How do I create, edit or delete a custom dashboard?

Introduction

To create a custom dashboard

To cancel the process of creating a custom dashboard

To edit the settings of a custom dashboard

To duplicate an existing dashboard

To add dashlets to a custom dashboard

To delete a custom dashboard

Introduction:

In Entuity, you can create custom dashboards to display any information you want to see. Custom dashboards can be edited at any time by users with the appropriate permissions.

There are two ways to create a custom dashboard:

• via Create Dashboard in the Dashboard Configuration page.
• by duplicating an existing dashboard.

To create a custom dashboard:

1. Navigate to the Dashboard Configuration page. You can access this page in two ways:
   1. In the Main Menu, click Administration. Click Dashboard Configuration.
   2. On the dashboards page, click the All Dashboards drop down menu, and click Dashboard Configuration at the bottom.
2. When on the Dashboard Configuration page, click Create Dashboard in the top right of the browser, or in the Menu click Create Dashboard.
   
   
   
   
3. This will take you to the New Dashboard page, displaying a blank dashboard, and the Dashboard Settings form will automatically slide in on the right.
   
   
   
   

General:

1. Enter a unique name for the dashboard in the Name field.
2. Enter a description for the dashboard in the Description field.
3. Select an icon for the dashboard in the Icon field. This icon will be displayed next to its name on the dashboard bar.
   
   
   
   

Dashboard Type:

1. Select which type of dashboard your custom dashboard will be from the Dashboard Type dropdown field, either Static or Dynamic.
2. If you have selected Dynamic in the Dashboard Type field, the Applicable For field will appear. If you have selected Static in the Dashboard Type field, it will not. 
   • If you have selected Dynamic, you can then choose the context of the custom dashboard in the Applicable For field. Click this field to open the Applicable Context Types form, from where you can choose at which hierarchical level the dashboard is applicable. Select from Device, Network Path, Port, Service, View, or click Show More to search for a specific type of object, e.g. Angular Velocity Sensor, Host MAC Address, Region. You can select more than one type.
     
     
     
     

Layout:

1. Specify how you want the dashboard's dashlets to appear on the screen of the device you are using in the Layout dropdown field. Select either Fit to Window for the dashlets to be responsive to changes in screen size, or Scrolling so that the dashlets are arranged to scroll down the screen.
   • If Fit to Window is selected, you can specify the order in which the dashlets appear on a mobile screen in the Dashlet Order On Mobile field below. Note, you will only be able to use this field once the custom dashboard has been populated with dashlets.
     
     
     
     
   • If Scrolling is selected, you can specify the number of columns of dashlets in the Columns field below. On the blank custom dashboard itself, you will have the option to Add Dashlet and Add New Section. Each new section is a horizontal row that will contain the dashlets. You can enter a title for each section in the Section Header field above each section that you add in.
     
     
     
     

Access Control:

1. Select which user groups have permission to access the dashboard in the Select user groups field. To be able to save your custom dashboard, must have at least some access permissions specified. You can also edit access groups after creating the dashboard. Clicking this field opens the Edit Access Groups form, from where you can set the access options for each user group (e.g. All Users, Admins etc), from the following three options. From Entuity v21.0 P03 upwards, you can filter the list of user groups to more easily find the user group you need.
   
   
   
   
   
   
   • No Access - user group has no access to the dashboard.
   • Access - user group has access to the dashboard.
   • Access & Favourite - user group has access to the dashboard, and the dashboard appears as a favorite dashboard along the top of the browser when viewing dashboards.

Advanced Settings:

1. Click Advanced Settings to open the Advanced form, which contains the Applicable Objects Filter option. This filter allows you to specify the applicability of a custom dashboard based on the value of an attribute.
2. Turn on the Apply Filter switch to then specify your desired filter.
   
