[Index]
Landing Page Conversion to Dashboards
~/src/v4uc-core/src/deviceapi (HEAD detached at origin/VOSS-1217_LP_Dashboard_Migration)└─ $ view db/migrate/phase8/migrate_0008_landing_pages_to_dashboards.py
When upgrading to Automate release 24.1, existing landing pages on VOSS Automate are converted to dashboards. These dashboards allow for the same functionality as landing pages, but additional features such as widgets, are available on dashboards that allow for an enriched landing page interface.
For details on dashboards, see: Automate Dashboards.
For default landing pages included in the system, the conversion process retains a part of the landing page name, but adds or replaces any indication (for example: LP) in the name with a dashboard equivalent (such as DB). For custom landing pages found in a system, the original names are retained following conversion to dashboards.
As a part of the landing page to dashboard conversion during upgrade, a number of related elements are also migrated:
Overview
Landing pages define the look and feel and layout of elements that display in the main part of the system screens.
When selecting a menu item that has been set to be a landing page, the main part of the system screen will then be the landing page defined for that menu item. Also, when logging or when clicking the Home button from anywhere in the system, you will see the landing page defined as the Landing Page on the user's role.
Note
Saved Searches are shown as the first landing page entry on the Home page.
Default landing pages ship with the system and are associated with pre-defined roles in the hierarchy, for example Provider, Customer, and Site administrators.
You can modify landing pages to set up direct links to areas in the system. The links can be used as short-cuts by the administrators, based on their role.
Note
Related Topics
Menu Layouts in the Core Feature Guide
Advanced Configuration Guide
HCS Dial Plan Macros in VOSS Automate in the Core Feature Guide
Fixed and Configurable Filters in Menus and Landing Pages in the Core Feature Guide
Customizing Landing Pages
You can make a clone (copy) of a landing page and then create a new landing page based on pre-populated settings. Alternatively, you can export a landing page, edit it externally, and then re-import it. Designers with access to the tag function can use tag versions to uniquely identify different landing pages, and to track and control changes.
Landing pages may be customized for different user roles, and include several configurable elements:
Add or Edit a Landing Page
This procedure adds a new landing page and edits an existing landing page.
Log in to the Admin Portal as a Provider administrator, or higher.
Choose the hierarchy level for the landing page, for example, Customer.
Go to (default menu) Role Management > Landing Pages to open the Landing Pages list view.
Choose an option:
Create a new landing page using the settings of an existing one | Recommended method. Click on the relevant landing page to open its editing screen, then click Clone. Update the settings of the cloned landing page and save it as a new landing page. Go to the next step for details around configuring your new landing page. |
Create a new landing page from scratch | Click the Plus (+) icon to add a new record. Go to the next step for details around configuring your new landing page. |
Edit an existing landing page | Click on the landing page in the list view to open its editing screen, update settings, and save your changes. |
On the Details tab, configure the options for the landing page:
Note
Add a Name and optionally a Description.
Configure Counters (filters, icon, title, model type, FDP, CFT).
Configure Widgets (select from Available to Selected and order the selection).
Note
When configuring widgets, charts can be chosen to show:
Configure Sections, and links in sections.
On the Welcome Header, configure the header text and line text for the landing page. See Landing Page - Welcome Header Tab.
Save the landing page.
Assign the landing page to the relevant roles or add to a menu layout.
Landing Pages - Configuration Options
Landing pages are configured via (default menus) Role Management > Landing Pages.
The list view accessible via this path displays the landing pages available in your system, and includes the landing page name, a description, and the hierarchy.
You can click on a landing page in the list view to edit it. Landing pages have the following configuration options - you can either select a tab or, if you're using the panel layout, fields display in the following main sections:
On the Details tab (panel), you can configure basic options (name and description) and configure counters, sections, and widgets.
