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Jack Carterandriccardom 4a9435e701 docs: group MDM policy keys by job and split delivery into per-platform pages (#1020)
* docs: document the MDM keys added since the page was written, and iOS

The reference table listed 18 of the 23 keys the client recognises, and
claimed a count of 16. Six keys were missing from every downloadable
template as well, including lazyConnection, which the page already
documented:

- lazyConnection, disableAdvancedView, enableLocalMetrics,
  localMetricsAddress, allowRemoteJobs and debugBundleUploadURL are now
  in the reference table and in netbird.admx/.adml, io.netbird.client.plist,
  netbird-macos.mobileconfig, netbird-macos.sh and netbird-policy.reg.
- Notes call out the two pairs that read as related but are not:
  disableMetricsCollection (anonymous telemetry) versus
  enableLocalMetrics (the client's own Prometheus endpoint), and
  disableAdvancedView being UI-only, so unlike its neighbours it never
  causes a request to be rejected.

iOS and tvOS now have a section of their own. The channel is Apple's
Managed App Configuration against bundle id io.netbird.app
(io.netbird.app.tv on tvOS), with a new netbird-ios-appconfig.plist
template and per-provider instructions. The section states what the
policy reaches today: the app locks its interface and refuses
configuration changes, while the tunnel engine runs in a Network
Extension that does not receive the app configuration, so keys the
engine applies to the connection are not enforced there yet.

Two template defects found on the way:

- netbird-macos.mobileconfig was not well-formed XML. Its header
  comment contained a double hyphen, which XML forbids inside a
  comment, so plutil -lint and any strict parser rejected the file an
  admin downloaded.
- netbird-policy.reg had one LF-terminated line among CRLF ones;
  normalised, with the UTF-16LE encoding reg import requires preserved.

Verified with npm run build and npm run lint:mdx, plus XML well-formedness
on all five XML templates, bash -n on the shell template, and a
cross-reference check that every string and presentation the ADMX
references is defined in the ADML.

* docs: iOS enforces every key; document when a change reaches the tunnel

The iOS section was written while the policy stopped at the app: the
network extension that runs the engine has its own preferences domain,
and Apple's app-configuration channel does not deliver there. The app
now mirrors the configuration into the shared App Group and tells the
extension when it changes, so the keys the engine applies to the
connection are enforced too.

What replaces the old warning is a timing caveat, which is what an admin
actually needs in order to plan a rollout. The hand-off happens only
while the app is running: in the foreground a change reaches the tunnel
within about 30 seconds or immediately on activation, but iOS suspends a
backgrounded app, so a policy pushed — or withdrawn — in that window
applies the next time the app is opened. A tunnel brought up by VPN On
Demand or the widget therefore runs on the last policy the app saw.

tvOS keeps the old behaviour and now says so: the hand-off needs a shared
app group, which does not work between the tvOS app and its extension, so
only the interface is enforced there.

Also corrected: blockInbound, wireguardPort and lazyConnection are no
longer listed as having no effect but as having no control to lock, and
debugBundleUploadURL moves out of the ignored list, since the engine
applies it when a remote job produces a bundle. The app-config template
carries the same three keys and the same timing note.

* docs: list allowRemoteJobs among the keys iOS enforces without a control

The key is enforced on iOS like the other engine-applied ones: a peer
whose policy withholds it refuses management-requested jobs. What is not
there yet is the lock on the Troubleshoot toggle, which arrives with the
iOS client PR that introduces that toggle — so promising it in the table
of what the user sees would describe a screen that does not exist.

Moved to the group of keys the engine applies with nothing on screen to
mark, next to blockInbound, wireguardPort, lazyConnection and
debugBundleUploadURL. It moves back to the table once the toggle ships.

* docs: sign macOS profiles with CMS, and scope the iOS claims properly

Three review findings, all correct.

`productsign` signs installer packages, not configuration profiles, and
an Apple Developer ID certificate cannot sign a profile at all — Apple's
own guidance is that a `.mobileconfig` is a CMS signed-data message. The
instruction predates this branch but the commit that fixed the malformed
XML comment rewrote it, so it is fixed here rather than carried forward.
It was also misleading in a second way: a profile delivered through an
MDM is signed by the MDM channel, so a managed rollout has nothing to
sign by hand. The step now says that, and gives `security cms -S` for the
case where the profile is handed out some other way.

"Every key is enforced on iOS" contradicted the list of
platform-inapplicable keys three paragraphs below it; it now reads "every
key that applies to the platform", and points at that list.

