From caac04c6840bb0d7f33928006a7629411ffea786 Mon Sep 17 00:00:00 2001 From: Claude Code Date: Mon, 16 Mar 2026 17:32:59 +0100 Subject: [PATCH] docs: deployment and go-live documentation --- docs/DEPLOYMENT.md | 400 +++++++++++++++++++++++++++++ docs/GO-LIVE-CHECKLIST.md | 514 ++++++++++++++++++++++++++++++++++++++ 2 files changed, 914 insertions(+) create mode 100644 docs/DEPLOYMENT.md create mode 100644 docs/GO-LIVE-CHECKLIST.md diff --git a/docs/DEPLOYMENT.md b/docs/DEPLOYMENT.md new file mode 100644 index 0000000..1705fd3 --- /dev/null +++ b/docs/DEPLOYMENT.md @@ -0,0 +1,400 @@ +# Deployment Guide + +## Prerequisites + +Before deploying to production, ensure the following are available: + +- Docker & Docker Compose (v20.0+) +- Freescout API Key (from Freescout instance admin panel) +- Baramundi API Access (with valid credentials) +- PostgreSQL Database Server or Container capability +- Git access to Gitea repository +- n8n instance access credentials +- System resources: 4GB RAM minimum, 20GB storage + +## Architecture Overview + +The deployment consists of: +- **n8n**: Workflow orchestration engine +- **PostgreSQL**: Database for audit logs and workflow state +- **Milvus**: Vector database for knowledge base embeddings +- **Freescout**: Helpdesk system (external integration) +- **Baramundi**: Asset management system (external integration) + +## Deployment Steps + +### 1. Clone Repository from Gitea + +```bash +git clone https://git.eks-intec.de/eksadmin/n8n-compose.git +cd n8n-compose +``` + +### 2. Setup Environment Variables + +Copy the example configuration and update with production values: + +```bash +cp .env.example .env +``` + +Edit `.env` and configure the following: + +``` +# n8n Configuration +N8N_HOST=your-n8n-domain.com +N8N_PROTOCOL=https +N8N_PORT=5678 +N8N_ENCRYPTION_KEY=your-secure-encryption-key + +# PostgreSQL Configuration +POSTGRES_USER=n8n_user +POSTGRES_PASSWORD=your-secure-postgres-password +POSTGRES_DB=n8n_production +POSTGRES_HOST=postgres + +# Freescout Integration +FREESCOUT_API_KEY=your-freescout-api-key +FREESCOUT_HOST=https://your-freescout-instance.com +FREESCOUT_ACCOUNT_ID=1 + +# Baramundi Integration +BARAMUNDI_API_KEY=your-baramundi-api-key +BARAMUNDI_HOST=https://your-baramundi-instance.com +BARAMUNDI_API_ENDPOINT=/api/v1 + +# Milvus Vector Database +MILVUS_HOST=milvus +MILVUS_PORT=19530 + +# Monitoring +LOG_LEVEL=info +NODE_ENV=production +``` + +### 3. Prepare Database + +Initialize the PostgreSQL audit schema: + +```bash +docker-compose up -d postgres +sleep 5 + +# Run audit schema initialization +docker exec -i n8n-postgres psql -U n8n_user -d n8n_production < sql/01-audit-schema.sql +``` + +Verify schema creation: + +```bash +docker exec n8n-postgres psql -U n8n_user -d n8n_production -c "\dt audit.*" +``` + +### 4. Run Docker Services + +Start all services: + +```bash +docker-compose up -d +``` + +Verify all services are running: + +```bash +docker-compose ps +``` + +Expected output: +``` +NAME COMMAND STATUS +n8n n8n start Up (healthy) +postgres postgres Up (healthy) +milvus milvus server Up (healthy) +``` + +Wait for services to become healthy (typically 30-60 seconds): + +```bash +docker-compose logs -f +``` + +### 5. Setup Freescout Custom Fields + +The Freescout integration requires custom fields for workflow state tracking. Run the setup script: + +```bash +bash scripts/setup-freescout-fields.sh +``` + +This script creates: +- `ai_suggestion` field: AI-generated ticket suggestions +- `approval_status` field: Approval workflow state (pending/approved/rejected) +- `kb_reference` field: Knowledge base article references + +Verify fields in Freescout Admin > Custom