DOCSP-27982 Import and Export Compass updates (#494)

* DOCSP-27982 import export updates

* DOCSP-27982
sizing updates

* DOCSP-27982 updates

* DOCSP-27982 update screenshots

* DOCSP-27982 update screenshots

* DOCSP-27982 internal feedback

Author: jocelyn-mendez1

source/images/compass/add-data-button.png

@@ -117,10 +117,13 @@ To import your formatted data into a collection:
 
 A progress bar displays the status of the import. If an error occurs
 during import, the progress bar turns red and an error message
-appears in the dialog. After successful import, the dialog closes and
+appears in the dialog. To see all errors, click :guilabel:`View Log`. 
+
+After successful import, the dialog closes and
 Compass displays the collection page containing the newly imported
 documents.
 
+
 Export Data from a Collection
 -----------------------------
 
@@ -134,11 +137,13 @@ pipeline results.
 Behavior
 ~~~~~~~~
 
-While it is possible to exclude documents by using a query filter,
-it is not possible to re-shape exported documents with a
-:ref:`project <query-bar-project>` document. Even when you specify a
-``project`` option in the query, |compass-short| still exports the
-entire document.
+- Avoid exporting to :guilabel:`CSV` files when possible. :guilabel:`CSV` files 
+  may lose type information and are not suitable for backing up your data.
+
+- You can use a query filter to export only the documents that match the filter.
+
+- You can use the :ref:`Project <query-bar-project>` field in the query bar to 
+  specify the fields to return or export. 
 
 Procedure
 ~~~~~~~~~
@@ -189,17 +194,38 @@ Procedure
 
          .. step:: Click :guilabel:`Export`.
 
-         .. step:: Choose the appropriate file type.
+         .. step:: Select the appropriate file type.
+
+            Under :guilabel:`Export File Type`, select either :guilabel:`JSON` 
+            or :guilabel:`CSV`. If you select :guilabel:`JSON`, you can expand 
+            the :guilabel:`Advanced JSON Format` dropdown and select from the 
+            following extended JSON formats:
+
+            .. list-table::
+               :header-rows: 1
+               :widths: 50, 50
+
+               * - JSON Format
+                 - Description
+
+               * - Default Extended JSON
+                 - A string format that avoids any loss of BSON type information. This 
+                   is the default |compass-short| setting.  
 
-            Under :guilabel:`Select Export File Type`, select either 
-            :guilabel:`JSON` or :guilabel:`CSV`. If you select :guilabel:`JSON`,
-            your data is exported to the target file as an array of JSON objects.
+               * - Relaxed Extended JSON
+                 - A string format that emphasizes readability and interoperability at 
+                   the expense of type preservation. That is, conversion from relaxed 
+                   format to BSON can lose type information.
 
-            Then, under :guilabel:`Output`, choose where to export the file to.
+                   .. warning::
+                
+                     This format is not recommended for data integrity. 
 
-            .. figure:: /images/compass/aggregation-export.png
-               :alt: Export Aggregation Data
-               :width: 70%
+               * - Canonical Extended JSON
+                 - A string format that emphasizes type preservation at the expense of 
+                   readability and interoperability. That is, conversion from canonical 
+                   to BSON will generally preserve type information except in certain 
+                   specific cases.
 
          .. step:: Click :guilabel:`Export`. 
 

