Page History

Versions Compared

Old Version 17

changes.mady.by.user Yellowfin

Saved on 09 Mar, 2016

compared with

New Version Current

changes.mady.by.user Yellowfin

Saved on 20 Oct, 2016

Key

This line was added.
This line was removed.
Formatting was changed.

Comment: Migration of unmigrated content due to installation of a new plugin

...

Table of Contents

maxLevel	43
class	contents

Styleclass

Class	topLink

top

...

Class topLink
top
There are two styles of system navigation available in Yellowfin; Left Side Navigation, and Toolbar Navigation. The option used within your system is defined by an Administrator on the Configuration page.
Navigation Description
Left Side Navigation
Section
Column
width 100px
Column
width 100%
This navigation style was introduced in Yellowfin 7.2 as an alternative to the traditional toolbar.
Main system areas are able to be accessed via the collapsible panel on the left of the page, outside of Yellowfin builders such as Report, Storyboard, and View Builders.
Toolbar Navigation
This navigation was standard prior to Yellowfin 7.2.
Main system areas are able to be accessed via the toolbar at the top of the page, outside of Yellowfin builders such as Report, Storyboard, and View Builders.

...

Class topLink
top
Depending on the access you've been given by your role you will see different things in the system navigation. The following section sections will explore all possible options - if something isn't available to you a system administrator will may have to adjust your role permissions to grant you access.

Styleclass

Class	topLink

top

The Search allows you to locate content, such as Reports, Dashboards, Storyboards, displaying results on the Browse Page. This option is configured through the Dashboard Display Settings in the Content Settings area of Administration.

Dashboard Top

Dashboard Right

This option is displayed in the main navigation bar at the top of the dashboard page.

This option requires the following settings:

Content Settings > Dashboard > Display Settings > Search Location = Top

This option is displayed to the right of the active dashboard tab, on the dashboard page.

This option requires the following settings:

Content Settings > Dashboard > Display Settings > Search Location = Right

Styleclass

Class	topLink

top

The Timeline area allows the user to view activity that has occurred in Yellowfin relevant to them. It also allows the user to define preferences that just apply to their Yellowfin account, customising the way they interact with Yellowfin.

Left Side Navigation

Toolbar Navigation

This navigation is accessed by clicking on the button in the top left corner of the screen.

From there the you should click on your name to open the timeline settings.

This option requires the following settings:

Configuration > System > Navigation Style = Left Side Navigation

This navigation is accessed by clicking on the arrow next to your name in the main navigation bar.

From there the pictured drop down list is displayed.

This option requires the following settings:

Configuration > System > Navigation Style = Toolbar Navigation

Expand

title	Click here to expand a list of functions...

Option	Toolbar	Description
Timeline		This is a user specific event timeline which displays information based on a particular users Yellowfin activity. Events include content activity around reports, dashboard tabs, and storyboards, loading of content such as views, csv files, and images, and collaborative events such as comments and discussion posts.
Tasks	Image Removed	Image Added	This allows you to access your timeline, viewing the Task Management list layout.
Favourites		This allows the user to see a list of content they have nominated as their favourite. It also includes a list of new content from which they could select new favourites.
Draft Content	Image Removed		Image Added	This allows you to view the browse page, filtered down to only show draft content you have access to.
Personal Broadcast Personal Broadcasts		This contains a list of content the user is subscribed to including report, report comment, and storyboard comment subscriptions.
Timeline Profile Settings		This page allows the user to define settings that effect how they see and use the system. These settings are only applied to their account.

Styleclass

Class	topLink

top

This menu gives you access to the various content builders used in the system. The options available to you through this menu will be restricted by your role permissions assigned by an Administrator. The create menu is dependant on the navigation style settings defined in Configuration > System settings. If you use Left Side Navigation you will be able to choose to position the Content Creation function within the left navigation panel, or as a button on the main navigation bar. If you use the Toolbar the create link is one of the standard toolbar items.

Left Side Navigation	Top Right (with Left Side Nav enabled)	Toolbar Navigation

This option requires the following settings: Configuration > System > Navigation Style = Left Side Navigation Configuration > System > Content Creation Location = Left Side Navigation	This option requires the following settings: Configuration > System > Navigation Style = Left Side Navigation Configuration > System > Content Creation Location = Top Right	This option requires the following settings: Configuration > System > Navigation Style = Toolbar Navigation

Left Side Navigation

Top Right (with Left Side Nav enabled)

Toolbar Navigation

This option requires the following settings:

Configuration > System > Navigation Style = Left Side Navigation
Configuration > System > Content Creation Location = Left Side Navigation

This option requires the following settings:

Configuration > System > Navigation Style = Left Side Navigation
Configuration > System > Content Creation Location = Top Right

This option requires the following settings:

Configuration > System > Navigation Style = Toolbar Navigation

Expand

title	Click here to expand a list of functions...

take you to the Discussion area where you can create a new Discussion Group.View Initialise View page, build a view using several different builder types

Option	Left Side	Top Right	Toolbar	Description
Report				This link will take you to open the New Report Initialisation page window where you can build reportsdefine how you want to build your report.
Standard TabDashboard				This link allows you to create a new Standard Dashboard Tab.
KPI TabDashboard				This link allows you to create a new KPI Dashboard Tab.
Storyboard View				This link allows you to create a new Storyboard.Discussionwill open the Create New View window where you can build a view using several different builder types.
Data Source				This link will	open the New Connection window where you can set up a new data source connection using several different methods.
Storyboard	Image Added	Image Added	Image Added	This link allows you to create a new Storyboard.
Discussion Streams					This link will take you to the	Create Discussion Stream window where you can	set up a new stream.
Task
Data Source	Image Removed	Image Removed	Image Removed

...

This will open the New Task window where you can create and assign a task.

