Set Up a Unique Operator › Create a Custom Dashboard

Create a Custom Dashboard

Users with the necessary role right can create a custom dashboard. They can select views for the dashboard and their location on the page. They can also select the menus in which it appears so that the dashboard can be shared with other CA Performance Center operators.

The views in a custom dashboard can also be customized. For example, you can select a group context, or you can specify a custom view title.

You can customize the predefined CA Performance Center dashboard pages, or you can add new dashboards. You can select the views and data context for custom dashboards.

Follow these steps:

1. Log in as a user with the required administrative role rights.
2. Click the Dashboards tab.

   The Available Dashboards page opens. Each view on the page corresponds to a menu.

3. Click Add Dashboard next to the menu where you want the new dashboard to appear.

   The Add Dashboard page opens.

4. Complete the following fields:

   Dashboard Menu

   Is the menu where you want the dashboard to appear.

   Menu Item

   Is the name of the dashboard as you want it to appear in the menu.

   Dashboard Title

   Is the name that you want to appear at the top of the new dashboard.

5. (Optional) Select a layout template for the dashboard.

   Each layout treats the page as a table with rows and columns for views. The Layout buttons indicate the number of views in each column and row on the page. We recommend selecting a layout before adding views.

6. (Optional) Apply a group or context filter to the views. Views with a selected context always display data for that context; they do not inherit the context of the dashboard. For example, if you set the context filter to Group A and add a view to the dashboard, that view will always display data for Group A, even after you change the dashboard context to Group B.

   Note: By default, the context is Summary. With the Summary context setting, the available views display summary data for the current group context of the dashboard. The Summary setting does not require you to select a specific group or item. Summary views dynamically update the context when you change the context of the page.

   You can select a group, device, or interface context by taking the following steps:

   1. Click Select Context.
   2. Select a Context Type, such as a type of managed item. Select Group to see the Groups tree.

      By default, the list is filtered to show only items and item types to which you have access. For example, if you are not monitoring any servers, the Context Type list does not include the Servers option. Select 'Show All Context Types' to see all context options.

   3. Select a specific context item or a group context.
   4. Click OK to save the new context filter.
7. (Optional) Click Clear Filter on the main Edit Dashboard Layout page to revert to the Summary filter.
8. Expand the categories of views in the left pane. Check the Display All Views option only if you want to see views from data sources that you have not registered. This check box disables View Suppression.
9. Select a view that you want to add to the page from one of the expanded lists.

   Note: The maximum number of views per dashboard is 25.

10. Click and drag the view to the page layout, and drop it where you want it to appear.
11. Click Save to save the dashboard and add it to the selected menu.

    To discard the changes that you made, click Clear.