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Update cockroachcloud/ links in Cloud 2.0 to use Liquid syntax (#18846)
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* Update cockroachcloud/ links in Cloud 2.0 to use Liquid syntax

Relates to DOC-10953
Relates to #18844
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mdlinville authored Aug 23, 2024
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{% assign tab_names_html = "CockroachDB Basic;CockroachDB Standard;CockroachDB Advanced" %}
{% assign html_page_filenames = "basic-cluster-management.html;cluster-management.html;cluster-management.html;advanced-cluster-management.html" %}
{% assign html_page_filenames = "basic-cluster-management.html;cluster-management.html;cluster-management-advanced.html;advanced-cluster-management.html" %}

{% include filter-tabs.md tab_names=tab_names_html page_filenames=html_page_filenames page_folder="cockroachcloud" %}
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{{site.data.alerts.callout_info}}
Cockroach Labs recommends enabling Egress Perimeter Controls on CockroachDB {{ site.data.products.advanced }} clusters to mitigate the risk of data exfiltration when accessing external resources, such as cloud storage for change data capture or backup and restore operations. See [Egress Perimeter Controls](https://www.cockroachlabs.com/docs/cockroachcloud/egress-perimeter-controls) for detail and setup instructions.
Cockroach Labs recommends enabling Egress Perimeter Controls on CockroachDB {{ site.data.products.advanced }} clusters to mitigate the risk of data exfiltration when accessing external resources, such as cloud storage for change data capture or backup and restore operations. See [Egress Perimeter Controls]({% link cockroachcloud/egress-perimeter-controls.md %}) for detail and setup instructions.
{{site.data.alerts.end}}
2 changes: 1 addition & 1 deletion src/current/cockroachcloud/alerts-page.md
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Expand Up @@ -24,7 +24,7 @@ The **Alerts** page is applicable for CockroachDB {{ site.data.products.advanced

### CMEK

The [Customer-Managed Encryption Keys (CMEK)](https://www.cockroachlabs.com/docs/cockroachcloud/cmek) alert is triggered when the cluster node is unable to start due to CMEK key access failure.
The [Customer-Managed Encryption Keys (CMEK)]({% link cockroachcloud/cmek.md %}) alert is triggered when the cluster node is unable to start due to CMEK key access failure.
{% comment %}- Encrypted backup failed due to CMEK key access failure.{% endcomment %}

If you receive the alert repeatedly, verify the following:
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90 changes: 90 additions & 0 deletions src/current/cockroachcloud/cluster-management-advanced.md
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---
title: Manage a CockroachDB Advanced Cluster
summary: Manage your cluster's schema, data, and more.
toc: true
docs_area: manage
---

{% include cockroachcloud/filter-tabs/cluster-management.md %}

This page describes the cluster management and cluster deletion workflows for CockroachDB {{ site.data.products.advanced }}.

## Planning your cluster

Before making any changes to your cluster's regions, review the [requirements and recommendations]({% link cockroachcloud/plan-your-cluster.md %}) for CockroachDB {{ site.data.products.cloud }} cluster configuration.

## View Clusters page

After you [log in to the CockroachDB {{ site.data.products.cloud }} Console](https://cockroachlabs.cloud/), the **Clusters** page is displayed. The **Clusters** page provides a high-level view of your clusters.

To view and manage a specific cluster, click the name of the cluster. The [**Overview**](#view-cluster-overview) page will display.

## View cluster overview

The [**Overview** page]({% link cockroachcloud/cluster-overview-page.md %}) displays details about the selected CockroachDB {{ site.data.products.cloud }} cluster.

From the **Overview** page, you can connect to your cluster. For more information, refer to [Connect to Your CockroachDB {{ site.data.products.advanced }} Cluster]({% link cockroachcloud/connect-to-your-cluster.md %}).

## Add a region to your cluster

1. Navigate to the cluster's **Overview** page.
1. In the **Cluster settings** section, click the pencil icon next to the cluster's **Regions**.

The **Edit Cluster** page displays.

1. On the **Regions** page, click Add Region and select the desired new region.
1. In the sidebar, verify the hourly estimated cost for the cluster.
1. Click **Next: Capacity** and then **Update cluster**.

## Edit cluster capacity

To edit your cluster's capacity:

1. Navigate to the cluster's **Overview** page.
1. In the **Capacity** section, click **Update capacity**.
The **Capacity** page displays.
1. Enter the desired compute per node and storage per node.

