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check and organize project settings
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florent-leborgne committed Nov 20, 2024
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2 changes: 1 addition & 1 deletion serverless/index-serverless-devtools.asciidoc
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[[devtools-developer-tools]]
[role="exclude",id="devtools-developer-tools"]
= Dev tools

include::./pages/general-developer-tools.asciidoc[leveloffset=+1]
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47 changes: 26 additions & 21 deletions serverless/index-serverless-project-settings.asciidoc
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[[project-and-management-settings]]
== Project and management settings
== Manage your project

include::./pages/project-and-management-settings.asciidoc[leveloffset=+2]

include::./pages/manage-your-project.asciidoc[leveloffset=+2]
include::./pages/manage-your-project-rest-api.asciidoc[leveloffset=+3]

include::./pages/project-and-management-settings.asciidoc[leveloffset=+2]
include::./index-serverless-devtools.asciidoc[leveloffset=+2]
include::./pages/project-settings.asciidoc[leveloffset=+2]
include::./pages/api-keys.asciidoc[leveloffset=+3]
include::./pages/action-connectors.asciidoc[leveloffset=+3]

include::./pages/project-settings-access.asciidoc[leveloffset=+2]
include::./pages/manage-org.asciidoc[leveloffset=+3]
include::./pages/custom-roles.asciidoc[leveloffset=+3]
include::./pages/data-views.asciidoc[leveloffset=+3]
include::./pages/files.asciidoc[leveloffset=+3]
include::./pages/api-keys.asciidoc[leveloffset=+3]

include::./pages/project-settings-data.asciidoc[leveloffset=+2]
include::./pages/integrations.asciidoc[leveloffset=+3]
include::./pages/fleet-and-elastic-agent.asciidoc[leveloffset=+3]
include::./pages/index-management.asciidoc[leveloffset=+3]
include::./pages/data-views.asciidoc[leveloffset=+3]
include::./pages/machine-learning.asciidoc[leveloffset=+3]
include::./pages/ingest-pipelines.asciidoc[leveloffset=+3]
include::./pages/logstash-pipelines.asciidoc[leveloffset=+3]
include::./pages/machine-learning.asciidoc[leveloffset=+3]
include::./pages/maintenance-windows.asciidoc[leveloffset=+3]
include::./pages/maps.asciidoc[leveloffset=+3]
include::./pages/transforms.asciidoc[leveloffset=+3]

include::./pages/project-settings-content.asciidoc[leveloffset=+2]
include::./pages/spaces.asciidoc[leveloffset=+3]
include::./pages/reports.asciidoc[leveloffset=+3]
include::./pages/rules.asciidoc[leveloffset=+3]
include::./pages/saved-objects.asciidoc[leveloffset=+3]
include::./pages/spaces.asciidoc[leveloffset=+3]
include::./pages/files.asciidoc[leveloffset=+3]
include::./pages/maps.asciidoc[leveloffset=+3]
include::./pages/tags.asciidoc[leveloffset=+3]
include::./pages/transforms.asciidoc[leveloffset=+3]
include::./pages/visualize-library.asciidoc[leveloffset=+3]

include::./pages/integrations.asciidoc[leveloffset=+2]

include::./pages/fleet-and-elastic-agent.asciidoc[leveloffset=+2]

include::./pages/manage-org.asciidoc[leveloffset=+2]

include::./pages/manage-your-project.asciidoc[leveloffset=+2]
include::./pages/project-settings-alerts.asciidoc[leveloffset=+2]
include::./pages/rules.asciidoc[leveloffset=+3]
include::./pages/action-connectors.asciidoc[leveloffset=+3]
include::./pages/maintenance-windows.asciidoc[leveloffset=+3]

include::./pages/manage-your-project-rest-api.asciidoc[leveloffset=+3]
//include::./pages/project-settings.asciidoc[leveloffset=+2]

include::./pages/manage-billing.asciidoc[leveloffset=+2]
include::./pages/manage-billing-check-subscription.asciidoc[leveloffset=+3]
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1 change: 0 additions & 1 deletion serverless/index.asciidoc
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Expand Up @@ -26,4 +26,3 @@ include::./index-serverless-project-settings.asciidoc[]
// Hidden pages
include::./pages/explore-your-data-visualize-your-data-create-dashboards.asciidoc[leveloffset=+1]
include::./pages/explore-your-data-visualize-your-data-create-visualizations.asciidoc[leveloffset=+1]
include::./pages/visualize-library.asciidoc[leveloffset=+1]
2 changes: 1 addition & 1 deletion serverless/pages/manage-billing.asciidoc
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// :keywords: serverless, general, billing, overview

++++
<titleabbrev>Manage billing</titleabbrev>
<titleabbrev>Billing</titleabbrev>
++++

preview:[]
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6 changes: 2 additions & 4 deletions serverless/pages/manage-org.asciidoc
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preview:[]

An **organization** is the umbrella for all of your {ecloud} resources, including hosted deployments and serverless projects, users, and account settings. When you sign up to {ecloud}, you create an organization.
//An **organization** is the umbrella for all of your {ecloud} resources, including hosted deployments and serverless projects, users, and account settings. When you sign up to {ecloud}, you create an organization.

