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Comment: Updated for 8.0.10

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

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titleGeneral Settings


Option

Description

Support Email Address

Define the email address to receive support issue emails.

Email Notifications

Enable email notifications for various user events in the system. See here for a list of all events.

Email Notification Display Name

Define the sender display name for Email Notifications.

Email Notification Address

Define the sender email address for Email Notifications.

Notification Settings

Enable the events to send users email notifications for:

  • User Account & Password Updates
  • Content Distribution
  • Comment Updates
  • Timeline Updates
  • Discussion Stream Updates
  • Signal Updates
  • Story Updates

Broadcast Display Name

Define the sender display name for Broadcast emails.

Broadcast Email Address

Define the sender email address for Broadcast emails.

Display Broadcast Filter ValuesDisplay the filter values applied to the report in the body of the broadcast email.

Recipient Search

Allow users to search for recipients in the user list when sending an email.

Broadcast Failure TaskA task will be created any time a broadcast fails to be sent.

Broadcast Failure Task Recipient

Select a group to receive broadcast failure tasks.

Send email in Background

Allow users to continue working in the system while an email is sent.

Include link in Broadcast

Include a link to the content in all broadcast types.


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Expand
titleOutgoing Mail Server


Option

Description

SMTP Server

Define the hostname or IP address of the outgoing mail server to be used to send emails.

SMTP Port

Define the port to connect to the outgoing mail server on. Leave this blank to use the default SMTP port.

SMTP Authentication

Enable this option if your SMTP server requires authentication. You will then need to complete the following:

  • User Name
  • Password
  • Confirm Password
Email Size LimitDefine the maximum email content size (in megabytes) permitted to be broadcast.
Encryption

Define how to use encryption when connecting to the outgoing mail server. Options include:

  • None: this option does not use encryption when connecting to the outgoing mail server. Connections use the SMTP protocol which has a default port of 25.
  • SSL: this option uses SSL encryption when connecting to the outgoing mail server. The server must support SSL connections on the port specified above. Connections use the SMTPS protocol (SMTP over SSL) which has a default port of 465.
  • STARTTLS: this option uses the STARTTLS command to enable SSL encryption after connecting to the outgoing mail server. Connections use the SMTP protocol with SSL or TLS encryption, and have a default port of 587.
Allow Invalid CertificateAllow connections to the outgoing mail server even if the SSL certificate is not valid. Warning: Only use this option if you trust the server.

Test Email Address

Define an email address to send a test email to.



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titleSave to Disk Settings


Option

Description

Save to Disk Path

The server path where Save To Disk report broadcasts will be saved. This can also be a UNC path if the user’s environment permits.


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System

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.

Color Picker Standard ColoursColors

Define the default colors to display in the color picker, along with the chart color defaults. There is room for six 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. If an external URL is not set for a client org, it will revert to the primary org setting. 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.
Maximum File Upload SizeSet the maximum size (in MB) allowed for any file uploaded to Yellowfin, such as GeoPacks, content imports, and images. The default is 80. The field accepts numbers and a decimal separator (eg, 80.5) only.
Unique Tokens for Every RequestThis is a new feature from 8.0.9. When enabled, a nonce is added to every request sent to Yellowfin, which is then validated by the server before the request can be processed. This will help prevent request replay attacks, or automated request submissions. When disabled, no nonce is added and requests will be processed without a unique token. Depending on your system security setup, this could result in processing duplicate submissions. See our hardening guide for more information.


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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. egFor example:

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

Logo Image Scale Factor

Define the percentage the Logo Image will be scaled to.


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Expand
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.

Force Regular Page BreaksThis setting is useful when your export contains charts and tables. Forcing regular page breaks reduces the risk of charts and tables overlapping during export by allowing page breaks to split images over two pages. If this setting is off and your PDF export has overlapping charts and tables, try switching it on and retesting your PDF export.

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 ParametersDOCX Export Defaults


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.

See Custom Parameters for more information

Conditional Formatting Icon Export

If your report uses conditional formatting to display icons instead of data, enabling this option will ensure that those icons are exported. Disabling this option will ignore any conditional formatting and instead use the original data values.



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titleSecurityCSV Export Defaults


Option

Description

Line Delimiter

This setting might be useful when working with third-party tools which may require a specific carriage return type to correctly process CSV files. Set your default carriage return here. Select from CR, CRLF and LF. This setting can be overridden during manual/ad-hoc CSV exports.



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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.

See Custom Parameters for more information.


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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.



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titleHousekeeping


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

Option

Description

Time Delay for Report Thumbnail Clean-up

This system task runs in the background and is invoked every week. It checks for reports that have been deleted recently (using the number set in this field as a minimum number of days since deletion) and deletes the thumbnail images linked to them

JavaScript Charts

Enabling this button allows permitted users to create JavaScript charts.

Client Org JavaScript Charts

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Region

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

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Expand
titleText Formats


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

Option

Description

Name Format

Specify the default format to be used when displaying a user’s full name in the system.

Middle InitialSpecify 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 FontSpecify 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.

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.

if special language characters are required.

User Defined Language FontSpecify 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

Thousand Separator Per Language

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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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