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Overview
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This page allows administrators to configure a wide range of settings that fall under the following tabs:
- Configuration - Email
- SystemConfiguration - System
- Configuration - Region
- Configuration - Authentication
- Configuration - Integration
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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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Send email in Background Allow users to continue working in the system while an email is sent. | ||||||||||||||||||||||||||
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Option | Description |
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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:
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SSL | Enable this option to use SSL when connecting to the outgoing mail server. The server must support SSL connections on the port specified above. |
Send STARTTLS | Enable this option to use the STARTTLS command when connecting to the outgoing mail server. The server must support this command. |
Test Email Address | Define an email address to send a test email to. |
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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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title | General Settings |
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Option
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Description
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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.
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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.
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Colour Picker Standard Colours
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Define the default colours to display in the colour picker, along with the chart colour defaults. There is room for six colours to be defined.
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Base Tags
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- 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.
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External Instance Base URL
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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.
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External API cookie timeout
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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.
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Outgoing Proxy Server
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Define this if the Yellowfin server should connect to the internet via a proxy server. For example, when connecting to WMS servers.
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Extended Logging
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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.
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Restricted Roles
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Specify which roles can be hidden from specified Administrator roles.
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Terms & Conditions
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Provide business Terms & Conditions that a user must agree to before logging in to the system for the first time. (Optional)
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Administration Tour
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Select the storyboard to be used for guiding users through the Administration area. (Optional)
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title | Company Logo |
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Option
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Description
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Company Logo Image
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Upload an image file to be used as the Company Logo in Reports.
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Client Organisation Logo Image
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Enter an absolute URL used to retrieve the client logo. ## will be replaced by the relevant Client Reference Id. eg:
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Logo Image Scale Factor
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Define the percentage the Logo Image will be scaled to.
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title | Views |
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Option | Description |
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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. |
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 | Define the sort order the list of available views on the Report Initialisation page. |
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title | PDF Export Defaults |
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Option | Description |
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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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title | Custom Parameters |
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Option | Description |
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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. |
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title | Security |
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Option | Description |
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JavaScript Charts | Enabling this button allows permitted users to create JavaScript charts. |
Client Org JavaScript Charts | Switch 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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title | Time & Date Settings |
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Option
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Description
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Default User Time Zone
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Specify the default Time Zone to be initially assigned to users until they customise the setting.
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Date Format
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Specify the default date format to be used throughout the system.
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Week Start Day
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Specify the first day of the week, to be used for predefined date filters.
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Financial Year Start Date
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Specify the first day of the financial year for use in predefined date filters
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title | Text Formats |
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Option
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Description
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Name Format
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Specify the default format to be used when displaying a user’s full name in the system.
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Decimal Separator
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Specify the default decimal separator character to be used in the system.
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Thousand Separator
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Specify the default thousand separator character to be used in the system.
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Default Language Font
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Specify the default language font to be used in the system if special language characters are required.
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CSV Character Set
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Specify the default character set to be used when exporting reports to CSV format.
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title | Language Settings |
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Option
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Description
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Multi-language Deployment
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Enable Content Translation so advanced users to provide alternate text to be displayed for additional languages.
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Languages
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Specify the languages users may translate content to.
Authentication
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You can configure all authentication related settings here, including implementing LDAP authentication, Client Organisations, and password restrictions.
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title | General Settings |
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Option | Description |
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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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System
You can configure general system settings here, including view & file export defaults, logo options, and server settings.
Note: Export Defaults have moved. You can now find them under the Administration Console - Export Defaults.
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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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Authentication
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You can configure all authentication related settings here, including implementing LDAP authentication, Client Organizations, and password restrictions.
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The LDAP directory needs to be configured, if this is the selected user authentication method.
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Integration
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You can configure integration settings that allow you to customize
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title | Authentication Method |
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Option | Description |
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User Authentication | Define whether system or LDAP authentication will be used during the login process. |
See LDAP Authentication for more information.
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title | LDAP Configuration |
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Option | Description |
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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. |
Test Connection | Test your LDAP connection with the settings defined above. |
See LDAP Authentication for more information.
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title | Client Organisations |
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Option | Description |
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Client Organisation 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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title | Password Settings |
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Option | Description |
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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:
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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.
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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 | Define the number of hours Yellowfin will remember a user's credentials. |
Integration
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You can configure integration settings that allow you to customise panels in Yellowfin, including Headers, Footers, and Toolbars.
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