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docs/runbooks/README.md
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# Homelab Operational Runbooks
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This directory contains step-by-step operational runbooks for common homelab management tasks. Each runbook provides clear procedures, prerequisites, and rollback steps.
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## 📚 Available Runbooks
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### Service Management
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- **[Add New Service](add-new-service.md)** - Deploy new containerized services via GitOps
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- **[Service Migration](service-migration.md)** - Move services between hosts safely
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- **[Add New User](add-new-user.md)** - Onboard new users with proper access
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### Infrastructure Maintenance
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- **[Disk Full Procedure](disk-full-procedure.md)** - Handle full disk scenarios
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- **[Certificate Renewal](certificate-renewal.md)** - Manage SSL/TLS certificates
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- **[Synology DSM Upgrade](synology-dsm-upgrade.md)** - Safely upgrade NAS firmware
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### Security
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- **[Credential Rotation](credential-rotation.md)** - Rotate exposed or compromised credentials
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## 🎯 How to Use These Runbooks
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### Runbook Format
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Each runbook follows a standard format:
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1. **Overview** - What this procedure accomplishes
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2. **Prerequisites** - What you need before starting
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3. **Estimated Time** - How long it typically takes
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4. **Risk Level** - Low/Medium/High impact assessment
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5. **Procedure** - Step-by-step instructions
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6. **Verification** - How to confirm success
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7. **Rollback** - How to undo if something goes wrong
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8. **Troubleshooting** - Common issues and solutions
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### When to Use Runbooks
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- **Planned Maintenance** - Follow runbooks during scheduled maintenance windows
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- **Incident Response** - Use as quick reference during outages
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- **Training** - Onboard new admins with documented procedures
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- **Automation** - Use as basis for creating automated scripts
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### Best Practices
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- ✅ Always read the entire runbook before starting
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- ✅ Have a rollback plan ready
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- ✅ Test in development/staging when possible
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- ✅ Take snapshots/backups before major changes
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- ✅ Document any deviations from the runbook
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- ✅ Update runbooks when procedures change
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## 🚨 Emergency Procedures
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For emergency situations, refer to:
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- [Emergency Access Guide](../troubleshooting/EMERGENCY_ACCESS_GUIDE.md)
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- [Recovery Guide](../troubleshooting/RECOVERY_GUIDE.md)
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- [Disaster Recovery](../troubleshooting/disaster-recovery.md)
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## 📋 Runbook Maintenance
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### Contributing
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When you discover a new procedure or improvement:
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1. Create a new runbook using the template below
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2. Follow the standard format
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3. Include real examples from your infrastructure
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4. Test the procedure before documenting
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### Runbook Template
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```markdown
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# [Procedure Name]
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## Overview
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Brief description of what this accomplishes and when to use it.
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## Prerequisites
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- [ ] Required access/credentials
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- [ ] Required tools/software
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- [ ] Required knowledge/skills
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## Metadata
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- **Estimated Time**: X minutes/hours
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- **Risk Level**: Low/Medium/High
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- **Requires Downtime**: Yes/No
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- **Reversible**: Yes/No
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- **Tested On**: Date last tested
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## Procedure
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### Step 1: [Action]
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Detailed instructions...
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```bash
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# Example commands
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```
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Expected output:
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```
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Example of what you should see
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```
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### Step 2: [Next Action]
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Continue...
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## Verification
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How to confirm the procedure succeeded:
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- [ ] Verification step 1
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- [ ] Verification step 2
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## Rollback Procedure
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If something goes wrong:
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1. Step to undo changes
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2. How to restore previous state
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## Troubleshooting
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**Issue**: Common problem
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**Solution**: How to fix it
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## Related Documentation
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- [Link to related doc](path)
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## Change Log
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- YYYY-MM-DD - Initial creation
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- YYYY-MM-DD - Updated for new procedure
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```
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## 📞 Getting Help
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If a runbook is unclear or doesn't work as expected:
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1. Check the troubleshooting section
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2. Refer to related documentation links
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3. Review the homelab monitoring dashboards
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4. Consult the [Infrastructure Overview](../infrastructure/INFRASTRUCTURE_OVERVIEW.md)
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## 📊 Runbook Status
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| Runbook | Status | Last Updated | Tested On |
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|---------|--------|--------------|-----------|
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| Add New Service | ✅ Active | 2026-02-14 | 2026-02-14 |
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| Service Migration | ✅ Active | 2026-02-14 | 2026-02-14 |
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| Add New User | ✅ Active | 2026-02-14 | 2026-02-14 |
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| Disk Full Procedure | ✅ Active | 2026-02-14 | 2026-02-14 |
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| Certificate Renewal | ✅ Active | 2026-02-14 | 2026-02-14 |
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| Synology DSM Upgrade | ✅ Active | 2026-02-14 | 2026-02-14 |
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| Credential Rotation | ✅ Active | 2026-02-20 | — |
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---
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**Last Updated**: 2026-02-14
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