Files
claudetools/clients/lens-auto-brokerage/docs/billing-log.md
Howard Enos 8d975c1b44 import: ingested 160 files from C:\Users\howar\Clients
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>
2026-04-16 19:43:58 -07:00

2.2 KiB

Len's Auto Brokerage — Work Log / Billing Record

Session 1 — 2026-04-13 (Remote — Client Onboarding)

Focus: Initial client setup, server inventory, RDP troubleshooting

Time Task Details
Client folder created New client folder at Clients/lens/ with full documentation template
Overview doc Company info: Len's Auto Brokerage (LAB), WAN IP 174.77.67.237, LAN 192.168.1.0/24, RMM ScreenConnect
Current server documented DESKTOP-BMBTQLI at 192.168.1.81 — HPE ProLiant MicroServer Gen10 Plus v2, 16GB RAM, Tower, SN 3M1D1T12PD. Hostname still has DESKTOP- prefix (not yet set up as proper server). Last user Localadmin, last boot 2026-03-13.
Old server documented lab-server at 192.168.1.241 — Windows Server 2008 SP2 (6.0.6002), EOL since Jan 2020, no security updates for 6+ years. To be decommissioned.
Migration plan scoped Move Deskman + QuickBooks data from lab-server → DESKTOP-BMBTQLI
RDP enabled on lab-server Enabled 2026-04-13 to attempt remote migration work
RDP troubleshooting RDP to lab-server fails with 0x800706be — CredSSP/TLS incompatibility between modern client and Server 2008. May need legacy security-layer settings or local-console work.
Issues log Initial issues captured in lens/issues/log.md

Billing Summary — Session 1

Category Items
Client onboarding / documentation Folder + overview + initial server inventory
Server 2008 RDP troubleshooting CredSSP incompatibility diagnosed, still unresolved
Migration scoping Deskman + QuickBooks move planned

Outstanding Work — Prioritized

Critical

  • lab-server is Server 2008 SP2 — EOL for 6+ years, MUST be retired ASAP (security + compliance risk)

High

  • Resolve RDP to lab-server (CredSSP 0x800706be) or plan onsite console work
  • Migrate Deskman from lab-server to DESKTOP-BMBTQLI
  • Migrate QuickBooks data from lab-server to DESKTOP-BMBTQLI
  • Rename DESKTOP-BMBTQLI to proper server hostname once it's the production server

Medium

  • Confirm primary contact info (currently TBD)
  • Document all workstations + users
  • Evaluate backup strategy (none documented yet)