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[[managing-saved-objects]] | ||
== Saved Objects | ||
== Manage saved objects | ||
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The *Saved Objects* UI helps you keep track of and manage your saved objects. These objects | ||
store data for later use, including dashboards, visualizations, maps, data views, | ||
Canvas workpads, and more. | ||
Edit, import, export, and copy your saved objects. These objects include | ||
dashboards, visualizations, maps, {data-sources}, *Canvas* workpads, and other saved objects. | ||
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To get started, open the main menu, then click *Stack Management > Saved Objects*. | ||
To get started, open the main menu, and then click *Stack Management > Saved Objects*. | ||
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[role="screenshot"] | ||
image::images/management-saved-objects.png[Saved Objects] | ||
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[float] | ||
=== Required permissions | ||
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The `Saved Objects Management` {kib} privilege is required to access the *Saved Objects* UI. | ||
To access *Saved Objects*, you must have the required `Saved Objects Management` {kib} privilege. | ||
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To add the privilege, open the menu, then click *Stack Management > Roles*. | ||
To add the privilege, open the main menu, and then click *Stack Management > Roles*. | ||
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NOTE: | ||
Granting access to Saved Objects Management will authorize users to manage all saved objects in {kib}, including objects that are managed by applications they may not otherwise be authorized to access. | ||
NOTE: Granting access to `Saved Objects Management` authorizes users to | ||
manage all saved objects in {kib}, including objects that are managed by | ||
applications they may not otherwise be authorized to access. | ||
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[float] | ||
[[managing-saved-objects-view]] | ||
=== View and delete | ||
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* To view and edit an object in its associated application, click the object title. | ||
* 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 | ||
impact of deleting it, click the actions icon image:images/actions_icon.png[Actions icon] | ||
and select *Relationships*. | ||
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] | ||
[[managing-saved-objects-export-objects]] | ||
=== Import and export | ||
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Using the import and export actions, you can move objects between different | ||
{kib} instances. This action is useful when you | ||
have multiple environments for development and production. | ||
Import and export also work well when you have a large number | ||
of objects to update and want to batch the process. | ||
Use import and export to move objects between different {kib} instances. | ||
These actions are useful when you have multiple environments for development and production. | ||
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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In addition to the user interface, {kib} provides beta <<saved-objects-api-import, import>> and <<saved-objects-api-export, export>> APIs if | ||
you want to automate this process. | ||
{kib} also provides <<saved-objects-api-import, import>> and | ||
<<saved-objects-api-export, export>> APIs to automate this process. | ||
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[float] | ||
==== Compatibility across versions | ||
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With each release, {kib} introduces changes to the way saved objects are stored. When importing a saved object, {kib} will run the necessary migrations to ensure 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, a newer minor on the same major, or the next major. Exported saved objects are not backwards compatible and cannot be imported into an older version of {kib}. See the table below for compatibility examples: | ||
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|======= | ||
| Exporting version | Importing version | Compatible? | ||
| 6.7.0 | 6.8.1 | Yes | ||
| 6.8.1 | 7.3.0 | Yes | ||
| 7.3.0 | 7.11.1 | Yes | ||
| 7.11.1 | 7.6.0 | No | ||
| 6.8.1 | 8.0.0 | No | ||
|======= | ||
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[float] | ||
==== Import | ||
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You can import multiple objects in a single operation. Click *Import* and | ||
navigate to the NDJSON file that | ||
represents the objects to import. By default, | ||
Import multiple objects in a single operation. | ||
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. In the toolbar, click *Import*. | ||
. Select the NDJSON file that | ||
includes the objects you want to import. | ||
. Select the import options. By default, | ||
saved objects already in {kib} are overwritten. | ||
. Click *Import*. | ||
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NOTE: The <<savedObjects-maxImportExportSize, `savedObjects.maxImportExportSize`>> configuration setting | ||
limits the number of saved objects which may be included in this file. Similarly, the | ||
limits the number of saved objects to include in the file. The | ||
<<savedObjects-maxImportPayloadBytes, `savedObjects.maxImportPayloadBytes`>> setting limits the overall | ||
