• Application Settings allows changing configuration of the entire application.
• Change values and then click the "Update" button for the changes to take effect.

Below are the detailed descriptions of each application setting:

• Site Settings
• Email
• Report Name
• Report Tree
• Ratings
• Header Options
• Login
• Password
• Security
• Approve
• Subscriptions
• Delivery Type - File
• Delivery Type - FTP
• OLAP Report
• OWC Settings
• SQL Report
• File
• Reporting Services
• Version

• Site URL - Application URL used when sending email and connection to XML for Analysis provider. When left blank, the application will utilize the same URL used to access the site. When left blank, the application will use site URL + / ReportPortal. (For example: http://MyServer1/ReportPortal).
• Session Timeout (in minutes) - The amount of  inactivity given to a user until the session is abandoned and the user has to login again.
• Design Menu Width - the width of Design Menu might need to be adjusted depending on the language
• Admin Menu Width - the width of Admin Menu might need to be adjusted depending on the language
• Font Folder Path - used by the application to locate the Fonts folder for non-Latin PDF generation. Leave blank to have the application locate the folder automatically.
• Thousands Separator - used in number formatting
• Log Usage (Create Reports) - This option will log any activity performed by all users including: creating, editing, changing security options, viewing and deleting. See application logging.
• Preload Phrases (faster but takes more server memory) - useful to minimize the amount of memory used by the application
• Language - The language the application will use regardless of user's browser preference.
• Culture - used by SQL, ROLAP, OLAP Sparkline and Blog reports
• Theme - Default Style Theme used globally. It can be overwritten on user or report levels.
• Date Format - used by security dialog and scheduler

• System Email - from email address used in system generated emails (like forgot password).
• SMTP Server - SMTP server or SMTP Relay server used for sending emails. When this field is left blank the local server will be used
• Port Number - TCP port number used by SMTP server. When this field is left blank the default port (25) will be used
• User Name - User Name for SMTP server if it requires authentication
• Password Name - Password for SMTP server if it requires authentication
• SSL - Use if SMTP server requires Secure Socket Layer.
• Use IIS Pickup Directory - Email is copied to the pickup directory used by a local Internet Information Services (IIS) for delivery. This option will have no effect when Pickup Directory Location is set.
• Pickup Directory Location - Pickup folder used by the SMTP server. Email is copied to the folder for delivery by an external application. This option is useful for testing when no SMTP service is available.
• Report can only be emailed to the same user roles - This option will restrict the list if users that can be seen in the "Email Report" dialog.
• Use the Test button to test email settings.

• Report Name Size - Maximum number of characters the report name can be. The size of the database field might need to be increased by running this SQL:
  ALTER TABLE dbo.Report ALTER COLUMN ReportName nvarchar(500) NOT NULL
• Report names must be unique - when this option is unselected a user is given an option to save a report with the same name within a folder.

• Report tree width - width (in pixels) of the left report tree
• Default Report Id - specifies the report or a folder that will be first seen by a user after the log in screen.
• Sorting
  • Alphabetical
  - sorts reports and folders in report tree alphabetically
  • Manual
  - allows Admin and Writers the ability to move reports and folders up and down
• My Reports - location of "My Reports" folder: Top, Bottom or None
• New Report Threshold (in days) - number of days for a report to have a "New" icon (in report tree) next to it when the report is just created.
• Always expand folders - this option expands all of the folders in the report tree.
• Cache Report Tree - Can help improve performance by minimizing the number of database calls
• Make forbidden reports visible - This option makes the restricted reports to be visible but still not accessible. Report access will be denied to such reports.
• Show folders with no reports in the view mode - This option will show empty folders in the view mode
• Inherit Parent permissions - Check if you want the folder security permissions to be inherited from the parent folder(s)

• Disable Ratings - Disables ratings for all reports
• Disable Ratings in Report Tree - Hides ratings icon next to each rated report in the report tree
• Disable Comments - Disables comments for all reports
• Hide comments from other viewers - Hides comments from users that cannot edit the report
• Disable Comment Ratings - Disables ratings of the comments
• Show comments on the bottom of a report - used by OWC, KPI and Analysis Services KPI reports
• Disable Favorite reports - Disables the ability to mark a report as Favorite to be at the top of report tree

• Hide left image - Left image is the large (360px) curvy image on the left side
• Site Image - Image next left to the Site Title selected from: C:\inetpub\wwwroot\ReportPortal\images
• Help URL - the default URL is help/index.aspx
• Site Title
• Site Title - The site text that appears on the top of every page.
• Font Family - Site Title Font family
• Font Size - Site Title Font Size
• Color - Site Title Color
• Bold - Site Title Bold
• Text Align - Site Title Alignment (Left, Center or Right)

• Maximum attempts - Maximum number of failed login attempts in a row before the account is locked out.
• Lockout period - Number of minutes the account will be locked out if Maximum attempts limit is reached
• Remember me on this computer - Lets user bypass the login page for N number of days.

