Customizing Your Home Page
From OpsWise Documentation Wiki
Contents |
Overview
The home page is the page that displays when you log on to OpsWise Automation Center. Its content consists of a number of windows. Each window contains a specific set of information, often displayed in graphical format. Once you navigate away from the home page, you can return to it by clicking the Home 
icon. Note that, depending on system settings, you may default to the last viewed page upon login. For more information, see the OpsWise Automation Center Administrator's Guide.
Customizing an Existing Home Page
A sample home page is shown below. You can click on the gauges to display detailed information.
- The Task Activity Status gauge provides a summary of task instances, sorted by status. You can click on any status for detailed information.
- The Overview displays system configuration information.
- The Agent Connection status gauge hows the status of all connected agents.
- The Cluster Node gauge shows the status of defined cluster nodes. Cluster nodes are created automatically.
- The Connector Status gauge shows defined connectors. The connector is a communications link between the core processor and Opswise agents. These are created automatically.
Moving Items
Each item on the home page has a grey title bar. To move an item, grab the title bar and drag the item to its new position.
Removing Items
To remove an item, click on the [X] on the right side of the item's header.
Refreshing
You can specify a refresh time on the home page of 5, 15, 30, or 60 minutes, or no refresh. The default is Off (no refresh). To manually refresh the page, click Refresh. To refresh a specific item on the page, click the Refresh 
icon.
Adding Items
Many items are available to add to your home page. Other items listed in the drop-down menus refer to program internals and are not applicable to your installation. Items that are not applicable to your OpsWise Automation Center installation are omitted from the table descriptions provided below.
- Click Add Content. The system displays a list of options as shown below.
- Using the descriptions provided in the table below, make a selection in each of the columns to define the content you want to add.
- Click Add. The content you specified is added as a new section to your home page.
Content Sections Descriptions
The following table provides a description for all items that are applicable to an OpsWise Automation Center installation.
| First Column | Second Column | Third Column |
|---|---|---|
| Filters -- A filter is a list of records whose content is defined by the filter. | Type of filter. When you create and save a filter on any OpsWise Automation Center list, such as History, Tasks, or other types of record lists, the type of filter is added to this list (History, Task, and so on). For example, if you create and save a filter on the Task list called "Windows Tasks," the second column in this dialog will display the option Tasks and the third column will display the option Windows Tasks. | This column displays this list of filters for the type selected in the second column. The following default Activity filters have been provided:
|
| Gadgets-- A gadget is a hard-coded feature. Two types are currently supported: sticky notes and system information. | Sticky Note. Allows users to type informational messages into the home page. | |
| System Information | Overview. Provides information about the system, such as build date, active sessions, number of transactions, and so on. | |
| Gauges. A gauge is a report that has been defined and packaged into a gauge. See Reports for instructions about how to create a new report and package it into a gauge, or how to package an existing report into a gauge. | This column provides a list of gauge types that have been defined. The gauge type corresponds to the table that was selected when the report was defined, such as Activity or Audit Records. | This column provides a list of reports that have been defined using the table (gauge type) shown in the second column. For example, a number of Activity reports have been defined, such as "Active Task Instances By Status." Those reports display in this list. |
| Labels. Labels allow you to customize the navigation pane with business-centric options. For example, you might want to add the option "Fee-Related Tasks" to the navigation pane, then add your fee-related tasks to that menu option. For more information, see Customizing the Navigation Pane. | This list shows all labels that have been added to the navigation pane. | This list shows records that have been assigned to the label. |
| World Clocks | World Clocks. Provides a graphical display showing time for the specified cities. The default display includes San Diego, New York, London, Kiev. To add or remove cities, see Customizing the World Clock. |
Adding a New Home Page
Follow these instructions to create a new home page. You need administrator privileges to perform this task.
- Login in with an administrator's ID.
- From the navigation pane, select Home > Pages. The system displays a list of defined home pages, as shown in the example below:
- Click New. The system displays a blank home (or Portal) page screen.
- Give the page a descriptive title and make sure the Selectable field is enabled. If you want to make this page the default home page, give it an order number lower than the other defined pages. Ignore the remaining fields for now.
- Click Submit.
- Click the Home icon. The system displays your new blank home page.
- Follow the instructions in Customizing an Existing Home Page to add content.
Changing the Default Home Page
Clicking the home page icon displays the default home page. Follow these instructions to specify which defined home page you want to connect to the home icon. You need administrator privileges to perform this task.
- Login in with an administrator's ID.
- From the navigation pane, select Home > Pages. The system displays a list of defined home pages, as shown in the example below:
- Each listed home page has an associated Order number (shown in the rightmost column in the example). The order numbers are user-assigned and can be any number. For example, the four listed home pages in the above example might have the order numbers 1, 2, 3, and 4, or 200, 400, 500, and 700. The home page with the lowest number is the default home page and displays when the user clicks the home icon. To change a home page's order number:
- From the Home (Portal) Pages list, click on the page you want to modify. The system opens the record.
- Type the new order number into the Order field. Make sure the number is lower than the Order number of all the other defined pages.
- Click Update. The system saves the change and returns to the Pages list.
- Click the Home icon. The system displays the page with the lowest order number.
