From ad4737036b36f9649d22962c30e258ba8184ed83 Mon Sep 17 00:00:00 2001 From: Eric Date: Mon, 8 Jan 2024 17:01:47 -0600 Subject: [PATCH] Docs: Add downgrading Fleet page (#15788) Closes: https://github.com/fleetdm/confidential/issues/4665 Changes: - Added a new documentation page that provides instructions for downgrading from Fleet premium. The content for this section was pulled from a [commented-out FAQ question](https://github.com/fleetdm/fleet/blob/1d2f5ae42ac0c9ab6cd560355a8f90ef012b78c6/docs/Get%20started/FAQ.md#L363-L394). --------- Co-authored-by: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com> Co-authored-by: Rachael Shaw --- docs/Using Fleet/downgrading-fleet.md | 41 +++++++++++++++++++++++++++ 1 file changed, 41 insertions(+) create mode 100644 docs/Using Fleet/downgrading-fleet.md diff --git a/docs/Using Fleet/downgrading-fleet.md b/docs/Using Fleet/downgrading-fleet.md new file mode 100644 index 0000000000..34f8fd04ff --- /dev/null +++ b/docs/Using Fleet/downgrading-fleet.md @@ -0,0 +1,41 @@ +# Downgrading from Fleet Premium + +Follow these steps to downgrade your Fleet instance from Fleet Premium. + +> If you'd like to renew your Fleet Premium license key, please contact us [here](https://fleetdm.com/company/contact). + +## Back up your users and update all team-level users to global users + +1. Run the `fleetctl get user_roles > user_roles.yml` command. Save the `user_roles.yml` file so that you can restore user roles if you decide to upgrade later. +2. Head to the **Settings > Users** page in the Fleet UI. +3. For each user that has any team listed under the **Teams** column, select **Actions > Edit**, then select **Global user**, and then **Save**. Delete any users that shouldn't have global access. + +## Move all team-level queries to the global level + +1. Head to the **Queries** page in the Fleet UI and select a team from the teams dropdown at the top of the page. +2. For each query that belongs to a team, select the query and select **Edit query** and copy the **Name**, **Description**, **Query**. Then expand the "advanced options" and take note of the values in the **Platforms**, **Minimum osquery version**, and **Logging** dropdowns. +3. On the Queries page select **All teams** in the top dropdown, select **Add query**, paste each item in the appropriate field, select the correct values from the advanced options dropdowns, and select **Save**. +4. **Optional:** Delete each query that belongs to a team because they will no longer be accessible in the Fleet UI following the downgrade process. + +## Move all team-level policies to the global level + +1. Head to the **Policies** page in the Fleet UI. +2. For each policy that belongs to a team, copy the **Name**, **Description**, **Resolve**, and **Query**. Then, select **All teams** in the top dropdown, select **Add a policy**, select **Create your own policy**, paste each item in the appropriate field, and select **Save**. +3. Delete each policy that belongs to a team because they will no longer run on any hosts following the downgrade process. + +## Back up your teams + +1. Run the `fleetctl get teams > teams.yml` command. Save the `teams.yml` file so you can restore your teams if you upgrade again later. +2. Head to the **Settings > Teams** page in the Fleet UI. +3. Delete all teams. This will move all hosts to the global level. + +## Remove your Fleet Premium license key + +1. Remove your license key from your Fleet configuration. Documentation on where the license key is located in your configuration is [here](https://fleetdm.com/docs/deploying/configuration#license). +2. Restart your Fleet server. + + + + + + \ No newline at end of file