#726 - Getting Started UI instructions added to docs (#739)

* added ui instructions for cluster list to access-clusters * re-org access-clusters so that 'Cluster List' becomes a searchable heading * rewording * added instructions and links for Global Settings * added global config + retitle/rephrase retitle to disambiguate global settings from global config listed some relevant global config items that need more info * correction: updated access-clusters page in /docs, not /versioned_docs * added Nodes UI instructions * download kubeconfig UI instructions added/modified one file contained correct instructions but they were somewhat convoluted, as you can download the file from a page mentioned earlier in the suggested instructions and the button thery describe is an icon, not labeled with any text * restoring formatting * updated pathway for image list downloads * finding rancher-images.txt * added instructions for Apps Marketplace * link pointing to v1 monitoring * link pointing to v1 dashboards * added links for v1 notifiers, logging tools * global dns entries, global dns providers, catalog links added * Rancher portal > Rancher UI * updated access-clusters page * rm note & add third way to access cluster dashboard * heading levels * addressed comments in global-configuration * addressed comments for nodes-and-node-pools * addressed comment on authorized-cluster-endpoint * rm'd create apps steps * updated kubeconfig download instructions * adjusting headers * updated images list instructions as version # is now an About link * restored intro to monitoring-and-alerting * KubeConfig > kubeconfig (except for naming the UI label) * left navigation sidebar > left navigation * Update docs/how-to-guides/new-user-guides/manage-clusters/access-clusters/authorized-cluster-endpoint.md Co-authored-by: Billy Tat <[email protected]> * applied changes to v2.7 docs --------- Co-authored-by: Billy Tat <[email protected]>
rancher · Sep 6, 2023 · 5274e4e · 5274e4e
1 parent 4560574
commit 5274e4e
Show file tree

Hide file tree

Showing 19 changed files with 207 additions and 50 deletions.
diff --git a/...tarted/installation-and-upgrade/upgrade-kubernetes-without-upgrading-rancher.md b/...tarted/installation-and-upgrade/upgrade-kubernetes-without-upgrading-rancher.md
@@ -84,7 +84,10 @@ To sync Rancher with a local mirror of the RKE metadata, an administrator would
 
 After new Kubernetes versions are loaded into the Rancher setup, additional steps would be required in order to use them for launching clusters. Rancher needs access to updated system images. While the metadata settings can only be changed by administrators, any user can download the Rancher system images and prepare a private container image registry for them.
 
-1. To download the system images for the private registry, click the Rancher server version at the bottom left corner of the Rancher UI.
+To download the system images for the private registry: 
+
+1. Click **☰** in the top left corner.
+1. Click **About** at the bottom of the left navigation.
 1. Download the OS specific image lists for Linux or Windows.
 1. Download `rancher-images.txt`.
 1. Prepare the private registry using the same steps during the [air gap install](other-installation-methods/air-gapped-helm-cli-install/publish-images.md), but instead of using the `rancher-images.txt` from the releases page, use the one obtained from the previous steps.

diff --git a/docs/how-to-guides/new-user-guides/helm-charts-in-rancher/create-apps.md b/docs/how-to-guides/new-user-guides/helm-charts-in-rancher/create-apps.md
@@ -6,16 +6,12 @@ title: Creating Apps
   <link rel="canonical" href="https://ranchermanager.docs.rancher.com/how-to-guides/new-user-guides/helm-charts-in-rancher/create-apps"/>
 </head>
 
-Rancher's App Marketplace is based on Helm Repositories and Helm Charts. You can add HTTP based standard Helm Repositories as well as any Git Repository which contains charts.
-
 :::tip
 
 For a complete walkthrough of developing charts, see the [Chart Template Developer's Guide](https://helm.sh/docs/chart_template_guide/) in the official Helm documentation.
 
 :::
 
-
-
 ## Chart Types
 
 Rancher supports two different types of charts: Helm charts and Rancher charts.

diff --git a/.../new-user-guides/manage-clusters/access-clusters/authorized-cluster-endpoint.md b/.../new-user-guides/manage-clusters/access-clusters/authorized-cluster-endpoint.md
@@ -8,11 +8,18 @@ title: How the Authorized Cluster Endpoint Works
 
 This section describes how the kubectl CLI, the kubeconfig file, and the authorized cluster endpoint work together to allow you to access a downstream Kubernetes cluster directly, without authenticating through the Rancher server. It is intended to provide background information and context to the instructions for [how to set up kubectl to directly access a cluster.](use-kubectl-and-kubeconfig.md#authenticating-directly-with-a-downstream-cluster)
 
-### About the kubeconfig File
+### About the Kubeconfig File
 
-The _kubeconfig file_ is a file used to configure access to Kubernetes when used in conjunction with the kubectl command line tool (or other clients).
+The kubeconfig file is used to configure access to Kubernetes when used in conjunction with the kubectl command line tool (or other clients).
 
