Below is an overview of the available settings for the XBRL Portal and the XBRL processing service. Settings in the Web.config file can be made as described in Setting up the XBRL Portal. Further settings can be made after the successful installation on the user interface under the menu item Master Data → System Settings.
Configuration settings in the web.config
Name | Description | Possible Values |
---|---|---|
XbrlSettingsFilePath | Path to the XbrlSettings file. | Complete path |
DisableRegistration | Disables the possibility of registering a user. | true/false |
DisableLandingPage | Turns off the landing page of the application and forwards directly to the login. | true/false |
DisableSsl | Turns off automatic forwarding to a secure connection (https). | true/false |
DisableSso | Disables automatic login via Windows domain SSO. | true/false |
commandTimeout | The duration in seconds for which to wait for the execution of a command. The default value is 30 seconds. | Time in seconds |
EnableBiExport | Activates the BI export function of the portal. This service exports XBRL data points to a second separate database. This feature is optional. | true/false |
XBRL-Portal Settings
Name | Description | Possible Values |
---|---|---|
MaximumQueryResults | Defines the maximum number of results allowed for a query. | Number of possible results |
EnableTaxonomyCaching | Enables caching of taxonomies in the server memory. | true/false |
ShowValidityDiagram | Shows the validity diagram on the filing overview page. | true/false |
ShowTimeDiagram | Shows the punctuality chart on the filing overview page. | true/false |
ShowPricingModel | Displays a menu item with the price structure of the cloud variant. | true/false |
Servername | Address of the web server. | URL |
AdAuthetificationDomain | Local Active-Directory domain for using the SingleSignOn with input of the domain password. | Domain name |
InstanceAutosaveInterval | Period of time after an edited XBRL instance is automatically saved. | Time in milliseconds |
Settings for sending emails
In order for e-mail to work, certain system settings must be adjusted. These are listed in the following table.
Name | Description | Possible Values |
---|---|---|
SendMailType | Typ of the mail server (Exchange/SMTP). | „smtp"/"exchange" |
SmtpClientHost | SMTP-Hostaddress for sending e-mails. Must only be filled-in for SMTP. | Host addresss wothout port |
SmtpClientPort | SMTP-Portnumber. Must only be filled-in for SMTP. | Port number |
FromEmail | Sending address for e-mail notifications. Must only be filled-in for SMTP. | E-mail address of the sender |
FromUsername | Username for e-Mail notifications. Must be filled-in for both SMTP and Exchange. | Username |
FromPassword | Password for e-Mail notifications. Must be filled-in for both SMTP and Exchange. | Password |
ExchangeWebServiceURI | URI of the Exchange-Services. Must only be filled-in for Excahgne. | URI |
EnableSsl | Use of a secure connection for sending e-mails. Must only be filled-in for SMTP. | true/false |
Using the SAP BW interface
Theobald EPConnect is used internally for the connection to SAP BW. Therefore the library librfc32.dll is required on the sytems.
Settings for the CRM-Interface
Name | Description | Possible Values |
---|---|---|
ServiceUserName | Username for using the CRM-Interface | Username |
ServicePassword | Password for using the CRM-Interface | Password |
CrmQueryBanks | Query name for the query of the banks | Name of the query |
CrmQueryInsurances | Query name for the query of the insurances | Name of the query |
CrmAdditionalQueries | Query name for addtional queries | Name of the query |
CrmResultId | XML element name of the CRM-ID of the result | Element name |
CrmResultName | XML element name of the names of the result | Element name |
CrmResultXbrlId | XML element name of the XBRL-ID of the result | Element name |
CrmResultCategory | XML element name of the category of the result | Element name |
CrmResultNodeName | XML element name of the response element of the result | Element name |
CrmBanksCategoryId | Category number of the bank category | Number of the category |
CrmInsurancesCategoryId | Category number of the insurance category | Number of the category |
Settings for the XBRL-Processingservice
Name | Description | Possible Values |
---|---|---|
XbrlSettingsFilePath | Path to the XbrlSettings file | Complete path |
MultipleExcelFilesThreshold | Anzahl der Instanz-Facts, ab der statt einer Excel-Datei mehrere erstellt werden sollen. Kann die Performance verbessern. | Number |
BackToSiteLink | Link of the back button in the Dashboard view | URL |
JobRetryCount | Number of attempts before a background job is set to Failed. | Number |
HangfireDashboardUrl | Address ending for the Dasboard view | Sub addresss with a Slash, e.g. „/dashboard" |
NumberOfConcurrentProcesses | Maximum number of concurrent processes for background tasks | Number |
ValidateXbrlFileNames | Determines whether file names should be taken into account during filing rule validation | „true" or „false" |