Manage Dashboards

About Dashboards

You can create custom dashboards for monitoring your network. Dashboards contain one or more dashlets, which include charts, tables, geographic maps, and other types of information.

Any custom dashboard that you create is visible only to your user account. Other users cannot see your custom dashboards.

Create a Custom Dashboard

Procedure

Step 1

From the top-left corner, click the menu icon and choose Assurance > Dashboard Library.

The Dashboard Library window appears, listing all the defined dashboards.

Step 2

Click + Create a Dashboard.

Step 3

In the Create a Dashboard dialog box, enter a title for the dashboard.

Step 4

Click Save.

A blank dashboard appears.

Step 5

You can do the following in your dashboard:

  1. Click + Add Dashlet to add content to the dashboard.

  2. Check the check box next to the dashlet that you want to add to your dashboard.

    Note

     

    You can search for a dashlet by choosing a category from the drop-down list or by using the search box on the right.

  3. Click Add to include the dashlet in your dashboard.

Step 6

(Optional) Drag and drop any dashlet to customize its location on your dashboard.

Step 7

You can remove a dashlet from your dashboard by doing the following:

  1. Click the trash can icon located in the top-right corner of the dashlet.

  2. In the dialog box, click Delete.

Step 8

Click Save to save the dashboard.

Create a Dashboard from a Template

Creating a dashboard from a template allows you to use a scope to filter the dashboard data. A scope filters devices by location, device type, and other options.

Procedure

Step 1

From the top-left corner, click the menu icon and choose Assurance > Dashboard Library.

The Dashboard Library window appears, listing all defined dashboards and the templates (at the bottom).

Step 2

In the Templates area, click a dashboard template.

Step 3

In the Create a Dashboard dialog box, enter a title for the dashboard.

Step 4

Click Save.

Step 5

If you want to use an existing scope, select an existing scope and click Select Scope.

Skip ahead if you selected an existing scope, or continue with the next step if you want to create a new scope.

Step 6

To create a new scope, click Create New Scope.

The first step, Create New Scope, is displayed.

Step 7

Enter a scope name and click Next. If you enter a space in the scope name, the space is converted to an underscore.

The second step, Select Location(s), is displayed.

Step 8

Choose one or more locations to include in the scope by checking or unchecking the check boxes next to them.

Note

 

You can use the search field to filter locations.

Step 9

Click Next.

The third step, Select Filters, is displayed.

Step 10

If you are using the Client Health template, you can use the following filters:

  • Client Type: Choose wired or wireless to include these types of devices in the scope by checking or unchecking the boxes next to them.
  • SSIDs: Choose SSIDs to include in the scope by checking or unchecking the boxes next to them. Type in the search field to filter SSIDs. This filter applies only to wireless devices.
  • Host Name: Enter the hostnames to include in the scope. Use the percent sign (%) as a wildcard and press Enter after each entry.
  • Device Type: Enter the device OS types (for example, IOS or Android) to include in the scope. Use the percent sign (%) as a wildcard and press Enter after each entry.
  • MAC Address: Enter the MAC addresses to include in the scope. Use the percent sign (%) as a wildcard and press Enter after each entry.
  • IP Address: Enter the IP addresses to include in the scope. Use the percent sign (%) as a wildcard and press Enter after each entry.

Step 11

If you are using the Network Health template, you can use the following filters:

  • Network Device Type: Choose one or more device types to include in the scope by checking or unchecking the check boxes next to them. Type in the search field to filter devices.
  • Network OS: Choose network OS versions to include in the scope by checking or unchecking the check boxes next to them. Type in the search field to filter versions.
  • IP Address: Enter the IP addresses to include in the scope. Use the percent sign (%) as a wildcard and press Enter after each entry.
  • Host Name: Enter the hostnames to include in the scope. Use the percent sign (%) as a wildcard and press Enter after each entry.

Step 12

Click Next.

The fourth step, Preview, is displayed.

