[DOCS] Changes Visualize to Visualize Library (#93055)

* [DOCS] Changes Visualize to Visualize Library

* Review comments

* Review comment

* Removes background in embed-kibana.png
This commit is contained in:
Kaarina Tungseth 2021-03-08 13:44:30 -06:00 committed by GitHub
parent 6174938758
commit d5e4a2ae7d
No known key found for this signature in database
GPG key ID: 4AEE18F83AFDEB23
10 changed files with 44 additions and 29 deletions

View file

@ -3,10 +3,18 @@
Once you create a dashboard or a visualization, you might want to share it with your colleagues or friends. The easiest way to do this is to share a direct link to your dashboard or visualization. However, some users might not have access to your {kib}.
With the {kib} embedding functionality, you can display the content you created in {kib} to an internal company website or a personal web page. From *Dashboard* or *Visualize*, open the *Share > Embed code* menu, and then click *Copy iFrame code* to generate an HTML code snippet. You can embed this snippet in your web page, and then add analysis, images, and links to give more context to the object you're sharing.
With the {kib} embedding functionality, you can display the content you created in {kib} to an internal company website or a personal web page.
. Open the main menu, then click *Dashboard* or *Visualize Library*.
. Open the dashboard or visualization you want to embed.
. To generate the HTML code snippet, open the *Share* menu, then click *Embed code > Copy iFrame code*.
+
You can embed this snippet in your web page, and then add analysis, images, and links to give more context to the object you're sharing.
+
image::images/embed-kibana.png[Generate an HTML snippet to embed {kib}, align=center]
+
NOTE: Embedding of any other part of {kib} is also generally possible, but you might need to craft the proper HTML code manually.
[float]

Binary file not shown.

Before

Width:  |  Height:  |  Size: 36 KiB

After

Width:  |  Height:  |  Size: 70 KiB

View file

@ -100,7 +100,7 @@ Choose the type of panel you want to create, then save the panel to the dashboar
.. Click *Save and return*.
TIP: To access your saved panels, open the main menu, then click *Visualize*.
TIP: To access your saved panels, open the main menu, then click *Visualize Library*.
[float]
[[arrange-panels]]
@ -182,7 +182,7 @@ dashboard.
[role="screenshot"]
image:images/clone_panel.gif[clone panel]
+
{kib} automatically saves the cloned panel in *Visualize*. To access the cloned panel, open the main menu, then click *Visualize*.
To access the cloned panel, open the main menu, then click *Visualize Library*.
[float]
[[explore-the-underlying-data]]

View file

@ -203,7 +203,7 @@ so you can tailor it to your specific needs without impacting others.
image::images/select-your-space.png[Space selector view]
Most of {kib}s entities are space-aware, including dashboards, visualizations, index patterns,
Canvas workpads, Timelion visualizations, graphs, tags, and machine learning jobs.
*Canvas* workpads, graphs, tags, and machine learning jobs.
In addition:
@ -245,7 +245,7 @@ see <<security-settings-kb,Security settings in {kib}>>.
[float]
==== Log in
Kibana supports several <<kibana-authentication,authentication providers>>,
{kib} supports several <<kibana-authentication,authentication providers>>,
allowing you to login using {es}s built-in realms, or by your own single sign-on provider.
[role="screenshot"]

View file

@ -21,7 +21,7 @@ To create the POST URL for PDF reports:
. Click *Copy POST URL*.
+
[role="screenshot"]
image::images/report-automate-pdf.png[Generate Visualize and Dashboard reports]
image::images/report-automate-pdf.png[Automatically generate *Dashboard* and *Visualize Library* reports]
To create the POST URL for CSV reports:
@ -51,15 +51,15 @@ include::script-example.asciidoc[]
include::response-codes.asciidoc[]
[float]
== Deprecated report URLs
=== Deprecated report URLs
The following POST URL paths were once supported but are now deprecated. If there are
any problems with using these paths after upgrading {kib}, use
The following POST URL paths are deprecated. If there are
any problems with using these paths after you upgrade {kib}, use
{kib} to regenerate the POST URL for a particular report.
* Dashboard Reports: `/api/reporting/generate/dashboard/<dashboard-id>`
* Visualization Reports: `/api/reporting/generate/visualization/<visualization-id>`
* Saved Search Reports: `/api/reporting/generate/search/<saved-search-id>`
* Dashboard reports: `/api/reporting/generate/dashboard/<dashboard-id>`
* Visualize reports: `/api/reporting/generate/visualization/<visualization-id>`
* Saved Search reports: `/api/reporting/generate/search/<saved-search-id>`
[IMPORTANT]
===================

View file

@ -1,4 +1,4 @@
The Reporting APIs use HTTP response codes to give feedback. In automation,
The reporting APIs use HTTP response codes to give feedback. In automation,
this helps external systems track the various possible job states:
- **`200` (OK)**: As expected, Kibana returns `200` status in the response for

View file

@ -382,14 +382,19 @@ xpack.security.authc.providers:
[[anonymous-access-and-embedding]]
===== Anonymous access and embedding
One of the most popular use cases for anonymous access is when you embed {kib} into other applications and don't want to force your users to log in to view it. If you configured {kib} to use anonymous access as the sole authentication mechanism, you don't need to do anything special while embedding {kib}.
One of the most popular use cases for anonymous access is when you embed {kib} into other applications and don't want to force your users to log in to view it.
If you configured {kib} to use anonymous access as the sole authentication mechanism, you don't need to do anything special while embedding {kib}.
If you have multiple authentication providers enabled, and you want to automatically log in anonymous users when embedding dashboards and visualizations, then toggle *Public URL* in the *Share > Embed code* menu in *Dashboard* or *Visualize*.
You can also use the *Public URL* toggle when you're generating permanent links to dashboards, visualizations, and saved searches.
NOTE: The *Public URL* toggle is only available if anonymous access is properly configured and your anonymous service account has privileges to access what you want to embed or share.
If you have multiple authentication providers enabled, and you want to automatically log in anonymous users when embedding dashboards and visualizations:
. Open the main menu, then click *Dashboard* or *Visualize Library*.
. Open then dashboard or visualization you want to embed.
. Open the *Share* menu, then click *Embed code > Public URL*.
+
You can also use *Public URL* when you're generating permanent links to dashboards, visualizations, and saved searches.
+
NOTE: *Public URL* is available only when anonymous access is configured and your anonymous service account has privileges to access what you want to embed or share.
+
For more information, refer to <<embedding, Embed {kib} content in a web page>>.
[[http-authentication]]

View file

@ -1,11 +1,11 @@
[role="xpack"]
[[kibana-privileges]]
=== Kibana privileges
=== {kib} privileges
{kib} privileges grant users access to features within {kib}. Roles have privileges to determine whether users have write or read access.
==== Base privileges
Assigning a base privilege grants access to all available features in Kibana (Discover, Visualize, Dashboard, and so on).
Assigning a base privilege grants access to all {kib} features, such as *Discover*, *Dashboard*, *Visualize Library*, and *Canvas*.
[[kibana-privileges-all]]
`all`:: Grants full read-write access.
`read`:: Grants read-only access.

Binary file not shown.

Before

Width:  |  Height:  |  Size: 278 KiB

After

Width:  |  Height:  |  Size: 125 KiB

View file

@ -74,16 +74,18 @@ should use the index patterns for your indices.
image::security/images/role-index-privilege.png["Index privilege"]
[float]
==== Give the role permission to create visualizations and dashboards
==== Give the role permissions to {kib} apps
By default, roles do not give Kibana privileges. Click **Add space
privilege** and associate this role with the `Dev Mortgage` space.
To enable users to create dashboards, visualizations, and saved searches, add {kib} privileges to the `dev-mortgage` role.
To enable users with the `dev-mortgage` role to create visualizations
and dashboards, click *All* for *Visualize* and *Dashboard*. Also
assign *All* for *Discover* because it is common for developers
to create saved searches while designing visualizations.
. On the *{kib} privileges* window, select *Dev Mortgage* from the *Space* dropdown.
. Click **Add space privilege**.
. For *Dashboard*, *Visualize Library*, and *Discover*, click *All*.
+
It is common to create saved searches in *Discover* while creating visualizations.
+
[role="screenshot"]
image::security/images/role-space-visualization.png["Associate space"]