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Configuring Server Profile

Administrators can define initial settings of Logi Report Server and customize some features by configuring the server profile for all users in the Administration > Server Profile > Customize Server Preferences and Customize Profile pages of the Logi Report Server console. Normal user can also configure his own profile in the My Profile page of the server console.

There are three subjects in the server profile: Change Password, Customize Server Preferences and Customize Profile. The Change Password subject is available in the My Profile page only. Each user can change the password he uses for logging onto Logi Report Server. The Customize Server Preferences subject contains options for customizing the Logi Report Server web pages and some server features and is divided into three sub categories: General, Export Formats and Advanced. The Customize Profile subject is for customizing common features of Page Report Studio, Web Report Studio, and JDashboard and their individual features and preferences as well.

In the My Profile > Customize Server Preferences and Customize Profile pages (excluding the Features sub tab in the Page Report Studio/Web Report Studio/JDashboard tab), you can search for the options you need using the Search box. Type the text you want to search for and the options whose key values contain the matched text will be listed (The key values of the options are defined using the <Value></Value> tags in the file keywords.xml located in the <install_root>\resources\server\languages\en\properties and <install_root>\resources\server\languages\en-us\properties directories. You can customize the key values to any text in any language). In the search result list, select an option and Report Server displays the page containing the option and highlights the matched text. When there are more than 10 results, you can select the More link at the end to show all the other results. After typing text in the Search box, you can also select Search Options that appears in the box to specify the following search options. To cancel the search operation, clear the text or select Delete button.

  • Highlight All
    Specifies whether to highlight all matched text.
  • Match Case
    Specifies whether to search for text that meets the case of the typed text.
  • Match Whole Word
    Specifies whether to search for text that matches the whole option name as defined in the <UIName></UIName> tags in keywords.xml. You can customize the <UIName></UIName> tags if you want. If selected, the key values of the options will be ignored.

You can also use URL commands to change the user password or load the Server Preferences page directly.

The following table lists the profile options in each subject and their usages.

Option Description
Change Password
Logged in User's Password Specifies the password of the currently logged in user.
User ID Displays the ID of the current user.
New Password Specifies the new password.
Confirm New Password Confirms the new password by typing in it again.
Customize Server Preferences
Allow users to modify preferences from server console Specifies whether to allow users to modify the server preferences in the My Profile page of the server console. Available only to administrators in the Administration > Server Profile > Customize Server Preferences page of the server console.
General
Home Page Specifies the default home page for the Logi Report Server console: the Start Page, the Console page, or a dashboard.
Default Format for Viewing Report Specifies the default format for viewing reports. If Web/Page Studio is selected, page reports will be opened in Page Report Studio, and web reports in Web Report Studio.

If the property Default Format for Viewing Report of a page report tab or web report has been set to a specific format when the report is designed in Logi Report Designer, the value in Designer has higher priority than the one here.

Default View for Page Report Studio Specifies the default view of Page Report Studio when running page report in Page Report Studio by selecting report names or via URL:
  • Basic View
    If selected, Page Report Studio will run in Basic View by default. Users can switch to Interactive View if the link is available.
  • Basic View Only
    If selected, Page Report Studio will run in Basic View only. Users are not able to switch the view.
  • Interactive View
    I f selected, Page Report Studio will run in Interactive View by default. Users can switch to Basic View if the link is available.
Default Mode for Web Report Studio Specifies the default mode of Web Report Studio when running web reports in Web Report Studio by selecting report names or via URL:
  • View Mode
    If selected, Web Report Studio will run in View Mode by default. Users can switch to Edit Mode if the link is available.
  • View Mode Only
    If selected, Web Report Studio will run in View Mode only. Users are not able to switch the mode.
  • Edit Mode
    If selected, Web Report Studio will run in Edit Mode by default. Users can switch to View Mode if the link is available.
Default Mode for JDashboard Specifies the default mode for viewing dashboards in JDashboard. You can choose between View Mode and Edit Mode.
Use Major Sort as Default Specifies whether to use major sort as the default sort rule when sorting summary tables in Web Report Studio or JDashboard, which is to sort data by the last sort condition only. If unselected, minor sort will be applied, which is to sort lower groups based on the sort result of all its higher level groups.
Open All Reports and Dashboards in New Window Specifies whether to pop up Web Report Studio, Page Report Studio, or JDashboard in a new window. If unselected, they will be embedded in the current window.

