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Modules: These are the URL’s of the assorted pi modules. If you have configured your instance to run on non-standard ports (as in this standard ports are shown in the following example) then you will need to change these to match what you configured in the initial install, otherwise the dashboard won’t know how to contact, for example, the Excel reader.
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OAuth: These variables govern the OAuth authentication, if you are using it. More can be found in the Authentication of this guide.
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General section.
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SAML
This works in the same way as existing OpenID Connect functionality.
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To enable this, you must ensure that users have an email address specified in their User account and that external login has been enabled. |
General
ENABLE_OPENING_DASHBOARD_AS_TAB: Allows you to specify whether new browser tabs are used for viewing the dashboard.
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This setting should be unticked when embedding the dashboard as categories could be opened in new browser tabs outside the container application. |
PDF_DATE_FORMAT: Here you can overwrite the default date format (yyyy-MM-dd) that is used on in the timestamp on system generated PDFs.
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ACTIVE_DIRECTORY_SERVER: This is now deprecated, it is NOT required for AD Authentication.
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The ‘ONLINE_HELP_URL’ is enabled by default and for new clean installs contains the URL to pi Documentation. If this field is populated, a ‘Help’ option will be available when users click the ‘More Options’ icon at the top-right of the dashboard.
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Please refer to this section in our April 2021 Release Notes for more information. If an existing ‘ONLINE_HELP_URL’ already exists, it will NOT be changed. |
Custom Variables
This section contains a list of user maintainable variables. To create a new variable click the ‘Add’ icon in the upper right hand corner, a new blank line will then be created where you can enter the name of the variable and it’s current value.
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Feb 2022: All variables that are marked as ‘Key Secure’ will be obscured in Dashboard Configuration. |
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Like User Variables, these variables can be utilised throughout the system, in this case by case, by addressing them as [[VARIABLE_NAME]]. This functionality could for example be used in (not a definitive list!):
Default Values for Category Objects
Within the SQL Select Command
In Chart Filters
In a Data Connection
Duplicating Variables
On both the User and Settings variables screens an ‘i' information icon appears if a variable is added which is the same as a variable that has already been already defined. This includes magic (unseen) variables as well as user and system variables.
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Any variable which overrides a variable already defined in the system, will have it’s security level set to the same as the variable which has already been defined and this cannot be modified. |
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