Local data and offline operation

Kallistra is designed to keep the core engagement record on the device running the desktop application. The workspace is intended to support assessment documentation when internet access is limited or unavailable.

Understand the data boundary

The public website hosts product information and these guides. Engagement assets, findings, working notes and evidence belong in the desktop workspace. Follow the engagement’s rules for where sensitive data may be stored and who may access it.

Plan for storage and sharing

• Choose approved storage for engagement material and confirm the applicable retention policy.
• Treat exports and copies as sensitive records in their own right. Check their contents and intended recipients before sharing.
• Agree how project data will be backed up and recovered before relying on a single device.

These are planning considerations. Product-specific storage, backup and recovery procedures will be documented after they are verified for the relevant release.

See The engagement record for how those records relate to each other.