Learn about SoftExpert Configuration
Welcome!
SoftExpert Configuration is the component that gathers all the configurations working in the background of the system. It is meant for the initial adjustments that prepare SoftExpert Suite for use. To this end, it provides tools that allow for a range of operations, such as adjusting the system layout, configuring e-mail servers and license keys, and monitoring the jobs executed in the system.
Do you want to learn more? Watch the video to have an overview of the component:
What are its characteristics?
When accessing the component, you will see it is divided into the following menus:
| Configuration | Menu intended for setting the configurations of the system. It is used to configure its layout, access groups, task notifications, among other options. |
| Tool | Menu that allows for scheduling and tracking the import of various data types into SoftExpert Suite. |
| Monitoring | Menu that allows for monitoring the jobs executed in SoftExpert Suite, such as e-mail sending and system activations. |
Shall we start?
By following the categories below, you will be able to correctly configure the system for operation and use SoftExpert Configuration efficiently.
The first category encompasses the configurations of the system:
The second category contains the configurations for access to the system:
With the third category, it is possible to configure system notifications:
The fourth category includes the actions necessary to configure the reports generated by SoftExpert Suite:
The fifth category teaches you how to configure system data queries:
With the sixth category, it is possible to import data into the system:
The seventh category comprises the monitoring of the services executed in the system:
And with the eighth category, it is possible to configure access permissions for external users:
