System settings description

Provided below is the list of system settings available in bpm’online.

Common

[Base personal calendar] (BaseUserCalendar) – sets the default calendar.

• This system setting is used in bpm’online customer center and bank customer journey if another calendar is not specified on the service page.

• This system setting is used in bpm’online service enterprise if another calendar is not specified on the service page in the service agreement or on the service agreement page.

Type: lookup. Default value: Default calendar.

[Configuration version] (ConfigurationVersion) – current workspace version. Type: text (50 characters).

[Caption for communication options block on login page] (LoginPageCommunicationBlockCaption) – contains the caption for the login page block that contains the communication options. Type: text (50 characters).

[Caption for useful links block on login page] (LoginPageLinksBlockCaption) – contains the caption for the login page block that contains the links. Type: text (50 characters).

[Notification monitor] (RemindingsCheckInterval) – sets the frequency of checking for 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] (ExcelExportBatchSize) – changing this value affects the speed of exporting large numbers of records to Excel and the amount of memory used.

[SysProcessLog archiving records count] (ProcessLogArchivingRecordsCount) – 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] (LogoImage) – contains the logo displayed on the login page. Bpm’online logo is displayed by default, but you can upload a different image. PNG is the recommended image format. Type: image.

[Upper panel logo] (HeaderLogoImage) – contains the image displayed at the top of bpm’online pages. Bpm’online logo is displayed by default, but you can upload you can upload a different image. PNG is the recommended image format. Type: image.

[Logo in main menu] (MenuLogoImage) – contains the image that will be displayed at the top of the page of the bpm’online main menu (opens by default upon first login). Bpm’online logo is displayed by default, but you can upload a different image. PNG is the recommended image format. Type: image.

[Product name] (ProductName) - sets 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] (EmailBodyForCaseMaxLength) – sets the maximum number of characters from email, that will be displayed in the [Description] field of the case, created automatically from that email. Type: integer. Default value: 600 characters.

[Maximum number of records to import from Excel] (MaxImportExcelRecordCount) – limits the maximum number of records that can be imported from an Excel file. Type: integer. Default value: 2000.

[Maximum number of process item repetitions] (MaxProcessLoopCount) –  limits the maximum number of times the same process item can be run during a process. Type: integer. Default value: 100.

[Attachment max size] (MaxFileSize) – sets 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.

[Minimum characters necessary to filter list] (StringColumnSearchMinCharCount) – 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] (ShowBrowserPopupWindowToolbars) – enables or disables browser toolbars in the bpm’online pop-up windows. In bpm’online, pop-up windows are used in system setup window to open designers, pages, lookup windows, etc. Type: Boolean. Default value: “Off”.

[Use welcome window] (UseWelcomeScreen) – enables or disables the welcome page when the user logs into the system. Type: Boolean. Default value: “On”.

[Process log archiving period (days)] (ProcessLogArchivingPeriod) – specifies the number of days after which a new process record is archived. Type: integer. Default value: 30 days.

[String column filter] (StringColumnSearchComparisonType) – sets the type of search operator used to filter the records in lookup fields. Type: integer. Default value: 1. The setting 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] (ProcessLogArchivingFrequencyMinutes) – specifies the archiving frequency in minutes. Type: integer. Default value: 5 minutes.

Business processes

Bpm’online can use custom business processes in place of the out-of-the-box business processes. The following system settings that determine whether custom or OOTB processes run in different circumstances.

[Process of adding invoice based on order] (CreateInvoiceFromOrderProcess) – 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] (CreateOrderFromOpportunityProcess) – 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. The setting is available in bpm’online sales enterprise, sales commerce and CRM-bundles.

[Corporate sale process] (OpportunityManagementProcess) – 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 containing the [Opportunity] section.

How to send emails

The following system settings are available in bpm’online sales enterprise, service enterprise, customer center, bank customer journey and bpm’online CRM bundle.

