Rebranding in the Dashboard Platform

Rebranding (also known as White Labeling) an application lets you distribute it to your users with the same functionality but a different identity. Syncfusion Dashboard Platform allows you to rebrand some of its applications/products:

Dashboard Designer

Figure 1: Rebranded “About” section in Dashboard Designer

Dashboard Server

Figure 2: Rebranded Dashboard Server Environment

The rebranding changes are handled at two distinct levels: application and installer.

At the application level, the possible rebranding changes that you can handle yourself with items from your end to replace ours are:

• Company-specific branded texts, URLs, logos, and images across the UI and dashboard file extensions.

• Subscription email templates.

Figure 3: Notification email with “Northwind Traders” organization name

To handle the application-level branding in Syncfusion Dashboard Designer, configure the necessary parameters in the BrandingText.xml file installed in the following location:

[Installation drive]:\Program Files (x86)\Syncfusion\Dashboard Designer\DashboardDesigner\CustomBranding

Figure 4: XML content in BrandingText.xml

Place the rebranded images with the stated dimensions in the above-mentioned folder.

Table 1: Rebranded Images–File Name and Dimensions

Reopen the Dashboard Designer to reflect rebranding across the UI in the Dashboard Designer. For more details about the parameters, please refer here.

For Dashboard Server, the application-level branding can be handled through its UI with the Site Settings configuration under the System Administrator account.

Figure 5: Site Settings with rebranded values

Save the changes made to reflect them in the logo, name, date/time format, etc.

Figure 6: Replaced “Syncfusion” with “Northwind Traders” organization details

Rebrand the email notifications with any of the email templates in the below folder generated on Dashboard Server installation. You can edit these templates as needed.

[Installation drive]:\Syncfusion\Dashboard Server\DashboardServer.Web\Content\EmailTemplates

Here are the built-in templates available for mail notifications from Dashboard Server.

Function	Description	Template Location
Delete Comment	Mail notification sent on deleting a comment.	Comments/DeleteCommentNotificationForRecipientTemplate.cshtml
New Comment	Mail notification sent on adding a new comment.	Comments/NewCommentNotificationForRecipientTemplate.cshtml
All Permission Share	Mail notification sent on sharing any item (dashboard/widget/data source).	ItemShare/AllItemsShareInCategoryTemplate.cshtml
Password	Mail notification sent on submitting email ID or username in the forgot password page.	Password/ForgotPasswordTemplate.cshtml
Profile	Mail notification sent on updating the profile page.	Profile/ProfileUpdateTemplate.cshtml

For more details about the rebranding parameters, please refer here.

Similarly, at the installer level, handling the following kinds of customizations with the replacement items you shared will give you the complete experience of a rebranded product from its installation:

• Installation wizard screen contents
• End User License Agreement
• Control Panel, Start Menu, Desktop Shortcut entries
• Digital signatures
• Application name
• And more

For requests for installer-level rebranding of Syncfusion Dashboard products, please contact sales@syncfusion.com.

If you liked this post, we think you’ll love these free e-books:
BI Solutions Using SSAS Tabular Model Succinctly 
MongoDB 3 Succinctly
Hadoop Succinctly
Power BI Succinctly
R Programming Succinctly