Adding a custom portlet to a dashboard

Perform this procedure to add a custom portlet to a dashboard.

Before you begin

Before performing this procedure, you should have done the following.
  • Prepared a URL as described elsewhere in this section
  • Added the URL to the Platform_Admin_URL.properties file, which is located in the conf directory under your Marketing Platform installation
  • Stopped and restarted the Marketing Platform web application

Procedure

  1. In HCL® Marketing Software, select Dashboard and then select the tab for the dashboard you want to work with.
  2. Click Manage Portlets.

    A Manage Portlets window opens.

  3. Click Create Custom Portlet.

    A Create Custom Portlet window opens.

  4. Do one of the following sets of steps, depending on the type of portlet you are adding.

    If you are creating a portlet that is not a Digital Analytics report portlet, do the following.

    • For the Type, select Custom.
    • Complete the Name and Description fields.
    • Paste the contents of your clipboard (which contains the URL you obtained earlier) into the URL field.

    If you are creating a Digital Analytics report portlet, do the following.

    • For the Type, select IBM Digital Analytics.
    • Complete the Name and Description fields.
    • Paste the contents of your clipboard (which contains the URL you obtained earlier) into the IBM Digital Analytics URL field.
  5. Click Save.

    The window closes and you return to the Administration tab. The new portlet is located in the upper left corner, where it may overlay a previously added portlet. Click and drag the portlet heading to place the portlet in an appropriate position in the dashboard.