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fix: update instructions for customizing values-global.yaml
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---
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menu:
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learn:
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parent: Validated patterns frameworks
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title: Global configuration reference
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weight: 55
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aliases: /learn/values-global-configuration/
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---
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:toc:
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:imagesdir: /images
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:_content-type: ASSEMBLY
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include::modules/comm-attributes.adoc[]
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[id="values-global-configuration"]
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= Global configuration reference
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Every validated pattern includes a `values-global.yaml` file at the repository root. This file defines configuration settings that apply across all clusters and environments in the pattern.
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[id="global-section"]
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== `global` section
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The `global` section contains settings that Helm distributes to all sub-charts in the pattern.
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[id="global-pattern"]
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=== `global.pattern`
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Specifies the name of the validated pattern. The framework uses this value internally to identify the pattern.
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[source,yaml]
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----
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global:
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pattern: multicloud-gitops
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----
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Do not change this value unless you are creating a new pattern.
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[id="global-options"]
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=== `global.options`
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The `options` block sets default behaviors for operator management and ArgoCD synchronization across all clusters.
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[source,yaml]
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----
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global:
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options:
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useCSV: false
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syncPolicy: Automatic
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installPlanApproval: Automatic
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----
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.Options fields
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[cols="2,1,5",options="header"]
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|===
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| Field | Default | Description
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| `syncPolicy`
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| `Automatic`
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| Sets the default ArgoCD synchronization policy. `Automatic` syncs changes from Git to the cluster without manual intervention. `Manual` requires an administrator to trigger each sync.
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| `installPlanApproval`
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| `Automatic`
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| Controls how Operator Lifecycle Manager (OLM) handles operator upgrades. With `Automatic`, operators check for and apply updates periodically. `Manual` requires an administrator to approve each upgrade.
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| `useCSV`
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| `false`
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| Determines whether subscriptions use specific `ClusterServiceVersions` (CSV) for operator installation. When set to `false`, the subscription channel determines which version to install. Set to `true` when you need to pin operators to specific versions.
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|===
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[id="main-section"]
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== `main` section
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The `main` section defines settings for the primary cluster that manages the pattern.
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[id="main-clustergroupname"]
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=== `main.clusterGroupName`
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Identifies the main ClusterGroup, which acts as the hub or starting point for the pattern. A ClusterGroup represents a set of clusters that share nearly identical configurations and serve a common architectural purpose.
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[source,yaml]
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----
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main:
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clusterGroupName: hub
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----
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The value must match a corresponding `values-<clusterGroupName>.yaml` file in the repository. For example, `clusterGroupName: hub` requires a `values-hub.yaml` file. Most patterns use `hub` for the primary cluster.
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For more information about ClusterGroups, see link:/learn/clustergroup-in-values-files/[ClusterGroup in values files].
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[id="main-multisourceconfig"]
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=== `main.multiSourceConfig`
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Controls whether ArgoCD uses multi-source applications, enabling Helm charts to be fetched from external repositories in addition to the local Git repository.
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[source,yaml]
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----
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main:
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multiSourceConfig:
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enabled: true
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----
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.multiSourceConfig fields
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[cols="2,1,5",options="header"]
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|===
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| Field | Default | Description
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| `enabled`
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| `true`
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| Enables multi-source ArgoCD applications. This is the recommended setting for most deployments.
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| `clusterGroupChartVersion`
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| (optional)
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| Constrains the version of the ClusterGroup Helm chart to fetch. Accepts semver ranges such as `0.9.*`.
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| `helmRepoUrl`
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| (optional)
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| Overrides the Helm chart repository URL. Use this for disconnected or air-gapped environments where charts are hosted on an internal registry.
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|===
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For more information about disconnected environments, see link:/learn/disconnected-installation/[Disconnected installation].
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[id="example-values-global"]
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== Example `values-global.yaml`
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The following example shows a typical `values-global.yaml` file for the Multicloud GitOps pattern:
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[source,yaml]
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----
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---
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global:
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pattern: multicloud-gitops
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options:
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useCSV: false
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syncPolicy: Automatic
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installPlanApproval: Automatic
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main:
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clusterGroupName: hub
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multiSourceConfig:
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enabled: true
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----
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For most patterns, the default values provide a working configuration. Customize specific fields only when your environment requires different behavior, such as pinning operator versions or deploying in a disconnected environment.
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[id="additional-resources"]
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== Additional resources
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* link:/values-files/[Exploring values files]
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* link:/learn/clustergroup-in-values-files/[ClusterGroup in values files]
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* link:/learn/disconnected-installation/[Disconnected installation]
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* link:/learn/vp_add_specific_ops_to_pattern/[Adding a specific operator version to a pattern]

content/learn/workflow.adoc

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$ vi ~/values-secret.yaml
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----
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. Customize the deployment for your cluster. Customization involves updating the `values-global.yaml` file with configurations specific to your cluster environment.
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.. Edit the `values-global.yaml` file:
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. Optional: Customize the deployment for your cluster. The `values-global.yaml` file contains global settings such as the ArgoCD sync policy, operator install plan approval, and the cluster group name. Review the file and update any values that your environment requires.
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[source,terminal]
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For a description of each field, see link:/learn/values-global-configuration/[Global configuration reference].
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----
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$ vi values-global.yaml
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----
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.. Commit the updated `values-global.yaml` file to the repository:
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If you make changes, commit and push them:
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[source,terminal]
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----
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$ git commit values-global.yaml
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----
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.. Push the committed changes:
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[source,terminal]
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----
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$ git add values-global.yaml
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$ git commit -m "Customize values-global for my cluster"
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$ git push
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----
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content/patterns/ansible-edge-gitops-kasten/getting-started.md

