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Cloud Portal: The Products Tab

Provisioning a New Product​

To provision a new product, open your Portal's Products tab and click Add Product.

Add Product

Access required

Creating a product requires the Products Creation account role — the Add Product button is hidden otherwise. Users without any relevant access do not see the Products tab at all.

The New Product wizard will open and walk you through the following simple stages:

A. Plan
B. Account
C. Billing
D. Customize
E. Summary

Stages you may not see

Account and Billing are only asked for when the wizard still needs that information:

  • Account appears only when your account has neither its details nor a payment method on file.
  • Billing appears only when no payment method is on file, and never for Microsoft Azure or AWS Marketplace accounts, whose payment is handled by the provider.

So the first product you provision usually walks through all five stages, while later ones typically go straight from Plan to Customize and Summary.

A. New Product: Plan​

Use the Plan page to choose your product's cloud Provider, Region, Tier, Instance, Storage and Payment model.

Plan Provider Region & Tier

  1. Cloud Provider
    Choose your cloud host. It can currently be one of three providers:
    Amazon Web Services, Microsoft Azure, and Google Cloud Platform.

  2. Region
    Select where your equipment would be physically located.

  3. Tier
    You can raise a Free node, a Development node or a Production cluster.
    Learn more about them in the Tiers and Instances page.

  4. Instance
    Choose the instance type that best suits your requirements.
    Learn more about them in the Tiers and Instance page.

  5. Storage
    Select disk type and size.
    Learn more about them in the Scaling page.

  6. Payment model
    Choose your payment model and commitment.
    Learn more about them in the Pricing, Payment and Billing page.

B. New Product: Account​

Enter your account information and click Next.

New Product: Account

C. New Product: Billing​

Enter your billing details and click Next.

New Product: Billing

D. New Product: Customize​

Choose your product's display name, release channel and allowed IP addresses.

New Product: Customize

The Display Name is simply the name that would appear in your Cloud Products tab.

Important

The Allowed IPs section determines which addresses would be allowed to manage your database.
This adds an important layer to your database security on the network level. You can read more about it in the Security page.

E. New Product: Summary​

The Summary stage shows you your choices and lets you edit them if you wish.

New Product: Summary When you finish defining your product, the cloud provisioning routine will show you your new product's status until it's ready to go.

New Product: Provisioning

New Product: Active

View the Product Metrics​

Product Metrics: General View

This allows you to analyse your machine resources for a selected time period and cluster node. It's useful for analysing usage, instance overload and traffic.

Access required

The Metrics and Cluster Health buttons — on both the product list and the product view — require at least Viewer access to the product, and are disabled without it.

View the Cluster Health​

Cluster Health: General View

This allows you to analyse your cluster incidents for a selected time period, cluster node, severity, category and event status.
In addition, Cluster Health generates suggestions for a selected cluster node based on incident trends that can help resolve cluster stability issues. The view also shows node availability for the last 30 days and a history of product type changes.
It's useful for analysing usage, instance overload and traffic.

More details can be found here.

View the Alerts​

Alerts: General View

This allows you to have the events recorded by Cluster Health emailed to you, so you do not have to watch the Portal to learn that an instance is under pressure. You can configure a single daily summary digest and any number of custom alerts that fire as soon as a chosen event is recorded, each with its own list of recipients.

Access required

The Alerts tab requires the Monitoring feature to be enabled on the product, plus at least Viewer access to it. Changing the rules additionally requires the Manage features permission together with the Security admin add-on, and the product must be Active.

More details can be found here.

Managing an Existing Product​

Per-product permissions

The actions available on a product depend on your per-product permissions — buttons for actions you are not permitted to perform are hidden or disabled, and the Account Owner always has full access.

To modify an existing product, find it in the Products tab and click its Manage button.

