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[Discover] Rename Saved Search to Discover Session #202217

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a96d955
[Discover] Rename to Discover Session
jughosta Nov 28, 2024
83c3699
[Discover] Clean up translations
jughosta Nov 28, 2024
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[CI] Auto-commit changed files from 'node scripts/build_plugin_list_d…
kibanamachine Nov 28, 2024
01caa3e
Merge branch 'main' into 174144-rename-to-discover-session
jughosta Dec 3, 2024
be3c16a
[Discover] Update more
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5f1912a
[Discover] Update docs
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3c20540
[Discover] Update on Dashboard
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2b50be7
[Discover] Fix the icon
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998135c
[Discover] Fix tests
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549860c
Merge branch 'main' into 174144-rename-to-discover-session
jughosta Dec 5, 2024
218f81f
[Discover] Some updates
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[Discover] More updates
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Update docs/discover/save-search.asciidoc
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66253bd
Update docs/developer/plugin-list.asciidoc
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Update docs/concepts/save-query.asciidoc
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[Discover] Okay, fix again
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Merge remote-tracking branch 'upstream/main' into 174144-rename-to-di…
jughosta Dec 11, 2024
32b7ade
[Discover] Rename to Discover session
jughosta Dec 11, 2024
24ebbc9
Update docs/developer/plugin-list.asciidoc
jughosta Dec 11, 2024
ecfa7d5
Update docs/discover/save-search.asciidoc
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[Discover] Address other comments
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Merge remote-tracking branch 'origin/174144-rename-to-discover-sessio…
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[Discover] Address other comments
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99d71b5
[CI] Auto-commit changed files from 'node scripts/build_plugin_list_d…
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e52ed1f
[Discover] Replace other instances
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Merge remote-tracking branch 'origin/174144-rename-to-discover-sessio…
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3a678cf
[Discover] Clean up translations
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Update x-pack/plugins/fleet/dev_docs/integrations_overview.md
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[CI] Auto-commit changed files from 'node scripts/capture_oas_snapsho…
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[Discover] Update tests
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Merge branch 'main' into 174144-rename-to-discover-session
jughosta Dec 13, 2024
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Update docs/user/management.asciidoc
jughosta Dec 16, 2024
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Update docs/user/reporting/automating-report-generation.asciidoc
jughosta Dec 16, 2024
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Update docs/user/reporting/index.asciidoc
jughosta Dec 16, 2024
7b4e581
Update src/platform/plugins/shared/esql/server/ui_settings.ts
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Merge branch 'main' into 174144-rename-to-discover-session
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Merge branch 'main' into 174144-rename-to-discover-session
jughosta Dec 16, 2024
19f4ce4
[Discover] Update tests
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Merge branch 'main' into 174144-rename-to-discover-session
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[Discover] More updates
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fca0b62
Merge remote-tracking branch 'origin/174144-rename-to-discover-sessio…
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b000779
[Discover] Change the display name to "discover session"
jughosta Dec 16, 2024
2985e09
Merge remote-tracking branch 'upstream/main' into 174144-rename-to-di…
jughosta Dec 17, 2024
8f8bf9d
[Discover] Fix tests
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5594d08
Merge branch 'main' into 174144-rename-to-discover-session
jughosta Dec 18, 2024
9455d08
[Discover] Remove previous translations just in case
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2 changes: 1 addition & 1 deletion docs/concepts/esql.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -26,7 +26,7 @@ disabled using the `enableESQL` setting from the
{kibana-ref}/advanced-options.html[Advanced Settings].

This will hide the {esql} user interface from various applications.
However, users will be able to access existing {esql} artifacts like saved searches and visualizations.
However, users will be able to access existing {esql} artifacts like saved Discover Sessions and visualizations.
====

[float]
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2 changes: 1 addition & 1 deletion docs/concepts/save-query.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -14,7 +14,7 @@ and share them in a link or CVS form.
Saved queries are different than <<save-open-search,saved searches>>,
which include the *Discover* configuration&mdash;selected columns in the document table, sort order, and
{data-source}&mdash;in addition to the query.
Saved searches are primarily used for adding search results to a dashboard.
Saved searches, known as Discover Sessions, are primarily used for adding search results to a dashboard.
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[role="xpack"]
==== Read-only access
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3 changes: 2 additions & 1 deletion docs/developer/plugin-list.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -91,7 +91,7 @@ This API doesn't support angular, for registering angular dev tools, bootstrap a


|{kib-repo}blob/{branch}/src/plugins/discover/README.md[discover]
|Contains the Discover application and the saved search embeddable.
|Contains the Discover application and the Discover Session embeddable (former Saved Search embeddable).
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|{kib-repo}blob/{branch}/src/plugins/discover_shared/README.md[discoverShared]
Expand Down Expand Up @@ -309,6 +309,7 @@ oss plugins.