• Password expiration - Number of days before a password expires. The password will not expire if this field is empty.
• Password expiration Warning - Number of days before password expiration the user will receive the password expiration warning. The user will not recive the warning if this field is empty.
• Minimum password length - Minimum number of characters for the password
• Enforce password history - Prevent users from re-using old passwords
• Forgot Password? - Method by which the forgotten password will be recovered
  1. Email Password
  2. Reset and email new password
• User must change password at first login - forces new users to change password at first login
• Password cannot be blank - prevents users from using blank passwords

• Make public reports visible to outside users - This option allows public reports to be visible to users that are not logged in. A report can be made public via the report security page.
• Enable pass-through authentication - This option lets users skip the login screen when the user is already logged in to the Windows domain. The option is valuable in the Intranet environment. For this option to work, the Login.aspx page must have Basic authentication enabled. There are two ways to make a window user recognizable to Report Portal:
  1. Set the Windows user name of an application user.
  2. Make sure that the Windows group the user belongs to is imported as application role. Insure that the role is marked to be Windows based.
• Create Windows Users and Groups - This option will be visible only when Domain Name is blank. This option will create local Windows Users and Groups when application User or Role is created. Each Windows user and group will have "Windows Users Prefix" in front of it. This feature is useful when SSAS is installed on the web server and SSAS security is being used.
• In view mode, save report as a personal shadow - This feature is an alternative to "My Reports" feature. When it is enabled, reports can be modified by every user but the changes will be visible only to that user. Whenever the report writer changes updates the report she is given the option to delete personal shadows.
• Allow Role Connection updating - This option allows Roles to overwrite the connection setting (Connection, Server, Database and Cube) of an OLAP report with another information. For example, Role-2 will always be redirected to Server-2 whenever a user that belongs to Role-2 will access any report. Once checked you will see the Connection tab under Admin > Roles.
• Sync Windows Groups at Login - Whenever Windows or Mixed Authentication Modes are used this option will contact Active Directory and add/remove the users from Windows Based Roles during the user login phase.
• Windows Domain Name (Web Server if blank) - Used by pass-through authentication, Windows Authentication Mode and Sych Users feature.
• Security Authentication Mode
  1. Application - Users will be authenticated against a user table stored in SQL Server database
  2. Windows - Users will be Authenticated against the Windows Domain
  3. Mixed - Users first will be authenticated against user table stored in SQL Server database and if not successful against the Windows Domain
• Snapshot - snapshot security options:
1. Users can see all snapshots
- no snapshot security
2. Users can see snapshots they create. Admin can see all snapshots.
3. Let snapshot creator choose (public) snapshot security
- this option allows for some snapshots to be public and some snapshots to be private
4. Snapshots are not allowed
- snapshot toolbar button will not be visible
• Email Report - Email Report security options:
1. No authentication required; Default; "Outside Email" option available
2. No authentication required, restrict user list to those users that have access to the report
3. Authentication required, restrict user list to those users that have access to the report
4. Authentication required, users that do not have report access will see access denied error
5. Emailing reports not allowed
• Windows Users Prefix - This option will be visible only when Domain Name is blank. It is related to Create Windows Users and Groups option. The prefix is used to create Windows Users and Groups.
• Enable URL Integration - This option lets a report to be accessible for outside of the application without the need for users to be logged in. The report URL can be obtained by going to: Design > Manage Reports > Select a Report > Copy Selected Link.
• URL Integration SDK - provides a sample application on how to access a ReportPortal report from an external application. This sample application connects to the ReportPortal database and acquires an access token via GetSecurityToken stored procedure. When accessing a report the sample application passes the token via URL, HTTP POST or Cookie.
• Security Token - Security options for URL Integration:
  • None - Token not needed. The least secure option.
  • HTTP Get - Token is passed via URL.
  • HTTP Post - Token is passed via hidden variable.
  • Cookie - Token is passed via cookie. The most secure option.
  • Enable pass-through authentication - Use is authenticated using Windows security. Application virtual directory or Proxy.aspx needs to have windows or basic authentication only.

