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claudetools/DEPLOYMENT_CHECKLIST.txt
Mike Swanson 3faf09c111 feat: Complete DOS update system with test data routing fix 
Implemented comprehensive DOS 6.22 update system for ~30 test stations with
critical fix for test data database import routing.

## Major Changes

### DOS Batch Files (7 files)
- NWTOC.BAT: Download updates from network to DOS machines
- CTONW.BAT v1.2: Upload with separate ProdSW/LOGS routing (CRITICAL FIX)
- UPDATE.BAT: Full system backup to network
- STAGE.BAT: System file staging for safe updates
- REBOOT.BAT: Apply staged updates on reboot
- CHECKUPD.BAT: Check for available updates
- DEPLOY.BAT: One-time deployment installer for DOS machines

### CTONW v1.2 Critical Fix
Fixed test data routing to match AD2 sync script expectations:
- Software distribution: C:\ATE\*.EXE -> T:\TS-4R\ProdSW\ (bidirectional)
- Test data logging: C:\ATE\8BDATA\*.DAT -> T:\TS-4R\LOGS\8BLOG\ (upload only)
- Subdirectory mapping: 8BDATA->8BLOG, DSCDATA->DSCLOG, HVDATA->HVLOG, etc.
- Test data now correctly imported to AD2 database via Sync-FromNAS.ps1

### Deployment Infrastructure
- copy-to-ad2.ps1: Automated deployment to AD2 server
- DOS_DEPLOYMENT_GUIDE.md: Complete deployment documentation
- DEPLOYMENT_GUIDE.md: Technical workflow documentation
- credentials.md: Centralized credentials (AD2, NAS, Gitea)

### Analysis & Documentation (15 files)
- CTONW_ANALYSIS.md: Comprehensive compliance analysis
- CTONW_V1.2_CHANGELOG.md: Detailed v1.2 changes
- NWTOC_ANALYSIS.md: Download workflow analysis
- DOS_BATCH_ANALYSIS.md: DOS 6.22 compatibility guide
- UPDATE_WORKFLOW.md: Backup system workflow
- BEHAVIORAL_RULES_INTEGRATION_SUMMARY.md: C: drive integration

### Session Logs
- session-logs/2026-01-19-session.md: Complete session documentation

### Conversation Reorganization
- Cleaned up 156 imported conversation files
- Organized into sessions-by-date structure
- Created metadata index and large files guide

## Technical Details

### AD2 → NAS → DOS Sync Flow
1. Admin copies files to AD2: \192.168.0.6\C$\Shares\test\
2. Sync-FromNAS.ps1 runs every 15 minutes (AD2 → NAS)
3. DOS machines access via T: drive (\D2TESTNAS\test)
4. NWTOC downloads updates, CTONW uploads test data
5. Sync imports test data to AD2 database

### DOS 6.22 Compatibility
- No %COMPUTERNAME%, uses %MACHINE% variable
- No IF /I, uses multiple case-specific checks
- Proper ERRORLEVEL checking (highest values first)
- XCOPY /S for subdirectory support
- ASCII markers ([OK], [ERROR], [WARNING]) instead of emojis

### File Locations
- AD2: C:\Shares\test\COMMON\ProdSW\ (deployed)
- NAS: T:\COMMON\ProdSW\ (synced)
- DOS: C:\BAT\ (installed)
- Logs: T:\TS-4R\LOGS\8BLOG\ (test data for database import)

## Deployment Status

✅ All 7 batch files deployed to AD2 (both COMMON and _COMMON)
⏳ Pending sync to NAS (within 15 minutes)
⏳ Pending pilot deployment on TS-4R
📋 Ready for rollout to ~30 DOS machines

## Breaking Changes

CTONW v1.1 → v1.2: Test data now uploads to LOGS folder instead of ProdSW.
Existing machines must download v1.2 via NWTOC for proper database import.

