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Add Documentation to Install and Configure Non-Org Root #2039

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Sep 26, 2018

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These guidelines and more can be found in our contributing guidelines.

But, you also have the option to run Forseti even if you only own a subset
of resources, such as a specific folder, or projects that are directly under
the organization. Inventory and Scanner will be supported for use on these
subset of resources, but Explain will not be supported.
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What about data model? probably would me worth mentioning if raw data will be converted to structured data when organization is a folder or projects.

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Done.

this.
1. If you want Forseti to run from a folder, edit `forseti_conf_server.yaml`
and point the `root_resource_id` to the target folder:
`folders/<foo_folder_id>`. Grant the Forseti server service account to have
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Without manually assigning roles on a folder level to the service account, does it work with the default org level roles/permissions (inheritance)?

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Done, clarified this by organizing the doc.

the same roles on the target folder, as was [originally granted on the
organization]({% link _docs/latest/concepts/service-accounts.md %}).
1. If you want Forseti to run on projects that you own, leave the
`root_resource_id` pointed to the organization. Grant project
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If the user who ran the installation has org admin access, this will scan for all the projects?

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Good point, clarified this.

viewer role to the Forseti server service account, on these specific
projects.
1. Save the changes to `forseti_conf_server.yaml` file.
1. Save `forseti_conf_server.yaml` to GCS bucket.
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User also needs to pull down the changes on the VM (or via the cronjob), we have the process documented here: https://forsetisecurity.org/docs/latest/configure/general/index.html#moving-configuration-to-cloud-storage

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Done

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Thanks for the review, PTAL!

But, you also have the option to run Forseti even if you only own a subset
of resources, such as a specific folder, or projects that are directly under
the organization. Inventory and Scanner will be supported for use on these
subset of resources, but Explain will not be supported.
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Done.

this.
1. If you want Forseti to run from a folder, edit `forseti_conf_server.yaml`
and point the `root_resource_id` to the target folder:
`folders/<foo_folder_id>`. Grant the Forseti server service account to have
Copy link
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Done, clarified this by organizing the doc.

the same roles on the target folder, as was [originally granted on the
organization]({% link _docs/latest/concepts/service-accounts.md %}).
1. If you want Forseti to run on projects that you own, leave the
`root_resource_id` pointed to the organization. Grant project
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Good point, clarified this.

viewer role to the Forseti server service account, on these specific
projects.
1. Save the changes to `forseti_conf_server.yaml` file.
1. Save `forseti_conf_server.yaml` to GCS bucket.
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Done

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@red2k18 red2k18 left a comment

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LGTM. Thanks for working on this!

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@joecheuk joecheuk left a comment

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Looks good overall, just a few more small comments


## Saving Changes
1. Save the changes to `forseti_conf_server.yaml` file.
1. Save `forseti_conf_server.yaml` [to GCS bucket]({% link _docs/latest/configure/general/index.md %}#moving-configuration-to-cloud-storage).
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Maybe upload is a better word here?

1. Save the changes to `forseti_conf_server.yaml` file.
1. Save `forseti_conf_server.yaml` [to GCS bucket]({% link _docs/latest/configure/general/index.md %}#moving-configuration-to-cloud-storage).
1. Make the server to
[reload the updated configuration]({% link _docs/latest/use/cli/server.md %}).
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If we want the user to reload manually, we will need another step to pull from the gcs bucket in the server VM before reloading the config.

Run the Forseti [Installer]({% link _docs/latest/setup/install.md %}).

By default, the installer will try to assign org-level roles. If you are not
Org Admin, there will be errors, but you can safely disregard, as you will
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I think there should be an an, not an org admin


By default, the installer will try to assign org-level roles. If you are not
Org Admin, there will be errors, but you can safely disregard, as you will
assign the correct roles later.
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Should we make it very specific that user will need to assign the roles manually?

