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Merge #32: Project Redesign: From PoC to Production-Ready Deployment System
d4a73fa docs: integrate VM Testing Alternatives across redesign documentation (Jose Celano) 203b894 docs: integrate Infrastructure Testing Strategies across redesign documentation (Jose Celano) 4b7caa4 docs: integrate Template System Design across redesign documentation (Jose Celano) cb944e0 docs: integrate provisioning strategy analysis across redesign phases (Jose Celano) 96954c5 feat: [#31] transition proof-of-concepts to modular structure (Jose Celano) 31f9374 feat: [torrust#33] add secret management strategy documents (Jose Celano) 18a219c feat: add design document for tracker version coupling (Jose Celano) 11ebafc clean temp file (Jose Celano) 84204ce docs: update research and project dictionary (Jose Celano) 518ccf5 feat: research on potential tools for the new installer (Jose Celano) 309fc30 feat: [#31] add project redesign documentation (Jose Celano) 51106dc fix: resolve MD013 line-length linting errors in documentation (Jose Celano) c96fd03 docs: replace 'provider context' with 'provider profile' terminology (Jose Celano) 8acc177 docs: add redesign documentation for configuration management (Jose Celano) 34dd274 refactor: simplify configuration management system (Jose Celano) 38a54ee feat: [#31] Add comprehensive deployment stages and workflow documentation (Jose Celano) da89922 docs: [#31] add core concepts and deployment locality + provider isolation scope (Jose Celano) d96c010 docs: [#31] clarify repository transition strategy (Jose Celano) ec4a2dd feat: [#31] declare repository as frozen PoC and establish redesign scaffolding (Jose Celano) Pull request description: # Project Redesign: From PoC to Production-Ready Deployment System ## 🎯 Overview This Pull Request proposes a complete redesign of the Torrust Tracker Demo project, transitioning from a Proof of Concept (PoC) to a production-ready deployment system. The current repository has successfully demonstrated the viability of automated Torrust Tracker deployment, and now we're ready to architect the next generation based on lessons learned. **Related Issue**: #31 ## 🏗️ Current State: PoC Completion The existing implementation has successfully proven: - ✅ **Twelve-factor app methodology** works for tracker deployment - ✅ **Infrastructure as Code** approach is viable with OpenTofu/Terraform - ✅ **Local testing with KVM/libvirt** provides development parity - ✅ **Docker orchestration** handles all service dependencies correctly - ✅ **SSL automation** can be implemented (self-signed certificates working) - ✅ **Monitoring integration** with Grafana and Prometheus is functional - ✅ **Database migration** from SQLite to MySQL is successful ## 🎯 Redesign Goals This redesign aims to create a **production-ready, maintainable, and scalable deployment system** with: ### 1. **Engineering Excellence** - Professional software engineering practices - Comprehensive documentation and specifications - Test-driven development approach - Clear architectural decisions with rationale ### 2. **Production Readiness** - Multi-environment support (dev/staging/production) - Cloud-native deployment patterns - Security best practices and compliance - Monitoring, logging, and observability ### 3. **Developer Experience** - Simple onboarding and setup procedures - Clear development workflows - Comprehensive testing automation - Excellent documentation ### 4. **Operational Excellence** - Automated deployment pipelines - Infrastructure as Code for all environments - Backup and disaster recovery procedures - Performance optimization and scaling ## 📋 Redesign Process This PR follows a **structured 5-phase engineering process**: ### **Phase 0: Goals & Scope** 🎯 - **Status**: ✅ **Completed in this PR** - Project vision and strategic objectives - Success criteria and constraints - Stakeholder requirements analysis ### **Phase 1: Requirements** 📝 - **Status**: 🚧 **In Progress** - Detailed functional and non-functional requirements - Technical constraints and dependencies - Architecture requirements and patterns ### **Phase 2: Analysis** 🔍 - **Status**: 📋 **Planned** - Technology evaluation and selection - Risk analysis and mitigation strategies - Performance and scalability analysis ### **Phase 3: Design** 🏗️ - **Status**: 📋 **Planned** - System architecture and component design - API specifications and interfaces - Security architecture and patterns ### **Phase 4: Planning** 📅 - **Status**: 📋 **Planned** - Implementation roadmap and milestones - Resource