OCTO
Open Core for Technology Orchestration
OCTO Technical Guide
New and Noteworthy Octo Core
Octo Core V1.6.1
New and Noteworthy in OCTO Milestone V1.6.1 (October 7, 2026)
New and Noteworthy
Octo AI Studio / Ollama Manager
Octo AI Studio / A Richer MCP Administration Experience
Octo AI Studio / Build, Manage, and Deploy AI Skills
OCTO Other issues/enhancements resolved
Octo Core V1.5.1
New and Noteworthy in OCTO Milestone V1.5.1 (June 24, 2026)
New & Noteworthy
MCP Admin
Skills/Agents Admin
OCTO Other issues/enhancements resolved
Octo Core V1.4.3
Octo Core V1.4.2
Octo Core V1.4.1
Octo Core V1.3.4
Octo Core V1.3.3
New and Noteworthy TD/OMS and VSCode
TD/OMS V19 Milestone 1
TD/OMS V18.1 Release
TD/OMS V18 Milestone 3
V18.0 Milestone 3 - VSCode & Octo WEB
Examples
Key Improvements
Managed Deployment Actions
Minor Issues and Enhancements resolved
TD/OMS V18 Milestone 2
TD/OMS V18 Milestone 1
Getting Started
Installing the VSCode plugins
Installing the VSCode TD/OMS Extension
Install from Marketplace
Download the vsix file
Configure the Extension
Login to Octo
Octo Server Settings
AI Skill and MCP Management
Use the UI
Installing the Docker server on a Linux system
Installing the Docker image on a Linux system
Octo-server image for Kubernetes or Docker Swarm/Compose
Volume setup in Kubernetes
Getting the image from the Remain Software download site
Pulling an octoserverk image from the Remain Docker repository
Running the Octo container
Octo server logging
Getting the Admin token
Octo-server HTTP/HTTPS setup
Setup of Nginx with Octo in Kubernetes
HTTP/HTTPS options and settings
Adding/Updating SSL certificate files
Octo-server backup and log settings
Container security
Web and REST API security
Known Octo image vulnerabilities
Base image Ubuntu 22.04 vulnerabilities with status critical and high
NPM vulnerabilities with status high
General Info
Installing the Docker server on a Windows system
Running Octo in Docker-Desktop
Octoserverk Image location
Image load from remote location (pull from Harbor)
Image load from local location
Octo HTTP/HTTPS configuration
Running the Octo-server container
Get the Octo admin token
Vulnerabilities with status high
Using a self-signed root CA certificate for use in Octo
Octo Admin
Open Octo Admin
Organizations Admin
Organizations Admin
Create new organization
Edit organization
Add new members to organization
Add members by searching users
Add members by invitation
Remove members from organization
Organization owners
Add owners to an organization
Remove owners from an organization
Users Admin
Email Admin
Octo Server Admin
Authentication Admin
OCTO Workspaces
What are Workspaces
Add New Workspace
Delete Workspace
Select Workspace
Install Plugin In Workspace
Uninstall Plugin From Workspace
Link Workspace
OCTO Plugins
Plugin Settings
Plugin Buttons
View Tracked URLs
Getting Started
Getting Started
Setup the Apache REST Server
Install TD/OMS Octo Apache Server
Install the Server
Restart the Server
Server Certificates
Test the Rest Server
TD/OMS Work Management Guide
Work Management
Work Management
The Toolbar
The Search Bar
Quick Filter
The Task List
Task Decorations
Context Menu Actions
Branches
Branches
Active Branches
Filtering
The Branch List
Expanding a Branch
Context Menu Actions
Edit
Stash
Delete
Stashed Branches
Filtering
The Stashed Branch List
Context Menu Actions
Restore
Purge
Analytics
Analytics
Warnings Chart Panels
Info Chart Panels
Trend Chart Panels
Task Editor
Task Editor
Solution Decorations
Context Menu Actions
Additional Search Options
Case Sensitive
OR
Exact Match
Asterisk Match
Solution Type Conditions
Filters
Opening the Filter Menu
Active Filter Indicators
