Go to: Company Workspace > Admin mode > Templates > Shells > "Shell template" > Setup > Dashboards.
You can add new dashboards to shell instances, for users to view. You can assign the user View permission to the shell instance dashboards.
The Update process runs in the background. Depending on the number of shells you are updating, it can take a considerable amount of time to complete. The process is complete when the End Date column in the Update History window shows the complete date.
Some notes about updating shell instance dashboards
- If granted View permission, users can view shell instance dashboards, but cannot modify them.
- If a user added to shell instance dashboard permissions, and that user does not exist in the shell, that user is added to the shell upon update.
- If a user has created My Dashboard in User Mode for a shell, that dashboard is not overwritten by Update Shells.
To add or update shell instance dashboards using Update
- Go to the Company Workspace tab and switch to Admin mode.
- Click Templates > Shells > [shell type] > [shell instance] > Setup > Dashboards in the left Navigator. The Dashboards log window opens.
- Select one or more shell instance dashboards from the Dashboards log.
- Click UpdateShells and choose one of the following:
- Shells: You can use this option to select one or more shells to update. When the update window opens, it lists all shells in the project. You can use Find to isolate the shells you want to update. The find window contains data elements from the Find form that was designed in uDesigner. When you have isolated the shells to update, click the Update button and select either Selected Shell(s) or All Filtered Shells.
- All Shells: You can use this option to update all shells of that shell type.
- History: You can view the update history from past updates or cancel a request before the update begins.
An Alert window opens letting you know that you are about to push changes to the selected shells; there is no undo for the update.
- Click Yes if you want to proceed with the update, or No to cancel.
Conditions for Creating a Dashboard setup Configuration Package
Note: You must include the Data Cubes used in the Dashboard.
When you export a Dashboard for the first time, you must include all uDesigner design objects that form the Dashboard data source in the Configuration Package.
For subsequent exports ensure that the design object that uses the Data Element that is specifically used in the setup is present in the Production Published Package. As long as this condition is met, the configuration package creation will be successful. If this condition is not met, then the latest design will have to be included in the configuration package. When the data source is a business process, the setup must also be included in the configuration package; otherwise, the creation process will not complete.
Dashboards Components in the Configuration Package
The system includes the following components of a dashboard in the Configuration Package (.zip file):
Dashboards | Component | Field / Option |
---|---|---|
Dashboard |
| Name |
Dashboard |
| Description |
Dashboard |
| Permissions |
Dashboard | Tab Block | Tab Name |
Dashboard | Tab Block | Tab Layout |
Dashboard | Tab Block | Show option |
Dashboard | Tab Block | Filters |
Dashboard | Source Details / Analytics Block | Block Order |
Dashboard | Source Details / Analytics Block | Block Title |
Dashboard | Source Details / Analytics Block | Source Name |
Dashboard | Source Details / Analytics Block | Block Type |
Dashboard | Analytics Block | URL (URL value will be blank in the Export package. Import process will plug in the default value based on the Unifier Configurator property) |
Dashboard | Custom Block | Data Cube |
Dashboard | Custom Block | Show Data From |
Dashboard | Custom Block | Block Title |
Dashboard | Custom Block | Display Type |
Dashboard | Custom Block | Source Grouped By (If Group By option is a design object then that design should also be included in the Configuration Package) |
Dashboard | Custom Block | Output Type |
Dashboard | Custom Block | Report On |
Dashboard | Custom Block | Summary Type |
Dashboard | Custom Block | Show Result |
Dashboard | Custom Block | Show Total |
Dashboard | Custom Block | Decimal Places |
Dashboard | Custom Block | Currency Format |
Dashboard | Drilldown Block | Data Cube |
Dashboard | Drilldown Block | Block Title |
Dashboard | Drilldown Block | Block Filter Elements (If filter elements are design objects, then they must be included in the Configuration Package as well.) |
Dashboard | Drilldown Block / Edit Drilldown Details | Title |
Dashboard | Drilldown Block / Edit Drilldown Details | Show Data From |
Dashboard | Drilldown Block / Edit Drilldown Details | Display Type |
Dashboard | Drilldown Block / Edit Drilldown Details | Source Grouped By (If Group By option is a design object then that design must also be included in the Configuration Package.) |
Dashboard | Drilldown Block / Edit Drilldown Details | Output Type |
Dashboard | Drilldown Block / Edit Drilldown Details | Report On |
Dashboard | Drilldown Block / Edit Drilldown Details | Summary Type |
Dashboard | Drilldown Block / Edit Drilldown Details | Show Result |
Dashboard | Drilldown Block / Edit Drilldown Details | Show Total |
Dashboard | Drilldown Block / Edit Drilldown Details | Decimal Places |
Dashboard | Drilldown Block / Edit Drilldown Details | Currency Format |
Dashboard | Portlet Block | Name |
Dashboard | Portlet Block | URL |
Dashboard | Standard Block | Source Name |
Dashboard | Standard Block | Data Type (If Data Type option is a design object then that design must also be included in the Configuration Package) |
Dashboard | Standard Block | Report On |
Dashboard | Standard Block | Block Title |
Dashboard | Standard Block | Display Type |
Dashboard | Standard Block | Show Result |
Dashboard | Standard Block | Show Total |
Dashboard | Standard Block | Decimal Places |
Dashboard | Standard Block | Currency Format |