Publish the Dashboard
Once your dashboard is ready, and you are satisfied with its content, you can publish it to a selection of people inside your organization.
A dashboard can be in either of the publication states:
- private : only visible and editable by its author
- published : visible and editable by its author and visible by selected people
A newly created dashboard is private by default. To publish it, do the following:
- the dashboard is private by default.
- Select Publish... from the dashboard menu , to open the publication tab of the dashboard configuration wizard
- Select a rule from the Publish for list of rules. Only portal-enabled rules targeting identities will be displayed.
- Click the Test button to verify that the rule retrieves the intended identities.
- Click Finish to make the dashboard public.
- Additionally, you may notify the dashboard recipients of the newly added dashboard.
To publish minor changes to an existing dashboard :
- Edit the dashboard
- Make the changes
- Save the dashboard, changes are made available to its current recipient list.
To publish major changes to an existing dashboard:
- Select Unpublish from the dashboard menu. It's recommended to make the dashboard private during the changes, until it's in a consistent state.
During the changes, the dashboard may disappear from users displays if they log out or reload their configuration.
- Make all your changes, you can Save the dashboard as often as you like, changes won't be visible to users.
- Once you are done with the changes, select the Publish menu item, the dashboard will be published again to the same recipients.
- Additionally, you may notify the dashboard recipients of the changes.
Users must select Reload dashboard and styles definitions in the the web portal menu to view any changes to their dashboards (modification, additions or removals). Logging out and back in has the same effect.