Clearing Filters
No Matching Results
Details tab
Components
Components View
The View
1. The Toolbar
2. The Search Box
3. Objects / Members / Messages / ILE Procedures
4. The Selected Task
5. The Context Menu
6. Components Table
Components Search
7. Search Options
Special Keywords
source:
by:
is:
isnot:
has:
hasnot:
Search Examples
Searchable Fields
Component Editor
Solution Editor
Source Editor
Source Editor
Overview
Available Content
Solution Content
Source Content
Spool File Content
Editing and Saving
Compile Result Integration
Comparison Features
Compare Solution with Production
Compare Solution with Revision
Build Queue
Build Queue View
Available from
Functionality
The Toolbar
Context Menu Actions
Charts
Charts
Available from
Loading a Chart
From a Link
From the Component Editor
From the components
Dependency Charts (TD/OMS) Node Information
Node Counts
Navigating Charts
Toolbar Actions
Multiple Charts
Navigation Actions
Editor Actions
Object Management Actions
Impact Analysis
Selecting an Impact Analysis Report
Switching Between Dependency and Impact Analysis
Create Branch
Create Branch
Available from
Functionality
Link Information
Create New Object
New IFS Object
New IFS Object
Opening the Wizard
Creating an IFS File
Environment (Required)
Route
Base Directory (Required)
Subdirectory and File (Required)
File to Create
Finishing
Copying an IFS File
Copy Workflow
Data Area Object
Data Area Object
Opening the Wizard
Creating an Data Area Object
Data Area Name (Required)
Description (Required)
Environment (Required)
Library (Required)
Type (Required)
Length (1?24)
Decimal Position (0?9)
Value
Step-by-Step Usage Guide
Change Solution Type
Change Transfer Path
Change Member Attributes
Move Solutions to another Task
Disconnect Solutions
Assign/Unassign Programmer
Complete Task
Version Conflict
Link Tracker Issue to Task
Tracker Links
Compare Sources
Transfer
The Transfer process
Checkout
Checkout to Hotfix/Emergency
Promote
Move
Copy
Transfer Wizard Pages
Solution Overview
Select Environment and Sub-environments
Resolve Conflicts
Transfer overview
Schedule a Transfer
Transfer History
Transfer History
Levels of Transfer History
The Toolbar
Transfer History Search
Supported Search Columns
Date Search Format
Time Search Format
Additional Search Options
Case Sensitive
OR
Exact Match
Asterisk Match
Context Menu Actions
Log History
Log History
Available from
Functionality
The Toolbar
Context Menu Actions
Log Details
Log Details
Available from
Log Information
Features
Display Message
Display message
Available from
Functionality
Message Information
Message Content
Compile Override
Compile Override
Available from
Functionality
Command Header
Command Details
Command type
Command sequence
Behaviour on error
Command
Labels
Dependencies
Dependencies
Available from
Purpose
Support to ILE Procedures
Object History
Connection List
Connection List
Available from
Functionality
Type
The Toolbar
Spool File
Creating a Task
Ratifying a task
Checkout and Promote
The Transfer process
Checkout
Promote
Transfer Conflicts
Source Errors
Compile Result
Comments
Comments
Add Comment
Edit Comment
Reply to Comment
Delete Comment
User Options
User Options
User Option Execute
Available from
Functionality
Remote Job Monitor
Fill Object File
Fill Object File
Available from
Selection Fields
Key Options
Note:
Delete Object
Duplicate
Solution Conflict
Solution Conflict
Available from
Functionality
Resolving a Conflict
Available Actions
TD/OMS Tracker
Gravity
Gravity
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Issues
Server Filters
SQL
Issue Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Issue
Unlink Issue
Task Backlink to OCTO
Important Note
