Merge branch 'current' into BrJan-patch-5

website/docs/docs/cloud/cloud-cli-installation.md

@@ -23,38 +23,61 @@ dbt commands are run against dbt Cloud's infrastructure and benefit from:
 
 
 ## Prerequisites 
-The dbt Cloud CLI is available in all [deployment regions](/docs/cloud/about-cloud/regions-ip-addresses) and and for both multi-tenant and single-tenant accounts (Azure single-tenant not supported at this time).
+The dbt Cloud CLI is available in all [deployment regions](/docs/cloud/about-cloud/regions-ip-addresses) and for both multi-tenant and single-tenant accounts (Azure single-tenant not supported at this time).
 
-You must be on dbt version 1.5 or higher. Refer to [dbt Cloud versions](/docs/dbt-versions/upgrade-core-in-cloud) to upgrade.
+- Ensure you are using dbt version 1.5 or higher. Refer to [dbt Cloud versions](/docs/dbt-versions/upgrade-core-in-cloud) to upgrade.
+- Avoid using SSH tunneling for [Postgres and Redshift](/docs/cloud/connect-data-platform/connect-redshift-postgresql-alloydb) connections.
+- Avoid using [PrivateLink](/docs/cloud/secure/about-privatelink).
 
 ## Install dbt Cloud CLI
 
-You can install the dbt Cloud CLI on the command line by using one of these methods:
+You can install the dbt Cloud CLI on the command line by using one of these methods. 
+
+<details>
+<summary>View a video tutorial for a step-by-step guide to installing</summary>
+
+<LoomVideo id="dd80828306c5432a996d4580135041b6?sid=fe1895b7-1281-4e42-9968-5f7d11768000"/>
+
+</details>
 
 <Tabs queryString="install">
 
 <TabItem value="brew" label="macOS (brew)">
 
 Before you begin, make sure you have [Homebrew installed](http://brew.sh/) in your code editor or command line terminal. Refer to the [FAQs](#faqs) if your operating system runs into path conflicts.
 
-
-1. Run the following command to verify that there is no conflict with a dbt Core installation on your system:
+1. Run the following command to verify that you don't already have dbt Core installed:
 
   ```bash
   which dbt
   ```
-   - This should return a `dbt not found`. If the dbt help text appears, use `pip uninstall dbt` to deactivate dbt Core from your machine.
+   - This should return a `dbt not found`. If the dbt help text appears, use `pip uninstall dbt` to remove dbt Core from your machine. <br />
 