allocation and timeline - Testing and validation strategies ## 🔄 Repository Transition Strategy ### **Current Repository (Frozen PoC)** - ✅ Marked as historical reference - ✅ No new features or major changes - ✅ Documentation maintained for reference - ✅ Serves as baseline behavior reference ### **New Implementation (This Redesign)** - 🚧 Complete documentation-first approach - 📋 Fresh architecture based on PoC lessons - 📋 Production-grade implementation - 📋 Comprehensive testing and validation ## 📚 Documentation Structure ``` docs/redesign/ ├── README.md # Navigation and overview ├── phase0-goals/ # Strategic documentation │ └── project-goals-and-scope.md ├── phase1-requirements/ # Technical requirements │ ├── three-phase-deployment-architecture.md │ ├── dependency-tracking-and-incremental-builds.md │ └── firewall-dynamic-handling.md ├── phase2-analysis/ # Technology analysis (planned) ├── phase3-design/ # System design (planned) └── phase4-planning/ # Implementation planning (planned) ``` ## 🎯 Success Criteria This redesign will be considered successful when: 1. **📖 Complete Documentation**: All phases have comprehensive, actionable documentation 2. **🏗️ Clear Architecture**: Well-defined system architecture with rationale for all decisions 3. **🧪 Validated Design**: All architectural decisions backed by analysis and prototyping 4. **�� Implementation Plan**: Clear roadmap with milestones and resource requirements 5. **👥 Community Alignment**: Stakeholder review and approval of the proposed direction ## 🔍 Key Improvements Over PoC Based on PoC learnings, the redesign addresses: ### **Architecture Improvements** - Better separation of concerns - More flexible multi-provider support - Improved configuration management - Enhanced security architecture ### **Operational Improvements** - Production-grade monitoring and alerting - Automated backup and recovery procedures - Performance optimization strategies - Scalability and load handling ### **Developer Experience Improvements** - Simplified local development setup - Better testing automation - Clearer contribution guidelines - Comprehensive troubleshooting documentation ## 🚀 Next Steps 1. **Complete Phase 1 Requirements** (next commits in this PR) - Detailed functional requirements - Non-functional requirements specification - Technical constraint analysis 2. **Begin Phase 2 Analysis** (subsequent commits) - Technology stack evaluation - Provider comparison and selection - Performance analysis and benchmarking 3. **Community Review** (when Phase 1 complete) - Stakeholder feedback on requirements - Technical review of proposed direction - Validation of success criteria ## �� Review Guidelines When reviewing this PR: - **Focus on Documentation Quality**: Is the documentation clear, complete, and actionable? - **Validate Requirements**: Do the requirements align with project goals and user needs? - **Check Architecture Logic**: Are architectural decisions well-reasoned and documented? - **Assess Feasibility**: Is the proposed approach technically and operationally feasible? ## 📝 Commit Structure This PR will contain multiple commits following this pattern: - **feat: [#31]** - Feature additions and new documentation - **docs: [#31]** - Documentation improvements and refinements - **refactor: [#31]** - Structural improvements to documentation - **analysis: [#31]** - Research and analysis work --- **This PR represents the foundation for the next generation of Torrust Tracker deployment tooling.** The goal is not just to improve the current system, but to create a reference implementation that demonstrates production-grade practices for the entire Torrust ecosystem. ACKs for top commit: josecelano: ACK d4a73fa Tree-SHA512: 4c99ccefce1fbad42c694b31fd555e55f5453e1584f2a1fcd14f8fef2ff23793a5d9d720d35f9dc03006f7f0387e061563c761a2015fbd2bb36bbded7dde0661
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.github/copilot-instructions.md

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## 📋 Document Maintenance
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**Torrust Tracker Demo** is the complete production deployment configuration for running a live [Torrust Tracker](https://github.com/torrust/torrust-tracker) instance. This repository provides:
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> ⚠️ **REPOSITORY STATUS: This repository is now FROZEN as a historical Proof of Concept (PoC).**
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>
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> - No new features or major refactors will be implemented here.
