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Ephemeral environments docs refresh#3251

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cat/bass-618/ee-docs-refresh
Jul 23, 2026
Merged

Ephemeral environments docs refresh#3251
caitlynstocker merged 1 commit into
mainfrom
cat/bass-618/ee-docs-refresh

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@caitlynstocker caitlynstocker commented Jul 22, 2026

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What's this? 🐦

This PR refreshes our ephemeral environments documentation as part of a push to make EE more easily navigable by AI agents. (This partly just me nitpicking the wording for clarity.)

How to review? 🔍

🧪 Run pnpm dev to preview the changes locally
☑️ Let me know if anything is unclear and I'll fix it up!

Completes BMBB-618

@caitlynstocker
caitlynstocker force-pushed the cat/bass-618/ee-docs-refresh branch from ca07d12 to 534cbcb Compare July 22, 2026 05:55
@caitlynstocker caitlynstocker changed the title Improve ephemeral env docs Ephemeral environments docs refresh Jul 22, 2026
:::div{.warning}
Support for providing custom fields is not yet available in the Octopus CLI.
:::

@caitlynstocker caitlynstocker Jul 22, 2026

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Support for custom fields was added to the CLI in this PR.

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Pull request overview

This PR refreshes the Ephemeral Environments documentation to improve clarity and navigability (including for AI agents), primarily through wording tweaks and small structural adjustments.

Changes:

  • Refined Ephemeral Environments project docs wording and reordered a key “configured” statement for better flow.
  • Clarified Ephemeral Environments concepts in the infrastructure overview page.
  • Simplified the Channels “Custom fields” section by removing the Early Access Preview note and rewriting the intro.

Reviewed changes

Copilot reviewed 3 out of 3 changed files in this pull request and generated 3 comments.

File Description
src/pages/docs/releases/channels/index.md Rewords the “Custom fields” section and removes the Early Access Preview hint.
src/pages/docs/projects/ephemeral-environments/index.md Improves readability/flow and clarifies behavior around environment creation and naming.
src/pages/docs/infrastructure/ephemeral-environments/index.md Refines the high-level description of how releases and runbooks relate to ephemeral environments.

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Comment thread src/pages/docs/projects/ephemeral-environments/index.md Outdated
Comment thread src/pages/docs/projects/ephemeral-environments/index.md Outdated
Comment thread src/pages/docs/projects/ephemeral-environments/index.md
![Confirming the configuration of ephemeral environments for a project](/docs/projects/ephemeral-environments/confirm-ephemeral-environments-configuration.png)

Ephemeral environments are now configured for your project. A new channel has been created in the project to manage the creation and deployment of ephemeral environments.

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Not true until you click 'Got it' below.

**Tips:**

- Environment names only support a specific set of characters, Octopus will automatically replace the following invalid characters with a `-`: `< > : " / \ | ? * { }`
- Environment names only support a specific set of characters, Octopus will automatically replace the following invalid characters with a dash: `< > : " / \ | ? * { }`

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Only because this reads clearer for me.

@caitlynstocker
caitlynstocker force-pushed the cat/bass-618/ee-docs-refresh branch from 534cbcb to 57715ff Compare July 22, 2026 06:20

:::div{.hint}
Support for custom fields in releases is rolling out to Octopus Cloud in Early Access Preview.
:::

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We've been in GA since the start of the year 👍

When auto deployment is configured, Octopus will automatically create a new ephemeral environment for you from releases in your project. A pattern for naming environments can be configured using an Environment Name Template. Templates support the same powerful syntax as Variables. Any [system variable for a release](/docs/projects/variables/system-variables#release) can be used as part of the template.

When auto deployment is not configured, you need to manually create ephemeral environments and deploy releases to them. You can do this using the Octopus Portal, API and CLI.
You can also select to manually create and deploy to an environment.

@caitlynstocker caitlynstocker Jul 22, 2026

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The way this line followed on from the previous one, it sounded like a separate option but it's actually not.

- [Octopus CLI](/docs/octopus-rest-api/cli)

To manually create an ephemeral environment in the Octopus portal, visit the Ephemeral Environments page within the project then:

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Linter wants a new line 🤷‍♀️

@caitlynstocker
caitlynstocker force-pushed the cat/bass-618/ee-docs-refresh branch 2 times, most recently from 96a5441 to 844d633 Compare July 22, 2026 06:51
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caitlynstocker requested a review from a team July 22, 2026 06:52
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caitlynstocker marked this pull request as ready for review July 22, 2026 06:53
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caitlynstocker force-pushed the cat/bass-618/ee-docs-refresh branch from 844d633 to 42eafcf Compare July 22, 2026 06:58
@team-marketing-branch-protections

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Pull request environment is available at https://stoctodocspr3251.z22.web.core.windows.net.

You can view the ephemeral environment status in Octopus Deploy.

This environment will be automatically deprovisioned when the pull request is closed, or after 7 days of inactivity.

@caitlynstocker
caitlynstocker merged commit fa513fe into main Jul 23, 2026
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caitlynstocker deleted the cat/bass-618/ee-docs-refresh branch July 23, 2026 23:01
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4 participants