How to Add a Custom Dashboard

Follow the steps mentioned below to build an application-independent custom dashboard:

To add a custom dashboard, click the CUSTOM DASHBOARD option in Figure 8.

1. Figure 9 then appears.

   

   Figure 9 : Adding a new dashboard

2. In Figure 9, specify the following:

   • Dashboard Name: Provide a name for the new dashboard.
   • Description: Here, provide a brief description of the new dashboard.
   • View by: To categorize the dashboard, or to view only the components available in the Zone/Segment/Services, select the option under the View by drop down. For example, selecting the Service option will list only the components that are part of a service. To view all the components in the environment, click on the Components option. By default, the Components option will be chosen in the View by list.

   Click the CREATE button to create a new dashboard. There are a few parameters that are pre-set while a dashboard is being created. If you wish to alter those pre-set parameters while creating a dashboard, click the icon in Figure 9. Figure 10 will then appear.

   

   Figure 10 : The parameters that are pre-set while creating a dashboard

   The preset parameters are defined below:

   • Sharing: Indicates whether or not you want to share the new dashboard with other users, and if so, what should be the level of sharing. For this, pick any of the following options from the Sharing drop-down list. By default, the Private option is chosen from this list.

     • Private: Indicates that the user building the dashboard is alone authorized to view/modify/delete the dashboard. This is the default option.
     • Public: Allows all users to the eG Enterprise system to view (not modify/delete) the dashboard that is being created.
     • Share: You can select this option to share the dashboard with specific users to the eG Enterprise system. From the Share to - Available Users list that then appears (see Figure 5), select the users with whom you want to share the dashboard by clicking the check box in front of each user. You can also provide read/write access to the users with whom you have shared the dashboard by clicking on the icon against the user. Once the user is provided read/write access, the icon is displayed against the user.
   • Refresh frequency: By default, this slide bar is set to 60 seconds indicating that the dashboard needs to be refreshed after this time interval. You can use this slide bar to set a refresh frequency of your choice.

   • Finally, click the Create button to create the new dashboard.

     

     Figure 11 : A My Dashboard that is newly created

3. To modify a pre-existing dashboard, click on the icon that corresponds to each dashboard in the AVAILABLE DASHBOARDS page or by clicking the icon while editing the dashboard. A MODIFY DASHBOARD pop up window will then appear as shown in Figure 12 using which you can change the name of the dashboard, the frequency with which the dashboard is to be refreshed etc.

   

   Figure 12 : Modifying an existing dashboard

   If required, you can even modify how a dashboard is to be shared with other users registered with the eG Enterprise suite. For this, you need to click the icon(see Figure 13). Finally, clicking the Update button will help you apply the necessary changes made.

   

   Figure 13 : Sharing the dashboard with the users of your choice

4. To clone an existing dashboard, click the icon in the dashboard. Figure 14 will then appear where you will be asked to provide the New Dashboard Name of the cloned dashboard.

   

   Figure 14 : Naming the cloned dashboard

   The cloned dashboard will then be listed in the AVAILABLE DASHBOARDS page as shown in Figure 15.

   

   Figure 15 : Listing the cloned dashboard

5. To design a dashboard, you need to click on the Add a Widget button in Figure 11. Figure 16 will then appear using which you can customize the dashboard of your interest. Designing a My Dashboard will explain in detail about how to design a dashboard.

   

   Figure 16 : The Add Widgets pop up window used for building the dashboard

6. You can even personalize the background of your dashboard by clicking the icon. Figure 17 window will then appear listing a set of background themes.

   

   Figure 17 : Changing the background of the dashboard

   Clicking on any background theme will change the dashboard background accordingly. You can also import any image of your interest as a dashboard's background to reflect your interest or mood by simply uploading an image using the Choose file option available in the UPLOAD YOUR OWN section.

7. If the dashboard that you are currently building is not the default dashboard, then an additional icon will appear which when clicked will set that particular dashboard as the default dashboard (see Figure 18).

   

   Figure 18 : A sample dashboard that is not set as the default dashboard

8. If you wish to open the dashboard in a separate window, then you can do so by clicking the icon (see Figure 18).