Tyler Dashboard. User Guide Version 5.8. For more information, visit

Transcription

1 Tyler Dashboard User Guide Version 5.8 For more information, visit

2 TABLE OF CONTENTS Tyler Dashboard... 4 Tyler Dashboard Features... 4 Tyler Dashboard Ribbon... 4 User Views... 5 Tools... 5 Tyler Community Navigation Pane Programs Tab Navigation Pane Settings Menu Tab Central Search Tab Personal Preferences Menu My Settings Sign Out Personalize this Page Show Shared View/Show Personal View Reset Page Content Clear User-Added Dashboard Content Apply a Template Site Actions Menu Edit Page Site Settings Dashboard Services Dashboard Exceptions Dashboard Templates Dashboard Site Configuration Dashboard Notifications Web Parts Web Part Actions Web Part Toolbar Tyler Dashboard User Guide, Version 5.8 Page 2

3 Tyler Dashboard Web Parts elearning Links Settings My Favorites My Tyler Community Web Part Tyler Dashboard User Guide, Version 5.8 Page 3

4 Tyler Dashboard The Tyler Dashboard is a web-based application through which you can open Tyler products and other applications. The Tyler Dashboard allows you to share information, view critical processing information, and access daily work from a single launching point. You can customize your personal dashboard using web parts, or if you are a system administrator, you can add web parts that are used by everyone in your organization This document outlines the general tasks for using the Tyler Dashboard. For specific details on using the dashboard with your Tyler product, refer to the dashboard-specific documentation available for that product. Tyler Dashboard Features The Tyler Dashboard includes standard features that provide setting and navigation options, such as the ribbon, navigation pane, and banner. The ribbon and navigation pane provide tools for finding and displaying program information, while the banner provides access to the Tyler Dashboard online help content and the Tyler Client Support page. The work/display area of the dashboard displays selected web parts. Tyler Dashboard Ribbon The Tyler Dashboard ribbon is the primary resource for performing actions within the Tyler Dashboard. The ribbon contains groups of related buttons that allow you to manage your personal dashboard settings and views. The groups on the Dashboard tab are User Views, Tools, and Tyler Community. The selected or active view displays in the ribbon with a white border. Tyler Dashboard User Guide, Version 5.8 Page 4

5 User Views The User Views group provides the Home view and personal user view options. The Home view is the primary view, and the default view, for the dashboard. You cannot delete or modify the settings for the Home view. User views are personal dashboard views that you create. Use the options in the Tools group of the ribbon to create and manage views. Tools The Tools group provides your personal dashboard profile, as well as access to web part and view management: Profile The Profile option displays your domain and user name for the Tyler Dashboard. Settings The Settings option manages web parts for your personal dashboard. If you are a system administrator, you can also manage shared web parts. Add View Add View allows you to create personal views for your dashboard. For example, you can create a view that is specific to payroll by including only payroll-specific programs and web parts. Manage Views Manage Views offers the ability to reorder how views display in your dashboard ribbon. It also provides the options for creating new views or deleting existing views. Settings Settings manages your personal web parts. To add or remove a web part: 1. Select the tab for the tenant web part to add. 2. For that tenant, expand the lists of web part categories to find the web part to add. Tyler Dashboard User Guide, Version 5.8 Page 5

6 3. Highlight the web part to add and drag it to a position box. 4. Once a web part is added, click the close button to hide the web part from the view without removing it, or click the remove button to delete the web part from the view. Tyler Dashboard User Guide, Version 5.8 Page 6

7 Use the Show Shared Web Parts and Show Personal Web Parts buttons to refresh the dialog box to display the personal view (your personal web parts) or shared view (web parts assigned and shared within your organization). Shared web parts are web parts that display for all users. Sharing web parts creates a default user view with web parts that individual users cannot remove. Only system administrators can manage shared web parts. To add shared web parts: 1. In the Mange Web Parts dialog box, select the Show Shared Web Parts option. Tyler Dashboard User Guide, Version 5.8 Page 7

8 2. Navigate to the web part to share and drag it to a position box. 3. When you save the change, the web part is available in the shared view. Tyler Dashboard User Guide, Version 5.8 Page 8