JIRA
JIRA
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Issues
Server Filters
Condition Filtering
Search
Fixed Conditions
Issue Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Issue
Unlink Issue
Task Backlink to OCTO
Important Note
Freshdesk
Freshdesk
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Tickets
Condition Filtering
Fixed Conditions
Ticket Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Ticket
Unlink Ticket
Task Backlink to OCTO
Important Note
Freshservice
Freshservice
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Tickets
Condition Filtering
Fixed Conditions
Ticket Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Ticket
Unlink Ticket
Task Backlink to OCTO
Important Note
BitBucket
BitBucket
Introduction
BitBucket Server
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Pull Requests
Condition Filtering
Search
Fixed Conditions
Pull Requests
Pull Request Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Pull Request
Unlink Pull Request
Task Backlink to OCTO
Important Note
ServiceNow
ServiceNow
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching ServiceNow Tasks
Server Filters
Condition Filtering
Search
Fixed Conditions
ServiceNow Task Actions
Open in Browser
Link TD/OMS Task
Unlink TD/OMS Task
Link New TD/OMS Task
TD/OMS Task Actions
Link ServiceNow Task
Unlink ServiceNow Task
TD/OMS Task Backlink to OCTO
Important Notes
TD/OMS Kanban
Setup the Kanban Provider
Setup the Kanban Backend
TD/OMS Analytics
Introduction
Setup the Analytics Provider
Work With Analytics
Analytics
Warnings Chart Panels
Info Chart Panels
Trend Chart Panels
User Defined Charts
User Defined Charts
Chart Types
Column Types
Number of Columns
Category
Maximum
Minimum
SQL Definition
Description
Example
Octo User Settings
Open User Settings Page
Account Settings
Account Settings
Two-Factor Authentication (2FA)
Enable two-Factor Authentication (2FA)
Disable two-Factor Authentication (2FA)
Authentication Logs Settings
Password Settings
Profile Settings
Profile Settings
Set Own Avatar
Edit Own Name
Update Own Email
Octo AI Studio
AI MCP Admin
Octo AI MCP Admin
OpenAPI-based AI MCP
Opening MCP Admin
Add New MCP Server
Generate or Regenerate MCP Tools
Manage MCP Tools
Select OpenAPI File
Edit OpenAPI File
Rename or Delete OpenAPI File
Open in external OpenAPI Editor
Admin Login
Enable/Disable & Update Octo MCP in VS Code
MCP Server Deployment and Usage
Permissions and Read-only Behavior
Security
MCP Execution Modes and Transparent Data Handling
AI Skills Admin
Octo AI Skills Admin
Opening Skills Admin
Signing In As Admin
Choosing A Navigation Mode
Tree view (default)
Dropdown mode
Searching Skills
Creating A New Skill
Importing A Skill From An Existing File
Editing A Skill
Maximizing A Section
Editing YAML Directly
Editing VS Code Platform Overrides
Renaming A Skill
Saving A Skill
Generating Platform Outputs
Generate for the current skill
Bulk generate
Deploying A Skill
Maximizing The Deploy Settings Panel
Deleting A Skill
Reading The Skill Tree Indicators
Resizing The Panels
Manage Octo Skills in VS Code
Ollama Manager
Octo Ollama Manager
At A Glance
Prerequisites
Access And Permissions
Open The Manager
Permission Levels
Admin Sign-In
Quick Start
Server Connection Workflow
Select An Existing Server
Add / Edit / Delete Server
Refresh Or Disconnect
Navigation Map
Tab Reference
Overview
Models
Running
Try Models
Analytics
API History
Standalone Telemetry Settings
Common Workflows
Daily Ops Workflow
Cleanup Workflow
Best Practices
Troubleshooting
Connection Error Banner
No Servers Available
Actions Disabled
No Telemetry Data
Model Not Running
Coverage Checklist
Glossary
Open Core for Technology Orchestration
