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[Alerting v2][Serverless]: Docs for initial public release #5528

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[Alerting v2][Serverless]: Docs for initial public release #5528
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@nastasha-solomon nastasha-solomon commented Mar 17, 2026

Summary

This PR contains the alerting v2 documentation scoped for the tech preview release to serverless, fixing https://github.com/elastic/docs-content-internal/issues/919. It makes several major changes:

What's included

  • Conceptual overviews: How alerting v2 fits into the broader alerting system, what it solves differently, and where it sits in a user's workflow (rules-v2.md, alerts-v2.md, notifications-v2.md).
  • User goal framing: Goal-level coverage of rule authoring, configuration, alert triage, suppression, notification routing, and Discover-based analysis.
  • Key concepts and terminology: Series, episodes, alert lifecycle states, rule modes (Detect vs Alert), action policies, suppression patterns.
  • Reference content: Alert states and fields, rule event fields, action policy fields, YAML rule schema.
  • ES|QL query patterns: Detection approaches for threshold, SLO burn rate, no-data, and persistent breach scenarios
  • Setup and quick start: Enablement, data stream overview, and a walkthrough of creating a first rule.
  • IA changes: Existing Kibana Alerting v1 docs are preserved under a parallel kibana-alerting-v1/ path. A new "Choose an alerting system" comparison page helps users navigate between them.

What's intentionally out of scope [STILL BEING DECIDED]

Procedural content tied to unfinalized UI (rule builder, Discover entry point, privileges page) is deferred. Pages with [CONTENT NEEDED: UI] annotations hold the procedure gap and will be filled in a follow-up PR as the UI stabilizes. M2 content that's been deferred and will be published following the initial release to serverless.

How to read the annotations

  • [CONTENT NEEDED: UI] - Blocked on UI finalization; skip during review
  • [CONTENT NEEDED for M2] - Drafted for M1, will need updating when M2 ships; reviewers should check correctness of surrounding content
  • [CONTENT NEEDED] (no qualifier) - Open design question that needs a decision before publish

Generative AI disclosure

  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
  • Yes - Cursor + Claude
  • No

Reviews needed

This PR needs an editorial review, a technical review, and code owner reviews. Instructions for each are below.

What to skip: Any section marked [CONTENT NEEDED] is intentionally incomplete pending UI finalization or technical confirmation.

✏️ Editorial reviewer

Given the size of this PR, please focus your review on the new v2 content. A full line-by-line read of all 25 pages isn't expected. Instead, please prioritize the pages users will hit first and the issues most likely to affect clarity or correctness.

Highest priority:

  • choose-an-alerting-system.md - This page frames the entire v1/v2 story. Check that the comparison is neutral, accurate, and helps users make a clear decision.
  • [TBD] quick-start-alerting-v2.md - The first page most users will follow hands-on. Check for clarity, logical flow, and complete steps.
  • alerts-v2.md, rules-v2.md, notifications-v2.md: These are conceptual pages that introduce new mental models. Check that terminology is used consistently, the framing is goal-oriented (rather than implementation-oriented), and that the content is easy to understand.

🔧 Technical reviewer

Please focus your review on accuracy of facts, names, and structure only. For example, please verify that field names, values, and descriptions in reference material is accurate and matches the the current implementation. When reviewing conceptual material, please check that definitions are technically accurate and reflect the current engineering design.

👤 Code owner reviewers

This is a large PR. A full review of every file isn't expected — focus on whether the changes in your area are correct and won't mislead users.

