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User guide
Academy
Code library
Widgets
APIs
Release notes
OpenDataSoft Documentation
1.0
  • Getting started with Opendatasoft
    • Using Opendatasoft as an authenticated user
    • Discovering a domain without having an Opendatasoft account

Front Office

  • Exploring the catalog and datasets
    • Navigating the catalog
      • Sorting the catalog
      • Filtering the catalog
        • Using the search bar
        • Using the geographic filter
        • Using the selectable filters
      • Downloading the catalog
      • Exploring a dataset from the catalog
    • Looking up a dataset
      • Checking dataset information
      • Visualizing data
        • Visualizing data in a table
        • Visualizing data on a map
        • Visualizing data through a chart
        • Visualizing data through images
        • Visualizing data in a calendar
      • Filtering a dataset
        • Using the search bar
        • Using the selectable filters
    • Searching in the data
      • Query Language and Geo Filtering
        • Query language
        • Geo Filtering
    • Getting involved: sharing, reusing & reacting
      • Discovering & submitting data reuses
        • Discovering existing reuses
        • Submitting own reuses
      • Sharing & embedding data visualizations
        • Sharing a data visualization
        • Embedding a data visualization
      • Exporting data
        • Available export formats
        • Exporting and downloading images
      • Using the API
        • ODS Explore API
        • Triple Pattern Fragments
        • OData, WFS, and CSW
      • Commenting via Disqus
      • Following dataset updates
      • Sharing through social networks
      • Submitting feedback
  • Creating maps & charts
    • Create advanced maps with Map Builder
      • Overview of Map Builder
        • Overview of the layer editing area of Map Builder
        • Overview of the Map Builder menu
        • Overview of the interactive map of Map Builder
      • Create a multiple layers map
        • Add a dataset to your map
        • Edit a layer
      • Rename and save a map
        • Rename a map
        • Save a map
      • Manage your maps
        • Overview of the maps management interface: My Maps
        • Duplicate a map
        • Delete a map
      • Reorder and group layers in a map
        • Overview of the Order and groups interface
        • Group layers
        • Split groups of layers
      • Configure your map
        • Overview of the Configuration interface
      • Share your map
        • Overview of the Share interface
      • Navigate on a Map Builder map
        • Overview of the interactive map of Map Builder
        • Display or hide layers
        • Understand the map: captions
        • Use the search bar
    • Create advanced charts
      • Analyzing with the Chart Builder
        • First layer
        • Adding a series
        • Stacking layers
        • Creating a chart with multiple layers
        • Other examples of charts
  • Managing account
    • Configuring account settings
      • Modifying first and last name
      • Modifying email address
      • Modifying password
    • Managing API keys
      • Generating an API key
      • Revoking an existing API key
    • Checking account quota
    • Registering applications
    • Managing saved visualizations
      • Editing a saved visualization
      • Deleting a saved visualization
    • Managing notifications
      • Subscribing to alerts and reports
        • Daily report
        • Dataset processing notifications
        • API calls quota notifications
      • Subscribing to Opendatasoft newsletters
    • Managing identities
      • Identities tab for Opendatasoft users
      • Identities tab for local and linked users

