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docs(explorer): restructure install docs for v1.10 WASM transition - #7734

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@jstirnaman jstirnaman commented Sep 2, 2026 •

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What changed

Planning and conventions for the InfluxDB 3 Explorer v1.10 transition. This PR is a draft and contains no published content changes yet.

  • docs/exec-plans/2026-09-02-explorer-install-version-routing.md — decision record for restructuring the Explorer install documentation.
  • docs/exec-plans/2026-09-02-explorer-v110-release-readiness.md — ordered pre-release, release-day, and post-release task sequence for the v1.10 and accompanying Enterprise release.
  • DOCS-VERSION-AVAILABILITY.md — feature-agnostic conventions for stating a version or edition constraint: which marker to use for page-wide versus section-level scope, which surface carries which fact, where a page lives when a feature spans two products, the version-check pattern, and how temporary notices are retired.
  • AGENTS.md lists the new reference; instruction adapters regenerated.

Content changes follow in this branch:

  • content/influxdb3/explorer/install.md becomes install/_index.md, a version-routing hub
  • content/influxdb3/explorer/install/docker.md holds the Docker instructions with an explicit version ceiling
  • content/influxdb3/explorer/_index.md, about/_index.md, get-started.md, and release-notes/_index.md state the version and edition scope
  • Seven inbound links move to the hub or the Docker page

Why

Explorer v1.9 is the last release distributed as a standalone Docker container. Starting with v1.10, Explorer is included with InfluxDB 3 Enterprise and deployed as WebAssembly (WASM).

The current pages carry no version or edition scoping, so readers, search engines, retrieval systems, and coding agents all get Docker as the unconditional answer to "how do I install Explorer", and Core as a supported target with no end version.

The conventions are separated from the release plan because they apply to any version-gated documentation, not only this release.

Closes #6702, which reports that the docs never state which distributions exist.

Impact

No published content changes yet. Decisions recorded:

  • Keep the /influxdb3/explorer/install/ URL. It holds the search ranking, seven inbound in-repo links (three of them deep anchors), and the llms.txt corpus entry. The problem is the page content, not its address.
  • Use existing frontmatter (metadata, cascade.prepend) instead of new template logic. article/stable-version.html is gated on a product whitelist and a /vN/ URL segment, neither of which applies to Explorer.
  • Keep the Docker page published and indexed. Explorer v1.9 remains supported.
  • Use data/notifications.yaml for the release announcement and keep version facts in the pages. Notifications render in the footer, outside the article, so they never reach Markdown twins or llms-full.txt.
  • Document GET /ping for version verification, since WASM availability depends on the InfluxDB 3 server version and build, not on Explorer alone. x-influxdb-build also answers the edition question.

Verification

  • yarn build:agent:instructions and yarn validate:agent-instructions pass.
  • Markdown lint passes on all new files (lefthook lint-instructions, lint-markdown-instructions: 0 errors, 0 warnings).

The exec-plans list the verification steps for the content changes that follow: Hugo build, anchor resolution, yarn check:md-coherence, Cypress navigation tests, and published Markdown twin checks.

https://claude.ai/code/session_01DZg2nkJ1rSRVqp2R9hZZh7

@jstirnaman jstirnaman added the release:pending Waiting for product release before merging label Sep 2, 2026
@jstirnaman
jstirnaman requested a review from mavarius September 2, 2026 17:59
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Vale Style Check Results

Metric Count
Errors 0
Warnings 0

✅ Check passed

What changed:
Adds docs/exec-plans/2026-09-02-explorer-install-version-routing.md, the
decision record for restructuring the InfluxDB 3 Explorer install
documentation ahead of the v1.10 release.

Why:
Explorer v1.9 is the last release distributed as a standalone Docker
container. Starting with v1.10, Explorer is included with InfluxDB 3
Enterprise and deployed as WebAssembly (WASM). The current pages state no
version or edition scope, so readers, search engines, retrieval systems,
and coding agents all get Docker as the unconditional answer to "how do I
install Explorer".

Impact:
Documentation only. No content or template changes in this commit. The
record fixes the approach before implementation: keep the
/influxdb3/explorer/install/ URL as a version-routing hub, move the Docker
body to a child page that declares its version ceiling, and use existing
frontmatter (metadata, cascade.prepend) instead of new template logic.

