Documentation forOrion Platform

Customize My Dashboards in the Orion Platform

This topic applies to all Orion Platform products.

The My Dashboards menu provides shortcuts to Orion Web Console views. The default menu bars include Home, and a menu bar for each installed Orion Platform product.

Click My Dashboards to show the default menus.

You can customize the views and labels in default menus for individual users.

If you do not want to show all items in menu bars, and prefer navigating to display items in a menu bar, click My Dashboards > Collapse.

How to customize My Dashboards

Menu bars available in My Dashboards depend on the settings in your user account and the products you have installed.

  1. Find out which menu bar is assigned to Home, Network, or other product-specific tab for your user.

    Click Settings > All Settings > Manage Accounts > Edit User and scroll down to Default Menu Bar and Views.

  2. Check out available menu bars and dashboards/views they include. Click My Dashboards > Configure.

  3. Decide what to do:

Select the menu bar a user sees in My Dashboards

The items users see in My Dashboards are specified in their user accounts. The number of items depends on the Orion Platform products you have installed.

Individual items are grouped into menu bars. These steps show you how to select the menu bar the user needs.

  1. Click Settings > All Settings in the menu bar.

  2. In the User Accounts grouping, click Manage Accounts.

  3. Select a user, and click Edit.

  4. Scroll down to Default Menu Bars and Views, and select menu bars from the lists.

  5. To change the order in which menu bars are displayed, select an item and use the arrows to change the order of menu bars. Select an item from the list to specify the default Home page view.

    Improve performance by setting the Home Page View to a view with a limited number of widgets on it.

  6. Click Submit.

The user can now use the specified links in My Dashboards.

Add, remove, or change the order of dashboards in a menu bar

Menu bars consist of dashboards and can include both classic dashboards (or views) and modern dashboards.

What users see in My Dashboards depends on menu bars specified in their user account. If you change a menu bar, the change affects all users that have the menu bar assigned to one of the My Dashboard items.

  1. Click My Dashboards > Configure.

  2. Click Edit.

  3. Drag available items from the left-hand column to Selected Items on the right.

    Hover over any view title to read the description.
    To change the order of menu items, drag and drop items in the Selected items column.

    Add a Node Details view

    To include node details views for specific nodes, or to add external Internet pages as a menu bar item:

    1. Click Add below the Available items list, provide a name, URL and description for the menu item, and click add.

    2. Drag the new item to the Selected items column.

  4. Click Submit to save your changes.

Users who can see the menu bar in My Dashboards will see the added items.

Create a menu bar and select dashboards for it

When you have a list of items you want users to access from My Dashboards, create a menu bar.

  1. Click My Dashboards > Configure.
  2. Scroll to the bottom of the page, and click New Menu Bar.
  3. Name the menu bar.
  4. Drag views from the Available items column into Selected items.

  5. Click Submit.

The new menu bar is created. You can now assign it to users who will see the items in My Dashboards.