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nastasha-solomon authored Jul 19, 2024
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7 changes: 3 additions & 4 deletions docs/getting-started/data-views-in-sec.asciidoc
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Expand Up @@ -10,8 +10,7 @@ IMPORTANT: Custom indices are not included in the <<default-data-view-security,
[discrete]
== Switch to another {data-source}

You can tell which {data-source} is active by clicking the *{data-source-cap}* menu at the upper right of {elastic-sec} pages that display event or alert data, such as Overview, Alerts, Timelines, or Hosts.
To switch to another {data-source}, click **Choose {data-source}**, select one of the options, and click **Save**.
You can tell which {data-source} is active by clicking the *{data-source-cap}* menu at the upper right of {elastic-sec} pages that display event or alert data, such as Overview, Alerts, Timelines, or Hosts. To switch to another {data-source}, click **Choose {data-source}**, select one of the options, and click **Save**.

image::images/dataview-button-highlighted.png[image highlighting how to open the data view selection menu]

Expand All @@ -20,7 +19,7 @@ image::images/dataview-button-highlighted.png[image highlighting how to open the

To learn how to modify the default **Security Default Data View**, refer to <<update-sec-indices, Update default {elastic-sec} indices>>.

To learn how to modify, create, or delete another {data-source} refer to {apm-app-ref}/data-views.html[{kib} {data-sources-cap}].
To learn how to modify, create, or delete another {data-source} refer to {kibana-ref}/data-views.html[{kib} {data-sources-cap}].

You can also temporarily modify the active {data-source} from the *{data-source-cap}* menu by clicking *Advanced options*, then adding or removing index patterns.

Expand All @@ -36,6 +35,6 @@ NOTE: You cannot update the data view for the Alerts page. This includes referen

The default {data-source} is defined by the `securitySolution:defaultIndex` setting, which you can modify in {kib}'s advanced settings (**Stack Management** > **Advanced Settings** > **Security Solution**). To learn more about this setting, including its default value, refer to {security-guide}/advanced-settings.html#update-sec-indices[Advanced settings].

The first time a user visits {elastic-sec} within a given {kib} {apm-app-ref}/xpack-spaces.html[space], the default {data-source} generates in that space and becomes active.
The first time a user visits {elastic-sec} within a given {kib} {kibana-ref}/xpack-spaces.html[space], the default {data-source} generates in that space and becomes active.

If you delete the active {data-source} when there are no other defined {data-sources}, the default {data-source} will regenerate and become active upon refreshing any {elastic-sec} page in the space.
13 changes: 9 additions & 4 deletions docs/serverless/explore/data-views-in-sec.mdx
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Expand Up @@ -26,21 +26,26 @@ To switch to another ((data-source)), click **Choose ((data-source))**, select o

## Create or modify a ((data-source))

You can temporarily modify the active ((data-source)) from the **((data-source-cap))** menu by clicking **Advanced options**, then adding or removing index patterns.
To learn how to modify the default **Security Default Data View**, refer to <DocLink slug="/serverless/security/advanced-settings" section="update-sec-indices" />.

To learn how to modify, create, or delete another ((data-source)) refer to [((data-sources-cap))](((kibana-ref))/data-views.html).

You can also temporarily modify the active ((data-source)) from the **((data-source-cap))** menu by clicking **Advanced options**, then adding or removing index patterns.

![video showing how to filter the active data view](../images/data-views-in-sec/-getting-started-dataview-filter-example.gif)

This only allows you to add index patterns that match indices that currently contain data (other index patterns are unavailable). Note that any changes made are saved in the current browser window and won't persist if you open a new tab.

To permanently modify a ((data-source)), delete an existing ((data-source)) or create a new one, you need the required permissions.
To learn more, refer to [((data-sources-cap))](((apm-app-ref))/data-views.html).
<DocCallOut title="Note">
You cannot update the data view for the Alerts page. This includes referencing a cross-cluster search (CCS) data view or any other data view. The Alerts page always shows data from `.alerts-security.alerts-default`.
</DocCallOut>

<div id="default-data-view-security"></div>

## The default ((data-source))

The default ((data-source)) is defined by the `securitySolution:defaultIndex` setting, which you can modify in your project's advanced settings{/* path to be updated: (**Stack Management** → **Advanced Settings** → **Security Solution**) */}. To learn more about this setting, including its default value, refer to <DocLink slug="/serverless/security/advanced-settings" />).

The first time a user visits ((elastic-sec)){/* within a given ((kib)) [space](((apm-app-ref))/xpack-spaces.html)*/}, the default ((data-source)) generates{/* in that space*/} and becomes active.
The first time a user visits ((elastic-sec)){/* within a given ((kib)) [space](((kibana-ref))/xpack-spaces.html)*/}, the default ((data-source)) generates{/* in that space*/} and becomes active.

If you delete the active ((data-source)) when there are no other defined ((data-sources)), the default ((data-source)) will regenerate and become active upon refreshing any ((elastic-sec)) page{/* in the space*/}.

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