Preferences: Settings Maintenance Subwindow

Contents

Settings Maintenance Subwindow

Reference Contents > Preferences > Settings Maintenance Subwindow

This subwindow is used in the User Settings Maintenance window and in the System, Group and User panes in the Privileges and Settings window obtained via File — System — Privileges and Settings menu function.

Settings are an array of values and options that can be applied at a System, Group and User level. Some are additive, such as Custom Reports, Custom Features and Options so that a user will gain the options he inherits from the System, any Groups he belongs to and his own User options. Others such as ScratchPads, Email and General overwrite if they exist in a System, Group and User sequence.

It is best to fully populate the System settings which will apply to all users and then apply Group and User settings judicially only as needed.

Settings are stored separately in the System data record, Group records and User records. Any changes need to be saved before switching to another context. Revert and Save buttons are available on all panes.

Button	Action
Revert	Revert to the saved values for the settings
Save	Saved the changes you have made to the settings

The window has 7 tab panes.

General
Custom Reports
Custom Features
ScratchPads
Email
Defaults
Options

General

General group, user and system settings

Field	Description
	Internet identity for document printed
Email address	Email address that will be used for documents (user overrides groups overrides system).
WWW	World Wide Web address (URL) that will be used on documents (user overrides groups overrides system).
	Program Operation
Maximum open tasks	The maximum number of open tasks (functional areas of the program) before old ones are automatically closed. (if non-zero, user overrides groups overrides system).
Maximum open windows	The maximum number of open windows before old ones are automatically closed. (if non-zero, user overrides groups overrides system).
Maximum messages logged	The number of OK and Yes/No messages held in log before old ones are automatically cleared. (if non-zero, user overrides groups overrides system).
Working message delay	The delay in sixtieths of a second before a working message is opened (reduces message flashing). -1 clears group or system setting.
Working message icon speed	The speed in sixtieths of a second between state changes of the working message icon. -1 clears group or system setting.
Menu Icons (applies on startup – Windows only)	If checked menus will have icons. Applies only on next startup on this terminal of this program and is not stored in the settings. Windows-only.
No Taskbar	No taskbar will be shown.
Top Taskbar	Taskbar will be shown at the top of the display window.
Bottom Taskbar	Taskbar will be shown at the bottom of the display window.
Show System Focus (Macintosh only)	If checked a system highlight focus rectangle will be applied to the currently active object. Applies to most standard object types that respond to keyboard activity. Macintosh-only.
Report Errors in Notation	If checked any runtime program notation errors will be reported. This is used for potentially identifying the causes of problems. It is generally not recommended that this is switched on unless you are asked to by technical support staff.
Report Errors in Calculations	If checked any runtime program calculation errors (such as divide by zero) will be reported. This is used for potentially identifying the causes of problems. It is generally not recommended that this is switched on unless you are asked to by technical support staff.
Disable Headed List Ellipsis	Normally if headed lists have columns set too narrow to show all the data, an indication is given with a … If this control is checked this display feature is disabled.
Headed List with Sort Arrow Rather than Bold/Italic	The sot column of a headed list can be indicated by an arrow or by the column heading text being set bold and italic when the order is reversed. This controls which of these options is used.
Check for language improvements on startup	Applies to non-English language editions only. If checked the user will, if connected to the Internet, automatically perform a language upgrade check and upload any language improvements for use by network users. For more about language edition text improvements see the Crowd-Source Language Improvement window help. NOTE: If you have non-English language editions operting on your site, at least one language edition user for each language must have this setting checked for the site to receive language updated automatically.

Custom Reports

Custom reports that are used in place of standards or supplement them.

Settings are applied in a System then Group membership then User order. So an individual user can have a collection of custom reports inherited from any of the foregoing. The same report may be in two groups that the user is a member of. In this case only one entry will be seen by the user if the type, class name and title are exactly the same.

All report selection dialogues in the system can have custom reports added to them. These are listed by clicking on the Report Types button. Other reports, not deriving from selection dialogues can also be substituted or supplemented with custom reports by entering the standard report class name in the Report Type.

Field	Description
Grid of Custom Reports	List of all custom reports that are available to the group, user or system. To remove an entry, clear the row’s Report Class entry. The Row will be removed when saved. To add a new entry, tab past the end of the last column of the last line in the grid.
Type	Custom report type which is used to apply where the report is used. Typically this is a three or more letter code that is case-insensitive. To get a list of all report types supported, click on the Report Types button.
Sub-type	Custom report sub-type which is used to apply where the report is used. Normally 0, this can control alternative data collection methods.
Report class	The custom report class. It should be available in the program.
Title	The title that the user may see to determine their selection of it.
Search	An optional search class that may be used in conjunction with the custom report.
Active	If unchecked the system will ignore the entry. Useful where you want to disable a user’s use of a group report.

Button	Action
Report Types	Click to show a list of applicable report types.

Custom Features

Custom features that are to be available.

Settings are applied in a System then Group membership then User order. So an individual user can have a collection of custom features inherited from any of the foregoing. The same feature may be in two groups that the user is a member of. In this case only one entry will be seen by the user if the section, class name and title are exactly the same.

