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Public Documents

DTC MSA Security Baseline

Intro to DTC's Knowledge Base

06/10/2025 Nate Smith

Workstation Lifecycle: The Image Playbook

DTC's Client Portal Public Resources

HaloPSA Agent Handbook

ZeroTier

AI Assisted Documenting

Intro to DTC's Knowledge Base

Tips & Tricks to use AI for faster documenting!

Clients in HaloPSA

HaloPSA Agent Handbook

Client Financials

HaloPSA Agent Handbook

Capture

Workstation Lifecycle: The Image Playbook

Restore

Workstation Lifecycle: The Image Playbook

Deploy

Workstation Lifecycle: The Image Playbook

Contractors

HaloPSA Agent Handbook

Organization Financials

HaloPSA Agent Handbook

Transfer FSMO Roles Using NTDSUTIL - Windows Server

On any domain controller, click Start, click Run, type Ntdsutil in the Open box, and then click OK. ​Microsoft Windows [Version 5.2.3790] (C) Copyright 1985-2003 Microsoft Corp. C:\WINDOWS>ntdsutil ntdsutil: Type roles, a...

Windows
Server
Active Directory

Overview

DTC MSA Security Baseline

1. Purpose This policy outlines DTC’s baseline security protections that can be universally applied with minimal end-user impact. These protections represent the default security posture DTC offers across systems, while additional or advanced protections ma...

5.1 Identity Management

DTC MSA Security Baseline

5.1 Identity Management User Lifecycle Management: a. Provision unique identifiers for all users and devices.​ b. Deactivate user accounts after 1 year of inactivity.​ c. Disable local administrator accounts after 90 days of inactivity.​ ...

5.2 Compute Resources

DTC MSA Security Baseline

5.2 Compute Resources Role-Based Access Control (RBAC): a. DTC retains and manages credentials for Built-In Administrator, Domain Administrator, and dtcadminaccounts.​ b. DTC creates unique administrator accounts for client-designated decision-m...

5.5 Workstations & Endpoints

DTC MSA Security Baseline

5.5 Workstations & Endpoints Configuration Standards: a. Disable Windows Management Instrumentation (WMI), PowerShell, and Secure Shell (SSH) on workstations. SSH may be temporarily enabled by a DTC technician for troubleshooting and disabled upon ...

6. Additional Services and Clarifications

DTC MSA Security Baseline

6. Additional Services and Clarifications This Baseline Security Protections Policy outlines the standard security measures implemented by DTC. Services or protections not specified herein fall into the following categories:​ Additional Add-Ons: Some s...

5.4 Network Security

DTC MSA Security Baseline

5.4 Network Security a. All remote access is delivered via a Console Remote Access Solution or Network Remote Access solution (i.e., overlay network tunnels) with a Multi-Factor Authentication (MFA) enforcement feature for each end user. b. DTC con...

5.3 Data Protection

DTC MSA Security Baseline

5.3 Data Protection Endpoints: a. Encrypt all Windows servers equipped with a Trusted Platform Module (TPM) using BitLocker with default settings.​ b. Encrypt all Storage Area Networks (SANs) utilizing their latest firmware's default encryptio...

Glossary

DTC MSA Security Baseline

Glossary of Abbreviations ACL: Access Control List​Cyber Readiness Center+1HackerCombat+1 ADUC: Active Directory Users and Computers​cloudsecurelab.github.io+6Interlaced+6Webopedia+6 AES: Advanced Encryption Standard​ API: Application Progr...

Vendor Security & Technical Requirements

Overview DTC Inc. holds all vendors to a high standard, especially those providing products, platforms, or services critical to our operations, client delivery, or infrastructure. This document outlines our baseline requirements for security, technical intero...

🧠 Guide: How to Create AI Assisted Knowledge Base Articles in Bookstack

Intro to DTC's Knowledge Base AI Assisted Documenting

📘 Purpose This guide helps DTC team members properly document and migrate non-client-specific technical knowledge into Bookstack. This ensures consistent formatting, easy access, and high value for internal teams. Note: Bookstack is the official place for gen...

🧪 Generalize "Re-Used" Images

Workstation Lifecycle: The Image Playbook Deploy

1. 🛠️ Manual Prep: Enter Audit Mode First Before proceeding with automation, you'll need to enter System Audit Mode: Open Terminal, PowerShell, or Command Prompt as Administrator. Run the following to clear or set the Administrator password: net user administ...

🧭 End-to-End Workstation Deployment Process

Workstation Lifecycle: The Image Playbook

Introduction Workstation Lifecycle: The Image Playbook is DTC’s no‑nonsense recipe for shepherding a workstation from “in production” to “on the shelf” without data‑loss drama. The whole flow is anchored by MSP360 Backup, steered through a single NinjaRMM scr...

Welcome To The DTC Client Portal

DTC's Client Portal Public Resources

“Simplicity breeds security.” Imagine opening a book that promises to make the complex world of IT support feel as effortless as turning a page. That’s exactly what the DTC Client Portal is designed to do for you and your team. Why this portal exists Our sing...

DTC Client Portal — End-User & Technician Guide

DTC's Client Portal Public Resources

Last updated 2025-06-17 1  |  What you see after sign-in UI element Purpose Quick tip Global search bar (top-centre) Search tickets, knowledge-base articles and FAQs. Enter a keyword such as printer offline or a ticket number. Tile grid (8 large but...

Client Portal FAQ

DTC's Client Portal Public Resources

Getting Started What is the Client Portal? The Client Portal is your all-in-one platform to submit support tickets, communicate with our team, access helpful resources, and request IT services or solutions — all in one place. How do I access the Client Portal...

Client "Top Level"

HaloPSA Agent Handbook Clients in HaloPSA

What Is “Top Level” in HaloPSA? Definition “Top Level” is a custom, extra organizational field in HaloPSA that lets you group Clients however you like. How We Use It at DTC We combine two pieces of information into every client’s Top Level: Industry (e.g....

Tax Rules

HaloPSA Agent Handbook Client Financials

1. What a Tax Rule IsTax Rule (HaloPSA) – an automation that, at the instant an invoice is saved or regenerated, evaluates defined conditions (Top Level, Item Group, etc.) and writes the correct tax onto each invoice line.Essentials• Runs only on Save / Regene...

Capture With MSP360

Workstation Lifecycle: The Image Playbook Capture

In our workstation lifecycle strategy, the Capture phase ensures every device has a valid, restorable image leading up to its scheduled replacement. We automate this through MSP360 and a custom script deployed via NinjaRMM, enabling us to capture the current s...

Restore From Cloud At Ridgebrook

Workstation Lifecycle: The Image Playbook Restore

🔧 Bare Metal Recovery from MSP360 (Staging Backup) 1. Boot into BIOS Setup Boot into the BIOS and make the following config changes: 1A. Disable Secure Boot - select Boot Configuration and turn the slider OFF to disable secure boot. Click Yes to confirm. ...