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140 changes: 81 additions & 59 deletions _dashboards/quickstart.md
Original file line number Diff line number Diff line change
@@ -1,60 +1,73 @@
---
layout: default
title: Quickstart guide
title: OpenSearch Dashboards quickstart
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I'd prefer that we keep "guide" for clarity rather than using "quickstart" as a noun. Also, if this is a standalone document, should we use title case here and in the following heading?

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Yes to title case

nav_order: 2
has_children: false
redirect_from:
- /dashboards/quickstart-dashboards/
---

# Quickstart guide
# OpenSearch Dashboards quickstart
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This quickstart guide covers the core concepts that you need to understand to get started with OpenSearch Dashboards. You'll learn how to:
This quickstart covers the core concepts that you need to understand to get started with OpenSearch Dashboards. You'll learn how to:

- Add sample data.
- Explore and inspect data.
- Explore and interact with data.
- Visualize data.

Here's a glance at the view you see when you open the **Dashboard** or **Discover** tool.
Starting with OpenSearch 2.12, you'll see the following homepage view. This redesign considers the OpenSearch community's feedback about simplifying the user experience. Share your [feedback](<insert-link-feedback-dashboards>) about this update or other tools you want to see in OpenSearch Dashboards.

<img src="{{site.url}}{{site.baseurl}}/images/dashboards/new-look.png" alt="Light and dark mode UI on Discover and Dashboard tools' home page" width="700">
<img src="{{site.url}}{{site.baseurl}}/images/dashboards/dashboards-home.png" alt="Screenshot of OpenSearch Dashboards homepage" width="700">

{::nomarkdown}<img src="{{site.url}}{{site.baseurl}}/images/icons/alert-icon.png" class="inline-icon" alt="alert icon"/>{:/} **Note**<br>Before you get started, make sure you've installed OpenSearch and OpenSearch Dashboards. For information about installation and configuration, see [Install and configure OpenSearch]({{site.url}}{{site.baseurl}}/install-and-configure/install-opensearch/index/) and [Install and configure OpenSearch Dashboards]({{site.url}}{{site.baseurl}}/install-and-configure/install-dashboards/index/).
{: .note}
# Adding sample data
## What's new

Sample datasets come with visualizations, dashboards, and other tools to help you explore Dashboards before you add your own data. To add sample data, perform the following steps:
Here's what's new with the homepage:

1. Verify access to OpenSearch Dashboards by connecting to [http://localhost:5601](http://localhost:5601) from a browser. The default username and password are `admin`.
1. On the OpenSearch Dashboards **Home** page, choose **Add sample data**.
2. Choose **Add data** to add the datasets, as shown in the following image.
- **Enhanced user experience:** Improves your experience by incorporating intuitive navigation, streamlined workflows, and a visually appealing interface.
- **Optimized data accessibility:** Presents critical information in a more effective manner, making it easier for you to interpret and analyze data.
- **Responsive design for multi-platform access:** Prioritizes responsive design principles, ensuring seamless access and functionality across various devices and screen sizes.
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will need to vet this. we don't have any visual regression tests for verifying this. could be accurate now but wrong and we wont know it automatically.

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@BSFishy Will you review these lines to make sure the content is accurate? Thanks!

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This is accurate. The page extensively uses OUI and properly utilizes the responsive aspects of it, so it should look good on all page sizes. The only disclaimer would be that all within sections are completely owned by plugins, so while the current homepage is responsive, there is not really any guarantee that it is.

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Given that the new homepage layout will not be default, but rather will be behind a switch, can we adjust the docs accordingly?

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@wbeckler Are you asking that we put in some text around the new Discover toggle (Data Explorer) needing to be activated by the user?

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@BSFishy , can you take a look at this and confirm that the homepage plan for 2.12 (keeping current as default and adding a setting to try out the new one) is consistent with these docs changes?

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@vagimeli The new homepage has its own separate toggle from the Discover/Data Explorer toggle. I think it defaults to old homepage. I'm also not sure if the PR will make it in for 2.12 as it's still Draft: opensearch-project/OpenSearch-Dashboards#5613

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@wbeckler We have specific Discover documentation that I can update when it's ready. this quickstart is intended to cover OpenSearch Dashboards tools generally. Is there any specific information we should remove? Currently, the OpenSearch Playground shows the updates, so I think we need to update the quickstart for relevancy.

