<?xml version="1.0" encoding="utf-8" standalone="yes"?><rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom"><channel><title>Standalone Engineering Dashboard advanced configuration on Documentation - V2</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/</link><description>Recent content in Standalone Engineering Dashboard advanced configuration on Documentation - V2</description><generator>Hugo</generator><language>en</language><atom:link href="https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/index.xml" rel="self" type="application/rss+xml"/><item><title>CAST Dashboard Service schema connection configuration pooling</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/cast-dashboard-service-schema-connection-configuration-pooling/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/cast-dashboard-service-schema-connection-configuration-pooling/</guid><description>&lt;div class="alert alert-info" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Info&lt;/div&gt;
&lt;p&gt;&lt;strong&gt;Summary&lt;/strong&gt;: it is possible to modify the connection configuration for the &lt;strong&gt;Engineering Dashboard&lt;/strong&gt; and the &lt;strong&gt;RestAPI&lt;/strong&gt; to pool multiple CAST Dashboard Service schemas in one resource &amp;ldquo;domain&amp;rdquo;.  In other words, you no longer have to configure one resource (in the context.xml) per CAST Dashboard Service schema, instead, one resource (in the context.xml) can function for multiple CAST Dashboard Service schemas.&lt;/p&gt;
&lt;/div&gt;
&lt;div class="alert alert-warning" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Note&lt;/div&gt;
&lt;p&gt;This page is &lt;strong&gt;only relevant for Dashboard 1.x.&lt;/strong&gt; Dashboards 2.x already use connection pooling by default.&lt;/p&gt;</description></item><item><title>Education - change Share and Promote email text</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/education-change-share-and-promote-email-text/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/education-change-share-and-promote-email-text/</guid><description>&lt;div class="alert alert-info" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Info&lt;/div&gt;
&lt;p&gt;&lt;strong&gt;Summary:&lt;/strong&gt; This page explains how to change the text that is placed in a new email when using the &amp;ldquo;&lt;strong&gt;Share and Promote&lt;/strong&gt;&amp;rdquo; feature in the &lt;a href="https://doc.castsoftware.com/export-v2/dashboards/engineering-dashboard-user-guide/engineering-dashboard-education/"&gt;Education tab&lt;/a&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;h2 id="introduction"&gt;Introduction&lt;/h2&gt;
&lt;p&gt;When using the &amp;ldquo;&lt;strong&gt;Share and Promote&lt;/strong&gt;&amp;rdquo; feature in the &lt;a href="https://doc.castsoftware.com/export-v2/dashboards/engineering-dashboard-user-guide/engineering-dashboard-education/"&gt;Education tab&lt;/a&gt;, a new email with pre-filled text will be created in the default email client on the local machine (as shown below):&lt;/p&gt;
&lt;p&gt;&lt;img src="https://doc-data.castsoftware.com/DASHBOARDS/attachments/382610774/382610775.jpg" alt=""&gt;&lt;/p&gt;
&lt;p&gt;&lt;img src="https://doc-data.castsoftware.com/DASHBOARDS/attachments/382610774/382610776.jpg" alt=""&gt;&lt;/p&gt;
&lt;h2 id="change-this-text"&gt;Change this text&lt;/h2&gt;
&lt;p&gt;To change the text that is displayed in the new email, first locate and open the following file in a text editor:&lt;/p&gt;</description></item><item><title>Engineering Dashboard json configuration options</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/engineering-dashboard-json-configuration-options/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/engineering-dashboard-json-configuration-options/</guid><description>&lt;div class="alert alert-info" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Info&lt;/div&gt;
