session 1
| Category | Items |
|----------|-------|
| Client onboarding / documentation | Folder + overview + initial server inventory |
| Server 2008 RDP troubleshooting | CredSSP incompatibility diagnosed, still unresolved |
| Migration scoping | Deskman + QuickBooks move planned |
---
## Outstanding Work — Prioritized
### Critical
- lab-server is Server 2008 SP2 — EOL for 6+ years, MUST be retired ASAP (security + compliance risk)
### High
- Resolve RDP to lab-server (CredSSP 0x800706be) or plan onsite console work
- Migrate Deskman from lab-server to DESKTOP-BMBTQLI
- Migrate QuickBooks data from lab-server to DESKTOP-BMBTQLI
- Rename DESKTOP-BMBTQLI to proper server hostname once it's the production server
### Medium
- Confirm primary contact info (currently TBD)
- Document all workstations + users
- Evaluate backup strategy (none documented yet)

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# Issue Log — Len's Auto Brokerage
## 2026-04-13 — RDP Enable
- Enabled Remote Desktop via registry on Server 2008 SP2 machine
- `fDenyTSConnections` set to 0
- Firewall rule may still need opening: `netsh advfirewall firewall set rule group="remote desktop" new enable=yes`

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# Len's Auto Brokerage (LAB)
## Company Info
- **Short Name:** Len's / LAB
- **Type:** Auto brokerage
- **Contact:** TBD
- **WAN IP:** 174.77.67.237
## Environment Summary
- Network: 192.168.1.0/24
- RMM: ScreenConnect
## Servers
| Hostname | IP | Hardware | OS | Notes |
|----------|-----|---------|-----|-------|
| DESKTOP-BMBTQLI | 192.168.1.81 | HPE ProLiant MicroServer Gen10 Plus v2 (SN: 3M1D1T12PD) | TBD | **Current server** — 16GB RAM, Tower. Last user: Localadmin. Last boot: 2026-03-13 |
| lab-server | 192.168.1.241 | TBD | Windows Server 2008 SP2 (6.0.6002) | **OLD SERVER — EOL.** RDP enabled 2026-04-13. To be decommissioned. |
## Migration Plan
- Move **Deskman** from lab-server to DESKTOP-BMBTQLI
- Move **QuickBooks data** from lab-server to DESKTOP-BMBTQLI
## Issues
- lab-server running Server 2008 SP2 — end-of-life since Jan 2020, no security updates for 6+ years
- RDP to lab-server fails with 0x800706be (CredSSP/TLS incompatibility) — may need legacy security layer settings
- DESKTOP-BMBTQLI hostname suggests it's not set up as a proper server (still has DESKTOP- prefix)