[Customer service email] (SupportServiceEmail) – contains the email address that receives automatic notifications of new cases created on the self-service portal. It is also used to send notifications to customers about the status of their case. Type: text (250 characters).

[Website URL] (SiteUrl) – web page URL that automatically opens to the user upon providing service quality feedback on the case. Type: text (250 characters).

[SMTP server login] (SmtpUserName) – full email address used to send customer notifications about case statuses. Type: Unlimited length string.

[SSP registration mail box] (SSPRegistrationMailbox) – email address used to send notifications about self-service portal registration. Type: lookup.

[SMTP server password] (SmtpUserPassword) – password of the email specified in the [SMTP server login] system setting. Type: Unlimited length string.

[SMTP server name or IP] (SmtpHost) – SMTP server coordinates used to send the outgoing emails. To populate this setting, please see your mail provider's documentation. Type: Unlimited length string.

[SMTP server port] (SmtpPort) – SMTP server port used to send emails. To populate this setting, please see your mail provider's documentation. Type: integer.

[Use SSL] (SmtpEnableSsl) – used for the support of the Secure Sockets Layer protocol. For more information on using SSL protocol please see your mail provider's documentation. Type: Boolean.

[Logo - Feedback value not found] (ImageRaitingNotFound) – sets the logo on the web page that opens after a user evaluates the quality of service The logo is displayed if the settings of the rating range are incorrect. 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] (ImageCaseNotFound) – sets the logo on the web page that opens after a user evaluates the quality of service. The logo is displayed if the case number is invalid or if this case was deleted. Standard logo is displayed by default, but you can upload a custom one. PNG is the recommended image format. Type: image.

[Logo - Feedback has been already received] (ImageRaitingAlredyExist) – sets the logo on the web page that opens after a user evaluates the quality of service. The logo is displayed if the case is closed or if the case [Rating] field is already populated. 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 your feedback] (ImageThanksForRaiting) – sets the logo on the web page that opens after a user evaluates the quality of service Standard logo is displayed by default, but you can upload a custom one. PNG is the recommended image format. Type: image.

Bulk email

The following settings are available in bpm’online marketing.

[Turn on logging for webhooks] (EnableWebHooksLogging) – specifies whether to log recipient responses in bpm’online. The log4net tool is used for logging. The log can be used by developers for debugging. Type: Boolean. Default value: “Off”.

[App external URL that is used to receive webhooks] (WebhooksApplicationUrl) – URL for receiving responses from the bulk email recipients (must be accessible from the Internet). Populate this system setting, if the Internet traffic is routed via a firewall. Type: text (500 characters).

[App external URL used for bulk email unsubscribe queries] (UnsubscribeApplicationUrl) – URL for receiving requests to unsubscribe from bulk emails (must be accessible from the Internet). When a recipient unsubscribes, a parameter with the “unsubscribe” key 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”. Populate this system setting if the Internet traffic is routed via a firewall. Type: text (500 characters).

[Interval for stats collection in bulk email, hrs] (BulkEmailHourlyStatisticPeriod) – period displayed in the Opens/clicks chart of the [Email totals] tab on the bulk email page. Specified in hours. Type: integer. Default value: 48.

[Test email recipient] (TestSendingBulkEmailContact) – contact, whose data will be substituted in the test emails as values for macros when running the [Send test email] action of the [Email] section. Type: lookup.

[Unsubscribe user from all bulk email] (UnsubscribeFromAllMailings) – specifies whether to select the [Do not use Email] checkbox automatically for the contacts, who have unsubscribed from bulk email. Type: Boolean. Default value: “On”.

[Time period (days) to update bulk emails statistics] (MandrillStatisticUpdatePeriodDays) – 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 unsubscribed] (RedirectUnsuscribersTo) – URL, where users are redirected automatically, after they unsubscribe from a bulk email. Type: text (500 characters).

