ePO Dashboards
Last updated
Last updated
The Dashboards page displays monitors to help you manage, monitor, and act on the health of ePO-managed systems. A monitor can be anything from a chart‑based query to a small web application.
You can access the page two ways:
Click the Dashboards icon on the navigation bar or
Select Menu > Reporting > Dashboards
ePO provides default dashboards for a quick start but also lets you create custom dashboards to meet your own needs. Example: Monitor and control deployments, support specific audiences (help desk, IT, auditors, and so on), and drill-down and take action.
As you install additional extensions or products, additional dashboards are added to the list.
Below are the default dashboards included with ePO.
use the Dashboard drop-down list to select the dashboard you want to view. After you create your own dashboards, they also appear in the list.
These actions are available for Trellix and custom dashboards:
New: Opens the New Dashboard page where you can create and save a dashboard layout
Duplicate: Opens the Duplicate Dashboard page where you can create a duplicate of a selected dashboard
Import: Imports an XML file exported from any ePO server
Export: Exports the selected dashboard as an XML file
Delete and Edit actions apply only to custom dashboards and not the default dashboards
Dashboards are only visible to users with proper permissions and can be private, public, or shared with specified permission sets.
Dashboard visibility options:
Private: Do not share this dashboard (default)
Public: Share this dashboard with everyone
Share this dashboard with the following permission sets: Share with permission sets selected from among the choices below this option. Choose one or more permission sets.
You must have the appropriate permissions to view, use, edit, and delete dashboards.
Users with permission to view more than one dashboard see the most recently viewed dashboard the next time they access the Dashboards page.
Default dashboards are read-only. You can duplicate but not modify them or delete them.
A duplicate dashboard is an exact copy of the original dashboard, including all permissions. Only the name is change
You can create a dashboard with more expansive permissions than one or more queries contained on the dashboard.
If the query is private to the dashboard creator, only the dashboard creator can modify the query or remove it from the dashboard.
You can change the default dashboard’s settings for permission sets and monitor refresh interval on the Server Settings page to meet your needs. This includes changing the Default Dashboards for permission sets and the Default dashboard monitor refresh interval. When changing the refresh interval, ensure the new setting is frequent enough to display accurate and timely information, without consuming undue network resources.
The figure below shows the workflow for adding a monitor to a dashboard.
Dashboards display information through a collection of monitors to give you a customizable, at-a-glance view of your environment. ePO includes default monitors, which you can add to custom dashboards.
You can assign default monitors to custom dashboards, as well as create custom monitors to meet your needs and then assign them.
Use the Category drop-down list to filter the monitors shown on the menu bar.
You can create custom monitors and assign them to custom dashboards.
If you add a Custom URL Viewer monitor, that contains Adobe Flash content or ActiveX, the content might make portions of the ePO menus inaccessible. ***Do not enter the URL of the ePO server***
You can change the default refresh interval, if necessary, on custom dashboard monitors.
You can resize and move monitors to use screen space more efficiently.
To make changes to custom monitors:
Click the arrow in the upper-left corner of the monitor and select the preferred option.
Full Screen: Expands the size of the monitor to that of the entire dashboard. To return to the dashboard, in the lower right corner, click Close.
Edit Monitor: You can change the Monitor Content and the Refresh Interval.
Refresh: The monitor content will be updated with the latest information, based upon the content’s query.
Remove Monitor: Deletes the selected monitor.
Click Save to save any changes made.
The Dashboards Server Settings page specifies the default dashboard that a user sees when logging in to the server, as well as the refresh rate for all dashboards.
Use the Edit Dashboard page to specify these Server Settings for dashboards:
Default dashboard for specific permission sets: Specifies the default dashboard for the various permission sets
Default dashboard for all other permission sets: Specifies the default dashboard
Default dashboard monitor refresh interval: Specifies the refresh interval of the default dashboard. Enter the number of minutes or hours when the interval should refresh.
Mapping dashboards to permission sets ensures that users assigned a particular role automatically see the information they need. Users with permission to view dashboards, other than their default, see the most recent dashboard they viewed each time they go to the Dashboards page.
Click the plus sign (+) or minus sign (-) to add or remove existing permission set/dashboard mappings. If a user is assigned multiple permission sets, their default dashboard is the first one added to the mapping list.
To select a default dashboard for all other permission sets not explicitly mapped above, choose one from the Default dashboard for all other permission sets drop-down list.
Click Save in the bottom right corner.
