---
title: Deployment checklists
description: Use these checklists when deploying your directory service:
component: pingds
version: 8.1
page_id: pingds:deployment-guide:checklists
canonical_url: https://docs.pingidentity.com/pingds/8.1/deployment-guide/checklists.html
revdate: 2025-10-22T14:42:39Z
keywords: ["Architecture", "Deployment", "Features", "Integration", "LDAP"]
section_ids:
  checklist-initiation: Initiate the project
  checklist-support: Prepare supportability
  checklist-design: Design the service
  checklist-development: Develop the service
  checklist-implementation: Implement the service
  checklist-maintenance: Maintain the service
---

# Deployment checklists

Use these checklists when deploying your directory service:

## Initiate the project

| Task                                                        | Done? |
| ----------------------------------------------------------- | ----- |
| Understand the business requirements for your DS deployment | ▢     |
| Identify key client applications                            | ▢     |
| Identify project stakeholders                               | ▢     |
| Define SLOs based on business requirements                  | ▢     |
| Define project scope                                        | ▢     |
| Define project roles and responsibilities                   | ▢     |
| Schedule DS training for deployment team members            | ▢     |

## Prepare supportability

| Task                                                                  | Done? |
| --------------------------------------------------------------------- | ----- |
| Find out how to get help and support from Ping Identity and partners  | ▢     |
| Find out how to get training from Ping Identity and partners          | ▢     |
| Find out how to keep up to date with new development and new releases | ▢     |
| Find out how to report problems                                       | ▢     |

## Design the service

| Task                                                            | Done? |
| --------------------------------------------------------------- | ----- |
| Understand the roles of directory components                    | ▢     |
| Define architecture, mapping requirements to component features | ▢     |
| Define the directory data model                                 | ▢     |
| Define the directory access model                               | ▢     |
| Define the replication model                                    | ▢     |
| Define how to backup, restore, and recover data                 | ▢     |
| Define how you will monitor and audit the service               | ▢     |
| Determine how to harden and secure the service                  | ▢     |

## Develop the service

| Task                                                     | Done? |
| -------------------------------------------------------- | ----- |
| Engage development of custom server plugins as necessary | ▢     |
| Apply configuration management                           | ▢     |
| Create a test plan                                       | ▢     |
| Engage automation, continuous integration                | ▢     |
| Create a documentation plan                              | ▢     |
| Create a maintenance and support plan                    | ▢     |
| Pilot the implementation                                 | ▢     |
| Size systems to provision for production                 | ▢     |
| Execute test plans                                       | ▢     |
| Execute documentation plans                              | ▢     |
| Create a rollout plan in alignment with all stakeholders | ▢     |
| Prepare patch and upgrade plans                          | ▢     |

## Implement the service

| Task                                               | Done? |
| -------------------------------------------------- | ----- |
| Ensure appropriate support for production services | ▢     |
| Execute the rollout plan                           | ▢     |
| Engage ongoing monitoring and auditing services    | ▢     |
| Engage ongoing maintenance and support             | ▢     |

## Maintain the service

| Task                                                              | Done? |
| ----------------------------------------------------------------- | ----- |
| Execute patch and upgrade plans as necessary                      | ▢     |
| Plan how to adapt the deployment to new and changing requirements | ▢     |