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79fc8541ed |
docs: update template creation docs for template builder (#26993)
## Summary
Update documentation across 9 files to present the template builder as
the primary template creation method, replacing the old starter
templates flow as the default entry point.
The template builder is a guided wizard that lets admins select base
infrastructure, add registry modules, configure variables, and produce
validated Terraform without writing HCL.
## Changes
**Primary docs (significant rewrites):**
- `docs/admin/templates/creating-templates.md`: Added "Using the
template builder" as the first section with full 5-step wizard
documentation, screenshots, airgap/registry notes, and alternative
creation links. Moved CLI starter template flow to its own section.
Fixed "You can the" typo.
- `docs/get-started/index.md`: Rewrote Steps 4-6 to use the builder with
the Docker base template instead of the Coder Quickstart (which is not a
builder base template). Generalized workspace parameter instructions.
- `docs/start/first-template.md`: Rewrote to use the builder. Removed
old starter templates references, TODO notes, typo, and commented-out
sections.
**Secondary docs (targeted edits):**
- `docs/admin/templates/index.md`: Replaced starter templates section
with builder-first "Create a template" section.
- `docs/admin/templates/managing-templates/index.md`: Renamed "Starter
templates" to "Creating templates" pointing to the builder.
- `docs/install/airgap.md`: Added "Template builder" section documenting
`CODER_DISABLE_TEMPLATE_BUILDER` and
`CODER_TEMPLATE_BUILDER_REGISTRY_URL`.
- `docs/tutorials/template-from-scratch.md`: Added TIP callout
recommending the builder. Fixed `coder templates create` -> `coder
templates push` inconsistency.
- `docs/admin/integrations/devcontainers/envbuilder/add-envbuilder.md`:
Updated Dashboard tab to reference the builder and "Upload an existing
template" alternative.
- `docs/about/screenshots.md`: Updated caption and image reference for
template builder.
**Screenshots added:**
- `templatebuilder_01_bases.png` (base selection step)
- `templatebuilder_02_modules.png` (module selection step)
- `templatebuilder_03_module_customization.png` (module settings step)
- `templatebuilder_04_customizations.png` (template customizations step)
<details>
<summary>Implementation plan</summary>
# Plan: Update docs/ for Template Builder Launch
## Summary
The Template Builder is a new guided wizard at `/templates/new/builder`
that lets admins create templates by selecting a base infrastructure
template, composing it with registry modules, configuring variables, and
producing a validated Terraform bundle without writing HCL. The docs
need to be updated to present this as the primary/recommended template
creation path, while preserving the existing paths (upload, CLI,
duplicate) as alternatives.
## Key behavioral facts from the code
- **Route**: `/templates/new/builder` (new), `/templates/new` (old,
still exists)
- **Entry point**: The "New Template" button on the Templates page links
to `/templates/new/builder` when the builder is enabled; otherwise falls
back to `/starter-templates`
- **5-step wizard**:
1. **Select base infrastructure** (e.g., Docker, AWS EC2, Kubernetes)
2. **Base template parameters** (optional, skipped if base has none)
3. **Select modules** (IDE, AI Agent, Source Control, etc.;
multi-select, grouped by category)
4. **Module settings** (optional, skipped if no configurable variables)
5. **Template customizations** (name, display name, description, icon,
organization)
- **Alternative creation links** are shown on step 1: "Start from
scratch", "Upload an existing template", "Browse community templates",
"Use template agent skill"
- **Disabled via**: `CODER_DISABLE_TEMPLATE_BUILDER` env var /
`--disable-template-builder` flag. When disabled, redirects to old
`/templates/new` flow
- **Registry URL override**: `CODER_TEMPLATE_BUILDER_REGISTRY_URL`
(default: `registry.coder.com`)
- **Requires outbound access** to `registry.coder.com` for `terraform
init` at compose time
- **Modules are bundled** with the Coder release binary; the builder
does not fetch metadata from the registry at runtime
- **Sensitive variables** (secrets) are not collected by the builder;
they are deferred to workspace creation time
- **Module conflicts** show a warning but do not block creation
- **One-way**: No re-entry into the builder for existing templates; edit
HCL directly after creation
## Files to update
### Tier 1: Primary creation flow docs (significant rewrites)
#### 1. `docs/admin/templates/creating-templates.md`
**Current state**: Documents three creation paths: "From a starter
template" (primary), "From an existing template", "From scratch
(advanced)".
**Changes**:
- Add a new section **"Using the template builder"** as the first and
primary section (before "From a starter template").
- Describe the 5-step wizard flow: select base infrastructure, configure
base parameters, select modules, configure module settings, set template
customizations.
