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RDSC-6038: Update Redis Cloud RDI documentation for 2.0.0 - #3997

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RDSC-6038: Update Redis Cloud RDI documentation for 2.0.0#3997
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@ZdravkoDonev-redis ZdravkoDonev-redis commented Sep 13, 2026

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Updates the Cloud RDI guides for the RDI 2.0.0 console. The current guides describe one source and the older five-step setup. The updated guides describe several sources feeding one Redis target, the six-step creation process, and source-level management.

Ticket: RDSC-6038

Companion release notes: #3996.

Changes

  • Update overview, workspace, preparation, creation, quick-start, and management pages for Settings → Add sources → Configure source → Select data → Add transformations → Review & deploy. Adding a source to a running pipeline starts at Add sources because target and settings are already defined.
  • Explain separate source connectivity, credentials, collectors, datasets, and metrics; source names as configuration identifiers; job source assignments; and preservation of existing single-source names and assignments.
  • Cover adding sources, pending setup, dataset and transformation edits, source Start/Stop/Reset/Delete, and whole-pipeline actions. Source reset/removal cleans internal RDI state while retaining target records; the other sources keep their internal data, although the pipeline temporarily stops during cleanup. Stopping a source pauses its data capture while other sources continue.
  • Explain Flink as the default for new 2.0.0 pipelines and derived MySQL/MariaDB/MongoDB mTLS keystore settings. Preserve Cloud restrictions, AWS connectivity and secret preparation, sample Terraform cleanup, and sanitized rejected-record behavior.
  • Correct the quick-start Terraform variable descriptions to identify the two role ARNs and fix six existing config-reference anchors. Keep existing section anchors used by inbound links.
  • Retain existing screenshots wherever the controls still apply, and use 13 Light mode preview captures for changed screens. Restore 33 references to 18 existing assets across workspace creation, preparation, pipeline creation, quick-start, and management; also reuse the new transformation-job image beside the creation steps. Existing AWS setup screenshots and shared workspace-creation content remain applicable.

Preview and screenshots

Captured from the supplied k8s-idm preview for cloud-ui PR #3050, head 0c5d44ce1ffeaef48682f909de4781cf16acfbcb, using @rdi-ui/pipeline 0.1.18.

All 13 new console screenshots were retaken in Light mode to match the existing Cloud documentation screenshots. The preview query was preserved during navigation. Screenshots use the existing default sample pipeline with one PostgreSQL and two MySQL sources. They show the workspace Sources column, dashboard, source cards/actions, configuration, dataset, transformations, metrics, settings, add-source wizard, and reset/delete confirmations. Captures exclude account chrome, billing, connection addresses, and secret ARNs. Preview URLs and environment IDs are not included in the public guides.

No source was started, stopped, reset, or deleted, and no pipeline was deployed. Reset/delete confirmations were canceled, and the pipeline and all three sources remained streaming. Start behavior and naming/assignment rules were cross-checked against the source and Core documentation; destructive behavior was not exercised.

The restored screenshots show Add pipeline, target selection, connectivity and role ARNs, credentials, TLS/mTLS fields, collector and processor properties, schema/table/column selection, missing-key warnings, key selection, Edit, and Deploy pipeline. Their image files are unchanged. The existing controls were checked against the preview and its source labels; the collector-properties dialog and dataset editing were opened without saving changes. Screenshots with obsolete wizard buttons, the old workspace source columns, or transformation settings that moved to Settings remain replaced. The old target-change confirmation remains excluded because its claim of automatic re-ingestion conflicts with current behavior.

Coordination with #3916

#3916 remains unchanged. It owns the Core API, CLI, schema, and multi-source documentation.

Its Cloud edits to define.md, setup.md, and quick-start.md describe Source name as a display label. This PR replaces that wording for the new console, where the name identifies the source in configuration and jobs. After #3916 merges, rebase this PR and retain this new-console wording in those three overlapping pages. A temporary combined checkout was built with #3916's other changes intact and these Cloud pages applied over its three display-label edits.

Validation

  • Hugo 0.143.1 focused Cloud/RDI build: passed.
  • Combined build with current main, Core RDSC-5610: Multi-source documentation #3916 at 79ab2f71ca0ebb35a7df9da1d31f92be284f7b7d, and both RDSC-6038 drafts: passed.
  • All 256 internal links and 63 image references across the six affected Cloud pages resolve; combined validation including the release page checks 263 internal links. Anchors and all screenshot references passed.
  • Rendered pages, restored screenshots, and all 13 new screenshots inspected; console labels checked against the preview; git diff --check: passed.
  • The full-site build is blocked by unrelated jupyter-example missing-example/source-file errors in the available generated data. No example-generation files are changed here.

Publication hold

Keep this PR in draft and do not merge until:

Screenshots are prepared now from the preview; documentation publication waits for the console release.


Note

Low Risk
Documentation-only changes to Redis Cloud RDI guides; no application code, auth, or data-handling logic is modified.

Overview
Rewrites the Redis Cloud Data Integration guides for the RDI 2.0.0 console: pipelines are documented as multiple sources → one shared Redis target, with a six-step creation flow (Settings → Add sources → Configure source → Select data → Add transformations → Review & deploy) instead of the older single-source, five-step wizard.

