Addmi 08-dashboards
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Addmi 08-dashboards






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  • 0 - For ease of use custom/generated dashboards can be renames. However this should *only* be done if the appliance is stopped and the .lock files are not there. NOTE do not copy dashboard files at the CLI to make new dashboards, they will have the same embedded identifier. Always create a new dashboard via the UI.
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  • 0 - Optionally You may wish to complete the labs that have been prepared to accompany this module. Please download the lab zip file that should be available where you accessed this module. Make sure you have access to a running appliance before attempting the labs. It is best to use the training demo VA provided as it is set up to work with the labs. You may need to review tutorial material in order to work out the solutions.

Addmi 08-dashboards Addmi 08-dashboards Presentation Transcript

  • Dashboards Information at your fingertips
  • Dashboards Outline
    • Dashboard Basics
      • Default dashboards
      • Changing a dashboard
    • All about channels
    • Using the Chart Channels
      • Changing presentation style
      • Tooltip Data
      • Drill Down
    • Editing Dashboards
    • Dashboards at the CLI
    • Channel Edits in the UI
  • Dashboard: Intro
    • What: A named arrangement of channels
    • Where: Home page
      • One dashboard is shown at a time
      • Can switch between a different dashboards
    • Note: dashboard contents and layout is system wide
  • Default Dashboard
    • New users always have the "Default Dashboard" upon login
      • Even if all the dashboards have been removed
      • If a dashboard is removed then all users using it on their home page will be returned to the Default dashboard
  • Changing Dashboard
    • To change a dashboard navigate to the home tab:
      • Find the dashboard icon in the system tray area of the UI
      • Drop down menu shows list of the dashboards on the system
      • Choice of which dashboard to view is stored in the user’s profile and is persistent
      • Note: supplied dashboards are "read-only“
        • Cannot be accidentally deleted or modified
  • All about Channels
  • What are Channels
    • Channels are small portals of information in the UI
    • Most of the information in the UI is presented as channels
  • Channel Types - Chart
    • Show graphical information directly in a channel
    • You can choose the presentation type
    • You can drill into the data for further analysis
  • Channel Types - Summary
    • Show a summary count of nodekinds in the system
      • Hosts
      • Locations
      • Switches
    • A useful starting point for exploring
  • Channel Types - Video
    • Shows tutorial videos in a channel
    • Can also show an external Shockwave Flash Video source
      • Use Techsmith Jing to record an introduction to your Atrium Discovery project for new users and put it on their Default Dashboard
  • Channel Types - RSS
    • Shows recent entries from an RSS feed in a channel
      • This is not an RSS reader so you can’t mark items as read
    • Channel has an RSS feed link so users can add the feed to their own reader
      • Use an internal RSS feed to communicate milestones in your project to your users and stakeholders
  • Channel Types – Dedicated Channel
    • There are dedicated channels for some product features
      • Discovery Status
      • Automatic Grouping
  • Using Chart Channels
  • Chart Channel: Changing Presentation Style
    • Click on the "Change chart type" to cycle through the available chart styles
    • Not all styles will be available depending on the configuration and data
  • Changing Presentation Style
    • This is all done in the browser via JavaScript
      • Adds no load to the backend
  • Chart Channel: Tooltip Data
    • Hover over areas, sectors or points to see details
  • Chart Channel: Drill down
    • Whole Chart Drill Down
      • Can view the complete set of data
      • Click on the "Tabular results" link at the bottom left corner
    • Sector Drill Down
      • Click on a sectors to drill down to the underlying data
      • No drill down on a Time Series style
        • Only the latest set of data can be see
        • Change the style to Pie or Column to drill down
  • Chart Channel: Chart Caching
    • Chart Caching
      • The charts are generated when first used and then cached
      • The cache expires after 10 minutes
    • Use force refresh in the browser (Ctrl F5) to force an update if needed
  • Chart Channel: Browser Notes
    • Recommended Browsers
      • IE7 and IE8
      • Firefox 2 and Firefox 3
      • No issues found so far with Safari, Opera, Chrome
    • Internet Explorer 6 does have issues
      • Occasionally charts will render slightly smaller than the channel
