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Using Snippets Active Dashboard: BookMark and Page Agent

Introduction

This is an online tutorial that explains how to add a BookMark or Page Agent snippet to your Snippets Active Dashboard desktop drawer. Before beginning this tutorial, you should have Active Dashboard installed.

When you complete this tutorial, you should be able to:

About BookMark and Page Agent

BookMark and PageAgent are two snippets provided in the standard Active Dashboard gallery included in every installation of Active Dashboard. BookMark provides similar functionality to a Favorite site or Bookmark in your web browser: you click on a BookMark snippet and it loads the associated web page in your browser. Page Agent is a bit more sophisticated: it monitors a web site, notifying you of changes according to a schedule you determine.

This tutorial looks at adding and configuring both a BookMark and a Page Agent snippet. We start with the general process of choosing a snippet to add to the Active Dashboard desktop drawer.

Choosing a snippet to add to the drawer

First, let's take a look at the Active Dashboard desktop drawer right after installing Active Dashboard:

Active Dashboard drawer before adding new snippets

In the screenshot above, the desktop drawer has two default snippets: a Mr. Searchy web search snippet, and an Active Dashboard help snippet. The rightmost button is highlighted in red; this is the Add button, which lets you begin the process of adding a snippet to the drawer.

Clicking the Add button causes the Gallery window to display, as in the screenshot below:

Active Dashboard snippets gallery

The Gallery displays the various snippets available for placement in the Active Dashboard desktop drawer. The left-hand pane of the Gallery allows you to change the way the right-hand pane lists the available snippets. In the image above, we have highlighted the Gallery entries for the BookMark and Page Agent snippets.

Let's take a closer look at the contents of the Gallery:

Closeup view of Active Dashboard gallery with BookMark and Page Agent snippets highlighted

Observe that a small Add button appears to the left of each listed snippet. We have highlighted the buttons for the BookMark and Page Agent snippets. Clicking this button will take you to the associated snippet's configuration window, which lets you set up the snippet before it is added to the desktop drawer. (The snippet configuration window can also be accessed for a snippet that has already been added to the desktop drawer, so if you don't get the configuration correct before the snippet is added to the drawer, don't worry—you can always go back and fix it later.)

That's all that's required to choose a snippet to add to the desktop drawer. Let's review the steps:

  1. Click the Add button on the desktop drawer.
  2. Find the desired snippet in the list in the Gallery.
  3. Click the Add button next to the snippet you want to add.

Now let's look at how to configure the snippets. We'll start with BookMark and then see how to configure Page Agent.

Configuring BookMark

In this section we look at how to configure the BookMark snippet. We start from the snippet's configuration window, which we come across as we first add the BookMark snippet to the Active Dashboard desktop drawer. The window can also be accessed from the context menu (right-click menu) of the snippet if it's already in the desktop drawer.

Configuring a BookMark is a straightforward process: we tell the snippet which web page to aim the bookmark at, give the bookmark a name, and choose what the snippet should look like. Here's what the configuration window looks like:

Settings panel for BookMark snippet

The fields in the BookMark configuration window are:

When you have finished configuring the snippet, click Add (if a new snippet) or Change (if an existing snippet) to finish the configuration step.

Now your Active Dashboard desktop drawer looks like this:

Final result of adding BookMark snippet

Congratulations! You have successfully added a BookMark snippet to your Active Dashboard desktop drawer.

Configuring Page Agent

Page Agent gives you a way to focus on important data on a web page and keep up-to-date on changes to that data. Reflecting its richer set of features, its configuration window is a bit more complex than that of BookMark. Let's take a look at the configuration window:

Settings panel for Page Agent snippet

The fields in the Page Agent configuration window are:

Before clicking Add, let's take a look at the scheduling features of Page Agent. You can use these to govern when the Page Agent looks for updates to the web page it's monitoring.

Locate the scheduling features by clicking the arrows next to Edit update schedule and Edit show schedule. The configuration window will expand to display the scheduling configuration controls. Below is a screenshot of these controls:

Panel for setting Page Agent snippet's update schedule

The fields in the Page Agent scheduling controls are:

When you have configured the Page Agent and established its schedule for checking for updates and appearing in the desktop drawer, you simply click the Add (if a new snippet) or Change (if an existing snippet) to make your changes take effect. The end result of adding a Page Agent snippet looks like this:

Final result of adding Page Agent snippet

Congratulations! You have successfully added a Page Agent snippet to your Active Dashboard desktop drawer.

Summary

Let's summarize what we've examined in this tutorial:

This concludes this tutorial.

 

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