V1.32 release (#536)

corryroot · web-flow · commit bd805c01b204 · 2022-05-09T15:12:03.000-04:00
* (DOCSP-21428): Added page for Getting Started UI. (#532) * (DOCSP-21428): Added page for Getting Started UI. * (DOCSP-21428): Incorporated Zach's feedback. * (DOCSP-21429): Updated the navigation to the authentication settings. * (DOCSP-21430): Added page for the new Items view. (#534) * (DOCSP-21430): Added page for the new Items view. * (DOCSP-21430): Fixed typo. * (DOCSP-21431): Made changes for the new Data Usage page. (#535) * (DOCSP-21431): Made changes for the new Data Usage page. * (DOCSP-21431): Incorporated Zach's feedback. * (DOCSP-21431): Removed link mention. Added steps.
diff --git a/source/admin-settings.txt b/source/admin-settings.txt
@@ -3,31 +3,25 @@
 .. _admin-settings:
 .. _charts-settings:
 
-===============
-Charts Settings
-===============
+==========
+Data Usage
+==========
 
 .. default-domain:: mongodb
 
-.. contents:: On this page
-   :local:
-   :backlinks: none
-   :depth: 1
-   :class: singlecol
+The :guilabel:`Data Usage` link appears in the sidebar of the
+|charts-short| UI.
 
-The :guilabel:`Charts Settings` link appears in the sidebar of the
-Charts UI. All users can access this page. The sections you see depend
-on the |service| :atlas:`roles </reference/user-roles/>` you have.
+.. include:: /includes/charts-settings-project-owner.rst
 
 .. _admin-usage:
 
 Monthly Data Usage
 ------------------
 
-.. include:: /includes/charts-settings-project-owner.rst
-
-The :guilabel:`Usage` panel of the :guilabel:`Charts Settings` page shows
-the data usage of your |charts| instance over the current month.
+The :guilabel:`Data Tranfer by Month` panel of the
+:guilabel:`Data Usage` page shows the data usage of your |charts| 
+instance over the current month.
 
 The panel displays the following metrics:
 
@@ -56,48 +50,3 @@ MongoDB provides a free ``1 GB`` of data transfers per month. Nearly
 all |charts-short| use cases should fall within this ``1 GB`` free
 tier. For more information on |charts| pricing and sample pricing
 scenarios, see :ref:`charts-billing`.
-
-.. _embedding-auth-providers:
-
-Embedding Authentication Providers
-----------------------------------
-
-.. include:: /includes/charts-settings-project-owner.rst
-
-The :guilabel:`Embedding Authentication Providers` panel lists the 
-providers |charts-short| can use to authenticate users who access 
-embedded charts.
-
-|charts-short| requires a token from one of the providers you configure
-to render authenticated charts embedded with the SDK.
-
-For more information about embedding authentication providers, see 
-:doc:`/configure-auth-providers`.
-
-Embedding Key Generation
-------------------------
-
-.. include:: /includes/charts-settings-project-owner.rst
-
-.. important::
-
-   Embedding keys are deprecated and will be removed in a future 
-   release. Use :doc:`Embedding Authentication Providers 
-   </configure-auth-providers>` and the :doc:`Embedding SDK 
-   </embedding-charts-sdk>` instead.
-
-Embedding keys are necessary for generating and verifying digital 
-signatures of charts embedded using the Verified Signature mode. 
-
-To generate a new embedding key, click the :guilabel:`Generate New Key`
-button on the right side of the page.
-
-.. warning::
-
-   If you generate a new key, any previous keys become invalid. Ensure
-   that all the existing embedded charts that use the old key are
-   updated to use the new key.
-
-.. figure:: /images/charts/generate-new-key.png
-   :figwidth: 650px
-   :alt: Generate a new embedding key
diff --git a/source/configure-auth-providers.txt b/source/configure-auth-providers.txt
@@ -100,3 +100,28 @@ To delete an embedding authentication provider:
 
