The "Settings" screen registers and changes the settings of the application. The settings apply to the entire application and to all users. A change of a setting can take up to 30 seconds to become effective. Restarting the web server avoids this delay. Several settings in this screen apply to the web interface only. The descriptions below state this where the manual does so. ## General The group "General" contains the following fields: - "Environment in Footer (HTML)": The text that appears in the footer of each screen. The footer accepts HTML codes, such as `<b>...</b>` for bold text. See [www.blooberry.com](http://www.blooberry.com/indexdot/html/) for more information. - "Retention Period Jobs (days)": The minimum number of days that the ERP jobs and the associated messages are preserved. - "Retention Period Messages (days)": The minimum number of days that messages are kept before the application deletes them automatically. Relieving the server can make the realised retention period of messages longer than the indicated retention period. The realised retention period is never shorter. - "Documents Folder on Server": The folder on the server in which attached documents are stored. Both the web server and the database must have write permission for this folder. - "Documents Load Folder on Server": The folder on the server in which attached documents are stored temporarily. The documents move to the documents folder after they are fully received. Both the web server and the database must have write permission for this folder. - "Documents Recycle Bin Folder on Server": The folder on the server in which attached documents are stored after deletion. The administrator can choose to delete the documents from the recycle bin after a short or a long period. Both the web server and the database must have write permission for this folder. - "Maximal Document Size (KB)": The maximum size of new documents in kilobytes. - "Mail Server via SMTP": The name or the address of the SMTP mail server that sends outgoing email messages. - "Email Address Sender": The email address from which sent emails originate. - "Name of Sender": The name of the sender. - "Email Address Dealer": The email address of the dealer of Invantive Estate. - "Proxy Server": The Internet address of the proxy server. A proxy server is a server between the computer of a user and the computer that holds the requested information. The English word proxy means intermediary. When the address of a proxy server is set on a computer, a connection to another computer goes through the proxy server and not directly. The purpose of this intermediate step depends on the type of proxy server. - "Proxy Port": The computer port that the client computer uses to connect to the proxy server. - "Domains not through Proxy": The domains that are contacted without the proxy server. - "Interval between Message Delivery Retry (sec)": The interval after which the application retries a failed delivery. Outgoing messages are queued. The application retries delivery after each interval until the message is processed successfully. - "Number of Days Anniversaries to be Shown": The number of days in the future for which anniversaries are shown after logon. - "Organization": The organisation for which the application runs. - "Application Administrator": The name of the person responsible for application management. The application shows this name for information in several places. - "Purchasing Conditions": The standard conditions of purchase that apply to purchases. - "Selling Conditions": The standard selling conditions that apply to sales. - "VAT Code": The standard VAT code. The application calculates VAT automatically with a VAT code. - "Allow Budget Movements Across Master Rollup Cost Categories": When checked, budgets may move across [[Invantive Estate/Subjects/Advanced/Master Roll Ups|Master Rollup Cost Categories]] in the screen [[Invantive Estate/Subjects/Budget Control/Budget Movements|Budget Movements]]. - "Check Existence of URL": When checked, the application checks at logon whether the specified URL exists. - "Explanation": An optional explanation. ## Database The group "Database" contains the following fields: - "RDBMS User Prefix": A prefix that is unique for each environment in the database. Often `P_` is used for production and `A_` for acceptance. - "PL/SQL Profiling": When checked, all software written in PL/SQL is profiled. See PL/SQL Profiling. - "Log Business Rules": When checked, the execution of a business rule writes a print to `dbms_output`. - "PL/SQL Report Function for URL Authentication": The name of the PL/SQL function that provides data authentication for `p_user_name` and `p_password`. This makes it possible to download URLs from subfunctions. - "PL/SQL Function for PDF Watermark": The name of the PL/SQL function that determines the watermark or letterhead for reports and documents in PDF format. The parameters must equal the parameters of the supplied PL/SQL function `bubs_get_pdf_watermerk`. See also Report Building. - "PL/SQL Function for Report Location": The name of the function that determines the location of the reports and the ETL scripts. This PL/SQL function returns the location of a report and ETL script when it must be searched at another place than the default location. The function allows custom reports to be stored in a different place, so they do not need to be installed again after an upgrade. The section "Report Location Function Example" shows an example. - "PL/SQL function for Connection Name": The name of the PL/SQL function that specifies the name of the connection for a report. - "PL/SQL function for Pre-report trigger": The name of the PL/SQL function that returns `Y` when the