 2. Install the dbt Cloud CLI with Homebrew: 
 
-  ```bash
-  brew untap dbt-labs/dbt
-  brew tap dbt-labs/dbt-cli
-  brew install dbt
-  ```
+   - First, remove the dbt-labs tap, the separate repository for packages, from Homebrew. This prevents Homebrew from installing packages from that repository:
+      ```bash
+      brew untap dbt-labs/dbt
+   -  Then run `brew tap` to add and install the dbt Cloud CLI as a package:
+      ```bash
+      brew tap dbt-labs/dbt-cli
+      ```
+   - Lastly, install the dbt Cloud CLI with Homebrew:
+      ```bash
+      brew install dbt
+      ```
+
+3. Verify your installation by running `dbt --help` in the command line. If you see the following output, your installation is correct:
+      ```bash
+      The dbt Cloud CLI - an ELT tool for running SQL transformations and data models in dbt Cloud...
+      ```
+
+     If you don't see this output, check that you've deactivated pyenv or venv and don't have a global dbt version installed.
+   
+   * Note that you no longer need to run the `dbt deps` command when your environment starts. This step was previously required during initialization. However, you should still run `dbt deps` if you make any changes to your `packages.yml` file.
 
-3. Verify the installation by running `dbt --help` from the command line. If the help text doesn't indicate that you're using the dbt Cloud CLI, make sure you've deactivated your pyenv or venv and don't have a version of dbt globally installed.
-   * You don't have to run the `dbt deps` command when your environment starts. Previously, you had to do it during initialization. However, you'll still need to run `dbt deps` if you make changes to your `packages.yml` file.
+4. After you've verified the installation, [configure](/docs/cloud/configure-cloud-cli) the dbt Cloud CLI for your dbt Cloud project and use it to run [dbt commands](/reference/dbt-commands) similar to dbt Core. For example, execute `dbt compile` to compile a project using dbt Cloud and validate your models and tests.
+   * If you're using the dbt Cloud CLI, you can connect to your data platform directly in the dbt Cloud interface and don't need a [`profiles.yml`](/docs/core/connect-data-platform/profiles.yml) file locally on your machine.  
 
 </TabItem>
 
@@ -73,8 +96,17 @@ Advanced users can configure multiple projects to use the same dbt Cloud CLI by
 Note that if you are using VS Code, you must restart it to pick up modified environment variables.
 :::
 
-3. Verify the installation by running `./dbt --help` from the command line. If the help text doesn't indicate that you're using the dbt Cloud CLI, make sure you've deactivated your pyenv or venv and don't have a version of dbt globally installed.
-   * You don't have to run the `dbt deps` command when your environment starts. Previously, you had to do it during initialization. However, you'll still need to run `dbt deps` if you make changes to your `packages.yml` file.
+3. Verify your installation by running `./dbt --help` in the command line. If you see the following output, your installation is correct:
+      ```bash
+      The dbt Cloud CLI - an ELT tool for running SQL transformations and data models in dbt Cloud...
+      ```
+
+     If you don't see this output, check that you've deactivated pyenv or venv and don't have a global dbt version installed.
+   
+   * Note that you no longer need to run the `dbt deps` command when your environment starts. This step was previously required during initialization. However, you should still run `dbt deps` if you make any changes to your `packages.yml` file.
+
+4. After installation, [configure](/docs/cloud/configure-cloud-cli) the dbt Cloud CLI for your dbt Cloud project and use it to run [dbt commands](/reference/dbt-commands) similar to dbt Core. For example, execute `dbt compile`, to compile a project using dbt Cloud and confirm that it works.
+   * If you're using the dbt Cloud CLI, you can connect to your data platform directly in the dbt Cloud interface and don't need a [`profiles.yml`](/docs/core/connect-data-platform/profiles.yml) file locally on your machine. 
 
 </TabItem>
 
@@ -97,23 +129,36 @@ Advanced users can configure multiple projects to use the same Cloud CLI executa
 
 :::
 
-3. Verify the installation by running `./dbt --help` from the command line. If the help text doesn't indicate that you're using the dbt Cloud CLI, make sure you've deactivated your pyenv or venv and don't have a version of dbt globally installed.
-   * You don't have to run the `dbt deps` command when your environment starts. Previously, you had to do it during initialization. However, you'll still need to run `dbt deps` if you make changes to your `packages.yml` file.
+3. Verify your installation by running `./dbt --help` in the command line. If you see the following output, your installation is correct:
+      ```bash
+      The dbt Cloud CLI - an ELT tool for running SQL transformations and data models in dbt Cloud...
+      ```
+
+     If you don't see this output, check that you've deactivated pyenv or venv and don't have a global dbt version installed.
+   
+   * Note that you no longer need to run the `dbt deps` command when your environment starts. This step was previously required during initialization. However, you should still run `dbt deps` if you make any changes to your `packages.yml` file.
+
+4. After installation, [configure](/docs/cloud/configure-cloud-cli) the dbt Cloud CLI for your dbt Cloud project and use it to run [dbt commands](/reference/dbt-commands) similar to dbt Core. For example, execute `dbt compile`, to compile a project using dbt Cloud and confirm that it works.
+   * If you're using the dbt Cloud CLI, you can connect to your data platform directly in the dbt Cloud interface and don't need a [`profiles.yml`](/docs/core/connect-data-platform/profiles.yml) file locally on your machine.
 
 </TabItem>
 
 <TabItem value="pip" label="Existing dbt Core users (pip)">
 
-:::info Use native packages or a virtual environment to avoid overriding dbt Core
 
-Installing the dbt Cloud CLI with pip replaces dbt Core. This change can be avoided by using the native install method and configuring your PATH or by creating a new virtual environment.
+:::info Use native packages or a virtual environment to prevent dbt Core conflicts
+
+To prevent overwriting dbt Core, avoid installing the dbt Cloud CLI with pip. Instead, consider using the native installation method and configuring your PATH or create a new virtual environment.
 
-Otherwise, to switch back to dbt Core, uninstall the dbt Cloud CLI and follow the dbt Core installation instructions.
+If you've already installed the dbt Cloud CLI and need to switch back to dbt Core, uninstall the dbt Cloud CLI, and follow the dbt Core installation instructions.
+
+You can also have both dbt Cloud CLI and dbt Core installed simultaneously. To avoid conflicts, alias the dbt Cloud CLI as `dbt-cloud`. For more details, check the [FAQs](#faqs) if your operating system experiences path conflicts.
+:::
 
-::: 
 
 Before installing the dbt Cloud CLI, make sure you have Python installed and your virtual environment venv or pyenv . If you already have a Python environment configured, you can skip to the [pip installation step](#install-dbt-cloud-cli-in-pip).
 
+
 ### Install a virtual environment
 
 We recommend using virtual environments (venv) to namespace `cloud-cli`.
@@ -156,6 +201,9 @@ We recommend using virtual environments (venv) to namespace `cloud-cli`.
   pip3 install dbt-core==VERSION
   ```
 
