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This page allows administrators to configure a wide range of settings that fall under the following tabs:


  1. Configuration - Email
  2. Configuration - System
  3. 37060945
  4. 37060945
  5. 37060945

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  2. Configuration - Region
  3. Configuration - Authentication
  4. Configuration - Integration


Email 
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email
email

You can configure all email related settings here, including default addresses and outgoing server settings that set up your SMPT server.

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Expand
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.

Dashboard Code Mode

Switch on toggle to enable Code Mode in dashboards and Present for the current instance. This allows Code Mode content to be consumed, and also enables permitted users to edit dashboard code and add custom HTML, CSS, and JavaScript (provided they have the correct role function).

Client Org Dashboard Code Mode

Switch on toggle to provide client org admins control to enable or disable Code Mode in dashboards and Present at the client org level. If this gets turned off, the Code Mode settings for all client orgs will become disabled; this also prevents any custom Code Mode content created in client orgs from running.

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Region 
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region
region

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

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Expand
titleLanguage 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 TranslationEnable 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.

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Authentication 
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authentication
authentication

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

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Expand
titlePassword Settings


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.

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 PolicyWhen 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 AgeThe 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.

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Integration 
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integration
integration

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

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