sync: auto-sync from Mikes-MacBook-Air.local at 2026-06-06 11:32:15

Author: Mike Swanson
Machine: Mikes-MacBook-Air.local
Timestamp: 2026-06-06 11:32:15

clients/gonzvar-tax-services/TASKS.md

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+# Gonzvar Tax Services - Pending Tasks
+
+**Client:** Gonzvar Tax Services
+**Project Key:** gonzvar
+**Date Created:** 2026-06-06
+**Status:** Pending setup/deployment
+
+## Overview
+
+New MSP client requiring initial infrastructure setup. Four machines total: 3 workstations + 1 server.
+
+**RMM Enrollment Details:**
+- Client ID: `ae78d033-b09c-4898-ac9f-febe1fad54fa`
+- Site ID: `fa410749-ac42-432a-a4be-a6eafa20eb92`
+- Site Code: `INNER-BEAR-6727`
+- Install Page: https://rmm.azcomputerguru.com/install/INNER-BEAR-6727
+- MSI Installer: https://rmm.azcomputerguru.com/api/sites/fa410749-ac42-432a-a4be-a6eafa20eb92/installer
+- Enrollment Key: Vaulted at `clients/gonzvar-tax-services/gururmm-site-main.sops.yaml`
+
+## Pending Tasks
+
+### 1. QuickBooks RemoteApp Setup
+**Status:** Pending
+**Assigned:** Mike
+**Description:** Install QuickBooks on server, configure RemoteApp for sharing to local users and VPN access
+
+**Details:**
+- Install QB on server
+- Configure RemoteApp/RDS
+- Enable access for local network users
+- Enable access for VPN users
+- Test connectivity from workstations
+
+### 2. System Cleanup
+**Status:** Pending
+**Assigned:** Mike
+**Description:** Cleanup on all Gonzvar machines (3 workstations + server)
+
+**Scope:**
+- Disk cleanup (temp files, cache, old logs)
+- Windows updates check/install
+- Remove unnecessary software
+- Clear browser caches
+- Empty recycle bins
+- Check disk health
+
+**Machines:**
+- Workstation 1
+- Workstation 2
+- Workstation 3
+- Server
+
+### 3. RDP Access via VPN
+**Status:** Pending
+**Assigned:** Mike
+**Description:** Setup RDP access to each machine via VPN
+
+**Requirements:**
+- Configure VPN solution (determine which: Tailscale, traditional VPN, other)
+- Enable RDP on all 3 workstations
+- Configure firewall rules
+- Test remote desktop connectivity
+- Document connection details for client
+
+**Machines:**
+- Workstation 1
+- Workstation 2
+- Workstation 3
+
+### 4. GuruRMM Enrollment (Deferred)
+**Status:** Pending (Low Priority) - Client/Site Created, Ready for Agent Installation
+**Assigned:** Mike
+**Description:** Enroll Gonzvar machines in GuruRMM - to be done later
+
+**Scope:**
+- ✓ Create Gonzvar client in RMM (COMPLETED 2026-06-06)
+- ✓ Generate enrollment keys (COMPLETED 2026-06-06)
+- Install agent on all 4 machines (3 workstations + server)
+- Run onboarding diagnostics
+- Address any critical/warning findings
+- Establish baselines
+
+**Agent Installation:**
+- Download MSI from: https://rmm.azcomputerguru.com/api/sites/fa410749-ac42-432a-a4be-a6eafa20eb92/installer
+- Or use install page: https://rmm.azcomputerguru.com/install/INNER-BEAR-6727
+- Site code: INNER-BEAR-6727
+
+## Notes
+
+- RMM enrollment scheduled for later - other tasks have priority
+- Need to determine VPN solution for RDP access (Tailscale recommended based on recent Wolkin planning)
+- QuickBooks version and licensing details TBD
+- Machine hostnames/specs TBD
+
+## Coordination API
+
+Todos tracked in coordination API with project_key: `gonzvar`
+
+Query pending todos:
+```bash
+curl -s "http://172.16.3.30:8001/api/coord/todos?project_key=gonzvar&status_filter=pending"
+```
+
+## Follow-up Required
+
+- [x] Create RMM client and site (COMPLETED 2026-06-06)
+- [ ] Determine QuickBooks version/licensing
+- [ ] Get machine hostnames and specs
+- [ ] Decide on VPN solution (Tailscale recommended)
+- [ ] Schedule maintenance window for cleanup work
+- [ ] Install RMM agents on all 4 machines (deferred to later)
+
+---
+
+**Last Updated:** 2026-06-06
+**Todo IDs:** 1b2d8e20, 8f0f914b, 6d18aed9, e48c2808
+**RMM Client ID:** ae78d033-b09c-4898-ac9f-febe1fad54fa
+**RMM Site Code:** INNER-BEAR-6727