Customize Your CMS Dashboard (Release 3.5)
For SmartServer 3.6 and higher, see Customize Your CMS Dashboard.
For SmartServer 3.4, see Customize Your CMS Dashboard (Release 3.4).
For SmartServer 3.3 and prior releases, see Customize Your CMS Dashboard (Release 3.3 and Prior).
You can interact with the SmartServer CMS using a CMS dashboard. Each CMS dashboard is a collection of widgets, where a widget is a view of specific SmartServer resources and services. Resources include device types, devices, datapoints, and datapoint properties. Services include scheduling and alarming. You can create multiple dashboards to have different views of the SmartServer depending on your intended use of the SmartServer. For example, you can create an Integration dashboard that you use while integrating the devices on your site, and you can create an Operation dashboard to use while operating your site.
The following sections describe how you can create, edit, and customize CMS dashboards:
Modifying the Dashboard
The dashboard is a unit of the SmartServer CMS user interface that provides a set of properly organized widgets. You can create, rename, or remove dashboards in edit mode. Edit mode provides the ability to set up and customize the SmartServer CMS user interface. When enabled, it allows you to create, remove, or rename dashboards, as well as to add, remove, move, and resize widgets. All interactions with widget functionality are blocked to prevent unintended actions.
Creating a Dashboard
To create a dashboard, perform the following steps:
Enable edit mode by clicking the Settings button (
) located on the SmartServer app bar.
A dropdown menu appears.
Select the Edit action. Doing so enables widget selection on the left side of the dashboard and disables the dashboard widget functionality.
Click the Create Dashboard button (
). A new dashboard appears,
Customize the dashboard widgets by selecting the appropriate widget checkboxes for your needs.
To add a widget to the dashboard, select the checkbox next to the desired widget(s) located on the sidebar. The selected widget(s) will be placed on the current dashboard.
To remove a widget from the dashboard, deselect the desired widget’s checkbox located on the sidebar. The widget will be removed from the current dashboard.
In the NEW DASHBOARD field, enter a name for the dashboard (e.g., OPERATION in this example).
Click the Settings button (
) and select the Edit action to disable edit mode.
The dashboard functionality resumes.
Removing a Dashboard
To remove a dashboard, perform the following steps:
Note: If you have multiple dashboards and remove the last one, a default dashboard will be displayed.
Enable edit mode by clicking the Settings button (
) located on the SmartServer app bar.
A dropdown menu appears.Select the Edit action. Doing so enables widget selection on the left side of the dashboard and disables the dashboard widget functionality.
Click the Remove Dashboard button (
) that appears next to the name of the dashboard that is to be removed.
The selected dashboard is removed.Click the Settings button (
) and select the Edit action to disable edit mode.
The dashboard functionality resumes.