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docs: update docs to reflect min requirements and better explain roles #571

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21 changes: 14 additions & 7 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -25,6 +25,13 @@ This collection is reliant on the [CrowdStrike FalconPy SDK](https://www.falconp

Offering pre-defined roles tailored for various platforms—including macOS, Linux, and Windows—this collection simplifies the installation, configuration, and removal processes for CrowdStrike's Falcon sensor.

#### Privilege Escalation Requirements

When using this collection, it's essential to understand how privilege escalation works. While our roles use privilege escalation internally, you must ensure that it is configured on the target hosts.

> [!IMPORTANT]
> Do not set `become: true` for the roles. Instead, make sure that the target hosts have privilege escalation (sudo/runas) configured and available. This will allow our roles to use privilege escalation internally.

*Please read each role's README to familiarize yourself with the role variables and other requirements.*

| Role Name | Documentation
Expand Down Expand Up @@ -123,21 +130,21 @@ ansible-galaxy collection install -r requirements.yml

The Python module dependencies are not automatically handled by `ansible-galaxy`. To manually install these dependencies, you have the following options:

1. Utilize the `requirements.txt` file to install all required packages:
1. Install the CrowdStrike FalconPy package directly:

```terminal
pip install -r requirements.txt
pip install crowdstrike-falconpy
```

2. Alternatively, install the CrowdStrike FalconPy package directly:
> [!IMPORTANT]
> If you intend to use Event-Driven Ansible (EDA), the `aiohttp` package should also be installed.
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2. Alternatively, if you clone the repository you can utilize the `requirements.txt` file to install all required packages:
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```terminal
pip install crowdstrike-falconpy
pip install -r requirements.txt
```

> [!NOTE]
> If you intend to use Event-Driven Ansible (EDA), the `aiohttp` package should also be installed.

## Authentication

To use this Ansible collection effectively, you'll need to authenticate with the CrowdStrike Falcon API. We've prepared a detailed guide
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18 changes: 9 additions & 9 deletions docs/authentication.md
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Expand Up @@ -5,21 +5,21 @@ need client credentials. For more information see [Falcon API clients documentat

## Passing in credentials

You can pass in your Falcon API client credentials using either environment variables or
You can pass in your Falcon API client credentials using either environment variables or
module arguments. Available environment variables:

- `FALCON_CLIENT_ID` - required
- `FALCON_CLIENT_SECRET` - required
- `FALCON_CLOUD` - optional (discovered automatically)
- `FALCON_MEMBER_CID` - optional (only for Flight Control users)
- `FALCON_CLIENT_ID` - **required**
- `FALCON_CLIENT_SECRET` - **required**
- `FALCON_CLOUD` - *optional* for us-1, us-2, and eu-1; **required** for gov clouds
- `FALCON_MEMBER_CID` - *optional* (only for Flight Control users)

Available module arguments:

