Configuring the system
Prerequisite
- Access to the Configuration > System (CM006) menu.
Introduction
Through the Configuration component, it is possible to perform general adjustments and customizations in SoftExpert Suite.
The System (CM006) menu is used to set general configurations referring to the system and to the admin user. Moreover, it allows for layout adjustments and system activation configurations.
See how to use this menu:
Configuring the system
1. Access the Configuration > System (CM006) menu.
2. Select the desired tab and apply the necessary configurations:
General
Through this tab, it is possible to enter general information about the system and its admin user.
See the fields available for completion:
| Company ID | Enter the company ID of the organization that acquired the SoftExpert solution. |
| Company name | Enter the organization's company name. This name will be used for presentation screens, report issuance, and license key validation. |
| Administrator e-mail | Enter the e-mail of the system administrator. |
| Language | Select the language that will be used when the administrator logs in. |
| Currency symbol | Enter the symbol of the currency that will be used in the system by default. |
| Encoding | It displays the encoding configuration type of the language chosen during the initial parameterization of the system. |
| Environment type | It informs whether the installed system is a Production or a Test environment. The environment type is defined at the moment of activating the system. To change it, the corresponding configuration must be adjusted in the Distribution Center and the system must be activated again. |
| Sensitive to uppercase and lowercase letters | It displays how the system is configured as to database/frontend* queries. |
| Sensitive to diacritics | It displays how the system is configured as to database/frontend* queries. |
*Saying that the system is sensitive to uppercase and lowercase letters and sensitive to diacritics means that it distinguishes between uppercase and lowercase letters, and between words with and without diacritics. That is, a search for "Customer" will return results different from "customer" or "CUSTOMER". This behavior may impact search results, as it requires that the searched token corresponds exactly to the capitalization of the stored data.
Through the General tab, it is also possible to create or change the admin password. To do so, simply use the New password and Confirm new password fields.
Layout
Through this tab, it is possible to configure the appearance of SoftExpert Suite, the logos that will be used in the system and in its reports, and the image that will be displayed on the login screen.
See further details about the layout customization options:
| Report format | Define whether the reports generated through the system will be displayed in A4 or Letter format. |
| Logo | Define the logo that will be used as default in SoftExpert Suite. |
| Login logo | Define the logo that will be used on the login screen of SoftExpert Suite. |
| Login screen background image | Define the image that will be used as background on the login screen of SoftExpert Suite. Only files with .jpg or .png extension, with a maximum dimension of 1350 x 1080 pixels, and with a maximum size of 1 MB can be uploaded. |
| Report logo | Define the logo that will be used by default on the reports issued by the components of SoftExpert Suite. |
| Theme | Select the desired option to change the appearance of SoftExpert Suite. |
The insertion mode is the same for all logos and images; simply follow the steps below:
1. In the field in which you wish to insert the image, click on the 
button.
2. On the screen that will open, click on the button or drag and drop the file containing the logo or image you wish to use.
3. After selecting the file, in the selection panel, it is possible to adjust the image.
4. Click on the Send button.
Advanced
Through this tab, it is possible to configure how the system will behave when displaying records and when information is typed. It also allows for activating birthday notifications and setting parameterizations on the home page and login screen of the system.
| Display lower level records | |
| Records per page | Set the default number of records that will be shown on a page, in the lists of records of the SoftExpert Suite components. |
| Use select list for a number less than or equal to ___ record(s) | Enter the number of records needed for a zoom field to be displayed as a checkbox. This option aims to make record selection easier. |
| Prefer typing from right to left in numeric fields | Check this option so that, as users fill in numeric fields, the digits are shown from right to left. This configuration will not be applied to fields that have specific masks or that are non-changeable. |
| Birthdays of the day | Enable this option so that users are notified of the birthdays of the day. Remember that notifications vary depending on the parameterization set in the Notification center; they can be enabled for a user's department, leader, and subordinates. |
| Revert main login screen to previous version | Enable this option so that the display mode of the single sign-on and of the User and Password fields on the login screen are reverted to the previous version. |
| Update user home upon editing department/team/position | Enable this option so that the Home of a user is updated when their department, position, or team is changed. |
Chatbot
Through this tab, it is possible to enable integration with a chatbot provider.
The chatbot will receive the logged user's information, allowing for interaction with several SoftExpert Suite components. This includes features such as tracking workflows, viewing documents, and executing basic commands.
• Currently, only integration with Take Blip is possible.
• The organization needs to hire the provider, build the chatbot flow, and acquire the script directly with Take Blip; on the System (CM006) > Chatbot menu, only the integration can be enabled.
API Manager
By default, when a request is made via a data source, the system does not natively store the data in order to prevent overload, keeping the history and simplified data only. However, problems may occur in some cases, and in order for them to be identified more easily, the requests must be detailed.
Through this tab, it is possible to enable the debug mode of the requests made via data source in the system.
When debug is enabled, detailed information about the requests will be stored for the determined period.
When the time set for debug is over, the job stops running. If it is still necessary to monitor request data, this resource will have to be enabled again.
Data protection
Privacy notice
This resource allows for configuring a legal notice for users, related to the personal data handling policy, to be shown when they log in. It aims to ensure compliance with the new laws on the treatment of personal and sensitive data.
1. Enable the I wish to configure a privacy notice option.
2. Use the Configure privacy notice field to insert and format the message that will be communicated to users when they log in.
3. Enable the Allow sending this privacy notice and Allow sending this privacy notice to external users also fields to display the notice to both the internal and external users of the system.
Consent list
Through this tab, it is possible to filter the statuses of the users who accepted the data collection or those whose response is still pending. Moreover, it is possible to add or remove columns with the basic information of the user who is registered in SoftExpert Suite, such as: employee name, department, leader, status, etc.
As soon as the legal notice is configured and the user logs in to the system, the notice will be displayed on their data screen. When the notice is accepted, it will be possible to view, on the user data screen, in the Privacy notice section, the last consented notice, with its issue date and time.
After the user accepts the notice, the accepted version will be recorded, as there may be cases in which it is necessary to edit the notice and send it again.
3. After applying the necessary changes, click on the 
button.
• For more details on how to activate the system, click here.
• Check the details on how to configure file storage by clicking here.
• For more information about configuring the Amazon S3 storage fields, refer to the Configuring Amazon Console Home article.
Conclusion
All done! The customizations have been applied to the system.