The table describes the configuration options for landing pages on the Details tab:
Column | Description |
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Name | The name of the landing page. |
Description | An optional description of the landing page. |
Counters | These rows display the model-type instance counts (one or more) that display on the landing page. Click in a row to edit an existing counter, or click the Plus icon (+) to add a new counter. Use the hamburger icon to re-order the counters. Refer to further details in the tables below. |
Widgets | A side-by-side transfer box is available to select and order widgets. Widgets typically show data in a chart or details format. Note The Headset Summary By Model widget cannot be arranged side-by-side with another widget since it spans the entire landing page. In order to group widgets on the landing page, ensure this widget is ordered as either the first or last in the Selected list. Refer to further details in the tables below. |
Sections | These rows display the sections (one or more) that display as blocks on the landing page. Click on an item to edit it, or click the Plus (+) icon to add a new section. Use the hamburger icon to re-order the sections. Refer to further details in the tables below. |
Links | Configures links in sections on landing pages. Items are arranged in two columns. Refer to further details in the tables below. |
Landing page counters, widgets, and sections
The table describes common edit functionality and data types typically available for the various landing page elements - Counters, Widgets and Sections:
Column | Description |
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Reorder | Click on the reorder icon in the relevant row to change the location of a landing page element. |
Add, clone, or delete row | Click an icon to either add a row, clone (copy) a row, or to delete the row. Clicking the Delete icon in a row triggers a system message asking you to confirm that you want to remove the row. This allows you to review the change in case you clicked the Delete icon by mistake. Clicking the toolbar Save icon saves all changes to the landing page you're configuring. |
Type | The model type to associate with the landing page element. Blank when href field is populated. The model type shows the related FDPs (field display policies) and CFTs (configuration templates) that can be applied. When type is view (view/ModelType), the value for Display As must be Form. |
Href | Mandatory when the value for Display As is External Link. For backwards compatibility, hrefs can be used for links within the application to link directly to a form. For example, (example API URL for a list of items of type relation/SubscriberPhone) the Add Phone page would have the following href (API URL): api/relation/SubscriberPhone/add In this case, you'll need to use JSON-format landing page import, or bulk load, to add any associated field display policies (FDPs) and configuration templates for the menu item. The recommendation is not to use hrefs to reference view/ type models. Href is a direct reference to a model type (the path), if applicable. If used, the Type field is empty. |
Field Display Policy | The field display policy associated with the landing page element: Counters or Sections. |
Configuration Template | The configuration template associated with the landing page element: Counters or Sections. |
Counters
The table describes configuration options for landing page counters:
Column | Description |
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Icon | The icon to be used for this counter. |
Title | Mandatory. The title to be displayed for this counter, for example, Phones, Users. |
Filters | For Filters, fixed and configurable filters can be applied to the counters, so that the count is carried out in accordance with the filters. Fixed filters can't be removed. Filters are relevant only for models where we have a list (not forms). The following options are available for filters once the Counter Type is selected:
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Condition | Click in the cell to add or edit a macro that allows you to display/hide the counter, based on a condition specified in a macro. If the macro evaluates to true, the counter displays, else, when false, the counter is hidden. The default is true (counters you add display by default). A condition may be needed if the counter, for example, relates to a feature that has to be enabled. Examples:
See the Advanced Configuration Guide for more information about using macros. |
Sections
The table describes landing page configuration options for sections:
Column | Description |
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Links | Displays a Links table where you can configure links in the section. |
Title | Mandatory. The section title as it will show on the Landing page. |
Condition | Click in the cell to add or edit a macro that allows you to display/hide the section, based on a condition specified in a macro. If the macro evaluates to true, the section displays, else, when false, the section is hidden. The default is true (sections you add display by default). Examples:
See the Advanced Configuration Guide for more information about using macros. |
Links
The table describes configuration options for links in sections on a landing page:
Column | Description |
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Filters | Click the filter icon in the relevant row to display a dialog where you can choose fixed and configurable filters for the link. Fixed filters can't be removed and are applicable when Display As is 'List'. Filters are relevant only for models where we have a list (not forms). The following options are available for configurable filters for links:
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Icon | The icon to use for the link. Click in the cell to choose an icon. Icons display in the drop-down with a descriptive name. |
Link Text | Mandatory. Text for the link. |
Description | Add a description of the link. |
Column | Description |
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Condition | Optional. Specify a macro as a condition to define whether the link displays on the landing page. If the macro evaluates to True (default), the link displays. See the Advanced Configuration Guide for more information about using macros as conditional criteria. |
Href | If a direct reference to a model type is used for the menu item, the specified path. |
Set as default Model Type | This menu entry configuration is the default for this model type. Its selected Field Display Policy and Configuration Template will be used for the model in cases like search and when not navigating from a menu or landing page. |
Column | Description |
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Display As | Click in the cell to choose how the menu item should display. The default is List. Options are: List, Landing Page, Form, External Link, Tree
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This tab configures the landing page header text and line text.
Header Text | A single line static welcome message displayed at the top of the landing page. |
Line Text | Text for the welcome line displayed under the header. Use [userrole] as a placeholder to insert the current user's role, to serve as the header. For example: /www/img/landingPageIcons/User.png |
Landing Page Examples
VOSS Automate provides a set of sample "Dashboard" landing pages that can be used or customized (cloned to a required hierarchy and modified) and referenced in a menu layout that can then for example be associated with an administrator user role.
The sample landing pages are designed to support both Cisco and Microsoft devices and services. Service, user or device counter, and a section titled Quick Actions are included that contain links to carry out common tasks.
