Customizations > Configuration

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Customizations > Configuration

What can you do on this screen?

On the Configuration screen, you can set up the details for a specific LEAD instance/install. This includes the settings for the system administrator email address, time limits, and email server settings, among several others.

 

Customizations > Configuration

Figure 417: Customizations > Configuration

The configuration settings are organized in groups on the screen:

•User Account - includes options for restricted access for new users and how to handle deleted users.

•Email - includes the settings for email, whether to allow LEAD to send automated emails, as well as the email addresses to use for for the LEAD administrator(s).

•Versioning Options - includes the default options to be checked, when a user versions the initiative.

•Printing - includes the font and font size to use when generating outputs from LEAD.

•Directories - includes the location for web-based help, when installed in a non-standard location.

•Debugging - includes options for debugging issues in LEAD.

•Program - includes various options for LEAD, including the number of tests to create when generating output packages like the ILT Package.

•Database - includes database timeout options.

•Housekeeping - includes options on how long to retain the debug files.

•Delay Actions - includes options on how long the undo message stays on screen.

For each of the configuration entries, you can select an entry and then:

•View Table-View the entry information.

•Edit Table-Edit the configuration entry.

•Select Show History Table-History to review the changes made to the configuration entry, including the user name and date/time of saved changes, and revert to an earlier saved revision.

Finding Entries

If you can't find the entry you're looking for, enter a search term in the Find: field and select Search. The table will list all entries that contain your search term on the screen.

You can also sort the order of the entries that are listed on the screen to find the relevant entry. To do that, select the up or down arrow in the top row of the table. You can click on the column headers of each table to sort the entries by that column. Clicking on a column header again will reverse the sort. Clicking on the column header a third time will remove the sort. Small arrows in the column header let you know which way the data is currently sorted.

hmtoggle_arrow1Viewing or Editing Configuration Entries

On the Configuration screen:

•Select View Table-View to review a selected configuration entry. If you need to make any changes, select Edit on the Configuration Detail screen.

•Select Edit Table-Edit to make changes to a selected configuration entry.

Either of these options opens the Configuration Detail screen, ready for you to review or update the Value field.

Customizations > Configuration Detail Screen

Figure 418: Customizations > Configuration Detail Screen

 

Then:

•Select Save to keep the edits you've made to an existing configuration entry. This will return you to the list of configuration entries.

•If you do not want to keep the edits, just select Cancel to close the pop-up.

•To reset a configuration entry to the default value (if any), delete the information in the Value field and select Save.

•If you're reviewing a configuration entry, you can select Edit to make changes or you can close the pop-up window by selecting the X in the top right of the pop-up.

Type

The Type field contains the name or title of the configuration entry, which cannot be changed. You can only change the value of the configuration entry.

Explanation

The Explanation field may contain a description of the configuration entry, which cannot be changed, as well as information about the configuration text to be entered in the Value field.

Value

The Value field contains the actual configuration text of the configuration entry. If you want/need to reset the value to the default value, if any, delete everything from the Value field and select Save.
hmtoggle_arrow1Details on the Customizations > Configuration Table

No

The number (No) column provides a sequential count of the entries, which is not attached to the entries themselves.

Type

The Type field contains the name or title of the configuration entry, which cannot be changed. You can only change the value of the configuration entry.

Explanation

The Explanation field may contain a description of the configuration entry, which cannot be changed.

Value

The Value field contains the actual configuration text of the configuration entry. If you want/need to reset the value to the default value, if any, delete everything from the Value field and select Save.

?

A * in the ? column denotes that the configuration entry has been changed from the original entry that was provided with LEAD.