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titleGeneral

About SummitAI IT Management Suite

Signing In

Describing the User Interface

Alerts and Approvals

Viewing and Updating Your Profile Details

Global Search

Personalizing Pages

Forgot Password

Logging Out

Delegating Role

Signing In As Another User

Switching Tenant

Searching Users

Help File Conventions


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titleConcepts

Document Repository

Global Tenant

Multi-tenancy

Concurrent License Allocation

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expanded


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titleAdministrators


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titleBasic


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titleUsers

Adding Users

Viewing User List

Configuring Role Templates

Role Template Menu Configuration_GM

Role Template Other Configuration

Configuring Custom Tabs

Resigned Approver List

Viewing Switch User List

Configuring Switch User

Importing User Details Using Excel

Importing User Details from DB

Importing Active Directory User Details


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titleInfrastructure


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titleTheme Configuration

Configuring Themes

Previewing and Editing Themes


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titleSSO Configuration

SSO Configuration: OAuth

SSO Configuration : SAML

SSO Configurations: Forms

SSO Configurations: Proxy


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titleForm Builder

Form Builder

Custom Fields

Configuring Custom Fields for Customers

Configuring Custom Fields for Users


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titleCommon Masters

Configuring Common Master Types

Configuring Common Masters

Configuring Geographic Location


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titleWidgets

Configuring Widgets

Configuring Widget Tabs

Configuring Widget Reports

Configuring Widget Report Access


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titleExport/Import

Importing Configurations by Template

Exporting Configurations by File

Importing Configurations by File

Configuring Tenant

Configuring Domain

Configuring Dashboards

Configuring Application Settings

Importing Master Template

Configuring Analysts

Mapping Language Translation

Configuring Workgroups

Report Builder

Configuring Custom Scheduler

Archiving Data

Configuring Periodic Survey

Configuring Simple Mail Transfer Protocol

Configuring Web Services

External Web Service Mapping

Proxy View Admin

Viewing Proxy Server Details

Configuring VLAN

Mapping VLAN to Proxy

Configuring Digital Signature

Configuring ServiceNow


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titleWorkflow

Configuring SR Approval Workflow

Configuring CR Approval Workflow


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titleCustomers

Adding Customers

Viewing Customer List

Configuring Customer SLA Matrix

Configuring Custom Tabs for Customers


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titleVendors

Adding Vendors

Viewing Vendor List



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titleAdvanced


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titleDiscovery and Monitoring

