Deployment Checklist

This checklist supports secure, reliable, and responsible deployment of Zetaris in enterprise environments. It covers preparation, configuration, security, testing, and post-deployment governance.

1. Pre-Deployment Readiness

Environment Preparation

• Confirm supported OS, database connectors, and infrastructure requirements

• Validate network prerequisites (ports, firewall rules, routing)

• Ensure secure access to all required data sources

• Verify virtualization and orchestration platforms (Kubernetes, Docker, VMs)

• Confirm appropriate system sizing (CPU, RAM, storage, concurrency)

Access & Identity

• Integrate with SSO/IdP (e.g., Okta, Azure AD, LDAP)

• Define user roles and RBAC structure before deployment

• Ensure least-privilege access policies for administrators and developers

 2. Secure Installation & Configuration

Platform Security

• Enable encrypted communication (TLS/HTTPS) for all components

• Use secure secrets management for passwords, keys, and tokens

• Disable default credentials and remove unused accounts

• Configure audit logging from the start (access logs, metadata logs)

Data Protection

• Ensure data never moves outside its source systems unless explicitly required

• Limit query permissions to necessary tables, schemas, and endpoints

• Apply row-level and column-level security in data sources or Zetaris policies

• Validate masking/anonymization where applicable

 3. Governance & Responsible AI Readiness

• Confirm governance policies align with Zetaris Responsible AI principles

• Document where AI-enabled features are used (profiling, enrichment, augmentation)

• Ensure explainability and logging for machine-assisted insights

• Assess and mitigate bias in datasets used for AI or automation

• Validate data lineage visibility for business and compliance teams

 4. Functional Testing

Connectivity & Query Validation

• Test connection to each data source (RDBMS, APIs, cloud stores, filesystems)

• Validate push-down logic and cross-source query performance

• Confirm virtual entity definitions and metadata mappings

• Test federated SQL queries under expected workloads

Performance Testing

• Run load tests with representative query volumes

• Verify response times meet SLAs

• Confirm autoscaling rules (if using Kubernetes)

• Optimize caching and query plans as needed

 5. Security & Compliance Testing

• Conduct vulnerability scanning on nodes and containers

• Perform penetration testing or at minimum API/endpoint security validation

• Validate audit logs for completeness and tamper protection

• Ensure compliance with internal standards (ISO 27001, SOC2, GDPR, etc.)

• Validate data residency and sovereignty requirements

 6. Operational Readiness

Monitoring & Observability

• Integrate Zetaris logs into SIEM (Splunk, ELK, Datadog, etc.)

• Configure alerts for failures, latency spikes, and unauthorized access

• Enable real-time query monitoring for resource usage

Disaster Recovery

• Set up backups for configurations, metadata, and catalog structures

• Document recovery procedures and test restoration

• Verify cluster failover strategy where applicable

 7. Launch & Post-Deployment Governance

• Provide onboarding and training for users and data teams

• Establish a change-management process for virtual entity updates

• Schedule periodic security reviews and model performance checks

• Put in place feedback channels for operational issues and enhancements

• Review logs for initial anomalies after go-live