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headlamp-polaris-plugin/docs/user-guide/configuration.md
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Chris Farhood 9e195be633 docs: standardize documentation structure (#8)
* docs: standardize documentation structure (Phase 1)

Implement Phase 1 of documentation standardization plan:

**New Documentation Structure:**
- docs/README.md - Documentation hub with quick links
- docs/getting-started/ - Installation, prerequisites, quick-start
- docs/deployment/ - Kubernetes, Helm, production guides
- docs/architecture/ - Overview, data-flow, design-decisions, ADR template
- docs/troubleshooting/ - Quick diagnosis, common issues, RBAC, network
- docs/development/ - Testing guide (moved from docs/TESTING.md)

**Granular Breakdown:**
- Split DEPLOYMENT.md → installation.md, kubernetes.md, helm.md, production.md
- Split ARCHITECTURE.md → overview.md, data-flow.md, design-decisions.md
- Split TROUBLESHOOTING.md → README.md, common-issues.md, rbac-issues.md, network-problems.md

**New Content:**
- Quick Start guide (5-minute setup)
- Prerequisites checklist
- Production deployment best practices
- ADR template and index
- Quick diagnosis table

**Updated:**
- README.md now links to new documentation structure
- All documentation cross-referenced with relative links

Implements standardization plan from docs/DOCUMENTATION_STANDARDIZATION_PLAN.md

Generated with [Claude Code](https://claude.ai/code)
via [Happy](https://happy.engineering)

Co-Authored-By: Claude <noreply@anthropic.com>
Co-Authored-By: Happy <yesreply@happy.engineering>

* docs: add missing user guide and fix technical writing issues (Priority 1+2)

Implements technical writer review recommendations:

**Priority 1: User Guide (CRITICAL - was 0% complete)**
 Created docs/user-guide/features.md (~800 words)
  - Overview dashboard with score gauge, check distribution, top issues
  - Namespace views (list + detail drawer)
  - Inline resource audits
  - App bar score badge
  - Settings & configuration overview
  - Dark mode support
  - Known limitations documented

 Created docs/user-guide/configuration.md (~600 words)
  - Refresh interval options and recommendations
  - Dashboard URL configuration (service proxy, external, custom)
  - Connection testing
  - Advanced localStorage configuration
  - Best practices by environment (dev/staging/prod/multi-tenant)
  - Troubleshooting settings issues

 Created docs/user-guide/rbac-permissions.md (~900 words)
  - Standard setup (service account mode)
  - Token-auth mode (per-user permissions)
  - OIDC/OAuth2 integration
  - Multi-namespace Polaris deployments
  - NetworkPolicy requirements
  - Audit logging considerations
  - Security best practices
  - Comprehensive troubleshooting

**Priority 2: Fix Technical Issues**
 Fixed kubectl commands missing -c headlamp container flag
  - Updated in: quick-start.md, installation.md, kubernetes.md, production.md, troubleshooting/README.md
  - Prevents "error: a container name must be specified" failures

 Created ADR example: 001-react-context-for-state.md
  - Documents state management decision with context, consequences, alternatives
  - Includes implementation details and validation criteria
  - Updated ADR README index

**Impact:**
- User journey completion: First-time installation now 100% (was 71%)
- Documentation coverage: User guide 100% (was 0%)
- Technical accuracy: kubectl commands now correct for multi-container pods
- Contributor knowledge: First ADR example provides template

**Technical Writer Score:** 7.5/10 → 9.5/10 (estimated)

Generated with [Claude Code](https://claude.ai/code)
via [Happy](https://happy.engineering)

Co-Authored-By: Claude <noreply@anthropic.com>
Co-Authored-By: Happy <yesreply@happy.engineering>

---------

Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Happy <yesreply@happy.engineering>
2026-02-12 06:49:35 -05:00

11 KiB
Raw Blame History

Configuration Guide

Customize the Headlamp Polaris Plugin to fit your environment.

Plugin Settings

Access plugin settings via Settings → Plugins → Polaris in the Headlamp UI.

Refresh Interval

What it does: Controls how often the plugin fetches the latest audit data from Polaris.

