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description= This guide explains how to set up and configure Chef SaaS. For details on how to migrate from AWS OpsWorks, refer to the following page: AWS OpsWorks migration.;
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chef, saas, configure, verify, the, get, started, with, prerequisites, add, infra, server, in, workstation, ssl, configuration, client, connection,
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chef (193), the (88), overview (46), infra (45), server (40), and (36), saas (36), with (36), install (32), #configure (30), automate (30), builder (30), version (28), deployment (28), aws (26), about (20), habitat (20), workstation (18), supermarket (18), upgrade (18), for (17), add (17), user (17), api (17), client (16), create (16), manage (16), packages (16), prem (16), node (16), organization (15), started (14), users (14), reference (14), config (14), this (13), community (13), nodes (13), new (13), file (13), prerequisites (12), management (12), license (12), backend (12), 360 (12), managed (12), verify (11), credentials (11), get (10), knife (10), using (10), compliance (10), platform (10), backup (10), restore (10), effortless (10), recovery (10), settings (10), postgresql (10), opensearch (10), database (10), configuration (9), certificates (9), select (9), example (9), system (9), guide (9), connection (8), pem (8), data (8), ctl (8), cloud (8), resources (8), origin (8), 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aws deployment certificates view certificates add custom certificate during deployment self signed certificates certificate rotation performance benchmarks faqs troubleshooting reference load balancer configuration create amazon opensearch vpc and cidr setup create amazon rds sudo password iam users migrate bastion to new machine aws certificate manager reference topics configure overview data collection disclosure panel and banner session timeout telemetry invalid login attempts large compliance report ingestion chef infra configuration in chef automate chef infra external cookbooks in chef automate manage backup log management centralize logs audit logs in s3 minio migrate monitoring restore managed services package cleanup elasticsearch configure elasticsearch upgrade to opensearch opensearch configure opensearch postgresql configure postgresql upgrade external postgresql settings notifications data feeds data lifecycle node integrations node credentials projects user profile users authentication ldap saml authorization iam overview iam users guide iam actions api tokens policies roles teams users event feed applications chef eas setting up the applications dashboard applications dashboard desktop dashboard troubleshooting compliance reports scan jobs profiles nodes infrastructure client runs chef infra server integrations aws marketplace servicenow integration app incident app administrator reference reference architecture chef automate api automate cli feature flags security best practices upgrade upgrade upgrade to 3 x upgrade to 4 x update non san certificates for 4 7 52 version chef cloud chef 360 saas overview system requirements get started overview set up chef 360 saas install clis node management settings enroll nodes run courier jobs user guides create and use tokens with the chef 360 platform apis chef 360 platform system administration chef courier chef node management update skills chef saas overview get started aws opsworks migration configure sso redirect nodes chef desktop about chef desktop getting started requirements infrastructure overview install quick start guide install workstation automate server cookbook setup set up policy set up nodes zero touch deployment macos enrollment application management windows enrollment application management chef desktop cookbook reference resources all resources single page macos_admin_control macos_app_management macos_automatic_logout macos_automatic_software_updates macos_desktop_screensaver macos_disk_encryption macos_firewall macos_password_policy macos_power_management rescue_account windows_admin_control windows_app_management windows_automatic_logout windows_choco_installer windows_defender windows_defender_exclusion windows_desktop_screensaver windows_desktop_winrm_settings windows_disk_encryption windows_firewall windows_ie_esc windows_password_policy windows_power_management windows_update_settings chef habitat habitat v 2 1 habitat v 2 0 habitat v 1 6 habitat builder about habitat builder on prem builder about on prem builder install overview system requirements install builder connect your workstation to builder configure overview example builder env config file configure disaster recovery or warm spare use artifactory as a package artifact store configure builder logs scale builder frontend separate backend services manage overview minio postgresql rotate ssl certs upgrade builder origins overview create an origin origin keys origin membership and rbac packages overview bootstrap core packages update packages troubleshooting saas builder about habitat saas builder create an account builder profile origins origin packages builder api supported packages habitat package refresh strategy core base 2025 packages chef infra client chef infra client 19 chef infra client 18 chef infra server overview infra server overview services plan chef infra server prerequisites capacity planning install install chef infra server install high availability airgap tiered