Setting preferences

Setting application preferences

  1. Click the User icon from the dynamic toolbox on the right-hand-side of the screen, below the primary navigation bar.
  2. Click the Application Preferences link from the drop-down list.
  3. From the Application Preferences page, enter your preferred settings in the appropriate fields.
    • Select the date format to be displayed in either UK or US style.
    • Specify the number of search results to display per page. For more information about running searches, see Searching for data.
    • Specify the size of the Recent Items list. For more information on recent items, see Default Icons.
    • Select the History view type. This may be Comparative or Raw. For further information on the display of history, see Comparing the history of nodes.
    • Select the default delimiter for exported data. This can be a Comma, a Semicolon, or a Tab.
    • Select the XML version required for reports. This can be 1.0 or 1.1.
    • Select the default paper size for PDF reports.
  4. After you have entered your settings, click Apply.

Setting general preferences

  1. Click the User icon from the dynamic toolbox on the right of the screen, below the primary navigation bar.
  2. Click the User Details link from the drop-down list.
  3. From the Actions drop down on the Person page, select Edit. The page is refreshed with the following editable fields:

    Field Name

    Details

    Name

    Name of this User.

    Phone

    Telephone contact number for this User.

    E-Mail

    E-Mail address for this User.

    User name

    Username of this User.

    Employee ID

    The employee ID number for this User.

    Role

    Role of this User.

    Manager

    Manager of this User.

    Manager of

    Personnel that this User is the Manager of.

    Home Location

    Standard home location of this User.

    Current location

    Current location of this User.

    Software Families

    Relationship that defines the product families that you are a member of. Search for and select one or more family objects.

    Business Owner (Hosts)

    Relationship that defines the person responsible for this application from a business perspective. Search for and select one Person object.

    Business Owner (Application Instances)

    Relationship that defines the person responsible for this application from a business perspective. Search for and select one Person object.

    IT Owner (Hosts)

    Relationship that defines the person responsible for this application from an IT perspective. Search for and select one Person object.

    IT Owner (Application Instances)

    Relationship that defines the person responsible for this application from an IT perspective. Search for and select one Person object.

    Support Manager (Hosts)

    Relationship that defines the support manager responsible for this application. Search for and select one Person object.

    Support Manager (Application Instances)

    Relationship that defines the support manager responsible for this application. Search for and select one Person object.

    Data Completeness Issues

    Any data quality issues. Optional.

  4. After you have entered your settings, click Apply.
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