• Disable Approval capability - This option will completely disable the Approval functionality. It will no longer be possible for users to add approvers to a folder.
• Notify Approvers by email - This option will send an email to designated folder approver one a report is placed into that folder. If the folder is set to have reports approved sequentially, only the first approver on the list will receive the notification. After the report the report is approved by the first approver the second approver will receive the notification, and so on. The notification email will read: Dear ::RecFirstName ::RecLastName, ::SendFirstName ::SendLastName sent you report "::ReportName" for approval. Please login to ::AppName to approve this report. The text of the email can be changed via Admin > Localize > English.
• Notify Publishers about approvals by email - This option will send an email to the report created every time an approved the report. The notification email will read: Dear ::RecFirstName ::RecLastName, ::SendFirstName ::SendLastName approved your report "::ReportName". The text of the email can be changed via Admin > Localize > English.
• Require Approval after any report modification - This option will the report be re-approved every time it is saved. Uncheck this option, if you want the report to be approved only when the report is created.
• Approver Can Delete - This option allows an approver to delete the rejected report.

• File Name Pattern - ReportId.DD.MM.YY / ReportId.DD.MM.YY.MI / ReportName.DD.MM.YY / ReportName.DD.MM.YY.MI / Globally Unique ID / Temporary File Name
• From Email - System Email / Subscription Creator
• Content Type - Excel, HTML or PDF
• Delivery Type - Email Attachment, File, or FTP Link
• Email Template - default template as defined in Admin > Email Templates
• Allow private schedules - When this option is checked the user will be able to create a private schedule, otherwise only public schedules will be available.
• Allow report viewers to subscribe - Allows a report viewer create a report subscription.
• Viewers and private reports owners can subscribe for self only - Only subscription creator can recieve a subscription.
• Only roles and users that have access to the report can subscribe to it - Only roles and users that have access to the report can receive a subscription

• Folder Path - (\\MyServer\MyShare)
• Folder URL - (http://localhost/reportportal/)

• Server - For example ftp.MyServer.com
• Folder - Folder on the FTP server when the reports need to be deposited
• User Name - FTP user name
• Password - FTP password
• Folder URL - URL for the FTP folder to be accessible via the Internet Email received by the subscriber will contain the link to that location. For example: http://MyServer/FtpReports/

• XMLA Base URL - Base URL used by XMLA connections. If not specified, the Site URL will be used instead. For example, if XMLA connection has xmla/msmdpump.dll and XMLA Base URL has http://ServerName the application will use http://ServerName/xmla/msmdpump.dll to connect to the XMLA service.
• OLAP Report Execution Timeout (in seconds) - The maximum time an OLAP report can run without interruption.
• Maximum Rows - Maximum Rows that can be returned by a query. The goal of this setting is to improve performance.
• Maximum Columns - Maximum Columns that can be returned by a query. The goal of this setting is to improve performance.
• Maximum Drillthrough Rows - Maximum Rows that can be returned by a Drillthrough query. This feature improves performance by reducing the amount of rows returned.
• Minimum filter width (pixels) - The minimum width (in pixels) an OLAP filter can be resized to.
• MDX Multi-Select Member Name - The MDX member name used in the creation of the slicer member.
• Break results into pages - enable rows paging
• Process Date Format - used in the formatting of the process date used in the report description (%ProcessDate%)
• XMLA Proxy (OLAP/XmlaProxy.aspx) - XMLA Proxy page reposts data to another web service. To use the proxy page you could use the following URL in the Admin > Connection page: ReportPortal/OLAP/XmlaProxy.aspx?url=http://MyOtherServer/xmla/msmdpump.dll&id=user1&pw=password1
  • Not Used - Provides best performance.
  • Used for External XMLA Service - is useful when accessing OLAP data from another web server. This option will stop this warning: "This page is accessing information that is not under its control. This poses a security risk. Do you want to continue?"
  • Always Used - is useful when Windows Authentication is used for Pass-Through Authentication or Reporting Services.
• Date Picker Date Format - The default date format used by an OLAP report for creating the date picker.
• Time Dimension - Current Date - defines the way to derived the current date form a date dimension. Any of the following methods can be used:
  • Last member
  • Last member that has value for any of the measures
  • Last member that has value for calculated measures
  • Last member that has value for selected measures
  • Formula
  If Formula option is selected, the following two fields will become visible:
  • Current Date Formula - The MDX formula used to construct the member name for the current date. For example, this formula: Format(Now()-1, "yyyy-MM-dd") might return 2011-12-01.
  • Current Date Formula Type - Specifies if the formula is used within name ([Date].[Calendar].[2011-12-01]) or within ID ([Date].[Calendar].&[2011-12-01]).
• Other -
  • XML for Analysis Security Enabled - This option must be checked for Analysis Services Security to work.
  • Cache Olap Schema - This feature improves performance by caching cube schema like dimension and level names. The schema gets refreshed when the report is saved.
  • Enable Server Formatting - for Fore Color and Back Color (this feature provides the ability to color one measure based on another)
  • Cell double click will open first drillthough action - When this option is unchecked, cell double click will open Drill-though dialog. When this option is check and a drillthough action is defined, cell double click will show the data for the drillthough action.
• None Empty -
  • Enable NonEmpty Crossjoin - hide rows and columns that do not have any data. Provides the best performance but eliminates calculated members
  • Show Row empty items - hide rows that do not have any data
  • Show Column empty items - hide rows that do not have any data
  • Show Filter empty items - hide filter items that do not have any data
  • Filters depend on one another - hide filter items that do not have any data based on selection from other filters.
• Field List -
  • In the field list, group hierarchies into dimensions (AS 2005 and up) - When this option is checked and SSAS is 2005 or higher, Attributes and Hierarchies will be grouped into dimensions.
  • Sort Field List alphabetically - When this option is checked, Field List will be sorted alphabetically
  • Enable Horizontal Scrolling - Horizontal Scrolling might sometimes interfere with drag and drop. Unchecking this option will disable Horizontal Scrolling.
  • Width - Width of the Field List in pixels
• Exporting -
  • Export image to Excel - Enabling this option will allow exporting of a Chart into Excel.
  • Click second time to bypass download blocking - Internet Explorer might enable download blocking for Intranet Site. This option will let users download the exported file by clicking on the export button the second time.
  • Localize Excel Exporting - Enabling this option will format the Excel data to match Locale formatting.
• Toolbar (View Mode) -
  • Show Theme - Will show Theme toolbar button in the view mode
  • Show Calculated Members - Will show Calculated Member toolbar button in the view mode
  • Allow viewer editing (by authorized users) - In the view mode, the user that has write access to the report will to able to edit and save the report
• Chart -
  • Show X Axis Label - Show the list of measures or hierarchies on X Axis
  • Show Y Axis Label - Show the list of hierarchies on Y Axis

