Knowledge Base

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Baseline network diagram requirements

## Overview Diagrams are **living documents**, not marketing wallpaper. Minimum set speeds triage and renewal conversations. ## Layers - **Physical**...
client-onboarding-offboarding msp seed-library
Sep 20, 2024 Read more →

Credential vault import hygiene

## Overview Imports from spreadsheets, **LastPass exports**, or prior MSP dumps land with **weak entropy**, duplicated entries, and **wrong URLs**. #...
client-onboarding-offboarding msp seed-library
Sep 19, 2024 Read more →

Global admin transition from prior MSP

## Overview Taking **Global Administrator** or equivalent is adversarial diplomacy with the outgoing MSP—assume good faith but **verify**. ## Precond...
client-onboarding-offboarding msp seed-library
Sep 18, 2024 Read more →

Technical onboarding discovery questionnaire

## Overview A structured **discovery** reduces ugly surprises after the MSA is signed. Customize per vertical but keep a **core spine** reusable. ##...
client-onboarding-offboarding msp seed-library
Sep 17, 2024 Read more →

End-of-support OS migration risk letter

## Overview Clients defer OS upgrades until **insurance** or **compliance** forces change. A signed **risk letter** clarifies **who owns residual risk...
servers-storage-virtualization msp seed-library
Sep 16, 2024 Read more →

datacenter smart hands ticket template

## Overview Remote hands tickets fail when **ambiguous**. Template enforces **site, cage, hours, photos, and kill switch**. ## Required fields - Site...
servers-storage-virtualization msp seed-library
Sep 15, 2024 Read more →

Physical server warranty and parts stocking

## Overview **Same-day parts** contracts differ: courier, response window, **data-center vs office closet** location clauses. ## Inventory Critical *...
servers-storage-virtualization msp seed-library
Sep 14, 2024 Read more →

Docker host security baseline reminders

## Overview **Docker hosts** are multi-tenant condensation points—**daemon socket** exposure equals root everywhere. ## Baseline - Latest **supported...
servers-storage-virtualization msp seed-library
Sep 13, 2024 Read more →

Linux patch reboot coordination with apps

## Overview **Kernel patches** often need reboot; Docker hosts and **in-memory DB** clusters complicate sequencing. ## Process 1. **Needs-restarting*...
servers-storage-virtualization msp seed-library
Sep 12, 2024 Read more →

UPS load test and firmware cadence

## Overview **UPS** units age; batteries **derate**. Annual **load test** proves runtime claims; firmware fixes **transfer bugs**. ## Test procedure...
servers-storage-virtualization msp seed-library
Sep 11, 2024 Read more →

SAN multipathing verification steps

## Overview **Multipathing** (MPIO or vendor DSM) provides **redundant fabrics**. Half-configured path = **silent single point of failure** until rebo...
servers-storage-virtualization msp seed-library
Sep 10, 2024 Read more →

VM anti-affinity and host patching order

## Overview **Anti-affinity** rules keep clustered roles or **SQL AG** nodes on separate hypervisor hosts; patching order preserves **quorum** and per...
servers-storage-virtualization msp seed-library
Sep 9, 2024 Read more →