claudetools/clients/michaeljohnson/session-logs/2026-06/2026-06-29-howard-rmm-onboard-edr-billing.md

User

• User: Howard Enos (howard)
• Machine: Howard-Home
• Role: tech

Session Summary

Onboarded Michael Johnson (Syncro customer 152567, long-standing break-fix legal client) to GuruRMM and Datto EDR/AV, built the customer wiki, and billed the onsite ticket. The session opened with an unrelated Rednour item — checking whether Nick Pafford's M365 license grants document access. His license is Exchange Online (Plan 1), email-only (no SharePoint/OneDrive/Office); the Rednour tenant had zero free seats, so a Business Standard seat would need purchasing. Winter handled the license assignment, so no further action was taken there.

Created the GuruRMM client + site for Michael Johnson via the /rmm onboard flow: client 99022a2e-6b8f-472b-9269-6a746ef0970b, site "Main" (BRIGHT-RIVER-8998). The one-time enrollment key was vaulted at clients/michaeljohnson/gururmm-site-main.sops.yaml. The user then pushed the installers to both endpoints. Both agents checked in (DESKTOP-GG4LKSL = Michael, MJ-PARALEGAL = Crystal), and onboarding diagnostics were run against each: DESKTOP-GG4LKSL graded AMBER (BitLocker off, 4 pending updates, D: 14.6% free, Alibaba NTP source), MJ-PARALEGAL graded RED (firewall off on Private+Public, E: 0% free, anomalous DNS 172.16.132.1, BitLocker off). Neither machine has a backup agent. Built wiki/clients/michaeljohnson.md from the diagnostics + Syncro history + the ~50-ticket record, and added the index entry. The auto-sync process committed those before the manual save.

For endpoint security, the request was "remove Bitdefender and install the EDR." Direct RMM verification confirmed neither machine had Bitdefender (Defender-only; clean uninstall hive, no Bitdefender services) — the diagnostics had already flagged Defender as the sole AV — so removal was a no-op. The user created the "Michael Johnson" org in the Datto console; I created the "Main" target group (3b844ef0-d792-4be9-bc0e-7d4848b99180), minted a registration key (wTgQ23T0Al), and pushed the Datto EDR install one-liner to both machines via RMM. Both installed cleanly (exit 0), registered, and came online (agent v3.17.1.5409 → self-updated to 5552). AV initially read "-" (policy-driven, lagging); on re-check after the user applied a policy, both show AV "on". The reg key + org/group IDs were vaulted at clients/michaeljohnson/datto-edr.sops.yaml.

Finally, billed Syncro ticket #32477 (id 113125174, "Onsite - Check machine connections and printers"): 0.5h onsite labor (product 26118 @ $175, taxable false), customer has no prepaid block so it's a real $87.50 charge. Resolution comment per the user: set Michael's machine to a static IP and reconfigured the paralegal machine to reach the share via the new IP. Invoice #1650843860 created, block-rate upsell note set, ticket marked Invoiced, bot alert posted.

Key Decisions

• Logged this session under clients/michaeljohnson (primary work) despite the opening Rednour/Nick read-only check, which was minor and resolved by Winter.
• Verified Bitdefender presence directly via RMM before acting rather than trusting the request — confirmed absent, so the removal step was correctly skipped instead of blindly running an uninstaller.
• Did NOT create the Datto Organization via the unverified raw POST /Organizations against the live production tenant; surfaced the decision and the user created it in the console. I only created the group/key (skill-supported, gated) under the existing org.
• Used /rmm onboard and datto-edr skills rather than free-handing the APIs (skill-first rule); vaulted both the RMM enrollment key and the EDR reg key as discovered/created credentials.
• Billed as a real charge (not a prepay deduction) after a fresh GET /customers/152567 confirmed prepay_hours = 0.0.

