Searching the Help
To search for information in the Help, type a word or phrase in the Search box. When you enter a group of words, OR is inferred. You can use Boolean operators to refine your search.
Results returned are case insensitive. However, results ranking takes case into account and assigns higher scores to case matches. Therefore, a search for "cats" followed by a search for "Cats" would return the same number of Help topics, but the order in which the topics are listed would be different.

Search for | Example | Results |
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A single word | cat
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Topics that contain the word "cat". You will also find its grammatical variations, such as "cats". |
A phrase. You can specify that the search results contain a specific phrase. |
"cat food" (quotation marks) |
Topics that contain the literal phrase "cat food" and all its grammatical variations. Without the quotation marks, the query is equivalent to specifying an OR operator, which finds topics with one of the individual words instead of the phrase. |

Search for | Operator | Example |
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Two or more words in the same topic |
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Either word in a topic |
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Topics that do not contain a specific word or phrase |
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Topics that contain one string and do not contain another | ^ (caret) |
cat ^ mouse
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A combination of search types | ( ) parentheses |
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Template Manager
The Template Manager enables you to edit, download, and delete dashboard templates. You can add new instances, or edit and delete existing ones.

Administration > Manage Dashboards
Choose a dashboard, click Edit, then select the dimension that you want to use as a variable for your instances, for example
dim. Click Yes in the resulting dialog.
Alternatively, choose an already created template and click Edit.
Learn More

The number of dashboards you are entitled to create depends on your Operations Bridge licenses.
Each instance counts as one dashboard. The template itself is not counted.

Use these buttons to manage your dashboard templates as follows:
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Delete the template and all its instances from BVD. Caution Deleting the template will also delete all instances of the template. To only delete a single instance, use the delete button in the Instances pane. |
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Download the template to an SVG file. |
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Edit the template. |
Use these buttons to manage your instances as follows:
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Add an instance of the template. |
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Delete an instance of the template. Click undo after the deletion to restore the deleted instance. |
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Show or hide the instance in the |
Tasks

After creating the dashboard template, the original dashboard is automatically added as the first instance of the template.
Add additional instances by clicking New in the middle pane. On the right pane, you can edit the title of the dashboard (recommended), the categories, and variables.
If you do not edit the values of the variables, the widgets will show the default values of the template.
For more information, see How to Edit Instances.

Click an instance in the middle pane to open the properties on the right.
Edit any of the following properties:
- Title
- Recommended. Change the title of the instance in order to differentiate between the similar dashboards.
- Categories
- Instances inherit the categories that are assigned to the template, but can also have individual categories assigned to them. Remove or add new categories to restrict a user's access to dashboards of a specified category. For more information, see Categorizing Dashboards.
- Variables
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The Variables section displays the dimensions you selected as variables when creating the template, and the available values of the dimensions. Change the values to create individual instances. By default, the placeholder
Variables from template
indicates that no value is assigned and the widget shows the default values of the template. To add more variables, see How to Modify Templates.
If you remove all variables, the instances will be deleted and the template will be converted back into a dashboard.You can use template variables in URLs and embedded web pages. For more information, see Web Page Widgets.
Tip If recently added variables and/or values are not displayed, select another instance in the right pane, then reselect the instance you want to modify.

Editing Templates
Click the Edit button in the left pane.
Edit any of the general Dashboard Properties, or select a widget for editing.
To add more variables to your template, select a widget for editing. Click on the dimensions you want to use as variables and save the template.
Saving the modified dashboard template will apply these changes to all instances.
Make sure to assign different values of the variables to each instance. If no values are assigned, the instances will show the default values of the template.
Replacing Templates
You can upload an SVG file as often as you want. Click the Edit button in the left pane, and in the Dashboard Properties click
Replace Dashboard. Upload a new file with the same name.
Alternatively, click + in the Manage Dashboards page and upload a new file with the same name.
You can choose to replace the SVG only or replace both the SVG and the instances:
Click Replace SVG to replace the previous version of the template with the newer version while preserving the instances. The newer version does not overwrite existing dashboard properties or widgets, only new widgets are added. The changes of the new dashboard template are applied to all instances.
Click Replace Template to replace the previous version of the template with the newer version while removing the previous instances. The newer version overwrites existing dashboard properties and widgets.