Skip to content

[Part 1] Update docs for Cloud UI navigation redesign #1833

New issue

Have a question about this project? Sign up for a free GitHub account to open an issue and contact its maintainers and the community.

By clicking “Sign up for GitHub”, you agree to our terms of service and privacy statement. We’ll occasionally send you account related emails.

Already on GitHub? Sign in to your account

Merged
merged 6 commits into from
Jun 25, 2025
Merged
Show file tree
Hide file tree
Changes from all commits
Commits
File filter

Filter by extension

Filter by extension

Conversations
Failed to load comments.
Loading
Jump to
Jump to file
Failed to load files.
Loading
Diff view
Diff view
4 changes: 2 additions & 2 deletions deploy-manage/api-keys/elastic-cloud-api-keys.md
Original file line number Diff line number Diff line change
Expand Up @@ -27,8 +27,8 @@ These keys provides access to the API that enables you to manage your deployment

1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
2. Go to your avatar in the upper right corner and choose **Organization**.
3. On the API keys tab of the **Organization** page, click **Create API Key**.
4. From the **Create API Key** page, you can configure your new key by adding a name, set expiration, or assign [roles](../users-roles/cloud-organization/user-roles.md).
3. On the **API keys** tab of the **Organization** page, click **Create API key**.
4. On the **Create API key** flyout, you can configure your new key by adding a name, set expiration, or assign [roles](../users-roles/cloud-organization/user-roles.md).

By default, API keys expire after three months. You can set the expiration to a different preset value or to a specific date, up to one year. If you need the key to work indefinitely, you can also set its expiration to Never. In this case, the key won’t expire.

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -24,7 +24,7 @@ Trials get converted to paid subscriptions and billing starts when you add a cre
To add your billing details:

1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
2. Select the user icon on the header bar and select **Billing** from the menu.
2. Select **Billing and Subscription** from the lower navigation menu or click the user icon on the header bar and select **Billing**.
3. On the **Overview** page, select **Add billing information**.
4. If prompted, complete the multifactor authentication (MFA) required by your bank.

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -33,7 +33,7 @@ If, at any time during your monthly subscription with {{ecloud}}, you decide you
To change your subscription level:

1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
2. Select the user icon on the header bar and select **Billing** from the menu.
2. Select **Billing and Subscription** from the lower navigation menu or click the user icon on the header bar and select **Billing**.
3. On the **Overview** page, select **Update subscription**.
4. Choose a new subscription level.
5. Save your changes.
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -26,8 +26,7 @@ You can check the detailed usage for a selected time range grouped either by pro
To access your account usage:

1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
2. Open the user menu in the header bar.
3. Select **Billing** under the user menu.
2. Select **Billing and Subscription** from the lower navigation menu or click the user icon on the header bar and select **Billing**.
4. Go to the **Usage** page.

::::{important}
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -23,7 +23,7 @@ Operational contacts can only receive operational notifications, such as out-of-
To update billing and operational contacts, or set an email address for monitoring alerts:

1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
2. Select the user icon on the header bar and choose **Organization** from the menu.
2. Select **Organization** from the lower navigation menu or click the user icon on the header bar and select **Organization**.
3. On the **Contacts** page, specify your new contacts.

You can specify multiple email addresses for each category. They become effective immediately and no further confirmation of the email addresses is required.
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -18,5 +18,5 @@ Information about outstanding payments and billing receipts is available from th
To check your billing history:

1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
2. Select the user icon on the header bar and choose **Billing** from the menu.
2. Select **Billing and Subscription** from the lower navigation menu or click the user icon on the header bar and select **Billing**.
3. On the **History** page, select the invoice number for a detailed PDF.
2 changes: 1 addition & 1 deletion deploy-manage/deploy/elastic-cloud/aws-marketplace.md
Original file line number Diff line number Diff line change
Expand Up @@ -27,7 +27,7 @@ Some differences exist when you subscribe to {{ecloud}} through the AWS Marketpl
* Pricing is based on the AWS region, the size of your deployment, as well as some other parameters such as data transfer out, data transfer internode, snapshot storage, and snapshot APIs. For more details, check [Billing Dimensions](../../cloud-organization/billing/cloud-hosted-deployment-billing-dimensions.md).
* The consolidated charges for your {{ecloud}} subscription display in the AWS Marketplace billing console. It can take a day or two before new charges show up.
* Regardless of where your deployment is hosted (visible in the {{ecloud}} console), the AWS Marketplace charges for all AWS regions are metered in US East (Northern Virginia). As a result, US East (Northern Virginia) is listed as the region in the AWS Marketplace console.
* To get a detailed breakdown of your charges by deployment or by product, open the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body) and go to **Account & Billing** > **Usage**.
* To get a detailed breakdown of your charges by deployment or by product, open the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body) and from the user icon on the header bar, select **Billing** > **Usage**.
* To end your trial or unsubscribe from the service, delete your deployment(s).
* Elastic provides different [subscription levels](https://www.elastic.co/subscriptions/cloud). During your 7-day trial you will automatically have an Enterprise level subscription. After the trial you can choose the subscription level.

