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DOC-1896 Document feature RPCN Improve troubleshooting#535

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DOC-1896-Document-feature-RPCN-Improve-troubleshooting
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DOC-1896 Document feature RPCN Improve troubleshooting#535
micheleRP wants to merge 11 commits intomainfrom
DOC-1896-Document-feature-RPCN-Improve-troubleshooting

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@micheleRP micheleRP commented Mar 20, 2026

Description

This pull request updates the Redpanda Connect quickstart documentation to reflect recent UI and workflow changes, focusing on a more streamlined experience using the YAML editor and slash commands. It also updates related references throughout the documentation to match the new terminology and user flow.

Redpanda Connect Quickstart and UI Workflow Updates:

  • The quickstart now describes building pipelines using a YAML editor, adding connectors from the left pane, and leveraging slash commands (/) to insert variables, secrets, topics, and users, rather than using a step-by-step wizard.
  • Instructions for creating both producer and consumer pipelines have been rewritten to reflect the new workflow: users add connectors from the left pane, manually replace the generated YAML with provided examples, and use slash commands for inserting resources. [1] [2]
  • Added a tip explaining the use of slash commands in the YAML editor for inserting or creating variables, secrets, topics, and users.
  • Updated references to secrets to clarify that they can be created using the slash command menu or the Security page.
  • Updated mentions of the "wizard" to "guide" or direct instructions in various files to align with the new workflow, including in the quickstart, Serverless cluster overview, and getting started partials. [1] [2] [3]

Resolves https://redpandadata.atlassian.net/browse/DOC-1896
Review deadline:

Page previews

Redpanda Connect Quickstart
Serverless - Interact with your cluster
What's New (update to original listing)

Checks

  • New feature
  • Content gap
  • Support Follow-up
  • Small fix (typos, links, copyedits, etc)

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📝 Walkthrough

Walkthrough

This pull request updates documentation across four AsciiDoc files to reflect changes in the Redpanda Connect quickstart user interface. The primary change modifies connect-quickstart.adoc to instruct users to directly edit pipeline YAML in the editor rather than use a wizard-based approach. Additional updates normalize terminology across related docs by replacing "wizard" references with "guide" where appropriate and removing references to automatic configuration generation during setup. Configuration and secret management guidance is adjusted accordingly.

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🎯 2 (Simple) | ⏱️ ~8 minutes

Possibly related PRs

Suggested reviewers

  • david-yu
  • kbatuigas
  • paulohtb6
🚥 Pre-merge checks | ✅ 2 | ❌ 1

❌ Failed checks (1 warning)

Check name Status Explanation Resolution
Title check ⚠️ Warning The title references DOC-1896 and mentions 'Improve troubleshooting', but the changes focus on updating Redpanda Connect quickstart documentation for UI/workflow changes using YAML editor, not troubleshooting improvements. Update the title to accurately reflect the main change, such as 'Update Redpanda Connect quickstart to reflect YAML editor and slash commands workflow' or similar.
✅ Passed checks (2 passed)
Check name Status Explanation
Description check ✅ Passed The description is comprehensive, well-structured, includes a JIRA link, page previews, and clearly explains the changes across multiple files. It follows the template with Description and Checks sections populated.
Docstring Coverage ✅ Passed No functions found in the changed files to evaluate docstring coverage. Skipping docstring coverage check.

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  • Commit unit tests in branch DOC-1896-Document-feature-RPCN-Improve-troubleshooting

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@micheleRP micheleRP marked this pull request as ready for review March 20, 2026 20:58
@micheleRP micheleRP requested a review from a team as a code owner March 20, 2026 20:58
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Actionable comments posted: 1

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

Inline comments:
In `@modules/develop/pages/connect/connect-quickstart.adoc`:
- Line 78: The sentence lists two connectors (`generate` input connector and
`redpanda` output connector) but then uses singular "this connector"; change the
reference to plural (e.g., replace "this connector" with "these connectors" or
rephrase to "the YAML for the connectors appears in the editor") so the subject
and pronoun agree with `generate` and `redpanda`.

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Reviewing files that changed from the base of the PR and between d122be8 and 234654c.

📒 Files selected for processing (4)
  • modules/develop/pages/connect/connect-quickstart.adoc
  • modules/get-started/pages/whats-new-cloud.adoc
  • modules/get-started/partials/cloud-quickstart.adoc
  • modules/get-started/partials/get-started-serverless.adoc

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@micheleRP Who is the eng SME for this one?

