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  1. #1

    Default customize DashBoard

    Hi All,
    Can yiu please help me the step to customize Dashboard,charts and the administration of Portal.

  2. #2
    Join Date
    Mar 2006
    Posts
    683

    Default Re:customize DashBoard

    I'm interested in this too, though I have just started looking at. But to customize the dashboard that is currently there, depending on your install. Assuming PCI, pentaho-samples, samples, dashboard...

    Perhaps some of the guru's from the pentaho team might be able to lend a hand.

    I have also been looking at understanding the jboss portal that they are using.

    It's probably not much help but it's my 2cents.

    Nic
    Try not to have too much fun.
    - - - -
    Nic Guzaldo
    That guy who shows up here
    and there

  3. #3
    Join Date
    Nov 1999
    Posts
    579

    Default Re:customize DashBoard

    Assuming you're using the PCI, have you tried using google? Look for

    JBoss Portal Customization

  4. #4
    Join Date
    Mar 2006
    Posts
    683

    Default Re:customize DashBoard

    Marc,

    Yep that's what I have been doing to start my understanding of the JBOSS portal as well as actually looking at the JBOSS portal doc on JBOSS's website. So it looks like i"m on the right track... oh yeah.. too bad this keeps getting put on the back burner but it wont when I get there and need to do it for the deployment which should be later this week,

    Thanks,

    Nic
    Try not to have too much fun.
    - - - -
    Nic Guzaldo
    That guy who shows up here
    and there

  5. #5
    Join Date
    Mar 2006
    Posts
    683

    Default Re:customize DashBoard

    I figured I would come back here and report what I have discovered about customizing the dashboard or anypart of the jboss portal.

    BTW I'm using SDK 1.1.6

    First off you will need to create you xaction, filters, reports, widgets, etc. that you are going to use in the dashboard.

    Then you need to read the session and filter documentation from the download links.

    Now your ready to start the process.

    you'll need to define your portlet in SDK/pentaho/server/pentaho/WEB-INF/portlet.xml

    then you'll need to create and instance of it through the portal so do the following:

    Log into the portal with admin/admin then hover over the Portals link were you'll see two other option pop up you'll want to select the 'default'

    the default might look a bit different so set the Portal theme to /pentaho-portal-layout and it'll look better.

    Click the 'management' link in the pages portlet above where you set the theme at.

    you'll get the management Portlet in the center now with three links
    "Portal" "Instances" "Portlet"

    you'll want to select the portlet link
    now find you defined portlet and click it
    something will now appear on the far right whith a button "Create Instance" Enter a name into the Text Box like myPortletInstance and click the creat button.

    Now you have created your instance of the portlet if your portlet was not in the list you defined something wrong and you'll need to go back and redefine it.

    now that the instance is made you can view it under "Instances"
    It's id would be myPortletInstance and you can permissions for it here for the different roles defined.

    So now it'e runnng and you have an instance of it. The fun part is placing it on a portal page.

    Select "Portal"
    Dill down to "[07]Dashboard" and you'll see it already has 5 portlets defined in it which you can distory by selecting and clicking destroy. Click the Dashboard and you'll get some interesting looking stuff on the far right.

    Here you need to select the Instance of the portlet you create in the drop down box and enter a name for it in the text box then under the part of the page you want it to appear click the "Create instance" button under it.

    B>I>N>G>O your on your way to customzing the dashboard.
    you'll need to read the suggested reading to understand how to get the portlets talking to each other.

    So to sum this up.
    1. create what you are going to use as a portlet
    2. define portlet in the portlet.xml file by web.xml
    3. start/restart server/App
    4. create instance in admin panel of portal under "portlet"
    5. set permission for portlet in "instances"
    6. add portlet to portal page in "portal"

    That should help people get sort of understanding of how t customize the dashboard/portal.

    It's really not too tough. See other portlet examples in the portlet.xml file for more properties as well.

    This is just a start not a finite guide, but it should help.

    Have a nice day and please drive through,

    Nic

    PS to the pentaho guys or ANYone that has already done the such please add comments about missed steps, details and comments.
    Try not to have too much fun.
    - - - -
    Nic Guzaldo
    That guy who shows up here
    and there

  6. #6
    Join Date
    Mar 2006
    Posts
    683

    Default Re:customize DashBoard

    Using the SDK

    with quite abit more digging into the dashboard seen I came to discover answers to some questions as well as found more questions.

    First of which is where do the files that get compiled to create the pentaho-object.xml file in the jboss-portal.sar/pentaho-portets.war/WEB-INF/????????????

    this is why when you make changes to the portal pages and then reload the application the changes are gone. b/c that file is reloaded and redefines the portal pages back to default.

    Some of the other things I discover in regrads to building a dashboard in Jboss portal. Is that the "filter" is used to store variables in session based on user interaction that are used in the jfreereport-reports-test1, headcount_actual, and headcount_variance for it's xaction inputs that come from session.

    the widget grid defined in the portlet.xml uses budgets.widgetgrid.xml and binds to the widget budgetvariance.dial.xml to it so it know's how to repersent the info from headcount_variance. Also defined in the portlet.xml is the drill-url which is used to fwd to the pivot table.

    the PieChart-Example portlet defined in the portlet.xml uses the budgets.piechart.xml to define how it handles the info from headcount_actual and is linked to a drill-url to fwd to the pivot table via that definition.

    and jfreereport-reports-test1 gets it's drill-url from the report definition file (check out the advanced reporting guide) to fwd to the pivot table.

    the bit that is confusing is that where each portlet get's it's info from.

    I think this might help other to understand how complex getting the bashboard to actual interact with pentaho using jboss portal.

    So to sum it up you'll need to define your portlets in portlet.xml and then add drill-urls and dial binds approperiately to your charts and widgets. These charts and widgets are based off of information gerentated from the xactions output variables that the chart and widget is defined to used. then to get reports into the mix you'll need to add a name for the element URL-Field and it's supporting functions. Then Define the layout of the portal page in pentaho-object.xml.

    I probably left out some steps but this should help someone get on their way to building a interactive dashboard.

    One more question is when I try to define my filter and place it in the portal page it doesn't show anything just a blank portlet, what could cause this? This could be b/c it was not fully implemented at the time.

    I hope this helps someone, b/c it helped me get a better understand of what was going on.

    Nic

    P.S. I used bold to draw attention to my question b/c the probably would easily get over looked. Applogies if it offened anyone.
    Try not to have too much fun.
    - - - -
    Nic Guzaldo
    That guy who shows up here
    and there

  7. #7
    Join Date
    May 2006
    Posts
    8

    Default Re:customize DashBoard

    Hi guzaldon,

    Steps provided by you is of great help, I could customize portal pages into existing portal with the help of same.

    I also have few questions.

    1) How to create a new portal in JBoss Portal Server?
    2) When I add a new portlet instance portal page, in works fine till I restart pentaho demo. When I restrat pentaho demo, changes made are getting lost.
    3) I am new to Portlets, if somebody can suggest steps to create portlets and deploy it in JBoss server, it would be of great help.

    I am in the process of working on creating new portlets and using it in portal page. I will keep all you guys posted on porgress.

    guzaldon, I think both of us are going in the same direction and can help each other, let us keep in touch.

    Regards,
    Vikram.

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