@blueandgold blueandgold merged commit b28646c into forsetisecurity.org-dev Sep 26, 2018
@blueandgold blueandgold deleted the folderrootdoc branch September 26, 2018 21:03
joecheuk pushed a commit that referenced this pull request Sep 26, 2018
* Added 2.0 upgrade instruction (#1769)

* Added 2.0 upgrade instruction

* Addressed PR comment

* Updated broken urls

* Added missing gsuite scope (#1772)

* Update upgrade.md (#1774)

* Added compute engine disk resource (#1779)

* Update CSCC doc (#1778)

* versioned 2.1

* revert branch to stable

* Updated generated configuration files

* update versioning (#1791)

* Added space between comment and function

* Updated app.yaml file

* updates

* updates

* fixed version redirect issues

* Update forsetisecurity.org-dev faqs for VM instances security updates… (#1799)

* Update forsetisecurity.org-dev faqs for VM instances security updates issue#830

* Changes to PR comments Update forsetisecurity.org-dev faqs for VM instances security updates issue#830

* Adding information about building the website server locally for development.

* Adding information about building the website server locally for development.

* Making a set of small changes pr comments in PR/1804

* Fixing title that got munged in merge

* Making more changes to website section

* Responding to an additional comment.

* Responding to comments about dep location and ruby virtual environment.

* Fixing issue 1801 where links to GitHub for latest are broken.

* Update CSCC notifier documentation to list the additional requirements for CSCC (#1808)

* Update doc to list the additional requirements for CSCC

* Update how to enable API

* Fixing issue 1801 where links to GitHub for latest are broken. (#1807)

* Responding to comments in PR/1804

* Making an additional round of changes to PR/1804

* Making an additional round of changes to PR/1804

* Noting the updated G Suite Domain-wide Delegation screen.

* Fixing typo in documentation

* Fixing typo in org policy permission configuration

* Updating documentation as `service-management enable` is now `services enable`

$ gcloud beta service-management enable admin.googleapis.com
ERROR: (gcloud.beta.service-management.enable) The `service-management enable` command has been replaced by `services enable`.

* Documenting solution to virtualenv issues on clean Linux install

This took literally hours of searching to figure out, so saving others time.

* Adding some additional clarification to setup process, specifically g… (#1818)

* Adding some additional clarification to setup process, specifically granting ACLs.

* Fixing small typo

* Responding to comment.

* Adding clarifying details for CloudSQL setup (#1819)

* Adding clarifying details for CloudSQL setup

For example, a new screen UI was introduced in the CloudSQL creation process.

* Making requested changes.

* Adjusting indent to be four spaces

* Adjusting overflow indent

* Fix for "mysql_config not found"

Showing how to fix "EnvironmentError: mysql_config not found" when MySQL isn't available due to version/license issues.

* Updated installation instructions to include steps to install server instance only (#1824)

* Updated installation instructions to include steps to install server instance only

* Addressed PR comments

* Executing specific subset of tests (#1852)

Adding some examples for running specific subset of tests.

* Adding solution for error repeatedly encountered in forseti setup (#1851)

* Adding solution for error repeatedly encountered in forseti setup

"bash: workon: command not found" and its solution on Linux machine.

* Update setup.md

* Add FAQ for adding documentation (#1863)

* Add FAQ for adding documentation

* tweak

* tweak

* tweak

* tweak

* Add the -r flag for requirements.txt (#1877)

* Add the -r flag for requirements.txt (#1876)

* Add the -r flag for requirements.txt (#1875)

* Noting process for running unit tests in Docker after making changes (#1855)

* Noting process for running unit tests in Docker after making changes

* Updated website with instructions to modify cron job (#1906)

* updated website with instructions to modify cron job

* addressed comment on cron job update

* adjusted line

* adjusted line break

* Forsetisecurity.org Add snapshots to Resource Coverage on website (#1912)

* Add compute snapshots to covered resources

* Fix link for compute engine disks

* Updated documentation that G Suite is optional

* Updated documentation

* recent changes updated (#1933)

* Add entry in FAQ for Terraform deployment (#1939)

* Add entry in FAQ for Terraform deployment

* Fixed typo

* Update deploy-using-terraform.md

* v2.2 website created (#1948)

* Updated website with Slack information and office hours (#1950)

* Updated website with Slack and office hours info

* Updated website with slack info and office hours

* Update upgrade instructions (#1966)

* updates

* git command updated

* updates

* pin sphinx version to 177 (#1987)

* Update rules.md with new BigQuery syntax (#1984)

* Update rules.md with new BigQuery syntax

Partially fix #1937.

