DOCSP-47557 Refactors projects section (#236)

* DOCSP-47557 Refactors projects section

* Revise landing page content

* Moves projects section based on PM feedback

* Remove plural

* Responds to comments

* Converts home guilabel to lg icon

* Update UL list spacing in application settings

* Small tweaks

* Responds to comments

Author: jwilson-mdb

source/database-connections/database-connections.txt

@@ -65,4 +65,3 @@ For more information, see :ref:`<migrator-without-live-connection>`.
    MongoDB </database-connections/mongodb>
    Use Without DB Connection </database-connections/migrator-without-live-connection>
    Manage Connections </database-connections/manage-database-connections>
-   Create & Manage Projects </projects>

source/database-connections/manage-database-connections.txt

@@ -68,11 +68,14 @@ Steps
 
 To copy a connection:
 
-#. Click the :icon-fa4:`copy` button.
+.. procedure::
+   :style: normal
 
-#. Make any desired changes.
+   .. step:: Click the :icon-lg:`Copy` icon.
 
-#. Click :guilabel:`Save`.
+   .. step:: Make any desired changes.
+
+   .. step:: Click :guilabel:`Save`.
 
 
 
@@ -92,11 +95,14 @@ Steps
 
 To edit a connection:
 
-#. Click the :icon-lg:`Edit` button.
+.. procedure::
+   :style: normal
+
+   .. step:: Click the :icon-lg:`Edit` icon.
 
-#. Make any desired changes, such as renaming the connection or changing the database.
+   .. step:: Make any desired changes, such as renaming the connection or changing the database.
 
-#. Click :guilabel:`Save`.
+   .. step:: Click :guilabel:`Save`.
 
 
 
@@ -113,8 +119,11 @@ Steps
 
 To delete a connection:
 
-#. Click the :icon-fa5:`trash` button.
+.. procedure::
+   :style: normal
+
+   .. step:: Click the :icon-lg:`Trash` icon.
 
-   A warning dialog displays and lists any projects that use the connection.
+      A warning dialog displays and lists any projects that use the connection.
 
-#. Click :guilabel:`Delete` to confirm.
+   .. step:: Click :guilabel:`Delete` to confirm.

source/getting-started.txt

@@ -190,3 +190,4 @@ Learn More
    :hidden:
 
    UI Overview </getting-started/overview>
+   Create & Manage Projects </projects>

source/installation/application-settings.txt

@@ -1,5 +1,52 @@
 .. _rm-application-settings:
+.. _rm-project-settings:
 
 ====================
 Application Settings
-====================
+====================
+
+.. contents:: On this page
+   :local:
+   :backlinks: none
+   :depth: 1
+   :class: singlecol
+
+You can customize Relational Migrator to meet your specific needs. 
+Some options are only available in the :guilabel:`Settings` panel.
+
+Settings Location
+-----------------
+
+To find the Relational Migrator :guilabel:`Settings` panel, open 
+Relational Migrator and select :guilabel:`Settings`:
+
+.. figure:: /img/projects/settings-panel-location.png 
+  :alt: Settings panel location for Relational Migrator
+
+Settings
+--------
+
+You can configure the following settings:
+
+.. list-table::
+   :header-rows: 1
+   :widths: 30 20 50
+
+   * - Setting 
+     - Category
+     - Definition
+
+   * - Query Converter
+     - AI
+     - When enabled, MongoDB temporarily stores the source and 
+       converted queries to improve the underlying Query Converter 
+       technology. For details, see 
+       `Generative AI FAQ <https://dochub.mongodb.org/core/faq-ai-features>`__ .
+
+   * - Theme
+     - Apperance
+     - Change the appearance of Relational Migrator.
+
+       - ``Auto``: Automatically switch between light and dark themes based on your OS settings.
+       - ``Light``: Use a light theme.
+       - ``Dark``: Use a dark theme.

source/projects.txt

@@ -1,8 +1,8 @@
 .. _rm-projects:
 
-========
-Projects
-========
+==========================
+Create and Manage Projects
+==========================
 
 .. contents:: On this page
    :local:
@@ -12,32 +12,30 @@ Projects
 
 To interact with {+rel-mig+}, you use a project. A project holds
 configuration settings, mapping rules, and migration-specific details.
-{+rel-mig+} allows you to :ref:`import<import-project>`, 
-:ref:`export <export-project>`, and :ref:`delete <delete-project>` projects.
-You can also :ref:`manage the relational model<rm-manage-relational-model>`
-from a project.
 
-Get Started
------------
+Use Cases
+---------
 
-There are multiple options for you to create a project:
+You can create projects with or without a live connection to your relational 
+database. To migrate data, Relational Migrator requires a live database 
+connection. However, you can visualize and model your data without a live 
+database connection.
 
-.. list-table::
-   :header-rows: 1
-   :widths: 50 50
+If you already created a Relational Migrator project, you can :ref:`import<import-project>`, 
+:ref:`export <export-project>`, :ref:`delete <delete-project>`, and 
+:ref:`rename <rename-project>` your project.
 
