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
  - 1.2.1 Adding a New Report Entity
  - 1.2.2 Operations for entities include:
- 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

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.

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	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.

Adding a New Report Entity

To add a new Report Entity, click the Add Entity button and provide the required details.

Operations for entities include:

Create: There are two ways to add report entities:
- Auto-discovery: This is based on the data source, data entities will be populated automatically.
- Manually: users can add data sources manually, but on the save, it should validate the entity from the source.
Read:
- Update: any manual update will require validation.
- Delete: deleting a data source will mark all related entities, reports, and widgets as deleted as well.

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

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

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

Reports tab

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.	Button
Delete	Deletes the report.	Button
Add Report	Adds a new report.	Button

Adding a New Report with Report Builder

Click the Add Report button.

2. Enter the following information:

Report Name
Report Description
Data Source:
- 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

3. Set Report Entities. Select from the available entities. The list will vary depending on the selected data source.

4. Select Report Categories:

Client Side Report
- DMS
- Experience
- Finance
- Ledger
- Security

5. Columns

Check/Uncheck the columns to be used in the report. The number of columns changes depending on the currently selected Entity.
- A select all button is available to select all columns if desired or to unselect all.
- Only mapped entities will show in the results.

Once the information is provided, it is possible to perform actions on the data:

Join Data

It is possible to create joins between entities.

Three relationships exist between report entities to select from:

Left Outer Join
Right Outer Join
Inner Join

After selecting the type of join, select the other entity and define the condition.
To view the tooltip of what each Join means, click the Info “i” next to the join. Self-explanatory joins will not have a tooltip.

Add Filters

It is possible to select from any of the available columns to set a filter based on how the value of the column relates to another value that can be freely set.

To view the tooltip of what each filter means, click the Info“i” next to the Filter. Self-explanatory filters will not have a tooltip.

Available conditions are:

Equal to
Not equal to
Greater Than
Less than
Between
Greater than or equal to
Less than or equal to
Not less than
Not greater than
In
Not In
Starts With
Ends With
Contains
Like
Is empty
Not empty

Sorting

It is possible to add sorters to rearrange the information.
For each sorter, click the arrow to switch between ascending or descending sorting. Multiple sorting criteria can be added.
Sorting aggregations in Elastic and other data sources is now possible.

Summaries

It is possible to add summaries by selecting a metric, and then selecting a column from either of the joined entities to group by. it is possible to add multiple metrics and groupings.

Available metrics:

Count of rows
Sum of
Average of
Number of distinct values of
Cumulative sum of
Cumulative count of rows
Standard deviation of
Minimum of
Maximum of

Preview

It is possible to run a preview of the report by clicking the Preview button.

Settings tab

This tab allows setting the Visual Theme and configuring the Navigation.

Visual Theme

The Visual Theme dropdown offers three options: Basic, Litera, and CAM.

Basic: Sets a basic layout and coloration.

Litera: Sets a Litera logo, left black colored panel.

CAM: Sets the theme out of the box for CAM. This is the Default Layout.

Navigation

Once a Visual Theme has been selected, it is possible to set up the navigation as a Sidebar, or a Top tab bar.

Selecting either the Sidebar or Tob tab bar will allow the user to select the Max Number of Dashboards. By default, the number is set to 20.

The dashboards currently available in the navigation will also be displayed as a list. It is possible to rearrange the items in the list by dragging the items up or down or deleting an item by clicking on the trash can.

Selecting the Plus sign will allow users to add more dashboards to the navigation.