Dashboard Components

Overview Tab

The Overview tab provides several fixed widgets for getting a quick understanding of your Secret Server installation:

  • Active Monitoring Sessions: Your current monitored sessions. See Session Recording.

  • Approvals: Your current in-process approvals. See Secret Access Requests.

  • Engine Status: A scrollable list of distributed engine connection and activation statuses.

  • Heartbeat Status: A graphic of the current status of your heartbeats: success, pending, or failed. When you click on one of the statuses, you are brought to a report page for that status. For example, Reports > Secrets Failing Heartbeat. When you click the Current link , you are brought to the Reports > Heartbeat Status by Day page. See Secret Heartbeats.

  • Most Used Secrets: A table of the most recently accessed secrets, listed by date and folder.

  • Password Rotation: The state of your current password rotations. When you click the Today link you are brought to the Reports > RPC by Day report page. See Remote Password Changing.

To see an overview of incoming system and subscription alerts, see the Alert Notification Center (Inbox).

Customized Tabs

Tab Management

The following operations are available for creating custom tabs:

  • Create: Click the + to the right of the tabs to create a new empty tab.
  • Delete: Click the 1556733151372icon on a tab and select Delete to delete a tab. You can cancel changes by clicking the Cancel button. A confirmation pop up page appears.
  • Rename: Click the 1556733151372icon on a tab and select Rename to change the tab name. You can cancel changes by clicking the Cancel button.
  • Sort: Click and drag a tab to the left or right of an existing tab.

Dashboard Widgets

By default, the Overview tab contains the Favorite Secrets, Recent Secrets, and + Add Widget widgets (function boxes). You can add these widgets on custom tabs:

  • Expired Secrets
  • Out-of-Sync Secrets
  • Reports
  • Request Management

Widget Types

Table: Dashboard Widgets

Widget Description
Expired Secrets Displays expired secrets.
Favorite Secrets Displays secrets marked as favorites. Also appears on the Secret Navigation Slideout.
Out-of-Sync Secrets Displays secrets that are out-of-sync—the heartbeat or RPC have failed.
Recent Secrets Displays the secrets viewed most recently. Also appears on the Secret Navigation Slideout.
Report Displays a report. Click the Report Category list to select a report from the drop-down menu. One report can be displayed per widget. Click the title of the report to navigate to the Report View page.
Request Management Displays any requests pending for the logged in user.
+ Add Widget Default widget that appears on an empty custom tab. When clicked, adds a widget that is not currently displayed to the Dashboard. This widget's function is duplicated automatically when you add a new Dashboard tab. You cannot remove this widget.
The Search and Browse widgets cannot be rearranged. They always remain in the top left region of the tab.

Managing Widgets

The following operations are available (by clicking the 1556732823517 icon) for managing widgets:

  • Delete: Delete the widget from this custom tab.
  • Refresh: Update the information in the widget. This is not available for all widgets.