* update deprecated notice

* typos corrected (#1988)

* created version v2.3.0

* added sphinx docs

* Fix testing instructions (#1993)

* Fix testing instructions

* Adjust docs to match @blueandgold's suggestion from #1998

* Document the new sequential step-upgrade process. (#2016)

* Document new upgrade process.

* updates

* formated md

* Addressed PR comments

* updates

* updates

* Added compute instance reset step

* addressed PR comments

* fixed broken urls

* Add Documentation to Install and Configure Non-Org Root (#2039)

* add doc for non-org root

* tweak

* tweak

* tweak

* tweak

* tweak

* reorganize doc for clarity

* address comments

* website publish v2.4
blueandgold pushed a commit that referenced this pull request Oct 5, 2018
* Added 2.0 upgrade instruction (#1769)

* Added 2.0 upgrade instruction

* Addressed PR comment

* Updated broken urls

* Added missing gsuite scope (#1772)

* Update upgrade.md (#1774)

* Added compute engine disk resource (#1779)

* Update CSCC doc (#1778)

* versioned 2.1

* revert branch to stable

* Updated generated configuration files

* update versioning (#1791)

* Added space between comment and function

* Updated app.yaml file

* updates

* updates

* fixed version redirect issues

* Update forsetisecurity.org-dev faqs for VM instances security updates… (#1799)

* Update forsetisecurity.org-dev faqs for VM instances security updates issue#830

* Changes to PR comments Update forsetisecurity.org-dev faqs for VM instances security updates issue#830

* Adding information about building the website server locally for development.

* Adding information about building the website server locally for development.

* Making a set of small changes pr comments in PR/1804

* Fixing title that got munged in merge

* Making more changes to website section

* Responding to an additional comment.

* Responding to comments about dep location and ruby virtual environment.

* Fixing issue 1801 where links to GitHub for latest are broken.

* Update CSCC notifier documentation to list the additional requirements for CSCC (#1808)

* Update doc to list the additional requirements for CSCC

* Update how to enable API

* Fixing issue 1801 where links to GitHub for latest are broken. (#1807)

* Responding to comments in PR/1804

* Making an additional round of changes to PR/1804

* Making an additional round of changes to PR/1804

* Noting the updated G Suite Domain-wide Delegation screen.

* Fixing typo in documentation

* Fixing typo in org policy permission configuration

* Updating documentation as `service-management enable` is now `services enable`

$ gcloud beta service-management enable admin.googleapis.com
ERROR: (gcloud.beta.service-management.enable) The `service-management enable` command has been replaced by `services enable`.

* Documenting solution to virtualenv issues on clean Linux install

This took literally hours of searching to figure out, so saving others time.

* Adding some additional clarification to setup process, specifically g… (#1818)

* Adding some additional clarification to setup process, specifically granting ACLs.

* Fixing small typo

* Responding to comment.

* Adding clarifying details for CloudSQL setup (#1819)

* Adding clarifying details for CloudSQL setup

For example, a new screen UI was introduced in the CloudSQL creation process.

* Making requested changes.

* Adjusting indent to be four spaces

* Adjusting overflow indent

* Fix for "mysql_config not found"

Showing how to fix "EnvironmentError: mysql_config not found" when MySQL isn't available due to version/license issues.

* Updated installation instructions to include steps to install server instance only (#1824)

* Updated installation instructions to include steps to install server instance only

* Addressed PR comments

* Executing specific subset of tests (#1852)

Adding some examples for running specific subset of tests.

* Adding solution for error repeatedly encountered in forseti setup (#1851)

* Adding solution for error repeatedly encountered in forseti setup

"bash: workon: command not found" and its solution on Linux machine.

