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docs: refactor for self-hosted Palette DOC-465 #1597

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merged 27 commits into from
Oct 5, 2023

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@karl-cardenas-coding karl-cardenas-coding commented Sep 21, 2023

Describe the Change

This PR refactors self-hosted Palette instructions to mirror the information architecture of Palette VerteX.

The following pages contain new content:

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🎫 DOC-465

@karl-cardenas-coding karl-cardenas-coding added documentation Improvements or additions to documentation backport-version-4-0 Backport change to version 4.0 auto-backport Enable backport backport-version-3-4 Backport change to version 3.4 labels Sep 21, 2023
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@karl-cardenas-coding karl-cardenas-coding marked this pull request as ready for review September 27, 2023 15:27
@karl-cardenas-coding karl-cardenas-coding requested a review from a team as a code owner September 27, 2023 15:27
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Approving this, but there are several things to address. Otherwise, nice refactor.
As instructed, I focused on the two files listed in the PR description (Backup/Restore and System Management) but noticed a few fixes to make in a spot check of other files.

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Images automagically compressed by Calibre's image-actions

Compression reduced images by 34.2%, saving 124.14 KB.

Filename Before After Improvement Visual comparison
static/assets/docs/images/enterprise_version_system-management_tenant-management_remove-tenant.png 86.96 KB 45.96 KB -47.1% View diff
static/assets/docs/images/enterprise-version_system-management_tenant-management_activate-tenant.png 92.17 KB 54.59 KB -40.8% View diff
static/assets/docs/images/palette_system-management_ssl-certifiacte-management_certificate-upload.png 183.68 KB 138.11 KB -24.8% View diff

480 images did not require optimisation.

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### Validate


1. Log in to the Palette system console. Refert to the [Access Palette](../enterprise-version.md#access-palette) section for instructions on how to access the Palette system console.
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🚫 [vale] reported by reviewdog 🐶
[Vale.Spelling] Did you really mean 'Refert'?

## Download Palette Installer

To request the Palette Self-hosted installer image, please contact our support team by sending an email to [email protected]. Kindly provide the following information in your email:
To set up a Palette account, contact our support team by sending an email to [email protected]. Include the following information in your email:
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🚫 [vale] reported by reviewdog 🐶
[spectrocloud.spectrocloud] Avoid using 'spectrocloud' outside of a URL format. Use 'Spectro Cloud' instead.

| Storage views | View |
| Tasks | Create task<br />Update task |
| vApp | Import<br />View OVF environment<br />Configure vAPP application<br />Configure vApp instance |
| vSphere tagging | Assign or Unassign vSphere Tag<br />Create vSphere Tag<br />Delete vSphere Tag<br />Edit vSphere Tag |
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[Vale.Spelling] Did you really mean 'Unassign'?


| **vSphere Object**| **Category** | **Privileges** |
|-------------------|----------------------|--------------------|
| Virtual Machines | Change Configuration | Acquire disk lease<br />Add existing disk<br />Add new disk<br />Add or remove device<br />Advanced configuration<br />Change CPU count<br />Change memory<br />Change settings<br />Change swapfile placement<br />Change resource<br />Change host USB device<br />Configure raw device<br />Configure managedBy<br />Display connection settings<br />Extend virtual disk<br />Modify device settings<br />Query fault tolerance compatibity<br />Query unowned files<br />Reload from path<br />Remove disk<br />Rename<br />Reset guest information<br />Set annotation<br />Toggle disk change tracking<br />Toggle fork parent<br />Upgrade VM compatibility|
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[Vale.Spelling] Did you really mean 'swapfile'?


