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catalog-settings.md

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388 lines (313 loc) · 23.9 KB
copyright lastupdated keywords subcollection
years
2019, 2023
2023-01-18
catalog, private catalogs, visibility, filter catalog, hide product, catalog filtering, enterprise, account group, child account, account, restrict
account

{{site.data.keyword.attribute-definition-list}}

Managing catalog settings

{: #filter-account}

As the account owner or administrator, you can manage the settings for all catalogs across your account. Management tasks include setting the visibility of the {{site.data.keyword.cloud}} catalog and controlling access to products in the public catalog and private catalogs for users in your account. {: shortdesc}

Before you begin

{: #set-before-begin}

  1. Verify that you're using a Pay-As-You-Go or Subscription account. See Viewing your account type for more details.

  2. Verify that you have the administrator role on the catalog management service.

  3. If you want users to have access to products in your account, make sure that you create a private catalog before you update the {{site.data.keyword.cloud_notm}} catalog visibility setting.

Updating the visibility of the {{site.data.keyword.cloud_notm}} catalog in the console

{: #set-public-visibility} {: ui}

Users in your account have access to all products in the public catalog by default. If you turn off the visibility of the public {{site.data.keyword.cloud_notm}} catalog, users can't use the console to create instances of products unless you give them access to a private catalog in your account.

To update what products are visible to users, go to Manage > Catalogs > Settings in the {{site.data.keyword.cloud_notm}} console.

Some products aren't affected by catalog visibility settings. Users can create instances of these products by using an API or the CLI. For more information, see Known issues and limitations. {: important}

Managing access to products for all users in the console

{: #set-account-filters} {: ui}

You can use filters to manage which products in the public catalog are available to all users in your account. For example, you might want to restrict access to third-party products. Or, you might want users to work with a specific software type. If your account is a parent account in an {{site.data.keyword.cloud_notm}} enterprise, the filters that you set apply to all child account groups and accounts. For more information, see Managing products for {{site.data.keyword.cloud_notm}} enterprise.

  1. Go to Manage > Catalogs > Settings in the {{site.data.keyword.cloud_notm}} console.
  2. Confirm that the visibility of the public catalog is set to On.
  3. In the What products are available? section, select Exclude all products in the {{site.data.keyword.cloud_notm}} catalog.
  4. Set one or more filters to customize what products are available by category.
  5. (Optional) Add exceptions to the filter rules that you set in the previous step.
  6. Use the Preview table to confirm your selections, and click Update.

Managing access to products for specific users in the console

{: #set-private-filters} {: ui}

Set filters at a private catalog level for fine-grained control of which products in the public catalog are available only to the users you choose.

  1. Go to Manage > Catalogs, Private catalogs in the {{site.data.keyword.cloud_notm}} console.

  2. Select a catalog from the list to navigate to its details page.

    The Products in the {{site.data.keyword.cloud_notm}} catalog table that's displayed on the page shows the list of products that are available at the account level. The availability is based on the filters the account owner or administrator set. Account-level filters apply to all the private catalogs in the account. {: tip}

  3. Click Manage filters.

  4. Select to include or exclude all products in the public catalog.

  5. Set one or more filters to customize what products are available by category.

  6. (Optional) Add exceptions to the filter rules that you set in the previous step.

  7. Click Update.

  8. Go to the Settings page and turn off the visibility of the public catalog.

  9. To give users access to work with the products in the private catalog, assign them the viewer role on the catalog management service.

For more detailed examples of how you can leverage filtering at the private catalog level, see Customizing your private catalogs.

Updating the visibility of the {{site.data.keyword.cloud_notm}} catalog by using the CLI

{: #set-public-visibility-cli} {: cli}

Users in your account have access to all products in the {{site.data.keyword.cloud_notm}} public catalog by default. You can make products available only to the users you choose by turning off visibility to the {{site.data.keyword.cloud_notm}} catalog and adding the products to your private catalogs. Use the following command to turn off visibility of the public catalog to all users in your account.

ibmcloud catalog filter hide-ibm-public-catalog

{: codeblock}

Managing access to products for all users by using the CLI

{: #set-account-filters-cli} {: cli}

You can use filters to manage which products in the public catalog are available to all users in your account. For example, you might want to restrict access to third-party products. Or, you might want users to work with a specific software type.

