Homepage

When you sign in to OpenLM Platform, you land on the Homepage. Use it to check at a glance whether your license servers are up, which features are being denied or heavily used, and which license pools are saturated or idle, and to open the detailed reports behind those signals.

Return to the Homepage

The Homepage opens when you sign in. To return to it from any service, open Navigation (the grid icon in the header) and select Homepage.

First sign-in

To take a tutorial on how OpenLM Platform is organized and how to navigate it, select Start Tutorial in the Welcome to the OpenLM Platform dialog that opens the first time you sign in. Select Start In New Tab to keep this page as it is, or close the dialog. You can reopen the tutorial at any time from Help, then Show Onboarding Guides in the header.

The following screenshot shows the dialog over the dashboard on your first sign-in.

The Welcome dialog appears once, on your first sign-in.

New accounts start a 30-day trial. To see how many days remain, check the Trial Expires Soon banner on the Dashboard, next to the Upgrade Now button.

Dashboard and Reporting Dashboard

To switch between the operational widgets and the curated business-intelligence reports, use the two tabs at the top of the Homepage:

• Dashboard: the operational dashboard described on this page, built from widgets you can rearrange.
• Reporting Dashboard: the curated business-intelligence dashboards. For the reports available there, see BI Reports.

Toolbar

To change the time range the widgets cover, reload them with the latest data, export the dashboard as a PDF, or, as an administrator, invite users and activate products, use the toolbar at the top of the Dashboard:

• Period: set the time range for the widgets that report over time: Last 7 days, Last 14 days, or Last 30 days. Each widget shows the period it uses next to its title. Snapshot widgets, such as License Servers Status, always show the current state.
• Refresh dashboard (the circular-arrow button): reload every widget with the latest data.
• Export PDF: download the current dashboard as a PDF, for example to share it in a meeting.
• Invite User: send someone an invitation to join your OpenLM account. Available to administrators only.
• Activate Product: open the product catalog to activate an OpenLM service. Available to administrators only. For more information, see OpenLM Products.

Read the widgets

To see what needs attention first, scan the widgets. Each one answers a single operational question. The default layout includes these widgets:

• Most-Denied Features: the features where users most often reach a license ceiling in the selected period.
• Most-In-Use Features: the features your teams consume most, shown next to denials so you can compare demand with spend.
• License Servers Status: whether each monitored license server is up, so a single outage does not hide behind an aggregate number.
• License Pool Saturation: the pools that are maxed out, where more denials are likely.
• License Pool Underutilization: the pools sitting idle, where licenses can be reclaimed or reallocated.
• Upcoming Expirations: licenses that expire in the coming period (Next 30 days by default).
• Recently Expired Licenses: licenses that expired in the selected period.

Until your components report data, each widget shows what is missing. The license-server and license-pool widgets also link to Manage license servers, for example under No license servers configured yet. If you are still setting up, follow About OpenLM Platform end to end.

Tailor the dashboard

To keep the signals your team cares about in view, add, remove, and rearrange widgets, then save the arrangement as a layout.

1. Select Manage Dashboard.

   The Manage dashboard panel opens.

2. On the Widgets tab, add a widget by selecting its ⊕ button or by dragging it onto the dashboard.

3. Drag a widget by its handle to move it, or select its remove button to take it off the dashboard.

4. On the Layouts tab, select Add Layout or Import Layout to manage your saved arrangements.

5. (Optional) On the Layouts tab, set which layout opens by default.

6. (Optional) To switch between layouts, use the Layout picker in the toolbar.

Twelve more widgets are available on the Widgets tab:

• Most-Denied Users
• Least-Used Features
• Most-Used Products
• Most-Used Vendors
• Most-Active Users
• Least-Active Users
• Longest Sessions
• Most-Idle Sessions
• User Status
• Host Availability
• License File Deployments
• License File Sync Coverage

The following screenshot shows the panel that lists the widgets you can add.

Add widgets from the Manage dashboard panel. Drag the handle on each widget to move it into place.

Ask a question in plain language

To get an answer about your licenses, usage, or denials without opening a report, select Ask OpenLM in the header. In the assistant panel, select one of the example questions, such as "Which features are we paying for but not using?", or enter your own question and select Send question.

Why are the widgets hidden?

The Homepage widgets depend on Software License Management (SLM) being active for your account. If it is not active, the widgets stay blurred behind an Activate SLM to view your dashboard card instead of showing empty panels. To activate it, select Activate SLM on the card, or Activate Product in the toolbar, to open the product catalog. See Register and activate OpenLM Platform.

The following screenshot shows the Homepage before SLM is active.

Before SLM is active, the dashboard shows a lock card instead of data.

Related

For related information, see:

• Verify your setup: confirm data is flowing before you rely on the widgets.
• Denials and Usage: the detailed views behind the denial and usage widgets.
• BI Reports: the dashboards on the Reporting Dashboard tab.