```yaml
- crowdstrike.falcon.example_module:
client_id: abcd1234 # required
client_secret: abcd5678 # required
cloud: us-2 # optional (discovered automatically)
cloud: us-gov-1 # optional for us-1, us-2, and eu-1; required for gov clouds
member_cid: abcd2468 # optional (only for Flight Control users)
```

Expand All @@ -29,9 +29,9 @@ You can use either of these methods for both authentication methods listed below

### Recommended: token-based authentication

Token-based authentication allows you to authenticate once against the Falcon API, then use a
returned temporary token for many subsequent API interactions. This is more efficient
and also mitigates the risk of rate limiting, especially when automating multiple hosts.
Token-based authentication allows you to authenticate once against the Falcon API, then use a
returned temporary token for many subsequent API interactions. This is more efficient
and also mitigates the risk of rate limiting, especially when automating multiple hosts.
(For more information: [Falcon API rate limit documentation](https://falcon.crowdstrike.com/documentation/page/a2a7fc0e/crowdstrike-oauth2-based-apis#af41971e).)

To use token-based authentication, first use the `crowdstrike.falcon.auth` module to get a new token:
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18 changes: 9 additions & 9 deletions roles/falcon_configure/README.md
Original file line number Diff line number Diff line change
@@ -1,13 +1,11 @@
# crowdstrike.falcon.falcon_configure

This role configures the CrowdStrike Falcon Sensor. For Linux and macOS, this role requires the Falcon
sensor to be installed prior to running this role.
Configures the CrowdStrike Falcon Sensor. This role is focused mainly on configuring the Falcon Sensor on Linux and macOS. Windows is supported, but not as much functionality is currently available. The main difference is because a lot of the configuration options can be set during the installation of the sensor on Windows.
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> [!NOTE]
> This role is focused mainly on configuring the Falcon Sensor on Linux and MacOS. Windows is supported, but not as
> much functionality is currently available. The main difference is because a lot of the configuration options can
> be set during the installation of the sensor on Windows. We do plan to add more functionality to this role in the
> future.
> [!IMPORTANT]
> The Falcon Customer ID (CID) with checksum is ***required*** in order to properly configure and start the Falcon Sensor.
> You can either pass the CID as a variable (`falcon_cid`) or let this role fetch it from the CrowdStrike API using your
> API credentials.

## Requirements

Expand Down Expand Up @@ -102,8 +100,10 @@ Ensure the following API scopes are enabled (***if applicable***) for this role:

## Dependencies

- Privilege escalation (sudo) is required for this role to function properly.
- Falcon Sensor must be installed
- Privilege escalation (sudo/runas) is required for this role to function properly.
> See [Privilege Escalation Requirements](../../README.md#privilege-escalation-requirements) for more information.
- The Falcon Sensor must be installed on the target host
> See the [falcon_install](../falcon_install/README.md) role to learn more about installing the Falcon sensor.

## Example Playbooks

Expand Down
9 changes: 5 additions & 4 deletions roles/falcon_install/README.md
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@@ -1,9 +1,9 @@
# crowdstrike.falcon.falcon_install

This role installs the CrowdStrike Falcon Sensor. It provides the flexibility to install the sensor using the CrowdStrike API, a local file, or a remote URL.
Installs the CrowdStrike Falcon Sensor. It provides the flexibility to install the sensor using the CrowdStrike API, a local file, or a remote URL.

> [!NOTE]
> Please note that for Linux and macOS, this role only handles the installation of the sensor. To configure and start the sensor, please use the [falcon_configure](../falcon_configure/) role after the sensor is installed.
> [!IMPORTANT]
> On Linux and macOS systems, running this role alone is insufficient for a fully operational Falcon sensor deployment. To complete the setup, you must also run the [falcon_configure](../falcon_configure/) role after installing the sensor with this role.

## Requirements

Expand Down Expand Up @@ -93,7 +93,8 @@ Ensure the following API scopes are enabled (***if applicable***) for this role:

## Dependencies

- Privilege escalation is required for this role to function properly.
- Privilege escalation (sudo/runas) is required for this role to function properly.
> See [Privilege Escalation Requirements](../../README.md#privilege-escalation-requirements) for more information.

## Example Playbooks

Expand Down
5 changes: 3 additions & 2 deletions roles/falcon_uninstall/README.md
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@@ -1,6 +1,6 @@
# crowdstrike.falcon.falcon_uninstall

This role uninstalls the CrowdStrike Falcon Sensor.
Uninstalls the CrowdStrike Falcon Sensor.

## Requirements

Expand Down Expand Up @@ -45,7 +45,8 @@ Ensure the following API scopes are enabled (**if applicable**) for this role:

## Dependencies

Privilege escalation (sudo) is required for this role to function properly.
- Privilege escalation (sudo/runas) is required for this role to function properly.
> See [Privilege Escalation Requirements](../../README.md#privilege-escalation-requirements) for more information.

## Example Playbooks

Expand Down