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Reports Sample Scenario: How to Include Dashboards and Reports in Custom Views

Updated: November 1, 2013

Applies To: System Center 2012 - Service Manager, System Center 2012 R2 Service Manager, System Center 2012 SP1 - Service Manager

One of the benefits of the System Center 2012 – Service Manager dependency on Microsoft SharePoint, and of including the new Microsoft Online Analytical Processing (OLAP) cubes in the Service Manager box, is that it is very easy to create SharePoint dashboards using PerformancePoint Services in Microsoft SharePoint Server 2010 or Microsoft Excel. You can then create a custom view in Service Manager to display these dashboards.

Use the following procedures to create a custom view to display a SharePoint dashboard from your environment in the Service Manager console. Complete all of the following three procedures, in the order that they appear.

To create the dashboard management pack

  1. In the Service Manager console, click Administration.

  2. In the Tasks pane, click Start PowerShell Session.

  3. In the Windows PowerShell window, type the following, and then press Enter:

    New-SCManagementPack –DisplayName Dashboards
    
  4. In the Service Manager console, click Work Items. In the Work Items pane, right-click Incident Management, and then click Create Folder.

  5. In the Create new folder dialog box, type Dashboards as the Folder name. Select Dashboards as the Management pack, and then click OK.

  6. In the Windows PowerShell, type the following two commands:

    Get-SCManagementPack –DisplayName Dashboards | Export-SCManagementPack –Path C:\DashBoards
    
    Get-SCManagementPack –DisplayName Dashboards | Remove-SCManagementPack
    

To edit the dashboard management pack in Visual Studio

  1. Start Microsoft Visual Studio.

    In Visual Studio, click File, click Open, click File, and in the Open File dialog box, point to the C:\DashBoards folder and open the management pack file that you just exported. The format of the file name is ManagementPack.<GUID>.xml.

    Edit the management pack file in Visual Studio, as described in the next several steps.

  2. Locate the <Assembly> tag, and replace it with the following code:

    <Assembly>EnterpriseManagement!WpfViewsAssembly</Assembly>
    
  3. Replace the current ID with IncidentDashboards, as follows:

    Locate the following code block:

       <Identity>
          <ID>ManagementPack.aded6801e732473d80731943d22d33dc</ID>
          <Version>7.5.1088.276</Version>
        </Identity>
    
    

    Within that block, update the <ID> block, as follows:

    <ID>IncidentDashboards</ID>
    

    Then, locate the following code block:

          <DisplayStrings>
            <DisplayString ElementID="ManagementPack.aded6801e732473d80731943d22d33dc">
              <Name>Dashboards</Name>
            </DisplayString>
    

    Within that block, update the <DisplayString> tags as follows:

    <DisplayString ElementID="IncidentDashboards">
    
  4. Select FileSave ManagementPack.<GUID>.xml As, and in the Save File As dialog box, type C:\DashBoards\IncidentDashboards.xml as the File name.

  5. In the <References> section, add a reference to the System.Library management pack. The resulting <References> section should look as follows:

        <References>
          <Reference Alias="EnterpriseManagement">
            <ID>Microsoft.EnterpriseManagement.ServiceManager.UI.Console</ID>
            <Version>7.5.1088.276</Version>
            <PublicKeyToken>31bf3856ad364e35</PublicKeyToken>
          </Reference>
          <Reference Alias="IncidentManagement">
            <ID>ServiceManager.IncidentManagement.Library</ID>
            <Version>7.5.1088.276</Version>
            <PublicKeyToken>31bf3856ad364e35</PublicKeyToken>
          </Reference>
          <Reference Alias="System">
            <ID>System.Library</ID>
            <Version>7.5.1088.276</Version>
            <PublicKeyToken>31bf3856ad364e35</PublicKeyToken>
          </Reference>
        </References>
    
    

    Save the updated file.

  6. Add a new PresentationsType section between the </Categories> and the <Presentation> sections. The end result of this addition should be as follows:

      </Categories>
      <PresentationTypes>
        <ViewTypes>
          <ViewType ID="Dashboard" Accessibility="Public">
            <Configuration>
              <xsd:any minOccurs="0" maxOccurs="unbounded" processContents="skip" xmlns:xsd="http://www.w3.org/2001/XMLSchema" />
            </Configuration>
            <ViewImplementation>
              <Assembly>Console!WpfViewsAssembly</Assembly>
              <Type>Microsoft.EnterpriseManagement.UI.WpfViews.Overview</Type>
            </ViewImplementation>
          </ViewType>
        </ViewTypes>
      </PresentationTypes>
      <Presentation>
    
    

    Save the updated file.

  7. Add a view declaration by adding the following between the <Presentation> and the <Folders> tags. The resulting code should look as follows:

      <Presentation>
        <Views>
          <View ID="View.IncidentDashboard" Accessibility="Public" Enabled="true" Target="System!System.Entity" TypeID="Dashboard" Visible="true">
            <Category>NotUsed</Category>
            <Configuration>
              <Presentation>
                <Header />
                <Content>
                  <WebBrowser xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation" xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml" Name="wb1" Source="http://Dashboards/IncidentDashboard.aspx"/>
                </Content>
              </Presentation>
            </Configuration>
          </View>
        </Views>
        <Folders>
    
    
    noteNote
    Replace the URL in the Source attribute with a URL to a dashboard in your environment. This URL should display content that the user’s browser can access on the Intranet or on the Internet.

    Save the updated file.

  8. Add a new FolderItem element to the FolderItems section. The resulting code should look as follows:

        <Folders>
          <Folder ID="Folder.dd2ff258eca54d93a4f10c312df00673" Accessibility="Public" ParentFolder="IncidentManagement!ServiceManager.Console.IncidentManagement" />
        </Folders>
        <FolderItems>
          <FolderItem ElementID="View.IncidentDashboard" ID="FolderItem.View.IncidentDashboard" Folder="Folder.dd2ff258eca54d93a4f10c312df00673"/>
          <FolderItem ElementID="EnterpriseManagement!Microsoft.EnterpriseManagement.ServiceManager.UI.Console.Task.CreateGridView" ID="FolderItem.695321a1458140e7af75fe3a95888f8e" Folder="Folder.dd2ff258eca54d93a4f10c312df00673" />
        </FolderItems>
    
    
    ImportantImportant
    The Folder ID is different each time because it is generated by the console when the folder is created. Copy the ID attribute from the <Folder> element, and paste it as the Folder attribute in the FolderItem element. Ensure that the values of the Folder element ID attribute and the FolderItem element Folder attribute are identical.

    Save the updated file.

  9. Update DisplayString with the ID from the previous step. Locate the following code:

            <DisplayString ElementID="Folder.<ID>”
    
    

    Update it with the ID from the previous step. This code should now resemble the following:

            <DisplayString ElementID="Folder.dd2ff258eca54d93a4f10c312df00673">
    
    
  10. Add a new ImageReference element to the ImageReferences section. The resulting code should look as follows:

        <ImageReferences>
          <ImageReference ElementID="View.IncidentDashboard" ImageID="IncidentManagement!IncidentMgmt_AllIncidents_16"/>
          <ImageReference ElementID="Folder.dd2ff258eca54d93a4f10c312df00673" ImageID="EnterpriseManagement!Microsoft.EnterpriseManagement.ServiceManager.UI.Console.Image.Folder" />
        </ImageReferences>
    
    
    noteNote
    This ImageReference element points to the default Incident icon that is used for the All Incidents view in the Service Manager console. You can use a custom image resource instead.

    Save the updated file.

  11. Add a new DisplayString element to the DisplayStrings section. The resulting code should look as follows:

      <LanguagePacks>
        <LanguagePack ID="ENU" IsDefault="true">
          <DisplayStrings>
            <DisplayString ElementID="View.IncidentDashboard">
              <Name>Incident Dashboard</Name>
            </DisplayString>
            <DisplayString ElementID="IncidentDashboards">
              <Name>Dashboards</Name>
            </DisplayString>
            <DisplayString ElementID="Folder.dd2ff258eca54d93a4f10c312df00673">
              <Name>Dashboards</Name>
            </DisplayString>
          </DisplayStrings>
        </LanguagePack>
      </LanguagePacks>
    
    

    Save the updated file.

To display the dashboard in a custom view

  1. In the Service Manager Windows PowerShell session, run the following command to validate the IncidentDashboards management pack:

    Test-SCManagementPack –FullName C:\DashBoards\IncidentDashboards.xml
    
  2. If the validation is successful, import the management pack by running the following command:

    Import-SCManagementPack –FullName C:\DashBoards\IncidentDashboards.xml
    
    
  3. Close and then reopen the Service Manager console.

  4. Click Work Items. In the Work Items pane, expand Incident Management, and then expand Dashboards. Select the Incident Dashboard view to view the dashboard from the SharePoint site that is hosted in the Service Manager console.

    noteNote
    If you are running this procedure in an environment that does not have the Service Manager data warehouse, the dashboard may not display actual data.

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For additional resources, see Information and Support for System Center 2012.

Tip: Use this query to find online documentation in the TechNet Library for System Center 2012. For instructions and examples, see Search the System Center 2012 Documentation Library.
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