Step 5
Choose the next operating concern before you walk away.
A working cluster is not the end of setup. The next move should be deliberate: harden it, expose it, wire backups, or move into the operating guides that match the job in front of you.
Decision matrix
Recommended first order after the cluster is healthy
| If this is your situation | Do this next | Why first |
|---|---|---|
| Default production rollout | Production checklist | It turns a merely working cluster into one with explicit security, durability, and readiness gates before teams depend on it. |
| You have not yet proven backup or restore | Backups | The first risky upgrade should not be the first time object storage, backup auth, and restore assumptions are tested. |
| You need user or edge access now | External access | TLS mode, exposure path, and user auth assumptions should be settled before traffic and clients grow around a temporary shortcut. |
| You are already planning the first version change | Upgrades | Upgrade strategy and pre-upgrade snapshot expectations need to be deliberate, not improvised after the version field changes. |
Pick the next operating concern
- 01Open
Finish the production checklist
Close the gap between a working cluster and an environment you can responsibly expose and support.
- 02Open
Expose the cluster safely
Choose Gateway API, Ingress, or service exposure with the TLS posture your profile actually supports.
- 03Open
Configure backups and restore readiness
Wire snapshots before the first risky change so restore is practiced before an incident or failed rollout.
- 04Open
Plan upgrades and routine operations
Choose the upgrade strategy, then move into maintenance, troubleshooting, and operating runbooks.
- 05Open
Onboard tenant namespaces
Use OpenBaoTenant when the platform team owns the operator and teams consume OpenBao as a service.
When you need deeper context
You are reading the unreleased main docs. Use the version menu for the newest published release, or check the release notes for what is already out.
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