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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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  1. Configuration - Email
  2. SystemConfiguration - System
  3. Configuration - Region
  4. Configuration - Authentication
  5. Configuration - Integration

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Email 
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email
email

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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titleGeneral Settings


Option

Description

Support Email Address

Define the email address to receive support issue emails.

Email Notifications

Enable email notifications for various user events in the system. See here for a list of all events.

Email Notification Display Name

Define the sender display name for Email Notifications.

Email Notification Address

Define the sender email address for Email Notifications.

Notification Settings

Enable the events to send users email notifications for:

  • User Account & Password Updates
  • Content Distribution
  • Comment Updates
  • Timeline Updates
  • Discussion Stream Updates
  • Signal Updates
  • Story Updates

Broadcast Display Name

Define the sender display name for Broadcast emails.

Broadcast Email Address

Define the sender email address for Broadcast emails.

Display Broadcast Filter ValuesDisplay the filter values applied to the report in the body of the broadcast email.

Recipient Search

Allow users to search for recipients in the user list when sending an email.

Broadcast Failure TaskA task will be created any time a broadcast fails to be sent.

Broadcast Failure Task Recipient

Select a group to receive broadcast failure tasks.

Custom Share Email SenderAllows Yellowfin content to be shared through a customized email account, if enabled, rather than through the logged in user's account. Use the following two configurations to define the custom account.
Share Email Display NameDefine the sender's display name for shared emails.
Share Email AddressDefine the sender's email address for shared emails.

Send email in Background

Allow users to continue working in the system while an email is sent.

Include link in Broadcast

Include a link to the content in all broadcast types.



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Expand
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

You can configure general system settings here, including view & pdf defaults, logo options, and server settings.

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  • 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)
    Expand
    titleGeneral Save to Disk 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.

    Color Picker Standard Colours

    Define the default colors to display in the color picker, along with the chart color defaults. There is room for six colors to be defined.

    Base Tags

    Save to Disk Path

    The server path where Save To Disk report broadcasts will be saved. This can also be a UNC path if the user’s environment permits.



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    system
    system

    System

    You can configure general system settings here, including view & file export defaults, logo options, and server settings.

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    Expand
    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.
    Enable Guided NLQThis toggle allows Guided NLQ to be switched off for all users of a Yellowfin instance. For multi-org setups, this toggle can be set individually per client org.

    Color Picker Standard Colours

    Define the default colors to display in the color picker, along with the chart color defaults. There is room for six colors to be defined.

    Base Tags

    • Included: Base tags will be included in the HTML of every page
    , but will be commented out
    • . This can be useful for debugging purposes, but may cause issues if proxy servers or load balancers are in use.

    External Instance Base URL

    • 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

     If an external URL is not set for a client org, it will revert to the primary org setting. It’s used for embed script links, direct links, and links sent via email. 

    External
    JavaScript 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.
    Expand
    titleCompany Logo

    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.

    Expand
    titleViews

    Option

    Description

    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 ThresholdDefine 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 DefaultDefine whether or not Drill Anywhere is enabled by default on new fields when they are added to views.Default Metric AggregationSelect the default aggregation to be applied whenever a metric field is added to a view.Add New View FieldsDefine whether or not table fields selected on the Model page in the view builder will automatically be added as view fields.Default Data PreviewChoose a default selection for the data previewed on the Prepare page in the view builder.Data ProfilingDefine whether or not data profiling is enabled in the view builder. Expand
    titleReport Export Defaults
    OptionDescriptionExport to CSVAllow users to export report results to CSV by default.

    Export to DOCX

    Allow users to export report results to DOCX by default.Export to PDFAllow users to export report results to PDF by default.

    Export to XLSX

    Allow users to export report results to XLSX by default. Expand
    titlePDF Export Defaults

    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)

    Expand
    titleCustom Parameters

    Option

    Description

    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.

    See Custom Parameters for more information.

    Expand
    titleSecurity

    Option

    Description

    JavaScript Charts

    Enabling this button allows permitted users to create JavaScript charts.

    Client Org JavaScript ChartsSwitch 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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    titleTime & 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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    titleText 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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    titleLanguage 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.

    Authentication

    You can configure all authentication related settings here, including implementing LDAP authentication, Client Organizations, and password restrictions.

