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Comment: Updated for 9.3 release.

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title	Text Formats

Option	Description
Name Format	Specify the default format to be used when displaying a user’s full name in the system.
Middle Initial	Specify if the middle initial should be used in names by default.
Decimal Separator	Specify the default decimal separator character to be used in the system.
Thousand Separator	Specify the default thousand separator character to be used in the system.
Default Language Font	Specify the default language font to be used in the system if special language characters are required.
User Defined Language Font	Specify if users should be able to specify their preferred language font, rather using the system defined Default Language Font for PDF export settings.
CSV Character Set	Specify the default character set to be used when exporting reports to CSV format.

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title	Language Settings

Option

Description

Multi-language Deployment

Enable Content Translation to allow advanced users to provide alternate text to be displayed for additional languages.

Languages

Specify the languages users may translate content to.

Copy Content Translation

Enable this toggle to copy translated content when making a copy of a report with it. If disabled, the copied report only contains the original content.

Authentication

You can configure all authentication related settings here, including implementing LDAP authentication, Client Organizations, and password restrictions.

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Decimal Separator Per Language	Toggle to activate an alternative decimal separator for each non-default user language set. Users will see this decimal separator in their language on any reports and charts they view, overriding the system-wide default for them.
Thousand Separator Per Language	Toggle to activate an alternative thousand separator for each non-default user language set. Users will see this thousand separator in their language on any reports and charts they view, overriding the system-wide default for them.

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title	Language Settings

Option	Description
Multi-language Deployment	Enable Content Translation to allow advanced users to provide alternate text to be displayed for additional languages.
Languages	Specify the languages users may translate content to.
Copy Content Translation	Enable this toggle to copy translated content when making a copy of a report with it. If disabled, the copied report only contains the original content.

Authentication

You can configure all authentication related settings here, including implementing LDAP authentication, Client Organizations, and password restrictions.

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title	General Settings

Option	Description
Logon ID	Specify whether users log in to the system with an email address or username.
Allow External Access	Direct links to unsecured content can be shared with anyone.
Multiple Login Logic	Define what happens when a user tries to log in at one location, when they're already logged in somewhere else.

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title	Authentication Method

Option	Description
User Authentication	Define whether system or LDAP authentication will be used during the login process.

See 20709979 for more information.

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title	LDAP Configuration

The LDAP directory needs to be configured, if this is the selected user authentication method.

Option	Description
LDAP Host	The Hostname or IP address of the LDAP server.
LDAP Port	The TCP port that the LDAP service is listening on.
Encryption	The encryption method implemented by the LDAP server.
LDAP Base DN	The LDAP node that all users and groups are contained within.
LDAP Group	Only members of this group will be able to login to Yellowfin.
LDAP Bind User	An LDAP user with rights to search the LDAP directory.
LDAP Bind Password	The password for the LDAP Bind User defined above.
LDAP Search

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title	General Settings

Option

Description

Logon ID

Specify whether users log in to the system with an email address or username.

Allow External Access

Direct links to unsecured content can be shared with anyone.

Multiple Login Logic

Define what happens when a user tries to log in at one location, when they're already logged in somewhere else.

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title	Authentication Method

Option

Description

User Authentication

Define whether system or LDAP authentication will be used during the login process.

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title	LDAP Configuration

The LDAP directory needs to be configured, if this is the selected user authentication method.

Option	Description
LDAP Host	The Hostname or IP address of the LDAP server.
LDAP Port	The TCP port that the LDAP service is listening on.
Encryption	The encryption method implemented by the LDAP server.
LDAP Base DN	The LDAP node that all users and groups are contained within.
LDAP Group	Only members of this group will be able to login to Yellowfin.
LDAP Bind User	An LDAP user with rights to search the LDAP directory.
LDAP Bind Password	The password for the LDAP Bind User defined above.
LDAP Search Attribute	The LDAP attribute that contains a user’s Yellowfin username, entered by LDAP users at login.
LDAP First Name Attribute	The LDAP attribute that contains a user’s first name.
LDAP Surname Attribute	The LDAP attribute that contains a user’s surname.
LDAP Email Attribute	The LDAP attribute that contains a user’s email address.
LDAP Role Attribute	The LDAP attribute that contains a user’s Yellowfin role.username, entered by LDAP users at login.
LDAP First Name Attribute	The LDAP attribute that contains a user’s first name.
LDAP Surname Attribute	The LDAP attribute that contains a user’s surname.
LDAP Email Attribute	The LDAP attribute that contains a user’s email address.
LDAP Role Attribute	The LDAP attribute that contains a user’s Yellowfin role.
LDAP Group LDAP Group Filtering Criteria	Criteria used to filter a list of LDAP groups. Only groups returned in the filtered list will be passed to Yellowfin.
Ordering	The order in which internal authentication is performed.
Map LDAP Group to a Yellowfin Role	When enabled, LDAP user’s roles are updated directly in Yellowfin based on their LDAP group.
Test Connection	Test your LDAP connection with the settings defined above.

See 20709979 for more information.

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title	Password Settings

Define the number of hours Yellowfin will remember a user's credentials

Option	Description
Password Length Restrictions	Define the minimum and maximum character length for user passwords.
Password Requirements	Enable any special password requirements for user passwords. These can include requiring: At least one number At least one letter At least one upper case letter At least one lower case letter At least one special character Password must be different from last
Password Attempts Limit	Define the maximum number of password attempts a user may have before the account is locked.
Show Forgot Password Link	Display the Forgot Password Link on the login page so users can request a password reset. This option requires Email Notifications to be enabled in the Email Settings tab.
Login Autocomplete	Allow browsers to cache passwords on the login screen. This option has been removed. See http://www.yellowfinbi.com/YFForum-Login-autocomplete-configuration-option-removed-?thread=178871 for more information.
Remember Me	Display the Remember Me option on the login page so users can set Yellowfin to remember their credentials for a set period of time.
Remember Me	Display the Remember Me option on the login page so users can set Yellowfin to remember their credentials for a set period of time.
Remember Me Period	If 'Remember Me' is enabled, this defines the number of hours Yellowfin will remember a user's credentials.
Password Expiry Policy	When enabled, set an expiry duration for user passwords, and each user will receive an email requesting they update their password 10 days before it expires. If a user does not log in before their password expires, they will be prompted to reset their password at next login before they gain access to the system. Note: this option is not available for LDAP users as their password management is handled by LDAP.
Password Expiry Age	The number of days that a user's password is valid. This value to can be set to any number of days and begins counting down from the day after a user's current password is set	Remember Me Period	.

Integration

You can configure integration settings that allow you to customize panels in Yellowfin, including Headers, Footers, and Toolbars.

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Authentication

Authentication

Integration