ScreenCloud Dashboards Set Up Guide

Display your private dashboards, webpages, and login-required data securely to your digital screens.

Feb 2021

ScreenCloud Dashboards Set Up Guide

What is most important to you when choosing a service? No matter if it’s retail, hospitality, manufacturing, marketplaces, digital services, or SaaS - consumers usually find themselves looking for qualities such as brand recognition, good customer service, product consistency, and even security. Though, a critical checkbox for using online services in 2021 is the development and investment for enhanced security solutions.

Cybersecurity is a pivotal focus for many businesses and enterprise organizations. As this trend continues to rise while the workforce and companies transition towards emerging opportunities for remote-based employment, keeping your company data secure from threats or vulnerabilities is key. ScreenCloud offers a solution to help keep your data protection top of mind using ScreenCloud Dashboards.

ScreenCloud Dashboards is a cloud offering that allows you to display private or password-protected web pages to your digital screens in minutes, using a secure service to keep your data safe at all times. ScreenCloud Dashboards work by taking a snapshot of your data in real-time to display it live. This feature is useful to:

  • Display dashboards and webpages with basic authentication (user ID/password) 
  • Show content past a login, such as graphics, notices, or data hosted on a webpage
  • Use private or sensitive information without any hassle securing your company data
  • Minimize data risks or regulatory impacts with a GDPR and policy-compliant system

Please follow the setup guide below for information and setup instructions for ScreenCloud Dashboards. This feature is an add-on and must be activated to your ScreenCloud account, please visit the following form to submit a request to use ScreenCloud Dashboards.

1. What is the “ScreenCloud Dashboards” feature?

ScreenCloud Dashboards simply allow you to add password-protected or iframe-restricted websites behind credentials to display on your digital screens. This is done on the back-end of our ScreenCloud service using an extension that captures the data in real-time to display your webpage. This extension can be downloaded to a Google Chrome web browser called “ScreenCloud - ScreenCloud Dashboards Recorder”

For instance, if you wanted to display a private dashboard from a service such as Trello, you can use the ScreenCloud Dashboards Recorder extension on your browser. This tool records your steps and the webpage can display to your digital screens without storing your browser data. Please note, the tool is not required for public or non-private web pages which can be added using the “Links” section of your account.

2. Which services are currently supported?

ScreenCloud Dashboards currently supports the following services:

We encourage you to try your private dashboard or link, if you have any challenges connecting your service then please reach out to support@screencloud.com with information regarding your company and the webpage link you would like to display on your digital screens. Our team can help check if the page is compatible with our ScreenCloud Dashboards feature, or can be explored as a supported service.

3. How do I set up a dashboard or secure site?

To get started, ScreenCloud Dashboards must be activated on your ScreenCloud account to see the “Dashboards” section from the left-hand navigation. If you’re unable to access this or have not activated the feature, please visit the ScreenCloud Dashboard request form here.

ScreenCloud Dashboards are a premium add-on feature that allows you to display sites with iFrame restrictions, or requires a login. You can trial the feature during a fourteen-day period and can learn more about ScreenCloud’s pricing tiers by clicking here.

3.1. Download the ScreenCloud Dashboard Recorder to a Chrome Browser

This feature requires the use of a Google Chrome Web browser. Please visit here to download the Chrome browser to your desktop or PC. Please note that your Google Chrome browser must at least be version 87.

ScreenCloud Dashboard Guide - Chrome web store (1) 2.22.2021.png

3.2. Once you’ve installed Google Chrome, please open the browser and visit the Chrome Extension Web Store.

3.3. It is required to download the ScreenCloud Dashboards recorder for this feature. You can search for this in the Chrome Store, or click here to add ScreenCloud ScreenCloud Dashboards recorder on your Google Chrome browser.

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3.4. Verify and add the extension to your browser. You’ll receive a confirmation message once the extension is successfully installed as shown below. Please note, if your browser is locked-down due to work or private restrictions you may need to contact your administrator to help allow access to the extension (i.e. if you’re using a work-based Google account that does not have the ability to manage or download extensions).

