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>
78 lines
2.1 KiB
Markdown
78 lines
2.1 KiB
Markdown
# Step 6: Synology Transition (~2 hours, remote)
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---
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## 6.1 — Verify drive mappings
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On each machine via ScreenConnect:
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```powershell
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net use
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```
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Confirm mapped drives (S:, department drives) point to `\\CS-SERVER\...` and files are accessible.
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**Do not proceed until all users have working drive mappings.**
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---
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## 6.2 — Remove Synology Drive Client
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On each machine via ScreenConnect:
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1. Right-click Synology Drive Client in system tray → Quit
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2. Settings → Apps → Synology Drive Client → Uninstall
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3. Verify user can access files via mapped drives (not Synology)
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Or via PowerShell:
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```powershell
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# Find and uninstall Synology Drive Client
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$synology = Get-WmiObject Win32_Product | Where-Object { $_.Name -like "*Synology Drive*" }
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if ($synology) {
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$synology.Uninstall()
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Write-Host "Synology Drive Client uninstalled"
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} else {
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Write-Host "Synology Drive Client not found"
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}
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```
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---
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## 6.3 — Disable Synology Drive Server sync
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1. Log into Synology DSM at `https://192.168.0.120:5001`
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2. Open Synology Drive Admin Console
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3. Disable all sync tasks
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4. Optionally disable Synology Drive Server package (don't uninstall yet)
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---
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## 6.4 — Repurpose Synology as backup-only
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1. Verify Active Backup for Business is backing up CS-SERVER nightly (set up in Step 1)
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2. Configure offsite backup:
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- Install **Hyper Backup** from Package Center
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- Create task → Backblaze B2 or Wasabi (~$3/mo for offsite copy)
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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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---
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## 6.5 — Archive SynologyDrive folder
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Run `scripts/phase4-archive-synology.ps1` on CS-SERVER:
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```powershell
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Rename-Item "D:\Shares\SynologyDrive" "D:\Shares\_SynologyDrive_ARCHIVE_DeleteAfter30Days"
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```
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**Do NOT delete immediately** — keep 30 days as safety net. Set a calendar reminder to delete after 30 days.
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---
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## Rollback
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- Rename archive folder back: `Rename-Item "D:\Shares\_SynologyDrive_ARCHIVE_DeleteAfter30Days" "D:\Shares\SynologyDrive"`
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- Re-enable Synology Drive Server sync
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- Reinstall Synology Drive Client on workstations
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