Reference: General Setup

Use

General Setup

to view and update basic information about your instance, including:

Session timeout values.

Password rules.

Contact details for the site administrator.

The settings that display depend on your permission sets. See Concept: Permission Sets.

For specific preferences for dashboards, see Change Dashboard Preferences.

Setup Information

Field	Description
Code	Identifies your instance . You might need this information when consulting Professional Services or Support.
Name and Address	Identifies your company name and principal address. You must specify a company name.

Contact Details

Enter the name, phone number, address, and email address for the main administrative contact at your company for issues related to the installation.

Setup Details

Field	Description
Disk usage	Describes the amount of storage space that your instance uses. This Information is view only .
Session timeout	Sets the maximum inactive time (in minutes) before a user automatically signs out. If left blank, the default is 60 minutes. The range is 5 to 500 minutes. If the session times out before you click Save , Adaptive Planning redirects you to the sign-in page. After you sign back in, the changes are saved. If you navigate away from the sign-in page, the changes aren't saved when you sign back in.
Transactions	Describes the amount of storage space used by files uploaded to the transactions module. Transactions only . This Information is view only .
Report files	Describes the amount of storage space used by files uploaded to the Reports menu. This Information is view only .
Locals	Identifies the display name and decimal precision of the Locals sheet. Required .
Consolidation percentage	Identifies the display name and decimal precision of the account found on the Consolidation Percentages sheet. Consolidation only . Required .
Auto-breakback	Sets a default breakback method for all accounts whenever you enter a value in a rollup time period. Select: Evenly : Divides the rollup evenly or copies the average into all contributing cells. Proportionally : Distributes in proportion to existing values in contributing cells. Proportionally: Use Prior Year : Uses the prior year value for each contributing cell and distributes proportionally. Spread 4-4-5 : Heaviest weight goes to every third cell. Spread 4-5-4 : Heaviest weight goes to the second cell and every third cell thereafter. Spread 5-4-4 : Heaviest weight goes to the first cell and every third cell thereafter. Assumption : Prompt to select a breakback method custom-created for your instance. See Steps: Set Up Custom Breakback Methods. None : You can select a breakback method.
Trading partner label	Identifies the label used for trading partners in your model. Consolidation only. Required.
Trading partner account identification	Determines how to identify trading partner accounts: by account attributes or by using splits. Consolidation only .
Currency system dimension label	Identifies the label for system currency.
Restrict file uploads by extension	Enables you to upload specific file types. We recommend adding these file extensions: xls, xlsx, xlsm, csv, txt, pdf, doc, docx, ppt, pptx, html, rtf, xml, zip, gzip, jpg, jpeg, png, crt, cert, pem and der. Click in the list and add an extension to let users upload that file type.
Use no-reply for report emails	Sends report emails from a no-reply@adaptiveinsights.com account, rather than from the user email account.
Limit For Import Jobs Listing	Displays the maximum number of imports listed when you go to Integration > Import History. Default: 1000. Contact support to increase up to 9,999. This Information is view only .
Modeled sheet first page size	Sets the maximum of rows displayed in all modeled sheets. A lower maximum decreases load time and forces you to use filters to see different sets of data. A higher maximum increases load time and enables users to see all the data without filters.
Cell Explorer Contributing Rows Limit	Sets the maximum of rows displayed in Explore Cell.