size of the file that can be imported. | ||
size of the file that you can import. | ||
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[float] | ||
==== Export | ||
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You have two options for exporting saved objects. | ||
Export objects by selection or type. | ||
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* Select the checkboxes of objects that you want to export, and then click *Export*. | ||
* Click *Export x objects*, and export objects by type. | ||
* To export specific objects, select them in the table, and then click *Export*. | ||
* To export objects by type, click *Export objects* in the toolbar. | ||
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This action creates an NDJSON with all your saved objects. By default, the NDJSON includes child objects that are related to the saved | ||
objects. Exported dashboards include their associated data views. | ||
{kib} creates an NDJSON with all your saved objects. By default, the NDJSON includes child objects related to the saved | ||
objects. Exported dashboards include their associated {data-sources}. | ||
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NOTE: The <<savedObjects-maxImportExportSize, `savedObjects.maxImportExportSize`>> configuration setting | ||
limits the number of saved objects which may be exported. | ||
limits the number of saved objects that you can export. | ||
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[float] | ||
==== Compatibility across versions | ||
|
||
With each release, {kib} introduces changes to the way saved objects are stored. | ||
When importing a saved object, {kib} runs the necessary migrations to ensure | ||
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, | ||
a newer minor on the same major, or the next major. | ||
Exported saved objects are not backward compatible and cannot be imported | ||
into an older version of {kib}. For example: | ||
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|======= | ||
| Exporting version | Importing version | Compatible? | ||
| 6.7.0 | 6.8.1 | Yes | ||
| 6.8.1 | 7.3.0 | Yes | ||
| 7.3.0 | 7.11.1 | Yes | ||
| 7.11.1 | 7.6.0 | No | ||
| 6.8.1 | 8.0.0 | No | ||
|======= | ||
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[float] | ||
[role="xpack"] | ||
[[managing-saved-objects-copy-to-space]] | ||
=== Copy to other {kib} spaces | ||
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To copy a saved object to another space, click the actions icon image:images/actions_icon.png[Actions icon] | ||
and select *Copy to spaces*. From here, you can select the spaces in which to copy the object. | ||
You can also select whether to automatically overwrite any conflicts in the target spaces, or | ||
resolve them manually. | ||
Copy saved objects and their related objects between spaces. | ||
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WARNING: The copy operation automatically includes child objects that are related to the saved objects. If you don't want this behavior, use | ||
. Click the actions icon image:images/actions_icon.png[Actions icon]. | ||
. Click *Copy to spaces*. | ||
. Select the spaces in which to copy the object. | ||
. Specify whether to automatically overwrite any objects that already exist | ||
in the target spaces, or resolve them on a per-object basis. | ||
+ | ||
The copy operation automatically includes child objects that are related to | ||
the saved object. If you don't want this behavior, use | ||
the <<spaces-api-copy-saved-objects, copy saved objects to space API>> instead. | ||
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[float] | ||
[role="xpack"] | ||
[[managing-saved-objects-share-to-space]] | ||
=== Share to other {kib} spaces | ||
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To share a saved object to another space -- which makes a single saved object available in multiple spaces -- click the actions icon | ||
image:images/actions_icon.png[Actions icon] and select *Share to spaces*. From here, you can select the spaces in which to share the object, | ||
or indicate that you want the object to be shared to _all spaces_, which includes those that exist now and any created in the future. | ||
Make a single saved object available in multiple spaces. | ||
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Not all saved object types are shareable. If an object is shareable, the Spaces column shows which spaces it exists in. You can also click | ||
. Click the actions icon | ||
image:images/actions_icon.png[Actions icon]. | ||
. Select *Share to spaces*. | ||
. Select the spaces in which to share the object. | ||
Or, indicate that you want the object to be shared to _all spaces_, | ||
which includes those that exist now and any created in the future. | ||
+ | ||
Not all saved object types are shareable. If an object is shareable, the *Spaces* column shows where the object exists. You can click | ||
those space icons to open the Share UI. | ||
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WARNING: The share operation automatically includes child objects that are related to the saved objects. | ||
+ | ||
The share operation automatically includes child objects that are related to the saved objects. | ||
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include::saved-objects/saved-object-ids.asciidoc[] |
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