Customization

Using servers.json to Configure Immerse Options

This topic describes how to use the servers.json file to define the default connection behavior in OmniSci Immerse. It describes how to enable default behavior using servers.json, provides basic syntax, and includes examples. You can define the OmniSci database to connect to, as well as the username and password. You can also configure Immerse to use additional tile sources for geo charts.

Editing omnisci.conf to Enable servers.json

To enable default behavior through a servers.json file, you must first edit omnisci.conf to include servers.json information:

1. In your OMNISCI_STORAGE directory, open omnisci.conf. For information about omnisci.conf and available options, see Configuration Parameters.

2. In the [web] section of omnisci.conf, reference servers.json by adding the following line:

   servers-json = "/servers.json"

   Replace with the full path to servers.json.

3. Save omnisci.conf.

servers.json File Properties

Property	Description
"database": "<database_name>"	The name of the database that Immerse connects to by default.
"host": "<hostname>"	Name of the database host.
"loadDashboard": "<id>"	ID number of the Immerse dashboard to load on login.
"login_panel_databases" : [ "database_1", "database_2", "database_3" ]	Dropdown menu of databases to select at login. Note: If you also provide the database key, it should be one of the databases listed in login_panel_databases, which is then selected by default.
"password": "<password>"	Immerse user password.
"port": "<port_number>"	Port used for connecting to the database host.
"protocol": "<protocol>"	Connection protocol to use: http or https.
"url": "<URL>"	Universal resource locator. Defines the path to the source database. Can be used as an alternative to identifying host and protocol.
"username": "<username>"	Name of the Immerse user.
"offline": "true"	Set to true to help Immerse identify an offline environment and show a basemap (countries boundary geojson polygons) for Geo charts. Otherwise, Immerse shows Mapbox basemaps and any custom basemaps you have defined.
"customStyles": "<[options]>"	Productize Immerse by customizing colors, login text, logo, and other UI elements. For more information, see Enable Custom Styles.
"mapboxCustomStyles": "<[options]>"	Specify and use basemap styles other than those provided with Immerse. For more information, see Enable Custom Basemap Styles for Geo Charts.

Configuring Data Source and User Login Credentials

You can create a servers.json file to control the default configuration when you log in to OmniSci Immerse. The information in servers.json can identify the database you connect to and credentials to use during automatic login.

1. If servers.json does not exist yet, create a file by that name in the OMNISCI_STORAGE directory.

2. In servers.json, specify the database to connect to, as well as username and password information. You can use host, port, and protocol to specify the path to the data:

   [
      {
             "database": "<database_name>",
             "port": "<port_number>",
             "host": "<hostname>",
             "protocol": "<protocol>",
             "username": "<username>",
             "password": "<password>"
           }
   ]

   Alternatively, you can define the data source using a URL:

   [
      {
             "database": "<database_name>",
             "url": "<URL>",
             "username": "<username>",
             "password": "<password>"
           }
   ]

3. Save servers.json.

• If you leave the option values blank, the Immerse login form loads with blank fields.

• The contents of servers.json must be formatted as an array.

Feature Flags

The feature_flags section lets you set global default settings for the Immerse user interface.

Element	Description
"ui/enable_data_catalog": "<boolean>"	Control whether the Data Catalog is enabled in Immerse. The value is true by default. Set the value to false to disable and hide the Data Catalog.
"ui/dashboard_tabs": "<boolean>"	Set to true to enable the tabbed interface for dashboards. Tabbed interface is disabled by default (false).
"ui/default_theme": "light | dark"	Set the default Immerse theme for all users. If a user has defined their own theme, that theme is used for that user's instance. If a user has not specified a theme, but the default theme is set in servers.json, that default theme is used. If no default theme is set, the system default is dark mode.
"ui/enable_brush_filter_edits_from_chart": "<boolean>"	Set to true to enable editing of Combo chart brush ranges through text input in the upper-right corner of the chart. Disabled by default (false).
"ui/enable_linked_zoom": "<boolean>"	Linked zoom is disabled by default (false). Set to true to enable linked zoom. Enabling linked zoom can impact performance.
"ui/enable_map_exports": "<boolean>"	Set to true to enable geoJSON and CSV export for Choropleth, Linemap, and Pointmap charts. Disabled by default (false).
"ui/enable_new_combo_chart": "<boolean>"	Controls whether the New Combo chart is available in Chart Editor, and also controls whether Duplicate as New Combo is available. true by default. Set to false to disable New Combo charts.
"ui/enable_unrestricted_ percentage_view_pie_chart": "<boolean>"	By default (false), Pie chart percentage labels and All Others slice options can only be toggled on for a # Records or SUM() aggregate. Set to true to allow percentage labels to be toggled on or off for any aggregate value in a Pie chart.
"ui/map_export_limit": "<number>"	Sets the limit for rows exported in map charts. Default: 100,000.
"ui/shift_to_zoom": "<boolean>"	Set to true to require that the Shift key be held down for pan/zoom actions on Combo and Map charts. By default, the Shift key is not required (false).
"ui/show_ui_config_panel": "<boolean>"	Controls visibility of the UI Settings panel for non-superusers. Panel is available by default (true). Set to false to make the panel unavailable.
"ui/show_ui_config_panel_axis_trunc": "<boolean>"	Controls visibility of Label defaults in the UI Settings panel for non-superusers. Label defaults is available by default (true). Set to false to make Label defaults unavailable.
"ui/show_ui_config_panel_color_palettes": "<boolean>"	Controls visibility of the Color palette in the UI Settings panel for non-superusers. The Color palette is available by default (true). Set to false to make the Color palette unavailable.
"ui/sticky_simple_filter_panel":"<boolean>"	Controls whether the filter panel opens in expanded view or in Simple View. false (expanded view) by default. Set to true for filter panel to open in Simple View.

