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>
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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)