TABLE OF CONTENTS
- Global Configuration Guide
- Global Settings
- Global Policies
- Email Settings
- Portal Localisation
- Troubleshooting
- Further Support
Global Configuration Guide
This article outlines the global configuration options available in ManagementStudio, including global settings, policies, email configuration, portal localisation, and troubleshooting actions.

Global Settings
Configure site-wide and email settings in the Global Settings section:
| UI Element | Description |
|---|---|
| Settings | |
Public Url | The public address of the ManagementStudio instance, usually as a DNS entry (e.g. http://managementstudio.com). |
Default Landing Page | The URL users are redirected to upon accessing the front page. Set this to direct users to a specific page such as the Application List (e.g. http://managementstudio.com/1/p/a/list/1/22e7ert8575769596). |
| Authentication | |
Client Download Access / Require Login to download client | When enabled, users must log in to download the ManagementStudio client. Without login, they will see a specified message instead of the download page. |
Require Login to download client message | The message displayed to users who are not logged in and attempt to access the client download page. |
| Azure Authentication (Client & Web Portal) | Azure Authentication supports login to both the desktop client and Web Portal, allowing access to surveys and other pages. |
Azure Directory (Tenant Id) | Enter the Azure Directory (Tenant ID). |
Azure Application (Client Id) | Enter the Azure Application (Client ID). |
Azure Application Client Secret | Enter the Azure Application client secret key. |
Azure Application Certificate Thumbprint | Enter the certificate thumbprint. For more details, see the official Microsoft article. Certificate Thumbprint Guidance |
Azure Proxy Server Url | Specify the proxy server URL used with Azure authentication. |
| Windows Authentication (Web Portal) | Allows users to access the web portal using Windows Authentication. To enable: 1. Install the Windows Authentication feature on the ManagementStudio server. 2. Enable it in IIS. 3. Set WindowsAuth:Enabled in appSettings.json.Windows Auth Guidance |
| Account Password Resets | |
New Account Set Password Timeout Hours | Number of hours the "Set Password" link remains valid after account creation (default: 48 hours). |
Forgot Password Enabled | Enable or disable the use of the "Forgot Password" page for password resets. |
Forgot Password Reset Timeout Hours | Number of hours the "Reset Password" link is valid after being generated (default: 6 hours). |
| PowerShell API | Override API policies (should only be modified by ManagementStudio engineers). |
Set-MSApiPolicy | Customise PowerShell script interaction with APIs. Consult support before modifying. |
Global Policies
Configure system-wide operational policies for scheduling, performance, maintenance, and integrations:
| UI Element | Description |
|---|---|
| Internal Scheduler | |
Auto Recovery Look back window (minutes) | Scheduler can look back up to the specified number of minutes for missed tasks (0 disables; 45 mins recommended). |
Enable Parallel Project Processing | Process scheduled project tasks in parallel (one thread per project). |
Enable Parallel Schedule Processing | Process scheduled tasks by schedule in parallel (one thread per schedule type, e.g. 15min, 30min, 1-hour). |
| Performance | |
Enable/Disable Link History DB Indexes | Improves performance on medium (around 50k records) instances; may negatively impact large installs. Consult with ManagementStudio support before enabling. |
Enable Links Cache | Enable caching for links to improve multi-tier report performance. |
List of ProjectIds to cache | Choose ProjectIds to be included in link caching. |
Refresh Links Cache X Hours | Interval for refreshing the links cache (recommended: every 2 hours). |
| DMR Fast Cache | |
Enable/Disable DMR Fast Cache | Force DMR fast cache to become available immediately. |
Keep in-memory cache alive for X minutes | Set Fast Cache limit (in minutes). |
Reset in-memory keep-alive timer if cache is accessed | Reset timer if Fast Cache accessed before above limit is reached. |
Maximum cache age before expiry... | Set Fast Cache maximum (in-memory & on-disk; in minutes) |
Maximum number of DMRs that... | Restrict number of DMRs which can have Fast Cache enabled. |
Enable PowerBI Cache | Enable to cache recently-run DMRs, improving PowerBI integration performance. |
| Log Files & Emails | |
Delete old Temp files | Enable deletion of old temp files. |
Delete Temp files older than X days | Specifies age threshold for temp file deletion (min: 5, recommended: 14 days). |
Delete old Emails | Enable deletion of old emails. |
How many days should ManagementStudio hold on to previously sent emails... | Number of days to retain sent emails for possible resending; manages database size for high-volume mailings. |
| Links | |
Automatically remove damaged Links | Auto-remove User-App-Device links with missing references (e.g. deleted records). |
Automatically remove damaged Link history | Remove orphaned or inconsistent link history records. |
| MS Accounts | |
Disable old MS User Accounts | Enable automatic disabling of user accounts inactive for a specified period. |
