Edge Pipeline Validation Checklist (Interactive)

{ "Title": "Edge Pipeline Validation Checklist", "IntroductionHtml": "

This checklist helps site engineers and operations teams validate OT-to-edge-to-cloud pipelines so analytics and MES receive dependable, contextual data. Use it during commissioning, after changes, or as part of a periodic verification. For each item, mark the result, add observations, record severity for failures, and propose follow-up actions. Select one or more test scenarios to exercise expected failure modes (network drops, sensor faults, time shifts).

", "SubmitLabel": "Save Validation", "SuccessMessage": "Validation saved. Use the saved record to track remediation, compare runs, and build site lineage.", "DataType": "edge_pipeline_validation_checklist", "SchemaVersion": 1, "Fields": [ { "Key": "site", "FieldType": "text", "Label": "Plant / Site", "HelpText": "Name or code of the facility where test is performed.", "Required": true }, { "Key": "area_or_line", "FieldType": "text", "Label": "Area / Line / Cell", "HelpText": "Production line, cell, or system under test.", "Required": false }, { "Key": "tester_name", "FieldType": "text", "Label": "Tester / Engineer", "HelpText": "Person completing this checklist.", "Required": true }, { "Key": "test_date", "FieldType": "text", "Label": "Date & Time", "HelpText": "Local date and time of the test (ISO preferred).", "Required": true }, { "Key": "test_scenarios", "FieldType": "checkbox", "Label": "Test Scenarios Executed", "HelpText": "Select all scenarios you exercised during this validation.", "Options": [ { "Value": "normal_operation", "Label": "Normal operation (baseline)" }, { "Value": "intermittent_network", "Label": "Intermittent network / connectivity loss" }, { "Value": "sensor_fault", "Label": "Sensor malfunction or drift" }, { "Value": "time_sync_drift", "Label": "Clock drift / timezone mismatch" }, { "Value": "high_event_rate", "Label": "High event rate / burst load" }, { "Value": "edge_restart", "Label": "Edge device restart / update" } ] }, { "Key": "sensor_sampling", "FieldType": "radio", "Label": "Sensor sampling & tagging", "HelpText": "Verify sample rates, event vs. polling behavior, tags/IDs, units, and that metadata travels with measurements.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "sensor_sampling_notes", "FieldType": "textarea", "Label": "Notes / Evidence (sensor sampling)", "HelpText": "Record sample rate values, example payloads, tags, or attach references to logs/dumps.", "Required": false }, { "Key": "timestamp_and_timezone", "FieldType": "radio", "Label": "Timestamps & timezone handling", "HelpText": "Confirm consistent timestamp sources, timezone normalization, and presence of source vs. event timestamps.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "timestamp_notes", "FieldType": "textarea", "Label": "Notes / Evidence (timestamps)", "HelpText": "Log examples showing normalized timestamps, and any timezone conversions.", "Required": false }, { "Key": "buffering_behavior", "FieldType": "radio", "Label": "Local buffering & replay behavior", "HelpText": "Verify on-device buffering during outages, queue depth, persistence across restart, and replay order guarantees.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "buffering_notes", "FieldType": "textarea", "Label": "Notes / Evidence (buffering)", "HelpText": "Describe buffer capacity, observed behavior during simulated outage, and whether duplicates appeared on replay.", "Required": false }, { "Key": "message_ordering_and_idempotency", "FieldType": "radio", "Label": "Message sequencing, deduplication, idempotency", "HelpText": "Confirm message IDs, sequence numbers, or idempotency keys and that downstream ingestion correctly handles retries without duplicate records.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "message_ordering_notes", "FieldType": "textarea", "Label": "Notes / Evidence (ordering)", "HelpText": "Provide examples of sequence numbers or deduplicated records and any anomalies observed.", "Required": false }, { "Key": "schema_and_unit_validation", "FieldType": "radio", "Label": "Schema, field types & unit normalization", "HelpText": "Check schema validation, consistent field names, units conversion, and handling of missing or extra fields.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "schema_notes", "FieldType": "textarea", "Label": "Notes / Evidence (schema)", "HelpText": "Include schema version, sample payload, and unit conversions applied at edge or cloud.", "Required": false }, { "Key": "validation_rules", "FieldType": "radio", "Label": "Edge validation rules & sanitization", "HelpText": "Confirm rules for out-of-range values, smoothing, debouncing, and when values are dropped vs flagged.