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This section includes the following topics:

...

  • Directly to the user
  • To a community that the user belongs to
  • To an organization that the user belongs to
  • To a role that is directly assigned to the user
  • To a role assigned to a community that the user belongs to
  • To a role assigned to an organization the user belongs to

See “Configuring Configuring roles in the dashboard” on page 21. See “Where dashboard and Where to go for more information” on page 35information.

To set up a new user profile

...

  1. Go to Control Panel>Portal>Communities.
  2. Click Add.
  3. Fill in the relevant information for the community, such as Name and Description.
  4. Select the community type:
    • Open. Available for all users.
    • Restricted. Available for a restricted group of users.
    • Private. Only available for you.
  5. Mark the checkbox to make the community active.
  6. Optionally, add one or more tags.
  7. Click Save.

...

  1. Go to Control Panel>Portal>Communities.
  2. Click the Actions button on the row of the community from which you want to delete a user, user group, or organization.
  3. Click Assign Members.
  4. Select the tab with the entity you want to clear the selection of the members from.
  5. Clear the check box next to the users, user groups, or organizations that you want to remove from the organization.
  6. Click Update Associations.
  7. Select the Back icon.

Anchor
ConfigureRolesInDashboard
ConfigureRolesInDashboard
Configuring roles in the dashboard

Roles are a collection of permissions. The Roles mechanism lets you control which portlets a user can view. Roles can be assigned to a user, community, or organization. If a role is assigned to a community or organization, all users that are members of that entity receive the collection of permissions assigned to that role.

Begin by settings up roles, associating permissions with them, and assigning them to individual users or communities. Then you can assign a role or roles to a portlet to determine which users can access the information displayed in that portlet.

See “Determining Determining which portlets a user can view” on page 24 and “Where view and Where to go for more information” on page 35information.

To set up a new role

  1. Go to Control Panel>Portal>Roles.
  2. Click Add, to add a new role.
  3. In the Name field, enter a name that identifies the role.
  4. Select the type (Regular, Community, Organization)
  5. Click Save.

...

  1. Go to Control Panel>Portal>Roles.

...

  1. Click the Actions button next to the role for an organization to which you want to assign permissions.

...

  1. Click Permissions.

...

  1. Set the permissions required by checking the relevant permissions.

...

  1. Click Submit.

...

  1. Click Back.

To assign permissions to a role for a user group1    Go

  1. Go to Control Panel>Portal>Roles.

...

  1. Click the Actions button next to the role for a user group to which you want to assign permissions.

...

  1. Click Permissions.

...

  1. Set the permissions required by checking the relevant permissions.

...

  1. Click Submit.

...

  1. Click Back.

To assign permissions to a role for a guest user

Info

...

Per definition, a guest user does not have permissions, but it is possible to change this as described in the following procedure.

...

  1. Go to Control Panel>Portal>Roles.

...

  1. Click the Actions button next to the role for a guest user to which you want to assign permissions.

...

  1. Click Define Permissions.

...

  1. Select either to Add Portlet Permissions or Add Portal Permissions.

...

  1. Set the permissions required by checking the relevant permissions.

...

  1. Click Save.

...

  1. Click Back.

To assign a role to an end user1    Go

  1. Go to Control Panel>Portal>Roles.

...

  1. Click the Actions button next to the end user that you want to assign a role to.

...

  1. Click Assign Members.

...

  1. On the Users tab, click Available.

...

  1. Select the users that you want to add the role to.

...

  1. Click Update Associations.

...

  1. Click Back.

To assign a role to a community1    Go

  1. Go to Control Panel>Portal>Roles.

...

  1. Click the Actions button next to the community that you want to assign a role to.

...

  1. Click Assign Members.

...

  1. On the Communities tab, click Available.

...

  1. Select the community that you want to add the role to.

...

  1. Click Update Associations.

...

  1. Click Back.

To assign a role to an organization1    Go

  1. Go to Control Panel>Portal>Roles.

...

  1. Click the Actions button next to the organization that you want to assign a role to.

...

  1. Click Assign Members.

...

  1. On the Organizations tab, click Available.

...

  1. Select the organization that you want to add the role to.

...

  1. Click Update Associations.

...