9 Add View Add View creates personal views for your dashboard. To add views to the User Views group: 1. From the Tools group on the ribbon, click Add View. The program displays the Add a View dialog box. The Location box is completed with a default location and you cannot change this. 2. Type the name of the view in the Name box. 3. Click Change Current Icon to select an image to represent the view as it displays in the User Views group of the ribbon. 4. Click Update. The program refreshes to display the view in the User Views group of the ribbon. 5. On the ribbon, select the new view in the User Views group of the ribbon. The work space for the view is blank. 6. With this view active, add the appropriate web parts and favorites, as required, to complete the view. Tyler Dashboard User Guide, Version 5.8 Page 9

10 7. Click the Home view to return to the main Tyler Dashboard page. 8. To update the name or image for a view, or to delete a view, hover your mouse pointer over the arrow on the view button to display the Edit menu. 9. Click Edit View. The program displays the Edit View dialog box. 10. Update the view name or image, as required, and click Update to save the changes, or click Delete to delete the view. Manage Views Manage views provides add, delete, and ordering options for views. To manage views: 1. In the Tools group of the ribbon, click Manage Views. The program displays the Manage User Views dialog box. 2. Click and drag views to reset the order, and then click Update to save the change. 3. Click Delete to remove a view or click Add a New View to create a new view. Tyler Dashboard User Guide, Version 5.8 Page 10

11 Tyler Community The Tyler Community group provides direct access to the Tyler Community information and discussion pages. With the Tyler Community ribbon group enabled, you can search, post, and access Tyler Community favorites. Prior to using the Tyler Community links, the Dashboard Tenant must be updated to include the base URL for the Tyler Community application. This value should be entered when your dashboard is installed. If this value is not entered, system administration personnel must use the Dashboard Services option to enter this value in the REST API Base URL box for the Tyler Community Services group on the Update Connections pane: Once the Dashboard Services are updated to include the Tyler Community URL, you must establish a user API to access your personal Tyler Community pages. To create an API key: 1. In the Tyler Community group of the ribbon, click the Identity option. The program displays the Tyler Community Identity dialog box. 2. Click Edit on the Tyler Community Identity dialog box. The program displays a second Tyler Community Identity box. Tyler Dashboard User Guide, Version 5.8 Page 11

12 3. Following the directions in this box for How to Create an API Key, open the Tyler Community and navigate to the Advanced Options tab on the Settings page. 4. On the Advanced Options tab, click the Create and Edit Application Keys option. 5. Enter a key name and click Generate. The program displays the API value in the results table. 6. Copy the key to the API Key box in the Tyler Community Identity dialog box. Tyler Dashboard User Guide, Version 5.8 Page 12

13 7. Complete the Community User Name box with your customer support user name. 8. Click Save. With the Tyler Community ribbon group enabled, you can search, post, and access your Tyler Community favorites directly from the dashboard ribbon: Search Provides search functionality specific to Tyler Community items. New Posts Allows you to enter a question or discussion item to the Tyler Community. Favorites Provides quick access to the list of favorites that you have created within the Tyler Community application. Tyler Dashboard User Guide, Version 5.8 Page 13

14 Navigation Pane The navigation pane on the Tyler Dashboard home page contains tabs that organize program and web application favorites. It also displays Tyler menus. The Programs tab organizes and provides quick access to program and web favorites. Use the Search box to search for items on this tab using keywords. The Menu tab combines the functionality of the Menu and Quick Launch toolbar options. This tab provides Tyler menu options, as well as all available web parts. Use the search box to search use keywords to search for a specific menu item or web part. The Central Search tab provides search functionality central programs. This tab is specific to Tyler's Munis product. To move the navigation pane to a different screen location, click the pin button. The button refreshes to a vertical position to indicate that it is unpinned. Drag the pane to a different screen location. If you click the pin again, the pane automatically returns to its original position. Use the bar button to minimize the navigation pane, and then use the arrow button to expand the pane again. Tyler Dashboard User Guide, Version 5.8 Page 14

15 Programs Tab The Programs tab provides access to program and website favorites that you have added to your dashboard. Use the following tasks to add or maintain your favorite programs using the Programs tab. To add a program or category: 1. On the Programs tab, click the Add a Program button. The program displays the Add a Program dialog box. 2. From the Category list, select a category for the program or click the folder button to create a new category. 3. Enter the program name. 4. Enter the URL or executable file name for the program. 5. Click Open in a New Window to have the program open in a new window. 6. Click Update. Tyler Dashboard User Guide, Version 5.8 Page 15

