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claudetools/clients/prairie-schooner/cutover-runbook.md
Howard Enos a6d8d8173f sync: auto-sync from HOWARD-HOME at 2026-07-14 17:02:24
Author: Howard Enos
Machine: HOWARD-HOME
Timestamp: 2026-07-14 17:02:24
2026-07-14 17:02:57 -07:00

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# The Prairie Schooner — Cutover Runbook (tonight + tomorrow morning)
Prepared 2026-07-14 for the after-hours data move + morning UDM Pro cable swap.
Companion file: `udm-dhcp-plan.md` (LAN/DHCP/reservations detail).
## Facts this plan is built on (verified today via RMM/SC)
- Data to move: `C:\Share\Quickbooks` (154.8 GB, 55,915 files) + `C:\Share\Deployment`
(24.0 GB, 10,623 files). Everything else is empty Essentials defaults (Company, Users,
Folder Redirection: 0 bytes) or role data (SYSVOL/NETLOGON/CertEnroll — replicates via AD,
do NOT copy).
- TPS-SVR: C: 5.3 TB, 4.83 TB free. Already shares `Share -> C:\Share` — copy into
`C:\Share\Quickbooks` / `C:\Share\Deployment` and paths mirror the old server.
- The ONLY client-side dependency is drive **Q: -> \\tps-server\quickbooks**, delivered as a
**GPP drive map in Default Domain Policy** (User Prefs > Drives, action=U, persistent=0,
bypassErrors=1). Same on all 3 workstations (TINA, JAYMI, MEL-PC). No logon scripts, no
other maps, DFS root unused ("Shared Folders" — legacy, empty).
- QB ACLs show QBDataServiceUser27/28/31/34 (QB 2017/2018/2021/2024 DB managers installed
over the years on the old box). robocopy /COPYALL carries these SIDs.
- 3x Yealink phones (.141/.142/.146) + Dahua NVR (.145) — outbound-only, unaffected except
brief outage during the swap.
## TONIGHT — after users leave
### 1. Data copy (run in ScreenConnect session on TPS-SVR as TPS\guru)
QuickBooks must be CLOSED on all workstations (QBW/TLG lock + change under copy).
```bat
robocopy \\TPS-SERVER\C$\Share\Quickbooks C:\Share\Quickbooks /E /COPYALL /DCOPY:DAT /R:1 /W:1 /MT:16 /NP /TEE /LOG:C:\Backups\robocopy-quickbooks.log
robocopy \\TPS-SERVER\C$\Share\Deployment C:\Share\Deployment /E /COPYALL /DCOPY:DAT /R:1 /W:1 /MT:16 /NP /TEE /LOG:C:\Backups\robocopy-deployment.log
```
- ~179 GB over gigabit: expect roughly 3060 min total.
- Verify: tail of each log — `FAILED` column must be 0. Re-run the same command for a
delta/repair pass (robocopy is idempotent here; do NOT add /MIR on the first night —
nothing to mirror-delete anyway).
- Run as guru (SYSTEM/RMM cannot auth to \\TPS-SERVER\C$ — that is why this step is
interactive, not dispatched).
### 2. Create the shares on TPS-SVR (match old server exactly)
```powershell
New-SmbShare -Name Quickbooks -Path C:\Share\Quickbooks -Description "QuickBooks data" -FullAccess Everyone
New-SmbShare -Name Deployment -Path C:\Share\Deployment -FullAccess "NT AUTHORITY\Authenticated Users" -ReadAccess Everyone
```
- NTFS perms arrive with /COPYALL — do not re-ACL.
- Old empty shares (Company, Users, "Folder Redirection", "Shared Folders" DFS root):
intentionally NOT recreated — zero bytes, no map/script references them.
### 3. QuickBooks Database Server Manager on TPS-SVR
- Install the QB DBSM matching the client's current QB year (ACL evidence: 27/28/31/34 =
2017/2018/2021/2024 — 2024 is presumably live; confirm the .QBW's version).
- Run DBSM -> scan `C:\Share\Quickbooks` -> confirm company file(s) found; it fixes
service-user ACLs itself.
- Firewall: DBSM installer opens its ports; verify QBDBMgrN service running.
### 4. Repoint the Q: drive GPP (GPMC on TPS-SVR)
Default Domain Policy -> User Configuration -> Preferences -> Windows Settings ->
Drive Maps -> Q: -> change path `\\tps-server\quickbooks` -> **`\\tps-svr\Quickbooks`**.
(persistent=0 + action=Update means every morning logon re-applies it — no per-PC work.)
Optional immediate test tonight: `gpupdate /force` + logoff/logon on one workstation,
open the company file on Q:, confirm multi-user mode works — while the old server is
still fully up. Zero-risk rollback window.
### 5. Enter the UDM Pro config (UniFi app, Pro LAN still ISOLATED)
Full detail in `udm-dhcp-plan.md`:
- LAN 192.168.1.1/24, domain tps.local
- DHCP pool 192.168.1.100199, DNS handed to clients: **.135, .125**
- 7 fixed-IP reservations (3 PCs, 3 Yealink phones, Dahua NVR)
- Content filtering / DNS Shield OFF
## TOMORROW MORNING — cable swap + test
1. Pull SonicWall (.1) and USG; patch the office switch into the UDM Pro LAN port.
2. On one workstation: `ipconfig /renew` -> expect SAME IP, gateway .1, DNS .135/.125,
internet up. (`nslookup tps.local` should answer from .135.)
3. Log users on normally -> Q: now maps to \\tps-svr\Quickbooks (GPP applies at logon).
4. Open QuickBooks on 2 workstations -> company file opens multi-user.
5. Phones: confirm dial tone / registration on all 3 Yealinks (reboot any that sulk).
6. NVR: confirm local UI (https://192.168.1.145) and remote/P2P view.
7. Spot-check internet + printing.
**Rollback (if the Pro misbehaves):** plug the SonicWall back in — nothing on the old
path was changed. Q:/shares work under either gateway since both servers are on the LAN.
## Explicitly OUT of scope for tomorrow (old server stays ON)
TPS-SERVER remains DC/DNS/CA until the AD migration completes: FSMO transfer, CA
migration (test `Backup-CARoleService` key export first), DNS role checks, demote +
power off, then shrink the DHCP DNS list to .135 only (or add .1). Do NOT power off
the old server after the file cutover — .125 is still second DNS and a live DC.