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> - Active engineering has moved to a **greenfield redesign initiative** documented under
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> `docs/redesign/` ([Issue #31](https://github.com/torrust/torrust-tracker-demo/issues/31)).
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> - Only documentation, requirements, and architecture specification updates are accepted in
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> this repo.
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>
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> If you are evaluating how Torrust Tracker _will_ be deployed going forward, start with: `docs/redesign/README.md`.
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**Torrust Tracker Demo** is a historical Proof of Concept that demonstrates a complete production deployment configuration for running a live [Torrust Tracker](https://github.com/torrust/torrust-tracker) instance. This repository provides:
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- **Production deployment** configurations for Hetzner cloud infrastructure
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- **Local testing environment** using KVM/libvirt virtualization
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- **Infrastructure as Code** approach using OpenTofu/Terraform and cloud-init
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- **Monitoring setup** with Grafana dashboards and Prometheus metrics
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- **Automated deployment** scripts and Docker Compose configurations
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This PoC still demonstrates a full twelve-factor style deployment (infrastructure provisioning + application lifecycle) and remains a reference for baseline behaviors. Its documentation is being actively curated to extract reusable requirements for the next-generation implementation.
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### Current Major Initiative
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We are migrating the tracker to a new infrastructure on Hetzner, involving:
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**Legacy Context (Superseded)**: We were migrating the tracker to a new infrastructure on Hetzner, involving:
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- Running the tracker binary directly on the host for performance
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- Using Docker for supporting services (Nginx, Prometheus, Grafana, MySQL)
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- Migrating the database from SQLite to MySQL
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- Implementing Infrastructure as Code for reproducible deployments
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**Current Focus**: Active engineering has moved to a **greenfield redesign initiative** documented under `docs/redesign/` ([Issue #31](https://github.com/torrust/torrust-tracker-demo/issues/31)). This repository is now frozen and serves as a historical reference.
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## 🏗️ Twelve-Factor Architecture
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This project implements a complete twelve-factor app architecture with clear separation between infrastructure provisioning and application deployment:
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- Prioritize security and best practices
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- Test infrastructure changes locally before suggesting them
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- Provide clear explanations and documentation
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- Consider the migration to Hetzner infrastructure in suggestions
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- **CRITICAL**: Understand this repository's frozen status - focus on documentation, requirements extraction, and architecture specification only
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- **NEW FEATURES**: Direct users to the redesign initiative in `docs/redesign/` for new functionality discussions
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- **INFRASTRUCTURE CHANGES**: Legacy infrastructure should only be modified for documentation purposes or critical fixes
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- **CRITICAL**: Respect the three-layer testing architecture (see Testing Requirements above)
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#### Testing Layer Separation (CRITICAL)

README.md

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[![Testing](https://github.com/torrust/torrust-tracker-demo/actions/workflows/testing.yml/badge.svg)](https://github.com/torrust/torrust-tracker-demo/actions/workflows/testing.yml)
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# Torrust Tracker Demo
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# Torrust Tracker Demo (Frozen Proof of Concept)
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This repo contains all the configuration needed to run the live Torrust Tracker demo.
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> ⚠️ REPOSITORY STATUS: **This repository is now FROZEN as a historical Proof of Concept (PoC).**
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>
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> - No new features or major refactors will be implemented here.
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> - Active engineering has moved to a **greenfield redesign initiative** documented under
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> `docs/redesign/` ([Issue #31](https://github.com/torrust/torrust-tracker-demo/issues/31)).
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> - Only documentation, requirements, and architecture specification updates are accepted in
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> this repo.
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>
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> If you are evaluating how Torrust Tracker _will_ be deployed going forward, start with: `docs/redesign/README.md`.
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This PoC still demonstrates a full twelve-factor style deployment (infrastructure provisioning +
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application lifecycle) and remains a reference for baseline behaviors. Its documentation is
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being actively curated to extract reusable requirements for the next-generation implementation.
