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OctaStack

OctaStack product, architecture, installation, operations, security, API, and positioning documentation.

Introduction

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OctaStack is a self-hosted infrastructure control plane designed to help teams manage private cloud, virtualization, automation, and operational visibility from a single interface. It brings together provider integrations, inventory management, workflow automation, AI-assisted analysis, compliance visibility, and reporting into one unified platform.

The goal of OctaStack is to reduce the operational friction that usually appears when infrastructure is spread across multiple tools, providers, clusters, and manual processes. Instead of switching between separate dashboards, scripts, terminals, monitoring systems, and documentation sources, OctaStack provides a centralized layer where infrastructure state, automation, and operational context can be managed together.

OctaStack is built for environments where teams need more than a basic virtualization dashboard but do not want the complexity, cost, or lock-in of large enterprise platforms. It is especially useful for Proxmox-based infrastructures, private cloud operations, MSP environments, homelabs, and teams planning a transition from VMware-style infrastructure management to more open and self-hosted platforms.

At its core, OctaStack focuses on three principles:

  • Visibility: Understand providers, clusters, nodes, virtual machines, storage, jobs, risks, and operational status from one place.
  • Automation: Turn repeated infrastructure tasks into reusable workflows with approvals, conditions, SSH commands, Ansible execution, and audit trails.
  • Intelligence: Use AI-assisted analysis and infrastructure context to detect risks, explain issues, generate recommendations, and support troubleshooting.

OctaStack does not aim to replace every infrastructure tool. Instead, it acts as an orchestration and intelligence layer above existing platforms such as Proxmox, vSphere, and OpenStack. Provider-specific capabilities remain available, while OctaStack adds a consistent operational model across different environments.

This documentation explains how OctaStack is structured, how to install and configure it, how its core modules work, and how to use it for infrastructure management, automation, compliance, reporting, and AI-assisted operations.

Product Overview

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Core Concepts

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Architecture

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Installation

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Getting Started

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Dashboard

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Providers

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Proxmox Integration

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vSphere Integration

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OpenStack Integration

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Inventory Management

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VM Management

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CloudInit Templates

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Workflow Automation

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Job Runs

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Ansible Integration

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SSH Automation

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Storage Management

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Backup Management

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AI Assistant

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Infrastructure Intelligence

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Compliance Auditing

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Reports

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Users and Roles

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Authentication

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Secrets Management

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Audit Logs

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Notifications

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Security

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Operations

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Troubleshooting

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API Reference

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Developer Guide

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Extending OctaStack

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Product Positioning

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Use Case Pages

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Comparison Pages

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Pricing and Editions

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FAQ

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Roadmap

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Changelog

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