* Update setup.md

* Add FAQ for adding documentation (#1863)

* Add FAQ for adding documentation

* tweak

* tweak

* tweak

* tweak

* Add the -r flag for requirements.txt (#1877)

* Add the -r flag for requirements.txt (#1876)

* Add the -r flag for requirements.txt (#1875)

* Noting process for running unit tests in Docker after making changes (#1855)

* Noting process for running unit tests in Docker after making changes

* Updated website with instructions to modify cron job (#1906)

* updated website with instructions to modify cron job

* addressed comment on cron job update

* adjusted line

* adjusted line break

* Forsetisecurity.org Add snapshots to Resource Coverage on website (#1912)

* Add compute snapshots to covered resources

* Fix link for compute engine disks

* Updated documentation that G Suite is optional

* Updated documentation

* recent changes updated (#1933)

* Add entry in FAQ for Terraform deployment (#1939)

* Add entry in FAQ for Terraform deployment

* Fixed typo

* Update deploy-using-terraform.md

* v2.2 website created (#1948)

* Updated website with Slack information and office hours (#1950)

* Updated website with Slack and office hours info

* Updated website with slack info and office hours

* Update upgrade instructions (#1966)

* updates

* git command updated

* updates

* pin sphinx version to 177 (#1987)

* Update rules.md with new BigQuery syntax (#1984)

* Update rules.md with new BigQuery syntax

Partially fix #1937.

* update deprecated notice

* typos corrected (#1988)

* created version v2.3.0

* added sphinx docs

* Fix testing instructions (#1993)

* Fix testing instructions

* Adjust docs to match @blueandgold's suggestion from #1998

* Document the new sequential step-upgrade process. (#2016)

* Document new upgrade process.

* updates

* formated md

* Addressed PR comments

* updates

* updates

* Added compute instance reset step

* addressed PR comments

* fixed broken urls

* Add Documentation to Install and Configure Non-Org Root (#2039)

* add doc for non-org root

* tweak

* tweak

* tweak

* tweak

* tweak

* reorganize doc for clarity

* address comments

* website publish v2.4

* Cloud Asset Inventory documentation (#2054)

* CAI documentation

* updated cai doc page

* addressed comments

* added bucket level role

* documented steps to enable cai while upgrading

* added gcloud command

* fixed quotes around command

* added steps to upgrade from v2.4 to v2.5

* reorganized steps by placing both the gcloud command steps together

* need to add a service account role

* updates

* updates

* updates

* Added lien scanner config update instructions

* travis updates

* updates

* Created v2.5.0.
joecheuk added a commit that referenced this pull request Oct 19, 2018
* Added 2.0 upgrade instruction (#1769)

* Added 2.0 upgrade instruction

* Addressed PR comment

* Updated broken urls

* Added missing gsuite scope (#1772)

* Update upgrade.md (#1774)

* Added compute engine disk resource (#1779)

* Update CSCC doc (#1778)

* versioned 2.1

* revert branch to stable

* Updated generated configuration files

* update versioning (#1791)

* Added space between comment and function

* Updated app.yaml file

* updates

* updates

* fixed version redirect issues

* Update forsetisecurity.org-dev faqs for VM instances security updates… (#1799)

* Update forsetisecurity.org-dev faqs for VM instances security updates issue#830

* Changes to PR comments Update forsetisecurity.org-dev faqs for VM instances security updates issue#830

* Adding information about building the website server locally for development.

* Adding information about building the website server locally for development.

* Making a set of small changes pr comments in PR/1804

* Fixing title that got munged in merge

* Making more changes to website section

* Responding to an additional comment.

* Responding to comments about dep location and ruby virtual environment.

* Fixing issue 1801 where links to GitHub for latest are broken.

* Update CSCC notifier documentation to list the additional requirements for CSCC (#1808)

* Update doc to list the additional requirements for CSCC

* Update how to enable API

* Fixing issue 1801 where links to GitHub for latest are broken. (#1807)

* Responding to comments in PR/1804

* Making an additional round of changes to PR/1804

* Making an additional round of changes to PR/1804

* Noting the updated G Suite Domain-wide Delegation screen.

* Fixing typo in documentation

* Fixing typo in org policy permission configuration

* Updating documentation as `service-management enable` is now `services enable`

$ gcloud beta service-management enable admin.googleapis.com
ERROR: (gcloud.beta.service-management.enable) The `service-management enable` command has been replaced by `services enable`.

