Dashboard Components

Secret Panel

Click the Open Secret Panel button in the top right to view the Secret panel. The panel contains:

  • Favorites: A list of your favorite secrets, which you manually tagged by clicking the star icon on the All Secrets page.

  • Recent: A list of your recently used secrets.

  • Most Used Secrets: A list of your most frequently used secrets.

  • Shared with Me: A list of secrets others shared with you.

Overview Tab

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

  • Approvals: Your current in-process approvals. See Access Request Overview.

  • Engine Status: A scrollable list of distributed engine connections 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 Heartbeat Status by Day link , you are brought to the Reports > Heartbeat Status by Day page. See Heartbeat Overview.

  • 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 RPC by Day for today link you are brought to the Reports > RPC by Day report page. See RPC Overview.

To see an overview of incoming system and subscription alerts, see the Notification Inbox Overview.

Customized Tabs

Tab Management

The following operations are available for creating custom tabs:

  • Create: Click the + icon to the right of the tabs to create a new empty tab.
  • Delete: Click Remove tab page on a tab and select Confirm remove tab to delete a tab. You can cancel changes by clicking Cancel. A confirmation pop up page appears.
  • Rename: Click Rename on a tab to change the tab name. You can cancel changes by clicking the Cancel button.
  • Sort: Click Sort: on a tab, the Sort menu will appear. Drag the tab names up and down inside the Sort menu to change the sort order of the tabs. When done, click Save tab order.

Dashboard Widgets

By default, the Overview tab contains above mentioned widgets (function boxes). You can add these widgets on custom tabs:

  • Expired Secrets
  • Favorite Secrets
  • Out-of-Sync Secrets
  • Recent 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 More Options icon on a widget) 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.