Dashboards

To update the destination shell templates with Dashboards setup:

Go to the Company Workspace tab and switch to Admin mode.
In the left Navigator, click Templates > Shells > Projects.
In the Projects Templates log, select and open a project.
In the left Navigator for the project, click Setup > Dashboards to open the Dashboards log.
Select a dashboard, and click Update Shell Templates in the toolbar to open the menu. Your options are as follows:
- Shells Templates
- All Other Shell Templates
- History

The following explores each option in detail.

Shells Templates

If you select this option, the Update Shell Templates window opens that displays a list of projects that you can select. The projects are listed in the Projects log, and the details of each project are displayed in columns such as Project Number, Project Name, Status, and so on.

Select the projects that you want to update and click Update in the toolbar. Review the message that is displayed in the Confirmation window.

Click Yes, if you want to update the selected shell templates, or click No, to cancel your update.

If you click Yes, the push job gets initiated and the History log will show the job details.

The following definitions from the existing selected Dashboards setups will be added or replaced in the destination shell templates:

Setup information (such as Name, Description, and so on)

The Last Modified Date value will be updated to the current date, and the Creator will be a logged-in user who adds the dashboard.

All the permissions related to the setup will be added or updated.

The Groups and Users associated with the additional Dashboards setup information will be updated, and they will be added as the shell template members if they currently do not exist.

The following will be copied:

Filters associated with the Dashboards setups.
Custom, Drill-down, Portlet, Standard, and Analytics blocks, from the source Dashboards setups.

The default settings will not change in the destination shell template.

For the existing Dashboard setups, the following additional information will be updated:

New Custom, Drill-down, Portlet, Standard, and Analytics blocks within the tabs will be added or updated. The new tabs will be added to the existing setup.
All the destination shell templates where the Dashboards setups are added or replaced will be listed in the history details.

All Other Shell Templates

If you select this option, review the message that is displayed in the Confirmation window.

Click Yes, if you want to update all the shell templates, or click No, to cancel your update.

History

If you click the History menu item, the Shell Template History window opens. This window shows the details—such as Requestor, Shell Templates, Submit Date, and so on—of the submitted update requests.

The History log provides details of each job by showing the actions performed as a part of Dashboards push to the destination shell templates.

In the case where in certain shell templates the job is not successful, the history details lists the shell templates where the update has failed and displays the reason for the failure.

You can select an item in the list and click Open, from the toolbar, to see the details about that item.

You have the option to click the Cancel Request option, from the toolbar, if the request is not in progress or has not been completed.

See Also