Add docs for changing cluster plan between Standard and BAsic

katmayb · katmayb · commit 0e7f08cefcf0 · 2025-03-20T16:24:11.000-04:00
diff --git a/src/current/_data/redirects.yml b/src/current/_data/redirects.yml
@@ -109,6 +109,10 @@
   sources: ['cdc-transformations.md']
   versions: ['v23.1']
 
+- destination: change-plan-from-standard-to-advanced.md
+  sources: ['migrate-from-standard-to-advanced.md']
+  versions: ['cockroachcloud']
+
 - destination: change-data-capture-overview.md
   sources: ['change-data-capture.md']
   versions: ['v21.2']
diff --git a/src/current/_includes/v24.2/sidebar-data/cloud-deployments.json b/src/current/_includes/v24.2/sidebar-data/cloud-deployments.json
@@ -58,6 +58,12 @@
                 "urls": [
                     "/cockroachcloud/provision-a-cluster-with-terraform.html"
                 ]
+            },
+            {
+                "title": "Change a Cluster's Plan Between Basic and Standard",
+                "urls": [
+                    "/cockroachcloud/change-plan-between-basic-and-standard.html"
+            ]
             }
         ]
     },
@@ -107,9 +113,15 @@
             ]
             },
             {
-            "title": "Migrate from Standard or Basic to Advanced",
-            "urls": [
-                "/cockroachcloud/migrate-from-standard-to-advanced.html"
+                "title": "Change a Cluster's Plan from Standard to Advanced",
+                "urls": [
+                    "/cockroachcloud/change-plan-from-standard-to-advanced.html"
+            ]
+            },
+            {
+                "title": "Change a Cluster's Plan Between Basic and Standard",
+                "urls": [
+                    "/cockroachcloud/change-plan-between-basic-and-standard.html"
             ]
             }
         ]
@@ -160,9 +172,9 @@
             ]
             },
             {
-            "title": "Migrate from Standard or Basic to Advanced",
-            "urls": [
-                "/cockroachcloud/migrate-from-standard-to-advanced.html"
+                "title": "Change a Cluster's Plan from Standard to Advanced",
+                "urls": [
+                    "/cockroachcloud/change-plan-from-standard-to-advanced.html"
             ]
             }
         ]
diff --git a/src/current/_includes/v24.3/sidebar-data/cloud-deployments.json b/src/current/_includes/v24.3/sidebar-data/cloud-deployments.json
@@ -58,6 +58,12 @@
                 "urls": [
                     "/cockroachcloud/provision-a-cluster-with-terraform.html"
                 ]
+            },
+            {
+                "title": "Change a Cluster's Plan Between Basic and Standard",
+                "urls": [
+                    "/cockroachcloud/change-plan-between-basic-and-standard.html"
+            ]
             }
         ]
     },
@@ -107,9 +113,15 @@
             ]
             },
             {
-            "title": "Migrate from Standard or Basic to Advanced",
-            "urls": [
-                "/cockroachcloud/migrate-from-standard-to-advanced.html"
+                "title": "Change a Cluster's Plan from Standard to Advanced",
+                "urls": [
+                    "/cockroachcloud/change-plan-from-standard-to-advanced.html"
+            ]
+            },
+            {
+                "title": "Change a Cluster's Plan Between Basic and Standard",
+                "urls": [
+                    "/cockroachcloud/change-plan-between-basic-and-standard.html"
             ]
             }
         ]
@@ -160,9 +172,9 @@
             ]
             },
             {
-            "title": "Migrate from Standard or Basic to Advanced",
-            "urls": [
-                "/cockroachcloud/migrate-from-standard-to-advanced.html"
+                "title": "Change a Cluster's Plan from Standard to Advanced",
+                "urls": [
+                    "/cockroachcloud/change-plan-from-standard-to-advanced.html"
             ]
             }
         ]
diff --git a/src/current/_includes/v25.1/sidebar-data/cloud-deployments.json b/src/current/_includes/v25.1/sidebar-data/cloud-deployments.json
@@ -58,6 +58,12 @@
                 "urls": [
                     "/cockroachcloud/provision-a-cluster-with-terraform.html"
                 ]
+            },
+            {
+                "title": "Change a Cluster's Plan Between Basic and Standard",
+                "urls": [
+                    "/cockroachcloud/change-plan-between-basic-and-standard.html"
+                ]
             }
         ]
     },
@@ -107,10 +113,16 @@
             ]
             },
             {
-            "title": "Migrate from Standard or Basic to Advanced",
+            "title": "Change a Cluster's Plan from Standard to Advanced",
             "urls": [
-                "/cockroachcloud/migrate-from-standard-to-advanced.html"
+                "/cockroachcloud/change-plan-from-standard-to-advanced.html"
             ]
+            },
+            {
+                "title": "Change a Cluster's Plan Between Basic and Standard",
+                "urls": [
+                    "/cockroachcloud/change-plan-between-basic-and-standard.html"
+                ]
             }
         ]
     },
@@ -160,9 +172,9 @@
             ]
             },
             {
-            "title": "Migrate from Standard or Basic to Advanced",
+            "title": "Change a Cluster's Plan from Standard to Advanced",
             "urls": [
-                "/cockroachcloud/migrate-from-standard-to-advanced.html"
+                "/cockroachcloud/change-plan-from-standard-to-advanced.html"
             ]
             }
         ]
diff --git a/src/current/cockroachcloud/basic-cluster-management.md b/src/current/cockroachcloud/basic-cluster-management.md
@@ -85,6 +85,12 @@ A CockroachDB {{ site.data.products.basic }} cluster cannot be moved from one re
 1. [Create a new CockroachDB {{ site.data.products.basic }} cluster]({% link cockroachcloud/create-a-basic-cluster.md %}) in the desired region.
 1. Once the new cluster is set up, [restore your data]({% link cockroachcloud/take-and-restore-self-managed-backups.md %}) from the backup into the new cluster.
 
