CSM 10.4 Documentation

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Configure User Dashboard and Calendar Settings

Use the Dashboards & Calendars page in the CSM Desktop Client to configure a default home dashboard, heads-up display HUD), and calendar. You can also clear the local metric cache.

To configure user dashboard and calendar settings:

  1. From the CSM Desktop Client menu bar, select Tools>Options.
  2. Select the Dashboards & Calendars page.
  3. Select a default dashboard:
    • Select the Use default option to use the global default Dashboard.
    • Select the Dashboard option, and then select the icon to open the Dashboard Manager so you can select a different dashboard.
  4. Select a default heads-up display:
    • Select the Use default option to use the global default HUD.
    • Select the Heads-up Display option, and then select the icon to open the Dashboard Manager so you can select a different HUD.
  5. Select a default calendar:
    • Select the Use default option to use the global default calendar.
    • Select the Calendar option, and then select the icon to open the Calendar Manager so you can select a different calendar.
  6. Select the Customize Mobile Settings check box to override the default mobile dashboards configured in CSM Administrator.
    Note: The CherwellMobile applications for iOS and Android were deprecated in March 2019 and are no longer available in their respective application stores. CherwellMobile applications that are already installed should continue to work as expected, however.
  7. Select the Allow Web Proxy for RSS, Twitter, and Other Web Requests check box to allow Web Proxy for RSS, Twitter, and other Web requests.
  8. Select Clear the Local Metric Cache to clear the metric values stored on your local machine.
  9. Select OK.

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