16 To edit or delete a favorite from the Programs tab: 1. Right-click the program or website name to delete. The program displays a menu. 2. Click Edit to display the Edit Program dialog box, where you can change the program category, change the name that displays on the tab, or change the window display. 3. Click Delete to remove the program from the Programs tab. To reorder the categories or programs that display on the Programs tab, click and drag an item to a new position. To search for a program on the Programs tab, begin typing the name or a keyword for the favorite in the Search box. The list of favorites refreshes as you type and displays only programs and websites that match the criteria entered. To open a program from the Programs tab, click the program name or right-click the program name and select Run This Link. Tyler Dashboard User Guide, Version 5.8 Page 16

17 Navigation Pane Settings The Settings button the Programs tab displays the Settings dialog box, which establishes your individual navigation pane settings. Click Yes or No to each of the options to customize your dashboard settings:. Allow the Sidebar to Float If you select No, the pin button does not display and you cannot reposition the navigation pane. Include My Favorites in Programs and Include Recent Activity in Programs If you select No for one of these categories, it is excluded from the Programs tab. Display the Centrals Tab on the Sidebar If you select No, the Centrals tab, which is Munis-specific, is not included on the navigation pane. Include Tyler Menu Items When Searching Programs If you select No, when you complete a search on the Programs tab, the search results only include items that you have specifically added to the Programs tab. If you select Yes, Tyler menu items are included when you use the Search option on the Programs tab. Use the Max # of Items Returned search boxes to specify the number of records returned when you use the Search option on the Menu or Central tabs. Tyler Dashboard User Guide, Version 5.8 Page 17

18 Menu Tab The Menu tab provides access to Tyler application programs and web parts. From this tab, you can add program favorites to your My Favorites web part or to the Programs tab. To add a program to the My Favorites web part: 1. Ensure that the My Favorites web part is open on the active view. 2. On the menu, right-click the program name to add. 3. Select Add to My Favorites. The program is available on the My Favorites web part. To add a program to the Programs tab: 1. On the menu, right-click the program name to add. 2. Select Add to My Programs. The program is available on the Programs tab in the appropriate category. For example, if you add an administration program, the Programs tab displays the program in the System Administration program. To search for programs and web parts, begin typing the name or a keyword for the program or web part to find in the Search box. The list of programs and web parts refreshes as you type and displays only programs matching the search criteria. Tyler Dashboard User Guide, Version 5.8 Page 18

19 Central Search Tab Munis-specific The Central Search tab searches the Munis central programs for records. You can search for records within a specific central program, or you can search for records within all the central programs. To find records: 1. Select the check boxes for the central programs to include in the search. The default value is all check boxes selected. Clear a selected check box to remove the program from the search. 2. In the Search box, type a record name or number (for example, an employee ID number or a customer name). 3. Click the Search button. The program displays the list of matching records under the categories for which records exist. 4. Click a record to view detail in the associated Munis Central program. Tyler Dashboard User Guide, Version 5.8 Page 19

20 Personal Preferences Menu The Personal Preferences menu maintains your personal settings and personalizes your home page. Use the preference settings to set default values, clear personal web parts, or apply a template to your personal dashboard. To open the Personal Preferences menu, click your username in the header of the Tyler Dashboard home page. Available options on the Personal Preferences menu vary according to your current settings. Tyler Dashboard User Guide, Version 5.8 Page 20

21 My Settings My Settings provides your account details and settings, and it manages personal alerts. Edit Item Identifies your user ID, address, job information. It also includes an About Me description or picture, if applicable. My Regional Settings Identifies the geographic region settings for your dashboard: county, time zone, standard calendar, standard work week, and work days. If the Always Follow Web Settings check box is selected, these fields are not accessible. My Alerts Manages alerts for your dashboard. Sign Out Sign Out closes the connection from your user ID to the dashboard. Personalize this Page Personalize this Page provides a grid format for reorganizing your dashboard. Add new Microsoft SharePoint web parts or drag-and-drop existing web parts to different positions on the page. Tyler Dashboard User Guide, Version 5.8 Page 21

