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Configure Global Dashboard, Calendar, and Visualization Settings

Use the Dashboards, etc. page in the CSM Administrator System Settings window to configure a Global default:

Good to know:

To configure Global Dashboard, Calendar, and Visualization settings:

  1. In the CSM Administrator main window, click the Settings category, and then click the Edit System Settings task.

    CSM Administrator Settings Page

  2. Click the Dashboards, etc. page.

    Global Dashboards, Calendars and Visualizations

  3. Select an OOTB Dashboard:
    1. Click the Dashboard button Dashboard Button to open the Dashboard Manager, and then select an existing Dashboard or create a new Dashboard to use as the system default.
  4. Select an OOTB HUD:
    1. Click the Dashboard button Dashboard Button to open the Dashboard Manager, and then select an existing Dashboard or create a new Dashboard to use as the OOTB HUD.
  5. Select an OOTB Dashboard theme:
    1. In the drop-down menu, select a Dashboard Theme that will apply to all Dashboards in the system.
  6. Select an OOTB Calendar:
    1. Click the Calendar button Calendar Button to open the Calendar Manager, and then select an existing Calendar or create a new Calendar to use as the default.
  7. Select an OOTB Visualization:
    1. Click the Visualization button Visualization Button to open the Visualization Manager, and then select an existing Visualization or create a new Visualization to use as the default.
  8. Click OK.

See Also

Configure Global System Settings

Configure Global Search Settings

Configure Global Display Settings

Configure Global Catalog Settings

Configure Global Rich Text Settings

Configure Global Record Locking Settings

Configure Global Help Settings

Configure Global Advanced Settings