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9 changes: 9 additions & 0 deletions docs/solutions/resource-self-service-v2/_category_.json
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{
"label": "Resource self-service v2",
"collapsible": true,
"collapsed": true,
"position": 2,
"customProps": {
"description": "Next-generation resource self-service solution"
}
}
64 changes: 64 additions & 0 deletions docs/solutions/resource-self-service-v2/developer.md
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---
title: "Developer"
sidebar_position: 3
---

# As a Developer...


## User stories


### 🚀 I want to provision a complete development stack so that I can start building features immediately without waiting for infrastructure setup

**Implementation guides:**
- [Create self-service actions](/actions-and-automations/create-self-service-experiences/setup-the-action/)
- [Environment provisioning templates](/guides/all/self-service-environments)

---

### 📦 I want to request a database instance with proper configuration so that I can store my application data without waiting for manual provisioning

**Implementation guides:**
- [Database provisioning action](/actions-and-automations/create-self-service-experiences/setup-the-action/aws/provision-rds-instance)
- [AWS RDS integration](/build-your-software-catalog/sync-data-to-catalog/cloud-providers/aws/aws-rds)

---

### 🗂️ I want to create storage resources with proper IAM policies so that I can securely store and access my application data

**Implementation guides:**
- [S3 bucket creation action](/actions-and-automations/create-self-service-experiences/setup-the-action/aws/create-s3-bucket)
- [Azure storage provisioning](/actions-and-automations/create-self-service-experiences/setup-the-action/azure/create-storage-account)

---

### 🔧 I want to deploy my containerized application to Kubernetes so that I can run my application with proper resource limits and networking

**Implementation guides:**
- [Kubernetes deployment action](/actions-and-automations/create-self-service-experiences/setup-the-action/kubernetes/deploy-application)
- [ArgoCD application creation](/actions-and-automations/create-self-service-experiences/setup-the-action/argocd/create-application)

---

### 📊 I want to view my team's resource consumption and costs so that I can make informed decisions about resource optimization

**Implementation guides:**
- [Create cost dashboards](/customize-pages-dashboards-and-plugins/page/dashboard-page)
- [Resource usage widgets](/customize-pages-dashboards-and-plugins/page/dashboard-page#table-widget)

---

### 🔄 I want to scale, update, or decommission resources so that I can efficiently manage costs and keep my infrastructure clean

**Implementation guides:**
- [Resource lifecycle actions](/actions-and-automations/create-self-service-experiences/setup-the-action/)
- [Scheduled resource cleanup](/actions-and-automations/define-automations/automation-templates)

## Next steps

Once you've implemented the developer experience:

1. Configure [manager experience](./manager.md) for resource oversight
2. Set up [platform engineer experience](./platform-engineer.md) for governance
3. Review the complete [solution overview](./overview.md)
71 changes: 71 additions & 0 deletions docs/solutions/resource-self-service-v2/manager.md
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---
title: "Manager"
sidebar_position: 4
---

# Manager experience

Provide engineering managers with visibility and control over their team's resource consumption and costs.

## User stories

### As an engineering manager...

### 💰 I want to view real-time cloud costs and usage trends so that I can manage my team's budget effectively

**Implementation guides:**
- [Cost tracking dashboard](/customize-pages-dashboards-and-plugins/page/dashboard-page)
- [AWS cost integration](/build-your-software-catalog/sync-data-to-catalog/cloud-providers/aws/aws-cost-intelligence)
- [Number widget for cost metrics](/customize-pages-dashboards-and-plugins/page/dashboard-page#number-widget)

---

### ✅ I want to review and approve high-cost resource requests so that I can control team spending and ensure proper resource allocation

**Implementation guides:**
- [Approval workflows](/actions-and-automations/create-self-service-experiences/set-self-service-actions-rbac/#configure-manual-approval-for-self-service-actions)
- [Conditional approvals](/actions-and-automations/create-self-service-experiences/set-self-service-actions-rbac/#configure-conditional-approval)

---

### 📈 I want to view dashboards showing resource efficiency so that I can optimize capacity planning and identify waste

**Implementation guides:**
- [Resource utilization dashboard](/customize-pages-dashboards-and-plugins/page/dashboard-page)
- [Table widget for resource metrics](/customize-pages-dashboards-and-plugins/page/dashboard-page#table-widget)
- [Chart widget for trends](/customize-pages-dashboards-and-plugins/page/dashboard-page#pie-chart-widget)

