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docs: persistent-route guidance for clientless devices + align site-to-site on Networks#797

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docs: persistent-route guidance for clientless devices + align site-to-site on Networks#797
SunsetDrifter wants to merge 6 commits into
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docs/site-to-site-persistent-routes

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@SunsetDrifter SunsetDrifter commented Jun 16, 2026

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Summary

Makes the site-to-site docs easy for a first-time IT admin to follow, and brings the site-to-site use-case hub in line with the recent Routes rename and deprecation.

Persistent routes for clientless devices

Step 5 of both site-to-site guides — and the matching Persistent configuration section on the masquerade page — now walk an admin through making a Linux static route survive a reboot, with no page-hopping:

  • Test first with ip route add, then detect the network manager with ls /etc/netplan/.
  • Option A — Netplan / Option B — systemd-networkd, explicitly framed as alternatives, not consecutive steps (with a note on why you can't just always use systemd-networkd on a Netplan host).
  • Full editing mechanics: how to open the file in nano, the save/exit keystrokes, or a single copy-paste systemd-networkd drop-in.
  • Standardized on the <IFACE> placeholder plus an ip -br addr hint, so a literal eth0 can't silently misconfigure hosts that use predictable interface names (ens18, etc.).

Site-to-site hub aligned on Networks

use-cases/site-to-site:

  • Recommends Networks for all non-exit-node scenarios (exit nodes stay on Routes).
  • Renames "Network Routes" → "Routes" throughout.
  • Reconciles the comparison section with the Routes deprecation (the page previously claimed Networks couldn't do site-to-site and that Routes "will not be deprecated").

Files

  • src/pages/manage/networks/use-cases/site-to-site.mdx
  • src/pages/manage/network-routes/use-cases/site-to-site.mdx
  • src/pages/manage/networks/masquerade.mdx
  • src/pages/use-cases/site-to-site/index.mdx

Notes for reviewers

  • The "Advanced Configuration" tile (previously a Routes-only page) was repointed to /manage/networks/masquerade.
  • The "How Routing Peers Work" cross-link keeps its existing anchor; that target page still uses the old "Network Routes" name and could be swept in a follow-up.

Summary by CodeRabbit

  • Documentation
    • Added deprecation guidance for the "Routes" option in network configuration setup.
    • Expanded persistent route instructions with detailed OS-specific steps for Windows and Linux (including Netplan and systemd-networkd options).
    • Updated site-to-site and masquerade documentation with clearer configuration workflows and prerequisite checks.
    • Improved feature guidance to direct users toward Networks for new setups.

…site-to-site on Networks

Step 5 of both site-to-site guides (and the masquerade page) now walk a
first-time admin through persisting a Linux static route end to end:
detect Netplan vs systemd-networkd with `ls /etc/netplan/`, then a clear
Option A / Option B that are framed as alternatives, with the exact
editing mechanics (open in nano, save/exit keys, or a one-paste
systemd-networkd drop-in). Standardize on the `<IFACE>` placeholder with
an `ip -br addr` hint so a literal `eth0` can't silently misconfigure
hosts using predictable interface names.

Update the site-to-site use-case hub to recommend Networks for all
non-exit-node scenarios, rename "Network Routes" to "Routes", and
reconcile the comparison section with the Routes deprecation.
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📥 Commits

Reviewing files that changed from the base of the PR and between fcb5eae and 7d334b8.

📒 Files selected for processing (20)
  • src/pages/help/troubleshooting-client.mdx
  • src/pages/manage/access-control/manage-network-access.mdx
  • src/pages/manage/access-control/posture-checks/connecting-from-the-office.mdx
  • src/pages/manage/dns/dns-aliases-for-routed-networks.mdx
  • src/pages/manage/network-routes/access-control.mdx
  • src/pages/manage/network-routes/advanced-configuration.mdx
  • src/pages/manage/network-routes/index.mdx
  • src/pages/manage/network-routes/overlapping-routes.mdx
  • src/pages/manage/networks/how-routing-peers-work.mdx
  • src/pages/manage/networks/index.mdx
  • src/pages/manage/networks/use-cases/access-home-devices.mdx
  • src/pages/manage/networks/use-cases/cloud-to-on-premise.mdx
  • src/pages/manage/networks/use-cases/site-to-site.mdx
  • src/pages/manage/peers/access-infrastructure/access-internal-resources-from-autoscaled-environments.mdx
  • src/pages/manage/settings/ipv6.mdx
  • src/pages/use-cases/cloud/index.mdx
  • src/pages/use-cases/cloud/routing-peers-and-kubernetes.mdx
  • src/pages/use-cases/homelab/index.mdx
  • src/pages/use-cases/security/implement-zero-trust.mdx
  • src/pages/use-cases/site-to-site/index.mdx
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  • Create PR with unit tests
  • Commit unit tests in branch docs/site-to-site-persistent-routes

