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Document the CLI's in-place preview credential refresh (+1 more) - #1642

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cloudy/docs-2026-11-01
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cloudy/docs-2026-11-01

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@lightdash-bot lightdash-bot commented Nov 1, 2026 •

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Docs changes Cloudy's docs writer made from support threads on Sunday 1 November 2026. One commit per change, described below in order; review by commit and comment on any to drop or change. Every commit builds on current main, so merge whenever it is green, including midday for an urgent fix: later changes that day start a new PR.


Document the Tags field for dbt Cloud connections

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What changes

  • New Tags field section under the dbt Cloud connection settings
  • Explains the tags filter against the Discovery API's last successful run, with the "No models found" failure case
  • Notes the dbt selector setting doesn't apply to dbt Cloud connections
  • Notes a dbt job must run before a newly tagged model appears after refresh

Why

The dbt Cloud connection's Tags field had no documentation, so readers didn't know it filters against the last successful dbt Cloud run and could sync "No models found" if no model in that run carried every tag.

Checked against

Cloudy found this docs gap while working a support thread. Started from this internal Slack thread (Lightdash workspace only).


Document the CLI's in-place preview credential refresh

Pages

What changes

  • Redshift with method: iam: start-preview --name on CLI 2.186.1+ refreshes expired creds in place
  • Explains Warehouse credentials refreshed vs Keeping the warehouse credentials already stored output
  • Notes the refresh also covers Snowflake SSO and other local short-lived creds, and keeps an inherited SSH tunnel
  • Troubleshoot preview credentials: links session-expired errors to the refresh steps

Why

The docs told readers to "re-run aws sso login and lightdash preview" on expiry, which reads as recreating the preview and losing its content, when re-running start-preview with the same name on a current CLI refreshes credentials in place.

Checked against

Cloudy found this docs gap while working a support thread. Started from this internal Slack thread (Lightdash workspace only).

@lightdash-bot lightdash-bot added the cloudy-needs-review Created by Cloudy; human review is outstanding label Nov 1, 2026
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mintlify Bot commented Nov 1, 2026 •

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github-actions Bot commented Nov 1, 2026 •

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@lightdash-bot lightdash-bot changed the title Document the Tags field for dbt Cloud connections Document the CLI's in-place preview credential refresh (+1 more) Nov 1, 2026

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