Customize the Home page

Learn how to cureate your starting experience in Observe.

When you log in to the Observe platform, you are taken to the Home page by default. You can customize the Home page to curate your own starting experience in Observe.

Home page area

Description

(1)
AI SRE

You can use AI SRE to begin asking questions, or use one of the cards featuring common questions to kick off an AI SRE session.

For example, you can click on the Busy Processes card to have AI SRE show you the processes that are consuming the most resources on the busiest hosts.

(2) and (3)
Favorite folders

You can also customize the Home page by adding folders to group your favorite objects, such as dashboards and Datasets. This is useful for providing easy access to the objects in Observe you visit the most or have the highest priority.

Favorites appear on the Home page in the following order:

  • Private objects are only visible by the user who is signed in.
  • Objects under Workspace, such as dashboards and Datasets, are visible to anyone with access to this Observe instance.
  • App favorites, such as aws/Getting Started with AWS in this example, are listed in alphabetical order. Any objects associated with a favorited app are automatically installed on the Home page.
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Note

Users with read-only access can create private objects and create groups, but cannot edit the Workspace objects and groups.

Use Favorites to add folders to your Home page

Add your favorite objects to the Home page using folders, and use Favorites to add the folders for those objects.

Perform the following steps to add a folder to the Home page:

  1. Click Favorites and then the + icon next to Private or Workspace to open a dialogue box for creating a folder.
  2. Enter a name for the folder and slide the Add to Home page toggle to the on position to add the folder to your Home page.
  3. (Optional) Add a description for the folder. You can use plain text or Markdown to add this description.
  4. Click Create to add the folder to your Home page.

Add objects to your Favorites folders

To add an object to your Favorites, navigate to a dashboard, Dataset, or Resource, and click the Favorites icon (). Complete the dialog box to add the object as a Favorite:

Field

Description

Location

Select the folder to which you want to add the object. The object defaults to the Workspace if you don't select a folder.

Save with

Select from one of three Save options to save your Favorite, such as Default, or with filters and time:

  • Default - defaults to the current version of the Datasheet or dashboard.
  • Filter and relative time - displays current filters with data in the relative timeframe in the Select Time Frame menu.
  • Filters and current time - displays the latest version based on the current time.

Save with state

You also choose the State to save the object, such as default or with filters and time. You have three options for State:

  • No, just default - defaults to the latest version of the Datasheet or Dashboard.
  • Yes, with filter and relative time - displays the latest version within the last 15 minutes.
  • Yes, with filters and current time - displays the latest version based on the current time.

Organize your Home page

You organize the content on your Home page and create custom folders for different users, teams, or groups. For example, you want to create separate folders on your custom Workspace for Engineering and Technical Support.

  1. Click Favorites and then the + icon next to Private or Workspace to open a dialogue box for creating a folder.
  2. In the Folder Name field, enter Engineering and a description of the folder.
  3. Toggle Add to Home page.
  4. Click Create to add it to your Home page.
  5. Click Explore and locate the content to add to your Engineering folder.
  6. Once you locate a Dashboard or Dataset, click the Favorites icon to open the Favorites dialogue box and add it to the folder.

To create a folder for Technical Support, use the following steps:

  1. Click Favorites and then the + icon next to Private or Workspace to open a dialogue box for creating a folder.
  2. In the Folder Name field, enter Technical Support and a description of the folder.
  3. Toggle Add to Home page.
  4. Click Create to add it to your Home page.
  5. Click Explore and locate the content to add to your Technical Support folder.