Use Wizard for Web Report Studio Web Report Studio provides two ways for creating and working with web reports: a traditional way using a wizard (when the Yes option is selected) and a quick start way to create a table report (when the Yes option is not selected). For more information, see Web Report Studio.
Only Display CSS Styles in Style List Specifies whether to display only the CSS styles in the style list.
Display the Last Login Time Specifies whether to display the last login time of a user on the top banner of Logi Report Server. If selected, the login time will be recorded in the login.properties file in <install_root>\bin after Logi Report Server shuts down.
Display the Last Logout Time Specifies whether to display the last logout time of a user on the top banner of Logi Report Server. If selected, the logout time will be recorded in the logout.properties file in <install_root>\bin after Logi Report Server shuts down.
Keep Completed Tasks for Specifies for how many days Logi Report Server will keep the completed tasks in the Completed list. If the value is set to 0, the server will keep the completed tasks until you delete them from the Completed page.
Parameter Display Size Specifies the display length in characters of the parameters that are to be applied to both the completed and active schedules.
Folder Selector Type Specifies the type of the tool used for selecting folder paths from the file system. This option is available on the Internet Explorer browser and applied to local published reports only.

There are three types of folder selectors:

  • JavaScript format
    Folder selector is a dialog box generated by JavaScript.
  • VBScript format
    Folder selector is a dialog box generated by VBScript.
  • JSP format
    Folder selector is an HTML page generated by JSP. This format is available to administrators only.
Skin Format Specifies the skin format applied to Logi Report Server and Page Report Studio UI. You can choose from Standard, Classical and Windows XP.
Columns Shown in _ List Specifies which columns will be displayed as default in the following list when you log onto Logi Report Server: Resources, Scheduled, Running, Completed, Background Tasks, Report Result Versions, Report Versions, Catalog Versions, and Result Versions.
Show Loading Icon When Refreshing Specifies whether to show the loading icon when refreshing reports or dashboards.
Enable IE Navigate2 Specifies whether to load resources with IE Navigate2 method and its flags setting when viewing reports or loading URL links in Internet Explorer.
Export Formats
Logi Report Result Specifies the default properties for exporting a report to a result file.
  • Zip Result
    Specifies whether to compress the result and make its size smaller.
Page Report Result Specifies the default properties for exporting a report in the Page Report Result format.
  • Resolution
    Specifies the resolution of the result to zoom in/out, in DPI. The default value is obtained from the operation system, which is the resolution of your monitor, for example, 72 DPI on Unix or 96 on Windows. You can set higher/lower values to zoom in/out.
HTML Specifies the default properties for exporting a report in the HTML format. For details about properties of this format, see HTML.
PDF Specifies the default properties for exporting a report in the PDF format.
  • Clipping Area
    Specifies whether to keep the clipping area of the report in the exported PDF file.

For details about other properties of this format, see PDF.

