Installation Options

The Installation Options page allows a system administrator to set basic configuration options for the overall system. These options apply to all properties, unless they are overridden on the Installation Options By Property page for a particular property.

To set installation options:

1. Open the Administration Menu page.

2. Under the SYSTEM ADMIN heading, click Installation Options.

3. Specify values for any of the following Login options:

   1. Login Page Text – Enter the text be displayed in the information box on the right side of the login page. This this text can include standard HTML tags to include hyperlinks or to format the size, color, and style of the text.

   2. User Login Setting – Select a value to indicate the user profile values that a user is allowed to change upon login. Select one of the following values:

      • None – The user is not allowed to change any values. If this value is selected, the check box is not displayed.
      • Password – The user is allowed to change his password upon login by selecting the displayed check box.
      • User Info – The user is allowed to change any of the values selected in the User Info Edit Options.

   3. User Info Edit Options – Select one or more check boxes to indicate which values a user is allowed to change upon login when he selects the displayed check box.

      If the Password check box is selected, a user must change his password when he updates any other user information values.

   4. User Setting Text – Modify this value to change the text that is displayed to the right of the check box on the login page, and as the title on the Update User Information/Password page. Selecting this check box allows a user to change his or her password/user information upon login.

   5. Update User Setting Text – Enter the text to be displayed in the information box on the right side of the Update User Password/Information page. This text can include standard HTML tags to include hyperlinks or to format the size, color, and style of the text.

   6. Custom Login Error Text – Enter customized text to be displayed if a user enters an incorrect username or password when logging in. If no value is entered, a default error message is displayed. This text can include standard HTML tags to format the size, color, and style of the text.

4. If password reset self-service functionality has been enabled, specify values for the following options. While these values apply system-wide, you can configure the reset password email for specific properties on the Installation Options by Property page.

   1. Reset Password Email Subject - Enter the subject line of the reset password email.

   2. Reset Password Email Body - Enter the email body for the reset password email.

      The email body should include the reset password link token %ResetPasswordURL%. Users select this link in the email to complete the reset password process.

5. If Advanced Login Security has been enabled and you have Login Security rights, specify values for the following options:

   1. Password Expiration Days – The number of days that it takes from the last password change for users' passwords to expire. If set to 0, passwords never expire.

   2. Password Locked Error Text – Enter customized text to be displayed when users are locked out of their account due to excessive login failures. If no value is entered, a default message is displayed.

   3. Mobile Password Locked Error Text – Enter customized text to be displayed when users who are logging in through the mobile user interface are locked out of their account due to excessive login failures. If no value is entered, a default message is displayed.

   4. Force Password Change Text – Enter customized text to be displayed when users are required to change their passwords. If no value is entered, a default message is displayed.

   5. Mobile Force Password Change Text – a customized text to be displayed when users who are logging in through the mobile user interface are required to change their passwords. If no value is entered, a default message is displayed.

6. Specify values for any of the following URL options:

   1. Full User Help URL – Enter a value to indicate the URL to the online help that opens when a full user clicks the Help link at the bottom of a page. If you are using the included system online help, this value should be "360Help.asp".

      If you want to link to your own, customized version of online help, enter the URL to it here. If this value is left blank, no Help link will be displayed to full users.

   2. Guest User Help URL – Enter a value to indicate the URL to the online help that opens when a guest user clicks the Help link at the bottom of a page. If you are using the included system online help, this value should be "360Help.asp". There is not a different included online help system for guest users.

      If you want to link to your own, customized version of online help, enter the URL to it here. If this value is left blank, no Help link will be displayed to guest users.

   3. Support URL – Enter a value to indicate the URL to a technical support site, for example, http://www.accruent.com/support/support-portal. If this value is specified, a Support link will be displayed on all application pages, next to the Help link.

   4. SSO Logout URL – If SSO (Single Sign-On) is enabled, a value can be entered to specify the URL users will be redirected to when logging out of the system. If no value is entered, users will be redirected to the login page.

7. Specify values for any of the following Notification options:

   All of the following values can contain static text, email tokens, and HTML tags.

   Email tokens are system field variables that are replaced with appropriate values when the email is sent. For example, the %lbl_request_id% token inserts the work request ID.

   HTML tags can be used to format text or insert hyperlinks. For example <b>text</b> creates boldfaced text.

   1. Close Notif Subject – Enter a value to indicate the subject line used for emails sent to notify a user that a work request has been closed.

   2. Close Notif Body – Enter a value to indicate the body text for emails sent to notify a requestor that a work request has been closed. Inserting the %Survey_Text% token anywhere in this field will cause the entire text in this field to be replaced by the text in the Survey Text field for any work order configured to receive a survey

   3. Survey Text – Enter a value to indicate the body text to be used for close notification emails for work orders that are configured to receive a survey. Typically, this value is the same as the Close Notif Body value but with additional text to suggest the requestor take a survey and includes the %Survey_Text% token that inserts the URL to the survey.

   4. Survey Confirmation Text – Enter a value to indicate the body text for emails sent to respond to a user who has just completed a survey.

   5. Notify Requestor Subject – Enter a value to indicate the subject line used for emails sent to notify the user who made a work request that the work request has been updated.

   6. Notify Requestor Body – Enter a value to indicate the body text for emails sent to notify the user who made a work request that the work request has been updated.

   7. Notify Requestor Confirmation Subject – Enter a value to indicate the subject line used for emails sent to notify the user who made a work request that the work request has been created.

   8. Notify Requestor Confirmation Body – Enter a value to indicate the body text for emails sent to notify the user who made a work request that the work request has been created.

   9. Auto Notify Subject – Enter a value to indicate the subject line for automatic notification emails sent to periodically update users on the status of a work request, regardless of whether the request has been updated.

   10. Auto Notify Body – Enter a value to indicate the body text for automatic notification emails sent to periodically update users on the status of a work request, regardless of whether the request has been updated.

8. In the Guest User Email Required field, select Yes to require guest users to have an email address entered on their user profiles.

9. In the Enable Favorites field, select Yes to enable the Favorites functionality, allowing users to maintain a list of frequently used application pages.

10. In the Task Based Scheduling field, select Yes to enable Task-Based Scheduling, allowing multiple tasks to be associated with a single work order.

11. In the Asset Scan Option for Tasks field, select Yes to allow the Task Wizard to allow tasks to be performed by scanning each asset. This disregards the order the tasks are presented in and allows users to physically move from asset to asset and perform whatever task is associated with that asset.

12. Set any of the following ALT values to establish alternate settings for a customized login page.

    Note:

    Custom configuration is required to set up an alternate login page. For assistance, contact technical support.

    All of these fields represent the alternates for the values described in the Login section (step 3), with the addition of the following values:

    1. Login Page Legal Text ALT – Enter the text be displayed at the bottom the login page (intended to be used for legal disclaimers).

    2. Alternate Login Page URL – Enter the URL to the alternate login page.

13. If the Emergency Escalation feature is enabled, specify values for the following emergency escalation notification options.

    These values define the subject and body of the emergency escalation email notifications sent. They can contain email tokens (for example, %lbl_request_id%) and HTML tags.

    • Emergency Escalation Subject – Enter a value to indicate the subject line used for emails sent to notify users that a high priority work request has not been addressed.
    • Emergency Escalation Body – Enter a value to indicate the body text for emails sent to to notify users that a high priority work request has not been addressed.

14. Click UPDATE.