• Msolap.asp URL - URL to the virtual directory that contains Msolap.asp file. This feature is for HTTP OWC access to Analysis Services 2000. When left blank the application will use: site URL + /msolap. (For example: http://MyServer1/msolap)
• Local cube download folder - Used for local cube exporting
• PTS Folder - Used for SQL Server Analysis Services 2000. Use to automate the installation for PivotTable Services 8.0. Copy ptsfull.exe and ptslite.exe this folder.
• OWC Version - Version of Microsoft Office OWC used: 2000, XP or 2003.
• Check PTS - Use to automate the installation of Analysis Services OLE DB Provider for Microsoft SQL Server 2005 and up. .

• Sql Report Page Size (number of records) - Maximum number of records per page returned.
• Command Timeout - Maximum number of seconds a command can run before it times out
• Prevent Delete and Update - Prevent report designers from modifying the data. Another way is do grant report designers only read access.
• Use NoLock Hint - For SQL Server NoLock Hint provides faster Database access but allows for "dirty" data reads.
• Show Views - Allow report designers to see view and tables.
• Sql Freeze Column - Freezes column header so that columns stay fixed as user scrolls down.
• Crystal Group Tree - Applicable to Crystal Report. Checking this option will show the Group Tree.
• Allow viewer editing - In the view mode, let users create and save a report based on this SQL report as a template.

• Open files in a new window - Opens uploaded file in a new window.
• Max File Size (in MB) - Prevents users from uploading unreasonable large files.

• Reporting Services Server - URL to the Reporting Services server. When left blank, the application will use: site URL + /ReportServer. (For example: http://MyServer1/ ReportServer) When a Reporting Services connection is defined this filed will not be visible.
• Authentication
1. Windows - Default
2. Basic Authentication - On SSRS server, go to Start > Programs > Microsoft SQL Server 2008 > Configuration Tools > Reporting Services Configuration Manager.
3. Forms - (use User Name / Password) - Note that SSRS Forms Authentication require extensive configuration.
4. Forms - (use Windows User Name / Windows Password)
5. Forms - (use this User Name / Password)
• User Name - will be visible when "use this User Name / Password" option is selected
• Password - will be visible when "use this User Name / Password" option is selected

Click "Version" to see the current build number.