Installation Checklist

Use this checklist to track the installation of the Instana backend on Kubernetes or Red Hat OpenShift.

Important:

Click the link in each item for more detailed steps. You need to read the detailed information for each item.
Select the checkbox after you complete one step to track your installation progress.

Click on this check box to mark this task complete.	1. Understand the Instana Operator Introduction to the Instana Operator
Click on this check box to mark this task complete.	2. Review the requirements for the Instana backend on Kubernetes or Red Hat OpenShift - System requirements for the Instana backend on Kubernetes or Red Hat OpenShift - Outbound network access requirements for self-hosted Instana deployments
Click on this check box to mark this task complete.	3. Set up and configure required data stores Set up and configure required data stores
Click on this check box to mark this task complete.	4. Install the Instana kubectl plug-in Install the Instana kubectl plug-in
Click on this check box to mark this task complete.	5. Prepare for an air-gapped installation Prepare for an air-gapped installation
Click on this check box to mark this task complete.	6. Create image pull secrets Unless you have your own Docker registry that mirrors `artifact-public.instana.io` and don't require pull secrets, you need to create an image pull secret
Click on this check box to mark this task complete.	7. Create TLS secrets for admission webhook - Use cert-manager - Use custom certificates
Click on this check box to mark this task complete.	8. Create and configure the values file Before you install the Instana Operator, you need to update the imagePullSecrets field in the `values` file
Click on this check box to mark this task complete.	9. Install the Instana Operator Install the Instana Operator
Click on this check box to mark this task complete.	10. Optional: Use advanced Operator configuration After you install the Instana Operator, you can configure it as you need by using a values file
Click on this check box to mark this task complete.	11. Create namespaces for Core and Unit objects Create namespaces for Core and Unit objects
Click on this check box to mark this task complete.	12. Create image pull secrets for Core and Unit objects Create image pull secrets for Core and Unit objects
Click on this check box to mark this task complete.	13. Download your license file Download your license file
Click on this check box to mark this task complete.	14. Create secrets 1. Secret instana-tls 2. Core Secret 3. Unit Secret
Click on this check box to mark this task complete.	15. Create a Core object 1. Create a Core object file with basic configuration 2. Optional: Configure CPU/Memory resources 3. Configure Agent Acceptor 4. Configure Raw spans data storage 5. Configure data stores 6. Optional: Configure data retention defaults 7. Apply the configurations of the Core Object
Click on this check box to mark this task complete.	16. Create a Unit object Create a Unit object
Click on this check box to mark this task complete.	17. Set up load balancers and DNS Set up load balancers and DNS for the Acceptor and Gateway service
Click on this check box to mark this task complete.	18. Optional: Enabling optional features Enable features that are not enabled by default in self-hosted deployments