docs: document user data form feature

docs/docs-content/clusters/edge/edgeforge-workflow/palette-canvos/build-installer-iso.md

@@ -168,6 +168,14 @@ Use the following instructions to build the Edge Installer ISO. The optional ste
    override or supplement configuration you provided to the installer ISO. For more information, refer to
    [Apply Site User Data](../../site-deployment/site-installation/site-user-data.md).
 
+   :::info
+
+   You can take advantage of the Tech Preview feature to edit user data in Local UI after installation. However, we
+   still recommend you provide user data during EdgeForge for production workloads, because not all user data fields can
+   be updated in Local UI.
+
+   :::
+
 ### Build Content Bundle
 
 Optionally, you can include a content bundle in your Edge installer ISO. When you include a content bundle in your Edge

docs/docs-content/clusters/edge/edgeforge-workflow/palette-canvos/fips.md

@@ -274,6 +274,15 @@ workaround.
                   passwd: kairos
     ```
 
+    :::info
+
+    You can take advantage of the Tech Preview feature to edit user data in Local UI after installation. Refer to
+    [Edit User Data](../../local-ui/host-management/edit-user-data.md) for more information. However, we still recommend
+    you provide user data during EdgeForge for production workloads, because not all user data fields can be updated in
+    Local UI.
+
+    :::
+
     The command in the `install` block is required for FIPS installations. Configurations in the `stylus` block provide
     the Edge Host with the registration token and the Palette endpoint. And the configurations in the `stage` block
     create a system user that you can use to log in to the Operating System (OS).

docs/docs-content/clusters/edge/edgeforge-workflow/palette-canvos/palette-canvos.md

@@ -223,6 +223,15 @@ customization.
    cat user-data
    ```
 
+   :::info
+
+   You can take advantage of the Tech Preview feature to edit user data in Local UI after installation. Refer to
+   [Edit User Data](../../local-ui/host-management/edit-user-data.md) for more information. However, we still recommend
+   you provide user data during EdgeForge for production workloads, because not all user data fields can be updated in
+   Local UI.
+
+   :::
+
 10. Open the **k8s_versions.json** file in the CanvOS directory. Remove the Kubernetes versions that you don't need from
     the JSON object corresponding to your Kubernetes distribution.
 
@@ -721,6 +730,11 @@ git checkout v4.4.12
     EOF
     ```
 
+    You can take advantage of the Tech Preview feature to edit user data in Local UI after installation. Refer to
+    [Edit User Data](../../local-ui/host-management/edit-user-data.md) for more information. However, we still recommend
+    you provide user data during EdgeForge for production workloads, because not all user data fields can be updated in
+    Local UI.
+
     :::info
 
     If you need to pull images from a private image registry, you can supply the credentials for the registry in the

docs/docs-content/clusters/edge/edgeforge-workflow/prepare-user-data.md

@@ -14,6 +14,9 @@ configuration during site deployment as site-specific configuration. This can re
 installer configuration you provide to the installer ISO. For more information, refer to
 [Apply Site User Data](../site-deployment/site-installation/site-user-data.md).
 
+After installation, you can also use Local UI to make edits to the user data file before you create a cluster. Refer to
+[Edit User Data](../local-ui/host-management/edit-user-data.md) for more information.
+
 This article guides you through several important configuration blocks in the **user-data** file. However, you can use
 many additional parameters to further customize your installation. Review the Edge
 [Install Configuration](../edge-configuration/installer-reference.md) resource to learn more about all the supported

