Align docs with the new dashboard UI (Phase 1) (#778)

* bulk text edit to fit new flows

* Updated screenshots, some minor docs fix. (#782)

* Update Settings on site-to-site.mdx

* fix image names and embedded links

* Update high level dia

* general dashboard images and auto-update stucture fix

* remove temp audit file

---------

Co-authored-by: PizzaLovingNerd <cameron@stillhq.io>
This commit is contained in:
Brandon Hopkins
2026-06-10 09:24:36 -07:00
committed by GitHub
co-authored by PizzaLovingNerd
parent 6107943b50
commit 39303d1c48
92 changed files with 98 additions and 94 deletions
@@ -28,7 +28,7 @@ Select your **Microsoft Entra ID** identity provider connector for this integrat
This will open a pop-up window featuring a user-friendly wizard, guiding you through the synchronization process between NetBird and Azure AD.
![NetBird Get Started IdP](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/FkdC8BV.png)
![NetBird Get Started IdP](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/entra-req-permissions.png)
## Prerequisites
@@ -46,7 +46,7 @@ To check your permissions:
* Expand the `Manage` tab and click on `Roles and administrators` in the left menu.
* Look for your username and verify if you're assigned any of the above roles.
![EntraID Roles](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/lDyaAeV.png)
![EntraID Roles](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/roles.png)
If you don't have the required permissions, contact your Azure AD administrator to grant you the appropriate role before proceeding with the NetBird integration.
@@ -61,21 +61,21 @@ A new wizard screen will appear, offering step-by-step instructions for creating
* Redirect Type
* Redirect URI
![NetBird Create Application](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/oI0Pjai.png)
![NetBird Create Application](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/connect-to-entra.png)
For convenience, click on [Azure Active Directory](https://portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/Overview) (step 1). That will open the Azure dashboard. Navigate to `App registrations` in the left menu and then click `+New registration` as indicated below:
![EntraID App Registration](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/Yxxktk6.png)
![EntraID App Registration](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/app-registration.png)
Fill in the required information:
![EntraID Register an App](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/1t8qbfK.png)
![EntraID Register an App](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/register-app.png)
After entering all required information, click the `Register` button at the bottom of the form to finalize the application registration process.
Upon successful registration, you'll be redirected to a confirmation screen similar to the following:
![EntraID App Registered](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/7WYZMW6.png)
![EntraID App Registered](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/netbird-app-azure.png)
Copy and securely store the generated `Application (client) ID` and `Directory (tenant) ID` as you will need them shortly.
@@ -83,23 +83,23 @@ Copy and securely store the generated `Application (client) ID` and `Directory (
On the NetBird dashboard click the `Continue →` button. A new wizard screen will appear, this time, offering step-by-step instructions for setting up API permissions.
![NetBird Add API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/0A98Xm9.png)
![NetBird Add API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/connect-with-entra.png)
Back to Azure, in the `App registrations` screen, click on `Manage` in the left menu to expand it and then click on `API permissions`:
![EntraID API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/V0aRf7f.png)
![EntraID API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/api-permissions-menu.png)
Look for the `+ Add a permission` button, located near the top of the permissions list and click on it.
![EntraID API Permissions Screen](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/Qy9lDMF.png)
![EntraID API Permissions Screen](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/api-permissions-screen.png)
A new pop-up window will appear, asking you to select an API. Click on `Microsoft Graph`.
![EntraID Microsoft Graph](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/tP7WqXO.png)
![EntraID Microsoft Graph](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/request-api-permissions.png)
On the next screen, click on the `Application permissions` button, which will let you select the appropriate permissions for NetBird to function correctly with your Microsoft Entra ID environment.
![EntraID Request API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/zSkSGAm.png)
![EntraID Request API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/application-permissions-graph.png)
To assign user permissions:
@@ -107,17 +107,17 @@ To assign user permissions:
* In the search results, click on the `User` tab to expand it and view the available permissions.