+## Change a cluster's plan
+
+To change your cluster's plan between {{ site.data.products.basic }} and {{ site.data.products.standard }}, refer to [Change a Cluster's Plan Between Standard and Basic]({% link cockroachcloud/change-plan-between-basic-and-standard.md %}).
+
+To change from {{ site.data.products.basic }} to {{ site.data.products.advanced }}, you must first change your cluster's plan from {{ site.data.products.basic }} to {{ site.data.products.standard }}, and then you can refer to [Change a Cluster's Plan from Standard to Advanced]({% link cockroachcloud/change-plan-from-standard-to-advanced.md %}).
+
 ## Restore data from a backup
 
 Use the [Managed Backups]({% link cockroachcloud/managed-backups.md %}) to restore your cluster from automatic full cluster backups.
diff --git a/src/current/cockroachcloud/change-plan-between-basic-and-standard.md b/src/current/cockroachcloud/change-plan-between-basic-and-standard.md
@@ -0,0 +1,39 @@
+---
+title: Change a Cluster's Plan Between Basic and Standard
+summary: Learn how to change a cluster's plan between a CockroachDB Basic cluster and a CockroachDB Standard cluster.
+toc: true
+---
+
+{{site.data.alerts.callout_info}}
+CockroachDB {{ site.data.products.standard }}, our new, enterprise-ready plan, is currently in [Preview]({% link {{ site.current_cloud_version }}/cockroachdb-feature-availability.md %}).
+{{site.data.alerts.end}}
+
+This page describes how to change a cluster's [plan]({% link cockroachcloud/index.md %}#plans) between CockroachDB {{ site.data.products.standard }} and CockroachDB {{ site.data.products.basic }} using the [{{ site.data.products.cloud }} Console](https://cockroachlabs.cloud/).
+
+To use the CockroachDB Cloud API to change your cluster's plan, refer to [Use the CockroachDB Cloud API]({% link cockroachcloud/cloud-api.md %}#change-a-clusters-plan).
+
+## Before you begin
+
+You'll need the [Cluster Administrator]({% link cockroachcloud/authorization.md %}#cluster-administrator) role on the running CockroachDB {{ site.data.products.standard }} or CockroachDB {{ site.data.products.basic }} cluster in order to change the cluster's [plan]({% link cockroachcloud/index.md %}#plans).
+
+## Change a cluster's plan
+
+{{site.data.alerts.callout_info}}
+After changing your cluster's plan, you will not be able to change the plan again for 48 hours.
+{{site.data.alerts.end}}
+
+1. On the [**Clusters** page]({% link cockroachcloud/cluster-management.md %}#view-clusters-page), select the cluster that requires a plan change.
+1. On the [**Cluster Overview** page]({% link cockroachcloud/cluster-overview-page.md %}), select the **Action** dropdown in the top-right corner, and then **Change plan type**.
+1. Choose a [plan]({% link cockroachcloud/index.md %}#plans) from {{ site.data.products.standard }} or {{ site.data.products.basic }} to change to. The current plan of the cluster will be highlighted. Select **Next: Capacity**.
+1. For capacity:
+    - If you are changing to a {{ site.data.products.standard }} plan, choose the amount of [provisioned capacity]({% link cockroachcloud/plan-your-cluster.md %}#provisioned-capacity) you want for your cluster. Select **Next: Finalize**.
