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versago3:system_settings [2022/06/21 09:55] dlee [Installation ID] |
versago3:system_settings [2025/05/16 12:37] (current) afernandes [Email Server] |
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| - | ====== Data View Record Threshold====== | + | ====== Settings ====== |
| + | |||
| + | ===== Data View Record Threshold ===== | ||
| The system will warn users when a Data View returns more records that the established threshold. | The system will warn users when a Data View returns more records that the established threshold. | ||
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| {{ : | {{ : | ||
| - | ====== Bizweaver Token ====== | + | ===== Bizweaver Token ===== |
| - | The Bizweaver token is a key generated in the Bizweaver application. | + | The Bizweaver token is a key generated in the Bizweaver application. |
| Copy and paste the token generated from Bizweaver. | Copy and paste the token generated from Bizweaver. | ||
| - | {{ :versago3: | + | Entering the BW URL will allow users to save time in setting up a BW call by having the Bizweaver URL auto-populate in: |
| + | Action Links | ||
| + | Multi-select submission | ||
| + | Standard form button | ||
| + | Custom form button | ||
| - | ====== Session Inactive Period====== | + | |
| + | {{ : | ||
| + | |||
| + | ===== Session Inactive Period ===== | ||
| Set the time a user’s session can be inactive before the session is automatically closed. | Set the time a user’s session can be inactive before the session is automatically closed. | ||
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| {{ : | {{ : | ||
| - | ====== Email Server====== | + | ===== Email Server ===== |
| - | The settings are used to configure a connection to an SMTP (email) server. | + | Versago now supports two methods for configuring your SMTP server for sending emails, including password reset links: Basic Authentication and OAuth Authentication |
| - | {{ :versago3:email01.png? | + | Go to the // |
| + | |||
| + | The settings below are used to configure a connection to an SMTP (email) server. | ||
| + | |||
| + | ===SMTP Basic Authentication=== | ||
| + | |||
| + | {{ :versago3:email1.png? | ||
| * Only one SMTP connection can be defined for a Versago installation. | * Only one SMTP connection can be defined for a Versago installation. | ||
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| </ | </ | ||
| - | ======= | + | ===Oauth Authentication (For Exchange Online Only)=== |
| + | OAuth authentication is a more secure method that allows you to authenticate using your Microsoft Exchange Online credentials. With this method, you will need a Tenant ID, Client ID and Client Secret values. | ||
| + | {{ : | ||
| + | |||
| + | * Email Address: The email address you want to use for sending emails. | ||
| + | * Tenant Id: Your organization' | ||
| + | * Client Id: The Client ID from your Microsoft Azure Active Directory application. | ||
| + | * Client Secret: The Client Secret associated with the Azure Active Directory application. | ||
| + | *Test Email is used to verify your settings. | ||
| + | * Enter a recipient email address and click [**Send**]. | ||
| + | |||
| + | <WRAP center round important 90%> | ||
| + | Make sure that you have registered the correct application in Azure Active Directory and that the Tenant Id, Client Id and Client Secret are valid | ||
| + | </ | ||
| + | ===== Password Reset ===== | ||
| This setting is used to configure the message that is sent when a user clicks the “Reset Password” link on the Versago home page. | This setting is used to configure the message that is sent when a user clicks the “Reset Password” link on the Versago home page. | ||
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| <WRAP center round important 90%> | <WRAP center round important 90%> | ||
| - | The Email Server configuration is required to send the reset message. | + | The Email Server configuration is required to send the password |
| </ | </ | ||
| - | ======= Payment Gateway ======= | + | ===== Payment Gateway ===== |
| + | The settings are used to configure the payment gateway credentials and valid payment methods to process payments through Versago. | ||
| - | ====== Time Zone - Versago Server | + | {{ : |
| + | |||
| + | * Currently only Authorize.Net is supported | ||
| + | * Select valid payment methods | ||
| + | * Select the Demo option during testing. This option must be cleared for production operations. | ||
| + | |||
| + | <WRAP center round important 90%> | ||
| + | For security reasons, the password is not shown once the settings are saved. | ||
| + | </ | ||
| + | ===== Time Zone - Versago Server ===== | ||
| Select the time zone where Versago is hosted. This is then used in conjunction with the user’s time zone in calendar data views | Select the time zone where Versago is hosted. This is then used in conjunction with the user’s time zone in calendar data views | ||
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| {{ : | {{ : | ||
| - | ======= Form File Upload Setting | + | ===== Form File Upload Setting ===== |
| Enter the list of file type extensions allowed to be uploaded in Forms and the maximum file size | Enter the list of file type extensions allowed to be uploaded in Forms and the maximum file size | ||
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| {{ : | {{ : | ||
| - | ====== Installation ID ====== | + | ===== Installation ID ===== |
| Enter your Installation ID as provided by Third Wave's licensing. | Enter your Installation ID as provided by Third Wave's licensing. | ||
| {{ : | {{ : | ||
| + | |||
| + | ===== Mobile Home Page Title ===== | ||
| + | Enter the home page title displayed in mobile devices. | ||
| + | |||
| + | {{ : | ||
| + | ---- | ||
| + | |||
| + | **[[versago3: | ||