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It's also used to track issues in production.
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Historic description (legacy context retained below for reference):
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This repo contains all the configuration needed to run the live Torrust Tracker demo.
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> IMPORTANT: We are in the process of [splitting the Torrust Demo repo into
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> two repos](https://github.com/torrust/torrust-demo/issues/79). This will
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> allow us to deploy both services independently and it would make easier for
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> users who only want to setup the tracker to re-use this setup. The content
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> of this repo may change drastically in the future.
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> (Legacy notice) We were in the process of
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> [splitting the Torrust Demo repo into two repos](https://github.com/torrust/torrust-demo/issues/79).
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> That plan has been superseded by the broader redesign captured in Issue #31.
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## 🏗️ Repository Structure
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docs/redesign/README.md

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# Redesign Docs (Freeze Mode)
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> **STATUS: DESIGN FREEZE** – Code here stays as-is. We are only improving the redesign
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> docs until the new implementation repo is created.
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These docs (Issue **#31**) explain where we are going and why. Keep it light, clear and
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useful for future contributors.
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## 🔄 Repository Transition Strategy
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This repository serves as the **specification and design phase** for the new production
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system. Here's the complete transition plan:
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### 1. **Current Repository (`torrust-tracker-demo`)**
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- **Final Status**: Will be archived as `torrust-tracker-demo-poc`
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- **Purpose**: Historical reference and complete specification for new system
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- **Contains**: Complete documentation through Phase 4 (Goals → Requirements → Analysis → Design → Planning)
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- **Role**: Blueprint and specification source for the new implementation
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### 2. **New Repository (`torrust-tracker-installer`)**
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- **Purpose**: Production-grade deployment system implementation
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- **Foundation**: Copy of this redesign documentation as starting point
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- **Implementation Phases**:
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- **Phase 5**: Implementation 🔨
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- **Phase 6**: Testing & Validation 🧪
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- **Phase 7**: Migration & Deployment 🚀
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### 3. **Documentation Handover**
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- **What Transfers**: All `docs/redesign/` content copied to new repository
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- **What Stays**: PoC code and configuration (for historical reference)
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- **Timing**: After Phase 4 (Planning) completion in this repository
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This approach separates **specification** (this repo) from **implementation** (new repo),
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ensuring clean separation of concerns and clear project boundaries.
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## What You Can Do Now
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| You want to… | Allowed? | How |
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| ------------------------------------------------- | -------- | ----------------------------------------------- |
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| Improve existing redesign docs || Edit files under `docs/redesign/` |
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| Add a missing focused requirement (e.g. firewall) || New file + link it here + reference #31 |
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| Add an ADR || Follow ADR format; keep it short & scoped |
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| Change PoC code / refactor || Archived; will rebuild clean later |
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| Bump dependencies / tooling || Unless a security issue (then open issue first) |
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| Modify scripts or tests || Only if a doc would be incorrect otherwise |
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If something outside the list is really needed (security/legal), open an issue and we’ll list it below.
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## Current Focus
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Closing **Phase 1 (Requirements)**. Last gap just filled:
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- Dynamic firewall / network exposure management → [`phase1-requirements/firewall-dynamic-handling.md`](./phase1-requirements/firewall-dynamic-handling.md)
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After a quick review we move to Phase 2 (measure current behaviour: performance, state, operational toil).