Fields. + +### 6. Import n8n Workflows + +Access n8n at `https://your-n8n-domain.com:5678` + +#### Option A: Manual Import via UI + +1. Open n8n Dashboard +2. Click "Import" button +3. Select workflow JSON file from `n8n-workflows/` directory +4. Confirm and save + +#### Option B: Command Line Import + +Workflows to import in order: + +1. **Workflow A: Mail Processing** + ```bash + curl -X POST http://localhost:5678/api/v1/workflows \ + -H "X-N8N-API-KEY: $N8N_API_KEY" \ + -H "Content-Type: application/json" \ + -d @n8n-workflows/workflow-a-mail-processing.json + ``` + +2. **Workflow B: Approval Execution** + ```bash + curl -X POST http://localhost:5678/api/v1/workflows \ + -H "X-N8N-API-KEY: $N8N_API_KEY" \ + -H "Content-Type: application/json" \ + -d @n8n-workflows/workflow-b-approval-execution.json + ``` + +3. **Workflow C: Knowledge Base Update** + ```bash + curl -X POST http://localhost:5678/api/v1/workflows \ + -H "X-N8N-API-KEY: $N8N_API_KEY" \ + -H "Content-Type: application/json" \ + -d @n8n-workflows/workflow-c-kb-update.json + ``` + +### 7. Run E2E Tests + +Execute the comprehensive test suite: + +```bash +bash tests/curl-test-collection.sh +``` + +Expected test results: +- Mail processing flow: PASS +- Approval workflow: PASS +- KB update cycle: PASS +- Baramundi integration: PASS +- Error handling: PASS + +All tests must pass before proceeding to production activation. + +### 8. Enable Workflows in Production + +Once tests pass, activate all workflows: + +1. Open n8n Dashboard +2. For each workflow (A, B, C): + - Click workflow + - Toggle "Active" switch ON + - Confirm activation + +3. Verify in logs: + ```bash + docker-compose logs -f n8n | grep "Workflow" + ``` + +Expected log output: +``` +n8n | [INFO] Workflow A (Mail Processing) activated +n8n | [INFO] Workflow B (Approval Execution) activated +n8n | [INFO] Workflow C (KB Update) activated +``` + +## Monitoring and Verification + +### Health Checks + +Monitor service health: + +```bash +docker-compose ps +docker-compose logs -f n8n +docker-compose logs -f postgres +``` + +### Database Verification + +Check PostgreSQL audit tables: + +```bash +docker exec n8n-postgres psql -U n8n_user -d n8n_production -c \ + "SELECT COUNT(*) FROM audit.workflow_executions;" +``` + +### Workflow Execution Logs + +View real-time workflow executions: + +```bash +curl -H "X-N8N-API-KEY: $N8N_API_KEY" \ + http://localhost:5678/api/v1/executions?limit=10 +``` + +For detailed monitoring setup, see [docs/MONITORING.md](MONITORING.md). + +## Rollback Procedure + +In case of critical issues, follow these rollback steps: + +### Immediate Action (Within 5 minutes) + +1. **Deactivate all workflows** + ```bash + # Stop workflow execution + docker-compose exec -T n8n n8n stop --timeout 30 + ``` + +2. **Verify no ongoing operations** + ```bash + docker-compose logs -f n8n | grep "execution" + ``` + +3. **Notify stakeholders** + - Send alert to team + - Pause Freescout ticket processing + - Document incident time + +### Rollback Steps (15-30 minutes) + +1. **Option A: Revert to Last Known Good State** + ```bash + # Stop services + docker-compose down + + # Restore database from backup + docker-compose up -d postgres + sleep 10 + psql -U n8n_user -d n8n_production < backups/pre-golive-backup.sql + + # Start other services + docker-compose up -d n8n milvus + ``` + +2. **Option B: Complete Reset (if corruption suspected)** + ```bash + # Remove all containers and data + docker-compose down -v + + # Restore from last full backup + docker-compose up -d postgres + sleep 10 + psql -U n8n_user -d n8n_production < backups/full-restore.sql + + # Restart all services + docker-compose up -d + + # Re-import workflows + bash scripts/import-workflows.sh + ``` + +3. **Verify rollback success** + ```bash + docker-compose ps + curl http://localhost:5678/api/v1/health + ``` + +### Data Integrity Checks + +```bash +# Check audit logs consistency +docker exec n8n-postgres psql -U n8n_user -d n8n_production -c \ + "SELECT status, COUNT(*) FROM audit.workflow_executions GROUP BY status;" + +# Verify no orphaned records +docker exec n8n-postgres psql -U n8n_user -d n8n_production -c \ + "SELECT COUNT(*) FROM audit.workflow_executions WHERE workflow_id NOT IN + (SELECT id FROM audit.workflows);" +``` + +### Communication + +After successful rollback: +1. Send all-clear notification +2. Schedule post-mortem meeting +3. Document root cause +4. Plan remediation + +## Troubleshooting + +### Service Startup Issues + +**n8n won't start:** +```bash +docker-compose logs n8n +docker-compose up -d n8n --no-deps --build +``` + +**PostgreSQL connection fails:** +```bash +docker-compose exec postgres pg_isready +docker-compose logs postgres +``` + +**Milvus vector DB issues:** +```bash +docker-compose logs milvus +docker-compose restart milvus +``` + +### Integration Issues + +**Freescout API authentication fails:** +- Verify API key in `.env` +- Check Freescout API endpoint accessibility +- Test with curl: `curl -H "Authorization: Bearer $FREESCOUT_API_KEY" https://freescout-host/api/v1/accounts` + +**Baramundi connection problems:** +- Verify credentials and endpoint +- Check network connectivity +- Test API: `curl -H "Authorization: Bearer $BARAMUNDI_API_KEY" https://baramundi-host/api/v1/health` + +### Performance Issues + +**High CPU/Memory usage:** +```bash +docker stats +docker-compose logs -f n8n | grep "memory\|cpu" +``` + +**Slow database queries:** +```bash +# Enable query logging +docker-compose exec postgres psql -U n8n_user -d n8n_production -c \ + "ALTER SYSTEM SET log_statement = 'all';" +docker-compose restart postgres +``` + +## Support and Documentation + +- n8n Documentation: https://docs.n8n.io +- Docker Compose Reference: https://docs.docker.com/compose +- PostgreSQL Admin Guide: https://www.postgresql.org/docs/current/admin.html +- Additional setup details: See [docs/ARCHITECTURE.md](ARCHITECTURE.md) + +## Deployment Checklist + +- [ ] All prerequisites installed and configured +- [ ] Repository cloned successfully +- [ ] `.env` file configured with production values +- [ ] PostgreSQL initialized with audit schema +- [ ] All Docker services running and healthy +- [ ] Freescout custom fields created +- [ ] All n8n workflows imported +- [ ] E2E test suite passed (100%) +- [ ] All workflows activated +- [ ] Monitoring configured and active +- [ ] Backup strategy in place +- [ ] Team trained on deployment and rollback + +Once all items are checked, the system is ready for Go-Live. diff --git a/docs/GO-LIVE-CHECKLIST.md b/docs/GO-LIVE-CHECKLIST.md new file mode 100644 index 0000000..27f6e8d --- /dev/null +++ b/docs/GO-LIVE-CHECKLIST.md @@ -0,0 +1,514 @@ +# Go-Live Checklist + +## Overview + +This checklist ensures a smooth transition from staging to production. Follow all phases sequentially: Pre-Launch, Go-Live Day, Launch Period, and Post-Launch Monitoring. + +--- + +## Phase 1: One Week Before Go-Live + +Timeline: T-7 days + +### Pre-Deployment Verification + +- [ ] **E2E Tests Passed (100%)** + - All workflow tests successful: `bash tests/curl-test-collection.sh` + - No critical bugs or failures + - Test results documented + +- [ ] **Staging Environment Verified** + - Deploy to staging identical to production + - Run full load test (simulate 100+ concurrent tickets) + - Verify integration with TEST