Manage Files

This section explains on how to add, update, download, delete files and also on how to view version history of files in the Syncfusion Dashboard Server.

Files that are accessible by the user depending on the user’s permission is displayed in the files page.

Manage Files

Files can be either downloaded in .zip format or viewed in the browser using Get Link option which is available for all the files in the grid.

Follow the below steps to get the link of a file.

  1. Click on the context menu of the respective file and choose Get Link option.

    Get Link

  2. The Get Link dialog will be opened. Check the Download as .zip to download the file in .zip format.

    zip format

    To view the respective file in browser, uncheck the Download as .zip option in the dialog.

    Browser view

Add Files

Files can be added in the Dashboard Server only when you have Create All Files permission.

Steps to add a file

  1. Click on the Create button in the menu and select File to add a file.

    Create File

  2. Fill the form with name, description of file and upload the file in the Add File dialog box. Any file can be uploaded into the Dashboard Server and the file can be linked/added to the dashboards.

    Add File

  3. When clicking on Add, the file will be added to the Dashboard Server and it can be used in any one of the Dashboards.

NOTE

Read Write Delete permission for that Specific File will be added for the user who created the file.

Update Files

Name, description and the physical file can be changed in the update file dialog box.

Update file

Share Files

This section explains on how to share files with the other users in the Dashboard Server.

Steps to share a file

  1. Click the Actions button in the Files grid context menu and select Manage Permissions option.

    Manage Permission

  2. Select the permission access from the Select Access dropdown and select the users or groups to share the files.

    Share Data source

  3. After selecting the access and users or groups, click on the Add Permission button.

    Add Permission

NOTE

Only the user who created the file can share the file with other Dashboard Server users.

View Permission

If the user is not an owner of the File, user can view the assigned permissions of the file by clicking the Manage Permissions option in the Files grid context menu.

Manage Permission Context

The permission availed to the users can be viewed in the Users tab.

View User Permission

The permission availed to the groups can be viewed in the Groups tab.

View Group Permission

Remove Permission

The user who created the file can remove the shared file permissions using the Remove option in the Actions column of the each permissions.

Remove Permission

Download Files

Click the Actions button in the files grid context menu and select Download to download the file compressed in a .zip format.

Download file

Version History

Versions and file logs for each file are maintained in the Dashboard Server for every changes in the file. Check Version History section in Manage Dashboards for more details.

Delete Files

Files can also be deleted from the Dashboard Server when they are no longer required.

Click the Actions button in the files grid context menu and select Delete to delete the file.

Delete File