Creating Offline Instances PREMIUM ADMIN ROLE REQUIRED

This guide explains how bank administrators can create and manage offline instances through the Banclo Console Portal. Only users with Administrator roles can access these functions due to the sensitive nature of offline deployments.

Overview

Creating an offline instance establishes a secure, independent copy of your Banclo banking platform that can operate without constant internet connectivity. Each instance receives its own encryption certificates, access tokens, and synchronization configuration.

The process involves generating security credentials, configuring synchronization parameters, and providing the technical details needed for Docker deployment. Once created, offline instances appear in your console dashboard where you can monitor their status and manage their lifecycle.

Prerequisites

Before creating offline instances, ensure you have:

Administrative Access:

• Administrator role in your Banclo organization
• Access to the Console Portal's Advanced Settings
• Permission to manage Business Continuity Suite features

Technical Preparation:

• Identified deployment locations for offline instances
• Prepared Docker-capable infrastructure for hosting
• Planned network connectivity for synchronization periods
• Determined which users and data need offline access

Business Planning:

• Defined operational procedures for offline periods
• Established data synchronization schedules
• Planned training for staff using offline instances

Accessing Offline Instance Management

Log into the Banclo Console Portal at https://console.banclo.com with your Administrator credentials, then navigate to Settings → Offline Instances.

You'll see the Offline Instance Management dashboard showing any existing instances and their current status.

Understanding the Dashboard

The Offline Instances page shows a table with all your created Business Continuity Suite instances displaying:

• Name: Descriptive name of the instance
• Instance ID: Unique identifier (hashid format like K0Z1Q, 074P0)
• Status: Current operational status (active/inactive)
• Last Sync: When the instance last synchronized with Banclo Cloud
• Created: Instance creation date and time
• Actions: Dropdown menu with options (Edit, View Logs, Regenerate Token, Delete)

The page includes a security notice: "Certificates and tokens are stored securely and never displayed after creation."

Creating a New Offline Instance

Simple Two-Step Process

Click the "Create Instance" button to open the creation dialog. The process is straightforward:

Step 1: Instance Name Provide a descriptive name for your offline instance (e.g., "Branch Office Munich", "Test Offline Instance"). This name helps you identify the instance in your dashboard and deployment configurations.

Step 2: X.509 Certificate Paste your X.509 public certificate into the text area. The certificate should be in standard PEM format with -----BEGIN CERTIFICATE----- and -----END CERTIFICATE----- headers.

Important Security Notes:

• Only paste the public certificate - never include private keys
• The certificate will be stored securely and never displayed again after creation
• Your private key should remain secure within your deployment infrastructure
• This certificate is used to encrypt all data synchronized to your instance

After Creation

Once you click "Save", the system will:

• Create a unique Instance ID (hashid format)
• Generate an access token for synchronization
• Register your certificate for data encryption
• Add the instance to your dashboard with "active" status

The access token and instance details are provided for use in your Docker deployment configuration.

Managing Offline Instances

Instance Management Options

Each instance in your dashboard provides several management options through the Actions dropdown menu:

Edit: Modify the instance name or update the X.509 certificate View Logs: Monitor synchronization logs and troubleshoot connectivity issues Regenerate Token: Create a new access token if the current one is compromised Delete: Remove the instance (this action cannot be undone)

Deployment Configuration

Once your instance is created, use the Instance ID and access token along with your X.509 private key to configure your Docker deployment following the Docker Deployment Guide.

Monitoring Synchronization

The "Last Sync" column shows when each instance last successfully synchronized with Banclo Cloud. Active instances should show recent sync times, while "Never" indicates the instance hasn't connected yet or has connectivity issues.

Next Steps

After creating your offline instance in the console:

1. Download Configuration: Use the provided access token and instance details for your Docker deployment
2. Deploy Infrastructure: Follow the Docker Deployment Guide to install your Business Continuity Suite
3. Configure Integration: Set up OAuth & API Access for your internal systems
4. Implement Webhooks: Configure Webhooks & Sync for real-time data integration

Your Business Continuity Suite will provide secure, read-only access to synchronized loan origination data within your own infrastructure, ensuring complete data sovereignty and regulatory compliance.