Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  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.
  4. Hover your pointer over the bottom-right corner of the block. When the resize button appears together with the diagonal pointer, drag the pointer to resize the dashboard.
    Image RemovedImage Added

Maximizing and minimizing the view of a gadget

...

    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 Properties.

      Note

      The settings toggle Properties button will only be available appears 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 Properties.
      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.
      Image Added
    4. Click on the settings toggle button.Image Removed
      Image Added

      Note

      The settings toggle Properties button will only be available appears 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.

...

  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 remove link that corresponds to the block that you wish to remove.
    The block will be immediately deleted from the dashboard.Image Removed Remove, which appears in the block title bar.  
    Image Added
  4. Select your delete preference and click Delete.
    Image Added

Removing a page in 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 Next or Previous to navigate to the required page.
  4. Click Remove
    Image Added
  5. Click Yes to confirm the deletion process.
    Image Added

Resetting 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 Reset to discard your dashboard preferences , and revert to the dashboard that was created by the respective dashboard editor.
    Image Added