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chore: rename IAM to instance (#11351)

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# Which Problems Are Solved

In many cases IAM was used where instance was meant. 

# How the Problems Are Solved

- Rename wrong usage of IAM to instance all over the code base.
- Add an agents.md which explains the terms used in Zitadel's
architecture.

# Additional Context

- closes #11280

---------

Co-authored-by: Copilot <[email protected]>
Co-authored-by: muhlemmer <[email protected]>
Co-authored-by: Copilot <[email protected]>
Co-authored-by: Marco A. <[email protected]>
This commit is contained in:
Tim Möhlmann
2026-02-10 20:25:39 +01:00
committed by GitHub
co-authored by Copilot muhlemmer Copilot Marco A.
parent 67a02a6aeb
commit 5a2181bcec
110 changed files with 392 additions and 478 deletions
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apps/docs/content/guides/migrate/sources/zitadel.mdx
+4 -4
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@@ -14,7 +14,7 @@ This guide explains how to migrate from ZITADEL, this includes
The following scripts don't include:
- Global policies
- IAM members
- Instance members
- Global IDPs
- Global second factor / multi-factors
- Machine keys
@@ -30,7 +30,7 @@ Note that the resources will be migrated without the event stream. This means th
## Authorization
You need a PAT from a service user with IAM Owner permissions in both the source and target system.
You need a PAT from a service user with instance Owner permissions in both the source and target system.
### Source system
@@ -38,7 +38,7 @@ You need a PAT from a service user with IAM Owner permissions in both the source
2. Create a service user "import_user" with Access Token Type "Bearer"
3. Create a [personal access token](/guides/integrate/service-accounts/personal-access-token)
4. Go to the Default settings
5. Add the import_user as [manager](/guides/manage/console/managers) with the role "IAM Owner"
5. Add the import_user as [manager](/guides/manage/console/managers) with the role "instance Owner"
Save the PAT to the environment variable `PAT_EXPORT_TOKEN` and the source domain as `ZITADEL_EXPORT_DOMAIN` to run the following scripts.
@@ -48,7 +48,7 @@ Save the PAT to the environment variable `PAT_EXPORT_TOKEN` and the source domai
2. Create a service user "export_user" with Access Token Type "Bearer"
3. Create a [personal access token](/guides/integrate/service-accounts/personal-access-token)
4. Go to the Default settings
5. Add the export_user as [manager](/guides/manage/console/managers) with the role "IAM Owner"
5. Add the export_user as [manager](/guides/manage/console/managers) with the role "instance Owner"
Save the PAT to the environment variable `PAT_IMPORT_TOKEN` and the source domain as `ZITADEL_IMPORT_DOMAIN` to run the following scripts.