&lt;p&gt;&lt;strong&gt;Summary:&lt;/strong&gt; This page explains how to configure various advanced options that affect the entire &lt;a href="https://doc.castsoftware.com/export-v2/dashboards/engineering-dashboard-user-guide/"&gt;&lt;strong&gt;Engineering Dashboard&lt;/strong&gt;&lt;/a&gt;. Note that this page does not deal with &lt;strong&gt;Tiles&lt;/strong&gt; (see &lt;strong&gt;&lt;a href="https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/engineering-dashboard-tile-management/"&gt;Engineering Dashboard tile management&lt;/a&gt;&lt;/strong&gt;).&lt;/p&gt;
&lt;/div&gt;
&lt;p&gt;Above and beyond the configuration possibilities that are available for &lt;strong&gt;Tiles&lt;/strong&gt;, there are &lt;strong&gt;additional&lt;/strong&gt; advanced configuration options as listed below:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Configure the ability to request access when not able to log in&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Configure log out dialog box&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Configure the display of all Business Criteria or just Health Factors&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Define the number of violations displayed when &amp;ldquo;Show All&amp;rdquo; is clicked&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Choose a default language&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Define custom Action Plan priorities&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Configure session timeout interval&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Add a drop down tag filter list&lt;/strong&gt;&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Enable Action Plan Exclusion&lt;/strong&gt;&lt;/li&gt;
&lt;/ul&gt;
&lt;h2 id="how-to-configure-the-options"&gt;How to configure the options&lt;/h2&gt;
&lt;p&gt;The options listed above are governed by a .json file located here (this is the same file that is used to configure &lt;strong&gt;Tiles&lt;/strong&gt; (see &lt;strong&gt;&lt;a href="https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/engineering-dashboard-tile-management/"&gt;Engineering Dashboard tile management&lt;/a&gt;&lt;/strong&gt;).&lt;/p&gt;</description></item><item><title>Integration of CAST Action Plan into Atlassian JIRA</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/integration-of-cast-action-plan-into-atlassian-jira/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/integration-of-cast-action-plan-into-atlassian-jira/</guid><description>&lt;div class="alert alert-info" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Info&lt;/div&gt;
&lt;p&gt;&lt;strong&gt;Summary&lt;/strong&gt;: This document provides an example configuration for the Atlassian JIRA Web Service to exploit the results produced by CAST AIP via the &lt;strong&gt;CAST RestAPI&lt;/strong&gt;. Some existing scripts has been produced to create the interaction between APIs. They need to be adapted to the context of your ownproject.&lt;/p&gt;
&lt;/div&gt;
&lt;h2 id="prerequisites"&gt;Prerequisites&lt;/h2&gt;
&lt;table class="wrapped confluenceTable"&gt;&lt;colgroup&gt;&lt;col/&gt;&lt;col/&gt;&lt;/colgroup&gt;&lt;tbody&gt;&lt;tr&gt;&lt;td class="confluenceTd"&gt;✅&lt;/td&gt;&lt;td class="confluenceTd"&gt;&lt;p&gt;Access to the CAST RestAPI from the machine on which you are using the scripts.&lt;/p&gt;&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td class="confluenceTd" colspan="1"&gt;✅&lt;/td&gt;&lt;td class="confluenceTd" colspan="1"&gt;Access to Atlassian JIRA REST WebService from the machine on which you are using the scripts.&lt;/td&gt;&lt;/tr&gt;&lt;tr&gt;&lt;td class="confluenceTd" colspan="1"&gt;✅&lt;/td&gt;&lt;td class="confluenceTd" colspan="1"&gt;&lt;div class="content-wrapper"&gt;&lt;p&gt;Groovy &lt;strong&gt;3.x&lt;/strong&gt; should be installed on the machine on which you are using the scripts. using a more recent release will result in the following error:&lt;/p&gt;</description></item><item><title>Managing the Engineering Dashboard search indexes</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/managing-the-engineering-dashboard-search-indexes/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/managing-the-engineering-dashboard-search-indexes/</guid><description>&lt;div class="alert alert-info" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Info&lt;/div&gt;