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    titleGeneral Settings

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    Option

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    Description

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    Logon ID

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    Specify whether users log in to the system with an email address or username.

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    Allow External Access

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    Direct links to unsecured content can be shared with anyone.

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    Multiple Login Logic

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    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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    titleAuthentication Method

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    Option

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    Description

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    User Authentication

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

    See 20709979 for more information.

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    titleLDAP Configuration

    The LDAP directory needs to be configured, if this is the selected user authentication method.

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    Option

    ...

    Description

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    LDAP Host

    ...

    The Hostname or IP address of the LDAP server.

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    LDAP Port

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    The TCP port that the LDAP service is listening on.

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    Encryption

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    The encryption method implemented by the LDAP server.

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    LDAP Base DN

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    The LDAP node that all users and groups are contained within.

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    LDAP Group

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    Only members of this group will be able to login to Yellowfin.

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    LDAP Bind User

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    An LDAP user with rights to search the LDAP directory.

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    LDAP Bind Password

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    The password for the LDAP Bind User defined above.

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    LDAP Search Attribute

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    The LDAP attribute that contains a user’s Yellowfin username, entered by LDAP users at login.

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    LDAP First Name Attribute

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    The LDAP attribute that contains a user’s first name.

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    LDAP Surname Attribute

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    The LDAP attribute that contains a user’s surname.

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    LDAP Email Attribute

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    The LDAP attribute that contains a user’s email address.

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    LDAP Role Attribute

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    The LDAP attribute that contains a user’s Yellowfin role.

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    LDAP Group Filtering Criteria

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    Criteria used to filter a list of LDAP groups. Only groups returned in the filtered list will be passed to Yellowfin.

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    Ordering

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    The order in which internal authentication is performed.

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    Map LDAP Group to a Yellowfin Role

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    When enabled, LDAP user’s roles are updated directly in Yellowfin based on their LDAP group.

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    Test Connection

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    Test your LDAP connection with the settings defined above.

    See 20709979 for more information.

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    titleClient Organizations

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    Option

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    Description

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    Client Organization Functionality

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    Enable creation of multiple virtual instances within the system.

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    Global Annotations

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    Allow annotations created at the Primary Org to be viewed through any Client Orgs.

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    titlePassword Settings

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    Option

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    Description

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    Password Length Restrictions

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    Define the minimum and maximum character length for user passwords.

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    Password Requirements

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    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

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    Password Attempts Limit

    ...

    Define the maximum number of password attempts a user may have before the account is locked.

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    Show Forgot Password Link

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    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.

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    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.

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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.

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    Remember Me Period

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    Define the number of hours Yellowfin will remember a user's credentials.

    Object Name

    This field is useful for white label instances of Yellowfin. By default, embed links and JS API window object name use the text yellowfin which is visible to end users.

    If you enter text in this field (eg, myCompanyName), the JS API window object name will use your text instead of the default yellowfin (eg, in the JS API window object name,  window.yellowfin would become window.myCompanyName).

    If this field is left blank, the default text yellowfin will continue to be displayed in the JS API window object name and embed links.

    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.

    Allowed OriginsThis option allows users to specify a series of domains permitted for Cross Origin Resource Sharing (CORS), while the External JavaScript API is being used.  This option is only available in the primary organization; it is not available in client orgs.

    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 Schedule IntervalSelect the minimum interval that can be set for running all types of schedules including; Broadcasts, Cached Reports, Cached Filters, Data Transformations and Signals.
    Multi-Tab SupportEnable this to allow Yellowfin to be used across multiple tabs and browsers during a single user session.
    Maximum File Upload SizeSet the maximum size (in MB) allowed for any file uploaded to Yellowfin, such as GeoPacks, content imports, and images. The default is 80. The field accepts numbers and a decimal separator (eg, 80.5) only.
    Unique Tokens for Every Request

    When enabled, a nonce is added to every request sent to Yellowfin, which is then validated by the server before the request can be processed. This will help prevent request replay attacks, or automated request submissions. When disabled, no nonce is added and requests will be processed without a unique token. Depending on your system security setup, this could result in processing duplicate submissions. See our hardening guide for more information.



    Expand
    titleCompany Logo


    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.



