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| # Choose your deployment path | ||
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| This page helps you select the right deployment path for WSO2 Identity Server based on your goals, environment, and operational requirements. Each path provides a focused, step-by-step sequence from prerequisites to a verified, running deployment. | ||
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| ## Before you begin | ||
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| Before you select a deployment path, gather the following information: | ||
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| - **Deployment goal** — Are you evaluating WSO2 Identity Server, or preparing for production use? | ||
| - **Availability requirements** — Do you need high availability (HA), disaster recovery (DR), or a single-node setup? | ||
| - **Platform preference** — Will you deploy on virtual machines, bare metal, or a container platform such as Kubernetes or OpenShift? | ||
| - **Expected user base** — How many concurrent users and transactions per second (TPS) do you expect? | ||
| - **Infrastructure inputs** — Do you have your database, user store, hostnames, TLS certificates, and load balancer details ready? | ||
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| ## Deployment paths | ||
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| WSO2 Identity Server supports four deployment paths. Each path targets a specific use case and guides you through only the steps relevant to that scenario. | ||
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| ### Path A: Evaluation (single node) | ||
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| A single-node WSO2 Identity Server instance with default configuration, suitable for feature exploration and proof-of-concept testing. Set up takes under 1 hour. | ||
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| [Get started with Path A]({{base_path}}/deploy/deployment-paths/evaluation){ .md-button } | ||
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| --- | ||
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| ### Path B: Production (single region, high availability) | ||
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| A two-node (or more) clustered deployment fronted by a load balancer, connected to an external database and user store, with TLS and security hardening applied. This path covers the most common production scenario. | ||
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| [Get started with Path B]({{base_path}}/deploy/deployment-paths/production-ha){ .md-button } | ||
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| --- | ||
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| ### Path C: Production (multi-region, disaster recovery) | ||
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| A multi-region deployment with data replication, regional failover, and disaster recovery capabilities. Builds on Path B. | ||
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| [Get started with Path C]({{base_path}}/deploy/deployment-paths/production-dr){ .md-button } | ||
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| --- | ||
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| ### Path D: Container platforms (Kubernetes and OpenShift) | ||
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| A containerized, orchestrated deployment on Kubernetes or OpenShift with automated scaling, rolling updates, and declarative configuration management.. | ||
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| [Get started with Path D]({{base_path}}/deploy/deployment-paths/containers){ .md-button } | ||
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| --- | ||
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| ## Compare deployment paths | ||
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| Use the following table to compare paths at a glance. | ||
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| | Criteria | Path A: Evaluation | Path B: Production HA | Path C: Multi-region DR | Path D: Containers | | ||
| |---|---|---|---|---| | ||
| | **Nodes** | 1 | 2+ | 2+ per region | 2+ pods | | ||
| | **Database** | Embedded H2 | External RDBMS | External RDBMS per region | External RDBMS | | ||
| | **Load balancer** | Not required | Required | Required per region | Ingress controller | | ||
| | **High availability** | No | Yes | Yes | Yes | | ||
| | **Disaster recovery** | No | No | Yes | Depends on cluster setup | | ||
| | **Clustering** | No | Yes (WKA, AWS, or Kubernetes scheme) | Yes | Yes (Kubernetes scheme) | | ||
| | **Security hardening** | Default | Full hardening | Full hardening | Full hardening | | ||
| | **Typical audience** | Developers, evaluators | Platform engineers, infrastructure architects, DevOps teams | Platform engineers, infrastructure architects, DevOps teams | Platform engineers, infrastructure architects, DevOps teams | | ||
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| ## After you complete a path | ||
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| Once you select a path and complete the deployment, refer to these resources for ongoing operations: | ||
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| - [Performance tuning recommendations]({{base_path}}/deploy/performance/performance-tuning-recommendations) — Optimize JVM, OS, and database settings for your workload. | ||
