Howard Enos 3354de1fb1 session log: cascades — Entra Connect install + pilot account prep (2026-04-24/25)
Comprehensive log of the Entra setup work spanning 4/24 evening through 4/25.
Includes a Resume Point at the top so the next session can pick up cleanly.

Highlights:
- Entra Connect Sync installed in staging mode on CS-SERVER, scope OU=Caregivers
- Pilot AD account howard.enos@cascadestucson.com created
- Master plan v2 with explicit drift log (FIDO2/YubiKey injection caught)
- HIPAA retention remediation: 7 mailboxes restored from soft-delete (4/22 deletes
  violated 164.316(b)(2)); termination procedures policy + IR-2026-04-24-001 documented
- admin@cascadestucson.com re-promoted to Global Admin (Sandra Fish cleanup had
  stripped role); residual profile data cleaned
- Existing Cascades CA architecture discovered (Named Location 72.211.21.217 + all-users
  MFA policy from 2026-02-11) — adjusts plan, no duplicate policies needed
- Syncro ticket #32214 'Entra setup' with hidden private rollup (~40-45 billable hrs)

Released session lock; resume point flagged in PROJECT_STATE.md.
2026-04-25 15:38:08 -07:00

ClaudeTools Bootstrap / Reinstall Guide

Complete instructions for backing up and restoring a ClaudeTools development environment on Windows 11.


Pre-Reinstall: Creating the Archive

Before wiping or reinstalling Windows, create a backup archive.

Run the bootstrap script in archive mode:

cd D:\ClaudeTools\bootstrap
.\bootstrap.ps1 -Archive

This creates D:\ClaudeTools-backup.zip containing:

  • The full ClaudeTools repository (excluding node_modules, __pycache__, venv)
  • Claude configuration and memory from C:\Users\<you>\.claude\

To specify a custom output path:

.\bootstrap.ps1 -Archive -ArchivePath "E:\Backups\claudetools-2026-03-17.zip"

Option B: Manual Archive

If the script is unavailable, manually zip these locations:

  1. ClaudeTools repository: D:\ClaudeTools\ (entire directory)
  2. Claude memory and config: C:\Users\<you>\.claude\ (entire directory)

Copy the archive(s) to external storage (USB, NAS, cloud) before proceeding with the Windows reinstall.

What Does NOT Need Archiving

These are restored automatically by the bootstrap script:

  • Git, Node.js, Python, Ollama (reinstalled via winget)
  • npm global packages (reinstalled)
  • Python pip packages (reinstalled)
  • Ollama models (re-pulled)
  • MCP server virtual environments (recreated)

Post-Reinstall: Running the Bootstrap

Step 1: Prepare the D: Drive

If D:\ClaudeTools was on a separate partition that survived the reinstall, skip to Step 2.

Otherwise, extract your archive:

# Extract the ClaudeTools repo to D:\
Expand-Archive -Path "E:\Backups\claudetools-2026-03-17.zip" -DestinationPath "D:\"

# Extract Claude config to your user profile
# (The archive contains a 'claude-config' folder - copy it to the right place)
Copy-Item -Path "D:\claude-config\*" -Destination "$env:USERPROFILE\.claude\" -Recurse -Force

Step 2: Run the Bootstrap Script

Open an elevated PowerShell (Run as Administrator):

Set-ExecutionPolicy Bypass -Scope Process -Force
D:\ClaudeTools\bootstrap\bootstrap.ps1

The script runs 9 phases and takes approximately 15-30 minutes depending on download speeds and Ollama model sizes.

