Creating a Dashboard for Alignia Monitoring Room

You can create as many dashboards as you need to. Also, after you add a dashboard, you can change its layout and settings at any time by customizing it.

  1. In the Navigation Pane, click Dashboards. If the menu is hidden, hover over the Navigation pane to expand it.
  2. Click Add on the Dashboards page.
  3. Type a Name for the dashboard. Each name must be unique among all users.
  4. Auto-Refresh is automatically turned on and set to a default of 5 minutes. If required, over-type this setting with a new time period at which information in this dashboard is updated. The default setting is 5 minutes.
NOTE: If the Auto-Refresh setting is not used, the dashboard must be manually updated using the Refresh icon from the Dashboards menu bar.
  1. If required, turn on and specify the Business HoursThe time period at which the elements within this dashboard are considered in use by the business. under which this dashboard operates. If left turned off, this dashboard operates on a 24x7 basis.

  2. Choose a Default Time Range. Choices are:

    • Last 60 Min
    • Last 24 Hours
    • Today
    • Today (Business Hours)
    • Yesterday
    • Yesterday (Business Hours)
    • Last 3 days
    • This Week
    • Past Week
    • This Month
    • Past Month
    • Last 6 Months
    • Last 12 Months
  3. Use the drop-down menus to indicate whether or not you want to allow any HelpSystems Insite UsersA single user profile used to access Insite. or GroupsA group of user profiles with a similar role that have been granted access to Insite. to see this dashboard. Not selecting any users or groups keeps it private to the user you're logged on as.
  4. Toggle the GuestA user that has not been assigned a profile in Insite but is allowed restricted access in order to view dashboards to which they have been granted access. button to indicate whether or not you want to allow users who log on with the Guest profile to see this dashboard. On allows guest users to see the dashboard. Off prevents guest users from seeing it. For more about the Guest profile see Authentication.
NOTE: The only thing guest users can do is view dashboards marked as Guest.
  1. Click Save.

The dashboard is created with Edit Mode set to On. You now have the option of manually splitting your dashboard into widget panes by using the arrow icons OR you can click the Select Quick Layout button to select a predefined widget panel layout.

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