Aras Dashboards Introduction

Aras Dashboards contain Interactive Widgets to monitor and analyze data within Aras Innovator. Users can customize the widgets to adjust visual settings. Users can configure Dashboard Settings, View Dashboard content, and edit Widget Settings from a Dashboard Item.

Dashboard permissions allow Users to access, view, and modify Dashboard content. The default permissions for Aras Dashboards include three group identities, such as Dashboard Authors, Dashboard Administrators, and Dashboard Viewers.

Dashboard Authors can view and create Dashboards. However, Dashboard Authors can only edit, change permissions and delete Dashboards they create. Dashboard Authors can only view widget templates. Dashboard Administrators can create and edit Widget Templates.

Dashboard Administrators can configure all Dashboard Features, as well as create, edit, and delete Dashboards and Interactive Widgets. Dashboard User permissions are managed by Dashboard Administrators.

Sharing Dashboards with Identities using the Roles feature empowers Dashboard creators to manage access and collaboration by assigning specific roles to selected identities. This ensures controlled access and that the right audience receives the intended insights.

Key highlights:

• Granular Access Control: Creators can assign roles (EDITOR or VIEWER) to specific identities, tailoring permissions based on the needs of each user.
  
  • EDITOR: Full access to update, modify, and share the Dashboard, without changing the original creator’s ownership.
  • VIEWER: View-only access to execute and analyze the Dashboard, without the ability to modify.
• Flexible Role Management:
  
  • Easy UI to select identities, assign roles, and review the sharing list with assigned permissions.
  • Built-in relationships for managing shared identities through “Dashboard IdentityShare,” enabling seamless tracking and management.
• Automated Team Creation: When sharing begins, two internal roles are automatically generated:
  
  • Dashboard Full Access Sharing for editors.
  • Report Read Only Sharing for viewers.

The Sharing Dashboards with Identities using Roles feature empowers Dashboard creators to manage access and collaboration by assigning specific roles to selected identities. This ensures controlled access and that the right audience receives the intended insights.

A Dashboard can be shared to specific identities providing two different roles:

• Editor: correspond to the Full Access Sharing. By assigning this role the identities will be able to update, change sharing and delete the Dashboard.
• Viewer: corresponding to the Read Only Sharing By assigning this role the identities will be only able to discover and open Dashboard in View mode only.

Easy UI to select identities, assign roles, and review the sharing list with assigned permissions.

In case an identity is assigned to multiple roles as part of different identities sets it will get the higher role rights.

The following steps outline the process of accessing Dashboards:

1. From the Table of Contents, expand My Innovator and select Dashboards.

The Dashboard Table of Contents appears.

2. Click Search Dashboards. The Dashboards grid appears.

3. Enter the Name of the Dashboard and click Search. The Dashboard appears in a new row.

4. Double-click the Dashboard. The Dashboard form appears.

5. Scroll through the Dashboard to view all the Interactive Widgets.
6. If needed, click the Maximize icon to expand an Interactive Widget block.

The following steps outline the process of creating a new Dashboard:

1. From the Table of Contents, expand My Innovator and select Dashboards.

2. The Dashboard Table of Contents appears. Click Create New Dashboard.

The Dashboard form appears.

3. Enter the Name and Description of the new Dashboard. The Columns field value is 24 by default. Do not change the value of the Columns field.
4. Click Done to save the new Dashboard.

The following steps outline the process to edit a Dashboard:

1. Open a Dashboard.
2. Click Edit.
3. Click Dashboard Settings to edit the Name and Description of the Dashboard.

4. Click Done to save the changes.

The following steps outline the process to delete a Dashboard:

1. Open a Dashboard.
2. Click Edit.
3. Click More and expand Delete.
4. Click Delete.

5. The Confirm Delete dialog box appears.

6. Click Delete.

An Interactive Widget Template provides details such as widget name, label, type, and icon. The Widget Templates define the properties that control a widget’s content and behavior. A Dashboard User can enter these properties manually or a Dashboard Administrator can predefine them.

Interactive Widget Types determine the appearance and functionality of an Interactive Widget. The following three Widget Types which can be used are:

• Grid Widget Type: The Grid Widget displays search results within Aras Innovator. It is used to display data from the ItemType with related Items.

• Tree Grid Widget Type: The Tree Grid View Widget displays existing Tree Grid Views associated with the Query Definition within Aras Innovator such as BOM Structures, CAD Structures, and Project Lists.

• Report Widget Type: Report widgets are used to display existing reports within Aras Innovator.

The following steps outline the process of adding Interactive Widgets to the Dashboards:

1. Open a Dashboard.
2. Click Edit.
3. Click Add Widget.

The Widget Templates dialog box appears.

4. Select a Widget Template and click OK. The Widget form appears.

5. Click Edit to configure the Widget Settings which populates data on the Interactive Widget.
6. Click Done to save the Widget Settings.

Widget Settings allow user to customize the functionality of the Interactive Widget. Users can specify which content should appear in the Interactive Widget within the Widget Settings.

Enter the following information to populate a Grid Widget on the Dashboard:

Enter the following information to populate a Report Widget on the Dashboard:

Enter the following information to populate a Tree Grid Widget on the Dashboard:

The following steps outline the process to delete an Interactive Widget:

1. Open a Dashboard.
2. Click Edit.
3. Select the Widget and click Delete.

The Delete Widget dialog box appears.

4. Click Delete.
5. Click Done to save the changes.

The following steps outline the process of creating a new Widgets Template using pre-existing Widget Templates:

1. From the Table of Contents, expand Administration and Configuration.

1. Select Widget Template. The Widget Template Table of Contents appears.
2. Click Search Widget Templates.

3. Click Search. A list of Widget Templates appears.

4. Right-click an existing WidgetTemplate and select More and Save As.

A copy of the selected Widget Template is created.

5. Click Edit.

6. Enter the following information in the Widget Template form:

7. Widget Properties are populated based on the selected Widget Template. Users can add additional WidgetProperties.

8. Click Done to save the changes.

The newly added Widget Template is displayed on the Widget Templates page.