Enable Custom Styles

To productize OmniSci Immerse, you can add the customStyles JSON object to servers.json. Use the customStyles elements to:

• Customize colors

• Customize the text displayed in the browser tab

• Add your own logo

• Customize the login text

• Disable the Help menu dropdown on the navigation bar

JSON Branding Elements

Element	Description
buttonPrimaryColor	Button color when inactive
buttonSecondaryHighlightColor	Button color when hovering.
colors	Hexadecimal color definitions used in charts.
custom	Custom colors, requires 11 or more colors. These are the options available in the Color by Dimension pop-up.
darkThemeLogoURL	URL to your dark mode logo. You can set different logos for light and dark mode. If no dark mode logo is configured, the logo defined in logoURL is used for both light and dark mode. Must be a browser-accessible http(s) URL, not a file system path.
disableHelpMenu	Set to true to disable Help dropdown on the navigation bar.
loginText	Specify custom text for the Immerse login page.
logoURL	URL to your logo. You can set different logos for light and dark mode. If a dark mode logo is configured in darkThemeLogoURL, the logo defined in logoURL is used for light mode only. If no dark mode logo is configured, the logo defined in logoURL is used for both light and dark mode. Must be a browser-accessible http(s) URL, not a file system path.
ordinal	4 scales, 1 or more colors each scale. Defines a range of colors that measures iterate through repeatedly. The size of the range can vary.
quantitative	4 scales, 1 or more colors each scale. Quantitative measures produce smooth, continuous gradients between each "stopping point" defined in the list of colors, in order.
secondaryButtonColor	Button color when pressed.
solid	Solid colors, requires 8 or more colors. All measures are assigned one color. The array of colors you provide defines which colors are available.
title	Text displayed in the browser tab.

Notes

• You can also set fonts and colors in the Immerse UI Settings panel. For more information, see Configuring the Dashboard User Interface.

• There are no visual design guarantees when using a large number of colors. For example, visual elements might bleed beyond borders or have an unexpected layout.

• Custom styles do not affect the settings for charts or dashboards saved before the custom styles are defined. However, you can edit existing charts and replace the colors in use to colors in your custom palette.

Full servers.json Example

The following example shows a complete servers.json file that includes customization. When you want to change any of the settings in servers.json, you must replace all settings in servers.json, even if you duplicate the default values.

[
{
   "database": "omnisci",
   "url": "localhost",
   "port": "6273",
   "username": "admin",
   "password": "HyperInteractive",
   "feature_flags": {
      "ui/default_theme": "light"
   },
   "customStyles": {
      "logoURL": "http://www.omnisci.com/docs/latest/images/3_panda.png",
      "loginText": "Log in to Panda Bear Wear Ware",
      "title": "Where Panda Bear Wear Ware Wearers Dare Care",
      "buttonPrimaryColor": "#888888",
      "buttonSecondaryColor": "#444444",
      "buttonSecondaryHighlightColor": "#000000",
      "colors": {
        "solid": [
           "#333333",
           "#555555",
           "#777777",
           "#999999",
           "#aaaaaa",
           "#cccccc",
           "#eeeeee",
           "#ffffff"
        ],
        "custom": [
           "#000000",
           "#eeeeee",
           "#222222",
           "#cccccc",
           "#444444",
           "#bbbbbb",
           "#666666",
           "#aaaaaa",
           "#333333",
           "#dddddd",
           "#111111"
        ],
        "ordinal": [
           [
              "#111111",
              "#cccccc"
           ],
           [
              "#111111",
              "#777777",
              "#cccccc"
           ],
           [
              "#111111",
              "#555555",
              "#999999",
              "#bbbbbb",
              "#eeeeee"
           ],
           [
              "#111111",
              "#333333",
              "#555555",
              "#777777",
              "#999999",
              "#bbbbbb",
              "#dddddd",
              "#eeeeee"
           ]
        ],
        "quantitative": [
           [
              "#555555",
              "#cccccc"
           ],
           [  "#111111",
              "#eeeeee"
           ]
        ]
      }
   }
}
]

This example is for the totally-not-made-up company Panda Bear Wear Ware, where you can find all of your Panda Bear Wear Ware in one lair with time to spare. There is an understandable predilection toward black, white and everything in between on their color palette.

