• Icon: Epic Epic
    • Resolution: Done
    • Icon: Major Major
    • 1.7.0
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    • UI
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    • [UI] Add Quick start to home page plugin
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    • In Progress
    • RHIDP-6928 - First time onboarding - quickstart for platform engineers
    • QE Needed, Docs Needed, TE Needed, Customer Facing, PX Needed
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      = Quick start for platform engineers

      {product-very-short} 1.7 introduces the new Administrator Quick Start guide, a feature designed to streamline the initial setup and configuration process for platform engineers. This guided, interactive experience appears automatically on an administrator's first login, providing clear, step-by-step instructions for essential platform tasks. The goal is to significantly reduce onboarding time and help you configure your {product-very-short} instance with confidence.

      Quick start tracks your progress, offers context-aware help that follows you across configuration pages, and can be dismissed and reopened from the header at any time. This guide ensures a confident, efficient, and structured onboarding experience. Note that when permissions are enabled, this feature is currently available for administrators only, with support for other roles planned for future versions.
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      = Quick start for platform engineers {product-very-short} 1.7 introduces the new Administrator Quick Start guide, a feature designed to streamline the initial setup and configuration process for platform engineers. This guided, interactive experience appears automatically on an administrator's first login, providing clear, step-by-step instructions for essential platform tasks. The goal is to significantly reduce onboarding time and help you configure your {product-very-short} instance with confidence. Quick start tracks your progress, offers context-aware help that follows you across configuration pages, and can be dismissed and reopened from the header at any time. This guide ensures a confident, efficient, and structured onboarding experience. Note that when permissions are enabled, this feature is currently available for administrators only, with support for other roles planned for future versions.
    • Feature
    • Done

      EPIC Goal

      The new Quick Start plugin for RHDH provides a guided, interactive onboarding experience specifically for administrators. It automatically appears on first login, offering clear, step-by-step instructions for essential setup tasks.

      Background/Feature Origin

      RHIDP-6928

      Why is this important?

      Improve the on-boarding experience and avoid "empty catalog issues".

      Dependencies (internal and external)

      The content, see other epics in RHIDP-7015

      Acceptance Criteria

      • As a first-time RHDH administrator, I want the Quick Start guide to automatically appear upon my initial login, so that I can immediately begin configuring essential platform settings.
      • As a non administrator, I should not see the quickstart (This will be in RHD 1.8)
      • As an RHDH administrator, I want the Quick Start guide to present clear, step-by-step instructions with relevant links for admin-specific tasks, so that I can efficiently set up RHDH.
      • As an RHDH administrator, I want the Quick Start guide to track my progress through the setup steps, so that I can easily resume or review my configuration at any time.
      • As an RHDH administrator, I want to see a progress bar or indicator showing my overall completion of the Quick Start guide, so that I can easily view my progress.
      • As an RHDH administrator, I want a step to be marked as complete once I click on a last step button, automatically updating my progress.
      • As an RHDH administrator, I want all steps within the Quick Start guide to be closed by default when it first appears, so that I can choose which sections to expand and focus on.
      • As an RHDH administrator, when I open a step within the Quick Start guide, I want it to remain open until I explicitly close it or open another step, so that I can easily follow the instructions.
      • As an RHDH administrator, I want only one step to be open at a time within the Quick Start guide, so that I can focus on the current task without distraction.
      • As an RHDH administrator, when I click on a button of a specific step that directs to another page, I want the relevant Quick Start guide to appear alongside the plugin's page, so that I can follow instructions contextually without losing my place.
      • As an RHDH administrator, I want to be able to close the Quick Start guide, and have it remain hidden on subsequent sessions until I explicitly re-open it from the header.
      • As an RHDH administrator, when I open the Quick Start guide from the header, I want it to remain visible across all pages and sessions until I explicitly close it.
      • As an RHDH administrator, after closing the Quick Start guide, I want to see a tooltip in the header indicating where I can re-open it, so that I can easily find it again when needed.
      • As an RHDH administrator, if a Floating Action Button (FAB) is enabled on a page, I want it to appear on the page and not be obscured by or overlap the Quick Start guide's docked display, so that all interactive elements are clearly accessible.
      • e2e tests as part of RHDH repo that checks that the actual content is loaded

      Designs

      Open questions:

      1. The content will be "hard-coded" into the home page plugin? Where do we store videos and how do we ship them?
        • Christophe on Apr 15th: Could be hard coded, maybe the content can be loaded from a local YAML. Expect content and links, not videos in the first version.
      2. Can we use https://backstage.io/docs/reference/plugin-user-settings/ to store the progress and of the quick start card should be shown or not?
        • Christophe on Apr 15th: It's enough to save the data per user. It's not required to save the progress between multiple admins because in the most cases just one admin will setup a new cluster.
      3. Does it make sense to reuse something from https://www.patternfly.org/extensions/quick-starts? Maybe the format?
      4. Will the docs team create the videos or?
        • Christophe on Apr 15th: Let us start with text and links and we'll investigate our optiosn for the video problem when we have one.
      5. Upon clicking CTA for jumping to a plugin, should the quickstart be visible in the plugin or is it something we want currently only in homepage?
        • Christophe on Apr 15th: The new quick start should be visible also when the user clicks in one of the card on a link like "Configure RBAC". So it should not be just visible as a card on the homepage.

              divgupta Divyanshi Gupta
              cjerolim Christoph Jerolimov
              RHIDP - Frontend Plugins & UI
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