|{kib-repo}blob/{branch}/src/plugins/saved_search/README.md[savedSearch]
|Contains the saved search saved object definition and helpers.
This object is created when a user saves current session in the Discover app.
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|{kib-repo}blob/{branch}/src/plugins/screenshot_mode/README.md[screenshotMode]
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2 changes: 1 addition & 1 deletion docs/discover/document-explorer.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -36,7 +36,7 @@ In the pop-up, drag the column names to their new order.

* To resize a column, drag the right edge of the column header until the column is the width that you want.
+
Column widths are stored with a saved search. When you visualize saved searches on dashboards, the saved search appears the same as in **Discover**.
Column widths are stored with a saved Discover Session. When you add the Discover Session as a panel to dashboards, it appears the same as in **Discover**.
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[float]
[[document-explorer-density]]
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12 changes: 6 additions & 6 deletions docs/discover/get-started-discover.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -293,24 +293,24 @@ Learn more about how to use ES|QL queries in <<try-esql, Using ES|QL>>.

[float]
[[save-discover-search]]
==== Save your search for later use
==== Save your Discover Session for later use

Save your search so you can use it later, generate a CSV report, or use it to create visualizations, dashboards, and Canvas workpads.
Saving a search saves the query text, filters,
Save your Discover Session so you can use it later, generate a CSV report, or use it to create visualizations, dashboards, and Canvas workpads.
Saving a Discover Session saves the query text, filters,
and current view of *Discover*, including the columns selected in
the document table, the sort order, and the {data-source}.

. In the application menu bar, click **Save**.

. Give your search a title and a description.
. Give your session a title and a description.

. Optionally store <<managing-tags,tags>> and the time range with the search.
. Optionally store <<managing-tags,tags>> and the time range with the session.

. Click **Save**.

[float]
[[share-your-findings]]
==== Share your search
==== Share your Discover Session

To share your search and **Discover** view with a larger audience, click *Share* in the application menu bar.
For detailed information about the sharing options, refer to <<reporting-getting-started,Reporting>>.
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32 changes: 16 additions & 16 deletions docs/discover/save-search.asciidoc
Original file line number Diff line number Diff line change
@@ -1,9 +1,9 @@
[[save-open-search]]
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== Save a search for reuse
== Save a Discover Session for reuse

A saved search is a convenient way to reuse a search
A saved Discover Session is a convenient way to reuse a search
that you've created in *Discover*.
Saved searches are good for adding search results to a dashboard,
Saved Discover Sessions are good for returning to them later or adding search results to a dashboard,
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and can also serve as a foundation for building visualizations.

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Suggested change
TIP: Until Elastic Stack version 8.18.0 Discover sessions were called "saved searches".

I'd say an info callout providing the information about the renaming on our Save a Discover session for reuse should be sufficient, wording could of course be better, wdyt @wajihaparvez

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we can take care of this in a follow up issues, to unblock this

[role="xpack"]
Expand All @@ -16,27 +16,27 @@ displayed and the *Save* button is not visible. For more information, refer to <
[role="screenshot"]
image::discover/images/read-only-badge.png[Example of Discover's read only access indicator in Kibana's header]
[float]
=== Save a search
=== Save a Discover Session

By default, a saved search stores the query text, filters, and
By default, a saved Discover Session stores the query text, filters, and
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current view of *Discover*, including the columns and sort order in the document table, and the {data-source}.

. Once you've created a search worth saving, click *Save* in the toolbar.
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. Enter a name for the search.
. Optionally store <<managing-tags,tags>> and the time range with the search.
. Enter a name for the session.
. Optionally store <<managing-tags,tags>> and the time range with the session.
. Click *Save*.
. To reload your search results in *Discover*, click *Open* in the toolbar, and select the saved search.
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+
If the saved search is associated with a different {data-source} than is currently
selected, opening the saved search changes the selected {data-source}. The query language
used for the saved search is also automatically selected.
If the saved Discover Session is associated with a different {data-source} than is currently
selected, opening the saved Discover Session changes the selected {data-source}. The query language
used for the saved Discover Session is also automatically selected.

