Troubleshooting Methodology

Investigate with evidence, document failed assumptions, and verify service restoration. The framework is a guide; the appropriate sequence depends on the incident and change controls.

1. FrameEnvironment · Problem · Symptoms
2. InvestigateAssumptions · Investigation · Evidence · Dead ends
3. ResolveRoot cause · Remediation · Verification
4. ImproveEngineering lesson · Preventive controls

The 12 steps

  1. Operating environment. Record the products, relevant versions, traffic path and constraints.
  2. Original problem. State the impact and the expected behavior.
  3. Observed symptoms. Separate observations from interpretation.
  4. Initial assumptions. List hypotheses and what would disprove them.
  5. Investigation process. Trace the failing path and test one hypothesis at a time.
  6. Commands, logs and evidence. Capture relevant, sanitized output and explain what it proves.
  7. What did not work. Document unsuccessful checks and why they were ruled out.
  8. Actual root cause. Connect the evidence to a specific failure mechanism.
  9. Remediation. Describe the scoped change, its risks and a rollback approach.
  10. Verification. Check end-to-end service behavior, logs and user-visible recovery.
  11. Engineering lesson. Explain the assumption or design issue behind the incident.
  12. Preventive controls. Identify monitoring, testing or design changes that reduce recurrence.

See it applied

In the F5/FortiGate case, a reachable VIP and healthy pool did not establish that the server-side application flow was permitted. Comparing both traffic legs exposed a missing firewall policy; connection tests and captures verified recovery.

Read the full investigation · Browse cases

Use article commands only after checking their relevance to your product version and environment. Production changes require your organization’s approval and rollback process.