@micheleRP micheleRP marked this pull request as draft March 20, 2026 22:59
@micheleRP micheleRP requested a review from eblairmckee March 23, 2026 17:56
@micheleRP micheleRP marked this pull request as ready for review March 23, 2026 17:57
@micheleRP micheleRP requested a review from eblairmckee March 27, 2026 22:02
|===

== Prerequisites
TIP: To learn more about a component, hover over its name in the left pane to link to documentation. The following screenshot shows helpful features in the user interface.
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❤️

====
* Notice the `$\{REDPANDA_BROKERS}` xref:develop:connect/configuration/contextual-variables.adoc[contextual variable] in the configuration. This automatically references your cluster's bootstrap server address, so you can use it in any pipeline without hardcoding connection details.
* Notice `${secrets.KAFKA_USER_CONNECT}` and `${secrets.KAFKA_PASSWORD_CONNECT}`. These were generated when you created the `connect` user.
* Notice the `$\{REDPANDA_BROKERS}` xref:develop:connect/configuration/contextual-variables.adoc[contextual variable] in the configuration. This automatically references your cluster's bootstrap server address, so you can use it in any pipeline without hardcoding connection details.
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we don't populate this anymore, since we're using backend default field values. Instead, we should use this as a learning opportunity to encourage users to:
a. use the slash menu to insert the redpanda brokers contextual variable
b. use the command palette to do the same

* Notice the `$\{REDPANDA_BROKERS}` xref:develop:connect/configuration/contextual-variables.adoc[contextual variable] in the configuration. This automatically references your cluster's bootstrap server address, so you can use it in any pipeline without hardcoding connection details.
* Notice `${secrets.KAFKA_USER_CONNECT}` and `${secrets.KAFKA_PASSWORD_CONNECT}`. These were generated when you created the `connect` user.
* Notice the `$\{REDPANDA_BROKERS}` xref:develop:connect/configuration/contextual-variables.adoc[contextual variable] in the configuration. This automatically references your cluster's bootstrap server address, so you can use it in any pipeline without hardcoding connection details.
* Notice `${secrets.KAFKA_USER_CONNECT}` and `${secrets.KAFKA_PASSWORD_CONNECT}`. These reference secrets that you can create using the slash command menu in the YAML editor or the *Security* page.
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when you add a topic/user via the left pane (purple buttons in redpanda connector) this will actually populate the fields for you. but it does require user action (interacting with those buttons in the side pane).

this is a shift from legacy functionality that populated some things with opinionated defaults. we pivoted away from that, preferring the backend being the singular source of truth for default field values.

Comment on lines +229 to +230
.. Click *Topic +* and select the existing topic `dad-jokes`. Click *Add*.
.. Click *User +* and select the existing user `connect`.
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nit: maybe call out that these buttons are within the diagram node for the redpanda input connector.
on the frontend we call these "leaves" or the pipeline tree. (not sure if that terminology helps here, though?)

.. Enter this name for the pipeline: `joke-generator-consumer`.
.. The **Configuration** section automatically populates the YAML with your selected components. To add the `bloblang`, `log`, and `catch` processors, replace the entire configuration with the following YAML. Bloblang is Redpanda Connect's scripting language used to add logic (for example, random ratings).
+
NOTE: This example explicitly includes several optional configuration fields for the `redpanda` input. They're shown here for demonstration purposes, so you can see a range of available settings.
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This is really helpful. We've been getting internal feedback that it's confusing when topics and regexp_topics are both required. In fact, they're mutually exclusive and only one of the two are required.

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@micheleRP This link takes you to all docs PRs. Is there a specific one you want @eblairmckee to look at?

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Looks good. The screenshot scares me a little. How do we plan to keep that up to date? It's not a standard screenshot, so Doc Detective wouldn't help here. This is a curated combination of screens.

|===

== Prerequisites
TIP: To learn more about a component, hover over its name in the left pane to link to documentation. The following screenshot shows helpful features in the user interface.
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@Feediver1 Feediver1 Apr 1, 2026

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Can you list out the "helpful features"? I looked at the screenshot, and see the arrows, but I have to look closely to connect the dots and understand what each arrow is pointing to. If you list these features, it makes it quicker and easier for me to make those connections in the image. thx

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4 participants