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Deploy Elastic Defend with MDM #5749

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merged 15 commits into from
Sep 11, 2024

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@natasha-moore-elastic natasha-moore-elastic commented Aug 28, 2024

Resolves #3265.

Adds a new page "Deploy Elastic Defend on macOS with mobile device management" to the Install Elastic Defend section.
Adds a new troubleshooting section for Elastic Defend deployment issues to the Troubleshoot Elastic Defend page.

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@natasha-moore-elastic natasha-moore-elastic added Team: Endpoint Endpoint related issues Team: EDR Workflows Formerly Defend Workflows, Onboarding and Lifecycle Management v8.9.0 Priority: High Issues that are time-sensitive and/or are of high customer importance v8.10.0 Effort: Large Issues that require significant planning, research, writing, and testing Docset: Serverless Issues for Serverless Security v8.11.0 Docset: ESS Issues that apply to docs in the Stack release v8.12.0 v8.13.0 v8.14.0 v8.15.0 v8.16.0 labels Aug 28, 2024
@natasha-moore-elastic natasha-moore-elastic self-assigned this Aug 28, 2024
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elasticdocs commented Aug 28, 2024

🚀 Built elastic-dot-co-docs-preview-docs successfully!

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@natasha-moore-elastic natasha-moore-elastic marked this pull request as ready for review August 28, 2024 17:47
@natasha-moore-elastic natasha-moore-elastic requested a review from a team as a code owner August 28, 2024 17:47
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Overall, these new pages look great and are super helpful! My suggestions for the ESS content also apply to the Serverless content, and ofc feel free to reject anything that you disgree with.

On a sidenote, I wonder how often we'll need to update the "Deploy Elastic Defend on macOS with mobile device management" page. Unless we conduct regular audits, it'll be difficult to know if/when the instructions become outdated.

docs/management/admin/deploy-with-mdm.asciidoc Outdated Show resolved Hide resolved
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Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
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Note to self: after all suggestions are applied to ESS docs, make the same changes in serverless.

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brunerd commented Sep 4, 2024

Another very important thing to document for our Enterprise customer is Managed Login Items. It prevents admins on macOS Ventura (and up) from disabling Agent via System Settings → General → Login Items. Apple makes it easy to turn it off:
image

Above is how our Elastic Macs are set up, it can't be toggled in the GUI. I've been pulled into a couple SDHs about this and have really been hoping it'd be documented and these easily solved SDHs would be deflected.

I've documented Managed Login Items back on Jan 22, 2024 here with Jamf screenshots and again the same issue here with platform agnostic iMazing Profile Editor… and even back in January 31, 2023 here.

Note: A Managed Login Item config profile should never be deployed to macOS v11 (Big Sur) and under, macOS won't process it even after an upgrade to Ventura (v12) and up. So it won't be applied. @caitlinbetz this was that new thing I was mentioning in the interview that might benefit from having a separate script here

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Hi @brunerd, this is great feedback, thank you! One quick question about the FDA entries: we noticed in your screenshot that the third entry is for co.elastic.elastic-agent – is this also needed for the Endpoint configuration profile?

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brunerd commented Sep 6, 2024

@natasha-moore-elastic omg good catch, I've edited my above entry to reflect your catch - sorry, my afternoon/serial-processing brain saw the v7 entry and just stopped there… missing the fact that co.elastic.endpoint was just below instead what is needed are steps to add an entry for co.elastic.elastic-agent

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@natasha-moore-elastic omg good catch, I've edited my above entry to reflect your catch - sorry, my afternoon/serial-processing brain saw the v7 entry and just stopped there… missing the fact that co.elastic.endpoint was just below instead what is needed are steps to add an entry for co.elastic.elastic-agent

All good, thanks for clarifying! I'll make the edits to update the incorrect/outdated info.

Your other feedback (re the python script and Managed Login items) is super useful but will likely take more time & investigation/writing effort, so we're planning to work on that separately to avoid delays in merging this PR. I've spun off new docs tickets (#5792 and #5793) to track that work and we'll aim to prioritize it for the next couple of sprints, since it looks like a lot of customers could benefit from it.