[Check interval for bulk email with "In progress" status, min] (MandrillShedulerTimeStep) – determines how often bpm’online checks whether all due bulk emails have been launched. The value of the system setting is specified in minutes. Field type: integer. Default value: 1.

["Domain list" field default name in Email] (GoogleAnalyticsTrackingDomains) –  a list of URLs, whose statistics will be tracked with Google Analytics. The values are entered separated by commas. Type: text (250 characters).

[Enable option "System email”] (SystemEmailIgnoreUnsubscribeFromAllMailings) – 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” – non-marketing notifications. 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] (PreventDuplicatesSending) – 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] (SendVisaEmail) – used to manage automatic sending of emails to approvers. If the checkbox is selected, 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] (VisaMailboxSettings) – email account used to send the notifications about approvals. You can select any email account registered in the system. Type: lookup.

[Invoice approval process] (InvoiceVisaProcess) – business process that launches when an invoice is sent for approval. Type: lookup. Default value: “Invoice approving”. Available in bpm’online products that have the [Invoices] section.

[Order approval process] (OrderVisaProcess) – business process that launches when an order is sent for approval. Type: lookup. Default value: “Order approving”. Available in bpm’online products that have the [Orders] section.

[Contract approval process] (ContractVisaProcess) – business process that launches when a contract is sent for approval. Type: lookup. Default value: “Contract approval”. The setting is available in bpm’online products, that have the [Contracts] section.

[Email template for sending invoice approval information] (InvoiceVisaEmailTemplate) – template for the email that is automatically sent to the approver user or user group when an invoice is submitted for approval. To add and edit templates, use the “Email message templates” lookup. Type: lookup. Default value: “Template of new invoice approval notification”. The setting is available in bpm’online products that have the [Invoices] section.

[Email template for sending information about order approval] (OrderVisaEmailTemplate) – template for the email that is automatically sent to the approver user or user group when an order is submitted for approval. To add and edit templates, use the “Email message templates” lookup. Type: lookup. Default value: “Template of new order approval notification”. The setting is available in bpm’online products that have the [Orders] section.

[Email template for sending contract approval information] (ContractVisaEmailTemplate) – template for an email that is automatically sent to the approver user or user group when a contract is submitted for approval. To add and edit templates, use the “Email message templates” lookup. Type: lookup. Default value: “Template of new contract approval notification”. The setting is available in bpm’online products that have the [Contracts] section.

Auto numbering of records

The following settings are available in bpm’online products that have the corresponding sections.

System settings of this group facilitate automatic numbering of records, for example, invoice codes or account numbers. There are two types of settings: one specifies the static text (mask) of a number, and another one is used for saving the last generated number. For example, to generate a knowledge base article code “Article-23”, where 23 is the current number of the article, enter the following mask: Knowledge base article-{0}.

Auto numbering is enabled for the following objects:

• “Document” – via the [Document number mask] (DocumentCodeMask) and [Current number of document] (DocumentLastNumber) system settings.

• “Contract” – [Contract number mask] (ContractCodeMask) and [Current contract] (ContractLastNumber) settings;

• “Account” – via the [Account code mask] (AccountCodeMask) and [Current number of account] (AccountLastNumber) system settings.

• “Knowledge base article” – via the [Knowledge base article number mask] (KnowledgeBaseCodeMask) and [Current number of knowledge base article] (KnowledgeBaseLastNumber) system settings.

• “Invoice” – via the [Invoice number mask] (InvoiceCodeMask) and [Current number of invoice] (InvoiceLastNumber) system settings.

• “Case” – via the [Case number mask] (CaseCodeMask) and [Current number of case] (CaseLastNumber) system settings.

• “Service contract” – [Service agreement number mask] (ServicePactCodeMask) and [Current number of service agreement] (ServicePactLastNumber) settings.

• “Operation” – via the [Cash flow number mask] (CashflowCodeMask) and [Current number of operation] (CashflowLastNumber) system settings.

