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(chocolatey#1113) Updates to button text and syntax
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This updates some of the button text to the proper wording based on the
incoming accessibility enhancements. This also fixes a few cases where
buttons were referenced in a code block instead of in bold.
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st3phhays committed Jan 27, 2025
1 parent d93ff69 commit 63ef51b
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2 changes: 1 addition & 1 deletion src/components/docs/ImportDeploymentPlan.mdx
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Expand Up @@ -15,7 +15,7 @@ A Deployment Plan can be imported using a `.json` file.

![Chocolatey Central Management dashboard, arrow pointing to Deployment Plans menu in the left sidebar](/images/ccm-playwright/dashboard/left-menu-deployment-plans.png)

1. Select the **Import Deployment Plan** button at the top of the page.
1. Select the **Actions for Deployment Plans** button at the top of the page and select the **Import Deployment Plan** menu option.

![Chocolatey Central Management Deployment Plans page, arrow pointing to Import Deployment Plan button](/images/ccm-playwright/deployment-plans/button-import-deployment-plan.png)

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Expand Up @@ -29,7 +29,7 @@ Once the required filters have been set, pressing the `Refresh` button will show

![Operation logs tab within the Audit logs section of the Administration | Settings page](/images/ccm-playwright/administration/audit-logs/left-menu-active.png)

It is possible to see all available information for an operation by clicking the 🔍 button to the left-hand side of the table.
It is possible to see all available information for an operation by clicking the **Details** button in the **Quick Actions** column of the table.

If required, the available results can be exported to an Excel document using the `Export | Export to Excel` button.
This will generate a file named something similar to the following `Chocolatey_AuditLogs_20231122_095144.xlsx`.
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Expand Up @@ -33,13 +33,13 @@ Click 💾 **Save** to close the window and create the new role.
## Editing a Role

<Callout type="info">
If you do not see the **Edit** menu entry or the **Actions** buttons, please see your Administrator to determine if your account has the _Edit Roles_ permission.
If you do not see the **Edit** menu entry or the **Actions** buttons, please see your Administrator to determine if your account has the _Edit Roles_ permission.
</Callout>

On the main Roles page, find the role you want to edit.
You can also use _Select Permissions (0)_ to filter the Roles listed based on them having the permissions you select.

Select the **Actions** button on the left-hand side of the role, and then select **Edit** to open the _Edit Group_ window.
Select the **Actions** button on the left-hand side of the role, and then select **Edit** to open the _Edit Group_ window.

![Edit menu entry in role actions flyout menu](/images/ccm-playwright/administration/roles/table-row-button-action-dropdown-menu-edit.png)

Expand All @@ -48,14 +48,14 @@ From the **Edit Role** window, you can modify the name, set it to be the Default
## Deleting a Role

<Callout type="info">
If you do not see the **Delete** menu entry or the **Actions** buttons, please see your Administrator to determine if your account has the _Edit Roles_ permissions.
If you do not see the **Delete** menu entry or the **Actions** buttons, please see your Administrator to determine if your account has the _Edit Roles_ permissions.

Roles labelled **Static** cannot be deleted.

You cannot delete a Role if the account you are using also has the Role assigned to it.
</Callout>

On the main Roles page, find the role you want to delete. You can also use _Select Permissions (0)_ to filter the roles listed based on permission. Similar to the [Edit Role](#editing-a-role) action, select the **Actions** button on the left-hand side of the role, and select **Delete**. You will be prompted to confirm the deletion.
On the main Roles page, find the role you want to delete. You can also use _Select Permissions (0)_ to filter the roles listed based on permission. Similar to the [Edit Role](#editing-a-role) action, select the **Actions** button on the left-hand side of the role, and select **Delete**. You will be prompted to confirm the deletion.

