User Preferences

User Preferences Options

The user preferences are set using the User Preferences window, which is accessed from the Backstage View:

• General – Commonly used functions such as running inquiries automatically, export defaults, default Excel file format, and the color of piano lines.
• Warning Settings – Enable/disable all warning settings within Hubble.
• Warnings – Set warning settings for specific filters and Query Assists.
• Localization – Set a user-specific language and/or a specific date and number format to be used.

• Change Password – Change your Hubble password.

  

Note: Note that this option does not apply to JD Edwards World users; these users must always use their World password.

General Tab Options

The General tab options include the following:

• Auto Run: Enabling the Run Inquiries Automatically sets inquiries to be run automatically at the point of drilling, linking and opening them.

Caution: This setting is NOT recommended for users who run reports with large result sets or for users in the initial stages of inquiry design. This is due to the potential of too much data being requested, which can cause problems for the underlying database.

• Printing: Choose the default Page Size and Orientation for all subsequent printouts. (Alternatively, this can be changed on a report by report basis in the PDF Options dialog.)
• Output: Set whether to Create Unique File Name for each Microsoft Excel/PDF export file generated by the system. (Alternatively, this can be changed on a user-level basis for all reports within Advanced Capabilities under Hubble Inquiry Settings> Export to File > Generate Unique Name). When enabled, you are never prompted when exporting if there is already an export with the same name. A new file is created with a unique name.
• Export to Excel: The default Excel file extension is .xlsx, however this can be changed to .xls using this option.
• Piano Lines: Set the color of the piano lines when they are used within a report.

Warning Settings

If any of the filters values have not been set prior to running an inquiry, a warning will appear, notifying you about which filter(s) have not been applied. Shown below, this warning system is designed to reduce the occurrences when an inquiry has been incorrectly specified and returns too much information. This warning will also be shown when searching in a Query Assist: Upon receiving this message, you can select the Don't Show again box and this will automatically uncheck the Enable Inquiry Warnings flag within Warning Settings in User Preferences and the warning will not be shown again.

Within Warning Settings, you can enable or disable all warning settings when running an inquiry or when using Query Assist. When enabled, the settings on the Warnings tab are used for specific items such as Business Unit.

The first two checkboxes in the Warning Overrides allow you to enable or disable all filter warnings either when running an inquiry (Enable Inquiry Warnings) or when using a Query Assist (Enable Query Assist Warning). Enable Inquiry Warnings may be set here within User Preferences or will be automatically unchecked upon the user receiving a warning within an inquiry and checking the Don't Show again flag within that warning.

The Show General Warnings checkbox allows you to control the display of general warning messages throughout the product. For example, if using a long list of object accounts in the object filter, you may want users to receive a warning that they may want to restrict the list of possible selections in order to narrow down results. Having this enabled would prompt a warning when entering in a long list of filter criteria.

Warnings on Specific Filters or Query Assists

To set warnings on specific filters or Query Assists, you must first enable those warnings in the Warning Settings tab within User Preferences. Then in the Warnings tab within User Preferences, follow the steps below.

1. Using the tree view on the left panel of the dialog, highlight the item for which you wish to generate warnings (you may need to expand the tree within a group to find the specific item).
2. Mark the appropriate checkbox at the bottom of the dialog to specify the behavior of the warning.
   1. Show Inquiry Warning if no filter applied: When this option is enabled, a warning message will appear when the user clicks on the Run button without having previously made a restricted selection on that filter, i.e. leaving the asterisk (*) selected. This should typically be checked for the larger filters such as Subledger, where the query may take quite a while to execute on the database. This prevents the user from accidentally running a large query.
   2. Show Query Assist warning if no filter applied: When this option is enabled, a warning message should be displayed for that filter prior to carrying out an unrestricted search. This prevents large numbers of possible selections from appearing in the Query Assist screens. Again, this would typically be checked for the larger filters.

Note: You can change multiple warnings at the same time by holding down the CONTROL or SHIFT keys when selecting items.