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -107,8 +107,8 @@ Bundles
You must upload your files before you can apply them to your cluster configuration:

1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
2. Find your deployment on the home page or on the **Hosted deployments** page, then select **Manage** to access its settings menus.
3. Under **Features**, select **Extensions**.
2. Find your deployment on the home page and select **Manage**, or select your deployment from the **Hosted deployments** page.
3. From the lower navigation menu, select **Extensions**.
4. Select **Upload extension**.
5. Complete the extension fields, including the {{es}} version.

Expand Down
Binary file modified deploy-manage/images/cloud-autoops-how-to-access.png
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Binary file not shown.
Binary file not shown.
Binary file removed deploy-manage/images/cloud-es-health-page.png
Binary file not shown.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
Loading
Sorry, something went wrong. Reload?
Sorry, we cannot display this file.
Sorry, this file is invalid so it cannot be displayed.
7 changes: 3 additions & 4 deletions deploy-manage/monitor/autoops/ec-autoops-how-to-access.md
Original file line number Diff line number Diff line change
Expand Up @@ -17,10 +17,9 @@ AutoOps supports {{es}} versions according to the [supported {{stack}} versions]

To access AutoOps from your {{ecloud}} console, follow these steps:

1. Log in to your {{ech}} account. Use your credentials to access your {{ecloud}} dashboard.
2. Navigate through your list of deployments and locate the one you want to manage.
3. Click **Manage** on the right side of the selected deployment.
4. On the deployment details page, click **Open AutoOps**.
1. Log in to your {{ech}} account.
2. Locate the deployment you want to work on and select **Manage**.
4. On the deployment overview page, select **Open AutoOps**.

:::{image} /deploy-manage/images/cloud-autoops-how-to-access.png
:alt: How to access AutoOps
Expand Down
18 changes: 9 additions & 9 deletions deploy-manage/monitor/cloud-health-perf.md
Original file line number Diff line number Diff line change
Expand Up @@ -20,22 +20,22 @@ These features augment [AutoOps](/deploy-manage/monitor/autoops.md) and [stack m

Health is reported based on the following areas: Shard availability, master node health, Snapshot Lifecycle Management (SLM), Index Lifecycle Management (ILM), and repository integrity.

The deployment **Health** page provides detailed information on health issues, impacted areas, and troubleshooting support.
The deployment **Monitoring** page provides detailed information on health issues, impacted areas, and troubleshooting support.

To view the health for a deployment:

:::{include} ../_snippets/find-manage-deployment-ech-and-ece.md
:::

3. Under the deployment's name in the navigation menu, select **Health**.
4. From the navigation menu, select **Monitoring**.

The **Health** page provides the following information:
The **Monitoring** page provides the following information:

* Health issues for {{kib}}, Enterprise Search, APM, and plan changes are reported in the health banner.
* Health issues for {{es}} clusters are broken down into a table with more details on Severity, Description and Affected capabilities.
* Health issues for {{es}} clusters are broken down into a table with more details.

:::{image} /deploy-manage/images/cloud-es-health-page.png
:alt: {{es}} Health page
:::{image} /deploy-manage/images/cloud-es-monitoring-page.png
:alt: {{es}} Monitoring page
:::

* **Severity**: A critical issue impacts operations such as search and ingest and should be addressed as soon as possible. Warnings don’t impact the cluster immediately but might lead to more critical issues over time such as a corrupted repository might lead to no backups being available in the future. |
Expand All @@ -44,8 +44,8 @@ The **Health** page provides the following information:

You can also search and filter the table based on affected resources, such as indices, repositories, nodes, or SLM policies. Individual issues can be further expanded to get more details and guided troubleshooting.

:::{image} /deploy-manage/images/cloud-es-health-page-table.png
:alt: {{es}} Health page with details and troubleshooting
:::{image} /deploy-manage/images/cloud-es-monitoring-page-table.png
:alt: {{es}} Expanded health issue with details and troubleshooting
:::

For more information about specific errors, refer to [](/troubleshoot/elasticsearch.md). You can also [contact us](/troubleshoot/index.md#contact-us) if you need more help.
Expand Down Expand Up @@ -79,7 +79,7 @@ deployment:

{{ech}} deployments offer an additional **Performance** page to get further information about your cluster performance.