OCTO Technical Guide
New and Noteworthy Octo Core
Octo Core V1.6.1
New and Noteworthy in OCTO Milestone V1.6.1 (October 7, 2026)
New and Noteworthy
Octo AI Studio / Ollama Manager
Octo AI Studio / A Richer MCP Administration Experience
Octo AI Studio / Build, Manage, and Deploy AI Skills
OCTO Other issues/enhancements resolved
Octo Core V1.5.1
New and Noteworthy in OCTO Milestone V1.5.1 (June 24, 2026)
New & Noteworthy
MCP Admin
Skills/Agents Admin
OCTO Other issues/enhancements resolved
Octo Core V1.4.3
Octo Core V1.4.2
Octo Core V1.4.1
Octo Core V1.3.4
Octo Core V1.3.3
New and Noteworthy TD/OMS and VSCode
TD/OMS V19 Milestone 1
TD/OMS V18.1 Release
TD/OMS V18 Milestone 3
V18.0 Milestone 3 - VSCode & Octo WEB
Examples
Key Improvements
Managed Deployment Actions
Minor Issues and Enhancements resolved
TD/OMS V18 Milestone 2
TD/OMS V18 Milestone 1
Getting Started
Installing the VSCode plugins
Installing the VSCode TD/OMS Extension
Install from Marketplace
Download the vsix file
Configure the Extension
Login to Octo
Octo Server Settings
AI Skill and MCP Management
Use the UI
Installing the Docker server on a Linux system
Installing the Docker image on a Linux system
Octo-server image for Kubernetes or Docker Swarm/Compose
Volume setup in Kubernetes
Getting the image from the Remain Software download site
Pulling an octoserverk image from the Remain Docker repository
Running the Octo container
Octo server logging
Getting the Admin token
Octo-server HTTP/HTTPS setup
Setup of Nginx with Octo in Kubernetes
HTTP/HTTPS options and settings
Adding/Updating SSL certificate files
Octo-server backup and log settings
Container security
Web and REST API security
Known Octo image vulnerabilities
Base image Ubuntu 22.04 vulnerabilities with status critical and high
NPM vulnerabilities with status high
General Info
Installing the Docker server on a Windows system
Running Octo in Docker-Desktop
Octoserverk Image location
Image load from remote location (pull from Harbor)
Image load from local location
Octo HTTP/HTTPS configuration
Running the Octo-server container
Get the Octo admin token
Vulnerabilities with status high
Using a self-signed root CA certificate for use in Octo
Octo Admin
Open Octo Admin
Organizations Admin
Organizations Admin
Create new organization
Edit organization
Add new members to organization
Add members by searching users
Add members by invitation
Remove members from organization
Organization owners
Add owners to an organization
Remove owners from an organization
Users Admin
Email Admin
Octo Server Admin
Authentication Admin
OCTO Workspaces
What are Workspaces
Add New Workspace
Delete Workspace
Select Workspace
Install Plugin In Workspace
Uninstall Plugin From Workspace
Link Workspace
OCTO Plugins
Plugin Settings
Plugin Buttons
View Tracked URLs
Getting Started
Getting Started
Setup the Apache REST Server
Install TD/OMS Octo Apache Server
Install the Server
Restart the Server
Server Certificates
Test the Rest Server
TD/OMS Work Management Guide
Work Management
Work Management
The Toolbar
The Search Bar
Quick Filter
The Task List
Task Decorations
Context Menu Actions
Branches
Branches
Active Branches
Filtering
The Branch List
Expanding a Branch
Context Menu Actions
Edit
Stash
Delete
Stashed Branches
Filtering
The Stashed Branch List
Context Menu Actions
Restore
Purge
Analytics
Analytics
Warnings Chart Panels
Info Chart Panels
Trend Chart Panels
Task Editor
Task Editor
Solution Decorations
Context Menu Actions
Additional Search Options
Case Sensitive
OR
Exact Match
Asterisk Match
Solution Type Conditions
Filters
Opening the Filter Menu
Active Filter Indicators
Clearing Filters
No Matching Results
