Saving a view container in a configuration

To preserve a view container for reuse, it must be saved as a configuration. You can ensure preservation of the view container with each view arranged and displaying data as desired by using Mark for configuration to identify which views to save within the container.

When saving a configuration, the following conditions apply:

• Changes to a view’s columns, data formats, filters, or thresholds must be saved in a customized view in BBVDEF to be preserved. A saved configuration can include this customized view.
• View properties and chart properties are always saved with the configuration.
• View container properties (e.g. Auto-Refresh all) are always saved with the configuration.
• If the Include marked views only check box is selected, then all the desired views, charts, and containers must be marked for configuration to be included in the configuration.
• If the Include marked views only check box is cleared, then all open views, charts, and containers are included in the configuration, whether or not they are marked for configuration.

To save a container in a configuration

1. Select tabs to include in the configuration by right-clicking each view or container tab and toggling on Mark for configuration.The name on the view tab is appended with an asterisk (*) when it has been marked for configuration.

   Note

   If you want to include all open views, charts, and containers in the configuration, don't mark any of them. Instead, skip to the following Step step and clear the Include marked views only check box in the Save configuration dialog.

2.  Click on File and select Save configuration.The Save configuration dialog (similar to the following example) is displayed.

   

3. Specify the settings that you want to use for the configuration:

   1. Enter a file name, and select the site or user library.

      Tip

      If you specify the site BBCDEF library, any user will be able to open the saved configuration.

   2. (optional) Enter a description of the configuration.
   3. (optional) Select or clear other options, as needed.

4. When finished, click Save.

   Tip

   The view container saves all settings of each view's properties according to their settings. Any view that contains customized columns, data formats, thresholds, or filters must be saved first as a customized view in order to preserve those changes within the configuration.

You (or any user, if you saved in the site BBCDEF library) can now reopen the configuration. The saved configuration retains all container, view, and chart Properties as they were saved. If the configuration references a customized view, then that view opens as it was last saved in BBVDEF. Because the view definition resides in BBVDEF, the view can be customized without having to save a new copy of the configuration.