Dashboard

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

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.

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

  1. 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

  1. After selecting the type of join, select the other entity and define the condition.

  2. 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.

  1. 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

 

  1. It is possible to add sorters to rearrange the information.

  2. For each sorter, click the arrow to switch between ascending or descending sorting. Multiple sorting criteria can be added.

  3. Sorting aggregations in Elastic and other data sources is now possible.

Summaries

 

  1. 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

  1. 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.

 

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

 

  1. 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.

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

 

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