This article only applies to Squared Up Version 2.0. If you're looking for help with Squared Up Version 3.0, please visit our new knowledge base

The dashboard links available in the navigation bar can be customised based on a user's role. For example, you may want a DBA to see a different set of dashboards to an Exchange administrator. The navigation bar links are defined using user profiles.

User Profiles

There are several different types of profile:


Default Profile - default.xml

The default profile is a special profile. Every Squared Up user will see the dashboard links defined in the default profile.

Group Profiles - group.<domain>.<groupname>.xml  e.g. group.mydomain.SQL DBAs.xml

All members of the Active Directory (AD) group will see the dashboard links defined in the profile. This is the typical way to define the navigation bar based on a user's role.

User Profiles - <domain>.<username>.xml  e.g. mydomain.user1.xml

In some cases you may want to configure the navigation bar for a specific user. This can be done with a user profile. User-specific profiles also contain user preferences (such as favourite metrics) and are automatically created when users first make changes to their preferences.

Open Access Profile - openaccess.xml

This is the profile that defines the navigation bar available for Open Access users.

The navigation bar will combine the dashboards from all matching profiles, that is, all dashboards in the default profile, plus all dashboards for the groups they are a member of (if any), plus any dashboards in their user profile (if any).

The user profiles are stored on the Squared Up web server in the following directory:

C:\inetpub\wwwroot\SquaredUpv2\UserProfiles


Customising the navigation bar does not enforce access control for dashboards. You must still apply appropriate role-based access control in Operations Manager. See Who can log on to Squared Up?

How to create a new group profile

1. In the UserProfiles directory C:\inetpub\wwwroot\SquaredUpv2\UserProfiles create a new file called:
group.<domain>.<group name>.xml

A Group Profile should use the format group.<domain>.<groupname>.xml


Where <domain> is your domain as shown in IIS:


And <groupname>matches the name of the Active Directory group exactly.


For example, for the group mydomain\SQL DBAs in Active Directory Users and Computers:



The xml group profile would be named:

group.mydomain.SQL DBAs.xml


2. Add the following content to the new XML file:

<?xml version="1.0" encoding="utf-8"?>
<UserProfile>
  <Links/>
</UserProfile>

Once this file is created the group name will appear in the 'users' drop-down box under 'Everyone', when publishing a dashboard:

How to publish a dashboard to the new group profile

There are two options for adding links to the navigation bar for different profiles:

1. Add a link when publishing a dashboard

2. Edit the XML directly (this is the only option for user profiles)

Add a link when publishing a dashboard

When publishing a dashboard you can add a link to the navigation bar. Once you have created a new group profile xml file, the group will appear in the dropdown under "Everyone". You can choose to publish the dashboard to this group rather than to the 'everyone', by selecting the group in the dropdown.  Members of this group will then see all the dashboards published to 'everyone' AND the additional dashboard you have just published to this group. 


How to edit the navigation bar

You can create menu items and move your dashboards from menu to menu using the 'edit navigation bar' option. Click on the menu icon at the top-right of the Squared Up page and choose "Edit navigation bar". If you have created group profiles, these will appear in the dropdown under "Everyone". Select a group in the dropdown to rearrange and add folder links to the navigation bar for that group.

For more information see How to create menus and submenus on the navigation bar.


To create a specific user profile

In the UserProfiles directory, create a new file called <domain>.<username>.xml where <domain> and <username> are replaced with the appropriate user details. For example, a profile for the user CORP\Alice would be called 'CORP.Alice.xml'.

Add the following content to the new XML file:

 

<?xml version="1.0" encoding="utf-8"?>
<UserProfile>
  <Links/>
</UserProfile>

 

Edit the XML directly

To publish a dashboard to a specific user, the only option is to edit the XML directly. Editing the profile XML gives you complete control over the navigation bar links, and also allows you to quickly copy and paste configuration between profiles. Individual user profiles do not appear in the Edit Navigation Bar users dropdown list.

FAQ

Can I stop the dashboards in the default profile showing in a specific user's navigation bar?

Yes. By default links from all matching profiles are combined in the navigation bar. You can choose instead to replace the entire navigation bar with the links defined in a specific users profile. Edit the users profile in C:\inetpub\wwwroot\SquaredUpv2\UserProfiles and change replace="false" to replace=”true” in <Links...> tag.

Can I stop the dashboards in the default profile showing for members of a group by editing the group profile?

No. The way nav bars are created by combining user and group profiles means this can't be done. The recommended approach is to take all the links out of the default profile, and put them in appropriate group profiles.

Can I turn on/off the "More" link for users?

Yes. The 'More' menu is always shown to SCOM administrators, but it can be turned on or off for other users using the autoPopulate option. Edit the relevant profile and change the  autoPopulate="false" to autoPopulate="true" to show the "More" link.

Why are my group profiles not appearing in the Edit Navigation Bar users dropdown list?

The group profile xml file name structure is important, check that is is formatted correctly with the correct domain name and group name as it is shown in Active Directory Users and Computers: group.<domain>.<group name>.xml

Individual user profiles do not appear in the Edit Navigation Bar users dropdown list.


See also:

How to create menus and submenus on the navigation bar

How to set default user preferences