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- Go to Control Panel>Portal>Roles.
- Click the Actions button next to the entity from which you want to delete a role.
- Click Assign Members.
- On the tab for the selected entity, click Available.
- Clear the checkbox for the role that you want to delete.
- Click Update Associations.
- Click Back.
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The administrator can change a user's password by editing the user's profile. Users can change their own individual password on the My Account page.
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- Adapter Settings. Lets you retrieve data from a specific source.
- Portlet Upgrader. Lets you upgrade all portlets that are using the same Precise installation (source) to another Precise installation (destination).
- Refresh Rate Setting. Lets you configure how often the information displayed in the dashboard is refreshed.
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An adapter retrieves data from a specific data source. An adapter is defined by a unique identifier, called the Adapter Identifier, and the parameters that define where it should retrieve information from.
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See About the DBAdapter, About the Retrieve from Database portlet, “Assigning and Assigning permissions to adapters through user groups” on page 27groups.
To add an adapter
- In the Adapter Settings portlet, on the Adapter Identifier field, click Add.
- In the Adapter Address field, type the address of the adapter Web service.
- Click OK.
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- In the Adapter Settings portlet, from the Adapter Identifier list, select the Adapter whose data source you want to remove.
- In the Adapter Data Sources table, locate the data resource that you want to remove.
- Click Remove.
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Using the built-in security mechanism shipped with the Precise Custom Dashboard, you can control which data sources a user can retrieve information from. When you assign permissions to adapters the user can only see information from the data sources that he has been assigned to through his user group.
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The Name and Group fields are fixed fields which must be defined for every type of adapter. See “About About the Adapter Settings portlet” on page 26 portlet and About the Retrieve from Database portlet.
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| Field | Description |
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| Driver name | Driver Name Name of the database driver. This driver lets you access the database that you want to retrieve information from. For example, to connect to a SQL Server driver, type the following:
The driver must be installed on the same server that the DB adapter is installed on. In many cases this will be the same server that the Precise Custom Dashboard is installed on. |
| Connection string | Location of the database that you want to connect to and the driver used to connect to it. For example: |
| User | User name that allows you to access information from the database. |
| Password | Password that allows the user to access information from the database. |
See “About See About the Adapter Settings portlet” on page 26portlet, About the Retrieve from Database portlet, and Common JDBC drivers.
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The IFrame portlet lets you display information from a specific URL address. You must have administrator privileges to set up this portlet. See Configuring the portlet, “Changing user passwords” on page 23. See “About the Main menu” on page 10 Changing user passwords, and About the Main menu.
About the Log In portlet
The Log In portlet lets you access the My Account dialog box and modify your account settings. See Configuring the portlet, “Changing user passwords” on page 23. See “About the Main menu” on page 10 Changing user passwords, About the Main menu.
About the Import from Precise portlet
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