MediaCentral | UX User’s Guide : Working with Interplay | MAM Processes and Tasks : Working with Process Dashboards : Defining the Dashboard Context

Defining the Dashboard Context
Opening a Process Dashboard pane from the Panes Menu opens a blank pane in which you need to define the context for the dashboard. This includes selecting the process source and the system that provides the processes. When you save the dashboard, its context is also saved. You can edit the context of a saved dashboard by opening it from the Launch pane and modifying the context parameters.
To define the dashboard context:
1. Click the Pane Menu button of the Process Dashboard pane and select Define Context.
The Dashboard Context dialog box opens.
2. Select the source type from the Type list. The list shows all available process sources.
3. Select the system from the Context list. The list shows all Interplay MAM systems that you can use (depending on your license) and that support the process dashboard features (systems based on Interplay MAM v5.7 or later). Therefore, the list may not be identical with the list of Interplay MAM systems shown in the Launch pane. If no system is available for the selected type, a corresponding message is shown instead of the Context list.
4. (Optional) Click the Add Criteria selector.
The criteria selector window opens. It shows all filter criteria that you can use for defining the dashboard context. Currently you can use text, date-time, and legal list properties and contributors. All entries are deselected by default. You can use the search box to find a particular criterion.
Select the criteria to be added and click anywhere outside the window to add the criteria to the Dashboard Context dialog box.To remove a criterion from the context definition, click the Minus button at the right of the field.
5. (Optional) If you added a criterion other than of type date-time, do the following:
a. Select a value from the condition selector. Which condition selector is available depends on the criterion type.
- is — Matches the string exactly, including spaces. For example, “blue” matches “blue” but not “blueberry.”
- is not — The opposite of “is.” This matches anything that is not the search expression.
- is set — This search does not take any value but only checks if the field has any data set at all. Using this only returns a result if the criterion has some value set for this field.
- is not set — The opposite of “is set,” this only shows results where the criterion field is empty.
- contains — Matches substrings, including spaces. For example, “blue” matches both “blue” and “blueberry.”
- starts with — Matches strings starting with the provided characters. For example, “blu” matches “blue,” “blueberry,” and “blurred.”
- ends with — Matches strings ending with the provided characters. For example, “end” matches “amend,” “blend,” and “friend.”
Using the “contains,” “starts with,” and “ends with” conditions requires specific usage rights. For performance reasons these conditions are not available by default.
b. Type a key word or words in the text field or select a value from the selection list.
6. (Optional) If you added a criterion of type date-time, click the date field.
The date picker window opens.
 
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Shortcut buttons
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Scope menu
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Date slider
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Date picker
a. If you want to define a date range, click the Scope menu and select one of the following. Note the you cannot use “between” and “before.”
- after — The time value is later than the given value.
- any — All criteria can be set to a neutral mode called “any” where the criteria do not affect the results. Use this if you want the criterion to be used for the context of the Process Dashboard, but you do not want it to affect the results.
b. To specify a date range, do the following:
*Click one of the shortcut date buttons to set your criterion for one of the common time spans. The shortcut date buttons indicate the time from the present.
*Use the date slider to specify a time span for your criterion. The date slider indicates the time from the present.
*Use the calendar to select the appropriate dates for your criterion.
The date slider adjusts to match the date options you select, and the date-time field displays a text summary of your date criteria.
c. If you want to modify the time values to specify an exact time in hours, minutes, and seconds, click a time value displayed in the criterion text box, and type a new value.
When you type a legal value, the next value is automatically selected. You can also navigate between the values for hours, minutes, and seconds by using the arrow keys, or by pressing the Tab key or Shift+Tab to move to the following or preceding value.
7. Click OK to apply the Dashboard Context settings.
The dashboard shows the processes that match the defined context. The dashboard context is stored as a user setting.
- If you close the Process Dashboard pane, you are prompted to save your changes.
- If you sign out while the Process Dashboard pane is open, the dashboard context is restored when you sign in again.
8. Save the dashboard, as described in Saving and Opening Saved Dashboards.