Files
claudetools/clients/_client_template/cloud/m365.md
Howard Enos 8d975c1b44 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>
2026-04-16 19:43:58 -07:00

1.3 KiB

Microsoft 365

Tenant Info

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