Managing Dashboard Pages

Use the Manage Dashboard Pages page to manage dashboard definitions:

• Use the Classic Dashboards page (PTAL_DASHBD_PAGES) to manage classic dashboard definitions.

• Use the Fluid Dashboards page (PTAL_FLDASHBDPAGES) to manage fluid dashboard definitions.

Image: Classic Dashboards: Manage Dashboard Pages page

This example illustrates the fields and controls on the Classic Dashboards: Manage Dashboard Pages page. You can find definitions for the fields and controls later on this page.

Use the Dashboard Page Administration page (PTAL_DASHBD_ADMIN) to specify dashboard properties including the dashboard’s location in the menu structure.

Image: Dashboard Page Administration page

This example illustrates the fields and controls on the Dashboard Page Administration page. You can find definitions for the fields and controls later on this page.

Enter the following dashboard properties:

Use the Select the Dashboard Link Parent Folder page (PTAL_SELECT_FREF) to specify the location of the link to the dashboard in the portal menu structure.

Image: Select the Dashboard Link Parent Folder page

This example illustrates the fields and controls on the Select the Dashboard Link Parent Folder page. You can find definitions for the fields and controls later on this page.

To select the parent folder of the link to the dashboard, you must navigate through the menu tree until you see the destination folder.

Use the Tab Content page (PTSYSTABCONTENT) to specify which pagelets can appear on classic dashboards and which tiles can appear on fluid dashboards. (This page is similar to the pages that you use for the same purposes on homepages. The process is also the same.)

Image: Content - Tab Content page for pagelets

This example illustrates the fields and controls on the Content - Tab Content page for pagelets. You can find definitions for the fields and controls later on this page.

Note: The Layout page tab is not displayed for fluid dashboards.

Image: Content - Tab Content page for tiles

This example illustrates the fields and controls on the Content - Tab Content page for tiles. You can find definitions for the fields and controls later on this page.

To select the pagelets or tiles that can be displayed on this dashboard:

1. Expand any collapsed group boxes and then select the check box to make the pagelet or tile available for this dashboard.

   Select the Include All? check box to select all pagelets or tiles in the category.

   Note: The user must have security access to the pagelet or tile definition for the pagelet or tile to be displayed on the dashboard.

2. In addition:

   • For classic dashboards, you can click the Pagelet Search button and select a pagelet from the Pagelet Search page to add it to the dashboard definition.

     See Searching for and Importing Pagelets and Tiles for more information on searching for pagelets on local and remote nodes.

   • For fluid dashboards, you can click the Add Tiles button and select a tile from the Tile Search page to add it to the dashboard definition.

     See Searching for and Importing Pagelets and Tiles for more information on searching for tiles on local and remote nodes.

3. Use the drop-down list box to select the pagelet or tile behavior. Values are:

   Field or Control	Definition
   Optional	The pagelet or tile is available to all users for users that have permissions to the pagelet or tile, but it is not visible by default; users can add, move, or delete the pagelet or tile.
   Opt-Dflt (optional default)	The pagelet or tile is visible to all users by default for users that have permissions to the pagelet or tile; users can move or delete the pagelet or tile. Note: You must select the Opt-Dflt setting if you wish to publish additional tiles to users who have already personalized this homepage. See (Fluid only) Publishing Additional Tiles to Already Personalized Dashboards for more information.
   Req-Fix (required fixed)	The pagelet or tile is visible to all users by default for users that have permissions to the pagelet or tile; however, users cannot move or delete the pagelet.
   Required	The pagelet or tile is visible to all users by default for users that have permissions to the pagelet or tile; users can move the pagelet or tile, however, they cannot delete it.

4. Click the Save button.

Use the Tab Layout page (PTSYSTABLAYOUT) to specify the initial layout of columns and pagelets for a classic dashboard. (This page is similar to the page that you use for the same purpose on homepages. The process is also the same.)

Image: Tab Layout page

This example illustrates the fields and controls on the Tab Layout page. You can find definitions for the fields and controls later on this page.

Field or Control	Definition
Label	Displays the label information from the Content Ref Administration page.
Basic Layout	Select to display the pagelets in either two or three columns on the dashboard. To specify the three-column layout, be sure that at least one pagelet does not have the Req-Fix behavior option selected on the Content page.
Columns	Displays the pagelets selected on the Content page in the column sections. If the basic layout is two columns, the pagelets are divided into left and right columns. If the basic layout is three columns, the pagelets are divided into left, center, and right columns. Note: A pound sign (#) indicates a pagelet with the Req-Fix behavior option selected on the Content page. An asterisk (*) indicates a pagelet with the Required behavior option selected on the Content page. For example, #Signon would indicate that the Signon pagelet cannot be moved to a different location on the homepage.
	Use the Move icons to position the pagelets. Highlight a pagelet, and then click the directional arrow buttons to move the selected pagelet above a pagelet, below a pagelet, to the next column to the right, or the next column to the left.
Delete Pagelet	Highlight a pagelet and then click to delete it from the homepage.

To arrange the layout of the dashboard:

1. Select a basic layout option.

2. Select the pagelet name.

3. Click the directional arrow buttons to position the pagelets in the columns.

4. Click the Save button.

There is no specific page that allows the portal administrator to arrange or order the tiles on a fluid dashboard. Instead, the sequence number for each tile determines the initial order of tiles on a fluid dashboard similar to how tiles are ordered on a fluid homepage. Tiles appear in order with the lowest sequence number first. If any sequence numbers are identical, then the order is alphanumeric. If no sequence number is specified for a tile, the default value of zero is used for that tile.

To rearrange the tile order:

1. Select PeopleTools > Portal > Structure and Content.

2. Continue to navigate through the folder structure; select Fluid Structure Content > Fluid Pages.

3. Click the link for the folder that contains the tile that you want to reorder.

4. Click the Edit link for each tile that you want to reorder.

5. Enter a number in the Sequence field.

6. Click Save.

Use the Tile Publish page to publish additional tiles to users who have already personalized this dashboard.

Image: Tile Publish page

This example illustrates the fields and controls on the Tile Publish page.

To publish additional tiles to users who have already personalized this dashboard:

1. On the Content - Tab Content page, select the additional tiles for this dashboard.

2. Select Opt-Dflt for each of these tiles.

3. Save the dashboard definition.

4. Click the Tile Publish button.

   The Tile Publish page is displayed listing all new and existing tiles that have been marked as Opt-Dflt.

5. Select which tiles are to be published to users who have already personalized this dashboard.

   Note: Tiles that are not selected and tiles that have been previously published for this dashboard are not removed by this process.

6. Click the Publish button.

   A confirmation message indicates how many tiles have been published.

7. Click OK.

8. Make note of the process ID in case you need to use Process Monitor to review the status of this process.

   Note: Process Scheduler must be running on your system to complete this process. After the process successfully completes, the updates will be visible to users when they sign in next or after they refresh the homepage.

9. Click the Return button to return to the Content - Tab Content page.