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fleet/articles/downgrade-fleet.md
Mike Thomas 2171544ad1
Docs quick reference optimization (#21331) 
This PR closes https://github.com/fleetdm/fleet/issues/21108

@noahtalerman, I double-checked all redirects, and they are working.
Clicking through the URLs in [this
spreadsheet](https://docs.google.com/spreadsheets/d/1djVynIMuJK4pT5ziJW12CluVqcaoxxnCLaBO3VXfAt4/edit?usp=sharing)
is a pretty quick way to go through them all. Note that "Audit logs" and
"Understanding host vitals" redirect to the contributor docs on GitHub,
so they will throw a 404 until this is merged.

Some new guides benefitted from a name change, so they make more sense
as stand-alone guides, and also so that we don't have to mess around
with more redirects later. Those name changes followed [this
convention](https://fleetdm.com/handbook/company/communications#headings-and-titles),
which was recently documented in the handbook.

Have fun!

---------

Co-authored-by: Eric <eashaw@sailsjs.com>
Co-authored-by: Noah Talerman <noahtal@umich.edu>
2024-08-16 15:30:31 -05:00

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Downgrade 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.

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.
  2. Restart your Fleet server.