System Settings

Select this checkbox to apply organization security for this company.

This checkbox is inactive by default.

The functionality of organizational security in Costpoint client/server and Costpoint Web is almost identical.  In Costpoint Web, however, you must specify an organization security group when linking users or user groups to companies in the Users screen (Administration\Maintain\Users) or the User Groups screen (Administration\Maintain\User Groups).

Select this checkbox to allow users to reuse old passwords for this company.  This checkbox is deselected by default.

If you leave this checkbox deselected, the system saves password history and prevents users from reusing old passwords.

Select this checkbox to enable the use of email for workflow notifications for this company.

This check box is deselected by default.

Enter the SMTP (Simple Mail Transfer Protocol) server name for sending outgoing mail for this company, as applicable.  SMTP is a protocol for sending e-mail messages between servers.

This field is required if you have selected the Use Email for Workflow Notification checkbox, because the system cannot send e-mail without a specified e-mail server.

Enter the port number (Default is 25) for sending e-mail via SMTP protocol.  

Enter the SMTP (Simple Mail Transfer Protocol) server user name, as applicable. SMTP is a protocol for sending e-mail messages between servers.

This field is required if you selected the Use Email for Workflow Notification checkbox and the e-mail server is set up with user ID and password authentication.

Enter the SMTP (Simple Mail Transfer Protocol) server password associated with the user name, as applicable.  SMTP is a protocol for sending e-mail messages between servers.

This field is required if you have selected the Use Email for Workflow Notification checkbox and the email server is set up with user ID and password authentication.

Select this checkbox to always print a cover page as a default for this company.  

This checkbox is deselected by default.

Enter the number of days after which the system should purge the Report Table data for this company.

When batch jobs complete successfully, and this check box is selected, emails are automatically sent to the users with email address entered in the Successful Email List.

Enter one or more email addresses for persons to receive notification when batch jobs complete successfully.  

Separate multiple email addresses with a semi-colon.

When batch jobs fail, and this check box is selected, emails are automatically sent to the users with email address entered in the Unsuccessful Email List.

Enter one or more email addresses for persons to receive notification when batch jobs fail.

Separate multiple email addresses with a semi-colon.

Select a default page size option for this company from the drop-down box.

You can choose from these options:  "None," "Letter," "A4," or "Custom."

Select "Letter" or "A4" papers as the default size for standard reports.  If you select "Custom," you will need to manually enter page height, width, and margin data.

Select a default unit of measure option from the drop-down box. You can choose from these options:  "None," "Inches," or "Millimeters."

Enter the height of the default paper size, based on your selection in the Unit of Measure field drop-down box.

Enter the width of the default paper size, based on your selection in the Unit of Measure field drop-down box.

Enter the default size of the right margin, based on your selection in the Unit of Measure field drop-down box.

Enter the default size of the bottom margin, based on your selection in the Unit of Measure field drop-down box.

Enter the default size of the left margin, based on your selection in the Unit of Measure field drop-down box.

Enter the default size of the right margin, based on your selection in the Unit of Measure field drop-down box.

Enter, or use Lookup to select, the default font to use for reports for this company.

You must first establish fonts in the Report Fonts screen (Administration\Maintain\Reports) before you can assign one for use as a default in this field.

Enter, or use Lookup to select, the default locale to use for reports for this company. The locale defines the format for numbers and dates.

Report locates must first be established in the Report Locales screen (Administration\Maintain\Reports) before you can assign one for use as a default in this field.

The unlabeled field to the right of the Default Locale field displays the description for this locale that was previously set up in the Report Locales screen.

Select this checkbox to print currency symbols for most amounts displayed on reports for this company. This checkbox is deselected by default.

User-specific data DOES NOT take priority over company-specific data for this field.

 

Enter, or use Lookup to select, the default locale file location to use for reports for this company.

Locale file locations must first be established in the Alternate File Locations screen (Administration\Maintain\Files) before you can assign one for use as a default in this field. The file location must also be linked to the user/user group using the Assigned Users/User Groups table window block in the Alternate File Locations screen.

Data entered in this setup screen populates the W_LOCATION_LIST table, and the links between users/user groups and file locations are stored in the W_LOC_USER_LINKS table.

The unlabeled field to the right of the Locale File Location field displays the description for this locale file location that was previously set up in the Alternate File Locations screen (Administration\Maintain\Files).

Enter, or use Lookup to select, the location of the default company logo graphic to display on reports for this company.

Logo file locations must first be established in the Alternate File Locations screen (Administration\Maintain\Files) before you can assign one for use as a default in this field. The file location must also be linked to the user/user group using the Assigned Users/User Groups table window block in the Alternate File Locations screen.

Data entered in this setup screen populates the W_LOCATION_LIST table, and the links between users/user groups and file locations are stored in the W_LOC_USER_LINKS table.

Company logos must first be established in the Company Logos block in this screen before you can select one for use as a default in this screen.

Enter the default footer label to display at the bottom of reports for this company.

User-specific data DOES NOT take priority over company-specific data for this field.

 

Enter the default footer text to display at the bottom of reports for this company.

User-specific data DOES NOT take priority over company-specific data for this field.

 

Your entry in this field applies to all companies established in Costpoint.  This number cannot be different or changed on a company-by-company basis.

