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iTX SmartClient
System Administrator Guide
Creating New Dashboards
WARNING
Make sure you have saved any modifications to your current Dashboard
before you create a new one, otherwise your changes will be lost. Your
‘new’ Dashboard will load immediately you click OK.
To create a new dashboard:
1 Right-click on a blank area of the dashboard and select Create Da
shboard from the
pop-up menu. The Enter Dashboard Name pop-up dialog appears.
2 Type the name of your new Dashboard.
3Click OK.
4 A new Dashboard is loaded with the Content Activities and Jobs widget as default.
Widgets can be added and removed as detailed above after that, once the new
dashboard is placed in Edit Mode.
5 When you have added the widgets and configured them as required, right-click in a
blank ar
ea of the dashboard and click Save Dashboard.
You must remember to save your new Dashboar
d after it is built, otherwise only the
default configuration will exist.
Loading an Existing Dashboards
To load an existing dashboard:
1 Right-click on a blank area of the dashboard and from
the pop-up menu select Load
Dashboard.
2 Select the dashboard you require from the scrollable list that pops up.
WARNING
Saving Your Current Dashboard
To save you current dashboard:
• Right-click on a blank area of your current Dashboard and select S
ave Dashboard.
Make sure you have saved any modifications to your current
Dashboard before you load a new one, otherwise your changes will be
lost. Your new dashboard will load when you click
OK.
- ITX SMART CLIENT 1
- Terms and Conditions 2
- Table of Contents 3
- About iTX SmartClient 5
- Installing Microsoft IIS7 8
- System Administrator Guide 11
- D:\Archive 11
- Installing SmartClient Server 12
- Configuring Business Metadata 13
- Controlled List Field Types 16
- Creating Types 18
- Creating Schemas 19
- Edit a Schema 21
- Setting Field Properties 22
- Common Field Properties 23
- Defining Alternates 24
- About logging templates 25
- Creating a template 28
- Using the Menu Organizer 30
- Adding a field to the menu 32
- Adding a sub-menu to the menu 33
- Securing Menu Items 34
- Configuring the Dashboard 35
- Dashboard Widgets 36
- Analog Clock 37
- Asset Search 37
- Jobs Management 37
- Editing the dashboard 38
- Adding Widgets 39
- Editing Widgets 39
- Managing Dashboards 40
- Creating New Dashboards 41
- Saving Your Current Dashboard 41
- Copy Existing Dashboards 42
- Exporting a dashboards 43
- Importing a dashboard 43
- Contact Us 45
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