Creating custom dashboards linked to custom portal pages

Products

• IT Management Suite

Issue/Introduction

There is a necessity of creating a new Menu and Dashboards that the management team can validate the information in a single place.

Today, managers need to go to different reports and run them separately.

The best case would be a place holding all that information.

Environment

ITMS 8.x. 8.7.x

Resolution

To create a new Menu and a Dashboard, there are a few processes that need to be followed:

• Open the ITMS Console
• Navigate to Settings > All Settings > Notification Server > Console Settings > Portal Pages
• Right click on "Portal Pages" folder and select New > Portal Page
• That will create a new portal page like the following image:

 

• Click on "Edit" and choose all the Web Parts that you would like to add
• Save the changes made on the new portal page (you can change the name if you want)

 

• Navigate to Settings > All Settings > Notification Server > Console Settings > Menus

 

• Click on "New" and select "New Menu"
• Select the newly created menu and give it a name
• Save the changes and select now the "Menu Item" that was created under your New Menu
• Give it a name and save the changes
• You should have something like the following image (the one created here was the "Test" and the Menu Item was "Printers"):

 

• Select "Printers" and click on "Show"
• Choose "Single Page View"
  • That will open a few more options to you
• In this case, we will select "Portal Page" and will select the Portal Page created previously ("New Portal Page")
• You should have something like the following image:

 

• Click "Save changes"
• Now you should be able to see the newly created menu and the link to the portal page created