Digimind Intelligence dashboards let you group and structure the alerts from your agents, news feeds from the DCF (Digimind Content Factory) and run analysis so you can see more clearly what is happening in your area of interest. You can also use them to display stored or validated information, so they could become a way of sharing information with others.
There are two types of modifiable dashboard inside DI.12: personal and shared dashboards. To find out more about these working spaces you can follow this link.
A personal dashboard is visible only to the owner of that Digimind account, while a shared dashboard is open to more than one user.
Each user has a single personal dashboard, but can have multiple shared dashboards.
Setting Up Your Personal Dashboard
Your personal dashboard is built in to your DI.12 interface and will be visible when you click on Dashboards (for trackers, animators and administrators. Readers will only have access to shared dashboards).
The first step is to create a tab, onto which you will be able to group the alerts and / or news you would like to see. Inside your personal dashboard, click on add tab:
This will open a panel on which you will be able to name the tab:
Helpful Hint: naming dashboard tabs
The name of the tab will display along the top of the dashboard. It acts like a label to indicate the contents of the tab. Often times our users group their alerts and news so that each tab treats the same theme. In this case, the theme would be a good name for the tab.
Click on OK to save the tab, and then you will see the add content panel:
These content options are part of the advanced content for dashboards. To display either news, alerts or stored information on your dashboard, click on add news portlet in the grey pane on the left:
You will then be able to display news from the DCF, RSS feeds, stored information or alerts from your agents.
Add a DCF Portlet
The Digimind Content Factory (DCF) is a large base of recent news articles. You can search in it to find the latest stories on your subject. To find out more about working with the Digimind Content Factory as a search tool, you can read this post.
You can also display the news directly onto your dashboard, so that important stories will find their way to you each morning.
Click to add a DCF portlet:
The options will open, and you can define the type of information you need:
Helpful Hints: DCF Portlets
If you do not name your portlet it will be called News. A good idea is to include the query you have used to interrogate the DCF in the name.
The query will be used to bring back information from the DCF. You can use AND, OR, NOT, " ", ~, intitle: and begin: to be more precise. Find out more about writing queries on this page.
Click on OK to create your DCF portlet:
Add an Alerts Portlet
Click to add alerts:
In the portlet options you will be able to select which agents to include in the display. The alerts from all the agents you select will be shown on the dashboard.
From the 3 drop-down menus bellow, you can select to:
- group the alerts by date, by agent, by type, by visibility, by relevance, by similar alerts
- the number of alerts displayed by default in the portlet
- the type of display: full, title only, tile - summary, title - source/date
Helpful Hints: alerts portlets
You can combine more than one agent in the display. This will be helpful if you have more than one agent that treats the same subject, or if you would like to create an overview of the latest alerts on any subject.
Click on OK to create your portlet:
Smart Alert Clustering
For an increased efficiency in your monitoring and validation process, the AI-powered algorithms of Digimind Intelligence will detect similarities with the utmost precision.
Click on “Similar Alerts” to see the alerts with similar content:
Add an Information Portlet
An information portlet will display information you have already stored into a project. This could be useful on a personal dashboard to keep an eye on the contents of your projects, or on a shared dashboard as a way of making information easily accessible to others. For more on setting up a shared dashboard please see below.
Click to create an information portlet:
Inside the portlet options, you will be able to select the projects or folders from which you would like to retrieve the information:
Helpful Hints: Information Portlet
If you would like to use the My Reader interface to more precisely select the information to display in the portlet, click on filter. To find out more about My Reader, please follow this link.
Full display will show the photo and the name of the person who validated the information. If you would like to change this, select another option from the drop-down display menu.
Click on OK to generate your information portlet:
Add an RSS Portlet
This portlet will display the latest news from a single RSS feed without filters.
Click to add an RSS porlet:
In the options, paste in the URL of the RSS feed:
Helpful Hints: RSS Portlets
This works with the exact URL for the RSS feed. If you do not have the correct URL you will recieve an error message.
If you would like to filter the information from an RSS feed you will be able to do so with a Digimind monitoring agent. To find out more about working with agents please read this post.
Click on OK to generate the portlet:
Setting Up a Shared Dashboard
Shared dashboards are often created for users other than the person who created it. As a result, it is important to structure a shared dashboard so that other people can find very quickly the information they need.
To start creating a shared dashboard, from the dashboard page, click on the actions button and the click to Add a new dashboard. You need to have animator or administrator rights on the platform to be able to create shared dashboards.
This will open the setting for the shared dashboard:
Helpful Hints: Shared Dashboards Settings
Dashboards are presented in alpha-numeric order in the drop-down menu choose a dashboard. Keep this in mind when naming your dashboard.
You can modify the access rights to a dashboard at any time, by clicking to open a dashboard and then selecting edit this dashboard from the actions button. It is a good idea to build your dashboard before sharing it with other users.
Users with a tracker profile will be able to view shared dashboards. For users with an animator profile you can decide to give them editing or viewing rights.
Adding an image to a shared dashboard can help to illustrate the theme of the dashboard. The image will appear at the top of the dashboard.
Add tabs and portlets to the shared dashboard
Adding tabs and creating portlets on a shared dashboard is as easy as for a personal dashboard - in face, it's exactly the same! Please see above for details on how to add news, alerts, information or RSS portlets.
There are, however, some techniques you can use to make sure that the people who come to the shared dashboard will be able to find what they need.
A dashboard will always open on the first tab. A good way to guide the users is to use this first tab as a welcome page, on which you can leave useful tips and information.
You can create text boxes like the ones above using the post-its feature of dashboards.
From the dashboard options, click on add content, and then select to add a post-it.
In the options you will be able to write your text, paste an image, add a hyperlink, change the font size and color, etc..
Edit, Structure and Reposition Dashboard Tabs and Portlets
As you work to add tabs and portlets to a dashboard you will often want to move and reposition them. You can also change the layout options of a tab on a dashboard, to ensure your portlets fit into the space you have created.
Rename or Delete a Tab
Click to edit the tab, and then use the options in the black side bar:
Rename or Edit a Portlet
Hover over the top of a portlet to reveal the options button:
Click on this to make the changes you would like:
You can have from one to four columns on your tabs.
Open a tab. By the side of the name of the tab, there is an edit button, click on this:
Next, click on change layout:
Then select the layout you would like.
Move Tabs and Portlets
You change the position of your tabs or portlets by dragging and dropping them to a new place:
When dragging portlets, wait until you see the dotted lines before you drop the portlet!