Step 13

Click the Dynamic list toggle to enable or disable a dynamic list of clients that is updated based on the selected filters.

Step 14

Click Save to save the scope.

A confirmation dialog is displayed.

Step 15

(Optional) Drag and drop any dashlet to customize its location on your dashboard.

Step 16

You can remove a dashlet from your dashboard from doing the following:

  1. Click the trash can icon located in the top-right corner of the dashlet.

  2. In the dialog box, click Delete.

Step 17

Click Save to save your dashboard.

Note

 

If this is a new scope, it can take up to 15 minutes to display data in the dashboard.

View a Dashboard

Procedure

Step 1

From the top-left corner, click the menu icon and choose Assurance > Dashboard Library.

The Dashboard Library window appears, listing all the defined dashboards. You can use the Sort By control to sort dashboards by date or name. You can search for a dashboard by entering its name in the Find field.

Note

 

When you sort the dashboards by Date Modified, even if no modifications were made on the dashboards, the dashboards get sorted by the last time the dashboards were open.

Step 2

To see dashboards marked as favorites, click the Favorite Dashboards tab.

Step 3

Click the dashboard that you want to view.

Step 4

In the dashboard controls, click Show or Hide to show or hide the map, if applicable.

Step 5

(Optional) Filter dashboard data by time period, sites, or domains by choosing the appropriate values from the filters.

Edit or Delete a Dashboard

Procedure

Step 1

From the top-left corner, click the menu icon and choose Assurance > Dashboard Library.

The Dashboard Library window appears, listing all the defined dashboards. You can use the Sort By control to sort dashboards by date or name. You can search for a dashboard by entering its name in the Find field.

Step 2

Click the dashboard that you want to edit or delete.

Step 3

Do one of the following:

  • To make changes, choose Edit Dashboard from the Actions menu. You can add or delete dashlets and drag dashlets to different positions in the dashboard. Click Save when you are done.

  • To delete the dashboard, choose Delete Dashboard from the Actions menu. Click Delete in the confirmation dialog.

Duplicate a Dashboard

Procedure

Step 1

From the top-left corner, click the menu icon and choose Assurance > Dashboard Library.

The Dashboard Library window appears, listing all the defined dashboards. You can use the Sort By control to sort dashboards by date or name. You can search for a dashboard by entering its name in the Find field.

Step 2

Click the duplicate icon for a dashboard (next to the star icon).

Step 3

In the Duplicate Dashboard dialog box, enter a title for the dashboard copy.

Step 4

Click Save.

Step 5

You can change this copied dashboard by adding, deleting, or rearranging dashlets.

Step 6

Click Save to save the dashboard.

A confirmation dialog is displayed.

Step 7

Click OK.

Mark a Dashboard as a Favorite

Procedure

Step 1

From the top-left corner, click the menu icon and choose Assurance > Dashboard Library.

The Dashboard Library window is displayed, listing all the defined dashboards. You can use the Sort By control to sort dashboards by date or name. You can search for a dashboard by entering its name in the Find field.

Step 2

Click by the dashlet name to mark it as a favorite.

Note

 

You can access favorite dashboards by clicking the Favorite Dashboards tab.

Change the Position of a Dashlet

You can change the position of the dashlets in the default Assurance dashboards.

Procedure

Step 1

Do one of the following:

  • From the top-left corner, click the menu icon and choose Assurance > Health.

    The Overall Health dashboard appears.

  • From the top-left corner, click the menu icon and choose Assurance > Health > Network Health.

    The Network Health dashboard appears.

  • From the top-left corner, click the menu icon and choose Assurance > Health > Client Health.

    The Client Health dashboard appears.

  • From the top-left corner, click the menu icon and choose Assurance > Health > Application Health.

    The Application Health dashboard appears.

Step 2

Click the Actions drop-down list and choose Edit Dashboard.

The dashboard is refreshed and becomes editable.

Step 3

Click the dashlet that you want to move and drag it to a different position in the dashboard.

Step 4

Click Save.