The updates span overview, workspace, setup, pipeline creation, quick start, and management pages. They explain per-source connectivity, secrets, collectors, datasets, and metrics; source names as configuration/job identifiers (not display labels); transformation source assignments; and how to preserve names/assignments when extending legacy single-source pipelines. Flink is called out as the default processor for new 2.0.0 pipelines, with notes on derived MySQL/MariaDB/MongoDB mTLS keystore settings.

View and edit coverage adds source lifecycle actions (Add source, Pending setup, start/stop/reset/delete per source) and a pipeline-wide Settings tab, plus refreshed console screenshots and quick-start Terraform variable wording for the two Role ARNs.

Reviewed by Cursor Bugbot for commit a7bd017. Bugbot is set up for automated code reviews on this repo. Configure here.

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github-actions Bot commented Sep 13, 2026

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🧠 Redis Memory

Found 6 related items from repository history:

Memory updated at a7bd017

1. On the [Redis Cloud console](https://cloud.redis.io/), open your target database's **Data Integration** tab and select **Add pipeline**.
1. In **Settings**, select your target database and choose **Hash** or **JSON** as the default data structure, then select **Continue**.
1. In **Add sources**, select **PostgreSQL**.
1. Enter `postgresql` as the **Source name**. This is the source identifier used in the pipeline configuration and transformation jobs.

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Why telling the user what identified to put? Putting it this way seems like this should always be the name

{{<image filename="images/rc/rdi/rdi-define-tls.png" alt="The Source database connectivity section, with TLS selected and the CA Cert Secret ARN field." >}}
- If your database requires mTLS, select **mTLS**.
{{<image filename="images/rc/rdi/rdi-define-mtls.png" alt="The Source database connectivity section, with mTLS selected and the Client Certificate Secret ARN and Client Key Secret ARN fields." >}}
For MySQL, MariaDB, and MongoDB sources, RDI 2.0.0 derives the Debezium keystore settings from the source certificate secrets. You do not need to add `database.ssl.keystore` or `mongodb.ssl.keystore` and their passwords to the advanced source properties. Explicit advanced settings still override the derived values.

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Skip this detail

Use **Collector properties** for additional source and sink settings. These settings apply to the selected source. See the [collector source properties]({{< relref "/integrate/redis-data-integration/reference/config-yaml-reference#sourcesadvancedsource-advanced-source-settings" >}}) and [collector sink properties]({{< relref "/integrate/redis-data-integration/reference/config-yaml-reference#sourcesadvancedsink-rdi-collector-stream-writer-configuration" >}}).

You can add collector source properties in the **Collector source properties** section and collector sink properties in the **Collector sink properties** section. See the RDI configuration file reference for all available [collector source properties]({{< relref "/integrate/redis-data-integration/reference/config-yaml-reference#sourcesadvancedsource" >}}) and [collector sink properties]({{< relref "/integrate/redis-data-integration/reference/config-yaml-reference#sourcesadvancedsink" >}}). Select **Save properties** to return to Source configuration.
RDI derives `topic.prefix` from the source name. Do not set `topic.prefix` in the advanced source properties.

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Well... if we don't want it, we will just hide it from the UI. Remove this comment from the docs


To let Redis Cloud access your source database, you need to create AWS secrets for the source database's credentials and certificates.

For MySQL, MariaDB, and MongoDB sources, RDI 2.0.0 builds the source keystore from these certificate secrets and configures Debezium automatically. Manual advanced keystore properties are optional overrides.

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Skip this sentence

To manage a pipeline, select it from your workspace on the **Data Integration** page or from the **Data Integration** tab of your subscription or database.

The pipeline page has the following tabs:
The pipeline page has six tabs:

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Leave it without the number, so that we don't forget to update the nubmer when the below list changes.

Deleting a source removes its data selection and internal RDI state, including streams, offsets, schema history, rejected records, and processing counters. Records already written to the target Redis database remain there. Other sources retain their data. The whole pipeline stops while RDI cleans up the removed source and starts again afterwards.

Changing the target database restarts the pipeline, but it does not automatically re-ingest all data into the new target database. If you want the existing data re-ingested after the change, manually [reset the pipeline](#reset-data-pipeline).
Source deletion cannot be undone. Review transformation-job source assignments after removing a source.

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If a transformation job referes to a source, the source cannot be deleted and the user will receive an error if he tries it.

1. Save the properties and review the restart confirmation before applying the changes.

{{<image filename="images/rc/rdi/rdi-select-columns.png" alt="The columns section, with a few columns selected from one table" width=75% >}}
Do not set `topic.prefix`; RDI derives it from the source name. For MySQL, MariaDB, and MongoDB mTLS connections, RDI derives keystore settings from the source's certificate secrets unless you explicitly override them. See [Configure source secrets]({{< relref "/operate/rc/rdi/define#secrets" >}}).

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Skip the topic for topic.prefix. In general we'll remove it as the user doesn't need to be aware or bother about it.

@ZdravkoDonev-redis
ZdravkoDonev-redis marked this pull request as ready for review September 14, 2026 00:18
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