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@kgcreative Will you review the updates at your availability to make sure the UX topics and screenshots are appropriately captured? Thank you.

- **Integration of advanced visualizations:** Enhances your data comprehension and analysis by giving you visualization tools that convey information in a more digestible format.
- **Customization for individual preferences:** Offers customization based on your preferences and needs.
- **OpenSearch Assistant toolkit:** Connects you to tools to build generative AI-powered experiences that unlock actionable insights from complex datasets. Watch the [demo](https://playground.opensearch.org/app/home#/) on the homepage to learn more.

<img src="{{site.url}}{{site.baseurl}}/images/dashboards/add-sample-data.png" alt="Sample datasets" width="700">
## Prerequisites

# Exploring and inspecting data
Before getting started with this quickstart, make sure you've installed the latest version of OpenSearch and OpenSearch Dashboards. For information about installation and configuration, see [Install and configure OpenSearch]({{site.url}}{{site.baseurl}}/install-and-configure/install-opensearch/index/) and [Install and configure OpenSearch Dashboards]({{site.url}}{{site.baseurl}}/install-and-configure/install-dashboards/index/). If you're running OpenSearch 2.11 or older, see the respective quickstart.

In [**Discover**]({{site.url}}{{site.baseurl}}/dashboards/discover/index-discover/), you can:
The following sections include several tutorials to help you learn OpenSearch basics. You can use your own environment or the [OpenSearch Playground](https://playground.opensearch.org/app/home#/), which runs on the latest version of OpenSearch.

- Choose data to explore, set a time range for that data, search it using [Dashboards Query Language (DQL)]({{site.url}}{{site.baseurl}}/dashboards/dql/), and filter the results.
- Explore the data, view individual documents, and create tables summarizing the data.
- Visualize your findings.
## Adding sample data

Sample datasets come with visualizations, dashboards, and other tools to help you explore OpenSearch Dashboards before you add your own data. To add sample data, follow these steps:

1. On the OpenSearch Dashboards **Home** page, choose **Add data** on the upper-right side of page.
2. On the **Add sample data** page, choose the datasets you want to add. Note that the **Sample flight data** dataset is used in the tutorials throughout this quickstart.

## Try it: Getting familiar with Discover
The following image shows a view of the adding sample data window.

1. On the OpenSearch Dashboards **Home** page, choose **Discover**.
1. Change the [time filter]({{site.url}}{{site.baseurl}}/dashboards/discover/time-filter/) to **Last 7 days**, as shown in the following image.
<img src="{{site.url}}{{site.baseurl}}/images/dashboards/add-sample-data-2.png" alt="Screenshot of adding sample data window" width="700">

<img src="{{site.url}}{{site.baseurl}}/images/last-7--days.png" alt="Time filter interface" width="250"/>
## Exploring and inspecting data

In [**Discover**]({{site.url}}{{site.baseurl}}/dashboards/discover/index-discover/), you can:

- Choose data to explore, set a time range for that data, search it using [Dashboards Query Language (DQL)]({{site.url}}{{site.baseurl}}/dashboards/dql/), and filter the results.
- Analyze your data, view individual documents, and create tables summarizing your data.
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How about something like:
"Analyze your data by querying and filtering, viewing results in a table, and diving deeper into documents."

I think this is okay as you have it this is more a suggestion to be clearer. Summarizing and creating don't feel like the right words to describe the action of analyzing. I think the order matters as well - viewing individual documents comes after the table.

- Visualize your findings and share them.
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When we say visualize data in Discover what are we referring too? The only visualization in Discover is the histogram which isn't new functionality.

Create and editing visualizations still happens in Visualize / VisBuilder.

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Revised.


2. Search using the DQL query `FlightDelay:true AND DestCountry: US AND FlightDelayMin >= 60` and then choose **Update**. You should see results for US-bound flights delayed by 60 minutes or more, as shown in the following image.