  1. Click Back.

To assign a role to a user group1    Go

  1. Go to Control Panel>Portal>Roles.

...

  1. Click the Actions button next to the user group that you want to assign a role to.

...

  1. Click Assign Members.

...

  1. On the User Groups tab, click Available.

...

  1. Select the user group that you want to add the role to.

...

  1. Click Update Associations.

...

  1. Click Back.

To delete a role from an entity1    Go

  1. Go to Control Panel>Portal>Roles.

...

  1. Click the Actions button next to the entity from which you want to delete a role.

...

  1. Click Assign Members.

...

  1. On the tab for the selected entity, click Available.

...

  1. Clear the checkbox for the role that you want to delete.

...

  1. Click Update Associations.

...

  1. Click Back.

Anchor
ChangingUserPasswords
ChangingUserPasswords
Changing user passwords

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.

Info

...

If you want to receive email notification when you create a password for a new user or if you forget your password, verify that you install a SMTP server on the same machine the Precise Custom Dashboard is installed on.

To change another user's password1    Log

  1. Log in to the Precise Custom Dashboard with administrator privileges.

...

  1. Go to Control Panel>Portal>Users.

...

  1. Verify that the user is active. Search for the user whose password you want to change.

...

  1. Click the Actions button.

...

  1. Click Edit.

...

  1. On the Password tab, type in the new password in the Password and Enter Again fields.

...

  1. Check Password Reset Required if you want the system to prompt the user to reset the password automatically.

...

  1. Click Save.

To change your own password1    Log

  1. Log in to the Precise Custom Dashboard as the user whose password you want to change.

...

  1. Click My Account.

...

  1. On the Password tab, type in the new password in the Password and Enter Again fields.

...

  1. Click Save.

Setting up an enterprise profile

The enterprise profile contains the settings that will be used as default settings, each time a new user is added. For example, you can specify the enterprise name, which logo to display in the dashboard, set up the link the user will navigate to when clicking on Home or the logo, and the domain names that the server will recognize.

You can also change the time zone and language settings for the entire enterprise.

Anchor
DetermineWhichPortletsToView
DetermineWhichPortletsToView
Determining which portlets a user can view

The Portlets tab displays a list of all available portlets, indicates whether they are currently active or inactive, and shows which groups have permission to use each portlet. You can edit a portlet's properties, as follows:■    Determine

  • Determine whether to make the portlet active or inactive.

...

  • Assign which roles that will have access to the selected portlet. To edit a portlet's properties

...

  1. Go to Control Panel>Portal>Plugins Configuration.

...

  1. In the Plugins list, click the portlet that you want to edit.

...

  1. In the text box, type the roles that you want to be associated with the selected portlet, one role per line. A user must belong to one of these roles to be able to add this portlet to a page.

...

  1. Click Save.

...

  1. Click Back.

Deploying portlet packs

The files that configure and define portlet packs are packaged as WAR files. Use these WAR files to hot-deploy portlet packs in the Precise Custom Dashboard.

To hot-deploy a portlet or adapter1    On

  1. On Control Panel>Server>Plugins installation, click Install More Portlets.

...

  1. Go to Upload file.

...

  1. Browse for the WAR file.

...

  1. Click Deploy. The hot-deploy process can take a number of seconds to complete.

How to configure LDAP

Precise Custom Portal version 9.6 can integrate with Lightweight Directory Access Protocol (LDAP).

Once integrated with LDAP, Precise Custom Portal version 9.6 gets all users and groups from the LDAP and synchronizes them into its own database. Login passwords are authorized by LDAP, thus preventing the need to keep (and verify) the users’ passwords within Precise Custom Portal. The following procedure describes how to configure LDAP.

To configure LDAP1    Log

  1. Log in as Admin user to Custom Portal version 9.6.

...

  1. Go to Control Panel>Settings>Authentication>LDAP.

...

  1. Under Authentication, mark Enabled.

...

  1. Under Default Values, mark Microsoft Active Directory Server.

...

  1. Under Connection, provide the parameters

...

  1. described in the following table:

    ParameterDescription
    Base Provider

...

  1. URL<url_of_the_base_provider>
    Base

...

  1. DN<base_dn>

...