      • Resizing the browser does not cause the chart channels to resize until the page is refreshed
  • Editing Dashboards
  • Copying a Dashboard
    • To create a new dashboard, take a copy of an existing dashboard:
      • Select the dashboard you want to copy
      • Go back to the dashboards drop down menu again and click the “copy current dashboards” link
      • The name of the dashboard will change to "Copy of..“
      • The "(EDIT)" option will appear and a banner will notify the user that the dashboard has been successfully copied
  • Dashboard Layout
    • The layout can be changed, as long as the dashboard is editable
    • Hint: the "(EDIT)" option can be seen
    • Grab the title bar area of the channel and move it with the mouse
    • The other channels will reload as you move the channel into place
  • Change Dashboard: Add a Channel
    • Click on "(EDIT)" link to open the dashboard editor
    • Select the channel or channels to add
    • Note: hover over the titles to see channel descriptions
  • Change Dashboard: Channel Limit Error
    • There is a limit of 8 channels per dashboard
    • A warning banner will appear if the limit is exceeded
  • Change Dashboard: Remove a Channel
    • Channels can be removed in two ways:
      • Click on the red cross remove icon in the top right of the channel title bar
      • Click "(EDIT)" to open the Dashboard Editor and untick the channels you want to remove
  • Removing a Dashboard
    • A dashboard can be removed from the system by using the delete option in the dashboard drop down
    • Remember that deleting a dashboard removes it from the system, so it will be removed for all users
  • Dashboards at the CLI
  • Why do I need to use the CLI?
    • Copying a dashboard to other appliances
    • Locking a dashboard to prevent accidental edits/removal
    • Changing the default dashboard layout
      • This means all new users will get a dashboard specific to your site and project when they log in
  • Dashboard Admin: Definition Files
    • Dashboard definitions files are stored within /usr/tideway/data/default/dashboards
      • Dashboards are named <dashboard-name>.dash
      • Generated dashboards named <identifier-string>.dash
      • Can be transferred between appliances
    • Use the dashboard administration utility to associate the dashboard definition files’ filenames with their titles
  • Dashboard Admin: Read-only
    • The dashboards that are shipped with the product are read-only
      • Read-only dashboards cannot be copied and modified
    • Custom dashboards can also be made read-only
    • The read-only flag for a dashboard is stored in its dashboard definition file
      • The dashboard admin utility can be used to set and reset the read-only flag
  • Dashboard Admin: Utility Tool
    • $TIDEWAY/bin/tw_config_dashboards is a script that is used to do various administrative tasks on dashboard definitions files
    • The script does different tasks depending on the command line options
      • Use the --help flag to see the options
  • Dashboard Admin Utility Tool: Highlights
    • List dashboards
      • When the script is run with the --ls option , it lists the files in /usr/etc/dashboards
      • Filename and dashboard name are printed for each file
      • Locked dashboards are shown
    • Set read-only flag
      • When the script is run with the --lock option with one or more dashboard names, the read-only flag is set
    • Reset read-only flag
      • When the script is run with the --unlock option with one or more dashboard names, the read-only flag is unset
  • Channel Edits in the UI
  • UI Channel Editing
    • We have an experimental feature to offer some channel editing in the UI
    • Feedback is welcomed!
  • What Can Be Done
    • Preview a channel
    • Edit some types of existing channel
      • Changes override defaults
    • Create some type of channel
      • Including the new Video Channel and RSS Channel
    • Delete/Revert channels
      • Custom ones are removed completely, edited existing ones return to their system default
  • Preview Channels
    • Click on the Preview link to activate the preview lightbox
  • Edit or Create a Channel (1)
    • For channels that can be edited there is an Edit link
    • There are “Add X Channel” buttons at the bottom of the summary to create new channels
  • Edit or Create a Channel (2)
    • Remember to Apply your changes
  • Report Channels
    • You can add and remove reports from channels
    • You can reorder them
  • Summary Channels
    • You can change the kinds listed in channels
    • You can reorder them as well
  • Video Channels
    • Can show any SWF movie
    • As well as internal tutorials can also refer to any URL
  • RSS Channels
    • Can show any RSS/Atom feed
    • Online Documentation:
    Further Resources Tideway Foundation Version 7.2 Documentation Title
  • Dashboard Exercises