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* upgrade-to-4.0

* Updated Edge CE and Edge PE configuration from latest yml file

* upgrade-to-4.0

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Co-authored-by: Volodymyr Babak <[email protected]>

Author: yevheniia-mala

_includes/docs/edge/faq.md

@@ -21,7 +21,10 @@
 {% endif %}
 
 ### Does ThingsBoard Edge support clustering? 
-<p>No, <b>ThingsBoard Edge</b> does not support clustering at the moment. But cluster support will be added in the following releases.</p>
+
+The **earlier versions** of **ThingsBoard Edge** do not support clustering. It is designed to operate, process and analyze data locally before synchronizing with the central **ThingsBoard Server**.
+
+Starting **with release 4.0**, Edge supports clustering. Multiple **Edge nodes** can be clustered to provide high availability. If one node fails, the others can seamlessly continue to handle workloads.
 
 ### Do I need an internet connection to use the ThingsBoard Edge?
 <p>No, you can run it completely offline if you need to. The only connection required is to the <b>ThingsBoard Server</b> via <a href="https://grpc.io/" target="_blank">gRPC</a>.</p>
@@ -93,7 +96,7 @@ If this is required, you'll need to provision multiple <b>ThingsBoard Edge</b> i
 ### How many devices can ThingsBoard Edge support? 
 {% if docsPrefix == 'pe/edge/' %}
 <p>The number of connected devices depends on your <a href="https://thingsboard.io/pricing/?section=thingsboard-edge" target="_blank">subscription plan</a>.</p>
-<p>Some plans offer 'Unlimited Devices and Assets', thus there are no soft limits on creating devices and assets on the edge side.</p>
+<p>Some plans offer 'Unlimited Devices and Assets, thus there are no soft limits on creating devices and assets on the edge side.</p>
 {% else %}
 <p><b>ThingsBoard Edge</b> doesn’t impose a fixed limit on the number of devices you can connect.</p>
 <p>In practice, the number of devices you can support depends largely on your hardware resources, system configuration, and the specific use case. 
@@ -172,12 +175,12 @@ Some useful references include <a href="https://github.com/mqtt/mqtt.github.io/w
 <p>This means that Edge support is not bundled with the license. For now, we provide basic support to customers with more than 25 Edge licenses of any type.</p>
 
 ### Refund and Delivery Policy
-<p>Refund Policy</p>
+<p><b>Refund Policy</b></p>
 <p>The License fee is non-refundable, regardless of any circumstances. 
 Customers may manage their subscription plans: update or cancel them. Once the subscription is deleted before expiration, Stripe will keep the balance. 
 After a certain time period (about an hour) positive Amount due with the remain credits will appear in Billing section of License portal. 
 This sum is deducted from Total fee whenever particular customer purchase a new plan or a perpetual license.</p>
-<p>Delivery Policy</p>
+<p><b>Delivery Policy</b></p>
 <p>The software is available for download and installation from our website. 
 See <a href="/docs/user-guide/install/pe/edge/installation-options/" target="_blank">Installation Guides</a>for more details. 
 In order to activate the software you will need to obtain the license key. 

_includes/docs/edge/user-guide/alarms.md

@@ -3,9 +3,10 @@
 
 ## Overview
 
-The **ThingsBoard Alarm** is an essential feature for monitoring and responding to entities events and conditions. For a comprehensive understanding of the **ThingsBoard Alarm** feature, please refer to the [Working with Alarms](/docs/{{cloudDocsPrefix}}user-guide/alarms/) documentation.
+The **ThingsBoard Alarm** is an essential feature for monitoring and responding to entity events and conditions. 
+For a comprehensive understanding of the **ThingsBoard Alarm** feature, please refer to the [Working with Alarms](/docs/{{cloudDocsPrefix}}user-guide/alarms/){: target="_blank"} documentation.
 
