Setting Up Dashboards

GoToAssist dashboards help you maximize your performance by providing cognitive, visual tools that widen your span of control over a rich variety of data. Your dashboards help you monitor the current state of each of your sites, keeping track of server health, network performance, inventory, and more. Your dashboards can spotlight the issues most vital for you, help you visually identify patterns and trends, and identify anomalies so you can troubleshoot them quickly.

You can choose from a rich assortment of preset dashboards shared by the GoToAssist community, or customize your own to present precisely what you want to see. By arranging a dashboard to display the top-priority information at a glance, you can create a virtual NOC (Network Operation Center) that puts this data at your fingertips. And as the Crawler continues to report fresh data, the dashboard updates automatically.

You can also add applications directly to your dashboard as panels, such as the GoToAssist Inventory or GoToAssist Alerting applications.

Find a dashboard

You can use shared dashboards and customize them to display your top-priority data at a glance, such as server health, network performance, and much more. As your Crawler continues to report fresh data, your dashboard updates automatically.

When you use shared dashboards, you use only the shared search syntax and layout, not data. Likewise when you share a dashboard you have created with the GoToAssist user community, you share the query syntax and layout, not your own data. The shared syntax looks for and identifies a specific kind of data, such as available disk space or available memory, and the shared layout displays your data in a dashboard.

To find and use a shared dashboard

1. In the Monitoring pull-down menu, click Dashboards:

2. In the Dashboards pull-down menu, click the Find dashboards arrow:

3. Select a dashboard from the pull-down menu, and wait as it populates with the data from your Crawler (depending on the data being collected, population can take up to 24 hours):

4. If you choose multiple dashboards, you can navigate between them using the tabs along the top row:

5. You can click the Actions to manage this dashboard:

• Change Title – In the edit window you can change the dashboard name.
• Update Dashboard Share-it – Click to refresh the panel with the latest data from your Crawler:
• Discuss this Share-it – Join the GoToAssist user community to ask questions or share your dashboard ideas:
• Add Application – Choose from the list of available applications:
• Switch to Dashboard – Choose from the list of existing dashboards, or create a new one:
• Number of Columns – Choose from 1 to 6 columns to display, depending on the number of panels:
• Auto Refresh – Set the refresh frequency from 1 to 15 minutes to automatically update the dashboard. You can also turn the Auto Refresh off:
• Create New Dashboard – Click to add a new dashboard to your site.
• Delete This Dashboard – Click to remove this dashboard from your site. Note: This action is irreversible.

Create a new dashboard

You can custom-build your own dashboard to display precisely what you want to see by selecting a complete pre-set dashboard or by adding individual panels. Then you can customize and arrange them to display your top-priority data at a glance, such as server health, network performance, inventory, and so on. Any search that you run can also be converted into a dashboard panel. Simply choose Add to Dashboard from the Search menu.

Remember, as your GoToAssist Crawler continues to report fresh data, your dashboard updates automatically. You might consider setting your Crawler to gather data from your primary servers and network equipment more often than the default of every 15 minutes.

To create a new dashboard

1. In the Monitoring pull-down menu, click Dashboards:

2. In the Dashboards pull-down menu, click Create a new dashboard:

3. In the Dashboard Configurator, choose from the following options:

• Use this dashboard – You can choose a complete dashboard from the library of available dashboards.
• Add this panel to this dashboard – You can choose individual panels to build your own dashboard panel-by-panel, and then customize.

Note: You can also convert any search you run into a panel by choosing Add to Dashboard from the Search menu.

See GoToAssist user community if you want to share your new dashboard with others.

Use this dashboard

You can choose a complete dashboard from the library of available dashboards. Simply click a dashboard in the list and it is automatically generated for you using a set of preset panels. You can then customize to suit your site.

To choose a complete dashboard

1. In the Dashboard Configurator, choose Use this dashboard on the left pane:

2. You can click Find more dashboards at the end of the scroll list to look for more shared dashboards from the GoToAssist user community:

3. You can customize the complete dashboard by choosing the following options:

• Add another panel to this dashboard
• Modify dashboard panels
• Rename dashboard panels
• Edit dashboard panels
• Reset dashboard panel inputs
• Refresh dashboard panel data
• Remove dashboard panels

Add this panel to this dashboard

You can choose individual panels to build your own dashboard panel-by-panel, or add a panel to an existing dashboard, and then customize to suit your site.

Note: You can also convert any search you run into a panel by choosing Add to Dashboard from the Search menu.

