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ChangeBASE 6.2.2 - Prerequisites and Getting Started Guide

Dashboard

Your default version of the Dashboard depends on your user role (refer to Manage Users and Roles). However, a typical default layout provides graphical summaries of the following:

  • Platform Summary, which is used to view the platform(s) you selected using Platform Setup.
  • The License Usage, showing your license key and type, the number of applications already imported and assessed against your license, and the numbers fixed, repackaged, virtualized, and reported on. It also shows the numbers remaining to be imported and assessed, fixed, repackaged, virtualized, and reported on. If you wish to renew your license, go to License Settings. The usage encompasses all databases for which you are licensed. If you wish to add a further database, go to Database Settings.
  • The RAG Breakdown for the selected platform(s) in order of priority.

Note: Unassessed applications are shown as gray. These are typically legacy applications in the form of EXE, VBS, BAT and CMD files that can be imported for repackaging, after which they will be assessed and given regular RAG statuses.

Customizing the Dashboard

You can change the appearance of any of the graphical reports.

To customize the dashboard

  1. Right-click on the header and select Mode > Pie, Mode > Bar, or Mode > Grid as required. You also have the option to Expand the overview to the full Dashboard window.

Note: You can rotate a pie chart by grabbing it with the left hand mouse button and then rotating the mouse.

To auto-hide an individual window under a tab on the right of the screen, click . Click on the tab followed by to display it again.

To remove a window from the display, click the cross . To restore a window to the display, drag it from the Predefined list on the left of the screen, which you open by clicking on the left of the screen (click to close it again).

If you drag a window onto another, existing window, then tabs are created at the bottom of the existing window.

To use the Dashboard docking feature, pick up a summary window from its current position, and then move it until you see the docking controls. Then snap the window to the required control (left, top, right, bottom, middle, or tabbed).

TIP:

  • If you have a window available as a tab, and you want to dock it elsewhere, it is advisable to pick up the window by the individual tab, so that it sub-divides more easily - otherwise, you risk picking up the whole of the tabbed window, not just the tab you require.
  • If, after rearranging your Dashboard summaries, you want to return to your default layout, auto-hide all the summaries using the , and then restart ChangeBASE.

Predefined Window

Dashboard displays four RAG Breakdown widgets by default. If you have set up more platforms than are displayed by default, then the remainder can be dragged from the Predefined list on the left of the screen, which you open by clicking on the left of the screen (click to close it again).

Note: You cannot drag and drop a summary from the Predefined list onto an empty Dashboard area, so, if you have auto-hidden all the summaries, you first need to restore one of the hidden summaries to the display by clicking the icon. You can then drag and drop another summary onto it.

Recent Activity

The Predefined list also shows Recent Activity, which, when dragged onto the Dashboard, shows a grid of the 500 most recent actions. Events displayed include Imports, Repackaging, Fixing, Deleted issues, and Phase changes (for example, from Assess to Fix).

TIP: It is advisable to expand the Recent Activity summary to the full Dashboard window by right-clicking on the header and selecting Expand. You can also clear all the activity shown by right-clicking on the header and selecting Clear Activity.

There is a blank filter row at the top of the grid that allows you to determine the activities that appear below it. Just type in the first letters of the filter that are appropriate to the particular column below it, using the '%' wild card as required to represent any number of characters, and the activities are filtered accordingly.

  • You can also filter the items by right-clicking on any column header and selecting Filter Editor. This allows you to enter queries that determine which items are displayed.

    If you want to amend the search criteria, click on the right of the bottom row, to bring up the Filter Editor. To clear the filter, click the adjacent cross .

    The Filter Editor allows you to define exactly what you want to be displayed. Click to display new rows, and then click on the colored hyperlinks to make your selections within those rows. Click Apply to keep your selections while keeping the dialog open, or OK to keep your selections and close the dialog.

    To sort the items by a particular column, click the column header, and then again to reverse the order.

    Alternatively, right-click in the column header and select Sort Ascending and Sort Descending as required.

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