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…ning

Move the 'use Networks instead' callout above the Architecture section
and make it a Warning, matching the Routes deprecation. Keep the legacy
no-Policy nuance and the Site-to-VPN pointer; rename Network Routes to Routes.

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Caution

Some comments are outside the diff and can’t be posted inline due to platform limitations.

⚠️ Outside diff range comments (1)
src/pages/use-cases/site-to-site/index.mdx (1)

1-8: ⚠️ Potential issue | 🟡 Minor | ⚡ Quick win

Import Note explicitly where it is used.

<Note> is used at Line 7, but this file only imports Tiles at Line 1. Please add Note from @/components/mdx to keep component usage explicit and aligned with page-level MDX conventions.

Suggested fix
-import { Tiles } from '`@/components/Tiles`'
+import { Note } from '`@/components/mdx`'
+import { Tiles } from '`@/components/Tiles`'

As per coding guidelines, src/pages/**/*.{md,mdx} should “Import custom components from @/components/mdx (Note, Warning, Success), @/components/Tiles, @/components/YouTube, @/components/Button, or @/components/mdx as needed for alerts, layout, media, and UI”.

🤖 Prompt for AI Agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

In `@src/pages/use-cases/site-to-site/index.mdx` around lines 1 - 8, The file uses
the `<Note>` component at line 7, but this component is not imported at the top
of the file. Add an explicit import for the `Note` component from
`@/components/mdx` alongside the existing `Tiles` import to ensure all custom
components used in the file are properly declared and aligned with the project's
MDX conventions.

Source: Coding guidelines

🤖 Prompt for all review comments with AI agents
Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Outside diff comments:
In `@src/pages/use-cases/site-to-site/index.mdx`:
- Around line 1-8: The file uses the `<Note>` component at line 7, but this
component is not imported at the top of the file. Add an explicit import for the
`Note` component from `@/components/mdx` alongside the existing `Tiles` import
to ensure all custom components used in the file are properly declared and
aligned with the project's MDX conventions.

ℹ️ Review info
⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro

Run ID: 8d97048e-1d35-44b7-bda6-2edf3e8f8607

📥 Commits

Reviewing files that changed from the base of the PR and between f83b1b6 and fcb5eae.

📒 Files selected for processing (4)
  • src/pages/manage/network-routes/use-cases/site-to-site.mdx
  • src/pages/manage/networks/masquerade.mdx
  • src/pages/manage/networks/use-cases/site-to-site.mdx
  • src/pages/use-cases/site-to-site/index.mdx

- advanced-configuration: Networks supports all scenarios (VPN-to-Site,
  Site-to-VPN, Site-to-Site), not VPN-to-Site only
- how-routing-peers-work: Routes labeled deprecated, not 'still supported'
Addresses CodeRabbit: <Note> was used without an explicit import from
@/components/mdx, relying on the global MDX provider.
Site-to-site moved to Networks; update the homelab and cloud use-case
tiles/table and the access-home-devices and cloud-to-on-premise Next
Steps links to /manage/networks/use-cases/site-to-site.
…onfig links

Bucket A rename (display text only): rename the 'Network Routes' feature
name to 'Routes' across prose, link labels, table cells, alt text, Tiles
names, and code comments. Headings are deliberately left unchanged to
avoid breaking anchors and inbound links; URL paths (/manage/network-routes)
are unchanged. Generic routing-table mentions and the desktop system-tray
UI label are left as-is.

Also repoint the access-home-devices and cloud-to-on-premise 'Advanced
configuration' Next Steps links from the Routes advanced-config page to
/manage/networks/masquerade.
@SunsetDrifter SunsetDrifter marked this pull request as ready for review June 16, 2026 15:37
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