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Adaptive Insights
Knowledge and Support - Adaptive Insights

General Setup

Use General Setup to view and edit basic information about your Adaptive Planning instance, including session timeout values, password rules, contact details for the site administrator. The settings that appear depend on your role and permissions. For Discovery setup, see Discovery Preferences

The Getting Started Assistant

The Getting Started Assistant is a high level checklist that guides you through setting up the main administration areas. It helps you track your setup progress. To launch the Getting Started Assistant, go to Administration > General Setup. At the bottom of the screen, click Reset Getting Started Assistant. Click Administration again and you'll see the checklist. 

General Setup Information

Navigation:  Administration > General Setup.

  • Setup Information
    • Code: For information only. Identifies your Adaptive Planning instance. You may need this information when consulting Professional Services or Support.
    • Name and Address: Your company name and principal address. The company Name is required.
  • Contact Details: The Contact Info for the main administrative contact at your company.  This is the primary person to contact for issues related to the Adaptive Planning installation.
  • Setup Details
    • Disk usage: Information only, not editable. The amount of storage space your instance uses. 
    • Session timeout: The maximum inactive time (in minutes) before a user is automatically logged out. If left blank, the default is 60 minutes. The range is 5 to 500 minutes. 
    • Transactions: Transactions only. Information only, not editable. The amount of storage space used by files uploaded to the transactions module.
    • Report files: Information only, not editable. The amount of storage space used by files uploaded to the Reports menu.
    • Locals: Required. The display name and decimal precision of the Locals sheet.  
    • Consolidation percentage: Consolidation only. Required. The display name and decimal precision of the account found on the Consolidation Percentages sheet.
    • Auto-breakback: Sets a default breakback method for all accounts. Where applicable, all accounts use this breakback method whenever a value is entered in a rollup period. If the breakback method is set to None (or the method doesn't apply for a specific situation), the user can select a breakback method. You can also create custom breakbacks
    • Trading partner label: Consolidation only. Required. The label used for trading partners in your model.
    • Trading partner account identification: Consolidation only. Select whether trading partner accounts should be identified by account attributes or by using splits.  
    • Restrict file uploads by extension: Restricts uploads for specific file types. By default, uploading files with these extensions are forbidden: xls, xlsx,
      xlsm, txt, pdf, doc, docx, ppt, pptx, html, rtf, xml, zip, and gzip. Delete an extension from the list to let users upload that file type. 
    • Use no-reply for report emails: Sends report emails from a account, rather than from the user's email account. 
  • Enable Features
    • Enable Announcements/Dashboards tab: Your instance has either Announcements or Dashboards, not both. Enable the announcements page or dashboards,which let you display simple reports and messages to users.
    • Workflow and Process Tracker alerts: Enable email alerts sent to users when they are assigned Process Tracker tasks, or when the workflow status changes for levels or sheets to which they have access.
    • Admin Publishing: Hold admin changes for later publication. To minimize user disruption, administrators can make changes and publish them at a later time. 
    • User Activity Log: Tracks when users login and logout and stores this information in a log. 
    • Integration: Integration Only. Select which preconfigured adapters data designers can choose from when creating new data sources.
      • Salesforce: Allows data designers to configure new Salesforce data sources.
      • NetSuite: Allows data designers to configure new NetSuite data sources.

        This is the recommended method of connecting to NetSuite, as it provides the broadest access to data stored in NetSuite.

      • Great Plains: Allows data designers to configure new Microsoft Dynamics GP data sources.
      • Intacct: Allows data designers to configure new Intacct data sources.
    • NetSuite Customer: Additional options for NetSuite customers.
      • NetSuite SSO: Allows NetSuite customers to access Adaptive Planning through NetSuite's user interface.
      • NetSuite Basic: Enables basic access to NetSuite data and makes NetSuite-specific menus available within the Integration menu. This is not the recommended method of connecting to NetSuite.

Manage Password Rules

To manage password for user accounts, you can set password rules including minimum character length, required character types, validity period, and reset options. The more rules you require, the safer the passwords.

  1. Navigate to: Administration > General Setup.
  2. Scroll to Password Management. You can set:
    • Minimum character length: The minimum number of characters in a password.
    • Minimum number of:
      • Alphabetic characters (a-z) in a password.
      • Numeric characters (0-9) in a password.
    • Additional Requirements:
      • Mixed case required: Password must include at least one upper-case and one lower-case alphabetic character (a-z). 
      • Disallow more than two consecutive identical characters: Characters cannot appear more than twice in a row. 
      • At least 1 non-alphanumeric character required: At least one of the following special characters must be included:  !, @, #, $, %, ^, &, *
      • Password valid for: The number of days or months before a user is required to set a new password.
      • Minimum password age: The number of days or months before a user can change their password again.
      • Allowed failed attempts: The number of unsuccessful login attempts users can make before they are locked out. Once a user is locked out,
        only an administrative user with access to the Edit User screen can unlock the account.
      • Expiration warning: The number of days in advance to warn a user before their password expires. Applies only if passwords are set to expire. 
      • Prevent using last n passwords: The number of new passwords a user has to create before they can reuse a previous password. The range is from 1 to 15.
    • Password Reset Management
      • Allow users to reset their password from the login page: Add a “Forgot your password?” link to the login page to let users reset their password. If this is not set, only an administrative user can reset a user’s password.
      • Allow logins only from IP Addresses: Restrict the computers/networks from which users can access the Adaptive Planning instance. Enter one or more approved IP addresses. Use commas to separate multiple IP addresses. To specify a range of IP addresses, enter two valid addresses separated by a hyphen. This field allows a maximum of 2048 characters.
      • Users must change their password on first login: Force users to change their password after logging in for the first time.
  3. Click Save.

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