installation upgrades upgrade ha cluster license usage configure chef server rb settings chef infra server optional settings chef backend rb settings server firewalls and ports security manage backup and restore backend failure recovery monitor tuning log files users authentication and authorization organizations groups server users reference chef server ctl chef backend ctl chef infra server api firewalls ports chef inspec version 7 1 version 7 0 version 6 8 version 5 24 version 5 23 resource packs chef workstation workstation v26 workstation v25 cookstyle about cookstyle cookstyle cops list cops chef correctness blockguardwithonlystring chefapplicationfatal conditionalrubyshellout cookbookusesnodesave dnfpackageallowdowngrades emptyresourceguard incorrectlibraryinjection invalidcookbookname invaliddefaultaction invalidnotificationresource invalidnotificationtiming invalidplatformfamilyhelper invalidplatformfamilyincase invalidplatformhelper invalidplatformincase invalidplatformmetadata invalidplatformvalueforplatformfamilyhelper invalidplatformvalueforplatformhelper invalidversionmetadata lazyevalnodeattributedefaults lazyinresourceguard macosuserdefaultsinvalidtype malformedplatformvalueforplatformhelper metadatamalformeddepends metadatamissingname metadatamissingversion nodenormal nodenormalunless notifiesactionnotsymbol octalmodeasstring opensslpasswordhelpers powershellfileexists powershellscriptdeletefile propertywithouttype resourcesetsinternalproperties resourcesetsnameproperty resourcewithnoneaction scopedfileexist serviceresource supportsmustbefloat tmppath chef deprecations chefdkgenerators cheffile chefhandlerrecipe chefhandlerusessupports chefrewind chefshellout chefspeccoveragereport chefspeclegacyrunner chefsugarhelpers chefwindowsplatformhelper chocolateypackageuninstallaction cookbookdependsoncompatresource cookbookdependsonpartialsearch cookbookdependsonpoise cookbooksdependsonself delivery dependsonchefnginxcookbook dependsonchefreportingcookbook dependsonomnibusupdatercookbook deprecatedchefspecplatform deprecatedplatformmethods deprecatedshelloutmethods deprecatedsudoactions deprecatedwindowsversioncheck deprecatedyumrepositoryactions deprecatedyumrepositoryproperties easyinstallresource eolauditmodeusage epicfail erlcallresource executepathproperty executerelativecreateswithoutcwd foodcriticfile foodcritictesting hwrpwithoutprovides hwrpwithoutunifiedtrue includingxmlrubyrecipe includingyumdnfcompatrecipe launchddeprecatedhashproperty legacynotifysyntax legacyyumcookbookrecipes librarianchefspec localedeprecatedlcallproperty logresourcenotifications macosuserdefaultsglobalproperty namepropertywithdefaultvalue nodedeepfetch nodemethodsinsteadofattributes nodeset nodesetunless nodesetwithoutlevel partialsearchclassusage partialsearchhelperusage poisearchiveusage policyfilecommunitysource powershellcookbookhelpers requirerecipe resourceinheritsfromcompatresource resourceoverridesprovidesmethod resourceusesdslnamemethod resourceusesonlyresourcename resourceusesproviderbasemethod resourceusesupdatedmethod resourcewithoutunifiedtrue ruby27keywordargumentwarnings rubyblockcreateaction searchusespositionalparameters useautomaticresourcename useinlineresourcesdefined userdeprecatedsupportsproperty useschefresthelpers usesdeprecatedmixins usesruncommandhelper useyamldump verifypropertyusesfileexpansion windowsfeatureservermanagercmd windowspackageinstallertypestring windowstaskchangeaction windowsversionhelpers chef effortless berksfile chefvaultused cookbookusesdatabags cookbookusesenvironments cookbookusespolicygroups cookbookusesroles cookbookusessearch dependschefvault searchforenvironmentsorroles chef modernize actionmethodinresource allowedactionsfrominitialize chefgemnokogiri classevalactionclass conditionalusingtest crondfileortemplate cronmanageresource customresourcewithattributes databaghelpers declareactionclass defaultactionfrominitialize defineschefspecmatchers definitions dependsonchefvaultcookbook dependsonchocolateycookbooks dependsonkernelmodulecookbook dependsonlocalecookbook dependsonopensslcookbook dependsontimezonelwrpcookbook dependsonwindowsfirewallcookbook dependsonzyppercookbook dslincludeinresource emptyresourceinitializemethod executeaptupdate executescexe executesleep executesysctl executetzutil foodcriticcomments ifprovidesdefaultaction includingaptdefaultrecipe includingmixinshelloutinresources includingohaidefaultrecipe includingwindowsdefaultrecipe legacyberksfilesource libarchivefileresource macosxuserdefaults minitesthandlerusage nodeinitpackage noderolesinclude opensslrsakeyresource opensslx509resource osxconfigprofileresource powershellguardinterpreter powershellinstallpackage powershellinstallwindowsfeature powershellscriptexpandarchive propertywithnameattribute providesfrominitialize resourceforcingcompiletime resourcenamefrominitialize respondtocompiletime respondtoinmetadata respondtoprovides respondtoresourcename setorreturninresources sevenziparchiveresource shellouthelper shellouttochocolatey simplifyaptppasetup sysctlparamresource unnecessarydependschef14 unnecessarydependschef15 unnecessarymixlibshelloutrequire usebuildessentialresource usecheflanguagecloudhelpers usecheflanguageenvhelpers usecheflanguagesystemdhelper usemultipackageinstalls userequirerelative useszypperrepo whyrunsupportedtrue windowsregistryuac windowsscresource windowszipfileusage zipfileresource chef redundantcode aptrepositorydistributiondefault aptrepositorynotifiesaptupdate attributemetadata