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(AB#270662) Document preview.8 release #262

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250 changes: 247 additions & 3 deletions dsc/docs-conceptual/dsc-3.0/changelog.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,7 +3,7 @@ title: "Desired State Configuration changelog"
description: >-
A log of the changes for releases of DSCv3.
ms.topic: whats-new
ms.date: 05/09/2024
ms.date: 06/24/2024
---

# Changelog
Expand Down Expand Up @@ -46,7 +46,7 @@ This section includes a summary of user-facing changes since the last release. F
changes since the last release, see the [diff on GitHub][unreleased].

<!-- Unreleased comparison link - always update version to match last release tag-->
[unreleased]: https://github.com/PowerShell/DSC/compare/v3.0.0-preview.7...main
[unreleased]: https://github.com/PowerShell/DSC/compare/v3.0.0-preview.8...main

<!--
Unreleased change entry instructions:
Expand All @@ -73,6 +73,232 @@ changes since the last release, see the [diff on GitHub][unreleased].

<!-- Unreleased change links -->

## [v3.0.0-preview.8][release-v3.0.0-preview.8] - 2024-06-19

This section includes a summary of changes for the `preview.8` release. For the full list of changes
in this release, see the [diff on GitHub][compare-v3.0.0-preview.8].

<!-- Release links -->
[release-v3.0.0-preview.8]: https://github.com/PowerShell/DSC/releases/tag/v3.0.0-preview.8 "Link to the DSC v3.0.0-preview.8 release on GitHub"
[compare-v3.0.0-preview.8]: https://github.com/PowerShell/DSC/compare/v3.0.0-preview.7...v3.0.0-preview.8

### Changed

- Changed the `Microsoft.DSC/PowerShell` adapter to only handle PowerShell DSC Resources
implemented as classes. The `Microsoft.Windows/WindowsPowerShell` adapter continues to work with
classic PSDSC resources. Neither adapter supports composite PSDSC resources. This change
simplified the code and coincided with ensuring that the `Microsoft.DSC/PowerShell` adapter works
correctly on Linux and macOS as well as Windows. This change also brought performance
improvements to the adapter, speeding up resource invocation and discovery.

<details><summary>Related work items</summary>

- Issues: _None_.
- PRs:
- [#435][#435]
- [#439][#439]

</details>

### Added

- Added the [`--what-if` (`-w`)][p8-01] option to the [dsc config set][cmd-cset] command. When you
call `dsc config set` with the `--what-if` option, DSC doesn't actually invoke the resources to
enforce the desired state. Instead, it returns the expected output for the command, showing the
before and after state for each resource instance.

The output for the `dsc config set` operation with the `--what-if` operation is the same as an
[actual configuration set operation][p8-02], except that the metadata field
[executionType][p8-03] is set to `WhatIf` instead of `Actual`.

By default, the generated output is synthetic, based on the results of the resources' `test`
operation. Resources can define the [whatIf][p8-04] property in their resource manifest to
participate in what-if operations, reporting more specifically how they will change the system.
For example, participating resources could indicate whether an actual set operation will require
a reboot or whether the current user has the correct permissions to manage that resource
instance.

Participating resources have the [WhatIf capability][p8-05].

<details><summary>Related work items</summary>

- Issues: [#70][#70]
- PRs:
- [#400][#400]
- [#441][#441]

</details>

- Added support for [importer resources][p8-06]. These resources resolve external sources to a
nested DSC Configuration document. The resolved instances are processed as nested resource
instances.

This required some updates to the schemas, all backwards-compatible:

- Added a new [resourceKind][p8-07] named `Import`.
- Added the [resolve][p8-08] command to resource manifests.
- Added the new [`Resolve`][p8-09] capability, returned in the output for the
[dsc resource list][cmd-rlist] command when DSC discovers an importer resource.

