Viewing and Editing Default Settings

In this section:

You can view and edit all default settings in PMF by clicking Settings in the Manage page to open the Settings menu, as shown in the following image.

Settings panel

Debugging Settings

The Debugging panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

Debugging panel

The following table lists and describes the default PMF settings you can view and change on the Debugging panel.

Setting

What To Set It To

AJAX debugging

Indicates whether the system should display the AJAX execution code before submitting the request. The default is OFF.

  • OFF. Hides the trace window and shuts off debugging.
  • ON. Shows fatal errors and standard AJAX and JavaScript flows.
  • ALL. Shows detailed AJAX and JavaScript program flows.

Application RDBMS SQL Tracing

Select OFF or ON to indicate whether WebFOCUS SQL Tracing should be active. The default is OFF.

Application Tracing

Select ON or ALL to debug PMF by turning WebFOCUS ECHOing on. ON displays FOCUS code for the last processing step. ALL displays FOCUS code for all processing and is not recommended. The default is OFF.

Minify for Speed

Enable this feature to run compacted components for faster network performance.

Integration Settings

The Integration panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

Integration panel

The following table lists and describes the default PMF setting you can view and change on the Integration panel.

Setting

What To Set It To

iWay Service Manager

Provide the URL for the iWay Service Manager Console.

ReportCaster schedule ID

Provide the WebFOCUS server user ID that is passed to ReportCaster for scheduled runs.

Load Settings

The Load panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

Load panel

The following table lists and describes the default PMF settings you can view and change on the Load panel.

Setting

What To Set It To

If Source Data is Keyed Higher

Controls how PMF handles lower dimension level source data on load. Select E to display an error and stop the source load or W to complete the load and ignore the lower level data. The default value is E.

If Source Data is Keyed Lower

Controls how PMF handles higher dimension level source data on load. Select E to display an error and stop the source load or W to complete the load and ignore the higher level data. The default value is E.

Preview display size

The maximum number of lines to show in the Preview tab for Sources, Datapoints, Dimensions, and Measures.

Recalculate on manual load?

Controls if PMF should, by default, set all datapoints and measures to be recalculated when you click Load (or Generate) on a source, datapoint, dimension or measure during a session. This sets up the default when you create new objects. This setting can be overridden on many objects.

Recalculate on user entry?

Controls if PMF should, by default, set all datapoints and measures to be recalculated when a user enters data into a user-entered source. This sets up the default when you create new objects. This setting can be overridden on individual user-entered sources.

Use Database Load Utility?

Enables bulk loading.

Zero on missing components

Select Y to set values to zero for measure components missing at an intersection. This setting is the default. Select N to reject rows with missing components and allow them to be null.

For example, if the actual of a measure is connected to a datapoint for which there is data, but its target data is missing, 0 will be inserted instead of not loading that intersection for the measure. If this is set to N, any missing components at an intersection cause all components to not be loaded.

Look Settings

The Look panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

Look panel

The Colors and Styles tab allows you to generate a color swatch for PMF, WebFOCUS content, and the WebFOCUS BI Portal, that give a consistent style to match the official style of your organization, or your group preferences.

The following table lists and describes the default PMF swatch settings you can view and change in the Colors and Styles tab on the Look panel.

Setting

What To Set It To

Choose a swatch

Select one of the following default swatches for all PMF views.

  • Set 01. Uses 10 point Sans-Serif font to provide good readability and compatibility with the ISO shapes, ISO signs, 3-D, and Few indicator sets.
  • Set 02. Uses 8 point Sans-Serif font to provide much denser information on-screen (with slightly less readability) and is compatible with the Glass indicator set.
  • Set 03. White, silver, black. Uses Set 01 specifications.
  • Set 04. Black (Hitech). Uses Set 02 specifications.
  • Set 05. Blue (Hitech). Uses Set 02 specifications.
  • Set 06. Orange (Hitech). Uses Set 02 specifications.
  • Set 07. Corporate blue. Uses Set 02 specifications.
  • Set 08. Sporty 3D Blue. The default is Set 08.
  • Set 09. Sporty Red & Black.
  • Set 10. Rainbow Hip.
  • Set 11. Rainbow Floral.
  • Set 12. Cool Ranch.
  • Set 13. Clarity.

