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Yellowfin Administration functions are discussed here, including: how to create views of source systems, the layer that represents database structure in business terminology, as well as information on creating users, groups and report categories.

The Yellowfin Administrator's Role

The role of the Yellowfin Administrator is to ensure users have:

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 systemAppropriate access to Yellowfin. This is done by creating users and managing their access rights.
2. Access to source databases and views for reporting. These are defined in Yellowfin and include a business definition layer for columns and table names.
3. Creation and maintenance of Report Categories / Folders in which to save their reports for future access.

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1. , 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 Categories.
4. The system is correctly configured. This is done by defining the Configuration and Administration settings required.

Administration Menu

The administration Panel provides the administrator access to all the functions required to manage the Yellowfin application and users.
To access the panel, click on the administration link on the main navigation menu.

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From here you will be able to access the following areas:

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Manage Data Access

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Managing access to data held in various systems is a core component of Yellowfin administration.

See Manage Data Access for more information.

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Manage User Settings

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A critical role of the Yellowfin report writers is to manage access to Yellowfin by authorised users.

See Manage User Settings for more information.

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Manage Client Organisations

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Allows you to add, edit, and delete client organisations without the use of web services.

See Manage Client Organisations for more information.

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Configuration Panel

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The configuration options allow you to tailor your installation of Yellowfin.

See Configuration Panel for more information.

Administration controls are accessed through the main navigation menu. Once the user has clicked on the Administration link they will be provided with the following options:

1. Admin Console - this provides the user with access to the Admin Console page, where then can access all available administrative features.
2. Configuration - this provides the user with direct access to the Configuration page, allowing them to define system settings without having to go through the main Admin Console.
3. Content Settings - this provides the user with direct access to the Content Settings page, allowing them to define the content settings and formatting defaults without having to go through the main Admin Console.
4. Export - this provides the user with direct access to the Export page for migration purposes, without having to go through the main Admin Console.
5. Import - this provides the user with direct access to the Import page for migration purposes, without having to go through the main Admin Console

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Administration Panel

The administration options all you to manage various aspects of Yellowfin, such as sessions, schedules, dashboards, and licences.

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