Freescout account + - Verify integration with TEST Baramundi account + - All workflows processing correctly in staging + +- [ ] **Production Database Setup** + - PostgreSQL audit schema initialized + - Backup strategy configured and tested + - Database performance baseline recorded + - Disk space verified (minimum 20GB available) + +- [ ] **API Credentials Verified** + - Freescout API key tested and active + - Freescout custom fields created and working + - Baramundi API key tested and active + - n8n encryption key generated and secure + +### Team Readiness + +- [ ] **Team Training Completed** + - Operations team trained on: + - System architecture overview + - Deployment and rollback procedures + - Monitoring dashboard usage + - Alert response procedures + - Escalation paths + - Support team trained on: + - Workflow functionality overview + - Expected behavior and timing + - How to verify system health + - When to escalate issues + +- [ ] **Documentation Review** + - All team members reviewed DEPLOYMENT.md + - All team members reviewed MONITORING.md + - Runbooks reviewed and acknowledged + - Contact list updated (on-call schedule) + +- [ ] **Backup Strategy Finalized** + - Daily backup schedule defined + - Backup retention policy set (7 days minimum) + - Backup restore procedure tested + - Backup storage verified (separate location from production) + +### Risk Mitigation + +- [ ] **Rollback Plan Confirmed** + - Rollback procedures documented + - Rollback tested in staging environment + - Estimated rollback time: < 30 minutes + - All team members trained on rollback + +- [ ] **Communication Plan Ready** + - Stakeholder notification list prepared + - Status page update process defined + - Internal update frequency established (30min intervals initially) + - Escalation contacts verified + +- [ ] **Monitoring & Alerting** + - All monitoring dashboards configured + - Alert recipients confirmed + - Alert thresholds set and validated + - On-call rotation established + +--- + +## Phase 2: Go-Live Day + +Timeline: T-0 (Launch day) + +### Pre-Launch Checks (T-2 hours) + +- [ ] **Final System Status** + - All Docker services running and healthy + - `docker-compose ps` output verified + - All services show "Up (healthy)" + - No services in "Restarting" state + +- [ ] **Service Health Verification** + - n8n health check: `curl http://localhost:5678/api/v1/health` + - PostgreSQL connection: `docker-compose exec postgres pg_isready` + - Milvus connectivity: Vector DB responding + - External integrations reachable (Freescout, Baramundi) + +- [ ] **Database Integrity** + - Audit schema verified: `SELECT COUNT(*) FROM audit.workflows;` + - No corruption or errors in logs + - Backup created and verified: `ls -lh backups/` + - Backup restore tested + +- [ ] **n8n Workflows Status** + - All 3 workflows imported successfully + - Workflow A (Mail Processing): Ready + - Workflow B (Approval Execution): Ready + - Workflow C (KB Update): Ready + - All workflows set to Inactive (will activate after final check) + +- [ ] **Monitoring System Active** + - Monitoring dashboard accessible + - All metric collectors running + - Alert system armed and tested + - Log aggregation working (docker-compose logs verified) + +- [ ] **Final Pre-Launch Meeting** + - All team members present and ready + - Roles and responsibilities confirmed: + - Platform Lead: Overall coordination + - n8n Administrator: Workflow management + - Database Administrator: Database monitoring + - System Administrator: Infrastructure monitoring + - Support Lead: User support readiness + - Communication channels verified (Slack, phone, etc.) + +### Launch Window (T-0 hours) + +- [ ] **Final Backup (T-15 minutes)** + - Backup created immediately before activation + - Backup file verified and tested + - Backup location: `backups/pre-golive-backup-$(date +%Y%m%d-%H%M%S).sql` + +- [ ] **Activate Workflows (T-0 minutes)** + - n8n Dashboard accessed + - Workflow A (Mail Processing) activated: + - Toggle "Active" switch ON + - Verify activation confirmed in UI + - Check logs: `docker-compose logs -f n8n | grep "Workflow A"` + - Workflow B (Approval Execution) activated + - Workflow C (KB Update) activated + - All three workflows showing "Active" status + +- [ ] **Launch Announcement** + - Internal team notified: "System is LIVE" + - Stakeholders notified of go-live + - Status page updated: "System operational" + - Time of launch recorded: __________ + +- [ ] **Confirm System Accepting Requests** + - Send test email to Freescout inbox + - Verify ticket created in Freescout + - Verify n8n workflow triggered (check logs) + - Verify workflow execution started + +--- + +## Phase 3: Launch Period Monitoring (First 24 Hours) + +Timeline: T+0 to T+24 hours + +### Continuous Monitoring (Every 15 minutes) + +- [ ] **n8n Workflow Execution** + - Command: `docker-compose logs -f n8n | tail -50` + - Check for: + - No error messages + - Workflows executing successfully + - No hung or stuck executions + - Log location: `/d/n8n-compose/logs/n8n.log` + +- [ ] **Freescout Integration** + - New tickets arriving in system + - Custom fields populated correctly + - No integration errors in Freescout logs + - Ticket processing speed acceptable + +- [ ] **Baramundi Job Queue** + - Check job queue status + - Verify jobs accepted from n8n + - Monitor job completion rate + - Check for failed jobs + +- [ ] **Alert System** + - All critical alerts functioning + - No false positive alerts + - Escalation procedures working + - On-call team responsive + +- [ ] **Database Performance** + - Query performance acceptable + - No locks or deadlocks + - Disk space usage normal + - Command: `docker-compose exec postgres pg_stat_statements` + +### Hourly System Status Report (First 6 hours) + +Document every hour: + +**Hour 1 (T+1h)** +- Total tickets processed: _____ +- Total workflows executed: _____ +- Failed executions: _____ +- System health: [ ] Green [ ] Yellow [ ] Red +- Issues encountered: _____ + +**Hour 2 (T+2h)** +- Total tickets processed: _____ +- Total workflows executed: _____ +- Failed executions: _____ +- System health: [ ] Green [ ] Yellow [ ] Red +- Issues encountered: _____ + +**Hour 3-6 (T+3h to T+6h)** +- Repeat above for each hour +- Escalate any issues immediately +- Document all changes or interventions + +### Functional Validation (T+2 hours and T+12 hours) + +**After 2 hours:** +- [ ] **AI Suggestions Displayed** + - Sample processed tickets show AI suggestions + - Suggestion accuracy acceptable + - Custom field updated with ai_suggestion + - Performance acceptable (< 5 second processing time) + +- [ ] **Approval Workflow Operating** + - HIGH priority tickets flagged for approval + - Approval custom field populated + - Notifications sent to approvers + - Approvals received and reflected in system + +- [ ] **Knowledge Base Updates** + - KB articles being created/updated + - Vector embeddings generated (Milvus) + - PostgreSQL KB table growing + - Query: `SELECT COUNT(*) FROM audit.kb_articles;` + +**After 12 hours (overnight validation):** +- [ ] **Validate Overnight Processing** + - All workflows executed correctly overnight + - No race conditions or deadlocks occurred + - Database backups completed successfully + - All alerts functioned as expected + +### Critical Metrics (Monitor Continuously) + +```bash +# Check n8n workflow execution rate +curl -H "X-N8N-API-KEY: $N8N_API_KEY" \ + http://localhost:5678/api/v1/executions?limit=100 | jq '.executions | length' + +# Check database growth +docker exec n8n-postgres psql -U n8n_user -d n8n_production -c \ + "SELECT schemaname, tablename, pg_size_pretty(pg_total_relation_size(schemaname||'.'