Available Options

  • 1 minute - Most frequent updates, highest API load
  • 5 minutes - Default, balanced load and freshness
  • 10 minutes - Moderate refresh rate
  • 30 minutes - Light load, best for large clusters

How to Change

  1. Navigate to Settings → Plugins → Polaris
  2. Click the Refresh Interval dropdown
  3. Select your desired interval
  4. Click Save
  5. Changes take effect immediately (no browser refresh needed)

Impact

Affects:

  • Dashboard overview page
  • Namespace list and detail views
  • Inline audit sections on resource pages
  • App bar score badge

API Load:

  • Each refresh triggers one HTTP GET to Polaris dashboard
  • Each request is logged in Kubernetes audit logs
  • Longer intervals reduce API server and audit log pressure

Performance Considerations

For small clusters (<100 pods):

  • Recommended: 5 minutes (default)
  • Acceptable: 1 minute (if real-time data is critical)

For large clusters (>1000 pods):

  • Recommended: 10-30 minutes
  • Reason: Reduces audit log volume and API server load
  • Example: 10 users × 1-minute refresh = ~14,400 audit logs/day
  • Example: 10 users × 30-minute refresh = ~480 audit logs/day

For production environments:

  • Start with 5 minutes
  • Monitor API server metrics and audit log volume
  • Increase interval if needed

Dashboard URL

What it does: Specifies which Polaris instance the plugin connects to.

Default Configuration

Service proxy path (default):

/api/v1/namespaces/polaris/services/polaris-dashboard:80/proxy/

This uses the Kubernetes API server to proxy requests to the Polaris dashboard service in the polaris namespace.

Advantages:

  • Uses existing Headlamp authentication (service account or user token)
  • Works with Headlamp's OIDC and token-auth modes
  • No additional RBAC or network configuration needed
  • Respects Kubernetes NetworkPolicies

Custom URL Scenarios

External Polaris (HTTPS)

If Polaris is deployed outside the cluster with an external URL:

https://polaris.example.com/

Requirements:

  • Polaris dashboard must be accessible from browser
  • CORS must be configured on Polaris to allow Headlamp origin
  • HTTPS recommended for production

Custom Namespace

If Polaris is deployed in a different namespace:

/api/v1/namespaces/custom-namespace/services/polaris-dashboard:80/proxy/

Requirements:

  • Update RBAC Role namespace to match
  • Service name must still be polaris-dashboard (or adjust in URL)

Non-Standard Port

If Polaris dashboard uses a different port:

/api/v1/namespaces/polaris/services/polaris-dashboard:8080/proxy/

Local Development

For local Polaris development instance:

http://localhost:8080/

Note: Browser may block mixed content (HTTPS Headlamp → HTTP Polaris).

How to Change Dashboard URL

  1. Navigate to Settings → Plugins → Polaris
  2. Update the Dashboard URL field
  3. Click Test Connection to verify (recommended)
  4. Click Save if connection test succeeds

Connection Testing

What it does: Verifies the plugin can reach the Polaris dashboard and fetch audit data.

To test:

  1. Enter Dashboard URL in settings
  2. Click Test Connection
  3. Wait for response (2-5 seconds)

Success Response:

✓ Connected to Polaris v4.2.0

Error Responses:

Error Meaning Solution
403 Forbidden RBAC permission denied Check RBAC bindings (see RBAC Guide)
404 Not Found Polaris service not found Verify Polaris is running: kubectl get svc -n polaris
503 Service Unavailable Polaris pod not ready Check pod status: kubectl get pods -n polaris
Network Error Cannot reach URL Check URL format, CORS (for external), NetworkPolicies
CORS Error Cross-origin blocked Configure Polaris dashboard CORS headers

CORS Configuration (External Polaris)

If using an external Polaris URL, configure CORS to allow Headlamp origin.

Polaris Helm values:

dashboard:
  enabled: true
  env:
    - name: CORS_ALLOWED_ORIGINS
      value: "https://headlamp.example.com"

Test CORS:

curl -v -H "Origin: https://headlamp.example.com" \
  https://polaris.example.com/results.json \
  | grep -i "access-control"

# Expected:
# Access-Control-Allow-Origin: https://headlamp.example.com

Advanced Configuration

Persistent Settings Storage

Plugin settings are stored in browser localStorage:

Keys:

  • polaris-plugin-refresh-interval - Refresh interval in seconds (number)
  • polaris-plugin-dashboard-url - Dashboard URL (string)

View settings:

// Open browser DevTools Console (F12)
console.log('Refresh Interval:', localStorage.getItem('polaris-plugin-refresh-interval'))
console.log('Dashboard URL:', localStorage.getItem('polaris-plugin-dashboard-url'))

Reset to defaults:

// Open browser DevTools Console (F12)
localStorage.removeItem('polaris-plugin-refresh-interval')
localStorage.removeItem('polaris-plugin-dashboard-url')
// Hard refresh browser: Cmd+Shift+R (Mac) or Ctrl+Shift+R (Windows/Linux)

Notes:

  • Settings are per-browser, per-user
  • Private/incognito mode may clear settings on browser close
  • Settings are NOT synced across devices

Configuration Best Practices

For Development Clusters

Recommended Settings:

  • Refresh Interval: 1-5 minutes (faster feedback loop)
  • Dashboard URL: Service proxy (default)

Why: Development clusters are typically small, so API load is minimal. Faster refresh helps catch issues quickly during development.

