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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. Configuration - System
  3. Configuration - Region
  4. Configuration - Authentication
  5. 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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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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titleSave to Disk Settings


Option

Description

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

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

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Display images at their full resolution or scale them down to avoid them
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titlePDF Export Defaults


Option

Description

Page Size

Select the

default paper size to be used for PDF exports

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

Page Orientation

Select

Choose the

default paper orientation to be used for PDF exports

orientation of your file.

Shrink to Fit Page Width
Define if content should
If enabled, the report content will 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

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 Width
Define
Enter the maximum image width (pixels)
for use in PDF exports.
.
Maximum Image Height
Define
Enter 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

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.



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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.Define a password to be used to secure PDF exports. (Optional)



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titleDOCX XLSX Export Defaults


ensure that those icons are exported conditional instead use the original data values.

Option

Description

Conditional Formatting Icon Export

If your report uses conditional formatting to display icons instead of datadisplay 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.



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titleCSV Export Defaults


Option

Description

Line DelimitedDelimiter

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.


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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


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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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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. 


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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.

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

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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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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