Install boundary docs enhancements (#5261)

* adds install-boundary/install-clients page

* renames install-boundary/install to deploy, adds workflow notes

* renames install-boundary/deploy, adds redirect for install-boundary/install

* adds TOC for install-boundary section

* Apply suggestions from code review

Co-authored-by: Dan Heath <76443935+Dan-Heath@users.noreply.github.com>

* style fixes

* add next steps

* fixes TF configuration note

* use lowercase for Boundary installer

* removes beta warning and adds a note instead

* Apply suggestions from code review

Co-authored-by: Johan Brandhorst-Satzkorn <johan.brandhorst@gmail.com>

---------

Co-authored-by: Dan Heath <76443935+Dan-Heath@users.noreply.github.com>
Co-authored-by: Johan Brandhorst-Satzkorn <johan.brandhorst@gmail.com>
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@ -339,3 +339,9 @@ This allows you to configure targets within those scopes and manage them.
HashiCorp recommends that you use the [KMS recovery workflow](/boundary/docs/install-boundary/initialize#log-in-with-recovery-kms) to log in to Boundary for the first time.
Refer to [Creating your first login account](/boundary/docs/install-boundary/initialize#create-your-first-login-account) to learn about setting up your first auth method, user, account, and role to log in to Boundary going forward without the recovery KMS workflow.
After configuring the controller, you should:
- [Configure Boundary workers](/boundary/docs/install-boundary/configure-workers)
- [Initialize Boundary](/boundary/docs/install-boundary/initialize)
- [Install the Boundary Clients](/boundary/docs/install-boundary/install-clients)

@ -535,3 +535,8 @@ name, and admin password when prompted.
</Tab>
</Tabs>
After configuring workers, you should:
- [Initialize Boundary](/boundary/docs/install-boundary/initialize)
- [Install the Boundary Clients](/boundary/docs/install-boundary/install-clients)

@ -1,11 +1,16 @@
---
layout: docs
page_title: Install Boundary
page_title: Deploy Boundary
description: >-
Install a self-managed version of Boundary Enterprise or Community Edition on Ubuntu/Debian, CentOS/RHEL, or Amazon Linux using the binary file.
Deploy a self-managed version of Boundary Enterprise or Community Edition on Ubuntu/Debian, CentOS/RHEL, or Amazon Linux by installing the binary file.
---
# Install Boundary
# Deploy Boundary
To deploy a self-managed Boundary environment you should:
1. Deploy and configure Boundary controllers and workers
2. Install end-user clients
This guide outlines the required steps to manually install and configure a
single HashiCorp Boundary cluster as defined in the [Recommended
@ -13,6 +18,8 @@ architecture](/boundary/docs/install-boundary/recommended-architecture) topic.
It assumes you install Boundary on virtual machines (VMs) or bare-metal servers
running a Debian or Red Hat-based Linux distribution.
To learn about installing end-user clients, refer to the [Install Boundary clients](/boundary/docs/install-boundary/install-clients) page.
This document includes general guidance as well as specific recommendations for
popular cloud infrastructure platforms. These recommendations have also been
encoded into official Terraform reference architectures for
@ -27,11 +34,15 @@ In addition to installing the Boundary binary, the official package also
provides a systemd service unit, and a local `boundary` user account under which
the service runs.
<Note>
You must complete the following steps for each Boundary controller and worker
node that you want to deploy. The binary operates as either a worker or
controller, depending on the subsequent configuration that you generate for the
controller, depending on the configuration that you generate for the
Boundary binary.
</Note>
The steps vary by Linux distribution.
Select your distribution of Boundary, and complete the steps to install the
@ -39,6 +50,7 @@ binary:
<Tabs>
<Tab heading="Enterprise">
<Tabs>
<Tab heading="Ubuntu/Debian">
@ -189,4 +201,13 @@ binary:
</Tab>
</Tabs>
</Tab>
</Tabs>
</Tabs>
You should install the binary on the controller and worker instances you configure to run in your Boundary environments.
Next, you should:
- [Configure Boundary controllers](/boundary/docs/install-boundary/configure-controllers)
- [Configure Boundary workers](/boundary/docs/install-boundary/configure-workers)
- [Initialize Boundary](/boundary/docs/install-boundary/initialize)
- [Install the Boundary Clients](/boundary/docs/install-boundary/install-clients)

@ -7,8 +7,22 @@ description: >-
# Overview
This section details installing Boundary in a self-managed environment.
This section details deploying Boundary in a self-managed environment.
You can use the topics in this section to install the Community Edition or the Enterprise version of Boundary.
The section also includes reference architecture, system requirement recommendations, and best practices.
To deploy HCP Boundary instead, refer to the [HCP Boundary Get Started section](/boundary/docs/hcp/get-started/deploy-and-login).
To deploy HCP Boundary instead, refer to the [HCP Boundary Get Started section](/boundary/docs/hcp/get-started/deploy-and-login).
This section outlines the following topics for deploying your self-managed environment:
- Architectural considerations
- [System requirements](/boundary/docs/install-boundary/architecture/system-requirements)
- [Recommended architecture](/boundary/docs/install-boundary/architecture/recommended-architecture)
- [Fault tolerance](/boundary/docs/install-boundary/architecture/fault-tolerance)
- [High availability](/boundary/docs/install-boundary/architecture/high-availability)
- [Deploy Boundary](/boundary/docs/install-boundary/deploy)
- [Configure controllers](/boundary/docs/install-boundary/configure-controllers)
- [Configure workers](/boundary/docs/install-boundary/configure-workers)
- [Initialize Boundary](/boundary/docs/install-boundary/initialize)
- [Install Boundary clients](/boundary/docs/install-boundary/install-clients)
- [Terraform patterns](/boundary/docs/install-boundary/terraform-patterns)

