# Bring-Up Checklist

## Day-One Installation Guide

This checklist provides a step-by-step guide for bringing up the complete Azure Stack HCI environment on installation day.

## Pre-Installation Preparation

### Hardware Verification

- [ ] Router server chassis received and inspected
- [ ] All PCIe cards received (NICs, HBAs, QAT)
- [ ] Memory modules received (8× 4GB DDR4 ECC RDIMM)
- [ ] Storage SSD received (256GB)
- [ ] All cables received (Ethernet, Mini-SAS HD)
- [ ] Storage shelves received and inspected
- [ ] Proxmox hosts (ML110, R630) verified operational

### Documentation Review

- [ ] Complete architecture reviewed
- [ ] PCIe slot allocation map reviewed
- [ ] Network topology and VLAN schema reviewed
- [ ] Driver matrix reviewed
- [ ] All configuration files prepared

### Environment Configuration

- [ ] Copy `.env.example` to `.env`
- [ ] Configure Azure credentials in `.env`:
  - [ ] `AZURE_SUBSCRIPTION_ID`
  - [ ] `AZURE_TENANT_ID`
  - [ ] `AZURE_RESOURCE_GROUP`
  - [ ] `AZURE_LOCATION`
- [ ] Configure Cloudflare credentials in `.env`:
  - [ ] `CLOUDFLARE_API_TOKEN`
  - [ ] `CLOUDFLARE_ACCOUNT_EMAIL`
- [ ] Configure Proxmox credentials in `.env`:
  - [ ] `PVE_ROOT_PASS` (shared root password for all instances)
  - [ ] `PROXMOX_ML110_URL`
  - [ ] `PROXMOX_R630_URL`
  - [ ] Note: Username `root@pam` is implied and should not be stored
  - [ ] For production: Create RBAC accounts and use API tokens instead of root
- [ ] Verify `.env` file is in `.gitignore` (should not be committed)

## Phase 1: Hardware Installation

### Router Server Assembly

- [ ] Install CPU and memory (8× 4GB DDR4 ECC RDIMM)
- [ ] Install boot SSD (256GB)
- [ ] Install Intel QAT 8970 in x16_1 slot
- [ ] Install Intel X550-T2 in x8_1 slot
- [ ] Install LSI 9207-8e #1 in x8_2 slot
- [ ] Install LSI 9207-8e #2 in x8_3 slot
- [ ] Install Intel i350-T4 in x4_1 slot
- [ ] Install Intel i350-T8 in x4_2 slot
- [ ] Install Intel i225 Quad-Port in x4_3 slot
- [ ] Verify all cards seated properly
- [ ] Connect power and verify POST

### BIOS/UEFI Configuration

- [ ] Enter BIOS/UEFI setup
- [ ] Verify all PCIe cards detected
- [ ] Configure boot order (SSD first)
- [ ] Enable virtualization (Intel VT-x, VT-d)
- [ ] Configure memory settings (ECC enabled)
- [ ] Set date/time
- [ ] Save and exit BIOS

### Storage Shelf Cabling

- [ ] Connect SFF-8644 cables from LSI HBA #1 to shelves 1-2
- [ ] Connect SFF-8644 cables from LSI HBA #2 to shelves 3-4
- [ ] Power on storage shelves
- [ ] Verify shelf power and status LEDs
- [ ] Label all cables

### Network Cabling

- [ ] Connect 4× Cat6 cables from i350-T4 to Spectrum modems/ONTs (WAN1-4)
- [ ] Connect 2× Cat6a cables to X550-T2 (reserved for future)
- [ ] Connect 4× Cat6 cables from i225 Quad to ML110, R630, and key services
- [ ] Connect 8× Cat6 cables from i350-T8 to remaining servers/appliances
- [ ] Label all cables at both ends
- [ ] Document cable mapping

## Phase 2: Operating System Installation

### Router Server OS

**Option A: Windows Server Core**

- [ ] Boot from Windows Server installation media
- [ ] Install Windows Server Core
- [ ] Configure initial administrator password
- [ ] Install Windows Updates
- [ ] Configure static IP on management interface
- [ ] Enable Remote Desktop (if needed)
- [ ] Install Windows Admin Center

