Add GE-Enforce guide: concepts, shopdb plugin, imaging-time integration
docs/GE-ENFORCE.md - operator-facing guide grounded in the real engine + manifests (Fable-verified analysis): how GE-Enforce works (preinstall vs runtime phases, the enforce loop, manifest scopes/entries, self-heal detection, gates, enrollment), WHEN it installs/takes over in the imaging timeline (preinstall at imaging -> GE-Enforce laid down -> enrollment provisions creds -> runtime enforcement from first logon), how the shopdb plugin manages it (Manifests authoring + contextual targeting + simulate + publish/rollback + Export to Share Milestone 1, Enforcement Reports), day-to-day IT tasks, and a reference index. Complements GE-ENFORCE-CLIENT.md (client contract) and the proposal (plan). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
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# GE-Enforce: concepts, the shopdb plugin, and imaging-time integration
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This guide explains how GE-Enforce works, how the shopdb `geenforce` plugin
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manages it, and when GE-Enforce installs and takes over during the imaging
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process. It is written for site IT.
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It pairs with two companion docs:
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- `docs/GE-ENFORCE-CLIENT.md` - the client fetch/report contract + the reference
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PowerShell kit (`plugins/geenforce/client/`).
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- `docs/proposals/ge-enforce-plugin.md` - the design/plan and the staged cutover.
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The ground truth for behavior is the engine itself
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(`Install-FromManifest.ps1`) and the on-share manifests; this guide describes
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what they do, it does not replace them.
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---
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## 1. What GE-Enforce is
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GE-Enforce is a **desired-state enforcement** system for shopfloor PCs. Instead
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of a one-time install during imaging, it continuously makes each PC match a
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declared list of what should be installed - and RE-installs anything that drifts
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(uninstalled, corrupted, or overwritten). It is the shopfloor equivalent of a
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lightweight, air-gapped-friendly configuration-management agent.
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Two things make up the system:
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1. **The engine + dispatcher on each PC** - PowerShell that reads a manifest and
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enforces it every logon and periodically.
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2. **The manifests** - JSON files that declare, per imaging PC type, what to
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install / copy / write and how to detect whether it is already correct.
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The shopdb `geenforce` plugin adds a third piece: it lets you **author, publish,
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and version those manifests in shopdb** (instead of hand-editing JSON on a file
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share) and **see what every PC actually did** (fleet compliance reporting).
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---
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## 2. How GE-Enforce works (the framework)
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### 2.1 Two phases
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Every shopfloor PC is governed in two distinct phases:
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| Phase | When | Runs what | Purpose |
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|---|---|---|---|
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| **Preinstall** | ONCE, at imaging | `preinstall.json` (via the imaging `00-PreInstall` step) | Day-zero foundation: PowerShell 7, the VC++ redistributable matrix, Oracle Client, Adobe Reader, HostExplorer, serial drivers, etc. "Install once at imaging, no drift correction." |
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| **Runtime** | EVERY logon + periodically | `common/manifest.json` then the PC's `gea-shopfloor-<type>/manifest.json` | Ongoing enforcement + self-heal: app versions, config-file drift, registry drift, per-cycle scripts (asset report, VNC firewall, EventSaver), version-gated installs. |
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The two phases share the SAME entry schema but are run by different runners.
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Preinstall is a one-shot at imaging; runtime is the continuous enforcement loop.
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### 2.2 The runtime loop, step by step
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On each cycle (`GE-Enforce.ps1` on the PC):
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1. Read the PC's identity from `C:\Enrollment\` (see 2.4).
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2. Look up the SFLD share credential in the registry and **mount the share**
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(SYSTEM cannot reach the share as its computer account, so it mounts as the
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provisioned SFLD user - `net use W: ...`). If no credential yet, exit 0 and
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retry next cycle (Azure DSC has not provisioned it).
