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