1. In the sidebar, verify the new estimated cost for the cluster and click **Update cluster**.

{% comment %}
## Configure PCI ready features

CockroachDB {{ site.data.products.advanced }} clusters have a **PCI ready** panel to monitor the status of security features required for [PCI DSS readiness]({% link cockroachcloud/pci-dss.md %}). Feature statuses will update from **INACTIVE** to **ACTIVE** once you configure them. Learn more about configuring these features:

- [CockroachDB {{ site.data.products.cloud }} Organization Audit logs]({% link cockroachcloud/cloud-org-audit-logs.md %})
- [Customer-Managed Encryption Keys (CMEK)]({% link cockroachcloud/managing-cmek.md %})
- [Egress Perimeter Controls]({% link cockroachcloud/egress-perimeter-controls.md %})
- Single Sign-On (SSO) for your [CockroachDB {{ site.data.products.cloud }} organization]({% link cockroachcloud/configure-cloud-org-sso.md %}) and your [clusters]({% link cockroachcloud/cloud-sso-sql.md %})
- [Network security]({% link cockroachcloud/network-authorization.md %})

You can also check the status of these features on the [**PCI ready**]({% link cockroachcloud/cluster-overview-page.md %}?filters=dedicated#pci-ready-dedicated-advanced) page of the CockroachDB {{ site.data.products.cloud }} Console.
{% endcomment %}

## Restore data from a backup

Refer to [Managed-Service Backups]({% link cockroachcloud/use-managed-service-backups.md %}) for instructions to restore your cluster from an automatic cluster backup.

You can also [back up and restore]({% link cockroachcloud/take-and-restore-customer-owned-backups.md %}) your cluster manually. You can take [backups locally]({% link cockroachcloud/take-and-restore-customer-owned-backups.md %}) to [`userfile`]({% link {{site.current_cloud_version}}/use-userfile-storage.md %}) or [back up to cloud storage]({% link cockroachcloud/take-and-restore-customer-owned-backups.md %}).

## Enable deletion protection

To help prevent a cluster from being deleted by mistake, you can enable _deletion protection_. Before you can delete a cluster with deletion protection enabled, you must disable deletion protection. A user with permission to delete a cluster can enable deletion protection on the same cluster.

1. Navigate to the **Overview** page for the cluster you want to protect.
1. If deletion protection is disabled, click the pencil icon next to it. Toggle the setting, then click **Save**.

## Delete cluster

{{site.data.alerts.callout_danger}}
Deleting a cluster will delete all cluster data.
{{site.data.alerts.end}}

Proceed with the following steps only if you are sure you want to delete a cluster:

1. Navigate to the **Overview** page for the cluster you want to delete.
1. If [deletion protection](#enable-deletion-protection) is enabled, click the pencil icon next to it. Toggle the setting, then click **Save**.
1. Click the **Actions** button in the top right corner.
1. Select **Delete cluster**.
1. In the confirmation window, enter the name of the cluster.
1. Click **Delete**.
7 changes: 4 additions & 3 deletions src/current/cockroachcloud/egress-perimeter-controls.md
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Expand Up @@ -33,12 +33,13 @@ Regardless of user-specific Egress Perimeter Control policy, egress is always pe
{{site.data.alerts.end}}

## Before you begin

{% comment %}Commented out for Cloud 2.0 for now, awaiting confirmation about PCI Ready
- Egress Perimeter Controls are supported on AWS and GCP for the following deployment types:
- CockroachDB {{ site.data.products.dedicated }} advanced with [PCI-ready features](https://www.cockroachlabs.com/docs/cockroachcloud/cluster-management#configure-pci-ready-features-dedicated-advanced).
- CockroachDB {{ site.data.products.dedicated }} [Private Cluster]({% link cockroachcloud/private-clusters.md %}).
- CockroachDB {{ site.data.products.advanced }} clusters with [PCI-ready features]({% link cockroachcloud/cluster-management-advanced.md %}#configure-pci-ready-features-dedicated-advanced).
- CockroachDB {{ site.data.products.advanced }} [Private Clusters]({% link cockroachcloud/private-clusters.md %}).

Egress Perimeter Controls are not supported for CockroachDB {{ site.data.products.dedicated }} on Azure or for CockroachDB {{ site.data.products.serverless }}.
{% endcomment %}
- You need a service account with the [Cluster Administrator]({% link cockroachcloud/authorization.md %}#cluster-administrator) role on clusters in your organization. You can provision service accounts and API keys in CockroachDB Cloud Console. Refer to [Service Accounts]({% link cockroachcloud/managing-access.md %}#manage-service-accounts).

