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Consolidate installation documentation and remove dev setup#2059

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moshemorad merged 34 commits into
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claude/hide-outdated-cli-docs-OpoQa
May 4, 2026
Merged

Consolidate installation documentation and remove dev setup#2059
moshemorad merged 34 commits into
masterfrom
claude/hide-outdated-cli-docs-OpoQa

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@aantn aantn commented Apr 30, 2026

Summary

This PR consolidates the Robusta installation documentation into a single, streamlined guide and removes the separate developer setup documentation. The changes simplify the installation experience by merging standalone and all-in-one installation paths into one unified guide.

Key Changes

  • Consolidated installation guide: Merged standalone-installation.rst and all-in-one-installation.rst into a single index.rst that covers both Robusta-only and Robusta+Prometheus installations
  • Removed developer setup documentation: Deleted dev-setup.rst which contained instructions for building from source, using mirrord, skaffold, and running tests
  • Removed template files: Deleted _generate_config.jinja and _helm_install_with_prometheus.inc.rst as their content is now integrated into the main installation guide
  • Updated configuration flow: Simplified the configuration generation process to direct users to the web-based signup wizard instead of CLI-based robusta gen-config
  • Updated help documentation: Renumbered troubleshooting phases from 4 phases to 3 phases (removed "Phase 1: Configuration Generation") and updated all cross-references
  • Updated multi-cluster documentation: Clarified that users should reuse the same generated_values.yaml across clusters rather than running separate config generation
  • Updated cross-references: Fixed broken links in conf.py redirects and updated references in Slack and sink development documentation
  • Updated sidebar labels: Changed "Other Features" to "Robusta Classic" in the main index

Implementation Details

  • The new consolidated installation guide maintains all essential information while reducing documentation fragmentation
  • Configuration generation is now handled through the web UI signup flow rather than CLI tools
  • All installation paths (standard clusters, EKS, GKE Autopilot, OpenShift, test clusters) are preserved in the unified guide
  • Removed developer-focused content (mirrord, skaffold, poetry setup) to focus on end-user installation

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f

The robusta CLI install flow (robusta gen-config / pipx / docker) is
outdated. Drop those paths from the install docs in favor of the SaaS
signup wizard, and reframe non-Holmes/non-SaaS content as Robusta
Classic so the primary docs focus on the AI agent + Robusta Platform
(with HolmesGPT OSS docs living separately at holmesgpt.dev).

- Rename "Other Features" toctree caption to "Robusta Classic"
- Consolidate install pages into a single Install Robusta page
  (drop the all-in-one Prometheus and Build-from-Source variants;
  Holmes users always have an existing observability stack)
- Strip robusta gen-config / robusta-cli references from the
  Slack sink, multi-cluster, and help/troubleshooting pages
- Update conf.py redirects for removed pages

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
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Walkthrough

Restructures installation docs into a consolidated "Install Robusta" guide, deletes several legacy installation and dev-setup pages and a Prometheus Helm include, shifts config-generation flow to Robusta signup, updates Slack and sink build instructions, adjusts help/multi-cluster guidance, and updates Sphinx redirects. (37 words)

Changes

Cohort / File(s) Summary
Installation Guide Consolidation
docs/setup-robusta/installation/index.rst, docs/setup-robusta/installation/all-in-one-installation.rst, docs/setup-robusta/installation/standalone-installation.rst, docs/setup-robusta/installation/dev-setup.rst
Turned index.rst into a full "Install Robusta" guide (new install-barebones anchor, prerequisites, generate-config guidance, Next Steps). Deleted legacy pages: all-in-one, standalone, and dev-setup.
Helm / Config Includes Removed
docs/setup-robusta/installation/_generate_config.jinja, docs/setup-robusta/installation/_helm_install_with_prometheus.inc.rst
Removed Jinja generate-config content and the Helm-with-Prometheus include (large deletions of install/Helm instructions).
Redirects & Homepage Navigation
docs/conf.py, docs/index.rst
Updated Sphinx redirects to repoint multiple legacy installation URLs (including extend-prometheus-installation) to the consolidated installation index; added redirect for dev-setup to /master/help.html. Renamed a toctree caption to "Robusta Classic" and added a Self-Monitoring entry.
Sink & Build-from-Source Docs
docs/configuration/sinks/slack.rst, docs/configuration/sinks/sinks-development.rst
Slack quick-start now routes users to sign up and connect Slack (replacing robusta gen-config); manual setup asks users to create a Slack API key. Replaced a Sphinx build-target instruction with explicit clone + README build-from-source guidance.
Help & Multi-cluster Guidance
docs/help.rst, docs/setup-robusta/multi-cluster.rst
Removed the "Configuration Generation" troubleshooting section and reindexed quick-diagnosis anchors in help.rst. Multi-cluster now advises reusing the same generated_values.yaml across clusters and removes the per-cluster FAQ subsection.
Minor Docs Edits
docs/setup-robusta/openshift.rst, docs/setup-robusta/tuning-performance.rst, docs/setup-robusta/upgrade.rst, docs/setup-robusta/index.rst
Small wording/heading changes: scope note for OpenShift debug permissions, title rename to "Deploying on Large Clusters", narrowed manual-upgrade scope and kubectl logs usage, and removal of robusta-runner-metrics from the toctree.

