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Boundary Docs: Configure workers refactor - #3077

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rab-boundary-worker-usage-docs-refactor
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Boundary Docs: Configure workers refactor#3077
stellarsquall wants to merge 7 commits into
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rab-boundary-worker-usage-docs-refactor

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@stellarsquall stellarsquall commented Aug 10, 2026

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Description

Refactors the Boundary workers documentation and rebuilds the diagrams it depends on. The workers book previously mixed registration methods, lifecycle operations, and troubleshooting into a few overloaded pages, with no coverage of day-two operations.

Reviewable as five commits, in order:

  1. Add rebuilt diagram assets — 16 PNGs, eight diagrams with light and dark variants.

  2. Refresh worker UI screenshots from 12 Admin UI captures. Four light/dark pairs had mismatched dimensions, which made images jump on theme toggle; all six pairs now match.

  3. Restructure workers documentation

    • Splits workers/registration into an overview plus one page per method (controller-led, worker-led, external KMS)
    • Adds workers/start, workers/manage, workers/troubleshoot
    • Restructures multi-hop into Enterprise and HCP siblings, adds downstream worker authentication
    • Extracts eight partials to remove duplication across the workers and self-managed deployment books
    • Reorders nav so routing concepts precede multi-hop, which depends on them
    • Standardizes on "intermediate" over "intermediary"
  4. Point remaining pages at rebuilt diagrams. Six image references outside the workers book, plus rewritten alt text.

  5. Remove superseded diagram originals. Eight orphaned files, copies retained in v0.20.x and v0.21.x.

Validation

Worker usage procedures for all workflows were run against a live HCP Boundary cluster using docker workers, which surfaced several corrections to existing docs:

  • The TLS handshake troubleshooting entry attributed the error solely to a KMS key mismatch. Stale worker credentials produce the identical error and are likely more common — now documented as the first cause.
  • Worker-led registration was missing its final step. The Admin UI keeps you on the form after Register Worker; Cancel becomes Done, which returns to the Workers page.
  • SIGHUP reloads six configuration values, not the three previously listed.
  • The worker-deployment diagram labelled its availability zones AZ 1 / AZ 2 / AZ 2.
  • Worker cleanup and re-registration existed only as troubleshooting symptoms with no discoverable heading. Verified the mechanism end to end: a worker restarted with a stale nodecreds directory generates no new activation token and cannot re-register.

Terraform examples were checked with validate and plan, filters.mdx was missing a required scope_id.

No redirects needed. registration.mdx → registration/index.mdx serves the same route, and no routes were removed.
Seven routes added.

Links

Jira: Worker Refactor ticket
Jira: Worker cleanup and re-registration
Jira: Self-managed worker KMS updates
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Contributor checklists

Review urgency:

  • ASAP: Bug fixes, broken content, imminent releases
  • 3 days: Small changes, easy reviews
  • 1 week: Default expectation
  • Best effort: No urgency

Pull request:

  • Verify that the PR is set to merge into the correct base branch
  • Verify that all status checks passed
  • Verify that the preview environment deployed successfully
  • Add additional reviewers if they are not part of assigned groups

Content:

  • I added redirects for any moved or removed pages
  • I followed the Education style guide
  • I looked at the local or Vercel build to make sure the content rendered correctly

Adds 16 PNGs covering eight diagrams, each rebuilt with light/dark variants:

  concepts-multihop      multi-hop session flow
  multi-hop-workers      worker chain and upstream direction
  worker-tags            tag-based session routing
  worker-deployment      recommended worker deployment
  single-region          single-region controller deployment
  boundary-architecture  HCP Boundary on AWS
  data-at-rest           storage encryption
  data-in-transit        session encryption

This commit only adds files. No page references them yet and theoriginals
remain in place, so the build is unchanged.
Replaces 12 Admin UI screenshots used by the workers, filters, and
session recording pages. Filenames are unchanged, so no page
references are affected.

Four light/dark pairs had mismatched dimensions, which made the image
jump when a reader switched themes. All six pairs now match.
Reorganizes the workers usage docs book around the deployment lifecycle
and splits bloated content into new pages.

