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docs: integrations (#9171)

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* docs: integrations framework

* docs: integrations (wip)

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* docs: integrations & connections

* docs: remove database folder

* docs: warning about access permissions

* docs: add new data source

* docs: meta sync

* docs: actions on data soruce

* docs: update links

* misc: data => Data

* docs: fix review comments
This commit is contained in:
Raju Udava
2024-08-07 22:07:15 +05:30
committed by GitHub
parent a5d0ad7dbd
commit 4bb8911171
37 changed files with 301 additions and 122 deletions
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packages/noco-docs/docs/100.data-sources/040.actions-on-data-sources.md
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@@ -5,35 +5,42 @@ tags: ['Data sources', 'UI ACL', 'Audit', 'Relations', 'Edit', 'Remove', 'Visibi
keywords: ['NocoDB data source', 'UI ACL', 'Audit logs', 'Relations', 'Edit', 'Unlink', 'Visibility']
---
## Edit external database configuration parameters
- Access `Data Sources` tab in the `Base Settings`
- Click on `Connection Details` tab
- Re-configure database credentials as required
## Edit Data Source parameters
- Open [Data Sources](010.data-source-overview.md#accessing-data-sources) tab in the Base Settings homepage
- Click on the data source that you wish to edit
- Re-configure data source parameters as required. The following parameters can be edited:
1. Data source name
2. Database & Schema
3. Data source access permissions
- Click on `Submit` button to save the changes
:::info
Please make sure database configuration parameters are valid. Any incorrect parameters could lead to schema loss!
:::note
To change database connection configuration parameters (like host, port, and such) use [Edit connection](/integrations/actions-on-connection#edit) option. Edit connection option is available only for the users with Workspace Creator+ permissions.
:::
![edit-data-source](/img/v2/data-source/data-source-edit.png)
## Remove data source
- Access `Data Sources` tab in the `Base Settings`
- Click on `Delete` icon listed under `Actions` column for the data source that you wish to remove
Open [Data Sources](010.data-source-overview.md#accessing-data-sources) tab in the Base Settings homepage
1. Click on Actions button (three dots) against the data source that you wish to remove
2. Select `Remove` option from the dropdown
![datasource unlink](/img/v2/data-source/data-source-remove.png)
![datasource unlink](/img/v2/data-source/data-source-remove.png)
![datasource unlink](/img/v2/data-source/data-source-remove-2.png)
:::note
Unlinking a data source will not delete the external data source. It will only remove the data source from the current project.
Removing a data source will not delete the external data source. It will only remove the data source from the current base.
:::
## Data source visibility
- Access `Data Sources` tab in the `Base Settings`
- Open [Data Sources](010.data-source-overview.md#accessing-data-sources) tab in the Base Settings homepage
- Toggle radio button listed under `Visibility` column for the data source that you wish to hide/un-hide
![datasource visibility](/img/v2/data-source/data-source-hide.png)
![datasource visibility](/img/v2/data-source/data-source-visibility.png)
## UI Access Control
@@ -42,18 +49,17 @@ Unlinking a data source will not delete the external data source. It will only r
UI Access Control is available only in Open-Source version of NocoDB.
:::
Access `Data Sources` tab in the `Base Settings` to manage UI access control for the data source.
1. Click on `UI ACL` button listed under `Actions` column for the data source that you wish to manage UI access control for
2. On the UI ACL modal, you can see the list of tables available in the data source as rows & roles available as columns. Toggle checkboxes to enable/disable access to tables for specific roles.
Open [Data Sources](010.data-source-overview.md#accessing-data-sources) tab in the Base Settings homepage, select the data source that you wish to configure UI ACL for and follow the steps below:
1. Select `UI ACL` tab
2. You can see the list of views & tables available in the data source as rows & roles available as columns. Toggle checkboxes to enable/disable access to tables for specific roles.
3. Click on `Save` button to save the changes
![ui acl](/img/v2/data-source/data-source-uiacl.png)
## Audit logs
Access `Data Sources` tab in the `Base Settings` to access Audit logs for the data source.
- Open [Data Sources](010.data-source-overview.md#accessing-data-sources) tab in the Base Settings homepage
- Click on `Default` datasource & then
- Access `Audit` tab to view the audit logs.
@@ -64,17 +70,21 @@ Audit logs are not available for external data source connections.
:::
## Relations
Access `Data Sources` tab in the `Base Settings` to access Relations view for the data source.
- Open [Data Sources](010.data-source-overview.md#accessing-data-sources) tab in the Base Settings homepage
- Select the data source that you wish to access ERD (Relations view) for
- Click on `ERD` tab
- Click on `ERD View` tab
![relations](/img/v2/data-source/data-source-erd.png)
### Junction table names within Relations
[//]: # (### Junction table names within Relations)
- Enable `Show M2M Tables` within `Project Settings` menu
- Double-click on `Show Fields` to see additional checkboxes get enabled.
- Enabling which you should be able to see junction tables and their table names.
[//]: # ()
[//]: # (- Enable `Show M2M Tables` within `Project Settings` menu)
![image](/img/v2/data-source/junction-table.png)
[//]: # (- Double-click on `Show Fields` to see additional checkboxes get enabled.)
[//]: # ( - Enabling which you should be able to see junction tables and their table names.)
[//]: # ()
[//]: # (![image](/img/v2/data-source/junction-table.png))