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Building Dashboards in FM:Interact Document Release Date: 2/5/2018 Edition: 1

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Page 1: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

Building Dashboards in FM:Interact

Document Release Date: 2/5/2018

Edition: 1

Page 2: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

1 Building Dashboards in FM:Interact

Legal Notices Copyright Notices © Copyright 1994-2014 FM:Systems, Inc. All rights reserved. Confidential computer software. Valid license from FM:Systems required for possession, use or copying. Warranty The only warranties for FM:Systems products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. FM: Systems shall not be liable for technical or editorial errors or omissions contained herein. The information contained herein is subject to change without notice. Trademark Notices

• FM:Systems® is a registered trademark of FM:Systems, Inc.

• FM:Interact® is a registered trademark of FM:Systems, Inc.

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• Oracle® is a registered trademark of Oracle Corporation and/or its affiliates.

• All other brand names, product names or trademarks belong to their respective holders. Published By: FM:Systems 2301 Sugar Bush Rd. Suite 500 Raleigh, NC 27612, USA

Page 3: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

2 Building Dashboards in FM:Interact

Administrator Tasks The FM:Interact administrator, completes the following tasks to support creating content for dashboards:

• Ensure FM:Interact views and reports to be used in dashboards are permissioned to the appropriate FM:Interact roles.

• Ensure any image files to be referenced in dashboards are present in the FMInteract/images folder on the web application server.

• Ensure any HTML content files are available.

Lesson Objectives Upon completing this lesson, you will be able to:

Create dashboards for use in FM:Interact

• Create a dashboard template with a single frame

• Design a dashboard using an FM:Interact View

• Assign a dashboard as an FM:Interact Module homepage

• Create a dashboard template with multiple frames

• Design a dashboard using web parts and a report

• Assign a dashboard as an FM:Interact Role homepage

Page 4: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

3 Building Dashboards in FM:Interact

Lesson Introduction In the following activities you will be

creating dashboards for use in

FM:Interact. Dashboards are used as an

alternative to HTML pages for Role,

Module, Site or Building homepages and

can also contain FM:Interact Views and

Reports as elements.

Note This course uses the content created

in the FM:Interact – Content for

Dashboards Activity Guide. If those tasks

have not been completed the needed

HTML blocks may be found in an alternate

folder.

Process: Stage Description

1 Collect images files you will include in the dashboard content.

2 Ensure images have been placed on the web server in the appropriate directory: <Web Instance>/FMInteract/images

3 Ensure any Views or reports to be used as dashboard elements have been created and permissioned to the appropriate roles in FM:Interact.

4 Create the dashboard template with the size and element layout desired.

5 Design the dashboard, identifying the Roles that can use the dashboard and placing the desired elements into the selected template.

7 Preview and publish the dashboard.

8 Assign the dashboard to the role, module, site or building homepage desired.

What’s next? Create a dashboard template…

Page 5: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

4 Building Dashboards in FM:Interact

Activity 1: Create a dashboard

template with a single frame…

Step 1: Add a new dashboard

template 1. Login to FM:Interact as:

Username: Administrator Password: fms

2. Navigate to: System Administration -

> Manage Dashboards -> Template

Designer

3. Click: Add

4. Enter the details:

Name: 800x600 Single Frame Description: 800x600 Single Frame Width: 800 Height: 600

5. Click: OK

6. Result – a single frame 800x600

report template is created.

7. Click: Save

8. Confirm the name and description by

clicking: Save

What’s next? Design the dashboard…

Page 6: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

5 Building Dashboards in FM:Interact

Activity 2: Design a dashboard

using an FM:Interact View…

Step 1: Create a new dashboard… 1. Login to FM:Interact as:

Username: Administrator Password: fms

2. Navigate to: System Administration -

> Manage Dashboards -> Dashboard

Designer

3. Click: Create New Dashboard

4. Select the template “800x600

Single Frame”

5. Click: Create Dashboard

6. Result – the dialogue box “Select

roles for Views, Reports” is shown

Page 7: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

6 Building Dashboards in FM:Interact

Step 2: Select the roles for the

dashboard Views and Reports… 7. Select (place a check beside) the roles

Move Users.

