Mike Swanson
0c3c659903
- Quantum (new client log): pulled Sheila's email via Graph, posted Intermedia->M365 migration update (emailed), set #32323 In Progress - Root: /mailbox skill (ACG M365 read + gated send-as) built, verified, distributed (f8c00d3); autotask.md gitignored (b22de6c) - Tohono: #32328 -> Waiting on Customer Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
3.8 KiB
Session Log: 2026-05-27 — Quantum Wealth Management
User
- User: Mike Swanson (mike)
- Machine: GURU-5070
- Role: admin
Session Summary
Worked Syncro ticket #32323 "Mail migration planning" (Quantum Wealth Management, customer_id 7088747). Sheila Peress forwarded an email to Mike; pulled it from Mike's M365 mailbox via Microsoft Graph. The email — FW: Intermedia Concern [#SR-150626] (2026-05-27) — forwarded a reply from IFG Software Support (softwaresupport@ifgsd.com) confirming that Intermedia runs a fully cloud-hosted Exchange (HEX) service, that Microsoft is phasing out support for HEX accounts, and that IFG is therefore phasing out Intermedia and recommending offices migrate their email off it (to Microsoft 365). Sheila's note: "Please talk with Jen Curry. I guess you were onto something."
Posted a customer-visible, emailed update to #32323 acknowledging the forwarded note, confirming that migrating to Microsoft 365 is the right move, and that Mike has scheduled an online meeting with Jennifer (Jen) Curry to plan the migration from Intermedia to M365. Set the ticket to In Progress. The intent of the update was to reassure Sheila that ACG is actively on the task.
Key Decisions
- Customer-visible + emailed update (not internal) — Mike wanted Sheila to see ACG is on task.
- Confirmed migration direction: Intermedia (HEX) → Microsoft 365 — validated by IFG's own guidance that Microsoft is dropping HEX support; this matches the concern Mike had already raised.
- Jen Curry (IFG) is the migration coordinator — Sheila explicitly directed us to her; Mike scheduled an online meeting with her.
Configuration Changes
- No repo changes for this client. Syncro ticket update only.
Credentials & Secrets
- No new client credentials. Mike's mailbox read via the shared Graph app (vault
msp-tools/claude-msp-access-graph-api.sops.yaml) — see the root 2026-05-27 log for the/mailboxskill detail.
Infrastructure & Servers
- Email platform (current): Intermedia — fully cloud-hosted Exchange (HEX). Being migrated to Microsoft 365.
- Contacts: Sheila Peress (sheila@quantumwms.com — Licensed Insurance Associate / Admin Assistant to John Velez); John Velez (john@quantumwms.com — Financial Advisor; primary on the Datto account). Office: 14025 N Speckled Burro Lane, Marana AZ 85658; 520.445.8004.
- IFG (broker-dealer / software support): softwaresupport@ifgsd.com. Jennifer "Jen" Curry — migration coordinator at IFG. "Jarod" also referenced at IFG. IFG support ref SR-150626.
Commands & Outputs
- Mailbox read: Graph
GET /users/mike@azcomputerguru.com/messages?$search="from:sheila@quantumwms.com"(app fabb3421, ACG tenant) → found FW: Intermedia Concern [#SR-150626], 2026-05-27 13:55. - Ticket update:
POST /tickets/111056440/comment(hidden false, do_not_email false) → comment id413437310(emailed to Sheila). Bot alert posted. - Status:
PUT /tickets/111056440{"status":"In Progress"}→ In Progress. Bot alert posted.
Pending / Incomplete Tasks
- Online meeting with Jen Curry (IFG) — Mike scheduled it; discuss/plan the Intermedia → M365 migration. Then scope and execute the mailbox migration.
- John Velez consent (carried) — the M365/migration work likely needs John Velez's sign-off (he's primary). Confirm before cutover.
- Keep #32323 updated as the plan and timing firm up.
Reference Information
- Ticket: #32323 (id 111056440), customer_id 7088747 — https://computerguru.syncromsp.com/tickets/111056440 — comment id 413437310.
- Source email: Sheila Peress (sheila@quantumwms.com), "FW: Intermedia Concern [#SR-150626]", 2026-05-27 13:55, forwarding IFG Software Support (softwaresupport@ifgsd.com).
- Wiki: wiki/clients/quantumwms.md.