22 Show Shared View/Show Personal View Show Shared/Personal Views refreshes your dashboard to display the selected views. If your dashboard is currently set to show your personal dashboard, this option is Show Shared View. When you click Show Shared View, the dashboard refreshes to show only the shared views available on your dashboard. If your dashboard is currently set to show the shared view, this option is Show Personal View. When you click Show Personal View, the dashboard refreshes to display your personal dashboard. Reset Page Content The Reset Page Content option resets added web parts to their shared values and deletes all web parts that you have added. Clear User-Added Dashboard Content The Clear User-Added Dashboard Content clears all personal web parts, user views, and items added to your dashboard. When you select this option, the program displays a confirmation message. To complete the removal process, click Save. To cancel the process, click the Back button on your browser to return to your home page. Apply a Template Apply Templates provides options for viewing and applying templates to your personal dashboard. Templates include predefined programs, web parts, views, or favorites. When you apply a template to your dashboard, these predefined items become part of your personal dashboard. You can apply multiple templates to your personal dashboards. When you apply more than one template, any duplicate views, web parts, or favorites are merged so that they are not duplicated on your dashboard. Use the Clear User-Added Dashboard Content option on the Personal Preferences menu to remove all personal templates, web parts, favorites, or views. This clears everything from the dashboard except web parts shared by an administrator. Tyler Dashboard User Guide, Version 5.8 Page 22

23 Note: Administrators can create an unlimited number of templates using the Manage Templates option from the Site Actions menu. To apply a template: 1. From the Personal Preferences menu, click Apply Template. The program displays the Apply Templates screen which lists all of the available templates. 2. To view template details, click the template name or click View. The program displays the template contents. 3. Click Return. 4. Select the check boxes for the templates to apply. Tyler Dashboard User Guide, Version 5.8 Page 23

24 5. Click Apply. The program displays the Apply dialog box. 6. Select the Remove check box if all existing user-added content should be removed from your dashboard before applying the templates. 7. Click Save. The program displays a confirmation message. 8. Click OK to apply the templates; click Cancel to cancel the application of the templates. If you click OK, the program displays a confirmation message when the templates are applied successfully. This message includes a summary of the templates that were applied to your personal dashboard. 9. Click OK. Site Actions Menu The Site Actions menu, accessed from the Tyler Dashboard home page, provides dashboard management options for system administration personnel. Tyler Dashboard User Guide, Version 5.8 Page 24

25 Edit Page The Edit Page option provides the Page Tools layout page. Use this page to add Microsoft SharePoint web parts to your dashboard. The Modify This Web Part page provides settings that are unique to the information contained in the selected web part, but also settings that generally apply to web parts. Settings that are unique to the web part include the ability to indicate which columns display, as well as the ability to establish the parameters for the information that displays on the web part. Site Settings The Site Settings page manages the overall dashboard display, shared web parts, and user permissions through a site collections page. A site collection is a website that may include subsites, which all share the same owner and administrators. Caution! Dashboard administration procedures should only be completed by system administration personnel. The Site Information section identifies the standard and mobile URL addresses for your dashboard. Adding a Group When you add a user or a group of users using this method, those users are automatically assigned to the Dashboard Members SharePoint group, which has Contribute level permissions. To add administrative users or users with more complex permissions, see the Add a User or Group with Full or Limited Permissions task. In order for SharePoint to recognize the user or group that you are adding, the user or group must exist on the local network account. To add a user or group with contribute permissions: 1. On the Site Settings page, click People and Groups under Users and Permissions. Tyler Dashboard User Guide, Version 5.8 Page 25

26 The program displays the People and Groups page. 2. Click New. 3. To add a new user or group, click Add User. The program displays the Grant Permissions box. 4. Enter the user or group name in the Users/Groups box. For example, type tyler\munisusers. To enter more than one user or group, separate the names using a semicolon. 5. Click the Check Names button to verify that you entered the user or group name correctly. 6. Click OK. To add a user or group with full or limited permissions: 1. On the Site Settings page, under Users and Permissions, click Site Permissions. The program displays the Permissions page. Tyler Dashboard User Guide, Version 5.8 Page 26

