Configuring the System

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To configure your system, click Configure System on the main Admin module page. The Configure System page is displayed, as shown in Figure 1.

 

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Figure 1 The Configure System Page

There are a number of settings which are usually set at installation, and rarely need to be modified. These settings include:

Company Information - enables the administrator to configure your company information.
Business Process Management - enables the administrator to configure workflows based on your company's business processes.
Session Timeout - displays the time, defining the period of inactivity that forces a user to be automatically logged out of the system.
Email Server - enables you to configure a mail server such that your ConcourseSuite server is able to access mails. During setup, you can enable the Use Secure Sockets layer (SSL) preference and specify a port, username, and password, as shown in Figure 2.

 

 

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Figure 2 Setting Up Mail Server Settings

Email Address - enables you to set this address in the From field of the message.

You can assign a person to receive the mails sent to this address.

ConcourseSuite URL - defines the Uniform Resource Locator (URL) that can be included in emails to enable you to access the site.
This is used when a survey is sent to a contact.
The URL must be specific and must exist in your Domain Name Server (DNS).
If a domain name is not configured, you can specify the Internet Protocol (IP) address and include the full path to access the ConcourseSuite web application.
Fax Server - enables you to configure the fax server you want ConcourseSuite to use.

HylaFax is currently the only fax server supported. Leave the field blank if this facility is not used.

Default Time-Zone for New Users - enables you to configure a lookup list defining all time zones.
Default Currency for the System - enables you to configure a lookup list with all the currency types your system recognizes.
Default Locale for the System - enables you to configure a lookup list defining the locales supported by your system.
Default Country for the System - enables you to configure a lookup list defining the countries your system supports.

Modifying Company Information

To modify company information, click Edit beside Company Information. The Modify Company Information page is displayed, as shown in Figure 3. This page enables you to change the following details:

Organization name
Web Site URL
Phone numbers
Address
Email addresses

Click Update to save the modified information.

 

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Figure 3 Modify Company Information

Modifying Business Process Management

To modify business process management information, click Edit beside the Business Process Management link. The Submit Workflow File page is displayed, as shown in Figure 4. You can upload an XML workflow file that updates the workflow schema. Whenever you perform certain actions within ConcourseSuite, which has a series of automated actions associated with it, the workflow engine performs these actions sequentially.

 

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Figure 4 Business Process Management Using Workflows