• “Problem” – via the [Problem number mask] (ProblemCodeMask) and [Current number of problem] (ProblemLastNumber) system settings.

• “Change” – via the [Change number mask] (ChangeCodeMask) and [Current number of change] (ChangeLastNumber) system settings.

• “Release” – via the [Release number mask] (ReleaseCodeMask) and [Current number of release] (ReleaseLastNumber) system settings.

• “Order” – via the [Order number mask] (OrderCodeMask) and [Current number of order] (OrderLastNumber) 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

[Licensing company Id] (CustomerId) – stores the unique identifier of your company used for licensing purposes. Company Id is provided when purchasing licenses. Type: text (500 characters).

[Joined objects administering] (QueryJoinRightLevel) – manages access to 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] (DisplayAccountLockoutMessageAtLogin), [Show message about incorrect password during logging in] (DisplayIncorrectPasswordMessageAtLogin) – the settings manage the message displayed if a user enters an incorrect username or password. The displayed value depends on both settings. Type: Boolean. Default value: “Off”.

If the “off” value is set for both settings, then when entering an incorrect password or 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 a user enters an incorrect username, the message will be “You have entered incorrect username”.

• If a user enters an incorrect password, the message will be “You have entered incorrect password”.

• If a locked user tries to authorize to the system, the message will be “Your user account is locked”.

If only the [Show message about locking account during logging in] setting is on:

• If a user enters an incorrect username or password, 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 “Your user account is locked”.

If only the [Show message about incorrect password during logging in] system setting is on:

• If a user enters an incorrect username, the message will be “You have entered incorrect username or your user account is locked”.

• If a user enters an incorrect password, 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 login attempts for warning message] (LoginAttemptBeforeWarningCount) – number of failed attempts to enter the password before displaying the message about the number of remaining attempts before the user account is locked. If the “0” value is set for the system setting, the message is not displayed. Type: integer. Default value: 0.

[Number of login attempts] (LoginAttemptCount) – number of unsuccessful attempts to enter the correct password. If the number of login attempts exceeds specified threshold, the user account will be locked for the period specified in the [User locking time] (UserLockoutDuration) 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] (MaxPasswordAge) – number of days since the password was created or edited after which the user must change the password. The user will be prompted to change the password upon next login. If the “0” value is set for the system setting, the password never expires. Type: integer Default value: 0.

[Reminder about password change, days] (PasswordChangeReminding) –number of days before the password expires, upon next login attempt bpm’online 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] (PasswordHistoryRecordCount) – the number of previous user passwords. Note that the new password must not match any of the previous passwords. When you enter a password that matches one of the previous passwords, bpm’online will display 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] (UserLockoutDuration) – time period (in minutes) during which the user will not be allowed to log in to the system once the number of failed attempts to enter the password exceeds the set threshold. If the “0” value is set for the system setting, the user will not be locked. Type: integer. Default value: 0.

Password strength settings set the requirements that must be met by new passwords. The following settings define these requirements:

• [Password complexity: Minimum length] (MinPasswordLength) – minimum number of characters in the password. Type: integer. Default value: 0.

• [Password complexity: Minimum quantity of lower case characters] (MinPasswordLowercaseCharCount) – minimum number of lowercase letters in the password. Type: integer. Default value: 0.

• [Password complexity: Minimum quantity of upper case characters] (MinPasswordUppercaseCharCount) – minimum number of uppercase letters in the password. Type: integer. Default value: 0.

• [Password complexity: Minimum quantity of digits] (MinPasswordNumericCharCount) – minimum number of digits in the password. Type: integer. Default value: 0.

• [Password complexity: Minimum quantity of special characters] (MinPasswordSpecialCharCount) – minimum number of special symbols that are not letters or digits (#, %, &, !, ?, etc.) Type: integer. Default value: 0.

Values by default

The following settings are available in bpm’online products that have the corresponding sections and functionality.

