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Restructure multicluster docs to Diataxis framework#2549

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ctauchen wants to merge 3 commits intotigera:mainfrom
ctauchen:restructure-multicluster-diataxis
Draft

Restructure multicluster docs to Diataxis framework#2549
ctauchen wants to merge 3 commits intotigera:mainfrom
ctauchen:restructure-multicluster-diataxis

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Summary

  • Reorganize calico-enterprise/multicluster/ from a flat structure into Diataxis categories: explanation, how-to, reference, tutorial, and troubleshooting
  • Merge standard + Helm install guides into single pages with Operator/Helm tabs (nested NodePort/LB tabs use different groupId)
  • Extract setup, validation, and troubleshooting from the 20KB kubeconfig.mdx into focused pages
  • Create new explanation pages for architecture and security model (synthesized from scattered content)
  • Add reference pages for CRDs, federation annotations, Helm values, and port/service requirements
  • Rewrite AWS federation example as a learning-oriented tutorial
  • Update sidebar, 16 cross-references, and 5 Install component files
  • Fix pre-existing broken links in versioned recommended-metrics.mdx files

Notes for reviewers

  • Only unversioned calico-enterprise/ directory is modified (plus pre-existing link fixes in versioned docs)
  • NEW explanation files (architecture.mdx, security-model.mdx) and reference/custom-resources.mdx are synthesized from existing scattered content — please review for technical accuracy
  • Two pre-existing broken links in calico-cloud/ and calico/ (unrelated to this PR) still exist in build-next

Test plan

  • make build-next compiles without MDX errors; no new broken links introduced
  • yarn test:components — 6/6 test suites pass
  • Visual review of new page structure in deploy preview
  • SME review of synthesized explanation and reference content

🤖 Generated with Claude Code

ctauchen and others added 2 commits February 24, 2026 19:15
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Reorganize calico-enterprise/multicluster/ from a flat structure into
Diataxis categories (explanation, how-to, reference, tutorial,
troubleshooting) to separate conceptual, procedural, and reference
content that was previously mixed within individual pages.

Key changes:
- Merge standard + Helm install guides into single pages with tabs
- Extract setup, validation, and troubleshooting from 20KB kubeconfig.mdx
- Create new explanation pages for architecture and security model
- Add reference pages for CRDs, federation annotations, Helm values,
  and port/service requirements
- Rewrite AWS federation example as a learning-oriented tutorial
- Update sidebar, 16 cross-references, and 5 Install components
- Fix pre-existing broken links in versioned recommended-metrics.mdx

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings February 25, 2026 14:00
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Pull request overview

This pull request comprehensively restructures the Calico Enterprise multicluster documentation from a flat structure into the Diataxis documentation framework (Explanation, How-to, Reference, Tutorial, Troubleshooting). The changes transform scattered documentation into a well-organized, user-friendly structure that better serves different user needs.

Changes:

  • Reorganized calico-enterprise/multicluster/ from flat structure to Diataxis categories (Concepts, How-to guides, Reference, Tutorials, Troubleshooting)
  • Merged Operator and Helm installation guides into single pages with nested tabs (using different groupId values to prevent conflicts)
  • Extracted setup, validation, and troubleshooting content from the monolithic kubeconfig.mdx (20KB) into focused, task-oriented pages
  • Created new explanation pages synthesizing scattered architecture and security model content
  • Added comprehensive reference pages for CRDs, federation annotations, Helm values, and port/service requirements
  • Rewrote AWS federation example as a learning-oriented tutorial following best practices
  • Updated sidebar structure, 16 cross-references throughout the codebase, and 5 Install component files
  • Fixed 4 pre-existing broken links in versioned recommended-metrics.mdx files
  • Updated announcement bar to promote Calico 3.30+ Hackathon (unrelated to multicluster docs)

Reviewed changes

Copilot reviewed 49 out of 49 changed files in this pull request and generated 2 comments.

