Web Client Settings

The Web Settings screen enables you (the administrator) to control status bar icons, themes, number of grid rows to display per page, and the operation of the information bar. You access the screen by selecting Administration > Web Settings. The screen features five tabs:

General Tab

Allow Status Bar Icon Override—Enables users to override the default status bar icons. The status bar icons are the pass or fail icons that are displayed in the Workflow area under Import, Validate, Export, and Check.

Default Status Bar Icons—Uses the status bar icons that are displayed under the Workflow processes (Import > Check). The default icon group is used unless the user selects an override group. The available groups are stored on the Web server under\\Hyperion\Products\FinancialDataQuality\WebServerComponent\WebSite\StatusBarIcons.

  To create status bar icon groups:

  1. Create a directory under the StatusBarIcons directory.

  2. Place additional icons in the directory that you created.

Note:

The new icons and the icons in the existing directories must have the same names.

Allow Default Report Publishing Type Override—Enables users to override the default report publishing type. The default report publishing type is the default format for displayed reports, including Check reports and Process Explorer reports.

Default Report Publishing Type—Uses the default report type for Check reports and Process Explorer reports. The Publish-type list on the Reports page is set to the default. Selections are PDF, Excel, Word, Rich Text, and HTML.

Generate Debugging Information—Enables the Info Bar tab to display stack trace information (if an error occurs). Stack trace information is helpful if you need to contact Customer Support for troubleshooting assistance.

Note:

This option should be enabled only if an error occurs and Customer Support requires additional information.

Grid Tab

Allow Grid Override—Enables users to override the default number of grid rows displayed on a page. The default is 100. When this option is enabled, users can set any number up to the Maximum Grid Page Size setting, which is set by the administrator.

Default Grid Page Size—Used the default number of grid rows displayed on a page, unless the user specifies an override value.

Maximum Grid Page Size—Sets the maximum number of grid rows that users can specify when overriding the default number of grid rows per page. To avoid performance degradation, the maximum size for this field is 500.

Theme Tab

Allow Theme Override—Enables users to override the FDM default color scheme. The default theme contains all colors, styles, and general-use icons that are displayed on the Web interface. If this option is enabled, users can select from the list of available themes on the User Settings page.

Default Theme—Uses the default color scheme for the current application. The default theme is used unless the user selects an override group. The groups available are stored on the Web server under \\Hyperion\Products\FinanicalDataQuality\WebServerComponent\WebSite\Themes.

  To create themes:

  1. Add a directory under the Themes directory.

  2. Place the additional icons and style files in the directory you created.

Note:

The icons that you create and the icons in the existing directory must have the same names.

Info Bar Tab

Only Display Errors and Script Messages—Disables the display of confirmation messages (update button clicks, records updated, rows deleted, and so on) in FDM Info Bar tab. If this option is enabled, FDM displays only script-generated messages in Info Bar.

Info Bar Timer—Sets the amount of time that the Info Bar tab is displayed. After the tab is hidden, it is accessed by clicking the Information icon (The Information icon.).

Cache Tab

Clear Web Cache—Clears the Web server memory of all XML values stored for the table editor. This option does not delete files from the Web server; rather, it deletes the cached views of files.

Note:

For user interface changes to become effective, the FDM session must be restarted.