Creating a Custom Dashboard

You can use the PEM dashboard editor to create or modify a user-defined dashboard. The custom dashboard may include pre-defined charts, user-defined charts or a mix of pre-defined and user-defined charts. To create a new dashboard, select Create New Dashboard... from the Quick Links section of the Manage Dashboards tab.

Create Custom Dashboard - Configure option

Use the fields in the Configure section to specify general information about the dashboard:

• Specify a name for the dashboard in the Name field. The name specified will also be the title of the dashboard if the title is displayed.

• Use the Level drop-down listbox to specify the level of the PEM hierarchy within the PEM client on which the dashboard will be displayed. A dashboard may be accessed via the Dashboards menu on a Global level, an Agent level, the Server level or the Database level. Each selected level within the list will expose a different set of metrics on which the custom dashboard’s charts may be based.

• Provide a description of the dashboard in the Description field.

Provide information in the fields in the Ops dashboard options box if the dashboard will be used as an Ops dashboard:

• Set the Ops Dashboard? field to Yes to instruct the server to create a dashboard that is formatted for display on an Ops monitor.

• Set the Show Title? field to Yes to display the dashboard name at the top of the Ops dashboard.

• Use the Font drop-down list box to select a custom font style for the title. The selected font style will be displayed in the Preview box.

• Use the Font size drop-down list box to select a custom font size for the title. The selected font style will be displayed in the Preview box.

Use the Permissions box to specify the users that will be able to view the new dashboard:

• Set the Share with all slider to Yes to instruct the server to allow all Teams to access the dashboard, or set Share with all to No to enable the Access permissions field.

• Use the Access permissions field to specify which roles can view the new dashboard. Click in the field, and select from the list of users to add a role to the list of users with dashboard access.

When you’ve completed the Configure Dashboard section, click the arrow in the upper-right corner to close the section, and access the Dashboard Layout Design section.

Create Custom Dashboard - Dashboard Layout Design options

Click the edit icon in a section header to specify a section name; then, click the add icon (+) to add a chart to the section.

Create Custom dashboard - Add Chart options

Use the arrows to the right of each chart category to display the charts available and select a chart.

Create Custom dashboard - Chart Display options

Use the chart detail selectors to specify placement details for the chart: * Use the Chart width selector to indicate the width of the chart; select 50% to display the chart in half of the dashboard, or 100% to use the whole dashboard width. * Use the Chart alignment selector to indicate the position of the chart within the section:

• Select Left to indicate that the chart should be left-justified.

• Select Center to indicate that the chart should be centered.

• Select Right to indicate that the chart should be right-justified.

Please note that tables are always displayed centered.

When creating or editing a custom dashboard, you can use drag and drop to re-arrange the charts within a section or to move a chart to a different section.

To add another chart to your dashboard, click the add icon (+) in the section header. When you’ve finished editing the dashboard, click the Save button to save your edits and exit.

To exit without saving your changes, click the Cancel button.

Exporting or Importing a Dashboard

From PEM 8.3 onwards, you can export or import the dashboards to another PEM Server.

To Export a dashboard, select any dashboard from the Dashboards tab and then select the Export icon in the upper-right corner of the table. Select Save File option and then select ok, it will generate the JSON file.

Dashboard - Export

To Import a dashboard, go to the Dashboards tab and then select the Import icon in the upper-right corner.

Dashboard - Import

Click on the Browse button to select the JSON file with the code to be imported and then click Import.

Dashboard - Import Browse

After selecting the file to import, you can select the following checkboxes:

• skip existing - If you select this checkbox then it will skip the dashboard if it already exists.

• skip existing dependent charts - The dashboards are dependent on charts. If you select this checkbox then it will skip the dependent chart if it already exists.

• skip existing dependent probes - The dashboards are dependent on probes. If you select this checkbox then it will skip the dependent probe if it already exists.

If all the checkboxes are selected and the dashboard already exists, then it skips importing the dashboard with below message:

Dashboard - Import - Skip All

If the skip existing, skip existing dependent charts checkboxes are not selected and skip existing dependent probes is selected and the dashboard already exists, then it will import the dashboard successfully as below:

Dashboard - Import - Skip dependent probe

If only skip existing checkbox is selected then it skips importing the dashboard with below message:

Dashboard - Import - Skip chart and probe

If all the checkboxes are not selected and the dashboard does not exist, then it will successfully import the dashboard as below:

Dashboard - Import Successful

Deleting a Dashboard

To delete a dashboard, select the name in the dashboards table, and click the Delete icon (located to the upper-right corner of the table).