Overview of working with dashboards in a multi-partition environment

When you have multiple partitions configured, follow these guidelines when you set up dashboards.

Procedure

  1. Before working with dashboards, associate one or more groups with each partition, and assign the appropriate users to each group.

    Only the platform_admin user, or another user with the PlatformAdminRole permissions can perform this task.

  2. For each partition, ensure that at least one user has the Administer Dashboards permission, and make a note of these user names.

    The Marketing Platform AdminRole role has this permission by default, but you might want to create a role with more restricted access for dashboard administrators. These dashboard administrators can administer all dashboards within their partition.

  3. For each partition configured in your system, do the following.
    1. Use an account that is a member of the partition and that can administer all dashboards in a partition to sign in to IBM® EMM.

      Refer to the list of users you created in the previous step.

    2. On the Settings > Dashboard Portlets page, enable pre-defined portlets as needed.
    3. On the Dashboard Administration page, create the needed dashboards and add portlets.
    4. For each non-global dashboard, assign users who can view the dashboard.

      You can assign individual users or groups to the dashboard.

    5. For each dashboard, assign one or more users as dashboard administrator.