IaC/CaC

IaC/CaC Workflow #

Template for Infrastructure as Code and Configuration as Code projects that automate a single system, appliance, or service. Use this for focused automation projects that don’t require full site orchestration.

For complex multi-layer infrastructure, see Site IaC.

Legend: βœ… Complete | πŸ”„ In Progress | ⏳ Planned


Project Vision & Scope #

Define the automation target and goals.

In Scope

  • Target system or service
  • Automation tooling
  • Configuration scope
  • Deployment target

Out of Scope

  • Unrelated systems
  • Features deferred to future phases

Milestone: Image & Provisioning ⏳ #

Establish the base system and automation foundation.

TaskStatus
Base image selection or creation⏳
Automation tooling setup (role, playbook, module)⏳
Target host provisioning⏳
Initial connectivity and access validation⏳

Milestone: Configuration Automation ⏳ #

Implement the core automation.

TaskStatus
Package and dependency installation⏳
Service configuration⏳
Integration with external systems⏳
Post-configuration validation⏳
Idempotency verification⏳

Milestone: Documentation ⏳ #

Create documentation for deployment and operation.

TaskStatus
Build/deployment instructions⏳
Configuration reference⏳
Troubleshooting guide⏳

Milestone: Operations ⏳ #

Establish ongoing maintenance approach.

TaskStatus
Update/patching strategy⏳
Backup considerations (if applicable)⏳
Known issues and workarounds⏳
Page last modified: March 14, 2026