connection of the report supports pre-report events. - "PL/SQL function for Post-report trigger": The name of the PL/SQL function that returns `Y` when the connection of the report supports post-report events. - "PL/SQL function for System Compliant Report": The name of the PL/SQL function that returns `Y` when the connection of the report supports the JDBC driver. ## Data Security The group "Data security" contains the following fields: - "All Projects Visible": When checked, every user can see all projects. - "All Projects Editable": When checked, each user can edit all projects, provided the user has edit rights in the screen. - "Audit Interaction": Switches the auditing of interactions on or off. Switching auditing off increases the performance of the system. The changed setting becomes active after a restart of the web server. - "Audit Transactions": Switches the auditing of transactions on or off. Switching auditing off increases the performance of the system. The changed setting becomes active after a restart of the web server. - "Close Inactive Connection After (sec)": The number of seconds of user inactivity in the web front end after which the connection is closed. - "Show Warning on Upcoming Closing due to Inactivity (sec)": The number of seconds of user inactivity in the web front end after which a warning appears that the connection will close. A time lag of a few hundred seconds usually separates the warning and the disconnection. ## Prognosis Model The group "Prognosis Model" contains the following fields: - "Automatically Create Contract Budget of 0": When checked, the application creates a contract budget of zero automatically when a new contract is used and no contract budget exists. - "Explanation on Automatically Created Contract Budget": The explanation that is added to a [[Invantive Estate/Subjects/Budget Control/Contract Budgets|contract budget]] when the application creates it automatically. - "Release Balance on Automatically Created Contract Budget": When checked, a budgetary surplus compensates for shortages on automatically created contract budgets. - "Automatically Create contract budget for Remaining Cost Category Budget": When checked, the application creates a remaining cost category budget automatically when a new contract is used. - "Notes for Automatically Created Contract Budges for Remaining Cost Category Budget": The explanation that is added to a [[Invantive Estate/Subjects/Budget Control/Contract Budgets|contract budget]] when the application creates it automatically for a remaining cost category. - "Contract for Remaining Cost Category Budget": The identification of the contract for the remaining cost category budget. The identification can be a number, letters or a combination of both. - "Release Deviation for Automatic Contract Budget for Remaining Cost Category Budget": When checked, a budgetary surplus compensates for shortages on automatically created remaining cost category budgets. ## General Ledger The group "General Ledger" contains the following fields: - "Monetary Unit": The currency unit that the general ledger uses. - "Expression Period (SQL)": The SQL expression that delivers the period to the general ledger based on the posting date. ## Layout The group "Layout" contains the following fields: - "Company Name (short)": The company name printed on reports when little space is available on the pages. - "Company Name (long)": The company name printed on reports when plenty of space is available on the pages. - "Logo on Reports (URL)": The URL that shows the logo on reports. The application server searches this URL, because the report is generated on the application server. - "Footer Logo on Reports": The footer logo shown on reports. - "Logo on Displays (URL)": The URL that shows the logo on the screens. The PC of the user searches this URL. - "Voorvoegsel Server (URL)": The path to find the application, in the format of a URL. - "Main Menu (URL)": The URL that specifies the main menu when the field "Start page (URL)" in [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]] is empty. The URL is requested with the parameter `MNU_CODE = Main`. The PC of the user searches this URL. - "Splash (URL)": The URL of the image on the login screen. See also Start up and Login. The PC of the user searches this URL. - "Title (HTML)": The title of the application as shown on the login screen. See also Start up and Login. - "Company Logo (URL)": The URL that puts the company logo on letter paper, such as for time registration. - "Screen CSS (URL)": The URL of a CSS style sheet that determines the colour scheme and style elements. This applies to the web interface. - "Handheld CSS (URL)": The URL of a CSS style sheet that determines the colour scheme and style elements on a PDA or another mobile device. This applies to the web interface. - "Print CSS (URL)": The URL of a CSS style sheet that determines the colour scheme and style elements on a print. This applies to the web interface. - "Prefix Background Output File": The prefix for the file name of the output file of a background job. - "Postfix Background Output File": The postfix for the file name of the output file of a background job. - "Prefix Background Log File": The prefix for the file name of the log file of a background job. - "Postfix Background Log File": The postfix for the file name of the log file of a background job. - "Payoff Company (Input with Layout)": The payoff of the company for use on letter paper, directly below the logo, for example for time registration. See Input with Layout for the layout possibilities. - "Footer (Input with Layout)": The layout of the footer at the bottom of letter paper, for example for time registration. See Input with