## Root-Level Role Privileges

Root-level role privileges are only applied to root objects and Data center objects.
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🚫 [vale] reported by reviewdog 🐶
[Vale.Terms] Use 'data center' instead of 'Data center'.

| spectro-templates | Read only |
| Storage views | View |
| Tasks | Create task<br />Update task |
| vApp | Import<br />View OVF environment<br />Configure vAPP applications<br />Configure vApp instances |
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🚫 [vale] reported by reviewdog 🐶
[Vale.Spelling] Did you really mean 'vApp'?

| spectro-templates | Read only |
| Storage views | View |
| Tasks | Create task<br />Update task |
| vApp | Import<br />View OVF environment<br />Configure vAPP applications<br />Configure vApp instances |
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🚫 [vale] reported by reviewdog 🐶
[Vale.Spelling] Did you really mean 'vApp'?

| Storage views | View |
| Tasks | Create task<br />Update task |
| vApp | Import<br />View OVF environment<br />Configure vAPP applications<br />Configure vApp instances |
| vSphere tagging | Assign or Unassign vSphere Tag<br />Create vSphere Tag<br />Delete vSphere Tag<br />Edit vSphere Tag |
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🚫 [vale] reported by reviewdog 🐶
[Vale.Spelling] Did you really mean 'Unassign'?


| **vSphere Object**| **Category** | **Privileges** |
|-------------------|----------------------|--------------------|
| Virtual Machines | Change Configuration | Acquire disk lease<br />Add existing disk<br />Add new disk<br />Add or remove device<br />Advanced configuration<br />Change CPU count<br />Change memory<br />Change Settings<br />Change Swapfile placement<br />Change resource<br />Change host USB device<br />Configure Raw device<br />Configure managedBy<br />Display connection settings<br />Extend virtual disk<br />Modify device settings<br />Query fault tolerance compatibity<br />Query unowned files<br />Reload from path<br />Remove disk<br />Rename<br />Reset guest information<br />Set annotation<br />Toggle disk change tracking<br />Toggle fork parent<br />Upgrade VM compatibility|
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🚫 [vale] reported by reviewdog 🐶
[Vale.Spelling] Did you really mean 'Swapfile'?


If you do not clean up the tenant's resources, such as clusters and Private Cloud Gateways (PCGs), the tenant will remain in a **Deleting** state. You can use **Force Cleanup & Delete** to proceed with deletion without manually cleaning up tenant resources.
If you do not clean up the tenant's resources, such as clusters and Private Cloud Gateways (PCGs), the tenant will remain in a **Deleting** state. You can use **Force Cleanup & Delete** to proceed with deletion without manually cleaning up tenant resources.
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[Vale.Spelling] Did you really mean 'PCGs'?


:::
* A root-level role with access to higher-level vSphere objects. This role is referred to as the *spectro root role*. Check out the [Root-Level Role Privileges](#root-level-role-privileges) table for the list of privileges required for the root-level role.
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🚫 [vale] reported by reviewdog 🐶
[Vale.Terms] Use 'Spectro' instead of 'spectro'.


As listed in the table, apply spectro role privileges to vSphere objects you intend to use for Palette installation. A separate table lists Spectro role privileges for VMs by category.
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🚫 [vale] reported by reviewdog 🐶
[Vale.Terms] Use 'Spectro' instead of 'spectro'.

| **Storage views** | Configure service<br />View |
| **Tasks** | Create task<br />Update task |
| **vApp** | Import<br />View OVF environment<br />Configure vAPP applications<br />Configure vApp instances |
| **vSphere tagging** | Assign or unassign vSphere Tag<br />Create vSphere Tag<br />Delete vSphere Tag<br />Edit vSphere Tag |
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🚫 [vale] reported by reviewdog 🐶
[Vale.Spelling] Did you really mean 'unassign'?

| **Storage views** | View |
| **Tasks** | Create task<br />Update task |
| **vApp** | Import<br />View OVF environment<br />Configure vAPP applications<br />Configure vApp instances |
| **vSphere tagging** | Assign or unassign vSphere Tag<br />Create vSphere Tag<br />Delete vSphere Tag<br />Edit vSphere Tag |
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🚫 [vale] reported by reviewdog 🐶
[Vale.Spelling] Did you really mean 'unassign'?

<br />
The zone tags you assign to your vSphere objects, such as a datacenter and clusters are applied to the Kubernetes nodes you deploy through VerteX into your vSphere environment. Kubernetes clusters deployed to other infrastructure providers, such as public cloud may have other native mechanisms for auto discovery of zones.