Use this field to enter the maximum number of days before a user must change passwords.  You can specify up to five numeric characters (although entering all nines in this field would be the equivalent of 274 years!).

Once the specified number of days has passed, a user cannot log in to Costpoint without changing his password.

Enter the number of days since the last login date before a user becomes inactive. Enter zero to turn off validation.

Your entry in this field applies to all companies established in Costpoint.  This number cannot be different or changed on a company-by-company basis.

Enter up to 12 numeric characters to specify the minimum length for the user's password on a system-wide basis.

Select this checkbox to require at least one numeric character in the user's password on a system-wide basis.

Select this checkbox to require at least one special character in the user's password on a system-wide basis.

Select this checkbox to require at least one upper case and one lower case alphabetic character in the user's password on a system-wide basis.

Use this required field to enter the number of retry attempts that should be made before failing a process or report.

Email notification for success of a batch job or report is sent if the job reaches successful completion before reaching this number of attempts.  

If the number of attempts is surpassed, the job will fail and an email is sent to the persons listed in the unsuccessful email list.

Enter the time (in minutes) to elapse before re-executing a process or report.

Select the check box to have the system verify that the linked employee ID is still active in the employee master.  

If the linked employees status is not active or the termination date is earlier than the current date, the user will not be able to login.

Select this check box to have the system enforce segregation of duties rules.  If this check box is selected, the system checks for conflicting rights set up in the Maintain Users, Maintain User Groups, and Maintain User Override Rights screens (Administration\Maintain\Users).

Even though the segregation of duties functionality is not part of the client/server version, when this check box is selected, certain fields relating to duty conflicts display in various client/server tables and reports.

Enter up to 254 alphanumeric characters to specify the email ID to be used for issues related to Costpoint licensing.   

Enter the URL (Uniform Resource Locator) for the web applications. This URL creates a link attached to Costpoint Web workflow email notifications.

The URL specifies the global address of documents and other resources on the World Wide Web.  The first portion of the address indicates which protocol to use, and the second portion specifies the IP address or the domain name where the resource is located.

File Type	Supported Formats
BMP	1 bit per pixel
BMP	4, 8, or 24 bits per pixel (RLE encoding)
GIF	4 or 8 bits per pixel
JPG	24 bits per pixel
PCX	1, 4, 8, or 24 bits per pixel
TGA	8, 16, or 24 bits per pixel (RLE encoding)
TGA	32 bits per pixel with alpha channel
TIFF	1 bit per pixel (uncompressed). Supported on Windows only
TIFF	8, 16, or 24 bits per pixel (LZW compression)
CCITT	Fax Groups 3 and 4 compression

 

Enter up to 254 alphanumeric characters to identify the file name for a specific logo graphic.

You can click on the Notes icon at the end of the row to enable an easy format by which to add additional information relative to the logo file name or to view previously entered data.  

Enter up to 254 alphanumeric characters to provide descriptive information for the logo file name.

You can click the Notes icon at the end of the row to enable an easy format by which to add additional information relative to the logo file name or to view previously entered data.  

Enter up to 30 alphanumeric characters to specify the file location for the specific logo graphic.

You must first establish alternate file locations in the Alternate File Locations screen (Administration\Maintain\Files) before you can assign the logo locations in this screen.

Enter up to 254 alphanumeric characters to provide the URL (Uniform Resource Locator) location information for the logo file name.

You can click the Notes icon at the end of the row to enable an easy format by which to add additional information relative to the logo file URL or to view previously entered data.  

The URL specifies the global address of documents and other resources on the World Wide Web.  The first portion of the address indicates which protocol to use, and the second portion specifies the IP address or the domain name where the resource is located.

File Extension	Description	Upload Rights	Maximum Size (MB)	Source
CSV	Comma Separated Values Files	Allow	1.00	System Files
TXT	Text Files	Allow	1.00	System Files
BAT	Command Files	Allow	1.00	System Files
CMD	Command Files	Allow	1.00	System Files
EXE	Executable Files	Allow	1.00	System Files
JS	Java Script Files	Allow	1.00	System Files
VB	Visual Basic Script Files	Allow	1.00	System Files
HTM	HTML Files	Allow	1.00	System Files
HTML	HTML Files	Allow	1.00	System Files
(NONE)	Files With No Extension	Allow	1.00	System Files
ZIP	WinZip Files	Allow	1.00	System Files

 

For pre-loaded system file extension names, this field is not editable. To delete a pre-loaded file extension name, including all related data for that extension in the table window, you must delete the row.

To add an additional user-defined file extension name, enter up to 10 alphanumeric characters to identify the file extension name.

For pre-loaded system file extension names, this field is editable.

For new rows of user-defined file extension names, enter up to 254 alphanumeric characters to provide descriptive information for the file extension name.

Select "Allow" or "Deny" upload rights from the drop-down box for files with this extension name.

For pre-loaded system file extension names, this field is editable.

For new rows of user-defined file extension names, the system automatically defaults "Allow" into this field, which can be edited as needed.

Enter the maximum size permitted for this upload file extension in megabytes.

For pre-loaded system file extension names, this field is editable.

For new rows of user-defined file extension names, the system automatically defaults "1.00" into this field, which can be edited as needed.

This field is not editable.

For pre-loaded system file extension names, the system automatically displays "System Files" in this field.

For new rows of user-defined file extension names, the system automatically displays "User Files" in this field.