Customize the Service Portal

In this topic:

Customize Dashboard widgets

The Dashboard provides a quick view of your services and related information such as service requests, costs, resource usage, quota usage and important messages. You can customize the widget name and how the information is displayed on the dashboard. For example, you can change the cost period from yearly to weekly for the Cost widget.

Note: The information that's displayed may differ depending on the types of services that you have access to.

To customize the dashboard widgets:

  1. Hover over a widget and click Edit.
  2. In the Widget Settings page, modify the Widget settings as you want.

    For example, a default title is provided. You can change this default title if you want to.

    Some widgets have additional configuration and view options that you can set.

  3. Click Save.

    The widget is updated on your dashboard.

Group services in the My Resources widget

You can group your services on the dashboard. For example, you can group VMs by Guest OS.

service list widget settings

To group services:

  1. Hover over the My Resources widget and click Edit.
  2. From the Group by drop-down list, select a grouping category.
  3. Click Save.

Display VMs' DNS names in the My Resources widget

If you want, you can identify your VMs by DNS name.

To display VMs' DNS names:

  1. Hover over the My Resources widget and click Edit.
  2. Next to VM Name Display, enable Show DNS.
    VM and Services widget settings

    Your VM's DNS name is now displayed when it's available.

Customize reports in the Reports widget

Once you have created reports, you can display up to four reports on the dashboard for easy access.

Report widget settings

To customize the reports that are displayed:

  1. Hover over the Reports widget and click Edit.
  2. On the Widget Settings page, move up to four available reports to the displayed reports column using the arrow buttons or drag and drop.
  3. Click Save.

Customize properties in the Details

When you select a service, you can change what properties appear and the order in which they appear in the Details. Your changes apply to all services.

For example, you may only want to display details about the monthly cost and the logical disk size.

To customize the properties you see in the Details drop-down panel:

  1. On a service summary page, click in the Details drop-down panel.

    The Property Selection dialog appears, displaying the list of properties that are available and displayed in the Details drop-down panel. The properties vary based on the service type and the cloud platform.

    Note: You can use the search field to narrow your view of available properties.

    Property Selection dialog
  2. Use the arrows or drag and drop to change what properties appear on the Details drop-down panel and what order they appear in.

    You can display an unlimited number of properties.

  3. Click Update Properties.

Customize the table view

In addition to filtering capabilities, all tables allow you to sort on a particular column by clicking the column header. You can also resize the columns to adjust your view. Column size set for tables on the My Resources, Tasks, and Recommendations page is preserved if you sign out and sign back in.

The Service Requests table allows you to:

  • Choose which columns are displayed by clicking Display Options and selecting columns in the list.
  • Re-order columns by dragging column headers.
  • Export the table in CSV format by clicking Export.

The My Resources table allows you to switch from a list view to a tree view .

Resources in a list view are ordered alphabetically by resource name. Similarly, resources in a tree view are also ordered alphabetically by resource name, but also include child resources managed as a group. Child resources aren't ordered alphabetically.

In a tree view, click beside the type icon for a parent resource to expand the tree and display its children. For example, the image below shows a parent stack resource that includes a database and an auto scaling group with two VMs.

My Resources table displayed in tree view in the Service Portal.

Note: To see child resources in a tree view, you must have resources that are managed as a group such as GCP deployments, AWS stacks and auto scaling groups, vCenter virtual services, and Azure resource groups. Otherwise, resources displayed in a tree view will appear the same as in a list view.