If your account is a parent account in an {{site.data.keyword.cloud_notm}} enterprise, the filters that you set apply to all child account groups and accounts. For more information, see Managing products for {{site.data.keyword.cloud_notm}} enterprise. {: tip}

  1. Create a new filter.

    ibmcloud catalog filter create [--catalog CATALOG] [--category CATEGORY] [--compliance COMPLIANCE] [--deployment-target TARGET] [--exclude-list LIST] [--include-all ALL] [--include-list LIST] [--offering-format FORMAT] [--pricing-plan PLAN] [--provider PROVIDER] [--release RELEASE] [--type TYPE]

    {: codeblock}

    When the --catalog CATALOG command is not specified, the filter is created at the account level.

  2. Target an account group by specifying the command option --account-group ACCOUNT GROUP.

  3. Update the filter to include or exclude a particular product or products. See the Catalog management CLI guidance for command options or run the ibmcloud catalog filter options command to retrieve the filter options for each filter category.

Managing access to products for specific users by using the CLI

{: #set-private-filters-cli} {: cli}

Set filters at a private catalog level for fine-grained control of which products in the public catalog are available only to the users you choose.

  1. Create a new filter.

    ibmcloud catalog filter create [--catalog CATALOG] [--category CATEGORY] [--compliance COMPLIANCE] [--deployment-target TARGET] [--exclude-list LIST] [--include-all ALL] [--include-list LIST] [--offering-format FORMAT] [--pricing-plan PLAN] [--provider PROVIDER] [--release RELEASE] [--type TYPE]

    {: codeblock}

    Make sure to specify the --catalog CATALOG command option. When --catalog CATALOG is not specified, the filter is created at the account level.

  2. Target an account group by specifying the command option --account-group ACCOUNT GROUP.

  3. Update the filter to include or exclude a particular product or products. See the Catalog management CLI guidance for command options or run the ibmcloud catalog filter options command to retrieve the filter options for each filter category.

Updating the visibility of the {{site.data.keyword.cloud_notm}} catalog by using the API

{: #set-public-visibility-api} {: api}

Users in your account have access to all products in the {{site.data.keyword.cloud_notm}} public catalog by default. You can make products available only to the users you choose by turning off visibility to the {{site.data.keyword.cloud_notm}} catalog and adding the products to your private catalogs. Use the following command to turn off visibility of the public catalog to all users in your account.

curl -X "PUT" "https://cm.globalcatalog.cloud.ibm.com/api/v1-beta/catalogaccount"
-H "accept: */*"
-H "Authorization: {iam-bearer-token}"
-d '{"id":"string","hide_IBM_cloud_catalog":true,"account_filters":{"include_all":true,"category_filters":{"additionalProp1":{"include":true,"filter":{"filter_terms":["string"]}},"additionalProp2":{"include":true,"filter":{"filter_terms":["string"]}},"additionalProp3":{"include":true,"filter":{"filter_terms":["string"]}}},"id_filters":{"include":{"filter_terms":["string"]},"exclude":{"filter_terms":["string"]}}}}'

{: codeblock}

Make sure the hide_IBM_cloud_catalog field has a Boolean value of true to hide the public catalog in this account. Alternatively, you can give the include_all field a Boolean value of false for each account_filters object to exclude all of the public catalog.

See the Catalog Management API{: external} for more information.

Managing access to products for all users by using the API

{: #set-account-filters-api} {: api}

You can use filters to manage which products in the public catalog are available to all users in your account. For example, you might want to restrict access to third-party products. Or, you might want users to work with a specific software type.

If your account is a parent account in an {{site.data.keyword.cloud_notm}} enterprise, the filters that you set apply to all child account groups and accounts. For more information, see Managing products for {{site.data.keyword.cloud_notm}} enterprise. {: tip}

curl -X "PUT" "https://cm.globalcatalog.cloud.ibm.com/api/v1-beta/catalogaccount"
-H "accept: */*"
-H "Authorization: {iam-bearer-token}"
-d '{"id":"string","hide_IBM_cloud_catalog":true,"account_filters":{"include_all":true,"category_filters":{"additionalProp1":{"include":true,"filter":{"filter_terms":["string"]}},"additionalProp2":{"include":true,"filter":{"filter_terms":["string"]}},"additionalProp3":{"include":true,"filter":{"filter_terms":["string"]}}},"id_filters":{"include":{"filter_terms":["string"]},"exclude":{"filter_terms":["string"]}}}}'

{: codeblock}

The options for {accountFilters} are: include_all, category_filters, and id_filters.

