Tenant
The paragraph describes the core administration of the tenant of a system.
General Settings, Tenant and Tasks mail notification
General
Displays the name of the tenant.
Tenant
Displays the options to configure the tenant.
Attribute | Description |
|---|---|
Default language | Select a default language for the tenant via a dropdown. The list will display all supported languages to choose from. This selection will affect all users within this tenant. Users can override this selection for their own accounts within the user profile. |
Support e-mail address | Changes the display of the support e-mail address in the support information area on the bottom left side of all users. |
Delegation allowed for | Here it is possible to determine for which Context Roles delegation (transfer of task to third parties) is allowed. If a process manager is selected, users with the role of process manager can delegate for example tasks to the users´ assigned group of co-workers. |
Task Mails
Displays the options to set task mail behavior on the whole tenant.
Attribute | Description |
|---|---|
Send e-mails if the new task was assigned | The users will receive e-mail notifications if they are assigned a new task. |
Notify the user only if the previous task was not done by him | The users will receive e-mail notifications if a task was not done by them. |
Notify the user if his task was done by somebody else | The users will receive e-mail notifications if their task is done by somebody else. |
Notify by group mail | If a group has an e-mail address set, the group task mail will be sent to this address. |
Notify group members if a group task was thrown | The group members will receive e-mail notifications if task is thrown. |
Application host | The host name of the server on which the system was installed is displayed. |
Application port | The port of the server on which the system was installed in entered. |
Parameter | This field should only be adapted, if necessary, by an employee of the system. |
LDAP and Mailserver
LDAP
The configuration of the LDAP interface to the system can be set up. A detailed description on the LDAP module and the configuration can be found here (coming soon).
Attribute | Description |
|---|---|
Authentication | An authentication interface is specified. If this field is empty, the TIM-databank is used automatically. In order to establish an LDAP-Authentication, the parameter ´LDAP´ has to be entered. |
LDAP host | If an LDAP interface is used, the hostname (IP address) of the LDAP server has to be entered here. |
LDAP port | If an LDAP interface is desired, the port of the LDAP server has to be entered here (Standard is:389). |
Factory initial | The parameter entered here is needed for the initialization of the LDAP interface and must match the following: |
Authentication type | The kind of data encryption during the transmission of the LDAP interface has to be entered. The field can contain the parameters “simple“ or “digest-md5“. |
DNS prefix | A DNS prefix for the network can be specified, if it is used in the network. In most cases, this parameter can stay empty. |
DNS suffix | If a DNS server exists in the network, the DNS suffix has to be entered here. There parameter entered here is supplied by the network´s IT. |
LDAP test user (will not be stored) | User for testing LDAP connection. |
LDAP test password (will not be stored) | Password of the user that is been used to test the LDAP connection. |
Test LDAP connection | By clicking on this button, the accuracy of the LDAP connectivity can be checked. |
Mailserver
The configuration of the mail server interface to the system can be set up.
Attribute | Description |
|---|---|
Default e-mail | The e-mail address that is displayed as the sender on the system notification mails is entered in this input field. |
StartTLS | Activates the TLS encryption to the mail server, if desired or necessary. |
SMTP host | Here, the IP or host name of the mail server used has to be entered. |
SMTP port | The port that the mail server follows is entered (standard port:25). |
Absence message to | Returned absence messages can be forwarded to a certain mail box (to be enetred here). |
Notify on error | A group can be selected via drop-down menu that should be notified if an email fails or not be delivered in the system. The group needs to have an e-mail address assigned. |
Maximum attachment size in MB | The size of the attachments can be entered here. |
Auth type |
|
SMTP user | The user having the right to send e-mails via the mail server is entered. |
SMTP password | Specifies the password of the according SMTP user. |
SMTP requires authentication | Activates the authentication to the mail server if necessary. |
Send test e-mail | By clicking on this button, the dispatching of TIM notification e-mails can be simulated in order to test their functionality. Further information is available from email testing (coming soon). |
Miscellaneous and AWS Credentials
Miscellaneous
General settings to the tenant.
Attributes | Description |
|---|---|
Maximum file size | Set the maximum file size in MB that can be processed with the system here. Applies for example to attachments or uploads. |
Maximum user count | Number of users that can have access to the system. Defined by the license type applied to the system. |
Maximum process count | Number of maximum process that can be deployed to the system. |
AWS Credentials
Credentials for connectivity with Amazon Web Services.
Attributes | Description |
|---|---|
S3 bucket name | Name of the to be addressed Amazon Simple Storage Service. |
SQS queue URL | Amazon SQS queue URLs are require to send, receive, and delete queue messages. |
Tenant ID | AWS account identifier. |
Tenant secret | Secret relate to the AWS account. |
AWS region | Region location of the Amazon Web Service. |
UI configuration
UI configuration
Global look-and-feel and behavior options for the portal and worklists.
Attributes | Description |
|---|---|
Portal headline | Text shown in the header of the portal (e.g., your company or tenant title). |
Group tasks are not shown in ‘All open tasks | Hides tasks that are only assigned to groups from the All open tasks view. Users will see only tasks directly assigned to them. |
Open Form in fullscreen | Opens task/process forms without the surrounding navigation to maximize working space. |
Enable dark mode | Activates a dark theme for the UI. |
Enable Workflow Categories (Launchpad) | Turns on workflow categories across the tenant. Categories appear in the Launchpad (tile & list) and as a filter/type column in Workflow Design. |
Forwarding after instance creation | Defines where users are redirected after creating a process instance (e.g., stay on form/confirmation, go to instance details, or back to the start list). |
Handle Consecutive Tasks | If the next task of the same instance is immediately assigned to the user, open it automatically after finishing the current task. Improves straight-through work. |
Lists layout | Default table presentation for lists (e.g., multi-row/scrollbar behavior so that all columns remain visible). Applies to Launchpad lists, task lists, and admin tables. |
Search mode | Sets the global search behavior: quick global search vs. structured search. |
Quick-Filter mode | Enables/defines the compact per-column filtering UX above tables. |
Filter mode | Enables/defines the advanced filter panel for complex filtering across multiple fields. |
Locked user attributes
Controls which profile fields can be changed by end users versus administrators.
These settings affect the fields shown on Administration → Users → Additional information and notification preferences on user profiles.
Attributes | Description |
|---|---|
Changeable by all users | If you move an option to this list, it can be changed by all users themselves |
Changeable by administrators | If you move an option to this list, it can only be changed by administrators |
Save
Upon clicking the 'Save' button all changes to the tenant will take effect.
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