@natasha-moore-elastic natasha-moore-elastic marked this pull request as draft September 6, 2024 17:43
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🎸 🤘 🔥

@natasha-moore-elastic natasha-moore-elastic merged commit d2ef5bf into main Sep 11, 2024
4 checks passed
mergify bot pushed a commit that referenced this pull request Sep 11, 2024
* Deploy Elastic Defend with MDM (ESS)

* Deploy Elastic Defend with MDM (serverless)

* Adds full stop

* Apply suggestions from code review

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>

* Update docs/management/admin/deploy-with-mdm.asciidoc

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>

* Apply Nastasha's suggestion

* Applies review suggestions

* Applies feedback

* Update docs/serverless/edr-install-config/deploy-with-mdm.mdx

* Changes inline monospace to code block

* Updates outdated info

---------

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
(cherry picked from commit d2ef5bf)

# Conflicts:
#	docs/serverless/serverless-security.docnav.json
#	docs/serverless/troubleshooting/troubleshoot-endpoints.mdx
mergify bot pushed a commit that referenced this pull request Sep 11, 2024
* Deploy Elastic Defend with MDM (ESS)

* Deploy Elastic Defend with MDM (serverless)

* Adds full stop

* Apply suggestions from code review

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>

* Update docs/management/admin/deploy-with-mdm.asciidoc

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>

* Apply Nastasha's suggestion

* Applies review suggestions

* Applies feedback

* Update docs/serverless/edr-install-config/deploy-with-mdm.mdx

* Changes inline monospace to code block

* Updates outdated info

---------

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
(cherry picked from commit d2ef5bf)

# Conflicts:
#	docs/serverless/serverless-security.docnav.json
#	docs/serverless/troubleshooting/troubleshoot-endpoints.mdx
natasha-moore-elastic added a commit that referenced this pull request Sep 11, 2024
* Deploy Elastic Defend with MDM (#5749)

* Deploy Elastic Defend with MDM (ESS)

* Deploy Elastic Defend with MDM (serverless)

* Adds full stop

* Apply suggestions from code review

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>

* Update docs/management/admin/deploy-with-mdm.asciidoc

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>

* Apply Nastasha's suggestion

* Applies review suggestions

* Applies feedback

* Update docs/serverless/edr-install-config/deploy-with-mdm.mdx

* Changes inline monospace to code block

* Updates outdated info

---------

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
(cherry picked from commit d2ef5bf)

# Conflicts:
#	docs/serverless/serverless-security.docnav.json
#	docs/serverless/troubleshooting/troubleshoot-endpoints.mdx

* Delete docs/serverless directory and its contents

---------

Co-authored-by: natasha-moore-elastic <137783811+natasha-moore-elastic@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
@natasha-moore-elastic natasha-moore-elastic deleted the issue-3265-deploy-endpoint-mdm branch September 11, 2024 14:44
natasha-moore-elastic added a commit that referenced this pull request Sep 11, 2024
* Deploy Elastic Defend with MDM (#5749)

* Deploy Elastic Defend with MDM (ESS)

* Deploy Elastic Defend with MDM (serverless)

* Adds full stop

* Apply suggestions from code review

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>

* Update docs/management/admin/deploy-with-mdm.asciidoc

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>

* Apply Nastasha's suggestion

* Applies review suggestions

* Applies feedback

* Update docs/serverless/edr-install-config/deploy-with-mdm.mdx

* Changes inline monospace to code block

* Updates outdated info

---------

Co-authored-by: Nastasha Solomon <79124755+nastasha-solomon@users.noreply.github.com>
(cherry picked from commit d2ef5bf)

# Conflicts:
#	docs/serverless/serverless-security.docnav.json
#	docs/serverless/troubleshooting/troubleshoot-endpoints.mdx

* Delete docs/serverless directory and its contents

---------

Co-authored-by: natasha-moore-elastic <137783811+natasha-moore-elastic@users.noreply.github.com>
Co-authored-by: github-actions[bot] <github-actions[bot]@users.noreply.github.com>
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ci:doc-build Docset: ESS Issues that apply to docs in the Stack release Docset: Serverless Issues for Serverless Security Effort: Large Issues that require significant planning, research, writing, and testing Priority: High Issues that are time-sensitive and/or are of high customer importance Team: EDR Workflows Formerly Defend Workflows, Onboarding and Lifecycle Management Team: Endpoint Endpoint related issues v8.14.0 v8.15.0 v8.16.0
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Deploying Elastic Endpoint on macOS guide
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