<img src="{{site.url}}{{site.baseurl}}/images/dashboards/dql-search-field.png" alt="DQL search field example" width="700"/>
The following steps give you a basic overview about using the Discover tool:
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3. To filter data, choose **Add filter** and then select an **Available field**. For example, select `FlightDelayType`, **is**, and **Weather delay** from the **Field**, **Operator**, and **Value** dropdown lists, as shown in the following image.
1. From the OpenSearch Dashboards navigation menu, choose **Discover**.
2. On the **Discover** page, choose the sample flight dataset from the dropdown menu on the upper-left side of the page.
3. Select the calendar icon to change the [time filter]({{site.url}}{{site.baseurl}}/dashboards/discover/time-filter/) from the default of **Last 15 minutes** to **Last 7 days**.
4. In the DQL search bar, input `FlightDelay:true AND DestCountry: US AND FlightDelayMin >= 60` and then select **Update**. You should see results for US-bound flights delayed by 60 minutes or more.
5. Filter data by choosing **Add filter** from under the DQL search bar and then selecting an **Available field**. For example, select `FlightDelayType`, **is**, and **Weather Delay** from the **Field**, **Operator**, and **Value** dropdown lists on the **Edit Filter** pop-up window.

<img src="{{site.url}}{{site.baseurl}}/images/dashboards/filter-data-discover.png" alt="Filter data by FlightDelayType field" width="250"/>
The following image shows the view you see once you've completed the preceding steps:

# Visualizing data
<img src="{{site.url}}{{site.baseurl}}/images/dashboards/discover-basics.png" alt="Discover tutorial screen view" width="700">

## Visualizing data

Raw data can be difficult to comprehend and use. Data visualizations help you prepare and present data in a visual form. In **Dashboard** you can:

Expand All @@ -63,57 +76,66 @@ Raw data can be difficult to comprehend and use. Data visualizations help you pr
- Create and share reports.
- Embed analytics to differentiate your applications.

## Try it: Getting familiar with Dashboard

1. On the OpenSearch Dashboards **Home** page, choose **Dashboard**.
1. Choose **[Flights] Global Flight Data** in the **Dashboards** window, as shown in the following image.
The following steps give you a basic overview about using the Dashboard tool:
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<img src="{{site.url}}{{site.baseurl}}/images/dashboards/dashboard-flight-quickstart.png" alt="Data visualization dashboard" width="700"/>
1. On the OpenSearch Dashboards **Home** page, choose **Dashboards** and then **[Flights] Global Flight Dashboard**.
2. To add panels to the dashboard, choose **Edit** and then **Add** from the toolbar.
3. In the **Add panels** window, search for the existing panel **[Flights] Delay Buckets** and then select it. A pop-up message confirms that you've added the panel.
4. Select close `x` to exit the **Add panels** pop-up window.
5. View the added panel **[Flights] Delay Buckets**, which is added as the last panel on the dashboard.

1. To add panels to the dashboard, choose **Edit** and then **Add** from the toolbar.
1. In the **Add panels** window, choose the existing panel **[Flights] Delay Buckets**. You'll see a pop-up window on the lower right confirming that you've added the panel.
1. Select `x` to close the **Add panels** window.
1. View the added panel **[Flights] Delay Buckets**, which is added as the last panel on the dashboard, as shown in the following image.
The following image shows the view you see once you've completed the preceding steps:

<img src="{{site.url}}{{site.baseurl}}/images/dashboards/add-panel.png" alt="Add panel to dashboard" width="700"/>

## Try it: Creating a visualization panel
<img src="{{site.url}}{{site.baseurl}}/images/dashboards/add-panel2.png" alt="Add panel tutorial screen view" width="700">

Continuing with the preceding dashboard, you'll create a bar chart comparing the number of canceled flights and delayed flights to delay type and then add the panel to the dashboard:

1. Change the default [time range]({{site.url}}{{site.baseurl}}/dashboards/discover/time-filter/) from **24 hours** to **Last 7 days**.
1. In the toolbar, choose **Edit**, then **Create new**.
1. Select **VisBuilder** in the **New Visualizations** window.
1. In the **Data Source** dropdown list, choose `opensearch_dashboards_sample_data_flights`.
1. Drag the fields **Cancelled** and **FlightDelay** to the y-axis column.
1. Drag the field **FlightDelayType** to the x-axis column.
1. Choose **Save** and name the visualization in the **Title** field.
2. Choose **Save and return**. The following bar chart is added as the last panel on the dashboard, as shown in the following image.
2. In the toolbar, choose **Edit**, then **Create new**.
3. Select **VisBuilder** in the **New Visualizations** window.
4. In the **Data Source** dropdown list, choose `opensearch_dashboards_sample_data_flights`.
5. Drag the fields **Cancelled** and **FlightDelay** to the y-axis column.
6. Drag the field **FlightDelayType** to the x-axis column.
7. Choose **Save** and name the visualization in the **Title** field.
8. Choose **Save and return**. The following bar chart is added as the last panel on the dashboard, as shown in the following image.

