Using the Dashboard View

The upper part of the Layout dialog allows you to select the components you want to display in the Dashboard view’s display. The following figure shows this area:

The Position column indicates the tile in the display pane layout at which the named component is displayed. In this example, a four-tile layout is selected and DirX Identity total audit events on accounts by month and operation appears in the top left tile.

The icon in the last column of the table identifies whether the component is public or private .

To add a new component to the list, click Add new. The DirX Audit Manager Classic displays two tabs: one that lists the public components available to you, and one that lists your private components:

Click a tab to choose which kind of components to list. You can use the Title field to filter the component names. When you find a component you want to use, click it in the list to select it. The DirX Audit Manager Classic adds the new component to the bottom of the selected components list. If there is no available zone in which to display the new component, it is shown as crossed out in the list.

To move a component to a different position in the selected components list, click the component and then click Up or Down. To delete it from the list, click Remove.

To exit the dialog without making any changes, click Cancel.

The lower part of the Layout dialog displays a selection of layouts from which you can choose, as shown in the following figure:

To select a layout, click it. The selected layout is then highlighted in red. To confirm the selection, click OK. To cancel the selection and return to the Dashboard main page, click Cancel.

If there are more components selected than tiles available in the layout, the components that can no longer be displayed are shown crossed out in the Components Selection area. For example, suppose you are displaying six components in a six-tile layout, and then you change the layout from six tiles to two. When you click OK, the Components Selection dialog shows the components in positions 1 and 2 (the only available tiles in the new two-tile layout) but crosses out the components in positions 3 through 6. If you want to display different components in the available tiles, select them in the list and then click Up or Down to move them into the available tile positions (1 and 2, in this example).

To display a single component in the entire Dashboard display, click the button in the component display. The following figure shows a maximized component.

When one component is maximized, you can display a different component by clicking its title button below the maximized component.

To restore the display to show the selected components in their tiles, click the button.

To export the aggregated audit data presented in a component into a PDF file, click the button in the component display. DirX Audit Manager Classic creates a PDF file that you can open in a separate tab with a PDF reader or save to your local file system with your Internet browser.
Here is an example of an exported component:

To send the aggregated audit data presented in a component as a PDF file in an e-mail attachment, click the button in the component display. DirX Audit Manager Classic creates a PDF file that can be enclosed in an e-mail message. Provide data for the To, Cc, Bcc, Subject and Body e-mail message fields, and then click OK to send the message.

This feature is only available when you have set and configured Send emails in the Core configuration. See the section “Common SMTP Configuration” in the DirX Audit Installation Guide for details.

To display detailed information about the audit events indicated in a bar, line, or slice in a component display, click it. The DirX Audit Manager Classic opens the events view and displays details about each audit event. For example, consider the Total audit events by month and source component, shown below.

Each bar in the chart indicates the total number of audit events that occurred on a specific source. To get detailed information about the seven audit events from DirX Identity on May 2025, click on the bar labeled May/2025. DirX Audit Manager Classic displays the following information about these audit events:

Each row in the table provides details about each of the ten password change events. For more information on how to work with the events view, see the chapter "Using Audit Analysis", because the basic functionality is the same.

To return to the Dashboard component view, click the button.

Sometimes the total number of events displayed in a Dashboard component audit event category does not correspond to the number of events you see when you drill down on the category. This can happen when:

You can use the Dashboard charts on history entries to directly access the detailed view of related history entries. To display detailed information about the history entries indicated in a bar, line, or slice in a component display, click it. The DirX Audit Manager Classic opens the list of history entries and displays details about each of them.

When the dimension is set to Month, Dashboards that display history entries will display the status for each month as of the last day of that month. Set the dimension to Date and time to view all values for the month. For more information about how to change the dimension, see the section "Changing Component Settings" and "Changing the Data Source".

The DirX Identity total history approval workflow entries by month and status component shown below has the dimension set to the value Date and time and shows all values in the months.

Each bar in the chart indicates the approval workflow history entries on a specific date. To get detailed information about history entries, click, for example, on the bar labeled 4/28/2025. DirX Audit Manager Classic displays the following information about these history entries:

To access the history entry’s details, click the button in the last column of the drill down list. The History view opens.

You can sort the result list either by entry type or by the dxrUid (dirxEntryUUID) identifier. You can use the Name field to filter the entries by name.

To return to the Dashboard component view, click the button.

To change the settings for a component you’re displaying, click the button in the component display. This action opens the Edit component dialog for the component, where you can change the data source or the display format for the component. For more information about how to use this dialog, see the section "Changing Component Settings".

To schedule the generation of a component report, click the button in the component display. This action opens the Add a new report to a report set dialog where you can select an existing report set or create a new one. For more information about how to configure a report, see the section "Using the Reports View".

To change a component’s settings, click the button to the right of the component in the list. This action displays the Edit component dialog, as shown in the following figure:

As shown in the figure, the Edit component dialog contains the following items:

To export a component’s settings - its configuration data - to an XML file in the local file system, you can either:

The following figure shows an example of an XML definition of a component’s settings.

To import component settings defined in an XML file to the Dashboard:

The import and export functions in the Manage Components dialog work together to allow you to export a component’s settings to an XML file and then change them "offline" in the file system, and then upload them back into the Dashboard. You can also use the import function to create a new component "offline" and then import it into the Dashboard.

You can create new components in several ways: