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Overview

The Administration area contains all the system, user, and content settings required to setup and maintain Yellowfin's use.

Administrator users are there to ensure:

  1. Users have appropriate access to the system. This is done by creating users, assigning role permissions, and defining any source filter requirements.
  2. Users have appropriate access to data. This is done by creating and assigning access to Data Sources and Views.
  3. Users have appropriate access to content. This is done by creating and assigning access to Content Folders.
  4. The system is correctly configured. This is done by defining the Configuration and Content Settings settings required.

 

Administration Menu

The Administration controls are accessed through the main navigation menus.

Left Side NavigationToolbar

 

Available Functions

Once the user has clicked on the Administration link they will be provided with the following options:

Option

Left SideToolbar

Description

Admin Console

This link will take you straight to the main Admin Console page, rather than providing a short cut to one of the main admin components.

Configuration

This link will take you to the Configuration page, allowing you to customise Yellowfin settings, such as authentication, integration (headers, footers, and navigation), page formatting, email server and defaults, system parameters, and regional settings.

Content Settings

This link will take you to the Content Settings page, allowing you to manage the way Yellowfin displays each type of content.

Export

This link will take you to the Export page, allowing you to save an xml fine defining selected pieces of content for use as backups or to transfer to different instances of Yellowfin.

Import

This link will take you to the Import page, allowing you to select and xml file that defines pieces of content you wish to add to the system.

Images & MapsThis will take you to the Images & Maps page, allowing you to manage images, raster maps, and wms layers in the system.
Email TemplateThis will take you to the Email Template page, allowing you to customise the style of automated emails sent from the system.
Session ManagementThis will take you to the Session Management page, allowing you to view and manage the current sessions in the system.

Schedule Management

This will take you to the Schedule Management page, allowing you to view and manage all schedules in the system.
Dashboard ManagementThis will take you to the Dashboard Management page, allowing you to view and manage the dashboard tabs in the system.
Licence ManagementThis will take you to the Licence Management page, allowing you to view, update, and schedule reminders for the system licence.
Background ExecutionThis will take you to the Background Execution page, allowing you to manage current queued and running report queries.

Plugin Management

This will take you to the Plugin Management page, allowing you to manage all plugins in the system.
System InformationThis will take you to the System Information page, which provides you with technical information requried for maintenance and troubleshooting.
Content TranslationThis will take you to the Content Translation page, which will allow you to manage all translations you've provided for content in the system.
Client OrgsThis will take you to the Client Orgs page, which will allow you to manage all Client Organisations in the system.