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HOLD FOR RELEASE: Add CMX VMs beta docs #3407

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@hyu hyu commented Jul 28, 2025

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@hyu hyu requested a review from a team as a code owner July 28, 2025 14:37
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@replicated-ci replicated-ci added type::docs Improvements or additions to documentation type::feature labels Jul 28, 2025
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@hyu hyu marked this pull request as draft July 28, 2025 15:17
replicated vm port rm VMID_OR_VMNAME
```

## Connect a CMX VM with a CMX Cluster
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Oo fancy.
Makes me wonder if we might want to consider how this content fits with or overlaps with https://docs.replicated.com/vendor/testing-ingress.
As in, do we want separate VMs and cluster networking pages?, where would this info live that touches on both?, do we want the headlines framed around "networking", "accessing your app in the cluster/VM", or maybe something else? etc

I don't really think this needs to be addressed as part of this PR, but something we can talk through

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Yes, let's discuss this! Very good questions.

ssh -T [email protected]
```

1. For the prompt `Are you sure you want to continue connecting (yes/no/[fingerprint])?`, type `yes` and press Enter.
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  1. For the prompt Are you sure you want to continue connecting (yes/no/[fingerprint])?, type yes and press Enter.

I got this output when I was testing. I assume you are just supposed to say Yes?

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Note from 8/4: we should clarify that you may or may not see this prompt.


```bash
replicated vm create --distribution ubuntu --version 20.04 --ssh-public-key ~/.ssh/id_rsa.pub --ssh-public-key ~/.ssh/id_ed25519.pub
```
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To automate the creation of VMs in your CI/CD workflows, you can use the flag --ssh-public-key to provide the SSH public key for a GitHub service account.

This section doesn't have any info about how to set up the service account/use it in your CI/CD workflows. I think that's fine for the first iteration of these docs, but one thing that might be important is how would the Vendor Portal be made aware of this service account?
Would we like to recommend that someone on the team needs to add the name of the service account in their Vendor Portal account? Or would be prefer the username override method?

replicated vm create --distribution ubuntu --version 22.04 --disk 50 --instance-type r1.medium
```

## Connect to a VM
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Note: I did some reorg here so that you have three methods listed for how to connect to a VM (previously, the steps on connecting manually were elsewhere).

I also moved the steps on how to transfer files to their own h2 section. My assumption was that it would be worthwhile to include steps just for how to connect, without also telling people how to transfer. If that's not a valid use case though, we can combine the "connect" and "copy files" sections into one. LMK.

@paigecalvert paigecalvert marked this pull request as ready for review August 1, 2025 19:47

* [**Direct SSH**](#direct-ssh): When you connect to a VM using direct SSH, you can use your SSH tool of choice and pass any client supported flags, without any added connection lag of being routed through the Compatibility Matrix Forwarder. Example use cases for direct SSH include transferring large assets such as air gap bundles to the VM using SCP, or passing specific SHH flags during testing workflows.

* [**Connect to a VM Manually**](#connect-to-a-vm-manually): If the above options are not supported with your preferred SSH client, you can connect to a VM manually.
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^ this "connect manually" doesn't need to be a totally different option. instead, just add it as an alternative to the vm ssh-endpoint command


:::note
You can also get the SSH endpoint and port in JSON format by running `replicated vm ls --output json`.
:::
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^ new note that replaces the "connect manually" steps

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paigecalvert previously approved these changes Aug 4, 2025
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@hyu updated based on our convo today and approved! marking as "hold for release", and I'll leave it to you to merge when you all are ready :)

@paigecalvert paigecalvert changed the title Add CMX VMs beta docs HOLD FOR RELEASE: Add CMX VMs beta docs Aug 4, 2025
Co-authored-by: Kyle Squizzato <[email protected]>
Co-authored-by: Josh De Winne <[email protected]>
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