Authoring in progress

newrelic · sujitnewrelic · Jan 19, 2025 · Jan 19, 2025 · Jan 19, 2025 · Jan 20, 2025
commit 6cda7192eea423359d1257e4d673b7f39c8ab5b7
diff --git a/...y-your-data/explore-query-data/dashboards/share-charts-dashbords-externally.mdx b/...y-your-data/explore-query-data/dashboards/share-charts-dashbords-externally.mdx
@@ -18,25 +18,25 @@
 * **View mode**: Viewers can select light or dark mode depending on their preference.
 * **TV mode**: Viewers can enable a full-screen TV mode that optimizes the dashboard for display on a television screen.

 Each time viewers access the live URLs, it consumes your allocated [CCU](/docs/licenses/license-information/product-definitions/new-relic-one-pricing-definitions/#compute-capacity-unit) limit. If usage exceeds this limit, [additional charges](/docs/accounts/accounts-billing/new-relic-one-pricing-billing/add-on-billing) may apply.


 <Callout variant="caution"> Anyone with the live dashboard or chart URLs can view all the information from the dashboard or chart. Share information carefully and in accordance with your company's internal policies and procedures.</Callout>

 ## Prerequisites [#prerequisites-public-dashboard]
 This feature includes multiple security layers and conditions to ensure controlled and secure data sharing. To share dashboards or charts publicly, ensure the following setup is in place. Refer to the [Security and access management](/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts) for setup details:
 * The `Live url control` permission is enabled for the account with the dashboard.
 * The custom role and permissions are configured for you to share dashboards and charts.
 * The accounts sourcing the dashboard or chart are having grants for your role to share data externally.
 * You have access to all accounts sourcing the dashboard or chart.
 * You are the owner of the dashboard or chart you want to share.
 * The [dashboard permission](/docs/query-your-data/explore-query-data/dashboards/introduction-dashboards/#dashboards-permissions) is not set to <DNT>**Private**</DNT>.


 ## Share your dashboard [#share-dashboard]
 You can share your dashboard by generating a live dashboard URL and managing its expiration duration. Additionally, you can view the list of generated URLs with details and revoke them at any time from the New Relic platform. To ensure security and compliance, monitor the audit trail for creating, updating, or revoking shared dashboard URLs.
 
-<Callout variant="caution">You can also create and manage live dashboard URLs through the [NerdGraph API](/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api). </Callout>
+<Callout variant="tip">You can also create and manage live dashboard URLs through the [NerdGraph API](/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api). </Callout>
 
 ### Create a live dashboard URL [#create-dashboard-url]
 To create a publicly accessible live URL for your dashboard:
@@ -44,11 +44,11 @@
 2. Open the dashboard you want to share.
 3. In the top-right corner, click the <DNT>**Share**</DNT> icon.
 4. Select <DNT>**Share dashboard**</DNT>. A confirmation message appears to acknowledge the following::
    * The dashboard does not contain sensitive information.
    * Accessing this shared dashboard from the live URL each time may consume your CCU.
 5. Click <DNT>**Continue**</DNT>. The <DNT>**Share dashboard**</DNT> dialog appears.
 6. Assign a duration for the URL to be live. The URL expires after the specified duration.
 7. Click <DNT>**Save changes**</DNT>. A notification appears about the successful creation of the URL, and it is copied to your clipboard.
 8. To render the shared dashboard page, click the notification, or manually browse it in a new tab with the copied URL.

 <Callout variant="important">
@@ -86,7 +86,7 @@
 ### Audit trail and logging [#audit-trail-dashboard]
 Creating, updating, or revoking shared dashboard URLs generates an audit trail in the [NrAuditEvent](https://docs.newrelic.com/docs/accounts/accounts/account-maintenance/query-account-audit-logs-nrauditevent/). To view the records in the query builder:
 1. Go to <DNT>**[one.newrelic.com > Query Your Data](https://one.newrelic.com/nr1-core)**</DNT>.
 2. From <DNT>**Account**</DNT> dropdown of the query builder tab, select the account from which the public dashboard links are created.
 4. Run any of the following queries to view the audit trails:

  <CollapserGroup>

diff --git a/...cs/query-your-data/explore-query-data/dashboards/share-dashboard-internally.mdx b/...cs/query-your-data/explore-query-data/dashboards/share-dashboard-internally.mdx
@@ -24,6 +24,4 @@ Or
     3. Select <DNT>**Copy JSON to clipboard**</DNT>.
     4. Paste the JSON code into a message or document to share it with your team.
 