@ -10,6 +10,8 @@ description: >-
This document describes how to access Boundary for the first time and create the necessary resources to log in as a
user.
You can also initialize and manage Boundary using Terraform. Refer to the [Terraform patterns](/boundary/docs/install-boundary/terraform-patterns) page to learn more.
## Requirements
Before you initialize Boundary, you should have [initialized a database](/boundary/docs/install-boundary/configure-controllers#initialize-the-database).
@ -460,3 +462,9 @@ resource "boundary_role" "project_admin" {
boundary authenticate password \
-auth-method-id <auth_method_id>
```
After initializing Boundary, you should:
Next, you should:
- [Install the Boundary Clients](/boundary/docs/install-boundary/install-clients)

@ -0,0 +1,65 @@
---
layout: docs
page_title: Install Boundary clients
description: >-
Install the Boundary CLI, Boundary Desktop Client app, or Boundary installer for Boundary Enterprise or Community Edition on Windows, MacOS, or Linux.
---
# Install Boundary clients
Boundary end users access infrastructure targets using the Boundary Desktop Client app or the Boundary CLI. Enterprise or HCP Boundary users can use transparent sessions to proxy traffic through the Boundary Client Agent <sup>HCP/ENT</sup>.
This guide outlines the required steps to manually install and configure a Boundary client depending on which distribution of Boundary end users access.
To learn about installing the Boundary binary when you deploy Boundary controllers or workers, refer to the [Deploy Boundary](/boundary/docs/install-boundary/deploy) page.
Select your Boundary distribution, and complete the steps to install the
correct clients:
<Tabs>
<Tab heading="Enterprise">
@include 'alerts/enterprise-only.mdx'
<Note>
The Boundary installer includes the Boundary Client Agent, which is a beta feature. For production environments, consider downloading the Boundary binary and Boundary Desktop Client directly from the [Install Boundary](/boundary/install) page.
</Note>
The Boundary installer bundles together the following components:
- Boundary binary (CLI)
- Boundary Desktop Client app
- Boundary Client Agent <sup>HCP/ENT</sup> <sup>BETA</sup>
Download the appropriate Boundary installer for your Windows, MacOS, or Linux environment from the [Install Boundary](/boundary/install#installer) page or the [releases](https://releases.hashicorp.com/boundary-installer) page. You can also download the components individually, but compatibility is not guaranteed. Refer to the [Supported versions policy](/boundary/docs/enterprise/supported-versions#control-plane-and-client-cli-compatibility) to learn more.
<Warning>
Before you launch the Boundary installer, ensure that you have uninstalled all previous versions of the Boundary binary and Boundary Desktop Client app.
</Warning>
To learn more about installing the Boundary CLI and Boundary Desktop Client app, refer to the [Get started with HCP Boundary](/boundary/tutorials/get-started-hcp) tutorials.
</Tab>
<Tab heading="Community Edition">
We recommend the following components for end users:
- Boundary binary (CLI)
- Boundary Desktop Client app
Download these components for your Windows, MacOS, or Linux environment from the [Install Boundary](/boundary/install) page or the [HashiCorp releases](https://releases.hashicorp.com/) page.
<Warning>
Client compatibility is not guaranteed. You should always ensure that your client is compatible with the version of the Boundary control plane you are connecting to. Refer to the [Supported versions policy](/boundary/docs/enterprise/supported-versions#control-plane-and-client-cli-compatibility) to learn more.
</Warning>
To learn more about installing the Boundary CLI and Boundary Desktop Client app, refer to the [Get started with self-managed Boundary](/boundary/tutorials/get-started-community) tutorials.
</Tab>
</Tabs>

@ -108,8 +108,8 @@
]
},
{
"title": "Install Boundary",
"path": "install-boundary/install"
"title": "Deploy Boundary",
"path": "install-boundary/deploy"
},
{
"title": "Configure controllers",
@ -123,6 +123,10 @@
"title": "Initialize Boundary",
"path": "install-boundary/initialize"
},
{
"title": "Install Boundary clients",
"path": "install-boundary/install-clients"
},
{
"title": "Systemd install",
"hidden": true,

@ -93,6 +93,11 @@ module.exports = [
destination: '/boundary/docs/operations/metrics',
permanent: true,
},
{
source: '/boundary/docs/install-boundary/install',
destination: '/boundary/docs/install-boundary/deploy',
permanent: true,
},
{
source: '/boundary/docs/install-boundary/fault-tolerance',
destination: '/boundary/docs/install-boundary/architecture/fault-tolerance',

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