&lt;p&gt;&lt;strong&gt;Summary:&lt;/strong&gt; This page explains how to manage the &lt;strong&gt;Search indexes&lt;/strong&gt; used in the &lt;strong&gt;&lt;a href="https://doc.castsoftware.com/export-v2/dashboards/engineering-dashboard-user-guide/"&gt;Engineering Dashboard&lt;/a&gt;&lt;/strong&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;h2 id="introduction"&gt;Introduction&lt;/h2&gt;
&lt;p&gt;The CAST Engineering Dashboard has two search options available for use:&lt;/p&gt;
&lt;ul&gt;
&lt;li&gt;&lt;strong&gt;Basic search&lt;/strong&gt;, providing search on items in the Assessment Model (i.e. rules) and on object names. Results are dependent on the location the search is made.&lt;/li&gt;
&lt;li&gt;&lt;strong&gt;Advanced search&lt;/strong&gt;, providing search for objects based on a list of violations. Results are not location dependent.&lt;/li&gt;
&lt;/ul&gt;
&lt;p&gt;Each search option is governed by a separate index which produces the results. An explanation of the indexes for each search option is provided below.&lt;/p&gt;</description></item><item><title>Report Generation configuration</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/report-generation-configuration/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/report-generation-configuration/</guid><description>&lt;div class="alert alert-info" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Info&lt;/div&gt;
&lt;p&gt;&lt;strong&gt;Summary:&lt;/strong&gt; This page explains how to configure Report Generation used in the &lt;strong&gt;&lt;a href="https://doc.castsoftware.com/export-v2/dashboards/engineering-dashboard-user-guide/"&gt;Engineering Dashboard&lt;/a&gt;&lt;/strong&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;div class="alert alert-warning" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Note&lt;/div&gt;
&lt;p&gt;This information is valid only for &lt;strong&gt;≤ 2.6&lt;/strong&gt; releases of the Engineering Dashboard: when using &lt;strong&gt;≥ 2.7&lt;/strong&gt;, no configuration is required since reports are generated automatically in PDF format. See &lt;strong&gt;&lt;a href="https://doc.castsoftware.com/export-v2/dashboards/engineering-dashboard-user-guide/engineering-dashboard-report-generation/"&gt;Engineering Dashboard - Report Generation&lt;/a&gt;&lt;/strong&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;h2 id="introduction"&gt;Introduction&lt;/h2&gt;
&lt;p&gt;The Report Generation feature allows you to generate reports on the fly direct from the CAST Engineering Dashboard interface. Various reports can be generated, however, some require some &lt;strong&gt;configuration&lt;/strong&gt; before they will work. See &lt;strong&gt;&lt;a href="https://doc.castsoftware.com/export-v2/dashboards/engineering-dashboard-user-guide/engineering-dashboard-report-generation/"&gt;Engineering Dashboard - Report Generation&lt;/a&gt;&lt;/strong&gt; for more information.&lt;/p&gt;</description></item><item><title>Using the GUI and CLI tools for Engineering Dashboard</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/using-the-gui-and-cli-tools-for-engineering-dashboard/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/using-the-gui-and-cli-tools-for-engineering-dashboard/</guid><description>&lt;div class="alert alert-info" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Info&lt;/div&gt;
&lt;p&gt;&lt;strong&gt;Summary:&lt;/strong&gt; this page explains how to use the standalone GUI based or CLI based tools to manually manage data for the &lt;a href="https://doc.castsoftware.com/export-v2/dashboards/engineering-dashboard-user-guide/"&gt;Engineering Dashboard&lt;/a&gt;.&lt;/p&gt;
&lt;/div&gt;
&lt;h2 id="introduction"&gt;Introduction&lt;/h2&gt;
&lt;p&gt;You can either launch the GUI tools that provide you with an interface to launch the process, or you use the CLI application in a batch file to launch the processes:&lt;/p&gt;
&lt;p&gt;&lt;img src="https://doc-data.castsoftware.com/DASHBOARDS/attachments/382610820/382610839.png" alt=""&gt; &lt;img src="https://doc-data.castsoftware.com/DASHBOARDS/attachments/382610820/382610840.png" alt=""&gt;&lt;/p&gt;
