Files
claudetools/.claude/memory/feedback_cascades.md
Mike Swanson 0c000109dc chore(memory): consolidate scattered feedback/project/reference files
Compressed memory store 104 -> 71 files via four passes:

- Syncro: 19 scattered feedback_syncro_* files merged into 3 rule files
  (api/billing/workflow) + an on-demand feedback_syncro_history.md for
  incident detail, quotes, and tech/product ID tables.
- Four near-duplicate merges: Howard paste-safety, Pluto build server,
  Howard backend deferral, IX server access (ssh+tailscale).
- Per-cluster rule/state/history split applied to GuruConnect (2->1),
  Dataforth (3->2), Cascades (7->3), GuruRMM (13->3).
- New reference_resource_map.md: single auto-loaded cheatsheet for
  "do I have access to X and how do I connect from this machine?"
- MEMORY.md rewritten to match the new layout.

Health: broken backlinks 8->7, overlap clusters 12->5, orphans 17->0.
2026-06-01 16:25:45 -07:00

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2.6 KiB
Markdown

---
name: Cascades-specific operational rules (folder redirect, security groups)
description: Two active rules for Cascades work — (1) folder redirection (fdeploy) needs subfolders pre-created before first logon or it caches a failure forever; recovery via fix-shell-redirect.ps1; (2) always ASK which security group(s) a new user goes into — never auto-derive from OU. Root-cause / incident detail in project_cascades_history.md.
type: feedback
---
Current-state context: [[project_cascades]]. Root cause / incident detail: [[project_cascades_history]].
---
## 1. Folder redirection — pre-create subfolders BEFORE first logon
fdeploy caches failures and never retries if subfolders don't exist at first logon. "No changes detected" = stuck forever without manual intervention.
**Mandatory order for every new user:**
1. Create AD user.
2. Run `New-HomeFolder -Username "<sam>"` on **CS-SERVER** — creates root + Desktop / Documents / Downloads / Music / Pictures subfolders with correct ACL.
3. Add user to `SG-FolderRedirect`.
4. THEN first domain logon.
**Recovery (fdeploy already cached a failure):**
- Run `clients/cascades-tucson/scripts/fix-shell-redirect.ps1` via GuruRMM on the client **while the user is logged in**.
- Script sets both GUID-based and legacy-name registry keys (`Personal`, `My Music`, `My Pictures`) in `HKU\<SID>`.
- Folders must already exist on server — script doesn't create them.
- User logs off and on to pick up changes.
Why both GUID and legacy keys: Downloads has no legacy-name key (GUID alone suffices); Documents / Music / Pictures have both, and Windows reads the legacy key for the actual shell folder — GUID alone is insufficient.
---
## 2. ASK which security group(s) a new user goes into — never auto-derive
When creating or being asked to create any Cascades user account (AD or M365), always ask the user **which security group(s)** the new account should be a member of. Include it explicitly in the creation preview/confirmation alongside name, UPN, and OU — do not assume from OU, department, or job title.
**Why:** Howard explicitly declined an `OU=Caregivers``SG-Caregivers` auto-mirror script (2026-05-14). Security-group membership controls access and CA-policy coverage; he wants that to stay a deliberate, reviewed decision per user, never automated.
OU placement is mechanical (controls Entra Connect sync scope); group membership is an access-control decision and must be made consciously.
**Caregivers example:** account goes in `OU=Caregivers` (sync scope) AND must be deliberately added to `SG-Caregivers` (CA policy coverage) — two separate, intentional steps; neither auto-derived from the other.