@elastic/experience-docs and @elastic/developer-docs - Please review the primary new content:

  • explore-analyze/alerting-overview.md and explore-analyze/alerting/choose-an-alerting-system.md: New orientation and v1 vs. v2 comparison pages
  • explore-analyze/toc.yml: TOC restructured to accommodate the v1/v2 split
  • solutions/observability/** (18 files) and solutions/security/detect-and-alert/** (5 files): Cross-references updated; view-alerts.md has a more substantive update (+6 -6) — verify intent

@elastic/docs - Please review the infrastructure files:

  • redirects.yml: ~140 new redirect entries added, please spot-check that source paths cover all previously published alerting URLs and that destination paths are correct
  • docset.yml: New section registered (+4 -1)
  • reference/glossary/index.md: Glossary entries updated

Cross-reference updates only - Please verify the updated links point to the correct destination for your area:

  • @elastic/admin-docs - deploy-manage/** (12 files), manage-data/data-store/data-streams/failure-store-recipes.md
  • @elastic/ingest-docs - reference/fleet/alerting-rule-templates.md, reference/fleet/monitor-elastic-agent.md
  • @elastic/core-docs - get-started/evaluate-elastic.md, get-started/the-stack.md

Previews - 📁 New v2 content

Description File Preview ✏️ Ready for editorial review 🔧 Ready for technical review
v2 alerting overview explore-analyze/alerting/kibana-alerting-v2.md Preview
Top-level alerting orientation explore-analyze/alerting-overview.md Preview
v1 vs. v2 comparison explore-analyze/alerting/choose-an-alerting-system.md Preview

Setup

Description File Preview ✏️ Ready for editorial review 🔧 Ready for technical review
Quick start guide kibana-alerting-v2/quick-start-alerting-v2.md Preview
Setup guide kibana-alerting-v2/setup-alerting-v2.md Preview
Required privileges kibana-alerting-v2/alerting-v2-privileges.md Preview

Create and manage rules

Description File Preview ✏️ Ready for editorial review 🔧 Ready for technical review
Rules overview kibana-alerting-v2/rules-v2.md Preview
Rule authoring overview kibana-alerting-v2/rules/author-rules-v2.md Preview
ES|QL query patterns kibana-alerting-v2/rules/esql-query-patterns-v2.md Preview
Create a rule using the rule builder kibana-alerting-v2/rules/create-rule-from-rule-builder-v2.md Preview
Create a rule from Discover kibana-alerting-v2/rules/create-rule-from-discover-v2.md Preview
Create a rule using the YAML editor kibana-alerting-v2/rules/create-rule-with-yaml-v2.md Preview
YAML rule schema reference kibana-alerting-v2/rules/yaml-rule-schema-reference-v2.md Preview
Rule configuration options kibana-alerting-v2/rules/configure-a-rule-v2.md Preview
View and manage rules kibana-alerting-v2/rules/view-manage-rules-v2.md Preview
Rule and event field reference kibana-alerting-v2/rules/rule-event-field-reference-v2.md Preview

View and manage alerts

Description File Preview ✏️ Ready for editorial review 🔧 Ready for technical review
Alerts overview kibana-alerting-v2/alerts-v2.md Preview
View and manage alerts kibana-alerting-v2/alerts/view-and-manage-alerts-v2.md Preview
Alert states and fields reference kibana-alerting-v2/alerts/alert-states-and-fields-reference-v2.md Preview
Query alerts in Discover kibana-alerting-v2/alerts/query-alerts-and-signals-in-discover-v2.md Preview

Workflows and action policies

Description File Preview ✏️ Ready for editorial review 🔧 Ready for technical review
Workflows overview kibana-alerting-v2/workflows-alerting-v2.md Preview
Notifications overview kibana-alerting-v2/notifications-v2.md Preview
Create and configure an action policy kibana-alerting-v2/notifications/create-configure-action-policy-v2.md Preview
Action policy reference kibana-alerting-v2/notifications/action-policy-reference-v2.md Preview
Manage action policies kibana-alerting-v2/notifications/manage-action-policies-v2.md Preview

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## Summary
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issue, describe the reason you are making the change.
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Fixes elastic/docs-content-internal#919.

First draft of v2 alerting docs.

