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by ivossos
DEPLOYMENT_CHECKLIST.md4.18 kB
# Deployment Checklist Use this checklist to ensure a successful deployment on Windows. ## Pre-Deployment ### Environment Setup - [ ] Python 3.10+ installed and in PATH - [ ] Git installed (for version control) - [ ] PostgreSQL installed (for production) OR SQLite ready (for development) - [ ] Virtual environment created (`python -m venv venv`) - [ ] Virtual environment activated - [ ] Dependencies installed (`pip install -e .`) ### Configuration - [ ] `.env` file created from `.env.example` - [ ] `FCCS_MOCK_MODE` set appropriately (true for dev, false for prod) - [ ] `DATABASE_URL` configured correctly - [ ] FCCS credentials set (if not in mock mode): - [ ] `FCCS_URL` - [ ] `FCCS_USERNAME` - [ ] `FCCS_PASSWORD` - [ ] `GOOGLE_API_KEY` set (if using agent features) ### Database - [ ] PostgreSQL service running (if using PostgreSQL) - [ ] Database created (if using PostgreSQL) - [ ] Database schema initialized (`python scripts/init_db.py`) - [ ] Test connection successful ### Testing - [ ] Connection test passed (`python scripts/test_connection.py`) - [ ] MCP server starts without errors - [ ] Web server starts without errors - [ ] Health endpoint responds (`http://localhost:8080/`) - [ ] Tools endpoint accessible (`http://localhost:8080/tools`) ## GitHub Repository Setup ### Initial Setup - [ ] Git repository initialized (`git init`) - [ ] `.gitignore` file configured - [ ] Initial commit created - [ ] GitHub repository created - [ ] Remote added (`git remote add origin ...`) - [ ] Code pushed to GitHub ### Repository Configuration - [ ] README.md updated - [ ] LICENSE file added (optional) - [ ] Repository description set - [ ] Topics/tags added - [ ] Branch protection rules configured (optional) - [ ] GitHub Actions CI/CD configured (optional) ## Production Deployment ### Security - [ ] `.env` file not committed to git - [ ] Secrets stored securely (environment variables or secret manager) - [ ] Database credentials secured - [ ] API keys secured - [ ] Firewall rules configured (if needed) ### Monitoring - [ ] Logging configured - [ ] Error tracking set up (optional) - [ ] Health check endpoint accessible - [ ] Metrics endpoint accessible ### Service Configuration - [ ] Windows Service installed (if using NSSM) - [ ] Service starts automatically on boot - [ ] Service runs with appropriate user permissions - [ ] Log rotation configured ### Backup - [ ] Database backup strategy in place - [ ] Configuration backup strategy in place - [ ] Recovery procedure documented ## Post-Deployment ### Verification - [ ] Server responds to requests - [ ] All tools accessible - [ ] Database connections working - [ ] FCCS connection working (if not in mock mode) - [ ] Logs show no errors ### Documentation - [ ] Deployment procedure documented - [ ] Troubleshooting guide available - [ ] Contact information for support - [ ] Rollback procedure documented ### Maintenance - [ ] Update schedule established - [ ] Monitoring alerts configured - [ ] Backup verification scheduled - [ ] Security updates process defined ## Quick Commands Reference ```powershell # Setup .\setup-windows.bat # Start servers .\start-server.bat .\start-mcp-server.bat # Database .\init-database.bat python scripts\init_db.py # Testing python scripts\test_connection.py python scripts\show_cache_status.py # Git git status git add . git commit -m "Description" git push origin main ``` ## Troubleshooting Quick Reference | Issue | Solution | |-------|----------| | Python not found | Reinstall Python, check "Add to PATH" | | Virtual env activation fails | Run `Set-ExecutionPolicy RemoteSigned -Scope CurrentUser` | | Port in use | Change PORT in .env or stop conflicting service | | Database connection fails | Check PostgreSQL service, verify DATABASE_URL | | Module not found | Activate venv, run `pip install -e .` | | Git authentication fails | Use personal access token or configure credential helper | ## Support - See [WINDOWS_DEPLOYMENT.md](WINDOWS_DEPLOYMENT.md) for detailed setup - See [GITHUB_SETUP.md](GITHUB_SETUP.md) for repository configuration - Check logs in application directory - Review error messages in console output

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