source/images/compass/export-data-dialog-2.png

@@ -14,46 +14,38 @@ content: |
   :doc:`Collections </collections>` tab or click the collection in the
   left-hand pane.
 ---
-title: "Specify a filter in the Query Bar"
+title: Specify a filter in the :guilabel:`query bar`.
 level: 4
 ref: export-specify-filter
 content: |
   Specify a :ref:`filter <query-bar-filter>` in the 
   :ref:`query bar <compass-query-bar>` to export only the documents 
   which match the filter.
-
 ---
-title: Click :guilabel:`Collection` in the top-level menu and select 
-       :guilabel:`Export Collection`
+title: Click the :guilabel:`Export Data` dropdown and select :guilabel:`Export query results`.
 level: 4
 ref: export-collection
 content: |
-  .. figure:: /images/compass/export-data-filter-option-select.png
-     :alt: Export data select menu
-
-  |compass-short| displays the following dialog:
-
-  .. figure:: /images/compass/export-data-dialog-filter.png
-     :alt: Export data dialog
-     :width: 70%
-
   The top section of the export dialog displays the query
-  entered in the query bar. If you did not specify a query in the query 
-  bar, you can specify a query here.
-
+  entered in the query bar. 
 ---
 title: Select document fields to include in your exported file.
 level: 4
 ref: select-export-fields
 content: |
+
+  You can choose to export :guilabel:`All Fields` or :guilabel:`Select fields in table`.
+  In the query bar, you can also use the :guilabel:`Project` field to specify 
+  the fields to return or export.
+
   Only fields that are checked are included in the exported file.
 
   You can add document fields to include with the :guilabel:`Add Field` 
   button if the field you want to include is not automatically detected.
 
   .. figure:: /images/compass/export-data-dialog-2.png
+     :figwidth: 450px
      :alt: Export data dialog, step 2
-     :width: 70%
 
   .. note::
      
@@ -64,24 +56,45 @@ content: |
      For details on sampling, see :ref:`Sampling <sampling>`.
 
 ---
-title: Choose the appropriate file type.
+title: Select the appropriate file type.
 level: 4
 ref: click-file-type
 content: |
-  Under :guilabel:`Select Export File Type`, select either 
-  :guilabel:`JSON` or :guilabel:`CSV`. If you select :guilabel:`JSON`,
-  your data is exported to the target file as a comma-separated 
-  array of JSON objects.
+  Under :guilabel:`Export File Type`, select either :guilabel:`JSON` or :guilabel:`CSV`.
+  If you select :guilabel:`JSON`, you can expand the :guilabel:`Advanced JSON Format` dropdown 
+  and select from the following extended JSON formats:
 
-  Then, under :guilabel:`Output`, choose where to export the file to.
+  .. list-table::
+         :header-rows: 1
+         :widths: 50, 50
 
-  .. figure:: /images/compass/export-data-dialog-3.png
-     :alt: Export data dialog, step 3
-     :width: 70%
+         * - JSON Format
+           - Description
+
+         * - Default Extended JSON
+           - A string format that avoids any loss of BSON type information. This 
+             is the default |compass-short| setting.  
+
+         * - Relaxed Extended JSON
+           - A string format that emphasizes readability and interoperability at 
+             the expense of type preservation. That is, conversion from relaxed 
+             format to BSON can lose type information.
+
+             .. warning::
+                
+                This format is not recommended for data integrity. 
+
+         * - Canonical Extended JSON
+           - A string format that emphasizes type preservation at the expense of 
+             readability and interoperability. That is, conversion from canonical 
+             to BSON will generally preserve type information except in certain 
+             specific cases.
 
 ---
 title: Click :guilabel:`Export`.
 level: 4
 ref: click-export
-content: ""
+content: |
+
+  Choose where to export the file and click :guilabel:`Select`.
 ...