-You can also [duplicate your dashboard](/docs/query-your-data/explore-query-data/dashboards/introduction-dashboards/#dashboards-clone).
-
 
diff --git a/src/nav/dashboards.yml b/src/nav/dashboards.yml
@@ -35,9 +35,9 @@ pages:
         path: /docs/query-your-data/explore-query-data/dashboards/dashboards-charts-import-export-data
       - title: Share dashboards and charts
         pages: 
-          - title: Share dashboards internally
+          - title: Share internally
             path: /docs/query-your-data/explore-query-data/dashboards/share-dashboard-internally
-          - title: Share dashboards and charts externally
+          - title: Share externally
             path: /docs/query-your-data/explore-query-data/dashboards/share-charts-dashbords-externally
           - title: Security and access management for external sharing
             path: /docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts

diff --git a/...uery-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx b/...uery-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx
 redirects:
 freshnessValidatedDate: never
 ---
 When you share dashboards or charts publicly via live URLs, it exposes sensitive data to external viewers, so it's critical to manage access and permissions carefully. Ensure you have the following setups as per your requirement to securely share dashboards and charts. 

 Each of the following personas has specific responsibilities in this process:
 * **Authentication domain manager**: Controls the feature's enablement in account level.
 * **Administrator**: Configures custom roles and permissions for users to manage live URLs.

 ## Feature enablement [#feature-enablement]
 For sharing dashboards publicly, the Authentication domain manager needs to check and enable the <DNT>**Live Url Creation**</DNT> policy at the account level. This is not applicable to chart sharing. The Authentication domain manager can check the status of this policy in accounts, and enable or disable it only via NerdGraph API.

 <CollapserGroup>
  <Collapser
    id="check-policy-status"
    title="Check status of the <DNT>**Live Url Creation**</DNT> policy in accounts"
  >
    As an Authentication Domain Manager, you can check the current status of the <DNT>**Live Url Creation**</DNT> policy in specific accounts. Use the [NerdGraph API explorer](https://one.newrelic.com/nerdgraph-graphiql) to construct a [graph API call](/docs/apis/nerdgraph/get-started/nerdgraph-explorer) as following. Replace `1, 2, 3` with actual account IDs. If you don't provide the account IDs, the call returns the status of your authorized account. You can query up to 100 accounts simultaneously.

      ```
      {

 ## Access management [#access-management]

 As an Administrator perform the following steps to grant access to a user for [managing live dashboard and chart URLs](/docs/query-your-data/explore-query-data/dashboards/share-charts-dashbords-externally). Check with the user about there specific needs and accordingly do the configuration. To learn more about user management, see [User management tutorial](/docs/accounts/accounts-billing/new-relic-one-user-management/account-user-mgmt-tutorial/).

 <Steps>

  <Step>
    ### Add permissions to a custom role [#permissions-to-custom-role]
    [Create a new custom role](/docs/accounts/accounts-billing/new-relic-one-user-management/account-user-mgmt-tutorial/#roles) with the following permissions, or add them to an existing role. Check with the user to understand the level of access required. 
       * `Live Url (all)`: Access details of live URLs for all users.
           * `View`: Can see all live URL details.
           * `Delete`: Can revoke any live URLs.
       * `Live Url (individual)`: Access details of live URLs owned by the user.
            * `View`: Can see own live URL details.
           * `Modify`: Can update the time period of the URLs to remain live.
           * `Delete`: Can revoke own live URLs.
  </Step>

  <Step>
    ## Add user, role, and account to a group [#group-access]
    [Create a new group](/docs/accounts/accounts-billing/new-relic-one-user-management/account-user-mgmt-tutorial/#group-access) for dashboard sharing, or manage an existing group to set up as following:
        1. Add the user under <DNT>**Members**</DNT>.
        2. Associate the custom role with the desired account under <DNT>**Account access**</DNT> for dashboard sharing.
        3. If the dashboard data spans multiple accounts, include the custom role for each relevant account within the group.
          <Callout variant="tip">
            Ensure you have the sharing capabilities defined for all accounts queried in the dashboard.
          </Callout>
diff --git a/src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx b/src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx
 freshnessValidatedDate: never
 ---

 With the necessary [security and access set up](/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts) you can create, manage, and revoke publicly accessible live dashboard URLs using queries and mutations in [NerdGraph](/docs/apis/nerdgraph/get-started/introduction-new-relic-nerdgraph), 
 You can also do it  from the [New Relic UI](/docs/query-your-data/explore-query-data/dashboards/share-charts-dashbords-externally).

 <Callout variant="caution">
  Anyone with the unique link will be able to view the information on the shared dashboard or chart. Share information carefully and in accordance with your company's internal policies and procedures.
 </Callout>

 For creating, updating, or revoking a publicly accessible live dashboard URL from NerdGraph, you need the GUID of the dashboard you want to share.