{{site.data.alerts.callout_danger}}
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4 changes: 2 additions & 2 deletions src/current/v23.1/api-support-policy.md
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Expand Up @@ -82,8 +82,8 @@ A *mixed* API includes both stable and unstable features.
| [Cluster API]({% link {{ page.version.version }}/cluster-api.md %}) | Mixed | [Versioned independently from CockroachDB.]({% link {{ page.version.version }}/cluster-api.md %}#versioning-and-stability) | For information on supported endpoints, see [Cluster API]({% link {{ page.version.version }}/cluster-api.md %}). | CockroachDB {{ site.data.products.dedicated }}, CockroachDB {{ site.data.products.core }} |
| [DB Console]({% link {{ page.version.version }}/ui-overview.md %}) | Unstable | N/A | For stable access to the information present in this tool, use the [Cluster API]({% link {{ page.version.version }}/cluster-api.md %}). | CockroachDB {{ site.data.products.dedicated }}, CockroachDB {{ site.data.products.core }} |
| [Logging]({% link {{ page.version.version }}/logging-overview.md %}) | Mixed | Versioned concurrently with CockroachDB. | Stability varies by [event type]({% link {{ page.version.version }}/eventlog.md %}). Structured events are stable and unstructured events are unstable. | CockroachDB {{ site.data.products.dedicated }}, CockroachDB {{ site.data.products.core }} |
| [`ccloud` CLI](https://www.cockroachlabs.com/docs/cockroachcloud/ccloud-get-started) | Mixed | Versioned independently from CockroachDB. | Default output is unstable. Specify the `–json` argument in the CLI for stable output that follows the versioning scheme. | CockroachDB {{ site.data.products.cloud }} |
| [CockroachDB {{ site.data.products.cloud }} API](https://www.cockroachlabs.com/docs/cockroachcloud/cloud-api) | Stable | Versioned independently from CockroachDB. | | CockroachDB {{ site.data.products.cloud }} |
| [`ccloud` CLI]({% link cockroachcloud/ccloud-get-started.md %}) | Mixed | Versioned independently from CockroachDB. | Default output is unstable. Specify the `–json` argument in the CLI for stable output that follows the versioning scheme. | CockroachDB {{ site.data.products.cloud }} |
| [CockroachDB {{ site.data.products.cloud }} API]({% link cockroachcloud/cloud-api.md %}) | Stable | Versioned independently from CockroachDB. | | CockroachDB {{ site.data.products.cloud }} |
| CockroachDB {{ site.data.products.cloud }} Console | Unstable | N/A | | CockroachDB {{ site.data.products.cloud }} |
| [Advanced Debug endpoints]({% link {{ page.version.version }}/ui-debug-pages.md %}) | Reserved | N/A | | N/A |

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4 changes: 2 additions & 2 deletions src/current/v23.1/authorization.md
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Expand Up @@ -7,12 +7,12 @@ docs_area: manage

This page documents procedures for managing the lifecycle of SQL users and roles on CockroachDB clusters.

Procedures for managing access are covered in [Managing Access in CockroachDB {{ site.data.products.cloud }}](https://www.cockroachlabs.com/docs/cockroachcloud/managing-access).
Procedures for managing access are covered in [Managing Access in CockroachDB {{ site.data.products.cloud }}]({% link cockroachcloud/managing-access.md %}).

{{site.data.alerts.callout_info}}
The concept of *Organization user* is distinct from Authorization of *SQL user/role* on clusters is distinct from authorization of CockroachDB {{ site.data.products.cloud }} users within CockroachDB {{ site.data.products.cloud }} organizations.

Learn more: [Overview of the CockroachDB Cloud authorization model](https://www.cockroachlabs.com/docs/cockroachcloud/authorization#overview-of-the-cockroachdb-cloud-two-level-authorization-model)
Learn more: [Overview of the CockroachDB Cloud authorization model]({% link cockroachcloud/authorization.md %}#overview-of-the-cockroachdb-cloud-authorization-model)
{{site.data.alerts.end}}


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6 changes: 3 additions & 3 deletions src/current/v23.1/aws-dms.md
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Expand Up @@ -39,7 +39,7 @@ Complete the following items before starting the DMS migration:

This prevents a potential issue when migrating especially large tables with millions of rows.

- Manually create all schema objects in the target CockroachDB cluster. If you are migrating from PostgreSQL, MySQL, Oracle, or Microsoft SQL Server, you can [use the **Schema Conversion Tool**](https://www.cockroachlabs.com/docs/cockroachcloud/migrations-page) to convert and export your schema.
- Manually create all schema objects in the target CockroachDB cluster. If you are migrating from PostgreSQL, MySQL, Oracle, or Microsoft SQL Server, you can [use the **Schema Conversion Tool**]({% link cockroachcloud/migrations-page.md %}) to convert and export your schema.

- All tables must have an explicitly defined primary key. For more guidance, see the [Migration Overview]({% link {{ page.version.version }}/migration-overview.md %}#schema-design-best-practices).