-Although the **Alarm** feature for the **Edge** is designed in a similar manner to that of the **Cloud**, it includes several notable additions: 
+Although the **Alarm** feature for the **Edge** is designed similarly to that of the **Cloud**, it includes several notable additions: 
 * Alarms are processed locally on the **Edge** and focused on the immediate conditions for alarm triggering without relying on connectivity.
 * The Alarm data can be pushed from the **Edge** to the **Cloud** and can also be sent back from the **Cloud** to the **Edge**. This setup enables real-time monitoring and management of alarms across different locations.
 * Edge Alarms can be integrated with other local systems or software solutions for further processing, notifications, or actions.
@@ -16,17 +17,18 @@ In essence, the **ThingsBoard Edge Alarms** provide real-time, localized alarm m
 
 The **Edge Alarms** are created and configured in the same way as the **Cloud Alarms**. Therefore, it is necessary to define the **parameters and the rules** according to which the alarm is to be triggered. 
 
-The easiest way to create an Alarm is to use the [Alarm Rules within the Device profile](/docs/{{cloudDocsPrefix}}user-guide/device-profiles/#alarm-rules). The majority of tasks can be configured with **Alarm Rules** with minimal effort.
+The easiest way to create an Alarm is to use the [Alarm Rules within the Device profile](/docs/{{cloudDocsPrefix}}user-guide/device-profiles/#alarm-rules){: target="_blank"}. The majority of tasks can be configured with **Alarm Rules** with minimal effort.
 
-If more complex logic is required, we suggest utilising the alternative option, namely the **["Create Alarm"](/docs/{{cloudDocsPrefix}}user-guide/rule-engine-2-0/action-nodes/#create-alarm-node)** and **["Clear Alarm"](/docs/{{cloudDocsPrefix}}user-guide/rule-engine-2-0/action-nodes/#clear-alarm-node)** rule nodes in the **[Rule Engine](/docs/{{cloudDocsPrefix}}user-guide/rule-engine-2-0/re-getting-started/)**. This is a more advanced option that requires a certain level of programming expertise. Please refer to the [corresponding example](/docs/user-guide/rule-engine-2-0/tutorials/create-clear-alarms/).
+If more complex logic is required, we suggest using the alternative option, namely the ["Create Alarm"](/docs/{{cloudDocsPrefix}}user-guide/rule-engine-2-0/action-nodes/#create-alarm-node){: target="_blank"} and ["Clear Alarm"](/docs/{{cloudDocsPrefix}}user-guide/rule-engine-2-0/action-nodes/#clear-alarm-node){: target="_blank"} rule nodes in the [Rule Engine](/docs/{{cloudDocsPrefix}}user-guide/rule-engine-2-0/re-getting-started/){: target="_blank"}. This is a more advanced option that requires a certain level of programming expertise. Please refer to the [corresponding example](/docs/user-guide/rule-engine-2-0/tutorials/create-clear-alarms/){: target="_blank"}.
 
 ## Alarms Pushing from the Cloud to the Edge
 
-The **ThingsBoard system** allows for pushing **Alarms** from the **Cloud** to the **Edge** in order to enhance operational efficiency and reduce reliance on **Cloud** resources.
+The **ThingsBoard system** allows for pushing **Alarms** from the **Cloud** to the **Edge** to enhance operational efficiency and reduce reliance on **Cloud** resources.
 
-### Prerequisite
-
-It is essential to determine which **Rule chain** you intend to use, as this will have a significant impact on the configuration process.
+{% capture prerequisite %}
+Determine the **Rule Chain** you intend to use in advance, as this will have a significant impact on the configuration process.
+{% endcapture %}
+{% include templates/info-banner.md content=prerequisite %}
 
 ### Guidelines
 
@@ -36,17 +38,15 @@ To push Alarms from the **Cloud** to the **Edge**, follow these steps:
 
 ## Alarms Pushing from the Edge to the Cloud
 
-The ThingsBoard system also allows for pushing Alarms from the **Edge** to the **Cloud**.
+**ThingsBoard** also allows for pushing alarms from the **Edge** to the **Cloud**.
 {% capture local-deployment %}
 **Please note!** <br>
-You **cannot** create or edit the **Rule Chain** on the **Edge** itself. It must be configured as a template on the **Cloud (Server)**, and then assigned to the **Edge** instance. Only then will the actual **Rule Chain**, derived from that template, begin to function and process data from devices (entities) according to its configuration.
+If you use **earlier versions** of Edge, you **cannot** create or edit a **Rule Chain** on the **Edge** itself. It must be configured as a template in the **Cloud (Server)**, and then assigned to the **Edge** instance. 
+
+Starting with **Edge version 4.0**, you can create and edit a **Rule Chain** on the **Edge**.
 {% endcapture %}
 {% include templates/info-banner.md content=local-deployment %}
 
