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diff --git a/docs/cloud/manage/organize-your-infrastrucutre-invite-your-team.md b/docs/cloud/manage/organize-your-infrastrucutre-invite-your-team.md new file mode 100644 index 00000000..b36e0806 --- /dev/null +++ b/docs/cloud/manage/organize-your-infrastrucutre-invite-your-team.md @@ -0,0 +1,169 @@ +# Organize Your Infrastructure and Invite your Team + +Netdata Cloud provides you with features such as [Spaces](#netdata-cloud-spaces) and [War Rooms](#netdata-cloud-war-rooms) that allow you to better organize your infrastructure and ensure your team can also have access to it through invites. + +## Netdata Cloud Spaces + +Organize your multi-organization infrastructure monitoring on Netdata Cloud by creating Spaces to completely isolate access to your Agent-monitored nodes. + +A Space is a high-level container. It's a collaboration space where you can organize team members, access levels and the +nodes you want to monitor. + +Let's talk through some strategies for creating the most intuitive Cloud experience for your team. + +### How to organize your Netdata Cloud + +You can use any number of Spaces you want, but as you organize your Cloud experience, keep in mind that _you can only +add any given node to a single Space_. This 1:1 relationship between node and Space may dictate whether you use one +encompassing Space for your entire team and separate them by War Rooms, or use different Spaces for teams monitoring +discrete parts of your infrastructure. + +If you have been invited to Netdata Cloud by another user by default you will able to see that space. If you are a new +user the first space is already created. + +The other consideration for the number of Spaces you use to organize your Netdata Cloud experience is the size and +complexity of your organization. + +For smaller teams and infrastructures, we recommend sticking to a single Space so that you can keep all your nodes and their +respective metrics in one place. You can then use +multiple [War Rooms](#netdata-cloud-war-rooms) +to further organize your infrastructure monitoring. + +Enterprises may want to create multiple Spaces for each of their larger teams, particularly if those teams have +different responsibilities or parts of the overall infrastructure to monitor. For example, you might have one SRE team +for your user-facing SaaS application and a second team for infrastructure tooling. If they don't need to monitor the +same nodes, you can create separate Spaces for each team. + +### Navigate between spaces + +Click on any of the boxes to switch between available Spaces. + +Netdata Cloud abbreviates each Space to the first letter of the name, or the first two letters if the name is two words +or more. Hover over each icon to see the full name in a tooltip. + +To add a new Space click on the green **+** button. Enter the name of the Space and click **Save**. + + + +### Manage Spaces + +Manage your spaces by selecting a particular space and clicking on the small gear icon in the lower left corner. This +will open a side tab in which you can: + +1. _Configure this Space*_, in the first tab (**Space**) you can change the name, description or/and some privilege + options of this space + +2. _Edit the War Rooms*_, click on the **War rooms** tab to add or remove War Rooms. + +3. _Connect nodes*_, click on **Nodes** tab. Copy the claiming script to your node and run it. See the + [connect to Cloud doc](https://github.com/netdata/netdata/blob/master/claim/README.md) for details. + +4. _Manage the users*_, click on **Users**. + The [invitation doc](#invite-your-team) + details the invitation process. + +5. _Manage notification setting*_, click on **Notifications** tab to turn off/on notification methods. + +6. _Manage your bookmarks*_, click on the **Bookmarks** tab to add or remove bookmarks that you need. + +> #### Note +> +> \* This action requires admin rights for this space + +### Obsoleting offline nodes from a Space + +Netdata admin users now have the ability to remove obsolete nodes from a space. + +- Only admin users have the ability to obsolete nodes +- Only offline nodes can be marked obsolete (Live nodes and stale nodes cannot be obsoleted) +- Node obsoletion works across the entire space, so the obsoleted node will be removed from all rooms belonging to the + space +- If the obsoleted nodes eventually become live or online once more they will be automatically re-added to the space + + + +## Netdata Cloud War rooms + +Netdata Cloud uses War Rooms to organize your connected nodes and provide infrastructure-wide dashboards using real-time metrics and visualizations. + +Once you add nodes to a Space, all of your nodes will be visible in the **All nodes** War Room. This is a special War Room +which gives you an overview of all of your nodes in this particular Space. Then you can create functional separations of +your nodes into more War Rooms. Every War Room has its own dashboards, navigation, indicators, and management tools. + + + +### War Room organization + +We recommend a few strategies for organizing your War Rooms. + +- **Service, purpose, location, etc.