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A successful on-premises deployment requires a dedicated team with deep technical expertise across various domains. Your organization is responsible for provisioning, managing, securing, and ensuring the high availability (HA) and disaster recovery (DR) of several foundational services.

This document outlines the required skillsets, broken down by functional area. Assign personnel with the necessary expertise for each category before beginning the deployment process.

Why these skills matter

The platform uses a zero-trust security model with cryptographic verification at every layer. Keys are never exposed outside secure hardware. All communication is encrypted and authenticated. Every state change is recorded in an immutable, auditable Merkle tree. See Security for details.

Related documentation: For detailed component HA/DR strategies, see Resilience planning.

Infrastructure and deployment expertise

The platform components are deployed as containerized applications into your environment, typically leveraging Kubernetes or OpenShift.

Expertise areaSkillsetResponsibilities
Container orchestration (Kubernetes/OpenShift)• Managing containerized environments (Kubernetes, OpenShift)
• StatefulSets, Deployments, Services, ConfigMaps, Secrets
• Deploy and manage platform pods
• Configure HA and resource limits
• Troubleshoot pod failures
Helm configuration• Helm charts and complex YAML configurations• Manage values.yaml and Helm releases
• Perform helm install/upgrade operations
• Manage environment configurations
Container image management (Docker/Podman)• Container runtimes and image management
• Image signing and verification
• Maintain private Container Registry
• Mirror images from metaco.azurecr.io
• Verify container signatures
Linux administration• Linux OS administration
• systemd, file permissions, networking
• Maintain host environment
• Support HSM CLI interactions
• Manage persistent volumes
Telemetry & observability• Monitoring and logging
• OpenTelemetry, Prometheus, Grafana
• Deploy OTEL Collector
• Configure dashboards and alerts
• Manage log forwarding

Services management

You are responsible for provisioning, managing, securing, and ensuring the HA/DR of these core dependencies.

Expertise areaSkillsetResponsibilities
Database management (PostgreSQL)• PostgreSQL deployment, security, backup/restore
• Replication strategies, connection pooling
• Provision PostgreSQL instances (v14+)
• Implement HA/DR strategy
Critical: Time-sync backups with ARF
See Database Planning
Messaging broker administration (AMQP)• AMQP message brokers (RabbitMQ)
• Quorum queues, clustering
• Provision and configure broker with HA/DR
• Configure SSL/TLS and monitoring
See Messaging Planning
Blockchain node operations• Blockchain node deployment and maintenance
• Node types (Full vs. Archive), RPC APIs
• Provision nodes meeting platform requirements
• Implement load balancing and monitoring
• Manage upgrades during hard forks
See Blockchain Node Planning

Security and key management expertise

The platform's institutional-grade security relies on expertise in managing cryptographic infrastructure and network security.

Expertise areaSkillsetResponsibilities
Key management system (KMS) administrationHSM: Vendor-specific expertise, partition setup, HA groups
MPC: Distributed systems, threshold cryptography, DKG
• Perform initial KMS setup for notary and vault
• Configure HA and backup/recovery procedures
• Coordinate DKG ceremonies (MPC)
See: KMS Integration
Public key infrastructure (PKI) and TLS/mTLS• PKI concepts, certificate lifecycles, CAs
• TLS/mTLS configuration, X.509 certificates
• Issue TLS certificates from internal CA
• Configure mTLS for zero-trust communication
• Manage certificate rotation
See Security
Network security and firewall planning• Enterprise network architecture
• Firewall rules, proxy configuration, network policies
• Implement network security and firewall plan
• Configure ingress, proxy, and network policies
See Network planning
Disaster recovery procedures• Security-sensitive recovery operations
• State Review Authority role, ARF verification
• Execute ARF recovery procedure
• Register State Review Authority public key
• Coordinate time-synced backups with DBAs
See Recover ARF

Application and governance expertise

Management of the application layer—including user roles, access control, and transaction rules—requires specific platform knowledge.

Expertise areaSkillsetResponsibilities
Governance design• Institutional governance models and risk controls
• Domain hierarchy, RBAC, approval workflows
• Design Domain hierarchy and User Roles
• Create approval Policies with quorum requirements
• Implement breakglass policies
See Governance, Policy Design
Scripting and logic (for advanced policies)• JSON and JavaScript for policy conditions
• Conditional expressions using context object
• Write custom policy conditions
• Create risk-based policies (amount thresholds, account properties)
See Policy Examples
Security operations• Platform security model and Genesis Block concept
• ARF and State Review Authority concepts
• Define and implement the Genesis Block
Note: Genesis can only be loaded once
• Register State Review Authority public key
See Genesis payload reference
Compliance & audit• Cryptographic audit trail and data integrity
• Merkle trees, entity signatures, regulatory requirements
• Verify data integrity and entity signatures
• Generate audit reports for regulators
• Coordinate with external auditors
See Security

Checklist: Before you proceed

Personnel assigned

  • Infrastructure team with Kubernetes/Helm expertise identified.
  • Database administrator with PostgreSQL HA/DR experience assigned.
  • Security team for KMS administration and PKI/TLS assigned.
  • Governance/policy designer with domain modeling experience assigned.
  • Compliance officer for audit trail and regulatory requirements assigned.

Decisions made

  • Deployment model confirmed (Kubernetes distribution: EKS, GKE, AKS, or on-premises).
  • Primary and backup personnel assigned for each expertise area.
  • Escalation paths defined for security-critical operations (e.g., ARF recovery).

Next step

Next: Resilience planning - Understand the platform components and your HA/DR responsibilities.