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~22 minutes

Possibly related PRs

Suggested reviewers

  • arikalon1
🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The PR title accurately reflects the main objective of consolidating installation documentation and removing developer setup, which aligns with the substantial changes made across multiple installation files.
Description check ✅ Passed The PR description is comprehensive and directly related to the changeset, detailing the consolidation of installation docs, removal of dev setup, and updates to configuration flows with specific file changes.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.
Linked Issues check ✅ Passed Check skipped because no linked issues were found for this pull request.
Out of Scope Changes check ✅ Passed Check skipped because no linked issues were found for this pull request.

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github-actions Bot commented Apr 30, 2026

Docker image ready for 9c093b2 (built in 42s)

⚠️ Warning: does not support ARM (ARM images are built on release only - not on every PR)

Use this tag to pull the image for testing.

📋 Copy commands

⚠️ Temporary images are deleted after 30 days. Copy to a permanent registry before using them:

gcloud auth configure-docker us-central1-docker.pkg.dev
docker pull us-central1-docker.pkg.dev/robusta-development/temporary-builds/robusta-runner:9c093b2
docker tag us-central1-docker.pkg.dev/robusta-development/temporary-builds/robusta-runner:9c093b2 me-west1-docker.pkg.dev/robusta-development/development/robusta-runner-dev:9c093b2
docker push me-west1-docker.pkg.dev/robusta-development/development/robusta-runner-dev:9c093b2

Patch Helm values in one line:

helm upgrade --install robusta robusta/robusta \
  --reuse-values \
  --set runner.image=me-west1-docker.pkg.dev/robusta-development/development/robusta-runner-dev:9c093b2

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Actionable comments posted: 2

🤖 Prompt for all review comments with AI agents
Verify each finding against the current code and only fix it if needed.

Inline comments:
In `@docs/configuration/sinks/slack.rst`:
- Line 30: Update the sentence that currently reads "Generate a Slack API key on
your own, then add it to your ``generated_values.yaml``" to include a direct
pointer to the concrete doc section for manual API-key creation (e.g., link or
reference to the "Creating Custom Slack Apps" section); ensure the text
explicitly directs readers to that section so they can follow step-by-step
instructions before adding the key to ``generated_values.yaml``.

In `@docs/setup-robusta/installation/index.rst`:
- Line 36: The page currently only includes the no-Prometheus install flow via
the include directive for "_helm_install_no_prometheus.inc.rst"; update this
consolidated install page to present both install paths by adding or
reintroducing an include for the Prometheus-enabled flow (for example
"_helm_install_with_prometheus.inc.rst") and/or a short selector/header that
links to both includes so readers can choose "Robusta-only" or "Robusta +
Prometheus" from the same entry point; ensure the include directive names
exactly match the existing partial filenames (e.g.,
"_helm_install_no_prometheus.inc.rst" and
"_helm_install_with_prometheus.inc.rst") and preserve surrounding headings/TOC
structure.
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Fix all unresolved CodeRabbit comments on this PR:

  • Push a commit to this branch (recommended)
  • Create a new PR with the fixes

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📥 Commits

Reviewing files that changed from the base of the PR and between 3be09d7 and 48aa608.

