Dashboard Operations
This section covers the day-to-day operations and interactions with the CBOM Secure dashboard interface.
Adding Widgets
Click Add Widgets in the dashboard toolbar to open the Add Widgets dialog. Widgets are listed by category, and above the list are a category dropdown, a Search by widget name or description box, and a running count of how many you have picked (for example, 3 widgets selected).
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Tick individual widgets, or use the checkbox beside a category heading to select or clear that whole category at once. A partly-selected category shows an indeterminate checkbox.
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Some widgets carry a dropdown for choosing a variant before you add them.
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Click Add Widgets in the dialog footer to place the selected widgets on the dashboard, or Cancel to close without adding. Pressing Enter also adds the current selection.
Newly added widgets land on the canvas, where you can move and resize them. Nothing is stored until you save the layout through the Update menu described below.
Refreshing Data
Refresh in the dashboard toolbar reloads every widget on the layout or template you are viewing, so the figures on screen are current. It reloads data only; it does not discard unsaved changes to the arrangement of the widgets.
Saving Changes
Update is a menu rather than a single save action. It covers widget additions, removals, repositioning, resizing, appearance changes and configuration updates — none of which persist until you choose one of its entries:
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Update Layout / Update Template: Saves your changes back over what you are currently viewing. The label follows the selection, so it reads Update Layout on your own layout and Update Template on a template. Needs the dashboard:manage permission, as do Save as My Layout and Delete Template.
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Save as Template: Saves the current arrangement as a new template under a name you supply, leaving the original untouched.
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Save as Layout: Publishes the current arrangement over one of the report pages — Reports > Summary Report or PQC Report, or Crypto Inventory > Key, Certificate, CipherSuites or Analysis — replacing that page's layout for every user. Needs the default-layout:update permission. See Publishing a Template as a Layout.
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Save as My Layout: Adopts the current arrangement as your personal layout. Offered only when you are not already viewing it.
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Save as Default: Publishes the arrangement as a starting layout for chosen roles, so new users see it on first sign-in. Choosing roles that already have a default updates theirs in place. Needs the default-layout:update permission, and at least one widget on the canvas.
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Delete Template: Removes the template you are viewing. Disabled while you are on your own layout, which cannot be deleted this way.
Leaving the page without choosing one of these discards the changes, so save before navigating away.
Switching Layouts
Use the layout and template dropdown at the left of the dashboard toolbar — not the left sidebar — to switch between your own layout, public templates and your private templates. This lets you keep several dashboard views for different purposes and move between them as needed. Switching away discards unsaved changes to the arrangement you are leaving, so save first.