27 2. Select Edit on the ribbon. The ribbon refreshes to include permission options. 3. In the Grant group on the ribbon, click Grant Permissions. The program displays the Grant Permissions dialog box. 4. In the Users/Groups box, type the domain name, user, or group name. For example, type tyler\munisusers. To include more than one user or group, separate the names with a semicolon. 5. Click the Check Names button to verify that you entered the user or group name correctly. Note: If the name is entered correctly, it displays as underlined and in boldface text. 6. Select Add Users to a SharePoint Group and then select the group to assign to the users from the list. -or- Select Grant Users Permission Directly and then select the check box for the permission level to assign to the users. 7. Click OK. Tyler Dashboard User Guide, Version 5.8 Page 27

28 Configuring Regional Settings To maintain regional settings for your organization: 1. On the Site Settings page, under Site Administration, click Regional Settings. The program displays the Regional Settings page. 2. Update the settings, as required, and then click OK. Maintaining Site Collection Administrators Site collection administrators have full control over all websites in the site collection. To add or update site collection administrators: 1. On the Site Settings page, under Users and Permissions, click Site Collection Administrators. The program displays the Site Collection Administrators page. 2. Use the Check Names and Look-up buttons to verify names. 3. Click OK. Tyler Dashboard User Guide, Version 5.8 Page 28

29 Restricting Access to Microsoft SharePoint Settings The Dashboard Members group is automatically assigned to users added using the People and Groups page. This SharePoint group has contribute permissions and since users other than your system administrators should not have access to the SharePoint Settings page, you must change the contribute permissions to restrict general access to the SharePoint Settings pages. To restrict access to the Settings pages: 1. On the Site Settings page, under Users and Permissions, click Site Permissions. The program displays the Permissions page. 2. Click Edit on the ribbon. The ribbon refreshes to include permission options. 3. From the Manage group on the ribbon, click Permission Levels. The program displays the Permission Levels page. 4. Select the Contribute check box. 5. Select the Delete Selected Permission Levels option. Tyler Dashboard User Guide, Version 5.8 Page 29

30 Dashboard Services Dashboard Services maintains the connection between the Tyler Dashboard and the web services for the Tyler applications with which the dashboard connects. To view the connections that are available for different Tyler applications, use the Manage Connections list and select the application for which to view connections. The default value for this list is Dashboard. To create a new connection based on the active connection, click Duplicate. To remove a connection, click Delete. The Tyler Dashboard allows only one connection per application to be active at any one time. The Active check box is selected for the active service. Once you select an application, click the name link to view or edit the service details. Click Add Connection to create a new connection. The Dashboard Services option is only available to users with appropriate permissions. Tyler Dashboard User Guide, Version 5.8 Page 30

31 Dashboard Exceptions The Dashboard Exceptions page displays a list of exceptions (errors) encountered by the Tyler Dashboard. The program displays the time of the exception, as well as the username of the person who encountered the exception and a description of the exception. Use the calendar button to view exceptions for a specific date. The Exceptions page displays exceptions by date, with the current date as the default date. To view exceptions for a different date, click the calendar button and select the date. If enabled, click the button to attach the exception record to an message. The Dashboard Exceptions page is only available to users with appropriate permissions. Dashboard Templates Dashboard Templates provides system administrators the option of creating standardized dashboards that users can then apply to their personal dashboards. Templates can include favorites saved to the Programs tab or the My Favorites web part, as well as predefined views and web parts. Administrators can create an unlimited number of templates and users can apply multiple templates to their personal dashboards. If a user applies more than one template, any duplicate views, web parts, or favorites are merged together so that they are not duplicated on the user's dashboard. Users can remove all personal templates and additional web parts, favorites, or views from their dashboards, but they cannot remove the shared web parts managed by the administrator. The Dashboard Templates option is only available to users with appropriate permissions. To create a template, create a dashboard model that contains the user views, programs, and web parts that should be provided in the template. Once the dashboard is set, use the Dashboard Templates option on the Site Actions menu to display the Manage Templates screen. Tyler Dashboard User Guide, Version 5.8 Page 31