**Option B: Proxmox VE**

- [ ] Boot from Proxmox VE installation media
- [ ] Install Proxmox VE
- [ ] Configure initial root password
- [ ] Configure network (management interface)
- [ ] Update Proxmox packages
- [ ] Verify Proxmox web interface accessible

### Proxmox Hosts (ML110, R630)

- [ ] Verify Proxmox VE installed and updated
- [ ] Configure network interfaces
- [ ] Verify cluster status (if clustered)
- [ ] Test VM creation

## Phase 3: Driver Installation

### Router Server Drivers

- [ ] Install Intel PROSet drivers for all NICs
  - [ ] i350-T4 (WAN)
  - [ ] i350-T8 (LAN 1GbE)
  - [ ] X550-T2 (10GbE)
  - [ ] i225 Quad-Port (LAN 2.5GbE)
- [ ] Verify all NICs detected and functional
- [ ] Install LSI mpt3sas driver
- [ ] Flash LSI HBAs to IT mode
- [ ] Verify storage shelves detected
- [ ] Install Intel QAT drivers (qatlib)
- [ ] Install OpenSSL QAT engine
- [ ] Verify QAT acceleration working

### Driver Verification

- [ ] Run driver verification script
- [ ] Test all network ports
- [ ] Test storage connectivity
- [ ] Test QAT acceleration
- [ ] Document any issues

## Phase 4: Network Configuration

### OpenWrt VM Setup

- [ ] Create OpenWrt VM on Router server
- [ ] Configure OpenWrt network interfaces
- [ ] Configure VLANs (10, 20, 30, 40, 50, 60, 99)
- [ ] Configure mwan3 for 4× Spectrum WAN
- [ ] Configure firewall zones
- [ ] Test multi-WAN failover
- [ ] Configure inter-VLAN routing

### Proxmox VLAN Configuration

- [ ] Configure VLAN bridges on ML110
- [ ] Configure VLAN bridges on R630
- [ ] Test VLAN connectivity
- [ ] Verify VM network isolation

### IP Address Configuration

- [ ] Configure IP addresses per VLAN schema
- [ ] Configure DNS settings
- [ ] Test network connectivity
- [ ] Verify routing between VLANs

## Phase 5: Storage Configuration

### Storage Spaces Direct Setup

- [ ] Verify all shelves detected
- [ ] Create Storage Spaces Direct pools
- [ ] Create volumes for VMs
- [ ] Create volumes for applications
- [ ] Configure storage exports (NFS/iSCSI)

### Proxmox Storage Mounts

- [ ] Configure NFS mounts on ML110
- [ ] Configure NFS mounts on R630
- [ ] Test storage connectivity
- [ ] Verify VM storage access

## Phase 6: Azure Arc Onboarding

### Arc Agent Installation

- [ ] Install Azure Arc agent on Router server (if Linux)
- [ ] Install Azure Arc agent on ML110
- [ ] Install Azure Arc agent on R630
- [ ] Install Azure Arc agent on Windows management VM (if applicable)

### Arc Onboarding

- [ ] Load environment variables from `.env`: `export $(cat .env | grep -v '^#' | xargs)`
- [ ] Configure Azure subscription and resource group (from `.env`)
- [ ] Onboard Router server to Azure Arc
- [ ] Onboard ML110 to Azure Arc
- [ ] Onboard R630 to Azure Arc
- [ ] Verify all resources visible in Azure Portal

### Arc Governance

- [ ] Configure Azure Policy
- [ ] Enable Azure Monitor
- [ ] Enable Azure Defender
- [ ] Configure Update Management
- [ ] Test policy enforcement

## Phase 7: Cloudflare Integration

### Cloudflare Tunnel Setup

- [ ] Create Cloudflare account (if not exists)
- [ ] Create Zero Trust organization
- [ ] Configure Cloudflare API token in `.env` file
- [ ] Install cloudflared on Ubuntu VM
- [ ] Authenticate cloudflared (interactive or using API token from `.env`)
- [ ] Configure Tunnel for WAC
- [ ] Configure Tunnel for Proxmox UI
- [ ] Configure Tunnel for dashboards
- [ ] Configure Tunnel for Git/CI services