---

### 🎯 I want to set spending limits and receive alerts so that I can prevent budget overruns and control costs

**Implementation guides:**
- [Budget tracking scorecards](/promote-scorecards/create-scorecard)
- [Automated budget alerts](/actions-and-automations/define-automations/)
- [Webhook notifications](/actions-and-automations/setup-backend/webhook/)

---

### 🔍 I want to see a history of all resource requests and their outcomes so that I can ensure compliance and optimize resource usage

**Implementation guides:**
- [Audit logs dashboard](/customize-pages-dashboards-and-plugins/page/dashboard-page)
- [Action run history](/actions-and-automations/reflect-action-progress/)
- [Changelog tracking](/build-your-software-catalog/setup-catalog-data-model/define-your-data-model/setup-blueprint/properties/calculation-property)

---

### 🚨 I want immediate alerts when team members violate policies so that I can quickly address compliance issues

**Implementation guides:**
- [Policy violation alerts](/actions-and-automations/define-automations/)
- [Slack notifications](/actions-and-automations/setup-backend/slack/)
- [Email notifications](/actions-and-automations/setup-backend/email/)

## Next steps

Once you've configured the manager experience:

1. Set up [developer experience](./developer.md) for self-service capabilities
2. Configure [platform engineer experience](./platform-engineer.md) for governance
3. Review the complete [solution overview](./overview.md)
64 changes: 64 additions & 0 deletions docs/solutions/resource-self-service-v2/overview.md
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---
title: "Overview"
sidebar_position: 1
---

# Resource self-service v2

Transform your organization's resource provisioning with Port's comprehensive self-service solution. Enable developers to provision resources instantly while maintaining governance and control for platform teams.

## Solution demo


*Watch how developers request resources, managers track usage, and platform engineers maintain control—all in one unified experience.*

<video controls width="100%" style={{maxWidth: '800px', margin: '20px 0'}}>
<source src="/video/resource-self-service-demo.mp4" type="video/mp4" />
Your browser does not support the video tag.
</video>
:::tip You can play with it!
Check out our [Resource Self Service Demo](https://demo.getport.io)
:::




## Experience by persona

### 👨‍💻 Developer

**Self-serve resources instantly**
- Request cloud resources through intuitive forms
- Track provisioning status in real-time
- Access resources immediately upon approval

![Developer Dashboard](/img/solutions/resource-self-service/developer-dashboard.png)


### 👨‍💼 Manager
**Monitor team resources and costs**
- View team resource consumption
- Track spending and usage trends
- Approve high-impact resource requests

![Manager Dashboard](/img/solutions/resource-self-service/manager-dashboard.png)

### 🛠️ Platform engineer

**Maintain governance at scale**
- Define resource templates and policies
- Monitor compliance across all environments
- Automate approvals with custom workflows

![Platform Engineer Dashboard](/img/solutions/resource-self-service/platform-engineer-dashboard.png)


## What you'll build

By the end of this solution, you'll have:

- **Self-service catalog** - Developers can request resources through standardized templates
- **Approval workflows** - Automated governance with manager and platform team oversight
- **Resource tracking** - Complete visibility into resource lifecycle and costs
- **Multi-cloud support** - Provision resources across AWS, Azure, GCP, and Kubernetes
- **Compliance automation** - Built-in policy enforcement and audit trails
90 changes: 90 additions & 0 deletions docs/solutions/resource-self-service-v2/platform-engineer.md
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---
title: "Platform engineer"
sidebar_position: 5
---

# Platform engineer experience

Empower platform engineers to maintain governance, security, and operational excellence while enabling developer self-service at scale.

## User stories

### As a platform engineer...

### 🏗️ I want to define reusable resource templates so that I can enforce security policies and organizational standards

**Implementation guides:**
- [Create self-service actions](/actions-and-automations/create-self-service-experiences/setup-the-action/)
- [Action input validation](/actions-and-automations/create-self-service-experiences/setup-the-action/#user-inputs)
- [Resource templates with Terraform](/actions-and-automations/setup-backend/terraform/)

---

### 🛡️ I want to ensure all provisioned resources follow security best practices so that I can maintain compliance automatically

**Implementation guides:**
- [Input validation rules](/actions-and-automations/create-self-service-experiences/setup-the-action/#user-inputs)
- [Policy enforcement with OPA](/actions-and-automations/setup-backend/opa/)
- [Compliance scorecards](/promote-scorecards/create-scorecard)

---

### 🎛️ I want granular control over resource provisioning permissions so that I can ensure proper access management across environments

**Implementation guides:**
- [RBAC for self-service actions](/actions-and-automations/create-self-service-experiences/set-self-service-actions-rbac/)
- [Team-based permissions](/sso-rbac/rbac/rbac/)
- [Environment-specific access](/sso-rbac/rbac/rbac-to-ports-resources/)

