OpenSana Docs

Production Checklist

A practical launch checklist for an OpenSana deployment.

Use this checklist before opening the system to real users.

Convex Backend

  • Production deployment created in Convex dashboard
  • Environment variables set in Convex dashboard (Settings → Environment Variables):
    • CLERK_JWT_ISSUER_DOMAIN (required)
    • RESEND_API_KEY (if using email)
    • EMAIL_FROM (if using email)
  • Functions and schema deployed (npx convex deploy)
  • Components tab shows no "unmounted" entries
  • Tables visible in Data tab

Web App

  • Deployed to hosting provider (Vercel, etc.)
  • Production Clerk keys configured (NEXT_PUBLIC_CLERK_PUBLISHABLE_KEY, CLERK_SECRET_KEY)
  • NEXT_PUBLIC_CONVEX_URL points to the production Convex deployment (or injected via integrated build)
  • Clerk sign-in/sign-up URLs configured
  • NEXT_PUBLIC_APP_URL set correctly (if using email deep links)

Authentication

  • Production Clerk application created
  • JWT template configured for Convex in Clerk dashboard
  • CLERK_JWT_ISSUER_DOMAIN in Convex matches the production Clerk issuer

Product Smoke Tests

  • Sign in works
  • Organization and project pages load
  • Tasks can be created and updated
  • Attachments upload correctly
  • Thread pages render

CLI and Integration Checks

  • API key generation works
  • opensana setup works against production
  • opensana connect can register and stay connected
  • MCP config generated by opensana init mcp is valid

Operational Readiness

  • Logs are reachable (Convex dashboard → Logs)
  • Rollback approach is understood
  • At least one admin can diagnose auth and deployment issues

On this page