The database first needs to be configured in the
Applications > Settings tab. See
Applications.
Once the database has been successfully configured, the application is enabled by selecting
Dashboards under
Applications in the tree pane
and selecting
Application enabled in the
Settings
tab.
Note: Once the application is enabled, you must restart the Cleo Harmony or Cleo VLTrader service/daemon before
you use Cleo Dashboards.
Once enabled, general access to Dashboards is granted in the
User Group: Application Settings Tab. See User Group Application Settings Tab. Once general access is granted, additional user group
configuration is allowed, as described below.
Note: The user group configuration panels below refer to reports and components. The initial,
default published reports provided by Cleo are all dashboards (.dsh files) that are comprised
of library components (.lc files) that link to web reports (.wls files).
The Privileges sub-tab identifies access and update privileges at the
public, custom, and private levels:
- Public: Standard reports/components provided by Cleo
deployment
- Custom: Customized reports/components optionally available to other
users and user groups
- Private: Customized reports/components only available to that
user
User groups will always have read-only access to the public Dashboards
area and read-write access to their private Dashboards area. Optionally,
a user group can be granted read-only or read-write access to the custom
Dashboards reports/components area. With this method, Cleo's standard
reports/components are always available, and any customizations to Cleo’s standard
reports/components can be either kept private or shared with other users.
The Reports sub-tab identifies which reports are initially shown when
the user first opens the Dashboards web application.
The report sequence defaults to the Cleo-provided standard Public
reports.
- Use the right-click menu options in the table to Move Up or
Move Down the sequence of a report in the list or to
Remove a report from the list (this only removes the report from
this display list; the report itself still exists).
- Click Add to insert a Public or
Custom report to the end of the list.
- Click Reset Defaults to revert the list back to the standard
Cleo-provided Public reports.
- Click Delete Report File to permanently remove a
Custom report from the report server.
The report sequence configured at the user group level can be overridden at the user
level. If Override User Group settings is selected for a user, the same
Reports sub-tab as above is enabled for the user and operates in a
similar fashion:
- Use the right-click menu options in the table to Move Up or
Move Down the sequence of a report in the list or to
Remove a report from the list (this only removes the report from
this display list; the report itself still exists).
- Click Add to insert a Public or
Custom or Private report to the end of the
list.
- Click Reset Defaults to revert the list back to the standard
Cleo-provided Public reports.
- Click Delete Report File to permanently remove a
Private report from the report server.