---

### 📊 I want comprehensive dashboards showing all resources so that I can monitor infrastructure across teams and environments

**Implementation guides:**
- [Infrastructure overview dashboard](/customize-pages-dashboards-and-plugins/page/dashboard-page)
- [Multi-cloud resource catalog](/build-your-software-catalog/sync-data-to-catalog/cloud-providers/)
- [Resource relationship mapping](/build-your-software-catalog/define-your-data-model/relate-blueprints/)

---

### 🔄 I want to automatically manage resource lifecycle so that I can optimize costs and maintain clean infrastructure

**Implementation guides:**
- [Automation rules](/actions-and-automations/define-automations/)
- [Scheduled resource cleanup](/actions-and-automations/define-automations/automation-templates)
- [Auto-scaling policies](/actions-and-automations/setup-backend/terraform/)

---

### 🚨 I want real-time monitoring and automated alerts so that I can quickly respond to infrastructure issues

**Implementation guides:**
- [Infrastructure monitoring dashboard](/customize-pages-dashboards-and-plugins/page/dashboard-page)
- [Health check automations](/actions-and-automations/define-automations/)
- [PagerDuty integration](/actions-and-automations/setup-backend/pagerduty/)

---

### 💸 I want visibility into cost patterns and automated policies so that I can prevent resource waste and optimize spending

**Implementation guides:**
- [Cost optimization dashboard](/customize-pages-dashboards-and-plugins/page/dashboard-page)
- [Unused resource detection](/promote-scorecards/create-scorecard)
- [Automated cost alerts](/actions-and-automations/define-automations/)

---

### 📝 I want detailed logs of all resource provisioning activities so that I can provide security audits and compliance reporting

**Implementation guides:**
- [Audit logging setup](/build-your-software-catalog/customize-integrations/configure-data-model/setup-catalog-data-model/properties/changelog-destination)
- [Compliance reporting dashboard](/customize-pages-dashboards-and-plugins/page/dashboard-page)
- [Export audit data](/api-reference/get-all-catalog-entities)

## Next steps

Once you've configured the platform engineer experience:

1. Enable [developer experience](./developer.md) for self-service capabilities
2. Set up [manager experience](./manager.md) for resource oversight
3. Review the complete [solution overview](./overview.md)
53 changes: 53 additions & 0 deletions docs/solutions/resource-self-service-v2/prerequisites.md
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---
title: "Prerequisites"
sidebar_position: 2
---

# Prerequisites

Before implementing the resource self-service solution, ensure you have the following integrations and ownership setup in place.

## Required integrations

### Cloud providers
Install at least one of the following cloud provider integrations:

- **[AWS integration](/build-your-software-catalog/sync-data-to-catalog/cloud-providers/aws)** - For EC2, RDS, S3, and other AWS services
- **[Azure integration](/build-your-software-catalog/sync-data-to-catalog/cloud-providers/azure)** - For Azure VMs, Storage, and databases
- **[GCP integration](/build-your-software-catalog/sync-data-to-catalog/cloud-providers/gcp)** - For Compute Engine, Cloud Storage, and Cloud SQL

### Container orchestration
Choose your container platform:

- **[Kubernetes integration](/build-your-software-catalog/sync-data-to-catalog/kubernetes)** - For namespace and workload management
- **[ArgoCD integration](/build-your-software-catalog/sync-data-to-catalog/kubernetes/argocd)** - For GitOps-based deployments

## Setup ownership

### Team structure
Ensure clear ownership hierarchy:

1. **Platform team** - Owns templates, policies, and governance
2. **Engineering managers** - Approve team resource requests
3. **Developers** - Request and manage their resources



### Setup ownership

1. **[Setup catalog ownership in Port](/build-your-software-catalog/set-catalog-rbac/examples#teams-and-ownership)** - Configure team ownership for your software catalog entities

2. **[Setup cloud ownership](/build-your-software-catalog/sync-data-to-catalog/cloud-providers/)** - Configure ownership tracking for your cloud resources

## Verification checklist

Before proceeding, verify:

- [ ] At least one cloud provider integration is active
- [ ] Container platform integration is configured (if using containers)
- [ ] IaC integration is connected (if using Terraform/Pulumi)
- [ ] Port teams are created and users are assigned
- [ ] Team ownership hierarchy is defined
- [ ] Cloud ownership is configured for your resources

Once these prerequisites are met, you can proceed to configure the solution for each persona.
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