[Attachments and notes default icon] (FileDetailDefaultIcon) – icon used in the tile view on the [Attachments] detail for the files, whose type is not specified in the [File resolutions] lookup. Type: lookup. Default value: default.

[Document status by default] (DocumentStatusDef) – specifies a default status for new documents. Type: lookup. Default value: Planned.

[Invoice payment status by default] (InvoicePaymentStatusDef) – specifies a default payment status for new invoices. Type: lookup. Default value: Not issued.

[Order delivery status] (OrderDeliveryStatusDef) – specifies a default status for a new order delivery. Type: lookup. Default value: Planned.

[Order payment status] (OrderPaymentStatusDef) – specifies a default payment status for new orders. Type: lookup. Default value: Planned.

[Order status] (OrderStatusDef) – specifies a default status for new orders. Type: lookup. Default value: 1. Planned.

[Default unit of measure] (DefaultUnit) – specifies a default unit of measure for a new product. Type: lookup. Default value: number.

[Default change source] (ChangeSourceDef) – specifies a default source for new changes. Type: lookup. Default value: Project

[Default change category] (ChangeCategoryDef) – specifies a default category for new changes. Type: lookup. Default value: Normal.

[Case closure code by default] (CaseClosureCodeDef) – specifies a default code for closed cases. Type: lookup. Default value: Full solution provided.

[Default change priority] (ChangePriorityDef) – specifies a default priority for new changes. Type: lookup. Default value: Average.

[Case default priority] (CasePriorityDef) – specifies a default priority for new cases. Type: lookup Default value: Average

[Default release priority] (ReleasePriorityDef) – specifies a default priority for new releases. Type: lookup. Default value: Average.

[Default case source] (CaseOriginDef) – 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] (DefaultServicePact) – base service agreement used for the calculation of response and resolution time,  if the case SLA cannot be determined by the case contact or account. Type: lookup. Default value: Service contract by default.

[Default change status] (ChangeStatusDef) – specifies default status for new changes. Type: lookup. Default value: New.

[CI default status] (ConfigurationItemStatusDef) – specifies default status for new configuration units. Type: lookup. Default value: In use.

[Case default status] (CaseStatusDef) – specifiesdefault status for new cases. Type: lookup. Default value: New.

[Default problem status] (ProblemStatusDef) – specifies default status for new problems. Type: lookup. Default value: New.

[Default release status] (ReleaseStatusDef) – specifies a default status for new releases. Type: lookup. Default value: Planned.

[Default service status] (ServiceItemStatusDef) – specifies a default status for new statuses. Type: lookup. Default value: Provided.

[Default service agreement status] (ServicePactStatusDef) – specifies a default payment status for new service contracts. Type: lookup. Default status: Active.

[Time for case overdue check, minutes] (CaseOverduesCheckTerm) – determines the frequency with which bpm’online checks if cases are overdue. In an overdue case, the date of planned reaction or planned resolution is less than the current date, while the date of actual reaction or the actual resolution is not specified. As a result, the checkbox is selected in the [Reaction overdue] or [Resolution overdue] column on the case page. The value is set in minutes. Type: integer. Default value: 2.

[Default release type] (ReleaseTypeDef) – specifies default type for new releases. Type: lookup. Default value: Low.

[Default service agreement type] (ServicePactTypeDef) – specifies default type for new service contracts. Type: lookup. Default value: SLA.

[Default support line for case] (CaseServiceLevelDef) – specifies default support level for new cases. Type: lookup. Default value: 1st line.

[Default change goal] (ChangePurposeDef) – specifies default purpose for new changes. Type: lookup. Default value: Standard changes.

[Base price list] (BasePriceList) – specifies a price list that determines the product price. Type: lookup. Default value: Base.

Configuration

[Repository URI by default] (DefRepositoryUri) – 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] (StructureExplorerAggColumnEditPageSchemaUId) – page for aggregate columns used in the column setup window. Type: lookup. Default value: Aggregate column setup.