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## Folder Map
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| Folder | Purpose |
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| ---------------------- | ------------------------------------------ |
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| `phase0-goals/` | Project goals & scope |
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| `phase1-requirements/` | Agreed requirements & technical details |
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| `phase2-analysis/` | (Next) What the PoC actually does / limits |
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| `phase3-design/` | Future architecture sketches & decisions |
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| `phase4-planning/` | Milestones & rollout plan |
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| `community-input/` | Collected suggestions & feedback |
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## Simple 8-Phase Flow
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**Specification & Design Phases** (in this repository):
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0. Goals & scope (what we're trying to achieve)
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1. Requirements (what matters technically)
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2. Analyse current PoC (truth vs assumptions)
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3. Design new solution
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4. Plan build & migration
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**Implementation Phases** (in new `torrust-tracker-installer` repository):
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1. Implementation (build the new system)
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2. Testing & validation (comprehensive testing)
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3. Migration & deployment (production rollout)
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## Next Up (Short List)
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| Item | Phase | Status |
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| --------------------------------------------------- | ----- | -------------- |
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| Runtime state & persistence inventory | 2 | Planned |
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| Performance baseline (throughput/latency/resources) | 2 | Planned |
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| Dynamic firewall ADR (pick final approach) | 1 | Pending review |
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| Deployment topology options | 3 | Drafting |
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| Build graph / incremental strategy | 3 | Backlog |
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## Related
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- Master issue: [#31 – Redesign](https://github.com/torrust/torrust-tracker-demo/issues/31)
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## Exceptional Changes (none)
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_Empty. Add entries here only if an approved out‑of‑scope change happens._
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# Project Goals and Scope
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**Category**: Product Vision and Scope
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**Priority**: Critical
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**Status**: Draft
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## Primary Goal
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**Enable system administrators to provision a virtual machine and set up the Torrust tracker in an
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almost fully automated way (90% automation), providing excellent user experience and lowering
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the barrier to tracker adoption.**
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### Success Criteria
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- 90% automation of the installation process
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- Clear, intuitive user experience for system administrators
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- Significantly reduced time-to-deployment compared to manual installation
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- Comprehensive documentation that guides users through the entire process
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- Minimal technical expertise required beyond basic system administration
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## Secondary Goals
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### Documentation and Knowledge Transfer
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**Comprehensive documentation of tracker installation requirements including:**
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- System dependencies and prerequisites
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- Host system configuration best practices
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- Firewall configuration and security requirements
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- Performance tuning recommendations
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- Troubleshooting guides and common issues
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### Benefits
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- Reduces support burden through self-service documentation
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- Establishes best practices for tracker deployment
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- Enables community contribution to installation knowledge
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- Provides reference for manual installations when automation isn't sufficient
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## Long-Term Goals
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### Multi-Provider Support
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**Provide support for multiple cloud hosting providers to maximize deployment flexibility.**
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#### Planned Providers
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- Local virtualization (libvirt/KVM) - _Currently implemented_
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- Cloud providers (AWS, DigitalOcean, Hetzner, etc.) - _Future roadmap_
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#### Benefits
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- User choice and flexibility in hosting platform
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- Reduced vendor lock-in
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- Market expansion to different cloud ecosystems
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- Resilience against provider-specific limitations
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## Explicit Out-of-Scope
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### Server Maintenance
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**Rationale**: This is a one-execution installer focused on initial deployment.
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- **Not included**: Post-installation system updates
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- **Not included**: Application updates and patching
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- **Not included**: Ongoing maintenance automation
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- **Alternative**: Users handle maintenance through standard system administration practices
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### Dynamic Scaling and High Availability
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**Rationale**: The installer is intentionally focused on a single-node deployment
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for two primary reasons:
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1. **Application Architecture**: The Torrust tracker application itself does not
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natively support horizontal scaling. Peer data is managed in memory on a
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single instance, meaning that true high availability or load balancing would
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require significant changes to the core tracker application, which is beyond
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the scope of this installer project.
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2. **Target Audience**: The primary users are often hobbyists or small groups
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who require a simple, cost-effective, single-server deployment. The current
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architecture meets this need directly.
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- **Not included**: Auto-scaling based on load.
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- **Not included**: Multi-instance load balancing or high-availability clusters.
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- **Not included**: Automatic migration to larger servers.
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- **Alternative**: Users can manually migrate to a more powerful server by
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provisioning new infrastructure and transferring their data.
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### Migration Between Providers
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**Rationale**: Complex cross-provider migration is beyond project scope.
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- **Not included**: Automated provider-to-provider migration
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- **Not included**: Data migration tooling
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- **Not included**: Cross-provider compatibility layers
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- **Alternative**: Fresh deployment on new provider with manual data migration
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### 100% Automation
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**Rationale**: Perfect automation has diminishing returns for a typically one-time installation.
