DashMachine/config_readme.md
Ross Mountjoy e1d4b9f23e v0.5
- users are now managed through config.ini
- no more alembic, completely dynamic database, created on startup
- performance fixes
2020-03-20 17:56:53 -04:00

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Config.ini Readme

Settings

This is the configuration entry for DashMachine's settings. DashMachine will not work if this is missing. As for all config entries, [Settings] can only appear once in the config. If you change the config.ini file, you either have to restart the container (or python script) or click the save button in the config section of settings for the config to be applied.

[Settings]
theme = light
accent = orange
background = None
roles = admin,user,public_user
home_access_groups = admin_only
settings_access_groups = admin_only
custom_app_title = DashMachine
Variable Required Description Options
[Settings] Yes Config section name. [Settings]
theme Yes UI theme. light, dark
accent Yes UI accent color orange, red, pink, purple, deepPurple, indigo, blue, lightBlue,cyan, teal, green, lightGreen, lime, yellow, amber, deepOrange, brown, grey, blueGrey
background Yes Background image for the UI /static/images/backgrounds/yourpicture.png, external link to image, None, random
roles No User roles for access groups. comma separated string, if not defined, this is set to 'admin,user,public_user'. Note: admin, user, public_user roles are required and will be added automatically if omitted.
home_access_groups No Define which access groups can access the /home page Groups defined in your config. If not defined, default is admin_only
settings_access_groups No Define which access groups can access the /settings page Groups defined in your config. If not defined, default is admin_only
custom_app_title No Change the title of the app for browser tabs string
Users

Each user requires a config entry, and there must be at least one user in the config (otherwise the default user is added). Each user has a username, a role for configuring access groups, and a password. By default there is one user, named 'admin', with role 'admin' and password 'admin'. To change this user's name, password or role, just modify the config entry's variables and press save. To add a new user, add another user config entry UNDER all existing user config entries. A user with role 'admin' must appear first in the config. Do not change the order of users in the config once they have been defined, otherwise their passwords will not match the next time the config is applied. When users are removed from the config, they are deleted and their cached password is also deleted when the config is applied.

[Username]
role = admin
password = admin
confirm_password = admin
Variable Required Description Options
[Username] Yes The user's name for logging in [Username]
role Yes The user's role. This is used for access groups and controlling who can view /home and /settings. There must be at least one 'admin' user, and it must be defined first in the config. Otherwise, the first user will be set to admin. string
password No Add a password to this variable to change the password for this user. The password will be hashed, cached and removed from the config. When adding a new user, specify the password, otherwise 'admin' will be used. string
confirm_password No When adding a new user or changing an existing user's password you must confirm the password in this variable string
Apps

These entries are the cards that you see one the home page, as well as the sidenav. Entries must be unique. They are displayed in the order that they appear in config.ini

[App Name]
prefix = https://
url = your-website.com
icon = static/images/apps/default.png
sidebar_icon = static/images/apps/default.png
description = Example description
open_in = iframe
data_sources = None
tags = Example Tag
groups = admin_only
Variable Required Description Options
[App Name] Yes The name of your app. [App Name]
prefix Yes The prefix for the app's url. web prefix, e.g. http:// or https://
url Yes The url for your app. web url, e.g. myapp.com
open_in Yes open the app in the current tab, an iframe or a new tab iframe, new_tab, this_tab
icon Yes Icon for the dashboard. /static/images/icons/yourpicture.png, external link to image
sidebar_icon No Icon for the sidenav. /static/images/icons/yourpicture.png, external link to image
description No A short description for the app. string
data_sources No Data sources to be included on the app's card.*Note: you must have a data source set up in the config above this application entry. comma separated string
tags No Optionally specify tags for organization on /home comma separated string
groups No Optionally the access groups that can see this app. comma separated string
Access Groups

You can create access groups to control what user roles can access parts of the ui. Access groups are just a collection of roles, and each user has an attribute 'role'. Each application can have an access group, if the user's role is not in the group, the app will be hidden. Also, in the settings entry you can specify home_access_groups and settings_access_groups to control which groups can access /home and /settings

[admin_only]
roles = admin
Variable Required Description Options
[Group Name] Yes Name for access group. [Group Name]
roles Yes A comma separated list of user roles allowed to view apps in this access group Roles defined in your config. If not defined, defaults are admin and public_user

Say we wanted to create a limited user that still has a login, but can only access /home and certain apps we would first create a group:

[users]
roles = admin, user

then we would change in the [Settings] entry:

home_access_groups = users

By default here, the user user could access /home, but would see no apps. To allow access, we would add to apps:

groups = users

Say we then wanted to allow some access for users without a login (public_user), we would add:

[public]
roles = admin, user, public_user

then we would change in the [Settings] entry:

home_access_groups = public

By default here, the public_user user could access /home, but would see no apps. To allow access, we would add to apps:

groups = public

Its also important to note, when setting up roles in [Settings], say we had roles set like this:

roles = my_people

Dashmachine will automatically add admin,user,public_user, so really you would have 4 roles: my_people,admin,user,public_user. Also, the admin_only group is required and added by default if omitted.

Data Source Platforms

DashMachine includes several different 'platforms' for displaying data on your dash applications. Platforms are essentially plugins. All data source config entries require the platform variable, which tells DashMachine which platform file in the platform folder to load. Note: you are able to load your own platform files by placing them in the platform folder and referencing them in the config. However currently they will be deleted if you update the application, if you would like to make them permanent, submit a pull request for it to be added by default!

To add a data source to your app, add a data source config entry from one of the samples below above the application entry in config.ini, then add the following to your app config entry: data_source = variable_name