Step 3: Advanced Usage

Run a single phase:

.\bootstrap.ps1 -OnlyPhase 4    # Only install Python packages

Skip specific phases:

.\bootstrap.ps1 -SkipPhase 5    # Skip Ollama model pulls (slow)
.\bootstrap.ps1 -SkipPhase 4,5  # Skip Python packages and Ollama models

Phase Reference

Phase What It Does Duration
1 Install Git, Node.js, Python 3.13, Ollama via winget 2-5 min
2 Install Claude Code CLI + global npm packages 1-2 min
3 Clone or configure ClaudeTools git repository <1 min
4 Install all Python pip packages globally 3-5 min
5 Pull Ollama models (nomic-embed-text, llama3.1:8b, qwen2.5-coder:7b) 5-15 min
6 Create MCP server venv and install dependencies 1-2 min
7 Write Claude Code settings.json, copy commands, create directories <1 min
8 Initialize GrepAI <1 min
9 Verify all components are installed and working <1 min

Manual Steps (Cannot Be Automated)

These steps require interactive authentication or browser actions:

1. Authenticate Claude Code

claude

Follow the prompts to enter your Anthropic API key or log in via browser.

2. GitHub Personal Access Token

Edit D:\ClaudeTools\.mcp.json and set the GITHUB_PERSONAL_ACCESS_TOKEN value:

"env": {
    "GITHUB_PERSONAL_ACCESS_TOKEN": "ghp_your_token_here"
}

Generate a new token at: https://github.com/settings/tokens

3. Claude-in-Chrome Extension

Install the Chrome extension manually:

  • Open Chrome and navigate to the Chrome Web Store
  • Search for "Claude in Chrome" (or install from the MCP extension source)
  • Configure the extension to connect to your local MCP server

4. Restore Memory Files (If Needed)

If the bootstrap reports memory files are missing:

# Copy from your archive
Copy-Item -Path "E:\Backups\claude-config\projects\D--ClaudeTools\memory\*" `
          -Destination "$env:USERPROFILE\.claude\projects\D--ClaudeTools\memory\" `
          -Recurse -Force

5. Git Credentials

When you first git pull or git push to Gitea, you will be prompted for credentials. Use the Gitea username and password from credentials.md.


Verification Checklist

After bootstrap completes, verify manually:

  • git --version returns a version
  • node --version returns v24.x or later
  • python --version returns 3.13.x
  • claude --version returns a version
  • ollama list shows all 3 models
  • D:\ClaudeTools exists and has .git directory
  • D:\ClaudeTools\.mcp.json exists
  • D:\ClaudeTools\grepai.exe exists
  • C:\Users\<you>\.claude\settings.json exists
  • C:\Users\<you>\.claude\commands\ has command files
  • Run claude from D:\ClaudeTools and confirm MCP servers connect
  • Claude-in-Chrome extension is installed and responsive

Troubleshooting

winget not found

Install "App Installer" from the Microsoft Store. It ships with Windows 11 but may need updating.

Node.js/Python not on PATH after install

Close and reopen your terminal, or run:

$env:Path = [System.Environment]::GetEnvironmentVariable("Path", "Machine") + ";" + [System.Environment]::GetEnvironmentVariable("Path", "User")

Ollama models fail to pull

Ensure the Ollama service is running:

ollama serve

Then retry:

.\bootstrap.ps1 -OnlyPhase 5

pip install fails for specific packages

Some packages (pywin32, opencv-python, pyzbar) require Visual C++ Build Tools. Install if needed:

winget install Microsoft.VisualStudio.2022.BuildTools

Then re-run Phase 4:

.\bootstrap.ps1 -OnlyPhase 4

GrepAI init requires interaction

Run manually:

cd D:\ClaudeTools
.\grepai.exe init

Select Ollama as the provider and nomic-embed-text as the embedding model.

SSL certificate errors with Gitea

The bootstrap configures http.sslVerify false automatically. If you still see errors:

cd D:\ClaudeTools
git config http.sslVerify false
Description
Custom Claude Code behaviors and workflows - Multi-mode operation system
Readme 1.6 GiB
Languages
MDX 55.2%
Visual Basic 6.0 40%
Python 1.3%
QuickBASIC 0.7%
HTML 0.7%
Other 1.9%