-This kubeconfig file and its contents are specific to the cluster you are viewing. It can be downloaded from the cluster view in Rancher. You will need a separate kubeconfig file for each cluster that you have access to in Rancher.
+The kubeconfig file and its contents are specific to each cluster. It can be downloaded from the **Clusters** page in Rancher:
+
+1. Click **☰** in the top left corner.
+1. Select **Cluster Management**.
+1. Find the cluster whose kubeconfig you want to download, and select **⁝** at the end of the row. 
+1. Select **Download KubeConfig** from the submenu.
+
+You will need a separate kubeconfig file for each cluster that you have access to in Rancher.
 
 After you download the kubeconfig file, you will be able to use the kubeconfig file and its Kubernetes [contexts](https://kubernetes.io/docs/reference/kubectl/cheatsheet/#kubectl-context-and-configuration) to access your downstream cluster.
 

diff --git a/...s/new-user-guides/manage-clusters/access-clusters/use-kubectl-and-kubeconfig.md b/...s/new-user-guides/manage-clusters/access-clusters/use-kubectl-and-kubeconfig.md
@@ -31,9 +31,10 @@ These instructions assume that you have already created a Kubernetes cluster, an
 
 :::
 
-1. Log into Rancher. Click **☰ > Cluster Management**.
-1. Go to the cluster that you want to access with kubectl and click **Explore**.
-1. In the top navigation bar, click **Download KubeConfig** button.
+1. Click **☰** in the top left corner.
+1. Select **Cluster Management**.
+1. Find the cluster whose kubeconfig you want to download, and select **⁝** at the end of the row. 
+1. Select **Download KubeConfig** from the submenu.
 1. Save the YAML file on your local computer. Move the file to `~/.kube/config`. Note: The default location that kubectl uses for the kubeconfig file is `~/.kube/config`, but you can use any directory and specify it using the `--kubeconfig` flag, as in this command:
   ```
   kubectl --kubeconfig /custom/path/kube.config get pods

diff --git a/docs/how-to-guides/new-user-guides/manage-clusters/nodes-and-node-pools.md b/docs/how-to-guides/new-user-guides/manage-clusters/nodes-and-node-pools.md
@@ -6,7 +6,14 @@ title: Nodes and Node Pools
   <link rel="canonical" href="https://ranchermanager.docs.rancher.com/how-to-guides/new-user-guides/manage-clusters/nodes-and-node-pools"/>
 </head>
 
-After you launch a Kubernetes cluster in Rancher, you can manage individual nodes from the cluster's **Node** tab. Depending on the [option used](../../../pages-for-subheaders/kubernetes-clusters-in-rancher-setup.md) to provision the cluster, there are different node options available.
+After you launch a Kubernetes cluster in Rancher, you can manage individual nodes from the cluster's **Node** tab. 
+
+1. Click **☰** in the top left corner.
+1. Select **Cluster Management**.
+1. Find the cluster whose nodes you want to manage, and click the **Explore** button at the end of the row.
+1. Select **Nodes** from the left navigation.
+
+Depending on the [option used](../../../pages-for-subheaders/kubernetes-clusters-in-rancher-setup.md) to provision the cluster, there are different node options available.
 
 :::note
 

diff --git a/docs/integrations-in-rancher/monitoring-and-alerting/built-in-dashboards.md b/docs/integrations-in-rancher/monitoring-and-alerting/built-in-dashboards.md
@@ -110,4 +110,8 @@ You can also see the rules in the Prometheus UI:
 
 ![PrometheusRules UI](/img/prometheus-rules-ui.png)
 
-For more information on configuring PrometheusRules in Rancher, see [this page.](../../how-to-guides/advanced-user-guides/monitoring-v2-configuration-guides/advanced-configuration/prometheusrules.md)
+For more information on configuring PrometheusRules in Rancher, see [this page.](../../how-to-guides/advanced-user-guides/monitoring-v2-configuration-guides/advanced-configuration/prometheusrules.md)
+
+## Legacy UI
+
+For information on the dashboards available in v2.2 to v2.4 of Rancher, before the introduction of the `rancher-monitoring` application, see the [Rancher v2.0—v2.4 docs](../../versioned_docs/version-2.0-2.4/explanations/integrations-in-rancher/cluster-monitoring/viewing-metrics.md).
diff --git a/docs/pages-for-subheaders/access-clusters.md b/docs/pages-for-subheaders/access-clusters.md
@@ -14,22 +14,52 @@ For more information on roles-based access control, see [this section.](manage-r
 
