Dashboards

To update the destination shell templates with Dashboards setup:

Go to the Company Workspace (Admin mode) > Templates > Shells > Projects.
From the Projects Templates log or window, select and open a project.
From the navigation pane, click Setup to expand the node, and click Dashboards to open the Dashboards log or window.
Click to select an item, and from the toolbar click Update Shell Templates to open the Update Shell Templates menu items. 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:

Project Number
Project Name
Status
Location
Project Type
Project Start Date
Project End Date
Administrator

Select from the projects that you want to update and from the toolbar click Update. When the Confirmation window opens, review the message that is displayed in the Confirmation window.

Update Shell Templates with Dashboard Setups

- Dashboard Setups will be added or replaced

- The default setting for the dashboard will be added or updated. Users and groups who have view permissions to the default dashboard will have the default setting updated

- Users and Groups will be added if they do not exist

- If Group is created then it will be empty

This will update shell templates and cannot be reverted. Do you want to continue?

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, etc.)

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, a Confirmation window opens with the following message:

Update Shell Templates with Dashboard Setups

- Dashboard Setups will be added or replaced

- The default setting for the dashboard will be added or updated. Users and groups who have view permissions to the default dashboard will have the default setting updated

- Users and Groups will be added if they do not exist

- If Group is created then it will be empty

This will update shell templates and cannot be reverted. Do you want to continue?

Click Yes, if you want to update all of 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 of the submitted update requests. This window has the following columns:

Requestor
Shell Templates
Submit Date
Start Date
End Date
Status

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 click to 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