-### Prerequisite
-
-It is essential to determine which **Rule chain** you intend to use, as this will have a significant impact on the configuration process.
-
 ### Guidelines
 
 To push Alarms from the **Edge** to the **Cloud**, follow these steps:

_includes/docs/edge/user-guide/db-overview.md

@@ -5,11 +5,11 @@
 
 The **Edge Dashboards** are robust and effective tools for local monitoring and management of IoT data. They can function and display data in real time, even when there is no connection to the Cloud. The data can be synchronized with the server when the connection is restored.
 
-The **Edge Dashboards** are designed in the same way as the [Platform (Cloud) Dashboards](/docs/{{cloudDocsPrefix}}user-guide/dashboards/). Please read the Platform Dashboard documentation for a general understanding of its functionality.
+The **Edge Dashboards** are designed in the same way as the [Platform (Cloud) Dashboards](/docs/{{cloudDocsPrefix}}user-guide/dashboards/){: target="_blank"}. Please read the Platform Dashboard documentation for a general understanding of its functionality.
 
 ## Dashboard Provision to ThingsBoard Edge
 
-The dashboards can be created and managed on the **ThingsBoard server**, and then [provisioned](/docs/{{docsPrefix}}getting-started/#step-5-provision-dashboard-to-thingsboard-edge) to the **Edge instance**. This approach enables the simultaneous deployment of changes to all Edge instances.
+The dashboards can be created and managed on the **ThingsBoard server**, and then [provisioned](/docs/{{docsPrefix}}getting-started/#step-5-provision-dashboard-to-thingsboard-edge){: target="_blank"} to the **Edge instance**. This approach enables the simultaneous deployment of changes to all Edge instances.
 
 You can verify that the Dashboard is provisioned: 
 
@@ -22,9 +22,9 @@ You can also create and manage **Dashboards** right from the **Edge** itself. Al
 To **create** the Edge Dashboard on your **ThingsBoard Edge** instance, do the following:
 
 {% include images-gallery.html imageCollection="create-dashboard" showListImageTitles="true" %}
-You can learn about **Widgets** [here](/docs/{{cloudDocsPrefix}}user-guide/widgets/)
+You can learn about **Widgets** [here](/docs/{{cloudDocsPrefix}}user-guide/widgets/){: target="_blank"}.
 
-Read more about the **Dashboard toolbar** [here](/docs/{{cloudDocsPrefix}}user-guide/dashboards/#dashboard-toolbar).
+Read more about the **Dashboard toolbar** [here](/docs/{{cloudDocsPrefix}}user-guide/dashboards/#dashboard-toolbar){: target="_blank"}.
 
 To verify that the changes are successfully propagated: 
 
@@ -34,7 +34,7 @@ If you have multiple instances of **ThingsBoard Edge**, you can delete the Dashb
 
 ### Assign/Remove Customers
 
-Before you assign customers to the Dashboard, make sure that you have assigned them to the **ThingsBoard Edge** instance first. You can read more about Customers [here](/docs/{{cloudDocsPrefix}}user-guide/ui/customers/).
+Before you assign customers to the Dashboard, make sure that you have assigned them to the **ThingsBoard Edge** instance first. You can read more about Customers [here](/docs/{{cloudDocsPrefix}}user-guide/ui/customers/){: target="_blank"}.
 
