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[WIP] Add guidance on reducing the number of Fleet integration policies - #8208

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[WIP] Add guidance on reducing the number of Fleet integration policies#8208
vishaangelova wants to merge 1 commit into
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2166-integration-scaling-doc

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Summary

Customers who monitor many hosts running the same service had no documented way to avoid creating one integration policy per host. The issue cites a customer asking whether 200 Oracle databases require 200 Oracle integrations, and reports that when they instead list all 200 hosts in a single integration policy, the integration turns unhealthy. Nothing in the docs explained why that happens or what to do instead.

This PR adds a new doc, Reduce the number of integration policies (scale-integration-policies.md), under Fleet and Elastic Agent → Manage integrations.

Closes #2166

Other changes

  • Folds fleet-agent-environment-variables.md into the new page and deletes it. That stub only said "use the env provider" without showing why you'd want to; the new page is the same topic with the missing motivation and procedure. Its published URL is preserved through both mapped_pages and a redirects.yml entry that maps the old anchor to #reuse-one-integration-policy-with-variables.
  • Adds entry points from the places readers hit this problem: both scaling-limit sections in agent-policy.md, the end of the add procedure in add-integration-to-policy.md, the manage-integrations.md table, and the Fleet-managed sections of providers.md and env-provider.md.

Verification

Product claims were checked against source rather than the issue text:

  • title: Oracle DSN on the hosts variable, multi: trueelastic/integrations, packages/oracle/manifest.yml. The multi-value field is what makes the anti-pattern tempting, which is why the page leads with it.
  • New hosts / Existing hosts tabs — step_select_hosts.tsx.
  • Reusable integration policies gated on an Enterprise license — use_multiple_agent_policies.ts.
  • ActionsView policy — agent policy actions_menu.tsx.
  • elastic-agent inspect --variableselastic-agent, internal/pkg/agent/cmd/inspect.go.

Follow-up

Integration policy conditions (new in 9.5) are a fourth consolidation technique, but they're currently undocumented for Fleet users anywhere. Rather than version-gate part of an otherwise cumulative page, that work is left for a separate PR that fixes dynamic-input-configuration.md#conditions — which is where the product's own Learn more link points — and then adds the technique here.

Generative AI disclosure

  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
  • Yes
  • No
  1. Tool(s) and model(s) used: Cursor (Claude Opus 5)

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Elastic Docs Style Checker (Vale)

Summary: 2 warnings found

⚠️ Warnings (2): Fix when the suggestion improves clarity or correctness.
File Line Rule Message
reference/fleet/add-integration-to-policy.md 38 Elastic.Spelling 'thes' is a possible misspelling.
reference/fleet/scale-integration-policies.md 3 Elastic.MappedPages Avoid editing mapped_pages unless you are preserving an existing URL mapping. Talk with your local technical writer before changing this key.

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.

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[Internal]: Fleet Managed Integration Scaling document improvement

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