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1.27 release (#501)
Co-authored-by: sarahsimpers <[email protected]>
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source/dashboard-permissions.txt

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.. _dashboard-permissions:
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=====================
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Dashboard Permissions
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=====================
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=================================
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Dashboard Permissions and Sharing
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=================================
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.. default-domain:: mongodb
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@@ -86,7 +86,7 @@ View Dashboard Permissions
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--------------------------
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To view permissions for a specific dashboard, hover over the icon
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next to the dashboard's :guilabel:`Access` button. A tooltip appears
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next to the dashboard's :guilabel:`Share` button. A tooltip appears
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describing what permission you have on the dashboard, who the owner
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of the dashboard is, and who else has access to the dashboard.
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@@ -107,16 +107,23 @@ permissions:
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* - :icon-fa5:`users` Group Icon
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- You have either ``Author`` or ``Owner`` permission and
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:ref:`additional users <dashboard-specific-access>` or :ref:`Everyone <dashboard-access-everyone>` have
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some level of access to the dashboard.
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:ref:`additional users <dashboard-specific-access>` or :ref:`Everyone <dashboard-access-everyone>` in your |service|
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project some level of access to the dashboard.
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* - :icon-fa5:`globe` Globe Icon
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- You have the setting
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:ref:`Anyone with this link can view <dashboard-access-link>`
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enabled.
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* - :icon-fa5:`lock` Lock Icon
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- You have ``Owner`` permission and no other user has
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access.
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If you have ``Author`` or ``Owner`` permission and
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:ref:`Anyone with this link <dashboard-access-link>` sharing is
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enabled, the icon doesn't change.
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.. note::
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If :ref:`Anyone with this link can view <dashboard-access-link>`
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sharing is enabled and you have ``Author`` or ``Owner`` permission,
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the icon doesn't change.
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.. _modify-dashboard-permissions:
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:figwidth: 750px
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:alt: Dashboard permission icon
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Or click the :guilabel:`Access` button at the top-right of the
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Or click the :guilabel:`Share` button at the top-right of the
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dashboard within the specific dashboard view:
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.. figure:: /images/charts/dashboard-access-button.png
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.. figure:: /images/charts/dashboard-share-button.png
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:figwidth: 750px
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:alt: Dashboard access button
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With the :guilabel:`Dashboard Permissions` dialog open, read the
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With the :guilabel:`Share Dashboard` dialog open, read the
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following sections to learn how to grant permissions to a dashboard to:
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- :ref:`A specific user <dashboard-specific-access>`
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To give specific users permissions on the dashboard:
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1. Search for the desired user using the search bar directly above
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where the dashboard users are listed. You can search for users
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by their username or email address.
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1. Select the :guilabel:`User Access` tab.
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#. Search for the desired user using the search bar. You can search for
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users by their username or email address.
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#. Click the desired user to add them to the permissions list.
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#. Repeat steps 1-3 for each user you would like to provide dashboard
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permissions for.
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#. Click :guilabel:`Apply Changes`.
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#. Click :guilabel:`Close`. |charts| saves your changes automatically.
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To remove permissions for a user, click the trash can icon to the right
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of the user's name.
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To allow access to the dashboard for all users in your |service|
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project:
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1. Toggle the switch on the right-side of the :guilabel:`Everyone` user
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1. Select the :guilabel:`User Access` tab.
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#. Toggle the switch on the right-side of the :guilabel:`Everyone` user
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to ``On``.
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#. Select the :ref:`permission <dashboard-roles>` to apply to all
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- If you don't own a Data Source used in the dashboard, ask an
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Owner to grant permission to Everyone to view the data.
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#. Click :guilabel:`Apply Changes`.
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#. Click :guilabel:`Close`. |charts| saves your changes automatically.
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.. _dashboard-access-link:
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To allow access to the dashboard for users on your |charts|
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deployment who have a direct link:
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1. Toggle the switch on the right-side of the
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:guilabel:`Anyone with this link` user to ``On``.
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1. Select the :guilabel:`Public Link` tab.
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#. Toggle the switch on the right-side of the
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:guilabel:`Anyone with this link can view` user to ``On``.
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A user's permissions don't affect their ability to view a chart
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using a link. |charts| generates two links: a public and a private
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- If you don't own a Data Source used in the dashboard, ask an
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Owner to enable external sharing to view the data.
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#. Click :guilabel:`Apply Changes`.
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#. Click :guilabel:`Close`. |charts| saves your changes automatically.
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.. warning:: Link Sharing with Sensitive Data
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source/dashboards.txt

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~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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You can export a dashboard to a single file named
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``<Dashboard-Title>.charts`` on the :ref:`Dashboards page
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<dashboards-tab>`. The file contains the metadata for the dashboard,
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including:
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``<Dashboard-Title>.charts``. The file contains the metadata for the
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dashboard, including:
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- Dashboard name and description
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- Dashboard layout including location of the charts in the dashboard
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You must have ``Viewer`` or higher :ref:`permissions
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<dashboard-permissions>` to export a dashboard.
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From the :guilabel:`Dashboards` page:
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You can export a dashboard from the :guilabel:`Dashboards` page or from
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the dashboard itself. To export a dashboard:
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1. Click the ellipsis (``...``) for the dashboard you want to export
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and select :guilabel:`Export Dashboard` from the dropdown.
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1. If you are on the :guilabel:`Dashboards` page, click the ellipsis
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(``...``) for the dashboard you want to export.
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If you are on a dashboard, click the ellipsis
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(``...``) in the top right corner.
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#. Follow the browser prompts to download the file.
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source/embed-chart-jwt-auth.txt