## Pre-Configured Roles

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---
order: 13
xref: ccm-administration-settings-dashboard
title: Dashboard
description: Information about setting Dashboard settings within the Administration Settings screen
---
import Callout from '@choco/components/Callout.astro';
import Iframe from '@choco/components/Iframe.astro';
import Xref from '@components/Xref.astro';

<Callout type="info">
This feature is available in Chocolatey Central Management starting with version 0.12.0.
</Callout>

On the <Xref title="Chocolatey Central Management Dashboard" value="ccm-dashboard" /> there is a count of the `Total Stale Computers`. This is defined as `the total number of Computers that haven't reported into Chocolatey Central Management in the last 180 days.`. Here 180 is the default value, but you can change this by using the following steps:

1. Open the Chocolatey Central Management Site in the browser.
1. Login with the `ccmadmin` user.
1. In the left-hand menu click on `Administration` and then `Settings`.
1. Click on the `Dashboard` tab in the `Settings` screen.

![Chocolatey Central Management Dashboard Settings](/images/ccm-playwright/administration/settings/tab-dashboard.png)

1. Adjust the `Amount of time, in Days, before being notified of Computers not reporting in`.
1. Click the `Save All` button to save changes.

<Callout type="info">
When the <Xref title="Stale Computer Retention Policy" value="ccm-administration-settings-retention" anchor="stale-computer-retention" /> is enabled, it is not possible to set the `Amount of time, in Days, before being notified of Computers not reporting in` for the Dashboard to a number that is lower than what is currently configured for the `Amount of time, in Days, to keep stale Computers before deleting` setting, and vice versa. If this is attempted, a validation warning will be shown.
</Callout>

<Callout type="info">
When upgrading to Chocolatey Central Management 0.12.0, if the <Xref title="Stale Computer Retention Policy" value="ccm-administration-settings-retention" anchor="stale-computer-retention" /> is enabled, if the current value for `Amount of time, in Days, to keep stale Computers before deleting` is less than the default value for `Amount of time, in Days, before being notified of Computers not reporting in`, a change will be made to the default value to make it half of the configured value for `Amount of time, in Days, to keep stale Computers before deleting`.
</Callout>
---
order: 13
xref: ccm-administration-settings-dashboard
title: Dashboard
description: Information about setting Dashboard settings within the Administration Settings screen
---
import Callout from '@choco/components/Callout.astro';
import Iframe from '@choco/components/Iframe.astro';
import Xref from '@components/Xref.astro';

<Callout type="info">
This feature is available in Chocolatey Central Management starting with version 0.12.0.
</Callout>

On the <Xref title="Chocolatey Central Management Dashboard" value="ccm-dashboard" /> there is a count of the `Total Stale Computers`. This is defined as `the total number of Computers that haven't reported into Chocolatey Central Management in the last 180 days.`. Here 180 is the default value, but you can change this by using the following steps:

1. Open the Chocolatey Central Management Site in the browser.
1. Login with the `ccmadmin` user.
1. In the left-hand menu click on `Administration` and then `Settings`.
1. Click on the `Dashboard` tab in the `Settings` screen.

![Chocolatey Central Management Dashboard Settings](/images/ccm-playwright/administration/settings/tab-dashboard.png)

1. Adjust the `Amount of time, in Days, before being notified of Computers not reporting in`.
1. Click the **Save All** button to save changes.

<Callout type="info">
When the <Xref title="Stale Computer Retention Policy" value="ccm-administration-settings-retention" anchor="stale-computer-retention" /> is enabled, it is not possible to set the `Amount of time, in Days, before being notified of Computers not reporting in` for the Dashboard to a number that is lower than what is currently configured for the `Amount of time, in Days, to keep stale Computers before deleting` setting, and vice versa. If this is attempted, a validation warning will be shown.
</Callout>

<Callout type="info">
When upgrading to Chocolatey Central Management 0.12.0, if the <Xref title="Stale Computer Retention Policy" value="ccm-administration-settings-retention" anchor="stale-computer-retention" /> is enabled, if the current value for `Amount of time, in Days, to keep stale Computers before deleting` is less than the default value for `Amount of time, in Days, before being notified of Computers not reporting in`, a change will be made to the default value to make it half of the configured value for `Amount of time, in Days, to keep stale Computers before deleting`.
</Callout>
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Expand Up @@ -18,9 +18,9 @@ The CCM Site needs to be able to send email for certain actions. For example, w
![Chocolatey Central Management Email Settings](/images/ccm-playwright/administration/settings/tab-email-(smtp).png)

