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This page allows administrators to configure a wide range of settings that fall under the following tabs:
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
You can configure general system settings here, including view & pdf defaults, logo options, and server settings.
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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
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 to allow 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.
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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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Authentication
You can configure all authentication related settings here, including implementing LDAP authentication, Client Organizations, and password restrictions.
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Option | Description | |
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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Option | Description | |
User Authentication | Define whether system or LDAP authentication will be used during the login process. | |
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The LDAP directory needs to be configured, if this is the selected user authentication method. | ||
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. |
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Integration
You can configure integration settings that allow you to customize panels in Yellowfin, including Headers, Footers, and Toolbars.
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