Dashboard Setup

Dashboard Overview

Periscope’s user interface is designed to allow the end user to dynamically configure his or her view of facility information. When a new user logs in to Periscope for the first time they are presented with several preset viewlets added to their dashboard. The user can begin to configure their own custom dashboard by using the variety of interface options shown below.

Tabs 

Tabs give users the ability to organize their facility information into separate “dashboard” displays. The “add” tab ( “+” icon pictured above, far right) allows users to expand their dashboard by inserting additional tabs or viewlets. Users can customize the tab and viewlet names at any time. The number of tabs and viewlets that can be added is limited only by the size of the user’s display. Viewlets can be moved to different tabs through the viewlet options menu, and tabs can be renamed by clicking on the tab and pressing “F2”. Tabs can also be organized by clicking on a tab, and while holding the mouse down, dragging the tab to a new location. Right clicking on tabs brings up an icon menu where the user can select custom icons for each tab.

For more information adding tabs and viewlets see Adding a Viewlet

Viewlet Configuration 

Located in the upper-right corner of each viewlet are several tools used for configuring viewlets. The red wrench is the configuration tool, and it allows the user to set up the respective viewlet. Depending on which viewlet is being configured, the user will be able to select which locations or variables to plot, choose time ranges, and much more. The light bulb is the informational pop-up configuration tool. If it is lit, as shown, the user has configured a pop-up for the respective viewlet, and selecting it will display it. If it is not lit, clicking on the light bulb will display the pop-up configuration. The user also has the option to quickly minimize, maximize, and delete their viewlet as well. Note that the options to minimize and maximize the viewlet are only displayed when the dashboard is in automatic layout mode. 

Rollover Information 

To discover additional information inside of most viewlets, move the mouse pointer over certain areas of the graph or display. Pop-ups like the one pictured can help users instantly identify the specific location and units on the graphs and charts. Values are also displayed when applicable, giving the user quick access to critical metrics. On the dual-axis graphs, the user will often be presented with dual pop-ups.

Dashboard Options Menu 

The dashboard options menu (indicated in red, above) is located to the far-right of Periscope's header bar, and it contains a number of different dashboard options. Selecting the menu icon will open a drop-down list that will allow the user to do a variety of things. See the diagram below for more details on the dashboard options.

  • Kiosk Timing Manager – Opens the kiosk timing dialog which allows in depth customization of viewlet/tab timing while in kiosk mode.

  • Kiosk [Dashboard] – Starts kiosk mode for the entire dashboard.
  • Kiosk [Tab] – Starts kiosk mode for this tab.  This mode will not change the current tab.
  • Export – Allows exporting the entire dashboard content to an image (JPEG/PNG).

  • About – Displays an InfoPopup for the Periscope dashboard that can be configured to display when a user opens Periscope.
  • Configure About – Opens a dialog with options to configure the contents of the "About" InfoPopup.

  • Toggle Weather Widget This option toggles whether the weather widget is displayed next to the dashboard options menu.

  • Switch Layout Type – Switches the current tab’s layout type between auto and manual.
  • Save Tab To Library – Saves the current tab to the library.
  • Change Theme – Allows the user to change between the Periscope light/dark themes.  This option is only available to Periscope themed users (custom themes will not see this option).
  • Change Locale – Allows the user to change the displayed language inside of Periscope to one of the available languages shown in the list of selections. Periscope can support multiple user-specified languages simultaneously.
  • Help – Opens the Help URL defined in the global options of Periscopeconfig.
  • Logout – Logs the user out of Periscope and Web Workbench.
  • All Viewlets – Displays a list of all viewlets created in the current user's dashboard. Selecting a viewlet from any of the lists will take the user to the viewlet's tab location within the dashboard.
  • Viewlets (by tab) Displays a list of all viewlets created in the current user's dashboard, sorted by tabs.
  • Viewlets (by type) Displays a list of all viewlets created in the current user's dashboard, sorted by viewlet type.