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Refresh data stream lifecycle update tutorial - #8911

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lcawl merged 21 commits into
elastic:mainfrom
lcawl:update-dlm-tutorial
Oct 30, 2026
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lcawl merged 21 commits into
elastic:mainfrom
lcawl:update-dlm-tutorial

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@lcawl

@lcawl lcawl commented Oct 19, 2026 •

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Summary

Relates to #7953, elastic/kibana#266070

This PR refreshes https://www.elastic.co/docs/manage-data/lifecycle/data-stream/tutorial-update-existing-data-stream which has been affected by a lot of UI changes in particular in recent releases.

Details

I've made these changes after testing the steps:

  • Added required privileges etc in a "Before you begin" section
  • Removed images that are outdated due to Index Management: Data Streams layout changes kibana#266070
  • Removed the outdated section about perform the tasks in Streams, linked to the more up-to-date and detailed Streams page instead.
  • Removed the outdated section about setting up frozen phase, since that's now part of the "set the lifecycle" UI steps.
  • Excluded Serverless from the "remove the lifecycle" section (per Revamp TSDS reindex page #8021 (comment) )
  • Added an applies-to switcher for the Kibana instructions, since they differed significantly between versions.
  • Moved the API examples to a collapsible section.
  • Aligned the page with the how-to content type since that's a better match than the "tutorial" type. I've refrained from removing "tutorial" from the title or the URL, however.
  • Commented out the Kibana steps in the "Remove the lifecycle" section until [DLM] Cannot turn off lifecycle in Index Management app kibana#301013 is fixed.

Reviewer notes

Per discussion with @SoniaSanzV these docs are affected by the following issues: elastic/kibana#301013, elastic/kibana#301018

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  1. If you answered "Yes" to the previous question, please specify the tool(s) and model(s) used (e.g., Google Gemini, OpenAI ChatGPT-4, etc.).

Tool(s) and model(s) used: Grok 4.7

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github-actions Bot commented Oct 19, 2026 •

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Elastic Docs Style Checker (Vale)

Summary: 1 suggestion found

💡 Suggestions (1): Optional style improvements. Apply when helpful.
File Line Rule Message
manage-data/lifecycle/data-stream/tutorial-update-existing-data-stream.md 245 Elastic.WordChoice Consider using 'deactivated, deselected, hidden, turned off, unavailable' instead of 'Disabled', unless the term is in the UI.

The Vale linter checks documentation changes against the Elastic Docs style guide. To use Vale locally or report issues, refer to Elastic style guide for Vale.

@lcawl
lcawl marked this pull request as ready for review October 22, 2026 22:33
@lcawl
lcawl requested a review from a team as a code owner October 22, 2026 22:33
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lcawl requested a review from a team October 22, 2026 22:35
leemthompo

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leemthompo dismissed their stale review October 30, 2026 11:34

Replacing the prose review with concrete inline suggestions, at the reviewer's request.

@leemthompo leemthompo left a comment •

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The writing is clear, LGTM with some inline suggestions.

I checked the rendered previews and tested the API examples on Serverless and Hosted 9.6.0-SNAPSHOT. Retention updates, explain responses, and Hosted lifecycle removal succeeded. The frozen configuration was accepted; actual snapshot conversion and timed deletion were not tested. Older releases and the complete minimally privileged Kibana workflow were not tested live.

Serverless UI testing reproduced the already-linked elastic/kibana#301018: read-only API checks confirmed that indefinite retention saved successfully despite the editor showing the template's seven-day value. Keeping the newer UI removal instructions disabled while elastic/kibana#301013 remains unresolved makes sense.

Separately, the linked Migrate an ILM-managed data stream to data stream lifecycle tutorial could benefit from a shorter opening and more subheadings to break up its long procedures. I opened #9105 to track those improvements separately.

@lcawl
lcawl added this pull request to the merge queue Oct 30, 2026
Merged via the queue into elastic:main with commit e089b21 Oct 30, 2026
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@lcawl
lcawl deleted the update-dlm-tutorial branch October 30, 2026 21:53
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5 participants