Configuring Vendor MIBs

Discovery Configuration

Configuring Monitoring Accounts

Configuring Scripts

Configuring Scripts Based Monitoring

Configuring SNMP MIB

Configuring SNMP Based Monitoring


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titleDocuments

Configuring Standard Operating Procedures

Viewing Documents

Uploading Documents


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titleNotifications

E-mail Parsing

Configuring Mailbox

Configuring Notification Parser

Configuring Notification Templates

Configuring SMS Gateway

Configuring Voice Call Gateway

Configuring Bulletins

Configuring Alerts

Adding Master Configuration

Configuring Conference Call

Configuring Push Notifications


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titleCompliance

Configuring Compliance Profiles

Allocating Compliance Profiles

Agent Contact Information

Viewing Modifying Profile Configuration


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titleProductivity

Configuring Skills

Configuring Skill Category

Configuring Core Competency

Adding Holidays

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titleShift Management

Configuring Shifts

Allocating Shifts

Viewing Shift Roster


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titleEscalations

Configuring Auto Escalations

Configuring Manual Escalations



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titleLicense

License Usage

License Acceptance

License Monitoring

Allocating Concurrent License


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titleGDPR

GDPR

Configuring GDPR

Guide Me


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titlePassword Management

Password Management

Configuring Administrator

Configuring Security Questions

Mapping Security Questions

Configuring Keyword Message

Managing User Account

Configuring Password Expiry

Status Details Report

User Registration Details Report

Configuring Password Expiry

Password E-mail Audit Log

Creating AD Property



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titleReports and Dashboards

Viewing Reports

Creating New BI Report

Creating New BI Dashboard

Discovery Scan Error Report

Summit Audit Log for Login Accounts

SUMMIT Configuration Audit Report

Survey Report

License Trend Report

GDPR Status Report


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titleOthers

Tenant Department Customer

Configuring Auto Escalation for Incident By SLA

Configuring Auto Escalation for Incident By Time

Configuring Auto Escalation for SR by Time

Configuring Auto Escalation for SR by SLA

Configuring Mailbox

Proxy View

Configuring Vendor MIBs

Summit Audit Log for Login Accounts

Scripting


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The Administrators can configure a dashboard to display the module-based tab-wise BI reports. The configured dashboard can be accessed from the Dashboard menu of the End User Dashboard page. 

Note

Prerequisite

Ensure you enable Izenda 7, which is a prerequisite to view the Reports and Module Information. If Izenda 7 is not configured and enabled then you will not be able to view the Reports and Module Information. 

To configure a Dashboard:

  1. Select Admin > Basic > Infrastructure > BI Dashboard Configuration.
  2. The BI DASHBOARD CONFIGURATION page is displayed, click ADD NEW on the ACTIONS panel.
  3. Provide Dashboard Name, Tab Name, Background Color, Tab Order Number, and so on. and click ADD TAB
  4. Under the newly added tab, select Module, Report, Report Part, and so on. For more information about the fields on the BI DASHBOARD CONFIGURATION page see, Field Description.
  5. Click SUBMIT. A new Dashboard is added.

    DASHBOARD CONFIGURATION page
    Figure: DASHBOARD CONFIGURATION page

    Field Description

    The following table describes the fields on the BI DASHBOARD CONFIGURATION page:

    Field

    Description

    Dashboard Name

    Provide the dashboard name. This dashboard name will be displayed under the Dashboard menu of the End User Dashboard page.

    Background Color

    Select the background color. The selected background color is applied on the configured dashboard.

    ActiveIf selected, the configured dashboard becomes an available option under the DASHBOARD module on the ROLE TEMPLATE page
    Tab Configuration
    Tab NameSpecify the tab name.
    Tab OrderSpecify the tab order. The display order of the tab is depends on the tab order.
    ActiveIf selected, the configured tab becomes an available option under the DASHBOARD module on the ROLE TEMPLATE page.
    ADD TABClick ADD TAB to add the tab. You can add multiple tabs and map them to the required BI report.
    UPDATEThis button is displayed when you click the existing tab. Click to update to update the configuration for the existing tab.
    Module NameSelect the module name. Data in the further fields is populated based on the selected module.
    Report NameThe BI Reports are displayed based on the selected module. Select a BI report that you want to map to the tab.
    Report PartSelect the format of the report. E.g. Graph, Chart, Grid, and so on.
    ADDClick add button to add the configured settings.
    StyleWidth and Height of the tabs can be configured from this column. The default Width and Height ratio is as width:49% and height:280px.
    DeleteClick to delete the mapped report.

    ACTIONS

    This section explains all the icons displayed on the ACTIONS panel of the BI DASHBOARD CONFIGURATION page.

    SHOW LIST

    Click SHOW LIST to display the LIST table showing all the Tenants configured in the SummitAI application.


    Figure: DASHBOARD CONFIGURATION page: List of Dashboards configured

    Note
    titleNote:

    To edit a dashboard detail, click the configured dashboard. Make appropriate changes and click SUBMITWhen the dashboard details are displayed under the LIST table, the ADD NEW icon is displayed on the ACTIONS panel. Click ADD NEW to add a new Tenant.


To view the configured dashboard:

Pre-requisite:

    • The configured dashboards and tabs are displayed under the DASHBOARD module on the ROLE TEMPLATE page. To view  the dashboards and tabs, user must have access to these reports. To know about how to provide access using role template menu see, Role Template Menu Configuration_GM
    • Ensure that you have access to the End User Dashboard. To know about how to provide access to the end user dashboard see, Theme.
  1. On the End User Dashboard page, click the Dashboard menu.
  2. A list configured dashboards is displayed. 

    End User Dashboard page
    Figure: End User Dashboard page

  3. Select a dashboard. 


     Figure: Example screenshot


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truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents