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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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System
You can configure general system settings here, including view & pdf 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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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. eg: http://localhost/myimage?ref=## | |||||||||||||||||||||||||||||||
Logo Image Scale Factor | Define the percentage the Logo Image will be scaled to. | |||||||||||||||||||||||||||||||
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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. | |||||||||||||||||||||||||||||||
View Data Preview | Define the default number of rows of data to be displayed in the View Builder. | |||||||||||||||||||||||||||||||
Database Column Order | Display the columns within a database table in alphabetical or native order when viewed in the View Builder. | |||||||||||||||||||||||||||||||
Grouped Values Threshold | Define the number of unique values in a field required before the Grouped Values option is suggested. This is used in the Data Profiling section of the View Builder. | |||||||||||||||||||||||||||||||
Report View List Sort | Define whether to sort the list of available views on the Report Initialisation page by their name or recent use. | |||||||||||||||||||||||||||||||
Drill Anywhere Default | Define whether or not Drill Anywhere is enabled by default on new fields when they are added to views. | |||||||||||||||||||||||||||||||
Default Metric Aggregation | Select the default aggregation to be applied whenever a metric field is added to a view. | |||||||||||||||||||||||||||||||
Add New View Fields | Define whether or not table fields selected on the Model page in the view builder will automatically be added as view fields. | |||||||||||||||||||||||||||||||
Default Data Preview | Choose a default selection for the data previewed on the Prepare page in the view builder. | |||||||||||||||||||||||||||||||
Data Profiling | Define whether or not data profiling is enabled in the view builder. | |||||||||||||||||||||||||||||||
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Option | Description | |||||||||||||||||||||||||||||||
Export to CSV | Allow users to export report results to CSV by default. | |||||||||||||||||||||||||||||||
Export to DOCX | Allow users to export report results to DOCX by default. | |||||||||||||||||||||||||||||||
Export to PDF | Allow users to export report results to PDF by default. | |||||||||||||||||||||||||||||||
Export to XLSX | Allow users to export report results to XLSX by default. | |||||||||||||||||||||||||||||||
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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. | |||||||||||||||||||||||||||||||
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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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. | |||||||||||||||||||||||||||||||
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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. | |||||||||||||||||||||||||||||||
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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You can configure all region related settings here, including time & date and language specific text settings.
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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 Translation | Enable 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. |
Authentication
You can configure all authentication related settings here, including implementing LDAP authentication, Client Organizations, and password restrictions.
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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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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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User Authentication | Define whether system or LDAP authentication will be used during the login process. |
for more information. |
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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 panels in Yellowfin, including Headers, Footers, and Toolbars.
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