 For information on how to set up an authentication system, see [this section.](authentication-config.md)
 
+## Clusters in Rancher UI
 
-### Rancher UI
+There are several paths to view and manage clusters through the Rancher UI.
 
-Rancher provides an intuitive user interface for interacting with your clusters. All options available in the UI use the Rancher API. Therefore any action possible in the UI is also possible in the Rancher CLI or Rancher API.
+### Clusters Page
 
-### kubectl
+You can access the **Clusters** page from the **☰** menu:
+
+1. Click **☰**.
+1. Select **Cluster Management**.
+
+You can also access the **Clusters** page by clicking the **Manage** button above the clusters table on the Rancher UI **Home** page.
+
+On the **Clusters** page, select **⁝** at the end of each row to view a submenu with the following options:
+
+* [Kubectl Shell](../how-to-guides/advanced-user-guides/manage-clusters/access-clusters/use-kubectl-and-kubeconfig.md)
+* Download KubeConfig
+* Copy KubeConfig to Clipboard
+* Edit Config
+* View YAML
+* Download YAML 
+
+### Cluster Dashboard
+
+On the **Clusters** page, select the **Explore** button at the end of each row to view that cluster's **Cluster Dashboard**. You can also view the dashboard by clicking the name of a cluster in the table, then clicking the **Explore** buttton on the **Cluster** page.
+
+The **Cluster Dashboard** is also accessible from the Rancher UI **Home** page, by clicking on the name of a cluster.
+
+You can also access the **Cluster Dashboard** from the **☰** in the top navigation bar:
+
+1. Click **☰**.
+1. Select the name of a cluster from the **Explore Cluster** menu option.
+
+The **Cluster Dashboard** lists information about a specific cluster, such as number of nodes, memory usage, events, and resources.
+
+## kubectl
 
 You can use the Kubernetes command-line tool, [kubectl](https://kubernetes.io/docs/reference/kubectl/overview/), to manage   your clusters. You have two options for using kubectl:
 
 - **Rancher kubectl shell:** Interact with your clusters by launching a kubectl shell available in the Rancher UI. This option requires no configuration actions on your part. For more information, see [Accessing Clusters with kubectl Shell](../how-to-guides/new-user-guides/manage-clusters/access-clusters/use-kubectl-and-kubeconfig.md).
 - **Terminal remote connection:** You can also interact with your clusters by installing [kubectl](https://kubernetes.io/docs/tasks/tools/install-kubectl/) on your local desktop and then copying the cluster's kubeconfig file to your local `~/.kube/config` directory. For more information, see [Accessing Clusters with kubectl and a kubeconfig File](../how-to-guides/new-user-guides/manage-clusters/access-clusters/use-kubectl-and-kubeconfig.md).
 
-### Rancher CLI
+## Rancher CLI
 
 You can control your clusters by downloading Rancher's own command-line interface, [Rancher CLI](cli-with-rancher.md). This CLI tool can interact directly with different clusters and projects or pass them `kubectl` commands.
 
-### Rancher API
+## Rancher API
 
-Finally, you can interact with your clusters over the Rancher API. Before you use the API, you must obtain an [API key](../reference-guides/user-settings/api-keys.md). To view the different resource fields and actions for an API object, open the API UI, which can be accessed by clicking on **View in API** for any Rancher UI object.
+Finally, you can interact with your clusters over the Rancher API. Before you use the API, you must obtain an [API key](../reference-guides/user-settings/api-keys.md). To view the different resource fields and actions for an API object, open the API UI, which can be accessed by clicking on **View in API** for any Rancher UI object.
diff --git a/docs/pages-for-subheaders/authentication-permissions-and-global-configuration.md b/docs/pages-for-subheaders/authentication-permissions-and-global-configuration.md
@@ -1,5 +1,5 @@
 ---
-title: Authentication, Permissions and Global Configuration
+title: Authentication, Permissions and Global Settings
 ---
 
 <head>
@@ -52,6 +52,34 @@ Rancher Kubernetes Metadata contains Kubernetes version information which Ranche
 
 For more information on how metadata works and how to configure metadata config, see [Rancher Kubernetes Metadata](../getting-started/installation-and-upgrade/upgrade-kubernetes-without-upgrading-rancher.md).
 
