Use the Miscellaneous tab of General System Settings to enter various system-wide settings, including enabling workflow logs and instant messaging, setting polling intervals for alerts, and setting the default font for the Text Editor.
Contents
Workflow
| Field | Description |
|---|
| Enable Workflow Log
|
Select this option to enable the Workflow log. If you choose to log workflow actions, the log records the progress of each workflow, such as when events start, and when individual actions succeed, fail, or are not executed because defined conditions are not met. This log is mainly used as a troubleshooting tool to determine why workflow alerts do or do not work correctly.
|
| Number of days to retain log
|
If you selected the
Enable Workflow Log option, enter the number of days that you want workflow actions retained.
|
| Web Service Timeout (seconds)
|
The default duration for web service timeout is 100 seconds. Use this field to prolong the duration before web service timeout. Enter 0 or make it blank to make the duration infinite.
|
| Allow APIs to Trigger Workflow
|
Select this option to allow regular workflows to be triggered from an API (for example, when a new employee is hired and imported into
Vision).
|
Internet Authentication
| Field | Description |
|---|
| Domain
|
If your company requires credentials for
Vision to make an Internet (HTTP) call, enter the authentication domain name.
|
| Username
|
If your company requires credentials for
Vision to make an Internet (HTTP) call, enter the authentication username.
|
| Password
|
If your company requires credentials for
Vision to make an Internet (HTTP) call, enter the authentication password name.
|
Activity Settings
| Field | Description |
|---|
| Polling Interval for Alerts
|
Activity alerts are designed to remind you of calendar events, tasks to be assigned or approved, and the need to submit timesheets, expense reports, and project budgets. The polling interval that you specify determines how often Vision checks for alert activity.
Enter the polling interval in seconds. The value you enter must be greater than 0. Deltek recommends a value of 6; however, it can be higher if needed.
|
| Allow Users to Share Their Calendars
|
Select this option to allow calendars to be shared and viewed among
Vision users.
This option is only available if the CRM application is installed. This option is selected by default.
|
Text Editor Font Defaults
Specify the default font and size that the Text Editor uses whenever someone enters text in a memo, comment, note, description, or proposal field. The default settings are also used in reports that include these fields.
Changing the default font and size does not change any existing text in these fields. The new font and size apply only to text that you enter after you make the change.
| Field | Description |
|---|
| Font
|
Use this field to select the default font.
|
| Size
|
use this field to select the default size.
|
| Field | Description |
|---|
| Default Attachment Save Location (MODI)
|
If your company uses Microsoft Office and Desktop Integration (MODI), you can use this field to set up a system default location for email message attachments.
|
| Enable Instant Messaging
|
Select this option to enable the Instant Message and Email feature. You can click the icon next to an employee’s name to use the Employee lookup to send an Instant Message or an email message directly to that employee in the
Vision database.
|
| Application Session Timeout (Minutes)
|
Enter the amount of idle time after which a user will be prompted to log back into
Vision. A blank value indicates that no timeout exists, and users will not be required to log back into
Vision, no matter how long they have been idle.
|
Online Help
| Field | Description |
|---|
| Type of Help
|
Select the type of online help that you want users to access in
Vision.
This setting also applies to the iAccess for Vision help if you use iAccess for Vision.
|
| Support Username
|
This option is available if
Hosted is the designated type of online help. Hosted help requires that the
Vision Administrator enter a Deltek Customer Care Connect site username, which will allow any user to access online help that matches the version of software that the firm is using. When the users log into the help for the first time, they must enter this username. After their initial log in, the online help will be accessible without entering the username.
|
| Support Password
|
This option is available if you select
Hosted is the designated type of online help. The
Vision Administrator enters the matching Deltek Customer Care Connect site password that allows any user to access the hosted help for the version of software that your firm is using. When the users log into the help for the first time, they must enter this password. After their initial log in, the online help will be accessible without entering the password.
|
FILESTREAM
| Field | Description |
|---|
| File Size Upload Limit (Megabytes)
|
This field displays if
Vision is configured to allow employees to upload documents for transactions, templates, and Info Centers (it does not apply Adobe InDesign templates). When you upload a document, a copy of the file is stored in
Vision. To control the size limit for each file, enter the maximum allowable file size in Megabytes (MB). If the uploaded file exceeds the allowable limit,
Vision displays an error message an includes the impacted file names.