1. Add the SMTP settings for your environment. If you uncheck the `Use default credentials` checkbox, you will need to provide the `Domain name`, `User name` and `SMTP Password` for a user that is permitted to send email via the system that is being used.
1. Click the `Save All` button to save changes
1. Click the **Save All **button to save changes
1. Change the email address to go to your email address
1. Click the `Send Test Email` button and ensure that an email is received correctly
1. Click the **Send Test Email**` button and ensure that an email is received correctly

You should receive a notification similar to this:

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@@ -1,74 +1,74 @@
---
order: 50
xref: ccm-administration-settings-retention
title: Retention Policies
description: Information about using retention settings within the Administration Settings screen
---
import Callout from '@choco/components/Callout.astro';
import Iframe from '@choco/components/Iframe.astro';
import Xref from '@components/Xref.astro';

Chocolatey Central Management has a number of settings that allow you to adjust various retention periods. By default, only the Audit Retention policy is enabled.

If you want to change these settings, follow these steps:

1. Open the CCM Site in the browser.
1. Login with the `ccmadmin` user.
1. In the left-hand menu click on `Administration` and then `Settings`.
1. Click on the `Retention Policies` tab

1. Modify the settings as required
1. Click the `Save All` button at the bottom left of the page to save your settings.


As noted in the User Interface, any modifications to this section of the settings will require the Web Application to be restarted. This can be completed by doing the following:

1. Get direct access to the machine that is hosting the CCM Web Application
1. Open an administrative PowerShell session
1. Run the following commands:
```powershell
Get-Process -Name "ChocolateySoftware.ChocolateyManagement.Web.Mvc" -ErrorAction SilentlyContinue | Stop-Process -Force
Stop-Website -Name ChocolateyCentralManagement
Restart-WebAppPool -Name ChocolateyCentralManagement
Start-Website -Name ChocolateyCentralManagement
```

## Audit Retention

<Callout type="warning">
**BREAKING CHANGE**

This feature was added, as a breaking change, in version 0.6.0 of Chocolatey Central Management. Audit Retention is enabled by default, and will immediately start truncating the audit log table as soon as it is installed.
If you require keeping all audit logs, we would recommend that you first back up the CCM database before applying the new version.
</Callout>

In an attempt to control the size of the Chocolatey Central Management database, it is possible to control the retention policy for the audit logs table within the application.

By default, Audit Retention is enabled, and any logs that are older than 30 days will automatically be removed.

![Audit Retention Settings](/images/ccm-playwright/administration/settings/retention-policies-checkbox-enable-audit-retention.png)

## Stale Computer Retention


<Callout type="info">
This feature is available in Chocolatey Central Management starting with version 0.10.0.
</Callout>

In Chocolatey Central Management, a stale computer is one which hasn't reported in for a long period of time. This could be perfectly normal, but it could also be a sign that this computer is no longer active, and should be removed. This is something that can be done manually, given the correct permissions, from the <Xref title="computers page" value="ccm-computers" anchor="removing-a-computer-from-central-management" />, however, enabling this setting automatically removes stale computers from Chocolatey Central Management.

By default, Stale Computer Deletion is disabled. When it is enabled, computers that haven't reported into Chocolatey Central Management within the set timeframe (the default is 365 days) will be removed.

![Stale Computer Deletion Settings](/images/ccm-playwright/administration/settings/retention-policies-checkbox-enable-stale-computer-retention.png)

## Deployment Plan Retention

<Callout type="info">
This feature is available in Chocolatey Central Management starting with version 0.11.0.
</Callout>

Chocolatey Central Management has the ability to automatically archive or delete Deployment Plans that have reached a completion state.

By default, Deployment Plan Retention is disabled for both archiving and deleting. When it is enabled, Deployment Plans that have completed beyond the set timeframe (the default is 30 days) will be archived, or deleted. If both archive and delete are enabled, the delete period will be considered the combination of the archive and the delete.