+    - If you are change to a [{{ site.data.products.basic }} plan]({% link cockroachcloud/create-a-basic-cluster.md %}#step-4-configure-cluster-capacity), choose whether the cluster should have **Unlimited** capacity to scale, or **Set a monthly limit**. Select **Next: Finalize**.
+1. Review the changes and then **Update cluster**.
+
+## See more
+
+- [CockroachDB Cloud Documentation]({% link cockroachcloud/index.md %})
+- [Use the CockroachDB Cloud API]({% link cockroachcloud/cloud-api.md %})
+
+
+
diff --git a/src/current/cockroachcloud/change-plan-from-standard-to-advanced.md b/src/current/cockroachcloud/change-plan-from-standard-to-advanced.md
@@ -1,6 +1,6 @@
 ---
-title: Migrate from Standard or Basic to Advanced
-summary: Learn how to migrate data from a CockroachDB Standard or Basic cluster into a CockroachDB Advanced cluster.
+title: Change a Cluster's Plan from Standard to Advanced
+summary: Learn how to change a cluster's plan from a CockroachDB Standard cluster to a CockroachDB Advanced cluster.
 toc: true
 docs_area: migrate
 ---
@@ -9,23 +9,23 @@ docs_area: migrate
 CockroachDB Standard, our new, enterprise-ready plan, is currently in [Preview]({% link {{ site.current_cloud_version }}/cockroachdb-feature-availability.md %}).
 {{site.data.alerts.end}}
 
-This page has instructions for migrating data from a CockroachDB {{ site.data.products.standard }} or {{ site.data.products.basic }} cluster to a CockroachDB {{ site.data.products.advanced }} cluster, by exporting to CSV and using [`IMPORT INTO`]({% link {{site.current_cloud_version}}/import-into.md %}). You may want to migrate to CockroachDB {{ site.data.products.advanced }} if you want a single-tenant cluster with no shared resources.
+This page has instructions for changing cluster [plan]({% link cockroachcloud/index.md %}#plans) from a CockroachDB {{ site.data.products.standard }} cluster to a CockroachDB {{ site.data.products.advanced }} cluster, by exporting to CSV and using [`IMPORT INTO`]({% link {{site.current_cloud_version}}/import-into.md %}). You may want to change your cluster's plan to CockroachDB {{ site.data.products.advanced }} if you want a single-tenant cluster with no shared resources.
 
-The steps below use sample data from the [`tpcc` workload]({% link {{site.current_cloud_version}}/cockroach-workload.md %}#workloads).
+The following steps use sample data from the [`tpcc` workload]({% link {{site.current_cloud_version}}/cockroach-workload.md %}#workloads).
 
-## Before you start
+## Before you begin
 
 These instructions assume you already have the following:
 
-- A [CockroachDB {{ site.data.products.standard }} or {{ site.data.products.basic }} cluster]({% link cockroachcloud/quickstart.md %}) from which you want to migrate data.
+- A [CockroachDB {{ site.data.products.standard }} cluster]({% link cockroachcloud/quickstart.md %}) of which you want to change the plan.
 - A [paid CockroachDB {{ site.data.products.advanced }} cluster]({% link cockroachcloud/quickstart-trial-cluster.md %}). Your first paid CockroachDB {{ site.data.products.advanced }} cluster is free for a 30-day trial.
 - [Cloud storage]({% link {{site.current_cloud_version}}/use-cloud-storage.md %}).
 