- Mention that the builder is enabled by default and requires outbound
access to `registry.coder.com`.
- Note that sensitive variables are collected from developers at
workspace creation, not during template building.
- Add a callout about disabling the builder for airgapped deployments
(`CODER_DISABLE_TEMPLATE_BUILDER`).
- Note the `CODER_TEMPLATE_BUILDER_REGISTRY_URL` option for self-hosted
registry mirrors.
- Keep existing "From a starter template", "From an existing template",
and "From scratch" sections largely intact, but reframe them as
alternative paths.
- Update the "From a starter template" Web UI instructions to note the
new entry point routing (the "New Template" button now goes to the
builder when enabled).
- Fix existing typo: "You can the [Coder CLI]" should be "You can use
the [Coder CLI]".
#### 2. `docs/start/first-template.md`
**Current state**: Beginner tutorial walking through creating a template
from the Docker starter template via the old flow. Has a typo (`s` at
end of line 32), commented-out workspace creation section, and TODO
notes.
**Changes**:
- Rewrite steps 2 and 3 to use the Template Builder as the primary path.
- Step 2: Navigate to **Templates**, select **New Template**, which
opens the Template Builder.
- Step 3: Walk through the builder wizard steps (select Docker base,
optionally select modules like code-server, configure template
name/description, create).
- Remove the typo on line 32 (`s`).
- Keep the "Modify your template" section (step 6) intact since it
covers post-creation editing which is unchanged.
- Remove or update the reference to "Starter Templates" as a separate
page since the builder subsumes that entry point.
#### 3. `docs/get-started/index.md`
**Current state**: Quickstart guide. Step 4 says "Select **Templates** →
**New Template**" then pick "Coder Quickstart" from starter templates.
**Changes**:
- Update Step 4 to describe using the Template Builder.
- The flow becomes: Select **Templates** → **New Template** → builder
opens → select **Coder Quickstart** as the base template → optionally
add modules → set name/description → **Create Template**.
- Update the "What just happened?" explanation to mention the builder
composed and validated the Terraform.
- Screenshot reference `create-quickstart-template.png` will need a new
screenshot (note this in the PR; screenshots are out of scope for this
change but should be flagged).
### Tier 2: Secondary references (targeted edits)
#### 4. `docs/admin/templates/index.md`
**Current state**: Overview page mentioning starter templates as the
primary creation path.
**Changes**:
- Update the "Starter templates" section to mention the Template Builder
as the recommended way to create templates, with starter templates
serving as base templates within the builder.
- Update the link to point to the builder section: `[Create a template
with the template
builder](./creating-templates.md#using-the-template-builder)`.
- Update the screenshot reference and caption. The "Starter Templates"
page screenshot may no longer be the first thing admins see.
#### 5. `docs/admin/templates/managing-templates/index.md`
**Current state**: Documents starter templates, editing, updating,
deleting.
**Changes**:
- Update the "Starter templates" section to mention the Template Builder
as the primary creation path, with starter templates available as base
templates within it.
- Update the image reference from `starter-templates.png` if it shows
the old flow.
#### 6. `docs/tutorials/template-from-scratch.md`
**Current state**: Detailed tutorial for writing a template from scratch
with Terraform.
**Changes**:
- Add a brief note at the top recommending the Template Builder for
users who want to create templates without writing Terraform, with a
link to
`docs/admin/templates/creating-templates.md#using-the-template-builder`.
- In section "7. Create the template in Coder" → "Dashboard" tab, update
the UI steps. The "Upload template" option is now accessed via the old
creation flow at `/templates/new` (or through the "Upload an existing
template" link in the builder's alternatives).
- Fix the inconsistency where text says `coder templates create` but the
code block uses `coder templates push`.
#### 7.
`docs/admin/integrations/devcontainers/envbuilder/add-envbuilder.md`
**Current state**: Documents creating envbuilder templates via
Dashboard, CLI, and Registry tabs.
**Changes**:
- In the Dashboard tab, update the instructions. The "Create Template"
button now opens the builder by default. Users need to use the "Upload
an existing template" alternative link or navigate to `/templates/new`
directly.
- Update "From scratch" reference since that option is now an
alternative link in the builder.
- The CLI and Registry tabs remain unchanged.
#### 8. `docs/install/airgap.md`
**Current state**: Documents air-gapped installations. No mention of
Template Builder.
**Changes**:
- Add a note in the relevant section about the Template Builder
requiring outbound access to `registry.coder.com`.
- Document `CODER_DISABLE_TEMPLATE_BUILDER` for fully air-gapped
deployments.
