Managing Preferences :: SAS(R) Business Rules Manager 3.1: User's Guide

About Setting Preferences

Preferences provide a way for you to customize the user interface. Preferences for each user are stored in metadata and are retained if your deployment is migrated or reconfigured.

You can set preferences in two ways:

by using the Preferences window

To open the Preferences window, select File

Preferences. There are two general categories of preferences: Global and Decision Manager preferences. See Global Preferences and Decision Manager Preferences for more information.

by using SAS Preferences Manager

SAS Preferences Manager is a web application that provides a central facility for users to manage their preferences and settings. See SAS Preferences Manager for more information.

Global Preferences

Global preferences apply to all SAS web applications that are displayed with the Adobe Flash Player. When you set a global preference, it applies only to the user that you are logged on as.

To set global preferences, select the Global Preferences page. The following global preferences are available:

User locale

specifies the geographic region whose language and conventions are used in the applications. This setting might also apply to some SAS web applications that are not displayed with the Adobe Flash Player. The default is the browser locale. Locale changes take effect after you log off and log back on.

Note: You can also set the User locale setting by using the SAS Preferences Manager. Select the Regional menu option in SAS Preferences Manager. For more information, see SAS Preferences Manager.

Note: If the user locale that you specify in the preferences is different from the user locale for the SAS Workspace Server, you might receive an error when you try to sign in to the application. You might also receive encoding errors when executing tasks in SAS Business Rules Manager. If you receive an error, change the updated locale back to the original locale.

Theme

specifies the collection of colors, graphics, and fonts that appear in the applications. Your site administrator can change the default theme. A theme change might take a few seconds to apply if many items and features are open in the application.

Invert application colors

inverts all of the colors in the application window, including both text and graphical elements. You can also temporarily invert or revert the colors for an individual application session by pressing Ctrl+~.

Override settings for focus indicator

controls the appearance of the highlighting that surrounds the currently selected field in the SAS Business Rules Manager interface.

Decision Manager Preferences

Decision Manager preferences apply to SAS Business Rules Manager only. To set these preferences, select Decision Manager

General.

Show this number of recent items

controls the number of items that are listed in the Recent Work menu. To display this menu, select File

Recent Work.

SAS Preferences Manager

SAS Preferences Manager is a web application that provides a common mechanism for managing preferences for SAS web applications. The application enables users to manage their preferences and administrators to set default preferences for locale, theme, alert notification, time, date, and currency.

To launch the SAS Preferences Manager, enter the URL http://host-name:port/SASPreferences in your browser window. Replace the values for host-name and port based on the location of the configured SAS Web Infrastructure Platform. For more information, see SAS Preferences Manager in SAS Intelligence Platform: Middle-Tier Administration Guide.

Change the Delivery Type for Alert Notifications

The default delivery type for notifications is specified in the properties for the SAS Application Infrastructure by using the Configuration Manager plug-in to SAS Management Console. For SAS 9.4, the default delivery type is My alerts portlet. You can use SAS Preferences Manager to change your default delivery type.

Note: A SAS administrator can modify the default notification type for all users. For information about modifying the default delivery type for all users, see Configure Alert Notifications for SAS Workflow in SAS Business Rules Manager: Administrator’s Guide.

To specify the notification delivery preference for an individual user:

Enter the URL http://host-name:port/SASPreferences in your browser window to launch the SAS Preferences Manager. Replace the values for host-name and port based on the location of the configured SAS Web Infrastructure Platform.
Enter the user ID and password for the user account that you use to access SAS web applications.
Select General Notifications.
Select a format type for the e-mail notifications. The options are HTML-formatted e-mail and Plain-text e-mail.
Select the notification types from the Available list and click to add the selected notification types.

Tip
To remove a notification type, select the type from the list and click .
Click Apply to update the notification settings, and click OK to save the changes.

For more information, see SAS Preferences Manager in SAS Intelligence Platform: Middle-Tier Administration Guide.