Enable Features

Field	Description
Enable Announcements tab	Enables you to display simple reports and messages on the Announcements page.
Workflow and Process Tracker alerts	Sends email alerts to users when: They're assigned a Process Tracker task. The workflow status changes for levels or sheets to which they have access.
Admin Publishing	Holds admin changes for later publication to minimize user disruption.
User Activity Log	Tracks and stores when users sign in and sign out.
Integration	Sets the availability of preconfigured adapters for data designers who are creating new data sources. Integration Only. Workday: Enables data designers to configure new Workday data sources. Intacct: Enables data designers to configure new Intacct data sources. MS Dynamics GP: Enables data designers to configure new Microsoft Dynamics GP data sources. NetSuite: Enables data designers to configure new NetSuite data sources. This is the recommended method of connecting to NetSuite, as it provides the broadest access to data stored in NetSuite. Salesforce: Enables data designers to configure new Salesforce data sources.
Enable Integration Loaders - Erase Data	Sets the availability of the Erase Data tab in Planning Data Loaders Erasing nonvirtual plan or actual data deletes numeric data from specified months and accounts and you can't undo it. You can't erase values in system accounts and cells with formulas.
NetSuite Customer	Sets additional options for NetSuite customers: NetSuite Basic : Enables basic access to NetSuite data and makes NetSuite-specific menus available within the Integration menu. This isn't the recommended method of connecting to NetSuite.
Elastic Hypercube	Indicates if Elastic Hypercube Technology, which dynamically allocates computing resources for performance, is enabled on your instance. This Information is view only.
Enable Single Column Data Import/Export for Display Name	Indicates if Excel import templates require only 1 column for: Levels. Dimensions. Attributes. Requires only the dimension or attribute as the header column with values in the cells for: Account Structure Import. Dimension Structure Import. Level Import. Standard Data Import. Transaction Import. Cube Data Import. Modeled Data Import. The values become the codes at import. Data export produces only 1 column for dimensions, levels, and attributes. Removes the suffix requirement of Name and Code when attribute tagging in: Account Structure Import. Dimension Structure Import. Level Import. When you turn on Enable Single Column Data Import/Export for Display Name , we hide the Import Without Code and Name columns for display names setting within Integration > Import.
Make Imported Groups Editable	Enables you to use the Adaptive Planning UI to edit groups created through the importGroups API when dataSource=EXTERNAL. You can treat these groups as global groups, enabling you to: Add members to the groups. Remove members from the groups. Delete the groups. Rename the groups. This setting is disabled by default, making groups and members loaded by importGroups view only in the UI.

Password Management

Set requirements that are consistent with your corporate policies and the protection of personal data. The more rules that you require, the safer the passwords.

Field	Description
Minimum character length	Sets the minimum number of characters required in passwords.
Minimum number of Alphabetic characters	Sets the minimum number of alphabetical characters (a through z) required in passwords.
Minimum number of Numeric characters	Sets the minimum number of numbers (0-9) required in passwords
Mixed case required	Requires at least 1 upper-case and one lower-case alphabetic character (a-z).
Disallow more than 2 consecutive identical characters	Restricts the use of more than 2 characters, such as sss , or 111 .
At least 1 non-alphanumeric character required	Requires at least one special character, such as !,@, #, $, %, ^, &, *.
Password valid for	Sets the number of days or months when users must reset passwords.
Minimum password age	Limits the number of days or months before a user can change their password again.
Allowed failed attempts	Limits the number of unsuccessful sign in attempts users can make within a time period before the product locks them out. Once a user is locked out, only an administrative user with access to the Edit User page can unlock the account. Enter any number for the attempts and minutes. If these fields are left blank, the product enforces a default value of 10 attempts in 1440 minutes (24 hours).
Expiration warning	Sets when users start receiving expiration warnings. Applies only if passwords are set to expire. Enter the number of days.
Prevent using last	Restricts when you can repeat a password. Enter the number of new passwords that you must create before you can reuse an old password.
Allow users to reset their password from the login page	Add a Forgot your password? link to the sign-in page to let users reset their password. If you don't set up this option, only an administrator can reset a user password.
Allow logins only from IP Addresses	To view this field, you must enable the IP restriction flag for your instance. Restrict the computers/networks from which users can access the instance. Enter one or more approved IP addresses. Use commas to separate multiple IP addresses. To specify a range of IP addresses, enter 2 valid addresses separated by a hyphen. This field allows a maximum of 2048 characters. You can also use network IP addresses to restrict access for several users who share the same network IP address. If your Adaptive Planning instance integrates with Workday, you must also specify the IP addresses or ranges for Workday data centers. You can find the IP address for a Workday data center from the Data Centers page on the Community. See Add Workday Data Center IP Addresses to General Setup. For security reasons, when a user is rejected due to an IP mismatch, they are presented with an error message that doesn't mention the phrase "IP address". Instead the message states that login was rejected due to an "invalid network".
Users must change their password on first login:	Force users to change their password after logging in for the first time.

Adaptive Planning Support Management

Field	Description
Allow WorkdayAdaptive Planning support personnel to login	Select this option to enable Adaptive Planning support to access your instance. Whensupport needs access to your instance, you require additional authorization.