- Document `CODER_TEMPLATE_BUILDER_REGISTRY_URL` for deployments using a
self-hosted registry mirror.
#### 9. `docs/about/screenshots.md`
**Current state**: Contains a caption "Template administrators can
either create a new Template from scratch or choose a Starter Template".
**Changes**:
- Update the caption to mention the Template Builder as the primary
creation method.
- Screenshot reference may need updating (flag for new screenshot).
### Tier 3: Minor/link-only updates
#### 10. `docs/admin/users/organizations.md`
- If it references the old "Create Template" screen with an org picker,
add a note that the Template Builder also includes organization
selection in its final step.
#### 11. `docs/ai-coder/tasks.md`
- If it mentions creating templates, add a passing reference to the
Template Builder as an option.
## Files NOT to update
- `docs/reference/api/templatebuilder.md`: Auto-generated API reference.
Already correct.
- `docs/reference/api/schemas.md`: Auto-generated. Already correct.
- `docs/reference/cli/server.md`: Auto-generated. Already has
`--disable-template-builder` and `--template-builder-registry-url`.
- `docs/reference/cli/templates_create.md`: Already deprecated.
- `docs/reference/cli/templates.md`: No changes needed.
## Implementation order
1. `docs/admin/templates/creating-templates.md` (primary creation docs,
most content)
2. `docs/get-started/index.md` (quickstart)
3. `docs/start/first-template.md` (beginner tutorial)
4. `docs/admin/templates/index.md` (overview)
5. `docs/admin/templates/managing-templates/index.md` (managing
overview)
6. `docs/install/airgap.md` (airgap note)
7. `docs/tutorials/template-from-scratch.md` (from-scratch tutorial)
8. `docs/admin/integrations/devcontainers/envbuilder/add-envbuilder.md`
(envbuilder)
9. `docs/about/screenshots.md` (screenshot captions)
10. Minor link/reference updates in tier 3 files
## Style notes
- Follow the Diataxis framework; keep tutorials as tutorials, reference
as reference.
- Use present tense, active voice, second person.
- Bold for UI elements: **Templates**, **New Template**, **Create
Template**.
- No emdash/endash.
- Do not add screenshots; flag where new screenshots are needed as
comments/TODOs.
- Run `make fmt/markdown` and `make lint/markdown` after all changes.
- Verify all pages are already in `docs/manifest.json` (no new pages
being added, only existing pages being updated).
</details>
> 🤖 Generated by Coder Agents
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e458692cb8 |
refactor(docs): convert absolute coder/coder blob/tree/main links to relative (DOCS-351) (#26341)
Closes [DOCS-351](https://linear.app/codercom/issue/DOCS-351). > [!WARNING] > **DO NOT MERGE** until [DOCS-349](https://linear.app/codercom/issue/DOCS-349) ([coder.com#877](https://github.com/coder/coder.com/pull/877)) has shipped to production and baked for at least one Vercel cycle. > > Without DOCS-349, the relative links in this PR resolve to broken docs-route URLs (`/docs/helm/coder/values.yaml` -> 404) instead of GitHub URLs tagged with the displayed docs version. DOCS-349 fixes the rewriter to classify these as GitHub blob/tree URLs with the page's resolved ref. ## TL;DR Converts 121 absolute `https://github.com/coder/coder/(blob|tree)/main/<path>` links across 39 docs markdown files to relative paths. After this lands AND DOCS-349 deploys, every one of these links will follow the displayed docs version (mainline tag on bare URLs, explicit tag on `/@vX.Y.Z/`, `main` on `/@main/`) instead of always pointing to `main`. ## Why Today a reader on `/docs/@v2.30.0/install/docker` follows a `compose.yaml` link and arrives at `main`'s `compose.yaml`, which doesn't necessarily match what the docs page describes. Helm values, Terraform templates, and source-code references in particular drift across versions. The fix is to let the coder.com rewriter substitute the page's resolved ref into the URL; that only works on relative links. ## Example payoff (post-DOCS-349) | URL | Today (absolute, always `main`) | After (relative + rewriter) | |---|---|---| | `/docs/install/docker` | `https://github.com/coder/coder/blob/main/compose.yaml` | `https://github.com/coder/coder/blob/v2.34.1/compose.yaml` (today's mainline) | | `/docs/@v2.30.0/install/docker` | same as above | `https://github.com/coder/coder/blob/v2.30.0/compose.yaml` | | `/docs/@main/install/docker` | same as above | `https://github.com/coder/coder/blob/main/compose.yaml` | ## Scope - **121 conversions** across **39 files**. - Verb breakdown: `tree/main` (directories) and `blob/main` (files), both flipped to relative paths. - Line anchors (`#L23-L24`) and query strings preserved verbatim. - Conversion is mechanical: relative path computed from the doc file's directory to the target via `os.path.relpath`. Any path starting at the same directory or below gets a `./` prefix; otherwise `../` chains. ## Rebased on main The branch was rebased onto `main` after the DOCS-350 hotfix ([#26339](https://github.com/coder/coder/pull/26339)) merged. The hotfix repointed 3 `docs-backend-contrib-guide` refs in `backend.md` to `main`, which then needed the same `main` -> relative conversion this PR is doing for the other 121 links. The conflict was resolved by reapplying the mechanical conversion to `backend.md` after taking the hotfix's content. Net result: those 3 links land here as relative, same as everything else. New HEAD `3f501cb622`. ## Inline fix folded in: dead `nix` link - `docs/about/contributing/CONTRIBUTING.md:7` -> `../../../nix` The original absolute URL `https://github.com/coder/coder/tree/main/nix` already returned 404 today. Repointed to `flake.nix` (modern Nix entrypoint, what the prose "Nix environment" semantically refers to). Closes [DOCS-357](https://linear.app/codercom/issue/DOCS-357) here since the `check-docs` Linkspector job surfaced it during rebase; cheaper to fix inline than in a separate single-line PR. ## Out of scope (filed separately) - [DOCS-350](https://linear.app/codercom/issue/DOCS-350): 3 dead `docs-backend-contrib-guide` branch refs in `backend.md` ([#26339](https://github.com/coder/coder/pull/26339), merged). - [DOCS-352](https://linear.app/codercom/issue/DOCS-352): 10 SHA-pinned `(blob|tree)/<sha>` links pending intent review. - [DOCS-355](https://linear.app/codercom/issue/DOCS-355): code-server analog (4 absolute `(blob|tree)/main` links in `coder/code-server`). - [DOCS-356](https://linear.app/codercom/issue/DOCS-356): 2 upstream content bugs in `coder/code-server/docs/CONTRIBUTING.md` (independent of this PR). ## Not triggering `/coder-agents-review` Docs-only edit; per `AGENTS.md` the bot review is reserved for product/CI changes. ## Pre-mortem | Concern | Mitigation | |---|---| | Merging before DOCS-349 deploys regresses ~120 currently-working links into 404s on coder.com | Clear DO-NOT-MERGE banner; tracked as blocker in Linear. | | Relative path computed incorrectly (off-by-one `..`) | Verified all 114 newly-relative non-md/non-image paths resolve to existing files in the repo (only exception is the pre-existing dead `nix` link above). | | Line anchors stripped during conversion | Preserved by the substitution regex; verified `#L<n>-L<m>` cases in `airgap.md` and `speed-up-templates.md`. | | Future code reorgs change file locations | Relative links will start pointing to nothing. Same failure mode as absolute links pointing to renamed files; can be caught with a future link-checker job. | ## Validation ``` $ grep -rE 'github\.com/coder/coder/(blob|tree)/main' docs --include="*.md" | wc -l 0 $ git diff --stat origin/main | tail -1 39 files changed, 118 insertions(+), 118 deletions(-) ``` 114 newly-relative paths verified to resolve to existing repo files (Python `os.path.exists` check on each computed target). <details> <summary>Decision log + planning context</summary> **Why relative over `(blob|tree)/{{currentDocsVersion}}/...` templating**: relative paths require zero markdown-system support and zero upstream churn beyond this one PR. Templating would require a preprocessor on `coder.com` side AND a convention upstream authors have to remember; relative paths just work in a plain editor and `github.com`'s own renderer too. **Why `./` prefix on same-directory targets**: makes the conversion grep-able later (`grep -E '\((\.\./|\./)'`). **Why preserve `#L<n>-L<m>` anchors verbatim**: the anchor is meaningful to the linked file's content, not to the URL form; keeping it as-is preserves authorial intent. If the file later changes such that the line range drifts, that's a different problem the SHA-pin audit ([DOCS-352](https://linear.app/codercom/issue/DOCS-352)) will surface. </details> --- *Generated by Coder Agents on @nickvigilante's behalf.* ## Drive-by external link fix folded in `docs/about/contributing/CONTRIBUTING.md:296` cited `https://reflectoring.io/meaningful-commit-messages/` which is returning HTTP 503 (the host appears to be down site-wide right now). `check-docs` Linkspector flagged it after the rebase. Replaced with `https://cbea.ms/git-commit/` (Chris Beams' canonical "If applied, this commit will..." article, confirmed 200), which is the original source of the rule the prose recites anyway. |
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d2950e7615 |
docs: document that license validation works offline (#24013)
