Manage Data Sources
On this page
If you have the Project Owner role, you can
modify data source settings from the data source's settings page.
Access Data Source Settings
To access the data source's settings page:
In the left navigation menu, click Data Sources.
The Data Sources page displays.
In the Deployment dropdown, select the deployment that contains your data source.
Deployments in MongoDB Charts reference Atlas deployments that contain valid Charts data sources, including:
All clusters and serverless instances in your Atlas project for which you have the
Project Data Access Read Onlyrole or higher.All federated database instances in your project, including Online Archives.
After you select a deployment, the following information displays:
Field | Description |
|---|---|
Deployment Name | Human-readable label that identifies the deployment in
Atlas. |
Deployment Connection Status | Label that indicates whether you connected the
deployment to MongoDB Charts. |
Type | Label that identifies the deployment as a replica set,
serverless instance, or federated database instance. |
Status | Label that indicates the current operating
condition of the deployment. |
Version | Label that indicates the MongoDB
version on which the deployment runs. Charts doesn't
display Version for federated database instances. |
Region | Label that indicates the cloud provider and region where
MongoDB provisions the deployment. Charts
doesn't display Region for
serverless instances. |
Tier | Label that indicates the Atlas cluster tier for the deployment. Charts
doesn't display Tier for federated database instances and
serverless instances. |
In the Data Access section, under Deployment, click the name of the database that contains the data source.
A list of the database's data sources appears.
Click Manage next to the data source's information.
The data source's details page displays.
Check the connection status and connect the data source.
If the data source connection status is Connected, you already connected this data source to MongoDB Charts. The Data Access section displays.
If the data source connection status is Disconnected:
Click the connect icon next to the data source connection status.
Click Reconnect on the modal that displays.
The data source connects and the Data Access section displays.
Modify Data Source Permissions
If you have the Project Owner role, you can control who can see charts that use the data source.
Enable Organization-Wide Sharing for a Data Source
Organization-wide sharing grants users in your organization, including users who are not members of your project, permission to view data in a deployment that is used for dashboards shared with your organization.
You can enable organization-wide sharing for an entire deployment or for a specific data source.
To enable organization-wide sharing for a specific data source:
Access the data source's settings page.
To learn more, see Access Data Source Settings.
Turn on organization-wide sharing.
In the Organization subsection of the Data Access section, toggle All users in the organization can view data in this data source to ON.
Enable External Sharing for a Data Source
External sharing grants others the ability to either:
Embed charts to use the data source in external web pages.
View charts when given a link to that chart.
To share a chart externally via embed or link, you must enable external sharing both on the data source and the individual chart.
Charts disables external sharing by default for all data sources.
To enable external sharing for a data source:
Access the data source's settings page.
To learn more, see Access Data Source Settings.
Turn on external sharing.
In the External Users subsection of the Data Access section, toggle External users can view data in this data source to ON.
Select your authentication settings.
Select either:
Allow authenticated external data access.
Any chart that uses this data source requires authentication through an SSO provider for external viewing. Authentication providers add an extra layer of security to your data.
To learn how to configure an embedding authentication provider, see Configure Embedding Authentication Providers.
Users can view charts that use this data source on dashboards when they are logged into MongoDB Charts. They can't view the charts on dashboards shared via a public link.
Allow unauthenticated external data access.
Any chart that uses this data source does not require authentication for external viewing. Though less difficult to implement, allowing unauthenticated external data access is less secure. Use this option only for charts that display non-sensitive data.
Embedded charts can render using both unauthenticated and authenticated requests.
Any charts using this data source can be viewed on dashboards shared via a link.
After you enable external sharing for a data source, you can enable external sharing for individual charts that use that data source.
Note
If you turn off external sharing for a data source, all charts which use that data source stop rendering immediately.
Disable External Sharing for a Data Source
To disable external sharing for a data source:
Access the data source's settings page.
To learn more, see Access Data Source Settings.
Turn off external sharing.
In the External Users subsection of the Data Access section, toggle External users can view data in this data source to OFF.
Modify Role Permissions for Data Sources
If you have the Project Owner role, you can modify data source permissions for each project role. Data source permissions determine whether a user can view charts created using data in this data source.
Note
Charts automatically assigns project roles to users based on their Atlas user role.
To modify permissions for a project role:
Access the data source's settings page.
To learn more, see Access Data Source Settings.
Select or clear boxes in the project role's row.
For each project role, you can select more than one option:
Can view charts with data in this data source.
Can create charts with data in this data source.
Hover over a project role to learn which Atlas user roles correspond to that project role.
To prevent users with a project role from creating and viewing charts for the data source, clear both boxes in the project role's row.
To allow all users to create and view charts for the data source, select all of the boxes in all of the rows.
Modify Data Source Read Preference
To modify a data source's read preference, you must modify the read preference for its deployment. To learn more, see Manage Deployments.
Modify Data Source Pipeline
You can modify a chart view's pipeline by accessing the data source's settings page and clicking the Pipeline tab. To learn more, see Create and Manage Charts Views.
The Pipeline is dimmed for collections. To create a pipeline based on a collection, create a charts view.
Disconnect a Data Source
To disconnect a data source, see Connect or Disconnect Data Sources and Deployments. To delete a charts view, see Create and Manage Charts Views. You can't delete a collection from your data sources.