Creating Custom Dashboards & Widgets using Open-AudIT ... · edition you can now quickly and...

OPMANTEKNETWORK MANAGEMENT AND IT AUDIT SOFTWARE

Creating Custom Dashboards & Widgets using Open-AudIT Enterprise – v1 September 2018

We will send you the recording.

Submit your questions anytime. We’ll do Q&A throughout.

Please complete the Exit survey.

Topics for Today

Open-AudIT is the world's leading device discovery and auditing solution. With the Enterprise

edition you can now quickly and easily create custom Dashboards, and Widgets to populate

them. Join us for this 30-minute session while we learn –

• How to design and create custom Dashboards to drive action

• Three simple steps to creating custom Widgets for use in Dashboards

• Limiting Dashboard content and views to specific users

IT Service Management Maturity Model

CHAOTIC• Ad Hoc• Undocumented• Unpredictable• Multiple help desks• Minimal IT operations• User call notification

REACTIVE• Fight fires• Inventory• Desktop software

distribution• Initiate problem

management process• Alert and event

management• Measure component

availability (up/down)

PROACTIVE• Analyze trends• Set thresholds• Predict problems• Measure application

availability• Automate• Mature problem

configuration, change, asset andperformance mgmt. processes

SERVICES• IT as a service provider• Define services, classes,

pricing• Understand costs• Guarantee SLAs• Measure and report

service availability• Integrate processes• Capacity Mgmt.

VALUE• IT as a strategic business

partner• IT and business metric

linkage• IT/business collaboration

improves business process• Real-time infrastructure• Business planning

Tool Leverage

Operational Process Engineering

Service Delivery Process Engineering

Service & Account Management

Manage IT as a Business

Level 0

Level 1

Level 2

Level 3

Level 4

Increasing Performance & Value to Organization

Open-SourceN/A

Commercial SolutionsOpen-AudIT Enterprise (some features in Professional)

Architecting a Solution

Useful References

• Open-AudIT Wiki – https://community.opmantek.com/display/OA/Home• How do Dashboards and Widgets Work - https://community.opmantek.com/x/cgqCAQ

• Dashboards - https://community.opmantek.com/display/OA/Dashboards

• Widgets – https://community.opmantek.com/display/OA/Widgets

• Forum – http://www.open-audit.org/phpBB3/

• Community Questions Board - https://community.opmantek.com/questions

• Support Issues – support@opmantek.com

• Sales – usa@opmantek.com

Where can I go when I have questions?

HOW TO CREATE A CUSTOM DASHBOARD AND WIDGETS IN OPEN-AUDIT

Dashboards

• Available Dashboards are listed in the drop-down

• List will only include dashboards current user has permissions for

• Permissions are controlled by Organization level assigned Dashboard and User

• Professional ships with 3 Dashboards, Enterprise with 5

• Enterprise also has the ability to create/edit dashboards

How to create dashboards that drive action.

Dashboards

• Select Manage -> Dashboards –> List Dashboards, from the Open-AudIT menu

• Shipping dashboards can be edited, but not deleted

• OA only supports a 3x2 layout

• Widgets are defined under Manage -> Widgets -> List Widgets

• Logged-in user must have appropriate Org to see Dashboard

• To Create a NEW Dashboard click Create or select Manage -> Dashboards -> Create

Dashboards from the Open-AudIT menu

How to create dashboards that drive action.

Widgets

• Select Manage -> Widgets -> List Widgets from the Open-AudIT menu

• Easiest way to learn to create new widgets is by disassembling existing widgets

The cornerstone of Dashboard design

Widgets

• To Create a NEW Widget click Create or select Manage -> Widgets -> Create Widgets from

the Open-AudIT menu

The cornerstone of Dashboard design

Widgets

• Get very specific results using the Advanced SQL option

• Make sure the Link entry includes any filters or special parameters used in the SQL

• Use your browser’s ability to open multiple windows/tabs and edit widgets in one tab,

then refresh a Dashboard with the in-progress Widget in it

Tips and tricks

CONTACT FOR FOLLOW UP

Commercial enquiries:

Tom WiriAccount Executive+1 (512) 430-4450usa@opmantek.com

Technical enquiries:

Mark HenrySenior Engineer+1 (207) 951-2428markh@opmantek.com