Provided below is the list of system settings available in bpm’online.
Common
[Basic calendar] – sets the default calendar.
•This system setting is used in bpm’online customer center and bank customer journey if another calendar is not specified in the service.
•This system setting is used in bpm’online service eneterprise if another calendar is not specified on the service page in the service agreement or on the service agreement page.
Type: lookup Default value: Basic calendar
[Workspace version] – current workspace version. Type: text (50 characters).
[Caption for communication options block on login page] – is used for defining the caption for the login page block that contains the communication options. Type: text (50 characters).
[Caption for useful links block on login page] – is used for defining the caption for the login page block that contains the links. Type: text (50 characters).
[Notification monitor] – is used for setting the frequency of checking for the new notifications. The value of this system setting is specified in milliseconds (ms). Type: integer Default value: 300000 ms (5 minutes).
[Number of records in Excel export batch] – changing this value affects the speed of exporting large numbers of records to Excel and the amount of memory used.
[Encoding for export to CSV file] – is designed for determining the encoding used for exporting data to a CSV file. Type: text (500 characters). Value by default: windows-1251.
[SysProcessLog archiving records count] – specifies the number of records of the [Process log] section that will be archived at a time according to the frequency of log records archiving, which is specified in the [SysProcessLog archiving frequency minutes] system setting. Type: integer Default value: 500.
[Logo] – contains logo that is displayed on the login page. The bpm’online logo is displayed by default, but you can upload the logo of your company. PNG is the recommended image format. Type: image.
[Upper panel logo] – is used to upload an image that will be displayed on the top of the bpm’online pages. The bpm’online logo is displayed by default, but you can upload the logo of your company. PNG is the recommended image format. Type: image.
[Logo in menu section] – is used to upload an image that will be displayed on the top of the page of the main bpm’online menu (it is opened by default, when logging in to the system). The bpm’online logo is displayed by default, but you can upload the logo of your company. PNG is the recommended image format. Type: image.
[Product name] - is used to form the header of the browser tab with the opened bpm’online application. Type: text (250 characters). Default value: bpm’online.
[Case email body maximum length] – maximum number of characters from email, that will be displayed in the [Description] field of the case. Type: integer Default value: 600 characters.
[Maximum number of records imported from Excel] – maximum number of records that can be imported from an Excel file. Type: integer Default value: 2000.
[Maximum number of process item repetitions] is used to determine the maximum number of times the same process item can be run during a process. Type: integer Default value: 100.
[Attachment max size] – determines the maximum size of a file that can be added to the [Attachments] detail in system sections. The value of this system setting is specified in megabytes (MB). Type: integer Default value: 10 MB.
The [Minimum characters necessary to filter list] system setting determines the minimum number of characters that will be sufficient to filter records in the drop-down list of the lookup field. When you type the needed value directly in the lookup field (without opening the lookup), a drop-down list opens, containing the values that match the characters entered. The minimum number of characters sufficient to display the drop-down list is defined by this system setting. Type: integer Default value: 3.
[Display pop-up window message] – is used to manage the browser toolbars display in the bpm’online pop-up windows. In bpm’online, pop-up windows are used in system setup window to open designers, system setup cards, lookup windows, etc. Type: Boolean. Default value: “Off”.
[Display welcome window upon login] – controls the display of the welcome window. Allows you to disable the welcome page when the user logs into the system. Type: Boolean. Default value: “On”.
[Process log archiving period(days)] – specifies the number of days after which a new process record is archived. Type: integer Default value: 30 days.
[Separator for export to CSV file] – is designed to specify separator used when exporting data to a CSV file. Type: text (500 characters). Default value: semicolon.
[String columns filter] – type of search operator that is used to filter the records of the “lookup” field. Type: integer Default value: 1. The field can have one of two values:
0 – searched record must begin with the specified string.
1 – searched record must contain the specified string.
[SysProcessLog archiving frequency minutes] – specifies the archiving frequency in minutes. Type: integer Default value: 5 minutes.
Business processes
Bpm’online business processes can be replaced by user-generated schemas. There are several settings that define whether user-generated or pre-configured processes must run when the corresponding command is selected.