Verification:
None required for this commit. The exec-plan lists the verification steps
for the implementation that follows.

Claude-Session: https://claude.ai/code/session_01DZg2nkJ1rSRVqp2R9hZZh7
…iness plan

What changed:
- Adds DOCS-VERSION-AVAILABILITY.md, which documents how to state a version
  or edition constraint: which marker to use for page-wide versus
  section-level scope, which surface carries which fact, where a page lives
  when a feature spans two products, the version-check pattern, and how
  temporary notices are retired.
- Adds docs/exec-plans/2026-09-02-explorer-v110-release-readiness.md, the
  ordered pre-release, release-day, and post-release task sequence for the
  Explorer v1.10 and InfluxDB 3 Enterprise release.
- Lists the new reference in AGENTS.md and regenerates the instruction
  adapters.

Why:
The install restructure exec-plan prepares version routing but leaves the
WASM instructions, products.yml updates, and hub lede flip until v1.10
ships. The release sequence needs to exist before release day. The
conventions are feature-agnostic and apply to any version-gated
documentation, so they belong in a durable reference rather than in a
per-release plan.

Impact:
Documentation for contributors and agents. No published content changes.
The conventions reference links to DOCS-FRONTMATTER.md and
DOCS-AI-VISIBILITY.md instead of restating field syntax or artifact
layers. It records that data/notifications.yaml renders in the footer and
therefore never reaches Markdown twins or llms-full.txt, so a version fact
stated only in a notification is invisible to AI consumers.

Verification:
yarn build:agent:instructions and yarn validate:agent-instructions both
pass. Markdown lint passes on the new files.

Claude-Session: https://claude.ai/code/session_01DZg2nkJ1rSRVqp2R9hZZh7
What changed:
Slims the release readiness exec-plan to the v1.10 release. Adds the
decision that every new feature page shows the reader how to check
whether their version has the feature, covering both the Explorer
version and the InfluxDB 3 server version and edition. Replaces the
draft:true default with merging at release, keeping draft:true for
specific cases such as a link target other merged content needs.

Why:
The first draft stated version markers but not how a reader arriving
from search determines which version they're running, and it assumed a
publishing workflow the team doesn't use.

Impact:
Planning document only.

Verification:
Markdown lint passes.

Claude-Session: https://claude.ai/code/session_01DZg2nkJ1rSRVqp2R9hZZh7
@jstirnaman
jstirnaman force-pushed the explorer-v1.10-install-restructure branch from c5f0c16 to c103ba9 Compare September 16, 2026 19:49
@jstirnaman

jstirnaman commented Sep 18, 2026 •

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Superseded by #7788 and #7789 . Removed plan files.

@jstirnaman jstirnaman closed this Sep 18, 2026
@jstirnaman

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Superseded by #7788 and #7789 . Removed plan files.

Correction: #7788 and #7740

jstirnaman pushed a commit that referenced this pull request Sep 25, 2026
## What changed

- Add `content/influxdb3/enterprise/visualize-data/explorer.md`, the
  server-side deployment page for the integrated Explorer web UI.
- Document the `webui` value of `--mode` in the shared config options
  reference.
- Add an Enterprise-only "Web UI" section to the shared config options
  reference covering `--webui-session-secret` and
  `--webui-openai-base-url`.
- Link the 3.11 release notes entry to the new page.

## Why

Enterprise 3.11 ships Explorer inside the binary as a WebAssembly guest,
but the only description of it was the release notes entry. Readers had
no page that states the requirements, the startup command, or how the
integrated UI differs from the Docker container.

This is item 3 of the "Before the release" list in
docs/exec-plans/2026-09-02-explorer-v110-release-readiness.md (PR #7734),
which reserves the Enterprise-side WASM instructions for a separate
change. It touches no file that PR #7734 restructures.

## Impact

The new page carries `metadata: [InfluxDB 3 Enterprise v3.11+]` and shows
both version checks (`influxdb3 --version` and `GET /ping`), following
DOCS-VERSION-AVAILABILITY.md. The config options additions are gated with
`show-in "enterprise"`, so Core output is unchanged.

