Settings

What is Manage Settings?

Manage settings allows you to set and configure settings for the BI Portal.

Available configurations and setting options include:

<<<<<<< HEAD * Configure the number of years for which you would like to keep aggregated usage data. * Configure the number of days for which you would like to keep detailed usage data. * Configure view options for the navigation pane. * Set the default view for asset viewing. * Set the default behaviour for discussions on assets. * Set the default sorting order for viewing assets.

Manage Settings

How do I configure how long aggregated usage data are kept?

Aggregated Usage Data

Under the ‘Usage’ tab:

Enter the number of days you would like to keep aggregrated usage data for the Enterprise BI Portal.

Note: the minimum period is 2 years.

Click Save changes.

How do I configure how long detailed usage data are kept?

Detailed Usage Data

Under the ‘Usage’ tab:

Enter the number of days you would like to keep detailed usage data for the Enterprise BI portal.

Note: the minimum period is 60 days.

Click Save changes.

How do I set my view options for the navigation pane?

Under ‘Views’, tick the view options you would like displayed in the navigation pane.

  • Configure dynamic view options for the navigation pane.
  • Set the default browser behaviour of the navigation menu when viewing an embedded asset.
  • Set the default sorting order for asset views.
  • Enable preview features within the application.
  • Configure the number of days for which you would like to keep usage log data.
  • Configure the number of years for which you would like to keep asset usage data.
  • Configure email settings to enable outgoing email notifications from BI Portal.
  • Configure whether the helpdesk system is enabled or external.
  • Edit the email templates that are sent out as notifications.
  • Enable and configure an End User License Agreement for your users.

Manage Settings

General Settings

Development

How do I configure which view options display in the navigation pane?

Under ‘Views’, select whether you would like Recent or Popular views displayed in the navigation pane.

Click Save changes.

<<<<<<< HEAD

How do I set the default view for the BI Catalague?

=======

How do I set the default browser behaviour of the navigation menu?

Development

Under ‘Default View for the BI Catalogue’, select the default view you want for viewing an asset board from the left hand navigation or search.

The options available are:

<<<<<<< HEAD * Card (default with new installation)

* List

The end user can always override this by using the hamburger menu to show and hide the menu at any time. >>>>>>> Development

Click Save changes.

<<<<<<< HEAD

How do I enable or disable Discussions?

=======

How do I set the default sorting order for asset views?

Development

Under ‘Discussions’, tick the box to enable discussions on assets.

Click Save changes.

Discussions are enabled by default.

How do I set the default sorting order for viewing assets?

Under ‘Asset Sorting’, select the default sorting for assets.

The options available are:

  • Alphabetical
  • Popular
  • Recency

<<<<<<< HEAD Click Save changes.

How do I hide the navigation from view?

=======

How do I enable preview features for the application?

Development

Under ‘Slideout Navigation’, select whether you want to show or hide the left hand navigation.

The options available are:

  • Show
  • Hide

<<<<<<< HEAD

Click Save changes.

Usage

How do I configure how long usage logs are kept?

Under ‘Detailed Usage Log’, enter the number of days you would like to keep detailed usage log data for the Enterprise BI Portal.

Click Save changes.

The minimum period allowed is 60 days.

How do I configure how long usage metrics are kept?

Under ‘Aggregated Asset Usage’, enter the number of years and months you would like to keep aggregated asset usage data for the Enterprise BI Portal.

Click Save changes.

The minimum period allowed is 2 years.

>>>>>>> Development

Usage Data Settings

Outgoing Email

How do I configure which email is used to send outgoing emails?

Configure email settings under the Outgoing Email tab in Settings. This will send email notifications from BI Portal using the provided email address.

Enter an email address and its password.

Enter the SMTP Server and SMTP Port, and select whether you want to use a secure sockets layer (SSL).

Save your changes at the top right of the screen.

Test these settings, once saved, by clicking on Test Settings. This will send a test email to the email address you have entered to ensure you have saved the correct details.

Outgoing Email Settings Page

Helpdesk

How do I enable the helpdesk system for BI Portal?

Under the Helpdesk tab select ‘Enable’ or ‘Disable’ to configure the behaviour of the BI Portal Helpdesk system.

Click ‘External’ to use an external helpdesk system, but to use this first configure your outgoing email settings. This setting will generate and send helpdesk tickets as an email to an external system, but will still allow users to raise helpdesk tickets while using BI Portal. Though the menu options ‘My Tickets’ and ‘Helpdesk Tickets’ will not be available.

If the helpdesk system is not enabled, any helpdesk related buttons will not be visible in the BI Portal.

Click Save Changes for changes to take effect.

Helpdesk settings page

Email Templates

How do I edit email templates?

This is where Administrators can brand and change the layouts of their email templates.
Email Templates are used to send customised email notifications to users of your BI Portal. It will provide the details of a notification event (the kinds of notifications are the available templates) that has occurred in the BI Portal if a user has opted to receive them. There are different templates according to the notification and the Administrator will have to edit each individual template.

Click on the Edit button in the top right corner of each template to customise the layout, branding, and email subject and body. The body is edited using HTML and users can choose where to use tokens in their markup.

Click Save Changes to save your template.

Reset your changes to default settings using the button at the top right of the page.

Email Template Settings page

End User License Agreement

Administrators can create an End User License Agreement, EULA, that will require all users of their BI Portal to accept in order to use the BI Portal. This can be a scheduled occurrence and Administrators can also reset acceptance of the EULA that will force all users to accept the EULA at any time using the reset button at the top right corner.

The EULA is disabled by default and can be enabled using the checkbox on this page. Once you enable it, this first time set up will automatically require all users to accept the EULA.

EULA Settings Page

Once enabled, the Administrator will then select whether there will be periodic enforcement of the EULA and if so, when users will need to re-accept. For example, this could be every six months and the notice will pop up on schedule every six months for users to accept.

The text of the EULA can be entered and formatted here.

Once completed, Save Changes at the top right of the screen.

Once enabled, there are other options to configure.