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chore: update the canvas readme (#23296)
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# kibana-canvas
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# Canvas
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"Never look back. The past is done. The future is a blank canvas." ― Suzy Kassem, Rise Up and Salute the Sun
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### Getting Started
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## Getting Started
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Use the following directory structure to run Canvas:
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Canvas is included with X-Pack and requires a Basic license or better to use.
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To run Canvas from dev mode, you'll need to build the Canvas plugins at least once. To do so, use the following command:
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```bash
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$ ls $PATH_TO_REPOS
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├── kibana
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└── kibana-extra/kibana-canvas
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yarn kbn run build:plugins --include canvas
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```
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Setup `kibana` and `elasticsearch`. See instructions [here](https://github.com/elastic/kibana/blob/master/CONTRIBUTING.md#setting-up-your-development-environment).
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### Developing in Canvas
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Fork, then clone the [Canvas](https://github.com/elastic/kibana-canvas) repo into `kibana-extra/` and change directory into it.
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Canvas has its plugin build process, so if you are planning to work on any of the plugin code, you'll need to use the plugin build process.
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**If you are not working on Canvas plugins, you can just start Kibana like normal, as long as you ran the build command above at least once**.
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The easiest way to do develop on Canvas and have the plugins built automatically is to cd into the canvas plugin path and start the process from there:
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```bash
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# cd kibana-extra/
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git clone https://github.com/[YOUR_USERNAME]/kibana-canvas.git
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cd kibana-canvas
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```
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Install dependencies
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```bash
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# in kibana-canvas/
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yarn kbn bootstrap
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```
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Start Canvas
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```bash
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# in kibana-canvas/
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# while in kibana/
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cd x-pack/plugins/canvas
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yarn start
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```
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### Feature Questions
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There are several other scripts available once you are in that path as well.
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- `yarn build:plugins` - local alias to build Canvas plugins, an alternative to use `kbn`.
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- `yarn lint` - local linter setup, can also be used with the `--fix` flag for automatic fixes.
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- `yarn test` - local test runner, does not require a real Kibana instance. Runs all the same unit tests the normal runner does, just limited to Canvas, and *waaaaaay* faster.
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- `yarn test:dev` - Same as above, but watches for changes and only runs tests for the given scope (browser, server, or common).
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## Feature Questions
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**Why are there no tooltips**
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We've opted for always available data labels instead, for now. While there exists much functionality that can be used for analytical purposes in Canvas our core concern in presentational. In a hands-off presentation format, such as a report or a slideshow, there is no facility for user to mouseover a chart to see a tooltip; data labels are a better fit for us.
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### Background
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## Background
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**What is Kibana Canvas?**
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**What is Canvas?**
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Kibana Canvas is a new visualization application on top of Elasticsearch data. Canvas is extremely versatile, but particularly differentiating example use cases include live infographics, presentations with live-updating charts, and highly customized reports.
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Canvas is a new visualization application on top of Elasticsearch data. Canvas is extremely versatile, but particularly differentiating example use cases include live infographics, presentations with live-updating charts, and highly customized reports.
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**Why did we build it? How does this align with the larger Kibana vision?**
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@ -62,123 +59,14 @@ While both can be used as a way to build up reports, Canvas and Dashboard have d
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**Where can I see a demo of Canvas?**
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Internal demo at dev demo day (starts at 00:02:04)
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https://drive.google.com/file/d/0B1QVAZnA-FxtdGNNRW9vY09fTkE/view
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Elasticon 2017 keynote (starts at 01:27:00): https://www.elastic.co/elasticon/conf/2017/sf/opening-keynote
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Elasticon 2017 keynote (starts at 01:27:00)
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https://www.elastic.co/elasticon/conf/2017/sf/opening-keynote
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Shane Connelly's SQL webinar: https://www.elastic.co/webinars/introduction-to-elasticsearch-sql
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**How can I get an early build?**
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No internal build available yet.
