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The Eagle Portal Administrator has special administrative privileges that allow configuration and setup of portfolios, Inbox reports, dynamically generated queries, and dashboard reports, as well as assignment of user level and group level permissions. However, if you have been granted permissions by the Eagle Portal Administrator, you can customize several important system settings directly in the Eagle Portal to support the needs of your organization. 

In the Settings dialog box, you can change your password at any time as well as download and install the ERX Viewer, a tool that allows you to view and manage Eagle data warehouse report data and view reports created in Eagle's ERX proprietary format. You can manage how the reports are accessed, displayed, and deleted in the Inbox, how the portfolios are accessed, selected, and displayed, and how query reports are executed and displayed. You can also manage how query reports are exported, how scheduled reports are submitted and displayed, and how security lookups are performed and displayed. You can also manage the Eagle Portal configuration and default options, the Eagle Portal system options, and the log level options.

Note

If you make any changes to the Eagle Portal settings, you must log out of the Eagle Portal and log back in for the changes to take effect. To ensure that cached content of the Eagle Portal is also updated, click to check Refresh Site Cache and Refresh Appserver cache check boxes respectively at the bottom of the Settings dialog box.

Access the Settings Dialog Box

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To access the Settings dialog box:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
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  2. Check with the Eagle Portal Administrator to determine the level of your permissions and the options that you are allowed to customize.

Change Password

To change your password:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Enter your current password in the Current Password field.
  3. Enter your new password in the New Password field.
    As you type, the Eagle Portal notifies you about the strength of your new password.
  4. Reenter your password in the Confirm New Password field.
  5. Click Save to save your changes.

Download ERX Viewer

To download the ERX Viewer:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click Downloads in the left navigation and click Download Viewer.
    The ERX Viewer is downloaded from a virtual directory on the Web Server.
  3. On the Web Server, access the PortalConfiguration.exe file.
  4. In the Viewer URL field, enter a partial URL or absolute URL to specify the path of the ERX installation file.
    You can define the path as http://website/location/erxviewersetup.exe.
  5. Click File and select Save & Validate to save your changes.

Manage Inbox Options

To manage Inbox options:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click Inbox in the left navigation.
  3. Select the appropriate options:
    –  Inbox. Allows you access to the Reports area.
    –  Inbox delete all. Allows you to delete all reports in the Inbox. This option only deletes reports that are sent to your Inbox.
    –  Inbox delete selected. Allows you to delete selected reports in the Inbox. You can delete selected reports by clicking the check box to the left of the report name and clicking Delete. This function only deletes reports that are published to the specific user.
    –  Number of Inbox reports per page. Allows you to select the number of reports to display per page in the Inbox.
  4. Click Save to save your changes.

Manage Portfolio Options

To manage portfolio options:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click Portfolios in the left navigation.
  3. Select the appropriate options:
    –  Allow for case sensitivity (Applies to Oracle only). Allows you to indicate if the entity information may be case sensitive.
    –  Allow multiple portfolios to be selected for dashboards. Allows multiple portfolios to be selected for dashboard reports. If enabled, you can select more than one fund when running dashboard reports.
    –  My Portfolios Area. Allows you access and manage portfolios that are available to you.
    –  Number of Portfolios per page. Allows you select the number of portfolios to display per page in the Portfolios window.
    –  Portfolio Selector: Display column name from Entity table. Specifies the portfolio display column name from the RULESDBO.ENTITY table. Default column name is ENTITY_NAME.
    –  Portfolio Selector: Items per page. Allows you to select the number of portfolios to display during the search.
    –  Portfolio Suggest: Retain selected portfolio across query reports. Allows you to retain the selected portfolio when navigating between query reports, keeping the current portfolio active.
    –  Use exact match on character fields. Allows you to specify if an exact match must be found before the Portfolio Selector returns any results.
  4. Click Save to save your changes.