📒 Files selected for processing (12)
  • docs/conf.py
  • docs/configuration/sinks/sinks-development.rst
  • docs/configuration/sinks/slack.rst
  • docs/help.rst
  • docs/index.rst
  • docs/setup-robusta/installation/_generate_config.jinja
  • docs/setup-robusta/installation/_helm_install_with_prometheus.inc.rst
  • docs/setup-robusta/installation/all-in-one-installation.rst
  • docs/setup-robusta/installation/dev-setup.rst
  • docs/setup-robusta/installation/index.rst
  • docs/setup-robusta/installation/standalone-installation.rst
  • docs/setup-robusta/multi-cluster.rst
💤 Files with no reviewable changes (5)
  • docs/setup-robusta/installation/all-in-one-installation.rst
  • docs/setup-robusta/installation/_generate_config.jinja
  • docs/setup-robusta/installation/standalone-installation.rst
  • docs/setup-robusta/installation/_helm_install_with_prometheus.inc.rst
  • docs/setup-robusta/installation/dev-setup.rst

Comment thread docs/configuration/sinks/slack.rst Outdated
Comment thread docs/setup-robusta/installation/index.rst Outdated
claude and others added 26 commits April 30, 2026 06:29
Addresses CodeRabbit review comment on PR #2059 — gives readers a
direct pointer to the step-by-step manual setup section instead of
leaving them to figure it out.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
The previous warning argued against generating a fresh
generated_values.yaml per cluster — framing leftover from the CLI
era. Replace it with the actionable instruction: set a unique
clusterName on each cluster.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
- Manual Upgrade / kube-prometheus-stack CRDs: scope to old Robusta
  Classic installs with enablePrometheusStack=true; new installs
  don't need the CRD dance
- Replace two robusta logs CLI references in upgrade.rst with
  kubectl logs
- Rename "Monitoring Large Clusters" to "Deploying on Large Clusters"
- Move Self-Monitoring page from Installation menu to Robusta Classic
- Mark OpenShift debug-permissions section as Classic-only (the
  python/java/node_disk_analyzer playbooks aren't part of HolmesGPT)

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
Drop the "open source AI agent that pulls evidence and uses LLMs"
framing — generic and not differentiating now that AI agents are
common. Lead with "SRE agent" instead.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
Same edits applied to the welcome page now applied to architecture
and oss-vs-saas: remove the "Kubernetes alerts" qualifier (Robusta
investigates more than just K8s alerts) and trim the generic "open
source AI agent that uses LLMs" framing now that AI agents are
common knowledge.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
- Rename page title and sidebar links from "Open Source vs SaaS" to
  "Deployment Options"
- Lead with SaaS and Self-Hosted (the paths most users will pick)
  instead of opening with the Open Source / HolmesGPT pitch
- Move OSS HolmesGPT to a brief mention near the end pointing
  standalone users to holmesgpt.dev
- Reorder welcome-page sentence so "SaaS" comes before "open source"

Filename oss-vs-saas.rst kept to preserve URLs and existing redirects.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
These bullets (centralized alert management, multi-cluster visibility,
Slack/Teams bot, no infra) lean on Robusta Classic framing. Keep this
detail under Classic-specific pages, not the main Deployment Options
overview.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
Reframe the Open Source section to clarify what HolmesGPT OSS is
(CLI/HTTP API only) and what the Robusta Platform adds (web UI,
Slack/Teams bots, automatic alert triage and grouping).

Drop the trailing Learn More section — its links already appear
elsewhere on the page.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
Make the OSS-vs-Platform comparison more scannable by giving each
side its own bullet list (CLI/HTTP API on one side, web UI / bots /
triage on the other). Remove the duplicate holmesgpt.dev link — the
GitHub link earlier in the paragraph is enough.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
The "data stays in cluster unless sent to sinks" bullet relates to
Robusta Classic's notification routing, not the Holmes architecture.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
We're not orienting docs around OSS anymore — the SaaS signup flow
is the canonical install path, no need to defend it.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
Strip Helm commands, per-cluster install tabs, verification steps,
and Next Steps from the install page. The platform signup wizard
now produces tailored install commands for each cluster, so the
docs page just points users there.