** + You can group War Rooms by a service (Nginx, MySQL, Pulsar, and so on), their purpose (webserver, database, application), their physical location, whether they're "bare metal" or a Docker container, the PaaS/cloud provider it runs on, and much more. + This allows you to see entire slices of your infrastructure by moving from one War Room to another. + +- **End-to-end apps/services** + If you have a user-facing SaaS product, or an internal service that this said product relies on, you may want to monitor that entire stack in a single War Room. This might include Kubernetes clusters, Docker containers, proxies, databases, web servers, brokers, and more. + End-to-end War Rooms are valuable tools for ensuring the health and performance of your organization's essential services. + +- **Incident response** + You can also create new War Rooms as one of the first steps in your incident response process. + For example, you have a user-facing web app that relies on Apache Pulsar for a message queue, and one of your nodes using the [Pulsar collector](https://github.com/netdata/go.d.plugin/blob/master/modules/pulsar/README.md) begins reporting a suspiciously low messages rate. + You can create a War Room called `$year-$month-$day-pulsar-rate`, add all your Pulsar nodes in addition to nodes they connect to, and begin diagnosing the root cause in a War Room optimized for getting to resolution as fast as possible. + +### Add War Rooms + +To add new War Rooms to any Space, click on the green plus icon **+** next to the **War Rooms** heading on the left (Space's) sidebar. + +In the panel, give the War Room a name and description, and choose whether it's public or private. +Anyone in your Space can join public War Rooms, but can only join private War Rooms with an invitation. + +### Manage War Rooms + +All the users and nodes involved in a particular Space can be part of a War Room. + +Any user can change simple settings of a War room, like the name or the users participating in it. +Click on the gear icon of the War Room's name in the top of the page to do that. A sidebar will open with options for this War Room: + +1. To **change a War Room's name, description, or public/private status**, click on **War Room** tab. + +2. To **include an existing node** to a War Room or **connect a new node\*** click on **Nodes** tab. Choose any connected node you want to add to this War Room by clicking on the checkbox next to its hostname, then click **+ Add** at the top of the panel. + +3. To **add existing users to a War Room**, click on **Add Users**. + See our [invite section](#invite-your-team) for details on inviting new users to your Space in Netdata Cloud. + +> #### Note +> +>\* This action requires **admin** rights for this Space + +#### More actions + +To **view or remove nodes** in a War Room, click on the **Nodes tab**. To remove a node from the current War Room, click on +the **🗑** icon. + +> #### Info +> +> Removing a node from a War Room does not remove it from your Space. + +## Invite your team + +Invite your entire SRE, DevOPs, or ITOps team to Netdata Cloud, to give everyone insights into your infrastructure from a single pane of glass. + +Invite new users to your Space by clicking on **Invite Users** in +the [Space](#netdata-cloud-spaces) management area. + + + + +You will be prompted to enter the email addresses of the users you want to invite to your Space. You can enter any number of email addresses, separated by a comma, to send multiple invitations at once. + +Next, choose the War Rooms you want to invite these users to. Once logged in, these users are not restricted only to +these War Rooms. They can be invited to others, or join any that are public. + +Next, pick a role for the invited user. You can read more about [which roles are available](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/role-based-access.md#what-roles-are-available) based on your [subscription plan](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/plans.md). + +Click the **Send** button to send an email invitation, which will prompt them +to [sign up](https://github.com/netdata/netdata/blob/master/docs/cloud/manage/sign-in.md) and join your Space. + + + +Any unaccepted invitations remain under **Invitations awaiting response**. These invitations can be rescinded at any +time by clicking the trash can icon. |