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "validation_notes", "FieldType": "textarea", "Label": "Notes / Evidence (validation)", "HelpText": "Describe rules applied and example inputs showing expected handling.", "Required": false }, { "Key": "retry_and_backpressure", "FieldType": "radio", "Label": "Retry, backpressure & failure handling", "HelpText": "Test retry intervals, exponential backoff, notification on undelivered messages, and whether backpressure protects devices.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "retry_notes", "FieldType": "textarea", "Label": "Notes / Evidence (retry/backpressure)", "HelpText": "Record retry behavior observed, maximum retry attempts, and whether data was lost or duplicated.", "Required": false }, { "Key": "security_posture", "FieldType": "radio", "Label": "Security posture (auth, encryption, least privilege)", "HelpText": "Verify device identity, certificate rotation, TLS usage, and that credentials are not in cleartext.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "security_notes", "FieldType": "textarea", "Label": "Notes / Evidence (security)", "HelpText": "List certificates, auth method, and any observed insecure practices.", "Required": false }, { "Key": "monitoring_and_alerting", "FieldType": "radio", "Label": "Monitoring hooks & alerting", "HelpText": "Confirm metrics and logs exist for ingestion rate, backlog, errors, and that alerts route to responsible teams.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "monitoring_notes", "FieldType": "textarea", "Label": "Notes / Evidence (monitoring)", "HelpText": "Reference dashboards, sample alert conditions, and any gaps in observability.", "Required": false }, { "Key": "lineage_and_metadata", "FieldType": "radio", "Label": "Lineage, metadata & provenance", "HelpText": "Verify that data carries source identifiers, firmware/software versions, processing steps, and schema version for traceability.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "lineage_notes", "FieldType": "textarea", "Label": "Notes / Evidence (lineage)", "HelpText": "Show example metadata fields carried end-to-end and any missing lineage elements.", "Required": false }, { "Key": "latency_and_loss_metrics", "FieldType": "radio", "Label": "Latency, loss and throughput (observed vs expected)", "HelpText": "Record key metrics: average and 95th percentile latency, percent message loss during test scenarios, and observed throughput limits.", "Options": [ { "Value": "pass", "Label": "Pass" }, { "Value": "fail", "Label": "Fail" }, { "Value": "na", "Label": "N/A" } ] }, { "Key": "metrics_notes", "FieldType": "textarea", "Label": "Metrics (latency, loss, throughput)", "HelpText": "Paste measured values or link to dashboard snapshots. Note whether they meet SLOs.", "Required": false }, { "Key": "overall_assessment", "FieldType": "radio", "Label": "Overall item-level summary", "HelpText": "Quick overall judgement after completing the checklist items.", "Options": [ { "Value": "satisfactory", "Label": "Satisfactory" }, { "Value": "requires_action", "Label": "Requires action" }, { "Value": "critical_issue", "Label": "Critical issue" } ] }, { "Key": "recommended_severity", "FieldType": "select", "Label": "Recommended severity for remediation", "HelpText": "Used to prioritize follow-up actions.", "Options": [ { "Value": "critical", "Label": "Critical" }, { "Value": "high", "Label": "High" }, { "Value": "medium", "Label": "Medium" }, { "Value": "low", "Label": "Low" } ] }, { "Key": "recommended_next_steps", "FieldType": "textarea", "Label": "Recommended next steps / remediation", "HelpText": "Describe actions, owners, and desired due dates. Link to tickets or runbooks if available.", "Required": false }, { "Key": "attachments_or_refs", "FieldType": "textarea", "Label": "Attachments or references", "HelpText": "List log file names, dashboard links, ticket IDs, or other references to evidence saved elsewhere.", "Required": false }, { "Key": "overall_pass", "FieldType": "yesno", "Label": "Does this pipeline pass validation overall?", "HelpText": "Yes = ready for production; No = schedule remediation and retest.", "Required": true }, { "Key": "final_comments", "FieldType": "textarea", "Label": "Final comments", "HelpText": "Any closing observations, lessons learned, or escalation notes.", "Required": false } ] }