Dashboards and partitions

If you are administering dashboards in a multi-partition environment, read this section to understand how multiple partitions affect dashboards.

See Partitions and security management for information about how to set up partition membership for users.

In a multi-partition environment, a user can view or administer only those dashboards associated with the partition to which the user belongs.

When a dashboard administrator creates a dashboard, the following partition-related rules apply.

Any dashboard that is created is available only to members of the same partition as the user who created it.

Only those pre-defined portlets that are enabled in the partition to which the administrator belongs are available for inclusion in the dashboard.

Only groups and users assigned to the same partition as the administrator are available for assignment to the dashboard.

When you have multiple partitions configured, the procedure for setting up dashboards is as follows.

1.	Before working with dashboards, associate one or more groups with each partition, and assign the appropriate users to each group.

Only the platform_admin user, or another user with the PlatformAdminRole permissions can perform this task.

See Chapter 4, "Managing Security in IBM® EMM" for information about these tasks.

2.	For each partition, ensure that at least one user has the Administer Dashboards permission, and make a note of these user names.

The Marketing Platform AdminRole role has this permission by default, but you might want to create a role with more restricted access for dashboard administrators. These dashboard administrators can administer all dashboards within their partition.

3.	For each partition configured in your system, do the following.

a.	Use an account that is a member of the partition and that can administer all dashboards in a partition to sign in to IBM® EMM.

Refer to the list of users you created in the previous step.

b.	On the Settings > Dashboard Portlets page, enable pre-defined portlets as needed.

See Ativando ou Desativando Portlets Predefinidos for details.

c.	On the Dashboard Administration page, create the needed dashboards and add portlets.

d.	For each non-global dashboard, assign users who can view the dashboard.

You can assign individual users or groups to the dashboard.

e.	For each dashboard, assign one or more users as dashboard administrator.

See the remainder of this chapter for detailed information about performing these tasks.