Fleet Premium to sandbox

[zayhanlon]

As a solutions architect or account executive at Fleet, I want prospective customers to be able to test all premium functionality as part of their POC process without having to spend the time/effort on both Fleet and the customers side to stand up an on-prem trial.

As a prospective customer of Fleet, I want to test all available functionality before making a decision on what to purchase.

As a Fleet free customer, I want to see what functions are available that I don't have access to, in case we have a use for it in the future.

Scope: Adding Fleet Premium to sandbox - what are the options?

• Can we turn on just vuln management scoring?
• Can we show features in grayed out in the UI? So they don’t need to function, but it shows that we have extra features available with a ‘Fleet Premium’ badge
• CTA to contact sales to learn more

To test when merging feature branch into main

[lucasmrod]

Reminder: We need to solve the issue of fleetd installer pre-generation.

Each team has its own enroll secret. To add hosts to a team, Fleet (non-sandbox version) provides instructions on how to generate an installer with the team's enroll secret fleetctl package [...] --enroll-secret=<TEAM_ENROLL_SECRET> [...]. For sandbox we decided to pre-generate these installers to improve UX (otherwise to generate installers for their hosts the users need a console with docker installed, fleetctl installed, etc.). Given that sandbox currently uses Fleet Free, we just need one installer pre-generated (and the enroll secret can be generated during provisioning too).

The issue is that teams are created by users in Fleet after sandbox provision (and thus their enroll secret is also created after sandbox provisioning). So we cannot pre-generate installers for the teams.

Solutions/Workarounds: A. (Unlike for All teams) Do not pre-generate installers for teams (the user needs to use fleetctl package command). Level of effort: low, UX: not optimal. B. Implement the original plan of limiting number of teams that the user can create, and therefore have a pre-generated pool of installers (before we decided to use Fleet Free on sandbox to reduce scope of first iteration of sandbox). Guesstimate for the backend dev work for this is: 5 points. (And we also need to coordinate changes with infrastructure team to make use of the new configs and pre-generate more than one installer).

[zayhanlon]

Notes from discussion with Mo: If the goal is to show FULL premium functionality, teams and vuln scoring won't solve for that. Fleet managed cloud limited X day instance with ~20 hosts may be the better way to go.

Easiest way to scale this down and deliver value of showing sandbox users as many features as possible is: -vuln scoring with a badge/CTA that highlights its a premium feature, contact sales (does need to function) -teams in the top left corner with a drop down that highlights its a premium feature, contact sales (doesn't need to function)

[zayhanlon]

Notes from discussion with Mo: If the goal is to show FULL premium functionality, teams and vuln scoring won't solve for that. Fleet managed cloud limited X day instance with ~20 hosts may be the better way to go.

Easiest way to scale this down and deliver value of showing sandbox users as many features as possible is: -vuln scoring with a badge/CTA that highlights its a premium feature, contact sales (does need to function) -teams in the top left corner with a drop down that highlights its a premium feature, contact sales (doesn't need to function)

[zayhanlon]

Create license key and have Zach Win upgrade my test instance to Premium

[zayhanlon]

Notes from test with @zwinnerman-fleetdm

• Adding a license key to a sandbox instance activates premium features
• Need to UI lock down the ability to create teams in 'All teams' dropdown and in Settings > Teams > Create team!
• This changes the sandbox installer to the premium method of installing, which we need to revert back

Want to revert to this for all places where you can 'Add host', currently the container that says 'Welcome to Fleet' on the home page with 'Add host' is the only place that works how we want it to for sandbox

[zayhanlon]

https://www.figma.com/file/hdALBDsrti77QuDNSzLdkx/%F0%9F%9A%A7-Fleet-EE-(dev-ready%2C-scratchpad)?node-id=12681%3A330144&t=iidaYCcYK3OrzqyW-0

[zayhanlon]

Wont complete in this sprint so this should have PR's in a separate branch

[fleet-release]

Fleet Premium blooms, In the cloud, a trial grows, Empower users.

[fleet-release]

Sandbox reveals all, Fleet Premium in plain sight, Informed choice ensured.