Localization

Hubble refers to “language translation” as “localization”, and there are two types of localization that can be done within the application:

1. JDE Language Support – Customers using the JD Edwards ERP system have the ability to use any of the alternate language captions stored in JD Edwards.
2. User Interface (UI) Language – For ERP system users, this is the language used in the user interface or display in the Hubble application.

Localization Configuration

In the User Preferences dialog, there are 2 main sections: Localization, which applies to JD Edwards ERP users only, and User Interface, which applies to all ERP system users:

Localization Section (JD Edwards ERP Users Only)

Only JD Edwards ERP users will see this section in User Preferences.

Enable Localization on all reports: When checked, this means that the language specified above is used for all inquiries and you cannot override the language on an inquiry-specific basis within Inquiry Options on the Home menu. This may also be set using the Administration tool.

Use the radio buttons to select the option that designates the JD Edwards Database language translation to be used in your inquiries:

1. Use JDE Default Language – Set by default, this setting uses the language as set in your JD Edwards system.
2. Use User Interface Language - This setting uses the language as defined in the User Interface Language Section in this dialog.
3. Specify Language - This setting uses the language specified in the drop-down menu to the right of the option.

Note: Note that:

• The Enable Localization on all reports preference and the Specify Language option are applied to both Hubble Desktop and Hubble Web.
• The Use User Interface Language option is only applicable Hubble Desktop.

User Interface Section (All ERP System Users)

This section is for all ERP system users and applies to language translation to the Hubble user interface.

Use the drop-down menus to select the user interface language and dates and numbers to be used within Hubble. The application must be restarted once a different option is selected.

Note: The default page size for PDFs is dependent on the Dates and Numbers format selected in either here or in Windows settings (based on the selected Dates and Numbers option).

Language Translation

Mapping Alternative Language Tables

Your Administrator needs to set the profile(s) so that localized captions are used and then map the alternate languages tables within the profile(s).

There are three mandatory tables:

1. User Display Preferences (F00921) - This table provides the default language for the logged on user.
2. User Defined Codes Types – Alternate Language (F0004D) - This table provides captions in your language for data items defined in the User Defined Codes Table.
3. Data Item Alpha Descriptions (F9203) - This table provides captions in your language for each data item and also specifies overrides for Modules.

If populated, captions in different languages can also be derived from the following specific tables:

• Asset Master – Alternate Description (F1201D)

• Item Master –Alternate Description (F4101D)
• Account Master – Alternate Description (F0901D)
• Unit Master – Alternate Description (F1507D)
• Business Unit - Alternate Description Master (F0006D)
• User Defined Codes – Alternate Language (F0005D)

Language Translation and User Defined Captions

User Defined Captions take precedence over localized captions for all fields. For any columns that are pivoted through Pivot Inquiry, any User Defined Caption will also take precedence. User Defined Captions do not apply to results returned within inquiries. However, localized captions can be applied to the results if their associated table is configured and has data.

For example, if the Business Unit - Alternate Description Master (F0006D) has a corresponding entry for a Business Unit in the result set, the caption can be displayed as a description for this item within the result set.

Permissions

Permissions are used to manage users’ access to report packs, inquiries and folders. Permissions are set at the user, group or Everyone level within the application. When an inquiry has been saved, it is initially only available to its creator. The creator can change Permissions, as needed, so other Hubble users can read or edit their inquiries, report packs, and/or folders.

If inquiry Permissions are granted to another user(s) other than the creator, Permissions must also be granted to any folders and report packs to which that inquiry belongs. For example, if you grant a user access to a folder, you must also grant access to the individual inquiries within that folder.

Permissions are not automatically inherited by inquiries, but can be copied from a parent folder by right- clicking on inquiries (multiple may be selected at once) and selecting the Apply folder’s Permissions option:

Users will inherit rights from the group they belong to, unless those rights are specifically denied to the individual user. If a user is within multiple groups and has been assigned contradictory rights, the application will allow any assigned right that has been granted. If a user has been assigned more rights than a group they belong to, rights will not automatically transfer to the group.