| - [Backup and recovery recommendations]({{base_path}}/deploy/backup-and-recovery-recommendations) — Establish backup schedules for databases and file systems. | ||
| - [Monitor WSO2 Identity Server]({{base_path}}/deploy/monitor/) — Configure logging, health checks, and alerts. | ||
| - [Security guidelines]({{base_path}}/deploy/security/security-guidelines/) — Review and apply product, OS, and network security hardening. | ||
| - [Upgrade WSO2 Identity Server]({{base_path}}/deploy/upgrade/upgrade-wso2-is) — Apply updates and upgrade to newer versions. | ||
| - [Compliance]({{base_path}}/deploy/compliance/) — Meet GDPR, CCPA, FIPS, and FAPI requirements. | ||
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| ## Next steps | ||
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| Select the deployment path that matches your requirements and follow the linked guides. If you need help deciding, consider the following: | ||
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| - **Starting fresh?** Begin with **Path A** to explore the product, then move to **Path B** or **Path D** for production. | ||
| - **Going to production on virtual machines?** Start with **Path B** directly. | ||
| - **Need geographic redundancy?** Complete **Path B** first, then extend with **Path C**. | ||
| - **Running Kubernetes or OpenShift?** Go directly to **Path D**. | ||
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| # Path D: Container platforms (Kubernetes and OpenShift) | ||
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| Use this path to deploy WSO2 Identity Server on Kubernetes or OpenShift with platform-native orchestration, automated scaling, and declarative configuration management. | ||
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| ## Overview | ||
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| <table> | ||
| <tbody> | ||
| <tr> | ||
| <td><b>Who this path targets</b></td> | ||
| <td>Platform engineers, infrastructure architects, and DevOps teams deploying WSO2 Identity Server on Kubernetes or OpenShift.</td> | ||
| </tr> | ||
| <tr> | ||
| <td><b>What you will build</b></td> | ||
| <td>A containerized, orchestrated WSO2 Identity Server deployment with automated scaling, rolling updates, and platform-native service discovery.</td> | ||
| </tr> | ||
| <tr> | ||
| <td><b>What this path excludes</b></td> | ||
| <td>Virtual machine or bare-metal deployment details. For those, see <a href="{{base_path}}/deploy/deployment-paths/production-ha">Path B</a> or <a href="{{base_path}}/deploy/deployment-paths/production-dr">Path C</a>.</td> | ||
| </tr> | ||
| <tr> | ||
| <td><b>Estimated duration</b></td> | ||
| <td>1 to 3 days, depending on cluster readiness and familiarity with Kubernetes or OpenShift.</td> | ||
| </tr> | ||
| <tr> | ||
| <td><b>Pre-requisites</b></td> | ||
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| <td> | ||
| <ul> | ||
| <li>A running Kubernetes (1.20+) or OpenShift (4.x+) cluster</li> | ||
| <li>An external RDBMS accessible from the cluster</li> | ||
| <li>A user store (JDBC-based or LDAP/Active Directory)</li> | ||
| <li>Container registry access for WSO2 Identity Server images</li> | ||
| <li>An ingress controller or route configuration for external access</li> | ||
| <li>TLS certificates for the deployment hostname</li> | ||
| </ul> | ||
| </td> | ||
| </tr> | ||
| <tr> | ||
| <td><b>Exit criteria</b></td> | ||
| <td>WSO2 Identity Server pods run and pass readiness and liveness probes. Authentication flows complete through the ingress endpoint. Rolling updates apply without service interruption.</td> | ||
| </tr> | ||
| </tbody> | ||
| </table> | ||
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| ## Choose this path when | ||
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| - Your organization standardizes on Kubernetes or OpenShift. | ||
| - You want platform-native orchestration and automated scaling. | ||
| - You prefer declarative configuration management for your deployments. | ||
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| ## Key resources | ||
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| - [Deploy on Kubernetes]({{base_path}}/deploy/deploy-is-on-kubernetes) | ||
| - [Deploy on OpenShift]({{base_path}}/deploy/deploy-is-on-openshift) | ||
| - [Kubernetes membership scheme]({{base_path}}/deploy/deployment-guide#clustering-related-configurations) (clustering configuration) | ||
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| ## Next steps | ||
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| - Review [day-2 operations]({{base_path}}/deploy/choose-your-deployment-path#after-you-complete-a-path) for performance tuning, monitoring, and backup recommendations. | ||
| - Return to [Start here and choose your deployment path]({{base_path}}/deploy/choose-your-deployment-path) to compare all paths. | ||
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| @@ -0,0 +1,58 @@ | ||||||
| # Path A: Evaluation (single node) | ||||||
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| Use this path to explore WSO2 Identity Server features, build a proof of concept, or familiarize yourself with the product before planning a production deployment. | ||||||
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| ## Overview | ||||||
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| <table> | ||||||
| <tbody> | ||||||
| <tr> | ||||||