    Expand
    titleViews


    Option

    Description

    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 ThresholdDefine 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 DefaultDefine whether or not Drill Anywhere is enabled by default on new fields when they are added to views.
    Default Metric AggregationSelect the default aggregation to be applied whenever a metric field is added to a view.
    Add New View FieldsDefine whether or not table fields selected on the Model page in the view builder will automatically be added as view fields.
    Default Data PreviewChoose a default selection for the data previewed on the Prepare page in the view builder.
    Data ProfilingDefine whether or not data profiling is enabled in the view builder.



    Expand
    titleReport Export Defaults


    OptionDescription
    Export to CSVAllow users to export report results to CSV by default.

    Export to DOCX

    		Allow users to export report results to DOCX by default.
    Export to PDFAllow users to export report results to PDF by default.

    Export to XLSX

    		Allow users to export report results to XLSX by default.



    Expand
    titlePDF Export Defaults


    Option

    Description

    Page Size

    Select the page size for your PDF file. This allows other layout settings to be configured properly.

    Page Orientation

    Choose the orientation of your file.

    Shrink to Fit Page WidthIf enabled, the report content will be shrunk to fit the page width.

    Use Default Layout Values

    This toggle lets you alter the default system layout settings for this exported PDF. It does not update the system defaults.

    If disabled, the options below will appear.

    Header HeightIf your report contains a header, enter the header's height (pixels) in this box to avoid any overlap between your header and the top of the report.
    Footer HeightIf your report contains a footer, enter the footer's height (pixels) in this box to avoid any overlap between the report contents and your footer.
    Scale ImagesIf enabled, images will be scaled to prevent them from being cut off if too large.
    Maximum Image WidthEnter the maximum image width (pixels).
    Maximum Image HeightEnter the maximum image height (pixels).

    Report Section Page Break

    If enabled, this option creates page breaks for report sections. This ensures that each new section in a report will start at the top of a new page.

    Note that Yellowfin splits the report table when report sections are defined, creating a separate table for each report section.

    Co-Display Report Page Break

    If enabled, this option creates page breaks for co-display reports. This ensures that each co-display report will start from the top of a new page in the exported PDF.

    PDF Password

    Enter a password to secure exported PDF files. 

    Lock Page During ExportsIf enabled, user interactions and navigation will be restricted, preventing unexpected changes when the PDF export is taking place.


    Tip

    If you can't see the PDF export defaults in this location, they will be visible on the Admin Console.



    Expand
    titleDOCX Export Defaults


    Option

    Description

    Conditional Formatting Icon Export

    If your report uses conditional formatting to display icons instead of data, enabling this option will ensure that those icons are exported. Disabling this option will ignore any conditional formatting and instead use the original data values.



    Expand
    titleXLSX Export Defaults


    Option

    Description

    Conditional Formatting Icon Export

    If your report uses conditional formatting to display icons instead of data, enabling this option will ensure that those icons are exported. Disabling this option will ignore any conditional formatting and instead use the original data values.

    Keep Formatting

    If your report contains formatting for numeric values, such as prefixes, suffixes and thousand separators, enabling this option will export numeric values as text to maintain formatting. Disabling this option will ignore any formatting and export numeric values as numeric.

    This feature is enabled by default.



    Expand
    titleCSV Export Defaults


    Option

    Description

    Line Delimiter

    This setting might be useful when working with third-party tools which may require a specific carriage return type to correctly process CSV files. Set your default carriage return here. Select from CR, CRLF and LF. This setting can be overridden during manual/ad-hoc CSV exports.



    Expand
    titleCustom Parameters


    Option

    Description

    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.

    See Custom Parameters for more information.


    Expand
    titleSecurity


    Option

    Description

    JavaScript Charts

    Enabling this button allows permitted users to create JavaScript charts.

    Client Org JavaScript ChartsSwitch 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.



    Expand
    titleHousekeeping


    Option

    Description

    Time Delay for Report Thumbnail Clean-up

     This system task runs in the background and is invoked every week. It checks for reports that have been deleted recently (using the number set in this field as a minimum number of days since deletion) and deletes the thumbnail images linked to them.



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    Region 
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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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    titleTime & Date Settings


    Option

    Description

    Default User Time Zone

    Specify the default Time Zone to be initially assigned to users until they customise the setting.

    Date Format

    Specify the default date format to be used throughout the system.

    Week Start Day

    Specify the first day of the week, to be used for predefined date filters.