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Configure |charts-short| to use your Custom JWT Provider
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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.. note::
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When you configure authentication using a custom JWT provider, you can choose
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the signing algorithm. This tutorial uses the HS256 signing algorithm. If you select
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the RS256 signing algorithm, you can also choose one of the following signing keys:
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- JSON web key (`JWK <https://datatracker.ietf.org/doc/html/rfc7517>`__) or
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JSON web key set (JWKS) URL: |charts-short| retrieves the key from the JWK
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or JWKS file at the specified URL. |charts-short| then uses
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the key to validate the JSON web token. If there are multiple keys in the
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file, |charts-short| tries each key until it finds a match.
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- PEM public key: |charts-short| uses the specified public key to verify the
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JSON web token.
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.. include:: /includes/steps/add-auth-jwt-tutorial.rst
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Create a Web App to Display your Chart
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source/includes/list-table-jwt-auth-provider-options.rst

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- ``HS256``: enter the secret key used to sign the |jwt|.
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- ``RS256``: enter the public key of the key pair used to sign
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the |jwt| The public key must be in `PEM format
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<https://tools.ietf.org/html/rfc7468#section-5>`__, as shown in
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the following example:
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- ``RS256``: Select either :guilabel:`JWK or JWKS URL` or
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:guilabel:`PEM Public Key`.
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If you select :guilabel:`JWK or JWKS URL`, |charts-short|
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retrieves the key from the `JWK <https://datatracker.ietf.org/doc/html/rfc7517>`__
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or JWKS file at the specified URL. |charts-short|
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then uses the key to validate the JSON web token. If there are
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multiple keys in the file, |charts-short| tries each key until
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it finds a match. Enter the URL that contains the JWK or JWKS file.
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If you choose :guilabel:`PEM Public Key`,
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|charts-short| uses the specified public key to verify the JSON web
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token. Enter the public key of the key pair used to sign the |jwt|. The
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public key must be in `PEM format
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<https://tools.ietf.org/html/rfc7468#section-5>`__, as shown in the
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following example:
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.. code-block:: none
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:copyable: false
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-----BEGIN CERTIFICATE-----
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MIIDfjCCAmagAwIBAgIBBzANBgkqhkiG9w0BAQUFADB0MRcwFQYDVQQDEw5LZXJu
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ZWwgVGVzdCBDQTEPMA0GA1UECxMGS2VybmVsMRAwDgYDVQQKEwdNb25nb0RCMRYw

source/includes/list-table-jwt-auth-tutorial-options.rst

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- Enter ``charts-jwt-tutorial``.
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* - Provider
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- Select :guilabel:``Custom JSON Web Token``.
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- Select :guilabel:`Custom JSON Web Token`.
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* - Signing Algorithm
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- Select :guilabel:`HS256`.

source/manage-dashboards.txt

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You can duplicate any dashboard in your Dashboards page,
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even if you do not have editing permissions.
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To duplicate a dashboard from the Dashboards page:
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You can duplicate a dashboard from the :guilabel:`Dashboards` page or
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from the dashboard itself. To duplicate a dashboard:
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1. Click the ellipsis (:guilabel:`...`) button on the desired dashboard.
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1. If you are on the :guilabel:`Dashboards` page, click the ellipsis
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(``...``) for the dashboard you want to duplicate.
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If you are on a dashboard, click the ellipsis
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(``...``) in the top right corner.
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#. Select :guilabel:`Duplicate Dashboard` from the pop-up menu.
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#. In the :guilabel:`Dashboard Details` dialog, update the
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:guilabel:`Title` and :guilabel:`Description` fields.
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#. Click :guilabel:`Create` to save the duplicated dashboard.
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#. Click :guilabel:`Save` to save the duplicated dashboard.
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.. note::
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underlying data in the collections used in the dashboard will
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continue to exist.
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To delete a dashboard:
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You can delete a dashboard from the :guilabel:`Dashboards` page or
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from the dashboard itself. To delete a dashboard:
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1. In the :guilabel:`Dashboards` page, locate the dashboard you wish to
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delete.
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1. If you are on the :guilabel:`Dashboards` page, click the ellipsis
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(``...``) for the dashboard you want to delete.
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#. Click the :guilabel:`...` button on the top-right of the dashboard.
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If you are on a dashboard, click the ellipsis
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(``...``) in the top right corner.
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#. Click :guilabel:`Delete Dashboard`.
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source/release-notes.txt

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:depth: 1
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:class: twocols
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|charts| v1.27.0
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----------------
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*Released September 13, 2021*
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Improvements in this release:
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- |charts| now supports JWK\s or JWKS URL\s as an authentication
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provider when embedding charts.
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- Adds a new filter icon that indicates when dashboards are impacted by
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dashboard filters.
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- Adds new dashboard share icons to indicate public and internal
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sharing statuses.
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- Updates the dashboard and data source sharing screens.
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Bug fixes in this release:
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- Fixes an issue with highlighting in bar and column charts when
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converting the time zone of a date field.
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- Axis labels are now correctly highlighted for binned dates.
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- Improves performance when adding a missed field in the chart builder.
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- The :guilabel:`Convert type` option is now correctly enabled in the
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chart builder for single-level arrays in documents.
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- Fixes an issue where part of the chart builder tour for new users
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was incorrectly positioned.
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- Donut charts with :guilabel:`By Series` colors now display properly
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with ``null`` values.
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- Programmatic highlighting now works correctly with single quotes in
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values.
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- The chart aggregation pipeline view is now accessible when a chart is
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loading.
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|charts| v1.26.1
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----------------
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