Source record
- Official project URL and retrieval date
- Stable, preview, nightly, or other channel
- Version and release date
- Package filename and format
- Organization’s acquisition approver
Use these gates to move from an individual download to a source-aware, engine-tested, role-specific, and owned operating baseline.

A checked box without an owner, date, or result is easy to misread. Capture the approved source, package, tested environment, exception, and next review in the same decision record.
| Inventory field | What to capture | Why it changes the test |
|---|---|---|
| Endpoint | OS, architecture, endpoint controls, install rights | Package compatibility and deployment method |
| Database | Family, server version, service, schema scope | Driver, metadata, syntax, and feature behavior |
| Connection | Direct, local, VPN, SSH tunnel, TLS expectation | Route, authentication, timeout, and support path |
| Role | Observer, operator, maintainer, administrator | Visible objects and permitted consequences |
| Workflow | Queries, grids, DDL, imports, exports, maintenance | Acceptance cases and recovery requirements |
Environment, engine, service, role, and route appear in a consistent session name.
Server-side permissions support the intended role; everyday work avoids elevated credentials.
Allowed and denied actions, reconnect, tunnel failure, timeout, and escalation are exercised.
Secrets are excluded from screenshots, settings exports, tickets, shared docs, and this website.

If not, hold. Provenance is the beginning of the deployment record.
If not, constrain the rollout to tested combinations or complete the missing cases.
If not, correct the session, documentation, and migration process before distribution.
If not, limit those workflows until a runbook and restore verification exist.
If not, improve session names, roles, and confirmation steps.
If not, define and rehearse rollback before broad adoption.
If nobody is named, the baseline will drift. Assign a role, date, and event triggers.
Northstar can run the gates with your representative operators and leave the team with editable documentation.
Plan a readiness review