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[Fleet] Improve UX for adding integrations and agents #99033

Open mostlyjason opened 3 years ago

mostlyjason commented 3 years ago

We want to improve the UX for the user flows of adding integrations and agents. Can we simplify the agent policy concept even more? How can we make it easier for users to add agents after adding an integration?

User journeys

  1. I want to observe nginx servers for the first time in elastic stack
    1. Browse and select nginx
    2. Shows the configuration UI with default policy in it
    3. Should we be suggesting to change the policy?
    4. Should we be creating a new policy by default when someone chooses host based integration without any prior integration policies created
    5. Configure nginx
    6. Click Save
    7. Show integration policies page
    8. Somewhere on the page, show a way to add an agent
    9. See data
  2. I am observing nginx with default policy and now I want to observe mySQL
    1. Browse MySQL and click the tile
    2. Shows the configuration UI with default policy selected
    3. Prompt to change policy
  3. I added another nginx server and want to collect the data from this new server in the same way as I am from other nginx servers
    1. Manage Integrations
    2. Choose nginx-1
    3. See the integration policy
    4. Option to Add agent
    5. Show Steps to add an agent
    6. Restrict them from changing agent policy
    7. When done, see the data
  4. I added another nginx server and want a different way to collect data from these new servers than what I added before
  5. I also want to protect my nginx web servers by enabling endpoint protection on them
  6. I want to view analytics assets of already installed integrations
  7. I want to change an nginx configuration for a subset of existing nginx servers
    1. Advanced use case
    2. Currently not enabled?
    3. You need to create separate agent policy with different nginx policy and then apply the agents from old agent policy to this new policy
  8. I want to just add agents on to my hosts to collect system data and then once I install nginx server on a subset of the hosts, I want to collect nginx observability data from them
elasticmachine commented 3 years ago

Pinging @elastic/fleet (Team:Fleet)

mostlyjason commented 3 years ago

@johnbarrierwilson I didn't see a tracking issue for the project we're working on so I filed one. Feel free to add to it, adjust it, etc.