Reporting: Manage a Chart Group and Chart

Document created by RSA Information Design and Development on Sep 14, 2017Last modified by RSA Information Design and Development on Oct 15, 2017
Version 9Show Document
  • View in full screen mode

You can manage chart groups and charts using the following procedures.

Manage a Chart Group

Depending on the access permissions set for the user role, you can modify or delete, import or export, drag and drop a chart, or refresh a chart group.

Modify a Chart Group

To modify a chart group in the default folder or subgroups under a chart group:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart Groups panel, select the chart group to modify.
    The selected chart group is modified and can be viewed on the Chart Groups panel.

Delete a Chart Group

To delete a chart group in the default folder or subgroups under a chart group:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart Groups panel, select the group and click .
    A confirmation dialog asks for confirmation that you want to delete the selected group.
  4. Click Yes to delete the group.
    The selected group is deleted from the Chart Groups panel.

Import a Chart Group

To import chart groups from other instances of NetWitness Suite:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. From the Chart Groups panel, select a folder to import the file.
  4. Do one of the following:
    • In the Chart Groups panel, click  > Import.
      The Import Chart dialog box is displayed. You can import multiple chart groups at the same time. To select multiple chart groups, press and hold the CTRL button and select the chart groups to be imported.
  5. Click Browse to select the binary file.
    NetWitness provides a file system view of the files.
  6. Locate the binary file and click Open.
    The file is added to the Import Chart list.
  7. (Optional) To overwrite any existing rule in the library with an identically named rule in the binary file when importing, select the Rule checkbox. If you do not select the Overwrite option, and an identical rule is encountered in the binary file, the binary file is imported and no error message is displayed.
  8. (Optional) To overwrite any existing list in the library with an identically named list in the binary file, select the List checkbox. If you do not select the Overwrite option, and an identical list is encountered in the binary file, the binary file is imported and no error message is displayed.
  9. (Optional) To overwrite any existing chart in the library with an identically named chart in the binary file when importing, select the Chart checkbox. If you do not select the Overwrite option and an identical chart is encountered in the binary file, the binary file is imported and no error message is displayed.
  10. Click Import to import the binary file.

Export a Chart Group

To export selected chart groups: 

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart Groups panel, select a chart group and click   and do one of the following:
    • Export - This selection exports a chart in a .zip file.
    • Export as Text - This selection exports all the content from the Reporting Engine in a .zip file which contains the data in text format.

    You can export multiple chart groups at the same time. To select multiple chart groups, press and hold the CTRL button and select the chart groups to be exported. The exported file is saved to the local drive.

Drag and Drop Chart to a Group

To drag and drop a chart from the Charts List panel to a group in the Charts Groups panel:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. Select a chart from the Chart List panel and drag and drop the chart to a group in the Chart Groups panel.
    The chart is copied to the group in the Chart Groups panel.

Refresh a Chart Group

To refresh chart groups:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart Groups panel, drag and drop the group.
    The chart group is moved to the new location.
  1. In the Chart Groups panel, Click .
    The chart group is refreshed.

Manage a Chart

Depending on the access permissions set for the user role, you can modify or delete, duplicate, import and export, enable or disable charts, search for existing charts, and refresh a chart list.

Access Control for a Chart

To set access permissions for a chart:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart List panel, select a chart.
  4. Click list_options_button.png > Permissions.
    The Charts Permissions dialog box is displayed.
  5. Based on the user role, select the appropriate buttons.
  6. (Optional) Select the checkbox if you want to provide read access permission to dependent rules.

Note: On selecting the check box, all dependent rules with No access permission are granted a READ access permission.

  1. Click Save.
    A confirmation message that the permission is successfully set for the selected chart is displayed.

Modify a Chart

To modify a chart in a group or subgroup:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart List panel, do one of the following:
    • Double-click a chart or select a chart and click .
    • Select a chart and click  > Edit.
      The Build Chart view tab is displayed.
      edit chart
  4. Modify the name of the chart.
  5. For the Reporting Engine to collect the data and generate chart results, select the Enable checkbox.
  6. (Optional) In the Rule Basis field, do the following:
    1. Click Browse.
      The Add Rule dialog  is displayed.
    2. Navigate the Rule tree and select a rule.
    3. Click Select.
      The Rule appears in the Rule Basis field.
  7. Select the data source from the Data Source drop-down list.