-## Enabling Experimental Features
+## Global Settings
 
-Rancher includes some features that are experimental and disabled by default. Feature flags were introduced to allow you to try these features. For more information, refer to the section about [feature flags.](enable-experimental-features.md)
+Options that control certain global-level Rancher settings are available from the top navigation bar. 
+
+Click **☰** in the top left corner, then select **Global Settings**, to view and configure the following settings:
+
+- **Settings**: Various Rancher defaults, such as the minimum length for a user's password (`password-min-length`). You should be cautious when modifying these settings, as invalid values may break your Rancher installation.
+- **Feature Flags**: Rancher features that can be toggled on or off. Some of these flags are for [experimental features](#enabling-experimental-features).
+- **Banners**: Elements you can add to fixed locations on the portal. For example, you can use these options to [set a custom banner](../how-to-guides/new-user-guides/authentication-permissions-and-global-configuration/custom-branding.md#fixed-banners) for users when they login to Rancher. 
+- **Branding**: Rancher UI design elements that you can [customize](../how-to-guides/new-user-guides/authentication-permissions-and-global-configuration/custom-branding.md). You can add a custom logo or favicon, and modify UI colors.
+- **Performance**: Performance settings for the Rancher UI, such as incremental resource loading.
+- **Home Links**: Links displayed on the Rancher UI **Home** page. You can modify visibility for the default links or add your own links.
+
+### Enabling Experimental Features
+
+Rancher includes some features that are experimental and/or disabled by default. Feature flags allow you to enable these features. For more information, refer to the section about [feature flags.](enable-experimental-features.md)
+
+### Global Configuration
+
+**Global Configuration** options aren't visible unless you activate the **legacy** [feature flag](enable-experimental-features.md). The **legacy** flag is disabled by default on fresh Rancher installs of v2.6 and later. If you upgrade from an earlier Rancher version, or activate the **legacy** feature flag on Rancher v2.6 and later, **Global Configuration** is available from the top navigation menu:
+
+1. Click **☰** in the top left corner.
+1. Select **Global Configuration** from the **Legacy Apps**.
+
+The following features are available under **Global Configuration**:
+
+- **Catalogs**
+- **Global DNS Entries**
+- **Global DNS Providers**
+
+As these are legacy features, please see the Rancher v2.0—v2.4 docs on [catalogs](../../versioned_docs/v2.0-v2.4/pages-for-subheaders/helm-charts-in-rancher.md), [global DNS entries](../../versioned_docs/v2.0-v2.4/how-to-guides/new-user-guides/helm-charts-in-rancher/globaldns.md#adding-a-global-dns-entry), and [global DNS providers](../../versioned_docs/v2.0-v2.4/how-to-guides/new-user-guides/helm-charts-in-rancher/globaldns.md#editing-a-global-dns-provider) for more details.
diff --git a/docs/pages-for-subheaders/monitoring-and-alerting.md b/docs/pages-for-subheaders/monitoring-and-alerting.md
@@ -7,17 +7,20 @@ description: Prometheus lets you view metrics from your different Rancher and Ku
   <link rel="canonical" href="https://ranchermanager.docs.rancher.com/pages-for-subheaders/monitoring-and-alerting"/>
 </head>
 
-Using the `rancher-monitoring` application, you can quickly deploy leading open-source monitoring and alerting solutions onto your cluster.
+The `rancher-monitoring` application can quickly deploy leading open-source monitoring and alerting solutions onto your cluster.
+
+Introduced in Rancher v2.5, the application is powered by [Prometheus](https://prometheus.io/), [Grafana](https://grafana.com/grafana/),  [Alertmanager](https://prometheus.io/docs/alerting/latest/alertmanager/), the [Prometheus Operator](https://github.com/prometheus-operator/prometheus-operator), and the [Prometheus adapter.](https://github.com/DirectXMan12/k8s-prometheus-adapter) 
 