The engine-applied group — blockInbound, wireguardPort, lazyConnection,
allowRemoteJobs, debugBundleUploadURL — was stated without qualification
under a table headed "iOS / tvOS", while the warning just above says the
tvOS engine never receives the policy. Marked as iOS, with the tvOS case
pointed back at that warning.

* docs: group MDM policy keys by job and split delivery into per-platform pages

Rewrite /client/mdm-integration as the concept page and key reference:
a running example (a three-key baseline), the "pinned switches" model
(present means pinned, even as false), and the 23 keys grouped by the
job they do, each with its own anchor and the mistake it invites.

Correct claims that disagree with the client source (v0.80.0):
- disableClientRoutes stops the device using routes (resources, exit
  nodes); it was described as not routing for others
- blockInbound also stops the SSH server and routing; not a kill switch
- since v0.75.0 the app hides managed settings, no "(MDM)" tag
- a policy change restarts the connection
- splitTunnel* have no effect today (Android has no MDM channel yet)
- managementURL pins the server, not the account, on NetBird Cloud
- the pre-shared key is readable by local users on Windows and macOS

Move Windows, macOS and iOS delivery into their own pages under
MDM Deployment, add them to the nav, and point inbound links at the
new per-key anchors.

* docs: fix MDM accuracy points found in review

- integer booleans are ignored on macOS (plist decodes as uint64); say so
- disableAutostart and disableAdvancedView lock nothing; qualify the lock claim
- managementURL: drop the disableProfiles advice, no key pins the account
- drop the unverifiable restart duration and a disableAdvancedView claim
- macOS page: fix 'never write the file' vs the shell-script channel
- Windows page: warn that the sample .reg pins every key
- tighten wording

* docs: say what disableAdvancedView hides (Peers and Resources tabs)

* docs: make clear disableNetworks removes the choice, not the networks

* docs: add recommended MDM policies by device role

* docs: lazyConnection follows the account setting, on by default since v0.74.0

* docs: drop the open-an-issue line from MDM troubleshooting

* docs: make remote jobs optional for every device role

* docs: make disableNetworks and disableAdvancedView optional for laptops

* docs: rename Recap to TL;DR on the MDM pages

* docs: TL;DR on the main MDM page only, drop the lead-in

* docs: list MDM Integration first under MDM Deployment in the nav

* docs: second review pass on the MDM pages

- macOS integer booleans are locked as well as unapplied; say so
- the lock-nothing keys are not desktop-only (disableAdvancedView on iOS)
- drop Linux from disableAutostart (no MDM channel there)
- blockInbound: drop the redundant routed-network clause
- encryption intro: Rosenpass permissive does not need to match
- troubleshooting: check macOS boolean types, no warning is logged
- wording fixes

* docs: correct MDM timing and CLI claims from a macOS lab run (v0.80.0)

- netbird debug config reads the policy file on each call; the daemon
  applies a change at its next reload and logs 'MDM policy changed'
- netbird up --flag on a connected client ignores its flags; the
  rejection examples now say login --flag or up on a disconnected client
- settings-field locks apply immediately; the disableUpdateSettings,
  disableProfiles and disableNetworks gates apply at the next reload
- the restart on a policy change takes a second or two

* docs: MDM results from the Windows and macOS profile labs (v0.80.0)

- netbird logout works under every key and deregisters the peer; with
  managementURL, disableProfiles and disableUpdateSettings pinned, logout
  plus up --setup-key moves a device to another account on the same URL
- a profile-installed macOS policy file is a binary plist, root:wheel 644
- a REG_BINARY (or other unread type) value is not listed as managed
- the policy key inherits Authenticated Users read access

* docs: tighten four MDM statements to what the labs and source show

- no key blocks netbird logout of the active profile (source: only a
  non-active profile logout is gated, by disableProfiles)
- the engine-restart log line appears only while the client is connected
- macOS: binary plist is what a configuration profile produces; the shell
  script writes the same owner and mode
- Windows: the observed fact is that the NetBird key inherits Authenticated
  Users read access, not a statement about the parent key

* docs: address CodeRabbit review on the MDM delivery pages

- iOS: the app must be managed by the MDM, not necessarily installed by
  it (Apple supports taking over a user-installed app); same in the
  iOS app-config template
- macOS: Jamf's Application & Custom Settings takes the bare plist, so
  point Jamf at io.netbird.client.plist (and note the signed .mobileconfig
  upload route); JumpCloud's MDM Custom Configuration Profile takes a
  .mobileconfig per JumpCloud's docs, so drop the bare-plist claim and
  its troubleshooting entry
- Windows: ADMXInstall only ingests the template; values are set through
  Policy/Config/NetBird~Policy~NetBird/<PolicyName>; drop the
  unverified Registry CSP path

