Managing views
As an administrator, you can modify, delete, and manage the capacity views in the Views tab. You can also enable the access control for views and view groups. You can also create and manage data marts that can be used to prepare data for a custom view.
To revert an edited out-of-the-box view to its default settings, you need to reinstall the view. Also, if you accidentally delete an out-of-the-box view and then want to restore it, you must reinstall the view. When you install a view, any prior customization done to the view is lost. For more information about how to install a view, see Installing capacity views.
See the following sections:
Before you begin
Ensure that your user group has the administrator user group assigned to it. Otherwise, the options to edit a view or pages in a view are not available to you. For more information, see Default user roles and permissions.
To enable or disable editing of a view
You can lock a view for editing or deletion by disabling edit access to the view. By default, the out-of-the-box views are locked for editing while custom views can be edited.
- In the navigation pane of Views tab, select Manage views.
- In the Views table, Click for the view that you want to enable or disable editing for.
- Select the appropriate option:
- To lock a view, click Lock view (disable editing).
- To unlock a locked view, click Unlock view (enable editing).
To edit a view
- From the navigation pane of Views tab, select Views > Custom Views to open the required view.
On the view page, click and select Edit view.
Info
Alternatively, you can perform the following steps:
- In the navigation pane of Views tab, select Views > Capacity Pools.
In the Capacity Views page, in the table, click corresponding to the view you want to edit and click Edit view.
In the Edit view page, specify the following properties and click Save:
Field | Description |
---|---|
View name | Type a name. |
View group (For custom view only) | Change the group the view belongs to. |
Filters | Enable or disable filters to use in the view. By default, all filters are enabled. The following filters are available:
denotes the filter is enabled. denotes the filter is disabled. For more information about filters, see Using filtering options in views. |
Home page | Select a home page for the view. |
Add page group | Group pages under a subview by using the page group option:
|
To edit an existing page in a view
- From the navigation pane of Views tab, select Views > Custom Views to open the required view.
- Open the required view page.
On the view page, click and select Edit the page.
Info
Alternatively, perform the following steps:
- In the navigation pane of Views tab, select Views > Custom Views.
- From the list of custom views, click the custom view that you want to edit.
- In the custom view, click and select Edit the page.
Depending on the view page template of the page, edit the required fields and click Save.
The custom view page is displayed with the new configuration.
To add a page to an existing custom view
- From the navigation pane of Views tab, select Views > Custom Views to open the required view.
- Click and select Add a new page.
- In the Add page dialog box, do the following:
- In the Page name box, type the name of the page.
- From the Display the page list, select if you want to display the page As a tab of the page menu, or In full screen, without page menu.
- Select a template. Click on a template to select it.
- Click Create. The page is added to the custom view.
The Create button is available for selection only after you select a template.
The custom view is created and is displayed. - Configure the view further. The sections of the view that can be edited have a icon located at the top-right.
For more information, see View page templates. - Click Save.
The page is added to the view.
To delete a page in a view
- Navigate to the view whose page you want to delete.
- Open the view page that you want to delete.
- Click and select Delete page.
- Click Yes in the confirmation box.
The view page is deleted.
To delete a view
- Ensure that you have the rights to edit or delete a view. For more information, see To enable or disable editing of a view.
- In the navigation pane of Views tab, click Manage Views.
- In the Capacity Views page, click corresponding to the view you want to delete and click Delete view as shown in the following image:
- Click Yes in the confirmation box.
The view is deleted and is no longer displayed in the dashboard.
To modify the access rights for a view
You can enable access control to views or view groups by using Authorization profiles.
- In the navigation pane of Views tab, click Manage Views.
- From the action menu that is located next to the view you want to edit the access rights for, click Edit access rights.
- In the Grant visibility to authorization profiles dialog box, select the authorization profiles this view will be visible and have access to. The selected groups appear in the Selected authorization profiles list. You can apply the selected authorization profiles either to a particular view or to a view group it belongs to.
- Click Apply.
For more information about authorization profiles, see Managing authorization profiles.
To create and manage summary data marts for a custom view
You can create and manage summary data marts to retrieve the data according to your requirements for a custom view in the Views tab.
- From the navigation pane of Views tab, click Views > Custom Views.
- Open the required view page.
On the view page, click .
To create a new summary data mart, select Add Summary Data Mart. Follow the instructions provided on the wizard. For details, see Creating a summary data mart for a custom view.
- To manage existing data marts, select Manage Data Marts. The Data Marts page in the Administration tab is displayed. For details, see Managing data marts for custom views, reports, and report templates.
Comments
Log in or register to comment.