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[Troubleshooting] Left-side navigation changes in 9.2 & serverless #3274

@florent-leborgne

Description

@florent-leborgne

See parent issue for more context

Guidance:

Screenshot guidance

  • General guidelines https://stunning-adventure-qrvr1k2.pages.github.io/style-guide/ui-writing/#screenshots
  • Specific for this issue:
    • Show the latest only, no need to version/applies_to screenshots showing the nav.
    • Update screenshots with the following priorities in all doc sets:
      1. For 9.2: Refresh screenshots in getting started docs and docs around how to navigate in Kibana (when they exist)
      2. If time, after 9.2 is fine if other priorities: Any other screenshot shouldn't show the navigation. Either remove the screenshot, or edit/retake it to only show the feature / area of focus

Versioning guidance for pre&post 9.2 navs

It's important to stay correct regardless of the version that users are on. In this case, pages aren't changing name, but are moving to a different parent menu:

  • Main features accessible in the navigation menu are still going to remain the same, so no update to plan there. Still, each solution handled their nav changes, so a quick double check might be necessary.
  • Some management features (ingest and data management) are moving away from Stack management and moving into a new Data management menu in 9.2 and serverless.

We must avoid adding too many versioning notes, especially in what is generally the 1st step of a procedure. For that reason, we'll simplify menu cascades to omit the "Stack management" part, still mention that the page is a "management" page to hint on the fact that the page is found in the settings/management part of the UI, and advise users to find the page using the global search field if needed.

Example:

1. Go to Stack Management > Index Lifecycle Policies, and select Create policy.

should become

1. Go to the **Index Lifecycles Policies** management page using the navigation menu or the [global search field](/explore-analyze/find-and-organize/find-apps-and-objects.md).
2. Select **Create policy**.

Where the note is a single snippet that we can include wherever needed.

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