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Configuring Server Profile
This topic describes the options on the three tabs in the server profile: Change Password, Customize Server Preferences, and Customize Profile, and how you can search for options conveniently.
Administrators can define initial settings of Logi Report Server and customize features for all users by configuring the server profile on the Administration > Server Profile > Customize Server Preferences and Customize Profile pages of the Server Console. Any users can also configure their own profiles on 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 on the My Profile page only. You can change the password for signing in to Logi Report Server. The Customize Server Preferences subject contains options for customizing the Logi Report Server web pages and server features, and has three further 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.
On 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 Server lists the options whose key values contain the matched text (You can define the key values of the options using the <Value></Value> tags in the file keywords.xml 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 in any languages). In the search result list, select an option, and 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 the arrow 
in the box to specify the following search options. To cancel the search, clear the text or select the delete button 
.
- Highlight All
Select if you want to highlight all matched text. - Match Case
Select if you want to search for text that meets the case of the typed text. - Match Whole Word
Select if you want 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. When you select this option, Server ignores the key values of the options.
You can also use URL commands to change the user password or load the Server Preferences page directly.
The following table describes the profile options.
| Option | Description |
|---|---|
| Change Password | |
| Logged in User's Password | The password of the currently signed-in user. |
| User ID | The ID of the current user. |
| New Password | The new password. |
| Confirm New Password | Type the new password again. |
| Customize Server Preferences | |
| Allow users to modify preferences from user console | Select if you want to allow users to modify the server preferences on the My Profile page of the Server Console. Available only on the Administration > Server Profile > Customize Server Preferences page of the Server Console. |
| General | |
| Home Page | Select the default home page for the Server Console: the Start Page, a dashboard (available when you have the JDashboard license), or the Server Console page. |
| Default Format for Viewing Report | The default format for viewing reports. By default, Web/Page Studio is selected, which means that page reports open 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 was designed in Logi Report Designer, the value in Designer has higher priority than the one here. |
| Default View for Page Report Studio | The default view of Page Report Studio when running page reports in Page Report Studio by selecting report names or via URL:
|
| Default Mode for Web Report Studio | The default mode of Web Report Studio when running web reports in Web Report Studio by selecting report names or via URL:
|
| Default Mode for JDashboard | The default mode for viewing dashboards in JDashboard. You can choose between View Mode and Edit Mode. The option is available when you have the JDashboard license. |
| Use Major Sort as Default | Server uses 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. Clear this option if you want to apply minor sort, 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 | By default, Server displays Web Report Studio, Page Report Studio, and JDashboard in a new window. Clear this option if you want to embed them in the current window.
|
| Use Wizard for Web Report Studio | You can create web reports using two methods: the quick start method to create a table report, which is the default method when you clear Yes, and the traditional method using a wizard when you select Yes. For more information, see Web Report Studio. |
| Only Display CSS Styles in Style List | By default, Server displays only the CSS styles in the style list. |
| Display the Last Login Time | By default, Server displays the time you last signed in, on the top banner of the Server Console, and records the time in the login.properties file in <install_root>\bin after it shuts down. |
| Display the Last Logout Time | Select if you want to display the time you last signed out, on the top banner of the Server Console. Server records the time in the logout.properties file in <install_root>\bin after it shuts down. |
| Keep Completed Tasks for | The number of days Server keeps the completed tasks in the Completed list. The default value 0 means Server keeps the completed tasks until you delete them from the Completed page. |
| Parameter Display Size | The display length in characters of the parameters that you want to apply to both the completed and active schedules. |
| Folder Selector Type | Select the type of the tool used for selecting folder paths from the file system. This option is available on the Internet Explorer browser, and applies to local published reports only.
There are three types of folder selectors:
|
| Skin Format | Select the skin format you want to apply to the Server Console and Page Report Studio UI: Standard, Classical, and Windows XP. |
| Columns Shown in _ List | Select the columns you want to display as default in the following list when you sign in to Logi Report Server: Resources, Scheduled, Running, Completed, Background Tasks, Report Result Versions, Report Versions, Catalog Versions, and Result Versions. |
| Show Loading Icon When Refreshing | By default, Server shows the loading icon when refreshing reports or dashboards. |
| Enable IE Navigate2 | Select if you want to load resources with the IE Navigate2 method and its flags setting when viewing reports or loading URL links in Internet Explorer. |
| Export Formats | |
| Logi Report Result | The default properties for exporting a report to a file.
|
| Page Report Result | The default properties for exporting a report in the Page Report Result format.
|
| HTML | The default properties for exporting a report in HTML. For more information, see HTML. |
The default properties for exporting a report in PDF.
For more information, see PDF. | |
| Excel | The default properties for exporting a report in Excel. For more information, see Excel. |
| Text | The default properties for exporting a report in Text. For more information, see Text. |
| RTF | The default properties for exporting a report in RTF. For more information, see RTF. |
| XML | The default properties for exporting a report in XML. For more information, see XML. |
| PostScript | The default properties for exporting a report in PostScript. For more information, see PostScript. |
| Advanced | |
| Enable Waiting Page | By default, Server shows the waiting page. You can select Customize to customize the waiting page in the Customize Waiting Page dialog box. The option is available on the Administration > Server Profile > Customize Server Preferences page of the Server Console. |
| Specify Default Language | Select Yes and then select a language if want to use the language as the Server environment language . Server displays all UI text and messages in the specified language. The available languages come from the qualified language packages you 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.
|
| Enable NLS | Select Yes and then select the default language and encoding if you want to enable the NLS feature for when directly running reports and dashboards. The option is only available on the My Profile page of the Server Console.