   
   
   
3. In the Operator Type dropdown field, specify either Logically ORed Filters or Logically ANDed Filters.
4. Specify if you want to Invert Filter.
5. Click +Add Filter to open the Add New Filter form.
   1. Filter Attribute: from the dropdown field, you can select the attribute on which to filter the dashboard, e.g. by Device Type. The value of this attribute will determine whether or not the dashboard appears in a given context.
   2. Filter Type: from the dropdown field, select the type of filter, from the following:
      • =
      • !=
      • Any Of
   3. Value: if you have selected = or !=, you can enter a string value. If you have selected Any Of, you can select which values out of an enumeration that you wish to match.

To view which dashboards are filtered, navigate to the Dashboard Configuration page and look at the Filtered column.

Click Done in the top right of the browser to save your settings, otherwise click Cancel. If you click Cancel, the default settings for the custom dashboard will be carried forward unless you later edit the custom dashboard's settings. In both cases, you will be returned to the blank New Dashboard page.

Note, you must set some user group access on every custom dashboard that you create, otherwise the dashboard will not be visible to anyone, including yourself.

Once you save the dashboard for the first time, it will immediately be available to all other users that have been assigned group access to it. Therefore, if you are overriding a system dashboard, you may wish to not replace the system dashboard until the custom dashboard is ready. You can achieve this by:

• not assigning group access until completing the custom dashboard.
• not naming the custom dashboard until completing it.
• selecting the custom dashboard on Dashboard Configuration page and disabling it whilst you work on it.

To cancel the process of creating a dashboard:

1. When in the Dashboard Settings form, click Cancel in the top left of the form to return to the blank New Dashboard page without saving.
2. Click Exit in the top right of the browser. A window will appear asking if you want to save changes before exiting. Click Discard to return to the Dashboard Configuration page.

To edit the settings of a custom dashboard:

1. There are two ways in which you can edit the settings of a custom dashboard:
   • on the New Dashboard page, by clicking Settings in the Overflow Menu.
     
     
     
     
   • on the Dashboard Configuration page, by selecting your desired custom dashboard and clicking Edit Dashboard via right click or the Overflow Menu. From here, you can access Settings in the custom dashboard's Overflow Menu.
     
     
     
     
2. The Dashboard Settings form will slide in on the right.
3. Make your desired changes and click Done in the top right of the form to save, otherwise click Cancel to return to the custom dashboard pages without saving.
4. Note, you can also access the Edit Access Groups and Enable/Disable Dashboard options via right click or the Overflow Menu on the Dashboard Configuration page.
   • To edit the access groups, click the Overflow Menu (or right click to access the Context Menu) and then Edit Access Groups.
     
     
     
     This will open the Edit Access Groups form on the right of the window. Select the access rights in the All Users and Administrators dropdown fields, choosing from No Access, Access, and Access & Favorite (see To create a custom dashboard, Step 10 above for further information).
     
     
     
     
   • To enable or disable a dashboard: select your desired dashboard, click the Overflow Menu (or right click to access the Context Menu) and then Disable / Enable.
     
     
     
     The Enabled column in the table of dashboards will be updated to 'No' or 'Yes' accordingly.

To duplicate an existing dashboard:

1. Navigate to the Dashboard Configuration page and select the dashboard you would like to duplicate.
2. Click Duplicate Dashboard via the right click context menu or the Overflow Menu.
   
   
   
   
3. This will create a copy of the dashboard that will appear at the top of the Dashboard Configuration table. You can then access the copy and edit it as you wish.
   
   

To add dashlets to a custom dashboard:

You can add as many dashlets to a custom or duplicate dashboard as you want. Please see this article for help on how to add, edit or delete dashlets. 

To delete a custom dashboard:

1. Navigate to the Dashboard Configuration page and select the dashboard you would like to delete.
2. Click Delete Dashboards via the right click menu or the Overflow Menu.
   
   
   
   
3. A deletion confirmation window will open. Click Yes to confirm the deletion, otherwise click No.