Content Comparison

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Dashboard Settings in Administration

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Tip
Tip: When using the search filters for Name and Description on the Data Source, Entities, Report Category and Reports tab, the results will show once users click anywhere outside of the search field or hit Enter after entering the text to be searched.

Columns displayed are:

Column	Description
Name	The data source name
Description	Description of what the data source is
Type	Type of the data source
Is Enabled	Yes/No if the source is enabled or disabled
Last Modified Date	Date the source configuration was modified
Last Modified By	The person who last modified the source configuration.

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Tip
Tip: The list can be filtered by any combination of Name, Description, and Type..

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Tip
Tip: When using the search filters for Name and Description on the Data Source, Entities, Report Category and Reports tab, the results will show once users click anywhere outside of the search field or hit Enter after entering the text to be searched.

Tip
TIP: Just as in CAM, it is possible to filter the entities by any column!

Fields	Description
Display Name	An alternative display name for the entity
Description	An optional description for the entity
Entity Name	The entity name. Entities will include the list of indexes (for example elastic indexes or SQL indexes) as well.
Is Enabled	Indicates whether the entity is enabled or not
Last Modified Date	Shows the date the entity was last modified
Last Modified By	Shows the user that last modified the entity
Actions	Edit: Select the edit icon to edit the Entity details. Regenerate Fields: If a data source is modified, the user has the ability to regenerate it. Open Entity Fields: Shows the Entity fields. New fields can be added from this screen. Attach Actions: Allows for actions to be attached to an entity. Additionally, the screen shows the actions currently attached to existing entities. Select +Attach Actions to add a new action to the entity. The Out of the box actions are: Matter Detail Dialog Remote CheckIn IFrame Remote CheckIn Remove Object Security Change Default Access Delete Entity: Select this icon to delete the Entity.

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Tip

Tip: Entities are auto-discovered when Auto discover is clicked. The API looks like this:

/api/v1/dashboard/reportentity/autoDiscover

Payload : -

{

"report_entity_id": "1"

}

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Tip
Tip: When using the search filters for Name and Description on the Data Source, Entities, Report Category and Reports tab, the results will show once users click anywhere outside of the search field or hit Enter after entering the text to be searched.

Report categories allow bucketing reports based on a category for selection based on system, or type.

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Tip
Tip: The list can be filtered by any combination of Name, Description, and Type.

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Tip
Tip: When using the search filters for Name and Description on the Data Source, Entities, Report Category and Reports tab, the results will show once users click anywhere outside of the search field or hit Enter after entering the text to be searched.

The reports tab allows to import and add reports to CAM.

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