+4. After you've verified the installation, [configure](/docs/cloud/configure-cloud-cli) the dbt Cloud CLI for your dbt Cloud project and use it to run [dbt commands](/reference/dbt-commands) similar to dbt Core. For example, execute `dbt compile` to compile a project using dbt Cloud and validate your models and tests.
+   * If you're using the dbt Cloud CLI, you can connect to your data platform directly in the dbt Cloud interface and don't need a [`profiles.yml`](/docs/core/connect-data-platform/profiles.yml) file locally on your machine. 
+
 </TabItem>
 
 </Tabs>
@@ -198,16 +246,6 @@ To update:
 
 </Tabs>
 
-
-## Next steps
-
-After installation, you can [configure](/docs/cloud/configure-cloud-cli) the dbt Cloud CLI for your dbt Cloud project and use it to run [dbt commands](/reference/dbt-commands) similar to dbt Core.  
-
-For example, you can execute `dbt compile` to compile a project using dbt Cloud.
-
-Note, that if you're using the dbt Cloud CLI, you can connect to your data platform directly in the dbt Cloud interface and don't need a [`profiles.yml`](/docs/core/connect-data-platform/profiles.yml) file. 
-
-
 ## FAQs
 
 <details>
@@ -231,3 +269,5 @@ If you have dbt Core installed locally, either:
 
 You can always uninstall the dbt Cloud CLI to return to using dbt Core.
 </details>
+
+

website/docs/docs/cloud/manage-access/set-up-sso-okta.md

@@ -171,7 +171,7 @@ configured in the steps above.
 | **Log in with** | Okta |
 | **Identity Provider SSO Url** | Paste the **Identity Provider Single Sign-On URL** shown in the Okta setup instructions |
 | **Identity Provider Issuer** | Paste the **Identity Provider Issuer** shown in the Okta setup instructions |
-| **X.509 Certificate** | Paste the **X.509 Certificate** shown in the Okta setup instructions |
+| **X.509&nbsp;Certificate** | Paste the **X.509 Certificate** shown in the Okta setup instructions; <br />**Note:** When the certificate expires, an Okta admin will have to generate a new one to be pasted into dbt Cloud for uninterrupted application access. |
 | **Slug** | Enter your desired login slug. Users will be able to log into dbt Cloud by navigating to `https://YOUR_ACCESS_URL/enterprise-login/LOGIN-SLUG`, replacing `YOUR_ACCESS_URL` with the [appropriate Access URL](/docs/cloud/about-cloud/regions-ip-addresses) for your region and plan. Login slugs must be unique across all dbt Cloud accounts, so pick a slug that uniquely identifies your company. |
 
 <Lightbox

website/docs/docs/dbt-cloud-apis/sl-jdbc.md

@@ -254,14 +254,14 @@ Where filters in API allow for a filter list or string. We recommend using the f
 
 Where Filters have a few objects that you can use:
 
-- `Dimension()` - This is used for any categorical or time dimensions. If used for a time dimension, granularity is required -  `Dimension('metric_time').grain('week')` or `Dimension('customer__country')`
+- `Dimension()` - Used for any categorical or time dimensions. If used for a time dimension, granularity is required -  `Dimension('metric_time').grain('week')` or `Dimension('customer__country')`
 
 - `Entity()` - Used for entities like primary and foreign keys - `Entity('order_id')`
 
 Note: If you prefer a more explicit path to create the `where` clause, you can optionally use the `TimeDimension` feature. This helps separate out categorical dimensions from time-related ones. The `TimeDimesion` input takes the time dimension name and also requires granularity, like this: `TimeDimension('metric_time', 'MONTH')`.
 