<details><summary>Related work items</summary>

- Issues: [#429][#429]
- PRs:
- [#412][#412]
- [#464][#464]

</details>

- Added the `Microsoft.DSC/Include` importer resource to resolve instances from an external
configuration document. The resolved instances are processed as nested instances for the
`Microsoft.DSC/Include` resource instance.

You can use this resource to write smaller configuration documents and compose them as needed.
For example, you could define a security baseline and a web server configuration separately, then
combine them for a given application:

```yaml
$schema: &schema https://raw.githubusercontent.com/PowerShell/DSC/main/schemas/2024/04/config/document.json
resources:
# Group of included baseline configurations
- name: Baselines
type: Microsoft.DSC/Group
properties:
$schema: *schema
resources:
- name: Security Baseline
type: Microsoft.DSC/Include
properties:
configurationFile: security_baseline.dsc.yaml
parametersFile: security_baseline.parameters.yaml
- name: Web Server Baseline
type: Microsoft.DSC/Include
properties:
configurationFile: web_baseline.dsc.yaml
parametersFile: web_baseline.parameters.yaml
dependsOn:
- "[resourceId('Microsoft.DSC/Include', 'Security Baseline')]"

# application configuration instances, all depend on the baselines
- name: Application configuration
type: MyApp/Settings
properties:
someSetting: someValue
dependsOn:
- "[resourceId('Microsoft.DSC/Group', 'Baselines')]"
```

<details><summary>Related work items</summary>

- Issues: [#429][#429]
- PRs: [#412][#412]

</details>

- Added caching for PowerShell Desired State Configuration (PSDSC) resources when using the
`Microsoft.DSC/PowerShell` and `Microsoft.Windows/PowerShell` adapters. The adapters use the
cache to speed up resource discovery. The performance improvement reduced the resource list time
under tests from eight seconds to two seconds, and reduced invocation operation times by half.

The adapters cache the resources in the following locations, depending on your platform:

| Adapter | Platform | Path |
| :----------------------------: | :------: | :---------------------------------------------- |
| `Microsoft.DSC/PowerShell` | Linux | `$HOME/.dsc/PSAdapterCache.json` |
| `Microsoft.DSC/PowerShell` | macOS | `$HOME/.dsc/PSAdapterCache.json` |
| `Microsoft.DSC/PowerShell` | Windows | `%LOCALAPPDATA%\dsc\PSAdapterCache.json` |
| `Microsoft.Windows/PowerShell` | Windows | `%LOCALAPPDATA%\dsc\WindowsPSAdapterCache.json` |

The adapters check whether the cache is stale on each run and refresh it if:

- The `PSModulePath` environmental variable is updated.
- Any module is added or removed from the `PSModulePath`.
- Any related files in a cached PSDSC resource module has been updated since the cache was
written. The adapter watches the `LastWriteTime` of module files with the following extensions:
`.ps1`, `.psd1`, `.psm1`, and `.mof`.

<details><summary>Related work items</summary>

- Issues: [#371][#371]
- PRs: [#432][#432]

</details>

- Added the `DSC.PackageManagement/Apt` resource for managing software on systems that use the
advanced package tool (APT). In this release, you can use the resource to:

- Install the latest version of a package.
- Uninstall a package.
- Get the current state of a package.
- Export every installed package as a DSC resource instance.

<details><summary>Related work items</summary>

- Issues: _None_.
- PRs: [#434][#434]

</details>

- Added the `Microsoft.DSC.Experimental/SystemctlService` class-based PSDSC resource. It has the
`Get` and `Export` [capabilities][p8-10]. You can use it on Linux systems that manage services
with SystemD and `systemctl`. In this release, it doesn't support setting services.

<details><summary>Related work items</summary>

- Issues: _None_.
- PRs: [#454][#454]

</details>

### Fixed

- Fixed the JSON Schema for [exit codes][p8-11] in the resource manifest to support negative
integers. Prior to this release, the DSC engine supported negative exit codes but the JSON Schema
forbid them.