[Process of adding invoice based on order] – process that starts when selecting the “Add invoice based on order“ command on the order page. Type: lookup Default value: Adding invoices based on order Found in all bpm’online products where the [Invoices] and [Orders] sections are available.
[Process of adding order based on opportunity] – process that starts when selecting the “Add order based on opportunity“ command on the opportunity page. Type: lookup Default value: Add order based on opportunity. Found in all bpm’online products where the [Invoices] and [Orders] sections are available.
[Corporate sale process] – process that starts when selecting the “Run corporate sales process“ command on the opportunity page. Type: lookup Default value: Corporate sale. Available in all bpm’online products where the [Opportunity] section is available.
How to send emails
The lookup is available in bpm’online sales enterprise, service enterprise, customer center, bank customer journey and CRM-bundles.
[Customer service Email] – contains the email address that receives automatic notifications of new cases that have been created on the self-service portal, and it is also used to send notifications to customers about their cases status. Type: text (250 characters).
[Website URL] is the URL-address of a web page, which automatically redirects the user after affixing the evaluation of the service quality on this appeal. Type: text (250 characters).
[SMTP server login] – full email address from which clients receive notifications about case status or Self Service Portal registration. Type: Unlimited length string
[SMTP server password] – password of email specified in the [SMTP server login] setting. Type: Unlimited length string
[SMTP server name or IP] – coordinates of outgoing emails SMTP server To fill this setting, please see your mail provider's documentation. Type: Unlimited length string
[SMTP server port] – SMTP-server port that is used to send mail. To fill this setting, please see your mail provider's documentation. Type: integer
[Use SSL] – used for Secure Sockets Layer protocol support The possibility of SSL protocol usage please see in your mail provider's documentation. Type: Boolean.
[Logo rating value not found] – used to specify the logo that will appear on the web page, to which the user is automatically redirected after he has rated the quality of service on this case. This logo is displayed in case of incorrect settings of the rating range. Standard logo is displayed by default, but you can upload a custom one. PNG is the recommended image format. Type: image.
[Logo case not found] – used to specify the logo that will appear on the web page, to which the user is automatically redirected after he has rated the quality of service on this case. Displayed in case of invalid case number or if this case was deleted in the system. Standard logo is displayed by default, but you can upload a custom one. PNG is the recommended image format. Type: image.
[Logo already rated] – used to specify the logo that will appear on the web page, to which the user is automatically redirected after he has rated the quality of service on this case. The logo is displayed if the case is closed or if the case [Rating] field is already filled in. Standard logo is displayed by default, but you can upload a custom one. PNG is the recommended image format. Type: image.
[Logo thank you for rating] – used to specify the logo that will appear on the web page, to which the user is automatically redirected after he has rated the quality of service on this case. Standard logo is displayed by default, but you can upload a custom one. PNG is the recommended image format. Type: image.
How to send bulk email
The functionality is available in bpm’online marketing and CRM bundles.
[Enable logging of the received WebHooks] – specifies whether to log responses of the recipients in the system. Lof4net tool is used for logging. The log can be used by developers to debug the system. Type: Boolean. Default value: “Off”.
[External URL of the application used to receive WebHooks] – an Internet address for receiving feedback from recipients. The value of the system setting is specified, if during the system installation, the traffic routing has been configured using the firewall. Type: text (500 characters).
[External URL of the application used to receive requests to unsubscribe from bulk email] – an Internet address to accept requests to unsubscribe from bulk email. When unsubscribing a parameter with the key value that is used to unsubscribe is added to this address. For example, if the value of the system setting is “http://www.site.com/unsubscribe” then the actual unsubscribe link is “http://www.site.com/unsubscribe?key=0123456789”. The system setting value is specified, if during the system installation, the traffic routing has been configured using the firewall. Type: text (500 characters).
[Statistics collection period for bulk email (in hours)] – the period displayed in the chart of clicks of the [Bulk email dashboards] tab of the bulk email page. Specified in hours. Type: integer Default value: 48.