32 To add the template: 1. Click Add in the Manage Templates banner. The program displays the Add dialog box. 2. In the Name box, assign a name for the template. 3. From the Category list, select the category to which the template applies. 4. In the Description box, type a description of the template. 5. From the From User list, select the user whose dashboard is the model for the template. 6. Select the Replace Existing if Named the Same check box if the template is replacing an existing template of the same name. 7. Click Save. The program displays a confirmation message that the template saved successfully. 8. Click OK. Once you create templates, users can add them to their personal dashboards using the Apply Templates option on the Personal Preferences menu. To maintain a template, select the template or templates from the Manage Templates list and then select the applicable option from the Actions menu. Tyler Dashboard User Guide, Version 5.8 Page 32

33 To export a template: 1. Select the check box for the template to export. 2. Click Export. 3. Navigate to the location to save the file. 4. Type a name for the file in the File Name box. 5. Click Save. The program displays a confirmation message when the template is exported successfully. 6. Click OK. Note: Templates are exported as a single XML file. To import a template: 1. Click Import on the Manage Templates banner. 2. Navigate to the XML file that contains the template or templates to import. 3. Click Open. The program displays the Import dialog box. This dialog box lists the templates that are included in the file. 4. Select the check boxes for the templates to import. 5. Click View to view the contents of the selected templates. 6. Select the Replace Existing if Named the Same check box, if applicable. 7. Click Save to process the import; click Cancel to cancel the import. When you click Save, the program displays a confirmation message when the templates are imported successfully. 8. Click OK. Tyler Dashboard User Guide, Version 5.8 Page 33

34 To view template contents: 1. From the Manage Templates list, select the template to view and click View. The program displays a list of views, web parts, and favorites included in the template. 2. Click Return. To view the contents for multiple templates at one time: 1. Select the check boxes for the templates to view. 2. Click View. The program displays the View Contents window. 3. Click User Views to see the views and web parts included in the template. 4. Click My Programs to view a list of favorites saved to the Programs tab for the template. 5. Click OK. Tyler Dashboard User Guide, Version 5.8 Page 34

35 Dashboard Site Configuration Dashboard Site Configuration manages configuration settings for the Tyler Dashboard. Use this option to establish menu and default site options: Title Provides the text that displays in the dashboard banner. Initial Postback Delay Specifies the initial delay, in milliseconds, the postback waits before rendering. Street/City/State/Zip Code Provide the address for the location used to center the initial pin drop in mapping web parts. The Dashboard Configuration option is only available to users with appropriate permissions. Dashboard Notifications The Dashboard Notifications page manages notices that display to all dashboard users. When you click Add Item, the program displays a dialog box that provides the Priority, Title, Body (text of the message) and Display Duration fields. Tyler Dashboard User Guide, Version 5.8 Page 35

36 Complete these settings to define the message. When you click Save, the Dashboard Notifications page refreshes to include the scheduled item. The notification displays directly under the dashboard ribbon on users' personal dashboards for the defined timeframe. The notification is highlighted with the color associated with the notification priority: Red - Very Important Yellow - Important Green - Success Blue/Gray - Informational Use the Schedule Items list to filter the notifications that display. Tyler Dashboard User Guide, Version 5.8 Page 36

37 Web Parts Web parts are web-based portals that display information from various Tyler organizations or provide links to third-party applications. Web Part Actions The Settings option in the Tools group of the ribbon provides the options for adding, removing, and arranging the web parts that are available on your personal dashboard. If you are a system administrator, you can also manage shared web parts. See the Settings section of this document for details on adding or deleting web parts from your dashboard. Tyler Dashboard User Guide, Version 5.8 Page 37

38 To edit web parts currently available on your dashboard, click the down arrow in the web part banner, and then select Edit My Web Part or click Modify Web Part button in the web part footer. When you select Edit My Web Part or click the Modify Web Part button, the page refreshes to display the settings options specific to the selected web part. Click the plus button to expand the Appearance, Layout, Advanced, and Grid Columns options. Once you have updated the settings, click Apply. Caution! Tyler Technologies personnel recommend that individual users only make changes to settings specific to the web part or the general toolbar settings. Tyler Dashboard User Guide, Version 5.8 Page 38

