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Update Cloud connector and Agentless terminology to match Kibana 9.4/9.5 UI - #8005

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Update Cloud connector and Agentless terminology to match Kibana 9.4/9.5 UI#8005
bmorelli25 wants to merge 3 commits into
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claude/issue-research-scoping-64af9b

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@bmorelli25 bmorelli25 commented Aug 19, 2026

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Closes #8001

This PR updates Managed integration and Federated Identity instructions to match the current UI while preserving the old labels for earlier versions.

What changed in Kibana:

UI element 9.2 9.3 9.4 9.5+ / Serverless Source
Deployment option Agentless Agentless Agentless Elastic Managed Integration setup_technology_selector.tsx via #274999 (9.5, no backport)
Auth option (AWS/Azure/GCP) Cloud Connectors (recommended) same Federated Identity (recommended) same get_aws_credentials_form_options.tsx via #261353 (backported to 9.4)
Tabs New Connection / Existing Connection same New Identity / Existing Identity same cloud_connector_setup.tsx
Name field n/a (introduced in 9.3) Cloud Connector Name Federated Identity Name same cloud_connector_name_field.tsx
Azure ID field Cloud Connector ID same Federated Identity ID same azure_cloud_connector_options.tsx

Notes for review

  • Headings updated, anchors kept. No anchor changes, so no redirects needed.
  • Lifecycle in the new tags mirrors each page's existing scoping.
  • Default connector names corrected from code.
  • The concept page keeps "cloud connector" as the concept name.

🤖 Generated with Claude Code

Kibana renamed two sets of UI labels that these pages give click-by-click
instructions for:

- "Agentless" deployment option became "Elastic Managed Integration" in 9.5
  (elastic/kibana#274999, not backported)
- "Cloud Connectors" auth option became "Federated Identity" in 9.4
  (elastic/kibana#261353, backported to 9.4), along with the New/Existing
  Connection tabs becoming New/Existing Identity, "Cloud Connector Name"
  becoming "Federated Identity Name", and Azure's "Cloud Connector ID"
  field becoming "Federated Identity ID"

Because these are cumulative docs, the old labels are preserved with
version-scoped applies_to bullets (9.0-9.4 for the deployment option,
9.2-9.3 for the connector labels) following the pattern already used in
enable-managed-integration.md. Section headings are updated but their
anchors are unchanged, so no redirects are needed.

Also corrects the default-name description on the cloud connector page:
unnamed pre-9.3 connectors are named by their actual Role ARN (AWS) or
connector ID (Azure) values, verified against
getCloudConnectorNameFromPackagePolicy in the Fleet plugin.

All labels verified against Kibana source at branches 9.2, 9.3, 9.4,
9.5, and main.

Relates to #8001

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
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github-actions Bot commented Aug 19, 2026

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✅ Elastic Docs Style Checker (Vale)

No issues found on modified lines!


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.

Review feedback: applies_to tags go at the front of the tagged item,
newest version first, and the headings read cleaner without the
parenthetical (anchors still carry the agentless names).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@bmorelli25

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A question for reviewers: Should this entire page be rewritten around Federated Identities instead of Cloud Connectors?

Updated the section on cloud connector authentication for AWS integration to clarify hosting requirements for Elastic Stack version 9.3 and earlier.
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"Cloud connector" → "Federated Identity" (& update Agentless wording)

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