 To **assign/unassign** customers to the **Edge Dashboard**, do the following:
 

_includes/docs/edge/user-guide/edge-attributes.md

@@ -49,6 +49,11 @@ To keep the **ThingsBoard Server** up to date with any attribute changes that ha
 
 {% include images-gallery.html imageCollection="pushToCloud" %}
 
+{% capture edge-rule-chain %}
+Starting with **Edge 4.0**, you can create and edit a **Rule Chain** on the **Edge**. 
+{% endcapture %}
+{% include templates/info-banner.md content=edge-rule-chain %}
+
 Read about how to **subscribe to device attributes change** [here](/docs/{{docsPrefix}}config/subscribe-to-attribute/#step-3-subscribe-to-device-attributes-change-and-publish-device-attributes-message){: target="_blank"}.
 
 ## Custom Attributes for Edge Instance
@@ -58,7 +63,7 @@ The retrieved **Edge attributes** can be used for metadata enrichment, authentic
 
 To assign a custom attribute to the **Edge** instance, follow these steps:
 
-* Log in to the **ThingsBoard Server**, go to the **Edge management > Instances** section and click on the **Edge** instance. On the **"Edge details"** page, select the **"Attributes"** tab.
+* Log in to the **ThingsBoard Server**, go to the **Edge management > Instances** section and click on the **Edge** instance. On the **"Edge details"** page, select the **"Attributes"** tab. 
 * Click the **“Add”** button and add a new custom attribute (_e.g. edgeAccessToken_).
 * Confirm the assigned attribute.
 * Select the **"Relations"** tab and click the **“Add”** button to add a new relation (_e.g. the relation between the Edge and the Device(s)_). Click the **“Add”** button.
@@ -67,7 +72,8 @@ To assign a custom attribute to the **Edge** instance, follow these steps:
 {% include images-gallery.html imageCollection="addEdgeAttributes" %}
 
 To use **Edge** attributes as placeholders in the **Rule Chain template**:
-* Go to the **ThingsBoard Server**, the **Edge management > Rule chains templates** section and click on the **Rule Chain** in question.
+* Go to the **ThingsBoard Server**, the **Edge management > Rule chains templates** section and click the appropriate **Rule Chain**.
+  * If you're using **Edge 4.0** or later, stay in your **Edge** instance and go to the **Rule chains** section. To edit a rule chain, click the appropriate **Rule Chain**.
 * On the **Rule Chain** edit page, find the **"related entity data"** node using the **Node search** bar. Drag and drop the node onto the **Rule Chain sheet**. Fill in the following fields in the pop-up window:
   * **Name:** Enter the node name.
   * **Direction:** Select the relation direction (_From originator/To originator_).
@@ -97,7 +103,8 @@ Before configuring the alarm notifications, have these steps completed:
 * [Set a relation](/docs/{{docsPrefix}}config/provision-asset/#creating-relations){: target="_blank"} between the **Asset** and **Device**.
 
 Follow these steps to configure the alarm notifications:
-* Log in to the **ThingsBoard Server**, go to the **Edge management > Rule chains templates** section and click on the **Rule Chain** in question.
+* Log in to the **ThingsBoard Server**, go to the **Edge management > Rule chains templates** section and click the appropriate **Rule Chain**.
+  * If you're using **Edge 4.0** or later, stay in your **Edge** instance and go to the **Rule chains** section. To edit a rule chain, click the appropriate **Rule Chain**.
 * On the **Rule Chain** edit page, find the **"related entity data"** node using the **Node search** bar. Drag and drop the node onto the **Rule Chain sheet**. Fill in the following fields in the pop-up window:
   * **Name:** Enter the node name.
   * **Direction:** Select the relation direction (_From originator/To originator_).

_includes/docs/edge/user-guide/edge-management.md

@@ -5,9 +5,9 @@
 
 **ThingsBoard** offers two distinct deployment options: **ThingsBoard Edge** and **ThingsBoard Cloud**.
 
-**ThingsBoard Edge** is designed specifically for local, distributed data processing, enabling data analysis and management directly at the source of data generation. This approach allows for local processing, storage, and immediate response to critical situations, even without a continuous connection to the central server. For more information, see the [What is ThingsBoard Edge](/docs/{{docsPrefics}}getting-started-guides/what-is-edge/){: target="_blank"} article.
+**ThingsBoard Edge** is designed specifically for local, distributed data processing, enabling data analysis and management directly at the source of data generation. This approach allows for local processing, storage, and immediate response to critical situations, even without a continuous connection to the central server. For more information, see the [What is ThingsBoard Edge](/docs/{{docsPrefix}}getting-started-guides/what-is-edge/){: target="_blank"} article.
 
