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jocelyn-mendezJocelyn Mendez
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(DOCSP-11286) Modified Launch Charts to include Welcome Experience (#379)
* (DOCSP-11286) Modified to include Welcome Experience * (DOCSP-11286) Modified to include Welcome Experience * (DOCSP-11286) Modified to include Welcome Experience * (DOCSP-11286) Modified to include Welcome Experience * (DOCSP-11286) Modified to include Welcome Experience * (DOCSP-11286) Modified to include Welcome Experience * (DOCSP-11286) Modified to include Welcome Experience * (DOCSP-11062) Added limitation for aggregation * (DOCSP-11286) Added Welcome Experience to Launch Page procedure * (DOCSP-11286) Added Welcome Experience to Launch Charts page * (DOCSP-11286) Added Welcome Experience to Launch Charts page * (DOCSP-11286) Added Welcome Experience to Launch Charts page Co-authored-by: Jocelyn Mendez <[email protected]>
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source/includes/steps-launch-charts-saas.yaml

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@@ -98,53 +98,39 @@ ref: launch-charts
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level: 4
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stepnum: 5
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content: |
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a. In |service|, click :guilabel:`Charts` in the navigation bar.
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a. In |service|, click :guilabel:`Charts` in the navigation bar.
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#. If this is the first time you are launching |charts-short|, click
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:guilabel:`Activate MongoDB Charts`. This provisions a new
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|charts-short| instance in the |service| project.
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#. If this is your first time launching |charts-short|, proceed to
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:guilabel:`Step 6` for more information.
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To navigate back to the |service| :guilabel:`Clusters` view,
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click :guilabel:`Atlas` at the top-left of the |charts|
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application.
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#. If you have previously used |charts-short|, you will either see
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your existing dashboards on display or be prompted to :ref:`add a
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new dashboard <create-new-dashboard>`.
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.. note::
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To navigate back to the |service| :guilabel:`Clusters` view,
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click :guilabel:`Atlas` at the top-left of the |charts|
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application.
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.. note::
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When you first launch |charts|, |charts-short| automatically
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creates new :atlas:`MongoDB users </security-add-mongodb-users>` in
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your |service| project to access your cluster data. The names
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of these users have the following format:
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``mongodb-stitch-charts-<PROJECT-NAME>-<ID>_<CLUSTER-NAME>``
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your |service| project to access your cluster data. The names of
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these users have the following
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format: ``mongodb-stitch-charts-<PROJECT-NAME>-<ID>_<CLUSTER-NAME>``
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---
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title: Add your desired cluster collections as data sources.
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ref: verify-data-sources
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title: If you are a new |charts-short| user, |charts| directs you to the |charts-short| :ref:`Welcome
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Experience <welcome-experience>`.
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ref: new-user-charts
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level: 4
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stepnum: 6
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content: |
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a. In the |charts-short| application, click :guilabel:`Data Sources`.
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#. Click :guilabel:`New Data Source`. |charts-short| displays all
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|service| clusters in the project from which you launched
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|charts-short|.
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#. Click the cluster containing the collection(s) wish to add as
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:doc:`data sources <data-sources>`, then click
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:guilabel:`Connect`.
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#. Select the collections to add as data sources.
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The |charts-short| :ref:`Welcome Experience <welcome-experience>` provides
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three possible paths to begin using |charts-short|:
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To add all collections within a database, click the
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corresponding checkmark for the desired database. |charts-short|
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creates a separate data source for each collection selected.
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#. Click :guilabel:`Set Permissions`.
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#. Leave these options as default and click :guilabel:`Publish Data
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Source`.
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.. note::
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- :ref:`Connect Your Data <welcome-connect-data>`
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For detailed instructions on data source permissions, see
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:ref:`Data Source Permissions <permission-model>`.
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- :ref:`Explore With Sample Data <welcome-explore-data>`
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- :ref:`Skip Ahead to Dashboards <welcome-skip-dashboards>`
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