[float]
=== Duplicate a search
. In **Discover**, open the search that you want to duplicate.
=== Duplicate a Discover Session
. In **Discover**, open the Discover Session that you want to duplicate.
. In the toolbar, click *Save*.
. Give the search a new name.
. Turn on **Save as new search**.
. Give the session a new name.
. Turn on **Save as new Discover Session**.
. Click *Save*.


Expand All @@ -46,5 +46,5 @@ used for the saved search is also automatically selected.
. Go to *Dashboards*.
. Open or create the dashboard, then click *Edit*.
. Click *Add from library*.
. From the *Types* dropdown, select *Saved search*.
. Select the saved search that you want to visualize, then click *X* to close the list.
. From the *Types* dropdown, select *Discover Session*.
. Select the saved Discover Session that you want to add, then click *X* to close the list.
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2 changes: 1 addition & 1 deletion docs/discover/search-sessions.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -52,7 +52,7 @@ image::images/search-session-awhile.png[Search Session indicator displaying the
Once you save a search session, you can start a new search,
navigate to a different application, or close the browser.

. To view your saved searches, go to the
. To view your saved search sessions, go to the
*Search Sessions* management page using the navigation menu or the <<kibana-navigation-search,global search field>>.
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For a saved or completed session, you can also open this view from the search sessions popup.

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28 changes: 14 additions & 14 deletions docs/discover/search.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -92,10 +92,10 @@ status:[400 TO 499] AND (extension:php OR extension:html)


[[save-open-search]]
=== Save a search
A saved search persists your current view of Discover for later retrieval and reuse. You can reload a saved search into Discover, add it to a dashboard, and use it as the basis for a visualization.
=== Save a Discover Session
A saved Discover Session persists your current view of Discover for later retrieval and reuse. You can reload a saved session into Discover, add it to a dashboard, and use it as the basis for a visualization.

A saved search includes the query text, filters, and optionally, the time filter. A saved search also includes the selected columns in the document table, the sort order, and the current index pattern.
A saved Discover Session includes the query text, filters, and optionally, the time filter. A saved Discover Session also includes the selected columns in the document table, the sort order, and the current index pattern.
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[role="xpack"]
[[discover-read-only-access]]
Expand All @@ -107,23 +107,23 @@ Kibana see <<xpack-security-authorization>>.
[role="screenshot"]
image::discover/images/read-only-badge.png[Example of Discover's read only access indicator in Kibana's header]

==== Save a search
To save the current search:
==== Save a Discover Session
To save the current session:

. Click *Save* in the toolbar.
. Enter a name for the search and click *Save*.
. Enter a name for the session and click *Save*.

To import, export, and delete saved searches, go to the *Saved Objects* management page using the navigation menu or the <<kibana-navigation-search,global search field>>.
To import, export, and delete saved Discover Sessions, go to the *Saved Objects* management page using the navigation menu or the <<kibana-navigation-search,global search field>>.

==== Open a saved search
To load a saved search into Discover:
==== Open a saved Discover Session
To load a saved session into Discover:

. Click *Open* in the toolbar.
. Select the search you want to open.
. Select the session you want to open.

If the saved search is associated with a different index pattern than is currently
selected, opening the saved search changes the selected index pattern. The query language
used for the saved search will also be automatically selected.
If the saved Discover Session is associated with a different index pattern than is currently
selected, opening the saved Discover Session changes the selected index pattern. The query language
used for the saved Discover Session will also be automatically selected.
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[[save-load-delete-query]]
=== Save a query
Expand All @@ -133,7 +133,7 @@ A saved query is a portable collection of query text and filters that you can re
* View the results of the same query in multiple apps
* Share your query

Saved queries don't include information specific to Discover, such as the currently selected columns in the document table, the sort order, and the index pattern. If you want to save your current view of Discover for later retrieval and reuse, create a <<save-open-search, saved search>> instead.
Saved queries don't include information specific to Discover, such as the currently selected columns in the document table, the sort order, and the index pattern. If you want to save your current view of Discover for later retrieval and reuse, create a <<save-open-search, Discover Session>> instead.
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[role="xpack"]
==== Read-only access
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6 changes: 3 additions & 3 deletions docs/management/advanced-options.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -317,7 +317,7 @@ When disabled, *Discover* loads fields using the {es} search API's

[[discover-searchonpageload]]`discover:searchOnPageLoad`::
Controls whether a search is executed when *Discover* first loads. This setting
does not have an effect when loading a saved search.
does not have an effect when loading a saved Discover Session.