Back Office

  • Publishing data
    • Creating a dataset
      • Retrieving a file
        • Retrieving a file from your computer
        • Retrieving a file from a URL
        • Retrieving a file from an FTP server
        • Supported formats
      • Retrieving an Opendatasoft dataset
        • Selecting the dataset
        • Overriding metadata and visualizations
        • Limitations
      • Configuring a remote service
        • Connectors to remote services
      • Creating a dataset with multiple files
        • Sourcing files one by one
        • Sourcing multiple files within an archive
        • Sourcing multiple files stored on an FTP server
      • Creating a dataset with media files
        • Sourcing media files with an archive file
        • Sourcing media files via URLs
        • Displaying images
      • Dataset limits
    • Managing saved connections
      • Saving a connection
      • Accessing saved connections
      • Editing a saved connection
      • Deleting a saved connection
    • Harvesting a catalog
      • Creating a harvester
      • Running a harvester
      • Editing harvested datasets
      • Deleting a harvester
      • Harvester types
        • Portals
        • Services
      • Scheduling
    • Processing data
      • Adding processors to a dataset
        • Geographical processors
        • Date processors
        • Text processors
        • Generic processors
      • Defining a dataset schema
        • Changing a label
        • Adding a description to a field
        • Choosing a field type
        • Setting up fields as facets
        • Configuring field options
        • Ordering fields in datasets
        • Discarding fields from datasets
    • Configuring metadata
      • Standard metadata
      • Interoperability metadata
        • DCAT metadata
        • INSPIRE
      • Admin metadata
    • Translating a dataset
      • Choosing elements for translation
      • Managing translations in the translation interface
        • Approving or rejecting translation suggestions
        • Adding new translations
    • Configuring visualizations
      • Configuring the Table visualization
      • Configuring the Map visualization
        • Customizing the tooltip
        • Customizing the map
      • Configuring the Analyze visualization
      • Configuring the Images visualization
        • Customizing the information panel
      • Configuring the Calendar visualization
      • Configuring the Custom view
      • Configuring the tooltip
        • No tooltip
        • Standard tooltip
        • Custom HTML tooltip
    • Configuring dataset export
      • Specifying a sort for exports
      • Adding other geographical projections
      • Adding more export formats
      • Uploading alternative exports
    • Keeping data up to date
      • Using scheduling to keep a dataset up to date
        • Adding a remote source
        • Specifying scheduling interval
      • Pushing realtime data
        • Configuring the dataset schema
        • Using the push URL
        • Pushing a field of type file
        • Updating data by defining a unique key
        • Deleting data
        • Get notified in case of inactivity
        • Unpublishing and disabling the API
        • Recovering data
    • Checking dataset history
      • Reverting to a former configuration
    • Managing security
      • Dataset exploration permissions
        • Dataset access rights
        • Data visibility filters
      • Management rights on the dataset
    • Publishing a dataset
      • Dataset actions and statuses
        • Actions
        • Statuses
  • Creating content with the Studio
    • Adding a page
    • Editing the page layout
      • Opening the layout editor
      • Adding sections
      • Adding blocks
      • Rearranging elements
    • Configuring Blocks
      • Adding a chart
        • Step 1: Select the block type
        • Step 2: Select the dataset
        • Step 3: Select the visualization type
        • Step 4: Configure the visualization parameters
        • Step 5: Configure the visualization styles
      • Adding a key performance indicator (KPI)
        • Step 1: Select the block type
        • Step 2: Select the dataset
        • Step 3: Select the KPI type
        • Step 4: Configure the visualization parameters
        • Step 5: Configure the visualization styles
      • Adding text
        • Selecting the block type
        • Adding text to a block
        • Text editor overview
        • Formatting text using the toolbar
      • Refining data
        • Combining conditions
        • Configuring conditions
        • Managing conditions
    • Configuring page information
    • Managing page access
      • Setting an access policy
      • Adding users and groups to a page
      • Removing users and groups from a page
      • Granting users and groups editing rights
      • Revoking editing rights from users and groups
      • Bulk edit users, groups, and rights
    • Previewing a page
    • Publishing a page
      • Publishing a page from the list of pages
      • Publishing a page from the preview
      • Publishing a page from the Studio
      • Unpublishing a page from the list of pages
  • Creating content
    • Creating a content page
    • Writing a content page
      • Using page templates
    • Content pages: ideas, tips & resources
      • Content integrations
        • Contact form
        • Pages list
      • Content creation resources
        • Metrics/KPI and Data tables
    • Managing the security of a page
      • Choosing an access policy
      • Managing page permissions for users and groups
        • Adding and deleting users or groups of users from a page
        • Managing page permissions for users and groups of users
    • Sharing & embedding a content page
      • Sharing a page via a direct URL
      • Embedding a page via an iFrame
  • Customizing the look & feel
    • Branding the portal
      • Choosing a portal name
      • Writing a portal description
      • Choosing a page title prefix
      • Defining a brand name
      • Adding a portal favicon
      • Adding a portal logo
      • Adding a login page logo
    • Configuring the data visualizations
      • Configuring chart default colors
      • Adding basemaps
        • Adding default basemaps
        • Adding custom basemaps
        • Adding external basemaps
      • Defining a default Map Builder location
    • Configuring the navigation
      • Choosing a root page
      • Configuring the navigation header
        • Adding a new menu item
        • Deleting a menu item
    • Customizing portal themes
      • Versioning themes
      • Customizing a portal theme
        • Layout options
        • Colors
        • Stylesheet
        • Header and Footer
        • Catalog card
    • Managing the dataset themes
      • Defining a new dataset theme
    • Adding assets
      • Adding an image as an asset
      • Adding a font as an asset
  • Managing the domain
    • Managing users and groups
      • Managing users
        • Inviting users to the portal
        • Permissions
        • Quotas
      • Organizing groups
        • Granting permissions and quotas
        • Managing members
      • Managing access requests
    • Managing subdomains
      • Managing subdomains
      • Creating a new subdomain
      • Distributing content to subdomains
        • Distributing datasets to a subdomain
        • Distributing pages to a subdomain
        • Distributing content to multiple subdomains
        • Organize your distribution using parameters
      • Managing subdomains quotas
    • Analyzing the domain's usage
      • Monitoring a domain
      • Analyzing users usage
      • Analyzing data usage
        • Totals
        • Popularity
        • Top 5
        • Theme Distribution
      • Analyzing dataset usage
      • Analyzing actions usage
        • API calls Errors
      • Analyzing domain activity
        • Backoffice Analytics
        • Activity log dataset
      • Analyzing Source Data
        • API names for Opendatasoft APIv1
        • API names for ODATA API
        • API names for Opendatasoft APIv2
    • Monitoring the domain's license and quotas
      • Quotas
      • Managing quotas
        • Your portal license
        • Setting defaults limitations on users
        • Setting specific limitations for individual users and a group of users
    • Managing pages
      • Managing pages from the list of pages
        • Accessing the list of pages
        • Overview of the list of pages
        • Taking actions on pages
  • Configuring a domain
    • Managing security
      • Configuring your portal's general security policy
        • Public or private?
        • Signup policy
        • User session timeout
        • Single sign-on
      • Single sign-on with SAML
        • Registering your SAML identity provider on your domain
        • Registering your domain on your identity provider
        • Single logout
      • Single sign-on with OpenID Connect
        • Register your OpenID Connect provider on your domain
        • Register your domain on your identity provider
        • Single logout
    • Managing legal information
      • Displaying legals
        • Cookie banner
        • Portal Terms and Conditions, Privacy Policy, and Cookies Policy
        • Licenses
    • Managing tracking
      • Third-party analytics
        • Configuring Google Analytics
        • Configuring XiTi Analyzer NX
        • Activating SmartTag
        • Configuring Matomo
    • Sharing, reusing, communicating
      • Engaging users
        • Comments
        • Encouraging reuses
        • Contact form recipients
        • Dataset subscriptions
        • User feedback on datasets (deprecated)
      • Improving user sharing
        • Integrating social media
        • Dataset information cards
    • Configuring domain
      • Configure catalog & dataset pages
        • Default tab
        • Catalog page — Geographic filter
      • Configure a shared catalog
        • What is a Shared Catalog and what is it for?
        • Configuring the Shared Catalog
        • Using the Shared Catalog
      • Regional settings
        • Domain timezone
        • CSV delimiter
        • Datasets default geographic coverage
    • Customizing domain URL
      • Customizing your domain URL
        • Customer-provided DNS aliases
        • HTTPS and TLS (SSL) certificates
        • Language handling

