User Guide
Learn how to use Forge day-to-day: create projects, run tasks, manage compliance, build golden images, and more.
Getting Started
If you're new to Forge, start here:
- Getting Started - Overview of key concepts and first steps
- Projects - Understanding projects and how to create them
- Task Templates - Create reusable task definitions
- Running Your First Task - Execute tasks and view results
Core Features
Projects & Organization
- Projects - Organize your work with projects
- Teams - Manage team members and permissions
- Repositories - Connect Git repositories
- Key Store - Manage credentials securely
- Inventories - Define target hosts
- Variable Groups - Store environment variables and secrets
Task Execution
- Task Templates - Create reusable task definitions
- Ansible - Run Ansible playbooks
- Terraform/OpenTofu - Infrastructure provisioning
- Terragrunt - DRY Terraform configurations
- Terramate - Terraform stack orchestration
- Packer - Build golden images
- Pulumi - Modern IaC
- Shell/Bash - Execute shell scripts
- PowerShell - Run PowerShell scripts
- Python - Execute Python scripts
- Tasks - Run and monitor task execution
- Schedules - Automate task execution
Enterprise Features
Compliance & Security
- Compliance Overview - Introduction to compliance features
- STIG Compliance - DISA STIG compliance management
- STIG Viewer - Interactive finding management
- STIG Import - Import STIG checklists
- Policy Packs - Automated remediation
- Remediation Coverage - Track automation coverage
- Manual Task Assignment - Bulk assignment
- OpenSCAP Compliance - SCAP-based compliance scanning
- SCAP Content - Upload and manage SCAP files
- Compliance Policies - Create scan policies
- Compliance Scans - Run compliance scans
- Compliance Reports - View scan results
- Compliance Frameworks - Multiple framework support
Golden Image Management
- Golden Images Overview - Introduction to golden images
- Packer Templates - Manage Packer templates
- Visual Builder - Create templates visually
- HCL Editor - Advanced template editing
- Image Catalog - Browse built images
- STIG Hardening - Automated compliance
- Cloud Providers - Multi-cloud support
Bare Metal Automation
- Bare Metal Overview - Introduction to bare metal automation
- PXE Boot Deployment - Network-based installation
- ISO Installation - Custom ISO deployment
- Golden Image Deployment - Image-based deployment
- BMC Management - Out-of-band management
- GigaIO Integration - Composable infrastructure
Infrastructure Import
- Terraformer Overview - Import existing infrastructure
- Terraformer - Infrastructure import tool
- Import Workflows - Best practices
Integrations
- Integrations Overview - Connect external systems
- Webhooks - HTTP webhook triggers
- GitHub - GitHub integration
- Bitbucket - Bitbucket integration
- Terramate - Terramate orchestration
- Terraformer - Infrastructure import
- GigaIO FabreX - Composable infrastructure
Quick Reference
Common Workflows
Running an Ansible Playbook:
- Create a project
- Add a repository with your playbook
- Create an Ansible task template
- Add inventory and credentials
- Run the task
Building a Golden Image:
- Create a project
- Add cloud provider credentials
- Use Visual Builder or import a Packer template
- Configure STIG hardening (optional)
- Build the image
- View in Image Catalog
Managing STIG Compliance:
- Import a STIG checklist (CKL file)
- Install a Policy Pack for automated remediation
- Assign remediation templates to manual findings
- Run remediation tasks
- Export updated CKL for certification
Importing Infrastructure:
- Configure Terraformer in Admin Settings
- Add cloud provider credentials
- Use Import Infrastructure wizard
- Select resources and filters
- Save as Template or Repository
Next Steps
- Administration Guide - System administration
- FAQ - Common questions and troubleshooting