How To Use The Unify Intelligence Center On A Pc Or Macbook Or Macrocessor On A Computer Or Macosade On A Macbook (For Macro Recipebook) On A Mobile Device On A Web Browser On A Desktop Or

Transcription

1 The Unified Intelligence Center interface is organized by dashboards. are web pages that display reports, scheduled reports, sticky notes, and web-based elements, such as URLs and web widgets, that are relevant to specific workflows and responsibilities. For example, if your call center supports a clothing retailer, it might be useful to create a dashboard with several versions of a real-time call activity report (a grid and a chart) as well as the URL for the retailer's web page. Click the drawer in the left panel to open the Available page. (Only users with the Dashboard Designer user role can open the drawer.) The dashboards you see when you open the drawer are created dashboards that you and others created. You can see the dashboards created by others because they have given you permission to view. All dashboards must be created by a Dashboard Designer. Unified Intelligence Center is not installed with a default dashboard. All actions on the interface are based on user role and on the user's object permissions for dashboards and for categories. See also Troubleshooting. Available Page, page 2 Create Dashboard, page 4 View Dashboard, page 4 Add Dashboard Items, page 5 Dashboard Slideshow, page 9 Rename Dashboard, page 9 Delete Dashboard, page 9 1

2 Available Page Available Page You can manage dashboards from the Available page the page that opens when you click the drawer. are contained in categories and sub-categories. Unified Intelligence Center is installed with one default dashboard category named 1. All dashboards and sub-categories that your organization creates are nested under. You can rename. You cannot delete the category. Figure 1: Available Page Actions From This Page Refresh updates both the Available page and the tree under the drawer to reflect changes anyone has made to add, modify, or delete dashboards or dashboard categories. Help opens online help for the page. X closes the page. Work with Categories: Create sub-category from a category or a sub-category. Delete sub-category Rename sub-category Set permissions for the sub-category. Drag and drop You can drag and drop dashboards and sub-categories. Copy and use the dashboard permalink To retrieve the permalink, right click in the dashboard tree that you are copying the permalink to, and click on Html Link. If you want to log out from a permalink session, click Logout. 1 Initially, this category contains no dashboards. 2

3 Dashboard Permalink Dashboard Time Zone Considerations If a report is added in a dashboard, the time specific data in the report is based on the user's time zone. For example a user at GMT + 0 can view the report in a dashboard with information based on the time zone GMT +0. For more information see Reports and Time Zones. Time specific data in the scheduler filter is based on the time zone of the user who configures the scheduler. The report data in the dashboard is based on the time zone of the user who runs the dashboard. For example, if the time zone of the user who configures the scheduler report is GMT + 0 and the time zone of the user who runs the dashboard is GMT +10, then the scheduler filter is based on GMT +0 and the report data is based on GMT Related Topics Create Sub-Category Delete Sub-Category Rename Categories About Permissions Drag and Drop Within Categories Dashboard Permalink, on page 3 Dashboard Permalink Unified Intelligence Center supports permalink to a dashboard. To retrieve the permalink, right click on the dashboard in dashboards tree, click on Html Link and copy the permalink. Permalinks of new reports need authentication and open in the authenticated mode. Permalinks of existing reports do not need authentication and open in the unauthenticated mode. By default, the Enable Unauthenticated Access check box is not checked. Unified Intelligence Center supports authenticated access to Excel and XML permalinks only from a browser and does not support access using the native clients such as MS Excel because for secure access, Unified Intelligence Center requires a form-based authentication which is not supported by the native clients such as Excel and XML client. If the dashboard has report widgets, ensure that the default filter is set for these reports. Filters cannot be saved for stock reports since they are not editable. Cisco recommends making a copy of the stock report, setting the default filter, checking the Bypass Filter Dialog check box, saving it, and adding the report copy to the dashboard. Dashboard Permalink Time Zone Considerations In a dashboard permalink the report information is based on the time zone of the Unified Intelligence Center server. A user at GMT + 0 can view the report in a dashboard permalink with information based on the Unified Intelligence Center server at time zone GMT+ 2. For a scheduler in a dashboard permalink, the information is based on the time zone of the last modified user. A user at GMT + 0 can view the schedulers in a dashboard permalink with information based on the last modified user at time zone GMT+ 2. For more information, see Report Permalinks 3

4 Create Dashboard Create Dashboard Right-click or on a sub-category in the Available page, and then click Create Dashboard. A dialog box opens and requests a name and the default permissions for the dashboard. Enter a name of up to 50 characters. Set the permissions for My Group. My Group refers to the dashboard owner's default group. If this default group is the All Users group, the options to set permissions for non-administrative users is disabled. Only administrative users can set permissions for the All Users group. Click OK to add the new dashboard to the page. To add content to the new dashboard, right-click its icon and select View. Related Topics Available Page, on page 2 About Permissions View Dashboard, on page 4 View Dashboard If you have Execute permissions, you can view a dashboard, based on your permission for the dashboard's category. (If you cannot view the category, you cannot locate the dashboard, even if you have Execute or Write permission for the dashboard.) To view a dashboard, click a dashboard or right-click a dashboard and select View. Actions from this page Add Opens a dialog where users with the required permissions can add dashboard items. By default, the new dashboard is empty. A Dashboard Designer user without Write permissions can add items to a dashboard but cannot save the added items. Save Saves changes you make to the dashboard. Refresh Updates the dashboard to reflect any changes. Pop Out Opens the dashboard permalink in a new browser. The popout has no Unified Intelligence Center edit or toolbar functions. Click x to close the window. Slideshow Select this to view the dashboard items as a slideshow. This is disabled until you have added items to the dashboard. Help Opens online help. X Closes the dashboard. 4

