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Improvements for the Index basics overview page#5279

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5221-index-wayfinding
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Improvements for the Index basics overview page#5279
yetanothertw wants to merge 4 commits intomainfrom
5221-index-wayfinding

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@yetanothertw yetanothertw commented Feb 24, 2026

Summary

Fixes #5221

Problem statement

At present the Index basics page includes a collection of content types. It performs the following tasks:

  • Defines what an index is; explains documents, metadata, mappings (Conceptual overview)
  • Introduces the Index Management UI and lists required permissions (How-to)
  • Includes screenshots + instructions for the Indices view (stack & serverless variants) (How-to)
  • Includes screenshots + instructions for data streams, index templates views (How-to)
  • Includes a step-by-step tutorial: create an index template (Tutorial)
  • Includes screenshots + instructions for component templates and enrich policies (How-to)

Another problematic page is the parent Data store overview page that needs to be edited in tandem as it should be providing more wayfinding guidance for the other related topics in this section (templates, mappings, aliases, data streams, and so on).

Changes

WIP

Generative AI disclosure

  1. Did you use a generative AI (GenAI) tool to assist in creating this contribution?
  • Yes
  • No

Used Claude 4.6 Opus High to check and update links

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github-actions bot commented Feb 24, 2026

Vale Linting Results

Summary: 1 warning, 6 suggestions found

⚠️ Warnings (1)
File Line Rule Message
solutions/observability/apm/explore-data-in-elasticsearch.md 21 Elastic.Latinisms Latin terms and abbreviations are a common source of confusion. Use 'using' instead of 'via'.
💡 Suggestions (6)
File Line Rule Message
deploy-manage/monitor/orchestrators/ece-monitoring-ece-set-retention.md 48 Elastic.Clone Use Clone only when referring to cloning a GitHub repository or creating a copy that is linked to the original. Often confused with 'copy' and 'duplicate'.
explore-analyze/alerts-cases/watcher/watcher-ui.md 40 Elastic.WordChoice Consider using 'refer to (if it's a document), view (if it's a UI element)' instead of 'See', unless the term is in the UI.
manage-data/data-store.md 16 Elastic.Versions Use 'and later' instead of 'and higher' when referring to versions.
manage-data/data-store/index-management.md 269 Elastic.WordChoice Consider using 'run, start' instead of 'execute', unless the term is in the UI.
manage-data/data-store/templates/index-template-management.md 15 Elastic.Wordiness Consider using 'all' instead of 'all of '.
manage-data/ingest/transform-enrich/set-up-an-enrich-processor.md 64 Elastic.WordChoice Consider using 'run, start' instead of 'execute', unless the term is in the UI.

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* To show details click the policy name.
* To perform operations, click the policy name or use the buttons in the **Actions** column.
* To create new policies, use the **Create enrich policy** wizard.
* **Naming and aliases**: Use clear index naming patterns and [aliases](/manage-data/data-store/aliases.md) to simplify query targets and support index changes with minimal disruption.
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Suggested change
* **Naming and aliases**: Use clear index naming patterns and [aliases](/manage-data/data-store/aliases.md) to simplify query targets and support index changes with minimal disruption.
* **Naming and aliases**: Use clear naming patterns for your indices and [aliases](/manage-data/data-store/aliases.md) to simplify query targets and support index changes with minimal disruption.

Otherwise, I think it could be interpreted that one should use both i) clear index naming patterns, and ii) aliases. Whereas I think the intention is that they both be named intuitively.

* **Index or data stream**: Use a regular index when you need frequent updates or deletes. Use a [data stream](/manage-data/data-store/data-streams.md) for append-only timestamped data such as logs, events, and metrics.

You must execute a new enrich policy before you can use it with an enrich processor or {{esql}} query. When executed, an enrich policy uses enrich data from the policy's source indices to create a streamlined system index called the enrich index. The policy uses this index to match and enrich incoming documents.
## Next steps
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"Next steps" to me suggests that the previous part of the doc had a series of steps, but it's mostly conceptual rather than task. I'm not sure what to suggest though. Maybe "Start working with indices", "Learn more", "What's next?". It's also okay as is. :-)

@@ -0,0 +1,275 @@
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I like the idea of breaking this management content off into a separate page. 👍

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Improve the Index basics overview page

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