A site survey is typically the first step before installing containment. Its purpose is to identify any practical, logistical, or regulatory factors that could affect the installation. 

The process begins with a review of local safety guidelines and compliance requirements. Next, the installation area is assessed to confirm readiness for containment. This includes evaluating whether there are adequate lighting and staging space, sufficient room to unpack materials, and a clear logistical route for moving equipment into the white space. Containment projects often involve large components, so the design of access points, corridors, and elevators must be carefully considered. In purpose-built data centers, logistics are usually straightforward. However, installations in older buildings - including government or historic facilities - can present challenges such as narrow entrances, restricted access routes, or small elevators, which may complicate material handling. 

Fire suppression and alarm systems are also reviewed to determine whether specific permits, procedures, or design adjustments are required. Site-specific work rules are another important factor. Some facilities operate 24/7, while others restrict working hours or limit activities such as drilling during certain periods. 

Conducting a site survey helps identify potential constraints early, reducing the risk of delays or unexpected issues during installation. Requirements can vary significantly depending on country and location. For example, transport and delivery planning may be influenced by local infrastructure, such as low bridges or restricted access routes, which may require special vehicles or alternative logistics arrangements.