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3. Run the engine (`Install-FromManifest.ps1`) against `common/manifest.json`,
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then against `gea-shopfloor-<pctype>/manifest.json`. Common runs first so
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shared prerequisites (e.g. Oracle Client) land before type-specific apps that
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depend on them.
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4. Write a status file back to the share (and, in the shopdb model, POST a
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report - see 4.3).
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Every failure is non-fatal (exit 0) so a network blip or a not-yet-provisioned
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credential never blocks or breaks a PC.
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### 2.3 The manifest: scopes and entries
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A manifest is `{ "Version", "_comment", "Applications": [ entry, ... ] }`. Each
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imaging PC type is a **scope** with its own manifest, plus the fleet-wide
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`common` scope:
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- `common` - runs on EVERY PC type; entries use a `PCTypes` filter to target
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subsets (e.g. "EventSaver on collections + heattreat, but not CMM").
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- `gea-shopfloor-collections`, `-nocollections`, `-cmm`, `-keyence`, `-common`
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(lab/timeclock), `-genspect`, `-heattreat`, `-partmarker`, `-waxtrace` - each
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runs only on PCs of that type, so its entries usually do NOT set `PCTypes`
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(the manifest already only runs there). Keyence is the exception: it uses
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`PCTypes` for hardware SUBTYPE targeting (`keyence-vr6000` vs `keyence-vr3000`).
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Each **entry** declares one action. Its `Type` picks the action:
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| Type | Action |
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|---|---|
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| MSI / EXE / CMD / BAT | run an installer with `InstallArgs` |
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| PS1 | run a script from the share |
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| INF | install a driver via `pnputil` |
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| File | copy `Source` -> `Destination` |
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| Registry | write a value |
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### 2.4 Self-heal via detection
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Every entry has a `DetectionMethod` that decides whether the action fires:
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| Method | Means "already correct" when... |
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|---|---|
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| Registry | the key/value exists (optionally equals a value) |
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| File | the file exists |
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| FileVersion | the file's version equals an exact 4-part string |
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| Hash | the file's SHA256 matches (case-insensitive) |
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| MarkerFile | a marker file exists (the engine writes it after a clean install) |
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| ValueMatches | a registry value equals the entry's target |
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| pnputil | a driver matching a pattern is present |
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| Always / (none) | fires EVERY cycle (used for per-cycle scripts) |
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If detection says "not correct," the action runs. That is the self-heal: delete
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`DncMain.exe` and next cycle re-installs eDNC; corrupt a config file whose Hash
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no longer matches and next cycle re-copies it. **Entry order is execution
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order** - config-restore entries sit AFTER their installer so a mid-cycle vendor
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overwrite is healed on the same cycle.
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### 2.5 Targeting gates (all ANDed)
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An entry can be narrowed by any combination of:
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- `PCTypes` - which PC types (alias-aware: old names like `Standard` map to
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`collections`/`nocollections`/`common`). Fleet-wide `common` uses this heavily.
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- `TargetHostnames` - specific hostnames (supports `*` wildcards).
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- `TargetMachineNumbers` - specific bay machine numbers (e.g. Okuma bays).
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- `_CmmVersion` - CMM PCs only: install only on bays resolved to that PC-DMIS
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version (requires engine lib >= 2.6).
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- `PCTypesStrict` - disables alias expansion (PREINSTALL runner only; the runtime
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engine ignores it).
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Different PC types have different niche gates: CMM uses a version gate, Keyence a
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model subtype, Collections per-bay machine numbers. The shopdb editor shows only
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the gates a given scope actually uses (see 4.1).
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### 2.6 What the PC needs to know about itself (enrollment)
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The runtime engine reads the PC's identity from `C:\Enrollment\`:
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- `pc-type.txt` / `pc-subtype.txt` - the imaging PC type (which scope to run).
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- `machine-number.txt` - the bay number (the eDNC/DNC registry value wins if
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present; the txt is the fallback). `9999` = placeholder/skip.
