Learn about Datasources
Overview
Datasources are the entities that securely connect your instance with the tools where your data is. For example, the default datasource is the instance where the app is installed, which needs no configuration.
This data is collected thanks to the integrations provided by the app (see Product and Data Integration for further information).
Datasources and gadgets
Each gadget uses a datasource, and several gadgets can share the same datasource. Initially, when you configure your first gadget in a dashboard, you can opt for having all the compatible gadgets automatically configured with that datasource. Imagine that in your dashboard there are four gadgets that use Bitbucket as datasource, when you configure the first one, the rest can be automatically configured with the same datasource.
See Add and Manage Datasources to see how to configure a datasource.
Permissions in datasources
Datasources fetch and display information from external products, which in some occasions require extended permissions to access restricted or confidential data, or maybe just something you want to keep for yourself. In this case, you can configure permissions, and indicate who can use and/or edit your datasources. You’ll find the following options to set up access restrictions:
"Anyone can use and edit"
"Anyone can use, some can edit"
"Only specific people can use or edit"
You can configure permissions when you create a datasource, or editing the datasource in the Manage Datasources screen.
Read everything you need to know here Manage Permissions on Datasources!
Datasource Viewing Modes
Datasource Viewing Modes give users greater flexibility in how gadgets display data. This feature allows you to control whether data is displayed based on the permissions associated with the configured credentials (e.g., API tokens, OAuth tokens) rather than the viewer’s permissions.
Credentials
The gadget always uses the credentials (e.g., password or token) configured by the user who created this datasource to load and display data. These credentials are independent of the viewer or owner permissions.
Datasources configured with specific authentication credentials (e.g., password or API token) will always use those credentials to display data, regardless of who is viewing the dashboard.
Viewer
The gadget displays data according to the permissions of the person viewing the dashboard. Users without access to certain fields/projects will not see restricted data.
Datasources created using Connector apps to connect with remote instances (read more about Dashboard Hub Connector Apps) or local instances using the default datasources “My Jira instance” or “My Confluence instance” will have the ability to choose between Viewer mode or Owner mode.
Owner
The gadget uses the dashboard owner’s permissions to load data, ensuring a consistent view for all users viewing the dashboard.
The Owner Mode can be disabled by admins, check the global setting: Restrict Owner View Mode
Datasource | How the data can be displayed |
---|---|
My Jira instance (local Cloud or Data Center instance) or My Confluence instance (local Cloud or Data Center instance) | Viewer OR Owner |
Connector app (remote Cloud instance) | Viewer OR Owner |
API Token (Cloud instance) | Credentials |
User name and password (Data Center instance)
| Credentials |
Personal Access API Token (Data Center instance) | Credentials |
Type of datasources
Dashboard Hub uses three different types of datasources:
Default datasource
The default datasource is called This Jira/Confluence/Bitbucket/monday.com instance, which is the instance where Dashboard Hub is installed, and it requires no configuration. You can select it right after installing the app.
It is crucial to understand that This Jira/Confluence/Bitbucket/monday.com instance datasource utilizes the permissions of the dashboard owner to access and display data. This means that the data visible in gadgets using this datasource will be limited to what the dashboard owner has access to in the connected platform.
It is enabled by default, requiring no further configuration. It can be selected immediately in compatible gadgets.
It has access to the Jira/Confluence/Bitbucket/monday.com instance where the app is installed.
Data access and permissions are based on the dashboard owner's access within the connected platform. Although, you can choose between the Owner or the Viewer Viewing Mode.
For external platforms like http://monday.com or Bitbucket, the datasource needs to be linked to a specific http://monday.com account or Bitbucket account respectively. The authentication and the scope of accessible data depend on the dashboard owner's permissions within those external platforms.
Connector app
The Dashboard Hub Connector app is a special app that you install on external Atlassian Cloud products like Jira (Core, Software, Service Management), Confluence, and Bitbucket (includes Pipelines).
Data accessed through a Connector datasource relies on the permissions of the Atlassian account connected to the Connector app instance on that specific external instance. This is the user who authorized the connection in that external instance, not necessarily the dashboard owner in the Dashboard Hub instance.
This app acts as a bridge to bring data from other Atlassian Cloud products, maintaining user and security privileges configured on every instance. This ensures that users can only access data from other Atlassian Cloud products if their Atlassian accounts have the necessary privileges.
It just requires an admin to install the app on the external Atlassian Cloud instance and you are ready to go!
It requires a paid Dashboard Hub app to be installed in the main instance, but the Dashboard Hub Connector apps are free!
The Dashboard Hub app itself acts as a connector to the local instance. Therefore, if you are adding a gadget displaying data from the [PRODUCT] instance where Dashboard Hub is already installed, use the default datasource and do not install an additional Connector app. Connector apps are only required for connecting to external instances.
API Token
This type of datasource is required when:
A connector app cannot be installed.
When you specifically want to use the data accessible to the user who owns the API token, regardless of the dashboard owner’s permissions. This ensures data consistency as the data displayed will always be within the scope of the token owner's access, irrespective of who is viewing the dashboard or where it is embedded (e.g., different dashboards or Confluence pages).
It provides data access to several third-party products and services like the Explore apps for Atlassian products | Atlassian Marketplace , Opsgenie: Alert & On-Call Management Support | Atlassian , https://www.atlassian.com/software/statuspage , and http://monday.com(all avaiable today), and others available soon (see Product and Data Integration).
It requires an API Token to be generated from the external service and configured in the Dashboard Hub datasource settings. The access is limited by the permissions granted to that specific API Token.
See also
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Manage Datasource Restrictions — Manage global restrictions for datasources
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Manage Permissions on Datasources — Set use and/or edit permissions at datasource level.
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Hybrid Dashboards: Data from Server, Data Center and Cloud in the same Dashboard — Find out everything about Hybrid Dashboards: Data from server, data center and/or cloud in the same dashboard
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Set Up a Wallboard — Set up your information radiator: A wallboard
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Add and Configure Gadgets — Learn how to add and configure gadgets in dashboards
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Product and Data Integration — Discover what products can be integrated now and what will be soon
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What is a Gadget? — Gadgets are the small components in a dashboard that visually transmit the data with graphs, tables, images, text, etc.
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Learn about Datasources — Learn what datasources are, what types there are and why are they one of the key assets in dashboards
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Dashboard Gadgets: KPIs and Metrics — Here, we classify gadgets by dashboards, but you can combine any of them in a single dashboard as you wish!
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Dashboard Hub Connector Apps — A connector app is a special app to integrate with external Jira instances, Confluence or Bitbucket
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