GUI

Getting Started

Log into AMI with the provided user name and password (default user/password is demo/demo123)

After logging into AMI, choose a layout style (Default Style is shown)

After selecting a style, you will move onto the new dashboard

On the dashboard you will see 1) a Layout Editor toggle button in the upper right corner, 2) a menu bar at the top, and 3) the workbook area below where you add layout components

1. Layout Editor Toggle Button

(Hotkey: CTRL + D)

AMI dashboard builder has two modes. When the Layout Editor is turned on, you have access to tools and functionality for editing the dashboard.

Note: if you do not see the Layout Editor Button, your user account is not entitled for building layouts.

• The Windows menu will have an option to add New Windows and to Manage Windows
• There will be a new Dashboard menu item for accessing tools
• All existing panels will have a green button for accessing that panel's settings

2. The Menu

• File: manage saving and loading of dashboards
• Account: control your personal settings and preferences
• Windows: access, manage, and create windows
• Help: get AMI version, Runtime settings, and list of available script methods, etc.
• Dashboard (in Layout Editor mode): access tools and functionality for building out the dashboard

(Clicking on the 3Forge icon will open up 3Forge's website in a new tab)

3. The Workbook

This is where the dashboard is presented as it is built or loaded

Creating Your First Visualization

Creating a visualization can be summarized into 3 steps:

1. Create a window to put your visualization in 2. Connect to the data using the Data Modeler 3. Select how you want to visualize your data

Let's demonstrate this by creating a table. Before proceeding,

1. After logging into AMI, enter Layout Editor mode by toggling the Layout Editor mode to ON (found on the upper right corner).

(Hotkey: CTRL + D)

2. The dashboard will now have a grid over the work area and a prompt telling you to click on the Windows menu will appear.

3. Select New Window from the drop down options in order to create a new window with a blank panel

4. Click on the green button in order to access the panel's options and select Create Table/Visualization Form

5. This will open up the visualization wizard. The first step of the wizard is the Data Modeler, which is the primary way of connecting to the data you want to visualize.

6. At the top of the Data Modeler, click on Attach Datasource in order to connect to a database containing your data. This will open up the Add Datasource window. In our example, we will be connecting to a MySQL database. Fill out the necessary fields and click on the Add Datasource button

7. A successful connection will show a similar prompt.

8. Next, you will see all of the tables that are accessible in the datasource. Select the table you would like to visualize. You can use the search function in datasources containing many tables.

9. You will then be taken to the editing portion of the Data Modeler. Here, you can 'massage' the data in preparation for use in the visualization. If you are ready, click on Test. If everything is working and there are no errors, click on Next.

10. In the final portion of the visualization wizard, you will select the kind of visualization you would like to create in the panel. In our example, we will create a table by selecting the Table icon and clicking on Finish.

11. In place of a blank panel, we now have our table

In summary - using the visualization wizard, we first created a Datamodel based on a table found in the datasource. We then edited the Datamodel in the Datamodel editor before finally using it to create a table. Many of the topics in this tutorial will be covered in greater detail throughout the GUI documentation.