See the Catalog Management API{: external} for more information.

Managing access to products for specific users by using the API

{: #set-private-filters-api} {: api}

Set filters at a private catalog level for fine-grained control of which products in the public catalog are available only to the users you choose. The following example applies the filter id_filters where AdvancedMobileAccess-d6aece47-d840-45b0-8ab9-ad15354deeea is a product ID.

curl -X 'PUT' \
'https://cm.globalcatalog.cloud.ibm.com/api/v1-beta/catalogs/<catalog-id>'
 -H 'accept: application/json' \
 -H 'Content-Type: application/json' \
 -H "Authorization: ${IC_IAM_TOKEN}" \
 -d '{"label": "testcurlcatalog4", "short_description": "testing creating a catalog through curl", "catalog_filters": { "include_all": false, "id_filters": { "include": { "filter_terms": [ "AdvancedMobileAccess-d6aece47-d840-45b0-8ab9-ad15354deeea" ] } } }}'

{: codeblock}

See the Catalog Management API{: external} for more information.

Catalog filters

{: #catalog-filters-customize}

The following table lists the filters that you can use to customize which products in the public catalog are available to users in your account.

Option Description
AI / Machine Learning Products that enable systems to learn from data rather than through explicit programming.
Analytics Products that facilitate the analysis of data, typically large sets of business data, by the use of mathematics, statistics, and other means.
Blockchain Products that facilitate the process of recording transactions and tracking assets in a business network.
Compute Infrastructure resources that serve as the basis for building apps in the cloud.
Containers A standard unit of software that packages up code and all its dependencies so the app runs quickly and reliably from one computing environment to another.
Databases Products that provide some form of access to a database without the need for setting up physical hardware, installing software, or configuring for performance.
Developer tools Products that support developing, testing, and debugging software.
Integration Products that facilitate the connection of data, apps, APIs, and devices across an organization to be more efficient, productive, and agile.
Internet of Things Products that support receiving and transferring data over wireless networks without human intervention.
Logging and monitoring Products that support receiving and transferring data over wireless networks without human intervention.
Mobile Products with specific or special utility for users creatings things to be used on mobile devices.
Networking Products that support or augment the linking of computers so they can operate interactively.
Security Products that provide the protection of stored data from theft, leakage, and deletion.
Storage Products that support data to be created, read, updated, and deleted.
{: caption="Table 1. Options for filtering by category" caption-side="top"}
{: #category-custom}
{: tab-title="Category"}
{: tab-group="customcatalogfilters"}
{: class="simple-tab-table"}
{: summary="Use the buttons before the table to change the context of the table. The column headers identify the options for fitering based on filter type."}
Option Description
EU Supported Support for the service is provided by {{site.data.keyword.cloud_notm}} support team members that are located in the European Union (EU) region.
Financial Services Validated Services are designated as Financial Services Validated when the {{site.data.keyword.cloud_notm}} service or SaaS, or independent software vendor (ISV) offering, evidences compliance with the {{site.data.keyword.cloud_notm}} Framework for Financial Services.
HIPAA Enabled The service is designated as HIPAA ready, meaning processing, storing, and handling Protected Health Information (PHI) in the service is supported.
IAM-enabled The service is enabled to use {{site.data.keyword.cloud_notm}} Identity and Access Management (IAM) for access control. Access policies are used to assign users and service IDs access to specific resources in an account.
Service Endpoint Supported The service can be connected to over the {{site.data.keyword.cloud_notm}} private network instead of the public network. Connecting directly to service endpoints doesn't require internet access, providing increased security.
{: caption="Table 1. Options for filtering by compliance" caption-side="top"}
{: #compliance-custom}
{: tab-title="Compliance"}
{: tab-group="customcatalogfilters"}
{: class="simple-tab-table"}
{: summary="Use the buttons before the table to change the context of the table. The column headers identify the options for fitering based on filter type."}
Option Description
Cloud Paks A cloud solution that integrates a container platform, containerized {{site.data.keyword.IBM_notm}} middleware and open source components, and common software services for development and management.
Helm charts A format for packaging a collection of files that describe specific configurations of infrastructure in the form of code.
Operators A method of packaging and deploying a Kubernetes-native application.
OVA Images Open Virtual Appliance that contains a compressed installable version of a virtual machine.
