Choose your install path
The seven decisions that shape a CID222 deployment — install medium, connectivity, deployment shape, licence, identity, certificate authority and update channel — and what each one commits you to afterwards.
- Version: 0.4
- Role: admin_user
Every CID222 deployment is the same product, and almost every difference between two deployments comes from seven decisions made before the virtual machine exists. Three of them are expensive to reverse. This page states each decision, what it changes on the day, and what it commits you to for the life of the appliance.
The seven decisions
| Decision | Options | Decide it by |
|---|---|---|
| Install medium | Appliance OVA · installer ISO · registry-pull direct install | The link between you and the appliance host, and who owns the virtual machine image |
| Connectivity | Online · air-gapped | Whether the appliance can open outbound 443 in service, not just during the install |
| Deployment shape | Gateway · inline inspection beside a secure web gateway · both | Whether the customer already owns a device that inspects outbound web traffic |
| Licence | Built-in 30-day trial · a licensed package | Whether this is an evaluation or a deployment, and which capabilities have to work |
| Identity | Local accounts · Active Directory | Whether a directory service account exists yet |
| Certificate authority | Appliance CA · your own CA from a signing request · an uploaded certificate | Which authority your client machines already trust |
| Update channel | Online channel · offline .cidupd bundle | The same connectivity answer, applied to release delivery |
Only the first is hard to change afterwards: reinstalling is the way to swap install media. The deployment shape, the licence tier, the directory, the certificate authority and the update channel are all changed later from the dashboard, at the cost of a reconcile or a re-issued licence.
Which install medium
All three media produce the same appliance: the same signed release images, the same updater, the same first-boot wizard, and the same self-update path afterwards. They differ in where the images come from and in what the console gives you.
| Appliance OVA | Installer ISO | Registry-pull direct install | |
|---|---|---|---|
| What you receive | One .ova file, tens of gigabytes | One ISO, in an online or an air-gap flavour | A configuration set of roughly 300 KB, and credentials |
| Where the release images come from | Inside the appliance disk | Downloaded during provisioning (online flavour) or carried on the media (air-gap flavour) | Pulled from the CID222 registry by the machine itself |
| Runs on | Any hypervisor that imports an OVA | Bare metal, or a virtual machine you build | An Ubuntu 22.04 or 24.04 machine you already have |
| Needs internet to install | No | Online flavour: yes, for the duration. Air-gap flavour: no | Yes |
| Time to a dashboard | The import, plus a few minutes | 30 to 60 minutes on the online flavour | Minutes, on a fast link |
| Console | A plain login prompt | A status screen with network, service and log tools behind a console password | Whatever the machine already had |
| Dashboard address | http://<appliance-ip>/ | https://<appliance-ip>/ | Plain HTTP until you put an HTTPS front in place |
| Static addressing at install time | Not offered | Offered by a dedicated boot entry | Whatever the machine already had |
| Who performs it | You | You | Your CID222 contact, or you with the runbook and credentials they supply |
Read the columns as a rule of three:
- The appliance host has a slow link to you and a fast one to the internet. Use the installer ISO, online flavour. Moving tens of gigabytes of OVA over the slow link is the thing you are avoiding.
- The appliance host has no internet at all. Use the OVA, or the air-gap flavour of the ISO. Both carry every release image and download nothing.
- The host already exists, already runs Ubuntu, and has good internet. Direct install is the fastest path, and the box self-updates from the channel afterwards like any appliance.
Warning
The direct install is not a self-service download. It needs registry credentials, a channel token and the release trust anchors, which your CID222 contact issues. It also produces a machine with no appliance console: there is no status screen and no network editor, so recovery is ordinary Linux administration.
Online or air-gapped
An appliance with no internet access is a supported deployment, not a degraded one. Detection runs entirely on models baked into the images, licensing is a file exchange, and updates are a bundle you carry in. What an air gap costs you is narrower than most people expect, and specific:
| Capability | Online | Air-gapped |
|---|---|---|
| PII, toxicity, jailbreak and injection detection | Works | Works — every model is baked into its image at build time |
| Document parsing, redaction, OCR | Works | Works, provided the OCR models were baked into the image your release carries |
| Chat against a vendor cloud model | Works | Fails at send time. The credential still saves and the models still appear in the picker |
| Chat against a LAN or self-hosted model | Works | Works |
| Licensing and renewal | File exchange | File exchange — identical, no licence server is contacted either way |
| Updates | Online channel, or a bundle | Bundle only |
| Red-team simulation | Works | Needs a model of its own that the appliance can reach |
| Context summarisation | Works | Fails. It posts to the OpenAI and Anthropic clouds at fixed addresses and cannot be pointed at a LAN model |
Warning
Decide the model endpoint at the same time as the air gap. A cloud provider key saves successfully on an isolated network, the models appear in every picker, and the first user request is where it fails. Configure at least one LAN or self-hosted model before you call an air-gapped appliance ready.