In this article we walk you through the essential processes to effectively oversee your organization.

Learn how to:
In this article, learn how to:

* <<general-manage-access-to-organization>>: Invite users in your organization to access serverless projects and specify their roles.
* <<general-assign-user-roles>>: Assign predefined roles to users in your organization.
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20 changes: 12 additions & 8 deletions serverless/pages/manage-your-project.asciidoc
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@@ -1,25 +1,29 @@
[[elasticsearch-manage-project]]
= Manage performance and data retention
= Manage performance and general settings

// :description: Configure project-wide features and usage.
// :keywords: serverless, elasticsearch, project, manage

++++
<titleabbrev>Performance and general settings</titleabbrev>
++++

preview:[]

{serverless-full} projects are fully managed and automatically scaled by Elastic. You have the option of {es}, {observability}, or {security} for your project.
{serverless-full} projects are fully managed and automatically scaled by Elastic. You have the option of {es}, {observability}, or {elastic-sec} for your project.

To manage a project:
Your project's performance and general data retention are controlled by the **Search AI Lake settings**. To manage these settings:

. Navigate to https://cloud.elastic.co/[cloud.elastic.co].
. Log in to your Elastic Cloud account.
. Select your project from the **Serverless projects** panel and click **Manage**.

From the project page, you can:
//From the project page, you can:

* **Rename your project**. In the **Overview** section, click **Edit** next to the project's name.
* **Manage data and integrations**. Update your project data, including storage settings, indices, and data views, directly in your project.
* **Manage API keys**. Access your project and interact with its data programmatically using {es} APIs.
* **Manage members**. Add members and manage their access to this project or other resources of your organization.
//* **Rename your project**. In the **Overview** section, click **Edit** next to the project's name.
//* **Manage data and integrations**. Update your project data, including storage settings, indices, and data views, directly in your project.
//* **Manage API keys**. Access your project and interact with its data programmatically using {es} APIs.
//* **Manage members**. Add members and manage their access to this project or other resources of your organization.

[discrete]
[[elasticsearch-manage-project-search-ai-lake-settings]]
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1 change: 1 addition & 0 deletions serverless/pages/project-and-management-settings.asciidoc
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preview:[]

[[project-settings]]
The documentation in this section describes shared capabilities that are available in multiple solutions.
Look for the doc badge on each page to see if the page is valid for your solution:

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34 changes: 34 additions & 0 deletions serverless/pages/project-settings-access.asciidoc
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[[project-settings-access]]
= Manage access

// :description: Manage your indices, data views, saved objects, settings, and more from a central location in Elastic.
// :keywords: serverless, management, overview

++++
<titleabbrev>Access</titleabbrev>
++++

preview:[]

Go to **Project settings**, then ** Management** to manage your indices, data views, saved objects, settings, and more.
You can also open Management by using the {kibana-ref}/kibana-concepts-analysts.html#_finding_your_apps_and_objects[global search field].

Access to individual features is governed by Elastic user roles.
Consult your administrator if you do not have the appropriate access.
To learn more about roles, refer to <<general-assign-user-roles>>.

|===
| Feature | Description | Available in

| <<api-keys,Organization members>>
| Invite and manage your team's access to your organization.
| {es-badge}{obs-badge}{sec-badge}

| <<api-keys,Project API keys>>
| Create and manage keys that can interact with your project's data.
| {es-badge}{obs-badge}{sec-badge}

| <<custom-roles>>
| Create and manage custom roles for your users.
| {es-badge}{sec-badge}
|===
38 changes: 38 additions & 0 deletions serverless/pages/project-settings-alerts.asciidoc
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[[project-settings-alerts]]
= Manage alerts and insights

// :description: Manage your indices, data views, saved objects, settings, and more from a central location in Elastic.
// :keywords: serverless, management, overview

++++
<titleabbrev>Alerts and insights</titleabbrev>
++++

preview:[]

Go to **Project settings**, then ** Management** to manage your indices, data views, saved objects, settings, and more.
You can also open Management by using the {kibana-ref}/kibana-concepts-analysts.html#_finding_your_apps_and_objects[global search field].

Access to individual features is governed by Elastic user roles.
Consult your administrator if you do not have the appropriate access.
To learn more about roles, refer to <<general-assign-user-roles>>.

|===
| Feature | Description | Available in

| <<action-connectors>>
| Create and manage reusable connectors for triggering actions.
| {es-badge}{obs-badge}{sec-badge}

| <<maintenance-windows>>
| Suppress rule notifications for scheduled periods of time.
| {obs-badge}{sec-badge}

| <<rules>>
| Create and manage rules that generate alerts.
| {es-badge}

| <<security-entity-risk-scoring,Entity Risk Score>>
| Manage entity risk scoring, and preview risky entities.
| {sec-badge}
|===
55 changes: 55 additions & 0 deletions serverless/pages/project-settings-content.asciidoc
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[[project-settings-content]]
= Manage project content

// :description: Manage your indices, data views, saved objects, settings, and more from a central location in Elastic.
// :keywords: serverless, management, overview

++++
<titleabbrev>Content</titleabbrev>
++++

preview:[]

Go to **Project settings**, then ** Management** to manage your indices, data views, saved objects, settings, and more.
You can also open Management by using the {kibana-ref}/kibana-concepts-analysts.html#_finding_your_apps_and_objects[global search field].

