Toolbar -

• Save - Click to save changes to application settings.

• Help - Click to open help that is specific to working with application settings.

Name - Use this field to customize the name that displays for the application in the browser title bar and tab.

Global Home Page - Use this field to define a custom, global home page for Stratum.Viewer. The home page can open to a web site, document, directory, or other supplementary information that would be meaningful for users.

If you leave this field blank, the application home page defaults to a Stratum home page that has links to Stratum.Viewer videos and other resources.

If needed, administrators can define different home pages for particular users or user groups through settings in the User Profile or User Profile Group windows.

Background Color and Background Picture - Use these settings to control the background of the home page and grid area. Use the respective Browse buttons to browse to a color selection window or to browse to an image file. If you choose an image file, it will repeat as needed to fill up the size of the background area.

To remove a background picture, select the Remove Picture? checkbox.

Page Size - This setting controls how many objects display per page in windows where lists of objects display. For example, the setting controls page size in the View list, User List, Role, Select Members, Select User, and Select User List Filter windows. There are many page sizes to choose from, as low as 25 or as high as 5000 objects per page.

Customer Number - This is a unique identification number for your Stratum.Viewer implementation. Contact Silvon Support at (800) 474-5866 or product.support.usa@silvon.com if you do not have a valid customer number.

Registration Key – A valid registration key is required for licensed copies of Stratum.Viewer. If you receive a message about a missing or invalid key, contact Silvon Support at (800) 474-5866 or product.support.usa@silvon.com.  

View Groups - This section controls the format of view group names in the left panel. You can customize the font style (name), type (Bold, Italic, Underline), size, and color. A preview of what the name will look like as you change the settings displays above the Font Name field.

Views - The first few settings in this section control the format of view names in the left panel. You can customize the font style (name), type (Bold, Italic, Underline), size, and color. A preview of what the name will look like as you change the settings displays above the Font Name field.

You can also specify an image to display as a logo in views. The image will display near the view name in the grid when users run views. Use the Browse button to browse to an image file. The file will be copied to the application folder. To remove a logo, select the Remove Picture? checkbox.

The Page Size setting controls how many rows and columns display per page for views that use paging. Enter a numeric value in the Rows and Columns fields. Security administrators can define different view page sizes for particular users through User Profile settings. Individual users can override administrator settings and define their own, custom view page sizes for all views through an override setting in their User Options or for individual views through a view’s Display Options.  

Font Name and Size – Click the Change button and use the Select Font window to control the font type for data for Excel spreadsheets generated by Stratum.Viewer’s Export to Excel and Stratum.Broadcast Server functionality. To control the font size of that data, enter the numeric size in the Font Size field,

Settings in the Measure Item Caption Expression section control the captions that will be assigned to new measure items created in views by default. Users can customize captions within each view if they prefer a caption other than the application default. If you change the application default, the captions of existing measure items will remain as is. Only new measures items added to views after your change will be assigned the new default. You can set up unique caption defaults for each type of measure item.

The fields in this section are read only, but you can click the Browse button next to each field to access the Caption Expression window and customize the caption default. See also Edit Application Defaults for Measure Item Captions.

• Regular with Time Range - The expression that will determine caption defaults of regular measure items with time ranges. The default will be the following unless you make adjustments to this application setting.

 [Measure][From Period Short Desc] [From Year YYYY] to [To Period Short Desc] [To Year YYYY]

• Regular - The expression that will determine caption defaults of regular measure items without time. The default will be the following unless you make adjustments to this application setting.

[Measure]

• Calculated - The expression that will determine caption defaults of calculated measure items. The default will be the following unless you make adjustments to this application setting.

[Name]

SMTP Server - This setting controls how Stratum.Viewer delivers the emails that it generates. The property defaults to a “localhost” value, in which case Stratum.Viewer emails will be delivered using the SMTP configurations for the server where Stratum.Viewer resides.

If you plan to use an SMTP server other than the default for delivering Stratum.Viewer generated emails, enter that server name in the SMTP Server field. Enter the server name in a format that will be recognized by your network. For example, the server name or IP address or in the format of server name.network name.com.

Note: If you are not sure which default SMTP server is used for the Stratum.Viewer server, access Microsoft Internet Information Services Manager on the server and look at the Default SMTP Virtual Server settings.

Registration Key – A valid key is required to activate licensed copies of Broadcast Server (which includes features such as broadcast schedules, broadcast groups, and actions processing). If you receive a message about a missing or invalid key, contact Silvon Support at (800) 474-5866 or product.support.usa@silvon.com. If your company is not using Broadcast Server, leave this key field blank.

