Publishing a dashboard

One can share their personalized dashboard with other users in their center by publishing it. A published dashboard can consist of one tabbed page or of multiple pages. When a user publish a dashboard, user define the roles for users who will see the published dashboard, and what changes users will be able to make to the published dashboard. Publishing provides uniformity for a group of end-users and can help them work together more easily as they see the same types of information.

• Dashboards can be published by an administrator.
• Published dashboards are tied to the set of tabbed pages or center.
• Centers are tied to functional business areas like Accounting, Marketing, Sales, and Support.

Things to look out before publishing a dashboard:

• We must have the Publish Dashboards permission. By default, the Publish Dashboards permission is available to users assigned the following roles: Administrator, Intranet Manager, Issue Administrator, Marketing Administrator, Product Manager, QA Manager, Sales Administrator, Support Administrator, System Administrator.
• We can only publish to roles that tie to the same center in which we’ve published. For example, if our role is set to Account Administrator when we personalize a dashboard, we can publish it only to roles tied to the Classic Center. If our role is set to Sales Administrator, we can publish to roles tied to the Sales Center.

Steps to publish a dashboard:

1. Go to home page, and in the Settings portlet, click the Publish Dashboard link.
2. On the Publish Dashboard page, enter a name for the dashboard in the Name field.
3. If you want to prevent users from removing Shortcuts portlet links on the published dashboard’s pages, check the Lock Shortcuts box.
4. To prevent users from removing Create New bar links on the published dashboard’s page, check the Lock New Bar box.
5. On the Apply To Roles subtab, select the roles to which you want to publish this dashboard, and indicate whether to publish the dashboard to new users only or to both new and existing users.
   • Select a role from the Role list.
   • By default, for a dashboard being published for the first time Override existing user’s settings is set to Yes, indicating that this dashboard should be published to existing users with the selected role, replacing their current dashboards. Clear this check box if you want to publish the dashboard only to new users assigned the selected role.
   • Click Add.
6. On the Apply To Tabs subtab, select the tabbed pages that you have customized to be part of the published dashboard, and choose how you want to restrict users’ changes to the published dashboard’s pages.
   1. Check the box in the Apply column next to each tabbed page you want to include in this dashboard.
   2. In the Mode column, choose the level of restriction for users’ changes to the selected page:
      • Unlocked– lets users make all changes to the selected page.
      • Locked– restricts users from making any changes to the selected page.
      • Add/Move Content– allows users to add and rearrange portlets on the selected page, while preventing them from removing portlets.
7. Click Save.

The published dashboard is applied to users assigned the selected roles. They will need to log out and log back in to the system for changes to be visible.