[[discover:showFieldStatistics]]`discover:showFieldStatistics`::
beta[] Enables the Field statistics view. Examine details such as
Expand All @@ -330,10 +330,10 @@ Controls the display of multi-fields in the expanded document view.
The default sort direction for time-based data views.

[[doctable-hidetimecolumn]]`doc_table:hideTimeColumn`::
Hides the "Time" column in *Discover* and in all saved searches on dashboards.
Hides the "Time" column in *Discover* and in all Discover Session panels on dashboards.

[[doctable-highlight]]`doc_table:highlight`::
Highlights results in *Discover* and saved searches on dashboards. Highlighting
Highlights search results in *Discover* and Discover Session panels on dashboards. Highlighting
slows requests when working on big documents.


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8 changes: 4 additions & 4 deletions docs/setup/configuring-reporting.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -121,8 +121,8 @@ PUT <kibana host>:<port>/api/security/role/custom_reporting_user
// CONSOLE

<1> Grants access to generate PNG and PDF reports in *Dashboard*.
<2> Grants access to generate CSV reports from saved search panels in *Dashboard*.
<3> Grants access to generate CSV reports from saved searches in *Discover*.
<2> Grants access to generate CSV reports from saved Discover Session panels in *Dashboard*.
<3> Grants access to generate CSV reports from saved Discover Sessions in *Discover*.
<4> Grants access to generate PDF reports in *Canvas*.
<5> Grants access to generate PNG and PDF reports in *Visualize Library*.

Expand Down Expand Up @@ -157,8 +157,8 @@ PUT localhost:5601/api/security/role/custom_reporting_user
---------------------------------------------------------------
// CONSOLE

<1> Grants access to generate CSV reports from saved searches in *Discover*.
<2> Grants access to generate CSV reports from saved search panels in *Dashboard*.
<1> Grants access to generate CSV reports from saved Discover Sessions in *Discover*.
<2> Grants access to generate CSV reports from saved Discover Session panels in *Dashboard*.

[float]
[[grant-user-access-external-provider]]
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4 changes: 2 additions & 2 deletions docs/user/dashboard/aggregation-based.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -7,7 +7,7 @@ With aggregation-based visualizations, you can:

* Split charts up to three aggregation levels, which is more than *Lens* and *TSVB*
* Create visualization with non-time series data
* Use a <<save-open-search,saved search>> as an input
* Use a <<save-open-search,Discover Session>> as an input
* Sort data tables and use the summary row and percentage column features
* Assign colors to data series
* Extend features with plugins
Expand Down Expand Up @@ -112,7 +112,7 @@ Choose the type of visualization you want to create, then use the editor to conf

.. Select the data source you want to visualize.
+
NOTE: There is no performance impact on the data source you select. For example, *Discover* saved searches perform the same as {data-sources}.
NOTE: There is no performance impact on the data source you select. For example, saved Discover Sessions perform the same as {data-sources}.

. Add the <<aggregation-reference,aggregations>> you want to visualize using the editor, then click *Update*.
+
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4 changes: 2 additions & 2 deletions docs/user/dashboard/create-visualizations.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -163,9 +163,9 @@ To enable series data interactions, configure <<settings-explore-data-in-chart,`
+
To use series data interactions, click a data series in the panel.

* *Saved search interactions* &mdash; Opens <<save-your-search,saved search>> data in *Discover*.
* *Discover Session interactions* &mdash; Opens <<save-your-search,saved Discover Session>> data in *Discover*.
+
To use saved search interactions, open the panel menu, then click *More > View saved search*.
To use saved Discover Session interactions, open the panel menu, then click *More > View Discover Session*.

