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Use this checklist for the first assisted pilot setup.

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Golden path

  1. Install from the packaged installer: ./platinur install <version> (see Installation).
  2. Run ./platinur doctor and resolve any failing check before continuing.
  3. Log in as PLATINUR_ADMIN_EMAIL with the generated password stored in .env (PLATINUR_ADMIN_PASSWORD). Change it after first login if you prefer.
  4. Configure GitHub in Configuration.
  5. Configure Assistant/OpenAI in Configuration.
  6. Configure and test sources in Integrations, or confirm externally loaded ClickHouse source schemas.
  7. Select schemas and tables in Operations.
  8. Run Initial Run in Staging.
  9. Review the generated proposal in Assistant and Promotions.
  10. Apply the proposal to Staging.
  11. Run the changed models or the full dbt/dashboard path.
  12. Create a promotion PR.
  13. Merge approved changes in GitHub.
  14. Let production runs use the configured production branch.

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Readiness checks

  • ./platinur doctor passes: portal, worker, ClickHouse (bundled or external), and Prefect all respond.
  • GitHub settings are saved and tested.
  • Assistant settings are saved and tested.
  • At least one source schema is available for modeling.
  • A first backup exists: ./platinur backup (see Backup and Restore).