There are 4 types of permissions:

1. Grant – Permission will be given
2. Deny – Permission will be denied
3. Inherited – the Permissions are taken from the parent group within the navigation tree
4. Mixed – symbolized by a question mark, the selected object has been assigned a variety of Permissions

Permissions can be managed in these ways:

1. From within the inquiry you wish to set permissions, go to the Backstage View and select Permissions, or select Permissions from the Home menu. These options open the Permissions dialog (see below).
2. From Manage Folders (on the Home menu in the Documents group), you use the Manage Folders dialog to set permissions on any folder, report pack, and inquiry you have the appropriate Permissions on yourself.
3. By setting inquiries to inherit permissions from parent folders, as described above.

4. By use of the options on the Permission Preference dialog settings (see below), accessed from the Permission Preference option on the Home menu.

Permissions Dialog

The Permissions dialog displays all of the users and groups that you have permissions to see (the permissions to see other users/groups are granted to you by your Hubble Administrator). These user/ groups are usually organized based on roles or groupings within the ERP system’s own security model or on an ad-hoc basis. Expand the tree structure by clicking on the plus (+) sign next to a group to reveal the users and sub-groups within it.

1. Access Permissions from the specific folder, report pack, or inquiry from which you wish to manage permissions.
2. On the left panel, select the user or group to whom you wish to set the permissions.
3. In the right panel, use the radio buttons or double-click on the appropriate security level to toggle the permissions from a green checkmark (ACCESS) to a red X (DENY ACCESS).

   

4. To view and potentially change the sub-categories of Permissions, click the Show Details checkbox.

There are four main Permissions categories: Read, Update, Create and Control. The latter three are comprised of sub-categories where Permissions can be set separately, if desired. To toggle between viewing and hiding the sub-categories, click the Show Details checkbox in the Permissions dialog. When showing details, you can manage the permissions for the individual sub-types. When the permission is set at the main category level (such as for Update), the permissions are set that same way for each sub- type within the category.

Note: If one of the Permissions categories has a question mark to it, it means that items within that category have permissions set differently.

In the example below, Control has question mark next to it:

When you toggle on the Show Details checkbox, you see that one item, Delete, within the Control group has Read Permissions while the other items are set to Deny Permissions.

Permission Preference Dialog

Three preference settings are provided to help you in create inquiries that have their parent folder permission settings. They can set permissions to be automatically applied from parent folders, or to prompt the user to have them applied, when

• Inquiries are saved.
• Moving inquiries from one folder to another.
• Modifying permission settings of a folder.

The option are available on the Permission Preference dialog, which is accessed from the Permission Preferences option on the Home tab:

Initially, these settings are unchecked. You can change them as required.

• If the saving option is ticked, on saving, inquiries will be automatically saved with the folder permission settings of their parent folder.
  If the saving option is not ticked, the inquiry will be saved with default folder permission settings.
• If the moving option is ticked, a prompt will appear when you move inquiries from one parent folder to another. This prompt will ask you to confirm that the permission settings of the inquiry are to be applied from its new parent folder. For example:

  

• If the modifying option is ticked, a prompt will appear when you modify the permission settings of a parent folder. This prompt will ask you to confirm that the changed permission settings of the folder are to be applied by the sub-folders and inquiries within it. For example:

  

Tagging

The folder structure available in the Desktop application is not visible to Viewer users in the Web application; instead list views, charts and metrics are tagged to help searching.

Reports can be tagged in any of these ways:

1. From Manage Folders (on the Home menu in the Documents group), you can access the Manage Folders dialog, in which you can right-click on a report and select Properties.
2. From Open (on the Home menu in the Documents group), you can access the Open dialog from which you can right-click on a report and select Properties.
3. With the Properties dialog, there is a tab for tags where a list of predefined selections can be chosen or new tags created. One report can have multiple tags associated with it.