Create and manage a share

This article will describe the steps to going from a blank share to having a data accessible to your consumers; picking a source, a destination, creating a data transfer, and monitoring it in the Bobsled application.

Prerequisites

• To successfully create a data transfer in a share, you must have at least one Data source preconfigured in Bobsled

• If you’re establishing a connection to a Bobsled-managed destination, all you need do is pick where you want your data to be shared. Sharing to an externally managed destination may need more details before you are ready to start creating a transfer. Check our supported Destinations for more information

NOTE:
What you can see and do will differ based on your role and permissions.

Overview

Each share contains the following information:

• Share name and description: An optional combination of fields to provide more context to the contents of the share

• More options (ellipsis icon):

  • Archive: Retires the share and moves it to the archived tab. It gets permanently deleted after 30 days

  • Share ID Unique identifier for that share. Check our API documentation ↗ for more information on how to use it to create and manage Shares programmatically.

• Provider: Automatically populated, contains your account name and your email

• Consumer organization: Clicking on the ‘Add Consumer organization’ button will allow you to set the consumer for this data.

• Source: Pick from a list of existing data sources preconfigured in Bobsled

• Destination: Pick a destination based on your needs

• Transfers: Create a data transfer once you have a source–destination combination

• Logs: Observable information about your data transfers. Learn more.

NOTE:
Adding a Consumer organization to your Share is optional but it’s highly encouraged, as it affects your pricing, bar in Multi-tenant Filtering.

Setup instructions

1. From the side panel, select Shares

2. Click the Create share button

3. A blank Share page has been created, follow the steps below to set each section of the share

Adding Share name and description (optional)

1. With your cursor, hover over the title section, and click on the pencil icon

2. In the modal, change the name and description (optional)

3. Click save

Adding Consumer organization (optional)

1. Click Add Consumer Organization

2. In the modal, choose from existing consumer organizations or create a new one

3. Click Done.

NOTE:
If you have Multi-tenant Filtering enabled for your account, Consumer organizations are required.

Pick a source

NOTE:
You must have at least one source pre-configured in Bobsled. Check our Sources setup guides to learn how to configure yours.

1. Click Pick source

2. In the modal, select the dropdown and locate your source

3. Once you’ve set your source, click save

TIP:
If you haven’t created a data transfer yet, you can remove your data source (and destination), by clicking on the remove (x) icon. After you’ve created a data transfer, you must archive the current share if you wish to change these values.

Pick a destination

1. Click Pick destination

2. In the modal, select your desired destination, cloud platform if applicable, region, and click next

3. Depending on the type of destination you’re choosing, you can grant access to the destination now, or later

4. If you’ve granted access, click finish. If you wish to do this later, click skip for now
   Learn more by checking our Destinations section, how to set up and grant access

NOTE:
For Bobsled-managed destinations, you can add the access details after. You can see this with the message ‘No access granted’. Data transfers from your source can be created and automated, but consumers will only have access once you grant access.

TIP:
If you haven’t created a data transfer yet, you can remove the destination (and data source), by clicking on the remove (x) icon. After you’ve created a data transfer, you must archive the current share if you wish to change these values.

Create and manage a data transfer

Once you’ve set a source and a destination in the share, click on Create transfer. Learn more on the Create and manage a data transfer guide.

Archiving a share

When you need to retire a share manually, you can do so by following these steps:

1. From the share page (or the share list page), click on the more icon (ellipsis)

2. Click Archive

3. The dialog box will prompt you with two options:
   
   

   

   
   

   • Move to archive: this option will retire the share, revoke access immediately, and will permanently delete the data after 30 days

   • Delete forever: instructs Bobsled to delete the share and its contents—please note that this action is irreversible

4. Click on ‘move to archive’, and the share will be moved to the Archive tab, where you can restore it within the 30-day period