Settings

Application-wide configuration: default directories, application domain, email (SMTP), security, and formatting.

DirectoriesSMTPSecurityAdmin only
Admin Only
Only users with the Admin role can modify Settings.

Overview

The Settings page is where an admin configures application-wide defaults — the two file directories, the application domain, email (SMTP), security/MFA, and formatting. Several of these are part of first-run configuration; see Post-installation Setup.

Settings page
The Settings page: default directories, application domain, SMTP, security, and formatting.

Default Directories

Rapid BI Catalog confines all file access to two configured roots — a default input directory and a default output directory. Every user-supplied path is resolved inside these roots, which prevents reading from or writing to anywhere else on the server. Paths can be overridden within the roots when processing individual tasks.

SettingDescriptionExample
Default File Processing DirectoryThe input root — the default location for selecting files to process./home/john/work/tableau
Default File Output DirectoryThe output root — where generated documentation and exports are written./home/john/work/tableau/documentation
Processing is blocked until both roots are set
Until both the input and output directories are configured, processing and uploads are refused. Set them first (this is part of post-installation setup).

Application Domain

The base URL where users reach Rapid BI Catalog. It is used to build the links in invitation, registration, and password-reset emails, and for client-facing URL decisions. Set it to your real HTTPS domain so emailed links resolve correctly.

Email (SMTP)

SMTP powers invitations, onboarding, password resets, and notifications.

FieldDescription
HostYour SMTP server hostname
PortSMTP port (default 587)
UsernameSMTP account username
PasswordSMTP account password
From AddressThe address outbound emails are sent from
Allow self-signed certificateAccept a self-signed SMTP server certificate (for internal relays)
TLS is derived from the port
Port 465 uses implicit TLS; any other port (e.g. 587) uses STARTTLS.

Security & MFA

Enable MFA required for all users to force TOTP enrollment for local accounts at next login. This control is disabled when SSO is the only login method — in that case multi-factor is owned by your Identity Provider. See Multi-Factor Authentication.

Time Zone & Date Format

SettingDescriptionExample
Job Scheduling Time ZoneThe time zone used for all scheduled jobs.America/New_York
Date FormatThe standard date format applied across the application.DDMM

Next Steps