* Click on the checkbox to select and enable the `User.Read.All` permission.
![EntraID UserReadAll](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/KHGbhqe.png)
![EntraID UserReadAll](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/request-api-perms.png)
The `User.Read.All` permission allows NetBird to read the full set of profile properties, group memberships, and reports of the signed-in user and other users in your organization.
Next, repeat the procedure. This time, search for `Group.Read.All` and click on the checkbox to enable it as shown below:
![EntraID GroupReadAll](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/XDl3b7u.png)
![EntraID GroupReadAll](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/select-group-read-all.png)
Once done, click the `Add permissions` button. You will see a few warnings:
![EntraID API Permissions Warnings](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/OGWQWVH.png)
![EntraID API Permissions Warnings](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/needed-netbird-api-perms.png)
Locate the `Grant admin consent for [Your Organization Name]` button (you'll find it next to `+Add a permission` button). Click on it to grant the required permissions.
@@ -125,21 +125,21 @@ A confirmation dialog will appear, asking you to verify this action. Review the
Once finished, the status of the permissions should change to `Granted for [Your Organization Name]`. Verify that all selected permissions now show a green checkmark, indicating they've been successfully granted:
![EntraID API Permissions Granted](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/bHb8HVZ.png)
![EntraID API Permissions Granted](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/netbird-api-perms.png)
## Create a Client Secret for Secure NetBird-Entra ID Authentication
Back to the NetBird dashboard, click the `Continue →` button. A new wizard screen will appear, showing instructions for generating a client secret in Entra ID.
![NetBird Generate Client Secret](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/xvLskEg.png)
![NetBird Generate Client Secret](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/copy-client-secret.png)
On Azure, click on the `Certificates & secrets` button in the left menu to open the management page. Click on `+New client secret` as shown below. Choose an expiration time that suits your security needs and click the `Add` button.
![EntraID Add a Client Secret](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/WIercn5.png)
![EntraID Add a Client Secret](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/add-client-secret.png)
A new client secret will be generated and displayed on the screen. Copy and securely store the `Value` field immediately, as you will needed in the next step.
![EntraID Client Secret Value](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/LimVmGI.png)
![EntraID Client Secret Value](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/certs-secrets.png)
## Enter Application ID and Directory ID in NetBird
@@ -147,7 +147,7 @@ Paste the secret `Value` from the previous step into NetBird and click the `Cont
Paste the values and click the `Continue →` button.
![NetBird Application ID and Directory](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/6yiGCtY.png)
![NetBird Application ID and Directory](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/entra-copy-ids.png)
## Choose Groups to Synchronize from Entra ID
At this stage, NetBird is set to synchronize all groups from your Microsoft Entra ID by default. You have two options:
@@ -155,7 +155,7 @@ At this stage, NetBird is set to synchronize all groups from your Microsoft Entr
* If you want to synchronize all groups, simply click the `Continue →` button.
* To synchronize only specific groups, click the `+ Add group filter` button, which will open a new panel where you can set criteria to include or exclude groups.
![NetBird Group Sync](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/xyLPzxH.png)
![NetBird Group Sync](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/add-group-filter.png)
## Choose Users to Synchronize from Entra ID
After configuring group synchronization, you'll now set up user synchronization. Similar than before, NetBird is configured to synchronize all users from your Microsoft Entra ID by default.
@@ -167,7 +167,7 @@ After configuring group synchronization, you'll now set up user synchronization.
You can modify these synchronization settings later if necessary.
</Note>
![NetBird Users Sync](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/bpwW1Bn.png)
![NetBird Users Sync](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/user-group-filter.png)
After configuring user and group synchronization, the setup wizard will finalize the process and you'll automatically return to the main Identity Provider screen.
@@ -186,7 +186,7 @@ These indicators confirm that:
You can manually trigger a sync or adjust settings by clicking on the Microsoft Entra ID section in the Identity Provider screen
</Note>