Problems Encountered

• get-token.sh (remediation-tool) read the wrong identity.json (~/.claude/identity.json, which lacks vault_path); the authoritative one is C:/claudetools/.claude/identity.json (vault_path: D:/vault). Worked around with VAULT_ROOT_ENV="D:/vault".
• Vault push was rejected twice (remote ahead) during the RMM key and EDR key commits; resolved with git -C "$VR" pull --rebase then push.
• MJ-PARALEGAL onboarding surfaced two criticals (firewall off, E: 0% free) and an anomalous DNS (172.16.132.1 on a 192.168.1.x LAN) — captured as open items, not yet remediated.
• "commit this" had nothing to commit: the auto-sync process had already committed the wiki + baselines (main repo in sync, 0/0 vs origin). The only pending changes were 4 unrelated submodule pointer movements (two showing doesn't contain commit warnings) — left untouched rather than committing drift.

Configuration Changes

• Created wiki/clients/michaeljohnson.md (committed via auto-sync).
• Edited wiki/index.md — added Michael Johnson client row; bumped "Last updated" to 2026-06-29.
• Created clients/michaeljohnson/onboarding-baselines/DESKTOP-GG4LKSL-20260629T211835.{md,json} and MJ-PARALEGAL-20260629T211845.{md,json}.
• Created vault clients/michaeljohnson/gururmm-site-main.sops.yaml (RMM enrollment key + syncro_customer_id).
• Created vault clients/michaeljohnson/datto-edr.sops.yaml (EDR reg key + org/group IDs).
• This session log.

Credentials & Secrets

• GuruRMM site "Main" enrollment — site_code BRIGHT-RIVER-8998, api_key vaulted at clients/michaeljohnson/gururmm-site-main.sops.yaml.
• Datto EDR registration key — wTgQ23T0Al (org fef82618-de1d-4b5c-b92e-7fd078e2b983, group "Main" 3b844ef0-d792-4be9-bc0e-7d4848b99180), vaulted at clients/michaeljohnson/datto-edr.sops.yaml. Auto-approves + enrolls agents into the Main group.

Infrastructure & Servers

• Client: Michael Johnson — Syncro 152567 (since 2013), break-fix, no prepaid block. 177 N Church, Tucson AZ 85701. Contacts: Michael (michaeljohnson311@gmail.com / 520-622-0065), Crystal (paralegal, 520-906-4672). Mail on Google, not M365.
• Network: workgroup, peer-to-peer, 192.168.1.0/24. No server, no domain.
• DESKTOP-GG4LKSL (Michael) — HP Pavilion Gaming TG01, i7-11700F, 31.8 GB, Win11 Pro 25H2 (26200), 192.168.1.135 (Wi-Fi). RMM agent 09c08484-2b51-404b-a294-6e39f498867c. EDR agent 798dadc9-dd72-40fe-bd06-e6b5506ebf73. Onboarding AMBER.
• MJ-PARALEGAL (Crystal) — ASUS, i5-10400, 15.8 GB, Win11 Pro 25H2 (26200), 192.168.1.136 (wired). RMM agent 4537ac34-e548-484c-b4e9-fd91e7f97a23. EDR agent 963178af-23b1-4bee-90e8-f9a6dbac7aec. Onboarding RED.
• GuruRMM: client 99022a2e-6b8f-472b-9269-6a746ef0970b, site 94b5cb21-3d8e-484a-8ef3-8388b66417d2 (Main, BRIGHT-RIVER-8998). Server http://172.16.3.30:3001.
• Datto EDR: tenant azcomp4587.infocyte.com, org "Michael Johnson" fef82618-de1d-4b5c-b92e-7fd078e2b983, group "Main" 3b844ef0-d792-4be9-bc0e-7d4848b99180. Both agents online, AV on, v3.17.1.5552.
• Rednour (incidental): Nick Pafford npafford@rednourlaw.com (fe859088-bcbc-49dc-aaea-4c6e68f7d5bb), tenant 4a4ca18a-f516-478b-99da-2e0722c5dc18. Was on Exchange Online Plan 1 (EXCHANGESTANDARD) — email only. Winter assigned the document license.

