Global settings for dashboards

You can configure global settings for dashboards.

Edit 'Dashboard' component

You can configure global settings for dashboards.

Prerequisite

You have created your own modification set.

You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Components on the Define modification set page.

  5. Click Edit Edit in the Dashboards row. The Edit component page is displayed.

  6. Click Edit to change the name of the Dashboard component. The Edit component property dialog opens. Edit the name of the Dashboard component in different languages.

  7. Click Reset Back. The Configuration and modification sets page is displayed.

You have configured the name of the Dashboards component.

For ARIS to be displayed with this modification set, you need to select the new modification set for display.

Add dashboard to model

You can add dashboards to a specific model. Therefore, you need to have the identifier of the model.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Get the identifier of the relevant model to which you want to add a dashboard, Therefore, you must have the <_a_des_license> license.

    1. Click Application launcher Application launcher > Models and objects Models and objects. The Models and objects view in the repository is opened.

    2. Navigate to the relevant model and click MoreMore > Technical information Technical information in the row of the relevant model. The dialog opens.

    3. Select the GUID and press Ctrl + C. The GUID is copied to the clipboard and you can enter this as identifier.

      Or enter the identifier of the location. The identifier is the part of the URL of the relevant tab of a model and starts with c and ends with -1.

      Dashboard identifier

  2. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  3. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  4. Click Edit Edit in the row of the relevant modification set.

  5. Click Components on the Define modification set page.

  6. Click Edit Edit in the Dashboards row. The Edit component page is displayed.

  7. Click Add. The Add Dashboard dialog opens. Enter the name of the dashboard in the different languages.

  8. Select the location on which the dashboard shall be displayed.

  9. Select the database in which the dashboard is to be displayed.

  10. Select a dashboard from the list. If you use ARIS Process Mining in a combined deployment with ARIS Enterprise and you have the ARIS Process Mining license, the ARIS Process Mining analyses are available in the list.

  11. Click Add.

  12. Click Reset Back. The Configuration and modification sets page is displayed.

You have added a dashboard to a specific model. If dashboards are specified globally for this model, they will be displayed as a group and so are the model-specific dashboards.

Grouped dashboards

Edit dashboard for model

You can add dashboards to the Dashboard component.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Get the identifier of the relevant model to which you want to add a dashboard, Therefore, you must have the <_a_des_license> license.

    1. Click Application launcher Application launcher > Models and objects Models and objects. The Models and objects view in the repository is opened.

    2. Navigate to the relevant model and click MoreMore > Technical information Technical information in the row of the relevant model. The dialog opens.

    3. Select the GUID and press Ctrl + C. The GUID is copied to the clipboard and you can enter this as identifier.

      Or enter the identifier of the location. The identifier is the part of the URL of the relevant tab of a model and starts with c and ends with -1.

      Dashboard identifier

  2. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  3. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  4. Click Edit Edit in the row of the relevant modification set.

  5. Click Components on the Define modification set page.

  6. Click Edit Edit in the Dashboards row. The Edit component page is displayed.

  7. Click Edit Edit in the dashboard's row. The Edit Dashboard dialog opens. Enter the name of the dashboard in the different languages.

  8. Select the location on which the dashboard shall be displayed.

  9. Select the database in which the dashboard is to be displayed.

  10. Select a dashboard from the list. If you use ARIS Process Mining in a combined deployment with ARIS Enterprise and you have the ARIS Process Mining license, the ARIS Process Mining analyses are available in the list.

  11. Click Update.

  12. Click Reset Back. The Configuration and modification sets page is displayed.

You have edited a dashboard of the Dashboards component.

For ARIS to be displayed with this modification set, you need to select the new modification set for display.

Change dashboard order for model

You can change the dashboard order for a model.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Components on the Define modification set page.

  5. Click Edit Edit in the Dashboards row. The Edit component page is displayed.

  6. Move the mouse cursor over the dashboard you want to move.

  7. If you want to change the order of a dashboard, click Up Up or Down Down.

    If you want to move a dashboard to the top, click Top Top.

  8. Click Reset Back. The Configuration and modification sets page is displayed.

You have changed the dashboard order. If dashboards are also specified for fact sheets, they are grouped and displayed in the order specified.

Grouped dashboards

Delete a dashboard

You can remove dashboards from the Dashboard component.

Prerequisite

  • You have created your own modification set.

  • You have the Portal administrator function privilege.

Procedure

  1. Click Application launcher Application launcher > Administration Administration. The Administration opens with the Configuration Configuration view.

  2. Click Publication settings > Manage configuration sets. All available configuration and modification sets are displayed. You can edit the modification sets.

  3. Click Edit Edit in the row of the relevant modification set.

  4. Click Components on the Define modification set page.

  5. Click Delete Delete in the dashboard's row. The dashboard is deleted from the list of dashboards to be displayed.

  6. Click Reset Back. The Configuration and modification sets page is displayed.

You have deleted a dashboard from the Dashboards component.

For ARIS to be displayed with this modification set, you need to select the new modification set for display.