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164 changes: 164 additions & 0 deletions doc-for-ai/Automated ZTNA Migration between Netskope and Zscaler.md
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# Automated Migration Between Netskope Private Apps and Zscaler App Segments
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## 1. Terminology
- **NPA (Netskope Private Access):** Provides secure, identity-based access to private applications without using traditional VPNs.
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- **ZPA (Zscaler Private Access):** A zero-trust solution that creates direct, secure connections between users and applications, also without VPNs.
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- **ZTNA (Zero Trust Network Access):** A security model that provides access to applications based on user identity, device posture, and policy.
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- **App Segment / Private Application:** An application definition on NPA or ZPA, including FQDNs, IPs, ports, and policy rules.
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- **OpsLab:** SASE automation platform/toolkit for managing and orchestrating workflows.
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- **CSV Transformation:** Conversion of application definitions from one platform's CSV format to the other.
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- **MVP (Minimum Viable Product):** Initial version focusing on private application migration only.
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---
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## 2. Problem Statement
Enterprises evolving their SASE architecture often need to migrate secure private application access from **Netskope Private Access (NPA)** to **Zscaler Private Access (ZPA)** (or vice versa) to unify networking and security in the cloud.
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Currently, there is **no automated migration tool** between these platforms, forcing administrators to:
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- Identify each private app configured in NPA or ZPA.
- Manually recreate the app on the target platform (FQDNs, IPs, ports, protocols).
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This process is:

- **Time-consuming:** Days or weeks depending on scale.
- **Error-prone:** Manual mistakes can cause downtime or security exposure.
- **Unscalable:** Difficult to manage with hundreds of apps.
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## 3. Motivation
- Enterprises are reassessing ZTNA platforms to align with security posture, vendor strategy, cost optimization, or architectural preferences.
- Manual migration is inefficient and risky, creating demand for a **migration-as-a-service** solution.
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## 4. Business Opportunity
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- Provide a professional services or automation offering to **de-risk and accelerate migration** of private app definitions between NPA and ZPA.
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- Enable enterprises to transition confidently while preserving security, compliance, and operational efficiency.
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---
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## 5. Solution Overview
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The **SASE OpsLab Migration Tool** offers:

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1. **Accelerated Migration Time:** Bulk app and policy conversion reduces migration from weeks to hours.
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2. **Lower Operational Costs:** Minimizes manual effort and reliance on consulting services.
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3. **Improved Security and Consistency:** Preserves access control, app definitions, and segmentation logic, minimizing errors.
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4. **Enhanced Compliance and Auditability:** Logs every migration step for audit reporting and rollback.
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5. **Strategic Vendor Alignment:** Supports enterprises moving toward a Zscaler-centric environment.
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6. **Platform-Agnostic Value:** Reusable for future migration bridges between other vendors.
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## 6. Assumptions
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- MVP focuses on **private application definitions** (FQDNs, IPs, ports).
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- Group mappings and policy configurations will be addressed in post-MVP phases.
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## 7. Personas / Use Cases

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### 7.1 Security Manager & Security Architect
- **Mary (Security Manager):** Maintains governance, auditability, and policy compliance during migration.
- **Angela (Security Architect):** Ensures a technically sound and consistent foundation for Zero Trust architecture.

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**Outcome:** Faster, safer migrations with reduced operational risk.
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### 7.2 Managed Network Operator
- **Sebastian:** Benefits from automation, simplified operations, and smoother handover between teams and platforms.
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## 8. Expected Product Behavior
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The tool must support:

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- Discovery of private applications on both NPA and ZPA.
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- Creation of private applications on the target platform based on migration direction.
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- Bulk import of CSV files into ZPA App Segments or NPA private applications.
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## 9. Functional Requirements

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### 9.1 Private Application Modeling
- Create configuration objects to **create, delete, and import** app segments on ZPA or private applications on NPA.

