About Portal Visualizations

Portal Visualizations look and behave similarly to Visualizations in the Browser Client.

A Visualization is an interactive graphical representation of related data, represented as a relationship chain with colored nodes (boxes) and links (arrows). Defined alerts can also be added to indicate potential risk. Examples include:

• Configuration maps (records that are linked using a common factor)
• Organization charts

In the Portal, users can:

• View a Visualization using the Visualization button on the menu bar.
  In order to open the Visualization in the Portal, the Visualization feature must be added to the Out-of-the-Box (OOTB) IT Portal Site menu bar.

Good to know:

• Actions, Dashboards, Visualizations, Calendars, Widgets, and Searches can be viewed, accessed, or run in the Portal; however, they are managed (created, edited, deleted, etc.) and configured (security rights and defaults) only in the CSM Desktop Client and CSM Administrator.
• The Portal Visualization window provides much of the same functionality as the Desktop Visualization window and includes the toolbar, Main pane, Aerial pane, and Legend; however, the Portal Visualization window does not include a menu bar.