<details><summary>Related work items</summary>

- Issues: [#407][#407]
- PRs: [#410][#410]

</details>

- Fixed the behavior of the [int()][int()] configuration function to error when given an input
value other than a string or integer. Prior to this release, when you specified a number with
a fractional part as input for the function, it coerced the input value to an integer representing
the fractional part. Starting with this release, the `int()` function raises an invalid input
error when the input value isn't a string or an integer.

<details><summary>Related work items</summary>

- Issues: [#390][#390]
- PRs: [#438][#438]

</details>

- Fixed the implementation to retrieve non-zero exit code descriptions for resource errors from the
resource manifest, if defined. Prior to this release, these error descriptions weren't surfaced.

<details><summary>Related work items</summary>

- Issues: [#431][#431]
- PRs: [#444][#444]

</details>

<!-- Preview.8 links -->
[p8-01]: reference/cli/config/set.md#-w---what-if
[p8-02]: reference/schemas/outputs/config/set.md
[p8-03]: reference/schemas/metadata/Microsoft.DSC/properties.md#executiontype
[p8-04]: reference/schemas/resource/manifest/whatif.md
[p8-05]: reference/schemas/outputs/resource/list.md#capability-whatif
[p8-06]: reference/schemas/definitions/resourceKind.md#importer-resources
[p8-07]: reference/schemas/definitions/resourceKind.md
[p8-08]: reference/schemas/resource/manifest/resolve.md
[p8-09]: reference/schemas/outputs/resource/list.md#capability-resolve
[p8-10]: reference/schemas/outputs/resource/list.md#capabilities
[p8-11]: reference/schemas/resource/manifest/root.md#exitcodes

## [v3.0.0-preview.7][release-v3.0.0-preview.7] - 2024-04-22

This section includes a summary of changes for the `preview.7` release. For the full list of changes
Expand Down Expand Up @@ -127,7 +353,7 @@ in this release, see the [diff on GitHub][compare-v3.0.0-preview.7].