![NetBird Identity Provider Synchronized](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/DH5hxFK.png)
![NetBird Identity Provider Synchronized](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/idp-synced.png)
## Verify the Integration
@@ -25,7 +25,7 @@ To get started, navigate to [Integrations](https://app.netbird.io/integrations)
`Identity Provider` integration. Click the `Entra ID (Azure AD)` button. This action will trigger a pop-up window that will
present you with a user-friendly wizard, guiding you through the synchronization process between NetBird and Azure AD.
![NetBird Get Started IdP](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/FkdC8BV.png)
![NetBird Get Started IdP](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/entra-req-permissions.png)
## Prerequisites
@@ -43,7 +43,7 @@ To check your permissions:
* Expand the `Manage` tab and click on `Roles and administrators` in the left menu.
* Look for your username and verify if you're assigned any of the above roles.
![EntraID Roles](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/lDyaAeV.png)
![EntraID Roles](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/roles.png)
If you don't have the required permissions, contact your Azure AD administrator to grant you the appropriate role before proceeding with the NetBird integration.
@@ -58,21 +58,21 @@ A new wizard screen will appear, offering step-by-step instructions for creating
* Redirect Type
* Redirect URI
![NetBird Create Application](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/oI0Pjai.png)
![NetBird Create Application](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/connect-to-entra.png)
For convenience, click on [Azure Active Directory](https://portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/Overview) (step 1). That will open the Azure dashboard. Navigate to `App registrations` in the left menu and then click `+New registration` as indicated below:
![EntraID App Registration](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/Yxxktk6.png)
![EntraID App Registration](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/app-registration.png)
Fill in the required information:
![EntraID Register an App](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/1t8qbfK.png)
![EntraID Register an App](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/register-app.png)
After entering all required information, click the `Register` button at the bottom of the form to finalize the application registration process.
Upon successful registration, you'll be redirected to a confirmation screen similar to the following:
![EntraID App Registered](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/7WYZMW6.png)
![EntraID App Registered](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/netbird-app-azure.png)
Copy and securely store the generated `Application (client) ID` and `Directory (tenant) ID` as you will need them shortly.
@@ -80,23 +80,23 @@ Copy and securely store the generated `Application (client) ID` and `Directory (
On the NetBird dashboard click the `Continue →` button. A new wizard screen will appear, this time, offering step-by-step instructions for setting up API permissions.
![NetBird Add API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/0A98Xm9.png)
![NetBird Add API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/connect-with-entra.png)
Back to Azure, in the `App registrations` screen, click on `Manage` in the left menu to expand it and then click on `API permissions`:
![EntraID API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/V0aRf7f.png)
![EntraID API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/api-permissions-menu.png)
Look for the `+ Add a permission` button, located near the top of the permissions list and click on it.
![EntraID API Permissions Screen](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/Qy9lDMF.png)
![EntraID API Permissions Screen](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/api-permissions-screen.png)
A new pop-up window will appear, asking you to select an API. Click on `Microsoft Graph`.
![EntraID Microsoft Graph](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/tP7WqXO.png)
![EntraID Microsoft Graph](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/request-api-permissions.png)
On the next screen, click on the `Application permissions` button, which will let you select the appropriate permissions for NetBird to function correctly with your Microsoft Entra ID environment.
![EntraID Request API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/zSkSGAm.png)
![EntraID Request API Permissions](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/application-permissions-graph.png)
To assign user permissions:
@@ -104,17 +104,17 @@ To assign user permissions:
* In the search results, click on the `User` tab to expand it and view the available permissions.
* Click on the checkbox to select and enable the `User.Read.All` permission.
![EntraID UserReadAll](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/KHGbhqe.png)