[[edit-panels]]
=== Edit panels
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4 changes: 2 additions & 2 deletions docs/user/dashboard/lens.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -668,10 +668,10 @@ For area, line, and bar charts, press Shift, then click the series in the legend

[discrete]
[[is-it-possible-to-use-saved-serches-in-lens]]
.*How do I visualize saved searches?*
.*How do I visualize saved Discover Sessions?*
[%collapsible]
====
Visualizing saved searches in unsupported.
Visualizing saved Discover Sessions in unsupported.
====

[discrete]
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2 changes: 1 addition & 1 deletion docs/user/management.asciidoc
Original file line number Diff line number Diff line change
Expand Up @@ -85,7 +85,7 @@ You can add and remove remote clusters, and check their connectivity.

| <<reporting-getting-started, Reporting>>
| Monitor the generation of reports&mdash;PDF, PNG, and CSV&mdash;and download reports that you previously generated.
A report can contain a dashboard, visualization, saved search, or Canvas workpad.
A report can contain a dashboard, visualization, table with search results, or Canvas workpad.
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| Machine Learning Jobs
| View, export, and import your <<xpack-ml-anomalies,{anomaly-detect}>> and
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Original file line number Diff line number Diff line change
Expand Up @@ -24,7 +24,7 @@ To create the POST URL for CSV reports:

. Go to *Discover*.

. Open the saved search you want to share.
. Open the saved Discover Session you want to share.

. In the toolbar, click *Share > Export > Copy POST URL*.

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2 changes: 1 addition & 1 deletion packages/kbn-saved-search-component/README.md
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
# @kbn/saved-search-component

A component wrapper around Discover's Saved Search embeddable. This can be used in solutions without being within a Dasboard context.
A component wrapper around Discover Session embeddable. This can be used in solutions without being within a Dasboard context.

This can be used to render a context-aware (logs etc) "document table".

Expand Down
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Original file line number Diff line number Diff line change
Expand Up @@ -1205,13 +1205,13 @@ export const UnifiedDataTable = ({
{searchDescription ? (
<FormattedMessage
id="unifiedDataTable.searchGenerationWithDescriptionGrid"
defaultMessage="Table generated by search {searchTitle} ({searchDescription})"
defaultMessage="Table generated by Discover Session ''{searchTitle}'' ({searchDescription})"
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values={{ searchTitle, searchDescription }}
/>
) : (
<FormattedMessage
id="unifiedDataTable.searchGenerationWithDescription"
defaultMessage="Table generated by search {searchTitle}"
defaultMessage="Table generated by Discover Session ''{searchTitle}''"
values={{ searchTitle }}
/>
)}
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2 changes: 1 addition & 1 deletion src/plugins/dashboard/public/plugin.tsx
Original file line number Diff line number Diff line change
Expand Up @@ -298,7 +298,7 @@ export class DashboardPlugin
defaultMessage: 'Analyze data in dashboards.',
}),
description: i18n.translate('dashboard.featureCatalogue.dashboardDescription', {
defaultMessage: 'Display and share a collection of visualizations and saved searches.',
defaultMessage: 'Display and share a collection of visualizations and search results.',
}),
icon: 'dashboardApp',
path: `/app/${DASHBOARD_APP_ID}#${LANDING_PAGE_PATH}`,
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2 changes: 1 addition & 1 deletion src/plugins/data/server/ui_settings.ts
Original file line number Diff line number Diff line change
Expand Up @@ -55,7 +55,7 @@ export function getUiSettings(
value: true,
description: i18n.translate('data.advancedSettings.docTableHighlightText', {
defaultMessage:
'Highlight results in Discover and Saved Searches Dashboard. ' +
'Highlights search results in Discover and Discover Session panels on dashboards. ' +
'Highlighting makes requests slow when working on big documents.',
}),
category: ['discover'],
Expand Down

Some generated files are not rendered by default. Learn more about how customized files appear on GitHub.

Original file line number Diff line number Diff line change
Expand Up @@ -19,7 +19,7 @@ export const Header = () => (
<FormattedMessage
id="indexPatternManagement.editIndexPattern.sourceLabel"
defaultMessage="Field filters can be used to exclude one or more fields when fetching a document. This happens when
viewing a document in the Discover app, or with a table displaying results from a saved search in the Dashboard app.
viewing a document in the Discover app, or with a table displaying results from a Discover Session in the Dashboard app.
If you have documents with large or unimportant fields you may benefit from filtering those out at this lower level."
/>
</p>
Expand Down
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