</details>

- <a id="rename-provider-to-adapter" /> In this release, the term `DSC Resource Provider` is
- <a id="rename-provider-to-adapter"></a> In this release, the term `DSC Resource Provider` is
replaced with the more semantically accurate `DSC Resource Adapter`. These resources enable users
to leverage resources that don't define a DSC Resource Manifest with DSC, like PSDSC resources -
they're _adapters_ between DSCv3 and resources defined in a different way.
Expand Down Expand Up @@ -1319,6 +1545,7 @@ For the full list of changes in this release, see the [diff on GitHub][compare-v
[#362]: https://github.com/PowerShell/DSC/issues/362
[#364]: https://github.com/PowerShell/DSC/issues/364
[#368]: https://github.com/PowerShell/DSC/issues/368
[#371]: https://github.com/PowerShell/DSC/issues/371
[#373]: https://github.com/PowerShell/DSC/issues/373
[#375]: https://github.com/PowerShell/DSC/issues/375
[#376]: https://github.com/PowerShell/DSC/issues/376
Expand All @@ -1327,12 +1554,29 @@ For the full list of changes in this release, see the [diff on GitHub][compare-v
[#382]: https://github.com/PowerShell/DSC/issues/382
[#385]: https://github.com/PowerShell/DSC/issues/385
[#388]: https://github.com/PowerShell/DSC/issues/388
[#390]: https://github.com/PowerShell/DSC/issues/390
[#397]: https://github.com/PowerShell/DSC/issues/397
[#400]: https://github.com/PowerShell/DSC/issues/400
[#401]: https://github.com/PowerShell/DSC/issues/401
[#405]: https://github.com/PowerShell/DSC/issues/405
[#407]: https://github.com/PowerShell/DSC/issues/407
[#410]: https://github.com/PowerShell/DSC/issues/410
[#412]: https://github.com/PowerShell/DSC/issues/412
[#429]: https://github.com/PowerShell/DSC/issues/429
[#431]: https://github.com/PowerShell/DSC/issues/431
[#432]: https://github.com/PowerShell/DSC/issues/432
[#434]: https://github.com/PowerShell/DSC/issues/434
[#435]: https://github.com/PowerShell/DSC/issues/435
[#438]: https://github.com/PowerShell/DSC/issues/438
[#439]: https://github.com/PowerShell/DSC/issues/439
[#441]: https://github.com/PowerShell/DSC/issues/441
[#444]: https://github.com/PowerShell/DSC/issues/444
[#454]: https://github.com/PowerShell/DSC/issues/454
[#464]: https://github.com/PowerShell/DSC/issues/464
[#45]: https://github.com/PowerShell/DSC/issues/45
[#49]: https://github.com/PowerShell/DSC/issues/49
[#57]: https://github.com/PowerShell/DSC/issues/57
[#70]: https://github.com/PowerShell/DSC/issues/70
[#73]: https://github.com/PowerShell/DSC/issues/73
[#75]: https://github.com/PowerShell/DSC/issues/75
[#89]: https://github.com/PowerShell/DSC/issues/89
Expand Down
8 changes: 4 additions & 4 deletions dsc/docs-conceptual/dsc-3.0/reference/cli/config/get.md
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
---
description: Command line reference for the 'dsc config get' command
ms.date: 05/09/2024
ms.date: 06/24/2024
ms.topic: reference
title: dsc config get
---
Expand Down Expand Up @@ -52,7 +52,7 @@ document saved as `example.dsc.config.yaml`.
$schema: https://raw.githubusercontent.com/PowerShell/DSC/main/schemas/2024/04/config/document.json
resources:
- name: Windows only
type: DSC/AssertionGroup
type: Microsoft.DSC/Assertion
properties:
$schema: https://raw.githubusercontent.com/PowerShell/DSC/main/schemas/2024/04/config/document.json
resources:
Expand All @@ -64,9 +64,9 @@ resources:
type: Microsoft.Windows/Registry
properties:
keyPath: HKCU\example
_ensure: Present
_exist: true
dependsOn:
- '[DSC/Assertion]Windows only'
- "[resourceId('Microsoft.DSC/Assertion', 'Windows only')"
```

```sh
Expand Down
22 changes: 18 additions & 4 deletions dsc/docs-conceptual/dsc-3.0/reference/cli/config/set.md
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
---
description: Command line reference for the 'dsc config set' command
ms.date: 05/09/2024
ms.date: 06/24/2024
ms.topic: reference
title: dsc config set
---
Expand Down Expand Up @@ -53,7 +53,7 @@ The command inspects the resource instances defined in the configuration documen
$schema: https://raw.githubusercontent.com/PowerShell/DSC/main/schemas/2024/04/config/document.json
resources:
- name: Windows only
type: DSC/AssertionGroup
type: Microsoft.DSC/Assertion
properties:
$schema: https://raw.githubusercontent.com/PowerShell/DSC/main/schemas/2024/04/config/document.json
resources:
Expand All @@ -65,9 +65,9 @@ resources:
type: Microsoft.Windows/Registry
properties:
keyPath: HKCU\example
_ensure: Present
_exist: true
dependsOn:
- '[DSC/Assertion]Windows only'
- "[resourceId('Microsoft.DSC/Assertion', 'Windows only')"
```

```sh
Expand Down Expand Up @@ -125,6 +125,20 @@ Type: String
Mandatory: false
```

### -w, --what-if

When you specify this flag option, DSC doesn't actually change the system state with the `set`
operation. Instead, it returns output indicating _how_ the operation will change system state when
called without this option. Use this option to preview the changes DSC will make to a system.

The output for the command when you use this option is the same as without, except that the
`ExecutionType` metadata field is set to `WhatIf` instead of `Actual`.

```yaml
Type: Boolean
Mandatory: false
```

### -f, --format

The `--format` option controls the console output format for the command. If the command output is
Expand Down
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