Feature streamlined data sources (#555)

* (DOCSP-22791) Documents streamlined data sources for Charts (#546)

* (DOCSP-22791) Documents streamlined data sources for Charts

* Test

* Fixes list tables

* Makes data sources a landing page again

* Adds remaining content to connect page

* Includes changes from Corry's copy review

* Changes small details around charts views on Data Sources page

* Includes changes from tech review

* (DOCSP-23470) Changes pipelines page to charts views (#549)

* DOCSP-24929 updated overflowing tabs (#548)

* updated tabs

* (DOCSP-23470) Changes pipelines page to charts views

* Includes changes from Zach's copy review

* Includes changes from tech review

Co-authored-by: kyuan-mongodb <[email protected]>

* (DOCSP-23603) Updates manage data sources and permissions pages (#551)

* (DOCSP-23603) Updates manage data sources page

* Removes extra page and finishes manage data sources

* Tries adding missing steps file to make staging work

* Renames steps file

* Comments out a line to fix staging

* Includes changes from Zach's copy review

* Includes changes from tech review

* (DOCSP-21464) Changes to chart builder for streamlined data sources (#553)

* (DOCSP-21464) Changes to chart builder for streamlined data sources

* Includes changes from copy review, missed line re: searching

* Includes changes from tech review

* (DOCSP-25141) Misc cleanup and check of all pages for data source changes (#554)

* (DOCSP-25141) Misc cleanup and check of all pages for data source changes

* Cleanup

Co-authored-by: kyuan-mongodb <[email protected]>

Author: sarahsimpers

config/redirects

@@ -20,3 +20,7 @@ raw: docs/charts/filter-documents -> ${base}/filter-chart-results/
 
 # fix stale atlas redirects
 raw: docs/charts/atlas ->${base}/
+
+# streamlined data source changes
+raw: docs/charts/data-source-pipeline/ ->${base}/create-manage-charts-view
+raw: docs/charts/data-source-permissions -> ${base}/manage-data-sources

snooty.toml

@@ -4,7 +4,9 @@ title = "MongoDB Charts"
 intersphinx = ["https://www.mongodb.com/docs/manual/objects.inv", 
                "https://docs.atlas.mongodb.com/objects.inv"]
 
-toc_landing_pages = ["/installation", "/dashboards", "/data-sources", 
+toc_landing_pages = ["/installation", "/dashboards", 
+                     "/data-sources", 
+                     "/connect-disconnect-data-source", 
                      "/administration", "/build-charts", "/launch-charts", 
                      "/tutorial/order-data/order-data-tutorial-overview", 
                      "/tutorial/movie-details/movie-details-tutorial-overview", 
@@ -19,6 +21,7 @@ toc_landing_pages = ["/installation", "/dashboards", "/data-sources",
                      "/view-export-chart-data", 
                      "/embedding-tutorials",
                      "/embedding-charts-sdk",
+                     "/manage-data-sources",
                      "/bin-data", "/encoding-channels"]
 
 [constants]
@@ -27,8 +30,17 @@ app-services = "App Services"
 atlas-app-services = "Atlas App Services"
 adf = "Atlas Data Federation"
 atlas-app-services-link = ":appservices:`Atlas App Services </>`"
+cluster = "cluster"
+clusters = "clusters"
+Clusters = "Clusters"
+database-deployment = "database deployment"
 fdi = "federated database instance"
 fdis = "federated database instances"
+Fdis = "Federated database instances"
+serverless-instance = "serverless instance"
+serverless-instances = "serverless instances"
+Serverless-instances = "Serverless-instances"
+Serverless-Instances = "Serverless Instances"
 
 [substitutions]
 charts = "MongoDB Charts"

source/aggregation-pipeline-generation.txt

@@ -18,7 +18,7 @@ option in the Chart Builder's ellipsis dropdown on the top right.
 
 The pipeline constructed by |charts| consists of the following segments in the following order:
 
-1. :ref:`Data source pipelines <data-sources-pipeline>`
+1. :ref:`Charts views <data-sources-pipeline>`
 #. :ref:`Dashboard filters <filter-dashboards>`
 #. :ref:`Chart query <query-bar>`
 #. :ref:`Embedding filters <embedded-chart-options>`

source/build-charts.txt

@@ -15,9 +15,7 @@ Build Charts
 Charts provide visual representations of the data in your
 :doc:`data source <data-sources>`. A chart maps to a *single*
 data source, and can display correlations between several fields in the
-data. Charts reside inside :doc:`dashboards </dashboards>`. You must
-add a :doc:`data source </data-sources>` and create a :doc:`dashboard
-</dashboards>` before you can begin building charts.
+data. Charts reside inside :doc:`dashboards </dashboards>`. You must create a :doc:`dashboard </dashboards>` before you can begin building charts.
 
