Setting preferences
To set general preferences
- From the dynamic toolbox on the right side of the screen, click the User icon
. - 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. |
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
- From the dynamic toolbox on the right side of the screen, click the User icon.
- From the list of options, select Application Preferences.
- On 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.
- Select the History view type (comparative or raw).
For more information about the history display, see Comparing-the-history-of-nodes. - Select the default delimiter for exported data (comma, semicolon, or tab).
- 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. - Select the XML version required for reports (1.0 or 1.1).
- Select the default paper size for PDF reports.
- After you have entered your settings, click Apply.
To change your password
- From the dynamic toolbox on the right side of the screen, click the User icon.
- From the list of options, select Change Password.
- 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.
- After you have entered your settings, click Apply.