Setting Preferences

About Setting Preferences

Preferences provide a way for you to customize the user interface of Workflow Console. To set preferences, select Filethen selectPreferences from the menu bar. The following topics describe the available preferences and explain how to use the Preferences window. Additional information is also provided for how to use the SAS Preferences Manager to specify individual preferences to override the default notification type and user locale.

Global Preferences

Global preferences are applied to all SAS Web applications that are displayed with the Adobe Flash player. When you set a global preference, it applies to the user who you are logged on as and to no other users.
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 log on to the SAS Model Manager client application. You might also receive encoding errors when executing tasks in SAS Model Manager. If you receive an error change the updated locale back to the original locale for the user.
To set global preferences, select the Global Preferences page. These 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.
  • Theme specifies the collection of colors, graphics, fonts, and effects that appear in the applications. Theme 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. Enter in your browser window the URL http://host-name:port/SASPreferences to launch the SAS Preferences Manager, and select the Regional menu option. For more information, see SAS Preferences Manager in SAS Intelligence Platform: Middle-Tier Administration Guide.

General Preferences

General preferences are settings that are applied across Workflow Console only. To set general preferences, select the General page. These general settings are available:
  • Show this number of recent items specifies how many objects to display in the Recent Objects tile.

Alert Notifications

Use SAS Preferences Manager to override the default notification delivery type for an individual user. The SAS Preferences Manager is a Web application that provides a central facility for users to manage their preferences and settings. The SAS default delivery type for notifications is specified in the properties for the SAS Application Infrastructure using the Configuration Manager plug-in to SAS Management Console. The default type after the deployment of SAS 9.3 is My alerts portlet. However, a SAS administrator can modify the default notification type. For more information about modifying the SAS default notification type for all users, see Configuring Alert Notifications for SAS Workflow in SAS Model Manager: Administrator's Guide.
To specify the notification delivery preference for an individual user, follow these steps:
  1. 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.
  2. Enter the user ID and password for the user account that you use to access SAS Web applications.
  3. Select General then selectNotifications.
  4. Select a format type for the e-mail notifications. The options are HTML-formatted e-mail and Plain-text e-mail.
  5. Select the notification types from the Available list and click Add Selected Columns to add the selected notification types. The available options are the following:
    • Via e-mail
    • My alerts portlet
    • Via SMS text message
    • Via digested e-mail
    Tip
    To remove a notification type, select the type from the list and click Remove selected items to remove the selected item.
  6. 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.