[Index]

Model: data/LandingPage

Landing Pages

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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:

  1. Creates data/Dashboard records from data/LandingPage records.
  2. Migrates data/Role records by replacing landing_page fields with dashboard fields. The field values are assigned appropriate dashboard names.
  3. Migrates data/AccessProfile records.
  4. Migrates data/MenuLayout records by recursively scanning through the menu items.
  5. Migrates data/ConfigurationTemplate records with target_model_type of "data/Role" by replacing template.landing_page with template.dashboard, and assigning value of template.landing_page with mentions of ".landing_page" replaced with ".dashboard", and also running the result through as_dashboard_name() in case it contains a concrete landing page name.
  6. Migrates data/FieldDisplayPolicy records.

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.

  1. Log in to the Admin Portal as a Provider administrator, or higher.

  2. Choose the hierarchy level for the landing page, for example, Customer.

  3. Go to (default menu) Role Management > Landing Pages to open the Landing Pages list view.

  4. 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.
  1. On the Details tab, configure the options for the landing page:

    Note

    • See Landing Pages Field Reference and Landing Page - Details Tab.
    • Rows with nested items or links contain a chevron (>) instead of a Plus icon (+) so that you can see which items have child lists.
    • 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.
  2. On the Welcome Header, configure the header text and line text for the landing page. See Landing Page - Welcome Header Tab.

  3. Save the landing page.

  4. 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:

Details Tab

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
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
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
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:

  • Filter By: summary fields of the Type
  • Filter Type: matching operator
  • Filter String: value
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:

  • {{ macro.is_cisco_cucm_enabled }} only displays if Cisco CUCM enabled in global settings.
  • {{ macro.is_microsoft_enabled }} only displays if Microsoft enabled in global settings.

See the Advanced Configuration Guide for more information about using macros.

Sections

The table describes landing page configuration options for sections:

Column Description
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:

  • {{ macro.is_cisco_cucm_enabled }} only displays if Cisco CUCM enabled in global settings.
  • {{ macro.is_microsoft_enabled }} only displays if Microsoft enabled in global settings.

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
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:

  • Filter By
  • Filter Type
  • Filter String
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
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
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

  • List (default)

    For two or more instances. If you choose List, and you've selected a default FDP and CFT for the model type, users with a user role associated with the menu layout view the model type based on these options. It is also possible to filter the list view.

    If you choose List display referenced by Type or Href, note that a tool (tool/[toolname]) can also be presented as a list, for example: /api/tool/Transaction/?entity=data/Event&operation=execute

  • Inline List

    The link points to the first five list of items.

  • Landing Page

    You must choose a landing page when Display As value is Landing Page. Allows you to choose an existing landing page, which will display when this menu item is chosen.

  • Form (for a single instance)

    When model type is view, the value for Display As must be Form.

    Displays an input form (for an Href resource value other than view/models, a resource ends with /add/). If you're using href and you choose the Form display, the href value points to a model instance with the pkid, for example data/Countries/5331a739d0278d7893e26d2e, or ends with /add/. The view/ model types always open the Add form.

  • External Link

    Href is mandatory when Display As is External Link. You'll need to specify a URL to open a new browser tab, and disable pop-up blocking on the users browsers to allow the external link to resolve.

  • Tree (if available, for two or more instances)

    Choosing a Tree display shows a tree view of the resource. When using href with Tree display, the href provides the tree path.

Welcome Header Tab

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 landing pages - Business Admin Role

Example - Call Groups setup and display

Example - display of Number Management landing page

Landing page names grouped by sample menu layout names

The following lists are the landing page names grouped by the provided sample menu layout names.

Field Display Policies

Landing Pages: MenuSiteAdmin

Landing Pages: MenuCustomerAdmin

Landing Pages

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.

  1. Log in as the provider administrator, or higher.

  2. Choose the hierarchy level for the landing page.

  3. Go to (default menu) Role Management > Landing Pages.

  4. 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.

  5. On the Details tab:

  6. On the Welcome Header tab:

  7. Save the landing page.

  8. 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:

Details Tab

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.

  • Form: (for a single instance) The link opens a form.
  • Tree: (for two or more instances)
  • List (for two or more instances)

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
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.

