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Intelligent Data Insight

System Operation and Maintenance

System Switch

This article introduces the meaning and operation method of each configuration item in Datawind (privatization environment) System Management > System switch. Administrators can complete the configuration of function entry, data security and permission-related switches according to this article.

Feature Overview

In system administration, a system switch module is provided.

Enterprises can customize the product function interface according to their own business needs, and only open some functions to internal users.
System admin can set switches for some functions in this module. When the function is turned off, the function will not be displayed in the user's interface.

Reasonable configuration of system switches can make product interfaces more concise and clear, enhance ease of use, and reduce violations and errors. Limiting sensitive or important functions can also reduce the risk of information leakage and protect enterprise core data and confidentiality.
The current version of the system switch is divided into modules: General settings, Visualization, Data Preparation, Dashboard, Project Center, which, in addition to switch configuration, also includes text input, single/multiple drop-down, personnel whitelist configuration form.

Function entrance

Log in to Datawind and click the Settings icon in the upper right corner of the page.
Select System Management > System Switch in the left navigation bar to enter the system switch page.
Click the Edit button in the upper right corner of the page to enter the configuration editing state.

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Prerequisites for use: Please use the system admin account to configure.

Function introduction

Support setting system switch for the following functions:

General Settings: General Settings are used to customize product names and open API entries.
Visualization module: Visualization module controls function entry and usage restrictions such as dashboard, chart analysis, subscription push, data export, etc. Details can be found in the table below.
Data Preparation Module: The Data Preparation Module controls the capability boundaries of the data development links such as visual modeling, datasets, data connectivity, and task push.
Dashboard: The **** Dashboard module controls the publishing permission of public resources through whitelist, and the value supports the specified members and other ranges.
Project Center: The **** Project Center module controls operation log viewing and role management permissions.

