Initial runbook repo: Open Dental SMB credential fix + conventions

- README: purpose, hand-typeable fetch usage, naming + placeholder conventions
- CONTRIBUTING: public-repo sanitization rule (procedures only, no particulars)
- _template.ps1: iex-safe script convention (Read-Host, no param, admin check)
- od-smb-cred.md: Open Dental SMB stored-credential fix
- cg-disable.ps1: standalone Credential Guard disable + reboot

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

.gitignore

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+.DS_Store

CONTRIBUTING.md

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+# Contributing (note-to-self)
+
+Solo-maintained. This file exists to keep future-me honest.
+
+## The rule
+
+**Procedures only. No particulars.**
+
+This repo is public-read. Anything that identifies a client or would let a
+reader act against a client environment goes to the private tier — **no
+exceptions.**
+
+Never commit:
+
+- Client / business names, site identifiers
+- Hostnames, IPs, subnets, SSIDs, MAC addresses
+- Usernames, account names, email addresses
+- Passwords, keys, tokens, connection strings, license keys
+- Screenshots, exports, logs, or config dumps containing any of the above
+
+Instead use placeholders: `<CLIENT>`, `<SERVER>`, `<SHARE>`, `<SHARE_USER>`,
+`<USER>`, `<PASSWORD>`. Filled-in versions live in the **private tier**
+(private repo or Bitwarden secure note).
+
+## Where things go
+
+| Content | Home |
+|---|---|
+| Generic procedure with placeholders | **This repo** |
+| Anything needing a credential | Private tier |
+| Client-specific config / values | Private tier |
+| Any identifying detail | Private tier |
+
+If a step can't be written without a real particular, it doesn't belong here —
+split the particular out to the private tier and reference it as a placeholder.
+
+## Before every commit
+
+1. Re-read the diff. Would a stranger learn *who* the client is, or *how to
+   reach* their systems? If yes, stop.
+2. No real hostnames/IPs/users/passwords — placeholders only.
+3. No screenshots or pasted output with real data.
+4. Scripts prompt for client-specifics at run time; they don't hard-code them.
+
+## Scripts
+
+Follow [`_template.ps1`](_template.ps1):
+
+- Prompt for placeholders with `Read-Host` — no editing before running, no
+  `param()` (can't pass args through `irm | iex`).
+- Safe to run via `irm <url> | iex` from our own server.
+- Confirm before anything destructive or that reboots.
+- Check for admin explicitly (`#Requires` is not enforced under `iex`).

README.md

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+# rb — runbooks
+
+Generic, reusable IT procedures and scripts for MSP field work. Fetched onto
+client workstations during on-site work with short, hand-typeable commands.
+
+> [!WARNING]
+> **This repository is PUBLIC-READ.** It must never contain client-identifying
+> information — no client names, hostnames, IPs, usernames, credentials, or
+> screenshots. Procedures with placeholders **only**. See
+> [CONTRIBUTING.md](CONTRIBUTING.md) for the sanitization rule.
+
+## Using a runbook
+
+Fetch and read on the target workstation:
+
+```powershell
+irm https://gitea.ivangodwin.com/ops/rb/raw/branch/main/<file> | more
+```
+
+Run an executable runbook script directly:
+
+```powershell
+irm https://gitea.ivangodwin.com/ops/rb/raw/branch/main/<file>.ps1 | iex
+```
+
+Scripts prompt for anything client-specific via `Read-Host` — nothing to edit
+before running. See [`_template.ps1`](_template.ps1) for the convention.
+
+## Naming
+
+Flat repo, short filenames, light category prefixes so URLs stay
+hand-typeable:
+
+| Prefix | Domain |
+|---|---|
+| `win-` | Windows workstation / server |
+| `m365-` | Microsoft 365 / Entra |
+| `od-` | Open Dental |
+| `net-` | Networking |
+| `_` | Meta / templates (not a runbook) |
+
+## Placeholder conventions
+
+Fill these from the private tier (private repo or Bitwarden secure note) at
+run time — never commit filled-in values.
+
+| Placeholder | Meaning |
+|---|---|
+| `<CLIENT>` | Client / site identifier |
+| `<SERVER>` | Server hostname |
+| `<SHARE>` | Share name |
+| `<SHARE_USER>` | Local account used for share access |
+| `<USER>` | End-user account |
+| `<PASSWORD>` | From password manager — never written to a file |
+
+## Contents
+
+| File | Purpose |
+|---|---|
+| [`od-smb-cred.md`](od-smb-cred.md) | Open Dental SMB share — stored-credential fix |
+| [`cg-disable.ps1`](cg-disable.ps1) | Disable Credential Guard, then reboot (prompts to confirm) |
+
+## Tiers
+
+- **This repo (public):** generic procedures, placeholders only.
+- **Private tier:** filled-in, client-specific versions — private repo or
+  Bitwarden secure notes. Never here.
+
+This repo also serves as the raw source for Intune remediation scripts and as
+documented-procedures evidence for E&O / cyber insurance.