[Recipient contact for Email testing] – the contact whose data will be substituted in the test email message as values for macros when running the [Send test email] of the [Email] section. Type: lookup
[Unsubscribe user from all bulk email] – specifies whether to automatically select the [Do not use Email] checkbox for those contacts who have unsubscribed from bulk email. Type: Boolean. Default value: “On”.
[Time period (days) to update bulk emails statistics] – determines the period during which the final response is recorded for each contact who participated in a bulk email. Any responses received from the contacts after the period is over will not affect the bulk email statistics. The value is specified in days. Field type: integer Default value: 30.
[Website to redirect unsubsribed users] – a web page address, to which a user is automatically redirected, when he unsubscribes from bulk email. Type: text (500 characters).
[Bulk email frequency] – the frequency with which the system checks for launched bulk emails, where the sending launch time has already come. The value of the system setting is specified in minutes. Field type: integer Default value: 1.
[Domains tracked by Google Analytics (comma separated)] – websites addresses, which statistics will be tracked using Google Analytics. The values are entered separated by commas. Type: text (250 characters).
[Enable option “System email”] – used to show/hide the [System email] checkbox on the [Parameters] tab of the bulk email page. This checkbox enables using the [Email] section for sending “system emails”. System emails ignore the “Do not use email” checkbox value on the contact's [Communication channels] tab. Field type: Boolean. Default value: “true”.
[Prevent to send duplicated emails to recipients with the same address] – if enabled, bpm’online will identify duplicate email addresses in bulk email audiences and will send only one email per unique address. The contact for whom the email will be personalized is selected randomly among those with duplicate email addresses. Type: Boolean. Default value: “Off”.
Approving procedure
[Send email message if approval is required] – used to manage automatic sending of emails to approvers. If the checkbox is selected, then the approvers will receive an email message in addition to the standard notification (the [Approvals] tab of the communication panel) when a document is sent for approval. Type: Boolean. Default value: “Off”.
[Mailbox for sending email with information on approval] – email account from which the notifications about approvals will be sent. You can select any email account registered in the system. Type: lookup
[Invoice approving process] – the business process that is launched when an invoice is sent for approval. Type: lookup Default value: “Invoice approving”. Available in bpm’online products containing the [Invoices] section.
[Order approving process] – the business process that is launched when an order is sent for approval. Type: lookup Default value: “Order approving”. Available in bpm’online products containing the [Orders] section.
[Document approving process] – the business process that is launched when sending a document for approval. Type: lookup Default value: “Order approval” Available in bpm’online products containing the [Contracts] section.
[Email template for sending invoice approval information] – the template of the email message that is automatically sent to the approver user or user group when an invoice is sent for approval. To add and edit templates, use the “Email message templates” lookup. Type: lookup Default value: “Template of new invoice approval notification”. Available in bpm’online products containing the [Invoices] section.
[Email template for sending order approval information] – the template of the email message that is automatically sent to the approver user or user group when an order is sent for approval. To add and edit templates, use the “Email message templates” lookup. Type: lookup Default value: “Template of new order approval notification”. Available in bpm’online products containing the [Orders] section.
[Email template for sending document approval information] – the template of the email message that is automatically sent to the approver user or user group when a document is sent for approval. To add and edit templates, use the “Email message templates” lookup. Type: lookup Default value: “Template of new contract approval notification”. Available in bpm’online products containing the [Contracts] section.
These settings are available in select bpm’online products.
System settings of this group are used to generate and assign numbers to records automatically, for example, invoice codes or account numbers. There are two types of settings: one specifies the static text (mask) of the number, and another one is used for saving the last generated number. For example, to generate a knowledge base article code like “Article-23”, where 23 is the current number of the invoice, enter the following mask: Knowledge base article-{0}.
Auto numbering is enabled for the following objects:
•“Document” – via the [Document number mask] and [Current number of document] system settings.
•“Contract” – [Contract number mask] and [Current contract] settings:
•“Account” – via the [Account code mask] and [Current number of account] system settings.
•“Knowledge base article” – via the [Knowledge base article number mask] and [Current number of knowledge base article] system settings.
•“Invoice” – via the [Invoice number mask] and [Current number of invoice] system settings.
•“Case” – via the [Case number mask] and [Current number of case] system settings.
