Performance Analytics Solution Library

The Solution Library enables you to easily install and update dashboards and visualizations for Performance Analytics content packs.

Using the Solution Library, you can install and update dashboards, widgets, reports, interactive filters, and other configuration records without impacting your indicators or indicator sources. The Solutions Library ensures that your data remains consistent. The Solution Library also enables you to update existing visualizations when you want, either individually or for an entire dashboard, instead of automatically updating the visualizations when you upgrade the instance.

The Solution Library provides a description and preview of each dashboard that you can use to identify which dashboards you want to install.

Solution Library dashboards are available for the following applications:
  • Incident
  • Problem
  • Change
  • SLA
  • Knowledge
  • Service Catalog Request

You must enable responsive dashboards to use the Solution Library.

Install a dashboard

Use the Solution Library to install a dashboard and all associated visualizations such as widgets and reports.

Before you begin

Role required: pa_admin

About this task

You can install a dashboard for the first time, or reinstall a dashboard to restore it to the default state.
Note: Reinstalling a dashboard overrides all customizations made to the dashboard or its associated records such as widgets.
To reinstall a single record from a dashboard, such a widget, without impacting other records used by the same dashboard, see Reinstall a single record.

Procedure

  1. Navigate to PA Solution Library > Solutions.
  2. Select the dashboard you want to install or upgrade.
    The dashboards provided in the Solution Library may depend on indicators, indicator sources, or other configuration records associated with data collection that are not installed by the Solution Library. To install these records, activate the plugin for the associated content pack that appears in the Plugin field.
  3. Click Install.
  4. In the confirmation window, click Install.
    The installation may take up to 30 seconds to complete after you confirm. Clicking Cancel during this time closes the confirmation window but does not stop the in-progress installation.
    After the installtion completes, the confirmation window disappears and the Installed Metadata related list is populated with the records that were installed.

What to do next

Navigate to the newly-installed dashboard to begin analyzing your data.

Upgrade a dashboard

Upgrading a dashboard installs new versions of any record used by that dashboard that have been updated. Records without new versions are not affected.

Before you begin

Role required: pa_admin

About this task

Note: Any customizations you have made to records with available updates are overwritten when you upgrade.

Procedure

  1. Navigate to PA Solution Library > Solutions.
  2. Select the dashboard you want to upgrade.
  3. Review the Solution Metadata related list.
    Records where the Update Available field is true will be upgraded.
  4. Click Upgrade.
    The Upgrade button appears only if updates are available for the current dashboard.
  5. In the confirmation window, click Upgrade.
    The upgrade may take up to 30 seconds to complete after you confirm. Clicking Cancel during this time closes the confirmation window but does not stop the in-progress upgrade.

Reinstall a single record

Reinstall a single record used by a dashboard, such as a widget, to restore that record to the default state without impacting other records used by the same dashboard.

Before you begin

Role required: pa_admin

About this task

To reinstall the entire dashboard and all associated records, see Install a dashboard.
Note: Reinstalling a record overwrites any customizations you have made to that record.

Procedure

  1. Navigate to PA Solution Library > Solutions.
  2. Select the dashboard that uses the record you want to reinstall.
  3. In the Solution Metadata related list, select the record you want to reinstall.
  4. Click Install.
  5. In the confirmation window, click Install.

Duplicate a dashboard

Duplicate a dashboard and preserve the layout, including tabs and displayed widgets.

Before you begin

Role required: pa_admin

About this task

By duplicating a dashboard you can modify or upgrade one copy without affecting the duplicate.
Note: Duplicating a dashboard does not duplicate the widgets displayed on the dashboard. You can rearrange or remove widgets from one copy of the dashboard without affecting the other. However, modifying a widget record will affect both the original dashboard and the duplicate.

Procedure

  1. Navigate to PA Solution Library > Solutions.
  2. Select the dashboard you want to duplicate.
  3. Click Duplicate Dashboard.

Activate the Solution Library plugin

You can activate the Performance Analytics - PA Solution Library plugin (com.snc.pa.solution.library) if you have the admin role. This plugin includes demo data and activates related plugins if they are not already active.

Before you begin

Role required: admin

About this task

The Performance Analytics - PA Solution Library plugin activates these related plugins if they are not already active.
Table 1. Plugins for
Plugin Description
Performance Analytics

[com.snc.pa]

Contains the core Performance Analytics functionality.

Procedure

  1. Navigate to System Definition > Plugins.
  2. Find and click the plugin name.
  3. On the System Plugin form, review the plugin details and then click the Activate/Upgrade related link.

    If the plugin depends on other plugins, these plugins are listed along with their activation status.

    If the plugin has optional features that depend on other plugins, those plugins are listed under Some files will not be loaded because these plugins are inactive. The optional features are not installed until the listed plugins are installed (before or after the installation of the current plugin).

  4. (Optional) If available, select the Load demo data check box.

    Some plugins include demo data—Sample records that are designed to illustrate plugin features for common use cases. Loading demo data is a good practice when you first activate the plugin on a development or test instance.

    You can also load demo data after the plugin is activated by clicking the Load Demo Data Only related link on the System Plugin form.

  5. Click Activate.