Welcome Header Tab

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

Model Details: data/LandingPage

Title Description Details
Name * The name that is given to the Landing Page
  • Field Name: name
  • Type: String
Description A description of the Landing Page.
  • Field Name: description
  • Type: String
Welcome Header Text for the welcome section.
  • Field Name: welcome
  • Type: Object
Header Text A single line static welcome test displayed on top of the landing page.
  • Field Name: welcome.header
  • Type: String
Line Text Text for the welcome line displayed under the header. Use [userrole] as a placeholder to insert the current user's role.
  • Field Name: welcome.line
  • Type: String
Counters The list of counters for the Landing Page dashboard
  • Field Name: counters.[n]
  • Type: Array
Title * The title to be displayed for this counter.
  • Field Name: counters.[n].title
  • Type: String
Icon The icon to be used for this counter.
  • Field Name: counters.[n].icon
  • Type: String
  • Target: data/Icons
  • Target attr: icon_value
  • Format: uri
Type The selected model type from the Type drop-down list to associate with the Title.
  • Field Name: counters.[n].type
  • Type: String
  • Format: uri
Field Display Policy The selected Field Display Policy that is associated with the counter.
  • Field Name: counters.[n].field_display_policy
  • Type: String
  • Target: data/FieldDisplayPolicy
  • Target attr: name
  • Format: uri
Condition Only show this counter if this condition evaluates to true.
  • Field Name: counters.[n].condition
  • Type: String
Configuration Template The selected Configuration Template that is associated with the counter.
  • Field Name: counters.[n].configuration_template
  • Type: String
  • Target: data/ConfigurationTemplate
  • Target attr: name
  • Format: uri
Hidden Filters Filters that can't be removed by end user.
  • Field Name: filter_options.[n]
  • Type: Array
Filter By
  • Field Name: counters.[n].filter_options.[n].filter_by
  • Type: String
Filter Type
  • Field Name: counters.[n].filter_options.[n].filter_type
  • Type: String
  • Choices: ["Contains", "Does Not Contain", "Starts With", "Ends With", "Equals", "Not Equal"]
Filter String
  • Field Name: counters.[n].filter_options.[n].filter_string
  • Type: String
Ignore Case
  • Field Name: counters.[n].filter_options.[n].ignore_case
  • Type: Boolean
Visible Filters Filters suggested to end users and my be cleared.
  • Field Name: configurable_options.[n]
  • Type: Array
Filter By
  • Field Name: counters.[n].configurable_options.[n].filter_by
  • Type: String
Filter Type
  • Field Name: counters.[n].configurable_options.[n].filter_type
  • Type: String
  • Choices: ["Contains", "Does Not Contain", "Starts With", "Ends With", "Equals", "Not Equal"]
Filter String
  • Field Name: counters.[n].configurable_options.[n].filter_string
  • Type: String
Ignore Case
  • Field Name: counters.[n].configurable_options.[n].ignore_case
  • Type: Boolean
Sections The list of section items that belong to the Landing Page.
  • Field Name: sections.[n]
  • Type: Array
Title * The section title as it will show on the Landing page.
  • Field Name: sections.[n].title
  • Type: String
Image URL Optional URL to image to be displayed as section image.
  • Field Name: sections.[n].image
  • Type: String
  • Choices: ["Accounting", "Arrows", "Charting", "Configuration", "Deployment", "Detail", "Feedback", "Global", "Like", "Migration", "Network2", "Network", "News", "Options", "Permissions", "Reconciliation", "Reports", "Roles", "Search", "Security", "Settings", "Terminals", "User"]
Condition Only show this section if this condition evaluates to true.
  • Field Name: sections.[n].condition
  • Type: String
Links List of links that belong to section.
  • Field Name: links.[n]
  • Type: Array
Icon The icon to be used for this link.
  • Field Name: sections.[n].links.[n].icon
  • Type: String
  • Target: data/Icons
  • Target attr: icon_value
  • Format: uri
Link Text Text for the link
  • Field Name: sections.[n].links.[n].link_text
  • Type: String
Description A description of the Link.
  • Field Name: sections.[n].links.[n].description
  • Type: String
Condition Only show this link if this condition evaluates to true.
  • Field Name: sections.[n].links.[n].condition
  • Type: String
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
  • Field Name: sections.[n].links.[n].display
  • Type: String
  • Default: list
  • Choices: ["Form", "Inline List", "List", "External Link"]
Type The selected model type from the Type drop-down list to associate with the Title.
  • Field Name: sections.[n].links.[n].type
  • Type: String
  • Format: uri
Href If a direct reference to a model type is used for the menu item, the specified path.
  • Field Name: sections.[n].links.[n].href
  • Type: String
Field Display Policy The selected Field Display Policy that is associated with the Menu Item.
  • Field Name: sections.[n].links.[n].field_display_policy
  • Type: String
  • Target: data/FieldDisplayPolicy
  • Target attr: name
  • Format: uri
Configuration Template The selected Configuration Template that is associated with the Menu Item.
  • Field Name: sections.[n].links.[n].configuration_template
  • Type: String
  • Target: data/ConfigurationTemplate
  • Target attr: name
  • Format: uri
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.
  • Field Name: sections.[n].links.[n].default_model_type
  • Type: Boolean
Fixed Filters Filters that can't be removed by end user. Applicable to display as = 'list'
  • Field Name: filter_options.[n]
  • Type: Array
Filter By
  • Field Name: sections.[n].links.[n].filter_options.[n].filter_by
  • Type: String
Filter Type
  • Field Name: sections.[n].links.[n].filter_options.[n].filter_type
  • Type: String
  • Choices: ["Contains", "Does Not Contain", "Starts With", "Ends With", "Equals", "Not Equal"]
Filter String
  • Field Name: sections.[n].links.[n].filter_options.[n].filter_string
  • Type: String
Ignore Case
  • Field Name: sections.[n].links.[n].filter_options.[n].ignore_case
  • Type: Boolean
Configurable Filters Filters suggested to end users and my be cleared. Applicable to display as = 'list'
  • Field Name: configurable_options.[n]
  • Type: Array
Filter By
  • Field Name: sections.[n].links.[n].configurable_options.[n].filter_by
  • Type: String
Filter Type
  • Field Name: sections.[n].links.[n].configurable_options.[n].filter_type
  • Type: String
  • Choices: ["Contains", "Does Not Contain", "Starts With", "Ends With", "Equals", "Not Equal"]
Filter String
  • Field Name: sections.[n].links.[n].configurable_options.[n].filter_string
  • Type: String
Ignore Case
  • Field Name: sections.[n].links.[n].configurable_options.[n].ignore_case
  • Type: Boolean
Widgets
  • Field Name: widgets.[n]
  • Type: Array