Sharing
Deephaven Dashboards can be shared via the Sharing With Others menu, thereby enabling collaboration among coworkers, clients, customers, management, compliance and many other groups.
The list of usernames presented in the window represents all users who use the same system. If there is a check in the box to the left of the username, that user can see the dashboard currently on display. For example, in the screenshot above, both demoUser and user_2222 have been invited to see the same dashboard.
Roles
There are two different roles when sharing Deephaven Dashboards:
Dashboard Admin
The Dashboard Admin is the person who creates the dashboard content, builds the tables and plots, and assigns permissions as to who can and cannot view the content. Dashboard Owners can also update existing shared dashboards with new information and change the layout of items.
Dashboard Viewer
The Dashboard Viewer is the person with which a dashboard has been shared. The Dashboard Viewer can review the content created and shared by the Dashboard Admin. They can also change the layout, create new panels, sort and filter data, and further manipulate data and plots in the interface. They will only be able to see the tables and plots used to build the shared dashboard if they have permission to view the persistent queries that generate them. Permissions are configured in the primary (swing) Deephaven UI.
If a Dashboard Viewer makes changes to a shared dashboard, those changes will be automatically stored. However, the Dashboard Admin ultimately controls the layout of the shared dashboard. See Updating Shared Dashboards below.
If a dashboard has been shared with you, you can create new dashboards using the tables and plots provided in the original shared dashboard(s). You can share newly created dashboards with other users in the system, but only if they are authorized to see the source information, as authorized by the underlying persistent queries.
Updating Shared Dashboards
The authority to see, use and/or share a dashboard is determined by the dashboard's admin. If the dashboard admin changes the layout of a shared dashboard (by adding/deleting panels, adding a filter on a table, etc.), then publishes a new version by sharing the dashboard again, all shared users will receive an update notification that a new version has been published, and they will be able to confirm or postpone updating their dashboard view.
You can choose to update your dashboard immediately by clicking the Update button or to postpone the update by clicking the Later button.
If you have already changed the layout of the shared dashboard and the dashboard author makes another subsequent change, shared users will receive a similar notice informing you that the dashboard layout has been updated.
If the layout of a shared dashboard is changed, the Sharing button in the navigation bar at the top will show a blue dot.
Clicking on this version of the Sharing button will open a revised Sharing With Others window:
In this example, user_2222 is shown as the only shared user for this dashboard. The author of this dashboard can choose to:
- Share this update with other shared users by selecting the Share button.
- Not share the updated dashboard by clicking the Cancel button at the bottom of the window or the Close button at the top right corner of the window.
- Discard your dashboard updates entirely by selecting Discard Changes.