Styleclass

Class	topLink

top

This menu gives you access to all the dashboard tabs you have assigned to your Dashboard.

Left Side Navigation	Toolbar Navigation
Image Added	Image Added

Expand

title	Click here to expand a list of functions...

Option	Left Side	Toolbar	Description
Dashboard	Image Added	Image Added	This menu gives you access to all the dashboard tabs you have assigned to your Dashboard.
List of Tabs	Image Added	Image Added	This displays a list of each individual tab you have assigned to your Dashboard, allowing you to navigate straight to them directly.

...


Add Tab	Image Added	Image Added	This allows you to access the browse page, view a list of dashboard tabs, and add one to your dashboard.

Styleclass

Class	topLink

top

This menu gives you access to all the users you are connected to, and their timelines.

Left Side Navigation
Image Added

Expand

title	Click here to expand a list of functions...

Option	Left Side	Toolbar	Description
List of Connections	Image Added	Image Added	This displays a list of all users you are connected to, and access to their timelines.
Add Connection	Image Added	Image Added	This allows you to access your own timeline and open the Connections panel in order to locate and add new connections.

Styleclass

Class	topLink

top

These menus allow you access to a list of reports, dashboards, storyboards, and discussion streams.

Left Side Navigation	Toolbar Navigation
Image Added	Image Added

Expand

title	Click here to expand a list of functions...

Option	Left Side	Toolbar	Description
Browse	Image Added	Image Added	This allows you to access the Browse page, where you can explore and locate reports, dashboards, storyboards, and discussion streams.
Browse All	Image Added	Image Added	This takes you to the Browse page, where you will see an unfiltered list of reports, dashboards, storyboards, and discussion streams.
Dashboards	Image Added	Image Added	This takes you to the Browse page, filtered down to just display dashboard tabs.
Reports	Image Added	Image Added	This takes you to the Browse page, filtered down to just display reports.
Storyboards	Image Added	Image Added	This takes you to the Browse page, filtered down to just display storyboards.
Discussion Streams	Image Added	Image Added	This takes you to the Browse page, filtered down to just display discussion streams.

Styleclass

Class	topLink

top

These menus allow you access to discussion streams.

Left Side Navigation	Toolbar Navigation
Image Added	Image Added

Expand

title	Click here to expand a list of functions...

	Left Side	Toolbar
Discussion Streams	Image Added	Image Added	This contains a list of all Discussion Groups you can access, and allows you to open them, viewing all activity within a group.
List of Streams	Image Added	Image Added	This displays a list of all the streams you have joined, providing access to each.
Add Stream	Image Added	Image Added	This allows you to access the browse page filtered down to just display streams, allowing you to locate and join new streams.

Styleclass

Class	topLink

top

Clicking on the Administration option provides you with a list of the most commonly used Administration features. This is only available if you have Administration access.

Left Side Navigation	Toolbar Navigation
Image Added	Image Added

Expand

title	Click here to expand a list of functions...

Option	Left Side	Toolbar	Description
Admin Console	Image Modified	Image Modified	This link will take you straight to the main Admin Console page, rather than providing a short cut to one of the main admin components.
Configuration	Image Modified	Image Modified	This link will take you to the Configuration page, allowing you to customise Yellowfin settings, such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings.
Content Settings	Image Modified	Image Modified	This link will take you to the Content Settings page, allowing you to manage the way Yellowfin displays each type of content.
Export	Image Modified	Image Modified	This link will take you to the Export page, allowing you to save an xml fine defining selected pieces of content for use as backups or to transfer to different instances of Yellowfin.
Import	Image Modified	Image Modified	This link will take you to the Import page, allowing you to select and xml file that defines pieces of content you wish to add to the system.
Images

and

& Maps

Image Modified

This will take you to the Images & Maps page, allowing you to manage images, raster maps, and wms layers in the system.
Email Template	Image Modified	Image Modified

This will take you to the Email Template page, allowing you to customise the style of automated emails sent from the system.
Session Management	Image Modified	Image Modified

This will take you to the Session Management page, allowing you to view and manage the current sessions in the system.
Schedule Management	Image Modified	Image Modified

This will take you to the Schedule Management page, allowing you to view and manage all schedules in the system.
Dashboard Management	Image Modified	Image Modified

This will take you to the Dashboard Management page, allowing you to view and manage the dashboard tabs in the system.
Licence Management	Image Modified	Image Modified

This will take you to the Licence Management page, allowing you to view, update, and schedule reminders for the system licence.

Background Execution

Background Management

Image Modified

This will take you to the Background Execution page, allowing you to manage current queued and running report queries.
Plugin Management	Image Modified	Image Modified

This will take you to the Plugin Management page, allowing you to manage all plugins in the system.
System Information	Image Modified	Image Modified

This will take you to the System Information page, which provides you with technical information requried for maintenance and troubleshooting.
Content Translation	Image Modified	Image Modified

This will take you to the Content Translation page, which will allow you to manage all translations you've provided for content in the system.
Client Orgs	Image Modified	Image Modified

This will take you to the Client Orgs page, which will allow you to manage all Client Organisations in the system.

Styleclass

Class	topLink

top

The Inbox is a depreciated feature, replaced by Timeline in Yellowfin 7.2. It used to include notifications related to Reports, Dashboards, Storyboards, Comments, Discussions, Broadcasts, Approvals.

horizontalrule

Styleclass

Class	topLink

top

...

Content

Space Tools

Versions Compared

Old Version 17

New Version Current

Key

Overview

Navigation Styles

Navigation Components

Search

User Timeline

Available Functions

Create

Available Functions

Dashboards

Available Functions

People

Available Functions

Browse

Browse

Available Functions

Streams

Streams

Available Functions

Administration

Available Functions

Inbox