| <td><b>Who this path targets</b></td> | ||||||
| <td>Developers, architects, and technical evaluators exploring WSO2 Identity Server features for the first time.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>What you will build</b></td> | ||||||
| <td>A single-node WSO2 Identity Server instance running with default or minimal configuration, suitable for feature exploration and proof-of-concept testing.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>What this path excludes</b></td> | ||||||
| <td>High availability, clustering, production-grade security hardening, performance tuning, and disaster recovery.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>Estimated duration</b></td> | ||||||
| <td>Under 1 hour.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>Pre-requisites</b></td> | ||||||
|
Check warning on line 26 in en/identity-server/next/docs/deploy/deployment-paths/evaluation.md
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| <td> | ||||||
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Comment on lines
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Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Use “Prerequisites” consistently. Line 26 uses “Pre-requisites”. Please standardize to “Prerequisites” (and mirror the same fix in the other new path pages for consistency). ✏️ Suggested wording fix-<td><b>Pre-requisites</b></td>
+<td><b>Prerequisites</b></td>As per coding guidelines, "Use one term per concept; do not switch terminology mid-document or randomly mix expanded and abbreviated forms." 🤖 Prompt for AI Agents |
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| <ul> | ||||||
| <li>A machine that meets the <a href="{{base_path}}/deploy/get-started/install">system requirements</a></li> | ||||||
| <li>Java Development Kit (JDK) 11, 17, or 21</li> | ||||||
| </ul> | ||||||
| </td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>Exit criteria</b></td> | ||||||
| <td>WSO2 Identity Server starts, and you can sign in to the Console at <code>https://localhost:9443/console</code>.</td> | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Use repository-standard login verb form. Line 36 uses “sign in”; this repository convention is “log in” (verb) and “login” (noun/adjective). ✏️ Suggested wording fix-<td>WSO2 Identity Server starts, and you can sign in to the Console at <code>https://localhost:9443/console</code>.</td>
+<td>WSO2 Identity Server starts, and you can log in to the Console at <code>https://localhost:9443/console</code>.</td>Based on learnings: use 'log in' as the verb and 'login' as the noun/adjective consistently across Markdown documentation in this repository. 📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
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| </tr> | ||||||
| </tbody> | ||||||
| </table> | ||||||
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| !!! warning "Not for production use" | ||||||
| The evaluation path uses the embedded H2 database and default keystores. Do not use this configuration in production environments. | ||||||
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| ## Choose this path when | ||||||
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| - You want to test WSO2 Identity Server features in a local environment. | ||||||
| - You need to build a proof of concept or demo. | ||||||
| - You want to familiarize yourself with the product before planning a production deployment. | ||||||
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| ## Key steps | ||||||
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| 1. [Install WSO2 Identity Server]({{base_path}}/deploy/get-started/install) on your machine. | ||||||
| 2. [Start WSO2 Identity Server]({{base_path}}/deploy/get-started/run-the-product) and verify the Console loads. | ||||||
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| ## Next steps | ||||||
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| - After evaluating the product, move to [Path B: Production (single region, HA)]({{base_path}}/deploy/deployment-paths/production-ha) or [Path D: Container platforms]({{base_path}}/deploy/deployment-paths/containers) for production deployment. | ||||||
| - Return to [Start here and choose your deployment path]({{base_path}}/deploy/choose-your-deployment-path) to compare all paths. | ||||||
| Original file line number | Diff line number | Diff line change | ||||
|---|---|---|---|---|---|---|
| @@ -0,0 +1,75 @@ | ||||||
| # Path C: Production (multi-region, disaster recovery) | ||||||
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| Use this path to deploy WSO2 Identity Server across geographic regions with cross-region redundancy, failover, and disaster recovery capabilities. | ||||||
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| ## Overview | ||||||
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| <table> | ||||||
| <tbody> | ||||||
| <tr> | ||||||
| <td><b>Who this path targets</b></td> | ||||||
| <td>Platform engineers, infrastructure architects, and DevOps teams who require cross-region redundancy, low-latency access for geographically distributed users, or regulatory compliance for data residency.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>What you will build</b></td> | ||||||
| <td>A multi-region WSO2 Identity Server deployment with data replication, regional failover, and disaster recovery capabilities.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>What this path excludes</b></td> | ||||||
