Mike Swanson
34d34c610f
Author: Mike Swanson Machine: Mikes-MacBook-Air.local Timestamp: 2026-06-06 11:32:15
3.5 KiB
Gonzvar Tax Services - Pending Tasks
Client: Gonzvar Tax Services Project Key: gonzvar Date Created: 2026-06-06 Status: Pending setup/deployment
Overview
New MSP client requiring initial infrastructure setup. Four machines total: 3 workstations + 1 server.
RMM Enrollment Details:
- Client ID:
ae78d033-b09c-4898-ac9f-febe1fad54fa - Site ID:
fa410749-ac42-432a-a4be-a6eafa20eb92 - Site Code:
INNER-BEAR-6727 - Install Page: https://rmm.azcomputerguru.com/install/INNER-BEAR-6727
- MSI Installer: https://rmm.azcomputerguru.com/api/sites/fa410749-ac42-432a-a4be-a6eafa20eb92/installer
- Enrollment Key: Vaulted at
clients/gonzvar-tax-services/gururmm-site-main.sops.yaml
Pending Tasks
1. QuickBooks RemoteApp Setup
Status: Pending Assigned: Mike Description: Install QuickBooks on server, configure RemoteApp for sharing to local users and VPN access
Details:
- Install QB on server
- Configure RemoteApp/RDS
- Enable access for local network users
- Enable access for VPN users
- Test connectivity from workstations
2. System Cleanup
Status: Pending Assigned: Mike Description: Cleanup on all Gonzvar machines (3 workstations + server)
Scope:
- Disk cleanup (temp files, cache, old logs)
- Windows updates check/install
- Remove unnecessary software
- Clear browser caches
- Empty recycle bins
- Check disk health
Machines:
- Workstation 1
- Workstation 2
- Workstation 3
- Server
3. RDP Access via VPN
Status: Pending Assigned: Mike Description: Setup RDP access to each machine via VPN
Requirements:
- Configure VPN solution (determine which: Tailscale, traditional VPN, other)
- Enable RDP on all 3 workstations
- Configure firewall rules
- Test remote desktop connectivity
- Document connection details for client
Machines:
- Workstation 1
- Workstation 2
- Workstation 3
4. GuruRMM Enrollment (Deferred)
Status: Pending (Low Priority) - Client/Site Created, Ready for Agent Installation Assigned: Mike Description: Enroll Gonzvar machines in GuruRMM - to be done later
Scope:
- ✓ Create Gonzvar client in RMM (COMPLETED 2026-06-06)
- ✓ Generate enrollment keys (COMPLETED 2026-06-06)
- Install agent on all 4 machines (3 workstations + server)
- Run onboarding diagnostics
- Address any critical/warning findings
- Establish baselines
Agent Installation:
- Download MSI from: https://rmm.azcomputerguru.com/api/sites/fa410749-ac42-432a-a4be-a6eafa20eb92/installer
- Or use install page: https://rmm.azcomputerguru.com/install/INNER-BEAR-6727
- Site code: INNER-BEAR-6727
Notes
- RMM enrollment scheduled for later - other tasks have priority
- Need to determine VPN solution for RDP access (Tailscale recommended based on recent Wolkin planning)
- QuickBooks version and licensing details TBD
- Machine hostnames/specs TBD
Coordination API
Todos tracked in coordination API with project_key: gonzvar
Query pending todos:
curl -s "http://172.16.3.30:8001/api/coord/todos?project_key=gonzvar&status_filter=pending"
Follow-up Required
- Create RMM client and site (COMPLETED 2026-06-06)
- Determine QuickBooks version/licensing
- Get machine hostnames and specs
- Decide on VPN solution (Tailscale recommended)
- Schedule maintenance window for cleanup work
- Install RMM agents on all 4 machines (deferred to later)
Last Updated: 2026-06-06 Todo IDs: 1b2d8e20, 8f0f914b, 6d18aed9, e48c2808 RMM Client ID: ae78d033-b09c-4898-ac9f-febe1fad54fa RMM Site Code: INNER-BEAR-6727