Page Comparison

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1. Enter the dashboard URL to access the respective dashboard in view mode.
   URL format: 
   https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
   Example: 
   https://localhost:9443/portal/dashboards/sales-stats
2. Log into the dashboard using the viewer credentials.
3. Click Personalize on the dashboard.
   In the Dashboard Designer, if the layout supports a banner, the banner placeholder appears. In addition, if a banner has been is already uploaded, the banner appears; otherwise, an empty placeholder appears.
   Image Added
4. Click Add/Edit, select an image from the file browser window and click Open. The selected image appears in the block allocated for the banner with the option to crop the image.
5. Crop the banner image.
   1. Move your pointer over the cropping tool and drag the points to resize it.

   2. Click Save to crop the image.

      Note
      If you wish to remove the custom copy of the banner, reset the dashboard.

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1. Enter the dashboard URL to access the respective dashboard in view mode.
   URL format: 
   https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
   Example: 
   https://localhost:9443/portal/dashboards/sales-stats 
2. Log into the dashboard using the viewer credentials.
3. Click Personalize on the dashboard.
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4. Click Add Block.
   Image RemovedThe following screen appears allowing you to create a custom sized block. 
   Image RemovedWhen you hover your pointer over the corners of the default block, an arrow appears. Drag Image Added
5. If you want to view the size of the existing blocks in the dashboard, click Show Grid. This displays a grid to gauge the size of the block based on its columns.
6. Enter the width and height of the block in the respective text-boxes, or drag the pointer either vertically, horizontally or diagonally to define the size of the block in the grid.
7. Click Add Block to add the block to the page in the dashboard. 

Adding a gadget to a dashboard 

1. Enter the dashboard URL to access the respective dashboard in view mode.
   URL format: 
   https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
   Example: 
   https://localhost:9443/portal/dashboards/sales-stats  
2. Log into the dashboard using the viewer credentials.
3. Click Personalize on the dashboard.
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4. Click on the gadget icon. The available list of gadgets All the available gadgets that are shipped with DS appears.
   Image Removed Image Added

5. Drag and drop the gadget into the desired block in the dashboard.

   Note
   The visual content of some gadgets (e.g., The "Population by History" gadget, which is part of the Drill Down Dashboard sample) will only appear appears after gadget to gadget communication is enabled.

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1. Enter the dashboard URL to access the respective dashboard in view mode.
   URL format: 
   https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
   Example: 
   https://localhost:9443/portal/dashboards/sales-stats   
2. Log into the dashboard using the viewer credentials.
3. Click Personalize on the dashboard.
   Image Added
4. Hover your pointer over the header in the dashboard block. When the pointer becomes a handblock title bar, drag the pointer, and release the pointer in a preferred location in the dashboard, to reposition a block in the dashboard. Image Removed

Resizing a block in the dashboard

1. Enter the dashboard URL to access the respective dashboard in view mode.
   URL format: 
   https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
   Example: 
   https://localhost:9443/portal/dashboards/sales-stats 
2. Log into the dashboard using the viewer credentials.
3. Click Personalize on the dashboard.
   Image Added
4. Hover your pointer over the bottom-right corner of the block.   When the resize icon button appears together with the diagonal pointer, drag the pointer to resize the dashboard.Image Removed
   

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1. Image Added

Maximizing and minimizing the view of a gadget

A viewer can view a gadget in full screen mode when either viewing or personalizing a dashboard.

• Maximizing a gadget in view mode
  1. Enter the dashboard URL to access the respective dashboard in view mode.
     URL format: 
     https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
     Example: 
     https://localhost:9443/portal/dashboards/sales-stats  
  2. Log into the dashboard using the viewer credentials.
  3. Click on the maximize toggle button Maximize to view the gadget in full screen mode.
     
  4. Click Minimize to view the gadget in the standard mode.
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• Maximizing a gadget in personalization mode

1. 1. Enter the dashboard URL to access the respective dashboard in view mode.
      URL format: 
      https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
      Example: 
      https://localhost:9443/portal/dashboards/sales-stats  
   2. Log into the dashboard using the viewer credentials.
   3. Click Personalize on the dashboard.
      Image Added
   4. Click Maximize.
      
   5. Click on the maximize toggle button.Image Removed

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1. 1. Image Added
   2. Click Minimize to view the gadget in the standard mode.
      Image Added

Changing user preferences of a gadget

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1. 1. Enter the dashboard URL to access the respective dashboard in view mode.
      URL format: 
      https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
      Example: 
      https://localhost:9443/portal/dashboards/sales-stats  

   2. Log into the dashboard using the viewer credentials.

   3. Click on the settings toggle button.Image Removed
      Image Added

      Note
      The settings toggle button will only be available if user preferences are defined, using the <UserPref> tags, in the gadget definition XML file.

   4. Enter the required user preference details.
   5. Click on the settings toggle button again.
      These changes are saved to the userPrefs of a particular gadget. In addition, the gadget view is also updated based the new preferences.  

• Changing user preferences of a gadget in personalization mode
  1. Enter the dashboard URL to access the respective dashboard in view mode.
     URL format: 
     https://<HOSTNAME>:<HTTPS-PORT>/portal/<DASHBOARD_URL>
     Example: 
     https://localhost:9443/portal/dashboards/sales-stats   
  2. Log into the dashboard using the viewer credentials.
  3. Click Personalize on the dashboard.

  4. Click on the settings toggle button.

     Note
     The settings toggle button will only be available if user preferences are defined, using the <UserPref> tags, in the gadget definition XML file.

  5. Enter the required user preference details.

     Tip
     If you wish to revert to the original version of the dashboard, reset the dashboard.

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