Ongoing tasks

1. At bottom of the page, click the Administration > Settings link.

2.Under the Settings tab, configure these items:

•Default Time Zone: Set the time zone used when displaying date/time fields that are based on Greenwich Mean Time (GMT). User-defined settings override the value that you select here.

•Default Record Count: Enter a value to limit the number (count) of records that users can see and export at any one time. This setting only applies to list components, or when a user drills down in a chart and selects View records.

Setting a lower record count can enable faster rendering of large lists. Note that records not included because of this limit are still represented in non-list components, so that dashboard totals include all relevant records for the selected data source.

•Theme: From the drop-down list, set the background color for all dialogs and screens within Xtraction. This is an administrative option only—users can't set their own themes.

•Default Group Colors: Right-click to edit the default colors for all bar, column, and pie segments in group and pivot components.

•Default Time Colors: Right-click to edit the default colors for all bar and column segments in time and pivot components.

3.Click Save.

You can define the default colors for a data source's field values when displayed in group- or pivot-component charts. Do so by pairing a field and value with a certain color. For example, when the field "Priority" has a value of "1," you can apply the color red; when it has a value of "2," you can apply the color orange, and so on.

Users can override these defaults in their own group- or pivot-component displays if necessary (via the Colors tab in the component dialog).

1.At bottom of the page, click the Administration > Settings link.

2.Click the Default Group Colors tab.

3.Ensure that a data source is selected. If color definitions already exist for fields of this data source, they'll display here.

4.If no color definitions exist, right-click in the dialog's left pane and select Add field. Add as many fields as you want to this list.

5.To apply a value and color to a specific field in the list, select the field name, then right-click in the Color column and select Add color. Add a value for which the color will be applied, then open the chart to select a color.

6.Click OK, then click Save. Note that you must click the Save button after each color you select.

7.Repeat the steps for each field/value you want to apply color to.

8.Click Save.

For the list components of each data source, you can define a default set of columns as a way to narrow the viewable content. Columns excluded from the list are no longer presented for viewing.

In their personal profiles, individual users can also create their own default sets that take precedence over any that the administrator creates. Order of precedence for viewable columns is as follows:

1.Columns defined by users in their own personal profiles.

2.Columns defined by the administrator.

3.Columns defined in the data model, when neither of the above conditions exist. When the person acting as data model editor adds a data source to Xtraction, all fields in the record list are flagged for inclusion, or display. It's the responsibility of the editor to narrow those fields to a defined set, typically to around ten columns.

You can also edit or remove sets of default columns from these same dialogs.

1.At bottom of the page, click the Administration > Settings link.

2.Open the Default Columns tab. Right-click in the list and select Add.

3.Navigate to the data source for which you’re creating the default columns list, select it, and click OK.

4.In the Default Columns dialog, if a default columns list isn't already defined, the dialog is empty.

•Column: Empty for a new list, or lists the columns from the data source that constitute the current defaults. To define a set of columns: right-click in the Column area and select Edit columns. In the Select Columns dialog, drag and drop columns that you want to view over to the Selected columns list. Click OK when finished.

•Format: A numerical format to apply to a column value if needed. Click the Format column to open a drop-down list of options.

•Sorting: The order in which the columns will display. Drag and drop column names into Sorting and move them up or down the list.

5.Click OK when finished.

The current data model file must exist under the name of Datamodel.dat for Xtraction to recognize the file for reload. Reloading the data model file does not interrupt the use of Xtraction.

1.Ensure that the updated data model file exists in the \Data\Configuration\ path of the Xtraction software installation. The default path is C:\Program Files\Xtraction Software\Xtraction\.

2.At bottom of the page, click Administration > Reload > Data Model. This action reloads the Datamodel.dat file and acknowledges success of the action.

Reloading the license file does not interrupt the use of Xtraction.

1.Make sure that the current license file exists in the \Data\Configuration\ path of the Xtraction software installation. The default path is C:\Program Files\Xtraction Software\Xtraction\.

2.At bottom of the page, click Administration > Reload > License. This action reloads the license file and acknowledges success of the action.