Customize Your Harness Project Configuration

Customize the Project Template

Before proceeding, ensure that the Harness Solutions Factory has been deployed into your account

Modify the Harness Project Setup workflow to source from the Custom Template Library

If you have deployed HSF after February 2026, a copy of harness-project and harness-organization should be already in your custom-harness-template-library and therefore steps 1-14 can be skipped. If you are looking to customize a different workflow follow steps 1-14 but use the desired folder.

1. Log into your Harness Account and select Code Repository

2. Change your scope to the organization named Harness Platform Management

3. Select the repository - harness-template-library and clone this locally to your machine

4. Select the repository - custom-harness-template-library and clone this locally to your machine

5. Open both repositories in separate VSCode windows. When prompted, do not click Reopen in Container. This is done after the initial copy process

6. Locally, in the harness-template-library repository, find the folder named harness-project

7. Copy the folder to the root of the custom-harness-template-library

8. Prepare the IDP Resource Manager file

   • Open the idp_registration_mgr.yaml in the repository harness-template-library

   • Find the harness-project entry

     - org: Harness_Platform_Management
         project: Solutions_Factory
         workflows:
         - name: harness-project

   • Open the idp_registration_mgr.yaml in the repository custom-harness-template-library

   • Paste the above code snippet entry under the entities key.

     You will need to remove the [] at the end of this line entities: []

     

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9. Reopen the custom-harness-template-library in the container

   • On the bottom left corner of VSCode is a blue box ><, click on this icon to open the DevContainers management panel and choose Reopen in Container

10. Modify the Harness IDP workflow for the harness-project template: open the file harness-project/.harness/catalog_template.yaml in VSCode

    There are account level variables that manage the configuration of the Custom Template Library Connector and Repositories. You can access these variables and adjust them by updating the variable in the Account Settings for the platform.

    

11. Find and Modify the following Solutions Factory Details parameters to match the following values

            template_library_connector:
              type: string
              default: <+variable.account.custom_template_library_connector>
              ui:widget: hidden
            template_library_repo:
              type: string
              default: <+variable.account.custom_template_library_repo>
              ui:widget: hidden
            template_library_branch:
              type: string
              default: main
              ui:widget: hidden

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12. Find and Modify the following `Solutions Factory Options` parameters to match the following values

repo_source: 
        type: string 
        # Used to group by source the workspaces for bulk actions 
        default: custom 
        ui:widget: hidden

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13. Save and Commit your changes.

For this workshop, commit directly to main. In a different workshop, you will work through a feature branch upgrade process

14. Push your changes to Harness Code 15. Find and Execute the pipeline named Register Custom IDP Templates: - Navigate to the Solutions Factory project in your Harness Account - Filter your pipelines by typing idp in the pipeline search bar

For this execution, make no changes to the inputs and accept the default details

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16. Navigate to IDP, Workflows, Harness Project Setup and click the three dots to choose View Raw YAML to verify that the change has been made.

annotations:
    is_harness_official: "False"
    source: custom-template-library
    created_by: custom

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17. Create a new Project with the name Custom Project - Wait for the execution to complete. 18. Review the IACM Workspace Lab_Custom-Project in the Solutions Factory project - Select the Configuration Tab - Notice the Tags source:custom and type:harness-project - Verify that the Repository Git Connector is Custom Harness Template Library Repo

Customize your Harness Project template

1. Open the custom-harness-template-library in VSCode. Make sure you Reopen in Container

2. Create the file harness-project/templates/roles/Security_Champions.yaml

3. Sample permission sets are included under the permission_sets directory. Copy the contents from this file harness-project/templates/roles/permission_sets/Security_Orchestration.yaml into the new role file created.

   Multiple permissions could be added and interspersed from other permission sets. For the purposes of this exercise, copy the entire set.

   

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4. Create the file harness-project/templates/groups/Security_Champions.yaml

5. Copy the contents from this file harness-project/templates/groups/Project_Viewers.yaml into the new group file created.

6. Add a new role binding to include the new role.

   - role: Security_Champions 
     resource_group: _all_project_level_resources

   

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7. Save and commit your changes.

   For this workshop, commit directly to main. In a different workshop, you will work through a feature branch upgrade process

8. Push your changes to Harness Code

9. Apply customizations to the custom project

   • Navigate to the Solutions Factory project in your Harness Account

   • Open the IACM Workspaces and select the workspace Lab_Custom-Project

   • Click Provision and Run the pipeline

     This pipeline will require a review to verify the changes to be applied. Based on the changes included, you should see four resources Added

   • Approve the change and wait for the pipeline to finish

10. Navigate to the Custom Project project and look at the new RBAC configuration that was added

11. Apply the change to all the existing workspaces

    • Navigate to the Solutions Factory project in your Harness Account

    • Filter your pipelines by typing iacm in the pipeline search bar

    • Run the pipeline Bulk Workspace Management

      • WORKSPACE_SOURCE = official

      • WORKSPACE_TYPE = harness-project

      • WORKSPACE_STATUS = any

      • WORKSPACE_CHANGE_SOURCE = yes

      • WORKSPACE_ACTION = apply

      This pipeline will migrate the original two projects created to use the new custom-template-library changes.

    • After the Bulk Workspace Management completes, it will have started new executions of the Provision Workspace pipeline for each matching IACM Workspace

    • Approve the changes to the existing workspaces

12. Verify the changes have been applied.

    • The projects should include the new changes

    • The Workspaces will now be source:custom and the Repository Git Connector is Custom Harness Template Library Repo