Expand Down Expand Up @@ -215,7 +215,7 @@ If your migration failed for some reason, you can check the checkbox next to the

### AWS PrivateLink

If using CockroachDB {{ site.data.products.standard }} or {{ site.data.products.advanced }}, you can enable [AWS PrivateLink](https://aws.amazon.com/privatelink/) to securely connect your AWS application with your CockroachDB {{ site.data.products.standard }} or {{ site.data.products.advanced }} cluster using a private endpoint. To configure AWS PrivateLink with CockroachDB {{ site.data.products.standard }} or {{ site.data.products.advanced }}, see [Network Authorization](https://www.cockroachlabs.com/docs/cockroachcloud/network-authorization#aws-privatelink).
If using CockroachDB {{ site.data.products.standard }} or {{ site.data.products.advanced }}, you can enable [AWS PrivateLink](https://aws.amazon.com/privatelink/) to securely connect your AWS application with your CockroachDB {{ site.data.products.standard }} or {{ site.data.products.advanced }} cluster using a private endpoint. To configure AWS PrivateLink with CockroachDB {{ site.data.products.standard }} or {{ site.data.products.advanced }}, see [Network Authorization]({% link cockroachcloud/network-authorization.md %}#aws-privatelink).

### `BatchApplyEnabled`

Expand Down Expand Up @@ -413,7 +413,7 @@ The `BatchApplyEnabled` setting can improve replication performance and is recom
## See Also

- [Migration Overview]({% link {{ page.version.version }}/migration-overview.md %})
- [Schema Conversion Tool](https://www.cockroachlabs.com/docs/cockroachcloud/migrations-page)
- [Schema Conversion Tool]({% link cockroachcloud/migrations-page.md %})
- [`cockroach demo`]({% link {{ page.version.version }}/cockroach-demo.md %})
- [AWS DMS documentation](https://docs.aws.amazon.com/dms/latest/userguide/Welcome.html)
- [Client connection parameters]({% link {{ page.version.version }}/connection-parameters.md %})
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2 changes: 1 addition & 1 deletion src/current/v23.1/bulk-delete-data.md
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Expand Up @@ -33,7 +33,7 @@ Exercise caution when batch deleting rows from tables with foreign key constrain

Before reading this page, do the following:

- [Create a CockroachDB {{ site.data.products.standard }} cluster](https://www.cockroachlabs.com/docs/cockroachcloud/quickstart) or [start a local cluster](https://www.cockroachlabs.com/docs/cockroachcloud/quickstart?filters=local).
- [Create a CockroachDB {{ site.data.products.standard }} cluster]({% link cockroachcloud/quickstart.md %}) or [start a local cluster](https://www.cockroachlabs.com/docs/cockroachcloud/quickstart?filters=local).
- [Install a Driver or ORM Framework]({% link {{ page.version.version }}/install-client-drivers.md %}).
- [Connect to the database]({% link {{ page.version.version }}/connect-to-the-database.md %}).
- [Insert data]({% link {{ page.version.version }}/insert-data.md %}) that you now want to delete.
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2 changes: 1 addition & 1 deletion src/current/v23.1/bulk-update-data.md
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Expand Up @@ -19,7 +19,7 @@ Exercise caution when batch-updating rows from tables with foreign key constrain

Before reading this page, do the following:

- [Create a CockroachDB {{ site.data.products.standard }} cluster](https://www.cockroachlabs.com/docs/cockroachcloud/quickstart) or [start a local cluster](https://www.cockroachlabs.com/docs/cockroachcloud/quickstart?filters=local).
- [Create a CockroachDB {{ site.data.products.standard }} cluster]({% link cockroachcloud/quickstart.md %}) or [start a local cluster](https://www.cockroachlabs.com/docs/cockroachcloud/quickstart?filters=local).
- [Install a Driver or ORM Framework]({% link {{ page.version.version }}/install-client-drivers.md %}).

For the example on this page, we use the `psycopg2` Python driver.
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4 changes: 2 additions & 2 deletions src/current/v23.1/cloud-storage-authentication.md
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Expand Up @@ -268,7 +268,7 @@ Construct the ARN for your identity role. You will need this to add into the Tru
arn:aws:iam::{AWS account ID}:role/crl-dr-store-user-{cluster ID suffix}
~~~

You can find the AWS account ID and your cluster's ID using the [Cloud API](https://www.cockroachlabs.com/docs/cockroachcloud/cloud-api):
You can find the AWS account ID and your cluster's ID using the [Cloud API]({% link cockroachcloud/cloud-api.md %}):

{% include_cached copy-clipboard.html %}
~~~shell
Expand Down Expand Up @@ -580,7 +580,7 @@ Construct the service account name for your identity service account. You will n
crl-dr-store-user-{cluster id suffix}@{project id}.iam.gserviceaccount.com
~~~
You can find the GCP project ID and your cluster's ID using the [Cloud API](https://www.cockroachlabs.com/docs/cockroachcloud/cloud-api):
You can find the GCP project ID and your cluster's ID using the [Cloud API]({% link cockroachcloud/cloud-api.md %}):

{% include_cached copy-clipboard.html %}
~~~shell
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