+For information on V1 monitoring and alerting, available in Rancher v2.2 up to v2.4, please see the Rancher v2.0—v2.4 docs on [cluster monitoring](../../versioned_docs/version-2.0-2.4/pages-for-subheaders/cluster-monitoring.md), [alerting](../../versioned_docs/v2.0-v2.4/pages-for-subheaders/cluster-alerts.md), [notifiers](../../versioned_docs/v2.0-v2.4/explanations/integrations-in-rancher/notifiers) and other [tools](../../versioned_docs/v2.0-v2.4/pages-for-subheaders/project-tools.md).
+
+Using the `rancher-monitoring` application, you can quickly deploy leading open-source monitoring and alerting solutions onto your cluster.
 
 ### Features
 
 Prometheus lets you view metrics from your Rancher and Kubernetes objects. Using timestamps, Prometheus lets you query and view these metrics in easy-to-read graphs and visuals, either through the Rancher UI or Grafana, which is an analytics viewing platform deployed along with Prometheus.
 
 By viewing data that Prometheus scrapes from your cluster control plane, nodes, and deployments, you can stay on top of everything happening in your cluster. You can then use these analytics to better run your organization: stop system emergencies before they start, develop maintenance strategies, or restore crashed servers.
 
-The `rancher-monitoring` operator, introduced in Rancher v2.5, is powered by [Prometheus](https://prometheus.io/), [Grafana](https://grafana.com/grafana/),  [Alertmanager](https://prometheus.io/docs/alerting/latest/alertmanager/), the [Prometheus Operator](https://github.com/prometheus-operator/prometheus-operator), and the [Prometheus adapter.](https://github.com/DirectXMan12/k8s-prometheus-adapter)
-
 The monitoring application:
 
 - Monitors the state and processes of your cluster nodes, Kubernetes components, and software deployments.

diff --git a/versioned_docs/version-2.5/pages-for-subheaders/access-clusters.md b/versioned_docs/version-2.5/pages-for-subheaders/access-clusters.md
@@ -14,7 +14,6 @@ For more information on roles-based access control, see [this section.](manage-r
 
 For information on how to set up an authentication system, see [this section.](about-authentication.md)
 
-
 ### Rancher UI
 
 Rancher provides an intuitive user interface for interacting with your clusters. All options available in the UI use the Rancher API. Therefore any action possible in the UI is also possible in the Rancher CLI or Rancher API.

diff --git a/...tarted/installation-and-upgrade/upgrade-kubernetes-without-upgrading-rancher.md b/...tarted/installation-and-upgrade/upgrade-kubernetes-without-upgrading-rancher.md
@@ -84,7 +84,10 @@ To sync Rancher with a local mirror of the RKE metadata, an administrator would
 
 After new Kubernetes versions are loaded into the Rancher setup, additional steps would be required in order to use them for launching clusters. Rancher needs access to updated system images. While the metadata settings can only be changed by administrators, any user can download the Rancher system images and prepare a private container image registry for them.
 
-1. To download the system images for the private registry, click the Rancher server version at the bottom left corner of the Rancher UI.
+To download the system images for the private registry: 
+
+1. Click **☰** in the top left corner.
+1. Click **About** at the bottom of the left navigation.
 1. Download the OS specific image lists for Linux or Windows.
 1. Download `rancher-images.txt`.
 1. Prepare the private registry using the same steps during the [air gap install](other-installation-methods/air-gapped-helm-cli-install/publish-images.md), but instead of using the `rancher-images.txt` from the releases page, use the one obtained from the previous steps.

diff --git a/...version-2.7/how-to-guides/new-user-guides/helm-charts-in-rancher/create-apps.md b/...version-2.7/how-to-guides/new-user-guides/helm-charts-in-rancher/create-apps.md
@@ -6,16 +6,12 @@ title: Creating Apps
   <link rel="canonical" href="https://ranchermanager.docs.rancher.com/how-to-guides/new-user-guides/helm-charts-in-rancher/create-apps"/>
 </head>
 
-Rancher's App Marketplace is based on Helm Repositories and Helm Charts. You can add HTTP based standard Helm Repositories as well as any Git Repository which contains charts.
-
 :::tip
 
 For a complete walkthrough of developing charts, see the [Chart Template Developer's Guide](https://helm.sh/docs/chart_template_guide/) in the official Helm documentation.
 
 :::
 
-
-
 ## Chart Types
 
 Rancher supports two different types of charts: Helm charts and Rancher charts.