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docs: Workspace refactor (#5064) (#5132)
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* docs: start working on the create page

* docs: more workspace refactor work

* docs: progress on workspace refactor

* docs: finish workspace pages

* docs: fix broken lilnk

* docs: remove feature page

* docs: broken link fix

* docs: edit workspaces

* docs: copy edits

* docs: add backup page

* docs: add backup & restore sections

* docs: adjust page order

* docs: add more examples

* docs: modify example

* docs: add restore options

* docs: vale

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Co-authored-by: caroldelwing <[email protected]>

* Update docs/docs-content/workspace/workspace-mgmt/delete-workspace.md

* Apply suggestions from code review

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Co-authored-by: caroldelwing <[email protected]>
(cherry picked from commit 2d142f0)

Co-authored-by: Lenny Chen <[email protected]>
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Expand Up @@ -42,8 +42,9 @@ To get started with creating a backup, check out the

:::info

If you are using a workspace, refer to the [Manage Palette Workspace](../../../workspace/workload-features.md) guide to
learn more about backup and restore actions for a workspace.
If you are using a workspace, refer to the
[Manage Palette Workspace](../../../workspace/workspace-mgmt/workspace-mgmt.md) guide to learn more about workspace
backup and restore actions.

:::

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5 changes: 1 addition & 4 deletions docs/docs-content/vm-management/rbac/vm-roles-permissions.md
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Expand Up @@ -37,7 +37,4 @@ to specify bindings to configure granular Role-Based Access Control (RBAC) rules
You can configure namespaces and RBAC from within a cluster or from a Palette workspace that contains a cluster group.
In a cluster group, all RoleBindings must occur at the namespace level. For details, review the
[Cluster RBAC](../../clusters/cluster-management/cluster-rbac.md) and
[workspace RBAC](../../workspace/workspace.md#role-based-access-controlrbac) guides.

Palette leverages Regex Pattern matching so you can select multiple namespaces to apply role bindings. Check out
[Regex for Namespaces](../../workspace/workload-features.md#regex-for-namespaces) to learn more.
[workspace RBAC](../../workspace/workspace-mgmt/configure-rbac.md) guides.
156 changes: 112 additions & 44 deletions docs/docs-content/workspace/adding-a-new-workspace.md
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---
sidebar_label: "Adding a Workspace"
title: "Adding a workspace"
description: "How to create multi-cluster workspace in Palette"
sidebar_label: "Create a Workspace"
title: "Create a Workspace"
description: "How to create a multi-cluster workspace in Palette."
icon: ""
hide_table_of_contents: false
sidebar_position: 0
tags: ["workspace"]
---

Palette enables multi-cluster management and governance capabilities by introducing Workspaces. This section explains
how a workspace can be created in the Palette console.
Palette enables multi-cluster management and governance capabilities by introducing workspaces. This page teaches you
how to create a workspace in Palette. All workspace settings can be updated after creation.

## Prerequisites

- One or more running workload clusters within the project.
- Cluster must not be imported with read-only mode.
- RBAC should not be set at cluster level but to be included at workspace level.
- Palette Virtual Clusters cannot be part of the workspace.
- One or more active workload clusters within the project where the workspace is to be created. The clusters cannot be
imported in read-only mode. Palette virtual clusters also cannot be part of a workspace.
- You have the permission to create workspaces. For more information, refer to
[Permissions](../user-management/palette-rbac/permissions.md).

## Create Your Workspace

1. Add the Basic Information Provide the basic information for the workspace such as:
1. Log in to [Palette](https://console.spectrocloud.com).

- Unique Name
- Optional Description
- Optional Tag
2. In the **Drop-Down Menu** at the top of the page, choose the project you want to create the workspace in. Workspaces
are always scoped to a project.

2. Associate Clusters
3. On the left **Main Menu**, click **Workspaces**. Then click **New Workspace**.

- Select the clusters to be added to the workspace. (See [New Clusters](../clusters/clusters.md) to learn how to add
a new Cluster.) Palette clusters, as well as brownfield clusters, can be added to your workspace.
4. Provide the basic information for the workspace.

- Configure the Cluster Role Binding (optional). Role bindings can be created on all workspace clusters.
- **Name**: The workspace name must be unique in the project.
- **Description**: An optional description for the workspace.
- **Tag**: Optional tags for the workspace.

- As step 2 of the new Workspace creation, select **Add Cluster Role Binding**.
- Provide the name of the role for which the cluster role binding needs to be created. The role should be
pre-existing or an in-built system role. Palette does not create cluster roles.
- Subjects for the cluster role binding can be groups, users, or service accounts.
When you are finished, click **Next**.

| **Subject Type** | **Subject Name** | **Subject Namespace** |
| ------------------- | ------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **User** | a valid path segment name | NA |
| **Group** | a valid path segment name | NA |
| **Service Account** | a valid path segment name | Granting super-user access to all service accounts <br /> cluster-wide is strongly discouraged. Hence, grant a <br /> role to all service accounts in a namespace. |
5. Choose clusters you want to include in the workspace. A cluster may be included in multiple workspaces. Refer to
[Create a Cluster](../clusters/clusters.md) to learn how to add a new cluster.

3. Associate Namespaces
6. On the **Clusters** page, you can optionally create cluster role bindings. To create a new cluster role binding,
click **Add New Binding**. Enter the name of the cluster role you want to reference in the cluster role binding.