![EntraID UserReadAll](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/request-api-perms.png)
The `User.Read.All` permission allows NetBird to read the full set of profile properties, group memberships, and reports of the signed-in user and other users in your organization.
Next, repeat the procedure. This time, search for `Group.Read.All` and click on the checkbox to enable it as shown below:
![EntraID GroupReadAll](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/XDl3b7u.png)
![EntraID GroupReadAll](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/select-group-read-all.png)
Once done, click the `Add permissions` button. You will see a few warnings:
![EntraID API Permissions Warnings](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/OGWQWVH.png)
![EntraID API Permissions Warnings](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/needed-netbird-api-perms.png)
Locate the `Grant admin consent for [Your Organization Name]` button (you’ll find it next to `+Add a permission` button). Click on it to grant the required permissions.
@@ -122,21 +122,21 @@ A confirmation dialog will appear, asking you to verify this action. Review the
Once finished, the status of the permissions should change to `Granted for [Your Organization Name]`. Verify that all selected permissions now show a green checkmark, indicating they've been successfully granted:
![EntraID API Permissions Granted](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/bHb8HVZ.png)
![EntraID API Permissions Granted](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/netbird-api-perms.png)
## Create a Client Secret for Secure NetBird-Entra ID Authentication
Back to the NetBird dashboard, click the `Continue →` button. A new wizard screen will appear, showing instructions for generating a client secret in Entra ID.
![NetBird Generate Client Secret](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/xvLskEg.png)
![NetBird Generate Client Secret](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/copy-client-secret.png)
On Azure, click on the `Certificates & secrets` button in the left menu to open the management page. Click on `+New client secret` as shown below. Choose an expiration time that suits your security needs and click the `Add` button.
![EntraID Add a Client Secret](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/WIercn5.png)
![EntraID Add a Client Secret](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/add-client-secret.png)
A new client secret will be generated and displayed on the screen. Copy and securely store the `Value` field immediately, as you will needed in the next step.
![EntraID Client Secret Value](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/LimVmGI.png)
![EntraID Client Secret Value](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/certs-secrets.png)
## Enter Application ID and Directory ID in NetBird
@@ -144,7 +144,7 @@ Paste the secret `Value` from the previous step into NetBird and click the `Cont
Paste the values and click the `Continue →` button.
![NetBird Application ID and Directory](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/6yiGCtY.png)
![NetBird Application ID and Directory](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/entra-copy-ids.png)
## Choose Groups to Synchronize from Entra ID
At this stage, NetBird is set to synchronize all groups from your Microsoft Entra ID by default. You have two options:
@@ -152,7 +152,7 @@ At this stage, NetBird is set to synchronize all groups from your Microsoft Entr
* If you want to synchronize all groups, simply click the `Continue →` button.
* To synchronize only specific groups, click the `+ Add group filter` button, which will open a new panel where you can set criteria to include or exclude groups.
![NetBird Group Sync](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/xyLPzxH.png)
![NetBird Group Sync](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/add-group-filter.png)
## Choose Users to Synchronize from Entra ID
After configuring group synchronization, you'll now set up user synchronization. Similar than before, NetBird is configured to synchronize all users from your Microsoft Entra ID by default.
@@ -164,7 +164,7 @@ After configuring group synchronization, you'll now set up user synchronization.
You can modify these synchronization settings later if necessary.
</Note>
![NetBird Users Sync](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/bpwW1Bn.png)
![NetBird Users Sync](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/user-group-filter.png)
After configuring user and group synchronization, the setup wizard will finalize the process and you'll automatically return to the main Identity Provider screen.
@@ -183,7 +183,7 @@ These indicators confirm that:
You can manually trigger a sync or adjust settings by clicking on the Microsoft Entra ID section in the Identity Provider screen
</Note>
![NetBird Identity Provider Synchronized](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/DH5hxFK.png)
![NetBird Identity Provider Synchronized](/docs-static/img/manage/team/idp-sync/microsoft-entra-id-sync/idp-synced.png)
## Verify the Integration