Which deployment shape
The shape decides which services the appliance starts, what has to be installed on client machines, and how much of the work is on your side rather than the appliance's. You choose it in the wizard's Deployment mode step, and you can change it afterwards under Settings → System Updates.
| Shape | Choose it when | What CID222 runs | What your endpoints need |
|---|---|---|---|
| AI Gateway | Users and tools call the appliance directly — the browser extension, Claude Code, an API client | The gateway, the detection services, the model proxy | Nothing, beyond trusting the appliance certificate |
| Inline inspection (SWG/ICAP) | The customer already owns a device that inspects outbound web traffic — a secure web gateway of any make | The gateway plus the inspection listener on 1344 | Nothing. The gateway administrator adds one external-service rule pointing at the appliance |
| Both | Both audiences exist on the same network | Everything above | Per audience, as above |
A fourth arrangement exists and is not a wizard mode: where there is no secure web gateway to dial in, the appliance's own forward proxy re-signs browser traffic itself. That path installs a root certificate and a proxy auto-configuration file on every endpoint, which is the largest amount of client-side work of any shape. Confirm which of these you are doing before the install appointment — walking in expecting an existing gateway and finding none doubles the time on site.
Trial or licensed
A fresh appliance runs a built-in 30-day trial at the Starter capability set, stamped from first
boot rather than from the day the image was built (CID_TRIAL_DAYS, CID_TRIAL_TIER). The trial
is a working product, not a demonstration mode, and the whole install completes without a licence
file.
| Evaluation on the trial | Licensed deployment | |
|---|---|---|
| What you do at the wizard's licence step | Select Skip | Upload the .lic your CID222 contact issued |
| Capabilities | The Starter set | Your package's set |
| When it stops | 30 days after first boot, then product routes answer 402 LICENSE_EXPIRED | At the expiry date in the file, after its own grace period |
| Evaluating a Professional or Enterprise capability | Not possible on the trial | Ask for a time-limited licence at that tier instead |
Activation is a file exchange in both directions, so it is identical online and air-gapped. Nothing about the trial has to be undone: uploading a licence at any point replaces it.
Which authority signs the appliance certificate
Reaching the appliance by IP address over its own untrusted certificate is fine for a first look and fine for nothing else — the browser extension, Claude Code and an API client all refuse a certificate they do not trust.
| Choice | Choose it when | The work | Renewal |
|---|---|---|---|
| Appliance CA | Nothing in your estate already signs for these names | Distribute one root certificate to your fleet, once | The host renews the leaf; the root is valid for ten years |
| Your own CA, from a signing request | You run an internal PKI your machines already trust | Generate the request on the appliance, have your CA sign it, install the result | Yours to do, before it lapses |
| An uploaded certificate | Your PKI issues the key as well as the certificate | Paste the certificate, chain and key | Yours to do, before it lapses |
Two variants change the answer. An IP-only deployment with no DNS works, because the appliance puts its own addresses in the certificate — but every client then has to trust the appliance CA, since no public authority signs for a private address. A wildcard certificate has to come from your own PKI: the appliance's own names field accepts hostnames and IPv4 addresses only, so it neither issues nor requests a wildcard.
Which update channel
| Online channel | Offline bundle | |
|---|---|---|
| How a release arrives | The appliance fetches a signed manifest from the channel host in SYSTEM_UPDATE_CHANNEL_URL | You obtain a signed .cidupd bundle and upload it in the dashboard |
| When | Only when an operator presses check or install. The appliance never polls | Only when you upload one |
| Egress | 443 to the channel host | None |
| Verification | The same signature check on both paths — an unsigned or altered release is refused | The same |
An air-gapped appliance is on the offline path by definition. A connected appliance can use either, and nothing is lost by leaving the channel configured and never pressing the button.
What each choice commits you to
| Decision | What it changes later |
|---|---|
| Installer ISO rather than OVA | The appliance serves HTTPS only, so plain http:// renders a blank page rather than an error. The console is a status screen rather than a login prompt |
| Direct install rather than either | No appliance console and no appliance-managed HTTPS front unless the release you install brings the certificate tooling with it |
| Air-gapped | Updates and licences are file exchanges forever. Your model has to live on the LAN |
| Inline inspection | The appliance's inspection listener admits callers by source address alone, and a virtual-machine lab defeats that control. Plan the peer's address before you rely on the allowlist |
| Trial | The appliance hard-blocks its product routes on day 31. Sign-in, the dashboard, the licence page and System Updates keep working, so it is always recoverable |
| Appliance CA | Every new client machine needs the root certificate before it can talk to the appliance. Every retired appliance needs it withdrawn again |
| Your own certificate | Expiry is yours to track. The appliance warns at 30 days but renews nothing it did not issue |
| Optional services in the package | Each one you enable raises the memory floor and lengthens an update. See Optional services |
Limits and known gaps
- The setup wizard cannot be re-run. Once it completes, its bootstrap routes refuse further calls and every answer is changed from its own Settings page instead. Plan the deployment mode and the administrator account before you start rather than during.
- The licence is bound to the appliance's installation identity. Changing that identity invalidates the licence, and there is no self-service recovery — it takes a re-issued file. This is what makes an in-place move from a self-generated identity to a hardware-derived one a renewal rather than a setting.
- Nothing in the product schedules a backup or restores one. The procedures in Backup and restore are manual and are what the appliance's layout supports, not a product capability.
- There is no decommissioning workflow and no remote wipe. A retired appliance keeps working until its licence expires on its own dates; destroying the disk is the control.
- Hyper-V cannot import the OVA, and there is no conversion procedure for you to run. Ask for a converted disk before the deployment date.
Related tasks
- Requirements and sizing — what the medium you chose has to be given.
- Network prerequisites — the egress matrix for the shape you chose.
- Install on a hypervisor — the OVA path, one page per platform.
- Install from the ISO — the installer path, and the branch for every network it meets.
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