Configuring Portlets on the Dashboard

You can add these types of portlets to the Dashboard:

•

Chart portlets - Display numerical data and key figures for specific types of data in chart format. There are various types of charts available (pie charts, bar charts, etc.).

•

Ticker portlets - Display workflow-related information (such as, your open tasks and a list of data that have been changed recently)

•

Search portlets - Enable you to search for specific types of metadata. For details, see Searching for Items.

•

The Favorites portlet - Display your list of favorite portlets.

To add and remove portlets

1.

From the main menu, select WindowConfigureConfigure Portlets.

Or  

On the Dashboard, click the Configure button:

The Configure Portal dialog opens:

2.

Select the check box of each portlet that you want to add to the Dashboard, and clear the check boxes of the portlets you want to remove.

3.

Click OK to save your changes and close the dialog.

To add PI related portlets

1.

From the main menu, select WindowConfigureConfigure Portlets.

Or  

On the Dashboard, click the Configure button.

2.

Select the Business Glossary section and select the required check boxes to view the PI related portlets on the Dashboard.

3.

Click OK to save your changes and close the dialog.

On the Dashboard, the Personal Information dashboard displays the number of Personal Information for a specific glossary by these domains: Category, Classification, or Closure rule.

You can further restrict the results using the Found in option. You can use this drop-down option to filter the results based on the source type. After selecting a source type, if you want to further restrict the results based on a particular metadata source, then you must select the name of the source from the drop-down list to filter the results based on the specified source name.