&lt;h2 id="synchronize-data-for-component-investigation-in-ed"&gt;Synchronize data for component investigation in ED&lt;/h2&gt;
&lt;p&gt;This action populates SQL tables needed to see the component browser information in the ED. If data is not synchronized, this module will display no data in the portal. The data is historized for each snapshot.&lt;/p&gt;</description></item><item><title>View custom Business Criteria in Engineering Dashboard</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/view-custom-business-criteria-in-engineering-dashboard/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/view-custom-business-criteria-in-engineering-dashboard/</guid><description>&lt;div class="alert alert-info" role="alert"&gt;&lt;div class="h4 alert-heading" role="heading"&gt;Info&lt;/div&gt;
&lt;p&gt;&lt;strong&gt;Summary:&lt;/strong&gt; this page explains how to ensure that any custom Business Criteria (and contributing Technical Criteria/Rules) are visible in the Engineering Dashboard.&lt;/p&gt;
&lt;/div&gt;
&lt;h3 id="introduction"&gt;Introduction&lt;/h3&gt;
&lt;p&gt;If you have created &lt;strong&gt;custom Business Criteria&lt;/strong&gt; with &lt;strong&gt;custom contributing Technical Criteria&lt;/strong&gt; and &lt;strong&gt;Rules&lt;/strong&gt;, you need to use the following steps to ensure that these items can be seen in the Engineering Dashboard. Take the following example created in the CAST Management Studio (at the current time it is not possible to create custom Business Criteria/Technical Criteria/Rules in &lt;strong&gt;&lt;a href="https://doc.castsoftware.com/export-v2/aipconsole/"&gt;CAST AIP Console&lt;/a&gt;&lt;/strong&gt;):&lt;/p&gt;</description></item><item><title>Custom Standard Compliance report generation</title><link>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/custom-standard-compliance-report-generation/</link><pubDate>Mon, 01 Jan 0001 00:00:00 +0000</pubDate><guid>https://doc.castsoftware.com/export-v2/dashboards/advanced-standalone-cast-dashboard-configuration-options/standalone-engineering-dashboard-advanced-configuration/custom-standard-compliance-report-generation/</guid><description>&lt;h3 id="introduction"&gt;Introduction&lt;/h3&gt;
&lt;p&gt;This document explains how to configure the Engineering Dashboard to generate your own custom Standard Compliance report, alongside the Standard Compliance reports provided by CAST. This procedure is advanced configuration and is only recommended for those that have good prior knowledge of report generation.&lt;/p&gt;
&lt;h3 id="how-it-works"&gt;How it works&lt;/h3&gt;
&lt;ul&gt;
&lt;li&gt;Custom report templates are defined in a .json file.&lt;/li&gt;
&lt;li&gt;Each custom report template .json file is stored in &lt;code&gt;&amp;lt;data&amp;gt;\config\ed\reports&lt;/code&gt; within your Engineering Dashboard installation folder.&lt;/li&gt;
&lt;li&gt;Each custom report template must be declared in &lt;code&gt;&amp;lt;data&amp;gt;\config\ed\ed.json&lt;/code&gt; within your Engineering Dashboard installation folder.&lt;/li&gt;
&lt;li&gt;The Dashboard is restarted to ensure the changes are taken into account.&lt;/li&gt;
&lt;li&gt;Custom report templates will be available in the report generation interface in the Engineering Dashboard, under the &lt;strong&gt;Standard Compliance&lt;/strong&gt; category - see &lt;strong&gt;&lt;a href="https://doc.castsoftware.com/export-v2/dashboards/engineering-dashboard-user-guide/engineering-dashboard-report-generation/"&gt;Engineering Dashboard - Report Generation&lt;/a&gt;&lt;/strong&gt;.&lt;/li&gt;
&lt;/ul&gt;
&lt;h3 id="step-by-step-instructions"&gt;Step by step instructions&lt;/h3&gt;
&lt;h4 id="step-1---define-your-custom-report"&gt;Step 1 - define your custom report&lt;/h4&gt;
&lt;p&gt;Create a blank .json file (you can name it however you want, but CAST recommends keeping the file name short where possible) and then start building the template with a text editor. Store the .json file in &lt;code&gt;&amp;lt;data&amp;gt;\config\ed\reports.&lt;/code&gt;&lt;/p&gt;</description></item></channel></rss>