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This PR: - updates navigation instructions to accommodate for the navigation changes related to solution views. - updates instructions for adding sample data to rely on the integrations page instead of the home page, that only exists with the classic solution view - updates references to the home page to avoid confusing users using one of the new solution views Closes: https://github.com/elastic/platform-docs-team/issues/529 Closes: https://github.com/elastic/platform-docs-team/issues/540
213 lines
6.7 KiB
Text
213 lines
6.7 KiB
Text
[[managing-saved-objects]]
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== Manage saved objects
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Edit, import, export, and copy your saved objects. These objects include
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dashboards, visualizations, maps, {data-sources}, *Canvas* workpads, and other saved objects.
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You can find the *Saved Objects* page using the navigation menu or the
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<<kibana-navigation-search,global search field>>.
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[role="screenshot"]
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image::images/management-saved-objects.png[Saved Objects]
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[float]
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=== Required permissions
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To access *Saved Objects*, you must have the required `Saved Objects Management` {kib} privilege.
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To add the privilege, go to the *Roles* management page using the navigation menu or the
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<<kibana-navigation-search,global search field>>.
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NOTE: Granting access to `Saved Objects Management` authorizes users to
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manage all saved objects in {kib}, including objects that are managed by
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applications they may not otherwise be authorized to access.
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[float]
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[[managing-saved-objects-view]]
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=== View and delete
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* To view and edit a saved object in its associated application, click the object title.
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* To show objects that use this object, so you know the
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impact of deleting it, click the actions icon image:images/actions_icon.png[Actions icon]
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and then select *Relationships*.
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* To delete one or more objects, select their checkboxes, and then click *Delete*.
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[float]
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[[managing-saved-objects-export-objects]]
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=== Import and export
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Use import and export to move objects between different {kib} instances.
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These actions are useful when you have multiple environments for development and production.
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Import and export also work well when you have a large number of objects to update and want to batch the process.
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{kib} also provides import and export {api-kibana}/group/endpoint-saved-objects[saved objects APIs] to automate this process.
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[float]
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==== Import
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Import multiple objects in a single operation.
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. In the toolbar, click *Import*.
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. Select the NDJSON file that
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includes the objects you want to import.
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. Select the import options. By default,
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saved objects already in {kib} are overwritten.
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. Click *Import*.
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NOTE: The <<savedObjects-maxImportExportSize, `savedObjects.maxImportExportSize`>> configuration setting
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limits the number of saved objects to include in the file. The
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<<savedObjects-maxImportPayloadBytes, `savedObjects.maxImportPayloadBytes`>> setting limits the overall
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size of the file that you can import.
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[float]
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==== Export
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Export objects by selection or type.
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* To export specific objects, select them in the table, and then click *Export*.
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* To export objects by type, click *Export objects* in the toolbar.
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{kib} creates an NDJSON with all your saved objects. By default, the NDJSON includes child objects related to the saved
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objects. Exported dashboards include their associated {data-sources}.
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NOTE: The <<savedObjects-maxImportExportSize, `savedObjects.maxImportExportSize`>> configuration setting
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limits the number of saved objects that you can export.
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[float]
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==== Compatibility across versions
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With each release, {kib} introduces changes to the way saved objects are stored.
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When importing a saved object, {kib} runs the necessary migrations to ensure
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that the imported saved objects are compatible with the current version.
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However, saved objects can only be imported into the same version,
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a newer minor on the same major, or the next major.
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Exported saved objects are not backward compatible and cannot be imported
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into an older version of {kib}. For example:
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|=======
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| Exporting version | Importing version | Compatible?
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| 6.7.0 | 6.8.1 | Yes
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| 6.8.1 | 7.3.0 | Yes
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| 7.3.0 | 7.11.1 | Yes
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| 7.11.1 | 7.6.0 | No
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| 6.8.1 | 8.0.0 | No
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|=======
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[float]
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[[managing-saved-objects-copy-to-space]]
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=== Copy to other {kib} spaces
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Copy saved objects and their related objects between spaces.
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. Click the actions icon image:images/actions_icon.png[Actions icon].
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. Click *Copy to spaces*.
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. Select the spaces in which to copy the object.
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. Specify whether to automatically overwrite any objects that already exist
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in the target spaces, or resolve them on a per-object basis.
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+
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The copy operation automatically includes child objects that are related to
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the saved object. If you don't want this behavior, use
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the <<spaces-api-copy-saved-objects, copy saved objects to space API>> instead.
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[float]
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[[managing-saved-objects-share-to-space]]
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=== Share to other {kib} spaces
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Make a single saved object available in multiple spaces.
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. Click the actions icon
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image:images/actions_icon.png[Actions icon].
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. Select *Share to spaces*.
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. Select the spaces in which to share the object.
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Or, indicate that you want the object to be shared to _all spaces_,
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which includes those that exist now and any created in the future.
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+
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Not all saved object types are shareable. If an object is shareable, the *Spaces* column shows where the object exists. You can click
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those space icons to open the Share UI.
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+
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The share operation automatically includes child objects that are related to the saved objects.
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[[spaces-api-update-objects-spaces-example-1]]
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To share a saved object to a space programmatically with the {api-kibana}/group/endpoint-spaces[spaces APIs], follow these steps:
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1. Collect reference graph and spaces context for each saved object that you want to share using get shareable references API:
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+
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[source,sh]
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----
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$ curl -X POST /api/spaces/_get_shareable_references
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{
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"objects": [
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{
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"type": "index-pattern",
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"id": "90943e30-9a47-11e8-b64d-95841ca0b247"
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}
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]
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}
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----
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+
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The API returns the following:
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[source,json]
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----
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{
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"objects": [
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{
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"type": "index-pattern",
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"id": "90943e30-9a47-11e8-b64d-95841ca0b247",
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"spaces": ["default"],
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"inboundReferences": [],
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"spacesWithMatchingOrigins": ["default"]
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}
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]
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}
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----
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2. Check each saved object for `spacesWithMatchingOrigins` conflicts.
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Objects should not be shared to spaces with matching origins or you will create URL conflicts (causing the same URL to point to different saved objects).
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3. Check each saved object for `spacesWithMatchingAliases` conflicts.
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If these match the spaces that these saved objects will be shared to you should disable legacy URL aliases for them using the disable legacy URL aliases API.
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When sharing to all spaces (`*`) all entries in `spacesWithMatchingAliases` should be checked.
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4. Update spaces of each saved object and all its references:
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+
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[source,sh]
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----
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$ curl -X POST /api/spaces/_update_objects_spaces
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{
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"objects": [
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{
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"type": "index-pattern",
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"id": "90943e30-9a47-11e8-b64d-95841ca0b247"
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}
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],
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"spacesToAdd": ["test"],
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"spacesToRemove": []
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}
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----
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+
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The API returns the following:
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+
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[source,json]
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----
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{
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"objects": [
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{
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"type": "index-pattern",
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"id": "90943e30-9a47-11e8-b64d-95841ca0b247",
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"spaces": ["default", "test"]
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}
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]
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}
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----
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