    Financial Year Start Date

    Specify the first day of the financial year for use in predefined date filters



    Expand
    titleText Formats


    Option

    Description

    Name Format

    Specify the default format to be used when displaying a user’s full name in the system.

    Middle InitialSpecify if the middle initial should be used in names by default.

    Decimal Separator

    Specify the default decimal separator character to be used in the system.

    Thousand Separator

    Specify the default thousand separator character to be used in the system.

    Default Language Font

    Specify the default language font to be used in the system if special language characters are required.

    User Defined Language FontSpecify if users should be able to specify their preferred language font, rather using the system defined Default Language Font for PDF export settings.

    CSV Character Set

    Specify the default character set to be used when exporting reports to CSV format.

    Decimal Separator Per Language

    Toggle to activate an alternative decimal separator for each non-default user language set. Users will see this decimal separator in their language on any reports and charts they view, overriding the system-wide default for them.

    Thousand Separator Per Language

    Toggle to activate an alternative thousand separator for each non-default user language set. Users will see this thousand separator in their language on any reports and charts they view, overriding the system-wide default for them.



    Expand
    titleLanguage Settings


    Option

    Description

    Locale-based SortingEnable this toggle to sort report data based on server locale. This ensures diacritics (such as é and ö) are sorted alphabetically, but may increase sort processing time.

    Multi-language Deployment

    Enable Content Translation to allow advanced users to provide alternative text to be displayed for additional languages.

    Languages

    Specify the languages users may translate content to.

    Copy Content TranslationEnable this toggle to copy translated content when making a copy of a report with it. If disabled, the copied report contains only the original content.



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    Authentication 
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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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    Expand
    titleGeneral Settings


    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.

    Allow Content Super User

    A super user can view and delete content across the board, overriding any other config settings related to viewing and managing content. This includes the XML export of private content. Therefore, any user roles given this function have full access to all content, whether private or public, within an organization.

    After activating this setting, you must then assign user roles that include this function. When this function is included in a user role, the role cannot be deleted. Remember, changes at the role level won't take effect for a user until their next successful login. 



    Expand
    titleAuthentication Method


    Option

    Description

    User Authentication

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

    JWT Single Sign OnEnable user authentication via JWT Tokens. Toggling this option on produces a variety of options. See the wiki page Using JWT tokens with SSO for more information.
    SAML Single Sign OnEnable user authentication via SAML. Toggling this option on produces a variety of options. See the related wiki page for more information.



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    titleLDAP Configuration


    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.

    See 20709979 for more information.



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    titleClient Organizations


    Option

    Description

    Client Organization 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.



    Expand
    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.

    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

    Only displayed if 'Remember Me' is enabled. This defines the number of hours Yellowfin will remember a user's credentials.

    Password Expiry PolicyWhen enabled, set an expiry duration for user passwords, and each user will receive an email requesting they update their password 10 days before it expires. If a user does not log in before their password expires, they will be prompted to reset their password at next login before they gain access to the system.
    Note: this option is not available for LDAP users as their password management is handled by LDAP.
    Password Expiry AgeOnly displayed if 'Password Expiry Policy' is enabled. This sets the number of days that a user's password is valid. This value can be set to any number of days and begins counting down from the day after a user's current password is set.



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    Integration 
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    integration
    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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    titlePage Header


    Option

    Description

    Display

    Define whether a standard, custom, or no header is used throughout the system.

    URL

    This option only displays if 'Display' is set to 'Custom'. Specify the location of the custom header file.

    Page Title

    Display the page title in the header area of the page.

    User

    Display the name of the current user in the header area of the page.

    Client

    Display the name of the current client org in the header area of the page.

    Role

    Display the name of the current user's role in the header area of the page.



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    titleToolbar


    Option

    Description

    Display

    Display the main navigation bar directly under the header area of the page.

    Logout Link

    Display a Logout link in the main navigation bar directly under the header area.

    Offset

    Define the number of pixels the main navigation bar options are pushed out from the left hand side of the page.



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    titlePage Footer


    Option

    Description

    Display

    Define whether a standard, custom, or no footer is used throughout the system.

    URL

    This option only displays if 'Display' is set to 'Custom'. Specify the location of the custom footer file.



    Expand
    titleTimeout Page


    Option

    Description

    Display

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

    URL

    This option only displays if 'Display' is set to 'Custom'. Specify the location of the custom timeout page.

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