* Documenting solution to virtualenv issues on clean Linux install

This took literally hours of searching to figure out, so saving others time.

* Adding some additional clarification to setup process, specifically g… (#1818)

* Adding some additional clarification to setup process, specifically granting ACLs.

* Fixing small typo

* Responding to comment.

* Adding clarifying details for CloudSQL setup (#1819)

* Adding clarifying details for CloudSQL setup

For example, a new screen UI was introduced in the CloudSQL creation process.

* Making requested changes.

* Adjusting indent to be four spaces

* Adjusting overflow indent

* Fix for "mysql_config not found"

Showing how to fix "EnvironmentError: mysql_config not found" when MySQL isn't available due to version/license issues.

* Updated installation instructions to include steps to install server instance only (#1824)

* Updated installation instructions to include steps to install server instance only

* Addressed PR comments

* Executing specific subset of tests (#1852)

Adding some examples for running specific subset of tests.

* Adding solution for error repeatedly encountered in forseti setup (#1851)

* Adding solution for error repeatedly encountered in forseti setup

"bash: workon: command not found" and its solution on Linux machine.

* Update setup.md

* Add FAQ for adding documentation (#1863)

* Add FAQ for adding documentation

* tweak

* tweak

* tweak

* tweak

* Add the -r flag for requirements.txt (#1877)

* Add the -r flag for requirements.txt (#1876)

* Add the -r flag for requirements.txt (#1875)

* Noting process for running unit tests in Docker after making changes (#1855)

* Noting process for running unit tests in Docker after making changes

* Updated website with instructions to modify cron job (#1906)

* updated website with instructions to modify cron job

* addressed comment on cron job update

* adjusted line

* adjusted line break

* Forsetisecurity.org Add snapshots to Resource Coverage on website (#1912)

* Add compute snapshots to covered resources

* Fix link for compute engine disks

* Updated documentation that G Suite is optional

* Updated documentation

* recent changes updated (#1933)

* Add entry in FAQ for Terraform deployment (#1939)

* Add entry in FAQ for Terraform deployment

* Fixed typo

* Update deploy-using-terraform.md

* v2.2 website created (#1948)

* Updated website with Slack information and office hours (#1950)

* Updated website with Slack and office hours info

* Updated website with slack info and office hours

* Update upgrade instructions (#1966)

* updates

* git command updated

* updates

* pin sphinx version to 177 (#1987)

* Update rules.md with new BigQuery syntax (#1984)

* Update rules.md with new BigQuery syntax

Partially fix #1937.

* update deprecated notice

* typos corrected (#1988)

* created version v2.3.0

* added sphinx docs

* Fix testing instructions (#1993)

* Fix testing instructions

* Adjust docs to match @blueandgold's suggestion from #1998

* Document the new sequential step-upgrade process. (#2016)

* Document new upgrade process.

* updates

* formated md

* Addressed PR comments

* updates

* updates

* Added compute instance reset step

* addressed PR comments

* fixed broken urls

* Add Documentation to Install and Configure Non-Org Root (#2039)

* add doc for non-org root

* tweak

* tweak

* tweak

* tweak

* tweak

* reorganize doc for clarity

* address comments

* website publish v2.4

* Cloud Asset Inventory documentation (#2054)

* CAI documentation

* updated cai doc page

* addressed comments

* added bucket level role

* documented steps to enable cai while upgrading

* added gcloud command

* fixed quotes around command

* added steps to upgrade from v2.4 to v2.5

* reorganized steps by placing both the gcloud command steps together

* need to add a service account role

* updates

* updates

* updates

* Added lien scanner config update instructions

* travis updates

* updates

* Created v2.5.0.