•“Service contract” – [Service contract number mask] and [Service contract current number] system settings.
•“Operation” – via the [Operation number mask] and [Current number of operation] system settings.
•“Request” – [Request number mask] and [Current request number] system settings.
•“Issue” – via the [Issue number mask] and [Current number of issue] system settings.
•“Change” – via the [Change number mask] and [Current number of change] system settings.
•“Release” – via the [Release number mask] and [Current number of release] system settings.
•“Order” – via the [Order number mask] and [Current order number] system settings.
The [Mask number...] system setting is used during the process of generating the number or code of record when it is created. With the help of this setting you can specify a static text (mask) preceding or following the numeric value of number or code. Type: text (500 characters).
The [Current number of...] system setting is used for generating the number or code of record when it is created. Stores the numeric component of the last created record. Type: integer
Administration
[Company licensing Id] – stores the unique identifier of your company that is used for licensing purposes. Company Id is provided when purchasing licenses. Type: text (500 characters).
[Joined objects administering] – used to manage access when viewing information from one of the joined objects. For example, when viewing information about primary contact (like job responsibility or birth date) from the [Accounts] section. Type: integer Default value: 0. This system setting can have one of the following values:
0 – show data only from those records in the joined object for which the current user has access;
1 – show data only from those records in the joined object for which the current user has access. In case the user does not have access to a record, show data from the primary displayed column;
2 – show data from all records of joined object, regardless of whether or not the user has access to them.
Attention!
If the current user doesn't have the access to the “Read” operation for the object that contains the connected record, then the data of the connected object will not be displayed regardless of the value of the [Joined objects administering] system setting.
Managing passwords
[Show message about locking account during logging in], [Show message about incorrect password during logging in] – the settings manage a message that is displayed when entering an incorrect username or password. The displayed value depends on the value of both settings. Type: Boolean. Default value: “Off”.
If the “off” value is set for both settings, then when entering an incorrect password of username, the standard message is displayed: “Either invalid username or password specified, or your user account is inactive”.
If the “on” value is set for both settings:
•If you enter an incorrect username, the “You have entered an incorrect username or password” message is displayed.
•If an incorrect password has been entered for the existing user, the message will be “You have entered incorrect password”.
•If a locked user tries to authorize to the system, the message will be “You user account is locked”.
If only the [Show message about locking account during logging in] setting is on:
•If an incorrect username or password is entered for the existing user, the message will be “You have entered incorrect username or password”.
•If a locked user tries to authorize to the system, the message will be “You user account is locked”.
If only the [Show message about incorrect password during logging in] system setting is on:
•If an incorrect username has been entered, the message will be “You have entered incorrect username or your user account is locked”.
•If an incorrect password has been entered for the existing user, the message will be “You have entered incorrect password”.
•If a locked user tries to authorize to the system, the message will be “You have entered incorrect username or your user account is locked”.
[Quantity of unsuccessful login attempts for warning message] – the number of attempts to enter the correct password that must be reached to display the message about the number of attempts left for the user before they are locked. If the “0” value is set for the system setting, the message is not displayed. Type: integer Default value: 0.
[Quantity of login attempts] – number of unsuccessful attempts to enter the correct password. If the number of login attempts exceeds, the user account will be locked for the time period specified in the [User locking time] system setting. If the “0” value is set for the system setting, the number of attempts is unlimited. Type: integer Default value: 0.
[Password validity term, days] – the number of days since the password was created or edited after which the user must change the password. The password is changed when logging in to the system. If the “0” value is set for the system setting, the password never expires. Type: integer Default value: 0.
[Reminder about password change, days] – if the specified quantity of days or less is left for the password to be expired, then when you attempt to authorize, the system displays the message about the number of days left until the password must be changed and offers to open the password change page. If the “0” value is set for the system setting, the message is not displayed. Type: integer Default value: 0.
[Quantity of analyzed passwords] – the number of previous user passwords that must not match the new one. When you enter a password that matches one of the previous passwords, the system will display the message containing the number of previous passwords that must not match the new password. Once the password is changed, the previous password will be saved in the system. If the “0” value is set for the system setting, the new password can be identical to the previous one. Type: integer Default value: 0.