The first section contains branding information for their OmniSci Immerse instance.

"logoURL": "http://www.omnisci.com/docs/latest/images/3_panda.png",
"loginText": "Log in to Panda Bear Wear Ware",
"title": "Where Panda Bear Wear Ware Wearers Dare Care",
"buttonPrimaryColor": "#888888",
"buttonSecondaryColor": "#444444",
"buttonSecondaryHighlightColor": "#000000",

The logo, labeling, and button colors are visible at the dashboard level.

The Solid palette colors all items in Line, Pie, Bar, and other charts with one color. You can define the array of available colors.

      "colors": {
        "solid": [
           "#333333",
           "#555555",
           "#777777",
           "#999999",
           "#aaaaaa",
           "#cccccc",
           "#eeeeee",
           "#ffffff"
        ],

The Ordinal palette defines a range of colors that are iterated repeatedly in a chart with many values. You can define multiple ranges from which to select.

"        ordinal": [
           [
              "#111111",
              "#cccccc"
           ],
           [
              "#111111",
              "#777777",
              "#cccccc"
           ],
           [
              "#111111",
              "#555555",
              "#999999",
              "#bbbbbb",
              "#eeeeee"
           ],
           [
              "#111111",
              "#333333",
              "#555555",
              "#777777",
              "#999999",
              "#bbbbbb",
              "#dddddd",
              "#eeeeee"
           ]
        ],

For example, a Pie chart can cycle through colors on the Ordinal palette to color each segment.

The Custom palette populates the Custom and Color By Dimension pop-ups, allowing you to assign specific colors to one or more values.

        "custom": [
           "#000000",
           "#eeeeee",
           "#222222",
           "#cccccc",
           "#444444",
           "#bbbbbb",
           "#666666",
           "#aaaaaa",
           "#333333",
           "#dddddd",
           "#111111"
        ],

The Quantitative palette gives a range of two or more colors. Values are expressed as a gradient on a continuum between the colors you define. You can create multiple value sets.

        "quantitative": [
           [
              "#555555",
              "#cccccc"
           ],
           [  "#111111",
              "#eeeeee"
           ]
        ]

Enable Custom Basemap Styles for Geo Charts

If you work extensively with geospatial data, you might need to use basemap styles that are different than those provided by Immerse. By modifying servers.json, you can use custom map styles created with Mapbox Studio, as well as third-party OGC-compliant raster tile sources.

To use different basemap styles, add the mapboxCustomStyles property, and then define the source.

Note: Entering a source incorrectly can result in unexpected behavior in the geo charts, or cause Immerse to not load. Make sure that mapboxCustomStyles is an array, and that the objects in the array have label and value properties. To avoid errors, consider using a JSON validator like JSON Lint to make sure the code is correctly formatted before starting Immerse.

The following example syntax shows how to add custom base maps using the mapboxCustomStyles property, in the following order:

• A custom map style created in Mapbox Studio and hosted on mapbox.com.

• A basemap style hosted on a Mapbox Atlas Server.

• A third-party OGC-compliant raster tiles source not affiliated with Mapbox. This source must adhere to the Mapbox Style Specification.

[
  {
        "database": "<database>",
        "password": "<password>",
        "url": "<omnisciserver>",
        "port": "<port_number>",
        "username": "<username>",
        "mapboxCustomStyles": [
          {
                "label": "custom-mapbox-studio-source",
                "value": "mapbox://styles/omnisci/<mapbox-studio-style-id>"
          },
          {
                "label": "mapbox-atlas-source",
                "value": "http://<domain>:<port>/pages/<style_name>/<style_name>.json"
          },
          {
                "label": "3rd-party-raster-source",
                "value": {
                  "version": 8,
                  "sources": {
                          "openstreetmap": {
                                  "type": "raster",
                                  "tiles": [
                                          "http://a.tile.openstreetmap.org/{z}/{x}/{y}.png",
                                          "http://b.tile.openstreetmap.org/{z}/{x}/{y}.png"
                                  ],
                                  "tileSize": 256
                          }
                  },
                  "layers": [{
                          "id": "openstreetmap",
                          "type": "raster",
                          "source": "openstreetmap",
                          "minzoom": 0,
                          "maxzoom": 22
                  }]
                }
          }
        ]
  }
]