|
| Time Zone Setting | You can change the time zone for displaying date and time on Logi Report Server UI and in reports and parameters. Choose from the following:
Server uses the submitter's real-time time zone setting to run a scheduled task. |
| Specify Date Time Format | Select the default date and time formats in which you want to display date and time on the Server Console, for example, the last modified time of a report, and the time when a schedule task finished. |
| Override Style Group | Select the default style group that you want to apply when running reports on Server, including direct running, advanced running, and scheduled running. Page Report Studio also exports reports with this default style group if you do not specify another one. |
| Identify Server Preference | You can manually select a clustered server to perform a task when scheduling a report. The option is available only in the Cluster environment. |
| Use Accessible Version | Select if you want to set the accessible version of Logi Report Server as the default portal instead of the Server Console. In the accessible version, Server displays reports in HTML with accessibility attributes, and outputs tables and crosstabs as HTML data tables. With the help of a reader agent, you can navigate through the server resource to view the target report. For more information, select Making HTML and PDF Report Outputs and Server Console Accessible. |
| Enable Saving Parameter Values | Select Yes if you want to save parameter values for reuse when specifying parameter values to run reports or dashboards.
You need to further choose a way of saving the parameter values: Manually or Automatically. When you switch from one to the other and then select OK, Server clears all parameter values you saved. For a report/dashboard that has multiple parameters, Server saves the values of all the parameters you specified at a time 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.
|
| Enable Setting Default Parameter Values For | By default, Server displays the Save as default option on the parameter page, which enables you to customize the default parameter values for reports or dashboards on a user-report or user-dashboard basis.
|
| Enable Hiding Initial Parameter Dialog For | By default, Server displays 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 enables you to hide the initial parameter dialog box brought by actions on the Server Console to run a report on a user-report basis.
|
| Enable Setting Default On-screen Filter Values For | You can customize the default on-screen filter values of a report/dashboard on a user-report/dashboard basis. The option is available only on the Administration > Server Profile page of the Server Console.
|
| Case-Sensitive Login User Name | Username for signing into the Server Console is case sensitive by default. Clear the option if you do not want the usernames to be case sensitive. The option is available only on the Administration > Server Profile > Customize Server Preferences page of the Server Console. |
| Customize Profile | |
| Common | |
| Specify Date Time Format | Select the default Date, Time, and Timestamp formats in which you want to display date and time in Page Report Studio, Web Report Studio, and JDashboard, for example, the last modified time or print time of a report, and the date values in the query filter value list.
|
| Sort on Column Headers | You can sort data in tables by selecting the sort buttons on table column headers in Web Report Studio and JDashboard. |
| Filter on Column Headers | Select if you want 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 | Select if you want to display the sort/filter button with the current sort/filter status on the table column headers after you apply sort/filter conditions to the columns. |
| Save Sort Criteria | Server selects 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, and saves the sort defined in a report/dashboard by default when saving the report/dashboard. |
| Save Filter Criteria | Server selects Save Filter Criteria by default in the save dialog box when saving a report/dashboard to a report/dashboard version or as a new report/dashboard, and saves the filter defined in a report/dashboard by default when saving the report/dashboard. |
| Expand All Nodes of Business View | Server expands the nodes of business view resource trees in Web Report Studio by default. It 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.
After you expand or collapse nodes in a resource tree, Web Report Studio remembers the changes and applies them anywhere you view the resource tree, within the report session. |
| Enable Partial Report Result | Select the option and then select Partial Data from the Default Setting drop-down list, if you want to retrieve partial data only when running reports in Page Report Studio and Web Report Studio. You can further specify the default number of records you want to retrieve. By default, Server retrieves the first 5000 records. Server displays a report data mode drop-down list on the toolbar of Page Report Studio and Web Report Studio, with which you can switch to show full report data. When a report contains a large amount of data, it is helpful to retrieve only a specific number of records for performance concern. |
| Table Pipeline | Server enables table pipeline to speed up the rendering performance of tables involving millions of data records in Web Report Studio and JDashboard.
|
| Add Labels for Crosstab Rows and Columns | Select if you want Server to automatically provide the labels or display names for the group objects you add as rows and columns, in the crosstab wizard in Page Report Studio and Web Report Studio. |
| Add Labels for Crosstab Summaries | Select if you want Server to automatically provide the labels or display names for the aggregation objects you add as summaries, in the crosstab wizard in Page Report Studio and Web Report Studio. |
| Display Crosstab Summaries Vertically | Server displays summaries vertically in crosstabs in Page Report Studio and Web Report Studio. |
| Quick Schedule from Web/Page Studio | You can schedule report tasks in the View Mode of Web Report Studio and in the Basic View of Page Report Studio. |
| Show Status When Using Cube Data | Select if you want to view information about whether a data component applies an in-memory cube and the reason if not, in Web Report Studio and JDashboard. |
| Enable Background Task for Reports | Select if you want to run reports in the background and keep open reports as background tasks. |
| Page Report Studio | |
| You can customize preferences and features of Page Report Studio. | |
| Web Report Studio | |
| You can customize preferences and features of Web Report Studio. | |
| JDashboard | |
| You can customize preferences and features of JDashboard. The tab is available when you have the JDashboard license. | |
When you do not have the JDashboard license, the option name is Open All Reports in New Window.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, on the system toolbar of the Server Console, navigate to Administration > Configuration > Upload. Server displays the Upload page. Select the required image types and then select Save. The setting takes effect after Server restarts.