Disable account after X days since last login | Inactive accounts are disabled after this number of days. |
Disable AD Domain repair on MS Accounts during AD sync | Disables automatic AD domain updates during synchronisation. Account domains will not be updated from AD. |
| Data Sync | |
Sync Contact Metadata | Update user contact information from migration data. |
Sync All Items Blueprints | Generate comprehensive blueprints (e.g. for all apps or users). |
Sync Blueprints Stacks | Refresh blueprint links for entities (apps, users, devices). |
Sync Mirrored Blueprints | Mirror blueprints between entities (e.g. apps to users, users to devices). |
| Database | |
Rebuild Database Indexes | Rebuilds database indexes for performance improvements, particularly for User-App-Device links. |
Low Licence Tickets warning threshold | Sets the percentage threshold for displaying licence warning messages. |
Low Licence Tickets error threshold | Sets the percentage threshold for licence error messages. |
| Internal | |
Delete old Message Alerts | Internal database maintenance. Do not disable. |
Delete Orphaned Batch Ids | Internal database maintenance. Do not disable. |
| Experimental | Early opt-in features that may become default in future releases. |
Add Read Uncommitted (NoLock) to main Grids | Improves loading speed of main grid. |
Add Read Uncommitted (NoLock) to DMRs | Improves loading speed of DMRs. |
Email Settings
Configure email delivery for ManagementStudio:
| Setting | Description |
|---|---|
Globally Enable Email | Enables or disables global email sending. |
Per Minute Send Limit | Limits emails sent per-minute (e.g. for O365: 30 per minute). |
Retry Limit | Number of times to retry sending failed emails. |
Verbose Email Logging | Enables detailed email logs for troubleshooting (generates large files). |
Email Server | Select the email server configuration type. |
(Traditional) SMTP Email
| Setting | Description |
|---|---|
SMTP Server Address | DNS name of the SMTP server (e.g. smtp.office365.com).Office 365 SMTP Settings |
Email Server Port | Outgoing mail port (default: 25). |
SSL Options | For Office 365 use StartTls; default is None. |
Trusted Connection | Allow anonymous email if the server is whitelisted. |
Email Account Username | Used if Trusted Connection is not enabled. |
Email Account Password | Used if Trusted Connection is not enabled. |
Azure Email (Common Settings)
| Setting | Description |
|---|---|
Azure Graph API/Exchange Online | Switch email send method |
Azure Directory (Tenant Id) | Provide Azure Directory Tenant ID. |
Azure Application (Client Id) | Provide Azure Application Client ID. |
Send From Email Address | Specify the sender's mailbox. |
Azure Proxy Server Url | URL for outbound proxy (if required). |
Azure Email (User/Pass Authentication)
| Setting | Description |
Azure Application Username | Username for Azure application authentication. |
Azure Application Password | Password for Azure application authentication. |
Azure Email (Client Secret)
| Setting | Description |
|---|---|
Azure Application Client Secret | Confidential client secret for Azure AD authentication. |
Azure Email (Certificate Authentication)
| Setting | Description |
|---|---|
Azure Application Certificate Thumbprint | Certificate thumbprint for authentication. Ensure the certificate is installed on the host machine. |
Portal Localisation
Project Administrators can customise portal messages for password-related actions.
Forgot/Change Password Localisation
| UI Element | Description |
|---|---|
Forgot Password is Disabled Message | Message shown when forgot password functionality is disabled. |
Info Account Header (Info) | Message displayed upon successful password change. |
Error Account Header (Error) | Error shown on account issues. |
Default Tag Message | Tag message shown on all portal notifications (success, warning, error). |
Change Password Succeeded Message (Info) | Message for successful password changes. |
Forget Password Succeeded Message (Info) | Message for successful password forgotten email |
Change Password Invalid Url Message (Error) | Shown when a password change link is invalid. |
Change Password Account not found message (Error) | Error when account is not found during password change. |
Change Password Failed message (Error) | Error shown if password change fails. |
Change Password link Expired Message (Error) | Shown if the password change link is expired. |
Troubleshooting
Administrative troubleshooting and maintenance actions:
| UI Element | Description |
|---|---|
Download Server Health Report | Downloads the server health report. |
Download Core Logs | Downloads core logs. |
Restart IIS | Restarts the IIS web service. |
Repair Network Client | Repairs network client files. |
Export Anon Data Structure | Exports an anonymous data structure. |
View Event Queue Status | Views the status of the event queue. |
Email Core Logs (Weekly on Thursdays) | Emails core logs to ManagementStudio support for proactive diagnostics. |
Further Support
For additional assistance, visit the ManagementStudio Service Desk to search the knowledge base or to create a new support ticket.
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