    After you delete a provider, all embedded charts that the deleted 
    provider authenticated no longer render.
+
+Generate an Embedding Key
+~~~~~~~~~~~~~~~~~~~~~~~~~
+
+.. include:: /includes/charts-settings-project-owner.rst
+
+.. important::
+
+   Embedding keys are deprecated and will be removed in a future 
+   release. Use :ref:`Embedding Authentication Providers 
+   <configure-auth-providers>` and the :doc:`Embedding SDK 
+   </embedding-charts-sdk>` instead.
+
+Embedding keys are necessary for generating and verifying digital 
+signatures of charts embedded using the :guilabel:`Verified Signature`` 
+mode. 
+
+To generate a new embedding key, click the :guilabel:`Generate New Key`
+button on the right side of the page.
+
+.. warning::
+
+   If you generate a new key, any previous keys become invalid. Ensure
+   that all the existing embedded charts that use an old key are
+   updated to use the new key.
diff --git a/source/embed-charts-and-dashboards.txt b/source/embed-charts-and-dashboards.txt
@@ -22,13 +22,19 @@ the :ref:`Embedding SDK <embedding-charts-sdk>`, or use static HTML
 with a :ref:`charts iframe <embedding-charts-iframe>` or a 
 :ref:`dashboards iframe <embedding-dashboards-iframe>`.
 
+|charts-short| offers a :guilabel:`Getting Started` UI to help you 
+learn how to embed charts and dashboards with an iFrame or Javascript 
+SDK. To learn more, see :ref:`get-started-embedding`.
+
 To learn how to embed charts and dashboards in a web application, see 
 the :ref:`embedding-tutorials`.
 
 .. toctree::
    :titlesonly:
 
+   /get-started-embedding
    Embed a Chart </embedding-charts>
    Embed a Dashboard </embedding-dashboards>
    Embedding SDK </embedding-charts-sdk>
+   /manage-embedded-items
    Embedding Error Codes </embedded-chart-error-codes>
diff --git a/source/embedding-charts-iframe.txt b/source/embedding-charts-iframe.txt
@@ -9,7 +9,7 @@ Embed Charts with an iframe
 .. contents:: On this page
    :local:
    :backlinks: none
-   :depth: 2
+   :depth: 1
    :class: singlecol
 
 You can embed a chart into a web application with an iframe and specify
diff --git a/source/embedding-charts-sdk.txt b/source/embedding-charts-sdk.txt
@@ -97,7 +97,7 @@ Examples
 .. toctree::
    :titlesonly:
 
-   Getting Started </get-started-embedding-sdk>
+   /get-started-embedding-sdk
    /configure-auth-providers
    /handle-click-events
    /highlight-chart-elements
diff --git a/source/get-started-embedding.txt b/source/get-started-embedding.txt
@@ -0,0 +1,49 @@
+.. _get-started-embedding:
+
+==========================
+Get Started with Embedding
+==========================
+
+.. default-domain:: mongodb
+
+|charts-short| offers a :guilabel:`Getting Started` UI to help you 
+learn how to embed :ref:`charts <embedding-charts>` and 
+:ref:`dashboards <embedding-dashboards>` with an iFrame or Javascript 
+SDK.
+
+Use the Getting Started UI
+--------------------------
+
+.. procedure::
+   :style: normal
+
+   .. step:: Go to the :guilabel:`Embedding` page.
+
+      Click :guilabel:`Embedding` in the sidebar.
+
+   .. step:: Open the :guilabel:`Getting Started` view.
+
+      Click the :guilabel:`Getting Started` tab.
+
+   .. step:: Configure the :guilabel:`How to embed` section.
+
+      a. Click the :guilabel:`Item` that you want to embed.
+
+      #. Click the :guilabel:`Method` that you want to use.
+
+   .. step:: Review the instructions.
+
+      Follow the instructions in the :guilabel:`How to embed` 
+      section to set up embedding in the |charts-short| UI and your 
+      application.
+
+   .. step:: Review the embedding features.
+
+      Scroll to the the :guilabel:`Embedding features` section to 
+      review the available features and learn more.
+
+   .. step:: Review the available resources.
+
+      Scroll to the :guilabel:`Resources` section to try different 
+      examples and explore different embedding scenarios.
+    
diff --git a/source/includes/charts-settings-all-users.rst b/source/includes/charts-settings-all-users.rst
@@ -1,4 +1,4 @@
 .. note::
 
