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Merge pull request #20 from DataRecce/feature/drc-1432-doc-update-the-recce-cloud-token-configuration-method-by
[Update] Share Recce Instance page
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docs/recce-cloud/share-recce-session-securely.md

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@@ -17,25 +17,55 @@ Recce Cloud allows you to share your Recce validation results with full context,
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When you're ready to share your lineage exploration, query results, or validation checklist, simply click **Share** in Recce.
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The first time you do this, you'll need to connect your local Recce to Recce Cloud. This requires signing in and setting up an API token. Once connected, Recce Cloud will host your state file securely, allowing you to share a link that others can open in their browsers.
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The first time you do this, you'll need to associate your local Recce to Recce Cloud. This requires signing in and setting the association of local Recce. Once associated, Recce Cloud will host your state file securely, allowing you to share a link that others can open in their browsers.
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`
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### 1. Enable Recce Sharing
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To start sharing, launch Recce server and click the **Enable Sharing** button.
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To start sharing, launch Recce server and click the **Use Recce Cloud** button if you are not associating Recce with Recce Cloud before.
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![Recce Server](../assets/images/recce-cloud/recce-server-use-recce-cloud-for-free.png){: .shadow}
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### 2. Sign in to Recce Cloud and grand access permission
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Once your login is successful, your local Recce will be prompted to grant access to Recce Cloud. This step is crucial for enabling the sharing functionality.
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![Recce Server](../assets/images/recce-cloud/recce-server-enable-sharing-fs8.png){: .shadow}
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![Request Approved](../assets/images/recce-cloud/recce-cloud-connection-request-approved.png){: .shadow}
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### 2. Sign in to Recce Cloud and retrieve your API token
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### 3. Refresh the page
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After granting access, you need to refresh the Recce page. This will ensure that your local Recce is now associated with Recce Cloud and ready for sharing. You'll see the **Share** button, then you can click it to get the link on top.
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![Recce Share From Server](../assets/images/recce-cloud/recce-share-from-server-fs8.png){: .shadow}
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!!! info
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**Note:** If you haven't wanted to start the Recce Server, you can also use the `recce connect-to-cloud` command to associate your local Recce to Recce Cloud. This command will prompt you to sign in and grant access permission.
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```bash
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recce connect-to-cloud
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```
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## Configure recce cloud association manually
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If you prefer to set up the Recce Cloud association manually or your are running Recce under the container environment, you can do so by following these steps:
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### 1. Sign in to Recce Cloud and retrieve your API token
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Copy your API token from the [personal settings page](https://cloud.datarecce.io/settings#tokens) in Recce Cloud.
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![Recce API Token](../assets/images/recce-cloud/setting-page-api-token-fs8.png){: .shadow}
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### 3. Add the token to `.recce/profile.yml`
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For convenience, you can add your API token in `.recce/profile.yml`, located in your home directory.
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### 2. Configure your local Recce to use Recce Cloud
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You can launch Recce server with the `--api-token` flag to associate with Recce Cloud. Once the token is set, your api token will be saved in your `~/.recce/profile.yml` file, and you won't need to set it again.
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```bash
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recce server --api-token <your_api_token>
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```
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- Find the `.recce` folder in your home directory.
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Or you can modify your `~/.recce/profile.yml` file by text editor to include your Recce Cloud API token:
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```yaml
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api_token: <your_api_token>
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```
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!!! info
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**For Mac/Linux users:** In the terminal, type the following command to navigate to the Recce configuration directory:
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cd ~\.recce
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```
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- Open `profile.yml` with any text editor to add your token:
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```yaml
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api_token: <your_api_token>
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```
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!!! note
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Alternatively, for one-time use, you can use `--api-token` flag with the following command:
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```bash
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recce server --api-token <your_api_token>
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```
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### 4. Relaunch Recce server
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After adding the API token, restarting Recce server is required to load the new configuration.
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Once it's running, you'll see the **Share** button, then you can click it to get the link on top.
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![Recce Share From Server](../assets/images/recce-cloud/recce-share-from-server-fs8.png){: .shadow}
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## Share Recce state file from CLI
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You can also use the `recce share` command. If you already have a prepared Recce state file, you can obtain a share link directly through the command line.
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```bash
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recce share <your_state_file>
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recce share --api-token <your_api_token> <your_state_file> # for one-time use
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recce share --api-token <your_api_token> <your_state_file> # if you are not associating Recce with Recce Cloud before
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```
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![Recce Share From CLI](../assets/images/recce-cloud/recce-share-from-cli.png){: .shadow}

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