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Landing page for new users #11056

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alexfrancoeur opened this issue Apr 5, 2017 · 7 comments
Closed

Landing page for new users #11056

alexfrancoeur opened this issue Apr 5, 2017 · 7 comments
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release_note:enhancement Team:Platform-Design Team Label for Kibana Design Team. Support the Analyze group of plugins.

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@alexfrancoeur
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alexfrancoeur commented Apr 5, 2017

As we continue to move forward with improving the getting started experience for new users, one idea that came up was a light generic landing page for new users. This is a quick win and will familiarize a new user with what's available in Kibana. For a new user this would be a one time, minimalistic screen with some the key highlights of Kibana and an interim solution until we have a more in depth workflow.

new user welcome screen

Audience and workflows

  • New Kibana user with data / pre-defined index patterns: Load Kibana => Getting started screen
  • New Kibana user with no data / pre-defined index patterns: Load Kibana => Add Data, Manage and Monitor screen => Getting started screen
  • Existing Kibana user with data available: Load Kibana => Click help button => Getting started screen

Functionality

  • This view will appear for new users with an opt out option - "Don't show me this again". Choosing to opt out should be user specific
  • This view will be treated as its own application
  • This view will always be accessible to a user
  • This view should be easily extensible for community and internal plugins or dynamically built from what is available on the left hand navigation

Content

This content is not finalized

  • Kibana
    • Text and description about what Kibana offers
    • Link to current getting started documentation
    • Link to demo environment - “Want to see what Kibana is capable of? Check out our demo environment”
  • Discover
    • Visual representation of discover (standard icon, more detailed graphic, screenshot)
    • Description of discover: "Interactively explore your data with Discover. You can submit search queries, filter your search results and view document data."
    • Quick link or button to discover application: app/kibana#/discover
    • Link to current documentation: Discover
  • Visualize
    • Visual representation of visualize (standard icon, more detailed graphic, screenshot)
    • Description of visualize: "Analyze and aggregate your data with Visualize. Slice and dice your data any way you'd like with the multitude of visualization types at your disposal."
    • Quick link or button to visualize application: app/kibana#/visualize
    • Link to current documentation: Visualize
  • Dashboard
    • Visual representation of dashboard (standard icon, more detailed graphic, screenshot)
    • Description of dashboard: "Showcase and share your data with Dashboards. Collect all of your most important visualizations and place them in one convenient area."
    • Quick link or button to visualize application: app/kibana#/dashboards
    • Link to current documentation: Dashboard
  • Timelion
    • Visual representation of timelion (standard icon, more detailed graphic, screenshot)
    • Description of timelion: "Programmatically analyze time series data with Timelion. Using a simple expression language, perform calculations to answer complex time series questions."
    • Quick link or button to visualize application: app/kibana#/timelion
    • Link to current documentation: Timelion
  • Dev Tools
    • Visual representation of dev tools (standard icon, more detailed graphic, screenshot)
    • Description of dev tools: "Interact with the REST API of Elasticsearch in Dev Tools. With contextual suggestions and beautifully formatted responses, run Elasticsearch directly from Kibana."
    • Quick link or button to visualize application: app/kibana#/dev_tools
    • Link to current documentation: Dev Tools

cc: @snide @alt74 @cjcenizal @uboness @skearns64

@alexfrancoeur alexfrancoeur added the Team:Platform-Design Team Label for Kibana Design Team. Support the Analyze group of plugins. label Apr 5, 2017
@uboness
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uboness commented Apr 5, 2017

I like the task oriented screen.

not a fan of the overlay/popup. IMO this should be a screen/app of its own:

  • the user should land on when logging in
  • the user can opt out of landing it every time by checking a box
  • even when the user opt out of this one, this page should still be accessible (if we have a ? icon on the header, we can have to menu there with two items - "help" (will open a new tab with docs) and "Getting started" that will show this page/app.

@nick-george
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This would be a great feature for Kibana.

What if it were implemented using a dashboard? I know that the current dashboard mechanism probably does not support all the features (text boxes, clickable images etc) necessary to make a welcome screen. However, if these features where added to dashboards, you'd be killing two birds with one stone. Better, more interactive dashboards, plus a useful welcome screen!

@alexfrancoeur
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After a sync with the design team today, internal conversations and comments in this issue we have come to the following conclusions.

  • This will be it's own screen and not an overlay
  • There will be two separate views, one geared towards ingesting data and another aimed at what you can do within Kibana
  • We will link out to documentation and demo environments where applicable
  • The default view will be determined by whether or not data available (or an index pattern defined)
  • You will be able to link back to this page easily
  • This page will continue to be shown to a user until they opt out - "Do not show me this again"

Next steps are for @snide and @alt74 to put together an initial design.

@alexfrancoeur
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@nick-george I'm curious as to why would you like to see this implemented as a dashboard. Do you see any extra benefits to the experience from a getting started perspective? There have been some similar discussions around implementing a dashboard "homepage". By default, this would be an empty dashboard with empty panels that link to "add a visualization". One of my concerns with this approach is that it limits to the amount of help we can provide for the ingestion step initially.

@alexfrancoeur
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alexfrancoeur commented Apr 21, 2017

Updated description of this issue with additional detail. I'll be adding a separate issue for a more detailed screen to help with data collection and creating an index pattern.

@alexfrancoeur alexfrancoeur changed the title Welcome screen for new users Landing screen for new users Apr 21, 2017
@alexfrancoeur alexfrancoeur changed the title Landing screen for new users Landing page for new users Apr 21, 2017
@cjcenizal
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Partially addressed by #11805

@tbragin
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tbragin commented Sep 11, 2017

Since we reverted PR above closing this issue for now in favor of a more general "Onboarding" issue: #11824

@tbragin tbragin closed this as completed Sep 11, 2017
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