Manage Query Options

To manage query report options:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click Queries in the left navigation.
  3. Select the appropriate options:
    –  Concentration query currency conversion. Allows you to specify if currency conversion is available when running query reports.
    –  Datamart details per page. Allows you to select the number of items to display per page in the Eagle Data Mart details query report. The default is 10.
    –  Entity history. Allows you to consider entity history when retrieving entity information in query reports.
    –  Multiple portfolios allowed when supported. Allows you to select multiple portfolios at one time when running query reports.
    –  Number of query results per page. Allows you to select the number of results from query reports to display per page.
    –  Pivot query records per page. Allows you to select the number of results from cross tab query reports to display per page.
    –  Trades/Cash date types. Allows you to select the date type from the Date Type drop down list used for running query reports. Options include: Effective Date, Settlement Date, and Trade Date.
  4. Click Save to save your changes.

Manage Query Export Options

To manage query report export options:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click Query Export Options in the left navigation.
  3. Select the appropriate options:
    –  Export to CSV. Allows you to select if the option to export to comma separated text is available for query reports.
    –  Export to HTML. Allows you to select if the option to export to printer-ready HTML is available for query reports.
    –  Export to PDF. Allows you to select if the option to export to Adobe PDF is available for query reports and dashboard reports.
    –  Export to XLS. Allows you to select if the option to export to Microsoft Excel is available for query reports.
  4. Click Save to save your changes.

Manage Scheduled Report Options

To manage scheduled report options:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click Run a report in the left navigation.
  3. Select the appropriate options:
    –  Number of Run Reports Results per page. Allows you to select the number of reports to display in the Reports window under the Scheduled area.
    –  Run report. Allows you to select if the Scheduled area is available in the Reports window.
    –  Scheduled delete selected. Allows you to select if you can delete selected reports from the Scheduled area.
  4. Click Save to save your changes.

Manage Security Lookup Options

To manage security lookup options:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click Security Lookup in the left navigation.
  3. Select the appropriate options:
    –  Security lookup database query use upper. Allows a case insensitive search in security lookup even when the security is stored in the Oracle database using upper case.
    –  Security/Issuer Lookup results per page. Allows you to select the number of results to display per page on the security lookup results page.
    –  Use exact match on character fields. Allows you to return results only when there is an exact match on character fields.
  4. Click Save to save your changes.

Manage Configuration Options

To manage configuration options:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click Settings in the left navigation.
  3. Select the appropriate options:
    –  Change password link. Allows you to select if the Change Password option is available in the Settings dialog box.
    –  Manage default settings. Allows you to select if the option to manage default settings is available in the Manage drop down menu when running dashboard reports and query reports.
    –  Settings link. Allows you to select if the Settings link is available in the Eagle Portal. If you have permissions, the Settings link allows you to set system configurations.
    –  User/Group selector items per page. Allows you to select the number of items that are displayed when using the User/Group selector in the Publish View dialog box.
  4. Click Save to save your changes.

Manage System Options

To manage system options:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click System in the left navigation.
  3. Select the appropriate options:
    –  Help link. Allows you to select if the Help link is available in the Eagle Portal's main window.
    –  Logout link. Allows you to select if the Logout link is available in the Eagle Portal's main window.
    –  Number of Items to show on page. Allows you to select the number of items to display per page.
    –  Prefix for view id. Allows you to enter a prefix that is used to make query views unique. You can use this option to avoid view conflicts resulting from migration of the Eagle Data Mart contents.
    –  String to show for no data values. Allows you to select the text or character to display when there is no data to display in the column.
  4. Click Save to save your changes.

Manage Log Level Options

To manage log level options:

  1. From the Eagle Portal main window, click Settings in the top right corner.
    You see the Settings dialog box with the Change Password option as the default.
  2. Click Log Level in the left navigation.

  3. Select the appropriate options:
    –  Debug. Allows you to generate detailed logs with error messages for troubleshooting purposes.
    –  Production. Allows you to run in normal mode when no errors occur in the Eagle Portal.

    Note

    Eagle recommends that you do not run in Debug mode for extended periods of time, unless necessary for troubleshooting purposes. Over time, running in Debug mode may decrease performance.

  4. Click Save to save your changes.