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Set up suites and boards

Follow the steps below to create and maintain suites according to the needs and workflows of your organization.

NOTE

To create and maintain suites, you need to be a Solutions Portal administrator.

Working with suites​

Suites are shared spaces that contain links to applications, dashboards from analytics and visualization tools, and other helpful links.

Create a suite​

  1. On the home page, under Company Suites section select New suite
  2. Give your suite a name, select a color, and add a description. The description helps your colleagues understand what the suite contains.
  1. Select Add boards to populate your suite with content, or select Create to save the suite and add boards later.

Rearrange suites​

On the left-hand sidebar, select and drag a suite to reorder it.

Add sub-suites​

You can create sub-suites to organize your workspace with nested sub-suites. On a suite, select Add subsuite in the top right corner.

Delete a suite​

  1. On the suite you want to delete, select More options (...) > Delete suite.
  2. Confirm that you want to delete the suite.

Working with boards​

Boards are the content of a suite. A board can be a dashboard, an application, or a link with relevant information for your organization. You can choose to see live data from reports, such as Grafana and Power BI dashboards. Users can hover over a board to see more details or select the board to open it in a separate tab.

On a suite page, boards with embedded dashboards (Grafana, Power BI, etc.) load sequentially (one-by-one) to ensure that the dashboards load correctly.

Add a board to a suite​

  1. In the Solutions Portal, select the suite you want to add a board to, and then select Add board.

  2. In the Add board to suite dialog box, enter a title for your board.

  1. Choose the type of board you want to add.

  2. Create a link to your board. This URL links your dashboard, application, or other relevant items to your suite.

    If you add a dashboard, you can add embedded tags to show live data directly in the suite, for example, from Grafana and Power BI.

  3. Select Manage access to board to decide which groups should have access to the board. Type to search or scroll through the list of groups

    Tip

    Leave the field blank if you want only admins to access the board, for example, to test new suites and boards before making them available to users.

  4. Select Add board, and continue to add more boards.

  5. Select Save.

  1. In Grafana, select the dashboard you want to add to a board and select Share.

    Grafana displays the Share panel:

  2. On the Link tab, copy the URL and paste it into the Add link to board on the Board form in Solutions Portal.

  3. On the Embed tag in Grafana, turn off Current time range if you want live data (recommended).

  4. Copy the code and paste it into Add embedded tag on the Board form in Solutions Portal:

  1. In Power BI, select the dashboard you want to add to a board and select File > Embed report > Website or portal.

    Power BI displays the Securely embed this report in a website or portal dialog box:

  2. Copy the URL link and paste it into Add link to board on the Board form in Solutions Portal.

  3. Copy the HTML link and paste it into Add embedded tag for board.

  1. If you're adding an application or a dashboard that doesn't offer an embedded link, you can upload an image by selecting Upload image. The maximum size for the image is 1 MB.

    TIP

    Use tinypng to compress your .png or .jpeg file.

Edit a board​

  1. To edit a board, select More options (...) > Edit board.

  2. Select Update board and then Save.

Rearrange boards​

  1. On the suite, select Edit layout in the top right corner.
  2. Drag a board to the desired position.
  3. Use the drag handle at the bottom right of a board to resize a board.
  4. Select Save layout to save changes.

Move a board to another suite​

  1. Select More options (...) > Move to....
  2. Select the target suite.
  3. Save the changes.

Remove a board​

  1. Select More options (...) > Remove board.
  2. Select Remove board.

See which suites and boards a group can access​

As a Solutions Portal administrator, you can see which suites and boards different groups have access to:

  1. Select the Users icon and then the group you want to see access information for.

  2. Select Clear view to go back to admin mode.

NOTE

You can't edit when you are in group view.

Change configuration for fetching user groups​

The Solutions Portal uses a list of groups to detect which boards a user has access to. By default, it fetches only CDF groups that are linked to external groups from the IdP system (Azure AD, for example).

To fetch all CDF groups (linked and not linked) that a user belongs to:

  1. On the user menu, select Change configuration.
  2. Turn on Use all user groups.

View the list of groups in the Select group access menu to see the changes.

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