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Manage Data Sources

On this page

  • Access Data Source Settings
  • Modify Data Source Permissions
  • Modify Data Source Pipeline
  • Disconnect a Data Source

If you have the Project Owner role, you can modify data source settings from the data source's settings page.

To access the data source's settings page:

1

The Data Sources page displays.

2

Deployments in MongoDB Charts reference Atlas deployments that contain valid Charts data sources, including:

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.
3

A list of the database's data sources appears.

4

The data source's details page displays.

5

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:

  1. Click the connect icon next to the data source connection status.

  2. Click Reconnect on the modal that displays.

The data source connects and the Data Access section displays.

If you have the Project Owner role, you can control who can see charts that use the 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:

1

To learn more, see Access Data Source Settings.

2

In the External Users subsection of the Data Access section, toggle External users can view data in this data source to ON.

3

Select either:

  1. 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.

  2. 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.

To disable external sharing for a data source:

1

To learn more, see Access Data Source Settings.

2

In the External Users subsection of the Data Access section, toggle External users can view data in this data source to OFF.

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:

1

To learn more, see Access Data Source Settings.

2

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.

To modify a data source's read preference, you must modify the read preference for its deployment. To learn more, see Manage Deployments.

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.

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.

←  Connect or Disconnect Data Sources and DeploymentsManage Deployments →
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