Background colors

Refers to the HTML backgrounds in PMF, such as those for panels, grids, and dashboards.

Foreground colors

Refers to the colors of text and borders in PMF.

The following table lists and describes the default PMF settings you can view and change in the Advanced tab on the Look panel.

Setting

What To Set It To

Chart Palette

Select one of the following default color palettes for charts and indicators.

  • ANGULAR to use a gray and white color scheme to describe performance on charts and indicators in all grids. This is the default setting.
  • BLUES_GREYS to use gradations of blues to describe performance on charts and indicators in all grids.
  • EURO_GLASS to use darker and bolder colors to describe performance on charts and indicators in all grids.
  • GREEN_N_TAN to use gradations of greens to describe performance on charts and indicators in all grids.
  • RYG_PASTELS to use a red-yellow-green pastel color scheme to describe performance on charts and indicators in all grids.
  • TANS_BROWNS to use gradations of tans to describe performance on charts and indicators in all grids.
  • WARM to use a warmer toned color scheme to describe performance on charts and indicators in all grids.

Data Font

Type the name of the default font style you want used in all views and grids. The default is ARIAL. If you specify a font and want to ensure the font is used for WebFOCUS PDF output, the font must be defined on the WebFOCUS Server in the PDF.FMP file.

Heading Font

Type the name of the default font style for headings in all reports. The default is ARIAL.

Line Chart Rounding effect

Select Y to make lines on line charts rounded.

Line Chart Thickness

Select the thickness of on line charts. The available options are 1 (thin), 2 (medium), and 3 (thick).

Organization Logo File

Provide a file with your organization logo to use to display on reports.

Organization Name

Provide the name of your company, organization, or enterprise (for display on some reports).

Use Chart Gradients

Select Y to use gradient colors on chart objects. Select N to flatten chart objects and not use gradients.

Indicator Set

Select one of the following indicator sets to display in views and grids in PMF:

  • Set one (ISO shape): Set one
  • Set two (ISO signs): Set two
  • Set three (boxes): Set three
  • Set four (Boxes - no Green): Set four
  • Set five (Dots - no Green): Set five
  • Set six (Dots): Set six
  • Set seven (Checks and Lines): Set seven
  • Set eight (Brightness): Set eight
  • Set nine (Faces): Set nine
  • Set ten (Thumbs): Set ten

Using the same number elements will give you all of the essential designs, but you can also mix and match them to get a number of combinations.

PMF Labs Settings

The PMF Labs panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

Note: This option is only seen if you enable the PMF Labs feature in System settings.

Labs panel

The following table lists and describes the default PMF settings you can view and change on the PMF Labs panel.

Setting

What To Set It To

Analyze Source data on Load?

Specify if an analysis of the source data will be run during source load.

High performance begins

Set the time for scheduled or batch jobs to stop running when online entry and reporting starts.

Overnight maintenance begins

The time for when scheduled loads can begin.

Weekend maintenance

Set if weekend maintenance should occur. Options are:

  • S - Saturdays only
  • U - Sundays only
  • B - Both Saturdays and Sundays
  • O - Off

Project Settings

The Project panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

Project panel

The following table lists and describes the default PMF setting you can view and change on the Project panel.

Setting

What To Set It To

Project Dimensional linkages

Select whether to enable the ability to link Projects to up to two dimensions. Choose one of the following:

  • Y (Yes)
  • N (No). The default is N (No).

If you select Y, the following options are available:

  • Project Dimension 1. Choose a specific Dimension for the first Project Dimension. Available Dimensions are listed, excluding Time and Project).
  • Project Dimension Level 1. Choose a Dimension level for the first Project Dimension.
  • Project Dimension 2. Choose a specific Dimension for the second Project Dimension. Available Dimensions are listed, excluding Time and Project).
  • Project Dimension Level 2. Choose a Dimension level for the second Project Dimension.