8. Click: Save

9. Result – the dashboard designer

window is displayed.

Page 8: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

7 Building Dashboards in FM:Interact

Step 3: Place elements into the

dashboard frames… 10. Click the arrow beside FMI Views to

expand the list of available views.

11. Click the arrow beside Move

Management to expand the list of

available views.

12. Drag and drop the “New Move

Request” View from the list onto the

dashboard canvas.

13. Result – “New Move Request” is

displayed in the middle of the canvas

to show the view has been placed.

14. Click: Save

15. In the “Save Dashboard” dialogue box

enter:

Name: New Move Request

Dashboard

Description: New Move Request

Dashboard

16. Click: Save

17. Result – the “Select Roles” dialogue

box is displayed

Page 9: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

8 Building Dashboards in FM:Interact

Step 4: Select the roles that can

use the dashboard and publish

the dashboard… 18. In the “Select Roles” dialogue box

select (place a check beside) all the

roles that you want to be able to

assign this dashboard to. In this

example select:

a. Administrators

b. Move Admins

c. Move Liaisons

d. Move Managers

e. Move Planners

f. Move Users

19. Click: Save and Close

20. Result – the dashboard is displayed in

the “Dashboard Management” page.

21. Click the symbol to publish the

dashboard.

22. Result – the symbol changes to

and the dashboard is now published.

What’s next? Assign the dashboard as the

Move Module Homepage…

Page 10: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

9 Building Dashboards in FM:Interact

Activity 3: Assign a dashboard

as an FM:Interact Module

homepage…

Step 1: Assign the dashboard as

the Move Module homepage… 1. Login to FM:Interact as:

Username: Administrator Password: fms

2. Navigate to: System Administration -

> Manage Dashboards -> Assign

Dashboards -> Modules

3. Expand Move Management by click

on the plus sign.

4. Place a checkmark in the “Assign” box

for “New Move Request Dashboard”

5. Click the radio button under “Default”

to make it the default homepage for

the Move Module.

Page 11: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

10 Building Dashboards in FM:Interact

Step 2: Select the roles that will

use the dashboard and save… 6. Click the “Select Roles” button to

select the roles this dashboard will be

displayed for. Result – the “Select

Roles” dialogue box is displayed.

7. In the ‘Select Roles” dialogue box

select (place a checkmark beside) all

of the available roles (including

Administrator which is not visible in

the image here).

8. Click: Save

9. In the “Assign Dashboards to

Modules” page click: Save

10. Result – A “…assignments were saved

successfully” dialogue box is

displayed.

11. Click: OK

Page 12: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

11 Building Dashboards in FM:Interact

Step 3: Verify the new module

homepage… 12. Log out of FM:Interact

13. Login to FM:Interact as:

Username: Administrator Password: fms

14. Navigate to: Move Management

15. Result – the FM:Interact View “New

Move Request” is displayed as the

homepage for the Move Management

Module

Page 13: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

12 Building Dashboards in FM:Interact

Activity 4: Create a dashboard

template with multiple

frames…

Step 1: Add a new dashboard

template 1. Login to FM:Interact as:

Username: Administrator Password: fms

2. Navigate to: System Administration -

> Manage Dashboards -> Template

Designer

3. Click: Add

4. Enter the details:

Name: 800x600 Multiple Frames Description: 800x600 Multiple Frames Width: 800 Height: 600

5. Click: OK

Step 2: Divide the dashboard

canvas into frames… 6. Click on the dashboard… notice the

Horizontal and Vertical buttons are

now active.

Page 14: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

13 Building Dashboards in FM:Interact

7. Click: Horizontal Result – the

dashboard canvas is divided evenly

horizontally into two frames.

8. Click on the dashboard above the line.

9. Click: Vertical Result – the upper

frame is divided evenly into two

frames.

10. Click and drag the horizontal line

closer to the top of the canvas.

11. Click and drag the vertical line closer

to the left of the canvas (refer to the

image).

Page 15: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

14 Building Dashboards in FM:Interact

12. Create a Vertical partition in the

lower frame of the canvas.

