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>
86 lines
3.3 KiB
Markdown
86 lines
3.3 KiB
Markdown
# Backup and Disaster Recovery
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## Backup Solution
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- Product: **NONE CURRENTLY** — implementation planned as Phase 0 of network migration (Session 3, 2026-03-07)
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- Priority: **CRITICAL** — no backups means no recovery from ransomware, hardware failure, or accidental deletion
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- **HIPAA:** §164.308(a)(7) requires contingency plan including backup. Synology NAS and CS-SERVER both store PHI. No backup = regulatory violation.
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- See `migration/session3-2026-03-07.md` for detailed setup steps
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## Migration Plan — Backup Implementation (Phase 0.1 + Phase 4.4)
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See `migration/phase0-safety-net.md`.
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### Phase 0.1: Synology Active Backup for Business
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| Setting | Value |
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|---------|-------|
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| Product | Synology Active Backup for Business (free) |
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| Target | Synology NAS (192.168.0.120), Volume 1 |
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| Source | CS-SERVER C: and D: drives (entire machine) |
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| Agent | ABB Windows agent on CS-SERVER |
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| Schedule | Nightly at 2:00 AM |
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| Retention | 7 daily + 4 weekly |
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| Compression | Enabled |
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| Transfer Encryption | Enabled |
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#### Storage Capacity Analysis
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| Item | Size |
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|------|------|
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| Synology Volume 1 free space | ~540 GB |
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| CS-SERVER C: used | ~137 GB |
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| CS-SERVER D: used | ~455 GB |
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| Total data to back up | ~592 GB |
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| Expected after ABB compression (40-60%) | ~240-355 GB |
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| Estimated remaining after first backup | ~185-300 GB |
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ABB automatically excludes pagefile, hibernation file, and temp files. With compression and dedup, first full backup should fit. Incrementals will be small (daily changes are minimal). Monitor after first backup.
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### Phase 4.4: Offsite Backup
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| Setting | Value |
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|---------|-------|
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| Product | Synology Hyper Backup |
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| Target | Backblaze B2 or Wasabi (~$3/mo) |
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| Schedule | Daily after ABB completes (e.g., 5:00 AM) |
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| Retention | 30 daily + 12 monthly |
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## Available Backup Targets
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| Target Name | Type | Location | Details |
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|----------------|--------------|-----------|----------------------|
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| Synology NAS | Local NAS | On-site | cascadesds / synology.cascades.local, IP: 192.168.0.120 |
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| CS-SERVER | Server RAID | On-site | 192.168.2.254, has RAID storage |
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## Backup Jobs
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- None configured (Phase 0 will establish first backup)
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## M365 Backup
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- M365 Backup Product: None
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- Exchange Backed Up: No
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- SharePoint Backed Up: No
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- OneDrive Backed Up: No
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- Teams Backed Up: No
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## Disaster Recovery Plan
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- RTO Target: Not defined
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- RPO Target: Not defined
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- DR Site: None
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- Last DR Test Date: N/A
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## Notes
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### Backup Implementation Recommendations
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**For servers/workstations (on-prem):**
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- Synology Active Backup for Business — free with the Synology, backs up Windows PCs and servers to the NAS
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- Or Datto BCDR / Axcient x360Recover for full BDR with cloud replication
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**For M365:**
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- Datto SaaS Protection, Veeam Backup for M365, or Acronis — protects Exchange, SharePoint, OneDrive, Teams
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**Minimum viable backup plan (HIPAA required):**
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1. Enable Synology Active Backup for Business (free, already have the hardware) ← Phase 0
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2. Back up CS-SERVER and critical workstations to the Synology nightly ← Phase 0
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3. Add an M365 backup solution for email/SharePoint (email may contain PHI)
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4. Configure Synology Hyper Backup to replicate critical data to a cloud target ← Phase 4
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5. After Phase 4: enable NTFS audit logging on PHI shares migrated from Synology
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