Excel Specifies the default properties for exporting a report in the Excel format. For details about properties of this format, see Excel.
Text Specifies the default properties for exporting a report in the Text format. For details about properties of this format, see Text.
RTF Specifies the default properties for exporting a report in the RTF format. For details about properties of this format, see RTF.
XML Specifies the default properties for exporting a report in the XML format. For details about properties of this format, see XML.
PostScript Specifies the default properties for exporting a report in the PostScript format. For details about properties of this format, see PostScript.
Advanced
Enable Waiting Page Specifies whether to show the waiting page. You can select the Customize button to customize the waiting page in the Customize Waiting Page dialog box. Available only to administrators in the Administration > Server Profile > Customize Server Preferences page of the server console.
Specify Default Language Specifies an environment language for Logi Report Server. All UI text and messages will be displayed in the specified language. The available languages come from the qualified language packages defined in <install_root>\resources\server\languages. By default there are two built-in English language packages: en and en-us. You can add more language packages following NLS at Application Level.
  • Language
    Specifies the environment language of Logi Report Server.
  • Reset All Users' Preference
    Specifies to reset all users' default language to the one selected in the Language drop-down list. Available only to administrators in the Administration > Server Profile page of the server console.
Enable NLS Specifies to enable the NLS feature when directly run reports and dashboards. Available in the My Profile page of the server console only.
  • Default Language
    Specifies the default language in which the report and dashboard results are displayed.
  • Default Encoding
    Specifies the default encoding for the reports and dashboards.
Specify Default Time Zone Specifies the default time zone for Logi Report Server. All dates on the server UI will then be displayed according to the specified time zone.
Specify Date Time Format Specifies the default date and time formats in which such values will be displayed in the Logi Report Server web pages, for example, the last modified time of a report, the time when a schedule take is finished.
Override Style Group Specifies the default style group that will be applied when running reports on Logi Report Server, including direct running, advanced running and scheduled running. Reports running in Page Report Studio will also be exported with this default style group if no other style group has been specified.
Identify Server Preference Specifies whether a task can be performed on a manually specified clustered server when scheduling a report. Available only in cluster environment.
Use Accessible Version Sets the accessible version of Logi Report Server as the default portal instead of the server console. In the accessible version, reports are displayed in the HTML format with accessibility attributes, and table/crosstab components are output as HTML data table. With the help of reader agent, users can navigate through the server resource to view the target report. For more information, select Making HTML and PDF Report Results and Server Console Accessible.
Enable Saving Parameter Values Enables saving parameter values for reuse next time when specifying parameter values in order to run reports or dashboards.

For a report/dashboard that has multiple parameters, the values of all the parameters specified at a time will be saved together as a group for the report/dashboard. The group is also called a list. Selecting a group as the value will apply the values in the group to all the corresponding parameters in the report/dashboard.

When the Yes check box is selected, you need to choose a way of saving the parameter values: Manually or Automatically. When switching from one to the other and OK is clicked, all saved parameter values for the current user will be cleared.

  • Manually
    If selected, it is up to users to manually save the parameter values they are going to reuse frequently and manage the saved values. Then in cases when users are asked to specify parameter values, the options for using saved parameter values, saving the specified values, and deleting the saved values will be provided.
  • Automatically
    If selected, Logi Report saves user submitted parameter values on a user-report or user-dashboard basis.

    The automatically saved parameter value groups will be available in the value drop-down list of each of those parameters next time when the same user is asked to specify parameter values for the same report or dashboard. Selecting a group from any of the parameters' value lists will apply the saved group of values to all the parameters. A group in the value lists is a one-row values' set: it lists the values of the parameters in one row with blank to separate between parameters and the values are in an order same as the display order of the parameters.

  • Maximum Number of Auto Complete Parameters List
    For both manually and automatically saved parameter value groups or lists for a report/dashboard, there is a number restriction. By default it is 3, which means the manually saved parameter value lists or auto saved lists for a report or dashboard can be no more than three. When the saved lists exceed the maximum number or if you change the current number to a smaller one, the oldest lists will be removed.
Enable Setting Default Parameter Values For Specifies whether to display the Save as default option in the parameter page which allows users to customize the default parameter values for reports or dashboards on a user-report or user-dashboard basis.
  • Page Report
    Enables users to set default parameter values for page reports.
  • Web Report
    Enables users to set default parameter values for web reports.
  • Dashboard
    Enables users to set default parameter values for dashboards in JDashboard.
Enable Hiding Initial Parameter Dialog For Specifies whether to display the "Do not show this screen again" option in the Enter Parameter Values dialog box or the "Re-enable Parameter Screen" option in the Parameter Settings dialog box or the Parameter panel, which allows users to hide the initial parameter dialog box brought by actions in the Logi Report Server console to run a report on a user-report basis.
  • Page Report
    Enables users to hide the initial parameter dialog box for running page reports.
  • Web Report
    Enables users to hide the initial parameter dialog box for running web reports.
Enable Setting Default On-screen Filter Values For Enables users to customize the default on-screen filter values of a report/dashboard on a user-report/dashboard basis. Available only to administrators in the Administration > Server Profile page of the server console.
Case-Sensitive Login User Name Logi Report Server requires that the User Name for logging onto the server console is case sensitive by default. Clear the option if you do not want the login user names to be case sensitive. Available only to administrators in the Administration > Server Profile > Customize Server Preferences page of the server console.
Customize Profile
Common
Specify Date Time Format Specifies the default date and time formats in which such values will be displayed in Page Report Studio, Web Report Studio and JDashboard, for example, the last modified time or print time of a report, the date values displayed in the query filter value list.
  • Date Format
    Specifies the default format for the date values.
  • Time Format
    Specifies the default format for the time values.
  • Timestamp Format
    Specifies the default format for the timestamp values.
Sort on Column Headers Specifies to sort data in tables by selecting the sort buttons on table column headers in Web Report Studio and JDashboard.
Filter on Column Headers Specifies to filter data in tables by selecting the filter buttons on table column headers in Web Report Studio and JDashboard.
Show Sort/Filter Status on Column Headers If selected, the sort/filter button will be displayed with the current sort/filter status on the table column headers after the columns are applied with sort/filter conditions.
Save Sort Criteria Specifies whether to select the Save Sort Criteria option by default in the save dialog box when saving a report/dashboard to a report/dashboard version or as a new report/dashboard, or whether to save the sort defined in a report/dashboard by default when saving an existing report/dashboard.
Save Filter Criteria Specifies whether to select the Save Filter Criteria option by default in the save dialog box when saving a report/dashboard to a report/dashboard version or as a new report/dashboard, or whether to save the filter defined in a report/dashboard by default when saving an existing report/dashboard.
This image notes any new content for version 17 of the product. For more information please see the Release Notes or What's New topics.Expand All Nodes of Business View Specifies whether the nodes of a business view resource tree in Web Report Studio are expanded by default. The default behavior - all nodes expanded - is best suited for business views containing a few folders and data fields. Clear this option if you have many resources to view, and if you would like all folders to collapse by default in the resource tree.

