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.
  Note: In order to open the visualization in the Portal, the visualization feature must be added to one of the supplied Portal Site menu bars.

Good to know:

• Actions, dashboards, visualizations, calendars, widgets, and searches can be viewed, accessed, or run in the CSM Portal; however, they are managed (created, edited, and deleted) 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.