In Midaz, the key deployment strategies and operational practices, are divided into three major categories:

• Local Development
• Self-Hosted
• SaaS (Software as a Service)

Deployment Strategies

1. Local Development

Midaz can be easily deployed locally for development and testing using Docker Compose.

• Current Support: Local deployments of Midaz via Docker Compose are ideal for development environments or sandboxing the application before production deployment.

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Step-by-Step Guide

Please refer to the Midaz Setup guide for comprehensive instructions on installing Docker and setting up the system locally.

2. Self-Hosted

Self-hosted deployments allow full control over infrastructure, offering flexibility and scalability with cloud-agnostic solutions.

• Future Support: We are working on enabling Kubernetes deployments through Helm charts, ensuring easier scaling and management across both private and public cloud environments.

Infrastructure Requirements

• A Kubernetes cluster is essential to host the Midaz and its satellite services, including:
  • Authentication
  • Onboarding
  • Portfolio
  • Transactions
• Cloud Agnosticism: Midaz is designed to be deployed on any cloud platform—AWS, Google Cloud Platform (GCP), and Microsoft Azure—without vendor lock-in.

3. SaaS (Software as a Service)

For clients who prefer minimal operational overhead, SaaS provides a fully managed Midaz environment.

• Management: The Midaz team handles all infrastructure, updates, monitoring, and operational responsibilities in SaaS. This enables clients to focus purely on their business needs without worrying about setup or maintenance.

System Requirements and Infrastructure Setup

Self-Hosted Setup

Self-hosted requires setting up your own infrastructure. Below are the details for preparing your environment.

• Requirements: A functioning Kubernetes cluster is necessary for running Midaz along with its associated services.
• Deployment Flexibility: Midaz supports deployment on both private and public cloud infrastructures, including popular platforms like AWS, GCP, and Azure.

Recommendations

This guide highlights essential considerations for deploying and managing the Midaz system in both self-hosted and SaaS environments.

For Self-Hosted

• Infrastructure: Ensure your infrastructure can handle the resource requirements of a Kubernetes cluster and the satellite services.
• Configuration Management: Use secure tools like HashiCorp Vault for managing secrets and other sensitive configurations.
• Monitoring: Leverage OpenTelemetry to monitor performance, detect issues early, and ensure operational efficiency.
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For SaaS

• Operational Simplicity: The Midaz team takes care of all the technical complexities, including scaling, updates, and monitoring, allowing clients to focus on their core business operations.

For further assistance, please consult our detailed documentation or engage with us through our community support channels.