| <td>Single-region HA details (complete <a href="{{base_path}}/deploy/deployment-paths/production-ha">Path B</a> first). Container orchestration specifics (see <a href="{{base_path}}/deploy/deployment-paths/containers">Path D</a> for Kubernetes or OpenShift).</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>Estimated duration</b></td> | ||||||
| <td>1 to 2 weeks, depending on the number of regions, data replication strategy, and network configuration.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>Pre-requisites</b></td> | ||||||
|
Check warning on line 26 in en/identity-server/next/docs/deploy/deployment-paths/production-dr.md
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| <td> | ||||||
| <ul> | ||||||
| <li>All pre-requisites from Path B, replicated per region</li> | ||||||
| <li>A data replication strategy (identity and configuration data, or partitioned by region)</li> | ||||||
| <li>Cross-region network connectivity and DNS failover configuration</li> | ||||||
| <li>Database replication technology (database-vendor-specific)</li> | ||||||
| </ul> | ||||||
| </td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>Exit criteria</b></td> | ||||||
| <td>Each region operates independently during normal conditions. Failover to a secondary region completes within the defined RTO. Data consistency meets the defined RPO.</td> | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Define Line 38 introduces ✏️ Suggested wording fix-<td>Each region operates independently during normal conditions. Failover to a secondary region completes within the defined RTO. Data consistency meets the defined RPO.</td>
+<td>Each region operates independently during normal conditions. Failover to a secondary region completes within the defined recovery time objective (RTO). Data consistency meets the defined recovery point objective (RPO).</td>As per coding guidelines, "Define acronyms on first use unless universally known." 📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
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| </tr> | ||||||
| </tbody> | ||||||
| </table> | ||||||
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| !!! note "Complete Path B first" | ||||||
| Multi-region deployments build on single-region HA. Establish a working single-region cluster before adding cross-region replication and failover. | ||||||
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| ## Choose this path when | ||||||
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| - You need to survive an entire region failure. | ||||||
| - You serve geographically distributed users and require low-latency access. | ||||||
| - You must meet data residency regulations that require data to remain in specific regions. | ||||||
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| ## Data replication considerations | ||||||
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| WSO2 Identity Server data falls into three categories: | ||||||
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| - **Identity and entitlement data** — usernames, passwords, attributes, roles, and role assignments. | ||||||
| - **Configuration data** — service providers, identity providers, and policies. | ||||||
| - **Operational data** — sessions, OAuth2 tokens, and logs. | ||||||
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| Your replication strategy depends on your requirements: | ||||||
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| - Synchronize all data across regions. | ||||||
| - Synchronize only configuration data and partition identity data by region. | ||||||
| - Partition all data by region. | ||||||
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| ## Key resources | ||||||
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| - [Understanding disaster recovery]({{base_path}}/deploy/disaster-recovery/understanding-disaster-recovery) | ||||||
| - [Disaster recovery deployment patterns]({{base_path}}/deploy/disaster-recovery/disaster-recovery-deployment-patterns) | ||||||
| - [Additional reading on disaster recovery]({{base_path}}/deploy/disaster-recovery/additional-reading-on-disaster-recovery) | ||||||
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| ## Next steps | ||||||
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| - Review [day-2 operations]({{base_path}}/deploy/choose-your-deployment-path#after-you-complete-a-path) for performance tuning, monitoring, and backup recommendations. | ||||||
| - Return to [Start here and choose your deployment path]({{base_path}}/deploy/choose-your-deployment-path) to compare all paths. | ||||||
| Original file line number | Diff line number | Diff line change | ||||
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| @@ -0,0 +1,66 @@ | ||||||
| # Path B: Production (single region, high availability) | ||||||
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| Use this path to deploy a resilient, production-grade WSO2 Identity Server cluster within a single data center or cloud region. This path covers the most common production scenario. | ||||||
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| ## Overview | ||||||
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| <table> | ||||||
| <tbody> | ||||||
| <tr> | ||||||
| <td><b>Who this path targets</b></td> | ||||||
