Communicating with Users via Dashboard
By abhijit.kakhandiki on Jul 24, 2009
This blog post originated as a question from our customer Harris Corporation. They eventually figured it out themselves, so kudos to them! BTW, Harris Corporation was recently named the winner of AMR’s Supply Chain Excellence Award for small to midsize businesses. Congratulations!
Harris has thousands of users, and they often want to communicate with them. They do have an internal Agile/PDM support website, and have used email and other means, but they really wanted a ‘push’ type of communication. A key requirement here was that the communication mode was one which Agile users could see without requiring any additional action on the part of the user. In Harris's case, they wanted to provide announcements (and hyperlinks) via a 'Login Announcements' URL when their users launched Agile.
Here are the steps they took to achieve this objective:
- Set up Login Announcements URL process extension, and table in the dashboard (one of my previous blog posts covered this)
- Export all users into an Excel file, retaining only the user id information.
- Add a column for Preferred Start Page and set that value for each user matching the name of the Login Announcements URL.
- Perform the standard import, using a very simple mapping file.
- To prevent users from modifying this start page setting, modify the privilege "Modify My User" to move the Preferred Start Page attribute from the right pane into the left pane, removing the user's ability to modify that field. This privilege is found in the My User Profile role.
In a similar manner, you can point users to other URLs, where you can announce upgrades, system downtimes and other information. Administrators can easily create content in a wiki type environment, that users can be automatically pointed to, when they login to their Agile system.
My thanks to Don Patterson and Mary Landers from Harris Corporation for raising this question and more importantly, determining and sharing the solution with me. If you have any such solutions to share, feel free to contact me or any other Agile PLM Product Managers.
As always, any comments are welcome.