Manage Product: Manage Button

This is a general view of the product details page:

Product Details

This is a general view of the serverless product details page:

Serverless Product Details

Instance Access: Open Studio​

The bar at the top of the product view — above the Manage, Metrics, Cluster Health and Alerts tabs — shows the product's name and status, and carries the Open Studio button that takes you to RavenDB Studio.

  • On a single-node product, Open Studio is a plain button that opens that node's Studio in a new tab.
  • On a multi-node product, Open Studio is a dropdown listing every node — Node A, Node B, and so on — so you can pick the node whose Studio you want to open.

The button appears only while the product is Active or Deploying changes. Until you have downloaded the client certificate, hovering it shows the reminder "Please remember to download Certificate before accessing studio" — Studio will not let you in without an installed certificate, so download it first.

Open Studio is also available per product directly in the Products list, next to the Manage button.

Change Instance Type and Storage​

You can view your configuration and change your product's instance type and storage size here.

Manage Product tab

  • Change Instance Type
    Use sliders to set your desired configuration. This can be changed later as you need to scale to changing data processing needs.

Manage Product: Scale

Important

Changing instance type for Serverless product is not possible.

More details can be found here.

  • Change Storage
    Use this slider to modify your product's storage.

Manage Product: Change Storage

Disk can be migrated to Data Disk using Migrate disk button.

Manage Product: Storage

When eligible, the Storage section also shows an Upgrade to Premium V2 button to upgrade the disk to Azure Premium SSD v2.

Storage section with Upgrade to Premium V2 button

More details can be found here. For Azure Premium SSD v2 — eligibility, constraints, and behavior of the upgrade — see Azure Premium SSD v2.

Security: Certificate and Audit Logs​

The Security card holds your instance's client certificate and its audit logs. See the Security page for the wider picture.

Manage Product: Security card

Access required

Download certificate and Regenerate certificate require the Security admin add-on — no base preset grants it on its own. See audit logs requires the Operator preset or higher. Buttons you are not permitted to use are disabled, with a tooltip explaining why.

  • Download certificate
    Downloads the Initial Client Certificate package — a zip archive containing the .pfx files. This is an operator-level certificate used to perform cluster-wide operations (like creating or deleting databases) and for your first login to RavenDB Studio.

    The first time you use it, the portal opens the Downloading and Installing Initial Certificate dialog, which walks you through downloading the package and installing it, with instructions for Windows + Chrome and Linux + Chrome. You can reopen that dialog later from How to setup certificate? in the dropdown next to the button.

  • Regenerate certificate
    Click the dropdown next to Download certificate and choose Regenerate certificate. Use it when your current certificate has expired, or when you want to stop using the one you hold.

    Note on Regeneration

    Regenerating a certificate creates a new identity. After this operation, you must download and install the new certificate to maintain access via the portal.

    The previous certificate is not automatically removed from the cluster by this operation. To revoke old certificates, you must use the RavenDB Studio Certificates view.

  • Certificate expiration date
    The card shows how long the current client certificate remains valid. Cloud client certificates are issued for five years, and renewal is handled for you:

    • 60 days before expiry, the account is emailed a notice stating the expiration date and the date of the automatic renewal.
    • 30 days before expiry, the certificate is regenerated automatically.

    An automatic renewal behaves like a manual one: download and install the new certificate to keep your access working, and remove the old certificate from the RavenDB Studio Certificates view when you no longer need it.

    Best Practice: Certificate Management

    For maximum security and performance, we recommend using the initial certificate only for setup and emergency access.

    1. Granular Permissions: Create separate certificates for each user, developer, or application.
    2. Least Privilege: Use the Studio to assign specific roles (e.g., User vs. Admin) or restrict access to specific databases.
    3. Save CPU Credits: If your instance uses a burstable CPU (especially low-end instances), generating certificates can consume significant CPU credits. We recommend generating certificates off-cloud (on your own machine) and importing them into the Studio via Settings > Certificates.
  • See audit logs
    Opens the Select date to load audit logs dialog. Pick a year and month, then expand a node tag to list the audit log files that node recorded in that month and download them.

