Dashboard Copy

The Dashboard Copy functionality will copy all dashboards from a selected user and clone those to the deployed to user(s). In the process all of the end user dashboards are replaced.

Accessing Templates

You access the Dashboard Copy Manager from the Administration Page.

Steps

Create a Template and select the user you want to copy.

When creating a Template select the user you wish to copy. If you edit and select a new user the contents of the template are updated to the new user and any future deployments will use those settings.

Choose to deploy to selected users, roles, or groups

You can choose to select either individual users, roles, or groups. Keep in mind when using groups and roles that a user may be in multiple groups or roles and deploying will override any previous deployments.

Select who to deploy to

Select any number of users, roles, or groups. There is also a convenient select all button.

Once deployed you will have a before and after setting from which you can restore from

Easily deploy by selecting a Deployment from the Template Subpanel

Dashboard Append

The Dashboard Append module allows admins to select individual or multiple dashboards from any number of users and add those to selected users. During each deployment the selected dashboards are added as new tabs for the end users.

Accessing Templates

You access the Dashboard Append from the Administration Page.

Steps

Create a Template and select the user you want to copy.

When creating a template select the dashboards you want to append from the multi-select dropdown. All dashboards from all users are available in this dropdown ordered by user and tab starting from zero. The list is formated by - ()

The tabs indicate the current order of the tabs from the users. Should a user remove tabs this order will change and the template will need to be updated. This was a limitation in the method dashboards are saved in the database.

Click Deploy from Detail View

Choose to deploy to selected users, roles, or groups

You can choose to select either individual users, roles, or groups. Keep in mind when using groups and roles that a user may be in multiple groups or roles.

Select who to deploy to

Select any number of users, roles, or groups. There is also a convenient select all button.

Once deployed you will have a before and after setting from which you can restore from

Default for New Users

Dashboard Templates can also be set to be the default template for new users. While viewing the Detail View of a template simply check the Default for new Users checkbox. Any new users created will inherit the selected template. Note that only one template can be selected at one time.

If you are upgrade please run Quick Repair and Rebuild and execute the SQL vardef difference to populate the proper table.