  1. Principal<domain_name>\<user_name>
    Credentials

...

  1. <password>

...

  1. Under Users, provide the parameters as described in the following table:

    ParameterDescription
    Authentication

...

  1. Search Filter(&(objectCategory=person)(sAMAccountName=@screen-name@))
    Import Search

...

  1. Filter((objectclass=person)
    User

...

  1. name<user_name>

...

  1. Password<password>
    Email

...

  1. address<email_address>

...

  1. First name<given_name>
    Last

...

  1. name<last_name>
    Job

...

  1. title<title>
  2. Under Groups, do not mark/configure anything.

...

  1. Under Import/Export, mark or clear the parameters as described in the following table:

...

  1. ParameterDescription
    Import enabledMark
    Import on

...

  1. startup enabled

...

  1. Mark

...

  1. Import intervalAny selection as long as it is not grayed-out.
    Export

...

  1. enabledDo not check this box.

...

  1. Under Password policy, mark the “Use LDAP Password Policy” check box.

Anchor
AboutTheAdministrationPortlets
AboutTheAdministrationPortlets
About the Administration portlets

The Administration portlets provide administrative utilities that expand the functionality of the Precise Custom
Dashboard.

The following portlets are available:

  • 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.

Anchor
AboutTheAdapterSettingsPortlet
AboutTheAdapterSettingsPortlet
About the Adapter Settings portlet

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.

The Adapter Settings portlet lets you add adapters to and remove adapters from the dashboard framework, and define data sources for each adapter.

Info

...

Each data source represents an installation from which information is retrieved and displayed. An adapter can be associated with more than one data source.

Each data source has several fixed fields as well as fields that vary according to the adapter. For example:■    A

  • A DBAdapter represents an adapter for a database. Each data source defines a specific connection with a database.

...

  • A Precise adapter represents the connection between the Precise Custom Dashboard and Precise.

The Precise adapter enables the user to communicate with different Precise installations from different versions
(OOTB supporting v8, v8.x, v9, and v9.6).
Starting from v8..

The AES encryption method is 5, the AES encryption method was introduced in Precise. It is used as the default communication encryption method. For the adapter to communicate with the data source in the configuration process, the user will be is prompted to copy the encryption key files from the Precise installation to the Precise Custom Portal installation.

The files reside in Precise under the <precise_root> /infra/listener/etc/crypt folder. The entire crypt folder should be copied to the Precise Custom Portal under the
<precise_root> /products/gui/website/asd_conf/data-sources-crypt/ <data source server>-<data source port> folder.

The following table describes the parameters you need to define for all types of adapters. Any additional fields that must be defined for a particular adapter are described in the help topics that are deployed with each adapter.

Table 3-1    Fixed 1. Fixed Adapter Data Source fieldsField    Description
Name    A

FieldDescription
NameA unique user-defined name that identifies the data source.

...

the identifier is displayed in the

...

Data

...

source list when you edit a portlet.
User

...

group

Indicates which user group has been granted permission to view information from this data source. This parameter is case-sensitive.

Info

...

If the Group parameter is left empty, every user can view information from this data source.

See “About the DBAdapter” on page 28.
See “About About the DBAdapter, About the Retrieve from Database portlet” on page 31.
See “Assigning portlet, and Assigning permissions to adapters through user groups.

groups” on page 27. To add an adapter1    In

  1. In the Adapter Settings portlet, on the Adapter Identifier field, click Add.

...

  1. In the Adapter Address field, type the address of the adapter Web service.

...

  1. Click OK.

To edit an adapter1    Select

  1. Select the adapter.

...

  1. In the Adapter Address field, change the address of the adapter Web service.

...

  1. Click OK.

To delete an adapter1    In

  1. In the Adapter Settings portlet, on the Adapter Identifier field, click Remove.

...

  1. Click OK.

To add a data source1    In

  1. In the Adapter Settings portlet, from the Adapter Identifier list, select the Adapter that you want to add a data source to.

...

  1. Click Add Data Source.

...

  1. Enter the parameters that define the selected data source.

...

  1. Click OK.

To edit a data source1    In

  1. In the Adapter Settings portlet, from the Adapter Identifier list, select the Adapter whose data source you want to edit.

