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 CustomerSupport@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 CustomerSupport@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 names will look like as you change the settings displays above the Font Name field.

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

Properties That Control Default Look Of All View Grids – The properties described below control the default look assigned to the grid for all views.* Properties available to control the look of the grid are:

• Base Color - The fill color for all cells in rows and columns.

• Alternating Row Color - A secondary fill color used for every other row in grid.

• Total Row Color - The fill color for subtotal and grand total rows and columns.

• Border Color – The color for borders in the grid. You can give the grid an appearance of having no visible borders by setting this Border color to be the same as the Base color for the grid. That will make the borders blend into the grid background. For example, make borders white if the Base color is white. 

• Data Captions Font - The font, font size, and font color used for captions of measure items, levels, and attribute relationships in the grid.

• Data Values Font - The font, font size, and font color used for values of measures in the grid.

If you want to revert a property back to its default, click Reset for the property. Resetting all properties reverts to a default look of white for the base, alternating, and total row fill colors; light gray borders; font settings of Segoe UI/Black/12pt for all captions; and font settings of Segoe UI/Black/12pt for all measure item values in the grid.  

*Note: All of these properties can be overridden by users in their individual views.

Page Size, Rows and Columns - 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.

Logo – Optionally 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. Click the Choose File button to navigate to the image, then click Open in the Choose File window to upload a copy of the image. The image file will be copied to the Viewer application folder. To remove a logo, select the Remove Picture? checkbox.

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]

Upload File Location – This property is applicable when Master Data Import or Data Import functionality are used with your implementation. These locations are used by Data Import and Master Data Import.

• The Master Data Import location is used when importing values into User Controlled Attributes.

• The Data Import location is used when importing values into User Controlled Measures.

• When specifying the location, use the full UNC path format \\host-name\share-name\file_path\ and include a backslash mark \ as the final character. For example:
  \\serverabc\D$\User Controlled Data\Uploaded Import Files\ 

• The location must be one that exists already and one for which your implementation’s Viewer Impersonation account has access rights (read and write access). See account access requirements defined in the Master Data Import and Data Import sections of help.

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 CustomerSupport@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.

Registration Key – A valid key is required to activate licensed copies of Planning. If you receive a message about an invalid key, contact Silvon Support at (800) 474-5866 or CustomerSupport@silvon.com. If your company is not using Planning, leave this key field blank.

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 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 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 Analysis Services database and the resources required on the Stratum.Viewer server to maintain the connection pool.

• Command Time Limit – This setting should not be changed unless you are directed to by Silvon Support. The setting impacts how long parts of processes handled by Stratum.Connector are given to complete those parts before the process times out.