If you observe issues on search and ingest operations in terms of increased latency or throughput for queries, these might not be directly reported on the **Health** page, unless they are related to shard health or master node availability.
If you observe issues on search and ingest operations in terms of increased latency or throughput for queries, these might not be directly reported on the **Monitoring** page, unless they are related to shard health or master node availability.

The **Performance** page and the out-of-the-box logs allow you to monitor your cluster performance, but for production applications we strongly recommend setting up a dedicated monitoring cluster. Refer to [Understanding deployment health](#ec-health-best-practices), for more guidelines on how to monitor you cluster performance.

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -67,9 +67,9 @@ If you need to update the permissions granted by a cross-cluster API key for a r

1. On the deployment you will use as remote, use the [{{es}} API](https://www.elastic.co/docs/api/doc/elasticsearch/operation/operation-security-create-cross-cluster-api-key) or [{{kib}}](../api-keys/elasticsearch-api-keys.md) to create a cross-cluster API key with the appropriate permissions. Configure it with access to the indices you want to use for {{ccs}} or {{ccr}}.
2. Copy the encoded key (`encoded` in the response) to a safe location. You will need it in the next steps.
3. Go to the **Security** page of the local deployment and locate the **Remote connections** section.
3. From the navigation menu, select **Security** and locate the **Remote connections** section.
4. Locate the API key currently used for connecting to the remote cluster, copy its current alias, and delete it.
5. Add the new API key by selecting **Add an API key**.
5. Add the new API key by selecting **Add API key**.

* For the **Setting name**, enter the same alias that was used for the previous key.

Expand Down
2 changes: 1 addition & 1 deletion deploy-manage/remote-clusters/ec-enable-ccs.md
Original file line number Diff line number Diff line change
Expand Up @@ -65,7 +65,7 @@ For remote clusters configured using TLS certificate authentication, [traffic fi
Traffic filtering for remote clusters supports 2 methods:

* [Filtering by IP addresses and Classless Inter-Domain Routing (CIDR) masks](../security/ip-traffic-filtering.md)
* Filtering by Organization or {{es}} cluster ID with a Remote cluster type filter. You can configure this type of filter from the **Features** > **Traffic filters** page of your organization or using the [{{ecloud}} RESTful API](https://www.elastic.co/docs/api/doc/cloud) and apply it from each deployment’s **Security** page.
* Filtering by Organization or {{es}} cluster ID with a Remote cluster type filter. You can configure this type of filter from the **Security** > **Traffic filters** page of your organization or using the [{{ecloud}} RESTful API](https://www.elastic.co/docs/api/doc/cloud) and apply it from each deployment’s **Security** page.

::::{note}
When setting up traffic filters for a remote connection to an {{ece}} environment, you also need to upload the region’s TLS certificate of the local cluster to the {{ece}} environment’s proxy. You can find that region’s TLS certificate in the **Security** page of any deployment of the environment initiating the remote connection.
Expand Down
4 changes: 2 additions & 2 deletions deploy-manage/remote-clusters/ec-remote-cluster-ece.md
Original file line number Diff line number Diff line change
Expand Up @@ -61,8 +61,8 @@ The steps to follow depend on whether the Certificate Authority (CA) of the remo

On the **Hosted deployments** page you can narrow your deployments by name, ID, or choose from several other filters. To customize your view, use a combination of filters, or change the format from a grid to a list.

3. From the deployment menu, select **Security**.
4. Locate **Remote connections** and select **Add an API key**.
3. From the navigation menu, select **Security**.
4. Locate **Remote connections** and select **Add API key**.

1. Add a setting:

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -61,8 +61,8 @@ The API key created previously will be used by the local deployment to authentic

On the **Hosted deployments** page you can narrow your deployments by name, ID, or choose from several other filters. To customize your view, use a combination of filters, or change the format from a grid to a list.

3. From the deployment menu, select **Security**.
4. Locate **Remote connections** and select **Add an API key**.
3. From the navigation menu, select **Security**.
4. Locate **Remote connections** and select **Add API key**.

1. Fill both fields.

Expand Down
11 changes: 3 additions & 8 deletions deploy-manage/remote-clusters/ec-remote-cluster-same-ess.md
Original file line number Diff line number Diff line change
Expand Up @@ -61,8 +61,8 @@ The API key created previously will be used by the local deployment to authentic

On the **Hosted deployments** page you can narrow your deployments by name, ID, or choose from several other filters. To customize your view, use a combination of filters, or change the format from a grid to a list.

3. From the deployment menu, select **Security**.
4. Locate **Remote connections** and select **Add an API key**.
3. From the navigation menu, select **Security**.
4. Locate **Remote connections** and select **Add API key**.