...

  1. In the Adapter Data Sources table, locate the data resource that you want to edit.

...

  1. Click Edit.

...

  1. Enter the parameters that define the selected data source.

...

  1. Click OK.

To delete a data source1    In

  1. In the Adapter Settings portlet, from the Adapter Identifier list, select the Adapter whose data source you want to remove.

...

  1. In the Adapter Data Sources table, locate the data resource that you want to remove.

...

  1. Click Remove.

Anchor
AssignPermissionsToAdapters
AssignPermissionsToAdapters
Assigning permissions to adapters through user groups

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.

To assign permissions to an adapter1    Create

  1. Create a user and associate the user with a user group. You also need to create the specific user group if it does not already exist.

...

  1. In the Adapter Settings portlet, in the Adapter Identifier field, choose the adapter that you want to edit.

...

  1. Do one of the following:

    ...

      • Edit an existing data source. Click Edit. In the User Group field, type the group that you want the data source to be associated with.

    ...

      • Add and define a new data source for the adapter. Click Add Data Source. Enter the parameters that define the selected data source. In the User Group field, type the group that you want the data source to be associated with.

    Anchor
    AboutTheDBAdapter
    AboutTheDBAdapter
    About the DBAdapter

    About the DBAdapter
    The DBAdapter is the default adapter that is shipped with the Precise Custom Dashboard. This adapter lets you retrieve data from the database of your choice.

    The SQL Server JDBC driver is installed automatically during the installation of the Precise Custom Dashboard. If you want to add additional drivers, copy the driver's jar file to the following folder:<precise

    <precise_root>root>\products\gui\website\webapps\DBAdapter\WEB-INF\lib\

    To load the JDBC driver, you are required to restart of the Precise Web GUI service. See “Common JDBC drivers” on page 28 Common JDBC drivers.Note:

    Info

    Only a user with Administrator privileges can configure a database as a data source. This is done in the Adapter

    ...

    Settings portlet.

    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.
    See “About portlet and About the Retrieve from Database portlet” on page 31portlet.

    The following table describes the additional parameters that must be defined for the database adapter to connect to a database.

    Table 3-2    DBAdapter fields
    Field    Description2 DBAdapter fields

    FieldDescription
    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:

    com.microsoft.sqlserver.jdbc.SQLServerDriver

    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:

    jdbc:sqlserver://myServer:9999;DatabaseName=users_99

    User

    ...

    User name that allows you to access information from the database.

    ...

    PasswordPassword that allows the user to access information from the database.

    See “About See About the Adapter Settings portlet” on page 26.
    See “About portlet, About the Retrieve from Database portlet” on page 31. See “Common JDBC drivers” on page 28.
    portlet, and Common JDBC drivers.

    Anchor
    CommonJDBCDrivers
    CommonJDBCDrivers
    Common JDBC drivers

    JDBC drivers allow you to connect to databases that support Structured Query Language (SQL).

    JDBC technology drivers are available from a number of vendors. The following lists provide information on what values must be entered in the DBAdapter portlet settings for popular databases.

    The JDBC drivers need to be saved in:<precise

    <precise_root>root>\products\gui\website\webapps\DBAdapter\WEB-INF\lib\

    The following table shows the information you must enter in the DBAdapter portlet settings to connect to a Microsoft
    SQL Server (2005) database.

    Table 3-3    Microsoft 3 Microsoft SQL Server JDBC driver

    JDBC

    ...

    driverValue
    Driver

    ...

    namecom.microsoft.sqlserver.jdbc.SQLServerDriver
    Connection

    ...

    strong formatjdbc:sqlserver://<host>:<port1433>;DatabaseName=<database>

    The following table shows the information you must enter in the DBAdapter portlet settings to connect to a MySQL
    database.

    Table 3-4    MySQL 4 MySQL JDBC driver

    JDBC

    ...

    driverValue
    Driver

    ...

    namecom.mysql.jdbc.Driver
    Connection

    ...

    string formatjdbc:mysql://<host>:<port>/<databaseName>

    The following table shows the information you must enter in the DBAdapter portlet settings to connect to a Sybase database.

