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add defer page to cloud develop docs #4229

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53 changes: 53 additions & 0 deletions website/docs/docs/cloud/about-cloud-develop-defer.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,53 @@
---
title: Using defer in dbt Cloud
id: about-cloud-develop-defer
description: "Learn how to leverage defer to prod when developing with dbt Cloud."
sidebar_label: "Using defer in dbt Cloud"
pagination_next: "docs/cloud/cloud-cli-installation"
---


[Defer](/reference/node-selection/defer) is a powerful feature that allows developers to only build and run and test models they've edited without having to first run and build all the models that come before them (upstream parents). This is powered by using a production manifest for comparison, and dbt will resolve the `{{ ref() }}` function with upstream production artifacts.

Both the dbt Cloud IDE and the dbt Cloud CLI allow users to natively defer to production metadata directly in their development workflows, dramatically reducing development time and warehouse spend by preventing unnecessary model builds.

## Required setup

- You must select the **[Production environment](/docs/deploy/deploy-environments#set-as-production-environment-beta)** checkbox in the **Environment Settings** page.
- This can be set for one deployment environment per dbt Cloud project.
- You must have a successful job run first
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When using 'defer', it compares artifacts from the most recent successful production job, excluding CI jobs.

### Defer in the dbt Cloud IDE

To enable 'Defer' in the dbt Cloud IDE, toggle the **Defer to production** button on the command bar. Once enabled, dbt Cloud will:

1. Pull down the most recent manifest from the Production environment for comparison
2. Pass the `--defer` flag to the command (for any command that accepts the flag)
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For example, if you were to start developing on a new branch with [nothing in your development schema](/reference/node-selection/defer#usage), edit a single model, and run `dbt build -s state:modified` — only the edited model would run. Any `{{ ref() }}` functions will point to the production location of the referenced models

### Defer in dbt Cloud CLI

One key difference between using `--defer` in the dbt Cloud CLI and the dbt Cloud IDE is that `--defer` is *automatically* enabled in the dbt Cloud CLI for all invocations, comparing with production artifacts. You can disable it with the `--no-defer` flag.

The dbt Cloud CLI offers additional flexibility by letting you choose the source environment for deferral artifacts. You can set a `defer-env-id key` in either your `dbt_project.yml` or `dbt_cloud.yml` file.
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<File name="dbt_cloud.yml">

```yml
dever-env-id: '123456'
```

</File>


<File name="dbt_project.yml">

```yml
dbt_cloud:
dever-env-id: '123456'
```

</File>
2 changes: 2 additions & 0 deletions website/docs/docs/cloud/about-cloud-develop.md
Original file line number Diff line number Diff line change
Expand Up @@ -27,5 +27,7 @@ dbt Cloud offers a fast and reliable way to work on your dbt project. It runs db

The following sections provide detailed instructions on setting up the dbt Cloud CLI and dbt Cloud IDE. To get started with dbt development, you'll need a [developer](/docs/cloud/manage-access/seats-and-users) account. For a more comprehensive guide about developing in dbt, refer to our [quickstart guides](/quickstarts).


---------
**Note**: The dbt Cloud CLI and the open-sourced dbt Core are both command line tools that let you run dbt commands. The key distinction is the dbt Cloud CLI is tailored for dbt Cloud's infrastructure and integrates with all its [features](/docs/cloud/about-cloud/dbt-cloud-features).

4 changes: 3 additions & 1 deletion website/docs/docs/cloud/cloud-cli-installation.md
Original file line number Diff line number Diff line change
Expand Up @@ -16,7 +16,7 @@ dbt Cloud natively supports developing using a command line (CLI), empowering te
dbt commands are run against dbt Cloud's infrastructure and benefit from:

* Secure credential storage in the dbt Cloud platform.
* Automatic deferral of build artifacts to your Cloud project's production environment.
* [Automatic deferral](/docs/cloud/about-cloud-develop-defer) of build artifacts to your Cloud project's production environment.
* Speedier, lower-cost builds.
* Support for dbt Mesh ([cross-project `ref`](/docs/collaborate/govern/project-dependencies)),
* Significant platform improvements, to be released over the coming months.
Expand Down Expand Up @@ -65,6 +65,7 @@ This tab is for users who already have a Python environment configured.
```

</TabItem>


<TabItem value="brew" label="macOS (brew)">

Expand Down Expand Up @@ -145,6 +146,7 @@ During the public preview period, we recommend updating before filing a bug repo


<Tabs>

<TabItem value="existing" label="Existing dbt Core users (pip)">

To update, run `pip install --upgrade dbt`.
Expand Down
6 changes: 0 additions & 6 deletions website/docs/docs/cloud/configure-cloud-cli.md
Original file line number Diff line number Diff line change
Expand Up @@ -24,7 +24,6 @@ import CloudCLIFlag from '/snippets/_cloud-cli-flag.md';
Once you install the dbt Cloud CLI, you need to configure it to connect to a dbt Cloud project.

1. Ensure you meet the prerequisites above.

2. Download your credentials from dbt Cloud by clicking on the **Try the dbt Cloud CLI** banner on the dbt Cloud homepage.
3. Follow the banner instructions and download the config file to `~/.dbt/dbt_cloud.yml`. The config file looks like:

Expand All @@ -42,15 +41,10 @@ Once you install the dbt Cloud CLI, you need to configure it to connect to a dbt
- project-id: "<project-id>"
account-host: "<account-host>"
api-key: "<user-api-key>"

```

4. After downloading the config file, navigate to a dbt project in your terminal:

```bash
cd ~/dbt-projects/jaffle_shop
```

5. In your `dbt_project.yml` file, ensure you have or include a `dbt-cloud` section with a `project-id` field. The `project-id` field contains the dbt Cloud project ID you want to use.

```yaml
Expand Down
1 change: 1 addition & 0 deletions website/sidebars.js
Original file line number Diff line number Diff line change
Expand Up @@ -120,6 +120,7 @@ const sidebarSettings = {
link: { type: "doc", id: "docs/cloud/about-cloud-develop" },
items: [
"docs/cloud/about-cloud-develop",
"docs/cloud/about-cloud-develop-defer",
{
type: "category",
label: "dbt Cloud CLI",
Expand Down