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Vaultastic Production Readiness Checklist

Overview

Before deploying Vaultastic in production, administrators should verify that the system is fully configured and operational.

Production readiness ensures that :

  • All required data sources are connected and ingesting data
  • Continuous archival is functioning without gaps
  • Storage lifecycle policies are configured and enforced
  • Monitoring, alerting, and governance controls are active
  • Security, access control, and compliance configurations are validated

Completing these checks ensures Vaultastic can operate reliably in a production environment.


Pre-Requisites

Before starting readiness validation, confirm:

Administrative Readiness

  • Admin access to Vaultastic is available
  • Required roles (Admin, Compliance, Operations) are assigned
  • Change management approvals (if applicable) are completed

Infrastructure Readiness

  • Network connectivity to all data sources is verified
  • Required firewall rules / allowlists are configured
  • API access permissions (Microsoft, Google, AWS, etc.) are approved

Documentation Readiness

Verify Data Source Connectivity

Confirm that all required organizational data sources are connected.

Typical sources include:

  • Microsoft 365 or Google Workspace

  • SMTP / IMAP mail servers

  • Teams or Google Chat

  • OneDrive or Google Drive

  • SharePoint

  • NAS or FTP servers

  • Cloud object storage (S3, Azure Blob, GCS)

  • business applications such as CRM or helpdesk systems

Verify

  • Connectors are configured for each source

  • Test data has been archived successfully

  • Ingestion jobs run without errors

  • Injestion tasks are complete


Confirm Continuous Archival

Vaultastic should continuously capture new data generated by connected systems.

Verify that:

  • Email journaling or routing rules are active

  • Collaboration ingestion jobs are scheduled

  • File archival jobs are configured

  • LegacyFlo ingestion requests complete successfully

This confirms that new data is archived automatically.


Verify Storage Lifecycle Configuration

Vaultastic manages storage costs by automatically moving aging data between tiers.

Confirm that:

  • Active Store retention duration is defined

  • Automatic movement to Open or Deep Store is enabled

  • Lifecycle automation jobs are functioning correctly


Monitor Connector Credentials

Vaultastic connectors rely on external credentials to access data sources.

Examples include:

  • Microsoft Graph API credentials

  • Google Workspace service accounts

  • AWS S3 access keys

  • Azure Blob storage credentials

  • Google Cloud service accounts

Confirm that:

  • Credential inventory is maintained

  • Credential expiry dates are tracked

  • Renewal procedures are documented

Expired credentials will stop archival from that source.


Monitor Ingestion Health

Administrators should monitor ingestion activity regularly.

Verify that:

  • Email ingestion volumes match expected activity

  • LegacyFlo jobs do not show repeated failures

  • Authentication or connectivity errors are not present


Monitor Storage Usage

Vaultastic usage dashboards provide visibility into storage consumption.

Administrators should monitor:

  • Active Store usage

  • Open Store usage

  • Deep Store usage

  • overall storage growth trends

This ensures lifecycle policies are working correctly.


Configure Access Controls

Vaultastic access should align with organizational security policies.

Verify that:

  • Administrative access is restricted

  • Compliance teams have Full Access

  • Operational users have Self Service access where appropriate


Schedule Operational Reviews

Administrators should perform periodic reviews of system health.

Recommended review areas include:

  • Connector credential validity

  • Ingestion activity

  • Lifecycle automation status

  • Storage growth trends

Regular reviews help ensure long-term operational stability.


Production Readiness Checklist

Use the following checklist to confirm that Vaultastic is ready for production operation.

✔ All required data sources are connected
✔ Continuous archival is functioning correctly
✔ Lifecycle policies are configured and operational
✔ Connector credentials are monitored and managed
✔ Ingestion health is monitored regularly
✔ Storage usage is tracked through dashboards
✔ Access controls follow organizational security policies
✔ Operational review processes are established


Production Deployment Ready

Once these checks are completed, Vaultastic is ready for production operation.

Vaultastic will now:

  • Continuously archive organizational data

  • Preserve information across storage tiers

  • Automatically manage lifecycle movement

  • Support compliance, supervision, and discovery workflows