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System


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You can configure general system settings here, including view & pdf defaults, logo options, and server settings.

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titleGeneral Settings


Option

Description

Navigation Style

Select a navigation style to use within the system. The following are available:

  • Left Side Navigation: the system navigation items will appear in a panel that can be expanded or collapsed on the left hand side of the page.
  • Toolbar Navigation: the system navigation items will appear as links in the main navigation bar across the top of the page.
Content Creation Location

Select the location of the Create content button. This is only available when using Left Side Navigation (see Navigation Style option above).

  • Left Side Navigation: the Content Creation options will appear in the Left Side Navigation panel.
  • Top Right: the Content Creation button will be attached to the main navigation bar on the right hand side of the page.

Colour Color Picker Standard Colours

Define the default colours colors to display in the colour color picker, along with the chart colour color defaults. There is room for six colours colors to be defined.

Base Tags

  • Included: Base tags will be included in the HTML of every page. This can be useful for debugging purposes, but may cause issues if proxy servers or load balancers are in use.
  • Excluded: Base tags will be excluded from the HTML of every page.
  • Commented (default): Base tags will be included in the HTML of every page, but will be commented out. This can be useful for debugging purposes.

External Instance Base URL

Define the external URL used to access this instance. This should be a link all users can access. It’s used for embed script links, direct links, and links sent via email.

External API cookie timeout

When using the Javascript API, a browser cookie is used to store the user's login details. Define the time, in seconds, the cookie is valid. Use zero to disable the cookie.

Outgoing Proxy Server

Define this if the Yellowfin server should connect to the internet via a proxy server. For example, when connecting to WMS servers.

Extended Logging

Enable extended logs - when an event is logged to the Event table, additional information such as names and descriptions of users, data sources, views, reports, or dashboards will be included. This can have an impact on performance.

Restricted Roles

Specify which roles can be hidden from specified Administrator roles.

Terms & Conditions

Provide business Terms & Conditions that a user must agree to before logging in to the system for the first time. (Optional)

Administration Tour

Select the storyboard to be used for guiding users through the Administration area. (Optional)

Minimum Broadcast IntervalSelect the minimum interval that can be set for running broadcasts.


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titleCompany Logo


Option

Description

Company Logo Image

Upload an image file to be used as the Company Logo in Reports.

Client Organisation Logo Image

Enter an absolute URL used to retrieve the client logo. ## will be replaced by the relevant Client Reference Id. eg:

http://localhost/myimage?ref=##

Logo Image Scale Factor

Define the percentage the Logo Image will be scaled to.


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titleViews


Option

Description

Filter Views by Category

Display the View list in Administration grouped by Source and View Category.

Table List Length

Define the number of tables displayed at once in the Database Tables list on Step 1 of the Drag & Drop View Builder.

View Data Preview

Define the default number of rows of data to be displayed in the View Builder.

Database Column Order

Display the columns within a database table in alphabetical or native order when viewed in the View Builder.Report View List Sort

Grouped Values ThresholdDefine the number of unique values in a field required before the Grouped Values option is suggested. This is used in the Data Profiling section of the View Builder.

Report View List Sort

Define whether to sort the list of available views on the Report Initialisation page by their name or recent use.

Drill Anywhere DefaultDefine whether or not Drill Anywhere is enabled by default on new fields when they are added to views.
Default Metric AggregationSelect the default aggregation to be applied whenever a metric field is added to a view.
Add New View FieldsDefine whether or not table fields selected on the Model page in the view builder will automatically be added as view fields.
Default Data PreviewChoose a default selection for the data previewed on the Prepare page in the view builder.
Data ProfilingDefine whether or not data profiling is enabled in the view builder.



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titleReport Export Defaults


OptionDescription
Export to CSVAllow users to export report results to CSV by default.

Export to DOCX

Allow users to export report results to DOCX by default.
Export to PDFAllow users to export report results to PDF by default.

Export to XLSX

Allow users to export report results to XLSX by default sort order the list of available views on the Report Initialisation page.



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titlePDF Export Defaults


Option

Description

Page Size

Select the default paper size to be used for PDF exports.

Page Orientation

Select the default paper orientation to be used for PDF exports.

Shrink to fit page width

Define if content should be shrunk to fit on a page, or displayed as is - possibly cutting content if too large.

Header Height

Define the default height (pixels) of page headers in PDF exports.

Footer Height

Define the default height (pixels) of page footers in PDF exports.

Scale Images

Display images at their full resolution or scale them down to avoid them being cut off if too large.

Maximum Image Width

Define the maximum image width (pixels) for use in PDF exports.

Maximum Image Height

Define the maximum image height (pixels) for use in PDF exports.

Report Section Page Break

Define whether each Report Section will start directly below the end of the previous section in a PDF export or on the next page.

Co-Display Report Page Break

Define whether each Co-Display Report will start directly below the end of the previous section in a PDF export or on the next page.

PDF Password

Define a password to be used to secure PDF exports. (Optional)


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titleCustom Parameters


Option

Description

Custom Parameters

These are used as part of the Link to URL function, allowing you to use a variable as part of a link in a field. Add the parameter key and value to define one.



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titleSecurity


Option

Description

JavaScript Charts

Enabling this button allows permitted users to create JavaScript charts.

Client Org JavaScript ChartsSwitch this button on to allow your users (with appropriate role permissions) to access the JavaScript functionality, if you have a multi-client organization.


Region


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You can configure all region related settings here, including time & date and language specific text settings.

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