/
Customize Your CMS Dashboard (Release 3.3 and Prior)

Customize Your CMS Dashboard (Release 3.3 and Prior)

19-Jan-2024

For SmartServer 3.6 and higher, see Customize Your CMS Dashboard. 

For SmartServer 3.5, see Customize Your CMS Dashboard (Release 3.5).

For SmartServer 3.4, see Customize Your CMS Dashboard (Release 3.4).

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:

Using Edit Mode

Enabling 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.

To customize the dashboard with SmartServer IoT 2.7 or higher, perform the following steps:

  1. Click the Settings button (

    ) located on the SmartServer app bar.



    A dropdown menu appears.



  2. Select the Edit action.

    Widget selection is enabled on the left part of the page, and the dashboard widget functionality is disabled.



  3. Customize the dashboard as appropriate for your needs by selecting the checkboxes for the widgets to be displayed on the dashboard.



  4. When you are finished editing the dashboard, disable edit mode by selecting the Edit action again from the Settings button (

    ) drop-down menu. Doing so re-enables the widget functions you selected for your dashboard.

To customize the dashboard with previous SmartServer releases, enable edit mode by clicking the Edit button (

) located on the SmartServer app bar and configure the dashboard widgets as needed by selecting the appropriate checkboxes. Disable edit mode to resume dashboard widget functions.

Disabling Edit Mode

To disable edit mode with SmartServer IoT 2.7 or higher, perform the following steps:

  1. Click the Settings button (

    ) located on the SmartServer app bar.



  2. Select the Edit action. 

    The dashboard widget functionality resumes.



To disable edit mode for SmartServer releases prior to 2.7 and enable dashboard widget functions, click the Edit button (

) once you have finished customizing your dashboard.

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. 

Creating a Dashboard

To create a dashboard, perform the following steps:

For SmartServer IoT release 2.7 and higher:

  1. Enable edit mode.



  2. Click the Create Dashboard button (

    ).



  3. Customize the dashboard widgets by selecting the appropriate widget checkboxes for your needs.



  4. In the NEW DASHBOARD field, enter a name for the dashboard.



    The new dashboard name appears in the field.



  5. Disable edit mode to save the new dashboard.



    The dashboard widget functionality resumes.