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Update Security integration steps for direct Add integration navigation - #9056

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8153-integration-tile-steps-part-2

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@vishaangelova vishaangelova commented Oct 27, 2026 •

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Relates to #8153. Part of a set of PRs for this issue, split by docs set:

  • #9055: the integration policy and agent policy pages, and a new page, Open an integration's details, that other pages link to
  • This PR: Security pages
  • #9251: Fleet and ingest pages
  • #9252: Observability pages

The PRs don't depend on each other and can merge in any order. Close #8153 after all four merge.

Summary

Two UI changes affect the steps for adding an integration:

  • Starting in 9.6 (and in Serverless), selecting an integration tile opens the Add page directly instead of the integration's details page (kibana#299010). This includes the tiles in Observability and Security onboarding, which use the same Fleet card logic.
  • The Ready to add your first integration? page was removed in 9.3.6, 9.4.3, and 9.5.0 (kibana#271801). In earlier releases, it only appears on Elastic Cloud when no agents are enrolled yet, and never for a few integrations with their own setup flow, such as Elastic APM.

How the steps change

  • "Click Add " becomes "If the integration's Overview page opens, click Add ." The next step is the same in every version, so there's no badge.
  • "If the Ready to add your first integration? page opens, click Add integration only (skip agent installation)." This step has no applies_to badge on purpose. Even in the releases that still have it, the page only appears under the conditions above, so the step must stay conditional either way. Readers who don't see the page skip the step, and everyone reaches the same configuration page next. A badge would only add noise. Where this step was a tip or note, it's now a numbered step, because readers who see that page can't continue without it.
Changes

13 pages: CSPM, KSPM, CNVM, asset discovery, third-party response actions, ingesting data, Elastic Defend install, and the get-started guides for SIEM and endpoint security.

  • Elastic Defend install page: the Integrations page screenshot is removed, because it shows the old tile layout.
  • Get-started guides: a new first step expands Add data with integrations before selecting Elastic Defend, because that card on the Get started page starts collapsed in every version.

Not changed: the Elastic GovCloud and Firehose pages, because those integrations still open their details page.

Generative AI disclosure

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

Tool(s) and model(s) used: Cursor with Claude Opus 5.5

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@vishaangelova vishaangelova linked an issue Oct 27, 2026 that may be closed by this pull request
@vishaangelova vishaangelova changed the title Reword 'Add <integration>' steps for direct Add integration navigation Update integration steps and links for direct Add integration navigation Nov 6, 2026
@vishaangelova
vishaangelova force-pushed the 8153-integration-tile-steps-part-2 branch from a40afda to 9454a95 Compare November 6, 2026 10:27
@vishaangelova vishaangelova changed the title Update integration steps and links for direct Add integration navigation Update integration steps and links for the new Add integration flow Nov 6, 2026
@vishaangelova
vishaangelova force-pushed the 8153-integration-tile-steps-part-2 branch from 9454a95 to 0e9cbb3 Compare November 6, 2026 10:31
@vishaangelova vishaangelova changed the title Update integration steps and links for the new Add integration flow Reword 'Add <integration>' steps for direct Add integration navigation Nov 6, 2026
@vishaangelova
vishaangelova force-pushed the 8153-integration-tile-steps-part-2 branch from 0e9cbb3 to 4043e60 Compare November 6, 2026 10:58
@vishaangelova vishaangelova changed the title Reword 'Add <integration>' steps for direct Add integration navigation Update Security integration steps for direct Add integration navigation Nov 6, 2026
@vishaangelova
vishaangelova force-pushed the 8153-integration-tile-steps-part-2 branch 2 times, most recently from 2a0d87e to cbeedf8 Compare November 6, 2026 11:26
vishaangelova and others added 2 commits November 6, 2026 12:44
…all steps

Co-authored-by: Cursor <cursoragent@cursor.com>
@vishaangelova
vishaangelova force-pushed the 8153-integration-tile-steps-part-2 branch from c31a150 to d9ccf32 Compare November 6, 2026 11:45
@vishaangelova
vishaangelova marked this pull request as ready for review November 6, 2026 11:45
@vishaangelova
vishaangelova requested a review from a team as a code owner November 6, 2026 11:45
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github-actions Bot commented Nov 6, 2026

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Docs review summary

Issue satisfaction

Satisfied for the Security pages. The 13 pages in the diff update the integration tile steps for the direct Add page navigation, as described in #8153. The Fleet, Observability, and integration policy pages are covered by the sibling PRs listed in the description.

Review coverage
  • Content type: how-to and get-started procedures. The conditional steps fit the surrounding step pattern.
  • Checked: user focus, technical accuracy, applicability, maintainability, language, and style.
  • Not checked: UI labels: not verified. The labels are Add data with integrations, Ready to add your first integration?, and Add integration only (skip agent installation). I didn't check the product source. The version claims for kibana#299010 and kibana#271801 rely on the PR description and weren't checked against those PRs.

Generated from Docs review agent · ◷

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[Internal]: Update references to integration tiles UX

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