This chapter introduces the User Portal. It discusses the following
The User Portal is intended for direct use by end users (in
contrast to such back end tools as Studio and the Management Portal).
The User Portal is designed to enable you to do the following tasks:
View and use dashboards and pivot tables, all containing
key information. For Ensemble users, this information can include
Ensemble business metrics. For DeepSee users, this information presents
aggregated views of your data that you can investigate in various
You can organize these items into folders for easier
management. Also, you can attach keywords to these items, so that
you can find items again more quickly.
Share your dashboards and pivot tables with other
The User Portal is a shared environment. That is,
the same items are visible to all users who have access to the User
Portal for a given Caché namespace.
Create dashboards, which generally display pivot tables
and other elements such as meters and scorecards. Dashboards are typically
intended to address specific business needs.
Access the DeepSee Analyzer, in which you can create
pivot tables or perform ad hoc analysis of data.
Share and access links to web pages and Zen reports.
(For Ensemble workflow users) Manage your workflow
In a supported browser, go to the following URL:
is the server
and port used by the Caché web server and samples
is the Caché namespace that you are using. When prompted,
enter your Caché username and password.
This user interface can be displayed in different languages.
Initially, the default preferred language (that is, the session language)
is the language specified for the browser, or English if the browser
language is not supported.
Note that after you select a language here, the system continues
to use that language even if you change the language used by the browser.
In the SAMPLES
namespace, the User Portal
looks like the following:
Notice the following elements in this page:
, these areas
are initially blank.
The main area on the right shows the public DeepSee
pivot tables, dashboards, and other items.
Here you can
open items, delete items, and mark items as favorites. You can also
expand or collapse the folders. The top area provides a search option.
For a dashboard, this area displays the title of the dashboard,
if it has a title; otherwise, this area displays the name of the dashboard.
This area does not display items that are marked as private.
If you are an Ensemble workflow user, the main area also displays
an item labeled Workflow Inbox
link in the upper left
contains options to create and open dashboards and pivot tables and
perform other tasks in DeepSee.
If you are assigned to
role, this menu includes an
option to access the Management Portal.
link at the top displays
link enables you to
The User Portal is a shared environment. Many of the items you
see are also visible to other users.
In the ENSDEMO
namespace (in Ensemble installations),
the User Portal displays a different set of sample dashboards. These
dashboards display Ensemble business metrics but look like the other
dashboards discussed in this book.
are central to InterSystems
DeepSee; they select and aggregate data. The following figure shows
an example pivot table that shows the number of patients and the average
allergy count per patient, grouped by age and gender.
Using this example as a reference, let us discuss the key terms
is used to group the
source data. A level has members
. Each member,
in turn, corresponds to a specific set of records in the source data.
is a value displayed
in the body of the pivot table; it is based on values in the source
data. For a given context, a measure aggregates the values for all
applicable source records and represents them with a single value.
The preceding example shows a preview of a pivot table within
the Analyzer, which provides a large set of tools for modifying the
pivot table, exporting to Microsoft Excel, toggling to a chart format,
and so on.
You typically see a pivot table within a dashboard
, as follows:
Notice that this dashboard includes multiple filters (shown
in the Filters
box), which you can use to filter
the items on this dashboard.
Dashboards can include other kinds of elements, including meters
. A scorecard
shows multiple rows of data in a tabular format that also includes
features such as value-dependent lamps and arrows. For example:
A meter shows one or more values in graphical objects like the
In the User Portal, you can do the following tasks, depending
upon your permissions:
Except where noted, these topics are discussed in this book.
DeepSee has a formal mechanism for managing access to DeepSee
functionality, DeepSee items, and your data. This mechanism is based
on the underlying Caché security framework. This section summarizes
how this mechanism affects you.
The User Portal and the Analyzer are secured as separate entities.
You may or may not have read and write access to both these components.
For example, you might have both read and write access for the User
Portal (which would let you view and create dashboards), but only
read access for the Analyzer (which would let you change a pivot table
but not save the changes).
Pivot tables, dashboards, and other items displayed in the User
Portal are known as folder items and can be secured via Caché
resources. This works as follows:
An administrator performs the following setup:
Creating resources in the Management Portal.
Creating roles in the Management Portal. These roles
can have either READ permission on a resource or both READ and WRITE
permissions on a resource.
Assigning users to roles, which enables them to read
(or read and modify) the items or items associated with a resource.
The administrator should then notify the DeepSee users about
the available resources and how they are to be used.
When you save a folder item, you can type the name
of the applicable resource into the Access Resource
DeepSee model elements can also be secured via Caché
resources. This works as follows:
An administrator creates resources and roles, and
assigns users to roles as described in the previous section.
Developers specify the resource (if any) that secures
each cube, subject area, and KPI (key performance indicator).