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
2026-01-19 12:49:54 -07:00

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================================================================================
DOS 6.22 UPDATE.BAT FIX - DEPLOYMENT CHECKLIST
================================================================================
Machine: TS-4R (Dataforth test machine)
Date: _______________
Technician: _______________
--------------------------------------------------------------------------------
PHASE 1: PRE-DEPLOYMENT BACKUP
--------------------------------------------------------------------------------
[ ] Boot DOS machine to C:\> prompt
[ ] Create backup directory: MD C:\BACKUP
[ ] Backup AUTOEXEC.BAT: COPY C:\AUTOEXEC.BAT C:\BACKUP\AUTOEXEC.OLD
[ ] Backup STARTNET.BAT: COPY C:\NET\STARTNET.BAT C:\BACKUP\STARTNET.OLD
[ ] Backup UPDATE.BAT (if exists): COPY C:\BATCH\UPDATE.BAT C:\BACKUP\UPDATE.OLD
[ ] Verify backups: DIR C:\BACKUP
Notes: ________________________________________________________________
--------------------------------------------------------------------------------
PHASE 2: FILE DEPLOYMENT
--------------------------------------------------------------------------------
Choose deployment method:
[ ] Method A: Network drive (T:\TS-4R\UPDATES\)
[ ] Method B: Floppy disk
[ ] Method C: Manual creation with EDIT
Copy these files to DOS machine:
[ ] UPDATE.BAT -> C:\BATCH\UPDATE.BAT
[ ] AUTOEXEC.BAT -> C:\AUTOEXEC.BAT
[ ] STARTNET.BAT -> C:\NET\STARTNET.BAT
[ ] DOSTEST.BAT -> C:\DOSTEST.BAT (or C:\BATCH\DOSTEST.BAT)
Verify files copied:
[ ] DIR C:\BATCH\UPDATE.BAT
[ ] DIR C:\AUTOEXEC.BAT
[ ] DIR C:\NET\STARTNET.BAT
[ ] DIR C:\DOSTEST.BAT
Notes: ________________________________________________________________
--------------------------------------------------------------------------------
PHASE 3: CONFIGURATION
--------------------------------------------------------------------------------
[ ] Create C:\BATCH directory if needed: MD C:\BATCH
[ ] Create C:\TEMP directory if needed: MD C:\TEMP
Edit AUTOEXEC.BAT:
[ ] Run: EDIT C:\AUTOEXEC.BAT
[ ] Find line: SET MACHINE=TS-4R
[ ] Change TS-4R to correct machine name: _______________
[ ] Verify PATH line includes C:\BATCH
SET PATH=C:\DOS;C:\NET;C:\BATCH;C:\
[ ] Save: Alt+F, S
[ ] Exit: Alt+F, X
Verify STARTNET.BAT:
[ ] Run: EDIT C:\NET\STARTNET.BAT
[ ] Verify line: NET USE T: \\D2TESTNAS\test /YES
[ ] Verify line: NET USE X: \\D2TESTNAS\datasheets /YES
[ ] Exit: Alt+F, X
Notes: ________________________________________________________________
--------------------------------------------------------------------------------
PHASE 4: REBOOT AND INITIAL TEST
--------------------------------------------------------------------------------
[ ] Reboot DOS machine: Press Ctrl+Alt+Delete or type REBOOT
Expected boot output should show:
[ ] "Dataforth Test Machine: [MACHINE-NAME]"
[ ] "[OK] Network client started"
[ ] "[OK] T: mapped to \\D2TESTNAS\test"
[ ] "[OK] X: mapped to \\D2TESTNAS\datasheets"
[ ] "System ready."
If network fails to start:
[ ] Note error message: ________________________________________________
[ ] Check network cable connected
[ ] Verify NAS server online
Notes: ________________________________________________________________
--------------------------------------------------------------------------------
PHASE 5: CONFIGURATION VERIFICATION
--------------------------------------------------------------------------------
[ ] Run configuration test: DOSTEST
Expected results:
[ ] [TEST 1] MACHINE variable is set: PASS
[ ] [TEST 2] Required files exist: PASS
[ ] [TEST 3] PATH includes C:\BATCH: PASS
[ ] [TEST 4] T: drive accessible: PASS
[ ] [TEST 5] X: drive accessible: PASS
[ ] [TEST 6] Backup directory creation: PASS
If any tests fail:
[ ] Note which test failed: ____________________________________________
[ ] Fix per DOSTEST output
[ ] Re-run DOSTEST
Manual verification:
[ ] Check MACHINE variable: SET MACHINE (should show MACHINE=[name])
[ ] Check T: drive: T: then DIR (should list files)
[ ] Check X: drive: X: then DIR (should list files)
[ ] Return to C: drive: C:
Notes: ________________________________________________________________
--------------------------------------------------------------------------------
PHASE 6: UPDATE.BAT TESTING
--------------------------------------------------------------------------------
Test 1: Run without parameter
[ ] Run: UPDATE
[ ] Should show: "Checking network drive T:..."
[ ] Should show: "[OK] T: drive accessible"
[ ] Should show: "Backup: Machine [MACHINE-NAME]"
[ ] Should show: "Target: T:\[MACHINE-NAME]\BACKUP"
[ ] Should show: "[OK] Backup completed successfully"
[ ] No error messages displayed
Test 2: Run with parameter
[ ] Run: UPDATE TS-4R (or correct machine name)
[ ] Should produce same output as Test 1
Test 3: Verify backup on network
[ ] Switch to T: drive: T:
[ ] Change to machine directory: CD \[MACHINE-NAME]
[ ] List backup: DIR BACKUP /S
[ ] Verify files were copied
[ ] Return to C: drive: C:
Test 4: Error handling (optional - requires network disconnect)
