by PT 8.62
Randall Groncki
Creating a dashboard in Insights is not the end of our journey.
Our next Steps:
- Inform PeopleSoft about the new Dashboard (Import it)
- Define who can see it (Assign Roles)
- Create a CREF for the dashboard so users can navigate to it (Configure Dashboard)
Import
If you recall, the PeopleSoft servers and Insights servers are part of the same larger architecture, but are separate systems communicating through APIs.
Importing the Insights Dashboard into PeopleSoft tells PeopleSoft what it needs to know about the dashboard and how to reference it in Insights
Navigation: PeopleTools > Search Framework > Administration > Import Insights Dashboards
We import our dashboards one at a time.
Insert a row into the grid.
Click on the search icon and find your dashboard in the list. PeopleSoft retrieves the list of dashboards from the Insights server.
We see our two dashboards we created in the previous posts. Select the “Main” dashboard to import.
Click the “Import” button to import the Dashboard Json object into PeopleSoft.
The “Hide Time Filter” checkbox controls if the datetime selection panel is displayed at the top of the dashboard for the user. Since our dashboards are not controlled by a date field when we configured the Index Pattern, we are going to choose to turn this on and hide the time filter.
This choice can be changed at any time.
Insert another row and import our tile dashboard using the same method and settings as above.
Click the Save button at the bottom of the page.
Assign Roles
As with everything in PeopleSoft, security is a part of the architecture. No one will be able to see or use this dashboard until we tell PeopleSoft which roles have access to the dashboard.
I usually assign each dashboard at least two roles:
- A role for common users to use the dashboard
- A role for the developers & administrators to maintain and make changes.
Navigation: PeopleTools > Search Framework > Administration > Assign Dashboard Roles
Insert a row
Find your dashboard from the dropdown
Assign a role for the common users
Choose “View” in the privilege column granting these users access to use the dashboard
Insert a second row
Find your dashboard from the dropdown
Assign a role for the developers and admins
Choose “Edit” in the privilege column granting these users access to use the dashboard
Click the Save button at the bottom of the page.
Repeat for your second dashboard.
Configure the Dashboard
Content References (CREFs) control all navigation in PeopleSoft.
Now that PeopleSoft knows about the Insights dashboard and knows who can use it, we need to create the CREF to access it.
For this demonstration, we are going to configure access to our dashboard as a tile
- The tile will display the small, one visualization dashboard
- Clicking that tile will take the user to the larger dashboard with multiple visualizations.
Navigation: PeopleTools > Search Framework > Administration > Configure Insights Dashboards
Make sure you are on the “Tile” page in the component
Add a row to the Grid
Type in a new Content Reference name
Add a Label for the users
In the Full View box, select our larger, main dashboard.
In the Tile View box, select our smaller, one visualization tile dashboard.
Click Save at the bottom of the page.
The CREF will be registered in the PeopleSoft Fluid Applications folder of the Structure and Content App.
Root > Fluid Structure Content > Fluid Pages > PeopleSoft Applications
Summary
Creating a Dashboard in Insights is not the end of our tasks. For every dashboard we create, we need to:
- Import it back into PeopleSoft
- Define who can see it
- Create a CREF to access it
Next
Our next post will close the loop and make these dashboards available to our users with a tile on a homepage.
