Updating Shells - Setup Node, Dashboards

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

To add or update shell instance dashboards using Update

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. Click Templates > Shells > [shell type] > [shell instance] > Setup > Dashboards in the left Navigator. The Dashboards log window opens.
  3. Select one or more shell instance dashboards from the Dashboards log.
  4. 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.

  5. 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



Legal Notices | Your Privacy Rights
Copyright © 1998, 2020

Last Published Monday, October 4, 2021