1. Fill both fields.

Expand All @@ -84,16 +84,11 @@ If you later need to update the remote connection with different permissions, yo
::::::{tab-item} TLS certificate (deprecated)
### Set the default trust with other clusters in the same {{ecloud}} organization [ec_set_the_default_trust_with_other_clusters_in_the_same_elasticsearch_service_organization]

By default, any deployment that you create trusts all other deployments in the same organization. You can change this behavior in the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body) under **Features** > **Trust**, so that when a new deployment is created it does not automatically trust any other deployment. You can choose one of the following options:
By default, any deployment that you create trusts all other deployments in the same organization. To manage this behavior in the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body), go to **Trust management** from the lower navigation menu. You can choose one of the following options:

* Trust all my deployments - All of your organization’s deployments created while this option is selected already trust each other. If you keep this option, that includes any deployments you’ll create in the future. You can directly jump to [Connect to the remote cluster](/deploy-manage/remote-clusters/ec-remote-cluster-same-ess.md#ec_connect_to_the_remote_cluster) to finalize the CCS or CCR configuration.
* Trust no deployment - New deployments won’t trust any other deployment when they are created. You can instead configure trust individually for each of them in their security settings, as described in the next section.

:::{image} /deploy-manage/images/cloud-ec-account-trust-management.png
:alt: Trust management at the account Level
:screenshot:
:::

::::{note}
* The level of trust of existing deployments is not modified when you change this setting. You must instead update the trust settings individually for each deployment you wish to change.
* Deployments created before the {{ecloud}} February 2021 release trust only themselves. You have to update the trust setting for each deployment that you want to either use as a remote cluster or configure to work with a remote cluster.
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -61,8 +61,8 @@ The steps to follow depend on whether the Certificate Authority (CA) of the remo

On the **Hosted deployments** page you can narrow your deployments by name, ID, or choose from several other filters. To customize your view, use a combination of filters, or change the format from a grid to a list.

3. From the deployment menu, select **Security**.
4. Locate **Remote connections** and select **Add an API key**.
3. From the navigation menu, select **Security**.
4. Locate **Remote connections** and select **Add API key**.

1. Add a setting:

Expand Down
2 changes: 1 addition & 1 deletion deploy-manage/security/_snippets/associate-filter.md
Original file line number Diff line number Diff line change
@@ -1,3 +1,3 @@
1. Go to the deployment.
2. On the **Security** page, under **Traffic filters** select **Apply filter**.
2. On the **Security** page, in the **Traffic filters** section, select **Apply filter**.
3. Choose the filter you want to apply and select **Apply filter**.
4 changes: 2 additions & 2 deletions deploy-manage/security/_snippets/create-filter.md
Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
1. Log in to the [{{ecloud}} Console](https://cloud.elastic.co?page=docs&placement=docs-body).
2. Find your deployment on the home page or on the **Hosted deployments** page, then select **Manage** to access its settings menus.
3. Under the **Features** tab, open the **Traffic filters** page.
2. Find your deployment on the home page and select **Manage**, or select your deployment from the **Hosted deployments** page.
3. From the lower navigation menu, select **Traffic filters**.
4. Select **Create filter**.
2 changes: 1 addition & 1 deletion deploy-manage/security/_snippets/delete-ruleset.md
Original file line number Diff line number Diff line change
Expand Up @@ -3,6 +3,6 @@ If you need to remove a rule set, you must first remove any associations with de
To delete a rule set with all its rules:

1. [Remove any deployment associations](/deploy-manage/security/gcp-private-service-connect-traffic-filters.md#remove-filter-deployment).
2. From the **Account** menu, select **Traffic filters**.
2. From the lower navigation menu, select **Traffic filters**.
3. Find the rule set you want to edit.
4. Select the **Remove** icon. The icon is inactive if there are deployments assigned to the rule set.
2 changes: 1 addition & 1 deletion deploy-manage/security/_snippets/edit-ruleset.md
Original file line number Diff line number Diff line change
@@ -1,3 +1,3 @@
1. From the **Account** menu, select **Traffic filters**.
1. From the lower navigation menu, select **Traffic filters**.
2. Find the rule set you want to edit.
3. Select the **Edit** icon.
2 changes: 1 addition & 1 deletion deploy-manage/security/_snippets/remove-filter.md
Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
If you want to remove any traffic restrictions from a deployment or delete a rule set, you’ll need to remove any rule set associations first. To remove an association through the UI:

1. Go to the deployment.
2. On the **Security** page, under **Traffic filters** select **Remove**.
2. On the **Security** page, in the **Traffic filters** section, select **Remove**.
Loading
Loading