Use this function to install a service pack for the selected domain.
Use this function to install an upgrade to the selected domain.
This option displays only if the selected domain has a Costpoint connection, and will not display if the domain is Master. It allows you to delete the Costpoint database connection.
If the selected domain does not have a Costpoint connection, this option will display, and it will not appear if domain is Master. This option allows you to create a Costpoint connection. Information needed to create the connection is as follows:
Database Platform – Oracle or SQLServer
IP Address/Host Name – The IP address or host name for the database server
Port – The port number that the database server is listening to
Instance/Database Name – For Oracle, the instance name for the Costpoint database. For SQL Server, the name of the database.
User ID – The user ID that the system should connect to the database as. This is typically the DELTEK account.
Password – The password for the User ID specified above
Use this function to install a license file change for the selected domain. This option does not appear if the domain is Master or Sample. Select the hyperlink for more details.
This non-editable field displays the selected domain name.
This non-editable field displays the selected schema name.
Select the appropriate option to enable or disable the login for this domain and schema.
Select the locale to be used by this domain and schema. The options are "German," "English (United Kingdom)," "English (United States)," "Spanish," "French," and "Dutch."
Enter the location of your company logo graphic file. When you click Apply, this information will be stored in the Deltek Time & Expense with Employee Self Service Configuration table. The company logo will appear above the global options area on the page.
Enter the location of your product branding graphic file. When you click Apply, this information will be stored in the Deltek Time & Expense with Employee Self Service Configuration table. The product branding graphic will appear above the menu navigation area and spread over to the company logo area.
Enter the location of the graphic file that you want to use on your splash screen, which will cover the application area. When you select the Apply pushbutton, this information will be stored in the Deltek Time & Expense with Employee Self Service Configuration table.
From the Authentication Method drop-down list, select either Database, LDAP, or SSO, depending on which method you use to authenticate user logins.
For information on configuring LDAP or SSO, refer to your Deltek Time & Expense with ESS installation guide.
From the Login ID Source drop-down list, select either Login ID or Context ID, depending on which method you use to authenticate employee logins.
The ID fields are located in the Employee Information screen.
For information on configuring SSO LDAP, refer to the Deltek Time & Expense with ESS installation guide.
When you select Case Sensitive Login ID, the user names are authenticated based on an exact match, including upper and lower case letters.
To ignore case when authenticating user names, clear the check box.
Select this check box to allow a mix of upper and lower case letters in login passwords.
Export Location
Enter the location where all export files will be stored. When you select the Apply button, this information is inserted into the Deltek Time & Expense with Employee Self Service Configuration table.
Enter the location where all import files will be stored. When you select the Apply pushbutton, this information is inserted into the Deltek Time & Expense with Employee Self Service Configuration table.
Enter the location where all trash files will be stored. When you select the Apply pushbutton, this information is inserted into the Deltek Time & Expense with Employee Self Service Configuration table.
Select this pushbutton to remove all files and folders from your Trash directory. This will permanently remove the files.
If you are using the Bar Code preprocessor, enter the directory location that will receive incoming Receipt Travelers. After the preprocessor examines the bar code printed on the Receipt Traveler, it renames the file with the Expense ID information gathered from the bar code and moves it to the Receipt Storage location. If the preprocessor can't read the bar code, it moves the Receipt Traveler to the Traveler Rejection Location directory.
Enter the location to store incoming PDF expense receipts.
Enter the directory location that will receive Receipt Travelers rejected by the Bar Code preprocessor.
The option you select here determines the extent of system resources available to the Bar Code preprocessor when it reads the bar codes on Receipt Traveler files stored in the Traveler Import location.
Options include 1-5, with 1 representing the fastest processing time.
Enter the location where all receipt images will be stored. When you click Apply, this information is inserted into the Deltek Time & Expense with Employee Self Service Configuration table.
If your company uses Deltek Mobile Time, enter the location for storing the message bundles for this module. Click OK to save your changes. This option defines the location where the message bundles are stored after you click Create File(s) on the Custom Text screen of General Configuration.
Enter the e-mail addresses for your main system and for notifications from the Time, Expense, and ESS modules.
Enter your system's main e-mail address. When you click Apply, this information is stored in the Deltek Time & Expense with Employee Self Service Configuration table.
