Dashboards can be made available as Open Access (Open Access) for anyone to view without the need to log in to Dashboard Server.
Perspectives cannot directly be made available as Open Access, but this is possible by using a pinned perspective (see ).
Who can publish dashboards via Open Access?
Only administrators have permissions to make globally viewable dashboards available as Open Access.
Users with author or owner permissions on a Team Folder (see Team Folders) can make dashboards within that Team Folder available as Open Access. Any dashboard shared as Open Access will potentially be viewable by anyone, and viewing will no longer be controlled by the Team Folder permissions.
This article covers:
The Open Access navigation bar is visible to anyone, and allows them to view any Open Access dashboard which has been added to it (jump to How to add a dashboard to the Open Access navigation bar).
You can choose not to use the Open Access navigation bar, and just create Open Access URLs (jump to How to create an Open Access URL).
The Open Access navigation bar is shown at the top of the screen for all Open Access dashboards, even if they themselves have not been added to the Open Access navigation bar.
When using the Open Access navigation bar, dashboards can be accessed from
SquaredUpServer is the server where Dashboard Server is installed.
The SquaredUp logo takes you to the default Open Access page, which is the first on the navigation bar. The sort order of the pages on the navigation bar can be changed from the right-hand menu ☰ > system > Open Access.
Open Access dashboards in Community Edition default to dark theme
You can decide if you want Open Access dashboards to be viewed in dark theme or light theme. This is a global setting which controls the theme for all Open Access dashboards and all users who navigate to any of the Open Access URLs will be affected by this setting.
Go to the top right-hand menu ☰ system > Open Access.
Toggle the dark theme button to on or off.
When the dark theme button is set to off, all Open Access dashboards are viewed in light theme. When it is set to on, all Open Access dashboards are viewed dark theme.
The Open Access theme setting is different to the individual user personalisation theme setting (see Theme Personalisation).
Go to the dashboard or pinned perspective you want to create an Open Access URL for.
Note: If you want to create an Open Access URL for a pinned perspective, you need to be on the pinned perspective, not a general perspective that is not pinned. You can make sure you are on the pinned perspective by clicking on the name of the pinned perspective on the navigation bar. If you are on a perspective that is not pinned, you'll see a message that this perspective needs to be pinned first.
Make sure the dashboard or pinned perspective is already published. If it is still a draft, publish it first.
Click on the share this dashboard button. If you can't see the button, check if you are still in edit mode since this button is only visible when you are not in edit mode.
You'll see the following sharing options:
In the Open Access section toggle the enable open access button to on.
You will see the message 'Preparing your Open Access dashboard, please wait' and a thumbnail of the dashboard itself:
Click preview to view the dashboard in Open Access mode.
The dashboard is given an Open Access URL and enabled for Open Access. You can now distribute the URL, use it in Sharepoint etc.
Creates a link to the dashboard or perspective as a fully interactive version. Accessing the dashboard or perspective requires authentication with a Dashboard Server user licence. The link is based on the dashboard's or perspective's ID and does not change when the dashboard or perspective is renamed.
Normal: Just the URL based on the ID.
Full-screen:The URL based on the ID, but with
Embed: The URL based on the ID, but with
If the URL already uses a
The Open Access feature allows you to easily share your dashboards throughout your organization. It creates an Open Access version of an individual dashboard that can be accessed without authentication via an Open Access URL. Since there's no need to log in to view an Open Access dashboard, they don't consume Named User licenses and you can share those dashboards with everyone, even if they are not a Dashboard Server user.
Open Access doesn't change anything about the original dashboard, authenticated users can still access it via the normal URL and will work as you'd expect.
How do Open Access dashboards work?
An Open Access dashboard is a less interactive version of the original dashboard.
Less interactive means users can hover to see graph figures and labels, but when they click to drill down to further data they will have to log in.
After a dashboard is updated the changes are shown on the Open Access dashboard when it next refreshes, usually in 60 seconds.
The timeframe of a tile defines the period of time data is returned for, for example "show me data for the last 24 hours".
There are two aspects that influence the timeframe of a tile:
The timeframe configuration in the tile.How is the timeframe in tiles configured?
How a tile's timeframe is configured depends on the type of tile:
Some tiles, like the Azure Log Analytics tile, have a panel in the tile's configuration where you can set the timeframe. How the timeframe is configured is described in the individual tile's article.
Other tiles, like the Splunk tile, don't have a dedicated timeframe panel but you can specify a timeframe in the query or script the tile uses to return data. How to use timeframe in the tile's query or script is described in the individual tile's article.
Other tiles, like the Image tile, don't use any timeframe since the data for those tiles doesn't need a timeframe.
