Setting preferences

To set general preferences

  1. From the dynamic toolbox on the right side of the screen, below the main menu bar, click the User icon.
  2. From the list of options, select User Details.
    On the Person page, from the Actions list, 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

Email address for this user.

User name

User name 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.

Completeness Issues

(Optional) Any data quality issues.

To set application preferences

  1. From the dynamic toolbox on the right side of the screen, below the main menu bar, click the User icon.
  2. From the list of options, select Application Preferences.
  3. On the Application Preferences page, enter your preferred settings in the appropriate fields:
    1. Select the date format to be displayed in either UK or US style.
    2. Specify the number of search results to display per page.
      For more information about running searches, see Searching for datas.
    3. Specify the size of the Recent Items list.
      For more information about recent items, see Default Icons.
    4. Select the History view type (comparative or raw).
      For more information about the history display, see Comparing the history of nodes.
    5. Select the default delimiter for exported data (comma, semicolon, or tab).
    6. Select whether to include a byte-order-mark (BOM) in CSV export files.
      Including the BOM is required for correct handling of multibyte characters in some applications.
    7. Select the XML version required for reports (1.0 or 1.1).
    8. Select the default paper size for PDF reports.
  4. After you have entered your settings, click Apply.

To change your password

  1. From the dynamic toolbox on the right side of the screen, below the main menu bar, click the User icon.
  2. From the list of options, select Change Password.
  3. On the Application Preferences page, enter your preferred settings in the appropriate fields:
    • Current password - enter the password you used to log on.
    • New password - enter your new password.
    • Verify password - enter your new password again to verify it.
  4. After you have entered your settings, click Apply.
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