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Editing Dashboards

Some of the pages in iTop are “dashboards”. Dashboards are used to display on the same page information about different iTop objects. Most the of “overview” pages, as well as the “welcome” page are dashboards. In iTop 2.0, each user can configure her/his own dashboards by editing the existing dashboard pages. It is not possible to create new dashboard pages.

When a page is an editable dashboard, the small “Pen” drop-down menu appears at the top-right of the page, next to the “Log-off” menu.

Dashboard popup menu

To edit the current page, select “Edit this page…”.

After a few seconds a popup dialog appears containing the “dashboard editor” dialog:

Dashboard editor dialog

A dashboard is made of building blocks named after “dashlets”.

A dashboard itself arranges the display of the dashlets it contains. A dashboard has only three properties:

  • A layout (one, two or three columns)
  • An optional title
  • The automatic refresh setting (disabled, or refresh interval given in seconds)

The layout determines how the dashlets are arranged on the page: it determines a grid, with each dashlet being assigned to one cell of the grid. When the layout is changed, the cells (as well as the dashlets inside the cells) are re-organized to produce the desired display.

Dashboard Layouts

To edit the properties of a dashlet click on it in the left part of the dialog. An orange border appears around the selected dashlet, and the properties of the dashlets are displayed on the right part of the dialog. to modify the appearence of the dashlet, simply modify the properties on the right and see the dahslet change to reflect your modifications. To remove the selected dashlet from the dashboard, click on the red cross at the top-right of the selected dashlet.

Since some dashlet contain clickable links, click next to the grey border of the dashlet to select the dashlet without activating a link.

To add a new dashlet to the dashboard, drag one of the dashlet icons into the desired area of the dashboard, then adjust the properties on the right to finalize your dashboard.

You can also create a new dashlet from any list of iTop objects. See Managing Lists for more information about how to achieve this.

When you are done with editing, click on “Save” to save your modifications and go back to the iTop page.

To undo all modifications performed since clicking on “Edit this page…”, click on “Cancel”.

The modifications of the dashboard apply the current user. All other users keep their own copy of the dashboard (or the default dashboard if they did not customize it)

Dashlet types

The following types of dashlets are available to compose your dashboard:

Icon Name Description
Text Text A free text area. Use this dashlet to add a title or a comment into a page
List Object List A list of iTop objects, displayed as a table, like any search result
Pie Chart Pie Chart A list of itop objects, grouped on the given field and displayed as a pie chart.
Bar Chart Bar Chart A list of itop objects, grouped on the given field and displayed as a barchart.
Group By (Table) Group By A list of itop objects, grouped on the given field and displayed as a table.
Header Header A grey banner with an icon on the left and a title.
Header with counts Header with counts A grey banner with an icon on the left, title and a table showing the count of objects grouped by a given field.
badge Badge A icon with a text showing the total number of objects of the given class and two links: 'create a new…' and 'search for…'

Exporting a dashboard

A dashboard definition can be exported to an XML file, either to archive it or to share it with other users. To export a dashboard, click on the menu item “Export to file” from the “Pen” popup menu. When prompted, enter the location where to download the exported dashboard on your computer.

Exporting a dashboard

Importing a dashboard

Importing a dashboard

To import a dashboard definition from an XML file, click on “Import from file” and select the XML file to upload from your computer.

Discarding the customizations

At any time, the customization of a dashboard can be discarded to go back to the original definitions (shared by all users). Simply click on “Revert to Original Version…” and acknowledge the confirmation popup dialog.

2_2_0/user/dashboards.txt · Last modified: 2018/12/19 11:40 (external edit)
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