 ## Update the expiration date [#update-dashboard-url-nerdgraph]

 Make sure you have the [permission](/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts/#permissions-to-custom-role) to modify the shared dashboard URL. To update the expiration duration:
 1. Go to [NerdGraph API explorer](https://one.newrelic.com/nerdgraph-graphiql)
 2. Construct a [graph API call](/docs/apis/nerdgraph/get-started/nerdgraph-explorer) using the following details:
  * Mutation: `dashboardUpdateLiveUrl`
Original file line number	Diff line number	Diff line change
		@@ -24,6 +24,4 @@ Or
		3. Select <DNT>Copy JSON to clipboard</DNT>.
		4. Paste the JSON code into a message or document to share it with your team.

		You can also [duplicate your dashboard](/docs/query-your-data/explore-query-data/dashboards/introduction-dashboards/#dashboards-clone).
	redirects:
	freshnessValidatedDate: never
	---
	When you share dashboards or charts publicly via live URLs, it exposes sensitive data to external viewers, so it's critical to manage access and permissions carefully. Ensure you have the following setups as per your requirement to securely share dashboards and charts.
Check notice on line 18 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L18 `[new-relic.Adverbs] Consider removing 'carefully'.` Raw output `{"message": "[new-relic.Adverbs] Consider removing 'carefully'.", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 18, "column": 158}}}, "severity": "INFO"}` Check notice on line 18 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L18 `[Microsoft.Wordiness] Consider using 'per' instead of 'as per'.` Raw output `{"message": "[Microsoft.Wordiness] Consider using 'per' instead of 'as per'.", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 18, "column": 206}}}, "severity": "INFO"}`

	Each of the following personas has specific responsibilities in this process:
	* Authentication domain manager: Controls the feature's enablement in account level.
	* Administrator: Configures custom roles and permissions for users to manage live URLs.

	## Feature enablement [#feature-enablement]
	For sharing dashboards publicly, the Authentication domain manager needs to check and enable the <DNT>Live Url Creation</DNT> policy at the account level. This is not applicable to chart sharing. The Authentication domain manager can check the status of this policy in accounts, and enable or disable it only via NerdGraph API.
Check failure on line 25 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L25 `[Microsoft.Contractions] Use 'isn't' instead of 'is not'.` Raw output `{"message": "[Microsoft.Contractions] Use 'isn't' instead of 'is not'.", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 25, "column": 165}}}, "severity": "ERROR"}`