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- `cmm/version.txt` - CMM bays only: the resolved PC-DMIS version for `_CmmVersion`.
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- `site-config.json` - the share root and site settings.
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- SFLD credentials at `HKLM:\SOFTWARE\GE\SFLD\Credentials` - provisioned by
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Azure DSC after enrollment (this is what gates the runtime phase starting).
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---
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## 3. When GE-Enforce installs / takes over (the imaging timeline)
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This is the "when to implement it during imaging" question. The order is:
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```
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PXE image applied
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v
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[1] PREINSTALL (00-PreInstall-* runs preinstall.json ONCE)
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- foundational software: PowerShell 7, VC++ redists, Oracle Client,
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Adobe Reader, HostExplorer, serial drivers, Display kiosk app, ...
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- these are the things later runtime apps depend on
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v
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[2] GE-ENFORCE ITSELF is laid down during imaging
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- the dispatcher (GE-Enforce.ps1), the engine lib (Install-FromManifest.ps1),
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and a scheduled task (at-logon + periodic) are placed on the PC as part
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of the image / common bootstrap
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v
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[3] ENROLLMENT
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- C:\Enrollment\* written: pc-type, machine number, cmm version, site-config
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- Azure DSC provisions the SFLD share credential in the registry
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v
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[4] FIRST LOGON -> RUNTIME ENFORCEMENT BEGINS
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- the scheduled task runs GE-Enforce.ps1: mount share, run common + the
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PC-type manifest, install/self-heal, report
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- repeats every logon + periodically forever after
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```
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Key points on timing:
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- **Preinstall (step 1) is the imaging-time install.** Put anything that must
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exist before first logon, or that never needs drift correction, here (runtimes,
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redistributables, drivers). It runs once and is done.
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- **Runtime enforcement (step 4) does not start until enrollment (step 3)
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provisions the SFLD credential.** Before that, GE-Enforce exits 0 each cycle
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and waits. So a freshly imaged PC that is not yet enrolled is inert, by design.
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- **The engine lib version matters.** `_CmmVersion` gating needs lib >= 2.6 on
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the PC; deploy the lib before a manifest that uses it.
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- Some apps appear in BOTH phases: preinstalled at imaging for day-zero, then
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carried by a runtime entry so drift is corrected later (Oracle, UDC, Adobe,
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HostExplorer, Defect Tracker).
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Rule of thumb: **imaging-time (preinstall) = foundation that must be there or
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never drifts; runtime = everything that needs to stay correct over the PC's
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life.**
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---
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## 4. How the shopdb plugin manages this
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The `geenforce` plugin turns the manifest from hand-edited JSON on a share into
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shopdb data you author, version, publish, and monitor. It lives under the
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top-level **GE-Enforce** section (Manifests | Enforcement Reports), not Settings,
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because it is a full management surface.
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### 4.1 Manifests - authoring (GE-Enforce > Manifests)
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- **PC Types (scopes):** each imaging PC type is a row; add/edit/delete. The
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ComputerType mapping the collector uses lives here too.
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- **Entries:** an ordered list (Up/Down = the execution-order contract). Add/Edit
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opens a typed form: the payload fields switch on `Type` (MSI shows Installer +
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InstallArgs, PS1 shows Script + Args, File shows Source + Destination, Registry
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shows the Reg* fields), a detection block, an InUseCheck editor, and a
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**Targeting** section that shows only the gates the scope uses (CMM shows the
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version gate; the common/preinstall scopes show PC types; a scope whose entries
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use machine numbers shows those) with a "Show all targeting options" escape
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hatch.
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- **Simulate ("what would a PC get?"):** enter a PC profile (type, subtype,
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hostname, machine number, CMM version) and see which entries apply and why the
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rest are filtered - without reading a PowerShell log.
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- **Publish / Versions / Roll Back:** editing changes a DRAFT only. Publish
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freezes an immutable version; PCs are only ever served the published version;
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Roll Back restores an earlier one. History (date, author, note) per version.