The following image shows the view you see once you've completed the preceding steps:

<img src="{{site.url}}{{site.baseurl}}/images/dashboards/viz-panel-quickstart.png" alt="Creating a visualization panel" width="700"/>
<img src="{{site.url}}{{site.baseurl}}/images/<insert image>" alt="Dashboard tutorial panel view" width="700">

# Interacting with data
## Interacting with data

Interactive dashboards allow you analyze data in more depth and filter it in several ways. In Dashboards, you can interact directly with data on a dashboard by using dashboard-level filters. For example, continuing with the preceding dashboard, you can filter to show delays and cancellations for a specific airline.

## Try it: Interacting with the sample flight data
The following steps give you a basic overview about interacting with the sample flight data:

1. On the **[Flights] Airline Carrier** panel, choose **OpenSearch-Air**. The dashboard updates automatically.
1. Choose **Save** to save the customized dashboard.
2. Choose **Save** to save the customized dashboard.
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Alternatively, you can apply filters using the dashboard toolbar:

1. In the dashboard toolbar, choose **Add filter**.
1. From the **Field**, **Operator**, and **Value** dropdown lists, choose **Carrier**, **is**, and **OpenSearch-Air**, respectively, as shown in the following image.
2. From the **Field**, **Operator**, and **Value** dropdown lists, choose **Carrier**, **is**, and **OpenSearch-Air**, respectively, as shown in the following image.
3. Choose **Save**. The dashboard updates automatically, and the result is the dashboard shown in the following image.

The following image shows the view you'll see once you've completed the preceding steps:

<img src="{{site.url}}{{site.baseurl}}//images/<insert image>" alt="Screenshot of Dashboard tutorial panel view" width="700">

## Turning on and off dark mode
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<img src="{{site.url}}{{site.baseurl}}/images/edit-filter.png" alt="Edit field interface" width="400"/>
Turning on and off dark mode in OpenSearch Dashboards requires administrative access. If you're an administrators, follow these steps:

1. Choose **Save**. The dashboard updates automatically, and the result is the dashboard shown in the following image.
1. Navigate to **Management** > **Dashboards Management** > **Advanced Settings**.
2. Scroll down to the **Appearance** section and locate the **Dark mode** option.
3. Use the toggle switch to enable or disable dark mode for all users of your OpenSearch Dashboards instance.
4. Select the **Save changes** button and then the **Reload** button. Changes take effect immediately, so you will see the updated theme right away, similar to the view shown in the following image:

<img src="{{site.url}}{{site.baseurl}}/images/interact-filter-dashboard.png" alt="Dashboard view after applying Carrier filter" width="700"/>
<img src="{{site.url}}{{site.baseurl}}/images/dashboards/dark-mode.png" alt="Dark mode view" width="700">

# Next steps

- **Visualize data**. To learn more about data visualizations in OpenSearch Dashboards, see [**Building data visualizations**]({{site.url}}{{site.baseurl}}/dashboards/visualize/viz-index/).
- **Create dashboards**. To learn more about creating dashboards in OpenSearch Dashboards, see [**Creating dashboards**]({{site.url}}{{site.baseurl}}/dashboards/quickstart-dashboards/).
- **Explore data**. To learn more about exploring data in OpenSearch Dashboards, see [**Exploring data**]({{site.url}}{{site.baseurl}}/dashboards/discover/index-discover/).
- **Visualize data.** To learn more about data visualizations in OpenSearch Dashboards, go to [Building data visualizations]({{site.url}}{{site.baseurl}}/dashboards/visualize/viz-index/).
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- **Create dashboards.** To learn more about creating dashboards in OpenSearch Dashboards, go to [Creating dashboards]({{site.url}}{{site.baseurl}}/dashboards/quickstart-dashboards/).
- **Explore data.** To learn more about exploring data in OpenSearch Dashboards, go to [Exploring data]({{site.url}}{{site.baseurl}}/dashboards/discover/index-discover/).
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Do we mean "to learn more about using OpenSearch for data ingestion"?

- **Ingest data.** To learn more about ingesting data in OpenSearch, go to [Ingest APIs]({{site.url}}{{site.baseurl}}/api-reference/ingest-apis/index/) and [Ingest pipelines]({{site.url}}{{site.baseurl}}/ingest-pipelines/).
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Let's replace this mockups with
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Replaced

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