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Homelab Operational Runbooks

This directory contains step-by-step operational runbooks for common homelab management tasks. Each runbook provides clear procedures, prerequisites, and rollback steps.

📚 Available Runbooks

Service Management

Infrastructure Maintenance

Security

🎯 How to Use These Runbooks

Runbook Format

Each runbook follows a standard format:

  1. Overview - What this procedure accomplishes
  2. Prerequisites - What you need before starting
  3. Estimated Time - How long it typically takes
  4. Risk Level - Low/Medium/High impact assessment
  5. Procedure - Step-by-step instructions
  6. Verification - How to confirm success
  7. Rollback - How to undo if something goes wrong
  8. Troubleshooting - Common issues and solutions

When to Use Runbooks

  • Planned Maintenance - Follow runbooks during scheduled maintenance windows
  • Incident Response - Use as quick reference during outages
  • Training - Onboard new admins with documented procedures
  • Automation - Use as basis for creating automated scripts

Best Practices

  • Always read the entire runbook before starting
  • Have a rollback plan ready
  • Test in development/staging when possible
  • Take snapshots/backups before major changes
  • Document any deviations from the runbook
  • Update runbooks when procedures change

🚨 Emergency Procedures

For emergency situations, refer to:

📋 Runbook Maintenance

Contributing

When you discover a new procedure or improvement:

  1. Create a new runbook using the template below
  2. Follow the standard format
  3. Include real examples from your infrastructure
  4. Test the procedure before documenting

Runbook Template

# [Procedure Name]

## Overview
Brief description of what this accomplishes and when to use it.

## Prerequisites
- [ ] Required access/credentials
- [ ] Required tools/software
- [ ] Required knowledge/skills

## Metadata
- **Estimated Time**: X minutes/hours
- **Risk Level**: Low/Medium/High
- **Requires Downtime**: Yes/No
- **Reversible**: Yes/No
- **Tested On**: Date last tested

## Procedure

### Step 1: [Action]
Detailed instructions...

```bash
# Example commands

Expected output:

Example of what you should see

Step 2: [Next Action]

Continue...

Verification

How to confirm the procedure succeeded:

  • Verification step 1
  • Verification step 2

Rollback Procedure

If something goes wrong:

  1. Step to undo changes
  2. How to restore previous state

Troubleshooting

Issue: Common problem Solution: How to fix it

Change Log

  • YYYY-MM-DD - Initial creation
  • YYYY-MM-DD - Updated for new procedure

## 📞 Getting Help

If a runbook is unclear or doesn't work as expected:
1. Check the troubleshooting section
2. Refer to related documentation links
3. Review the homelab monitoring dashboards
4. Consult the [Infrastructure Overview](../infrastructure/INFRASTRUCTURE_OVERVIEW.md)

## 📊 Runbook Status

| Runbook | Status | Last Updated | Tested On |
|---------|--------|--------------|-----------|
| Add New Service | ✅ Active | 2026-02-14 | 2026-02-14 |
| Service Migration | ✅ Active | 2026-02-14 | 2026-02-14 |
| Add New User | ✅ Active | 2026-02-14 | 2026-02-14 |
| Disk Full Procedure | ✅ Active | 2026-02-14 | 2026-02-14 |
| Certificate Renewal | ✅ Active | 2026-02-14 | 2026-02-14 |
| Synology DSM Upgrade | ✅ Active | 2026-02-14 | 2026-02-14 |
| Credential Rotation | ✅ Active | 2026-02-20 | — |

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**Last Updated**: 2026-02-14