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Update documentation around self-managed Dashboards#37055

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Alphadelta14 wants to merge 2 commits into
MaterializeInc:mainfrom
Alphadelta14:heather/sm-dashboards
Closed

Update documentation around self-managed Dashboards#37055
Alphadelta14 wants to merge 2 commits into
MaterializeInc:mainfrom
Alphadelta14:heather/sm-dashboards

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@Alphadelta14

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Motivation

The current documentation assumes a Helm install with no Grafana or Prometheus.
While that is possible, we want to not be so in the business of managing Grafana and
Prometheus best practices in this repository.
Most of materialize-terraform-self-managed already supports standing up Grafana and Prometheus
leaving a lot of this to not be super interesting.

Description

This updates prometheus.yml to a better scrapeconfig since this is downloaded by default by materialize-terraform-self-managed implicitly.
Provide updated documentation for managing in materialize-terraform-self-managed.
Establish up-front baseline assumptions.
Link to more advanced documentation for now.

Verification

(cd docs/user; hugo server)

This is automatically downloaded in materialize-terraform-self-managed
Not much extra steps are required if just using the terraform modules
@Alphadelta14 Alphadelta14 requested a review from a team as a code owner June 15, 2026 21:30
@Alphadelta14 Alphadelta14 requested a review from SangJunBak June 15, 2026 21:30
- source_labels:
- __meta_kubernetes_pod_name
target_label: pod
- job_name: podMonitor/materialize-sql/0

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One thing I wanna callout is the materialize-sql endpoints require authentication if the auth mode isn't None https://materialize.com/docs/security/self-managed/authentication/. This means passing in a SQL username/password in the scrape config.

@SangJunBak SangJunBak left a comment

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At least from my pov, the scrape configs look good!

{{< note >}}
This guide uses the [prometheus-community](https://github.com/prometheus-community/helm-charts) Helm chart to install Prometheus.
{{< /note >}}
- A self-managed instance of Materialize running with materialize-terraform-self-managed Terraform module with

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I feel strongly that we need more instructions here! Tell me a little bit more information about:

  • When do I need to enable observability? eg: I don't have an o11y stack installed already
  • What does enabling observability do? Eg: installs prometheus, grafana etc.
  • What if I already have an o11y stack and a prometheus store installed? What do I do next?

```bash
curl -O https://raw.githubusercontent.com/prometheus-community/helm-charts/refs/heads/main/charts/prometheus/values.yaml
```
{{< tip >}}

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Let's leave forward looking statements about roadmap / future updates out of docs the please :)

You can find them in the [Metrics Scraping](https://materializeinc.github.io/materialize-monitoring/metrics/scraping/) page.

![Image of Materialize Console login screen with mz_system user](/images/self-managed/grafana-monitoring-success.png)
Classic ScrapeConfigs are also available in [Metrics Scraping](https://materializeinc.github.io/materialize-monitoring/metrics/scraping/).

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What are classic scrapeconfigs? Older scrape configs?

{{< note >}}
This guide uses the [prometheus-community](https://github.com/prometheus-community/helm-charts) Helm chart to install Prometheus.
{{< /note >}}
- A self-managed instance of Materialize running with materialize-terraform-self-managed Terraform module with

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So .. there's only one bullet point. So, not sure if we need the "one of"

```bash
curl -O https://raw.githubusercontent.com/prometheus-community/helm-charts/refs/heads/main/charts/prometheus/values.yaml
```
{{< tip >}}

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Let's remove the tip. While appreciate the spirit of this, in reality, let's not incorporate timeframe as things like product priorities could change.

{{< note >}}
This guide uses the [prometheus-community](https://github.com/prometheus-community/helm-charts) Helm chart to install Prometheus.
{{< /note >}}
- A self-managed instance of Materialize running with materialize-terraform-self-managed Terraform module with

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Per meeting discussion: enable_observability=true bundles both the infra + the flag(s) to enable getting the metrics, yes?

For orgs with observability stacks, we need to show just flipping the flag to enable/load scrape configs.

If you are using materialize-terraform-self-managed, you already have Grafana available.

## 3. Optional. Visualize through Grafana
You can use the following to enable port-forwarding to access the Grafana UI:

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We could make this into a steps:

  1. the port forwarding and the open Grafana UI the port forwarding
  2. the open Grafana UI

And move the warning up.

@Alphadelta14

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This was heading in the wrong direction. Going to restart.

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4 participants