Four facts are marked with NEEDS VERIFICATION comments rather than
guessed: the address that serves the UI, whether the first connection
needs an operator token, how the AI chat endpoint authenticates, and the
full `--webui-*` option list with its environment variable names. Extract
those from `influxdb3 serve --help-all` and remove the comments before
publishing.

## Verification

- `npx hugo --quiet` builds without errors.
- The `#web-ui`, `#webui-session-secret`, and `#webui-openai-base-url`
  anchors render in the Enterprise config options page and are absent
  from Core.
- Every internal link on the new page resolves to a built page or anchor.
- Vale and link-checker aren't installed in this environment, so neither
  ran.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DEVE1zb7YVtzh5ZEVAxbdv
jstirnaman pushed a commit that referenced this pull request Oct 1, 2026
## What changed

- Add `content/influxdb3/enterprise/visualize-data/explorer.md`, the
  server-side deployment page for the integrated Explorer web UI.
- Document the `webui` value of `--mode` in the shared config options
  reference.
- Add an Enterprise-only "Web UI" section to the shared config options
  reference covering `--webui-session-secret` and
  `--webui-openai-base-url`.
- Link the 3.11 release notes entry to the new page.

## Why

Enterprise 3.11 ships Explorer inside the binary as a WebAssembly guest,
but the only description of it was the release notes entry. Readers had
no page that states the requirements, the startup command, or how the
integrated UI differs from the Docker container.

This is item 3 of the "Before the release" list in
docs/exec-plans/2026-09-02-explorer-v110-release-readiness.md (PR #7734),
which reserves the Enterprise-side WASM instructions for a separate
change. It touches no file that PR #7734 restructures.

## Impact

The new page carries `metadata: [InfluxDB 3 Enterprise v3.11+]` and shows
both version checks (`influxdb3 --version` and `GET /ping`), following
DOCS-VERSION-AVAILABILITY.md. The config options additions are gated with
`show-in "enterprise"`, so Core output is unchanged.

Four facts are marked with NEEDS VERIFICATION comments rather than
guessed: the address that serves the UI, whether the first connection
needs an operator token, how the AI chat endpoint authenticates, and the
full `--webui-*` option list with its environment variable names. Extract
those from `influxdb3 serve --help-all` and remove the comments before
publishing.

## Verification

- `npx hugo --quiet` builds without errors.
- The `#web-ui`, `#webui-session-secret`, and `#webui-openai-base-url`
  anchors render in the Enterprise config options page and are absent
  from Core.
- Every internal link on the new page resolves to a built page or anchor.
- Vale and link-checker aren't installed in this environment, so neither
  ran.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DEVE1zb7YVtzh5ZEVAxbdv
jstirnaman added a commit that referenced this pull request Oct 1, 2026
…ion (#7788)

* docs(enterprise): document integrated Explorer WASM UI in 3.11

## What changed

- Add `content/influxdb3/enterprise/visualize-data/explorer.md`, the
  server-side deployment page for the integrated Explorer web UI.
- Document the `webui` value of `--mode` in the shared config options
  reference.
- Add an Enterprise-only "Web UI" section to the shared config options
  reference covering `--webui-session-secret` and
  `--webui-openai-base-url`.
- Link the 3.11 release notes entry to the new page.

## Why

Enterprise 3.11 ships Explorer inside the binary as a WebAssembly guest,
but the only description of it was the release notes entry. Readers had
no page that states the requirements, the startup command, or how the
integrated UI differs from the Docker container.

This is item 3 of the "Before the release" list in
docs/exec-plans/2026-09-02-explorer-v110-release-readiness.md (PR #7734),
which reserves the Enterprise-side WASM instructions for a separate
change. It touches no file that PR #7734 restructures.

## Impact

The new page carries `metadata: [InfluxDB 3 Enterprise v3.11+]` and shows
both version checks (`influxdb3 --version` and `GET /ping`), following
DOCS-VERSION-AVAILABILITY.md. The config options additions are gated with
`show-in "enterprise"`, so Core output is unchanged.