Commands & Outputs

• RMM Bitdefender check (both hosts): BITDEFENDER: none in uninstall hive / BD SERVICES: none — confirmed absent.
• Datto EDR install (both): Installed RTS agent to C:\Program Files\infocyte\agent\agent.exe, exit 0.
• $EDR agents --org fef82618-... final: desktop-gg4lksl AV on, mj-paralegal AV on, both v3.17.1.5552.
• Syncro billing: comment 421302761, line item 43066968 (0.5 @ 175), invoice 1650843860 total 87.50, ticket → Invoiced.
• Remediation token workaround: VAULT_ROOT_ENV="D:/vault" bash get-token.sh <tenant> investigator.

Pending / Incomplete Tasks

• MJ-PARALEGAL [P1]: re-enable firewall (Private + Public); clear/expand E: (0% free).
• Both [P1]: establish/confirm backup coverage — no backup agent on either machine (law-office data).
• MJ-PARALEGAL [P2]: fix anomalous DNS 172.16.132.1 (should be local gateway/ISP).
• DESKTOP-GG4LKSL [P3]: free D: (14.6%); reset time source off Alibaba NTP; install 4 pending updates. MJ-PARALEGAL: 2 pending updates.
• Both: consider BitLocker with manual key escrow (workgroup, no AD escrow target).
• Open Syncro ticket #32477 was billed + Invoiced this session.
• ClaudeTools repo: 4 unrelated submodule pointer changes pending (discord-bot, guru-rmm, guru-scan, security-assessment) — not from this session; left untouched.

Reference Information

• Syncro ticket: #32477 (id 113125174) — https://computerguru.syncromsp.com/tickets/113125174 — Invoiced.
• Syncro customer: Michael Johnson 152567 — https://computerguru.syncromsp.com/customers/152567
• Invoice #1650843860 — $87.50 (0.5h onsite @ $175).
• RMM install page: https://rmm.azcomputerguru.com/install/BRIGHT-RIVER-8998
• Datto EDR console: https://azcomp4587.infocyte.com
• Vault: clients/michaeljohnson/gururmm-site-main.sops.yaml, clients/michaeljohnson/datto-edr.sops.yaml.
• Baselines: clients/michaeljohnson/onboarding-baselines/.

Update: 17:27 PT (2026-06-30) — wiki full recompile

Ran /wiki-compile client:michaeljohnson --full after the earlier save. Full Sonnet-mode recompile of wiki/clients/michaeljohnson.md (existing article authored earlier this session), serialized behind a coord lock (wiki/clients/michaeljohnson, id 953a60a4-d708-47ea-9375-bcefae81e83d) and staged to .claude/wiki_staging/ for diff review before applying.

Pulled live Syncro data for authoritative billing: customer 152567, prepay_hours = 0.0 (break-fix), 2 assets, no open tickets (#32477 now Invoiced), invoice history since 2013 confirms per-ticket billing at standard rates (latest labor line $175 onsite). Recompile changes: billing made Syncro-authoritative ($175 onsite, break-fix, 2 assets); added a Datto EDR/AV infrastructure block (org/group/agent IDs + vault path); added a History Highlights section (2013 record, GuruRMM onboarding, EDR deploy w/ no-Bitdefender note, #32477 static-IP fix); Active Work updated to "no open tickets" while keeping the P1–P3 remediation items; added an Access section (vault paths only, no raw secrets); Patterns/History preserved per --full. Updated the wiki/index.md row (added EDR + $175 onsite + static-IP share; dropped the stale "open #32477").

Committed 0eb32e8 and pushed; coord lock released; staging cleared. No code or infra changes this update — documentation only. Open remediation items unchanged (MJ-PARALEGAL firewall + E: full still the two P1 criticals).