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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:


  1. Email15630674
  2. System15630674
  3. Region15630674
  4. Authentication15630674
  5. Integration15630674

 


Email


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You can configure all email related settings here, including default addresses and outgoing server settings.

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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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system
system

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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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.

Colour Picker Standard Colours

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.

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. 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.


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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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titleLanguage Settings


Option

Description

Multi-language Deployment

Enable Content Translation so advanced users to provide alternate text to be displayed for additional languages.

Languages

Specify the languages users may translate content to.

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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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titleAuthentication Method


Option

Description

User Authentication

Define whether system or LDAP authentication will be used during the login process.

See Configuration 15630674 for more information.


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titleLDAP Configuration


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 Configuration15630674 for more information.

 



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titleClient Organisations


Option

Description

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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titlePassword Settings


Option

Description

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:

  • At least one number
  • At least one letter
  • At least one upper case letter
  • At least one lower case letter
  • At least one special character
  • Password must be different from last

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.
This option has been removed.

See http://www.yellowfinbi.com/YFForum-Login-autocomplete-configuration-option-removed-?thread=178871 for more information.

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.

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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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titleTimeout Page


Option

Description

Display

Define whether a standard or custom session timeout page is used.

URL

Specify the location of the custom timeout page.

 



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15630674