source/images/compass/export-data-option-select.png

@@ -14,62 +14,49 @@ content: |
   :doc:`Collections </collections>` tab or click the collection in the
   left-hand pane.
 ---
-title: Click :guilabel:`Collection` in the top-level menu and select 
-       :guilabel:`Export Collection`.
+title: Click the :guilabel:`Export Data` dropdown and select :guilabel:`Export the full collection`.
 level: 4
 ref: export-collection
-content: |
-  .. figure:: /images/compass/export-data-option-select.png
-     :alt: Export data select menu
-
-  |compass-short| displays the following dialog:
-
-  .. figure:: /images/compass/export-data-dialog-1.png
-     :alt: Export data dialog, step 1
-     :width: 70%
-
-  The export dialog initially displays the query entered in the query 
-  bar prior to export, if applicable. If no query was specified, this 
-  section displays a ``find`` operation with no parameters, which 
-  returns all documents in the collection.
-
-  To ignore the query filter and export your entire collection, select 
-  :guilabel:`Export Full Collection` and click 
-  :guilabel:`Select Fields`.
-
----
-title: Select document fields to include in your exported file.
-level: 4
-ref: select-export-fields
-content: |
-  Only fields that are checked are included in the exported file.
-
-  You can add document fields to include with the :guilabel:`Add Field` 
-  button if the field you want to include is not automatically detected.
-
-  .. figure:: /images/compass/export-data-dialog-2.png
-     :alt: Export data dialog, step 2
-     :width: 70%
-
 ---
-title: Choose a file type and export location.
+title: Select your file type.
 level: 4
 ref: click-file-type
 content: |
-  Under :guilabel:`Select Export File Type`, select either 
-  :guilabel:`JSON` or :guilabel:`CSV`. If you select :guilabel:`JSON`, 
-  your data is exported to the target file as a comma-separated 
-  array.
-
-  Then, under :guilabel:`Output`, choose where to export the file to.
-
-  .. figure:: /images/compass/export-data-dialog-3.png
-     :alt: Export data dialog, step 3
-     :width: 70%
 
+  You can select either :guilabel:`JSON` or :guilabel:`CSV`. If you select 
+  :guilabel:`JSON`, you can expand the :guilabel:`Advanced JSON Format` dropdown 
+  and select from the following extended JSON formats: 
+  
+  .. list-table::
+         :header-rows: 1
+         :widths: 50, 50
+
+         * - JSON Format
+           - Description
+
+         * - Default Extended JSON
+           - A string format that avoids any loss of BSON type information. This 
+             is the default |compass-short| setting.  
+
+         * - Relaxed Extended JSON
+           - A string format that emphasizes readability and interoperability at 
+             the expense of type preservation. That is, conversion from relaxed 
+             format to BSON can lose type information.
+
+             .. warning::
+                
+                This format is not recommended for data integrity. 
+
+         * - Canonical Extended JSON
+           - A string format that emphasizes type preservation at the expense of 
+             readability and interoperability. That is, conversion from canonical 
+             to BSON will generally preserve type information except in certain 
+             specific cases.
 ---
 title: Click :guilabel:`Export`.
 level: 4
 ref: click-export
-content: ""
+content: |
+
+  Choose where to export the file and click :guilabel:`Select`.
 ...

source/images/compass/import-csv-options.png

@@ -15,48 +15,27 @@ content: |
   left-hand pane.
 ---
 title: Click the :guilabel:`Add Data` dropdown and select 
-       :guilabel:`Import File`.
+       :guilabel:`Import JSON or CSV file`.
 level: 4
 ref: import-data
-content: |
-
-  .. figure:: /images/compass/add-data-button.png
-     :alt: Add data button
-
-  |compass-short| displays the following dialog:
-
-  .. figure:: /images/compass/import-data-dialog.png
-     :alt: Import data dialog
-     :width: 70%
-
 ---
-title: Select the location of the source data file under 
-       :guilabel:`Select File`.
+title: Select the appropriate file type.
 level: 4
 ref: click-file-location
-content: ""
-
----
-title: Choose the appropriate file type.
-level: 4
-ref: choose-file-type
 content: |
 
-  Under :guilabel:`Select Input File Type`, select either 
-  :guilabel:`JSON` or :guilabel:`CSV`. 
+  Select either a JSON or CSV file to import and click :guilabel:`Select`.
 
   If you are importing a CSV file, you may specify fields to import and 
   the types of those fields under :guilabel:`Specify Fields and Types`. 
-  The default data type for all fields is string.
 
   .. figure:: /images/compass/import-csv-options.png
+     :figwidth: 450px
      :alt: Select fields to import from a CSV file
-     :width: 70%
 
   To exclude a field from a CSV file you are importing, uncheck the 
   checkbox next to that field name. To select a type for a field, use 
   the dropdown menu below that field name.
-
 ---
 title: Configure import options.
 level: 4