Note
A user's Access Profile - Permitted Operation options on a Permitted Type - will impact the availability of a related quick action entry on a landing page. See: Access Profiles.
The image shows an example of the default "Dashboard Subscribers" landing page, for example associated with a Subscribers menu item:
Landing Pages for a Business Admin Role
VOSS Automate provides a set of landing pages, menu layouts, and field display policies that are used in two sample menu layouts - for use or customization as a Business Administration Portal menu layout to be added to a user's role.
Example - Call Groups setup and display
Example - display of Number Management landing page
To access the latest documentation, go to Documentation and Resources at: https://voss.portalshape.com
Add a Landing Page
This procedure adds a new landing page.
Log in as the provider administrator, or higher.
Choose the hierarchy level for the landing page.
Go to (default menu) Role Management > Landing Pages.
To create a new landing page based on settings in an existing landing page (recommended), click on the relevant landing page to open its editing screen, then click Clone.
On the Details tab:
Define a name for the new landing page.
In Meta Tasks, click the Plus icon (+), then configure the following: button text, model type, Href, field display policy, configuration template, display format (list or form), and fixed and configurable filters (if required).
In Counters, click the Plus icon (+), then configure the following: a title for the counter, choose an icon to use, the model type, field display policy, configuration template, and fixed and configurable filters (if required).
In Sections, click the Plus icon (+), then configure the landing page sections: provide a title, an image URL, and configure links on the landing page:
To configure the links, click the Plus icon (+) for each link you want to add to the landing page, and configure the links:
Select an icon for the link, and specify the link text.
If you want the link to display only in some circumstances, you can use a macro in the Condition field to define criteria that will show or hide the link. The default is True, which means that if no condition is provided, the link displays, else, use a macro to define when to show or hide the link.
Select a model type, which will show related field display policies and configuration templates that can be applied.
In the Href field, define a link to to be used for external or internal links.
Note
Hrefs are generally recommended for external links. For backwards compatibility, hrefs can be used for links within the application to link directly to a form. For example, the Add Phone page would have the following href: api/relation/SubscriberPhone/add
In this case, you'll need to use JSON-format landing page import, or bulk load, to add any associated field display policies (FDPs) and configuration templates for the menu item. The recommendation is not to use Hrefs to reference view/ type models.
Select a Field Display Policy and Configuration Template.
From the Custom Component drop-down, select the VOSS portal custom component. See: Custom Components for Menu Layouts and Landing Pages
Display As. The link type is displayed as the chosen Display As item:
Form: Displays an input form (for an Href resource value other than view/ models, a resource ends with /add/).
Inline List: The link points to the first five list of items.
List: List view of a resource referenced by Type or Href. If List is chosen as the Display As type, then the resulting list can also be filtered. See Configurable Filters in Menus and Landing Pages.
Tree: A tree view of resource to display (if the system Href provides a tree path).
If you wish to re-arrange the order of items, click the hamburger icon in the first column and drag items to re-order.
On the Welcome Header tab:
Save the landing page.
Assign the landing page to the relevant roles.
Edit a Landing Page
To edit an existing landing page, click on the landing page to open its editing screen. Update settings, and save your changes.
Landing Pages Field Reference
This topic describes the fields and configuration options on the Landing Pages screen in the VOSS Automate Admin Portal.
Note
To access this screen (default menus) go to Role Management > Landing Pages; then, click on an existing landing page to open the Landing Pages editing screen, or click the Plus icon (+) to add a new landing page (which also opens the Landing Pages editing screen).
You can select the following tabs on this screen:
The Details tab defines the following options for the landing page:
Meta Tasks
These rows display the shortcut buttons (one or more) at the top of the home page screen (directly below the line text, if configured). Click in the row to edit an existing shortcut button, or click the Plus icon (+) to add a new shortcut button.
The table describes the fields on the Meta Tasks editing screen:
Title | Field Name | Description |
---|---|---|
Button Text | button_text | Text for the button. |
Type | type | The model type to associate with the Title. Blank when href field is populated. |
Href | href | API URL. Direct reference to a model type (the path), if applicable. If used, the Type field is empty. Example API URL for a lit of items of type relation/SubscriberPhone: /api/relation/SubscriberPhone/ |
Field Display Policy | field_display_policy | The field display policy associated with the menu item. |
Configuration Template | configuration_template | The configuration template associated with the menu item. |
Display As | display | The display format of the model types of the menu item. The default is list.
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Counters
These rows display the model-type instance counts (one or more) that display on the landing page. Click in a row to edit an existing counter, or click the Plus icon (+) to add a new counter.