Server Images A template that is used to create instances of virtual servers.
Starter kits An application pattern that can be integrated with services to generate a production-ready asset, which can be deployed directly into a DevOps pipeline and a Kubernetes cluster.
Terraform Infrastructure as code to deploy your application.
{: caption="Table 1. Options for filtering by delivery method" caption-side="top"}
{: #software-custom}
{: tab-title="Delivery method"}
{: tab-group="customcatalogfilters"}
{: class="simple-tab-table"}
{: summary="Use the buttons before the table to change the context of the table. The column headers identify the options for fitering based on filter type."}
Option Description
IBM {{site.data.keyword.containershort}} Used to create a Kubernetes cluster of compute hosts to deploy and manage containerized apps on {{site.data.keyword.cloud_notm}}.
{{site.data.keyword.bplong_notm}} Used for infrastructure as code automation by using terraform templates.
{{site.data.keyword.powerSys_notm}} Used to create a Power server that is distinct from the {{site.data.keyword.cloud_notm}} servers with separate networks and direct-attached storage. The internal networks are fenced but offer connectivity options to {{site.data.keyword.cloud_notm}} infrastructure or on-premises environments.
Red Hat OpenShift Used to create a {{site.data.keyword.openshiftshort}} cluster of compute hosts to deploy and manage containerized apps on {{site.data.keyword.cloud_notm}}.
VMware vCenter Server Provides deployment and management of VMware virtualized environments.
{: caption="Table 1. Options for filtering by deployment target" caption-side="top"}
{: #swdeploymenttargetfilters}
{: tab-title="Deployment target"}
{: tab-group="customcatalogfilters"}
{: class="simple-tab-table"}
{: summary="Use the buttons before the table to change the context of the table. The column headers identify the options for fitering based on filter type."}
Option Description
Free The service includes monthly free allowances for only Pay-As-You-Go or Subscription accounts.
Lite The pricing plan for the service is structured as a free quota. The quota might operate for a specific time period, for example, a month or on a one-off usage basis.
{: caption="Table 1. Options for filtering by pricing plan" caption-side="top"}
{: #pricingplan-svc}
{: tab-title="Pricing plan"}
{: tab-group="customcatalogfilters"}
{: class="simple-tab-table"}
{: summary="Use the buttons before the table to change the context of the table. The column headers identify the options for fitering based on filter type."}
Option Description
Beta The product is available for evaluation and testing purposes. Beta products are not intended for production use.
Deprecated The product is supported but no longer recommended and that might become obsolete.
{: caption="Table 1. Options for filtering by release" caption-side="top"}
{: #release-custom}
{: tab-title="Release"}
{: tab-group="customcatalogfilters"}
{: class="simple-tab-table"}
{: summary="Use the buttons before the table to change the context of the table. The column headers identify the options for fitering based on filter type."}
Option Description
HPC Products that enable High Performance Computing (HPC) workloads on {{site.data.keyword.cloud_notm}}. For more information, see High-performance computing on {{site.data.keyword.cloud_notm}}{: external}
SAP Certified An infrastructure service that is certified by SAP to run production SAP workloads. For more information, see {{site.data.keyword.ibm_cloud_sap}}.
Satellite Enabled A service that is enabled for use with {{site.data.keyword.cloud_notm}} Satellite. You can run apps consistently across on-premises, edge computing, and public cloud environments. For more information, see {{site.data.keyword.cloud_notm}} {{site.data.keyword.satelliteshort}}{: external}.
Quantum Technologies A service that is compatible with quantum technologies. For more information, see {{site.data.keyword.IBM_notm}} Quantum services{: external}.
{: caption="Table 1. Options for filtering by runtime environment" caption-side="top"}
{: #works-with-custom}
{: tab-title="Works with"}
{: tab-group="customcatalogfilters"}
{: class="simple-tab-table"}
{: summary="Use the buttons before the table to change the context of the table. The column headers identify the options for fitering based on filter type."}
Option Description
{{site.data.keyword.IBM_notm}} supported Products that are supported by {{site.data.keyword.cloud_notm}}.
Third party supported Products that are provided by individual service entities.
Community supported Products that are provided by open source communities.
{: caption="Table 1. Options for filtering by support type" caption-side="top"}
{: #support-type-custom}
{: tab-title="Support"}
{: tab-group="customcatalogfilters"}
{: class="simple-tab-table"}
{: summary="Use the buttons before the table to change the context of the table. The column headers identify the options for fitering based on filter type."}

You can also scope your view of the catalog by using the Provider filter to browse by individual providers, and the Location filter to view products available in specific regions. {: tip}