- Enter one or more namespaces that need to be part of the workspace. The combination of workspace and cluster is
unique across workspaces in a project. Palette ensures that all the namespaces are created for all the clusters in
the workspaces, in case they are not pre-existing.
- Add the resource quota for the namespaces by specifying CPU and Memory limits (optional).
- Configure the Role Binding (optional). The following information is required for each role binding:
- Select a namespace name or the Regex for namespaces for selecting multiple namespaces.
- Specific name for the role which is pre-existing
- Make the selection of Subjects from the dropdown list (User, Group, or ServiceAccount). For the subject selected,
provide a valid path segment name. For the subject, ServiceAccount select namespace name as granting super-user
access to all service accounts cluster-wide is strongly discouraged due to security concerns.
- Confirm the information provided to complete the configuration of role binding.
After specifying the role, you need to specify the subject to which the cluster role binding is applied to. Select
the subject type and then enter the name of the subject. The name of the subject must be the same as it is defined in
the cluster.

4. Settings
:::info

- [Schedule Backups](../clusters/cluster-management/backup-restore/backup-restore.md) - set the backup and restore
policies.
- [Container Image](workload-features.md#restrict-container-images-to-a-workspace) - list out the container images to
be restricted within a Workspace namespace.
Unlike Palette RBAC, the users you reference here are Kubernetes user objects in the cluster, not users in your
Palette environment.

Review and finish the configuration and complete the deployment.
:::

While this action will create the same role binding across all the clusters that are part of the workspace, it does
not define the cluster role nor the subject the role is bound to. You need to define the role yourself in each
cluster as well as define the subject the role is bound to. Otherwise, the cluster role binding will not have any
effect.

:::info

If the cluster role in each cluster has different permissions, then the subjects that the role is bound to will also
have different permissions across clusters, even though they have the same cluster role binding. The same applies to
namespace-scoped role bindings defined in the next step.

:::

7. Enter the namespaces you want to include in the workspace. If a cluster that is part of your workspace has that
namespace, the namespace and all resources that are scoped within it will be included in the workspace. If any
cluster in the workspace is missing the namespace you entered, the namespace will be created on that cluster.

You must use the names of the namespaces exactly, not regular expressions. The regular expression entries are only
used for creating role bindings in a later step.

8. After selecting the namespaces, you can specify resource limits that the workspace is allowed to consume in the
**Workspace Quota** section. The **Maximum CPU** and **Maximum Memory** allow you to specif the maximum amount of CPU
cores and memory that all resources in the entire workspace are allowed to consume.

9. You may also specify resource limits on specific namespaces.

For example, if you have two clusters, `cluster1` and `cluster2`, and they each have a namespace called `default`. If
you impose a 2 Gi memory limit on the namespace default, then the `default` namespace in both clusters will be able
to consume 2 Gi memory each. For more information about resource quotas, refer to
[Resource Management](./workspace-mgmt/resource-mgmt.md).

You must ensure that the namespaced limits, when added together, do not exceed the total workspace limit you
configured. If you impose a workspace quota of 4 Gi memory for a two-cluster workspace, then a namespace cannot have
more than 2 Gi of memory as its limit, since there are two such namespaces in the workspace and both of them added
together are allowed 4 Gi of memory.

10. On the same **Namsespaces** page, you can optionally configure role bindings. When you configure a role binding for
a namespace, you are configuring the same role binding in that namespace in every cluster. Like in Kubernetes, you
can use either a role or a cluster role in a role binding. Similar to cluster role bindings, this action does not
create the roles or the subject for you. You must ensure that the corresponding role and subject referenced in the
role binding exists in the namespaces you configured.

You can use Regular Expressions (regex) to create role bindings in multiple namespaces that match a certain pattern.
To do so, enter the regex in the namespace field. For example, `/palette-.*/` will match all namespaces that start
with `palette-`. When creating the role binding, you can select the regex as the namespace.

:::info

Regex entries in the **Namespaces** field do not add the namespaces that match the regex to the workspace. You will
not be able to monitor resource usage, impose resource limits, or create backups unless you specifically add a
namespace by its name.

:::

When you are finished, click **Next**.

11. In the **Setting** page, you can schedule backups for select namespaces. These backups are created for each cluster
in the workspace.

Like cluster backups in Palette, restoring a backup requires the source cluster to be available. When you restore a
backup, the namespaces that are backed up are restored to each cluster in the workspace. If you delete a cluster
from the workspace, that cluster's backup will not be restored.

For more information about backups, refer to
[Backup and Restore](../clusters/cluster-management/backup-restore/backup-restore.md).

12. Lastly, you can restrict certain container images from being loaded in the namespaces that are managed by the
workspace. To restrict images from being loaded by resources in a namespace, click **Add New Container Image**.
Select a namespace you want to restrict the image in, and enter the image URLs in a comma-separated list. When you
are done, click **Next**.

13. Review your configurations and click **Finish Configuration** to create the workspace.

## Validate

1. Log in to [Palette](https://console.spectrocloud.com).

2. In the **drop-down Menu** at the top of the page, choose the project you created the workspace in.

3. On the left **Main Menu**, click **Workspaces**.

4. Confirm the workspace has been created with the right configurations.
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