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Add link to Cloud console in the add data steps #60913
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Pinging @elastic/integrations (Team:Beats) |
That seems entirely reasonable to me. @mostlyjason copying you as it seems a cross-use case ingest matter. @alvarolobato @andresrc Do you have a perspective here? Are we in charge of maintaining these tutorials? I'm curious which team would be in charge of triaging this issue. |
Pinging @elastic/logs-metrics-ui (Team:logs-metrics-ui) |
@sgrodzicki can you look into this? I've added it to your team. |
Updated the issue description to include another option for this problem that provides a better experience where the user doesn't get logged out of their session if they're logged in as the |
It looks like this has been maintained by @elastic/kibana-app so far. Code lives in here: https://github.com/elastic/kibana/tree/master/src/plugins/home/server/tutorials/instructions AFAIR there have been discussions about moving it closer to the plugin itself ( We would also need to settle on either option 1 or 2. @osmanis do you have further input on that? |
Hey @sgrodzicki, quick update, there has been a lot of discussion this week on this experience with @VijayDoshi and @arisonl. I suggest we table the discussion here as there are broader plans to address this issue that are more aligned with the ideal longterm approach that we want to provide to users. |
Background
Getting Beats setup for new Cloud users can be challenging due to having to juggle
elastic
credentials. On the Add Data steps in Kibana, theelastic
credentials are slotted in the steps for users to enter the details in to a Beats yaml file. Populating these credentials in the file results in friction as users won't necessarily have the password handy, and resetting the password can be convoluted, requiring a number of steps.Option 1
In the Add Data steps, it would be great to have a quick link back to the Cloud console for users to grab a new
elastic
password if they've forgotten it. It's ideal if the user can be deeplinked into the Security page. If not, we can use the workaround described in #40477 where the link is https://cloud.elastic.co/deployments?q=$deployment.The message can be
Forgot your 'elastic' password? Click here and navigate into the Security page of this deployment to reset the password.
The major drawback here will be that when a user resets their
elastic
password, and they are logged into Kibana as theelastic
user, they will be logged out. This adds a few extra steps where the user needs to re-login, navigate back to the Add Data steps, and continue with the instructions.Option 2
In the Add Data steps, rather than show the
elastic
user, provide instructions with aningest
user with the roleingest_admin
. This Kibana user would be able to see the credentials in the instructions, similar to the existing Cloud flow. How/if we show the password is an unanswered question. But the main benefit in this approach would be that if a user resets theingest
user password, they would not lose their Kibana session and can continue in the Add Data steps without having to re-login.SSO and onboarding improvements will change this in the future, but in the short-term, this would help users get started until those changes land.
CC @skearns64 @tbragin @uric
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