[ ] Unplug network cable
[ ] Run: UPDATE
[ ] Should show: "[ERROR] T: drive not available"
[ ] Should show troubleshooting steps
[ ] Reconnect network cable
[ ] Run: C:\NET\STARTNET.BAT
[ ] Run: UPDATE (should work now)
Notes: ________________________________________________________________
--------------------------------------------------------------------------------
PHASE 7: OPTIONAL - ENABLE AUTOMATIC BACKUP
--------------------------------------------------------------------------------
Skip this section if you don't want automatic backup on boot.
[ ] Edit AUTOEXEC.BAT: EDIT C:\AUTOEXEC.BAT
[ ] Find section: "STEP 6: Run automatic backup (OPTIONAL)"
[ ] Find these 3 lines:
REM ECHO Running automatic backup...
REM CALL C:\BATCH\UPDATE.BAT
REM IF ERRORLEVEL 1 PAUSE Backup completed - press any key...
[ ] Remove "REM " from beginning of each line
[ ] Save: Alt+F, S
[ ] Exit: Alt+F, X
[ ] Reboot to test: Press Ctrl+Alt+Delete
After reboot with automatic backup enabled:
[ ] Should show "Running automatic backup..." during boot
[ ] Should show backup progress
[ ] Should show "[OK] Backup completed successfully"
[ ] Should continue to "System ready." prompt
[ ] If backup fails, should pause and wait for keypress
Notes: ________________________________________________________________
--------------------------------------------------------------------------------
PHASE 8: FINAL VERIFICATION
--------------------------------------------------------------------------------
[ ] MACHINE variable set correctly: SET MACHINE
[ ] Network drives accessible: NET USE (shows T: and X:)
[ ] UPDATE command works from any directory
[ ] Backup files exist on T:\[MACHINE-NAME]\BACKUP\
[ ] No error messages during boot
[ ] System operates normally
Document final configuration:
Machine name: _______________
T: drive mapped: [ ] Yes [ ] No
X: drive mapped: [ ] Yes [ ] No
Automatic backup enabled: [ ] Yes [ ] No
Backup location: T:\_______________\BACKUP
Notes: ________________________________________________________________
--------------------------------------------------------------------------------
PHASE 9: CLEANUP AND DOCUMENTATION
--------------------------------------------------------------------------------
[ ] Test backups can be deleted: DEL C:\BACKUP\*.OLD
[ ] Remove test directory if created: RD C:\BACKUP
[ ] Document machine name in inventory
[ ] Update machine documentation with backup location
[ ] Inform users of new UPDATE command
Keep these files for reference:
[ ] DOS_FIX_SUMMARY.md
[ ] DOS_DEPLOYMENT_GUIDE.md
[ ] README_DOS_FIX.md
Next machines to deploy:
[ ] TS-7A
[ ] TS-12B
[ ] _____________
[ ] _____________
Notes: ________________________________________________________________
--------------------------------------------------------------------------------
TROUBLESHOOTING LOG
--------------------------------------------------------------------------------
Use this section to document any problems encountered and solutions:
Problem 1: ____________________________________________________________
________________________________________________________________________
Solution: ______________________________________________________________
________________________________________________________________________
Problem 2: ____________________________________________________________
________________________________________________________________________
Solution: ______________________________________________________________
________________________________________________________________________
Problem 3: ____________________________________________________________
________________________________________________________________________
Solution: ______________________________________________________________
________________________________________________________________________
--------------------------------------------------------------------------------
SIGN-OFF
--------------------------------------------------------------------------------
Deployment completed by: _________________________ Date: _______________
Deployment verified by: __________________________ Date: _______________
Machine is operational: [ ] Yes [ ] No
Notes: ________________________________________________________________
________________________________________________________________________
________________________________________________________________________
================================================================================
End of Checklist
================================================================================
EMERGENCY ROLLBACK PROCEDURE (if something goes wrong):
1. Boot to DOS prompt
2. Restore old files:
COPY C:\BACKUP\AUTOEXEC.OLD C:\AUTOEXEC.BAT
COPY C:\BACKUP\STARTNET.OLD C:\NET\STARTNET.BAT
IF EXIST C:\BACKUP\UPDATE.OLD COPY C:\BACKUP\UPDATE.OLD C:\BATCH\UPDATE.BAT
3. Reboot: Press Ctrl+Alt+Delete
4. System should return to previous state
5. Contact support if issues persist
================================================================================
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