-In contrast, **ThingsBoard Cloud**, is a fully managed, scalable, and fault-tolerant platform hosted in the cloud. The devices connected to the Cloud transfer data over the internet. It is perfect for centralized data collection, processing, and management. For more information, see the [What is ThingsBoard](/docs/{{peDocsPrefics}}getting-started-guides/what-is-thingsboard/){: target="_blank"} article.
+In contrast, **ThingsBoard Cloud** is a fully managed, scalable, and fault-tolerant platform hosted in the cloud. The devices connected to the cloud transfer data over the internet. It is perfect for centralized data collection, processing, and management. For more information, see the [What is ThingsBoard](/docs/{{docsPrefix}}getting-started-guides/what-is-edge/){: target="_blank"} article.
 
 ### The Key Differences Between Edge and Cloud 
 
@@ -20,7 +20,8 @@ Although **Edge is designed similarly to Cloud**, the main difference lies **in
 * Devices connected to the **Cloud** are **require internet connectivity** to communicate with the platform.
 
 **Cluster deployment** refers to the deployment in a distributed architecture, where multiple nodes (instances) work together to ensure scalability, fault tolerance, and high availability.
-* **Edge does not support cluster deployment**. It is designed to operate, process and analyze data locally before synchronizing with the central ThingsBoard server.
+* The older versions of **Edge do not support cluster deployment**. It is designed to operate, process and analyze data locally before synchronizing with the central ThingsBoard server.
+* Starting with release 4.0 **Edge supports clustering**. Multiple Edge nodes can be clustered to provide high availability. If one node fails, the others can seamlessly continue to handle workloads. 
 * **Cloud supports cluster deployment** and is crucial for handling large-scale IoT applications with numerous devices and high data throughput.
 
 ## Synchronization Architecture
@@ -47,7 +48,7 @@ To force synchronization procedure, go to the **Edge management > Instances** se
 
 ## Entities Management
 
-Most entities can be created on the **Edge** instance, except for **Customers**, **Users**, and **Rule Chains** entities. To enable the use of these entities on the **Edge**, these entities must be **assigned** to the **Edge** prior to use.
+Most entities can be created on the **Edge** instance, except for **Customers**, and **Users**, entities. To enable the use of these entities on the **Edge**, these entities must be **assigned** to the **Edge** prior to use.
 
 To **assign** specific entities to the **Edge**, log in to your **Cloud** and navigate to the **Edge management > Instances** section:
 
@@ -83,7 +84,7 @@ Basic information about the Edge configuration is provided on the Edge instance
 The **Cloud Events** page shows events that ThingsBoard Edge pushes to the Cloud. To view this information, log in to your **Edge instance** and go to the **Edge > Cloud events** section. The following information is displayed:
 
 * **Created time:** The date and time the event is created and pushed to the Cloud. Displayed in a format YYYY-MM-DD H:Min:Sec.
-* **Action:** The action pushed to the Cloud. Possible actions: Added, Deleted, Updated, Attributes Updated, Attributes Deleted, Timeseries Deleted, Timeseries Updated, RPC Call, Credentials Updated, Relation Add or Update, Relation Deleted, Relations Deleted, Alarm Ack, Alarm Clear, Attributes Request, Rule Chain Metadata Request, Relation Request, Credentials Request.
+* **Action:** The action pushed to the Cloud. Possible actions: Added, Deleted, Updated, Attributes Updated, Attributes Deleted, Timeseries Deleted, Timeseries Updated, RPC Call, Credentials Updated, Relation Add or Update, Relation Deleted, Relations Deleted, Alarm Ack, Alarm Clear, Attributes Request, Rule Chain Metadata Request, Relation Request, Credential Request.
 * **Entity type:** The entity that created the event.
 * **Entity ID:** The identification code of the entity.
 * **Status:** Defines if the event has been pushed to the Cloud.