How to: Configure View Profiles

Summary

The purpose of this article is to explain the concept of View Profiles and how they can be configured. View Profiles are used to distribute dashboards to users through their Application Role. The View Profile feature allows you to assign specifically constructed dashboards to an Application Role. This means that you can control what each user should see, from a graphical perspective, depending on the Application Role that has been assigned to them.

When a View Profile is applied to an Application Role it will become the default view for all users with that Application Role EXCEPT any users who have previously customized their dashboard settings. Customized settings are not overridden by the View Profile. It is possible to force the use of the View Profile, overwriting custom settings, by removing entries from the NSSClient (default name) database. Please contact Northern's Technical Support team for assistance in this procedure (support@northern.net).

Pre-requisites

  • You will need to copy the NSS PowerShell toolkit from the NSS installation package. It's available in NSS version 9.7 SR2 and later releases. See KB-3150 for more information on how to configure the toolkit and use it as intended.

Create the View Profile

This section explains how to create the View Profile(s). As the initial creation of the View Profile requires that the current NSS Console view is modified, it is highly recommended to make a backup of the current view(s) before changing them. By doing this, you can easily revert back to the original view(s) in case a mistake is made or if an error occurs.

How to export the logged on user's view

Individual user views are stored as strings in the dbo.UserViews table in the NSSClient (default name) database. It is possible to save these strings by copying them directly from the database (from the columns Dashboards and PathViews). However, the intended method is via the NSS PowerShell Toolkit. Use the Get-UserView command to retrieve the view configuration strings. (Note that the database is accessed via the NSSX service, so the current user does need privileges on the database server.)

Use this simple Powershell script to print the current user's view settings to a new window:

  • Import-Module 'NSS PowerShell Toolkit location\NSSToolkit\NSSToolkit.psm1'
      $userViews = Get-UserView
      $userViews | Out-GridView

    Userview: Out-GridView

The information in the new Grid-View can be copied and pasted to a text-file in order to save it. It is also possible to write the results directly to a text file, be sure to confirm that the strings are not truncated by PowerShell.

How to create a new View Profile

  1. Configure the Dashboard(s) and Path View in the way you want the View Profile to be designed. In the example below, the default dashboard has been modified to display this information:

    • Numerical data growth rates
    • An overall data growth overview graph
    • The Top 10 File Type Groups History
    • The usage history for the Home Shares
    • Usage and growth levels for the Home Shares, including the name and department for each user (Path Labels have been used to create this widget - more information about Path Labels can be found in KB-3116)

    Customized Dashboard

    When you're done customizing your dashboards, save the changes and proceed to step 2.

  2. Now you can either update an existing View Profile with cmdlet Set-ViewProfileFromUserView or add a new View Profile with Add-ViewProfileFromUserView.

    Creating a new View Profile: The PowerShell command below creates a new view profile from the current view named Data Stewards. This view is then stored in the dbo.ViewProfiles table in the NSSClient (default name) database.

    • Add-ViewProfileFromUserView -name "Data Stewards"
    ViewProfile added to Database

    Editing an existing View Profile: The PowerShell command below edits an existing View Profile named User Views, using the settings from the current view. The entry in the dbo.ViewProfiles table in the NSSClient (defualt name) database is updated.

    • Set-ViewProfileFromUserView -name "User Views"
  3. Once the View Profile has been added/updated, it's possible to assign this particular profile to Application Roles. Go the Security Roles section in the NSS Console admin pages and select the Application Role that you want to assign the View Profile to. Click on Edit to generate the box where the changes can be made. Select your new View Profile in the drop-down menu and click on the 'Save'-button.

    In the example below, the new View Profile (Data Stewards) is assigned to the Administrator group:

    Assign View Profile

    All users that have the Administrator Application Role will now see the previously made Dashboard as their default Dashboard when they log on to the NSS Console.

Confirm results

Confirm that your View Profile appears in the View Profile list (as per step 3 above) and that it can be used as intended, i.e. showing the correct widgets and design when logged in with a user that has the Applicaiton Role for which that View Profile was assigned.

Please direct all questions to the Technical Support team at Northern (support@northern.net). We look forward to assisting you.

ADDITIONAL RESOURCES

  • KB3150 How to: Use the NSS PowerShell Toolkit
  • KB3116 How to: Configure Path Labels
  • KB Article: 3158

    Updated: 12/8/2016

    • Category
      • Usage
    • Affected versions
      • 9.70.20083.1605 [9.7 SR2]
      • NSS 9.8

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