    Users with any :atlas:`role </reference/user-roles/>` can see this
-   section on the :guilabel:`Charts Settings` page.
+   section.
diff --git a/source/includes/charts-settings-project-owner.rst b/source/includes/charts-settings-project-owner.rst
@@ -1,5 +1,4 @@
 .. note::
 
    Only users with the :atlas:`Project Owner
-   </reference/user-roles/#project-roles>` can see this section on the 
-   :guilabel:`Charts Settings` page.
+   </reference/user-roles/#project-roles>` role can see this section.
diff --git a/source/includes/steps-add-auth-google-tutorial.yaml b/source/includes/steps-add-auth-google-tutorial.yaml
@@ -3,7 +3,7 @@ stepnum: 1
 ref: add-auth-google-charts-nav
 inherit:
   file: steps-source-admin-settings.yaml
-  ref: nav-charts-admin-settings
+  ref: nav-charts-auth-settings
 ---
 stepnum: 2
 ref: add-auth-google-charts-admin
diff --git a/source/includes/steps-add-auth-jwt-tutorial.yaml b/source/includes/steps-add-auth-jwt-tutorial.yaml
@@ -3,7 +3,7 @@ stepnum: 1
 ref: add-auth-jwt-charts-nav
 inherit:
   file: steps-source-admin-settings.yaml
-  ref: nav-charts-admin-settings
+  ref: nav-charts-auth-settings
 ---
 stepnum: 2
 ref: add-auth-jwt-charts-admin
diff --git a/source/includes/steps-add-auth-providers.yaml b/source/includes/steps-add-auth-providers.yaml
@@ -3,12 +3,12 @@ stepnum: 1
 ref: add-auth-charts-nav
 inherit:
   file: steps-source-admin-settings.yaml
-  ref: nav-charts-admin-settings
+  ref: nav-charts-auth-settings
 ---
 stepnum: 2
 ref: add-auth-providers
 level: 4
-title: "From the :guilabel:`Embedding Authentication Providers` section, click :guilabel:`Add New Provider`."
+title: "From the :guilabel:`Authentication providers` section, click :guilabel:`Add`."
 ---
 stepnum: 3
 ref: add-auth-providers-name
diff --git a/source/includes/steps-add-auth-stitch-tutorial.yaml b/source/includes/steps-add-auth-stitch-tutorial.yaml
@@ -3,7 +3,7 @@ stepnum: 1
 ref: add-auth-stitch-charts-nav
 inherit:
   file: steps-source-admin-settings.yaml
-  ref: nav-charts-admin-settings
+  ref: nav-charts-auth-settings
 ---
 stepnum: 2
 ref: add-auth-stitch-charts-admin
diff --git a/source/includes/steps-delete-auth-providers.yaml b/source/includes/steps-delete-auth-providers.yaml
@@ -3,12 +3,12 @@ stepnum: 1
 ref: delete-auth-charts-nav
 inherit:
   file: steps-source-admin-settings.yaml
-  ref: nav-charts-admin-settings
+  ref: nav-charts-auth-settings
 ---
 stepnum: 2
 ref: delete-auth-providers
 level: 4
-title: "From the :guilabel:`Embedding Authentication Providers` section, click :guilabel:`Delete` next to the provider you want to delete."
+title: "From the :guilabel:`Embedding providers` section, click :guilabel:`Delete` next to the provider you want to delete."
 ---
 stepnum: 3
 ref: delete-auth-providers-confirm
diff --git a/source/includes/steps-edit-auth-providers.yaml b/source/includes/steps-edit-auth-providers.yaml
@@ -3,12 +3,12 @@ stepnum: 1
 ref: modify-auth-charts-nav
 inherit:
   file: steps-source-admin-settings.yaml
-  ref: nav-charts-admin-settings
+  ref: nav-charts-auth-settings
 ---
 stepnum: 2
 ref: modify-auth-providers
 level: 4
-title: "From the :guilabel:`Embedding Authentication Providers` section, click :guilabel:`Edit Provider` next to the provider you want to modify."
+title: "From the :guilabel:`Embedding providers` section, click :guilabel:`Edit` next to the provider you want to modify."
 ---
 stepnum: 4
 ref: modify-auth-providers-details
diff --git a/source/includes/steps-embed-chart-verified.yaml b/source/includes/steps-embed-chart-verified.yaml
@@ -42,22 +42,21 @@ content: |
   it is not usable as-is. Continue with the subsequent steps to
   enable authenticated access.
 ---
-title: Go to :guilabel:`Charts Settings` to acquire an embedding key.
+title: Go to :guilabel:`Authentication Settings` to acquire an embedding key.
 ref: go-to-admin-settings
 level: 4
 content: |
 
-  Click the :guilabel:`Charts Settings` link below the HTML code
-  snippet in the modal window.
+  Click the link below the HTML code snippet in the modal window.
 