13. Create a Horizontal partition in the

bottom left frame of the canvas.

14. Finally create a Vertical partition in

the middle-left frame of the canvas.

15. Click and drag the partitions until they

resemble the layout pictured.

16. Click: Save

17. On the “Save Template” dialogue box,

click: Save

18. Result – the dashboard template is

saved.

What’s next? Design the dashboard...

Page 16: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

15 Building Dashboards in FM:Interact

Activity 5: Design a dashboard

using web parts and a report…

Step 1: Create a new dashboard… 1. Login to FM:Interact as:

Username: Administrator Password: fms

2. Navigate to: System Administration -

> Manage Dashboards -> Dashboard

Designer

3. Click: Create New Dashboard

4. Select the template “800x600

Multiple Frames”

5. Click: Create Dashboard

6. Result – the dialogue box “Select

roles for Views, Reports” is shown

Page 17: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

16 Building Dashboards in FM:Interact

Step 2: Select the roles for the

dashboard Views and Reports… 1. Select (place a check beside) the roles

Everyone.

2. Click: Save

3. Result – the dashboard designer

window is displayed.

Page 18: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

17 Building Dashboards in FM:Interact

Step 3: Place elements into the

dashboard frames… 1. Click the arrow beside URL Links to

expand the list of options.

2. Drag and drop the “Add local file”

from the list onto the dashboard top-

left frame.

3. Result – “Upload File” dialogue box

appears.

4. Click: Browse and locate the file

C:\Training Files\Dashboard

Files\Content for Dashboard

Blocks\logo.html

5. Click: OK

6. Result – the html file is copied to the

FM:Interact server and the file name

appears in the frame.

Page 19: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

18 Building Dashboards in FM:Interact

7. Place remaining elements as shown

on the picture:

a. Logo.html (placed in previous

step)

b. Welcome_Msg.html

c. SpaceImage.html

d. MyLinks.html

e. USA.htm

f. 2.70 Site Utilization (Note this

is a report and is found in the

“Designer Toolbar” under

Reports->Space

Management.)

8. Click: Save Result – the “Save

Dashboard” dialogue box appears.

9. In the “Save Dashboard” dialogue box

enter:

Name: Training Homepage Description: Training Homepage

10. Click: Save

11. Result – the “Select Roles” dialogue

box is displayed.

Page 20: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

19 Building Dashboards in FM:Interact

Step 4: Select the roles that can

use the dashboard and publish

the dashboard… 1. In the “Select Roles” dialogue box

select (place a check beside) all the

roles that you want to be able to

assign this dashboard to. In this

example select:

a. Administrators

2. Click: Save and Close

3. Result – the dashboard is displayed in

the “Dashboard Management” page.

4. Click the symbol to publish the

dashboard.

5. Result – the symbol changes to

and the dashboard is now published.

What’s next? Assign the dashboard as the

Administrator Role Homepage…

Page 21: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

20 Building Dashboards in FM:Interact

Activity 6: Assign a dashboard

as an FM:Interact Role

homepage…

Step 1: Assign the dashboard as

the Administrators Role

homepage… 1. Login to FM:Interact as:

Username: Administrator Password: fms

2. Navigate to: System Administration -

> Manage Dashboards -> Assign

Dashboards -> Homepage

3. Expand Administrators Role by click

on the plus sign.

4. Place a checkmark in the “Assign” box

for “Training Homepage” dashboard.

5. Click the radio button under “Default”

to make it the default homepage for

the Administrator Role.

6. Click: Save

7. On the Save dialogue box click: OK

Page 22: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

21 Building Dashboards in FM:Interact

Step 2: Verify the new Role

homepage… 8. Log out of FM:Interact

9. Login to FM:Interact as:

Username: Administrator Password: fms

10. Result – the “Training Homepage”

dashboard is displayed as the

homepage for the Administrators

Role.

Page 23: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

22 Building Dashboards in FM:Interact

Notes:

Page 24: Building Dashboards in FM:Interact...3 Building Dashboards in FM:Interact Lesson Introduction In the following activities you will be creating dashboards for use in FM:Interact. Dashboards

23 Building Dashboards in FM:Interact

Notes: