fleet/docs/Using Fleet/downgrading-fleet.md
Eric ad4737036b
Docs: Add downgrading Fleet page (#15788)
Closes: https://github.com/fleetdm/confidential/issues/4665

Changes: 
- Added a new documentation page that provides instructions for
downgrading from Fleet premium. The content for this section was pulled
from a [commented-out FAQ
question](1d2f5ae42a/docs/Get%20started/FAQ.md (L363-L394)).

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Co-authored-by: Mike Thomas <78363703+mike-j-thomas@users.noreply.github.com>
Co-authored-by: Rachael Shaw <r@rachael.wtf>
2024-01-08 17:01:47 -06:00

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2.7 KiB
Markdown

# Downgrading from Fleet Premium
Follow these steps to downgrade your Fleet instance from Fleet Premium.
> If you'd like to renew your Fleet Premium license key, please contact us [here](https://fleetdm.com/company/contact).
## Back up your users and update all team-level users to global users
1. Run the `fleetctl get user_roles > user_roles.yml` command. Save the `user_roles.yml` file so that you can restore user roles if you decide to upgrade later.
2. Head to the **Settings > Users** page in the Fleet UI.
3. For each user that has any team listed under the **Teams** column, select **Actions > Edit**, then select **Global user**, and then **Save**. Delete any users that shouldn't have global access.
## Move all team-level queries to the global level
1. Head to the **Queries** page in the Fleet UI and select a team from the teams dropdown at the top of the page.
2. For each query that belongs to a team, select the query and select **Edit query** and copy the **Name**, **Description**, **Query**. Then expand the "advanced options" and take note of the values in the **Platforms**, **Minimum osquery version**, and **Logging** dropdowns.
3. On the Queries page select **All teams** in the top dropdown, select **Add query**, paste each item in the appropriate field, select the correct values from the advanced options dropdowns, and select **Save**.
4. **Optional:** Delete each query that belongs to a team because they will no longer be accessible in the Fleet UI following the downgrade process.
## Move all team-level policies to the global level
1. Head to the **Policies** page in the Fleet UI.
2. For each policy that belongs to a team, copy the **Name**, **Description**, **Resolve**, and **Query**. Then, select **All teams** in the top dropdown, select **Add a policy**, select **Create your own policy**, paste each item in the appropriate field, and select **Save**.
3. Delete each policy that belongs to a team because they will no longer run on any hosts following the downgrade process.
## Back up your teams
1. Run the `fleetctl get teams > teams.yml` command. Save the `teams.yml` file so you can restore your teams if you upgrade again later.
2. Head to the **Settings > Teams** page in the Fleet UI.
3. Delete all teams. This will move all hosts to the global level.
## Remove your Fleet Premium license key
1. Remove your license key from your Fleet configuration. Documentation on where the license key is located in your configuration is [here](https://fleetdm.com/docs/deploying/configuration#license).
2. Restart your Fleet server.
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