### Zero Trust Policies

- [ ] Configure SSO (Azure AD/Okta)
- [ ] Configure MFA requirements
- [ ] Configure device posture checks
- [ ] Configure access policies
- [ ] Test external access

### WAF Configuration

- [ ] Configure WAF rules
- [ ] Test WAF protection
- [ ] Verify no inbound ports required

## Phase 8: Service VM Deployment

### Ubuntu VM Templates

- [ ] Create Ubuntu LTS template on Proxmox
- [ ] Install Azure Arc agent in template
- [ ] Configure base packages
- [ ] Create VM snapshots

### Service VM Deployment

- [ ] Deploy Cloudflare Tunnel VM (VLAN 99)
- [ ] Deploy Reverse Proxy VM (VLAN 30/99)
- [ ] Deploy Observability VM (VLAN 40)
- [ ] Deploy CI/CD VM (VLAN 50)
- [ ] Install Azure Arc agents on all VMs

### Service Configuration

- [ ] Configure Cloudflare Tunnel
- [ ] Configure reverse proxy (NGINX/Traefik)
- [ ] Configure observability stack (Prometheus/Grafana)
- [ ] Configure CI/CD (GitLab Runner/Jenkins)

## Phase 9: Verification and Testing

### Network Testing

- [ ] Test all WAN connections
- [ ] Test multi-WAN failover
- [ ] Test VLAN isolation
- [ ] Test inter-VLAN routing
- [ ] Test firewall rules

### Storage Testing

- [ ] Test storage read/write performance
- [ ] Test storage redundancy
- [ ] Test VM storage access
- [ ] Test storage exports

### Service Testing

- [ ] Test Cloudflare Tunnel access
- [ ] Test Azure Arc connectivity
- [ ] Test observability dashboards
- [ ] Test CI/CD pipelines

### Performance Testing

- [ ] Test QAT acceleration
- [ ] Test network throughput
- [ ] Test storage I/O
- [ ] Document performance metrics

## Phase 10: Documentation and Handoff

### Documentation

- [ ] Document all IP addresses
- [ ] Verify `.env` file contains all credentials (stored securely, not in version control)
- [ ] Document cable mappings
- [ ] Document VLAN configurations
- [ ] Document storage allocations
- [ ] Create network diagrams
- [ ] Create runbooks
- [ ] Verify `.env` is in `.gitignore` and not committed to repository

### Monitoring Setup

- [ ] Configure Grafana dashboards
- [ ] Configure Prometheus alerts
- [ ] Configure Azure Monitor alerts
- [ ] Test alerting

### Security Hardening

- [ ] Review firewall rules
- [ ] Review access policies
- [ ] Create RBAC accounts for Proxmox (replace root usage)
  - [ ] Create service accounts for automation
  - [ ] Create operator accounts with appropriate roles
  - [ ] Generate API tokens for service accounts
  - [ ] Document RBAC account usage (see docs/security/proxmox-rbac.md)
- [ ] Review secret management
- [ ] Perform security scan

## Post-Installation Tasks

### Ongoing Maintenance

- [ ] Schedule regular backups
- [ ] Schedule firmware updates
- [ ] Schedule driver updates
- [ ] Schedule OS updates
- [ ] Schedule security patches

### Monitoring

- [ ] Review monitoring dashboards daily
- [ ] Review Azure Arc status
- [ ] Review Cloudflare Tunnel status
- [ ] Review storage health
- [ ] Review network performance

## Troubleshooting Reference

### Common Issues

**Issue:** NIC not detected
- Check PCIe slot connection
- Check BIOS settings
- Update driver

**Issue:** Storage shelves not detected
- Check cable connections
- Check HBA firmware
- Check shelf power

**Issue:** Azure Arc not connecting
- Check network connectivity
- Check proxy settings
- Check Azure credentials

**Issue:** Cloudflare Tunnel not working
- Check cloudflared service
- Check Tunnel configuration
- Check Zero Trust policies

## Related Documentation

- [Complete Architecture](complete-architecture.md) - Full architecture overview
- [Hardware BOM](hardware-bom.md) - Complete bill of materials
- [PCIe Allocation](pcie-allocation.md) - Slot allocation map
- [Network Topology](network-topology.md) - VLAN/IP schema
- [Driver Matrix](driver-matrix.md) - Driver versions