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