Production Checklist
Use this checklist before exposing a the0 deployment to users or real broker credentials.
Identity And Access
- Configure
THE0_ADMIN_EMAILandTHE0_ADMIN_PASSWORD; public registration is disabled. - Store the root admin password in protected deployment configuration, not plaintext Helm values or committed Compose files.
- Create named admin and user accounts after first login; avoid routine use of the deployment-managed root admin.
- Rotate API keys when users leave or automation ownership changes.
Secrets
- Generate a strong
JWT_SECRET; the API fails startup when it is missing. - Replace default PostgreSQL, MongoDB, MinIO, and Redis credentials.
- Keep broker and exchange credentials outside bot config until runtime secret storage is available.
- Use Kubernetes Secrets, Sealed Secrets, External Secrets, or an equivalent secret manager for production clusters.
Network And TLS
- Terminate HTTPS at the ingress, reverse proxy, or load balancer.
- Do not expose PostgreSQL, MongoDB, NATS, Redis, or MinIO API ports publicly.
- Restrict MinIO console access to operators.
- Set DNS records and ingress hosts before issuing certificates.
Storage And Backups
- Back up PostgreSQL; it contains users, bot definitions, and platform configuration.
- Back up MongoDB if runtime state and execution coordination data must survive disaster recovery.
- Back up object storage buckets containing bot packages, logs, state archives, and artifacts.
- Test restore steps before relying on the backups.
Runtime Safety
- Set bot memory and CPU limits for the deployment mode you use.
- Keep runtime workers on nodes where Docker or Kubernetes permissions are intentional and isolated.
- Monitor API, runtime, database, NATS, and object storage health.
- Confirm completed scheduled jobs and pods are cleaned up in Kubernetes deployments.
Upgrades
- Read migration guides before upgrading across minor versions.
- For Kubernetes, confirm deployment pod templates include chart-version checksum annotations so Flux and Kubernetes roll pods after chart upgrades.
- Run upgrades first in a non-production namespace or host when possible.
- Keep a rollback path for the chart version, image tags, and database backup.