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Adaptive Insights
Knowledge and Support - Adaptive Insights

General Setup

Explains how to view and edit basic information about your instances, and describes each setting,  including session timeout values, password rules for user accounts, and contact details for the site administrator.

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

How You Get There

Compass.png From the nav menu, go to Administration > General Setup.

The page is organized by sections:

  • Setup Information
  • Contact Details
  • Setup Details
  • Enable Features
  • Password Management

General Setup Page

Update the General Setup

Change any field and click Save. Read the following sections for more information about the fields.

Use 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:

  1. At the bottom of the screen, click the Reset Getting Started Assistant button.
  2. Click Administration again and you'll see the checklist. 

Setup Information

Field: Description:
Code Identifies your instance. You may need this information when consulting Professional Services or Support.
Name and Address Identifies your company name and principal address. Name is required.

 

Contact Details

Enter the name, phone numbers, address and/or email address for the the main administrative contact at your company.  This is the primary person to contact for issues related to the installation.

Setup Details

Field: Description:
Disk usage Describes the amount of storage space your instance uses. Information only, not editable.
Session timeout Sets 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 Describes the amount of storage space used by files uploaded to the transactions module. Transactions only. Information only, not editable.
Report files Describes the amount of storage space used by files uploaded to the Reports menu. Information only, not editable.
Locals Identifies the display name and decimal precision of the Locals sheet.  Required.
Consolidation percentage Identifies the display name and decimal precision of the account found on the Consolidation Percentages sheet. Consolidation only. Required.
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 Identifies the label used for trading partners in your model. Consolidation only. Required.
Trading partner account identification Determines how trading partner accounts are identified: by account attributes or by using splits.  Consolidation only.
Currency system dimension label Identifies the label for system currency.
Restrict file uploads by extension

Restricts and allows 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.

Click in the list and delete an extension to let users upload that file type. 

Use no-reply for report emails Sends report emails from a no-reply@adaptiveinsights.com account, rather than from the user's email account. 
Modeled sheet first page size Sets the maximum of rows displayed in all modeled sheets and contributing dimension values and modeled rows in Cell Explorer. A lower maximum decreases load time and forces you to use filters to see different sets of data. A higher maximum increases load time and allows users to see all the data without filters.

 

Enable Features

Field: Description:
Enable Announcements tab Allows  you to display simple reports and messages on the Announcement page.
Workflow and Process Tracker alerts Sends email alerts to users who are assigned a Process Tracker task, or when the workflow status changes for levels or sheets to which they have access.
Admin Publishing Holds admin changes for later publication to minimize user disruption. 
User Activity Log Tracks and stores when users log in and log out. 
Integration

Sets the availability of pre-configured adapters for data designers who are creating new data sources. Integration Only.

  • 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

Sets additional options for NetSuite customers:

  • NetSuite SSO: Allows NetSuite customers to access Adaptive Insights 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.
Elastic Hypercube Indicates if Elastic Hypercube Technology, which dynamically allocates computing resources for performance, is enabled on your instance. Information only, not editable.

Password Management

Set requirements that are consistent with your corporate policies and the protection of personal data. The more rules you require, the safer the passwords.

Field: Description: 
Minimum character length Sets the minimum number of characters required in passwords.

Minimum number of Alphabetic characters 

Sets the minimum number of alphabetical character s (a through z) required in passwords.

 

Minimum number of Numeric characters Sets the minimum number of numbers (0-9) required in passwords
Mixed case required Requires at least one upper-case and one lower-case alphabetic character (a-z). 
Disallow more than two consecutive identical characters Restricts the use of double characters, such as ss, or 11.
At least 1 non-alphanumeric character required Requires at least one special character, such as !, @, #, $, %, ^, &, *.
Password valid for Sets the number of days or months when passwords must be reset.
Minimum password age Limits the number of days or months before a user can change their password again.
Allowed failed attempts Limits 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. Enter any number.
Expiration warning Sets when users start receiving expiration warnings. Applies only if passwords are set to expire. Enter the number of days.
Prevent using last Restricts when a passwords can be repeated.  Enter the number of new passwords that must be created before an old password can be reused.
Password Reset Management

Determines how to reset passwords:

  • 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 administrators can reset a user’s password.
  • Allow logins only from IP Addresses: Restrict the computers/networks from which users can access the 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.

 

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