 For a complete list of available chart types and how to build specific
 charts, refer to the :ref:`Chart Types <chart-type-reference>` page.

source/chart-type-reference/geospatial-scatter.txt

@@ -140,16 +140,15 @@ Build a Geospatial Scatter Chart
 
 To create a geospatial scatter chart:
 
-1. On the :guilabel:`Chart Builder`, select :guilabel:`Geospatial` from
+1. On the :guilabel:`Chart Builder`, choose the data source for your
+   chart.
+
+#. Select :guilabel:`Geospatial` from
    the :guilabel:`Chart Type` list.
 
 #. Select :guilabel:`Scatter` from the three available geospatial
    chart types.
 
-#. Choose the data source for your chart from the :guilabel:`Data Source` list.
-
-   .. note:: See :ref:`Add a Data Source <add-data-source>` if you have not yet defined a data source for your charts.
-
 #. Drag a geopoint field from :guilabel:`Fields` to the :guilabel:`Coordinates`
    encoding channel.
 

source/connect-disconnect-data-source.txt

@@ -0,0 +1,235 @@
+
+.. _data-sources-view:
+.. _connect-disconnect-data-source:
+
+==================================================
+Connect or Disconnect Data Sources and Deployments
+==================================================
+
+.. default-domain:: mongodb
+
+.. contents:: On this page
+   :local:
+   :backlinks: none
+   :depth: 1
+   :class: singlecol
+
+On the :guilabel:`Data Sources` page, an |service| 
+:authrole:`Project Owner` can: 
+
+- :ref:`Connect a deployment <connect-deployment>` or 
+  :ref:`connect a data source <connect-data-source>` to |charts|.
+- :ref:`Disconnect a deployment <disconnect-deployment>` or
+  :ref:`disconnect a data source <disconnect-data-source>` from 
+  |charts|.
+
+To learn more about data sources and deployments, see :ref:`data-sources`.
+
+|charts-short| connects to all deployments and data sources by default.
+
+.. _connect-deployment:
+
+Connect a Deployment to |charts-short|
+--------------------------------------
+
+You can connect a deployment to |charts-short| to access the
+data for the collections within the deployment in |charts-short|.
+
+To connect a deployment to |charts-short|:
+
+.. procedure::
+   :style: normal
+
+   .. include:: /includes/steps-access-deployment.rst
+
+   .. include:: /includes/steps-connect-deployment.rst
+
+      To learn more about the other information that displays for the
+      deployment, see :ref:`manage-deployment`.
+
+.. _add-data-source:
+.. _connect-data-source:
+
+Connect a Data Source to |charts-short|
+---------------------------------------
+
+Connect a data source to |charts-short| to use its data in your charts.
+
+When you connect a data source, |charts-short| grants the default
+:ref:`permissions <permission-model>` to |charts-short| users. To
+customize the permissions for a data source, see
+:ref:`mod-data-source-permissions`.
+
+To connect a data source to |charts-short|:
+
+.. procedure::
+   :style: normal
+
+   .. step:: Connect your deployment. 
+
+      To learn more, see :ref:`connect-deployment`.
+
+   .. step:: In the :guilabel:`Data Access` section, select the database that contains the data source.
+
+      Select the database that contains the data source you want to
+      connect. The database's data sources display, including 
+      :ref:`charts views <charts-views>`.
+
+      |charts-short| displays the following information about the data source:
+
+      .. list-table::
+         :header-rows: 1
+         :widths: 38 72
+
+         * - Column
+           - Description
+
+         * - :guilabel:`Data Source`
+           - Human-readable label that identifies the data source and
+             its chart views.
+
+         * - :guilabel:`External Users`
+           - Label that indicates whether: 
+           
+             - You enabled external user access.
+             - The external user connection method is
+               :guilabel:`Authenticated` or :guilabel:`Unauthenticated`.
+
+         * - :guilabel:`Status`
+           - Label that indicates whether you connected the 
+             data source to |charts|.
+
+   .. step:: Click :guilabel:`Manage` next to the data source's information.
+
+      The data source's details page displays the following
+      information:
+
+      .. list-table::
+         :header-rows: 1
+         :widths: 38 72
+
+         * - Field
+           - Description
+
+         * - :guilabel:`Data Source Name`