When working with Web Report Studio, after you expand or collapse nodes in a resource tree, the changes will be remembered and applied anywhere you view the resource tree, within the report session.

Enable Partial Report Result Specifies whether to retrieve partial data only when running reports in Page Report Studio and Web Report Studio. When a report contains a large amount of data, it will be helpful to retrieve only a specific number of records for performance concern. When this option is selected, a report data mode drop-down list is available on the toolbar of Page Report Studio and Web Report Studio, with which the report users can switch to show full data of a report or only get partial report result.
  • Default Setting
    Specifies the default report data mode to retrieve data: Partial Data or Full Data. When Partial Data is selected, you can further specify the default number of records that will be retrieved. By default, the number is 5000, which means the first 5000 records will be retrieved.
Table Pipeline Specifies whether to enable table pipeline in order to speed up the rendering performance of tables involving millions of data records in Web Report Studio and JDashboard.
  • Table Block Refresh Time
    Specifies the time interval in seconds for refreshing the table data so as to update partial data before the tables are fully ready.
Add Labels for Crosstab Rows and Columns Specifies whether the labels or display names of the group objects added as rows and columns are automatically provided in the crosstab wizard in Page Report Studio and Web Report Studio.
Add Labels for Crosstab Summaries Specifies whether the labels or display names of the aggregation objects added as summaries are automatically provided in the crosstab wizard in Page Report Studio and Web Report Studio.
Display Crosstab Summaries Vertically Specifies whether the summaries are displayed vertically or horizontally in crosstabs in Page Report Studio and Web Report Studio.
Quick Schedule from Web/Page Studio Specifies whether to allow report users to schedule report tasks in the the View Mode of Web Report Studio and in the Basic View mode of Page Report Studio.
Show Status When Using Cube Data Specifies whether to allow Web Report Studio and JDashboard users to view information about whether a data component applies an in-memory cube and the reason if not.
Enable Background Task for Reports Specifies whether to allow users to run reports in background mode and keep opened reports as background tasks.
Page Report Studio
Customizes preferences and features of Page Report Studio.
Web Report Studio
Customizes preferences and features of Web Report Studio.
JDashboard
Customizes preferences and features of JDashboard.

In addition, administrators can customize the allowed image types when report users insert images from the local file system into reports or dashboards in Page Report Studio, Web Report Studio and JDashboard. To do this, in the Logi Report Server console, point to Administration on the system toolbar, and then select Configuration > Upload from the drop-down menu. In the Upload page, select the required image types and then select Save. The setting takes effect after Logi Report Server is restarted.

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