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### 9.2 Migration Automation
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**Low-Level Workflows (per vendor):**
- Discover applications and build vendor-specific CSV files.
- Read CSV to bulk create applications.
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**High-Level Workflow:**
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- Trigger low-level workflows for discovery and CSV creation.
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- Transform CSV format between NPA and ZPA.
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- Load CSV into target platform to bulk create applications.
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## 10. Acceptance Criteria (MVP Scope: Private Application Migration Only)

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### 10.1 Application Discovery
- System can authenticate and connect to both NPA and ZPA APIs.
- All private applications are accurately discovered, including FQDNs, IPs, and ports.
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### 10.2 CSV Transformation
- Convert Netskope CSV → Zscaler CSV.
- Convert Zscaler CSV → Netskope CSV.
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### 10.3 Application Import and Creation
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- Create private applications on ZPA (App Segments) or NPA using transformed CSV.
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- Migration direction (NPA → ZPA or ZPA → NPA) selectable.
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- Applications created without duplication or overwriting unless explicitly allowed.
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## 11. Summary
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The SASE OpsLab Migration Tool enables **automated, error-free migration of private applications** between NPA and ZPA. It reduces manual effort, preserves security and compliance, supports auditability, and provides a scalable solution for enterprises transitioning Zero Trust architectures.

110 changes: 110 additions & 0 deletions doc-for-ai/CPE Inventory Management.md
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# CPE Inventory Management

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## 1. Overview

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### 1.1 Terminology
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- **CPE (Customer Premises Equipment):** Also known as an *edge device* — equipment located at the customer premises.
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- **ME (Managed Entity):** Represents a CPE in the Opslab data model.
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- **Inventory:** A detailed list of CPE devices. An inventory can be represented by a structured file, such as a CSV format.

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### 1.2 Purpose
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The goal of the *CPE Inventory Management* feature is to enable users to **bulk import customer devices** (CPEs) and automatically generate the corresponding tunnel golden configurations — all **without service disruption**.

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## 2. User Experience

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### 2.1 User Story
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> As a user, I must be able to bulk import a group of edge devices to avoid manual onboarding of each and every CPE.

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### 2.2 Expected Outcome
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- Users can upload a CSV file containing multiple CPE entries.
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- The system automatically creates and configures each CPE.
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- All imported devices appear under the customer's inventory.
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- Configuration is generated without any service disruption.

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## 3. Functional Requirements

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### 3.1 Import CPE Inventory
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The **Import CPE Inventory** OpsKit should be extended to support importing the following additional fields from the CSV file:

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Address: Street address of the CPE location. (Not required)
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City: City where the CPE is located. (Not required)
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Country: Country of installation. (Not required)
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Longitude: Geographic longitude coordinate. (Not required)
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Latitude: Geographic latitude coordinate. (Not required)
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Custom: User-defined field for extra data. (Not required)
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IP Address: Device IP address. (Required)
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External Interface: Network interface for connectivity. (Required)


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> **Note:** The IP address and external interface fields are mandatory and must be present in the CSV file.

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## 4. Implementation Details (Backend)

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### 4.1 Workflow
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For each entry in the imported CSV file:
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1. Create a new **CPE** in the Opslab system.
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2. Generate configuration variables for the following fields:
- Address
- City
- Country
- Longitude
- Latitude
- Custom
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3. Associate the CPE with the correct customer location.
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4. Apply auto-generated tunnel golden configurations.

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> **Note:** The CPE IP address and external interface are required for proper configuration.

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### 4.2 Managed Entity (ME) Creation
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A **Managed Entity (ME)** named **“Inventory”** will be automatically added to the customer location. This ME will represent the imported set of CPEs.

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## 5. Summary
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The *CPE Inventory Management* enhancement enables efficient bulk onboarding of edge devices, improving operational scalability and eliminating manual configuration steps. The system ensures all imported devices are represented as Managed Entities with complete metadata and valid configurations.
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