+           - Human-readable label that identifies the data source in 
+             |service|.
+     
+         * - :guilabel:`Data Source Connection Status`
+           - Label that indicates whether you connected the 
+             data source to |charts|.
+
+      To learn more about the other information that displays on the
+      data source's details page, see
+      :ref:`manage-existing-data-sources`.
+
+   .. step:: Check the connection status and connect the data source.
+
+      If the data source connection status is :guilabel:`Connected`,
+      you already connected this data source to |charts|. The
+      :guilabel:`Data Access` section displays.
+      
+      If the data source connection status is :guilabel:`Disconnected`: 
+        
+      a. Click the connect icon :icon-fa5:`link` next to the data
+         source connection status.
+      #. Click :guilabel:`Reconnect` on the modal that displays. 
+        
+      The data source connects and the :guilabel:`Data Access`
+      section displays.
+
+      To learn more about the other information that displays in the
+      data source's :guilabel:`Data Access` section, see
+      :ref:`manage-existing-data-sources`.
+
+.. _disconnect-deployment:
+
+Disconnect a Deployment from |charts-short|
+-------------------------------------------
+
+Disconnect a deployment to disconnect all data sources within the
+deployment from |charts-short|.
+
+If you disconnect a deployment, you can :ref:`reconnect
+<connect-deployment>` it later to resume rendering charts that use the
+deployment's data sources.
+
+To disconnect a deployment:
+
+.. procedure::
+   :style: normal
+
+   .. include:: /includes/steps-access-deployment.rst
+
+   .. step:: Check the connection status and disconnect the deployment.
+
+      If the deployment connection status is :guilabel:`Disconnected`,
+      the deployment is already disconnected from |charts-short|.
+      
+      If the deployment connection status is :guilabel:`Connected`:
+      
+      a. Click the disconnect icon :icon-fa5:`unlink` next to the deployment connection
+         status. The :guilabel:`Disconnect Deployment` modal appears.
+      #. Click :guilabel:`Check for connected charts` to
+         learn whether any charts use the deployment's collections as a
+         data source.
+      #. Click :guilabel:`Disconnect`.
+      
+      The deployment disconnects from |charts-short|.
+
+.. _disconnect-data-source:
+
+Disconnect a Data Source from |charts|
+--------------------------------------
+
+Disconnect a data source from |charts-short| to remove its data from
+your charts. If you disconnect a data source:
+
+- Any charts you built that use the data source no longer
+  render and display an error.
+- Any charts that use :pipeline:`$lookup` to access data in the data
+  source no longer render and display an error.
+- You can't use the data source to build new charts.
+
+You can also :ref:`disconnect a deployment <disconnect-deployment>`.
+
+If you disconnect a data source, you can :ref:`reconnect
+<connect-data-source>` it later to resume rendering charts that 
+use its data.
+
+.. note::
+
+   .. include:: /includes/sample-data-source-description.rst
+
+To disconnect a data source from |charts-short|:
+
+.. procedure::
+   :style: normal
+
+   .. include:: /includes/steps-access-deployment.rst
+
+   .. step:: In the :guilabel:`Data Access` section, select the database that contains the data source.
+
+      Select the database that contains the data source you want to
+      disconnect. The database's data sources display.
+
+   .. step:: Click :guilabel:`Manage` next to the data source's information.
+
+      The data source's details page displays.
+
+   .. step:: Check the connection status and disconnect the data source.
+
+      If the data source connection status is :guilabel:`Disconnected`,
+      the data source is already disconnected from |charts|.
+      
+      If the data source connection status is :guilabel:`Connected`:
+     
+      a. Click the disconnect icon :icon-fa5:`unlink` next to the data
+         source connection
+         status. The :guilabel:`Disconnect Data Source` modal appears.
+      #. Click :guilabel:`Check for connected charts` to
+         learn whether any charts use the
+         data source.
+      #. Click :guilabel:`Disconnect`.
+     
+      The data source disconnects from |charts-short|.