 
-Use the following example to query using a `where` filter with the string format:
+- Use the following example to query using a `where` filter with the string format:
 
 ```bash
 select * from {{
@@ -271,13 +271,13 @@ where="{{ Dimension('metric_time').grain('month')  }} >= '2017-03-09' AND {{ Dim
 }}
 ```
 
-Use the following example to query using a `where` filter with a filter list format:
+- (Recommended for better performance) Use the following example to query using a `where` filter with a filter list format:
 
 ```bash
 select * from {{
 semantic_layer.query(metrics=['food_order_amount', 'order_gross_profit'],
 group_by=[Dimension('metric_time').grain('month'),'customer__customer_type'],
-where=[{{ Dimension('metric_time').grain('month') }} >= '2017-03-09', {{ Dimension('customer__customer_type' }} in ('new'), {{ Entity('order_id') }} = 10])
+where=["{{ Dimension('metric_time').grain('month') }} >= '2017-03-09'", "{{ Dimension('customer__customer_type' }} in ('new')", "{{ Entity('order_id') }} = 10"]
 }}
 ```
 

website/docs/docs/use-dbt-semantic-layer/avail-sl-integrations.md

@@ -20,12 +20,6 @@ import AvailIntegrations from '/snippets/_sl-partner-links.md';
 
 <AvailIntegrations/>
 
-## Other integrations
-
-You can also integrate the following tools with the dbt Semantic Layer:
-- [Push.ai](https://docs.push.ai/semantic-layer-integrations/dbt-semantic-layer)
-- [Delphi](delphihq.com)
-
 ### Custom integration
 
 - You can create custom integrations using different languages and tools. We support connecting with JDBC, ADBC, and GraphQL APIs. For more info, check out [our examples on GitHub](https://github.com/dbt-labs/example-semantic-layer-clients/).

website/docs/docs/use-dbt-semantic-layer/tableau.md

@@ -10,14 +10,16 @@ The Tableau integration with the dbt Semantic Layer is a [beta feature](/docs/db
 :::
 
 
-The Tableau integration allows you to use worksheets to query the Semantic Layer directly and produce your dashboards with trusted data.  This integration provides a live connection to the dbt Semantic Layer through Tableau Desktop.
+The Tableau integration allows you to use worksheets to query the Semantic Layer directly and produce your dashboards with trusted data.  
+
+This integration provides a live connection to the dbt Semantic Layer through Tableau Desktop.
 
 ## Prerequisites
 
 1. You must have [Tableau Desktop](https://www.tableau.com/en-gb/products/desktop) installed
-2. Authenticate with either Tableau Server or Tableau Cloud
+2. Log in to Tableau Desktop using either your license or the login details you use for Tableau Server or Tableau Online.
 3. You need your dbt Cloud host, [Environment ID](/docs/use-dbt-semantic-layer/setup-sl#set-up-dbt-semantic-layer) and [service token](/docs/dbt-cloud-apis/service-tokens) to log in. This account should be set up with the dbt Semantic Layer.
-4. You must a dbt Cloud Team or Enterprise [account](https://www.getdbt.com/pricing) and multi-tenant [deployment](/docs/cloud/about-cloud/regions-ip-addresses). (Single-Tenant coming soon)
+4. You must have a dbt Cloud Team or Enterprise [account](https://www.getdbt.com/pricing) and multi-tenant [deployment](/docs/cloud/about-cloud/regions-ip-addresses). (Single-Tenant coming soon)
 
 
 ## Installing
@@ -38,7 +40,7 @@ The Tableau integration allows you to use worksheets to query the Semantic Layer
 
 Once you authenticate, the system will direct you to the data source page with all the metrics and dimensions configured in your Semantic Layer. 
 
-- From there, go directly to a worksheet in the bottom left hand corner.
+- From there, go directly to a worksheet in the bottom left-hand corner.
 - Then, you'll find all the metrics and dimensions that are available to query on the left-hand side of your window.
 
 Visit the [Tableau documentation](https://help.tableau.com/current/pro/desktop/en-us/gettingstarted_overview.htm) to learn more about how to use Tableau worksheets and dashboards.