Dashboard

1 Dashboard Settings in Administration
- 1.1 Data Source tab
  - 1.1.1 Add Data Source
  - 1.1.2 MySQL
  - 1.1.3 Elastic Search
  - 1.1.4 S3
  - 1.1.5 Static Client
  - 1.1.6 Static JSON
  - 1.1.7 Static Sharepoint
  - 1.1.8 API
- 1.2 Entities tab
- 1.3 Entity Fields Tab
  - 1.3.1 Editing Entity Fields
- 1.4 Report Category tab
- 1.5 Reports tab
  - 1.5.1 Adding a New Report with Report Builder
  - 1.5.2 Join Data
  - 1.5.3 Add Filters
  - 1.5.4 Sorting
  - 1.5.5 Summaries
- 1.6 Settings tab
  - 1.6.1 Visual Theme
  - 1.6.2 Navigation

These settings are located under Administration-> Dashboards in CAM.

Dashboard Settings in Administration

Data Source tab

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

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.

Data sources specify where the data for the reports come from.

Supported sources are:

MySQL database (CAM or other)
Elastic Search
Static S3 bucket from AWS

Add Data Source

Click Add Data Source or click Edit on an existing source:

Enter:

Name: Required
Description: Optional
Type: Required. Select from the following:
- MySQL database (CAM or other)
- Elastic Search
- Static S3 bucket from AWS
- Static Client report (CSV from client system)
- Static JSON file
- Static Sharepoint List
- Cloud Elastic Search provider
- Office 365 Graph API: From an Office365 source
- CAM Native API
- Web API
- CAM metadata

Options for the Types are:

MySQL

Field	Description	Required

Field	Description	Required
Is Enabled	Sets if the source is enabled and active.	No, but determines if active
Is CAM DB	Sets if the database is a CAM database	No
Host	Type the name of the host if required. E.g. http://pridev.prosperowaredev.io	Yes
Port	Sets the port of the host, if required.	No
Username	The username to log into the database.	Yes
Password	The password to login to the database.	Yes
Database	Enter the name of the database.	Yes
Timeout	Sets the number of seconds to timeout. 30,000 is default.	No
Charset	Sets the database charset to use. utf8mb4_general_ci is default.	No

Elastic Search

Field	Description	Required

Field	Description	Required
Is Enabled	Sets if the source is enabled and active.	No, but determines if active
Host	Type the name of the host if required. E.g. http://pridev.prosperowaredev.io
Authentication	Sets authentication to elastic	No
Port	Sets the port of the host, if required.	No
Username	The username to log into the elastic instance.	Yes
Password	The password to login to the elastic instance.	Yes
API key	Set the API key from the Elastic API.	No
AWS Access Key	Set the access key (application key) from the AWS account here.	No
AWS Secret Key	Set the secret key from the AWS account here.	No
AWS Region	Enter the region of the AWS account you use (uswest…)	No
Cloudid	The cloud system id (from CAM)	No

S3

Field	Description	Required

Field	Description	Required
Is Enabled	Sets if the source is enabled and active.	No, but determines if active
Access Key	Set the access key (application key) from the AWS account here.	Yes
Secret Key	Set the secret key from the AWS account here.	Yes
Region	Enter the region of the AWS account you use (uswest…)	Yes
Bucket Name	The name of the AWS storage bucket	Yes

Static Client

Field	Description	Required

Field	Description	Required
Is Enabled	Sets if the source is enabled and active.	No, but determines if active
Upload Static File	Allows to upload the static Excel File	Yes

Static JSON

Field	Description	Required

Field	Description	Required
Is Enabled	Sets if the source is enabled and active.	No, but determines if active
Upload Static File	Allows to upload the static JSON File	Yes

Static Sharepoint

Field	Description	Required

Field	Description	Required
Is Enabled	Sets if the source is enabled and active.	No, but determines if active
External System	Select the external system where the site is located.	Yes
Upload Static File	Allows to upload the static Site File	No

API

Field	Description	Required

Field	Description	Required
Is Enabled	Sets if the source is enabled and active.	No, but determines if active

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

Entities tab

Entities now cannot be added, edited or deleted by CAM users. They will be out of the box such as shown in the image.

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

Fields	Description

Fields	Description
Display Name	An alternative display name for the entity
Data Source	The source of the data 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.
Query Type	The type of the query. For analytics, available options are document, folder, workspace, user, and document_history.
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	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

Tip: The list can be filtered by any combination of Entity Name, Description, and Last Modified Date.

Entity Fields Tab

This new tab showcases the fields within the entity available, that used to be available by going to the “Entities” tab in Administration > Dashboard and then clicking the "Open Entity Fields" button from the action menu.

Editing Entity Fields

The fields can be edited. Only the name and data type are not-editable, but the display name, description, and enable status are editable.

Report Category tab

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.

Out-of-the-box categories are:

Financial Reports
DMS Reports
Security Reports
Client_Side_Report
Ledger Report

Users can create custom categories by adding one in admin OR clicking add new category from the lookup directly that pulls report categories!

The following data is available:

Id is hidden

KPI	Description	Data Type

KPI	Description	Data Type
Display Name	Name of the report category.	Text
Description	Description of the report category.	Text
Last Modified Date	Shows the date the report category is last modified.	Date
Last Modified By	Shows the person who last modified the report category.	Text
Is Enabled	Sets if the report category is an enabled or disabled category.	Bit
Filter	Allows to filter by display name, description or is enabled.	Text
Edit	Allows to edit the report category.	Button
Delete	Deletes the report category.	Button
Add Report	Adds a new report category.	Button

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

Reports tab

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.

A report is an answer to a question about business data represented as a list of records that meet a predefined criterion. The report records can generate downloadable documents or be presented visually as widgets in dashboards.

The following data is available:

Id is hidden

KPI	Description	Data Type

KPI	Description	Data Type
Name	Name of the report.	Text
Description	Description of the report.	Text
Data Type	Type of the data pulled in the report	Text
Generated Query JSON	If the query in the report generates a json result of metadata, this is displayed here.	Text
Last Modified Date	Shows the date the report is last modified.	Date
Last Modified By	Shows the person who last modified the report.	Text
Is Enabled	Sets if the report is an enabled or disabled report.	Bit
Filter	Allows to filter by display name, description or is enabled.	Text
Edit	Allows to edit the report. Note: when editing a report, a message will warn users that changing the report may affect other widgets and dashboards. Clicking on Details will show a list of the dashboards, widgets, and filters that use the report that is being edited.	Button
Delete	Deletes the report.	Button
Add Report	Adds a new report.	Button

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