conflictsmetadata customresourcewithallowedactions doublecompiletime groupingmetadata longdescriptionmetadata multipleplatformchecks namepropertyisrequired ohaiattributetostring propertysplatregex propertywithrequiredanddefault providesmetadata recipemetadata replacesmetadata resourcewithnothingaction sensitivepropertyinresource stringpropertywithnildefault suggestsmetadata unnecessarydesiredstate unnecessarynameproperty usecreateifmissing chef ruby gemspeclicense gemspecrequirerubygems legacypowershelloutmethods requirenethttps unlessdefinedrequire chef security sshprivatekey chef sharing defaultmetadatamaintainer emptymetadatafield includepropertydescriptions includeresourcedescriptions includeresourceexamples insecurecookbookurl invalidlicensestring chef style attributekeys chefwhaaat commentformat commentsentencespacing copyrightcommentformat defaultcopyrightcomments filemode immediatenotificationtiming includerecipewithparentheses negatingonlyif overlycomplexsupportsdependsmetadata simplifyplatformmajorversioncheck trueclassfalseclassresourceproperties unnecessaryoscheck unnecessaryplatformcasestatement useplatformhelpers inspec deprecations attributedefault attributehelper effortless pattern effortless overview quick start effortless audit effortless config variables and config what is scaffolding supermarket about supermarket share cookbooks private supermarket about private supermarket install configure backup and restore monitor log files upgrades reference supermarket ctl supermarket api release notes chef 360 platform chef automate chef backend chef download apis chef habitat chef infra client chef infra server chef inspec chef local license service chef manage chef migrate chef supermarket chef workstation chef compliance chef compliance audit profiles chef compliance remediation chef cloud resource packs aws cloud resources azure cloud resources legacy chef manage about the management console uninstall manage rb chef manage ctl active directory ldap configure saml clients cookbooks data bags environments nodes roles organizations groups users uninstall available on github downloads send feedback support get started with chef saas table of contents this guide explains how to set up and configure chef saas for details on how to migrate from aws opsworks refer to the following page aws opsworks migration prerequisites chef saas has the following prerequisites you must have a system with chef workstation installed chef saas starter kit provided by progress chef saas environment url saas credentials pivotal pem file for the initial setup of the environment this pem file is temporary and is replaced later add chef infra server in chef saas follow these steps in chef saas to add a chef infra server select infrastructure in the top navigation select chef infra servers in the navigation on the left select add chef infra server fill out the fields as follows provide a unique name for the chef infra server enter the fqdn by copying the same url used to connect to chef saas for example saas example com select add chef infra server configure chef workstation for details on configuring chef workstation refer to the following sections create a chef credentials file on your local workstation knife configure init this prompts you with several questions enter the chef infra server url provided in the starter kit for example saas example com for the existing api username or client_name enter the superuser account provided in the chef saas starter kit this creates a credentials file in the chef directory with contents similar to the following default client_name pivotal client_key home admin chef pivotal pem chef_server_url https saas example com copy the pivotal pem file from the chef saas starter kit to the chef directory this gives you the proper credentials to connect to chef saas in the following steps create an organization using the knife org create command this organization acts as a top level entity for role based access control knife org create organization_name organization_full_name replace organization_name with the user s organization name organization_full_name with the organization s full name this returns a private key for the organization s validator client create a new user associated with the new organization and use the credentials file knife user create username email email password password replace username with the user s username email with the user s e mail address password with the user s password copy the new file_name pem file created with this command to the chef directory before updating the credentials file later in this document add the new user to the organization using the knife org user command knife org user add organization_name username in the above code replace organization_name with user s organization name username with the user s username open the credentials file in the chef directory and update the following values client_name to the new account created client_key to the new pem file that was created chef_server_url to include the new organization an example of the credentials in the chef directory is as follows default client_name client_name client_key home admin chef user_name pem chef_server_url https saas example com configure chef saas the following steps add the organization to chef saas connect to the url provided by progress chef and log in with the admin account credentials select infrastructure in the top navigation select che...
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