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[Docs] Update Sharing docs #190318

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merged 16 commits into from
Sep 23, 2024

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florent-leborgne
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@florent-leborgne florent-leborgne commented Aug 12, 2024

Summary

This PR updates the docs regarding the Share menu in Kibana.

Note1: Please advise on the public URL/anonymous access feature. I'm not sure whether it is still present nor under which form for the Link and Embed sharing options.

Note2: @eokoneyo also has related updates in #191067

Reporting Getting Started

Note: The step ordering for the last section in the screenshot has been fixed in the source.

Closes: https://github.com/elastic/platform-docs-team/issues/355

@florent-leborgne florent-leborgne added Team:Docs release_note:skip Skip the PR/issue when compiling release notes docs labels Aug 12, 2024
@florent-leborgne florent-leborgne self-assigned this Aug 12, 2024
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Hi @florent-leborgne stumbled on your PR, I have one too that updates the doc for automatically generating a report here(#191067), I suppose it would be more appropriate that both PRs are either co-ordinated to deploy together to avoid confusion. what do you think?

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Hey @eokoneyo, thanks for the heads up! Were you planning to do more updates in your PR? I still have to review a few things and don't want to block you

@florent-leborgne florent-leborgne marked this pull request as ready for review August 23, 2024 14:32
@florent-leborgne florent-leborgne requested a review from a team as a code owner August 23, 2024 14:32
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Pinging @elastic/kibana-docs (Team:Docs)

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💚 Build Succeeded

To update your PR or re-run it, just comment with:
@elasticmachine merge upstream

cc @florent-leborgne


* *Get links* — Share direct links to saved searches, dashboards, and visualizations.
image::https://images.contentstack.io/v3/assets/bltefdd0b53724fa2ce/blt49f2b5a80ec89a34/66b9e919af508f4ac182c194/share-dashboard.gif[getting a shareable link for a dashboard]
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Is this a temporary image URL?

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No, it's a link to a gif hosted on our asset service (contentstack). We put gifs there to avoid adding too heavy assets to the repo.

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@florent-leborgne
Overall this looks great and is a huge improvement. Thank you!

I left a couple of comments

@florent-leborgne florent-leborgne added the backport:version Backport to applied version labels label Sep 19, 2024
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@tsullivan I reviewed your comments. Let me know if you're good with the PR now

@florent-leborgne florent-leborgne merged commit 9e2ad98 into elastic:main Sep 23, 2024
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kibanamachine pushed a commit to kibanamachine/kibana that referenced this pull request Sep 23, 2024
## Summary

This PR updates the docs regarding the **Share** menu in Kibana.

Note1: Please advise on the public URL/anonymous access feature. I'm not
sure whether it is still present nor under which form for the Link and
Embed sharing options.

Note2: @eokoneyo also has related updates in
elastic#191067

![Reporting Getting
Started](https://github.com/user-attachments/assets/d2c123a2-b7db-4d5e-928f-79785409ff07)

Note: The step ordering for the last section in the screenshot has been
fixed in the source.

Closes: elastic/platform-docs-team#355
(cherry picked from commit 9e2ad98)
kibanamachine pushed a commit to kibanamachine/kibana that referenced this pull request Sep 23, 2024
## Summary

This PR updates the docs regarding the **Share** menu in Kibana.

Note1: Please advise on the public URL/anonymous access feature. I'm not
sure whether it is still present nor under which form for the Link and
Embed sharing options.

Note2: @eokoneyo also has related updates in
elastic#191067

![Reporting Getting
Started](https://github.com/user-attachments/assets/d2c123a2-b7db-4d5e-928f-79785409ff07)

Note: The step ordering for the last section in the screenshot has been
fixed in the source.

Closes: elastic/platform-docs-team#355
(cherry picked from commit 9e2ad98)
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💔 Some backports could not be created

Status Branch Result
8.14 Backport failed because of merge conflicts
8.15
8.x

Note: Successful backport PRs will be merged automatically after passing CI.

Manual backport

To create the backport manually run:

node scripts/backport --pr 190318

Questions ?

Please refer to the Backport tool documentation

kibanamachine added a commit that referenced this pull request Sep 23, 2024
# Backport

This will backport the following commits from `main` to `8.15`:
- [[Docs] Update Sharing docs
(#190318)](#190318)

<!--- Backport version: 9.4.3 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

<!--BACKPORT
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on the public URL/anonymous access feature. I'm not\r\nsure whether it
is still present nor under which form for the Link and\r\nEmbed sharing
options.\r\n\r\nNote2: @eokoneyo also has related updates
in\r\nhttps://github.com//pull/191067\r\n\r\n![Reporting
Getting\r\nStarted](https://github.com/user-attachments/assets/d2c123a2-b7db-4d5e-928f-79785409ff07)\r\n\r\nNote:
The step ordering for the last section in the screenshot has
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Update Sharing docs (#190318)\n\n## Summary\r\n\r\nThis PR updates the
docs regarding the **Share** menu in Kibana.\r\n\r\nNote1: Please advise
on the public URL/anonymous access feature. I'm not\r\nsure whether it
is still present nor under which form for the Link and\r\nEmbed sharing
options.\r\n\r\nNote2: @eokoneyo also has related updates
in\r\nhttps://github.com//pull/191067\r\n\r\n![Reporting
Getting\r\nStarted](https://github.com/user-attachments/assets/d2c123a2-b7db-4d5e-928f-79785409ff07)\r\n\r\nNote:
The step ordering for the last section in the screenshot has
been\r\nfixed in the source.\r\n\r\nCloses:
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BACKPORT-->

