Endpoint Management Dashboard Reference

1.0 Overview#

The dashboard feature provides a comprehensive snapshot of key indicators, so you can quickly assess the overall health and compliance of devices in your zone. Using dashboards, you can drill down to further areas of interest.

The Endpoint Management dashboards enable you to view information related to the status of devices and patches within the zone, and perform the required actions.

The dashboards include multiple individual components called dashlets. Each dashlet consists of multiple filter components using which you select to view only a subset of the data. The filter components vary based on the dashlet. You can also initiate actions directly from the respective dashlets (when expanded) such as refresh, delete, unregister, unenroll, reset and send messages.

Navigating to the Dashboard Page:
Interactive Options:

1.1 Navigating to the Dashboard Page:#

The dashboards can be viewed in the Device Dashboard page and in the Home Dashboard page.

To go to Home Dashboard page: Log into Endpoint Management Console, click Home and then click Dashboard.

The Home Dashboard page displays all the dashlets available in Endpoint Management.
To go to Device Dashboard page: Log into Endpoint Management Console, click Devices and then Click Dashboard.

The Device Dashboard page displays all the dashlets related to devices.

1.2 Interactive Options:#

Following are some of the interactive options available in the Dashboard page:

Icon	Action
Expanding the dashlet	To expand a dashlet, you can just click the dashlet.
	To pin the dashlet to dashboards. You can either pin it to the Home, Device, Security or Patch dashboards. When the dashlet is unpinned, it will be removed from the dashboard canvas and added back to the canvas when they are pinned. To pin the dashlet back to the dashboard canvas, click .
	To delete the dashlet from the dashboard. Only custom dashlets can be deleted.
	To refresh the dashlet. When you refresh a dashlet, latest data will be retrieved from database and displayed in the dashboard.
	To display more options such as Pin, Refresh, or Delete.
	To collapse the expanded dashboard.
	To save the dashlet. The default dashlets cannot be saved, but the modified dashlet can be saved using the Save As option.
	To save the dashlet as a custom dashlet.
	To export the grid data into a CSV file.
	To view all the available chart styles.
	To display the data in a pie chart.
	To display the data in a donut chart.
	To display the data in a bar graph.
	To display the default and customized dashlets that can be pinned to the dashboard. The dashlet will be removed from the list after pinning it to the dashboard canvas and added back if unpinned from the dashboard canvas.

2.0 Dashboards#

Device Dashboard

2.1 Device Dashboard#

The device dashboard is an at-a-glance summary of various device statuses in a zone. The device dashboards can also be used as a tool to drill-down to further areas of interest. You can also initiate actions directly from the respective dashlets (when expanded) to perform actions such as refresh, verify last update, send message, delete, unenroll, and unregister.

A brief description for each default device dashlet is provided below. Click the dashlet link for more detailed information about that dashlet.

Device Distribution: Displays the number of devices available in the zone. Mouse over different sections of the chart to see the number of devices in a device type (workstation or servers devices), or expand the dashlet for more options.
Device Last Contact: Displays the number of devices that contacted the server. The displayed data is filtered based on the device contact time. Mouse over different sections of the chart to see number of devices that contacted the server at that particular interval, or expand the dashlet for more options.

Device Distribution#

Device Distribution is one of the default dashlets available in Endpoint Management. This dashlet displays all the devices that are available in your Management Zone.

Viewing the information in the default configuration might initially help you to determine how to best configure the dashlet for your organization’s needs by asking questions such as:

Do I want to identify all the device types in my zone or do I want to view information specific to a particular device type?

For example, workstations or servers devices.
Do I want to view device information based on a particular operating system?
Do I want to initiate a particular action on a device based on the device state?

Modify the data displayed: To configure the data that the dashlet displays, expand and modify any of the sections in the dashlet configuration panel. After modifying the required filters, apply your changes. The filter includes:

Device Folders: In this filter, you can select the required device folders.Select Include Subfolders to include folders within the selected folders.
Device Groups: In this filter, you can select the required device groups.
Device Type: In this filter, you can select the required type of device. The available options are Servers and Workstations.
Operating System: In this filter, you can select the operating system installed on the device. This is a dynamic filter, based on the selected Device Folders and Device Groups, the filter details are populated.
Agent Version: In this filter, select the required version of the Agent. This is a dynamic filter, based on the selected Device Folders and Device Group.
Status: In this filter, you can select the status of the device. The available options are Active, Lost and Retired.

Group the data displayed: To group the data and stack it in the chart, select the required options from the Primary Grouping and Secondary Grouping fields. The data can only be displayed as a bar graph.

Following are some of the fields that are displayed:

Field	Description
Device	Displays the name of the device.
Type	Displays the type of the device. Device type can be Server or workstation
Platform	Displays the platform of the device. Platform can be Windows.
Operating System	Displays the operating system on which the device is operating. Operating system includes version.
Agent Version	Displays the version of the agent installed on the device.
Folder Path	Displays the folder path in which the device is located.
Last Contact	Displays the date on which the device last contacted the server.
Status	Displays the status of the device. The status can be Active or Lost.
User	Displays the name of the user who logged into the device.
Last Full Refresh	Displays the date on which the full refresh was performed on the device.
Department	Displays the name of the department to which the device belongs.
Site	Displays the name of the site.

For information about the other actions and options that you have in the Device Details panel, see the following table:

Task	Description
Refresh	This action refreshes the device so that any pending actions can immediately take place on the device.
Delete	This action deletes a device from the zone.
Refresh Policies	This action refreshes the devices so that any pending policy will flow down to the device.
Unregister	Unregisters the device from the Management Zone.
	Click the hamburger icon to show or hide a column from the Device Details panel.
Search/Filter	You can filter the data displayed in the table by specifying the device name or the user name in the search field.