5 Add Dashboard Items Auto Refresh This option is available only for reports within the Dashboard. Allows you to enable or disable auto refresh for data displayed in this window. When Auto Refresh is checked, the system refreshes data in real time. If this check box is unchecked, the data available remains static unless you refresh. If the corresponding check box is checked in the parent window, the system also checks the box in the pop out window. If you click Refresh, the system refreshes the data in the window, but does not change the state of the Auto Refresh check box. When you manually refresh the widgets that display a dashboard permalink, the Auto Refresh check box returns to the selected state after you refresh. This only occurs if you open the dashboard permalink in the Dashboard viewer. Related Topics Add Dashboard Items, on page 5 Dashboard Slideshow, on page 9 Add Dashboard Items If you have EXECUTE permissions, you can add items to a new dashboard and modify items in an existing dashboard. You can add the following items to a dashboard: Reports, Scheduled Reports, URLs, Widgets, and Sticky s. After you add an item, move or resize it if necessary. Then click Save. Actions for Dashboard items: Move Newly-added items overlap existing items. Click the item title bar and drag the item so that it does not obscure the item beneath it. Resize To resize dashboard items, click the bottom right corner. Display item properties Click the pencil ( / ) image in the item menu to open item settings for editing. Minimize Click the _ in the top right corner to minimize an item. Delete Click the x in the top right corner to delete an item. Add Report Open the Dashboard and click Add. Enter a title for the report you are adding. You can specify the title as plain text or text within html tags. 5

6 Add Scheduled Report Step 6 Step 7 Step 8 Select type Report. Modify the default parameters for size and position, if desired. To select a report, click the arrow next to the Reports folder, and then click a radio button for the report name. Click OK to return to the dashboard. You may need to collapse the category to see the OK button. If necessary, move the report to a better location on the dashboard. Click Save. Figure 2: Adding a Report to a Dashboard Reports that you add to a dashboard are refreshed. You can scroll through the report, and resize reports. If you want a dashboard to display a grid view and a chart view of the same report, create a Save As version of the report with a chart view. Then select the grid and the chart for the dashboard display. Add Scheduled Report Open the Dashboard and click Add. Enter a title for the schedule you are adding. You can specify the title as plain text or text within html tags. 6

7 Add Step 6 Step 7 Step 8 Select type Schedule. Modify the default parameters for size and position, if required. Select a schedule from the list that opens. Click OK to return to the dashboard. If necessary, move the schedule to a better location on the dashboard. Click Save. Add Add a sticky note to a dashboard to post short notes to users who work with that dashboard. Step 6 Step 7 Step 8 Open the Dashboard and click Add. Enter a title for the item you are adding. You can specify the title as plain text or text within html tags. Select type Sticky. Modify the default parameters for size and position, if desired. Enter the content for the note. Click OK to return to the dashboard. If necessary, move the sticky note to a better location on the dashboard. Click Save. Figure 3: Dashboard with Sticky 7

8 Add URL Add URL Add a URL to embed a web page that opens from the dashboard. Step 6 Step 7 Step 8 Open the Dashboard and click Add. Enter a title for the item you are adding. You can specify the title as plain text or text within html tags. Select type URL. If you do not begin the URL with the http protocol is assumed. The resulting error for an invalid URL depends on the browser. Modify the default parameters for size and position, if desired. Type or paste the URL in the Content field. Click OK to return to the dashboard. If necessary, move the URL item to a better location on the dashboard. Click Save. Add Widget Add a Javascript-based web widget to embed an application (such as a video or a calculator) that runs from the widget into the dashboard. This is an advanced feature that should be used by those familiar with web development. Unified Intelligence Center is not installed with any widgets, but you can copy them from online sources such as Step 6 Step 7 Step 8 Open the Dashboard and click Add. Enter a title for the item you are adding. You can specify the title as plain text or text within html tags. Select type Widget. Modify the default parameters for size and position, if desired. Copy the code from a widget and then paste it in the Content field of the dialog. Click OK to return to the dashboard. If necessary, move the widget item to a better location on the dashboard. Click Save. 8

9 Dashboard Slideshow Dashboard Slideshow Use the slideshow mode to move through items on the dashboard. If a dashboard has only one item, you can run a slideshow, but you will not notice a change. Actions from this page Pause halts the slideshow on the current item. Play starts the slideshow. Stop stops the slideshow and returns to the dashboard. Set Interval opens a field where you can set the interval in seconds for the slideshow cycles. The minimum interval is 1 second. The maximum is 900 seconds. Rename Dashboard With Write permissions, you can rename a dashboard. Right-click the icon for the dashboard and select Rename. A dialog box with a Rename To field appears. Enter a new name of up to 50 characters and click Rename. Click Cancel to keep the original name. Delete Dashboard With Write permissions, you can delete a dashboard. Right-click the icon for the dashboard and select Delete. Click Yes to confirm the deletion. Click No to cancel. 9

10 Delete Dashboard 10