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3.5. After the extension is installed to your browser, you can visit your ScreenCloud account and select the “Dashboards” option from your left-hand navigation.

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3.6. Next, get started by clicking “Create New Dashboard”. 

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You will be reminded and prompted to download the ScreenCloud Dashboard chrome extension if you have not yet added this to your browser.

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3.7. Enable “Allow in Incognito Mode”

Next, a pop-up window will display with instructions for getting started with ScreenCloud Dashboards. This requires the installation of the Chrome Web Browser Extension and ScreenCloud also advises you to use “Incognito Mode” as it prevents existing sessions, cookies, or settings from altering your journey in any way. As advised, you can click on the link to open your ScreenCloud Dashboard recorder settings and enable it to run on in Incognito Mode.

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Once you’re done selecting this setting, you can return to the setup window and select “Don’t show this again” if you prefer to no longer see the reminder. Click “Continue”.

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3.8. Begin your Dashboard setup journey

You can now get started with setting up your dashboard or the secure site in ScreenCloud. For this example, below we are going to use a private dashboard from the service ChartIO.

ScreenCloud Dashboard - Journey 1 2.22.2021.png

i) Type or enter your URL: begin by adding the website or service you would like to capture the dashboard or data from. In the example below, we are using https://chartio.com/login. Once you have typed in the website, click “Go”.

ScreenCloud Dashboard - Journey 2 2.22.2021.png

ii) Sign in to your account: A pop-up window will appear which prompts you to log into the service you’d like to use. Please note, ScreenCloud currently supports basic login, Google authentication, and token-based multi-factor authentication (i.e. ScreenCloud does not support SMS text or email authentication) for our supported services highlighted in the previous Section 2 of this guide.

ScreenCloud Dashboards - Journey 3 2.22.2021.png

For instructions on how to set up two-factor, or multi-factor, authentication please click here for ScreenCloud’s guide for configuring two-factor authentication.

iii) Navigate to your dashboard: once you’re signed in to your service, you can browse through and select the exact dashboard, web page, or data you’d like to show from within your account. To the left of this, you will notice that the “Actions” bar will automatically log a chronological history of your steps taken throughout the process.

ScreenCloud Dashboards - Journey Five 2.22.2021.png

iv) Finish Journey: when you have reached the final destination you would like to display - ScreenCloud advises you to ensure the dashboard or graph is in full-screen mode to have the most optimized display performance. Select the “Finish Journey” button and this will bring you back to the ScreenCloud Dashboard window.

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v) Name your dashboard: give your dashboard a unique name to find or reference it easily in your ScreenCloud account at a later time. You can do this by selecting the text editor in the upper-toolbar to change it to anything you’d like.

ScreenCloud Dashboards - Name your dashboard 2.21.2021.png

3.9. Save & Preview your Dashboard: select the “Save & Preview” button in the upper-right hand corner. This will prompt a message for you to confirm that the setup has been completed for the dashboard. Select “Confirm”.

You will now see that your dashboard service will load and render the data. Please note, the preview may take several minutes to load depending on the service or data.

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Once the dashboard has fully rendered, it will display and you can close the app. You may now use this ScreenCloud Dashboard on your screens.

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3.10. Display your ScreenCloud Dashboard to your digital screens
You can now manage and display the site using any of ScreenCloud’s features available to set content on your digital screens.

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4. Frequently asked questions

How are login credentials stored and encrypted while using ScreenCloud Dashboards?

To learn more about the full process, please click here for ScreenCloud’s Security Overview document for the ScreenCloud Dashboards feature. If you have any questions on this further, please feel free to contact ScreenCloud’s Security Team by clicking here.

How can I request or use a private link which is not currently supported?

If you would like to use a private site or dashboard which is not supported by ScreenCloud Dashboards, please reach out to support@screencloud.com with your feedback and information related to the service you would like to use.

What is the “Manage Session Action” button for and do I need to use this?

The “Manage Session Action” feature allows you to set a refresh rate for your login session. The system essentially takes a snapshot of your data during the setup process and the refresh feature allows for your dashboards to remain connected and logged into to display on your screens. For example, if you set the refresh rate for every 10 minutes then the renderer will take multiple snapshots within that timeframe in connection to your dashboard link.