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### 4.2 Milestone 1 - export to the share (engine unchanged)
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Today the enforcement engine still reads manifests from the SFLD share. The
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plugin's **Export to Share** button writes the current published manifest to
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`<shareroot>/<scope>/manifest.json` (backing up the old file to `_meta/history`
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first). So the workflow is:
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**author + publish in shopdb -> Export to Share -> the unchanged engine picks it
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up next cycle.**
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Nothing about the engine, the share layout, or the PCs changes. Rollback is
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restoring the `_meta/history` backup (or re-publishing an older version and
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re-exporting). This is the safe first milestone: all the authoring benefit, zero
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client risk.
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Configure the share root once at the top of the Manifests page.
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### 4.3 Enforcement Reports - fleet compliance (GE-Enforce > Enforcement Reports)
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Each PC reports its enforcement result back to shopdb (see the client kit). The
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Reports page shows, per PC:
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- **Received** - did the PC apply the latest published version? (applied vs
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latest). "behind" means it has not picked up your newest publish yet.
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- **Status** - `ok` (nothing needed), `selfhealed` (drift corrected), `failed`.
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- **Counts** - installed / skipped / failed, plus per-entry detail (action,
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self-heal flag, exit code, message) in the row's Detail view.
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This is the observed-state half of the loop: the manifest is what SHOULD be
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installed; the report is what each PC ACTUALLY did.
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### 4.4 The client side (per PC)
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The engine sources the manifest and reports results using the reference kit in
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`plugins/geenforce/client/` (`ShopdbEnforceClient.psm1` +
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`Invoke-ShopdbEnforce.ps1`), configured from `HKLM:\SOFTWARE\GE\ShopDB`
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(BaseUrl + a `geenforce.fetch`/`geenforce.report` service token). See
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`docs/GE-ENFORCE-CLIENT.md` for the fetch/report contract, the last-known-good
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cache, shadow mode, and the staged cutover from share-sourced to shopdb-sourced
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manifests. Until that cutover, the client only REPORTS; the manifest still comes
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from the share via Export to Share (4.2).
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---
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## 5. Day-to-day: common tasks
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All in GE-Enforce > Manifests. No PowerShell, no editing JSON on the share.
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- **Add an app to a PC type:** open the PC type, Add Entry, pick the Type (the
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form adapts), fill the installer + detection + any targeting, place it in order
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with Up/Down (config restores go BELOW their installer), Preview, Publish, then
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Export to Share.
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- **Bump an app version:** drop the new installer in the scope's `apps/` folder
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on the share, open the entry, update the Installer filename + the Detection
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value (the new version), Publish, Export to Share. PCs self-heal next cycle.
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- **Roll back a bad publish:** the PC type's Versions list -> Roll Back to the
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last good version -> Export to Share.
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- **Canary a risky change:** add the one test PC under Target hostnames (via
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"Show all targeting options"), Publish; when happy, remove the filter and
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Publish again.
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- **Check "did PC Y get app X":** use Simulate with that PC's type / machine
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number / CMM version; and check Enforcement Reports for what it actually did.
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---
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## 6. Reference
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- Engine (behavior ground truth): `Install-FromManifest.ps1` (lib >= 2.6).
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- Dispatcher: `GE-Enforce.ps1` (mount + run common then type scope).
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- Preinstall runner: `00-PreInstall-*` over `preinstall.json` (imaging-time).
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- shopdb model + API: `plugins/geenforce/` (models, importer/serializer,
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filters mirror, service, routes).
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- Behavioral parity gate (proves the shopdb model round-trips the real
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manifests): `plugins/geenforce/parity.py` + `flask geenforce parity`.
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- Client kit + contract: `plugins/geenforce/client/`, `docs/GE-ENFORCE-CLIENT.md`.
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- Design + cutover plan: `docs/proposals/ge-enforce-plugin.md`.
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