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Merged
merged 21 commits into from
May 20, 2025
Merged

Enterprise portal docs (draft) #3218

merged 21 commits into from
May 20, 2025

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@replicated-ci replicated-ci added type::docs Improvements or additions to documentation type::feature labels Apr 30, 2025
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The **Install Attempts** section includes the following details about each installation attempt:
* The installation status (succeeded, stalled, or failed)
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^ what are the possible statuses for install attempts?

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seems right

* **OS** or **K8s**: The operating system of the VM or bare metal server. Or, the distribution of Kubernetes running in the installation environment.
* **Mode**: If the installation is online (internet-connected) or air gap (offline).
* **Registry**: If the image registry used is online (accessed over the internet) or offline (a local registry is used). For air gap installations, the registry is always offline. Users can also optionally use a local image registry in online installations.
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^ this was a guess of what online/offline meant for the Registry field. I figure it has to do with if they have a local registry configured?

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@pandemicsyn details?

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i looked, this seems right

* For installations with Replicated Embedded Cluster on VMs or bare metal servers, the Enterprise Portal reports when the installation assets were downloaded, as shown below:
![VM-based install attempt progress details](/images/customer-reporting-install-attempts-vm.png)
[View a larger version of this image](/images/customer-reporting-install-attempts-vm.png)
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^ I wasn't sure about the different install characteristics that determine which progress indicators are included

for example, I saw "registry login" and "images pulled" show up on certain installs, and it looked like those were all helm installs, but could use confirmation

same with "assets downloaded". those are just for EC, I guess?

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yep, that's right

</tr>
<tr>
<td>Page overview</td>
<td>An overview of the Enterprise Portal.</td>
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^ I don't think I saw where this appears in the Enterprise Portal

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it doesn't yet... i should decide if we're going to include it :)

</tr>
<tr>
<td>Instance labels</td>
<td>Any labels applied to the instance.</td>
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^ I'm not sure about this one. I saw something that appeared to be labels in the UI, but wasn't sure where those would be set

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these are applied by the vendor

</tr>
<tr>
<td>Instance ID</td>
<td>The unique identifier for the instance.</td>
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^ does this always show an id or can users set a nickname?

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nicknames are only available for new instances today... we should allow them to rename old instances soon though

</tr>
<tr>
<td>Version</td>
<td>The application version installed.</td>
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^ I figure this is just the application/release version that's installed? wasn't sure if there would be any reason this wouldn't match the exact version that's in the vendor portal

@paigecalvert paigecalvert marked this pull request as ready for review May 20, 2025 00:24
@paigecalvert paigecalvert requested a review from a team as a code owner May 20, 2025 00:24
@@ -16,6 +16,8 @@ You can configure custom domains for the following services:

- **Replicated app service:** Upstream application YAML and metadata, including a license ID, are pulled from the app service. By default, this service uses the domain `replicated.app`. Replicated recommends using a CNAME such as `updates.{your app name}.com`.

- **Enterprise Portal:** The Enterprise Portal is a web-based portal that provides end customers with a centralized location for managing their installation. By default, the Enterprise Portal uses the domain **`[DOMAIN].replicated.com`**. Replicated recommending using a CNAME such as `portal.{your app name}.com` or `enterprise.{your app name}.com`.

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^ On the About Custom Domains page, add Enterprise Portal to list of endpoints you can alias with a custom domain

From the **Download portal** section, you can:
* Manage the password for the Download Portal
* Access the unique Download Portal URL for the customer

You can use the Download Portal to give your customers access to the files they need to install your application, such as their license file or air gap bundles. For more information, see [Access a Customer's Download Portal](releases-share-download-portal).

### Enterprise Portal
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^ Add info about the Enterprise Portal section of the Customer Reporting page

* The uptime ratio in the previous two weeks.

### Install Attempts
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^ Add info about the Install Attempts section of the Customer Reporting page


1. Log in to the Enterprise Portal and go to **Install**.

1. On the panel on the left, select the installation type. The installation options available in the Enterprise Portal are based on the customer's license. For more information, see [Manage Install Types for a License](/vendor/licenses-install-types).
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only helm and EC are supported at launch time

Users can view their active and inactive instances in the Enterprise Portal, including the instance status and other details.

:::note
Air gap instance records do not appear in the Enterprise Portal until the vendor uploads a support bundle for that instance.
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this should change today... they'll be able to create an instance record and when they mark an airgap install complete the instance will show up with the version they were installing on (from which we'll base update emails)

@paigecalvert paigecalvert merged commit c754a95 into main May 20, 2025
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@paigecalvert paigecalvert deleted the enterprise-portal branch May 20, 2025 19:14
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3 participants