Configuration module overview

Module	System switch	Description	Schematic diagram	Remarks
General Settings	Product name	Define the product name in the navigation bar in Chinese and English
General Settings	Development platform	After opening, the API entry will open in the navigation bar
Visualization	Dashboard Template	After opening, the dashboard template entrance will be added to the navigation bar		Dashboard Templates
	Click on the dashboard chart name to enter the visualized query	Once opened, click the name of the chart on the dashboard to go directly to the visualized query page of the chart
	Dashboard Review	After opening, it supports commenting on the dashboard.		Dashboard Comments
	Networking diagram	After opening, it supports visual analysis of networking charts such as LBS charts
	"Trading day" filter	When turned on, the chart filter will add a filter for "trading days"
	Downloaded and exported content is pushed to third-party platforms	After opening, the download and export content of the visualization and dashboard are pushed to the third-party platform, and users need to download and use it on the third-party platform.
	Pivot Table Download Limits	Numerical input, the maximum limit on the number of rows downloaded from the pivot table. Unit: Row
	Copy data	After closing, users cannot copy query results
	Extend the scope of the listening dataset for the push function	After turning it on, the "triggered when the data is synchronized" of subscriptions, monitoring and metrics broadcasts will also monitor the synchronization status of manually synchronized datasets. If the synchronization is not completed on the same day, it will not be pushed.
	Dashboard subscription supports data push	After opening, the subscription supports the selection of push screenshots and pdf.
	Indicator broadcast	After closing, the entrance of the indicator broadcast will not be displayed, and the historical indicator broadcast will be hidden and not pushed.
	Monitor	After closing, the monitored entrance is not displayed, and the historical monitoring is hidden and not pushed. Open by default
	Mobile end	After closing, the mobile end related entrance is not displayed on the product
	Dashboard Subscription Support Instructions/Notes Rich Text Box	After closing, do not display the description/remarks rich text box when creating a new subscription
Data Preparation	Hidden Visual Modeling Bootstrap	Controls whether visual modeling tasks hide canvas descriptions and feature guides
	Support for custom database & table data source types in visual modeling	In visual modeling, the ability to customize databases & tables for different data set storage types can be released
	Output dataset type in visual modeling (privatization V2.91.0 and above only)	In visual modeling, when outputting datasets for offline tasks, the supported output types can be configured and selected. If the configuration is empty, the new dataset cannot be created normally. Default two types are selected.
	Visual modeling allows source datasets (privatized V2.91.0 and above only)	When turned on, the visual modeling task allows the use of existing datasets as data sources, which are turned on by default
	Visual modeling output datasets can span multiple projects	When turned on, the dataset output by visual modeling can be opened to other projects, and the dataset administrator can use it as a data source in the visual modeling tasks of other projects
	Data connection basic information non-clear text display	The selected data connection type, with non-plaintext styles in the underlying information other than the data connection name
	Dataset supports projects that use custom SQL	Selectable items, selected items support the use of custom SQL, unselected items will be disabled custom SQL
	Dataset Default Direct Connection	The dataset is extracted by default when closed. After opening, when creating a new dataset, the dataset type is changed from default extraction to default direct connection
	Task instance status information Kafka push	Support pushing task instance information, such as task name, instance name, business date, task running status, running time, number of data rows, etc., to eventbus's kafka for external use. Due to the large number of rows in the task log, push is not supported, and an open API call is required. At present, this function is only effective on the customer data platform
	Allowing the use of linked data sets	Select Yes here to create a new dataset by associating an existing dataset; select No here, the Linked Dataset entry will not be visible on the product
	Preview line limit switch (Privatization V2.107.0 and above only)	Once turned on, limit the maximum number of rows of data previews in the dataset/visual modeling
Dashboard	Public template	Allow templates to be set to a public user list	none	Vscreen Resource Management
	Open source	List of users allowed to upload design assets (all projects visible)	none
	Public font	List of users allowed to upload fonts (visible to all items)	none
Project Center	Operation log permission control	After opening, only the project administrator and users with the above permissions are allowed to view the operation log.		Operation Logs
	Role creation permission	Administrators can create: Only project administrators/system admins can create roles All members of the project: Users with editing rights to the project can create roles
	Role authorization control	Member maintainers can be authorized: When authorizing resources, users can only choose the roles they maintain; project administrators/role administrators/system admins can choose all roles All users are authorized: When authorizing a resource, users can select all roles

Operation steps

Click the Settings icon in the upper right corner and select System Switch in System Management. Before modification, record the original value of the target configuration for easy recovery if necessary.
Click Edit in the upper right corner to enter the editable state.
Locate target configuration by module:
- Switch type: click switch to switch on/off state, blue is on, gray is off.
- Text/value classes: Fill in directly in the text box, such as product name, pivot table download limit lines.
- Drop-down/multi-select classes: Click the drop-down box to check one or more options, such as output dataset type, projects that support custom SQL.
- Personnel whitelist class: Specify the member range allowed to operate in public templates, public materials, and public fonts.
After the configuration is completed, submit the modification according to the prompts on the editing page; re-enter the system switch page, check the target configuration, and verify the effect on the corresponding function page.

If you need to restore the configuration, re-enter the editing state, restore the target item to the value recorded before modification, and check again after submitting according to the page prompts. The restore switch value is not equivalent to reissuing content that was not pushed during the deactivation period.

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Precautions

Please confirm the scope of impact before making any changes. For options configured by project or member, the selected project and member scope should be checked at the same time, and all configurations cannot be interpreted as valid for all users.
Visual modeling output data set type if configured to empty, will lead to normal new data set, at least one output type.
After closing the indicator broadcast and monitoring, the corresponding entrance and historical configuration will be hidden and no longer pushed. Turning off copy data will prevent copying query results; closing mobile end will hide the relevant entry of mobile end.
Before opening the downloaded and exported content to push to the third-party platform, please confirm that the third-party platform has completed the docking, and verify that the user can obtain the exported content on the third-party platform.
There may be differences in the configuration items of each version. This article is subject to the actual display on the current system switch page.

Last updated: 2026.10.09 11:06:55