Override Log File Location – This property can be used to customize where log files from Broadcast Server processing are stored. The logs are from the processing of broadcast schedules, broadcast groups, and actions. By default, logs are stored in the ‘\Logs\Broadcast Server’ sub-folder in the directory where your Stratum.Viewer implementation is installed. If you want to change the log file location, select the Override Log File Location checkbox and enter the location in the related field. The location you specify must exist already and be one to which your company’s Action Processing Account has access rights.

Subject Prefix when no Data Exists – This text controls the default subject prefix for emails of actions that would generate blank results – an action where no data is available to generate a report. Those cases occur when an Email action would result in no data to send to the designated user or a File action would result in no data in the resulting shared file. For example, if there are no rows and columns returned for a view that tracks excessive returns because no rows satisfy filter criteria of YTD Return Amount greater than $40,000.

The prefix is only used when an action’s “Send Email when no Data Exists” property has been set to Yes and when no data exists. The prefix defined here will be used in the action email subject line before the rest of the Subject field text unless the user customized the prefix text for their specific action.

Note: If a user sets an action’s “Send Email when no Data Exists” property to No and a no data case occurs, then no email will be generated by the action.

The Planning Update Format property controls the cell and text formatting that will be applied in a measure item’s cell when planning updates are made in a view. Click the Browse button  to access the Select Format window. In that window, you can edit the cell background color and the font color, style, weight, and effect. In the example below, cells will be assigned a yellow background and text will appear in red, bold font when planning updates are made.

These administrative settings control the format of planning updates for all users. Security administrators can define different planning update formats for particular users through User Profile settings. Individual users can override administrator settings and define their own, custom planning format through an override setting in their User Options.

Note: The Planning Update formats only apply to pending planning changes. For example, once you submit your planning changes and the grid refreshes, changed values will display in the same standard format as other values in the grid.

Microsoft SQL Server - The Bulk Insert settings are only relevant when the server for the Stratum.Viewer SQL Server database is different than the server for Stratum.Connector for Viewer. The settings pertain to a bulk insert process that is utilized during the Analysis Services database registration process. When master file tables are set up by the database registration process, a temporary delimited file and SQL Server Bulk Insert statement are used to transfer data from the Stratum.Connector for Viewer Analysis Services database to the master file tables in the Stratum.Viewer SQL Server database.

If Stratum.Connector for Viewer (which handles the database registration process) and Stratum.Viewer are on different servers, you need to specify the Bulk Insert UNC Path. If they are on the same server, skip working with these settings.

• Bulk Insert UNC Path - The path specified indicates where to write the files used for the Bulk Insert. It is recommended that the specified folder reside on the same server as the Stratum.Viewer SQL Server database. The path should include the server name and name of folder where the Bulk Insert file should be written, For example, a path of \\server-2012\Viewer Bulk Insert Folder would instruct Stratum.Connector for Viewer to write the Bulk Insert file to the folder “Viewer Bulk Insert Folder” on the "server-2012" SQL server.

Note: The initiator of the database registration processor -- whoever is logged on to the server and initiating the Stratum.Connector for Viewer process -- will need full access to the specified folder. If the initiator does not have full read and write permissions, the Bulk Insert file will not be accessible during the database registration process and the process will fail.

• Bulk Insert Field Terminator - Determines how data written to the Bulk Insert file will be separated. The default is Tab, but other options are Semicolon, Comma, or Tilde.

Microsoft Analysis Services -

• Connection Pool Settings - Connection pools for Stratum.Viewer are managed via Stratum.Viewer rather than via Microsoft Analysis Services. To support this connection pooling, two parameters are available. The settings determine how many connection pool connections can exist for each user's role and how long idle connections can be left open before Stratum.Viewer closes them.

• Connection Pool Maximum Connections Per Role - The value for this parameter determines how many open connections will be maintained in the connection pool for each user's role. The default and recommended value is 5. That means that a maximum of five open data connections will be maintained in the pool for each user's role. In most cases, this setting allows for an optimal balance between the performance time of connecting to retrieve data from the Stratum.Connector for Viewer Analysis Services database and the resources required on the Stratum.Viewer server to maintain the connection pool.

• Connection Pool Idle Connection Time Limit - The value for this parameter determines how many seconds a connection can remain idle before its times out and is removed from the connection pool. The default and recommended value is 600. In most cases, this setting allows for an optimal balance between the performance time of connecting to retrieve data from the Stratum.Connector for Viewer Analysis Services database and the resources required on the Stratum.Viewer server to maintain the connection pool.