Dashboards are currently setup by the Crownpeak Support Team. To request a new dashboard, create a new support ticket. An administrator will have to approve this for contractual reasons.
What information is required to set up a new dashboard?
In order to set up a new dashboard we would need to be provided with the starting URL of the website to scan (usually the homepage URL), or an online XML sitemap.
Starting URL Crownpeak DQM can scan websites in a similar way to search engine crawlers. Once provided with a starting URL we scan the page, and then follow all links on that page that start with the same domain pattern and move on to these succeeding pages until all pages that starts with the same domain pattern are scanned.
Online XML sitemap Crownpeak DQM can also scan websites from an online XML sitemap. Please note that the sitemap should not be a static xml file that is sent to us but rather an online XML sitemap that is available on the website. For example, a dashboard can be set to scan https://www.crownpeak.com/sitemap.xml, the scanner will then take each URL in the XML file and scan these pages only.
It is possible to have more than one Starting URL or more than one XML sitemap on the same dashboard
It is however not possible to have a mix of Starting URLs and XML sitemaps on the same dashboard
By default starting URLs will not scan sub-domains or other domains as part of the dashboard, so if any subdomains need to be scanned in the dashboard, specify this in your request ticket to our Support Team
If you have standard user access, you may need confirmation from your Administrator before a new dashboard is set up
What other optional information can be provided when setting up a new dashboard?
Other domains and sub-domains to scan on the dashboard There may be cases where a website hosts images or files on another domain or sub-domain that does not begin with the same starting URL. By default, the scanner will treat this as an external link and not consider these assets as part of the dashboard. If the website is hosting assets on a different domain or sub-domain, this information can be used by DQM to fetch these assets.
Pages not to scan There may be pages that you would prefer DQM to ignore. A URL (or URL patterns) can be provided so that DQM will not include this data. For example, you can ask the support team to set up the dashboard to ignore pages that have "search.asp" in the URL, or all pages that start https://www.crownpeak.com/search/*.
Dashboard name By default, the support team will set up dashboard names based on the format of other available dashboards in your instance. If you would like to specify a specific name for the dashboard, please provide this in the request ticket.
User Credentials If a website requires login credentials, please provide the support team with the details if you wish DQM to scan pages inside the login section. Should an email address be required, please use firstname.lastname@example.org. There may be some websites where automated login from our scanner will not be possible, this usually depends on how login is setup (for example, sites protected by a "captcha"). In such cases, our servers may need to be whitelisted in order to access the content.