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Business Process Portal User's Guide
Using Dashboards : Managing your dashboard : Customizing your dashboard
 

Customizing your dashboard

You can customize your selected dashboard by changing its layout and adding dashboard components.
To customize your dashboard:
1. From the Dashboard page, click the Edit Dashboard link.
The Dashboard Details page appears with the details of your selected dashboard.
2. In the General tab, you can enter or modify the dashboard description in the Description box.
3. From the Layout list, you can change the layout options, used to arrange the dashboard components.
The available options are OneColumn, TwoColumns50-50, TwoColumns70-30, TwoColumns30-70, ThreeColumns, FourColumns20-20-20-40, ThreeColumns20-40-40, and TwoColumns20-80.
For example, if you select TwoColumns70-30 option, then the first column of components occupies 70% of the dashboard width and the second column occupies 30%.
4. Click the Components tab.
This page displays the dashboard components, as defined by your administrator, when defining the dashboard.
5. To add a dashboard component, click Add Component.
The Add Dashboard Component window appears.
a. From the Application Name list, select the application to select dashboard components of that application, or All to select dashboard components which are not specific to any application.
Based on your selection of application in the previous step, the Category drop-down list provides you appropriate options.
b. From the Category drop-down list, select the category to which you want to add the dashboard component or All to add the component to all categories.
Based on your selection of application and category in the previous steps, the Component drop-down list provides you appropriate options.
c. From the Component list, select the dashboard component.
d. If the title and description of the component are already specified while creating the component in Progress Developer Studio for OpenEdge, then they are displayed in the relevant boxes. You may edit them. If the title and description are not specified while creating the component, then you can specify them in the relevant boxes.
e. If you select a component of type Other or Composite UI, and if the target URL to be used by this component is not specified in Progress Developer Studio for OpenEdge, then you can specify the target URL. If the target URL is specified in Progress Developer Studio for OpenEdge, then you can edit it if required.
You can specify the target URL in any one of the following ways.
*Absolute URL: This is the complete URL including the protocol, host name and port number.
*Server Alias: You can specify the URL using the server alias ‘${<server-alias-name>}’ notation. For example, in the case of Apama, you can specify "${Apama1}/tutorial/main".
*Relative URL: You can specify the URL relative to the server alias. In this case, the server alias is to be specified at runtime, that is, while adding the component to the dashboard. For example, "/tutorial/main".
f. You can add the parameter names and their values in the Parameters table if it is displayed.
If the target URL is a relative URL, then you must specify the server configuration by selecting a server from the Server Configuration drop-down list.
To. . .
Do this. . .
Add Parameter
Click Add Parameter icon, a new row is added.
Note: If you select a row by using its checkbox and then add parameter, the row gets added after the selected row.
Param Name
Click the cell below the Param Name column to specify the parameter name.
Param Value
Click the cell below the Param Value to specify the parameter value.
Rearrange rows
Using the drag-and-drop operation, you can rearrange rows.
Delete Parameter and its value.
Click Delete Parameter icon to delete a parameter and its value.
g. Click Save to add the dashboard component.
Click Reset to discard your changes or click Cancel to cancel the current operation and close the window.
Business Process Portal adds the dashboard component to the Component tab page. Repeat Step 5 to add more dashboard components.
The components are arranged according to the layout you have specified in the General tab. You can also change the position of the component on the Component page, as well as refresh, minimize, or remove the component, as described below.
*To change the position of the component, point to the component title and then drag the component to the desired position.
*To refresh the component data, click . The dashboard component data is refreshed.
*To minimize the component window, click . After minimizing, to restore the window, click .
*To remove the component from the dashboard, click .
6. Click Save to save the changes you have made in the dashboard.
Click Reset to discard your changes. Click Cancel to cancel the action and return to the Dashboard page.
* Restoring default dashboard