Superusers can specify the tasks an admin group can perform from the Tasks Dashboard tab by creating a dashboard template and assigning it to the admin group. When you create a dashboard template, you define the tasks users in an admin group can perform and specify whether the users can configure their own dashboards when they log in to Grid Manager. When you assign a dashboard template to an admin group, all users in this group can see and perform the tasks you define in the template, provided that the users also have the correct permissions to the objects related to the tasks. For information about administrative permissions, see Administrative Permissions for Dashboard Tasks.
If the assigned template is unlocked, users can configure tasks on their dashboard. If you lock the dashboard template, users cannot configure task packs on their own dashboards.
Superusers can also restrict limited-access users to access only the Tasks Dashboard tab when they log in to Grid Manager. These users cannot manage other core network services through Grid Manager. They can only see the Tasks Dashboard tab and access only the tasks defined in the dashboard template, if applicable. This feature is useful when you want to define different levels of admin users and restrict them to specific tasks based on their organizational functions. For information about how to set this restriction and creating limited-access admin groups, see About Admin Groups.
To configure and apply dashboard templates, complete the following:
Configure dashboard templates, as described in 26776735.
Assign dashboard templates to admin groups, as described in About Admin Groups.
Adding Dashboard Templates
Only supersuers can configure dashboard templates. Limited-access users may configure task packs depending on the configuration of their assigned dashboard templates.
To add a dashboard template:
Log in as a superuser.
From the Dashboards -> Tasks tab, click the Configure icon at the top right corner of a task pack.
Select tasks from the Active Tasks table and use the left arrow to move them to the Available Tasks table to hide the tasks, and vice versa. Grid Manager displays the tasks you place in the Active Tasks table. Repeat the steps for all task packs.
At the top right corner of the Tasks Dashboard panel, click the Configure icon -> Configure Template.
In the Dashboard template configuration section, click Create new template.
In the Save Dashboard Template dialog box, complete the following:
Name: Enter a name for the new dashboard template.
Locked: When you select this checkbox and assign this template to an admin group, users in the admin group can only perform the tasks you configure to appear in this template. They cannot configure their dashboards. When you clear this checkbox, users can still only see the tasks you configure for this template, but they can now configure tasks in the task packs on their dashboards. Note that when you lock a template, it applies to all users in the admin group, including those who have customized dashboards.
Click Save & Close.
The appliance saves the template and adds it to the Template drop-down list.
Resetting Dashboard Templates
Only users with an unlocked dashboard template assigned can reset their dashboards to the template that was originally assigned to them. Users with locked dashboard template cannot configure or reset their dashboards. Also, only superusers can configure dashboard templates.
To reset a dashboard template:
Select the Dashboards -> Tasks tab.
For superusers: At the top right corner of the Tasks Dashboard panel, click the Configure icon -> Reset. Note that the Configure icon appears only if you are a superuser.
For limited-access users: At the top right corner of the Tasks Dashboard panel, click Reset.
The appliance reset your dashboard to the original dashboard template that was assigned to your admin group.
Modifying Dashboard Templates
You can modify an existing dashboard template by locking or unlocking it, and adding or removing tasks from a task pack. However, you cannot change the name of the template. When you change the name of a template, the appliance clones the template and adds the new template to the list. Note that when you modify a locked template that is assigned to an admin group, users in the group automatically adopt the changes you make to the template the next time they log in to Grid Manager.
To modify a dashboard template:
From the Dashboards -> Tasks tab, click the Configure icon at the top right corner of the panel.
In the Dashboard template section, select the template you want to modify from the Template drop-down list. Note that Grid Manager displays [L] before the name of a locked template.
In the task pack, click the Configure icon at the top right corner.
Select tasks from the Active Tasks table and use the left arrow to move them to the Available Tasks table to hide the tasks, and vice versa. Grid Manager displays the tasks you place in the Active Tasks table. Repeat the steps for all task packs.
Click Save.
In the Save Dashboard Template dialog box, modify other information, as described in Configuring Dashboard Templates.
Click Save & Close.
Deleting Dashboard Templates
Only superusers can delete dashboard templates. To delete a dashboard template that is currently assigned to an admin group, you must first unassign the template from the admin group. For more information about creating limited-access admin groups, see About Admin Groups.
To delete a dashboard template:
From the Dashboards -> Tasks tab, click the Configure icon at the top right corner of the panel.
In the Dashboard template section, select the template you want to delete from the Template drop-down list.
Click Delete.
In the Delete Dashboard Template dialog box, click Yes.
Assigning Dashboard Templates
After you create a dashboard template, you can assign it to an admin group. Admin users in this admin group can access the tasks you define in the template.
To assign a dashboard template to an admin group, see About Admin Groups.