Displaying the Asset Dashboard
Providing the Dashboard search criteria
Generating the Dashboard based on a different security role
Selecting the Dashboard display options
Performing actions on items in the Dashboard
Downloading the Dashboard results to a file
The Asset Dashboard allows users to view a summary of the entitlements belonging to a single end customer company.
The Dashboard has a flexible hierarchy and can be displayed by:
At each of these levels, you can display either:
On the Asset menu, to display the Asset Dashboard, click Asset Dashboard.
The Dashboard only displays results for a single company.
If you can view assets for more than one company, then use the Company name field to select the end customer for which to display the Dashboard.
If you can only view assets for your own company, then the Company name field does not display. The results are automatically limited to your company.
If contracts are supported, then you can search by the contract number.
In the Contract number field, type the number of the contract for which to display the Dashboard. Use the find icon to search for and select a contract.
To search based on group, you can either:
To limit the results to a specific product line, select the product line from the Product line dropdown.
After providing the criteria, to display the Dashboard results, click Search.
If the criteria you provided matches more than one company, then the Company name field changes to a combo box with a dropdown containing the matching companies. From the dropdown, select the company, then click Search again.
To specify different company name criteria, type the new criteria into the combo box field.
Administrators or customer support users may want to replicate how a customer may see the Dashboard.
Depending on your security privileges, a Security role dropdown is included in the criteria. This dropdown allows you to generate the Dashboard based on the selected security role.
When viewing the Dashboard using another security role, the results still exclude items that are not visible to your own security role.
The results section contains two dropdowns to determine how to display the Dashboard results.
The Show by dropdown determines the hierarchy of the results. The top level is always the company. The other possible levels, which must be in the order shown below, are:
The publisher determines what hierarchies are available. For example, possible hierarchies might be:
The Counts by dropdown determines the values that display for each item in the hierarchy. Each option includes:
| Assets vs. Activation | If you select an Assets option, then the Dashboard can display the:
If you select an Activation option, then the Dashboard can display the:
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| Duration type | In addition to Assets vs. Activation, you can also select whether to display the quantities for:
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The available options for the Counts by dropdown are:
To display the Dashboard results based on your selections from the Show by and Counts by dropdowns, click the Refresh button.
The Dashboard display is based on the selected hierarchy and count value.
At each level, the counts are totaled from the lower levels.
The Display results dropdown allows you to determine how many product family rows to display per page. To change the selection, select an option from the dropdown.
If the results do not fit on a single page, use the Next and Previous links to navigate between pages.
The second column of the Dashboard results contains an arrow. Click the arrow to display a list of possible actions for that item. The available options depend on the type of item and the your security privileges.
| Company | Select Edit company to display the Company Profile Maintenance page for the company. For more information, see Fields on the Company Profile Maintenance page.
Select List users to display the Search Users page listing the users for the company. |
| Contract | Select View contract to display the View Contract page for the contract. For more information, see Fields on the View Contract page.
Select Edit contract to display the Contract Maintenance page for the contract. For more information, see Fields on the Contract Maintenance page. Select Disable contract to disable the contract. For more information, see Disabling contracts. Select View entitlements to display the Search Entitlements page listing the entitlements for the contract. |
| Group | Select Edit group to display the Edit Group form for the selected group.
Select Add group to create a new group for the contract or company. Select View coordinators to display the Manage coordinators page for the selected group. For more information on managing groups and coordinators, see Managing a company's coordinators. Select Change entitlement group to select a new group to assign to all of the entitlements belonging to the current group. For more information, see Moving entitlements to a different group. Select View entitlements to display the Search Entitlements page listing the entitlements belonging to the group. |
| Product line or Product family | Select View entitlements to display the Search Entitlements page listing the entitlements belonging to the product line or family. The search criteria also includes the other levels of the hierarchy.
Select View certificates to display the Search Activation Certificates page listing the certificates belonging to the product line or family. The search criteria also includes the other levels of the hierarchy. Select Activate entitlements to display the activation search page listing the available entitlements for the product line or family. The search criteria also includes the other levels of the hierarchy. For more information, see About the activation process. |
If you can download the Dashboard results, a Download link displays in the results toolbar. Click the link to download a tab-delimited file containing the results.