* docs: address CodeRabbit's second review of the MDM templates

- netbird-macos.sh: managementURL, allowServerSSH and wireguardPort now
  default to $NULL like every other key; the old defaults pinned them
  (allowServerSSH=true pinned the SSH server allowed) on any run that
  did not edit those lines
- drop the claim that disableMetricsCollection governs anonymous usage
  telemetry from the mobileconfig, the bare plist, the script and the
  ADML help text; the client recognizes the key but nothing reads it

* docs: correct the Mosyle path for the macOS MDM profile

Mosyle takes the .mobileconfig under Management > Management Profiles >
Certificates / Custom Profiles; there is no Custom Settings option with a
preference domain (per Orb and SI Prep deployment guides; Mosyle's own
docs need a login). Drop Mosyle from the bare-plist template header, and
align the mobileconfig header with the Jamf advice on the page.

* docs: drop the profiles-command install tip from the macOS template

macOS 11 and later cannot install configuration profiles with the
profiles command (man profiles, profiles tool 8.0+); point local testing
at a double-click and System Settings > General > Device Management, the
path the lab used.

* docs: make the Windows MDM page Intune-first, with a registry reference section

The page now leads with the Intune workflow: import the NetBird ADMX/ADML
once, create an Imported Administrative templates profile, assign it to a
device group, sync and verify, then the OMA-URI fallback and Intune
troubleshooting. Group Policy, .reg files, JumpCloud and the value-type
table move to a Registry reference section with its own troubleshooting.

New, from Microsoft Learn (Import custom ADMX templates): the current
portal paths, en-us ADML only, and that re-importing an updated template
fails until the profiles and the old template are deleted. netbird.admx
has no namespace dependencies and no combo boxes, so it imports alone.

The Intune install page stays separate; both pages now link to each
other. Main-page links follow the renamed anchors (#value-types,
#intune-troubleshooting).

* docs: move the enforce-settings link to the end of the Intune deploy page

* docs: group the Windows page's Intune steps under one heading

Mirrors the Registry reference section, so the page's table of contents
shows the Intune/registry split. Heading texts and anchors are unchanged.

* docs: rename the first MDM key group to Set the server and startup

The old heading named only managementURL; the group also holds
disableAutoConnect and disableAutostart.

* docs: add a use case to the Lock the client app section

What a developer on a locked Acme laptop sees (app tabs, the two CLI
errors, what still works), plus the finance team's disableNetworks and
Auto Apply exit node variant. Every behaviour is from the macOS and
Windows labs (v0.80.0).

* docs: replace the Lock the client app use case with a plain goals table

Goal, setting, and what users can still do, written for a junior admin.
disableProfiles row says plainly that signing out and into another
account still works (Windows lab W12).

* docs: OMA-URI payloads: <disabled/> pins an on/off setting off

The ADMX's on/off policies write enabledValue 1 and disabledValue 0, so
<enabled/> can only pin a setting on; document <disabled/> for off, the
String data type, and that un-pinning means Not configured (check the
device with reg query, since removing an OMA-URI may not clear it).

* docs: add What you can achieve tables to every MDM key section

Same goal / setting / what-to-know format as Lock the client app, for
server and startup, device exposure, encryption, support and monitoring,
and connection tuning; Lock's table now names values too. Every line
restates a claim already verified in the labs or source.

* docs: reorder the MDM page: goals first, key reference after

- What you can achieve (the six goal tables) comes first, then
  Recommended policies, How the client applies a policy, and the Policy
  keys reference; goal-table keys link down to their reference entries
- reference groups get noun names (Server and startup keys, ...) so no
  two headings share an anchor
- the Acme running example is gone; its three keys become The laptop
  baseline under Recommended policies, which the Windows, macOS and iOS
  pages now link to as their example
- a one-line pin rule opens the goals, since the explanation now follows

* docs: laptop baseline goes to the user-devices group, not just laptops

* docs: rename the laptop baseline to the user device baseline

It applies to every user device (and the iOS page uses it), so the
Recommended policies column becomes User devices, the anchor becomes
#the-user-device-baseline, and the three platform pages follow.

---------

Co-authored-by: riccardom <riccardomanfrin@gmail.com>
2026-10-06 17:41:42 +02:00
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