Installation Checklist

Use this checklist to track the installation of Self-Hosted Custom Edition (Kubernetes or Red Hat OpenShift Container Platform).

Important:

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

	1. Understand the Instana Enterprise operator Introduction to the Instana Enterprise operator
	2. Review the requirements for Custom Edition (Kubernetes or Red Hat OpenShift Container Platform) - System requirements for Custom Edition (Kubernetes or Red Hat OpenShift Container Platform) - Outbound network access requirements for self-hosted Instana deployments
	3. Install the Instana kubectl plug-in Install the Instana kubectl plug-in
	4. Create TLS secrets for admission webhook - Use cert-manager - Use custom certificates
	5. Set up and configure required data stores Set up and configure required data stores
	6. Prepare for an air-gapped installation Prepare for an air-gapped installation
	7. 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
	8. Create and configure the values file Before you install the Instana Enterprise operator, you need to update the imagePullSecrets field in the `values` file
	9. Install the Instana Enterprise operator Install the Instana Enterprise operator
	10. Optional: Use advanced Operator configuration After you install the Instana Enterprise operator, you can configure it as you need by using a values file
	11. Create namespaces for Core and Unit objects Create namespaces for Core and Unit objects
	12. Create image pull secrets for Core and Unit objects Create image pull secrets for Core and Unit objects
	13. Download your license file Download your license file
	14. Create secrets 1. Secret instana-tls 2. Core Secret 3. Unit Secret
	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
	16. Create a Unit object Create a Unit object
	17. Set up load balancers and DNS Set up load balancers and DNS for the Acceptor and Gateway service
	18. Optional: Enabling optional features Enable features that are not enabled by default in self-hosted deployments
	19. Optional: Complying with FIPS requirements The United States and Canadian governments published the Federal Information Processing Standard (FIPS) Publication 140-2, which specifies the security specifications for cryptographic modules that safeguard private data.