Adding New Openspace Gadgets

The script for upgrading Openspace to version 3.1 or later does not merge the new Case Management, Data Admin, and Org Browser gadgets with existing user layouts. To do this, you must perform some post-upgrade steps.

Note: After upgrade, you may find that the gadgets appear on the wrong tabs. To correct the assignment of gadgets to tabs, click Reset Settings from the main menu. Then apply the persona to all users.

There are two scenarios, depending on whether the Standard persona has been saved and applied to user settings.

Scenario 1: No Standard Persona

The Default persona is modified by the upgrade script to include the new default TIBCO layout. This includes the new Case Management, Data Admin, and Org Browser gadgets. Any new users get this new layout straightaway. However, to enable existing users to get the new layout, you must perform the following steps after the upgrade script has been run:

  1. Log in to Openspace as an administrator.
  2. In the main banner, click Manage Settings.
  3. From the Persona box, click the down arrow and select Default Persona.
  4. Click Apply persona to all users.

As a result, each user has their settings reset to the new default TIBCO layout. When each user next logs in, they see a message that tells them that their settings have been updated and the new layout will be applied. Any user customizations such as sort or filter settings are reset to default and need to be recreated.

Scenario 2: Standard Persona Exists

In this scenario, you have previously created a Standard (customized) persona that is applied to new users and existing users (if the Apply persona to all users option was selected when the persona was created). The Standard persona is not modified by the upgrade script, and users continue to see the same Standard persona layout. New users also see this Standard persona layout.

To enable users to get the new layout, you must do one of the following after the upgrade script has been run:

  • Delete the Standard persona and apply the Default persona to all users (as in Scenario 1). To delete the Standard persona, select it from the Manage Settings dialog box, and then click Delete. Follow the steps in Scenario 1 to apply the Default persona to all existing and new users.
  • Modify the Standard persona to include the new gadgets or desired layout, and then apply it to all users, as follows:
    1. Log in to Openspace as an administrator.
    2. Configure the layout as required with any custom gadgets or new gadgets. (For information about how to do this, see the TIBCO Openspace User's Guide.)
    3. In the main banner, click Manage Settings.
    4. From the Persona box, click the down arrow and select Standard Persona. Click Save Settings. This applies the layout that you have configured to the Standard persona.
    5. Click Apply persona to all users.

    When an existing user next logs in, they see a message that tells them that their layout will be updated to the modified Standard layout. Any user customizations such as sort or filter settings are reset to default and need to be recreated. New users also see the modified Standard layout.