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Check the technical previews out, see http://canvas.elastic.co/stories/installing.html
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**OK, fine, be like that. Where can I get screenshots?**
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**Where can I get screenshots?**
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If you want a stream of conciousness of the absolute latest development, scroll to the end of Rashid's "blog issue"
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https://github.com/elastic/kibana-canvas/issues/109
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Screenshots from the ElasticON talk are available here:
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https://drive.google.com/drive/u/0/folders/0B1DdqIqU4qUNZklhU0xaM1lRYUE
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### Engineering
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**Where does Canvas code live?**
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For now all of the code lives in this repo: https://github.com/elastic/kibana-canvas
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**Where can I find Canvas milestones / roadmap?**
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Some notes [here](https://docs.google.com/document/d/1UPHeTqugEo0CbCKGK-afNK1iEbQtWQv6t7DTDumRY14/edit?pli=1#), permanent place TBD. The roadmap is, as usual, subject to change.
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**How will embeddability work? Will it be possible to embed visualizations (including Timelion and TSVB) in Canvas? Will it be possible to embed Canvas visualizations in Dashboard?**
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We plan to allow for saved Kibana visualizations to be embedded within Canvas. Going the other direction is less certain and requires review of the benefits, engineering and tradeoffs.
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**How will Canvas work with “Dashboard only” mode?**
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Canvas work pads have an editable and non-editable mode. In dashboard only mode there will be no option to enable editing of the work pad.
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**How will Canvas work with reporting?**
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We plan to allow Canvas work pads to be exportable to PDF via reporting. Canvas pages can be setup as paper-sized to allow for pixel perfect printing
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### Go-to-market
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**Will this be Open Source? Basic? Gold? Platinum?**
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The current plan is X-Pack Basic (not to share externally). Some parts and plugins may be open source but the core will part of X-Pack
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**We demoed this internally and then at Elastic{ON}, and it looked pretty finished. When will this be released in GA?**
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What you saw in the previous demos was a well-polished prototype. There are still a number of important engineering considerations to work out, which we are in the process of doing, so GA is TBD.
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**What are the next planned milestones?**
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Refer to details of planned milestones [here](https://docs.google.com/document/d/1UPHeTqugEo0CbCKGK-afNK1iEbQtWQv6t7DTDumRY14/edit?pli=1#).
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**Will there be an internal and external testing / beta testing period?**
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Yes, here is the tentative release process for Milestone 1
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- Internal release (a few weeks?)
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- Goal: Make Milestone 1 candidate build good enough that we could release it publicly if we so choose, but to get feedback internally first
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- Decide if it’s good enough for public release
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- Public “research” build (a couple of months?)
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- Goal: Fast iterations as feedback comes in (daily, if necessary)
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- Separate plugin that requires X-Pack
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- We’ll enforce it on the plugin layer, so it won't install or run without x-pack, but it will be distributed separately
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- Public beta or GA distributed with the stack
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- Details TBD
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### Contact
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**Who should I contact internally to talk about Canvas engineering or go-to-market questions?**
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Canvas is a functional area within Kibana with Rashid Khan as lead, Joe Fleming as engineer, and Alex Francouer & Tanya Bragin as product managers.
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**Can customers that saw a demo at Canvas at Keynote provide feedback and get an update?**
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Absolutely. Kibana team is open to feedback on the concept of Canvas. Please contact pm@elastic.co to schedule a conversation about your use case and how you envision using Canvas.
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### Releases
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Releases are uploaded to AWS S3. These instructions assume you have already setup MFA and have installed the AWS CLI tools. To get your release credentials run:
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```
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aws sts get-session-token --serial-number <AWS Assigned MFA Device ID> --token-code <Token Code>
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```
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You can find the MFA Device ID at:
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```
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AWS Console -> IAM -> Find your username -> Security Credentials -> Assign MFA Device (string starting with arn:aws....)
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```
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That will dump something that looks like:
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```
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[default]
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{
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"Credentials": {
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"SecretAccessKey": "<Your new secret access key>",
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"SessionToken": "<Your new big long session token>",
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"Expiration": "2018-01-31T09:22:34Z",
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"AccessKeyId": "<Your new access key id>"
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}
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}
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```
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You can then move this information to your `~/.aws/credentials` file:
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```
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[default]
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aws_secret_access_key = <Your new secret access key>
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aws_session_token = <Your new big long session token>
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aws_access_key_id = <Your new access key id>
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```
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To publish the release run:
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```
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npm run release
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```
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If you want a stream of conciousness of the absolute latest development, check out the technical preview microsite at http://canvas.elastic.co/
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