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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:
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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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System
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System
You can configure
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You can configure general system settings here, including view & pdf defaults, logo options, and server settings.
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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. |
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 | Description |
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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. |
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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Region
You can configure all region related settings here, including time & date and language specific text settings.
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Authentication
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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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 customize panels in Yellowfin, including Headers, Footers, and Toolbars.
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