Co-authored-by: florent-leborgne <[email protected]>
kibanamachine added a commit that referenced this pull request Sep 23, 2024
# Backport

This will backport the following commits from `main` to `8.x`:
- [[Docs] Update Sharing docs
(#190318)](#190318)

<!--- Backport version: 9.4.3 -->

### Questions ?
Please refer to the [Backport tool
documentation](https://github.com/sqren/backport)

<!--BACKPORT
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Update Sharing docs (#190318)\n\n## Summary\r\n\r\nThis PR updates the
docs regarding the **Share** menu in Kibana.\r\n\r\nNote1: Please advise
on the public URL/anonymous access feature. I'm not\r\nsure whether it
is still present nor under which form for the Link and\r\nEmbed sharing
options.\r\n\r\nNote2: @eokoneyo also has related updates
in\r\nhttps://github.com//pull/191067\r\n\r\n![Reporting
Getting\r\nStarted](https://github.com/user-attachments/assets/d2c123a2-b7db-4d5e-928f-79785409ff07)\r\n\r\nNote:
The step ordering for the last section in the screenshot has
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Update Sharing
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Update Sharing docs (#190318)\n\n## Summary\r\n\r\nThis PR updates the
docs regarding the **Share** menu in Kibana.\r\n\r\nNote1: Please advise
on the public URL/anonymous access feature. I'm not\r\nsure whether it
is still present nor under which form for the Link and\r\nEmbed sharing
options.\r\n\r\nNote2: @eokoneyo also has related updates
in\r\nhttps://github.com//pull/191067\r\n\r\n![Reporting
Getting\r\nStarted](https://github.com/user-attachments/assets/d2c123a2-b7db-4d5e-928f-79785409ff07)\r\n\r\nNote:
The step ordering for the last section in the screenshot has
been\r\nfixed in the source.\r\n\r\nCloses:
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Update Sharing docs (#190318)\n\n## Summary\r\n\r\nThis PR updates the
docs regarding the **Share** menu in Kibana.\r\n\r\nNote1: Please advise
on the public URL/anonymous access feature. I'm not\r\nsure whether it
is still present nor under which form for the Link and\r\nEmbed sharing
options.\r\n\r\nNote2: @eokoneyo also has related updates
in\r\nhttps://github.com//pull/191067\r\n\r\n![Reporting
Getting\r\nStarted](https://github.com/user-attachments/assets/d2c123a2-b7db-4d5e-928f-79785409ff07)\r\n\r\nNote:
The step ordering for the last section in the screenshot has
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BACKPORT-->

Co-authored-by: florent-leborgne <[email protected]>
weizijun added a commit to weizijun/kibana that referenced this pull request Sep 23, 2024
* main: (176 commits)
  [ML][Rules] Fixes deletion in Check interval input for anomaly detection rule (elastic#193420)
  Bump maximum supported package spec version to 3.2 (elastic#193574)
  [ES|QL] new pattern for `SORT` autocomplete (elastic#193595)
  [Inventory][ECO] Entities page search bar (elastic#193546)
  [Synthetics] Remove extra overview route (elastic#192449)
  [Obs Alerts table] Fix error on clicking alert reason message (elastic#193693)
  [Migrations] Remove tests that are not applicable in 9.x (elastic#193699)
  [EDR Workflows] Set Agent Tamper Protection to false on policy unassignment (elastic#193017)
  [Inventory][ECO] Enable elastic entity model from inventory (elastic#193557)
  [EDR Workflows] The host isolation exception tab is hidden on the basic license if no artifacts (elastic#192562)
  [Entity Analytics] Ensuring definition transforms are managed (elastic#193408)
  [Automatic Import] Do not remove message field for unstructured logs (elastic#193678)
  [Fleet] Add missing permissions for connector package (elastic#193573)
  [Fleet] using @kbn/config-schema part 2 (outputs and other apis)  (elastic#193326)
  [Migrations] Provide testing archives + tooling for migrations integration tests (elastic#193328)
  [ES|QL] Renames the textbased editor to esql editor (elastic#193521)
  [ES|QL] Update function metadata (elastic#193662)
  [Security Solution][Entity Analytics] Scoping the entity store to spaces (elastic#193303)
  [Docs] Update Sharing docs (elastic#190318)
  [ML] AIOps: Move Log Rate Analysis results callout to help popover. (elastic#192243)
  ...

# Conflicts:
#	x-pack/plugins/search_inference_endpoints/public/components/all_inference_endpoints/render_table_columns/render_endpoint/endpoint_info.test.tsx
#	x-pack/plugins/search_inference_endpoints/public/components/all_inference_endpoints/render_table_columns/render_endpoint/endpoint_info.tsx
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