ScreenCloud Dashboards - refresh rate 2.22.2021.png

I miss-pressed or actioned an incorrect step, how do I fix this?

At any time during the process, you can use the “Clear Action” option from the left-hand “Actions” window to restart your journey. Please note, using this action clears and restarts your entire journey.

ScreenCloud Dashboards - Clear action 2.22.2021.png

I’m unable to add a private link or access the ScreenCloud Dashboards feature, how can I fix this?

If you’re having trouble or an issue adding a Secure Site, this could be due to the following:

  • The site or service is not currently supported with ScreenCloud Dashboards
  • The site or service may have a security policy restriction that disables it from being used in an iFrame
  • Your account is not activated or set up for the ScreenCloud Dashboards premium feature, please visit the ScreenCloud Dashboard request form

Which version of Google Chrome do I need to use the ScreenCloud Dashboard Chrome extension? 

In order to use the Google Chrome extension, your browser must be on the latest version of Chrome or version 87 as a minimum requirement.

Where can I find a report for ScreenCloud’s security and data compliance? 

To request a copy of our security and data compliance reports, or to follow up on any security inquiries for using ScreenCloud, please visit ScreenCloud’s Security Page here.

I need to remove and reinstall the Chrome extension, how can I do this?

To remove and reinstall the ScreenCloud Dashboards chrome extension, you can simply visit your managed extensions in Google Chrome (can copy chrome://extensions/ directly into your browser) or visit the chrome web store. From either of these areas, you can click the “Remove from Chrome” option to remove it from your Chrome Browser. Once it has been removed, you will then receive the option to install it again to your Chrome browser.

i) From the chrome extension settings: you can select “Remove Extension”.

ScreenCloud Dashboards - Chrome extension 2.22.2021.png

ii) From the chrome web store: you can select “Remove from Chrome”. 

ScreenCloud Dashboards - Chrome web store 2.22.2021.png

I’ve noticed that Microsoft PowerBi is also available as an app, how can I use this? 

In addition to ScreenCloud Dashboards, our service offers an option for Microsoft PowerBi to be used from ScreenCloud’s App Store. You can use this as an individual feature or service to display dashboards from Microsoft PowerBi only. For more information, please visit ScreenCloud’s Microsoft PowerBi guide here.

Is a new server spun or created with each dashboard render (i.e. is there a new render connection each time you connect a secure dashboard)?

Regardless of the same dashboard service, or private service, being used a new renderer will be generated and spun for each individual dashboard added to your ScreenCloud account. The renderer can serve many viewers in order to display the content to your digital screens.

If I’m using a dashboard in a playlist or channel, but the dashboard is set up to run during a specific time interval (i.e. new updates every hour) would the server still be rendering the data to display on the digital screens?

If a dashboard has no viewers for more than 3 minutes, the associated renderer will be shut down and deleted. The next time the dashboard attempts to render or view you may see the loading screen for an intermittent period to display your data. We can advise having a piece of content shown or displayed before your dashboard to optimize loading times as well.

Is there any way to minimize or quicken loading times for a dashboard, or is this dependent on the service being used to pull in the data (i.e. Grafana, Trello, etc)?

The ScreenCloud software has a pre-loading feature that will load content thirty-seconds before it’s set to appear on the screen. We advise that a method for increasing the speed of loading times would be to use the Dashboard in a playlist or channel. Please note, loading times may also differ depending on data being pulled in from your selected service.

For example, if you add a piece of content in the list directly before the Dashboard that is at least two minutes in duration, you are more likely to see the dashboard load quicker and minimize your loading times/message on the screen. The duration of an item before will determine if the “Loading” message is seen, or if the dashboard rendering will be available sooner from the preloading feature.

If you have any additional questions or feedback on using the ScreenCloud Dashboards feature with ScreenCloud, please feel free to reach out to our support team at support@screencloud.com or give us a call at our toll-free support line at +18885575335.

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