Creating and Configuring Role Preferences

A role preference in TIBCO BusinessEvents Views ensures that Dashboard users in a given role have access to appropriate information.

Before creating role preferences, define the requirements for different sets of business users, then give each user one or more roles accordingly.

Each role is used to define the following:

  • A view (The default dashboard layout that a user sees on the dashboard)
  • A selection of charts for the role’s gallery of charts.

Procedure

  1. In TIBCO BusinessEvents Studio Explorer, select the view for the role preference and click the New Role Preference toolbar button. You see the first page of the New Role Preference wizard.
  2. Name the role preference, and optionally, provide a description. See the note for requirements. You can also change the view you selected as needed.
  3. (Optional) Enter the Role for the user.

    The role attribute supports space and special characters. The role name of user is matched with the Role attribute. This allows you to use group names in LDAP authentication with hyphens (-) in their name, for example VIEWS-USER.

    If no value is provided for the Role attribute, then the role name is matched with the role preference name. The match is case sensitive.

  4. Click Finish.
  5. In the Role Preference editor you can change the view and the description as needed.
  6. (First time only.) Click in the Gallery section. A window appears, prompting you to provide a name for a new folder. By default, the root folder is called root.

    The Gallery section displays controls to add more folders and populate them with charts.

  7. Add and remove charts from folders as desired, using the controls. For example, select a folder, and click the chart () button. At the Chart Selector window, select one or more charts and click OK.

    You can check the check box to limit the list to charts assigned to the view used by this role preference, for easier selection.

  8. Click Save.