-   * - Option
-     - Description
+Get Started
+-----------
 
-   * - :ref:`rm-create-project-live`
-     - Provide source and destination connection details and migrate data from a live relational system.
-   * - :ref:`create-project-schema-file`
-     - Export a Data Definition Language (DDL) file from your relational system and import it into {+rel-mig+}.
-   * - :ref:`create-project-sample-schema`
-     - Use a predefined sample schema even if you do not have a relational system to connect to.
+- :ref:`rm-create-project-live`
+- :ref:`<migrator-without-live-connection>`
+- :ref:`<rm-manage-projects>`
 
 .. toctree::
    :hidden:
    :titlesonly:
 
+   Create with Live Database </projects/create-project-live-connection>
+   Manage Projects </projects/manage-projects>
    Project Settings </projects/configure-settings>

source/projects/deleting-projects.txt

@@ -1,4 +1,3 @@
-.. _delete-project:
 
 ================
 Delete a Project

source/projects/export-project.txt

@@ -1,4 +1,3 @@
-.. _export-project:
 
 ================
 Export a Project

source/projects/import-project.txt

@@ -1,4 +1,3 @@
-.. _import-project:
 
 ================
 Import a Project

source/projects/manage-projects.txt

@@ -0,0 +1,143 @@
+.. _rm-manage-projects:
+
+===============
+Manage Projects
+===============
+
+.. default-domain:: mongodb
+
+.. contents:: On this page
+   :local:
+   :backlinks: none
+   :depth: 1
+   :class: singlecol
+  
+You can export, import, delete, or rename Relational Migrator projects 
+from the :guilabel:`home page`. 
+
+.. _export-project:
+
+Export a Project
+----------------
+
+Export Relational Migrator projects to share a project with other users, 
+duplicate a project, or back up a project. Before you export your project,
+consider the following:
+
+- Relational Migrator can only export ``.relmig`` files.
+
+- Exported project files do not include the migration job history or passwords.
+
+Steps
+~~~~~
+
+.. procedure::
+   :style: normal
+
+   .. step:: Open your project commands.
+
+      - To open your project commands from the :guilabel:`home page`, click the 
+        :icon-lg:`Ellipsis` icon next to the project.
+ 
+      - To open your project commands from your :guilabel:`open project page`, click 
+        the :icon-lg:`VerticalEllipsis` icon next to the project name.
+
+   .. step:: Select :guilabel:`Export`.
+
+   .. step:: Click :guilabel:`Export` to confirm.
+
+      Your project is exported as a ``.relmig`` file.
+
+.. _import-project:
+
+Import a Project
+----------------
+
+Import a project when you want to collaborate on a shared project. You 
+can also duplicate a project by :ref:`exporting <export-project>` the 
+project and then importing it. Before you import a project, consider 
+the following:
+
+- When you import projects, Relational Migrator only uses ``.relmig`` files.
+
+- Relational Migrator rejects files for import and returns an error message in 
+  the following conditions:
+  
+  - The format of the file cannot be determined.
+
+  - Required information is missing from the file.
+  
+  - The file was exported from an unsupported version of Relational Migrator.
+
+  - The version number of the file is older than a well-defined minimum version. 
+
+Steps
+~~~~~
+
+.. procedure::
+   :style: normal
+
+   .. step:: On your :guilabel:`home page`, select :guilabel:`New Project`.
+
+   .. step:: Select :guilabel:`Import an existing project`.
+
+   .. step:: Choose a file, or drag and drop the ``.relmig`` file. 
+
+   .. step:: Click :guilabel:`Import`.
+
+.. _delete-project:
+
+Delete a Project
+----------------
+
+Delete a project to remove migration workloads that are no longer needed.
+If the last project on the :guilabel:`Recent Projects` page is deleted, the 
+:guilabel:`New Project` page is displayed.
+
+Steps
+~~~~~
+
+.. procedure::
+   :style: normal
+
+   .. step:: From the :guilabel:`project view`, click the :icon-lg:`Home` icon in the top-left corner.
+
+   .. step:: Click the :icon-lg:`Ellipsis` icon next to your project of choice. Select :guilabel:`Delete`.
+
+   .. step:: Click :guilabel:`Delete` to confirm. 
+
+      .. warning::
+         
+         You cannot recover a deleted project. 
+
+.. _rename-project:
+
+Rename a Project
+----------------
+
+To update the name of an existing project, use the :guilabel:`Rename` option.
+
+Steps
+~~~~~
+
+.. procedure::
+   :style: normal
+
+   .. step:: From the project view, click the :icon-lg:`Home` icon in the top-left corner.
+
+   .. step:: Click the :icon-lg:`Ellipsis` icon next to your project of choice. Select :guilabel:`Rename`.
+
+   .. step:: Enter a new project name.
+
+      The new name must be 1-50 characters long and can't be in use by another project.
+
+   .. step:: Click :guilabel:`Save`.
+
+Next Steps
+----------
+
+- :ref:`<rm-create-project-live>`
+- :ref:`<migrator-without-live-connection>`
+- :ref:`Connect to Databases <rm-database-connections>`
+- :ref:`<rm-mapping-rules>`
+- :ref:`<rm-sync-jobs>`

source/projects/project-settings.txt

@@ -1,4 +1,4 @@
-.. _rm-project-settings:
+
 
 .. contents:: On this page
    :local:

source/projects/renaming-projects.txt

@@ -1,4 +1,3 @@
-.. _rename-project:
 
 ================
 Rename a Project