Exporting a dashboard

When you open a stand-alone dashboard site, it displays the most recently published dashboards by default so that you can quickly start using this web-based application. A stand-alone dashboard site displays only those dashboards and workflows that are exported to it. It does not have access to any database and cannot refresh or produce new dashboards and charts on its own, but it can receive more data by a future run of the export process to the same location.

You cannot save data from this stand-alone dashboard site to the local file system. Any changes to the chart settings in the stand-alone dashboard site, such as visibility, color selections, and the most recently used dashboards, are saved in the browser's local storage and used when you open the dashboard or workflow in the same browser. 

To export a dashboard

You can export the dashboards from the Smart Dashboards landing page or from an open dashboard.

To export a dashboard from the Smart Dashboards

1. On the Smart Dashboards landing page, click Export Dashboards.
   The Daily Dashboard Export dialog box displays your dashboards list and the current export status:
   
    

2. Select the dashboards that you want to export. 
   You can use the search field to find the relevant dashboards. You can also use the Sort By options to sort the dashboards by using the Dashboard Name, Alert Status, Last Exported, and Export Location options.

   

3. In the Enter the shared folder location for the export field, enter the target folder path and click Test.
   Your target path can be relative to the application server. For example, you can use c:\export1, d:\myexport, or a network share location accessible to the application server (\\my-server\share1).
   This action makes a call to the server to verify whether the provided shared folder is accessible to the server for the next export. If the test fails, you get a failure message, but you can still keep the entered target path.
4. To update all the selected dashboards with the target path information, click Set Folder for Dashboards.
   This action does not perform a test. If the file path is invalid, you receive notification only after the next export.
5. To stop exporting of dashboards, click Revoke Dashboards.
   The following confirmation message is displayed. Click Yes to stop the exporting of the dashboards. This action cannot be undone.
   
    
6. To export the dashboards, click Export Dashboards.
   While the export proceeds on, you can check its status in the Server Process Status section on the main menu:
   
   To use the stand-alone dashboard, see To use a stand-alone dashboard viewer.

To export a dashboard from an open dashboard

1. From the left action bar, click Export Dashboards.
   The Dashboard Export panel displays your dashboards list and the current export status of each dashboard. The currently open dashboard is highlighted in green and displayed at the top of the list.
   
   The Last Export status and the date and time hyperlink display information related to the last export attempt. It might include error or warning messages.
2. Select the dashboards that you want to export. 
   You can use the search field to find relevant dashboards. You can also use the Sort By or Select All options.
3. In the Enter the shared folder location for the export field, enter the folder path and click Test.
   This action sends a notification to the server to verify whether the provided shared folder is accessible to the server for the next export. If the test fails, you get a failure message, but you can still keep the entered target path.
4. To update all the selected dashboards with the target path information, click Set Folder.
   This action does not perform a test. If the file path is invalid, you receive notification only after the next export.
5. To stop exporting of dashboards, click Revoke Dashboards and then click Yes in the Confirmation dialog box. This action cannot be undone. 

6. To export the dashboards, click Export.

   Important

   The Revoke and Export buttons next to a dashboard in the list revokes or exports just that dashboard.

   You can schedule and run the Dashboard Export tool after the daily run of the Nightly Process to export the dashboards to update with latest data and alerts.

To use a stand-alone dashboard viewer

1. Navigate to the export location, open the BMCCMM folder, and then open index.html.
2. Click Calendarto select and export date. 
3. On the stand-alone dashboard site, click Open Dashboard to open a dashboard. 
4. From the Dashboard published to me list, select a dashboard and click Open Dashboard.
   Alternatively, you can select a dashboard from the Recent Dashboards list. The dashboards in this list display latest exported data. For example, if you are exporting XYZ dashboard every day for a week, the XYZ dashboard shows the data for the latest date. 
5. To view data for a different date, click Calendarand select a date and click OK.
    Only the dates on which you have exported the selected dashboard are enabled.
6. The dashboard summary page is displayed. 

7. Click a workflow to see its details. 

   
   
   You can perform the following actions on a workflow in the Dashboard Viewer:

   Calendar	Select a date and click OK to open the selected dashboard exported on that date.  When a dashboard is open, the calendar has only those dates enabled for which the selected dashboard's data are available, all other dates are disabled.
   Open Dashboard	Click Open Dashboard from the left panel to open a different dashboard for the selected date.
   Workflow Alert Overview	Click to see the workflow and the alerts in each report view.
   Chart Options	Select to perform the following actions:  Toggle Legend: Hides or displays the custom legend in a chart. Toggle Calendar Events: Hides or displays the calendar events. If the Date Timespan does not contain any calendar events, this option will not be available. Toggle Data Table: Displays the chart data in a tabular view. Toggle Interval Marker: Hides or displays the interval marker. Toggle Tool Tips: Hides or displays the tooltip. Reset Zoom: Restores the chart to its full extent. If the chart has projected data, the Zoom Actual Data and Zoom Projected Data options are available. Expand All Metrics: Expands all metric items in the chart legend. Collapse All Metrics: Collapses all metric items in the chart legend. Download: Downloads the charts in JPEG, PNG, CSV, or PDF format. For more information, see Working-with-chart-options.
   Description	Provides description of the dashboard.
   Alert Summary	Provides alert summary for a dashboard.
   Save Dashboard Chart Settings	Click to save the changes in the dashboard such as changes in chart appearance.
   Reset to Workflow Chart Settings	Click to reset the workflow charts to original settings.
   Custom legend	Click custom legend. Each entry shows the category and the metric. The legend is in category:metric format. For example, Special Processors-1: zIIP Management Time (%).
   Visible, Highlight, Ghost, Metric Description, Banding, Min/Max, More Actions	Visible: Click to hide or display a particular object on the chart. If you select Visible for a metric, the dashboard viewer selects the Visible option for all objects and the chart hides or displays the objects accordingly. Highlight: Click to highlight a particular object on the chart. For line and area charts, the line becomes thicker. For column charts, the column borders become black. If you select Highlight for a metric, the dashboard viewer selects the Highlight option for all objects and the chart highlights the objects accordingly. Ghost: Click to ghost a particular object on the chart to make it more transparent. When there are multiple objects in a chart, this option makes the chart easy to view. If you select Ghost for a metric, the dashboard viewer selects the Ghost option for all objects and the chart ghosts the objects accordingly. Metric Description:  Click to see the metric description. If you have selected an advanced metric, the Metric Description displays the badge next to it. The description comes from the BMC AMI Capacity Database Web Services data dictionary. It cannot be modified. Banding: Click to analyze a series. When you use banding on a series, the upper and lower statistical boundaries for a given metric and object are displayed in the chart. The width of the band is defined by the standard deviation and median calculated for a given object/metric taking into account its weekly shift activity.  The Banding option is available only when you select the Measured option in the Data-Granularity field. Min/Max: Click to see the minimum and maximum values on a chart. The Min/Max option is available only when you select any Measured as option in the Data-Granularity field.  More Actions: Use this option to change the series color, value markers, marker style, label markers, axis grid, and various other options.  You can also use it for data grouping. You can use More Actions for all objects in a category or for a single object of a metric in that category.

To manage stored data in a stand-alone dashboard viewer

The Dashboard Viewer uses browser's local storage to store product settings and other product related data. To create storage for new data, you can clear the stored data from your browser. 

1. To clear your browser, click User Profile > Manage Stored Data.
   
2. On the Clear Stored Browser Data dialog box, select one or more following options and then click OK:
   • Clear Product Settings
   • Clear Recent Dashboards List
   • Clear Workflow View Chart Settings