[User locking time] – the time period (in minutes) during which the user will not be allowed to log in to the system once the number of attempts to enter the password is exceeded. If the “0” value is set for the system setting, the user will not be locked. Type: integer Default value: 0.
Password strength settings define the requirements that must be met by the created or changed system user password. The following settings define these requirements:
•[Password complexity: minimum length] – minimum number of characters in the password. Type: integer Default value: 0.
•[Password complexity: minimum number of lower case characters] – minimum number of lowercase letters. Type: integer Default value: 0.
•[Password complexity: minimum number of upper case characters] – minimum number of uppercase letters in the password. Type: integer Default value: 0.
•[Password complexity: minimum number of digits] – minimum number of digits in the password. Type: integer Default value: 0.
•[Password complexity: minimum number of special characters] – minimum number of special symbols that are not letters or digits (#, %, &, !, ?, etc.) Type: integer Default value: 0.
Values by default
These settings are available in select bpm’online products.
[Attachments and notes default icon] – icon that is used in the tile view on the [Attachments] detail for the files, whose type is undefined in the [Files resolutions] lookup. Type: lookup Default value: default.
[Document status by default] – specifies a default status for new documents. Type: lookup Default value: Planned.
[Lead status by default] – specifies a default status for new leads. Type: lookup Default value: New.
[Invoice payment status by default] – specifies a default payment status for new invoices. Type: lookup Default value: Not issued.
[Order delivery status] – specifies a default status for a new order delivery. Type: lookup Default value: Planned.
[Order payment status by default] – specifies a default payment status for new orders. Type: lookup Default value: Planned.
[Order status by default] – specifies a default status for new orders. Type: lookup Default value: 1. Planned.
[Default unit of measure] – specifies a default unit of measure for a new product. Type: lookup Default value: number.
[Change source by default] – specifies a default source for new changes. Type: lookup Default value: Project
[Change category by default] – specifies a default category for new changes. Type: lookup Default value: Normal.
[Case closure code by default] – specifies a default code for closed cases. Type: lookup Default value: Full solution provided.
[Change priority by default] – specifies a default priority for new changes. Type: lookup Default value: Average
[Case status by default] – specifies a default status for new cases. Type: lookup Default value: Average
[Release priority by default] – specifies a default priority for new releases. Type: lookup Default value: Average
[Case source by default] – specifies a default status for new cases. Type: lookup Default value: Call (in bpm’online customer center, service enterprise and CRM-bundles) or Personal visit (in bpm’online bank customer journey and CRM-bundles).
[Default service agreement] – base service agreement used for response time calculation and permission for the strategy that accounts service agreement or in case it’s absence, for case contact or account Type: lookup Default value: Service contract by default.
[Change status by default] – specifies a default status for new changes. Type: lookup Default value: New
[Configuration unit status by default] – specifies a default status for new configuration units. Type: lookup Default value: In use.
[Case status by default] – specifies a default status for new cases. Type: lookup Default value: New
[Issue status by default] – specifies a default status for new issues. Type: lookup Default value: New
[Release status by default] – specifies a default status for new releases. Type: lookup Default value: Planned.
[Service status by default] – specifies a default status for new statuses. Type: lookup Default value: Provided.
[Service contract status by default] – specifies a default payment status for new service contracts. Type: lookup Default status: Active.
[Overdue cases check period, minutes] – used to determine the frequency of overdue cases checking in the system. Overdue case has the date of planned reaction or planned resolution less than the current date and the date of actual reaction or the actual resolution is not specified. As a check result, the checkbox is selected in the [Reaction overdue] or [Resolution overdue] column on the case page. The setting value is set in minutes. Type: integer Default value: 2.
[Release type by default] – specifies a default type for new releases. Type: lookup Default value: Low.
[Service contract type by default] – specifies a default type for new service contracts. Type: lookup Default value: SLA
[Case support level by default] – specifies a default support level for new cases. Type: lookup Default value: 1st line.
[Change purpose by default] – specifies a default purpose for new changes. Type: lookup Default value: Standard changes.
