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Server Build Checklist

A checklist for provisioning a new server consistently — from pre-build planning through OS build, post-build configuration, and validation.

IT KORR Knowledge Center

Server Build Checklist

A checklist for provisioning a new server consistently — from pre-build planning through OS build, post-build configuration, and validation.

Pre-Build

  • Naming convention is followed and the name does not conflict with an existing or reserved name.
  • IP address and DNS record are reserved and documented in IPAM before the build begins.
  • Hardware or virtual resource allocation (CPU, memory, storage, network) is confirmed appropriate for the intended workload.
  • Approval or change ticket exists for the new server where change management applies.

OS Build

  • Operating system is patched to the current baseline before the server is placed into service.
  • Security hardening baseline is applied (e.g., CIS benchmark or internal standard) — unnecessary services and default accounts disabled.
  • Monitoring agent is installed and confirmed reporting to the central monitoring system.
  • Time synchronization (NTP) is configured against an internal or trusted external source.

Post-Build

  • Backup job is configured and a first backup is run and verified successful before go-live.
  • Documentation is updated — device inventory, IPAM record, and any relevant runbook reflect the new server.
  • Access and permissions are configured per least privilege — only the accounts and groups that need access have it.
  • Antivirus/endpoint protection (where applicable) is installed and reporting.

Validation

  • Network connectivity is tested from the expected client/application paths, not just a local ping.
  • Monitoring is confirmed actively reporting metrics and alerting correctly for the new server.
  • Application or service running on the server is smoke-tested before handoff.
  • The build is logged in the change log with date, purpose, and owner.

Related Resources

  • Virtualization Fundamentals — /knowledge-center/infrastructure/infrastructure-networking/virtualization-fundamentals
  • Infrastructure Monitoring Fundamentals — /knowledge-center/infrastructure/infrastructure-networking/infrastructure-monitoring-fundamentals

This document is a starting-point resource, not legal or compliance advice. Review it against your organization's actual systems before adoption — see the full Infrastructure & Networking Hub for the reasoning behind each recommendation.

Build: add8299 | Built: Jul 9, 2026 9:26 PM EDT