Delete the unused _helm_install_no_prometheus.inc.rst include.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
The example generated_values.yaml in argocd.rst and flux.rst showed
a slack_sink config alongside robusta_sink. Drop the slack_sink to
keep the example focused on what's necessary for the GitOps install
(robusta_sink + cluster knobs).

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
Robusta runs on any Kubernetes distribution; the dedicated page added
little beyond the list. Drop the file, remove it from the toctree,
relax the install-page prerequisite to "A Kubernetes cluster", and
add a redirect for the old URL.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
- Move "Censoring Sensitive Data" from privacy-and-security.rst to
  playbook-reference/builtin-alert-enrichment.rst — censoring relies
  on Classic playbook actions (logs_enricher, report_crash_loop) and
  fits under the Robusta Classic / Playbooks menu
- Drop FAQ entries:
  - "Can I install Robusta without the cli?" — CLI is no longer the
    canonical install path
  - "Does Robusta support Thanos/Cortex/Mimir/VictoriaMetrics?" —
    answer was a single sentence pointing back to docs
  - Stale "robusta cli --namespace" warning under the namespace FAQ

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
The bullet told users to set monitorHelmReleases: false to reduce
permissions. Since the default has changed to false, the guidance
is no longer needed.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
… menu

The Using Existing Secrets section (HolmesGPT reading the Robusta UI
token from a Kubernetes secret) belongs alongside the rest of the
secrets handling guidance. Move it to configuration-secrets.rst and
preserve the inbound anchor reference.

Drop the SRE Agent toctree caption from the welcome page — the entire
docs site is about the SRE agent now, no need to carve out a separate
menu for it. The underlying pages (main-features, getting-started,
holmesgpt-docs) remain accessible via existing inbound links.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
The SRE Agent menu was already dropped from the welcome page nav.
Now delete the three underlying pages — main-features (a stub),
getting-started (Quick Setup is now wizard-driven), and the
holmesgpt-docs redirect-stub — and point inbound references at
holmesgpt.dev or platform.robusta.dev.

- Update conf.py redirects: main-features.html, getting-started.html,
  holmesgpt-docs.html, plus the existing ai-analysis.html and
  holmesgpt/index.html — all now go to holmesgpt.dev
- Update inbound refs in metric-providers-external.rst,
  builtin-alert-enrichment.rst, and playbook-reference/index.rst to
  external links instead of internal :doc: references

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
Update the redirects added in the prior commit to point at
robusta.dev (the marketing site) rather than holmesgpt.dev. Same
for the alert-enrichment "Looking for automatic AI enrichment"
inline link.

(Pre-existing toolset redirects to holmesgpt.dev are left alone
since they target real toolset pages on that site.)

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
claude and others added 7 commits May 4, 2026 10:22
Move Managed Prometheus Alerts (alertsui), Namespace Resources API,
and Prometheus Query API from the HTTP APIs menu to the Robusta
Classic menu — they're Classic-era functionality that fits better
under that section.

Drop the moved entries from the HTTP APIs Overview page bullet list.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
Combine the separate "Configuring Proxy Settings for Robusta" and
"... for HolmesGPT" sections into one. Show a single Helm-values
example that sets HTTP_PROXY/HTTPS_PROXY on both deployments at once,
and keep the env_froms note as a brief follow-up for many-at-once
overrides.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
The previous bullets implied air-gapped support was just a
configuration toggle. Replace with a direct pointer to contact
support for self-hosted options that actually work in air-gapped
or offline environments.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
The Data Privacy section described what the Robusta Classic OSS
sends to sinks (Slack, MS Teams, etc.) and the SaaS UI's role
relative to that pipeline. Both are Classic-era framing.

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
The page held a single "Global Config" section describing
clusterName/account_id/signing_key — values the platform wizard
generates. Drop the page from the toctree, redirect old URLs to
the install page, and rewire two stale "Alert Label Mapping"
inbound refs to the page that actually documents that
(customize-labels-priorities.rst).

https://claude.ai/code/session_019GQrc8wVq14if8f7F3pp4f
@moshemorad moshemorad merged commit adcc345 into master May 4, 2026
5 checks passed
@moshemorad moshemorad deleted the claude/hide-outdated-cli-docs-OpoQa branch May 4, 2026 10:57
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3 participants