[Base price list] – specifies a price list the product price is determined by. Type: lookup Default value: Base.
Configuration
[Repository URI by default] – contains the path to the package repository that is used in the system by default. The default path is used if the path to the package repository hasn't been specified. Type: text (500 characters).
[Base card page - aggregate column] – card page for aggregate columns used in the columns setup window. Type: lookup Default value: Aggregate column setup.
[Base column card page] – card page for standard columns used in the columns setup window. Type: lookup Default value: Aggregate column setup.
[Base lookup card page] – used when registering lookups. This system setting determines the page to be used as a base page for cards of standard lookups. Type: lookup Default value: Base lookup card page.
[Base lookup page] – used when registering lookups in the system. Using this system setting you can specify the base page for displaying lists of records in standard lookups, as well as when opening a window for any lookup in the system. Type: lookup Default value: Lookup page.
Note
Lookups are registered in the [Lookups] section.
[Current package] – the package that contains all changes made to the structure of the system sections by the section wizard. These can be, for example, changes associated with adding columns to the section object or adding a new section to the system. Type: lookup In this system setting a [Custom] package is set by default If the modifications that made in the section wizard need to be moved to another application, the current package must be changed. In this case select in lookup field [Value by Default] a package that you are going to move.
[Mobile application manifest] – used to specify the name of the XML file that describes the mobile application. If multiple manifests are specified, their names are separated with the “;” symbol. Type: text (50 characters).
[Calendar start date] – set the start date for the time period in user calendar. Type: integer Default value: 0
[Calendar end date] – set the end date for the time period in user calendar. Type: integer Default value: 24
[Solution items can be saved without locking] – use this system setting to enable or disable saving changes in an unlocked solution item. You can enable this system setting when, for example, only one developer handles all the workspace. Type: Boolean. Default value: “Off”.
[Package repository path] – path to a repository folder that contains updated base workspace packages. The system setting is used when updating workspace version. The value of this system setting is provided by the support service. Type: text (500 characters).
[Display С# compiler warnings when compiling workspace] – level of С# compiler warnings that will be displayed when compiling workspace files. Type: integer Default value: 2.
[Ability to commit custom package to repository] – defines whether the packages added by the users can be committed to the repository. Type: Boolean. Default value: “On”.
[Publisher] – is used to identify a party that makes changes to the workspace. The publisher name is assigned to each package separately. You can edit only packages that have been published by your company. The setting is used for developing user workspaces for the third parties. Type: text (250 characters).
[Maximum number of data strings to be bound to package] – if the number of the bound records reaches the system setting value when binding the data to the package, the corresponding message will be displayed and the data binding should be confirmed. Type: integer Default value: 100.
Note
Binding a lot of data to the package can take a long time.
Finances
[Base currency] – defines a base currency used for financial calculations in the system. Type: lookup Default value: Euro.
[Default tax] – specifies default tax to be used when adding a product. Type: lookup Default value: VAT. Found in bpm’online sales enterprise, sales commerce, sales team and the CRM-bundle.
[Price includes tax] – this system setting determines the taxation method when calculating products cost. Type: Boolean. Default value: “On”. Found in bpm’online sales enterprise, sales commerce, sales team and the CRM-bundle.
Global search
[Global search default entity weight] – allows to increase the display priority of the search results that display records of the section where the search was performed. For example, if you enter a search query from the [Contacts] section, the records of this section will appear first in the list.
[Global search default primary column weight] – allows to increase the display priority of the specific search results. It applies for records that have the value specified in the primary column matched the search query(for example, the [Full name] is a primary column for the contact and the [Name] is a primary column for the account). If the search query matches the value in the primary column of the record, this record will be displayed at the top of the list of search results.
[Display search results with partial match] – enables displaying search results taking morphology, typos and fuzzy matches into account. Type: Boolean. Default value: “Off”.
Duplicate search
[Date of last duplicates search by contacts] – date and time of the last search for duplicate records in the [Contacts] section. Type: date/time.
[Date of last duplicates search by accounts] – date and time of the last search for duplicate records in the [Accounts] section. Type: date/time.
The settings in this group are used to synchronize users with the LDAP server.