For example, assume a vCenter environment contains three compute clusters, cluster-1, cluster-2, and cluster-3. To support this environment you create the tag categories `k8s-region` and `k8s-zone`. The `k8s-region` is assigned to the datacenter, and the `k8s-zone` tag is assigned to the compute clusters.
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🚫 [vale] reported by reviewdog 🐶
[Vale.Avoid] Avoid using 'datacenter'.

<br />
The zone tags you assign to your vSphere objects, such as a datacenter and clusters are applied to the Kubernetes nodes you deploy through VerteX into your vSphere environment. Kubernetes clusters deployed to other infrastructure providers, such as public cloud may have other native mechanisms for auto discovery of zones.

For example, assume a vCenter environment contains three compute clusters, cluster-1, cluster-2, and cluster-3. To support this environment you create the tag categories `k8s-region` and `k8s-zone`. The `k8s-region` is assigned to the datacenter, and the `k8s-zone` tag is assigned to the compute clusters.
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🚫 [vale] reported by reviewdog 🐶
[Vale.Spelling] Did you really mean 'datacenter'?

@karl-cardenas-coding karl-cardenas-coding merged commit 6b4d07a into master Oct 5, 2023
9 checks passed
@karl-cardenas-coding karl-cardenas-coding deleted the enterprise-refactor branch October 5, 2023 15:23
vault-token-factory-spectrocloud bot pushed a commit that referenced this pull request Oct 5, 2023
* docs: refactor for self-hosted Palette DOC-465

* docs: updated palette content

* docs: added VMware install docs

* docs: image updates and deprecation

* chore: gitleaks and FRPS clean-up

* docs: refactor and condensed pages

* docs: updated headings

* chore: rebased

* Apply suggestions from code review

Co-authored-by: Rita Watson <[email protected]>

* Optimised images with calibre/image-actions

* docs: feedback incoporated

* docs: minor language touchup

* docs: touche dup the system requirements document

* docs: fixed bold

* docs: updated VerteX permissions page

* docs: updated VerteX

* chore: addresses DOC-886

* docs: feedback incorporated

* docs: fixed a sentence

* Apply suggestions from code review

Co-authored-by: Rita Watson <[email protected]>

* docs: updated vertex page

* ci: reverted to the default runner

---------

Co-authored-by: Rita Watson <[email protected]>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
(cherry picked from commit 6b4d07a)
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💔 Some backports could not be created

Status Branch Result
version-4-0
version-3-4 Backport failed because of merge conflicts

You might need to backport the following PRs to version-3-4:
- Release note for 3.4.114 patch release (#1589)
- ci: adding missing commit (#1573)
- docs: updated URLs to use file path context
- docs: palette-cli URL update

Note: Successful backport PRs will be merged automatically after passing CI.

Manual backport

To create the backport manually run:

backport --pr 1597

Questions ?

Please refer to the Backport tool documentation and see the Github Action logs for details

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This PR #1646 adds the changes to the 3.4 version branch.

karl-cardenas-coding added a commit that referenced this pull request Oct 5, 2023
…1645)

* docs: refactor for self-hosted Palette DOC-465 (#1597)

* docs: refactor for self-hosted Palette DOC-465

* docs: updated palette content

* docs: added VMware install docs

* docs: image updates and deprecation

* chore: gitleaks and FRPS clean-up

* docs: refactor and condensed pages

* docs: updated headings

* chore: rebased

* Apply suggestions from code review

Co-authored-by: Rita Watson <[email protected]>

* Optimised images with calibre/image-actions

* docs: feedback incoporated

* docs: minor language touchup

* docs: touche dup the system requirements document

* docs: fixed bold

* docs: updated VerteX permissions page

* docs: updated VerteX

* chore: addresses DOC-886

* docs: feedback incorporated

* docs: fixed a sentence

* Apply suggestions from code review

Co-authored-by: Rita Watson <[email protected]>

* docs: updated vertex page

* ci: reverted to the default runner

---------

Co-authored-by: Rita Watson <[email protected]>
Co-authored-by: github-actions[bot] <41898282+github-actions[bot]@users.noreply.github.com>
(cherry picked from commit 6b4d07a)

* chore: gitleaks fix

---------

Co-authored-by: Karl Cardenas <[email protected]>
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