    Table 3-5    Sybase 5 Sybase JDBC driver

    JDBC

    ...

    driverValue
    Driver

    ...

    namecom.sybase.jdbc2.jdbc.SybDriver
    Connection

    ...

    string formatjdbc:sybase:Tds:<host>:<port>/<databaseName>

    The following table shows the information you must enter in the DBAdapter portlet settings to connect to a Oracle database.

    Table 3-6    Oracle 6 Oracle JDBC driver

    JDBC

    ...

    driver

    ...

    Value
    Driver nameoracle.jdbc.driver.OracleDriver
    Connection

    ...

    string formatjdbc:oracle:thin:

    ...

    @<host>:<port>:<sid>

    Anchor
    AboutThePortletUpgraderPortlet
    AboutThePortletUpgraderPortlet
    About the Portlet Upgrader portlet

    This portlet is located in the portlets tree under admin.

    The portlet gives you the functionality to upgrade all portlets that are using the same Precise installation (source) to another Precise installation (destination).

    The portlet upgrader in the Precise Custom Portal v9.6 supports the portlet upgrade from Precise v8.0 to v8.5, v8.5/v8.7 to v9.0,and v9.0 to v9.6 adapter type data sources. The upgrade process will convert the portlet’s request and parameters to match the new data source.

    If the conversion logic fails for a portlet, it will be aborted, logged, and the process will continue with the next portlet. The logging output for the portlet upgrade process can be found in the
    <precise_root>\products\gui\website\logs\upgrade.log and upgrade-report.log files.

    The following table describes the fields that are available in the portlet:

    Table 3-7    Portlet 7 Portlet Upgrader portlet

    Fields

    ...

    Description
    Source

    ...

    adapterList of defined

    ...

    adapters
    Source data

    ...

    sourceList of defined data sources for the selected

    ...

    source adapter
    Destination

    ...

    adapterList of defined

    ...

    adapters
    Destination data

    ...

    sourceList of defined data sources for the selected

    ...

    destination adapter

    See Configuring the portlet.

    Anchor
    AboutTheRefreshRateSettingsPortlet
    AboutTheRefreshRateSettingsPortlet
    About the Refresh Rate Settings portlet

    The administrator can configure how often the information displayed in the dashboard is refreshed in the Refresh Rate
    Settings portlet. These settings apply to all pages on the dashboard.

    To configure the refresh rate settings1    On

    1. On the Refresh Rate Settings portlet toolbar, click the Edit Preferences icon.

    ...

    1. In the Page refresh rate (minutes) field, type how often you want the information displayed on the page to be refreshed.

    ...

    1. Click OK.

    Anchor
    AboutTheToolsPortlets
    AboutTheToolsPortlets
    About the Tools portlets

    The Tools Portlets provide additional utilities that expand the functionality of the Precise Custom Dashboard. The following portlets are available:IFrame    Lets

    • IFrame. Lets you display information from a specific URL address.
    • Log

    ...

    • In. Lets you access the My Account dialog box and modify your account settings.
    • Import from

    ...

    • Precise. Lets you create a new portlet page.
    • Quick

    ...

    • Note. Lets you add your own note or comments to a portlet page.

    ...

    • RSS. Lets you display frequently updated Really Simple Syndication (RSS) content in a portlet. Retrieve from Database    Lets you query a database and display information from it.
    • Time

    ...

    • Frame. Lets you decide the period of time that you want to analyze.

    About the IFrame portlet

    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.See “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.See “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

    The Import from Precise portlet gives you the functionality to create portlets based on the view that has been exported from within Precise v9.6 using the Export to the Custom Portal Portlet feature.Note:

    Info

    Prerequisites for the use of this portlet is that you need to have the rights to add portlets.

    To create a portlet with Import from Precise1    Log

    1. Log in to the Precise Custom Portal.

    ...

    1. Go to Add Portlet.

    ...

    1. In the portlets tree under Tools, click Add after Import from Precise.

    ...

    1. Select the data source.

    ...

    1. Select the name that was used to create the Export to the Custom Portal Portlet view.

      Info

    ...

    1. The date and time stamp will help you choose the most recent view. The last 50 saves are available.

    ...

    1. Click Generate the Portlet.

    ...