	<CollapserGroup>
	<Collapser
	id="check-policy-status"
	title="Check status of the <DNT>Live Url Creation</DNT> policy in accounts"
	>
	As an Authentication Domain Manager, you can check the current status of the <DNT>Live Url Creation</DNT> policy in specific accounts. Use the [NerdGraph API explorer](https://one.newrelic.com/nerdgraph-graphiql) to construct a [graph API call](/docs/apis/nerdgraph/get-started/nerdgraph-explorer) as following. Replace `1, 2, 3` with actual account IDs. If you don't provide the account IDs, the call returns the status of your authorized account. You can query up to 100 accounts simultaneously.
Check notice on line 32 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L32 `[new-relic.ComplexWords] Consider using 'give' or 'offer' instead of 'provide'.` Raw output `{"message": "[new-relic.ComplexWords] Consider using 'give' or 'offer' instead of 'provide'.", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 32, "column": 377}}}, "severity": "INFO"}`

	```
	{

	## Access management [#access-management]

	As an Administrator perform the following steps to grant access to a user for [managing live dashboard and chart URLs](/docs/query-your-data/explore-query-data/dashboards/share-charts-dashbords-externally). Check with the user about there specific needs and accordingly do the configuration. To learn more about user management, see [User management tutorial](/docs/accounts/accounts-billing/new-relic-one-user-management/account-user-mgmt-tutorial/).
Check notice on line 132 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L132 `[new-relic.ComplexWords] Consider using 'so' instead of 'accordingly'.` Raw output `{"message": "[new-relic.ComplexWords] Consider using 'so' instead of 'accordingly'.", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 132, "column": 259}}}, "severity": "INFO"}`

	<Steps>

	<Step>
	### Add permissions to a custom role [#permissions-to-custom-role]
Check notice on line 137 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L137 `[Microsoft.SentenceLength] Try to keep sentences short (< 30 words).` Raw output `{"message": "[Microsoft.SentenceLength] Try to keep sentences short (\u003c 30 words).", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 137, "column": 9}}}, "severity": "INFO"}`
	[Create a new custom role](/docs/accounts/accounts-billing/new-relic-one-user-management/account-user-mgmt-tutorial/#roles) with the following permissions, or add them to an existing role. Check with the user to understand the level of access required.
	* `Live Url (all)`: Access details of live URLs for all users.
	* `View`: Can see all live URL details.
	* `Delete`: Can revoke any live URLs.
	* `Live Url (individual)`: Access details of live URLs owned by the user.
	* `View`: Can see own live URL details.
	* `Modify`: Can update the time period of the URLs to remain live.
Check notice on line 144 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L144 `[new-relic.ComplexWords] Consider using 'change' instead of 'Modify'.` Raw output `{"message": "[new-relic.ComplexWords] Consider using 'change' instead of 'Modify'.", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 144, "column": 15}}}, "severity": "INFO"}` Check notice on line 144 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L144 `[Microsoft.Wordiness] Consider using 'time' instead of 'time period'.` Raw output `{"message": "[Microsoft.Wordiness] Consider using 'time' instead of 'time period'.", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 144, "column": 39}}}, "severity": "INFO"}`
	* `Delete`: Can revoke own live URLs.
	</Step>

	<Step>
	## Add user, role, and account to a group [#group-access]
Check notice on line 149 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L149 `[Microsoft.SentenceLength] Try to keep sentences short (< 30 words).` Raw output `{"message": "[Microsoft.SentenceLength] Try to keep sentences short (\u003c 30 words).", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 149, "column": 8}}}, "severity": "INFO"}`
	[Create a new group](/docs/accounts/accounts-billing/new-relic-one-user-management/account-user-mgmt-tutorial/#group-access) for dashboard sharing, or manage an existing group to set up as following:
	1. Add the user under <DNT>Members</DNT>.
	2. Associate the custom role with the desired account under <DNT>Account access</DNT> for dashboard sharing.
	3. If the dashboard data spans multiple accounts, include the custom role for each relevant account within the group.
Check notice on line 153 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L153 `[Microsoft.SentenceLength] Try to keep sentences short (< 30 words).` Raw output `{"message": "[Microsoft.SentenceLength] Try to keep sentences short (\u003c 30 words).", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 153, "column": 12}}}, "severity": "INFO"}` Check notice on line 153 in src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx GitHub Actions / vale [vale] src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx#L153 `[new-relic.ComplexWords] Consider using 'many' instead of 'multiple'.` Raw output `{"message": "[new-relic.ComplexWords] Consider using 'many' instead of 'multiple'.", "location": {"path": "src/content/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts.mdx", "range": {"start": {"line": 153, "column": 40}}}, "severity": "INFO"}`
	<Callout variant="tip">
	Ensure you have the sharing capabilities defined for all accounts queried in the dashboard.
	</Callout>
	freshnessValidatedDate: never
	---

	With the necessary [security and access set up](/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts) you can create, manage, and revoke publicly accessible live dashboard URLs using queries and mutations in [NerdGraph](/docs/apis/nerdgraph/get-started/introduction-new-relic-nerdgraph),
Check notice on line 11 in src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx GitHub Actions / vale [vale] src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx#L11 `[Microsoft.SentenceLength] Try to keep sentences short (< 30 words).` Raw output `{"message": "[Microsoft.SentenceLength] Try to keep sentences short (\u003c 30 words).", "location": {"path": "src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx", "range": {"start": {"line": 11, "column": 1}}}, "severity": "INFO"}`
	You can also do it from the [New Relic UI](/docs/query-your-data/explore-query-data/dashboards/share-charts-dashbords-externally).

	<Callout variant="caution">
	Anyone with the unique link will be able to view the information on the shared dashboard or chart. Share information carefully and in accordance with your company's internal policies and procedures.
Check notice on line 15 in src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx GitHub Actions / vale [vale] src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx#L15 `[new-relic.Adverbs] Consider removing 'carefully'.` Raw output `{"message": "[new-relic.Adverbs] Consider removing 'carefully'.", "location": {"path": "src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx", "range": {"start": {"line": 15, "column": 120}}}, "severity": "INFO"}`
	</Callout>

	For creating, updating, or revoking a publicly accessible live dashboard URL from NerdGraph, you need the GUID of the dashboard you want to share.

	## Update the expiration date [#update-dashboard-url-nerdgraph]

	Make sure you have the [permission](/docs/query-your-data/explore-query-data/dashboards/Prerequisites-to-share-dashboards-charts/#permissions-to-custom-role) to modify the shared dashboard URL. To update the expiration duration:
Check notice on line 56 in src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx GitHub Actions / vale [vale] src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx#L56 `[new-relic.ComplexWords] Consider using 'change' instead of 'modify'.` Raw output `{"message": "[new-relic.ComplexWords] Consider using 'change' instead of 'modify'.", "location": {"path": "src/content/docs/apis/nerdgraph/examples/manage-live-dashboard-urls-via-api.mdx", "range": {"start": {"line": 56, "column": 162}}}, "severity": "INFO"}`
	1. Go to [NerdGraph API explorer](https://one.newrelic.com/nerdgraph-graphiql)
	2. Construct a [graph API call](/docs/apis/nerdgraph/get-started/nerdgraph-explorer) using the following details:
	* Mutation: `dashboardUpdateLiveUrl`