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claudetools/clients/cascades-tucson/session-logs/2026-07/2026-07-17-howard-roadmap-finish-line-refresh.md
Howard Enos 22c54f7307 sync: auto-sync from HOWARD-HOME at 2026-07-17 10:24:46 
Author: Howard Enos
Machine: HOWARD-HOME
Timestamp: 2026-07-17 10:24:46
2026-07-17 10:25:54 -07:00

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Cascades of Tucson — Roadmap additions + finish-line refresh

User

  • User: Howard Enos (howard)
  • Machine: Howard-Home
  • Role: tech

Session Summary

Continued from the 7/15 technology-plan-final session (see that log's Update sections for the live verification sweep and jodi.ramstack decommission). This session extended and then fully refreshed the Cascades execution roadmap (docs/REMAINING-WORK-PLAN.md).

First, per Howard's strategic direction, two new workstreams were added: WS8 — M365 collaboration migration (SharePoint / Teams) — HIPAA lockdown (dept shares on CS-SERVER + Synology move to SharePoint libraries with role-based permissions from the AD dept groups; Teams/OneDrive; audit logging, retention, DLP, sensitivity labels, external sharing off; covered by existing Business Premium licensing; sequenced after the domain-migration tail), and WS9 — ALIS online payment system (Medtelligent vendor conversation, business-office coordination with Jeff Bristol, BAA tracker tie-in, KPI dashboard tie-in). A matching row was added to the CARF tech plan Area 2 (SharePoint/Teams move) and the plan PDF re-rendered. An 18-question Medtelligent scoping doc was drafted at docs/proposals/alis-online-payments-scoping-2026-07-15.md.

Second, WS3 gained step 3b: nurse-station desktops NURSESTATION-PC + ASSISTNURSE-PC (explicitly NOT the medtech laptops) get phone-parity shared login — any caregiver signs in with their own cascades\ username, gets ALIS via SSO and the same standardized desktop shortcuts as the phones, delivered per-machine/all-users via the CSC - Caregiver Workstation GPO. The canonical shortcut list must be captured from a phone home screen before building.

Third, on Howard's directive ("update the plan/roadmap … getting them finished"), the whole REMAINING-WORK-PLAN got a FINISH-LINE PASS: a refreshed header block folding in the 7/15 live-verification results, jodi decommission, CARF plan finalization, Synology-sync correction, and 21.5-hr block; per-workstream reconciliation (WS3 CA posture dates, WS4 relicensing math, WS5 backup/image-staleness gate + pfSense ACB, WS6 live port/switch counts, WS9 drafted status); and the sequence re-cut as a 10-step close-out order ending with a ticket-verify pass with Howard.

Key Decisions

  • Verification discrepancies were folded into the internal ROADMAP but deliberately NOT into the client-facing tech plan (Howard: "leave the rest alone and do not add").
  • Nurse-station scope limited to the two desktops; medtech laptops explicitly excluded.
  • WS8 sequenced AFTER the domain-migration tail — don't build SharePoint permissions on the pre-migration flat-share model; Synology backup-only flip follows the SharePoint move.
  • WS9 marked parallelizable (vendor-driven); scoping questions drafted but NOT sent — Howard declined an email-ready version for now.
  • Relicensing recalculated: 29 suspended-Standard users remain vs only 4 free SPB seats — seat-mix decision (full vs lighter licenses, ~$375–575/mo per CARF plan) required before any license moves.
  • Image/system-state backup (~10 days stale on 7/15) made an explicit GATE before the SSD swap.
  • Tech plan PDF footer still shows stale 37.5 hrs (live 21.5) — left as-is per Howard ("dont send this as a PDF").

Problems Encountered

  • 3b was initially stamped "ADDED 2026-07-16" (date confusion mid-session); corrected to 2026-07-15 during the refresh pass.
  • (Carried from 7/15 log: UID readonly in Git-Bash, jodi mailbox already deprovisioned by the suspended sub, rebase/push race with Mike's MacBook sync — all resolved there.)

Configuration Changes

  • clients/cascades-tucson/docs/REMAINING-WORK-PLAN.md — WS8 + WS9 added; WS3 step 3b added; FINISH-LINE refresh header; WS3/WS4/WS5/WS6/WS9 reconciled to live 7/15 state; sequence re-cut to 10 steps.
  • clients/cascades-tucson/docs/proposals/cascades-technology-plan-2026-07-15.md + .html + .pdf — Area 2 row added (SharePoint/Teams move); PDF re-rendered 436,003 bytes / 4 pages.
  • clients/cascades-tucson/docs/proposals/alis-online-payments-scoping-2026-07-15.md — NEW: 18 Medtelligent scoping questions in 5 groups + internal notes.

Credentials & Secrets

  • None new this session.

Infrastructure & Servers

  • Cascades M365 tenant 207fa277-e9d8-4eb7-ada1-1064d2221498; SPB 45 enabled / 41 consumed; suspended Business Standard 29 consumed (post-jodi).
  • CA policies: off-network block e35614e1 (enabled 2026-04-29; trusted IPs 72.211.21.217/32, 184.191.143.62/32), sign-in frequency 7d491c7a, allow-list 1b7fd025 (report-only, test-scoped), compliance-block ede985e2 DISABLED (do not re-enable).
  • ALIS: cascadestucson.alisonline.com, communityId 622, SSO appId d5108493-cba8-4f08-90b6-1bb0bc09eb2a (secret to 2028-05-06).
  • UniFi live 7/15: 11 switches, 77 APs, voice VLAN 37 devices, 34 ports @100Mb + 5 AP uplinks sub-gig. Controller 172.16.3.29:11443 site va6iba3v.
  • MSP360: daily file backup current; image/system-state ~10 days stale (gate for SSD swap).
  • pfSense AutoConfigBackup not enabled.

Commands & Outputs

  • Roadmap edits via Edit tool only this session; no external commands of note.

Pending / Incomplete Tasks

  1. Juan Andrade offboarding — was due 2026-07-16 afternoon (coord todo 80716a98) — VERIFY it happened; if not, do it now.
  2. Break-glass accounts + FIDO2 + strip stranded PAA role (blocks the allow-list flip).
  3. Caregiver lockdown go-live (WS3 1–8 incl. 3b; capture phone shortcut list onsite).
  4. Relicense 29 suspended-Standard users (seat-mix decision first).
  5. Image backup repair/confirm -> SSD swap window.
  6. Domain-join tail (~10 machines) + dept drives + printer GPO.
  7. Network tail (CSC ENT island, gig sweep) + audit-retention build.
  8. WS8 SharePoint/Teams scoping (after WS1/2 tail).
  9. WS9: send scoping questions to Medtelligent (drafted, not sent), cc Jeff Bristol.
  10. Ticket-verify pass with Howard (#32194/#32230/#32254/#32319/#32342/#32370).
  • Tech plan: "we will come back to the tech plan" (Howard); PDF footer hours stale by choice.

Reference Information

  • Roadmap: clients/cascades-tucson/docs/REMAINING-WORK-PLAN.md
  • Tech plan: clients/cascades-tucson/docs/proposals/cascades-technology-plan-2026-07-15.{md,html,pdf}
  • ALIS scoping: clients/cascades-tucson/docs/proposals/alis-online-payments-scoping-2026-07-15.md
  • Prior log (verification + jodi decommission evidence): clients/cascades-tucson/session-logs/2026-07/2026-07-15-howard-technology-plan-final.md
  • Wiki commit from 7/15 recompile: 7e15257; coord todo Juan Andrade: 80716a98
  • Syncro customer 20149445; prepaid block 21.5 hrs (live 7/15)
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