Security Settings

The Security panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

Security panel

The following table lists and describes the default PMF settings you can view and change on the Security panel.

Setting

What To Set It To

Access Security

Select the level of security. Choose one of the following:

  • O (Off)
  • G (Global). This is the default value.
  • S (Scorecard)

Summarization Settings

The Summarization panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

Summarization panel

The following table lists and describes the default PMF settings you can view and change on the Summarization panel.

Setting

What To Set It To

External Aggregation

Select whether to allow aggregate measure values using external tables with pre-populated rollup values. Choose one of the following:

  • Y (Yes)
  • N (No). The default is N (No).

External Aggregation MFD

Type the name of the Master File to use for external aggregation.

Measure Detail Sorting

Select whether to sort measure detail from the report context or the measure dimension order. Choose one of the following:

  • R to pick up sorting from the report context. The default is R.
  • M to enforce the measure dimension order for sorting.

Multi-Level Dimension Display

Select whether to display data at lower levels of non-Time Dimensions than what is measured. Choose one of the following:

  • Y (Yes). The default is Y.
  • N (No).

Multi-Level Time Display

Select whether to display data at lower levels of Time than what is measured. Choose one of the following:

  • Y (Yes). The default is Y.
  • N (No).

Previous Period Forward

Select whether previous measure data should be carried over into the current period until actual data becomes available. PMF marks carried over data to distinguish from actual data. Choose one of the following:

  • Y (Yes)
  • N (No). The default is N (No).

Rebalance weights for no data?

Select Y to rebalance weights to compensate for measure series with no data. The default is Y.

Default Time Level

Select one of the following default time levels for displaying data when the time level is not specified.

  • Year
  • Quarter. The default is Quarter.
  • Month

System Settings

The System panel is shown in the following image. After you make changes on the panel, click Save to save your changes.

System panel

The following table lists and describes the default PMF settings you can view and change on the System panel.

Setting

What To Set It To

Ajax Timeout (seconds)

The amount of time (in seconds) PMF should wait for http server requests.

Days to Allow Revisions

The amount of days PMF will allow newer Feedback and Project information to be updated. The default value is 20 days.

Hide Old-Style Measures

Hides legacy measures from appearing in the Measure trees on the Author and Manage pages.

PMF APP PATH

Enter the WebFOCUS Application Path used by PMF. This path controls which server apps are used in the Loaders and in Content.

Turn On PMF Labs Features

Displays new and unsupported features from the PMF laboratory.

Note: Enabling this feature is not recommended for production environments.

Default Target Field

Select the default target field to be displayed in views. Choose one of the following:

  • Benchmark. A comparative average or median value for a business sector for displaying measures in reports.
  • Forecast. A predictive alternate target or an estimate of future performance for displaying measures in reports.
  • Stretch Target. An alternate target field for displaying measures in reports.
  • Target. The default target field for displaying measures in reports. The default is Target.

Note: You might see additional target fields, or different ones, depending on how your administrator has configured PMF at your site.

Today Date

Select the now date shown for all PMF views. Choose one of the following options from the drop-down menu:

  • Use system clock date. PMF uses the clock time and date on the server where your PMF application is running.
  • Set to fixed time. PMF overrides the now date with the date you select from the drop-down menu below. This setting freezes PMF in time and does not allow PMF to slide as time elapses. This capability is best used for demonstrations of PMF when working with historical data and is not recommended for use in any other situation.
  • Use custom procedure. You can modify a supplied procedure that calculates a custom date if the system clock date and fixed time options are not suited to your needs. Edit the procedure pmf_set_date.fex, which is located in your apps\mainstreet directory. Create three WebFOCUS Dialogue Manager variables: &TLVL01_CUR, &TLVL02_CUR, and &TLVL03_CUR.

