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Overview
Dashboards are sets of Widgets that provide quick access to information about the Universal Controller activity and system information.
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You cannot add Widgets to or remove Widgets from the Home dashboard, and you cannot delete the Home dashboard, but you can copy it. |
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Accessing the Dashboards
To access the Dashboards, you can either:
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Unless you manually close the dashboards, the dashboards remain open throughout your Controller session, and the Dashboards tab displays at the top of every page.
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Dashboard Security
By default, all users can create, edit, and delete their own dashboards. To enforce stricter dashboard creation constraints at the user level, refer to the Strict Dashboard Create Constraints Universal Controller system property.
For authorization to create, edit, or delete a dashboard with Everyone or group visibility, refer to the ops_report_admin, ops_dashboard_group, and ops_dashboard_global roles.
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Dashboard Tabs
Within the Dashboards tab, each dashboard that is visible to you, including your Home dashboard, will appear as a selectable tab along the bottom of the Dashboards page.
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Visibility | Icon | Description |
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User |
| Dashboards visible to a specific user will be designated with an icon depicting one user. |
Group |
| Dashboards visible to a specific group will be designated with an icon depicting two users. |
Everyone |
| Dashboards visible to all users will be designated with an icon depicting four users. |
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Setting Order of Dashboard Tabs
A tab displays at the bottom of the Dashboards page for every dashboard that you create (or copy.) By default, the Home dashboard tab displays first, followed by tabs in the order (by time) that their dashboards were created/copied.
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The Dashboard tabs for any new dashboards created/copied since the last time that the tabs were re-ordered will display at the end of those re-ordered tabs, sorted by create time.
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Creating a Dashboard
For dashboard create authorization, see Dashboard Security.
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Step 1 | Access the Dashboards page. |
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Step 2 | From the Customize drop-down list at the bottom of the page, click New. The New Dashboard pop-up dialog displays. |
Step 3 | Enter a Name for the new dashboard and a Visible To designation (default is Me).
The Name must be unique within the selected Visible To designation. |
Step 4 | Click OK. An empty Dashboard page displays. |
Step 5 | By default, a new dashboard provides two columns, into which you can add any number of Widgets. |
Step 6 | To display a call-out of current data for any section of a Widget, hover your cursor over that section. The call-out identifies:
For Composite Widgets, the call-out identifies the statuses included in each of its Activity Widgets. |
Step 7 | If you want to arrange your Widgets into more columns, click the Column Properties drop-down list above any column and then click Add Column. |
Step 8 | If you decide that you do not want a selected Widget in the dashboard, click the x icon in the top right corner of the Widget to remove it. |
Step 9 | If you want to add some space between Widgets in a column, drag and drop the Spacer Widget from the list. |
Step 10 | Click the Save button to save the dashboard and display it on the Dashboards page. A tab for that dashboard also displays at the bottom of the Dashboards page. |
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Editing a Dashboard
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You cannot edit the Home Dashboard. |
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Step 1 | Access the Dashboards page. |
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Step 2 | At the bottom of the page, click the tab for the dashboard that you want to edit. That dashboard then displays. |
Step 3 | From the Customize drop-down list in the bottom right corner of the page, click Edit. The Column Properties header displays above each column of Widgets. |
Step 4 | Add, relocate, or remove any columns and/or Widgets from the dashboard (see Creating a Dashboard for details.) |
Step 5 | Click the Save button. |
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Copying a Dashboard
To copy a dashboard and automatically create a tab for that Dashboard in Dashboards:
Step 1 | Access the Dashboards page. |
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Step 2 | Display the dashboard that you want to copy. |
Step 3 | From the Customize drop-down list at the bottom right corner of the dashboard, click Copy. The Copy Dashboard pop-up dialog displays. |
Step 4 | Enter a Name for the copy of the dashboard and a Visible To designation (default is Me).
The Name must be unique within the selected Visible To designation. |
Step 5 | Click OK. The copy of the dashboard displays, and a tab for that copied dashboard displays at the bottom of the page. |
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Renaming a Dashboard
To rename a dashboard:
Step 1 | Access the Dashboards page. |
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Step 2 | Display the dashboard that you want to rename. |
Step 3 | From the Customize drop-down list in the bottom right corner of the page, click Edit. |
Step 4 | Double-click the name of the dashboard in the tab along the bottom of the Dashboards page to highlight the name. |
Step 5 | Enter a new name for the dashboard and click Save. |
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Deleting a Dashboard
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You cannot delete the Home Dashboard. |
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Step 1 | Access the Dashboards page. |
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Step 2 | Display the dashboard that you want to delete. |
Step 3 | From the Customize drop-down list at the bottom right corner of the dashboard, click Delete. |
Step 4 | On the confirmation pop-up that displays, click Yes. The dashboard is deleted. |
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Setting a Default Dashboard
By default, the Home dashboard displays when you log in, click the Home icon, or open Dashboards via the Reporting navigation pane.
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Step 1 | Access the Dashboards page. |
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Step 2 | Display the dashboard that you want to set as the default. |
Step 3 | From the Customize drop-down list at the bottom right corner of the dashboard, click Set As Default. |
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Changing Dashboard Visibility
You can change the visibility of a dashboard so that it is visible to yourself, any group in which you are a member, or everyone.
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The Visible To column specifies the current visibility of the dashboard.
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- To manually refresh the data on all Widgets in a dashboard, click the Refresh button in the bottom right corner of the dashboard.
- To manually refresh the data for a single Widget, click the Refresh icon in the top right corner of the Widget.
Promoting a Dashboard
You can perform a Bundleless Promotion of a Dashboard by accessing the Customize drop-down list at the bottom right corner of the dashboard and clicking Promote...
If Follow References = false for a promotion, any widget required by a promoted dashboard must already be available on the target system.
For details on how the Controller resolves dashboards that references widgets, see Preparing Bundles for Promotion / Widgets.
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