## Generative AI disclosure
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documentation guidelines, please answer the following:
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Cursor + Claude
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github-actions Bot commented Mar 17, 2026

Vale Linting Results

Summary: 7 warnings, 32 suggestions found

⚠️ Warnings (7)
File Line Rule Message
explore-analyze/alerting/kibana-alerting-v2/alerts/view-and-manage-alerts-v2.md 70 Elastic.Spelling 'Unacknowledge' is a possible misspelling.
explore-analyze/alerting/kibana-alerting-v2/alerts/view-and-manage-alerts-v2.md 72 Elastic.Spelling 'Unresolve' is a possible misspelling.
explore-analyze/alerting/kibana-alerting-v2/alerts/view-and-manage-alerts-v2.md 85 Elastic.BritishSpellings Use American English spelling 'acknowledgment' instead of British English 'acknowledgement'.
explore-analyze/alerting/kibana-alerting-v2/rules/configure-a-rule-v2.md 97 Elastic.Spelling 'timeframes' is a possible misspelling.
explore-analyze/track-and-respond.md 32 Elastic.EndPuntuaction Don't end headings with punctuation.
explore-analyze/track-and-respond.md 55 Elastic.EndPuntuaction Don't end headings with punctuation.
troubleshoot/elasticsearch/mapping-explosion.md 37 Elastic.Spelling 'Javascript' is a possible misspelling.
💡 Suggestions (32)
File Line Rule Message
deploy-manage/deploy/cloud-on-k8s/k8s-service-mesh-istio.md 15 Elastic.Versions Use 'or later' instead of 'or newer' when referring to versions.
deploy-manage/production-guidance/kibana-task-manager-scaling-considerations.md 15 Elastic.HeadingColons Capitalize ': p'.
deploy-manage/users-roles/cluster-or-deployment-auth/quickstart.md 25 Elastic.WordChoice Consider using 'refer to if it's a document, view if it's a UI element' instead of 'see', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v1/alerting-common-issues-v1.md 84 Elastic.WordChoice Consider using 'can, might' instead of 'may', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v1/alerting-getting-started-v1.md 26 Elastic.WordChoice Consider using 'refer to if it's a document, view if it's a UI element' instead of 'see', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v1/alerting-getting-started-v1.md 30 Elastic.Wordiness Consider using 'these' instead of 'all of these'.
explore-analyze/alerting/kibana-alerting-v1/alerting-setup-v1.md 100 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v1/alerting-setup-v1.md 104 Elastic.Repetition "support" is repeated.
explore-analyze/alerting/kibana-alerting-v1/alerting-setup-v1.md 104 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/alerting/kibana-alerting-v1/alerting-troubleshooting-v1.md 35 Elastic.Wordiness Consider using 'also' instead of 'In addition'.
explore-analyze/alerting/kibana-alerting-v1/create-manage-rules-v1.md 81 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/alerting/kibana-alerting-v1/create-manage-rules-v1.md 153 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v1/create-manage-rules-v1.md 155 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v1/rule-types-v1.md 16 Elastic.WordChoice Consider using 'refer to if it's a document, view if it's a UI element' instead of 'see', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v1/view-alerts-v1.md 105 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v2/notifications/manage-action-policies-v2.md 8 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v2/notifications/manage-action-policies-v2.md 17 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v2/quick-start-alerting-v2.md 58 Elastic.WordChoice Consider using 'refer to if it's a document, view if it's a UI element' instead of 'see', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v2/quick-start-alerting-v2.md 58 Elastic.WordChoice Consider using 'refer to if it's a document, view if it's a UI element' instead of 'see', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v2/rules/view-manage-rules-v2.md 28 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'Disable', unless the term is in the UI.
explore-analyze/alerting/kibana-alerting-v2/rules/view-manage-rules-v2.md 30 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'Disable', unless the term is in the UI.
explore-analyze/alerting/watcher/watcher-getting-started.md 168 Elastic.Semicolons Use semicolons judiciously.
explore-analyze/alerting/watcher/watcher-getting-started.md 168 Elastic.WordChoice Consider using 'run, start' instead of 'execute', unless the term is in the UI.
explore-analyze/alerting/watcher/watcher-getting-started.md 174 Elastic.WordChoice Consider using 'refer to if it's a document, view if it's a UI element' instead of 'See', unless the term is in the UI.
explore-analyze/machine-learning/anomaly-detection/ml-configuring-alerts.md 252 Elastic.WordChoice Consider using 'deactivate, deselect, hide, turn off' instead of 'disable', unless the term is in the UI.
manage-data/data-store/data-streams/failure-store-recipes.md 310 Elastic.Wordiness Consider using 'because' instead of 'Since'.
manage-data/data-store/data-streams/failure-store-recipes.md 311 Elastic.WordChoice Consider using 'efficient, basic' instead of 'simple', unless the term is in the UI.
reference/fleet/monitor-elastic-agent.md 258 Elastic.WordChoice Consider using 'refer to if it's a document, view if it's a UI element' instead of 'see', unless the term is in the UI.
solutions/security/detect-and-alert/reduce-noise-and-false-positives.md 69 Elastic.Wordiness Consider using 'all' instead of 'all of '.
solutions/security/detect-and-alert/using-logsdb-index-mode-with-elastic-security.md 66 Elastic.WordChoice Consider using 'can, might' instead of 'may', unless the term is in the UI.
troubleshoot/elasticsearch/mapping-explosion.md 35 Elastic.WordChoice Consider using 'can, might' instead of 'may', unless the term is in the UI.
troubleshoot/kibana/alerts.md 38 Elastic.Wordiness Consider using 'also' instead of 'In addition'.

