Setting System-Level Profiles

Use system settings to update or clear system level profiles that apply to entire system.

To define system settings:

1. On the Setup tab, under Configure, select System Settings.
2. In System Settings, in Profile Type, select the specific profile to list on the System Settings screen.

   Available profile types:

   • All

   • File (In addition to file specific system settings, selecting the File profile type displays the "Create Application Folders" button. This feature instructs the system to create a folder structure in the path specified in the Application Root Directory setting).

   • Other (Use to set profiles associated with a data source, User Language, User Interface Theme, and Default Check Report.)

   • Point-of-View

   The profile type that you select determines the settings that you can add or modify on the screen.

3. Select the option and add the new value in Value.

   If is displayed in the Select field, you can search on the value.

4. Click Save.

Table 2-3 System Setting Profile Options

Profile Type	Profile Option	Profile Description
All	Includes all profile types
File	Create Location Folder	Instructs the system to create a location folder in the inbox when a location is created. Available values are Yes or No. Set this option once and do not change it. This setting is optional but recommended.
File	Archive Mode	Specifies whether archived files are copied or moved to the archive location. Enter Copy, Move, or None. If you select Copy, then the file is left in the inbox. If you select Move, then the file is copied to the archive folder and deleted from the inbox. The folder named data is the archive folder. When the file is moved to the archive location, it is renamed as follows: <Process ID><Year><Month><Day>.<Original Extension> For example, if the source file name is BigFile.csv, and it was loaded for period Mar-07 with a period key of 03/01/2007, and if the process id was 983, then the resulting file name is 98320070301.csv.
File	Excluded File Upload Wild Cards	Specify file extensions that cannot be uploaded. Enter *.* to disallow all file uploads.
File	Batch Size	Specify the number of rows read at a time from the file to memory. This parameter is mainly used for performance. When data is loaded, this setting determines how many records are stored in the cache. For example, when 1000 is specified; the system stores 1,000 records in cache. Similarly, when 5000 is specified, the system stores 5,000 records in cache and commit. Determine this setting by Server Memory and adjust as needed.
File	File Character Set	Specify the method for mapping bit combinations to characters for creating, storing, and displaying text. Each encoding has a name; for example, UTF-8. Within an encoding, each character maps to a specific bit combination; for example, in UTF-8, uppercase A maps to HEX41. Click to view available character sets. Encoding refers to mapping bit combinations to characters for creating, storing, and displaying text. Convert the encoding to UNICODE if your source file is not in one of the supported formats.
File	LCM Mode	Select the LCM Mode to use when exporting Lifecycle Management snapshots. Available options: Individual Artifact – Setup Only—In this mode, you select the individual artifacts to migrate such as locations and mappings. When you import the snapshot in the target system merges data with the existing data in the target system. This mode does not include Workbench data. This is default mode used by the LCM process. Snapshots of individual artifacts are exported as XML files contained in a ZIP file. Snapshot ZIP files are available from the Snapshots tab in Migration. Single Snapshot – Setup Only—In this mode, when you import the snapshot in the target system, all the existing setup data is deleted and the data from the snapshot is imported. For a list of setup artifacts, see Snapshot Export Setup Artifacts. Setup artifacts are exported to CSV files in table format contained in a ZIP file. Snapshot ZIP files are available from the Snapshots tab in Migration. Snapshots run in Single Snapshot – Setup Only mode are executed faster than snapshots run in Individual Artifact – Setup Only mode and may prevent database timeout issues. Single Snapshot – Setup and Data—In this mode, the data in the target system is completely deleted and data from the snapshot is imported. The import process can take longer depending on the volume of the Workbench data and may affect the performance of the LCM backup depending on the size of the data in the staging tables. For a list of setup and data artifacts, see Snapshot Export Setup Artifacts and Snapshot Export Data Artifacts. Before using this mode, create a baseline individual artifact snaphot. The system exports setup and all data (including Workbench) incrementally to CSV files in table format contained in a ZIP file. Snapshot ZIP files are available from the Snapshots tab in Migration.
POV	Default POV Period	Specifies the default POV Period. These preferences take precedence when no equivalent settings are in Application Settings or User Settings.
POV	Default POV Category	Specifies the default POV Category. These preferences take precedence when no equivalent settings are in Application Settings or User Settings.
POV	Default POV Location	Specify the default POV location.
POV	Global POV Mode	When this is set to Yes, other POVs (Application Level and User Level POVs) are ignored.
Other	Default Check Report	Specify the type of Check Report to use as the default check report. The following are pre-seeded check reports, but you can create a new one and specify it here: Check Report—displays the results of the validation rules for the current location (pass or fail status). Check Report Period Range (Cat, Start per, End per)—Displays the results of the validation rules for a category and selected periods. Check Report by Val. Entity Seq.—Displays the results of the validation rules for the current location (pass or fail status); sorted by the sequence defined in the validation entity group. Check Report with Warnings—Displays the results of the validation rules for the current location. Warnings are recorded in validation rules and shown if warning criteria are met. This report does not show rules that passed the validation.
Other	Batch Timeout in Minutes	When a batch job is run in sync mode (immediate processing), specify the maximum time the job can run. In sync mode, Data Management waits for the job to complete before returning control.
Other	Log Level	Specify the level of detail displayed in the logs. A log level of 1 shows the least detail. A log level of 5 shows the most detail. Logs are displayed in Process Details by selecting the Log link.
Other	Check Report Precision	Specify the total number of decimal digits for rounding numbers, where the most important digit is the left-most nonzero digit, and the least important digit is the right-most known digit.
Other	Display Data Export Option "Override All Data"	Specify Yes to display the Override All Data option in the Export Mode drop-down located on the Execute Rule screen. When you select to override all data, the following message is displayed "Warning: Override All Data option will clear data for the entire application. This is not limited to the current Point of View. Do really want to perform this action."
Other	Enable Map Audit	Set to Yes to create audit records for the Map Monitor reports (Map Monitor for Location, and Map Monitor for User). The default value for this setting is No.
Other	Access to Open Source Document	When drilling down to the Data Management landing page, this setting determines access to the Open Source Document link (which opens the entire file that was used to load data). Administrator—Access to Open Source Document link is restricted to the administrator user. All Users—Access to the Open Source Document link is available to all users. All Users is the default setting.
Other	Map Export Delimiter	Sets the column delimiter value when exporting member mappings. Available delimiters are: ! (exclamation mark) , (comma) ; (semi-colon) | (pipe)
Other	Map Export Excel File Format	Select the Excel file format to use when exporting member mappings: Excel 97-2003 Workbook (*.xls) Excel Macro-Enabled Workbook (*.xlsm)
Other	Map LCM Format	Sets the export option for data load mappings to Migration (Lifecycle Management). Available options: Individual Data Load Mapping— maps are exported individually for each location and imported individually for each location. If you have a large number of maps for each location, use this method since it allows loading of maps in smaller sets by location. This method is also useful to migrate maps for certain locations selectively. With this method, existing maps are deleted and replaced by new maps in the snapshot. Combine Data Load Mapping for All Locations—maps are exported in a single artifact for all locations. With this method, maps from the snapshot are merged to the existing maps in the target system. This is the default setting.