39 Standard Web Part Settings Field Description Web Part Parameters This group of fields provides settings specific to the selected web part. The available fields vary according to the web part selected. Toolbar Settings Show the Toolbar This option determines if the web parts toolbar displays for the web part. Allow Detail Viewer This option determines if the detail viewer button displays for the web part. The detail view button displays the web part in a new window. Allow Auto Update This option determines if the auto update button displays for the web part. Auto update causes the web part to automatically update the available information according to the auto-update interval specified. Auto Update Status This allows you to indicate if the Auto Update function is turned on or off. Auto Update This box specifies the intervals between automatic updates for the web Interval part. The interval unit of measure is minutes. Appearance Title This box provides the title for the web part. When you click in this box, the field help button is available. Click field help to display a text box for editing the title. Height This option determines if the web part has a fixed height. If you select Yes, the height of the web part is fixed at the height you specify in the available box. Use the unit of measure list to specify the height measurement (centimeters, inches, millimeters, points, picas, or pixels). If you select No, the height of the web part is adjusted to fit the zone. Width This option determines if the web part has a fixed width. If you select Yes, the width of the web part is fixed at the width you specify in the available box. Use the unit of measure list to specify the width measurement (centimeters, inches, millimeters, points, picas, or pixels). If you select No, the width of the web part is adjusted to fit the zone. Chrome State This option determines if web part displays minimized or maximized the first time that you open the dashboard. When you select Normal, the web part displays maximized. When you select Minimized, the web part displays minimized. Chrome Type Layout Hidden Direction Zone Zone Index This list specifies if the title bar and border of the web part frame displays. This check box, if selected, causes the web part to be hidden when the dashboard opens. Hiding a web part allows the selected web part to supply information to another web part without having to display the current web part. This list indicates the direction in which information displays on the web part. The information can display from left to right or from right to left. This list determines the zone on the screen where the web part displays. The options are Header, Left, or Right. This list defines the order in which the web part displays in the zone. Enter a zero (0) in this box to indicate that the web part displays in the primary position. Tyler Dashboard User Guide, Version 5.8 Page 39

40 Field Description Advanced Allow Minimize This check box, if selected, enables you to minimize the web part so that only the title bar displays. Allow Close This check box, if selected, causes the Close option to be available on the Edit menu on the title bar. Allow Hide This check box, if selected, allows you to hide the web part. Allow Zone Change This check box, if selected, enables you to change the zone where the web part is located on the dashboard. Allow Connections This check box, if selected, enables you to connect the selected web part to other web parts. Allow Editing in This check box, if selected, allows you to modify this web part when the Personal View Export Mode Title URL Description Help URL Help Mode web part is available in a personal view. This list specifies the type of data you can export from the web part. The options are Do Not Allow, Non-Sensitive Data Only, or Export All Data. Note: This option is available according to your organization's dashboard configuration. This box contains the URL for the file containing additional information about the web part. When you click the title bar of the web part, the program displays this file in a new browser window. This box provides the screen text that displays when you hover your mouse pointer over the web part title or button. This box identifies the URL where the help content is located. When this box contains a value, the Help option is available on the Edit menu on the title bar of the web part. This list determines how help content displays. When you select Modal, the help content displays in a separate browser window that you must close before returning to the dashboard. When you select Modeless, the help content displays in a separate browser window that you do not have to close before returning to the dashboard. When you select Navigate, the help content displays in the current browser window. Catalog Icon Image This box specifies the URL for the image file for the icon that represents URL the web part. The image must be 16 pixels by 16 pixels. Title Icon Image This box specifies the URL for the image file for the title bar of the web URL part. The image must be 16 pixels by 16 pixels. Import Error This box provides the message that displays if an error occurs while Message importing the web part. Grid Columns These check boxes determine the information fields that display for the selected web part. Tyler Dashboard User Guide, Version 5.8 Page 40

