Dashboard

Dashboard enables you to view graphically, how the application is used within an enterprise. You can view reports, metrics and key performance indicators (KPIs).

Note: If you have configured Control Panel and you are unable to update the settings in Process Runner Excel Add-in, contact your Control Panel administrator. For more information about how to edit the settings in Control Panel, see Innowera Control Panel Help.

To connect to an Dashboard instance

  1. In Process Runner Excel Add-in, select Tools > Options. The Options window is displayed.
  2. On the Enterprise Settings > Dashboard tab, select Enable Dashboard. The options in the window are available.
  3. Optionally, select Copy from EShare. The configurations of the EShare tab are copied to the Database Setting of Dashboard tab.

    Note: Copy from EShare is available only when EShare in the Tools > Options> Enterprise Settings window is selected.

  4. If you select Import Configuration Details, specify the path of DashboardConfig.icf file to configure Dashboard in Process Runner Excel Add-in. The configuration information about Dashboard is displayed in the different boxes of Database Setting or Service Setting.

    Note: You must get DashboardConfig.icf file from your Dashboard administrator.

  5. If you select Database Configuration in Connection Type, enter the following details:
    • Database Server name or IP: Indicates the host name or IP address where Dashboard is installed. Specify the port number if you are not using the default value of 1433 by including a comma after the IP address or host name. For example, 199.xx.yy.xxx, 11111
    • Database Name: Indicates the name of the Dashboard database.
    • Authentication Mode: Indicates the authentication mode that must be used to connect to Dashboard. For SQL Server Authentication, user name and password are also required.
    • Connection Timeout: Indicates the time to wait while trying to establish a connection before terminating the attempt and generating an error.
  6. If you select Service Configuration in Connection Type, enter the following details:
    • URL: Indicates the server URL of the Dashboard instance.
    • Use Default: Indicates that the default credentials are used to sign into Dashboard. The User Name and Password boxes are not available for this option.
    • User Defined: Indicates that the domain name and password are used to sign into Dashboard. Ensure that you get the domain credentials from your administrator.
  7. Select Test Connection. The configuration details are verified.
  8. In Upload Timing, select one of the following options:
    • Manually: Indicates that the records are uploaded manually.
    • End of Each Run: Indicates that the record are uploaded automatically after the successful run of the Process file.
    • On Exit: Indicates that if an error occurs in the first collective run file during execution, then Process Runner logs the error in a log file and continue the run of other files in the collective run.
  9. Optionally, to upload only the new records and therefore eliminate replication of the records, select Upload New Records Only.
  10. Select Apply > OK. The changes are saved.

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