Four facts are marked with NEEDS VERIFICATION comments rather than
guessed: the address that serves the UI, whether the first connection
needs an operator token, how the AI chat endpoint authenticates, and the
full `--webui-*` option list with its environment variable names. Extract
those from `influxdb3 serve --help-all` and remove the comments before
publishing.

## Verification

- `npx hugo --quiet` builds without errors.
- The `#web-ui`, `#webui-session-secret`, and `#webui-openai-base-url`
  anchors render in the Enterprise config options page and are absent
  from Core.
- Every internal link on the new page resolves to a built page or anchor.
- Vale and link-checker aren't installed in this environment, so neither
  ran.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DEVE1zb7YVtzh5ZEVAxbdv

* docs(enterprise): link get-started setup to integrated Explorer

## What changed

Add an Enterprise-only optional bullet to the "Start InfluxDB" option list
in content/shared/influxdb3-get-started/setup.md, naming `--mode all,webui`
and linking to the integrated Explorer deployment page.

## Why

The setup guide is where a reader chooses their `influxdb3 serve` options.
Without a mention there, the integrated web UI is reachable only from the
release notes or the Visualize data section, so a reader setting up a 3.11
server has no reason to know the option exists.

The bullet names the dependencies and defers the requirements and the full
command to the deployment page rather than repeating them.

## Impact

Enterprise only. The bullet is wrapped in `show-in "enterprise"`, and the
Explorer link uses the explicit `/influxdb3/enterprise/` path rather than
`/influxdb3/version/`, so the shared file produces no Core-side link to a
page that doesn't exist in Core.

## Verification

- `npx hugo --quiet` builds without errors.
- The bullet renders on /influxdb3/enterprise/get-started/setup/ and is
  absent from the Core build of the same page.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_01DEVE1zb7YVtzh5ZEVAxbdv

* docs(explorer): add exec-plan for install version routing

What changed:
Adds docs/exec-plans/2026-09-02-explorer-install-version-routing.md, the
decision record for restructuring the InfluxDB 3 Explorer install
documentation ahead of the v1.10 release.

Why:
Explorer v1.9 is the last release distributed as a standalone Docker
container. Starting with v1.10, Explorer is included with InfluxDB 3
Enterprise and deployed as WebAssembly (WASM). The current pages state no
version or edition scope, so readers, search engines, retrieval systems,
and coding agents all get Docker as the unconditional answer to "how do I
install Explorer".

Impact:
Documentation only. No content or template changes in this commit. The
record fixes the approach before implementation: keep the
/influxdb3/explorer/install/ URL as a version-routing hub, move the Docker
body to a child page that declares its version ceiling, and use existing
frontmatter (metadata, cascade.prepend) instead of new template logic.

Verification:
None required for this commit. The exec-plan lists the verification steps
for the implementation that follows.

Claude-Session: https://claude.ai/code/session_01DZg2nkJ1rSRVqp2R9hZZh7

* docs(explorer): link PR in exec-plan status

Claude-Session: https://claude.ai/code/session_01DZg2nkJ1rSRVqp2R9hZZh7

* docs(explorer): add version availability conventions and release readiness plan

What changed:
- Adds DOCS-VERSION-AVAILABILITY.md, which documents how to state a version
  or edition constraint: which marker to use for page-wide versus
  section-level scope, which surface carries which fact, where a page lives
  when a feature spans two products, the version-check pattern, and how
  temporary notices are retired.
- Adds docs/exec-plans/2026-09-02-explorer-v110-release-readiness.md, the
  ordered pre-release, release-day, and post-release task sequence for the
  Explorer v1.10 and InfluxDB 3 Enterprise release.
- Lists the new reference in AGENTS.md and regenerates the instruction
  adapters.

Why:
The install restructure exec-plan prepares version routing but leaves the
WASM instructions, products.yml updates, and hub lede flip until v1.10
ships. The release sequence needs to exist before release day. The
conventions are feature-agnostic and apply to any version-gated
documentation, so they belong in a durable reference rather than in a
per-release plan.

Impact:
Documentation for contributors and agents. No published content changes.
The conventions reference links to DOCS-FRONTMATTER.md and
DOCS-AI-VISIBILITY.md instead of restating field syntax or artifact
layers. It records that data/notifications.yaml renders in the footer and
therefore never reaches Markdown twins or llms-full.txt, so a version fact
stated only in a notification is invisible to AI consumers.

Verification:
yarn build:agent:instructions and yarn validate:agent-instructions both
pass. Markdown lint passes on the new files.

Claude-Session: https://claude.ai/code/session_01DZg2nkJ1rSRVqp2R9hZZh7

* docs(explorer): tighten release readiness plan

What changed:
Slims the release readiness exec-plan to the v1.10 release. Adds the
decision that every new feature page shows the reader how to check
whether their version has the feature, covering both the Explorer
version and the InfluxDB 3 server version and edition. Replaces the
draft:true default with merging at release, keeping draft:true for
specific cases such as a link target other merged content needs.

Why:
The first draft stated version markers but not how a reader arriving
from search determines which version they're running, and it assumed a
publishing workflow the team doesn't use.

Impact:
Planning document only.

Verification:
Markdown lint passes.

Claude-Session: https://claude.ai/code/session_01DZg2nkJ1rSRVqp2R9hZZh7

* docs(explorer): restructure install docs to route by version and edition

Convert /influxdb3/explorer/install/ into a version-routing hub and move
the Docker instructions to install/docker.md with an explicit version
ceiling (v1.9 and earlier). Explorer v1.10+ ships with InfluxDB 3
Enterprise as WASM instead of a standalone container, so the old
Docker-only page misled readers and retrieval systems about the current
distribution model.

- install/docker.md: metadata frontmatter states the version ceiling in
  the frontmatter, description, and lede; anchors are unchanged.
- install/_index.md: new hub that routes by version/edition and shows
  the GET /ping check.
- explorer/_index.md: cascade.prepend transition notice and a
  version-branched quick start.
- about/_index.md: states the v1.9/v1.10 distribution split.
- Seven inbound links updated to point at the hub or install/docker/#anchor.

Implements the restructure described in PR #7734's linked exec-plan
(docs/exec-plans/2026-09-02-explorer-install-version-routing.md).

* docs(explorer): restructure install docs to route by version and edition

What changed:
- Split install.md into install/_index.md (a version-routing hub) and
  install/docker.md (Docker instructions scoped to InfluxDB 3 Core and
  Enterprise earlier than v3.11).
- Added a GET /ping-based version/edition check to the hub, and a
  cascade.prepend transition notice on explorer/_index.md.
- Propagated the InfluxDB 3 Enterprise v3.11+ (integrated WASM) vs. Docker
  scoping to about/_index.md, get-started.md, manage-databases.md, and
  manage-tokens.md, replacing links/claims that assumed Docker is the only
  deployment.
- Fixed inbound links across content/shared, enterprise, and explorer pages
  to point at the hub or the Docker page as appropriate; preserved the three
  anchors other pages link into.
- Added bidirectional alt_links and related entries between the install hub
  and content/influxdb3/enterprise/visualize-data/explorer.md, so the
  product switcher and related links connect the two halves of this split
  feature.

Why: the Explorer install docs described Docker as the only distribution
with no version or edition scoping, so a docs-grounded assistant could only
infer that no other install path exists (issue #6702). InfluxDB 3
Enterprise v3.11 added an integrated WASM alternative to the Docker
container without any corresponding doc changes.

Verification: npx hugo --quiet builds clean; yarn lint-codeblocks passes on
all changed files; node scripts/check-jsonld-links.js reports no dangling
@id references; manually confirmed the three preserved anchors resolve and
no in-repo link still points at the old /install/#anchor paths.

* docs(explorer): remove duplicated version availability guide

* docs(explorer): port verified integrated UI guidance

What changed: Port the Enterprise 3.11.5 Explorer corrections from master and update Docker compatibility across the install route.

Why: Product review confirmed the UI URL, token rules, AI key handling, optional plugin directory, and continued Docker support for Enterprise 3.11+.

Impact: The release branch now documents both deployment paths accurately and removes stale verification comments.

Verification: Hugo build, code-block lint, link checks, and Markdown coherence pass.

---------

Co-authored-by: Claude <noreply@anthropic.com>
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