Using OpenSearch™ Dashboards enables any Horizzon user with access to the dashboards to query for, add, modify and delete data, even if that data is for collaborations, data or dashboards this user is not invited for. Users that manage dashboards will have access to all data from all models. It bypasses any access restrictions that have been configured for the models.
If you prefer not to use the dashboards feature because of this, Bizzdesign can disable OpenSearch Dashboards for you. Please contact Bizzdesign Support and request deactivation of OpenSearch Dashboards.
As a Lead Designer you can create dashboards in OpenSearch Dashboards using data from your Enterprise Studio models, and then share the dashboards with other users in Horizzon. Dashboards from OpenSearch Dashboards can offer additional insights into your Enterprise Studio data.
Sharing dashboards in Horizzon is aimed at sharing with other users that can only view dashboards: Designers, Contributors and Consumers. These users will be able to view dashboards that have been shared with them via groups. As a Lead Designer you can always view and manage all dashboards that are shared in Horizzon, no matter which groups you are in. Administrator and System Administrator users cannot access dashboards unless they have additional roles enabling this.
An OpenSearch dashboard consists of visualizations and an index pattern. The visualizations include charts, graphs and maps you can include in the dashboard. The index pattern is for retrieving your model data. Two types of index patterns can be distinguished:
Standard index pattern. Each model package gets its own standard index when it is stored on Horizzon and contains a standard set of data. Standard indexes are automatically available in OpenSearch Dashboards, you just need to select one for your dashboard.
Custom index pattern. If you want to define your own specific set of data for your dashboard, use a custom index pattern. A custom index pattern must be created via a Dashboard connection in Enterprise Studio. The desired data set is defined in this connection and then exported to OpenSearch, where you can subsequently create an index pattern and use it in your dashboard.
- On the sidebar menu, click Dashboards. The Dashboards page opens. It can still be empty or already contain some dashboards.
- If you already have a dashboard available on the page, continue with the next step to share the dashboard, unless you would like to create another dashboard. In that case, complete this step.
If you do not have a dashboard available yet, or want to create another one, click Create dashboard. The OpenSearch Dashboards application opens in a new browser tab in your web browser.
Creating a new dashboard in OpenSearch Dashboards includes creating an index pattern to retrieve your data and creating the dashboard with its visualizations. For more information about the index pattern, see Finding the model package or project for the index pattern of your Horizzon dashboard. For more information about creating the dashboard, please refer to the official OpenSearch Dashboards documentation.
- After you have created and saved your dashboard in OpenSearch Dashboards, return to the dashboards page in Horizzon to find your new dashboard. If you do not see the new dashboard yet, refresh the page.
Click next to the name of the dashboard you want to share and then click Share dashboard.
Select the user groups you want to share the dashboard with and click Apply. The users from these groups will be able to view the dashboard in Horizzon. Please note that sharing a dashboard is only relevant for groups of users with the Designer, Contributor or Consumer role. These users can only view dashboards when shared with them via groups.
If you want to preview or edit the dashboard before sharing it with others, click Preview to view the dashboard, or click Edit to edit the dashboard in OpenSearch Dashboards.
The dashboard is now available for the users of the selected groups. Also, all Lead Designer users will automatically be able to view and manage the dashboard.
Clicking a dashboard on the Dashboards page will open it in Horizzon.
Updating dashboard values
Once a dashboard with a standard index pattern has been shared in Horizzon, its content will automatically be updated with the latest changes made in Enterprise Studio once these changes have been committed. For example, if you change the name of a data block definition or the type of a data block field, these changes are processed once you have committed them in Enterprise Studio.
Any value changes to data block fields used in a dashboard are directly processed.
If your dashboard has a custom index pattern, created with a Dashboard connection, you first need to perform an export of the changed model data to OpenSearch to get the latest data in your dashboard.
Making changes to a dashboard
All Lead Designer users can make changes to the dashboards, like editing it in OpenSearch Dashboards or changing the groups a dashboard is shared with, or to even delete the dashboard. Clicknext to the dashboard name and click Manage dashboard to open the dashboard manage page and make the desired changes.