_template.ps1

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+<#
+.SYNOPSIS
+  One-line description of what this runbook script does.
+
+.DESCRIPTION
+  Longer context: symptom it addresses, what it changes, whether it reboots.
+
+.NOTES
+  Convention for scripts in this repo — designed to run via:
+      irm https://gitea.ivangodwin.com/ops/rb/raw/branch/main/<file>.ps1 | iex
+
+  Because `irm | iex` runs in the caller's session:
+    - No param() block — you can't pass args through the pipe. Prompt with
+      Read-Host instead.
+    - #Requires is NOT enforced under iex — check for admin manually below.
+    - Keep it self-contained: no external module installs, no dot-sourcing.
+
+  PUBLIC REPO: placeholders only. Never hard-code a client, host, user, or
+  secret. Prompt for them at run time.
+#>
+
+$ErrorActionPreference = 'Stop'
+
+# --- Admin check (do not rely on #Requires under iex) ---
+$isAdmin = ([Security.Principal.WindowsPrincipal] `
+    [Security.Principal.WindowsIdentity]::GetCurrent()
+  ).IsInRole([Security.Principal.WindowsBuiltinRole]::Administrator)
+if (-not $isAdmin) {
+    Write-Warning 'This script needs an elevated PowerShell session. Re-run as Administrator.'
+    return
+}
+
+Write-Host '== <SCRIPT TITLE> ==' -ForegroundColor Cyan
+
+# --- Prompt for placeholders (no param block; iex-safe) ---
+$server    = Read-Host 'Server hostname   <SERVER>'
+$shareUser = Read-Host 'Share account     <SHARE_USER>'
+# For secrets, use -AsSecureString and never echo or persist them:
+# $secure  = Read-Host 'Password        <PASSWORD>' -AsSecureString
+
+# --- Confirm before destructive / disruptive actions ---
+Write-Host ''
+Write-Host "About to: <describe the change> on $server" -ForegroundColor Yellow
+if ((Read-Host 'Proceed? (y/N)') -ne 'y') {
+    Write-Host 'Aborted. No changes made.'
+    return
+}
+
+# --- Do the work ---
+try {
+    # ... the actual commands ...
+    Write-Host 'Done.' -ForegroundColor Green
+}
+catch {
+    Write-Warning "Failed: $($_.Exception.Message)"
+    return
+}
+
+# --- If a reboot is required, confirm separately ---
+# if ((Read-Host 'Reboot now to apply? (y/N)') -eq 'y') { shutdown /r /t 0 }