    For example, the following code sets the current default time period to the previous calendar month: 

    -SET &CURRENT_DATE_INTERNAL_FORMAT =
-  DATECVT(&YYMD, 'I8YYMD', 'YYMD');
-SET &PREV_MONTH_INTERNAL_FORMAT =
-  DATEADD(&CURRENT_DATE_INTERNAL_FORMAT, 'M', -1);
-SET &PREV_MONTH_DATE = 
-  DATECVT(&PREV_MONTH_INTERNAL_FORMAT, 'YYMD', 'A8YYMD');
-SET &TLVL01_CUR = EDIT(&PREV_MONTH_DATE, '9999');
-SET &TLVL03_CUR = EDIT(&PREV_MONTH_DATE, '$$$$99');
-SET &TLVL02_CUR = DECODE &TLVL03_CUR ('01' '1' '02' '1'
-  '03' '1' '04' '2' '05' '2' '06' '2' '07' '3' '08' '3'
-  '09' '3' ELSE '4');

UI Settings

The UI panel is shown in the following image. After you make changes on the panel, click Save.

UI panel

The following table lists and describes the default PMF settings you can view and change on the UI panel.

Setting

What To Set It To

Automatic cancel

Specify how many seconds PMF should wait before auto-cancelling actions, such as a click on the dashboard, and drills. The default value is 5 seconds.

Display Budgets for Projects

Select Y to track project expenditures.

Display Language

Select the default language for panels and reports. Choose one of the following:

  • ar (Arabic)
  • br (Brazilian Portuguese)
  • ca (Catalan)
  • de (German)
  • en (English)
  • es (Spanish)
  • fr (French)
  • he (Hebrew)
  • it (Italian)
  • ja (Japanese)
  • nl (Dutch)
  • zh (Chinese

Object Display Type

Select to display all objects or only the objects owned by the user who is viewing the Author page. Choose one of the following:

  • A (All objects). The default is A (All objects).
  • U (Only user-owned objects)

Pop Up Window Handling

This setting is no longer supported.

Weighting Decimals

Select the number of significant decimal places to use for weighting. Choose 0, 1, or 2 decimal places. The default is 1.

Changing Language Display

How to:

PMF has the ability to support English, Brazilian Portuguese, Catalan, Chinese, Dutch, French, German, Hebrew, Italian, Japanese, and Spanish for its user interface. You can switch PMF to display the user interface (panels, trees) and all report column titles and headings in any of these languages. There can be only one primary language configured for PMF at this time.

If you change the user interface to display a language other than English, PMF runs a process to automatically change some internal data depending on the selected language. This data includes shipped versions of units of measure, content, dashboards, gadgets, time ranges, system settings, and functional roles.

The internal information that is not automatically translated when the primary language is changed includes scorecard data, dimension data, user-entered data, and static components, such as Business Intelligence Dashboard (BID) tab titles and shipped documentation. You should select your desired language at installation time, otherwise you have to manually change BID tab titles when you change the PMF language. For documentation, you have to download and install non-English documentation for PMF.

The primary language is stored as a setting in the PMF primary data mart. It is possible to connect the application to a data mart and have PMF automatically adopt the language configured there after an automatic metadata resync is performed (as long as the language configured is one PMF supports).

If you want user interfaces and data display to be appropriate for the language you select, you should change the primary language of your WebFOCUS environment. The WebFOCUS primary language controls BID menus, WebFOCUS tools available from BID menus, and right-click menus in the PMF trees. For more information about changing the primary language for WebFOCUS, see the WebFOCUS Security and Administration manual, and the WebFOCUS and ReportCaster Installation and Configuration manual for your platform.

Before changing the Display Language setting on the UI Settings panel, do the following:

Procedure: How to Change Language Display

To change the PMF language display, perform the following steps:

  1. Sign in to PMF as an Administrator.
  2. Click the page icon Menu icon.
  3. Click the Manage page.
  4. Click the Settings panel button.

    The Settings menu displays.

  5. On the UI panel, select one of the following two-character language codes from the Display Language drop-down menu.
    • en - English
    • ar - Arabic
    • br - Brazilian Portuguese
    • ca - Catalan
    • de - German
    • es - Spanish
    • fr - French
    • he - Hebrew
    • it - Italian
    • ja - Japanese
    • nl - Dutch
    • zh - Chinese
  6. Click Save to save the changes.

    PMF automatically changes the internal language code and display items. You must sign out of PMF and then sign in again to see the changes.

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