The Dashboard Manager module is used to create and manage dashboard level configuration settings.

This module functions outside the realm of the normal permissions hierarchy. It can be viewed by any user with membership in Site Administrators or Security Administrators site-level roles with no regard to permissions assigned to the tab on which the module is placed. For more information on the roles referenced in this section please see the role based security topic. Administrative users can configure additional module settings by clicking the button.

This module presents a sortable data grid that allows you to view the names and accessibility of all dashboards in the system,

Members of the Security Administrators role can only view the list of dashboards and view the accessibility whereas members of the Site Administrators role have considerably greater ability and perform all aspects of dashboard configuration as detailed below.

Adding New Dashboards

To add a new dashboard members of the Site Administrators role click the button which will open the dashboard editor and allow an administrative user to define the details of a new dashboard.

Editing Existing Dashboards

To edit an existing dashboard members of the Site Administrators role click the button which will open the dashboard editor and allow an administrative user to define the details of a new dashboard.

Dashboard Attributes

The following attributes are exposed through the editor:

•Dashboard Name: This is the display name of the dashboard and may not be blank and must be unique within the system. This dashboard name will appear on the dashboard switch and also in the title bar on some web browsers.

•Dashboard Code: This is the unique code for the dashboard used in generating drill paths to objects within the dashboard and in the display URL. Like the dashboard name this value may not be blank and must be unique within the system. Additionally, the dashboard code can only contain letters and numbers - no punctuation characters or spaces are allowed. Finally, and this is important, it is NOT advisable to change this value once established as it may be used in macro commands and integration component drill paths and changing the value will break those references.

•General Tab

•Logo Image URL: This is an optional URL for an image that may be displayed in the dashboard header portion of the page. URL may be prefixed with ~/Uploads if stored in the disk image cache folder.

•Storage Limit (MBs): This is the maximum number of megabytes that the dashboard has available for storage.

•Organization Unit: If provided this would be the LDAP path to the Active Directory organization unit that contains the accounts that belong to and are managed by this dashboard using the Windows Account Manager module.

•Style Sheet: Choose the stylesheet that provides the default appearance for the dashboard. Stylesheets are managed from the StyleSheet Manager module.

•Title Image URL: This is an optional URL to an image file that will be rendered into the header in place of the dashboard name in order to have the name appear with a specific logo or font. URL may be prefixed with ~/Uploads if stored in the disk image cache folder.

•Expiration Date: Optional date at which point the dashboard will become disabled and available only to members of the Site Administrators role.

•Module Skin: Choose the module skin that provides the default appearance of all modules in the dashboard unless overridden at the tab or module levels explicitly. Module skins are managed from the Module Skin Manager module.

•Dashboard Options:

•Is Active: Determines whether the dashboard is active and visible in the dashboard switch.

•Is Anonymous: Determines whether the dashboard is available on the dashboard switch to users that have not yet authenticated.

•Is Authenticated: Determines whether the dashboard is available on the dashboard switch to users that have authenticated but do not have explicit access to the dashboard via the Dashboard Access role.

•Display Welcome Tab: Determines whether the Welcome tab is displayed as the first tab on the dashboard to provide the user with some initial navigational guidance.

•Password Policy

•Expiration Interval: This is the number of days that a user with explicit access to the dashboard may go without changing their password. A value of 0 disables this setting.

•History Length: This is the number of passwords that a user with explicit access to the dashboard must have gone through before a password can be reused.

•Billing Tab

•Customer Codes: This is a list of accounting-specific Customer Codes used to identify billing resources.

•Support Tab

•Time Start: The time of day regular support hours begin for the client. Will be displayed in the Hosting Utilization module's header for all users.

•Time End: The time of day regular support hours end for the client. Will be displayed in the Hosting Utilization module's header for all users.

•Time Zone: The time zone the support hours pertain to. Will be displayed in the Hosting Utilization module's header for all users.

•Response Time: The mandated initial response time to reported support tickets. Will be displayed in the Hosting Utilization module's header for all users.

•Legal Notice Contact Email: The valid email address of a client POC to be notified for legal matters.

•Administrative Contact Email: The valid email address of a client POC to be notified for administrative matters.

•User Message: A dashboard specific message to be displayed in the Hosting Utilization module. Will be displayed in the Hosting Utilization module's header.

•Welcome Tab

•Welcome Content: This allows for custom HTML content to be specified on the Welcome tab if that Display Welcome Tab option is checked.

•Profile Tab

•Profile Content: This allows for custom HTML content to be specified for the profile editor for accounts editing in this dashboard.

•Header Tab

•Header Content: This allows for custom HTML content to be specified for load in the dashboard header portion of the page. It HTML content is specified here it supersedes both the Logo Image URL and the Title Image URL specified on the general tab. Additionally, stateless ASP.NET user controls can be provided here if references using ~/Uploads notation.

•Footer Tab

•Footer Content: This allows for custom HTML content to be specified for load in the dashboard footer portion of the page. Additionally, stateless ASP.NET user controls can be provided here if references using ~/Uploads notation.

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