 ## Step 1. Export data to cloud storage
 
-First, upload your CockroachDB {{ site.data.products.standard }} or {{ site.data.products.basic }} data to a cloud storage location where the CockroachDB {{ site.data.products.advanced }} cluster can access it.
+First, upload your CockroachDB {{ site.data.products.standard }} data to a cloud storage location where the CockroachDB {{ site.data.products.advanced }} cluster can access it.
 
-1. [Connect to your CockroachDB {{ site.data.products.basic }} cluster]({% link cockroachcloud/connect-to-a-basic-cluster.md %}) and run the [`EXPORT`]({% link {{site.current_cloud_version}}/export.md %}) statement for each table you need to migrate. For example, the following statement exports the `warehouse` table from the [`tpcc`]({% link {{site.current_cloud_version}}/cockroach-workload.md %}#workloads) database to an Amazon S3 bucket:
+1. [Connect to your CockroachDB {{ site.data.products.standard }} cluster]({% link cockroachcloud/connect-to-your-cluster.md %}) and run the [`EXPORT`]({% link {{site.current_cloud_version}}/export.md %}) statement for each table you need to migrate. For example, the following statement exports the `warehouse` table from the [`tpcc`]({% link {{site.current_cloud_version}}/cockroach-workload.md %}#workloads) database to an Amazon S3 bucket:
 
     {% include copy-clipboard.html %}
     ~~~ sql
@@ -34,7 +34,7 @@ First, upload your CockroachDB {{ site.data.products.standard }} or {{ site.data
       FROM TABLE tpcc.warehouse;
     ~~~
 
-    Note that we uploaded the table in CSV format to a `migration-data` directory in the S3 bucket.
+    This command uploads the table in CSV format to a `migration-data` directory in the S3 bucket.
 
     The output shows the programmatically generated filename, which you'll reference when you [import the CSV](#step-2-import-the-csv):
 
@@ -50,7 +50,7 @@ First, upload your CockroachDB {{ site.data.products.standard }} or {{ site.data
     0,8,17,13,11,SF,640911111,0.0806,300000.00
     ~~~
 
-1. Repeat this step for each table you want to migrate. For example, let's export one more table (`district`) from the `tpcc` database:
+1. Repeat this step for each table you want to migrate. For example, export one more table (`district`) from the `tpcc` database:
 
     {% include copy-clipboard.html %}
     ~~~ sql
@@ -81,26 +81,26 @@ First, upload your CockroachDB {{ site.data.products.standard }} or {{ site.data
     ~~~
 
     {{site.data.alerts.callout_success}}
-    For more information about using cloud storage with CockroachDB, see [Use Cloud Storage]({% link {{site.current_cloud_version}}/use-cloud-storage.md %}).
+    For more information about using cloud storage with CockroachDB, refer to [Use Cloud Storage]({% link {{site.current_cloud_version}}/use-cloud-storage.md %}).
     {{site.data.alerts.end}}
 
 ## Step 2. Import the CSV
 
 {{site.data.alerts.callout_success}}
-For best practices for optimizing import performance in CockroachDB, see [Import Performance Best Practices]({% link {{site.current_cloud_version}}/import-performance-best-practices.md %}).
+For best practices for optimizing import performance in CockroachDB, refer to [Import Performance Best Practices]({% link {{site.current_cloud_version}}/import-performance-best-practices.md %}).
 {{site.data.alerts.end}}
 
 1. [Connect to your CockroachDB {{ site.data.products.advanced }} cluster]({% link cockroachcloud/connect-to-your-cluster.md %}) and [create the database]({% link {{site.current_cloud_version}}/create-database.md %}) you want to import the tables into. For example:
 
     {% include copy-clipboard.html %}
     ~~~ sql
-    > CREATE DATABASE tpcc;
+    CREATE DATABASE tpcc;
     ~~~
 
 1. Write a [`CREATE TABLE`]({% link {{site.current_cloud_version}}/create-table.md %}) statement that matches the schema of the table data you're importing.
 