![Deployment Plan Retention Settings](/images/ccm-playwright/administration/settings/retention-policies-checkbox-enable-deployment-plan-retention.png)
---
order: 50
xref: ccm-administration-settings-retention
title: Retention Policies
description: Information about using retention settings within the Administration Settings screen
---
import Callout from '@choco/components/Callout.astro';
import Iframe from '@choco/components/Iframe.astro';
import Xref from '@components/Xref.astro';

Chocolatey Central Management has a number of settings that allow you to adjust various retention periods. By default, only the Audit Retention policy is enabled.

If you want to change these settings, follow these steps:

1. Open the CCM Site in the browser.
1. Login with the `ccmadmin` user.
1. In the left-hand menu click on `Administration` and then `Settings`.
1. Click on the `Retention Policies` tab

1. Modify the settings as required
1. Click the **Save All** button at the bottom left of the page to save your settings.


As noted in the User Interface, any modifications to this section of the settings will require the Web Application to be restarted. This can be completed by doing the following:

1. Get direct access to the machine that is hosting the CCM Web Application
1. Open an administrative PowerShell session
1. Run the following commands:
```powershell
Get-Process -Name "ChocolateySoftware.ChocolateyManagement.Web.Mvc" -ErrorAction SilentlyContinue | Stop-Process -Force
Stop-Website -Name ChocolateyCentralManagement
Restart-WebAppPool -Name ChocolateyCentralManagement
Start-Website -Name ChocolateyCentralManagement
```

## Audit Retention

<Callout type="warning">
**BREAKING CHANGE**

This feature was added, as a breaking change, in version 0.6.0 of Chocolatey Central Management. Audit Retention is enabled by default, and will immediately start truncating the audit log table as soon as it is installed.
If you require keeping all audit logs, we would recommend that you first back up the CCM database before applying the new version.
</Callout>

In an attempt to control the size of the Chocolatey Central Management database, it is possible to control the retention policy for the audit logs table within the application.

By default, Audit Retention is enabled, and any logs that are older than 30 days will automatically be removed.

![Audit Retention Settings](/images/ccm-playwright/administration/settings/retention-policies-checkbox-enable-audit-retention.png)

## Stale Computer Retention


<Callout type="info">
This feature is available in Chocolatey Central Management starting with version 0.10.0.
</Callout>

In Chocolatey Central Management, a stale computer is one which hasn't reported in for a long period of time. This could be perfectly normal, but it could also be a sign that this computer is no longer active, and should be removed. This is something that can be done manually, given the correct permissions, from the <Xref title="computers page" value="ccm-computers" anchor="removing-a-computer-from-central-management" />, however, enabling this setting automatically removes stale computers from Chocolatey Central Management.

By default, Stale Computer Deletion is disabled. When it is enabled, computers that haven't reported into Chocolatey Central Management within the set timeframe (the default is 365 days) will be removed.

![Stale Computer Deletion Settings](/images/ccm-playwright/administration/settings/retention-policies-checkbox-enable-stale-computer-retention.png)

## Deployment Plan Retention

<Callout type="info">
This feature is available in Chocolatey Central Management starting with version 0.11.0.
</Callout>

Chocolatey Central Management has the ability to automatically archive or delete Deployment Plans that have reached a completion state.

By default, Deployment Plan Retention is disabled for both archiving and deleting. When it is enabled, Deployment Plans that have completed beyond the set timeframe (the default is 30 days) will be archived, or deleted. If both archive and delete are enabled, the delete period will be considered the combination of the archive and the delete.

![Deployment Plan Retention Settings](/images/ccm-playwright/administration/settings/retention-policies-checkbox-enable-deployment-plan-retention.png)
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Expand Up @@ -27,7 +27,7 @@ If you want to change these settings, follow these steps:
![Chocolatey Central Management Security Two Factor Login Settings](/images/ccm-playwright/administration/settings/security-checkbox-enable-two-factor-authentication.png)

1. If enabled, choose whether to `Enable email verification` and `Allow to remember browser. If you allow this, users can select to remember browser to skip second time two factor login for the same browser.`
1. Click the `Save All` button at the top right of the page to save your settings.
1. Click the **Save All** button at the top right of the page to save your settings.

<Callout type="info">
If you disable the `Enable email verification` option, this is the same as disabling all two factor login. In future versions of Chocolatey Central Management, there will be additional methods of verification on top of only email, this is why there is a checkbox for it currently.
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