[Base column card page] (StructureExplorerColumnEditPageSchemaUId) – page for standard columns used in the column setup window. Type: lookup. Default value: Aggregate column setup.

[Base lookup card page] (DefLookupEditPageSchemaUId) – used in lookup registration. This system setting sets the page to use as a base page for cards of standard lookups. Type: lookup. Default value: Base lookup card page.

[Base lookup page] (DefLookupGridPageSchemaUId) – used in lookup registration. 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] (CurrentPackageId) – the package that contains all changes made via 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. The “Custom” package is set as the current package by default. To migrate configuration settings made in the Section Wizard to another application, be sure to change the value of this system setting. Select the package to save your configuration changes in the [Value by Default] field (this package can later be exported and installed on a new application).

[Mobile application manifest] (MobileApplicationManifest) – contains the name of the XML file that contains the configuration of the mobile application. If multiple manifests are specified, their names are separated with the semicolon “;” symbol. Type: text (50 characters).

[Calendar start date] (SchedulerTimingStart) – sets the start date for the period in the user calendar. Type: integer. Default value: 0.

[Calendar end date] (SchedulerTimingEnd) – sets the end date for the time period in the user calendar. Type: integer. Default value: 24.

[Configuration items can be saved without locking] (AllowSaveUnlockedSchema) – 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 is working with the application. Type: Boolean. Default value: “Off”.

[Package repository path] (UpdateRepositoryUri) – path to a repository folder that contains updated base packages. Use this system setting to update the application version. The value of this system setting is provided by bpm’online support service. Type: text (500 characters).

[Display C# compiler warnings when publishing configuration] (CodeCompilerWarningLevel) – level of С# compiler warnings that will be displayed when compiling workspace files. Type: integer. Default value: 2.

[Publisher] (Maintainer) – identifies a party that makes changes to the configuration. 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 bpm’online customizations for third parties. Type: text (250 characters).

[Maximum quantity of data strings to be bound to package] (MaxPackageSchemaDataRowsCount) – threshold for binding data to packages. If the number of the bound records reaches the threshold, the corresponding message will be displayed and the user would need to confirm data binding. Type: integer. Default value: 100.

Note

Binding large volumes of records to a package can take a long time.

Finances

[Base currency] (PrimaryCurrency) – sets a base currency used for financial calculations in the system. Type: lookup. Default value: Euro.

[Tax by default] (DefaultTax) – specifies default tax to use when adding a product. Type: lookup. Default value: VAT. Found in bpm’online sales enterprise, sales commerce, sales team products.

[Price includes tax] (PriceWithTaxes) – this system setting determines the taxation method used when calculating product cost. Type: Boolean. Default value: “On”. The setting is available in bpm’online sales enterprise, sales commerce, sales team and CRM-bundles.

Global search

[Global search default entity weight] (GlobalSearchDefaultEntityWeight) – enables increasing 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] (GlobalSearchDefaultPrimaryColumnWeight) – enables increasing the display priority of the specific search results. It applies to records, whose primary column value matches the search query (for example, [Full name] is a primary column for the contact and [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] (UseInexactGlobalSearch) – enables displaying search results taking morphology, typos and fuzzy matches into account. Type: Boolean. Default value: “Off”.

[Match threshold for displaying in search results (percent)] (GlobalSearchShouldMatchPercent) – enables managing the amount of displayed search results with partial match. For this system setting, you can set an integer value from 0 to 100. The lower the value is – the more results with partial match are displayed. This will increase the chances of finding the needed data for inaccurate search requests.

Duplicate search

[Date of last duplicate search by contacts] (LastContactDuplicatesSearch) – date and time of the last search for duplicate records in the [Contacts] section. Type: date/time.

[Date of last duplicate search by accounts] (LastAccountDuplicatesSearch) – date and time of the last search for duplicate records in the [Accounts] section. Type: date/time.

LDAP synchronization

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] (LDAPServer) – address used to connect to the LDAP server. Type: text (50 characters).

[LDAP authentication type] (LDAPAuthType) – authentication type that is used when authorizing the LDAP users. For example, Ntlm, Anonymous, Basic, etc. Type: lookup.

[LDAP server user login] (LDAPServerLogin) – user login for connecting to the LDAP server. For example, it could be the system administrator domain name. Type: text (50 characters).

[LDAP server user password] (LDAPServerPassword) – 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 containing LDAP user full name] (LDAPUserFullNameAttribute) – attribute of entry in the LDAP directory that contains the full name of a user. For example, this can be the “name” attribute. Type: text (50 characters).

[Name of attribute containing LDAP user login] (LDAPUserLoginAttribute)– attribute of entry in the LDAP directory that contains the domain login of a user. For example, “AccountName”. Type: text (50 characters).

[Name of attribute to identify LDAP user] (LDAPUserIdentityAttribute) – 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] (LDAPUsersEntry) – 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] (LDAPUsersFilter) – 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 containing LDAP current employment] (LDAPUserCompanyAttribute) – 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 containing LDAP user email] (LDAPUserEmailAttribute) – 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 containing LDAP user phone number] (LDAPUserPhoneAttribute) – 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 containing LDAP user job title] (LDAPUserJobTitleAttribute) – 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 containing LDAP group name] (LDAPGroupNameAttribute) – 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] (LDAPGroupIdentityAttribute) – 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 containing list of LDAP groups] (LDAPGroupsEntry) – 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] (LDAPGroupsFilter) – 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] (LDAPUsersInGroupFilter) – 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 containing LDAP entry modification date] (LDAPEntryModifiedOnAttribute) – 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.

[LDAP synchronization interval, hours] (LDAPSynchInterval) – 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] (FacebookRegistrationPage, GoogleRegistrationPage, TwitterRegistrationPage), [Access key] (FacebookConsumerKey, FacebookConsumerSecret, GoogleConsumerKey, GoogleConsumerSecret, etc.), and [Secret access key] (FacebookConsumerSecret, GoogleConsumerSecret, TwitterConsumerSecret). 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 message exchange library] (SysMsgLib) – sets the telephony integration library that is used by default. Type: lookup.

Cases

The following settings are available in bpm’online service enterprise, customer center, bank customer journey and CRM-bundles.

[1st-line support] (FirstSupportLine) – sets a user group that corresponds to the “1st-line 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 support] (SecondSupportLine) – sets a user group that 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 support] (TrirdSupportLine) – sets a user group that 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 by junk emails] (CreateCasesFromJunkEmails) – determines whether to create cases by emails from the addresses and domains specified in the [Blacklist of email addresses and domains for case registration] lookup. Type: Boolean. Default value: “Switched of” (flag removed).

[Junk case default status] (JunkCaseDefaultStatus) – sets the default status for cases registered by emails and domains specified in the [Blacklist of email addresses and domains for case registration] lookup. Type: lookup. Default value: “Canceled”.

[Automatically create new contacts for unknown email addresses] (CreateNewContactsForUnknownEmailAddresses) – determines whether to create a new contact when registering a case from an unknown email. Type: Boolean. Default value: “Enabled” (checkbox is checked).

[Number of waiting days to reevaluate resolved case] (FirstReevaluationWaitingDays) – 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] (SecondReevaluationWaitingDays) – 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

Settings are available in bpm’online lending and CRM bundle for bank products.

[Main participant role in application] (MainParticipantRole) – sets the role of a transaction participant specified in the [Client] field. Type: lookup. Default value: Borrower.

[Main registration document type] (MainRegDocumentType) – sets the primary identity document for a contact. Type: lookup. Default value: “National passport”.

mobile

Settings are available in bpm’online enterprise and CRM-bundles.

[Check-in verification range] (CheckInRadius) – sets 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] (UseMobileLastKnownLocation) – 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