    1. Click Preferences if you want to change the default configuration. See Configuring the portlet.

    About the Quick Note portlet

    The Quick Note portlet lets you add your own note or comments to a portlet page.

    About the RSS portlet

    The RSS portlet lets you display frequently updated Really Simple Syndication (RSS) content in a portlet. You subscribe to a feed by entering the feed's URL (one per line) and the number of entries per feed.

    Info

    ...

    It can take a while before content is displayed in this portlet.

    Anchor
    AboutTheRetrieveFromDatabasePortlet
    AboutTheRetrieveFromDatabasePortlet
    About the Retrieve from Database portlet

    The Retrieve from Database portlet lets you query a database and display information from it. The Administrator must configure the database as a data source (in the Adapter Settings portlet) before you can send it a query.

    In the Filter Data By field, enter the name of the data source that you want to retrieve data from and enter an SQL
    statement that is used to query the database and retrieve the information. An SQL statement must begin with one of the following commands:■    Select

    • Select

    ...

    • With

    You can also define the time frame for your retrieved information by entering an SQL statement. The time frame has four parameters:■    

    • !~timeFrameFromString~! - This parameter is the start time in yyyy/mm/dd hh:mm:ss a format

    ...

    • !~timeFrameToString~! - This parameter is the end time in yyyy/mm/dd hh:mm:ss a format

    ...

    • Example To define a time frame that ends at 2010/01/16 02:20:45 am, enter the following query:
      select* from A where time >

    ...

    • '!~timeFrameToString~!

    ...

    • '

    ...

    • !~timeFrameFromLong~! - This parameter is the start time

    ...

    • !~timeFrameToLong~! - This parameter is the end time

    ...

    • Example To define a time frame that ends at 123246486, enter the following query:
      select * from A where time >

    ...

    • '!~timeFrameToLong~!

    ...

    • '
    Info

    ...

    In certain JDBC drivers, such as in Oracle JDBC, a query containing a count(*) function, must be typed as follows:

    select count(*) as c1 from table_1

    ...

    Info

    Adding a semi-colon (;) at the end of a query causes a query parse error in some JDBC drivers.

    When you choose a display view for the information retrieved from the database, verify that you choose a view that is appropriate to the query you selected.

    The following table describes how the information retrieved from a database is displayed.

    Table 3-8    Available 8 Available display views
    Format    Description
    Table    Displays

    FormatDescription
    TableDisplays the data in table format.
    Bar

    ...

    chart

    Only numeric data is displayed. Non-numeric data is ignored.

    The first column of data is displayed along the X-axis. Remaining numeric columns are displayed as values in the chart.

    Multiple line

    ...

    chart

    Only numeric data is displayed. Non-numeric data is ignored.

    The first column of data is displayed along the X-axis. Remaining numeric columns are displayed as values in the chart.

    Combined multiple line

    ...

    chart

    Only numeric data is displayed. Non-numeric data is ignored.

    The first column of data is displayed along the X-axis. Remaining numeric columns are displayed as values in the chart.

    This chart has multiple Y-axes, each axis corresponding to a specific line.

    Horizontal bar

    ...

    chart

    Only numeric data is displayed. Non-numeric data is ignored.

    The first column of data is always displayed. Remaining numeric columns are displayed as values in the chart.

    Line

    ...

    chart

    Only numeric data is displayed. Non-numeric data is ignored.

    The first column of data is displayed along the X-axis. Remaining numeric columns are displayed as values in the chart.

    Multiple pie

    ...

    chart

    Only numeric data is displayed. Non-numeric data is ignored.

    The first column of data is displayed as the name of the chart. Remaining numeric columns are displayed as values in the chart.

    Each row is displayed in a different pie.

    Pie

    ...

    chart

    Only numeric data is displayed. Non-numeric data is ignored.

    The first column of data is displayed as the name of the chart. Remaining numeric columns are displayed as values in the chart.

    Only the values in the first row are displayed in the pie chart.

    ...

    Ring chart

    Only numeric data is displayed. Non-numeric data is ignored.

    The first column of data is always displayed. Remaining numeric columns are displayed as values in the chart.

    Only the values in the first row are displayed in the ring chart.