     {{site.data.alerts.callout_success}}
-    You can use the [`SHOW CREATE TABLE`]({% link {{site.current_cloud_version}}/show-create.md %}#show-the-create-table-statement-for-a-table) statement in the CockroachDB {{ site.data.products.standard }} or {{ site.data.products.basic }} cluster to view the `CREATE` statement for the table you're migrating.
+    You can use the [`SHOW CREATE TABLE`]({% link {{site.current_cloud_version}}/show-create.md %}#show-the-create-table-statement-for-a-table) statement in the CockroachDB {{ site.data.products.standard }} cluster to view the `CREATE` statement for the table you're migrating.
     {{site.data.alerts.end}}
 
     {% include v20.2/misc/csv-import-callout.md %}
@@ -139,7 +139,7 @@ For best practices for optimizing import performance in CockroachDB, see [Import
     (1 row)
     ~~~
 
-1. Repeat the above for each CSV file you want to import. For example, let's import the `tpcc.district` data:
+1. Repeat the previous command for each CSV file you want to import. For example, import the `tpcc.district` data:
 
     Issue the following statement to create a new `district` table:
 
@@ -167,7 +167,7 @@ For best practices for optimizing import performance in CockroachDB, see [Import
     {% include copy-clipboard.html %}
     ~~~ sql
     IMPORT INTO tpcc.district (d_id, d_w_id, d_name, d_street_1, d_street_2, d_city, d_state, d_zip, d_tax, d_ytd, d_next_o_id)
-      CSV DATA ('s3://{BUCKET NAME}/migration-data/{EXPORT FILENAME}?AWS_ACCESS_KEY_ID={ACCESS_KEY}&AWS_SECRET_ACCESS_KEY={SECRET_KEY}')
+      CSV DATA ('s3://{BUCKET NAME}/migration-data/{EXPORT FILENAME}?AWS_ACCESS_KEY_ID={ACCESS_KEY}&AWS_SECRET_ACCESS_KEY={SECRET_KEY}');
     ~~~
 
     ~~~
@@ -177,11 +177,11 @@ For best practices for optimizing import performance in CockroachDB, see [Import
     (1 row)
     ~~~
 
-1. _(Optional)_ To verify that the data was imported, use [`SHOW TABLES`]({% link {{site.current_cloud_version}}/show-tables.md %}):
+1. **(Optional)** To verify that the data was imported, use [`SHOW TABLES`]({% link {{site.current_cloud_version}}/show-tables.md %}):
 
     {% include copy-clipboard.html %}
     ~~~ sql
-    > SHOW TABLES FROM tpcc;
+    SHOW TABLES FROM tpcc;
     ~~~
 