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git push origin my-branch
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```
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1. Customize the deployment for your cluster (Optional - the defaults in values-global.yaml are designed to work in AWS):
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1. Optional: Customize the deployment for your cluster. The defaults in `values-global.yaml` are designed to work in AWS. For a description of each field, see [Global configuration reference](/learn/values-global-configuration/). If you make changes, create a branch, commit, and push:
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```sh
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git checkout -b my-branch
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vi values-global.yaml
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git add values-global.yaml
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git commit values-global.yaml
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git commit -m "Customize values-global for my cluster"
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git push origin my-branch
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```
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content/patterns/ansible-edge-gitops/getting-started.adoc

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$ git checkout -b my-branch
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----
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. Edit the `values-global.yaml` file to customize the deployment for your cluster. The defaults in `values-global.yaml` are designed to work in AWS. For example:
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. Optional: Edit the `values-global.yaml` file to customize the deployment for your cluster. The defaults are designed to work in AWS. For a description of each field, see link:/learn/values-global-configuration/[Global configuration reference].
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[source,terminal]
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----
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$ vi values-global.yaml
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----
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. Add the changes to the staging area by running the following command:
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If you make changes, stage and commit them:
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[source,terminal]
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$ git add values-global.yaml
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. Commit the changes by running the following command:
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[source,terminal]
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$ git commit -m "any updates"
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$ git commit -m "Customize values-global for my cluster"
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. Push the changes to your forked repository:

content/patterns/devsecops/getting-started.md

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vi ~/values-secret.yaml
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```
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1. Customize the deployment for your cluster. Change the appropriate values in `values-global.yaml`
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1. Optional: Customize the deployment for your cluster. The `values-global.yaml` file contains global settings for the pattern. For a description of each field, see [Global configuration reference](/learn/values-global-configuration/). If you make changes, commit and push them:
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```sh
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vi values-global.yaml
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git add values-global.yaml
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git commit values-global.yaml
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git commit -m "Customize values-global for my cluster"
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git push origin my-branch
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```
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content/patterns/federated-edge-observability/getting-started.adoc

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$ git checkout -b my-branch
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----
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. Edit the `values-global.yaml` file to customize the deployment for your cluster. The defaults in `values-global.yaml` are designed to work in AWS. For example:
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. Optional: Edit the `values-global.yaml` file to customize the deployment for your cluster. The defaults are designed to work in AWS. For a description of each field, see link:/learn/values-global-configuration/[Global configuration reference].
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[source,terminal]
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$ vi values-global.yaml
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. Add the changes to the staging area by running the following command:
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If you make changes, stage and commit them:
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[source,terminal]
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$ git add values-global.yaml
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[source,terminal]
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$ git commit -m "No updates"
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$ git commit -m "Customize values-global for my cluster"
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. Push the changes to your forked repository:

content/patterns/gaudi-rag-chat-qna/gaudi-rag-chat-qna-getting-started.adoc

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git checkout -b my-branch
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[source,terminal]
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vi values-global.yaml
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----
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For a description of each field in `values-global.yaml`, see link:/learn/values-global-configuration/[Global configuration reference]. Edit the file, then commit and push:
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[source,terminal]
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[source,terminal]
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git commit -m "Customize values-global for my cluster"
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git push origin my-branch
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----
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content/patterns/medical-diagnosis-amx/getting-started.adoc

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When defining a custom password for the database users, avoid using the `$` special character as it gets interpreted by the shell and will ultimately set the incorrect desired password.
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====
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. To customize the deployment for your cluster, update the `values-global.yaml` file by running the following commands:
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. To customize the deployment for your cluster, update the `values-global.yaml` file. For a description of each field, see link:/learn/values-global-configuration/[Global configuration reference]. Run the following command to create a branch:
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[source,terminal]
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$ vi values-global.yaml
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Replace 'bucketSource' value. User can set any bucket name without special signs (besides '-') and numbers.

content/patterns/medical-diagnosis/getting-started.adoc

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[source,terminal]
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$ vi values-global.yaml
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. Edit the `values-global.yaml` file to update the S3 and datacenter details. For a description of each field, see link:/learn/values-global-configuration/[Global configuration reference].
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.Example edited `values-global.yaml` file
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content/patterns/multicloud-gitops-Portworx/getting-started.md

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vi ~/values-secret-multicloud-gitops-pxe.yaml
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```
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5. Customize the deployment for your cluster.
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5. Optional: Customize the deployment for your cluster. The `values-global.yaml` file contains global settings for the pattern. For a description of each field, see [Global configuration reference](/learn/values-global-configuration/). If you make changes, create a branch, commit, and push:
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```sh
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git checkout -b my-branch
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vi values-global.yaml
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git add values-global.yaml
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git commit values-global.yaml
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git commit -m "Customize values-global for my cluster"
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git push origin my-branch
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```
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