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Dashboard Packs

Catherine
  • Updated

Dashboards and perspectives are bundled into dashboard packs, to provide customized views of your data.

  • On disk, dashboard packs are a collection of JSON files, one for each dashboard and perspective.
  • You can personalise any dashboard or perspective from a dashboard pack by editing them.
  • Key dashboard packs are imported when SquaredUp is installed to get you started.

Dashboard Pack Upgrades

When you upgrade to SquaredUp v4.6 onwards any upgraded dashboard packs will be imported.

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If you haven't made any changes to the built-in dashboards or perspectives then they will be upgraded automatically.

If changes have been made to the built-in dashboards or perspectives then you will be shown a Conflicts Detected page when logging in to SquaredUp.

Conflicts Detected

The Conflicts Detected screen is shown if you have modified any dashboards or perspectives for which there are updated copies.

Modified dashboards or perspectives

If you have modified any dashboards or perspectives and there is an upgrade available for them then you will be asked which copy you want to keep. You can also choose to keep both copies.

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Select the copy or copies you want to keep, then click next.

If you are unsure how to resolve a conflict you can click skip and come back to it later. If you don't resolve a conflict, then your existing copy remains visible and users won't see the new copy until the conflict is resolved.

You can return to the Pack Upgrade Conflicts Detected page any time by clicking on the notification from the right-hand menu ☰ > notifications. If you have dismissed the notification it will be in Dismissed Notifications at the bottom of the page. Or you can browse to https://<SquaredUpURL>/upgrade/conflict.

If a dashboard has previously been enabled for Open Access, it will retain this setting regardless of which copy you keep.

Deleted dashboards or perspectives

If you have deleted a dashboard or perspective, and there is an upgrade available for it, then you will be asked whether you want to add the new copy or not.

If you don't want to add the new copy then you can just click next.

If you want to add the new copy select it and then click next.

Troubleshooting Dashboard Packs

The first thing to do if you are experiencing any issues with dashboard packs is to force a reload of all dashboard packs:

In SquaredUp click on the top right hand menu ☰ > system > dashboards then click the reload button at the bottom of the dashboards page.

A dashboard or perspective is missing and listed as invalid

The dashboard or perspective may be missing from the navigation bar following an upgrade or dashboard migration, and listed as invalid on the dashboard packs page. This can occur when the dashboard is derived from a dashboard ID which doesn't exist. Follow the steps below to resolve this issue:

  1. On the SquaredUp server, open the squaredupv4 folder:

    For an Azure Marketplace deployment the squaredupv4 folder will typically be located at F:\squaredupv4.

    For an install using the downloadable installer the default location is C:\inetpub\wwwroot\SquaredUpv4, but a custom location may have been chosen during the installation.

  2. Browse to the \user\packages folder and locate the dashboard or perspective. Published dashboards and perspectives are in the everyone folder, and dashboards in a Team Folder will be in a folder of the same name.
  3. Open the JSON file you require from either the dashboards or perspectives folder.

  4. Scroll to the end of the file and change the derivedFrom ID to be all zeros:

    "derivedFrom": "00000000-0000-0000-0000-000000000000"

  5. Save the file.
  6. Open SquaredUp in your browser.
  7. From the right-hand menu ☰ click on system and then on dashboards.
  8. Click the reload button at the bottom of the page.

If you have any queries please contact SquaredUp Support.

Reloading dashboard packs

To reload all dashboard packs and content from disk follow the steps below:

  1. Open SquaredUp in your browser.
  2. From the right-hand menu ☰ click on system and then on dashboards.
  3. Click the reload button at the bottom of the page.

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