## What Documents that Coder license keys are validated locally using cryptographic signatures and do not require an outbound connection to Coder's servers. This is a common question from customers evaluating Coder for air-gapped environments. ## Changes - **`docs/admin/licensing/index.md`**: Added an "Offline license validation" section explaining that license keys are signed JWTs validated locally with no phone-home requirement. - **`docs/install/airgap.md`**: Added a "License validation" row to the air-gapped comparison table, confirming no changes are needed for offline license validation and linking to the licensing docs. ## Why While the air-gapped docs state that "all Coder features are supported" offline, there was no explicit mention that the license itself doesn't require connectivity. This is a frequent question from security-conscious and air-gapped customers. --------- Co-authored-by: blink-so[bot] <211532188+blink-so[bot]@users.noreply.github.com> Co-authored-by: Matyas Danter <mdanter@gmail.com> |
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63563e57db |
docs: add registry mirroring guide for Artifactory (#22025)
Verified to be working locally. --------- Co-authored-by: Phorcys <57866459+phorcys420@users.noreply.github.com> |
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ece531ab4e |
chore: mention usage data reporting in AI Gov docs (#21664)
<!-- If you have used AI to produce some or all of this PR, please ensure you have read our [AI Contribution guidelines](https://coder.com/docs/about/contributing/AI_CONTRIBUTING) before submitting. --> |
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02ecf32afe |
docs: replace offline deployments terminology to air-gapped (#19625)
This PR comprehensively updates the offline deployments documentation to use more precise "air-gapped" terminology and improves consistency throughout the documentation. ## Changes Made ### Terminology Updates - **Title**: Changed from "Offline Deployments" to "Air-gapped Deployments" - **Summary**: Updated to prioritize "air-gapped" terminology and added "disconnected" to cover additional deployment scenarios - **Content**: Updated tutorial references to use "air-gapped" instead of "offline" - **Section headers**: - Changed "Offline container images" to "Air-gapped container images" - Changed "Offline docs" to "Air-gapped docs" - **Table headers**: Changed "Offline deployments" to "Air-gapped deployments" ### Navigation & URL Structure - **Navigation title**: Updated `docs/manifest.json` to show "Air-gapped Deployments" in sidebar - **Navigation description**: Updated to "Run Coder in air-gapped / disconnected / offline environments" - **File rename**: `docs/install/offline.md` → `docs/install/airgap.md` for consistency - **URL change**: `/install/offline` → `/install/airgap` - **Subsection anchors**: - `/install/offline#offline-docs` → `/install/airgap#airgap-docs` - `/install/offline#offline-container-images` → `/install/airgap#airgap-container-images` ### Internal Links & References Updated all internal documentation links: - `docs/admin/integrations/index.md` - `docs/admin/networking/index.md` - `docs/changelogs/v0.27.0.md` (including anchor reference) - `docs/tutorials/faqs.md` ### Backward Compatibility - **Redirects**: Added `docs/_redirects` with 301 redirects: - `/install/offline` → `/install/airgap` - `/install/offline#offline-docs` → `/install/airgap#airgap-docs` - `/install/offline#offline-container-images` → `/install/airgap#airgap-container-images` - **Content**: Maintains "offline" in the description for broader understanding - **Deep links**: All subsection anchors redirect properly to maintain existing bookmarks ## Rationale - **"Air-gapped"** is more precise and commonly used in enterprise/security contexts - **"Disconnected"** covers additional scenarios where networks may be temporarily or partially isolated - **Consistency** ensures filename, URL, navigation, content, and subsection anchors all align with the same terminology - **Backward compatibility** maintained through comprehensive redirects to prevent broken links at any level ## Testing - [x] Verified all internal links point to the new URL structure - [x] Confirmed navigation title updates correctly - [x] Ensured content accuracy is maintained - [x] Added redirects for backward compatibility (main page + subsections) - [x] Updated all cross-references in related documentation - [x] Verified subsection anchor redirects work properly - [x] Confirmed no unnecessary .md file redirects ## Result Complete terminology consistency across: - ✅ Page title and headers - ✅ Navigation and breadcrumbs - ✅ File names and URL structure - ✅ Internal documentation links - ✅ Table headers and section titles - ✅ Subsection anchors and deep links - ✅ Backward compatibility via comprehensive redirects --------- Co-authored-by: blink-so[bot] <211532188+blink-so[bot]@users.noreply.github.com> Co-authored-by: david-fraley <67079030+david-fraley@users.noreply.github.com> |