The table describes the fields on the Counters editing screen:
Title | Field Name | Description |
---|---|---|
Title | display | Mandatory. The title to be displayed for this counter. For example, Phones, Users. |
Icon | display | The icon to be used for this counter. |
Type | type | The model type to count and associate with the counter. |
Field Display Policy | field_display_policy | The field display policy associated with the counter. |
Configuration Template | configuration_template | The configuration template associated with the counter. |
Sections
These rows display the sections (one or more) that display as blocks on the landing page. Click on an item to edit it, or click the Plus (+) icon to add a new section. Use the hamburger icon to re-order the sections.
The table describes the general fields on the Sections editing screen:
Title | Field Name | Description |
---|---|---|
Title * | title | Mandatory. The section title as it will show on the Landing page. |
Image URL | image | Optional URL to the image to be displayed as section image. For example, let's say a theme is uploaded with landing page images, and the theme folder has a subfolder with the following file: mytheme/img/landingpage/landing1.png In this case, the URL would be: /www/themes/mytheme/img/landingpage/landing1.png |
Links | links | List of links (one or more) in the section. |
The table describes the fields on the Links editing screen:
Title | Field Name | Description |
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Icon | Choose an icon for the link. | |
Link Text | link_text | Mandatory. Text for the link. |
Condition | Optional. Specify a macro as a condition to define whether the link displays on the landing page. If the macro evaluates to True (default), the link displays. See the Advanced Configuration Guide for more information about using macros as conditional criteria. | |
Type | type | The model type to associate with the Title. |
Href | href | If a direct reference to a model type is used for the menu item, the specified path. |
Field Display Policy | field_display_policy | The field display policy associated with the menu item. |
Configuration Template | configuration_template | The selected Configuration Template that is associated with the Menu Item. |
Display As | display | The display format of the model types of the menu item. The default is list. Default = list. * Form (for a single instance) * Tree (for multiple instances) * List (for multiple instances) |
Display Multiple Columns | is_multicolumn | Determines if link is shown as multiple columns or not. |
The table describes the fields on the Welcome Header tab:
Title | Field Name | Description |
---|---|---|
Header Text | header | A single line static welcome test displayed on top of the landing page. |
Line Text | line | Text for the welcome line displayed under the header. Use [userrole] as a placeholder to insert the current user's role. |
Related Topics
Advanced Configuration Guide
Macros in VOSS Automate in the Core Feature Guide
Landing Pages in the Core Feature Guide
Configurable Filters in Menus and Landing Pages in the Core Feature Guide
Custom Icon Names Reference in the Core Feature Guide
Custom Components for Menu Layouts and Landing Pages in the Core Feature Guide
Landing page displayed to end user
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Name * | The name that is given to the Landing Page |
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Description | A description of the Landing Page. |
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Welcome Header | Text for the welcome section. |
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Header Text | A single line static welcome test displayed on top of the landing page. |
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Line Text | Text for the welcome line displayed under the header. Use [userrole] as a placeholder to insert the current user's role. |
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Counters | The list of counters for the Landing Page dashboard |
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Title * | The title to be displayed for this counter. |
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Icon | The icon to be used for this counter. |
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Type | The selected model type from the Type drop-down list to associate with the Title. |
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Field Display Policy | The selected Field Display Policy that is associated with the counter. |
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Condition | Only show this counter if this condition evaluates to true. |
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Configuration Template | The selected Configuration Template that is associated with the counter. |
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Hidden Filters | Filters that can't be removed by end user. |
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Ignore Case |
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Visible Filters | Filters suggested to end users and my be cleared. |
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Sections | The list of section items that belong to the Landing Page. |
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Title * | The section title as it will show on the Landing page. |
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Image URL | Optional URL to image to be displayed as section image. |
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Condition | Only show this section if this condition evaluates to true. |
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Links | List of links that belong to section. |
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Icon | The icon to be used for this link. |
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Link Text | Text for the link |
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Description | A description of the Link. |
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Condition | Only show this link if this condition evaluates to true. |
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Display As | Select the display format of the model types of the menu item. The format can be a Form for a single instance, or a List for more than one instance. Default: list |
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Type | The selected model type from the Type drop-down list to associate with the Title. |
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Href | If a direct reference to a model type is used for the menu item, the specified path. |
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Field Display Policy | The selected Field Display Policy that is associated with the Menu Item. |
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Configuration Template | The selected Configuration Template that is associated with the Menu Item. |
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Set as default Model Type | Use this menu entry configuration as the default for this model type. The selected Field Display Policy and Configuration Template will be used for the corresponding model in cases like search, when not navigating from a menu or landing page. |
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Fixed Filters | Filters that can't be removed by end user. Applicable to display as = 'list' |
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Filter By |
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Ignore Case |
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Configurable Filters | Filters suggested to end users and my be cleared. Applicable to display as = 'list' |
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Widgets |
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