Registration:
  Splits workers/registration.mdx into an overview plus one page per
  method: controller-led, worker-led, and external KMS. The overview
  compares the three so readers can choose. Inbound links in the Helm
  chart and data encryption pages are updated to the new paths.

New lifecycle pages:
  Adds workers/start, workers/manage, and workers/troubleshoot,
  covering how to start and verify a worker, day-two operations
  (tags, config reload, graceful shutdown, upgrade, decommission,
  cleanup and re-registration), and ten symptom-driven troubleshooting
  entries.

Multi-hop:
  Restructures the multi-hop book into siblings for Enterprise and HCP,
  and adds a page on authenticating downstream workers with a separate
  KMS trust domain. Standardizes on "intermediate" rather than
  "intermediary".

Shared content:
  Extracts eight partials so worker configuration, registration steps,
  verification output, and filter examples are written once and reused
  across the workers and self-managed deployment books.

Navigation:
  Moves "Route traffic through a worker" and "Configure a worker
  filter" ahead of the multi-hop section, which depends on both. The
  procedural path (create, start, register) stays unbroken.

Also documents worker cleanup and re-registration, and corrects the
TLS handshake troubleshooting entry by adding stale worker credentials
that produce the same error.
Updates the six image references that live outside the workers book,
so every diagram on these pages now resolves to the light and dark
variants added earlier:

- architecture/recommended-architecture: single-region, worker-deployment
- concepts/workers: worker-tags
- secure/security-model, boundary-architecture, data-at-rest, data-in-transit

Alt text is rewritten in the same pass.

No prose changes. These pages only contain image references.
Deletes the eight single-theme diagrams replaced by the light/dark
variants added earlier in this branch:

- concepts-multihop.png
- multi-hop-workers.png
- worker-tags.png
- worker-deployment.png
- single-region.png
- security-model/boundary-architecture.png
- security-model/data-at-rest.png
- security-model/data-in-transit.png

No file in v1.0.x references these paths anymore. Older versions keep
their own copies, so earlier versions should not be affected.
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Broken Link Checker

This PR contains broken links, but won't be blocked. Use this report to improve content quality:

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  • Internal links (HashiCorp sites): Please fix these - they impact user experience
  • External links: Consider if these are essential or can be updated/removed
  • Temporary issues: External sites may recover - check again before merging

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@stellarsquall
stellarsquall marked this pull request as ready for review August 10, 2026 23:52
@stellarsquall
stellarsquall requested review from a team as code owners August 10, 2026 23:52
@stellarsquall stellarsquall changed the title Boundary Docs Boundary Docs: Configure workers refactor Aug 11, 2026
stellarsquall added a commit that referenced this pull request Aug 12, 2026
<!--
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destination.

For more information, refer to **Change the branch range and destination
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(https://docs.github.com/en/pull-requests/collaborating-with-pull-requests/proposing-changes-to-your-work-with-pull-requests/creating-a-pull-request).

To update:

- Existing content

  Choose **base: main** to update existing documentation.
  Your content will be published when the PR is merged.

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  Choose the branch for the relevant upcoming Boundary release.
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release branch you are looking for:

  - Choose the `main` branch.
  - Add the "do not merge" label.
  - Convert the PR to a DRAFT.
  - Explain the update in the **Description**.

**Back porting to older versions**

This repo stores versioned documentation in folders instead of branches.
There are no backport labels.
If your update applies to multiple versions, you must update the content
in each of the corresponding version folders.

For example, you make an update to the Boundary code in the current
release, 0.21.0, and back port it to versions 0.20.x and 0.19.x.
To document the update for each of the relevant versions, you would
update the documentation in the v0.21.x, v0.20.x, and v0.19.x folders.
-->

## Description

<!--
Describe why you're making this change and point out any important
details the reviewers
should be aware of.
-->

Rebuilds nine Boundary diagrams with light and dark variants, and
commits the SVG sources for all rebuilt diagrams so they can be edited
rather than redrawn.

This is the second of two diagram PRs. The first covers the diagrams in
the workers documentation branch; the two sets are completely disjoint
and touch no common files:

[Boundary Docs: Configure workers refactor -
#3077](#3077)

Four commits, in order:

**1. Add rebuilt diagram assets** — 18 PNGs, nine diagrams with light
and dark variants, rebuilt from the Helios design system (Flight Icons
v5.0.0). `how-boundary-works` was already a themed pair, so those two
files are replaced in place under the same filenames.