41 Web Part Toolbar The web parts toolbar displays in the footer of many web parts. This toolbar provides options for refreshing the web part data, resetting the web part to the default settings, setting the auto refresh timer, viewing the web part in a new window, and maintaining web part settings. The toolbar also displays the date and time of the last update to the web part. When you modify a web part, you can remove the toolbar from the web part pane. If you do remove or modify the toolbar, you must close and reopen your dashboard to see the changes. If you remove a web part for which you have removed the toolbar, and then you add the web part again, the toolbar displays as the default setting for the web part. Option Refresh Description Updates the web part data from the source program. Reset Resets the web part settings to the default values. Auto-Update Detail Viewer Provides regular data updates for the web part according to a specified period of time. If the arrow on the button is red, the Auto Update functionality is not active; if the arrow on the button is green, the Auto Update functionality is active. Select the Modify this Web Part option from the toolbar to establish the autoupdate interval. Displays the web part in a new dashboard browser window. Modify this Web Part Displays the Modify This Web Part screen, which establishes settings for the web part appearance and layout. A web part may also have individual settings or parameters that must be established using this option. Tyler Dashboard User Guide, Version 5.8 Page 41

42 Tyler Dashboard Web Parts The Tyler Dashboard includes the elearning Links, Settings, My Favorites, and My Tyler Community web parts. elearning Links elearning tutorials, which are available on the Munis KnowledgeBase, provide interactive training for Tyler and Munis products. The elearning Links web part provides access to elearning tutorials directly from the Tyler Dashboard. Before adding the this web part, you must ensure that the KnowledgeBase Information box for the Munis Tenant is completed on the Dashboard Services page for the Munis tenant. System administration should complete this value when they establish your dashboard connections; if this value has not been entered, contact your system administrator. Once you have added the elearning Links web part, click the elearning title to open the tutorial in a new window. Tyler Dashboard User Guide, Version 5.8 Page 42

43 Settings The Settings web part configures the settings for sending s from pages or web parts that have the button enabled, such as the Dashboard Exceptions page. Once you have made all of the necessary changes, click Update. Field Description Settings Port No This box identifies the SMTP port number being used on the server. User ID This box provides the user ID used to log on to the outgoing mail server. Password This box provides the password for the user ID. SMTP Server This box identifies the address of the SMTP server. Default Addresses Send To This box specifies the default contact person to whom is sent for some web parts, such as the Exception Viewer. Return Address This box provides the default return address for sent . My Favorites The My Favorites web part stores links to frequently used web sites, Tyler Dashboard views, or Tyler application programs. When you are viewing favorites as a list, click Tile View to view favorites as buttons; when you are viewing favorites as buttons, click List View to view favorites as a list. Click the Edit button to change the settings for a favorite or click the Delete button to remove a favorite. Tyler Dashboard User Guide, Version 5.8 Page 43

44 To add a Tyler menu item favorite: 1. With the My Favorites web part open in the current view, navigate to the program to add on the Menu tab. 2. Right-click the program name. 3. Select Add to My Favorites. 4. Refresh your Tyler Dashboard page. Note: Program favorites are listed alphabetically. To add a view or website favorite: 1. Click Add Link on the My Favorites web part. The program displays the Add a New Link fields. 2. Type the Name and URL in the boxes. Tyler Dashboard User Guide, Version 5.8 Page 44

45 3. If you are adding a website, select URL under Type; if you are adding a favorite view, select View as the type option. 4. Select New Window or Same Window under Open In. 5. Click OK. Note: Favorites are listed in the order in which they were added. My Tyler Community Web Part The Tyler Community web part provides direct access to specific areas of Tyler Community (for example, Forums or Wikis). Prior to adding the My Tyler community web part, you must complete the Identity process to generate an API key. See the Tyler Community section for more information on generating and applying the key. To add the web part, click Settings in the Tyler Dashboard ribbon, navigate to the My Tyler Community web part, and drag the web part to a position box. Tyler Dashboard User Guide, Version 5.8 Page 45

46 Because there are multiple facets to the Tyler Community application, you may add the Tyler Community web part multiple times, and then customize each entry to provide access to a specific area of the community. Otherwise, you can edit the web part to update the focus, as needed. To customize the web part: 1. Open the Edit My Web Part settings from the web part Edit menu or by clicking the web part Settings button. 2. From the Display list, select the Tyler Community item to establish as the focus for the web part. Tyler Dashboard User Guide, Version 5.8 Page 46

47 If you add multiple instances of the web part, update the settings for each occurrence. On the Tyler Dashboard, the web parts provide direct access to the My Tyler Community items that you establish. Tyler Dashboard User Guide, Version 5.8 Page 47