Managing Dashboards › Dashboards › Add a Dashboard

Add a Dashboard

You add personal or shared dashboards to provide expedited access to information and to frequently used features and functions of CA Service Catalog.

Follow these steps:

1. Click Home, Dashboards.
2. Click the << icon at the top right part of the page, and click Add Dashboard.

   The Dashboard Options page appears.

3. Name the dashboard and configure the other options, as follows. Click the Help (question mark) icon for assistance. The following fields require explanation:

   Shared Dashboard

   Creates a shared dashboard.

   Administrators use shared dashboards to publish information to users. If this option does not appear or if you do not select it, then this dashboard is available to you only (personal).

   Note: You can create a personal dashboard and can share it later.

   When you select Shared Dashboard, several other fields appear. These fields are mutually exclusive. Select one of the following options:

   • Accessible by Sub Business Units – Shares this dashboard with users in your business unit and its child business units.
   • Accessible by Role – Shares this dashboard with users who have the roles you specify. Only those roles can access the dashboard. If you do not specify your own role, you can no longer access the dashboard after you create it.

   Default Dashboard

   Sets the dashboard as the default dashboard.

   Full Screen

   Configures the dashboard to open in full-screen mode when users select it.

   Open in New Window

   Configures the dashboard to open in a new window when users select it.

   Disable Session Timeout

   Disables the session timeout feature. Users are not logged out if they are inactive longer than the session timeout value.

   Auto Arrange

   Arranges the dashboard items automatically.

   Make Item Snappable

   Creates an invisible grid on the Dashboard, which lets you position and resize Dashboard items.

   You set the Grid Height and Grid Width properties of each cell in the grid. Each Dashboard item "snaps" to this grid when it is positioned or resized.

   Note: This option applies only if Auto Arrange is not selected.

   Lock Down Items

   Fixes the location of the dash items so that other users cannot move them.

4. Click Add to create the dashboard.

   The new dashboard appears in the dashboard menu and is selected. The rest of the window is blank, because a new dashboard has no dash items.

5. Follow these steps: to add dash items:
   1. Verify that the new dashboard is selected. Click the << icon at the top right part of the page, and click Show Library.

      The Dashboard Library appears.

   2. Navigate the Library tree and locate the elements that you want to use on the dashboard.
   3. Drag the content elements to the place where you want them on the dashboard.

      The elements become the dash items.

   4. Adjust the size of the dash items as needed.
6. Set the properties of the dash items by clicking the Edit (pencil) icon on the dash item heading.

   Note: To delete a dash item from the dashboard, click the Delete (X) icon on the dash item heading.

7. Click Save Layout.

   The Catalog system saves the dashboard layout.

You have added the new dashboard.