    See Configuring the portlet, Defining the portlet data preferences, and “About the DBAdapter” on page 28 About the DBAdapter.

    About the Time Frame portlet

    The Time Frame portlet lets you decide the period of time that you want to analyze. The time frame you select, affects the time frame used by all portlets displayed on the same page.

    Info

    ...

    If you set up a different page to view additional portlets, it is recommended that you add the Time Frame portlet to the new page, and verify that you set it to the period of time that you want to display information on. If you don't add a Time Frame portlet to the page, the portlets on the page that are associated with the Time Frame portlet will automatically display information according to the data collected within the last 24 hours. This is also the default setting for all new time frames.

    ...

    Info

    If you delete a Time Frame portlet from a page, the portlets on the page will continue to display information according to the last settings you configured in the Time Frame portlet.

    You can either choose to define the time interval that you want to analyze, or to focus your analysis on the last <n>
    minutes, hours, days, weeks or months, relative to your own local time. The following table describes the time frame settings you can select.

    Table 3-9    Time 9 Time Frame optionsField    Description
    From    Determines

    FieldDescription
    FromDetermines when the sampling period begins (date and time).
    To

    ...

    Determines when the sampling period ends (date and time).
    Last

    ...

    Lets you focus on the last <n> minutes, hours, days, weeks or months from the current time.

    Anchor
    ConfiguringThePortlet
    ConfiguringThePortlet
    Configuring the portlet

    You can determine the design of the portlet and the user permissions. To configure the portlet configuration1    In

    1. In the desired portlet, click the Options icon (Image Added).

    ...

    1. From the drop-down menu, select the Look and Feel icon.

    ...

    1. In the dialog box that appears, move between the tabs to determine the portlet layout.

    ...

    1. To save changes, click Save.
      To revert to the default settings, click Reset.

    To define the portlet’s user permissions1    In

    1. In the desired portlet, click the Options icon (Image Added).

    ...

    1. From the drop-down menu, select the Configuration icon.

    ...

    1. In the dialog box that appears, use the Permissions tab to edit the user permissions.

    ...

    1. To save changes, click Submit.

    Anchor
    DefiningThePortletDataPreferences
    DefiningThePortletDataPreferences
    Defining the portlet data preferences

    You can determine which information to display in a portlet and in what format you want it to be displayed (such as a table, chart or gauge).

    You can determine what information is displayed in a portlet and the portlet's width and height.

    To define the portlet’s preferences1    In

    1. In the Title area of the portlet, click on the existing title and rename it to a title that helps you remember what is displayed in the portlet.

    ...

    1. Click the Preferences icon (

    ...

    1. Image Added) to edit the portlet preferences.

    ...

    1. Under Show fields, choose the information that you want to display in the portlet.

    ...

    1. Under Filter data by, determine which information to display. Depending upon the Precise installation/data source selected you may be prompted to enter additional information.
      If the Filter field supports the use of wildcard characters, use the percentage (%) character.

    ...

    1. Under Properties, determine how you want the information displayed, as follows:

      FieldDescription
      View data

    ...

    1. asDetermines whether data is displayed as a table or chart. If the data is of the same unit and type, it is displayed in the same chart.
      Chart

    ...

    1. height

      If you choose to display the data in a chart, determines the height of the chart, in pixels.

      Position

    ...

    1. legendIf you choose to display the data in a chart, determines where to position the legend (options

    ...

    1. include top, bottom, left, or right of the chart).
      Portlet

    ...

    1. heightDetermines the height of the portlet, in pixels.
      Portlet

    ...

    1. width

      Determines the width of the portlet, in pixels.

      The width of the portlet is also influenced by the layout of the page the portlet is displayed on.

      Free

    ...

    1. textAllows you to enter text that is displayed at the top of the portlet. You can use this text to explain what the purpose of the portlet is, or give an overview of what is displayed in the portlet.

    ...

    1. Click OK.

    Anchor
    RemovingAPortletPackage
    RemovingAPortletPackage
    Removing a portlet package from the Precise Custom Dashboard

    ...

    For the latest information on the Precise Custom Dashboard, see the Precise Customer Support Portal.

     

    Precise. Performance intelligence from click to storage. Learn more > >

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