Layout for the layout possibilities. - "Company Address (Input with Layout)": The layout of the company address under the payoff and the logo on letter paper, for example for time registration. See Input with Layout for the layout possibilities. - "Local HTML Head": Local HTML changes the layout of the screen. This field concerns the section above the head of the screen. Parameters can be used here, as listed below. This applies to the web interface. The field "Local HTML Head" accepts the following parameters: - `:productname`: the name of the used product, for example "Invantive Vision". - `:usertelult`: the preferred telephone number of the user, for example "088 0026500". - `:siteid`: the unique identification of the installation, for example "L123-ACME". - `:useremail`: the email address of the user, for example "[email protected]". - `:userlogon`: the login code of the user, for example "j.doe". - `:username`: the name of the user, for example "John Doe". - `:language`: the language in which the user operates, for example "nl" for Dutch. - `:locale`: the region code of the language in which the user operates, for example "UK" for Great Britain. The other fields of the group "Layout" are: - "Local HTML Header": Local HTML changes the layout of the screen. This field concerns the head section of the screen. The same parameters can be used as with "Local HTML Head". This applies to the web interface. - "Local HTML Footer": Local HTML changes the layout of the screen. This field concerns the foot section of the screen. The same parameters can be used as with "Local HTML Head". This applies to the web interface. ## Default Preferences for New Users The group "Default Preferences New User" contains the following fields: - "Language": The language setting for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Financial Unit Reporting": The setting for financial unit reporting for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Time Unit Reporting": The setting for time unit reporting for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Records per Page": The number of rows shown in search results for new users. - "Merge Subprojects": The filter setting of new users for merging subprojects for reporting purposes. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Receive Newsletter": When checked, the user receives the newsletter of the dealer. The application sends a message to the dealer with the request to subscribe the user to the newsletter. The subscription is free. The message contains the email address and the name of the user. - "Show Tips": When checked, tips for using the application are shown after logon. - "Show Anniversaries": When checked, upcoming birthdays of users are shown after logon. - "Main Menu (URL)": The URL that determines the main menu. The URL is requested with the parameter `MNU_CODE=Main`. The PC of the user searches this URL. With the field "Start page (URL)" in the screen [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]], the user can specify a different start page. - "Start Date": The setting for the start date of reporting for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "End Date": The setting for the end date of reporting for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. ## Adobe PDF Default Settings for New Users The group "Adobe PDF Default Settings New Users" contains the following fields: - "Use Encryption": The encryption setting for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Password Owner": The setting for the owner password for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Password User": The setting for the user password for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Allow Printing": The setting for allowing printing for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Allow Copying": The setting for allowing copying for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Allow Modifying": The setting for allowing modifying for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Allow Annotating": The setting for allowing annotating for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Allow Fill In": The setting for allowing filling in forms for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. - "Enable Screen Reader Options": The setting for the screen reader options for new users. See [[Invantive Estate/Subjects/Advanced/Preferences|My Preferences]]. ## Microsoft Excel Settings The group "Microsoft Excel Settings" contains the following fields: - "Read-only": When checked, an authorised user can only read the Excel file and cannot make changes. - "Change Password": The password that is necessary to change the Excel files. ## Report Location Function Example The following example shows the PL/SQL function for the setting "PL/SQL Function for Report Location". The function returns an empty location, so reports load from the default location. ```sql create or replace function bubs_get_report_location ( p_master_report_name varchar2 /* Example: bubs_arf */ , p_mime_type varchar2 /* Example: application/pdf */ , p_parameter_list varchar2 /* Example: {REPORT_LOCALE=nl_NL...} */ , p_user_friendly_name varchar2 /* Example: Functies per Rol (PDF) */ , p_uri varchar2 /* Example: /usr_gle_bubs/bubs_arf_pdf_rpt.do */ , p_user_name varchar2 /* Example: system */ , p_report_name varchar2 /* Example: bubs_arf, can differ when using subfunctions. */ ) return varchar2 is /* * * $Id: bubs_isg_all.xml,v 1.35 2009-11-20 21:32:40 jen Exp $ * * (C) Copyright 2004-2012 Invantive Software BV, the Netherlands. All rights reserved. * * Function to get a different location from which to load a report. * Especially useful to load files from /local. * */ begin return ''; end; / ```