System settings description

The list of system settings available in bpm’online.

Common

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

[Caption for communication options block on login page] – is used for specifying 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).

[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.

[Logo] – contains logo that is displayed on the login page. The bpm’online logo is displayed by default, but you can upload a custom logo. Recommended image format: PNG 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 a custom logo. Recommended image format: PNG Type: image.

[Logo in main menu] – 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 a custom logo. Recommended image format: PNG Type: image.

[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 within a process instance. 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.

[Minimum characters necessary to filter list] – 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”.

[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 used to filter the records of the “lookup” field. Type: integer Default value: 0. 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.

[Color of completed activity] – is used for specifying the color of completed activities shown in the calendar and in the list of activities. The color is specified as a hexadecimal code in the following format: #0000FF. Type: text (500 characters). Default value: #A0A0A0.

[Color of overdue activity] – is used for specifying the color of overdue activities shown in the calendar and in the list of activities. The color is specified as a hexadecimal code in the following format: #0000FF. Type: text (500 characters). Default value: #FFDFDF.

How to send bulk email

[Turn on logging for WebHooks] — specifies whether to log responses of the recipients in the system. The Lof4net tool is used for WebHooks logging. The log can be used by developers to debug the system. Type: boolean. Default value: “Off”.

[App external URL that is used to receive WebHooks] — URL for receiving feedback from bulk email recipients. The system setting value is specified, if during the system installation, the traffic routing has been configured by using the firewall. Type: text (500 characters).

[App external URL used for bulk email unsubscribe queries] — URL used to accept queries to unsubscribe from bulk email. When unsubscribing a parameter with the key value that is used for unsubscription is added to this address. For example, if the value of the system setting is “http://www.site.com/unsubscribe” then the actual unsubscription link is “http://www.site.com/unsubscribe?кеу=0123456789”. The system setting value is specified, if during the system installation, the traffic routing has been configured by using the firewall. Type: text (500 characters).

[Test email recepient] — the contact whose data will be used in the test email message as values for macros when running the [Send test email] action of the [Email] section. Type: lookup

[Unsubscribe user from all bulk emails] — 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”.

[Interval for stats collection in bulk email, hrs] — 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.

[Website to redirect unsubsribed] — URL, to which a user is automatically redirected after unsubscribing from bulk email. Type: text (500 characters).

[Bulk email frequency] — the frequency with which the system checks for launched bulk emails which sending time has already come. The system setting value is specified in minutes. Field type: integer Default value: 1.

[Domains tracked by Google Analytics (comma separated)] — URLs whose statistics will be tracked using Google Analytics. The values are entered separated by commas. Type: text (250 characters).

Records auto numbering

System settings of this group are used to generate and assign numbers to records automatically, for example, to knowledge base articles or accounts. There are two types of settings: one specifies the number static text (mask) and the other one is used for storing the last generated number value. 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}.

Record auto numbering is enabled for the following objects:

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 define administering method of joined objects, for example, when viewing information about a primary contact (job title or birth date) in 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.

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

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

[Number of unsuccessful login attempts before a 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 locking. If the “0” value is set for the system setting, the message is not displayed. Type: integer Default value: 0.

[Number 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:

Values by default

[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.

[Lead status by default] – specifies a default status for new leads. Type: lookup Default value: New.

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

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).

[Aggregate column base card page - ] – aggregate column base card page in the column setup window. Type: lookup Default value: Aggregate column setup.

[Column card base page] – column card base page in the column 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

[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: Dollar.

Duplicates 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.

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

[LDAP authentication type] – the authentication type 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 directory to automatically fill in the [Account] field on 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 on 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 on 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 on the contact page. Type: text (250 characters).

Group 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:

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] – define,s 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.

Video tutorials

•Managing system settings and lookups