Enter the e-mail address that you want to use when sending e-mail notifications from the Time module.
This e-mail address appears in the From line of the e-mail. The name of the person originating the e-mail appears in the body of the message, and optionally, the originator's Employee ID also appears, provided that Show Employee ID in Workflow is selected in Configuration/General/Miscellaneous.
Enter the e-mail address that you want to use when sending e-mail notifications from the Expense module.
This e-mail address appears in the From line of the e-mail. The name of the person originating the e-mail appears in the body of the message, and optionally, the originator's Employee ID also appears, provided that Show Employee ID in Workflow is selected in Configuration/General/Miscellaneous.
Enter the e-mail address that you want to use when sending e-mail notifications from the ESS module.
This e-mail address appears in the From line of the e-mail. The name of the person originating the e-mail appears in the body of the message, and optionally, the originator's Employee ID also appears, provided that Show Employee ID in Workflow is selected in Configuration/General/Miscellaneous.
Enter your system's SMTP port. When you select the Apply pushbutton, this information is stored in the Deltek Time & Expense with Employee Self Service Configuration table.
Enter your system's SMTP server name. When you select the Apply pushbutton, this information is stored in the Deltek Time & Expense with Employee Self Service Configuration table.
Enter your system's SMTP user ID. When you select the Apply pushbutton, this information is stored in the Deltek Time & Expense with Employee Self Service Configuration table. This is an optional field.
Enter your system's SMTP password. When you select the Apply pushbutton, this information is stored in the Deltek Time & Expense with Employee Self Service Configuration table. This is an optional field.
Select this check box to save the user's Login ID to the same cookie that stores the user's locale/language preference on the login screen.
When you select this option, the user's login ID defaults in the Login ID field the next time the user accesses the Login screen.
Select this check box to save the user's domain to the same cookie that stores the user's locale/language preference.
When you select this option, the user's domain defaults in the Domain field the next time the user accesses the Login screen.
Select this check box to allow employees who have forgotten their passwords to reset them. When you select this check box, users who click Forgot Password on the Login screen are redirected to the Password Self-Reset dialog box, where they must answer a pre-defined security question. The security question displays in the language the user selected from the Language/Locale drop-down list on their Login screen.
If this domain is enabled for more than one language, the Security Question grid displays.
In the Security Question grid, type a question that a user can answer when confirming his or her identity for the Password Self-Reset feature. The question will apply for all users, regardless of class or function role.
The question can be up to 120 characters long. It should be personal enough so that only the user is likely to know the answer, such as the maiden name of the user's mother or the name of the high school the user attended.
If your firm supports multiple languages in Deltek Time & Expense with ESS, type the security question in each of the languages you support to ensure that the question will display in the user’s selected language.
If you change the security question for Reset Password, click Clear Answers to remove answers provided by users to the previous question. You should only clear the answers if the security question has changed and the answers no longer apply to the new question.
Enter the name of your Timesheet Pre Save Stored Procedure. This is an optional field.
Enter the name of your Timesheet Post Save Stored Procedure. This is an optional field.
Enter the name of your Timesheet Pre Sign Stored Procedure. This is an optional field.
Enter the name of your Timesheet Post Sign Stored Procedure. This is an optional field.
Enter the name of your Timesheet Post Approve Stored Procedure.. This is an optional field.
Enter the name of your Expense Report Pre Sign Stored Procedure. This is an optional field.
Enter the name of your Expense Report Post Sign Stored Procedure. This is an optional field.
Enter the name of your Expense Report Pre Save Stored Procedure. This is an optional field.
Enter the name of your Expense Report Post Save Stored Procedure. This is an optional field.
Enter the name of your Expense Authorization Pre Sign Stored Procedure. This is an optional field.
Enter the name of your Expense Authorization Post Sign Stored Procedure. This is an optional field.
Enter the name of your Expense Authorization Pre Save Stored Procedure. This is an optional field.
Enter the name of your Expense Authorization Post Save Stored Procedure. This is an optional field.
Select this pushbutton to update the database with your changes for the selected domain and schema. Company Logo, Branding Area Graphic, and Splash Screen Graphic are required fields. If you do not make entries in these fields, the system will display an error message when you select the Apply pushbutton.
You will receive a confirmation message when the domain is updated. Use your browser's Back button to return to the screen.