* forsetisecurity.org dev newsupdates (#2087)

* October 2018 forsetisecurity.org news posts (#2085)

* Cloud Asset Inventory
* Forseti Day '18 London

* Adjust pagination value for news posts (#2086)

* Update 2018-10-08-forseti-cai.md

* Update 2018-10-08-forseti-cai.md

* Updated documentation with location details to create bucket for CAI (#2102)

* doc updated

* updated doc for cai bucket update

* updated bucket location

* Added steps to upgrade from v2.5 to v2.6 (#2112)

* added steps to upgrade from v2.5 to v2.6

* fixed typos

* updated doc with the role

* adjusted line

* added scanner and notifier

* Added 2.0 upgrade instruction (#1769)

* Added 2.0 upgrade instruction

* Addressed PR comment

* Updated broken urls

* Update upgrade.md (#1774)

* Added compute engine disk resource (#1779)

* Update CSCC doc (#1778)

* versioned 2.1

* revert branch to stable

* Updated generated configuration files

* update versioning (#1791)

* Updated app.yaml file

* updates

* updates

* fixed version redirect issues

* Adding information about building the website server locally for development.

* Making a set of small changes pr comments in PR/1804

* Making more changes to website section

* Responding to an additional comment.

* Responding to comments about dep location and ruby virtual environment.

* Update CSCC notifier documentation to list the additional requirements for CSCC (#1808)

* Update doc to list the additional requirements for CSCC

* Update how to enable API

* Responding to comments in PR/1804

* Making an additional round of changes to PR/1804

* Making an additional round of changes to PR/1804

* Fixing typo in documentation

* Fixing typo in org policy permission configuration

* Documenting solution to virtualenv issues on clean Linux install

This took literally hours of searching to figure out, so saving others time.

* Adding some additional clarification to setup process, specifically g… (#1818)

* Adding some additional clarification to setup process, specifically granting ACLs.

* Fixing small typo

* Responding to comment.

* Fix for "mysql_config not found"

Showing how to fix "EnvironmentError: mysql_config not found" when MySQL isn't available due to version/license issues.

* Updated installation instructions to include steps to install server instance only (#1824)

* Updated installation instructions to include steps to install server instance only

* Addressed PR comments

* Executing specific subset of tests (#1852)

Adding some examples for running specific subset of tests.

* Adding solution for error repeatedly encountered in forseti setup (#1851)

* Adding solution for error repeatedly encountered in forseti setup

"bash: workon: command not found" and its solution on Linux machine.

* Update setup.md

* Add the -r flag for requirements.txt (#1876)

* Noting process for running unit tests in Docker after making changes (#1855)

* Noting process for running unit tests in Docker after making changes

* Forsetisecurity.org Add snapshots to Resource Coverage on website (#1912)

* Add compute snapshots to covered resources

* Fix link for compute engine disks

* Updated documentation that G Suite is optional

* Updated documentation

* recent changes updated (#1933)

* v2.2 website created (#1948)

* Update upgrade instructions (#1966)

* updates

* git command updated

* updates

* typos corrected (#1988)

* created version v2.3.0

* added sphinx docs

* Document the new sequential step-upgrade process. (#2016)

* Document new upgrade process.

* updates

* formated md

* Addressed PR comments

* updates

* updates

* Added compute instance reset step

* addressed PR comments

* fixed broken urls

* website publish v2.4

* Cloud Asset Inventory documentation (#2054)

* CAI documentation

* updated cai doc page

* addressed comments

* added bucket level role

* documented steps to enable cai while upgrading

* added gcloud command

* fixed quotes around command

* added steps to upgrade from v2.4 to v2.5

* reorganized steps by placing both the gcloud command steps together

* need to add a service account role

* updates

* updates

* updates

* Added lien scanner config update instructions

* travis updates

* updates

* Created v2.5.0.

* forsetisecurity.org dev newsupdates (#2087)

* October 2018 forsetisecurity.org news posts (#2085)

* Cloud Asset Inventory
* Forseti Day '18 London

* Adjust pagination value for news posts (#2086)

* Update 2018-10-08-forseti-cai.md

* Update 2018-10-08-forseti-cai.md

* Updated documentation with location details to create bucket for CAI (#2102)

* doc updated

* updated doc for cai bucket update

* updated bucket location

* Added steps to upgrade from v2.5 to v2.6 (#2112)

* added steps to upgrade from v2.5 to v2.6

* fixed typos

* updated doc with the role

* adjusted line

* added scanner and notifier

* Add orgpolicy viewer role to latest documentation

* Removed orgpolicy viewer role from 2.4 documentation

* Created version 2.6
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