NOTE:These quick tasks might not be applicable to all devices.

Device Last Contact#

Device Last Contact is one of the default dashlets available in Endpoint Management. This dashlet graphically represents when the device last contacted the server. By default, all devices that contacted the server are displayed based specific time filters.

Viewing the information in the default configuration might initially help you to determine how to best configure the dashlet for your organization’s needs by asking questions such as:

Is there a particular device or device type that I want to track to identify when it last contacted the server?
Do I want to identify when the device last contacted the server, within a particular duration?

Modify the data displayed: To configure the data that the dashlet displays, expand and modify any of the sections in the dashlet configuration panel. The filters include Device Folders, Device Groups, Device Type, Platform, Server Type, Management Type, Operating System, Agent Version and Status. After modifying the filter, apply your changes.

Filter the data displayed: To filter the data based on time, select and modify the relevant options. These include:

Time Filter	Option	Description	Additional Information
Up to	Days	This includes the time lapsed from now till 0:00 hours of the specified day. For example, if you configure this time filter Up to 1 Day at 5:30 PM on 16th April, all devices that contacted the server from 12:00 AM, 15th April to 5:30 PM, 16th April will be displayed.	While specifying the Up to field, From field is disabled.
	Weeks	This includes the time lapsed from now till 0:00 hours of the same day of the specified week. For example, if you configure this time filter Up to 1 Week at 5:30 PM on 16th April, all devices that contacted the server from 12:00 AM, 9th April to 5:30 PM, 16th April will be displayed.
	Months	This includes the time lapsed from now till 0:00 hours of the same day of the specified month. For example, if you configure this time filter Up to 1 Month at 5:30 PM on 16th April, all devices that contacted the server from 12:00 AM, 16th March to 5:30 PM, 16th April will be displayed.

Between	Days	This include the time elapsed between two specified days. For example, if you specify the duration as 1 day to 7 days, and configure this time filter at 5:30 PM on 16th April, all devices that contacted the server from 12:00 AM, 9th April to 23:59 PM, 14th April.	The From field should be less than the To field. If you select Days in the From field, then the in the To field you can select Days, Weeks or Months. If you select Weeks in the From field, then in the To field you can select only Weeks or Months. If you are specifying Months in the From field, then in To field you can select only Months.
	Weeks	This include the time elapsed between two specified weeks. For example, if you specify the duration as 1 Week to 3 Weeks, and configure this time filter at 5:30 PM on 16th April, all devices that contacted the server from 12:00 AM, 26th March to 23:59 PM, 9th April will be displayed.
	Months	This include the time elapsed between two specified months. For example, if you specify the duration as 1 Month to 3 Months, and configure this time filter at 5:30 PM on 16th April, all devices that contacted the server from 12:00 AM, 16th January to 23:59 PM, 16th March will be displayed.

More than	Days	This includes the time lapsed beyond the specified days. For example, if you configure the time filter as More than 30 days, at 5:30 PM on 16th April, all devices that contacted the server from 12:00 AM, 16th March and before will be displayed.
	Weeks	This includes the time lapsed beyond the specified weeks. If you configure the time filter as More than 3 Weeks, at 5:30 PM on 16th April, all devices that contacted the server from 12:00 AM, 27th March and before will be displayed.
	Months	This includes the time lapsed beyond the specified months. If you configure the time filter as more than 2 Months, at 5:30 PM on 16th April, all devices that contacted the server from 12:00 AM, 16th February and before will be displayed.

NOTE:

If you configure the time filter in weeks/months, then each week is calculated as 7 days and each month is calculated as the same day on which the time filter was configured in the selected month.
For each date range, a default color is assigned which helps you to easily identify the specified duration.

Execute actions from the Device Details panel: The Device Details panel displays the devices that meet the criteria that you defined in the dashlet configuration panel. You can also filter the list by searching for a device name or a portion of the name in the Filter Devices line.

Following are some of the fields that are displayed:

Field	Description
Device	Displays name of the device.
Type	Displays the type of the device. Device type can be Server or workstation.
Platform	Displays the platform of the device. Platform can be Windows.
Operating System	Displays operating system on which the device is operating. Operating system includes version.
Agent Version	Displays version of the agent.
Folder Path	Displays the folder path in which the device is located.
Last Contact	Displays the date on which the device contacted the server.
Status	Displays the status of the device. The status can be Active or Lost.
User	Displays the name of the user who logged into the device.
Last Full Refresh	Displays the date on which the full refresh was performed on the device.
Department	Displays name of the department.
Site	Displays name of the site.

For information about other actions and options you have in the Device Details panel, see the following table:

Task	Description
Refresh	To refresh the device so that any pending actions can immediately be initiated on the device.
Delete	To delete a device from the zone.
Reset	To trigger a reset action on the Agent device. This task will stop the agent service, delete the cache, and then restart the agent service.
Unregister	To unregister the device from the Management Zone.
	To show or hide a column from the Device Details panel.
Search/Filter	To filter the data displayed in the table by specifying the device name or the user name in the search field.

NOTE:These quick tasks might not be applicable to all devices.

3.0 Legal Notice#

For information about legal notices, trademarks, disclaimers, warranties, export and other use restrictions, U.S. Government rights, patent policy, and FIPS compliance, see https://www.microfocus.com/en-us/legal.

The only warranties for products and services of Open Text and its affiliates and licensors (“Open Text”) are as may be set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. Open Text shall not be liable for technical or editorial errors or omissions contained herein. The information contained herein is subject to change without notice.