   .. note::
 
      You must be a :ref:`Project Owner <dashboard-permissions>` to
-     access the :guilabel:`Charts Settings` page. For users with the
-     Project Owner role, the :guilabel:`Charts Settings` link appears
-     in the top right corner of the |charts| UI. As a non-admin user,
-     you can still use embedded charts, but you will need to ask a
-     Project Owner for a key.
+     access the :guilabel:`Authentication Settings` page. For users 
+     with the Project Owner role, the link appears in the top-right 
+     corner of the |charts| UI. As a non-admin user, you can still use 
+     embedded charts, but you will need to ask a Project Owner for a 
+     key.
 ---
 title: Generate an embedding key.
 ref: generate-key
diff --git a/source/includes/steps-enable-embedding-iframe-verified.yaml b/source/includes/steps-enable-embedding-iframe-verified.yaml
@@ -37,21 +37,21 @@ content: |
   enable authenticated access.
 ---
 stepnum: 7
-title: Go to :guilabel:`Charts Settings` to acquire an embedding key.
+title: Go to :guilabel:`Authentication Settings` to acquire an embedding key.
 ref: go-to-admin-settings
 level: 4
 content: |
-  Click the :guilabel:`Charts Settings` link below the HTML code
-  snippet in the modal window.
+  a. If |charts-short| is not already displayed, click 
+     :guilabel:`Charts` in the navigation bar.
+  #. Click :guilabel:`Embedding` in the sidebar.
+  #. Click the :guilabel:`Authentication Settings` tab.
 
   .. note::
 
      You must be a :ref:`Project Owner <dashboard-permissions>` to
-     access the :guilabel:`Charts Settings` page. For users with the
-     Project Owner role, the :guilabel:`Charts Settings` link appears
-     in the top right corner of the |charts| UI. As a non-admin user,
-     you can still use embedded charts, but you will need to ask a
-     Project Owner for a key.
+     access the :guilabel:`Authentication Settings` page. As a 
+     non-admin user, you can still use embedded charts, but you will 
+     need to ask a Project Owner for a key.
 ---
 stepnum: 8
 title: Generate an embedding key.
diff --git a/source/includes/steps-source-admin-settings.yaml b/source/includes/steps-source-admin-settings.yaml
@@ -8,4 +8,14 @@ content: |
      :guilabel:`Charts` in the navigation bar.
   #. Click :guilabel:`Charts Settings` in the sidebar.
 
+---
+title: "Go to the :guilabel:`Authentication Settings` view."
+ref: nav-charts-auth-settings
+level: 4
+content: |
+
+  a. If |charts-short| is not already displayed, click 
+     :guilabel:`Charts` in the navigation bar.
+  #. Click :guilabel:`Embedding` in the sidebar.
+  #. Click the :guilabel:`Authentication Settings` tab.
 ...
diff --git a/source/includes/steps-view-auth-providers.yaml b/source/includes/steps-view-auth-providers.yaml
@@ -3,10 +3,10 @@ stepnum: 1
 ref: view-auth-charts-nav
 inherit:
   file: steps-source-admin-settings.yaml
-  ref: nav-charts-admin-settings
+  ref: nav-charts-auth-settings
 ---
 stepnum: 2
 ref: view-auth-providers
 level: 4
-title: "View the configured authentication providers in the :guilabel:`Embedding Authentication Providers` section."
+title: "View the configured authentication providers in the :guilabel:`Authentication providers` section."
 ...
diff --git a/source/manage-embedded-items.txt b/source/manage-embedded-items.txt
diff --git a/source/pricing.txt b/source/pricing.txt
diff --git a/source/welcome-experience.txt b/source/welcome-experience.txt
