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Update Licensing FAQs for v24.3 release #19002

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@rmloveland rmloveland commented Oct 10, 2024

Addresses:

Summary of changes:

  • Update 'Licensing FAQs' with the following:

    • Information about the new licensing tiers

    • Instructions for self-serve Enterprise Trial and Enterprise Free
      licenses in Cloud Console

    • Updated information about how to monitor for license expiry in DB
      Console (with a link to updated UI docs that include the exact
      messages)

    • A description of what throttling is and how it works

    • A note that single-node developer clusters do not require a license
      key

  • Update 'DB Console Overview > License expiration message' with the
    specific messages that may be emitted by Console depending on the
    status of the cluster's license

Rendered previews:

NB. These changes only apply to v24.3 docs right now, but once reviewed and approved, these changes will also be backported to v23.1+ docs and sit on a branch awaiting the relevant point releases of those versions in November.

@rmloveland rmloveland marked this pull request as draft October 10, 2024 15:59
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@rmloveland rmloveland force-pushed the 20241010-DOC-11203-update-licensing-faq branch from df3f405 to 836c8ca Compare October 15, 2024 16:13
@rmloveland rmloveland force-pushed the 20241010-DOC-11203-update-licensing-faq branch 5 times, most recently from 846a969 to e66bbd2 Compare October 21, 2024 15:52
@rmloveland rmloveland marked this pull request as ready for review October 21, 2024 15:53
Addresses:

- DOC-11203
- DOC-11048
- DOC-11049

Summary of changes:

- Update 'Licensing FAQs' with the following:

  - Information about the new licensing tiers

  - Instructions for self-serve Enterprise Trial and Enterprise Free
    licenses in Cloud Console

  - Updated information about how to monitor for license expiry in DB
    Console (with a link to updated UI docs that include the exact
    messages)

  - A description of what throttling is and how it works

  - A note that single-node developer clusters do not require a license
    key

- Update 'DB Console Overview > License expiration message' with the
  specific messages that may be emitted by Console depending on the
  status of the cluster's license
@rmloveland rmloveland force-pushed the 20241010-DOC-11203-update-licensing-faq branch from e66bbd2 to 681e7dc Compare October 21, 2024 15:55
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@jaiayu could use your feedback on basically this whole PR. This is a first step; next I'll plan to add an 'Enterprise Licensing Workflows' page which contains the self-serve license info as well for easier finding / sharing, probably with more info too. Also a 'Telemetry' page. But this at least gets the basic instructions and info written down (I hope) - but please let me know if you see something wrong or missing

@spilchen please look at the stuff about throttling and developer single-node clusters and let me know if anything is wrong or missing

@dhartunian please look at the changes to the 'DB Console Overview > License expiration message', I've updated it to match the telemetry notices/warnings shown in DB Console based on some screenshots you shared a while back. I'm adding it here so folks can search for the exact strings in docs. Please let me know if the text of the messages has changed. Also i'm open to any other feedback re: stuff that is wrong or missing

Thank you!

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Looks good. I just had a couple of questions and clarificatons.

src/current/_includes/common/set-enterprise-license.md Outdated Show resolved Hide resolved

This will only happen in the following cases:

- The cluster has no [valid license key](#obtain-a-license).

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Does "valid" simply mean the license doesn't exist? Throttling can also occur if you're operating with an expired license beyond the grace period:

  • Free: throttles 30 days after expiration
  • Trial: throttles 7 days after expiration
  • None: throttles 7 days after cluster initialization
  • Enterprise: never throttles

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thanks for laying this out explicitly, i have updated this section a bit to try to add the info and hopefully make things clearer - please let me know what you think

This will only happen in the following cases:

  • The cluster is not following telemetry requirements.
    • There is a 7 day grace period for new Enterprise Free and Enterprise Trial clusters to start sending telemetry.
  • The cluster has an expired license key; depending on the type of expired license, the cluster will be throttled after the following time periods:
    • Enterprise: Never throttles
    • Enterprise Free: Throttles 30 days after expiration
    • Enterprise Trial: Throttles 7 days after expiration
    • No license: Throttles 7 days after cluster initialization

src/current/_includes/common/licensing-faqs.md Outdated Show resolved Hide resolved

The table of licenses below refers to options for {{ site.data.products.core }} deployments. All {{ site.data.products.cloud }} deployments automatically have a valid **Enterprise** license.

Type | Description

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We left out any mention of evaluation licenses. Was that intentional?

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what are "evaluation licenses" - is that something different than the self-serve Enterprise Trial license? perhaps something that is handed out directly by sales? I'm not seeing the text "evaluation" or "evaluation license" in the product brief

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The evaluation license type existed previously (see 1.1.3 in the product brief). My understanding is that they are used for POCs.

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thanks @spilchen for the catch, i just reviewed that list again, it seems we are missing multiple items from that list, my bad

@jaiayu do you want me to replicate here all of the license types from the product brief? specifically, it looks like we're missing:

  • Evaluation
  • Development
  • Pre-production

Or is it our preference that those license types are described and managed via interactions with a Sales process vs. being described in the public user documentation?

I'm asking because up until now we have not listed out such licenses - current FAQ says there is:

  • Apache
  • BSL
  • CCL

And doesn't talk about dev, eval etc licenses.

Presumably dev, eval, etc. licenses also existed under the previous regime, but we never documented them before

Happy to do it now if you want, please let me know

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DB Console text LGTM.

We will enforce the sending of telemetry within the DB if the customer has a Free/Trial license (they can't disable via the cluster setting), so if they get a telemetry send error, it will be due to a firewall configuration or a network issue. Is it worth mentioning that somewhere?

-------------|------------
**Enterprise** <a name="enterprise"></a> | This paid license allows usage of all CockroachDB features with no restrictions under the terms specified in the [CockroachDB Software License][csl]. License must be renewed annually or as negotiated. Support levels available include [Enterprise][support] or [Essential][support].
**Enterprise Free** <a name="enterprise-free"></a> | Same functionality as **Enterprise**, but free of charge for businesses with less than $10M in annual revenue, and telemetry is required except for ephemeral clusters (7 days or less). Clusters will be [throttled](#throttling) after 7 days without sending telemetry. License must be renewed annually. Support level available is Community (i.e., [Docs]({% link {{ page.version.version }}/index.md %}), [Forum][forum], [Slack][slack]).
**Enterprise Trial** <a name="enterprise-trial"></a> | A 30 day self-service trial license. Telemetry is required during the trial (with negotiated exceptions). Telemetry can be disabled once the cluster is upgraded to a paid **Enterprise** license. Support level available during trials is Community (i.e., [Docs]({% link {{ page.version.version }}/index.md %}), [Forum][forum], [Slack][slack]).
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@spilchen and @dhartunian - elsewhere you each commented that Enterprise Trial clusters must send telemetry - i also just reviewed the product brief - not sure why I wrote this "(with negotiated exceptions)" clause but I'm removing it FYI

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@dhartunian :

DB Console text LGTM.

yayyy thanks

We will enforce the sending of telemetry within the DB if the customer has a Free/Trial license (they can't disable via the cluster setting), so if they get a telemetry send error, it will be due to a firewall configuration or a network issue. Is it worth mentioning that somewhere?

I added a line to reference this in the 'Types of Licenses' section, PTAL

Clusters with Enterprise Free or Enterprise Trial licenses cannot disable telemetry; if such a cluster signals a telemetry sending error, it will be due to firewall configuration or a network issue.

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