Details tab
Components
Components View
The View
1. The Toolbar
2. The Search Box
3. Objects / Members / Messages / ILE Procedures
4. The Selected Task
5. The Context Menu
6. Components Table
Components Search
7. Search Options
Special Keywords
source:
by:
is:
isnot:
has:
hasnot:
Search Examples
Searchable Fields
Component Editor
Solution Editor
Source Editor
Source Editor
Overview
Available Content
Solution Content
Source Content
Spool File Content
Editing and Saving
Compile Result Integration
Comparison Features
Compare Solution with Production
Compare Solution with Revision
Build Queue
Build Queue View
Available from
Functionality
The Toolbar
Context Menu Actions
Charts
Charts
Available from
Loading a Chart
From a Link
From the Component Editor
From the components
Dependency Charts (TD/OMS) Node Information
Node Counts
Navigating Charts
Toolbar Actions
Multiple Charts
Navigation Actions
Editor Actions
Object Management Actions
Impact Analysis
Selecting an Impact Analysis Report
Switching Between Dependency and Impact Analysis
Create Branch
Create Branch
Available from
Functionality
Link Information
Create New Object
New IFS Object
New IFS Object
Opening the Wizard
Creating an IFS File
Environment (Required)
Route
Base Directory (Required)
Subdirectory and File (Required)
File to Create
Finishing
Copying an IFS File
Copy Workflow
Data Area Object
Data Area Object
Opening the Wizard
Creating an Data Area Object
Data Area Name (Required)
Description (Required)
Environment (Required)
Library (Required)
Type (Required)
Length (1?24)
Decimal Position (0?9)
Value
Step-by-Step Usage Guide
Change Solution Type
Change Transfer Path
Change Member Attributes
Move Solutions to another Task
Disconnect Solutions
Assign/Unassign Programmer
Complete Task
Version Conflict
Link Tracker Issue to Task
Tracker Links
Compare Sources
Transfer
The Transfer process
Checkout
Checkout to Hotfix/Emergency
Promote
Move
Copy
Transfer Wizard Pages
Solution Overview
Select Environment and Sub-environments
Resolve Conflicts
Transfer overview
Schedule a Transfer
Transfer History
Transfer History
Levels of Transfer History
The Toolbar
Transfer History Search
Supported Search Columns
Date Search Format
Time Search Format
Additional Search Options
Case Sensitive
OR
Exact Match
Asterisk Match
Context Menu Actions
Log History
Log History
Available from
Functionality
The Toolbar
Context Menu Actions
Log Details
Log Details
Available from
Log Information
Features
Display Message
Display message
Available from
Functionality
Message Information
Message Content
Compile Override
Compile Override
Available from
Functionality
Command Header
Command Details
Command type
Command sequence
Behaviour on error
Command
Labels
Dependencies
Dependencies
Available from
Purpose
Support to ILE Procedures
Object History
Connection List
Connection List
Available from
Functionality
Type
The Toolbar
Spool File
Creating a Task
Ratifying a task
Checkout and Promote
The Transfer process
Checkout
Promote
Transfer Conflicts
Source Errors
Compile Result
Comments
Comments
Add Comment
Edit Comment
Reply to Comment
Delete Comment
User Options
User Options
User Option Execute
Available from
Functionality
Remote Job Monitor
Fill Object File
Fill Object File
Available from
Selection Fields
Key Options
Note:
Delete Object
Duplicate
Solution Conflict
Solution Conflict
Available from
Functionality
Resolving a Conflict
Available Actions
TD/OMS Tracker
Gravity
Gravity
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Issues
Server Filters
SQL
Issue Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Issue
Unlink Issue
Task Backlink to OCTO
Important Note
JIRA
JIRA
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Issues
Server Filters
Condition Filtering
Search
Fixed Conditions
Issue Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Issue
Unlink Issue
Task Backlink to OCTO
Important Note
Freshdesk
Freshdesk
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Tickets
Condition Filtering
Fixed Conditions
Ticket Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Ticket
Unlink Ticket
Task Backlink to OCTO
Important Note
Freshservice
Freshservice
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Tickets
Condition Filtering
Fixed Conditions
Ticket Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Ticket
Unlink Ticket
Task Backlink to OCTO
Important Note
BitBucket
BitBucket
Introduction
BitBucket Server
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching Pull Requests
Condition Filtering
Search
Fixed Conditions
Pull Requests
Pull Request Actions
Open in Browser
Link Task
Unlink Task
Link New Task
Task Actions
Link Pull Request
Unlink Pull Request
Task Backlink to OCTO
Important Note
ServiceNow
ServiceNow
Overview
Installation
Server Management
Add a Server
Edit a Server
Delete a Server
Searching ServiceNow Tasks
Server Filters
Condition Filtering
Search
Fixed Conditions
ServiceNow Task Actions
Open in Browser
Link TD/OMS Task
Unlink TD/OMS Task
Link New TD/OMS Task
TD/OMS Task Actions
Link ServiceNow Task
Unlink ServiceNow Task
TD/OMS Task Backlink to OCTO
Important Notes
TD/OMS Kanban
Setup the Kanban Provider
Setup the Kanban Backend
TD/OMS Analytics
Introduction
Setup the Analytics Provider
Work With Analytics
Analytics
Warnings Chart Panels
Info Chart Panels
Trend Chart Panels
User Defined Charts
User Defined Charts
Chart Types
Column Types
Number of Columns
Category
Maximum
Minimum
SQL Definition
Description
Example
Octo User Settings
Open User Settings Page
Account Settings
Account Settings
Two-Factor Authentication (2FA)
Enable two-Factor Authentication (2FA)
Disable two-Factor Authentication (2FA)
Authentication Logs Settings
Password Settings
Profile Settings
Profile Settings
Set Own Avatar
Edit Own Name
Update Own Email
Octo AI Studio
AI MCP Admin
Octo AI MCP Admin
OpenAPI-based AI MCP
Opening MCP Admin
Add New MCP Server
Generate or Regenerate MCP Tools
Manage MCP Tools
Select OpenAPI File
Edit OpenAPI File
Rename or Delete OpenAPI File
Open in external OpenAPI Editor
Admin Login
Enable/Disable & Update Octo MCP in VS Code
MCP Server Deployment and Usage
Permissions and Read-only Behavior
Security
MCP Execution Modes and Transparent Data Handling
AI Skills Admin
Octo AI Skills Admin
Opening Skills Admin
Signing In As Admin
Choosing A Navigation Mode
Tree view (default)
Dropdown mode
Searching Skills
Creating A New Skill
Importing A Skill From An Existing File
Editing A Skill
Maximizing A Section
Editing YAML Directly
Editing VS Code Platform Overrides
Renaming A Skill
Saving A Skill
Generating Platform Outputs
Generate for the current skill
Bulk generate
Deploying A Skill
Maximizing The Deploy Settings Panel
Deleting A Skill
Reading The Skill Tree Indicators
Resizing The Panels
Manage Octo Skills in VS Code
Ollama Manager
Octo Ollama Manager
At A Glance
Prerequisites
Access And Permissions
Open The Manager
Permission Levels
Admin Sign-In
Quick Start
Server Connection Workflow
Select An Existing Server
Add / Edit / Delete Server
Refresh Or Disconnect
Navigation Map
Tab Reference
Overview
Models
Running
Try Models
Analytics
API History
Standalone Telemetry Settings
Common Workflows
Daily Ops Workflow
Cleanup Workflow
Best Practices
Troubleshooting
Connection Error Banner
No Servers Available
Actions Disabled
No Telemetry Data
Model Not Running
Coverage Checklist
Glossary