The Vale linter checks documentation changes against the Elastic Docs style guide.

To use Vale locally or report issues, refer to Elastic style guide for Vale.

Update internal links to use -v1 suffixed filenames after the
alerting directory restructure (create-manage-rules-v1.md,
view-alerts-v1.md, alerting-setup-v1.md).

Made-with: Cursor
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github-actions Bot commented Mar 17, 2026

🔍 Preview links for changed docs

More links …

In total, 105 files changed.

Maps alerting v2 doc pages to Kibana implementation PRs and codebase
watch paths. Used by Docs Patrol External to detect code changes that
require documentation updates.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Resolve toc.yml and redirects.yml: keep kibana-alerting-v1 paths and
incorporate query-alerts from main as query-alerts-v1.md with redirects.

Made-with: Cursor
The fixes fall into two categories: blocking errors (wrong information that must be corrected before publishing) and incomplete sections (additive work needed).
Comment thread explore-analyze/alerting/kibana-alerting-v2/alert-event-field-reference.md Outdated
Comment thread explore-analyze/alerting/kibana-alerting-v2/alert-event-field-reference.md Outdated
Comment thread explore-analyze/alerting/kibana-alerting-v2/alert-event-field-reference.md Outdated
| `resolve` | Episode or alert resolved |
| `unmatched` | No notification policy matched the episode, so no workflow ran for it under those policies |

The `untag` action type is not used. Tagging is recorded with the `tag` action type.
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@adcoelho I don't have access project for testing right now and I'm not entirely sure what elastic/kibana#258643 does, so I need your help confirming that the untag action type is not recorded in the action.type field. If it's not recorded or an accepted value for the action.type field, I'll need to remove this line.

Suggested change
The `untag` action type is not used. Tagging is recorded with the `tag` action type.

nastasha-solomon and others added 4 commits April 21, 2026 16:45
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## Summary
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Adds conceptual content and renames files for alerting v2

## Generative AI disclosure
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Cursor + Claude
nastasha-solomon and others added 2 commits April 21, 2026 19:00
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## Summary
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Adds quickstart guide and improves setup and orientation pages

## Generative AI disclosure
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Cursor + Claude
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Adds more to dispatcher docs. Also adds annotations for areas that will
need additional verification and cleans up redirects file.

## Generative AI disclosure
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