||tablename)) + FROM pg_tables ORDER BY pg_total_relation_size(schemaname||'.'||tablename) DESC LIMIT 10;" + +# Monitor CPU/Memory +docker stats --no-stream +``` + +### Incident Response (If Issues Occur) + +**Critical Issue (System Down):** +1. Immediately notify team lead +2. Assess severity and scope +3. Execute rollback if necessary (see DEPLOYMENT.md) +4. Document incident details +5. Begin root cause analysis + +**Performance Degradation:** +1. Check system resources: `docker stats` +2. Check database locks: `docker-compose logs postgres | grep LOCK` +3. Scale resources if needed: `docker-compose up -d --scale n8n=2` +4. Monitor improvement + +**Integration Failures:** +1. Verify API credentials still valid +2. Check external service status +3. Review integration logs +4. Test connectivity manually +5. Retry or escalate + +--- + +## Phase 4: Post-24 Hour Validation (T+24 to T+7 days) + +### Day 2 Validation (T+24 hours) + +- [ ] **Verify KI Suggestions Working** + - Sample 10 random processed tickets + - AI suggestions present and relevant + - Suggestion accuracy rate > 80% + - Processing time < 5 seconds average + - Document findings: ________ + +- [ ] **Approval Workflow Performance** + - [ ] All HIGH priority tickets flagged + - [ ] Approval response time < 2 hours + - [ ] Approval completion rate > 95% + - [ ] No pending approvals > 4 hours old + - Total approvals processed: _____ + - Approval success rate: _____% + +- [ ] **Baramundi Integration Validation** + - [ ] Jobs submitted successfully + - [ ] Job queue processing normally + - [ ] Job completion rate > 90% + - [ ] No stuck or failed jobs + - Total jobs processed: _____ + - Job success rate: _____% + +- [ ] **Knowledge Base Growth** + - [ ] KB articles being created + - [ ] Vector embeddings calculated + - [ ] Query performance acceptable + - Total KB articles: _____ + - Total embeddings: _____ + - Query response time: _____ ms + +- [ ] **System Stability** + - [ ] No service crashes + - [ ] No memory leaks + - [ ] Disk usage normal + - [ ] Database integrity verified + - [ ] No orphaned records + +### Day 7 Comprehensive Review (T+7 days) + +- [ ] **Collect Statistics** + + **Email Processing:** + - Total emails processed: _____ + - Success rate: _____% + - Average processing time: _____ seconds + - Error rate: _____% + + **AI Suggestions:** + - Total suggestions generated: _____ + - Acceptance rate: _____% + - Average accuracy: _____% + - Processing time p95: _____ seconds + + **Approvals:** + - Total approval requests: _____ + - Total approvals completed: _____ + - Approval completion rate: _____% + - Average response time: _____ minutes + - HIGH priority count: _____ + + **Baramundi Jobs:** + - Total jobs submitted: _____ + - Total jobs completed: _____ + - Success rate: _____% + - Failed jobs: _____ + + **Knowledge Base:** + - Total KB articles created: _____ + - Total articles updated: _____ + - Total searches: _____ + - Average search response: _____ ms + +- [ ] **Performance Analysis** + - [ ] n8n CPU usage normal: _____ % + - [ ] n8n Memory usage normal: _____ MB + - [ ] PostgreSQL query time p95: _____ ms + - [ ] Database size: _____ GB + - [ ] Backup size: _____ GB + +- [ ] **Team Feedback Collected** + - [ ] Operations team feedback: ________ + - [ ] Support team feedback: ________ + - [ ] End