Attention!
We recommend that you use the LDAP synchronization setup window for LDAP synchronization setup.
LDAP connection settings
[LDAP server name or IP] – address used to connect to the LDAP server. Type: text (50 characters).
[LDAP authentication type] – the authentication type that is used when authorizing the LDAP users. For example, Ntlm, Anonymous, Basic, etc. Type: lookup.
[LDAP server login] – user login for connecting to the LDAP server. For example, it could be the system administrator domain name. Type: text (50 characters).
[LDAP server password] – user password for connecting to the LDAP server. For example, the system administrator's domain password. The password data is encrypted. Type: encrypted string.
User synchronization settings
[Name of attribute, which contains LDAP user full name] – attribute of entry in the LDAP directory,containing the full name of a user. For example, this can be the “name” attribute. Type: text (50 characters).
[Name of attribute, which contains LDAP user login] – attribute of entry in the LDAP directory, containing the domain login of a user. For example, “AccountName”. Type: text (50 characters).
[Name of attribute to identify LDAP user] – any attribute of entry in the LDAP directory whose value is unique for each entry. The value of this attribute is used as a unique identifier of records, when synchronizing users. For example, in Active Directory it could be “objectSid”. Type: text (50 characters).
[LDAP entry, which contains list of LDAP users] – unique name (distinguishedName, DN) of an entry in the LDAP directory organization structure (folders, groups, etc) that contains user-type entries. For example, “CN=Users,DC=example,DC=com”. If the directory contains a number of such entries, specify the unique name of their mutual parent entry. Type: text (50 characters).
[Condition to form list of LDAP users] – filter used to select LDAP entries for user synchronization. For example, for Active Directory this filter expression can be as follows:
“(&(objectClass=user)(objectClass=person)(!objectClass=computer)(!userAccountControl:1.2.840.113556.1.4.803:=2))”.
Type: text (50 characters).
[Name of attribute, which contains company of LDAP user] – attribute of entry in the LDAP directory that contains the place of work of the user. Used when importing users from LDAP to automatically fill in the [Account] field in the contact page. Type: text (250 characters).
[Name of attribute, which contains email of LDAP user] – attribute of entry in the LDAP directory that contains the email of the user. Used when importing users from LDAP directory to automatically fill in the [Email] field in the contact page. Type: text (250 characters).
[Name of attribute, which contains phone number of LDAP user] – attribute of entry in the LDAP directory that contains the phone number of the user. Used when importing users from LDAP directory to automatically fill in the [Business phone] field in the contact page. Type: text (250 characters).
[Name of attribute, which contains job title of LDAP user] – attribute of entry in the LDAP directory that contains the job title of the user. Used when importing users from LDAP directory to automatically fill in the [Job title] field in the contact page. Type: text (250 characters).
Folder synchronization settings
[Name of attribute, which contains LDAP group name] – attribute of entry in the LDAP directory that contains the name of the user group. For example, the “cn” attribute in Active Directory. Type: text (50 characters).
[Name of attribute to identify LDAP group] – attribute of entry in the LDAP directory whose value is unique for all entries. The value of this attribute is used as a unique identifier of records, when synchronizing groups. For example, in Active Directory it could be “objectSid”. Type: text (50 characters).
[LDAP entry, which contains list of LDAP groups] – unique name (distinguishedName, DN) of an organization structure item in the LDAP directory containing user group entries. For example, “CN=Groups,DC=example,DC=com”. If the directory contains a number of such entries, specify the unique name of their mutual parent entry. Type: text (50 characters).
[Condition to form list of LDAP groups] – filter used to select LDAP entries for group synchronization. For example, for Active Directory this filter expression can be as follows:
“(&(objectClass=group)(!userAccountControl:1.2.840.113556.1.4.803:=2))”
Type: text (50 characters).
[Condition to form list of LDAP users in group] – search filter that determines what users belong to which groups. For example: “(memberOf=[#LDAPGroupDN#])”. Use the following variables to specify filter parameters:
•[#LDAPGroupDN#] – unique name (Distinguished Name) of the group being searched;
•[#LDAPGroupName#] – name of the group. This variable will contain the value specified in the [Group name] field in the synchronization setup window;
•[#LDAPGroupIdentity#] – unique id of the searched folder. The variable will contain the value of the attribute specified in the [Unique identifier of group] field of the LDAP synchronization setup window.