docs/docs-content/clusters/edge/local-ui/host-management/edit-user-data.md

@@ -0,0 +1,113 @@
+---
+sidebar_label: "Edit User Data"
+title: "Edit User Data"
+description: "Instructions for editing user data in Local UI."
+hide_table_of_contents: false
+sidebar_position: 20
+tags: ["edge"]
+---
+
+The **user-data** file is a YAML file that contains installer configuration for the Palette agent. This file is usually
+prepared before the EdgeForge process and is written into the installer ISO in appliance mode deployments. In agent mode
+deployments, the user data is provided directly to the agent mode installation script. For more information about
+EdgeForge, refer to [EdgeForge Workflow](../../edgeforge-workflow/edgeforge-workflow.md). For more information about
+deployment modes, refer to [Deployment Modes](../../../../deployment-modes/deployment-modes.md).
+
+Local UI allows you to make edits to most fields in the **user-data** file after installation has completed before
+cluster creation. All fields exposed in the form in Local UI have corresponding parameters in the installer reference.
+For more information about the fields available in the installer user data, refer to
+[Installer Reference](../../edge-configuration/installer-reference.md).
+
+After an edit has been made, the new settings will apply after the host reboots.
+
+:::preview
+
+:::
+
+## Limitations
+
+- The following fields cannot be edited in Local UI. If you need to use these settings, you must set them correctly
+  during EdgeForge or provide them to the installation script if you are using agent mode.
+  - `stylus.site.deviceUIDPaths`
+  - `stylus.site.tagsFromFile`
+  - `stylus.site.tagsFromScript`
+  - `stylus.localUI.port`
+  - `stylus.includeTui`
+  - `stylus.debug`
+  - `stylus.trace`
+  - `stylus.disablePasswordUpdate`
+  - `stylus.imageRedirectWebhook`
+  - `install.bind_mounts`
+
+## Prerequisites
+
+- You have set `stylus.featureGate` to `UserDataForm` in your installer user data during EdgeForge or provide the user
+  data to the installation script if you are using agent mode. For example, the following configuration enables editing
+  user data in Local UI.
+
+  ```yaml {6}
+  #cloud-config
+  install:
+    reboot: false
+    poweroff: false
+  stylus:
+    featureGate: UserDataForm
+    installationMode: airgap
+  ```
+
+- Access to [Local UI](./access-console.md).
+
+- You host is not assigned to any cluster.
+
+## Edit User Data
+
+1. Log in to Local UI. Refer to [Access Local UI](./access-console.md) for guidance.
+
+2. In the upper-right corner of the page, click **Actions** to open the **drop-down Menu**.
+
+3. Click **Configure**.
+
+4. The pop-up box, you can configure most host settings that are configurable in the installer ISO user data, starting
+   with **Basic Information**. You can enter the name of the host, which corresponds to `stylus.site.name` in the user
+   data file. You may also configure tags for your host, which corresponds to `stylus.site.tags`.
+
+5. In the **Network** section, you can configure network interfaces that the host will use to communicate with the its
+   network environment. Refer to
+   [Site Network Parameters](../../edge-configuration/installer-reference.md#site-network-parameters) for more
+   information about the network parameters.
+
+   | Field         | Description                                                                                                                                                                                                                         |
+   | ------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+   | Interface     | The name of the network interface that the host will use to communicate with the cluster. You can add multiple network interfaces. This corresponds to the `stylus.site.network.<Interface Name>` field in the installer user data. |
+   | Use Static IP | Toggle on this switch to specify that your network interface will use static IP. If this field is turned off, your network interface will use Dynamic Host Configuration Protocol (DHCP) to obtain dynamic IPs.                     |
+   | IP address    | The IP address of your network interface. This field is only available if you use static IP.                                                                                                                                        |
+   | DNS Server    | The IP address of your DNS server. This field is only available if you use static IP.                                                                                                                                               |
+   | Gateway       | The IP address of the internet gateway for your network. This field is only available if you use static IP.                                                                                                                         |
+
+6. In the **Palette** section, you can specify the following settings.
+
+   | Field                   | Description                                                                                                                                                                                                                                               |
+   | ----------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
+   | Cluster Management Mode | This parameter decides whether the cluster is managed centrally by Palette or locally via Local UI. This corresponds to the `stylus.installationMode` parameter. All other fields in this section are only available if you choose **Centrally Managed**. |
+   | Endpoint                | The Palette API endpoint that the host will communicate with. This corresponds to the `stylus.site.paletteEndpoint` parameter.                                                                                                                            |
+   | Insecure                | Whether a client verifies the server's certificate chain and hostname. This corresponds to the `stylus.site.insecureSkipVerify` parameter.                                                                                                                |
+   | Registration Token      | This parameter contains the registration token the host will use to register itself with Palette. This corresponds to the `stylus.site.edgeHostToken` parameter.                                                                                          |
+   | Project Name            | This parameter specifies the name of the project that the host is registered in. This corresponds to the `stylus.site.projectName` parameter.                                                                                                             |
+
+7. In the **Advanced Configurations** section, you can configure external registry settings and cloud-init stages for
+   your host. If you choose to enable external registries, you will need to provide the domain name of the registry as
+   well as the credentials needed to access the registry. For more information about external registries, refer to
+   [Deploy Cluster with a Private External Registry](../../site-deployment/deploy-custom-registries/deploy-external-registry.md).
+
+8. In the **Advanced Configurations** section, cloud-init configurations are editable directly in the YAML editor. For
+   more information about cloud-init stages, refer to [Cloud-init Stages](../../edge-configuration/cloud-init.md).
+
+9. When you are finished, click **Confirm**. The host will need 10 to 15 minutes to reboot and apply your changes.
+
+## Validate
+
+1. Log in to Local UI.
+
+2. Click **Configure**.
+
+3. Confirm that the pre-populated values have been updated to the new values you configured.

docs/docs-content/clusters/edge/local-ui/host-management/host-management.md

@@ -22,6 +22,8 @@ Refer to the following resources to learn how to configure your Edge host using
 
 - [Access Local UI](./access-console.md)
 
+- [Edit User Data](./edit-user-data.md)
+
 - [Reboot, Shut Down, and Reset Edge Host](./reset-reboot.md)
 
 - [Configure HTTP Proxy](./configure-proxy.md)

docs/docs-content/clusters/edge/local-ui/local-ui.md

@@ -60,6 +60,8 @@ Most host management features, with the exception of reset, are available on bot
 
 - [Access Local UI](./host-management/access-console.md)
 
+- [Edit User Data](./host-management/edit-user-data.md)
+
 - [Configure HTTP Proxy in Local UI](./host-management/configure-proxy.md)
 
 - [Reset Edge Host](./host-management/reset-reboot.md)