cg-disable.ps1

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+<#
+.SYNOPSIS
+  Disable Windows Credential Guard, then reboot (prompts to confirm).
+
+.DESCRIPTION
+  Credential Guard blocks replay of saved Credential Manager entries — the
+  classic "works after a manual Explorer connect, breaks on restart" SMB
+  symptom. This clears the VBS/Credential Guard flags and reboots to apply.
+
+  Enabled by default on Windows 11 22H2+ on entitled SKUs (Enterprise /
+  Business), not plain Pro.
+
+.NOTES
+  Run via:  irm https://gitea.ivangodwin.com/ops/rb/raw/branch/main/cg-disable.ps1 | iex
+  Referenced by od-smb-cred.md, Step 3.
+
+  If Credential Guard is still running after reboot, it was enabled with a
+  UEFI lock (needs the bcdedit / physical-presence removal), or MDM policy is
+  re-enabling it — align with the environment baseline instead of fighting it
+  locally.
+#>
+
+$ErrorActionPreference = 'Stop'
+
+$isAdmin = ([Security.Principal.WindowsPrincipal] `
+    [Security.Principal.WindowsIdentity]::GetCurrent()
+  ).IsInRole([Security.Principal.WindowsBuiltinRole]::Administrator)
+if (-not $isAdmin) {
+    Write-Warning 'This script needs an elevated PowerShell session. Re-run as Administrator.'
+    return
+}
+
+Write-Host '== Disable Credential Guard ==' -ForegroundColor Cyan
+Write-Host 'This clears the LsaCfgFlags / DeviceGuard Credential Guard flags and reboots.' -ForegroundColor Yellow
+if ((Read-Host 'Proceed? (y/N)') -ne 'y') {
+    Write-Host 'Aborted. No changes made.'
+    return
+}
+
+try {
+    reg add "HKLM\SYSTEM\CurrentControlSet\Control\Lsa" `
+        /v LsaCfgFlags /t REG_DWORD /d 0 /f | Out-Null
+    reg add "HKLM\SYSTEM\CurrentControlSet\Control\DeviceGuard\Scenarios\CredentialGuard" `
+        /v Enabled /t REG_DWORD /d 0 /f | Out-Null
+    Write-Host 'Flags cleared.' -ForegroundColor Green
+}
+catch {
+    Write-Warning "Failed to write registry: $($_.Exception.Message)"
+    return
+}
+
+Write-Host ''
+Write-Host 'A reboot is required. After reboot, re-run msinfo32 and confirm' -ForegroundColor Yellow
+Write-Host 'Credential Guard is no longer listed under Virtualization-based security.' -ForegroundColor Yellow
+if ((Read-Host 'Reboot now? (y/N)') -eq 'y') {
+    shutdown /r /t 0
+} else {
+    Write-Host 'Skipped reboot. Changes apply on next restart.'
+}