Show a summary per file
File Description
sidebars-calico-enterprise.js Restructured multicluster sidebar to Diataxis framework with Concepts, How-to guides, Reference, Tutorials, and Troubleshooting categories
docusaurus.config.js Updated announcement bar (unrelated to multicluster changes)
calico-enterprise_versioned_docs/version-*/operations/monitor/metrics/recommended-metrics.mdx Fixed pre-existing broken relative paths to cluster mesh documentation (4 versions)
calico-enterprise/reference/resources/remoteclusterconfiguration.mdx Updated link to cluster mesh overview
calico-enterprise/reference/resources/managedcluster.mdx Updated link to management cluster creation guide
calico-enterprise/reference/public-cloud/aws.mdx Updated 2 links to cluster mesh documentation
calico-enterprise/reference/component-resources/kube-controllers/configuration.mdx Updated link to federated services configuration
calico-enterprise/operations/monitor/metrics/recommended-metrics.mdx Updated 2 links to cluster mesh documentation
calico-enterprise/operations/comms/certificate-management.mdx Updated link to management cluster guide
calico-enterprise/operations/cnx/roles-and-permissions.mdx Updated link to multi-cluster RBAC
calico-enterprise/multicluster/index.mdx Restructured landing page to Diataxis framework with clear categories
calico-enterprise/multicluster/explanation/index.mdx Created category index for conceptual documentation
calico-enterprise/multicluster/explanation/architecture.mdx NEW: Synthesized comprehensive architecture explanation covering topology, components, and communication model
calico-enterprise/multicluster/explanation/cluster-mesh.mdx NEW: Consolidated cluster mesh concepts including federated identity, services, and networking
calico-enterprise/multicluster/explanation/security-model.mdx NEW: Synthesized security model covering authentication, RBAC, and credential management
calico-enterprise/multicluster/how-to/index.mdx Created category index for task-oriented guides
calico-enterprise/multicluster/how-to/create-a-management-cluster.mdx Merged Operator and Helm installation into single page with nested tabs (install-method → service-type groupIds)
calico-enterprise/multicluster/how-to/create-a-managed-cluster.mdx Merged Operator and Helm installation with nested tabs (install-method → platform groupIds)
calico-enterprise/multicluster/how-to/set-up-cluster-mesh.mdx Extracted cluster mesh setup from kubeconfig.mdx into focused how-to guide
calico-enterprise/multicluster/how-to/validate-multi-cluster-setup.mdx Extracted validation procedures into dedicated page
calico-enterprise/multicluster/how-to/configure-federated-services.mdx Moved from federation/services-controller.mdx with updated structure
calico-enterprise/multicluster/how-to/configure-log-storage.mdx Extracted log storage configuration from fine-tune-deployment.mdx
calico-enterprise/multicluster/how-to/configure-cross-cluster-rbac.mdx Extracted RBAC configuration from fine-tune-deployment.mdx
calico-enterprise/multicluster/how-to/change-cluster-type.mdx Updated with new link references
calico-enterprise/multicluster/reference/index.mdx Created category index for reference documentation
calico-enterprise/multicluster/reference/custom-resources.mdx NEW: Quick reference for all multicluster CRDs with usage patterns
calico-enterprise/multicluster/reference/federation-annotations.mdx Extracted annotations reference from services-controller.mdx
calico-enterprise/multicluster/reference/helm-values.mdx NEW: Comprehensive Helm values reference for management and managed clusters
calico-enterprise/multicluster/reference/port-and-service-requirements.mdx Extracted service requirements and network prerequisites
calico-enterprise/multicluster/tutorial/index.mdx Created category index for tutorials
calico-enterprise/multicluster/tutorial/aws-cluster-mesh.mdx Rewrote AWS example as learning-oriented tutorial with clear objectives and steps
calico-enterprise/multicluster/troubleshooting.mdx Extracted troubleshooting content from kubeconfig.mdx into dedicated page
calico-enterprise/multicluster/set-up-multi-cluster-management/standard-install/create-a-management-cluster.mdx DELETED: Content merged into how-to/create-a-management-cluster.mdx
calico-enterprise/multicluster/set-up-multi-cluster-management/standard-install/create-a-managed-cluster.mdx DELETED: Content merged into how-to/create-a-managed-cluster.mdx
calico-enterprise/multicluster/fine-tune-deployment.mdx DELETED: Content extracted to configure-log-storage.mdx and configure-cross-cluster-rbac.mdx
calico-enterprise/multicluster/federation/overview.mdx DELETED: Content moved to explanation/cluster-mesh.mdx
calico-enterprise/multicluster/federation/kubeconfig.mdx DELETED: Content extracted to set-up-cluster-mesh.mdx, validate-multi-cluster-setup.mdx, and troubleshooting.mdx
calico-enterprise/multicluster/federation/services-controller.mdx DELETED: Content moved to how-to/configure-federated-services.mdx and reference/federation-annotations.mdx
calico-enterprise/multicluster/federation/aws.mdx DELETED: Content rewritten as tutorial/aws-cluster-mesh.mdx
calico-enterprise/_includes/components/Install*.js Updated 5 component files with new link to port-and-service-requirements.mdx
calico-enterprise/getting-started/install-on-clusters/kubernetes/helm.mdx Updated 2 links to new how-to guides
calico-enterprise/about/index.mdx Updated 2 links to new explanation and how-to pages

Comment on lines +119 to +120
id: "calico_hackathon",
content: '🚀 The <a href="https://www.tigera.io/lp/project-calico-hackathon?utm_source=website&utm_medium=Docs_site&utm_campaign=Hackathon2026">Calico 3.30+ Hackathon</a> is live! Leverage Calico 3.30+ to solve networking challenges and win up to $1,000.',
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The announcement bar change appears to be unrelated to the multicluster docs restructure. This updates the banner from promoting "Calico Cloud Free" to promoting a "Calico 3.30+ Hackathon" event. Consider whether this change should be in a separate PR focused on marketing content updates.

Copilot uses AI. Check for mistakes.
Comment on lines +422 to +430
items: [
'multicluster/how-to/create-a-management-cluster',
'multicluster/how-to/create-a-managed-cluster',
'multicluster/how-to/change-cluster-type',
'multicluster/how-to/set-up-cluster-mesh',
'multicluster/how-to/configure-federated-services',
'multicluster/how-to/configure-log-storage',
'multicluster/how-to/configure-cross-cluster-rbac',
'multicluster/how-to/validate-multi-cluster-setup',
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The ordering of how-to guides in the sidebar may not reflect the typical workflow. Consider reordering to:

  1. create-a-management-cluster
  2. create-a-managed-cluster
  3. set-up-cluster-mesh
  4. configure-federated-services
  5. configure-log-storage
  6. configure-cross-cluster-rbac
  7. validate-multi-cluster-setup
  8. change-cluster-type (as this is less common than the setup workflow)

This would present the guides in a more natural setup-to-configuration order.

Copilot uses AI. Check for mistakes.
- Remove DocCardLink to add-maglev-load-balancing from calico-cloud
  networking index since the page only exists in the unreleased next
  version and the component generates URLs without the next prefix
- Fix relative path in calico maglev page from ../../../ to ../../ and
  correct anchor from #try-out-direct-server-return-mode to
  #enable-direct-server-return-mode to match the calico heading
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2 participants