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Preference - Administration

Administration preferences include relevant preferences for system administrators.

Document management

Document management preferences allow you to adjust how your users can upload documents into the system (available from FA 3.5 onward).

Define maximum size for all uploaded files in megabytes (MB)

Allows you to define a maximum file size for documents your user can upload to the system. By default, there is no maximum file size.

Limit the frequency of document uploads

Allows you to define how many documents a user can upload, and how frequently rights to upload new documents will be available (e.g. a user can receive 1 new document to upload every 10 seconds). You can control the upload frequency with three settings:

  • Number of documents user can upload – The number of documents user can upload without any limit on upload frequency. By default, the number of documents is set to 1000.

  • Number of new documents to upload user receives at once – The number of new documents upload "rights" the user receives at the defined interval. By default, the number of new documents is set to 1000.

  • How often (seconds) user receives the new documents to upload – The freguency: how often the user gets the new document upload "rights". By default, the number of time is set to 1 second.

With the default configurations, users can upload 1000 documents without any limit, and get 1000 new documents to upload every second - in practice, this means that there is by default no limit on document upload frequency, unless the user tries to upload more than 1000 documents a second.

Adjusting the preferences above allows you to limit file uploads. If a user tries to upload files more frequently than allowed, the upload is prevented with a notification.

For example, set the number of documents to 5, new documents to 1, and time to 10 seconds. With this configuration, your users are able to upload 5 documents without a limit and will receive 1 new document to upload every 10 seconds. Every time your user uploads a document, the number of "uploads left" is reduced from five - after one upload, you have four uploads left, etc. The number of documents gets restored with one new document every ten seconds - if the user uploaded one document, reducing the "number of uploads left" to four, after ten seconds, the user would again have rights for full five uploads. If the user uploads more than five documents simultaneously or right after each other within ten seconds, further uploads are prevented until the user gets a "refill" of new documents to upload.

Email settings

Email settings contain fields for defining the settings for sending the emails (defined by FA when email reporting is enabled).


You can set the following general preferences:

Document management

Enable or disable document management. If enabled, documents can be attached to contacts, portfolios, transactions, and securities in the corresponding windows.


Set the default language of the application to be either Suomi, English, or Svenska. The language setting defines the default language of the application: the user interface is shown with the selected language by default. The user can change the language of the user interface from Action - Languages (the language selection specific to the user name).

Enter button functionality

Define, how the Enter key behaves in the windows of FA Portfolio. There are three options available - the last of these options is selected by default:

  • "Enter navigates to the next field" – Set the Enter key to behave as the tabulator, navigating to the next field when pressed. Selected by default.

  • "Enter submits the form" – Set the Enter key to submit the open form when pressed (Enter acts as the Save / OK buttons).

  • "Enter does not do anything" – The Enter key does not have any extra functions.

Market data connection

The market data connection preferences are visible only if the functionality to import market data from an external source is enabled. Define the market data information to the field:

Earliest date of observation

Set the earliest date of the market data observations imported. External market price sources often have a long history of market price observations available, and it might not be worthwhile to save the entire market data history to FA. This field allows you to define the earliest date of market data observations.

Number of days market prices are fetched for in the nightly run

Define how many day's market data observations are fetched for and saved as market prices during the nightly run. The nightly run automatically fetches market prices for "Active" securities, for which a corresponding update code is defined. The default number of days to fetch during the nightly run is 5: this means that every night the prices from the previous 5 days are fetched and saved for securities as market prices.


Permission preferences allow you to define and adjust permissions of each user role, i.e. adjust the rights to use the system per user role. The permissions are used to what users can access, view and edit when using FA.

Restrict reports to roles

Restricting reports to roles allows you to define which user roles have access to certain reports. Enter one or several semicolon-separated roles next to the report and click Save. If you leave the field empty, all users can generate the report in the Report window.

If a report is included in the report package, the user can generate only those reports in the package they have access to. The user gets a warning that some reports included in the package are unavailable. To learn more about the report packages, see the Report packages section.

Session timeout

Session timeout preferences allow you to control the application life cycle through "session timeout" and "heartbeat interval". These parameters are applied when a user is inactive, but the application is open and stays idle. (Available from FA 3.5 onward)

Heartbeat interval (minutes)

The default is 5 minutes. Heartbeat interval controls how often heartbeats that keep the user's session alive are sent. "UI instances are cleaned up if no communication is received from them after some time. If no other server requests are made, the client side sends keep-alive heartbeat requests. A UI is kept alive for as long as requests, or heartbeats, are received from it.”

Session timeout (minutes)

Default 30 minutes. Session timeout defines the time period for which the application remains “alive” without user interaction. Timeout is reset if the user performs some action within the application.

Manipulating session length by adjusting these two parameters in FA Back and the corresponding KeyCloak setting means that the application can function in two ways:

  • If the heartbeat is set to be longer than the session timeout, the session will always die after the timeout.

  • If the heartbeat interval is shorter than the session, the session will never expire.

Update report

Update report preferences allow you to define how and when portfolio report data is updated.

Disable report updates

Disables all report updates. Use this option to speed up data import when importing large volumes of data. After the import is completed, you should:

  1. Recalculate the report data. Click Update in the top menu and choose Recalculate all report data of all portfolios.

  2. Re-run posting rules if they are used. Click the Generate postings at the bottom of the Transactions view.

Update reports immediately

Enables report update after changes. When enabled, portfolios' reports are updated after every change made that affects the reports. When disabled, the reports have to be updated manually or automatic update can update the portfolio reports at night.

Automatically update reports

Enables or disables automatic nightly report data update. If you are using a market data connector, the nightly report data update first fetches the latest market price entries through your market data connector and then recalculates report data with the latest close prices.

Update time

Define the time for the daily report update in the form hh:mm (for example 01:00). Daily report update is recommended to run at night so that report data is ready in the morning. If you are using a market data connector to fetch prices, adjust the time so that yesterday's prices are available through the connector when the nightly report data update begins.

Nightly report data updates are audited - system audit tracks when the system automatically fetches market prices through a market data connector and updates report data at night. Every time the system starts to fetch prices, the system audit contains a message “Nightly close price updates and report calculations started” and once prices have been fetched, the system audit contains a message “Nightly close price updates done, report calculations scheduled”. (Available from FA 3.10 onward)