od-smb-cred.md

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+# Runbook: Open Dental SMB Share Access — Stored Credential Fix
+
+**Applies to:** Entra-joined Windows workstation accessing an Open Dental A-to-Z share on a standalone (non-domain, non-Entra) server via local SAM credentials.
+**Symptom:** Open Dental cannot reach `\\<SERVER>\<SHARE>` after workstation restart; works after manually connecting via File Explorer.
+**Root causes covered:** missing/stale stored Windows credential; Credential Guard blocking saved credential replay; elevated process not seeing user-session credentials.
+
+**Placeholders:**
+
+| Placeholder | Meaning |
+|---|---|
+| `<SERVER>` | Application server hostname |
+| `<SHARE>` | Share name (e.g. OpenDentImages) |
+| `<SHARE_USER>` | Local account on `<SERVER>` used for share access |
+| `<PASSWORD>` | From password manager — never stored in this file |
+
+---
+
+## 1. Confirm identity of the machine
+
+```
+hostname
+```
+
+Verify you're on the machine you think you're on before changing anything.
+
+## 2. Check Credential Guard status
+
+```
+msinfo32
+```
+
+System Summary → **Virtualization-based security Services Running**
+
+- Credential Guard **not listed** → skip to Step 4
+- Credential Guard **listed** → do Step 3
+
+> Context: Credential Guard blocks the replay of saved "Windows credentials" from Credential Manager. Symptom is exactly "works after manual Explorer connect, breaks on restart." Enabled by default on Windows 11 22H2+ on entitled SKUs (Enterprise/Business), not plain Pro.
+
+## 3. Disable Credential Guard (ONLY if running)
+
+Fastest, from an **elevated** PowerShell:
+
+```
+irm https://gitea.ivangodwin.com/ops/rb/raw/branch/main/cg-disable.ps1 | iex
+```
+
+It confirms, clears the flags, and prompts to reboot.
+
+Offline / manual equivalent (elevated PowerShell or Command Prompt):
+
+```
+reg add "HKLM\SYSTEM\CurrentControlSet\Control\Lsa" /v LsaCfgFlags /t REG_DWORD /d 0 /f
+reg add "HKLM\SYSTEM\CurrentControlSet\Control\DeviceGuard\Scenarios\CredentialGuard" /v Enabled /t REG_DWORD /d 0 /f
+shutdown /r /t 0
+```
+
+After reboot: re-run msinfo32 and confirm Credential Guard is no longer listed, then continue.
+
+> If it's still running after reboot, it was enabled with UEFI lock — requires the bcdedit/physical-presence removal procedure. Also check whether MDM policy is re-enabling it; align with the environment's baseline rather than fighting it locally.
+
+## 4. Review existing stored credentials
+
+Regular (NON-elevated) Command Prompt, logged in as the user who runs Open Dental:
+
+```
+cmdkey /list
+```
+
+- Record any entries for `<SERVER>` (by hostname or IP) before deleting.
+- Delete existing entries for the server:
+
+```
+cmdkey /delete:<SERVER>
+```
+
+Repeat for IP-based entries if present. Duplicate entries for the same server (hostname + IP) cause intermittent 1219-style conflicts — clear all of them.
+
+## 5. Add the credential
+
+Same non-elevated prompt (elevated prompts write to the wrong credential vault):
+
+```
+cmdkey /add:<SERVER> /user:<SERVER>\<SHARE_USER> /pass:"<PASSWORD>"
+```
+
+Quote the password if it contains special characters.
+
+## 6. Verify it stored
+
+```
+cmdkey /list
+```
+
+Expect an entry with `Target: <SERVER>`.
+
+## 7. Cold test
+
+```
+shutdown /r /t 0
+```
+
+Log in as the Open Dental user. Launch Open Dental **directly — do not open Explorer or touch the share first.**
+Open the Imaging module → confirm images load.
+
+**PASS → done.** Record results.
+
+## 8. If Step 7 fails — isolate
+
+```
+dir \\<SERVER>\<SHARE>
+```
+
+| Result | Meaning | Action |
+|---|---|---|
+| `dir` fails | Stored credential not being used | `cmdkey /list` — confirm entry survived reboot; re-check msinfo32 for Credential Guard |
+| `dir` works, Open Dental doesn't | Open Dental launching elevated | Shortcut → Properties → Advanced → uncheck "Run as administrator"; also check Compatibility tab. Retest. If elevation is required, set `EnableLinkedConnections` (HKLM\SOFTWARE\Microsoft\Windows\CurrentVersion\Policies\System, DWORD=1) and reboot. |
+
+## Fleet comparison (optional, ~2 min)
+
+On a known-working workstation:
+
+```
+cmdkey /list
+```
+
+Record what it stores for `<SERVER>` — documents the fleet's credential state and reveals inconsistencies (per-machine manual setups, stale accounts).
+
+---
+
+## Notes
+
+- The Open Dental A-to-Z path stored in Setup → Data Paths is **global** (database-stored). The "Path override for this computer" field is per-workstation. Never change the global path to a mapped drive letter to fix one machine.
+- Prefer a dedicated low-privilege local account on `<SERVER>` scoped to the share only — not an administrative account.
+- Rotating the share account's password silently breaks stored credentials on every workstation using it. Inventory which machines hold it (Step 4 on each) before rotating.