Access to individual features is governed by Elastic user roles.
Consult your administrator if you do not have the appropriate access.
To learn more about roles, refer to <<general-assign-user-roles>>.

|===
| Feature | Description | Available in

| <<security-asset-criticality,Asset criticality>>
| Bulk assign asset criticality to multiple entities by importing a text file.
| {sec-badge}

| <<files>>
| Manage files that are stored in {kib}.
| {es-badge}{obs-badge}{sec-badge}

| <<maps>>
| Create maps from your geographical data.
| {sec-badge}

| <<reports>>
| Manage and download reports such as CSV files generated from saved searches.
| {es-badge}{obs-badge}{sec-badge}

| <<saved-objects>>
| Copy, edit, delete, import, and export your saved objects.
These include dashboards, visualizations, maps, {data-sources}, and more.
| {es-badge}{obs-badge}{sec-badge}

| <<spaces>>
| Organize your project and objects into multiple spaces.
| {es-badge}{obs-badge}{sec-badge}

| <<tags>>
| Create, manage, and assign tags to your saved objects.
| {es-badge}{obs-badge}{sec-badge}

| <<visualize-library>>
| Create and manage visualization panels that you can use across multiple dashboards.
| {es-badge}{obs-badge}{sec-badge}
|===
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@@ -1,11 +1,11 @@
[[project-settings]]
= Management settings
[[project-setting-data]]
= Manage project data

// :description: Manage your indices, data views, saved objects, settings, and more from a central location in Elastic.
// :keywords: serverless, management, overview

++++
<titleabbrev>Management</titleabbrev>
<titleabbrev>Data</titleabbrev>
++++

preview:[]
Expand All @@ -20,30 +20,18 @@ To learn more about roles, refer to <<general-assign-user-roles>>.
|===
| Feature | Description | Available in

| <<api-keys,API keys>>
| Create and manage keys that can send requests on behalf of users.
| {es-badge}{obs-badge}{sec-badge}

| <<security-asset-criticality,Asset criticality>>
| Bulk assign asset criticality to multiple entities by importing a text file.
| {sec-badge}
| <<integrations>>
| Connect your data to your project.
| {obs-badge}{sec-badge}

| <<action-connectors>>
| Create and manage reusable connectors for triggering actions.
| {es-badge}{sec-badge}
| <<fleet-and-elastic-agent>>
| Add monitoring for logs, metrics, and other types of data to a host..
| {obs-badge}{sec-badge}

| <<data-views>>
| Manage the fields in the data views that retrieve your data from {es-serverless}.
| {es-badge}{obs-badge}{sec-badge}

| <<security-entity-risk-scoring,Entity Risk Score>>
| Manage entity risk scoring, and preview risky entities.
| {sec-badge}

| <<files>>
| Manage files that are stored in {kib}.
| {es-badge}{obs-badge}{sec-badge}

| <<index-management>>
| View index settings, mappings, and statistics and perform operations on indices.
| {es-badge}{obs-badge}{sec-badge}
Expand All @@ -60,35 +48,6 @@ To learn more about roles, refer to <<general-assign-user-roles>>.
| View, export, and import your {anomaly-detect} and {dfanalytics} jobs and trained models.
| {es-badge}{obs-badge}{sec-badge}

| <<maintenance-windows>>
| Suppress rule notifications for scheduled periods of time.
| {obs-badge}{sec-badge}

| <<maps>>
| Create maps from your geographical data.
| {sec-badge}

| <<reports>>
| Manage and download reports such as CSV files generated from saved searches.
| {es-badge}{obs-badge}{sec-badge}

| <<rules>>
| Create and manage rules that generate alerts.
| {es-badge}

| <<saved-objects>>
| Copy, edit, delete, import, and export your saved objects.
These include dashboards, visualizations, maps, {data-sources}, and more.
| {es-badge}{obs-badge}{sec-badge}

| <<spaces>>
| Organize your project and objects into multiple spaces.
| {es-badge}{obs-badge}{sec-badge}

| <<tags>>
| Create, manage, and assign tags to your saved objects.
| {es-badge}{obs-badge}{sec-badge}

| <<transforms>>
| Use transforms to pivot existing {es} indices into summarized or entity-centric indices.
| {es-badge}{obs-badge}{sec-badge}
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2 changes: 1 addition & 1 deletion serverless/pages/rules.asciidoc
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preview:[]

This content applies to: {es-badge}
This content applies to: {es-badge} {sec-badge}

In general, a rule consists of three parts:

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