     ~~~
@@ -201,13 +201,9 @@ Once all of the tables you want to migrate have been imported into the Cockroach
 ALTER TABLE tpcc.district ADD CONSTRAINT fk_d_w_id_ref_warehouse FOREIGN KEY (d_w_id) REFERENCES tpcc.warehouse(w_id);
 ~~~
 
-~~~
-ALTER TABLE
-~~~
-
 ## See also
 
-- [`IMPORT`]({% link {{site.current_cloud_version}}/import-into.md %})
+- [`IMPORT INTO`]({% link {{site.current_cloud_version}}/import-into.md %})
 - [Migration Overview]({% link {{site.current_cloud_version}}/migration-overview.md %})
 - [Migrate from CSV]({% link {{site.current_cloud_version}}/migrate-from-csv.md %})
 - [Import Performance Best Practices]({% link {{site.current_cloud_version}}/import-performance-best-practices.md %})
diff --git a/src/current/cockroachcloud/cluster-management.md b/src/current/cockroachcloud/cluster-management.md
@@ -106,11 +106,17 @@ When the upgrade occurs, your cluster status will be listed as `Available (Maint
 
 For manual upgrades to a newer major version of CockroachDB, refer to [Upgrade a cluster in CockroachDB Cloud]({% link cockroachcloud/upgrade-cockroach-version.md %}).
 
+## Change a cluster's plan
+
+To change your cluster's plan between {{ site.data.products.basic }} and {{ site.data.products.standard }}, refer to [Change a Cluster's Plan Between Standard and Basic]({% link cockroachcloud/change-plan-between-basic-and-standard.md %}).
+
+To change from {{ site.data.products.standard }} to {{ site.data.products.advanced }}, refer to [Change a Cluster's Plan from Standard to Advanced]({% link cockroachcloud/change-plan-from-standard-to-advanced.md %}).
+
 ## Restore data from a backup
 
 Refer to [Managed Backups]({% link cockroachcloud/managed-backups.md %}) for instructions to restore your cluster from an automatic cluster backup.
 
-You can also [back up and restore]({% link cockroachcloud/take-and-restore-self-managed-backups.md %}) your CockroachDB {{ site.data.products.serverless }} cluster manually. You can take [backups locally]({% link cockroachcloud/take-and-restore-self-managed-backups.md %}) to [`userfile`](https://www.cockroachlabs.com/docs/{{site.current_cloud_version}}/use-userfile-storage) or [back up to cloud storage]({% link cockroachcloud/take-and-restore-self-managed-backups.md %}).
+You can also [back up and restore]({% link cockroachcloud/take-and-restore-self-managed-backups.md %}) your CockroachDB {{ site.data.products.basic }} or {{ site.data.products.standard }} cluster manually. You can take [backups locally]({% link cockroachcloud/take-and-restore-self-managed-backups.md %}) to [`userfile`](https://www.cockroachlabs.com/docs/{{site.current_cloud_version}}/use-userfile-storage) or [back up to cloud storage]({% link cockroachcloud/take-and-restore-self-managed-backups.md %}).
 
 ## Enable deletion protection
 

Original file line number	Diff line number	Diff line change
`@@ -58,6 +58,12 @@`
`58`	`58`	`"urls": [`
`59`	`59`	`"/cockroachcloud/provision-a-cluster-with-terraform.html"`
`60`	`60`	`]`
	`61`	`+ },`
	`62`	`+ {`
	`63`	`+ "title": "Change a Cluster's Plan Between Basic and Standard",`
	`64`	`+ "urls": [`
	`65`	`+ "/cockroachcloud/change-plan-between-basic-and-standard.html"`
	`66`	`+ ]`
`61`	`67`	`}`
`62`	`68`	`]`
`63`	`69`	`},`
`@@ -107,9 +113,15 @@`
`107`	`113`	`]`
`108`	`114`	`},`
`109`	`115`	`{`
`110`		`- "title": "Migrate from Standard or Basic to Advanced",`
`111`		`- "urls": [`
`112`		`- "/cockroachcloud/migrate-from-standard-to-advanced.html"`
	`116`	`+ "title": "Change a Cluster's Plan from Standard to Advanced",`
	`117`	`+ "urls": [`
	`118`	`+ "/cockroachcloud/change-plan-from-standard-to-advanced.html"`
	`119`	`+ ]`
	`120`	`+ },`
	`121`	`+ {`
	`122`	`+ "title": "Change a Cluster's Plan Between Basic and Standard",`
	`123`	`+ "urls": [`
	`124`	`+ "/cockroachcloud/change-plan-between-basic-and-standard.html"`
`113`	`125`	`]`
`114`	`126`	`}`
`115`	`127`	`]`
`@@ -160,9 +172,9 @@`
`160`	`172`	`]`
`161`	`173`	`},`
`162`	`174`	`{`
`163`		`- "title": "Migrate from Standard or Basic to Advanced",`
`164`		`- "urls": [`
`165`		`- "/cockroachcloud/migrate-from-standard-to-advanced.html"`
	`175`	`+ "title": "Change a Cluster's Plan from Standard to Advanced",`
	`176`	`+ "urls": [`
	`177`	`+ "/cockroachcloud/change-plan-from-standard-to-advanced.html"`
`166`	`178`	`]`
`167`	`179`	`}`
`168`	`180`	`]`