Note: If the data source is not listed, then ensure you have Read permissions set for the data source. This is applicable for NWDB and Warehouse data sources. For more information, see the Configure Data Source Permissions topic in the Host and Services Configuration Guide.

  1. (Optional) To modify the Interval value, click the up or down arrows.
  2. Select the limit value to limit the number of records to be displayed.
  3. Click Save.
    A confirmation message that the chart is modified successfully is displayed.

Delete a Chart

To delete a chart in a group or subgroup:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart List panel, do one of the following:
    • Select the charts and click .
    • Click  > Delete.
      A confirmation message asks if you want to delete the selected chart.
  4. Click Yes to delete the chart.
    A confirmation message that the chart is deleted successfully is displayed and the selected chart is deleted from the Chart List panel.

Duplicate a Chart

To duplicate an existing chart:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. From the Chart List panel, select a chart to be duplicated.
  4. In the Chart toolbar, click  .
    The chart is duplicated and gets added to the Chart List panel.

Import a Chart

To import charts from other instances of NetWitness:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. From the Chart Groups panel, select a folder from which to import the file.
  4. Do one of the following:
    • In the Chart toolbar, click Import.
      The Import Chart dialog box is displayed. You can import multiple charts at the same time. To select multiple charts, press and hold the CTRL button and select the charts to be imported.
  5. Click Browse to select the binary file.
    NetWitness provides a file system view of the files.
  6. Locate the binary file and click Open.
    The file is added to the Import Chart list.
  7. (Optional) To overwrite any existing rule in the library with an identically named rule in the binary file when importing, select the Rule checkbox. If you do not select the Overwrite option, and an identical rule is encountered in the binary file, the binary file is imported and no error message is displayed.
  8. (Optional) To overwrite any existing list in the library with an identically named list in the binary file, select the List checkbox. If you do not select the Overwrite option, and an identical list is encountered in the binary file, the binary file is imported and no error message is displayed.
  9. (Optional) To overwrite any existing chart in the library with an identically named chart in the binary file when importing, select the Chart checkbox. If you do not select the Overwrite option and an identical chart is encountered in the binary file, the binary file is imported and no error message is displayed.
  10. Click Import to import the binary file.

Export a Chart

To export selected charts to an external file:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart List panel, select a chart and click  and do one of the following:
    •  Export - This selection exports a chart in a .zip file.
    • Export as Text - This selection exports a chart from the Reporting Engine in a .zip file which contains the data in text format.

    You can export multiple charts at the same time. To select multiple charts, select the checkboxes of the charts to be exported. The exported file is saved to the local drive.

Enable a Chart

To enable a chart:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed. 
  3. In the Chart List panel, select a chart or several charts that display  in the Enabled column.
  4. Click .
    A confirmation message indicates that the chart(s) state is changed successfully.

Disable a Chart

To disable a chart:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart List panel, select a chart or several charts that display  in the Enabled column.
  4. Click 
    A confirmation message indicates that the chart(s) status is changed successfully.

Search an Existing Chart

To search for an existing chart:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart toolbar, enter text in the Search text box.
  4. Click  > Chart.
    The charts with the substring in their name are displayed in the search drop-down list.
    search drop-down list

Refresh a Chart

To refresh charts:

  1. Select MONITOR > Reports.
    The Manage tab is displayed.
  2. Click Charts.
    The Chart view is displayed.
  3. In the Chart List panel, drag and drop the charts to the desired group in the Chart Groups panel.
    The charts are moved to the new location.
  1. Do the following:
    • In the Chart List panel, click .
    • In the Chart Toolbar panel, select Auto Refresh.
      The Chart list is refreshed.
Previous Topic:Investigate a Chart
You are here
Table of Contents > Manage Chart Groups and Charts

Attachments

    Outcomes