**2. Point pages at the rebuilt diagrams** — six references across four
pages.

**3. Remove superseded and unreferenced originals** — eight deletions.

**4. Add SVG sources** — 34 files under
`content/boundary/v1.0.x/diagram-sources/`, deliberately outside `img/`
so they aren't served as static assets.

### Diagrams

| Diagram | Page |
|---|---|
| `boundary-domain-model-overview` | Domain model |
| `component-relationship` | Domain model |
| `credential-brokering` | Credential management |
| `credential-injection` | Credential management |
| `iam-example-structure` | Identity and access management |
| `pagination-workflow` | API pagination |
| `how-boundary-works` | Workers (replaced in place) |
| `architecture-overview` | not referenced |
| `boundary` | not referenced |

### Notes for reviewers

**The credential pair now shows the distinction it exists to
illustrate.** `credential-brokering` and `credential-injection` were
near-identical images, and in both the User box was drawn disconnected
from everything else. The red credential path now terminates where the
prose says it does — at the **user** for brokering, at the **worker**
for injection, with the worker authenticating to the server on the
user's behalf. That contrast was previously invisible.

**Two references had empty alt text** —
`![](/img/boundary-domain-model-overview.jpg)` and
`![](/img/component-relationship.png)` — so screen readers announced
nothing on the domain model page. All six references now describe their
diagram.

**The domain model overview changes file type**, `.jpg` → `.png`. No
page redirect is needed (no routes moved), but any external link
directly to the old image path will 404.

**Two diagrams are intentionally unreferenced.** `architecture-overview`
and `boundary` were already orphaned on `main` — they went unused when
`what-is-boundary`, `getting-started`, and `oss/installing` were
restructured after v0.12.x. This PR removes the stale originals and adds
rebuilt pairs, so the branch carries four unreferenced files where
`main` carried two. These assets may be removed in the future if there
is no use for them going forward.

**Eight SVG sources have no matching image here.** They belong to the
diagrams in the workers branch on PR 3077. If that PR's diagrams change
in review, these sources and those PNGs will drift — merging this after
it avoids that.

Older version folders are untouched; every deleted file remains
byte-identical in v0.18.x–v0.21.x (and v0.7.x–v0.12.x for the two
orphans).

## Links
<!--
Include links to any associated pull requests, GitHub issues, or
documentation that is relevant to this update.

// GH-Jira integration generates the link and updates the Jira ticket.
Jira: [<jira-ticket-number>]  // for example, Jira: [ICU-1234]

GitHub Issue: <issue-link>
-->


[Jira
ticket](https://hashicorp.atlassian.net/browse/SPE-1816?atlOrigin=eyJpIjoiMTYyMzdjMTI1ZDUxNDM0MTljNjc5ZmMyZDg1ODNmNDMiLCJwIjoiaiJ9)
[PR #3077: Configure workers
refactor](#3077)

## Contributor checklists

<!--
Help your reviewer understand the type of review you need by selecting
the scope and urgency.
-->

Review urgency:

- [ ] ASAP: Bug fixes, broken content, imminent releases
- [ ] 3 days: Small changes, easy reviews
- [x] 1 week: Default expectation
- [ ] Best effort: No urgency

Pull request:

- [ ] Verify that the PR is set to merge into the correct base branch
- [ ] Verify that all status checks passed
- [ ] Verify that the preview environment deployed successfully
- [ ] Add additional reviewers if they are not part of assigned groups

Content:

- [ ] I added redirects for any moved or removed pages
- [ ] I followed the [Education style
guide](https://github.com/hashicorp/web-unified-docs/tree/main/docs/style-guide)
- [ ] I looked at the local or Vercel build to make sure the content
rendered correctly


[ICU-1234]:
https://hashicorp.atlassian.net/browse/ICU-1234?atlOrigin=eyJpIjoiNWRkNTljNzYxNjVmNDY3MDlhMDU5Y2ZhYzA5YTRkZjUiLCJwIjoiZ2l0aHViLWNvbS1KU1cifQ
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