| <td>Platform engineers, infrastructure architects, and DevOps teams deploying WSO2 Identity Server for production workloads in a single data center or cloud region.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>What you will build</b></td> | ||||||
|
Check warning on line 14 in en/identity-server/next/docs/deploy/deployment-paths/production-ha.md
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| <td>A two-node (or more) clustered WSO2 Identity Server deployment fronted by a load balancer, connected to an external database and user store, with TLS and security hardening applied.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>What this path excludes</b></td> | ||||||
| <td>Multi-region replication, disaster recovery, and container orchestration. For those requirements, see <a href="{{base_path}}/deploy/deployment-paths/production-dr">Path C</a> or <a href="{{base_path}}/deploy/deployment-paths/containers">Path D</a>.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>Estimated duration</b></td> | ||||||
| <td>1 to 3 days, depending on environment readiness and organizational approval processes.</td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>Pre-requisites</b></td> | ||||||
|
Check warning on line 26 in en/identity-server/next/docs/deploy/deployment-paths/production-ha.md
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| <td> | ||||||
| <ul> | ||||||
| <li>Two or more machines meeting the <a href="{{base_path}}/deploy/get-started/install">system requirements</a> (at least 4 vCPUs, 4 GB RAM, 10 GB disk each)</li> | ||||||
| <li>An external RDBMS (PostgreSQL, MySQL, Oracle, MSSQL, or MariaDB)</li> | ||||||
| <li>A load balancer (for example, NGINX or a cloud-native load balancer)</li> | ||||||
| <li>TLS certificates for the deployment hostname</li> | ||||||
| <li>The production hostname and DNS records</li> | ||||||
| </ul> | ||||||
| </td> | ||||||
| </tr> | ||||||
| <tr> | ||||||
| <td><b>Exit criteria</b></td> | ||||||
| <td>Both nodes respond to health checks behind the load balancer, authentication flows complete successfully, and the deployment passes the <a href="{{base_path}}/deploy/deployment-checklist">deployment checklist</a>.</td> | ||||||
| </tr> | ||||||
| </tbody> | ||||||
| </table> | ||||||
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| ## Choose this path when | ||||||
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| - You need a resilient, production-grade deployment within a single region. | ||||||
| - You require high availability with automatic failover between nodes. | ||||||
| - Your users access WSO2 Identity Server from a single geographic region. | ||||||
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| ## Key steps | ||||||
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| 1. [Install WSO2 Identity Server]({{base_path}}/deploy/get-started/install) on each node. | ||||||
| 2. [Set up external databases]({{base_path}}/deploy/set-up-separate-databases-for-clustering) for identity, shared, and consent data. | ||||||
| 3. [Change the hostname]({{base_path}}/deploy/change-the-hostname) to your production hostname. | ||||||
| 4. [Configure TLS]({{base_path}}/deploy/security/configure-transport-level-security) for transport-level security. | ||||||
| 5. [Separate keystores]({{base_path}}/deploy/security/keystores/) for signing, encryption, and TLS. | ||||||
| 6. [Configure clustering and the membership scheme]({{base_path}}/deploy/deployment-guide#clustering-related-configurations) (WKA, AWS EC2). | ||||||
|
Contributor
There was a problem hiding this comment. Choose a reason for hiding this commentThe reason will be displayed to describe this comment to others. Learn more. Avoid over-restricting clustering scheme options in the summary. Line 57 currently lists only ✏️ Suggested wording fix-6. [Configure clustering and the membership scheme]({{base_path}}/deploy/deployment-guide#clustering-related-configurations) (WKA, AWS EC2).
+6. [Configure clustering and the membership scheme]({{base_path}}/deploy/deployment-guide#clustering-related-configurations) (for example, WKA or AWS membership).📝 Committable suggestion
Suggested change
🤖 Prompt for AI Agents |
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| 7. [Front with a load balancer]({{base_path}}/deploy/front-with-the-nginx-load-balancer) and enable sticky sessions. | ||||||
| 8. [Apply security hardening]({{base_path}}/deploy/security/security-guidelines/) at product, OS, and network levels. | ||||||
| 9. Verify the deployment against the [deployment checklist]({{base_path}}/deploy/deployment-checklist). | ||||||
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| ## Next steps | ||||||
|
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| - To add geographic redundancy and disaster recovery, continue to [Path C: Production (multi-region, DR)]({{base_path}}/deploy/deployment-paths/production-dr). | ||||||
| - Review [day-2 operations]({{base_path}}/deploy/choose-your-deployment-path#after-you-complete-a-path) for performance tuning, monitoring, and backup recommendations. | ||||||
| - Return to [Start here and choose your deployment path]({{base_path}}/deploy/choose-your-deployment-path) to compare all paths. | ||||||
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Fix punctuation typo in Path D description.
Line 45 ends with
management..; please remove the extra period.✏️ Suggested wording fix
📝 Committable suggestion
🤖 Prompt for AI Agents