Field	Description
Grid of Custom Features	List of all custom features that are available to the group, user or system. To remove an entry, clear the row’s Window Class entry. The Row will be removed when saved. To add a new entry, tab past the end of the last column of the last line in the grid.
Section	Custom feature group name that groups different features. All features in the same group appear on the same menu.
Window class	The window class name that will open when the menu is operated.
Title	The title that will be shown on the group menu.
Active	The feature is active for the group or user.

ScratchPads

To set the display columns of the ScratchPads

Field	Description
ScratchPad dropdown list	To select the ScratchPad you wish to maintain.
Field List	List of the available data fields for the selected ScratchPad. Drag lines from this list into the column list to add a field.
ScratchPad Column List	List of columns that will be presented on the ScratchPad. To re-order, drag and drop. Modify the heading in the list. TIP: To edit cells in the list, select the line and click in the cell and hover the mouse over the cell. I.E. click once and pause with no mouse movement. The cell will then expand into an editable box in which you can enter different data. On leaving the box with any action like a tab or click elsewhere, the data is verified and the list returns to normal with the new data shown in the cell.
Maximum lines	The maximum number of lines permitted in the ScratchPad.
Auto add	With this option lines will be automatically added to the ScratchPad as the program encounters records.

Button	Action
Calculated	Click to amend or add a calculated field.

Email

Email settings. These are the Email settings that a user will have when sending emails from the program. All email settings apply as a set to a user if there is any Email Address text entered and will apply with the following priority: User, Group membership, System. So by judicious use of settings you can have individual (user) such as joe.blow@mycompany.co.uk, departmental (group) such as sales@mycompany.co.uk and company (system) as in info@mycompany.com. Each can point to a different server.

Field	Description
	User details needed when printing to the Email report destination.
Name	Your full name used when printing to the Email report destination.
Email address	Your email address.
Reply address	The email address that will be shown as the reply address.
Always cc to address	Optional email address(s) to which a copy of all emails will be sent.
Signature after message	The signature text that will terminate any email message sent.
	Server details needed when printing to the Email report destination.
SMTP server	The IP name or address of the Simple Mail Transfer Protocol server that emails will be sent to. By default port 25 is used but that can be overridden using a : (colon) delemiter, as in www.mydomain.com:999.
Authentication name	Account name used for authentication with the server (supports LOGIN and PLAIN methods only). If there is no name entered, no authentication is attempted.
Authentication Password	Authentication password which is sent along with the name so that the email server can authenticate the sender (as a spam prevention tool).
Secure	These options control the use of OpenSSL (which must be installed on the client computer) in communicating with the mail server. Selecting No turns off OpenSSL for communications to the email server. Selecting Yes, means OpenSSL secures the connection using OpenSSL to the email server. The STARTTLS option means the communication with the server will be by STARTTLS protocols.
	When reports are sent by email, the report is rendered into a public format and attached to a simple text email. You can control the attached file format here. Setting applies to Users only.
Acrobat PDF	Attachments will be in Acrobat PDF format. NOTE: Converting reports into PDF documents is carried out by a special external licensed from Brainy Data Ltd. A currently licensed external called PDFDevice.dll (or .so on MacOSX) must be installed in the XCOMP directory of the Omnis Studio installation.
HTML	Attachments will be in HTML format. NOTE: The HTML standard is not as rich in formatting as the report generator and therefore do not expect perfect conversion. In fact, in many cases it does not resemble the printed version of the report at all!

Defaults

Defaults that can apply.

Field	Description
Default to Sales Order rather than Quotation	If checked, when a new quotation or sales order is operated it will initially be a sales order.
Default to Purchase Order rather than a Request for Quotation	If checked, when a new RFQ or purchase order is operated it will initially be a purchase order.
Default to Work Order Backflushed rather than Normal	If checked, when a new Work Order is created it will initially be marked for Backflushing.
Default to Job rather than Estimate	If checked, when a new Job or Estimate is created it will initially be marked as an Job.
Do not Clear Window when Performing a Find	Normally, when performing a Find operation the window is cleared of data. If checked, this will leave any data present in the window.
Encoding for Import when no BOM	When importing from text data when the file has no Unicode Byte Order Marker (BOM) the selected encoding will be used. Default is kUniTypeNativeCharacters. For more details about this setting see the Unicode topic.
Encoding for Exporting	When exporting to text data or printing to port or text the selected encoding will be used. Default is kUniTypeUTF8. For more details about this setting see the Unicode topic.
Set Byte Order Mark at the start of exported text	If set, and the Encoding for Exporting is set to a Unicode encoding, a Unicode BOM is output at the start of the output file. For more details about this setting see the Unicode topic.

Options

Extra options that may apply.

Field	Description
Options	Options that will be added to the option list. All take the form of optXXXX=Value ;;Comment. The optional comment is for your aide memoir and must be prefixed with a space an two semicolons.

Button	Action
Show Options List	Opens the Program Options Listing window of available options. Dragging an option from there will install it.
Print Active Options	Prints a report of the current options for the System, Groups and Users settings and any Server, Terminal and License files. NOTE: This function is only available when the sub-window is viewed in the System tab pane of File — System Manager — Privileges and Settings.

Button

Action

Show Options List

Opens the Program Options Listing window of available options. Dragging an option from there will install it.

Print Active Options

Prints a report of the current options for the System, Groups and Users settings and any Server, Terminal and License files.

NOTE: This function is only available when the sub-window is viewed in the System tab pane of File — System Manager — Privileges and Settings.

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