Add docs for changing cluster plan between Standard and Basic

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": "Migrate from Standard to Advanced",
+                "urls": [
+                    "/cockroachcloud/migrate-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": "Migrate from Standard to Advanced",
+                "urls": [
+                    "/cockroachcloud/migrate-from-standard-to-advanced.html"
             ]
             }
         ]

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": "Migrate from Standard to Advanced",
+                "urls": [
+                    "/cockroachcloud/migrate-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": "Migrate from Standard to Advanced",
+                "urls": [
+                    "/cockroachcloud/migrate-from-standard-to-advanced.html"
             ]
             }
         ]

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": "Migrate from Standard to Advanced",
             "urls": [
                 "/cockroachcloud/migrate-from-standard-to-advanced.html"
             ]
+            },
+            {
+                "title": "Change a Cluster's Plan Between Basic and Standard",
+                "urls": [
+                    "/cockroachcloud/change-plan-between-basic-and-standard.html"
+                ]
             }
         ]
     },
@@ -160,7 +172,7 @@
             ]
             },
             {
-            "title": "Migrate from Standard or Basic to Advanced",
+            "title": "Migrate from Standard to Advanced",
             "urls": [
                 "/cockroachcloud/migrate-from-standard-to-advanced.html"
             ]

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 }}, refer to [Migrate from Standard or Basic to Advanced]({% link cockroachcloud/migrate-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.

src/current/cockroachcloud/change-plan-between-basic-and-standard.md

@@ -0,0 +1,48 @@
+---
+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) or [Cluster Operator]({% link cockroachcloud/authorization.md %}#cluster-operator) role on the running {{ site.data.products.standard }} or {{ site.data.products.basic }} cluster in order to change the cluster's [plan]({% link cockroachcloud/index.md %}#plans).
+
+For changing plans from {{ site.data.products.standard }} to {{ site.data.products.basic }}, you must disable {{ site.data.products.standard }}-only features before starting the plan change.
+
+### Considerations
+
+- If the option to Change Plan Type is unavailable, hovering your mouse on this option may display a note that the cluster was created on legacy architecture and, therefore, its plan cannot be changed in the Cloud Console. Such a cluster will not support multi-region features or private connections on any plan. To use these features, you must take a [backup]({% link cockroachcloud/backup-and-restore-overview.md %}) and restore into a new cluster. Alternatively, to change the plan for your current cluster despite these feature limitations, you can use the [Cloud API]({% link cockroachcloud/cloud-api.md %}#change-a-clusters-plan).
+- The plan change will take up to 5 minutes.
+- The cluster will remain operational under the current plan during the switching period.
+- You can change back the plan if needed. However, when you change from {{ site.data.products.standard }} to {{ site.data.products.basic }}, you will need to wait 48 hours before being able to change back to {{ site.data.products.standard }}.
+
+## Change a cluster's plan
+
+{{site.data.alerts.callout_info}}
+When you change from {{ site.data.products.standard }} to {{ site.data.products.basic }}, you will not be able to change the plan back to {{ site.data.products.standard }} 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**. If this option is unavailable, refer to [Considerations](#considerations).
+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 labeled, while the other plan type 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. The Cloud Console provides a suggestion for provisioned vCPU, we recommend monitoring CPU utilization and adjusting the cluster's compute capacity as necessary. For additional information, refer to [Recommended provisioned capacity when changing cluster plan]({% link cockroachcloud/plan-your-cluster.md %}#recommended-provisioned-capacity-when-changing-cluster-plan). Select **Next: Finalize**.
+    - If you are changing 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 %})
+
+
+

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 [Migrate from Standard or Basic to Advanced]({% link cockroachcloud/migrate-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