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Create a project when you want to group nodes under a shared set of policies and deployment rules. You can create a project before onboarding any nodes, or during the onboarding flow when prompted to assign a project. Open Infrastructure > Fleet > Projects, then select the contextual + create action in the lower-right corner. The project creation wizard has three steps for Standard projects: entering project details, selecting policies, and reviewing before adding. Deployment type projects have an additional step between details and policies to configure the deployment.

Before You Start

  • You have the SysManager or SysAdmin role in your enterprise. See Manage Roles.
  • Decide whether to use the Standard or Deployment project type before you begin. See Projects for a comparison.
  • Plan the policies you want to attach. Once nodes join the project, those policies apply automatically.

Enter the Project Details

Enter the project’s basic information and settings. If you select the Azure profile, additional fields appear for Azure Active Directory credentials (App ID, App Password, Tenant ID), Device Provisioning Service (DPS) configuration, IoT Hub name, resource group, and optional X.509 certificate-based authentication for leaf devices. Select Next to continue.

Configure the Deployment

This step applies to Deployment type projects only. Standard type projects skip directly to the Policies step. Both fields are required before you can continue. Select Next to continue.

Select the Project Policies

Select the checkbox next to each policy type you want to include in the project. The policies offered depend on the project type:
  • Standard and Azure IoT projects can include Node Policy, Virtual Networks Policy, Edge Apps Policy, Edge View Policy, and Edge Sync Policy.
  • Deployment projects can include Node Policy, Virtual Networks Policy, Edge Apps Policy, Edge View Policy, and Volume Instances Policy.
Edge Sync Policy is not available on Deployment projects, and Volume Instances Policy is not available on Standard or Azure IoT projects. For field-level details on each policy type, see Configure Project Policies. Select Next after making your selections.

Review and Create the Project

Review the project configuration summary before creating the project. The summary displays the project name, title, type, attestation mode, configuration lock status, network flow log setting, interface ordering setting, suppress streaming telemetry setting, and the count of enabled policies. Deployment projects also show the deployment identifier and the deployment tag. Select Create Project to create the project. On a Deployment project the button reads Create Deployment. To make changes, navigate back to any earlier step.

Next Steps

Configure Project Policies

Field-level detail on each policy type.

Manage Projects

View, update, or delete projects.

Onboard nodes

Assign nodes to the new project.

Tagging

Tag projects to enable role scope, restricting a role to projects that carry specific tags.