Manage Existing Data Sources

Rename a Data Source

By default, the name of a data source is its corresponding database and collection name. A data source Owner can rename that data source.

To rename a data source:

1. Navigate to your Data Sources List.
2. Hover over the desired data source's Name field.
3. Click the appearing icon.
4. Click the check mark to save the new name.

Modify External Sharing Settings

A data source Owner grant 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 via embed or link, you must enable external sharing both on the data source and the individual chart.

External sharing is disabled by default for all data sources. To enable external sharing for a data source:

1. Navigate to your Data Sources List.
2. Click on the far right side of the desired data source.
3. Select External Sharing Options from the dropdown menu.
4. Toggle Enable external sharing for charts that use this data source to On.

5. Select either:

   1. Authenticated Embedding Only.

      Embedded charts require authentication through an SSO provider to be viewed. 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 may 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.

   2. Unauthenticated or Authenticated Access.

      Embedded charts can be viewed either with or without authentication through an authentication provider. Though less difficult to implement, not configuring authentication for your embedded charts 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 enabling embedding for a data source, you can enable embedding for individual charts which use that data source.

Modify Data Source Permissions

A data source Owner can modify user permissions on that data source. To modify user permissions:

1. Navigate to your Data Sources List.
2. Click the Access button in the Permissions column for the data source you want to modify permissions.
3. Perform the desired permission changes for the data source. Refer to the Data Source Permissions page for details on the permissions available and instructions on setting the permissions.
4. Click Apply Changes.

Modify Data Source Read Preference

A data source's read preference determines which replica set member the data source reads data from. A data source Owner can modify the read preference of a data source only if that data source is a collection on an Atlas cluster. You can't modify the read preference of a data source if that data source is a collection in your Data Lake. Atlas Data Lake has a read preference of Nearest.

Read preference options are:

• Secondary
• Analytics Node
• Nearest
• Primary

If your Atlas cluster includes one or more analytics nodes, they are the best choice for your data source read preference. Analytics nodes provide workload isolation and reduce strain on your cluster's data-bearing nodes.

If your Atlas cluster does not have analytics nodes available, the next best choice is Secondary. Reading from a secondary node reduces strain on your primary node.

To modify the read preference for a data source:

1. Navigate to your Data Sources List.
2. Click the ellipsis (...) button on the right-hand side of the data source you want to modify.
3. Click Edit Read Preference.
4. Select your desired setting from the dropdown menu.
5. Click the Save button.

Delete a Data Source

A data source Owner can delete that data source. To delete a data source:

1. Navigate to your Data Sources List.
2. Click the ellipsis (...) button on the right-hand side of the data source you want to delete.
3. Click Delete Data Source.
4. Click Delete Data Source again in the dialog to confirm deletion.