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How to Share Dashbaord in vCOPS

Sharing Dashboard is one of the cool features available in vCOPS. You need to have Advance or Enterprise Edition to get Dashboard functionality. For more information about vCOPS features and their editions,  please click here

We are going to use the Local user account for this blog. I will write another blog for LDAP access. We would need two things here.

  1. Create the necessary Groups and User account
  2. Create the Dashboard, Share it and assign it to the group

Steps to create local user account

  1. Go to custom Dashboard URL
  2. Click on Admin -> Security
  3. The following screen will be displayed
  4. Security User ManagementSecurity User Management
    Click to enlarge
  5. Click on Add New Group
  6. New GroupNew Group
    Click to enlarge
  7. Fill in the Group Details
  8. Group DetailsGroup Details
    Click to enlarge
  9. Click on the Group Testing
  10. New Group AddedNew Group Added
    Click to enlarge
  11. Add a new user for that group. We are using local user accounts here
  12. User AdditionUser Addition
    Click to enlarge
  13. Fill in the User Account Details
  14. User DetialsUser Detials
    Click to enlarge
  15. Now you have added the user information to the group

Sharing the Dashboard

  1. Select the Dashboard
  2. Click on the Share link, just below the Dashboard
  3. Share DashboardShare Dashboard
    Click to enlarge
  4. Drag the Dashboard from the left, to the Testing Group, what was created earlier.
  5. Shared Dashboard listShared Dashboard list
    Click to enlarge
  6. Once, the Dashboard is shared, you will see a yellow icon next to the dashboard name
  7. Yellow IconYellow Icon
    Click to enlarge
  8. Now, you access the custom url with the local username and password that was created earlier, you will see the shared dashboard.

There is more to this, you can give necessary permission on the dashboard for the users. That warrants for another blog entry Smile

One ResponseLeave one →

  1. Shirley

     /  September 19, 2014

    Pretty! This has been a really wonderful article.
    Thanks for providing this info.


    Leave a Reply to Shirley

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