About Secure Dashboards:

Secure Dashboards allows a user to display a secure webpage that requires a username and password on their screens. Please note this is not a live view of the webpage, the feature will take a periodic snapshot of the webpage which can be automatically refreshed with the latest data in user-defined intervals (the minimum update interval is 5 minutes).


Please note - If the Secure Dashboards feature is not available in your account, please contact support@nowsignage.com and we will enable this.



How to set up Secure Dashboards:



Step 1 - Activate the app:

Once logged into your account, enter your project and navigate to the 'Apps' section on the left hand side panel.

Then click on the secure dashboards app and install (activate) it.



Step 2 - Create a Secure Dashboard:

Now you need to create a secure dashboard. To do this begin by clicking on '+ Add Secure Dashboard':


Now click on New (Blank) and you can then name your Secure dashboard and set it as active:

You can now add steps to setup an automated workflow when accessing the website. When you click on '+add step' you will be given the option of a drop down to select what the step you'd like to automate.


To begin select visit URL or Visit URL with delay (in some cases the webpage may need time to load before the next action takes place).


Then you will need to tell the app what to do next by adding further steps such as enter an email/username and a password.


Below is an example of a basic example to log into a webpage:



In the steps where data is required to be entered (such as Enter Password), there will be an additional 'Into Textbox' field. Within this field you are required to copy data directly from the webpage and paste it into this area, this is in order for the automated workflow to know exactly where the data needs to be entered when logging into the webpage.


To get this information for your text box/button please see the guide below or click on 'How do i choose the link/button/iframe?':

https://nowsignage.freshdesk.com/support/solutions/articles/44002475143-how-do-i-choose-the-textbox-button-link-etc-

 

Once you are happy with the workflow, set the final step within the workflow to take a screenshot. Once this is done click save and you will then see the following where you can generate a preview of what will be visualised on the screen:


in some cases the preview may show and error as the workflow may have failed at some point. If this is the case, simply edit your dashboard and you should see where it has gone wrong and make the appropriate amendments.



Step 3 - Adding the dashboard to your playlist:

Once the preview is ready and your are happy with it, you can add this to your playlist to display this on your screen/s.


To do this, simply create a new playlist or edit an existing playlist. Then within the 'Add to playlist' area select 'Secure Dashboards' from the dropdown list and you will see a list of dashboards which you have set up from within the Secure Dashboards App:



Now, select the dashboard which you want to display in your playlist, click 'Add', enter in a name for the dashboard, an appropriate duration for this to play for and click 'add to playlist' to save the changes. This will now be added to your playlist and will automatically update itself based on the 'refresh rate' you have set for the dashboard.