newrelic / nr1-cloud-optimize

NR1 Cloud Optimize allows you to Identify right-sizing opportunities and potential savings of your AWS, GCP, and Azure instances across your cloud environment.
https://discuss.newrelic.com/t/cloud-optimizer-nerdpack/82936
Apache License 2.0
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Main Page - Get Started Guide #116

Closed aso1124 closed 1 year ago

aso1124 commented 1 year ago

This task encapsulates the work required to update the Get Started Guide, identified as part of the Cloud Optimize UI Refresh project.

Please see the project README for more details on this initiative.

Kav91 commented 1 year ago

@aso1124 test link: https://onenr.io/0LwG6gdYpQ6

aso1124 commented 1 year ago

Update the Quickstart steps and wording:

  1. Create a workload (optional)

Cloud Optimize uses Workloads to analyze specific sets of entities. Workloads allow you to group related entities, using logical categories such as cloud region, business capability, or business owner. If the grouping of entities that you need does not yet exist, go ahead click "Create a workload" now. If the the Workloads you need have already been created, move on to the next step.

  1. Create a collection

While Workloads are used to efficiently target logically related groups of entities, a Cloud Optimize collection allows you to assemble one or more Workloads together for analysis. Click on "Create collection" to select the Workloads you need to include. If the Workload you need isn't listed, return to the previous step to create it.

  1. Analyze the collection

Your collection should now show up in the collections table. At the end of the row for your collection, click on the '...' to see the set of available actions. Run an analysis by selecting either the "Run (analyze past 7 days)" or "Run with time range" options. If your collection contains a large workload, the analysis may take some time to process.

  1. View the Results

Once the analysis is complete, a "Results" option will now be available as an action for your collection (click on '...' in the table row). Select "Results" to see the optimization and cost analysis generated for your collection! If you would like to change the settings used in the analysis, use the "Edit Optimization Config" or "Edit Suggestions Config" actions for your collection.

And remove the "Improve your stack" step

Create workload button

Would it be possible to open the Workloads create flow in either a stacked nerdlet or (at worst) a new tab?

Quick Start visibility

Move to a separate panel (not the expand/collapse menu) Tie Quick Start display to User. Show Quick Start by default to all users. The user can either close the panel for now (an X in the top right), or choose to dismiss the panel permanently (a button at the bottom?). The Quick Start will be automatically displayed on mount until the user chooses to dismisses it permanently - at that point the Quick Start will no longer be accessible, and the user will simply leverage the Create Collection flow.

@Kav91

aso1124 commented 1 year ago

@Kav91 - I think the wording helps (what do you think?), but is a bit dense ..

Can we update to include a few line breaks in the text to help with readability, and see how it looks (there should be space separating them, not just a new line break, basically as below). Also, there was a typo in the "Create a workload" text, so can you update with the text below for that also?

  1. Create a workload (optional)

Cloud Optimize uses Workloads to analyze specific sets of entities. Workloads allow you to group related entities, using logical categories such as cloud region, business capability, or business owner.

If the grouping of entities that you need does not yet exist, click "Create a workload" now.

If the the Workloads you need have already been created, move on to the next step.

  1. Create a collection

While Workloads are used to efficiently target logically related groups of entities, a Cloud Optimize collection allows you to assemble one or more Workloads together for analysis.

Click on "Create collection" to select the Workloads you need to include. If the Workload you need isn't listed, return to the previous step to create it.

  1. Analyze the collection

Your collection should now show up in the collections table. At the end of the row for your collection, click on the '...' to see the set of available actions.

Run an analysis by selecting either the "Run (analyze past 7 days)" or "Run with time range" options.

If your collection contains a large workload, the analysis may take some time to process.

  1. View the Results

Once the analysis is complete, a "Results" option will now be available as an action for your collection (click on '...' in the table row).

Select "Results" to see the optimization and cost analysis generated for your collection!

If you need to change the settings used in the analysis, use the "Edit Optimization Config" or "Edit Suggestions Config" actions for your collection.

aso1124 commented 1 year ago

@Kav91 I think this is still work in progress, but some other thoughts: