View Issue Details

IDProjectCategoryView StatusLast Update
0005302SymmetricDS ProImprovementpublic2022-07-01 16:00
Reporteremiller Assigned Toemiller  
Status assignedResolutionopen 
Product Version3.13.0 
Target Version3.14.0 
Summary0005302: Improve first-time setup experience
DescriptionThere are a variety of changes that should be made to help guide users through the process of setting up SymmetricDS for the first time. Many of these changes involve the wizards. Possible changes include the following:

Node Setup Wizard
- Make it easier for the user to choose between a local node and a remote node
    - When setting up the 2nd node, select local node by default
    - Move the local node option to the top
    - Use fewer words
    - Make the icons better at highlighting the difference between local and remote
    - Make the local node option highlighted or bigger
    - Change "node" to "database"
- When opening the wizard from the Shortcuts panel on the Dashboard, select local node by default
- When selecting a node group, the option to add a new node group should always be there

Quick Config Wizard
- Change name to "Table Wizard"
- Ask "Do you want to set up tables in one direction or bidirectionally?"
- Make it clear that once tables are set up, SymmetricDS is only set up for change capture

Data Load Wizard
- Add labels for available tables and selected tables to the table selection screen
- If the user selects a group link for which no tables are configured, notify them and prevent them from continuing through the wizard
    - To go further, ask them if they want to set up tables and bring up the Table Wizard
- If the user selects no tables on the table selection screen, notify them and prevent them from continuing through the wizard

- If there's only one node, load into the Design tab instead of the Dashboard tab and provide additional instructions on the Design tab
- After setting up the 2nd node, make it clear that the user must set up their tables or else nothing will happen
- After setting up the 2nd node, immediately pop up the Table Wizard with wording similar to "Now it's time to set up your tables"
- Include the database type when selecting a node group (e.g., "client-001 (MySQL)")
- Add setup progress in a panel on the Dashboard tab
    - Progress would be in 4 parts: First node, second node, tables, and initial load
    - When progress reaches 100%, display a summary of the number of databases, tables, etc. that are configured
- Add buttons to the top of the Design tab
TagsNo tags attached.


There are no notes attached to this issue.

Related Changesets

SymmetricDS: 3.14 33ada1a4

2022-06-08 15:07:33


Details Diff
0005302: When a new node is being installed with a new node group, add bidirectional group links and routers Affected Issues
mod - symmetric-server/src/main/java/org/jumpmind/symmetric/web/ Diff File

SymmetricDS: 3.14 53d0ba88

2022-07-01 15:42:56


Details Diff
0005302: Updated user guide to reflect wizard changes Affected Issues
mod - symmetric-assemble/src/asciidoc/appendix/ Diff File
mod - symmetric-assemble/src/asciidoc/appendix/ Diff File
mod - symmetric-assemble/src/asciidoc/appendix/ Diff File
mod - symmetric-assemble/src/asciidoc/appendix/ Diff File
mod - symmetric-assemble/src/asciidoc/appendix/ Diff File
mod - symmetric-assemble/src/asciidoc/appendix/ Diff File
mod - symmetric-assemble/src/asciidoc/ Diff File
mod - symmetric-assemble/src/asciidoc/configuration/ Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/bigquery-advanced-settings.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/bigquery-database-settings.png Diff File
rm - symmetric-assemble/src/asciidoc/images/appendix/elasticsearch-advanced-settings.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/elasticsearch-node-setup.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/kafka-advanced-settings.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/kafka-node-setup.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/mongodb-setup-4.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/mongodb-setup-5.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/opensearch-advanced-settings.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/opensearch-node-setup.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/snowflake-advanced-settings-aws-s3.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/snowflake-advanced-settings-azure.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/snowflake-advanced-settings-snowflake-managed.png Diff File
mod - symmetric-assemble/src/asciidoc/images/appendix/snowflake-database-settings.png Diff File
mod - symmetric-assemble/src/asciidoc/images/configure-overview.png Diff File
mod - symmetric-assemble/src/asciidoc/images/import-wizard-profile.png Diff File
mod - symmetric-assemble/src/asciidoc/images/manage/manage-load-data-full-partial-before.png Diff File
mod - symmetric-assemble/src/asciidoc/images/manage/manage-load-data-source-target.png Diff File
mod - symmetric-assemble/src/asciidoc/images/manage/manage-load-data-summary.png Diff File
mod - symmetric-assemble/src/asciidoc/images/manage/manage-load-data-tables.png Diff File
add - symmetric-assemble/src/asciidoc/images/manage/manage-load-data-where-clauses.PNG Diff File
mod - symmetric-assemble/src/asciidoc/images/manage/manage-load-only-driver.png Diff File
mod - symmetric-assemble/src/asciidoc/images/manage/manage-load-only.png Diff File
mod - symmetric-assemble/src/asciidoc/images/manage/manage-nodes-push-registration.png Diff File
mod - symmetric-assemble/src/asciidoc/images/triggers/triggers-auto-create.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-config/wizard-config-client-server.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-config/wizard-config-server-client.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-config/wizard-config-start.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-config/wizard-config-verify.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-config.PNG Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-database-2.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-database.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-external.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-group.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-host-2.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-host.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-install.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-menu.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-permissions.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-ready.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-reg-url.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-remote.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-second.png Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-connect-user.png Diff File
add - symmetric-assemble/src/asciidoc/images/wizard-connect/wizard-node-setup.PNG Diff File
mod - symmetric-assemble/src/asciidoc/images/wizard-node-setup.png Diff File
mod - symmetric-assemble/src/asciidoc/ Diff File
mod - symmetric-assemble/src/asciidoc/manage/ Diff File
mod - symmetric-assemble/src/asciidoc/manage/ Diff File
mod - symmetric-assemble/src/asciidoc/setup/ Diff File
mod - symmetric-assemble/src/asciidoc/setup/ Diff File
mod - symmetric-assemble/src/asciidoc/setup/ Diff File
mod - symmetric-assemble/src/asciidoc/setup/ Diff File
mod - symmetric-assemble/src/asciidoc/setup/ Diff File
mod - symmetric-assemble/src/asciidoc/tutorials/ Diff File

Issue History

Date Modified Username Field Change
2022-05-18 13:29 emiller New Issue
2022-05-18 13:29 emiller Status new => assigned
2022-05-18 13:29 emiller Assigned To => emiller
2022-05-18 18:39 emiller Description Updated View Revisions
2022-06-08 16:00 Changeset attached => SymmetricDS 3.14 33ada1a4
2022-07-01 16:00 Changeset attached => SymmetricDS 3.14 53d0ba88