The current page timeframe of the dashboard you are looking at. This only affects tiles that use the page timeframe in their configuration.What is the page timeframe?
The page timeframe is the timeframe setting a dashboard is currently using. When a user changes the page timeframe, all tiles that use the page timeframe will adapt to the new timeframe. Tiles that don't use the dynamic page timeframe aren't affected and won't change.
Since users can't change the temporary page timeframe on Open Access dashboards you have to change the default page timeframe to change the timeframe for tiles that use the page timeframe.
The default page timeframe affects two areas:
Within Dashboard Server, it decides which timeframe a dashboard uses when a user goes to the dashboard. Tiles that use the page timeframe according to their settings (not a fixed, specific timeframe) will use the default page timeframe every time the dashboard or perspective is opened. Users can change the page timeframe temporarily while they are on the dashboard, but their setting will only last until they leave the page. Their setting will only affect their view of the dashboard, not other users' views.
On Open Access dashboards, tiles that use the page timeframe according to their settings always use the default page timeframe.
Settings for the default page timeframe
Since Dashboard Server 5.3 you can change the default page timeframe for dashboards. Changing the default page timeframe of a dashboard will affect this individual dashboard and it's Open Access representation.
Note: The system-wide default page timeframe is "last 12 hours" for any Dashboard Server installation, but you can change this setting since Dashboard Server 5.3. This will affect all dashboards (including Open Access dashboards) that don't have an individual default page timeframe setting.
Note: If you are sharing the dashboard via Open Access, these changes will also affect the Open Access dashboard.
Go to the dashboard you want to change the individual default page timeframe for.
On the dashboard, click the edit button
Click the settings button.
Choose the new default timeframe under Default timeframe.
Click on the publish button to make the changes go live.
Note: This setting affects all dashboards (including Open Access dashboards).
On the SquaredUp server, run Notepad as administrator (Start, Run, type
notepad, and then right-click and select Run as administrator).
In your Dashboard Server folder, go to
\User\Configurationand find the
extensionpacks.jsonfile.Where to find the Dashboard Server folder
Name of the Dashboard Server folder
The name of the Dashboard Server folder is
SquaredUpvfollowed by the
product version number.
Location of the Dashboard Server folder
If you deployed Dashboard Server via the Azure or AWS Marketplace:
The default location for the Dashboard Server folder is
For example, for SquaredUp Dashboard Server v5 the default location is
If you installed Dashboard Server using the installer:
The default location for the Dashboard Server folder is
C:\inetpub\wwwroot\SquaredUpv[Version Number], but a custom location may have been chosen during the installation.
For example, for Dashboard Server v5 the default folder location is
extensionpacks.jsonfile and add the property
default-timeframewith the value for your new default page timeframe for all your dashboards and perspectives.
Example for a default timeframe of 24 hours:Copy
Possible values for the
Save the json file.
Recycle the Dashboard Server application pool.
The Open Access navigation bar is only visible when you are viewing an Open Access dashboard. It is a different navigation bar than the one you see within Dashboard Server. You can define which dashboards are shown in the Open Access navigation bar, but you can only define one Open Access navigation bar. This means that as soon as someone has access to one Open Access dashboard, they also have access to all other Open Access dashboards that are on the Open Access navigation bar.
Browse to the right-hand menu ☰ > system > Open Access
In the Navigation Bar section click on the plus button:
Start typing the name of the dashboard you wish to add to the Open Access navigation bar. Dashboard Server will return all dashboards matching the text you have typed.
Select the dashboard you're looking for and it will be added to the Open Access navigation bar. If the dashboard was not already enabled for Open Access mode it will be enabled and the message 'Preparing your Open Access dashboard, please wait' will be shown.
To create a folder on the Open Access navigation bar, type a name that does not match a dashboard and a folder will be created. You can then drag dashboards into the folder.
Browse to the right-hand menu ☰ > system > Open Access
Dashboards which are enabled for Open Access are listed and you can click remove to stop a dashboard being available in Open Access mode.
If you stop a dashboard being available in Open Access mode and later re-enable it then the dashboard will be given the same Open Access URL that it had previously.
We recommend rerunning the generate option for the Open Access dashboard experiencing problems.
For more information see Troubleshooting Open Access
- Users of Open Access dashboards can hover to see graph figures and labels, but will be presented with a logon box if they click to drill down for more information.
If I share a dashboard within a Team Folder as Open Access will it still be controlled by the Team Folder permissions?
No. If you share a dashboard within a Team Folder (see Team Folders) as Open Access by enabling Open Access URL, this dashboard will potentially be viewable by all users, and viewing will not controlled by the Team Folder permissions.