Creating and deploying a theme

Use Dashboard Designer to create and deploy custom themes.

Before you begin

All the Dashboard Designer users can create themes.

However, only users with Publisher, Menu Administrator, and System Administrator roles can deploy the themes to Engine.

About this task

The font, chart, and background colors that you select for layout and widget elements are displayed in the Preview pane in the New Theme window. At any point of custom theme creation, you can click Reset to Classic to reset your selections to the default Classic theme.

Procedure

To create a custom theme, complete the following steps:

  1. Log in to Dashboard Designer.
  2. Click the Expand Expand icon to open the navigation pane of Dashboard Designer and click Themes > Custom > Create New Theme.

    The New Theme page opens.

  3. Click the Edit Theme Name Edit Theme Name icon that is displayed next to the New Theme field and enter a name for your custom theme.
    Note: Only alphanumeric characters, spaces, and underscore are supported.
  4. To define a font to be used for all the text elements of the dashboard, click GLOBAL FONT, and from the Font list, select a font.

    The Preview pane displays all the text elements in the selected font.

    To reset your font selection to the default Classic theme font, click the Reset Reset icon that is displayed next to GLOBAL FONT.

  5. To specify background colors for the headers, footers, menus, pages, and filters, click LAYOUT BACKGROUND, and complete the following steps for the Header and Menu, Page, Filter, and Footer:
    1. Click the colored list box next to each item.

      The Color window is displayed.

    2. Select a color and click OK.

    To reset your selections to the default Classic theme color pattern, click the Reset Reset icon that is displayed next to LAYOUT BACKGROUND.

    The Preview pane displays all the layout components in the selected colors.

  6. To specify background colors for widgets and pop-windows, and to specify chart colors, click WIDGET BACKGROUND / CHARTS and complete the following steps for Widget and Chart color:
    1. Click the colored list box next to each item.

      The Color window is displayed.

    2. Select a color and click OK.
    3. To add more chart colors, under Chart color, click the Add a color Add a color icon.
    4. To delete a chart color, click the Delete Delete icon.

    To reset your selections to the default Classic theme color pattern, click the Reset Reset icon that is displayed next to WIDGET BACKGROUND / CHARTS.

    The Preview pane displays all the widget components in the selected colors.

  7. To view the font, chart, and background color for the Engine pop-up windows, complete the following steps in the Preview pane:
    1. Select the Show pop-up window checkbox.
    2. To close the pop-up window, clear the Show pop-up window checkbox.
  8. To save the theme, click Save.
  9. In the Save Theme window, complete the following steps:
    • In the Theme Name field, enter a name for the theme, and click Save

    To save the custom theme with another name, click the Save As option.

  10. Click the Deploy Deploy icon to deploy the theme on Engine.

    A message indicating that the theme is deployed successfully is displayed.

Results

The newly created theme is listed under Most Recently Created Themes in the navigation pane on Dashboard Designer.
The All Themes page displays the following audit trail details for each custom theme:
  • Theme name
  • Date and time when the theme was first created, and the username of the user who first created the theme.
  • Date and time when the theme was last modified, and the username of the user who last modified the theme. Only the latest record is displayed.

What to do next

  • You can view and apply the custom or default themes to the Engine user interface.

    For more information, see Applying themes.

  • You can view, edit, or delete the custom themes. You can also create a copy of a theme. For more information, see Managing custom themes.