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Updating docs about how to create new dashboards #5229

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monicasarbu
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@monicasarbu monicasarbu commented Sep 22, 2017

This PR is part of #4540, and includes documentation updates in the dev guide about how to import and export Kibana 6.0 dashboards and newer.

cc-ed @dedemorton

@monicasarbu monicasarbu added docs in progress Pull request is currently in progress. labels Sep 22, 2017
@dedemorton dedemorton mentioned this pull request Sep 22, 2017
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@monicasarbu monicasarbu added review needs_backport PR is waiting to be backported to other branches. labels Sep 22, 2017
@monicasarbu monicasarbu force-pushed the update_docs_about_creating_new_dashboards branch from b80a5af to 6d13b70 Compare September 25, 2017 10:21
@monicasarbu monicasarbu removed the in progress Pull request is currently in progress. label Sep 25, 2017
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@dedemorton Ready for the review. I think I am done with the changes.

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Made some comments. Overall looks good, but I did not have time to test the steps (only had time to review for readability).

@@ -1,17 +1,9 @@
[[new-dashboards]]
== Creating New Kibana Dashboards for a Beat
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Title is a bit long. Let's add an abbreviated title so the TOC is cleaner. It's good to mention "Beat" in the heading for SEO, but not necessary in the TOC where the context is clear.

== Creating New Kibana Dashboards for a Beat or Beat module

++++
<titleabbrev>Creating New Kibana Dashboards</titleabbrev>
++++

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done

a special index in Elasticsearch. By default the index is `.kibana`, but you can specify a different index.

When you're done making changes to the dashboards in Kibana, you can use the `export_dashboards` script to <<export-dashboards,export the dashboards>>, along with all dependencies, to a local directory.
When contributing to Beats development, you may want to add new dashboards or customize the existing ones. When you're done making changes to the dashboards in Kibana, you can use the `export_dashboards` script to <<export-dashboards,export the dashboards>>, along with all dependencies, to a local directory.
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I'd remove line 4 and work some of the details into this section by saying:

When contributing to Beats development, you may want to add new dashboards or
customize the existing ones. To get started, you can
<<import-dashboards,import the Kibana dashboards>> that come with the official
Beats and use them as a starting point for your own dashboards. When you're done
making changes to the dashboards in Kibana, you can use the `export_dashboards`
script to <<export-dashboards,export the dashboards>>, along with all
dependencies, to a local directory.

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done


NOTE: Starting with Beats 5.0.0, the Kibana dashboards are not released as part of the Beat package. They are released in a separate
package called `beats-dashboards`.
The official Beats come with Kibana dashboards, and starting with 6.0.0, they are part of the Beat package. You can use the Beat executable to <<import-dashboards,import the dashboards>> into Kibana.
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The ideas seem a bit out of sequence here. To fix this:

  • Move line 4 to the topic about importing dashboards (see my comments later).
  • Make the changes recommended on line 6.

You can use the `import_dashboards` script to import all the dashboards and the index pattern for a Beat, including the dependencies such as visualizations and searches.
The `import_dashboards` script is available under
https://github.com/elastic/beats/tree/master/dev-tools/cmd/import_dashboards[beats/dev-tools/cmd/import_dashboards]. It's also available in each Beat package under the `scripts` directory.
You can use the Beat executable to import all the dashboards and the index pattern for a Beat, including the dependencies such as visualizations and searches.
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Move the content from line 4 to the start of this section. One small concern I have is that users might look furtively on the download page for an executable called "Beat". So I'd suggest a minor change:

The official Beats come with Kibana dashboards, and starting with 6.0.0, they
are part of every Beat package. You can use the Beat executable to import all
the dashboards and the index pattern for a Beat, including the dependencies
such as visualizations and searches.

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done

https://github.com/elastic/beats/tree/master/dev-tools/cmd/import_dashboards[beats/dev-tools/cmd/import_dashboards]. It's also available in each Beat package under the `scripts` directory.
You can use the Beat executable to import all the dashboards and the index pattern for a Beat, including the dependencies such as visualizations and searches.

Importing the dashboards can be done as part of the `setup` phase.
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Make this active to avoid passive voice:

To import the dashboards, run the setup command:

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done

*`-cacert <certificate_authority>`*::
The Certificate Authority to use for server verification.
*`setup.dashboards.directory=<local_dir>`*::
Local directory that contains the saved dashboards and their dependencies. The default value is `kibana` directory, available in the Beat package.
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Change to:

The default value is the `kibana` directory available in the Beat package.

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done


[[build-dashboards]]
=== Building Your Own Beat Dashboards

For visualizing the dashboards of a Beat in Kibana you need to have configured:
NOTE:: If you want to modify a dashboard that comes with a Beat, it's better to modify a copy of the dashboard as the Beat overwrites the dashboards during the setup phase in order to have the latest version. For duplicating a dashboard, just use the `Clone` button from the top of the page.
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Change to: "...it's better to modify a copy of the dashboard because the Beat overwrites..."

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done


The Beat index pattern is generated from the `etc/fields.yml`, where all the fields for a Beat are defined. For each field, besides the `type`, you can configure the
The Beat index pattern is generated from the `fields.yml`, that contains all the fields generated by the Beat. For each field, besides the `type`, you can configure the
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Users might be confused if we use "generated" to mean a two different things in the same sentence. Maybe it would be better to say:

The Beat index pattern is generated from the `fields.yml`, which contains all
the fields exported by the Beat.

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done


==== Exporting Kibana 6.0 dashboards and newer

The `dev-tools/cmd/export_dashboards.go` script helps you export your customized Kibana 6.0 dashboards and newer. You might need to export a single dashboard
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Is there a thought missing at the end of this sentence? There is no period, and it just seems to drop off.

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done, thanks.


You can export a single dashboard by passing the dashboard ID in the `-dashboard` flag.

NOTE:: The dashboard ID is available in the dashboard URL. For example, in case the dashboard URL is
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To get the correct note formatting, use NOTE: (a single colon). Otherwise, you won't get the correct formatting and icon. (There are multiple instances of NOTE:: that need to be fixed.)

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done

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@dedemorton I addressed all the remarks. Can you please have another look?

@monicasarbu monicasarbu force-pushed the update_docs_about_creating_new_dashboards branch from 06742ed to c7b196e Compare September 26, 2017 21:11
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LGTM

@tsg tsg merged commit 94b6298 into elastic:master Sep 27, 2017
ruflin pushed a commit to ruflin/beats that referenced this pull request Oct 9, 2017
@ruflin ruflin removed the needs_backport PR is waiting to be backported to other branches. label Oct 9, 2017
tsg pushed a commit that referenced this pull request Oct 10, 2017
leweafan pushed a commit to leweafan/beats that referenced this pull request Apr 28, 2023
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4 participants