Digital Portfolio Management homepage default solution cards

Release version: Washingtondc

Updated February 1, 2024

2 minutes to read

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Summary of Digital Portfolio Management Homepage Default Solution Cards

The Digital Portfolio Management (DPM) module automatically generates default solution cards to display on the DPM homepage upon login. Users can personalize their homepage by adding or removing solutions, which the system will remember for future logins. Personalization ensures that the homepage reflects the user's specific choices rather than the default set.

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Key Features

Auto-Generated Cards: Default solution cards are created based on specific fields when first logging into the DPM Workspace.
Personalization: Users can modify their DPM homepage using the personalize option, allowing them to customize the displayed solutions.
Data Refresh: The solution card data refreshes each time the homepage is accessed, regardless of whether the user is viewing the default or personalized cards.
System Properties: Two system properties control the limit of solution cards displayed:
- Service Limit: A maximum of 750 services can be auto-generated.
- Business Application Limit: A maximum of 250 business applications can be auto-generated.
Total Limit: The combined total of all solution cards on the homepage cannot exceed 1000, even after personalization.
Administration Control: Administrators can adjust the limits beyond 1000, though this may affect system performance.

Key Outcomes

By utilizing the DPM homepage's features, customers can efficiently manage their displayed solutions, ensuring quick access to relevant information tailored to their needs. The ability to personalize the homepage enhances user experience and productivity, while understanding system properties allows for effective management of solution limits.

Digital Portfolio Management uses certain fields to auto-generate a set of default solution cards to display on your DPM homepage. After you add or remove solutions from your homepage, DPM remembers your updates and displays your personalized solutions cards instead of the auto-generated set.

DPM homepage overview

Each time that you log in to the DPM Workspace, the system uses certain fields to display a set of default solution cards. You can use the personalize option to add or remove solutions to your homepage. For more information, see Personalize the Digital Portfolio Management Workspace homepage.

After you add or remove solutions, the DPM system remembers your updates in the dpm_home_page_item table so that next time you log in to the DPM Workspace, your personalized homepage displays. The system no longer generates a set of default solution cards for you.

Note:

Each time you access the DPM homepage, the solution card data refreshes, whether you have the auto-generated default solution set or a personalized solution card set.

System properties for number of solution cards

Two system properties determine the number of solutions cards on your DPM homepage.

Table 1. System properties for solution limits on the DPM homepage
System property	Description	Solution type	Default limit
dpm.homepage.cmdb_ci_service_limit	The query limit when auto-generating services, service offerings, and application services for your DPM homepage.	cmdb_ci_service	750
dpm.homepage.cmdb_ci_business_app_limit	The query limit when auto-generating business applications for your DPM homepage.	cmdb_ci_business_app	250

These two system properties derive the overall limit on the DPM homepage of 1000. Even after you personalize your DPM homepage, the total number of solutions on your homepage can't exceed 1000.

You can personalize your DPM homepage to adjust the solution card count. For example, you can have 1000 services and zero business applications but the total number of solutions on the DPM homepage can't exceed 1000.

Important:

An administrator with the sn_dpm.dpm_admin role can change the system property limits to more than 1000 solutions on the DPM homepage. However, raising the limit may negatively impact system performance.

Default solution card fields

The DPM application uses certain fields to auto-generate a set of default solution cards to display when you first login to DPM (before you personalize).


Solution	Solution record name	Fields used for default solution cards
Service	cmdb_ci_service cmdb_ci_service_business cmdb_ci_service_technical	Owned by Delivery manager Delegate Business relationship manager Business contact Managed by
Service offering	service_offering	Owned by Delivery manager Delegate Business contact Managed by
Business application	cmdb_ci_business_app	IT application owner Business owner Portfolio manager
Application service	cmdb_ci_service_auto including dynamic configuration item (CI) groups	Owned by Managed by