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Consolidate installation documentation and remove dev setup#2059

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Consolidate installation documentation and remove dev setup#2059
aantn wants to merge 4 commits intomasterfrom
claude/hide-outdated-cli-docs-OpoQa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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coderabbitai Bot commented Apr 30, 2026

No actionable comments were generated in the recent review. 🎉

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Reviewing files that changed from the base of the PR and between 113e92c and c6ab7aa.

📒 Files selected for processing (5)
  • docs/index.rst
  • docs/setup-robusta/index.rst
  • docs/setup-robusta/openshift.rst
  • docs/setup-robusta/tuning-performance.rst
  • docs/setup-robusta/upgrade.rst
💤 Files with no reviewable changes (1)
  • docs/setup-robusta/index.rst
✅ Files skipped from review due to trivial changes (2)
  • docs/setup-robusta/openshift.rst
  • docs/setup-robusta/tuning-performance.rst
🚧 Files skipped from review as they are similar to previous changes (1)
  • docs/index.rst

Walkthrough

Consolidates and restructures installation docs into a single "Install Robusta" guide, removes several legacy installation and dev-setup pages and a Prometheus Helm include, updates config-generation flow to use Robusta signup, adjusts Slack and sink build instructions, updates Sphinx redirects, and reworks help/multi-cluster guidance. (49 words)

Changes

Cohort / File(s) Summary
Installation Pages 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
Transformed index.rst into a full "Install Robusta" guide (new anchor install-barebones, prerequisites, generate-config guidance, Next Steps) and deleted legacy pages for 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 the generate-config Jinja template and the Helm-with-Prometheus include (large content deletions).
Redirects & Navigation
docs/conf.py, docs/index.rst
Updated Sphinx redirects to repoint 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 and Build-from-Source Docs
docs/configuration/sinks/slack.rst, docs/configuration/sinks/sinks-development.rst
Slack quick-start now directs users to sign up and connect Slack (replacing robusta gen-config); manual Slack setup instructs creating a Slack API key. Replaced a Sphinx build target with explicit clone + README instructions for building from source.
Help & Multi-cluster
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 guidance now recommends reusing the same generated_values.yaml across clusters and removed 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 log-command changes, and removal of robusta-runner-metrics from the toctree.

Estimated code review effort

🎯 3 (Moderate) | ⏱️ ~22 minutes

Possibly related PRs

  • API Doc tweaks #1905: Edits the Sphinx redirects mapping — overlaps with redirect remapping in docs/conf.py.
  • remove fluff #1948: Modifies the redirects dictionary and installation redirect entries that overlap with this PR.
  • More doc improvements #1890: Overlapping edits to Slack sink docs (docs/configuration/sinks/slack.rst) and related setup flow changes.

Suggested reviewers

  • arikalon1
  • pavangudiwada
🚥 Pre-merge checks | ✅ 5
✅ Passed checks (5 passed)
Check name Status Explanation
Title check ✅ Passed The title 'Consolidate installation documentation and remove dev setup' directly and accurately summarizes the main changes: merging installation pages into one guide and deleting developer setup documentation.
Description check ✅ Passed The description comprehensively covers the changeset, explaining consolidation of installation docs, removal of dev setup, updated configuration flow, help documentation changes, and cross-reference updates.
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 e10250c (built in 35s)

⚠️ 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:e10250c
docker tag us-central1-docker.pkg.dev/robusta-development/temporary-builds/robusta-runner:e10250c me-west1-docker.pkg.dev/robusta-development/development/robusta-runner-dev:e10250c
docker push me-west1-docker.pkg.dev/robusta-development/development/robusta-runner-dev:e10250c

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:e10250c

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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.
🪄 Autofix (Beta)

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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Run ID: 997714d4-85dc-4124-b919-175a67398789

📥 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
**Option 2: Manual Configuration**

Generate a Slack API key by running ``robusta integrations slack``, then add to your ``generated_values.yaml``:
Generate a Slack API key on your own, then add it to your ``generated_values.yaml``:
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⚠️ Potential issue | 🟡 Minor | ⚡ Quick win

Add a direct pointer for manual API-key generation

Line 30 tells users to generate a key “on your own,” but doesn’t link to the concrete path. Add a direct pointer (e.g., to the “Creating Custom Slack Apps” section) so manual setup stays actionable.

Proposed docs tweak
-Generate a Slack API key on your own, then add it to your ``generated_values.yaml``:
+Generate a Slack API key on your own (see `Creating Custom Slack Apps` below), then add it to your ``generated_values.yaml``:
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
Generate a Slack API key on your own, then add it to your ``generated_values.yaml``:
Generate a Slack API key on your own (see `Creating Custom Slack Apps` below), then add it to your ``generated_values.yaml``:
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@docs/configuration/sinks/slack.rst` at 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``.

:class-card: sd-bg-text-light
:link: standalone-installation
:link-type: doc
.. include:: ./_helm_install_no_prometheus.inc.rst
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⚠️ Potential issue | 🟠 Major | 🏗️ Heavy lift

Consolidated install page currently exposes only one install path

Line 36 includes only the “no Prometheus” flow. Based on the stated consolidation goal, this page should still expose both Robusta-only and Robusta+Prometheus paths from the same entry point.

Suggested direction
 .. include:: ./_helm_install_no_prometheus.inc.rst
+
+Install Robusta + Prometheus (optional)
+--------------------------------------
+
+.. note::
+   Add the embedded Prometheus/all-in-one installation flow here (or a direct section link),
+   so both installation paths remain available from this consolidated page.
📝 Committable suggestion

‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.

Suggested change
.. include:: ./_helm_install_no_prometheus.inc.rst
.. include:: ./_helm_install_no_prometheus.inc.rst
Install Robusta + Prometheus (optional)
--------------------------------------
.. note::
Add the embedded Prometheus/all-in-one installation flow here (or a direct section link),
so both installation paths remain available from this consolidated page.
🤖 Prompt for AI Agents
Verify each finding against the current code and only fix it if needed.

In `@docs/setup-robusta/installation/index.rst` at 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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Skipping this one. The Robusta+Prometheus all-in-one install path was intentionally removed in this PR — Holmes users always have an existing observability stack, so the all-in-one path isn't relevant going forward. The single-path install page is the goal, not a regression.


Generated by Claude Code

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@aantn, understood — thanks for the context! The single-path install page makes sense given that Holmes users already have an observability stack in place. I'll note this for future reviews.


✏️ Learnings added
Learnt from: aantn
Repo: robusta-dev/robusta PR: 2059
File: docs/setup-robusta/installation/index.rst:36-36
Timestamp: 2026-04-30T06:29:56.212Z
Learning: In the Robusta project (robusta-dev/robusta), the Robusta+Prometheus all-in-one installation path was intentionally removed from the documentation in favor of a single Robusta-only install path. Holmes users are assumed to always have an existing observability stack (DataDog, NewRelic, Prometheus, etc.), so the all-in-one/embedded Prometheus setup is no longer relevant. Do not flag the absence of the all-in-one install path in `docs/setup-robusta/installation/index.rst` as a regression.

Note: Learnings are effective only in the context of similar code segments. To apply general coding guidelines, please configure review instructions. You can manage existing learnings in the app.

claude added 3 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
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