This field cannot be blank. If you do not enter a maximum file size,
Vision defaults to 50MB.
The
Deltek
Vision Advanced Technical Installation Guide provides a system administrator with the instructions on how to enable FILESTREAM (a Microsoft SQL Server feature), which allows you to store the uploaded documents.
|
Export Reports as Files
The following export options allow you to save reports, including invoices, on the Vision application server or a server of your choice.
| Field | Description |
|---|
| Export Reports as Files drop-down
|
Use these options to select the type of export process, if any, that you want to apply to Vision reports including Billing invoices:
- Do Not Allow Reports to be Exported
— Select this option if reports will not be exported.
- Allow Reports to be Exported to Application Server — Select this option to export reports to a file on the application server. The export process occurs when the
Export Reports as Files When Printing option is selected on the Print Setup dialog box. On this dialog box, you can define the format for saving the report. For example, you might want to save an invoice file on the application server when the invoice is final printed but not when the draft invoice is created.
- Allow Reports to be Uploaded via SFTP — Select this option to use Secure File Transfer Protocol (SFTP) to export and save invoices to an application server of your choice. When you choose to upload via SFTP, Vision enables options so that you can specify the
SFTP Host Name,
User Name, and
Password to ensure that your files are securely transferred to the appropriate location. The export process occurs when the
Upload Reports via SFTP when Printing option is selected on the Printer dialog box. On this dialog box, you can define the format for saving the report. For example, for Billing Invoices you might want to save an invoice file on the application server when the invoice is final printed but not when the draft invoice is created.
For additional information on implementing SFTP with Microsoft IIS, see:
http://www.iis.net/learn/publish/using-the-ftp-service/using-ftp-over-ssl-in-iis-7
If you do not use Microsoft IIS for SFTP, refer to your vendor's documentation for additional information.
|
| SFTP Host Name
|
If
Allow Reports to be Uploaded via SFTP is selected for
Export Reports as Files, use this field to record the name of the SFTP host.
|
| SFTP Username
|
If
Allow Reports to be Uploaded via SFTP is selected for
Export Reports as Files, use this field to record the SFTP username.
|
| SFTP Password
|
If
Allow Reports to be Uploaded via SFTP is selected for
Export Reports as Files, use this field to record the SFTP password.
|
| Field | Description |
|---|
| Kona Account Key
|
To enable the options in the Opportunity and
Project Info Centers to link an opportunity or
project to a Kona space, enter your Kona Business token or oAuth client ID in this field. You can obtain the oAuth client ID from your Kona business administrator.
If you enter a token, you can have
Vision create a Kona space when you add a
project, link that space to the
project, and automatically make the space available in the
Project Info Center when you or other members of the space display the
project record. Similarly, you can have
Vision create, link, and display spaces for opportunities in the Opportunity Info Center. Employees listed on the Team tab when you save the
project or opportunity initially are automatically invited to join the Kona space. Entering the token in this field also gives you the option to link
projects or opportunities to existing Kona spaces.
If you are using iAccess for Vision, you can link a Kona space to a project. You must enable the
Kona Account Key here in order to do so.
If you leave this field blank, Kona spaces cannot be linked directly to specific
projects or opportunities. The only available access to Kona from
Vision in that case is through the
 Kona option on the main
Vision toolbar. If no token is entered in this field, that option simply launches Kona.
Prerequisites: For an employee to be able to use the Kona integration features in the Info Centers, the following must be true:
- Their
Vision access rights must give them access to the
project or opportunity record.
- They must be set up as a user of the firm's Kona Business account.
- They must log on to Kona on the Misc tab of the User Options dialog box in
Vision.
- If they are not the space owner, they must be invited to join, and accept membership in, the Kona space for the
project or opportunity.
- They must be using Microsoft® Internet Explorer® 9 or a later version.
|
| Kona Account Secret
|
Enter your corresponding oAuth client secret for the oAuth client ID that you entered on the
Kona Account Key field. You can obtain the oAuth client secret from your Kona business administrator.
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