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Comment: Added XLSX export defaults to System config

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


  1. 20709979Email20709979
  2. System
  3. 20709979Region20709979
  4. Authentication
  5. 20709979Integration


Email

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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Expand
titleDOCX Export Defaults


Option

Description

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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titleCSV XLSX Export Defaults


Option

Description

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.

Keep Formatting

If your report contains formatting for numeric values, such as prefixes, suffixes and thousand separators, enabling this option will export numeric values as text to maintain formatting. Disabling this option will ignore any formatting and export numeric values as numeric.

This feature is enabled by default.



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titleCSV 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.

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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titleLDAP 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.

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 20709979Configuration for more information.



Expand
titleClient Organizations


Option

Description

Client Organization Functionality

Enable creation of multiple virtual instances within the system.

Global Annotations

Allow annotations created at the Primary Org to be viewed through any Client Orgs.


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