Meridian includes an Onboarding Wizard that launches the first time a user logs in. The Onboarding Wizard provides an overview of:
- Connectors (for Admin users only)
- Data Sources
- Dashboards
- SmartLabels
- Actions
- Queries
You can skip the onboarding wizard at any time.
- To skip the Onboarding Wizard, click the Skip button on any wizard modal page.
You can also re-run the Onboarding Wizard on demand.
- To re-run the Onboarding Wizard, go to the User Preferences menu (down-arrow icon in the upper right) and select Restart Onboarding Wizard.
- The first modal page of the Onboarding Wizard (the Welcome modal page) will appear in your current page. However, the next modal page of the Onboarding Wizard will navigate to the corresponding page in Meridian.
- For Admin users, the Onboarding Wizard navigates to the Connectors page.
- For non-Admin users, the Onboarding Wizard navigates to the Data Sources page.
Workflow of the Onboarding Wizard #
- Upon initial login or when you choose to re-run the Onboarding Wizard, the Welcome modal page appears:
- Notice that the Welcome modal page and each page in the Onboarding Wizard includes:
- A link to relevant documentation
- Skip button
- Next button
- After clicking Next, the Connectors modal page appears (for Admin users). This modal page provides a description of Connectors, the integrations that ingest data from the solutions in your environment:
- After clicking Next, the Filter by group modal page appears (for Admin users). This modal page shows how to filter the list of Connectors:
- After clicking Next, the Data Sources modal page appears (for all users). This modal page shows how to view the data ingested by Connectors:
- After clicking Next, the Inspect Fields modal page appears (for all users). This modal page shows how to drill down into the Data Sources page for details about the data ingested by Connectors:
- After clicking Next, the Dashboards modal page appears. This modal page describes the features of Meridian dashboards:
- After clicking Next, the Add a Dashboard modal page appears. This modal page describes how to pin dashboards and how to clone dashboards:
- After clicking Next, the SmartLabels modal page appears. This modal page describes SmartLabels and their use cases:
- After clicking Next, another SmartLabels modal page appears. This modal page highlights a specific SmartLabel and describes how to use it:
- After clicking Next, the Actions modal page appears. This modal page describes the Actions, Meridian’s no-code automations:
- After clicking Next, the Query your data modal page appears. This modal page describes the Meridian Query Tool that allows you to filter data and provide data for Dashboards, SmartLabels, and Actions:
