Use this task to select all dashboards that make up your active set. Active dashboards are
accessible from on the tab bar under Dashboards.
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1 Go to Dashboards, click Options, then select Manage Dashboards. The Manage Dashboards page appears.
2 Select a dashboard from the Dashboards list, then click Make Active.
3 Click OK when prompted.
4 Click Close.
The selected dashboard is now on the tab bar.

Use this task to create a dashboard in ePO 4.6
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Dashboards allow you to keep a constant eye on your environment. Dashboards are collections of monitors. Monitors can be anything from a chart-based query, to a small web application, like the MyAvert Security Threats, that is refreshed at a user-configured interval.

Users must have the appropriate permissions to use and create dashboards.

Are you setting up dashboards for the first time?

When setting up dashboards for the first time:
1 Decide which default dashboards and default monitors you want to use.
2 Create any needed dashboards and their monitors, and be sure to make active any you
want available as tabs from the navigation bar.

Dashboards and how they work

Dashboards are collections of user-selected and configured monitors that provide current data about your environment. You can create your own dashboards from query results and use ePolicy Orchestrators default dashboards.

Queries as dashboard monitors

Use any chart-based query as a dashboard that refreshes at a user-configured frequency, so you can use your most useful queries on a live dashboard.

Default dashboard monitors

This release of ePolicy Orchestrator ships with several default dashboards, including:
• Audit — Provides an overview of access related activities occurring on your network.
• Client Events — Provides an overview of product deployment and update activities in your network.
• ePO Executive Summary — A set of monitors providing some high-level reports on security threats and compliance, with links to more specific product and McAfee specific information.
• ePO Summary — Similar to the ePO Executive Summary dashboard, a set of monitors providing high-level information and links to more information from McAfee
• RSD Summary — Provides an summary of the state of detected systems on your network.

Giving users permissions to dashboards

Use this task to give users the needed permissions to dashboards. For a user to be able to access or use dashboards, they must have the appropriate permissions.

Task
For option definitions, click ? on the page displaying the options.
1 Go to Configuration | Permission Sets, then click New Permission Set or select a permission set in the Permission Sets list.
2 Next to Dashboards, click Edit. The Edit Permission Set: Dashboards page appears.
3 Select a permission:
• No permissions
• Use public dashboards
• Use public dashboards; create and edit personal dashboards
• Edit public dashboards; create and edit personal dashboards; make personal dashboards public
4 Click Save.

Configuring the refresh frequency of dashboards

Use this task to configure how often (in minutes) a user’s dashboards are refreshed. This setting is unique to each user account.

When setting this, consider the number of users that you anticipate will be logged on at anytime.
Each user logged on with a dashboard displayed creates additional performance usage when
the dashboards are refreshed.

Task
For option definitions, click ? on the page displaying the options.
1 Go to Dashboards, then select Edit Dashboard Preferences from the Options
drop-down list. The Dashboard Preferences page appears.
2 Next to Dashboard page refresh interval, type the number of minutes you want between
refreshes.
3 Click Save.

Use this query, with its default settings, to view the percentage of systems (over time) in your
environment that are non-compliant.
Before you begin
This query and its results depend on the Generate Compliance Event server task. Schedule this
server task to run at a regular interval. This query depends on a Boolean pie chart query based
on managed systems (for example, the default ePO: Compliance Summary query).

Query results
The results of the query are displayed in a line chart. Details depend on the defined complaince
of the ePO: Compliance Summary query.

Comparable report in ePolicy Orchestrator 3.6
This query replaces all or part of:
• DAT-Definition Deployment Summary
• DAT Engine Coverage

MA: Agent Communication Summary query

Use this query, with its default settings, to view a Boolean pie chart of managed systems, divided
according to whether agents have communicated with the server in the last day.

Query results
The results of the query are displayed in a Boolean pie chart, which you can use to drill down
to systems that make up either pie slice.

Comparable report in ePolicy Orchestrator 3.6
This query replaces all or part of:
• Agent to Server Connection Info

Use this task to export query results for other purposes. You can export to HTML and PDF finals
for viewing formats, or to CSV or XML files for using and transforming the data in other
applications.

Task
For option definitions, click ? on the page displaying the options.
1 From the page displaying the query results, select Export Table or Export Data from
the Options menu. The Export page appears.
2 Select whether the data files are exported individually or in a single archive (ZIP) file.
3 If needed, select whether to export the chart data only, or the chart data and drill-down tables.
4 Select the format of the exported file. If exporting to a PDF file, select the page size and
orientation.
5 Select whether the files are emailed as attachments to selected recipients, or whether they are saved to a location on the server to which a link is provided. You can open or save the
file to another location by right-clicking it.
NOTE: When typing multiple email addresses for recipients, you must separate entries with
a comma or semi-colon.
6 Click Export.
The files are created and either emailed as attachments to the recipients, or you are taken to
a page where you can access the files from links.

Use this task to export a query to an XML file which can be imported to another ePO server.
Task
For option definitions, click ? on the page displaying the options.
1 Go to Reporting | Queries, then select a query from the Queries list.
2 Click Export, then OK in the Action panel. The File Download dialog box appears.
3 Click Save, select the desired location for the XML file, then click OK.
The file is saved in the specified location.

Use this task to create a query based on an existing query.
Task
For option definitions, click ? on the page displaying the options.
1 Go to Reporting | Queries, then select the desired query from the Queries list.
2 Click Duplicate, provide a name for the duplicate, then click OK.
3 Select the new query in the Queries list, then click Edit. The Query Builder wizard
appears with settings identical to those of the query that was the source for the duplicate.
4 Edit the query as desired, then click Save.

All users with permissions to public queries have
access to any personal queries you make public.
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