    See audit logs

Allowed IPs​

The Allowed IPs card determines which addresses are allowed to connect to your database instance, adding an important layer of security at the network level. It lists the current entries as IP Address and Alias pairs. A 0.0.0.0/0 (Allow all) entry is pinned to the top of the list and flagged with a warning, because it leaves your instance reachable from anywhere.

Access required

Editing the list requires the Security admin add-on — no base preset grants it on its own. Without it the Edit button is disabled, with a tooltip explaining why.

Click Edit to change the list.

Manage Product: Edit IPs

Each row takes an address in CIDR notation (for example 192.168.0.0/24) and a free-text alias. Add my IP inserts the address you are currently connecting from, Add new IP adds an empty row, and the bin button removes a row. Click Save to apply your changes, or Cancel to discard them.

We recommend fortifying your security by allowing access only to specific IPs

You can increase your system's security further using this in-depth security measure and restrict access to trusted sources, e.g. your application servers. More details can be found in the Security page.

Manage features​

You can view features available for your product, enable, disable and configure them here.

Important

After enabling features some of them must be configured to work properly.

Manage Features: Configure or disable features

Available features are described on Product Features page.

Access required

Enabling, disabling, and configuring features requires the Manager (or Admin) preset — this includes switching a Serverless product to regular deployment. Security-related features (Monitoring/OpenTelemetry and Power BI) additionally require the Security admin add-on to be enabled or disabled; see Product Features.

Nodes: Additional product nodes​

You can expand your cluster by adding more product nodes to your cluster. This helps improve High Availability and task/load balancing.

Nodes: Manage additional nodes

More details can be found here.

Subscription & support​

The Subscription & support card gathers what your product is paying for, which RavenDB build it tracks, and where to get help with it.

Subscription & support

Subscription details​

FieldDescription
PaymentYour payment model — On-Demand, Yearly All Upfront or Yearly No Upfront. See Pricing, Payment and Billing.
ContractThe date your current contract runs until. Shown only for term contracts.
Release channelThe RavenDB release channel this product tracks, as chosen in the Customize stage.

When a newer release channel than the one your product tracks becomes available, an Update available pill appears next to the release channel. Clicking it opens the Support view with this product selected, so you can ask for the upgrade — changing the release channel is not a self-service action.

Marketplace accounts

For Microsoft Azure and AWS Marketplace accounts the Payment and Contract rows are not shown, because billing is handled by the provider. Only the release channel appears.

Support & help resources​

This part of the card offers direct links to the Documentation, GitHub discussions and the Discord community, and a badge showing whether the product is covered by Paid support or the Free tier.

If your account has an active paid support option, the card also offers Request support for this instance, which opens the Support view with this product already selected. Otherwise it links to a comparison of the paid support plans.

Access required

The support badge and the request/compare panel are shown only to users with the Support account role. The three resource links are always available.

Maintenance and Danger Zones​

You can restart your product nodes, deploy additional tools and terminate your product here.

Manage Product: Maintenance and Termination

  • Maintenance Zone
    Use this tab to restart selected node and deploy RavenDB tools. For Serverless products, you can switch to regular deployment.

Changing your product deployment type is irreversible.

Manage Product: Maintenance Zone

  • Danger Zone
    Use this tab's Terminate button to eliminate your cluster.

Manage Product: Terminate

Terminating your instance is irreversible. Your data and cluster properties will be permanently lost.

User Access​

The product view includes a User Access widget that lists the account users who have access to this product, together with their access level. If you can manage users, you can change a user's preset and toggle the Security admin add-on directly in the widget, then click Save changes — without leaving the product view. The Account Owner is always shown with full access. Use Manage in Users & Access to open the Users & Access page for the full user-management view. When no other users have been granted access yet, the widget shows an empty state.

Product Details: User Access widget

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