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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 Embedding Settings

A data source Owner can allow other people to embed charts which use the data source in external web pages. In order to allow a chart to be embedded in an external web page, you must enable embedding both on the data source and the individual chart.

Embedding is disabled by default for all data sources. To enable embedding for a data source:

  1. Navigate to your Data Sources List.

  2. Click the ellipsis () button on the far right side of the desired data source.

  3. Select Embedding Options from the dropdown menu.

  4. Toggle the switch in the top right corner to On.

  5. Select either:

    1. Verified Signature only. This option requires embedded charts to include a verified signature with each request sent to the data source. Without a verified signature, the chart will not render. This option allows the chart owner to ensure that 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.

    2. Unauthenticated or Verified Signature. This option allows the chart to be viewed either with or without a verified signature, so that anyone with the link may view the embedded chart. It is simpler to implement than the verified signature only option, but it is less secure. It should only be used for charts which display non-sensitive data.

After enabling embedding for a data source, you can enable embedding for individual charts which use that data source.

Note

If you change the embedding option for a data source from On to Off, all embedded charts which use that data source will 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.

Remove a Data Source

A data source Owner can remove that data source.

To remove 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

Any charts using the deleted data source will need to be reconfigured using a different data source or deleted.