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Overview

The following is a list of security functions available in Yellowfin and their associated definitions. They have been grouped into sub sections to assist you to identify how and when these functions are used.

Function

Description

 

Administration

Approval Administration

Allows users to see outstanding report approvals

Annotations

Allows users to read, edit, create, and delete annotations.

Category Access

Allows users to configure report categories

Client Organisation Management

Allows users to set up and manage client organisations.

Configure Logon ID

Allows a user to set the type of log on id used for accessing Yellowfin – on the configuration page.

Configure Page Format

Allows the user to change the header and side nav interaction – on the configuration page.

Configure Support Email

Allows a user to set the support and broadcast reply email – on the configuration page.

Create & Edit Tags

Allows users to create and edit tags used in discussions, comments, and annotations.

Data Source Admin

Provides access to all data sources regardless of security settings.

Data Sources

Allows users to create and edit Data Sources. If a user does not have access to this function they may be able to create views but bit actually change the connection parameters.

Database Views

Allows users to create and edit Database Views

Discussion Contributor

Allows users to access the discussion page, and to read and write, and edit their own comments.

Discussion Admin

Allows users to access the discussion page, and to read, write, edit, and delete any comments.

Draft Public Reports

Allows the admin user to see all draft Public reports regardless of whether they are the current modifier or not. This lets the admin user reset these reports.

Draft Report List

Show a list of draft reports on the user dashboard page

Export View

Allows users to export a source, view, reports etc to an XML definition for import into another instance of Yellowfin.

Hide DBMS Messages

Replaces error messages from DBMS with generic messages

Import View

Allows users to import a source, view, reports etc to an XML definition from another instance of Yellowfin.

OLAP

Allows users to connect to OLAP Data Sources

Remove Access to Report Refresh

Remove access to the report refresh page

System Configuration

Allows users to modify Yellowfin site parameters

System Information

Allows admin users to view system information

 

Security & License

Licence Management

Allows users to view Yellowfin Licence details and upload new Licence files

Access Groups

Allows users to create and edit Groups

Roles Management

Allows users to create and edit security roles

User Management

Allows users to create and delete other user accounts

Source Filters

Allows users to create data source filters

 

Report Writing

Access Filter

Allows users to set or change the access filter on a report. This allows a user to over-ride any access / source filters set on a view.

Advanced SQL

Allows users to create formatable freehand SQL reports and reports from stored procedures.

Filter Period Management

Allow users to choose which Predefined Date Filters are available

Filter Sets

Allows users to create or use filter sets

Force Clone Views

Removes the option to edit existing views directly - users are forced to clone views to edit them

Public Filter Sets

Allow users to create public filter sets

Hide SQL

Will hide the SQL tab from the report information popup.

MI Reports

Allows users to create Management Information reports which saves the XML result set into the Yellowfin database creating a report history.

Refresh Dashboard Reports

Allows the user to set the auto refresh for dashboard reports.

Report Types

Allows users to create freehand SQL reports, and Jasper reports

Related Reports

Allows users to use Co-Display, Drill Down and Drill through functionality

Sub Queries

Allows the user to created advanced reports through the use of sub queries.

Yellowfin Reports

Allows users to log in to Yellowfin, and view, create, edit or delete reports. Read only users only require R access.

 

Personalisation

Dashboard

Gives users access to the dashboard page, and allows them to create their Private dashboard

Favourites

Allows users to add reports to their favourites list

User Profile

Allow users to view and update their user profile

 

Report Publishing

Broadcast Reports

Allows users to broadcast reports on a one-off or scheduled basis

Public Reports

Allows users to create and edit Public reports and views

Distribute Reports

Provides the user with the ability to distribute reports and dashboard tabs into another user’s inbox.

Email Reports

Allows users to send an ad hoc email copy of a report

Export Reports to CSV

Allows users to export report results to CSV

Export Reports to Doc

Allows users to export report results to DOC

Export Reports to PDF

Allows users to export report results to PDF

Export Reports to RTF

Allows users to export report results to RTF

Export Reports to XLS

Allows users to export report results to XLS

Multicast Reports

Allows users to broadcast reports to external users

Web Services

This function is required for a user account that will be used to log in to Yellowfin Web Services



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