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- **Acceptable**: 10% manual steps for complex or rarely-automated tasks
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- **Acceptable**: Manual verification steps for security-critical operations
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- **Acceptable**: Provider-specific manual configuration where APIs are insufficient
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- **Focus**: Automate the 90% that provides the most value
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### Provider Account Resource Isolation
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**Rationale**: Provider-level resource isolation requires complex provider-specific
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implementation that varies significantly across cloud providers.
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### Multi-User Deployment Management
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**Rationale**: The project is designed for a single system administrator to perform a one-time
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deployment. It is not intended to be a multi-user platform for managing different
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environments.
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- **Not included**: Remote state management for team collaboration (e.g., Terraform Cloud, S3 backend)
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- **Not included**: Role-based access control for infrastructure changes
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- **Not included**: Environment management for multiple users
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- **Alternative**: The system uses local state files, which is sufficient for the
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single-administrator use case. Disaster recovery relies on data and configuration backups,
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not on collaborative state management.
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### Generic Infrastructure Abstraction Layer
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**Rationale**: Building a custom abstraction layer to normalize infrastructure resources across
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different cloud providers (e.g., creating a generic "server" or "network" concept) is a
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significant engineering effort that replicates the core functionality of tools like OpenTofu
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and Terraform. The project's goal is to leverage these existing IaC tools, not to reinvent
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them.
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- **Not included**: A custom, intermediate API or schema for defining infrastructure.
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- **Alternative**: Directly use provider-specific configurations within OpenTofu, mapping
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project needs to the native capabilities of each provider. This approach is more maintainable
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and aligns with industry best practices.
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- **Not included**: Resource name prefixes for environment isolation
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- **Not included**: Private network creation for environment separation
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- **Not included**: Provider-specific isolation mechanisms (VPCs, resource groups, etc.)
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- **Not included**: Automatic project/account boundary management
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**Implication**: Multiple environments deployed to the same provider account will
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create independent resources (VMs, storage, networking) but these resources remain
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visible and potentially accessible to each other within the provider account scope.
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**Provider-Specific Workarounds**: Some providers offer account-level isolation:
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- **Hetzner Cloud**: Use separate projects with project-specific API tokens for true isolation
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- **AWS**: Use separate accounts or strict IAM policies per environment
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- **Application Perspective**: The installer treats each provider profile (token/credentials)
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as a completely isolated infrastructure boundary, regardless of actual provider-level separation
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**Alternative**: Manual provider account management and project separation by users who
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require strict environment isolation.
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## Target Audience
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### Primary Users
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- **System Administrators**: Setting up tracker infrastructure
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- **DevOps Engineers**: Integrating tracker deployment into existing workflows
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- **Self-hosters**: Individuals running personal tracker instances
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### User Characteristics
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- Basic understanding of Linux system administration
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- Familiarity with command-line interfaces
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- Understanding of networking concepts (DNS, firewalls, etc.)
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- May or may not have cloud provider experience
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## Value Proposition
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### For Users
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- **Reduced Complexity**: Streamlined installation process
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- **Time Savings**: Hours reduced to minutes for deployment
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- **Reliability**: Tested, repeatable deployment process
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- **Flexibility**: Choice of hosting providers and configurations
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### For Torrust Ecosystem
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- **Adoption**: Lower barriers increase user base
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- **Quality**: Standardized deployments reduce support issues
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- **Community**: Enables focus on tracker features rather than deployment
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## Measurement Criteria
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### Quantitative Metrics
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- **Deployment Time**: From start to working tracker (target: < 30 minutes)
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- **Automation Percentage**: Automated steps vs total steps (target: 90%)
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- **Success Rate**: Successful deployments vs attempted deployments
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- **Documentation Coverage**: Percentage of installation scenarios documented
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### Qualitative Metrics
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- **User Feedback**: Ease of use and clarity of process
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- **Community Adoption**: Usage in community deployments
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- **Support Reduction**: Fewer installation-related support requests
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---
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**Note**: This scope definition emerged from lessons learned during the proof of concept phase
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and community feedback about deployment complexity.

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