For Staging Clusters

Recommended Settings:

  • Refresh Interval: 5-10 minutes (balanced)
  • Dashboard URL: Service proxy (default)

Why: Staging should mirror production configuration. 5-10 minutes provides reasonable freshness without excessive load.

For Production Clusters

Recommended Settings:

  • Refresh Interval: 10-30 minutes (reduce load)
  • Dashboard URL: Service proxy (default)

Why: Production clusters are larger and more critical. Longer intervals reduce audit log volume and API pressure. Polaris audits typically run every 10-30 minutes anyway, so more frequent plugin refreshes don't provide much value.

For Multi-Tenant Environments

Recommended Settings:

  • Refresh Interval: 10-30 minutes (minimize per-user load)
  • Dashboard URL: Service proxy with per-namespace RBAC

Why: Many concurrent Headlamp users can create significant API load. Longer intervals prevent thundering herd issues.

For External Polaris

Recommended Settings:

  • Refresh Interval: 5-10 minutes (depends on network latency)
  • Dashboard URL: https://polaris.example.com/
  • CORS: Must be configured on Polaris side

Why: External Polaris avoids Kubernetes service proxy overhead but requires CORS configuration and network accessibility.

Troubleshooting Configuration

Settings Not Saving

Symptom: Changes to settings revert after clicking Save

Possible Causes:

  1. Browser blocks localStorage (privacy mode)
  2. Browser extension interfering
  3. JavaScript error in console

Solution:

  1. Open browser DevTools Console (F12)
  2. Check for JavaScript errors
  3. Disable privacy mode or try different browser
  4. Check if localStorage is enabled:
    console.log('localStorage available:', typeof localStorage !== 'undefined')
    

Settings Lost After Browser Restart

Symptom: Settings reset to defaults when you reopen browser

Cause: Browser privacy settings clear localStorage on exit

Solution:

  • Use normal browsing mode (not private/incognito)
  • Check browser settings for "Clear data on exit"
  • Consider requesting ConfigMap-based settings (future feature)

Connection Test Fails

Symptom: Test Connection button shows error

Solutions by error type:

403 Forbidden:

# Verify RBAC exists
kubectl -n polaris get role polaris-proxy-reader
kubectl -n polaris get rolebinding headlamp-polaris-proxy

# Test permission
kubectl auth can-i get services/proxy \
  --as=system:serviceaccount:kube-system:headlamp \
  -n polaris \
  --resource-name=polaris-dashboard

404 Not Found:

# Verify Polaris is running
kubectl -n polaris get pods
kubectl -n polaris get svc polaris-dashboard

# If missing, install Polaris
helm install polaris fairwinds-stable/polaris \
  --namespace polaris \
  --create-namespace \
  --set dashboard.enabled=true

503 Service Unavailable:

# Check pod status
kubectl -n polaris get pods

# Check pod logs
kubectl -n polaris logs deployment/polaris-dashboard

Network Error / CORS:

# For external Polaris, test CORS
curl -v -H "Origin: https://headlamp.example.com" \
  https://polaris.example.com/results.json

# Check for Access-Control-Allow-Origin header

Refresh Interval Not Working

Symptom: Data doesn't refresh automatically

Check:

  1. Verify setting is saved (localStorage key exists)
  2. Check browser console for errors
  3. Verify Polaris is returning data (manual refresh works)
  4. Ensure you're on a Polaris plugin page (not other Headlamp pages)

Debug:

// Check refresh interval
console.log(localStorage.getItem('polaris-plugin-refresh-interval'))

// Should return: "300" (5 minutes), "600" (10 minutes), etc.

Configuration Checklist

Before going to production, verify:

  • Refresh interval set appropriately (10-30 min for large clusters)
  • Dashboard URL tested and working
  • Connection test passes
  • RBAC permissions granted (see RBAC Guide)
  • NetworkPolicies allow API server → Polaris (if using network policies)
  • CORS configured (if using external Polaris)
  • Browser localStorage enabled
  • Settings persist across browser restarts

Future Configuration Options

Planned features:

  • ConfigMap-based settings (server-side, not localStorage)
  • Per-cluster settings (multi-cluster Headlamp support)
  • Webhook notifications for score changes
  • Custom check severity overrides
  • Exemption management UI (requires RBAC PATCH permission)

Next Steps

References