Other resources

  • Pictograms reference
    • Accommodations
    • Agriculture
    • Amenities
    • Arrows
    • Food and drinks
    • Health
    • Internet of things
    • Money
    • People
    • Points of interest
    • Ratings
    • Resources and ecology
    • Shopping
    • Sports
    • Symbols
    • Tourism
    • Transportation
    • Worship
  • Accessibility
    • Referentials
    • Americans with Disabilities Act (ADA)
    • What does Opendatasoft do for accessibility?
    • Reporting an issue
  • Languages
  • Docs »
  • Managing the domain

Managing the domain¶

In this section are listed and documented all features related to the management of an Opendatasoft domain. These features are available in the Users & Groups, Subdomains, License, and Pages sections of the back office of an Opendatasoft domain.

Managing users and groups¶

  • Managing users
    • Inviting users to the portal
    • Permissions
    • Quotas
  • Organizing groups
    • Granting permissions and quotas
    • Managing members
  • Managing access requests

Managing subdomains¶

  • Managing subdomains
  • Creating a new subdomain
  • Distributing content to subdomains
    • Distributing datasets to a subdomain
    • Distributing pages to a subdomain
    • Distributing content to multiple subdomains
    • Organize your distribution using parameters
  • Managing subdomains quotas

Analyzing the domain's usage¶

  • Monitoring a domain
  • Analyzing users usage
  • Analyzing data usage
    • Totals
    • Popularity
    • Top 5
    • Theme Distribution
  • Analyzing dataset usage
  • Analyzing actions usage
    • API calls Errors
  • Analyzing domain activity
    • Backoffice Analytics
    • Activity log dataset
  • Analyzing Source Data
    • API names for Opendatasoft APIv1
    • API names for ODATA API
    • API names for Opendatasoft APIv2

Monitoring the domain's license and quotas¶

  • Quotas
  • Managing quotas
    • Your portal license
    • Setting defaults limitations on users
    • Setting specific limitations for individual users and a group of users

Managing pages¶

  • Managing pages from the list of pages
    • Accessing the list of pages
    • Overview of the list of pages
    • Taking actions on pages
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