user feedback: ________ + - [ ] Issues encountered: ________ + - [ ] Improvement suggestions: ________ + +- [ ] **Issue Resolution Status** + - [ ] All critical issues resolved + - [ ] All high priority issues resolved + - [ ] Medium priority issues tracked + - [ ] Minor issues documented for next release + - Issue tracking document: __________ + +### Go-Live Success Criteria - Final Sign-Off + +All criteria must be met to declare go-live successful: + +- [ ] **Stability (99% uptime minimum)** + - System remained operational for 7 consecutive days + - Unplanned downtime < 14.4 minutes total + - All services restarted cleanly without issues + +- [ ] **Functionality (100% requirements met)** + - Mail processing working correctly + - AI suggestions functional and accurate + - Approval workflow operational + - Baramundi job submission successful + - KB updates functioning + +- [ ] **Performance (Acceptable for workload)** + - Average email processing < 5 seconds + - Average workflow execution < 10 seconds + - Database queries < 1 second (p95) + - No performance degradation observed + +- [ ] **Data Integrity (100% accuracy)** + - All processed tickets correctly handled + - No duplicate records + - No data loss or corruption + - Audit trail complete and accurate + +- [ ] **Monitoring (All systems active)** + - Real-time dashboards operational + - Alerts functioning correctly + - Logs aggregated and searchable + - Performance metrics recorded + +- [ ] **Team Readiness (100% trained)** + - Operations team fully trained + - Support team fully trained + - All runbooks completed + - On-call schedule established + +**Sign-Off By:** + +Project Manager: _________________ Date: _______ + +Operations Lead: _________________ Date: _______ + +Technical Lead: _________________ Date: _______ + +--- + +## Ongoing Monitoring (Post Go-Live) + +### Daily Checks (First 30 Days) + +- [ ] Review system health dashboard +- [ ] Check backup completion status +- [ ] Review error logs for new issues +- [ ] Verify workflow execution metrics +- [ ] Check database growth rate +- [ ] Monitor alert frequency and relevance + +### Weekly Checks (Ongoing) + +- [ ] Generate performance report +- [ ] Review all system logs +- [ ] Verify backup restore capability +- [ ] Update documentation as needed +- [ ] Team retrospective meeting +- [ ] Plan for optimization improvements + +### Monthly Reviews (Ongoing) + +- [ ] Comprehensive system audit +- [ ] Capacity planning review +- [ ] Security assessment +- [ ] Performance optimization review +- [ ] Team training refresher (as needed) +- [ ] Update escalation procedures + +--- + +## Contacts and Escalation + +### Primary Contacts + +**Project Manager:** +- Name: _____________________ +- Phone: _____________________ +- Email: _____________________ + +**Technical Lead:** +- Name: _____________________ +- Phone: _____________________ +- Email: _____________________ + +**On-Call Engineer:** +- Name: _____________________ +- Phone: _____________________ +- Email: _____________________ + +### Escalation Matrix + +**Level 1 - Application Issue:** +- On-call engineer +- Response time: 15 minutes + +**Level 2 - System Down:** +- Technical lead + On-call engineer +- Response time: 5 minutes + +**Level 3 - Critical Data Loss:** +- Technical lead + Project manager + Database admin +- Response time: Immediate + +--- + +## Related Documentation + +- [DEPLOYMENT.md](DEPLOYMENT.md) - Deployment procedures and rollback +- [MONITORING.md](MONITORING.md) - Monitoring dashboard and alerts +- [ARCHITECTURE.md](ARCHITECTURE.md) - System architecture details +- [TROUBLESHOOTING.md](TROUBLESHOOTING.md) - Common issues and solutions