Type: text (50 characters).
Additional LDAP synchronization settings
[Name of attribute, which contains date of LDAP entry modification] – attribute of entry in the LDAP directory, which contains the date and time of the last modification of the entry in the “generalized time” format. Used for identifying new users in the LDAP group during the synchronization. Type: text (50 characters). Default value: whenChanged.
[Interval for LDAP synchronization] – time between LDAP synchronization sessions, specified in hours. Type: integer Default value: 1.
[Date of last synchronization with LDAP] – date and time of the last synchronization session. The value of this system setting is updated automatically. It is not recommended to edit it manually. This system setting is used for the automatic LDAP synchronization. Type: date/time.
Integration with external resources
The [Integration with external resources] system setting is used to register the application in the social networks and Google. Three system settings are used for each registration: “Application registration page”, “Access key”, and “Secret access key”. The “Application registration page” contains the address of an external resource that is used for registration, for example, “https://code.google.com/apis/console/”.
The procedure of obtaining values for the “Access Key” and “Secret Access Key” system settings of this folder is explained when describing the procedure of signing up the application to social networks and Google.
Integration with message services
[Default messages exchange library] – defines the telephony integration library that is used by default. Type: lookup
[Quantity of records in “Recent” list] – determines the number of records that is displayed on the [Recent] detail of the CTI window. Type: integer Default value: 10.
Cases
The lookup is available in bpm’online sales enterprise, service enterprise, customer center, bank customer journey and CRM-bundles. These settings are available in select bpm’online products.
[1st line of support] – determines what pre-configured user group corresponds to the “1st line of support” value of the “Roles in the service team” lookup. Used in the incident management process in case of incident escalation. Type: lookup Default value: “1st line of support”
[2nd line of support] – determines what pre-configured user group corresponds to the “2nd line of support” value of the “Roles in the service team” lookup. Used in the incident management process in case of incident escalation. Type: lookup Default value: “2nd line of support”
[3rd line of support] – determines what pre-configured user group corresponds to the “3rd line of support” value of the “Roles in the service team” lookup. Used in the incident management process in case of incident escalation. Type: lookup Default value: “3rd line of support”
[Create cases for junk emails] – determines whether to create cases for email from the addresses and domains specified in the lookup [Blacklist of email addresses and domains for case registration] Type: Boolean. Default value: “Switched of” (flag removed)
[Junk cases default status] – determines the default status for cases registered for emails and domains specified in the lookup [Blacklist of email addresses and domains for case registration] Type: lookup Default value: “Canceled”
[Automatically create new contacts for unknown email addresses] – defines weather to create a new contact when registering a case from unknown email. Type: Boolean. Default value: “Enabled” (checkbox is checked).
[Number of waiting days to reevaluate resolved case] – after a case is resolved and case evaluation email is sent, bpm’online will wait for case evaluation from the case client for the specified number of days before sending a second reminder. Type: integer Default value: 1.
[Number of waiting days after second reminder of resolved case] – after sending a case evaluation email for the second time, bpm’online will wait for the specified number of days before closing the case. Type: integer Default value: 1.
Applications
Set up the pre-header (in bpm’online marketing and CRM-bundles)
[Roles of participants] – determines the role of a transaction participant which is specified in the [Client] field. Type: lookup Default value: Borrower
[Registration document types] – determines the primary identity document for a contact. Type: lookup Default value: “National passport”.
mobile
Set up the pre-header (in bpm’online marketing and CRM-bundles)
[Check-in verification range] – defines a distance that is the allowable discrepancy (in meters) between the coordinates of the employee and the actual coordinates of the check-in. Specified distance will be used for check-in verification.
[Use last known location of user] – a system setting enabling a mobile device to use the latest cached employee’s location and save it as check-in location if the actual check-in coordinates are unknown. Type: Boolean. Default value: “On”.
Video tutorials
•Managing system settings and lookups
