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This documentation refers to the on-premises edition of MongoDB Charts. Read the Atlas service documentation to learn how to use MongoDB Charts with your Atlas project.

Manage Existing Data Sources

Users who are Owners of a data source can modify certain properties of that data source. This page outlines the modifications data source Owners can make.

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 pencil icon icon.
  4. Click the check mark to save the new name.

Modify Deployment Connection URI

A data source Owner can modify the Deployment Connection String URI of a data source. This lets you seamlessly change the MongoDB cluster from which the data source pulls its data, or change connection details such as authentication passwords and SSL options.

  1. From the Data Sources view, click the ellipsis () button on the right-hand side of the data source you want to modify.

  2. Click Edit Deployment Connection.

  3. In the Edit Deployment Connection dialog, enter the new connection URI in the input.

  4. Click Test Connection to ensure you have supplied a valid connection URI.

    Important

    Below the connection URI input, MongoDB Charts lists all of the data sources currently sharing the same deployment connection. If the MongoDB deployment corresponding to the updated connection string URI does not contain all collections currently in use, charts using those data sources must be reconfigured using a different data source or deleted before you can update the connection URI.

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 ellipsis icon 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. Verified Signature only.

      Embedded charts must include a verified signature with each request sent to the data source. Without a verified signature, the chart doesn’t render. Using verification, the chart owner ensures the chart is used only in its intended context.

      Generating a verified signature for authorized users to include with their embedded charts requires some server-side code. Examples in several languages and platforms are available with the verified signature documentation.

      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 Verified Signature.

      Charts can be viewed either with or without a verified signature. Though less difficult to implement, not using a verified signature is less secure. Use this option only for charts which display non-sensitive data.

      • Embedded charts can render using both signed and unsigned 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.

Note

If you change the sharing option for a data source from On to Off, all embedded charts or charts in dashboards shared by links that use this data source stop rendering immediately.

Modify Data Source Permissions

A data source Owner can add, modify, and remove user permissions on a data source.

  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.

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.

Important

Charts displays a warning if the data source you attempt to delete is in use by at least one chart. Any charts using the deleted data source will need to be reconfigured using a different data source or deleted.