Dashboards upgrade information

Dashboards upgrade information for the Istanbul release.

Enable Responsive Dashboards

To use Responsive Dashboards, both the Responsive Dashboards and Responsive Canvas plugins need to be active.

  • If Responsive Canvas was enabled in Helsinki, Responsive Dashboards functionality is enabled on upgrade to Istanbul. After upgrade all dashboards are responsive, including dashboards that were not responsive during Helsinki.
  • If Responsive Canvas was not enabled in Helsinki, Responsive Dashboards functionality is not enabled on upgrade to Istanbul. The plugins are activated by default, but the glide.cms.enable.responsive_grid_layout system property is set to false. To enable Responsive Dashboards, set this property to true.
Note: If the glide.cms.enable.responsive_grid_layout does not exist or if it exists and is set to true, Responsive Dashboards functionality is enabled.

If you are upgrading from a release prior to Helsinki, Responsive Dashboards functionality is not enabled on upgrade to Istanbul. The plugins are activated by default, but the glide.cms.enable.responsive_grid_layout system property is set to false. To enable Responsive Dashboards, set this property to true.

Review dashboard layouts after enabling responsive canvas

During conversion to responsive canvas, the layout of dashboards may slightly change. Highly customized dashboards may have significant changes, such as different widget layouts. After upgrade, review each dashboard for changes and adjust its layout as necessary on the drag-and-drop canvas.

Migration of permissions

For releases prior to Istanbul, Performance Analytics roles were required to view and edit dashboards. Starting in Istanbul, dashboards use a new permissions system and Performance Analytics roles are no longer required to view or edit dashboards. To ensure that access to existing dashboards remains the same after migration, the following roles are added to a dashboard or its group during migration to the Istanbul: permissions:
  • pa_viewer
  • pa_admin
  • pa_power_user

These roles are typically added directly to the dashboards they apply to. However, when no role permissions are defined for the dashboard or the group a dashboard belongs to, the pa_viewer view permissions is applied to the dashboard group. (pa_power_user and pa_admin roles are still applied to the dashboard.)

Also, during upgrade all existing dashboards are configured to require the pa_viewer role to view with the Restrict to role field on the dashboard properties form. This restriction provides an extra layer of security.