To add a panel to this dashboard

1. In the Dashboard Configurator, choose Add this panel to this dashboard on the right pane:

2. You can click Find more searches at the end of the scroll list to look for more shared dashboards from the GoToAssist user community.

3. You can customize the dashboard panels by choosing the following options:

• Add another panel to this dashboard
• Modify dashboard panels
• Rename dashboard panels
• Edit dashboard panels
• Reset dashboard panel inputs
• Refresh dashboard panel data
• Remove dashboard panels

Modify a dashboard

You can fine-tune your dashboard to display precisely what you want to see, and you can arrange it to display your top-priority data at a glance, such as server health, network performance, inventory, and so on. As your Crawler continues to report fresh data, your dashboard updates automatically. You can manually refresh the data at any time, and modify or update the panels as well.

To modify a dashboard

1. In the Monitoring pull-down menu, click Dashboards:

2. In the Dashboards pull-down menu, click the Find dashboards arrow:

3. Select a dashboard from the pull-down menu, and wait as it populates with the data from your Crawler:

4. In the dashboard panel itself, choose from the following options:

• Click the green refresh icon to manually replace the panel's displayed information with the latest data from your Crawler.
• Click the blue rename icon to manually change the title of that panel, or choose a different query index to display data.
• Click the red Delete icon to manually remove the panel from your dashboard.
• Click the white edit button to manually change the underlying query and charting of a panel without creating a new one.
• Click Reset inputs to return to default.

Refresh a dashboard panel

You can force a panel to update its data by clicking the green icon in the upper right corner.

To force a dashboard panel to update

1. On an open dashboard panel, click the green icon in the upper right corner.

2. The panel immediately updates with the latest data from your Crawler.

Rename a dashboard panel

You can rename dashboard panels directly from the panel itself by clicking the blue rename icon in the upper right corner.

To rename a dashboard panel

1. On the open dashboard panel, click the blue icon in the upper right corner.

2. In the Modify Panel dialog box, edit the title:

3. You can click Click here to modify the contents of the panel. You can change the display format, the parameters, and the X and Y axis labels. You can also click Click here to duplicate this panel, then further customize it to display new information.

4. Click Save, and the revised panel is displayed in your dashboard. See Charts and graphs for more details.

Edit a dashboard panel

You can edit your dashboard and update it, directly from the dashboard itself. You can also change the underlying query and charting of a dashboard panel without having to create a new panel.

To edit a dashboard panel

1. Open the dashboard, and click the white edit button on the panel you want to edit.

2. On the raw results page, edit the query itself or modify the chart properties.

3. Click the Search execute button and run the query to obtain new results.

4. Click Update Dashboard.

Delete a dashboard panel

You can remove panels from your dashboard by clicking the red delete icon in the upper right corner.

To delete a dashboard panel

1. On an open dashboard panel, click the red icon in the upper right corner.

2. The panel disappears from view:

Reset inputs

You can return a panel to its default configuration by clicking Reset inputs in the lower right corner.

To reset panel inputs

1.On an open dashboard panel, click the in the lower right corner.

2. The panel resets to the default configuration.

Copy and drag panels between dashboards

You can move copies of dashboard panels between dashboards by simply dragging the panel over the tab of the closed dashboard.

To drag panels from a source dashboard to a target

1. Open the source dashboard, and click the panel that you want to copy and drag.

2. Drag the panel over the tab of its target dashboard, until that tab turns red:

3. Then let go. The panel returns to its original place on the source dashboard, and a copy appears on the target dashboard.

Share a dashboard

You can fine-tune your dashboard to display precisely what you want to see, and you can arrange it to display your top-priority data at a glance, such as server health, network performance, inventory, and so on. As your Crawler continues to report fresh data, your dashboard updates automatically. You can manually refresh the data at any time, and modify or update the panels as well.

To modify a dashboard

1. In the Monitoring pull-down menu, click Dashboards:

2. In the Create Share-It window, choose one of the following options:

• Share with colleagues – Allow colleagues from within your own company to view this dashboard.
• Share with community – Allow the entire GoToAssist community to view this dashboard.

Post searches to dashboards

You can customize your dashboard to display the most important alerts, statistics, and search queries that you've saved, or that you find in the GoToAssist user community.

To add a saved search to your Dashboard

1. Choose one of the following options:

• Click the Dashboard Actions arrow, and then click Add Saved Search.
• Click the Search down arrow, and then click Add to Dashboard.

| Views: 1474 | Last Updated: Thu, May 09 2013 2:28 PM

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