Global Settings

Modified on Tue, 27 Jan at 11:41 AM

TABLE OF CONTENTS


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 ElementDescription
Settings
Public UrlThe public address of the ManagementStudio instance, usually as a DNS entry (e.g. http://managementstudio.com).
Default Landing PageThe 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 clientWhen 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 messageThe 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 SecretEnter the Azure Application client secret key.
Azure Application Certificate ThumbprintEnter the certificate thumbprint. For more details, see the official Microsoft article.
Certificate Thumbprint Guidance
Azure Proxy Server UrlSpecify 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 HoursNumber of hours the "Set Password" link remains valid after account creation (default: 48 hours).
Forgot Password EnabledEnable or disable the use of the "Forgot Password" page for password resets.
Forgot Password Reset Timeout HoursNumber of hours the "Reset Password" link is valid after being generated (default: 6 hours).
PowerShell APIOverride API policies (should only be modified by ManagementStudio engineers).
Set-MSApiPolicyCustomise PowerShell script interaction with APIs. Consult support before modifying.



Global Policies

Configure system-wide operational policies for scheduling, performance, maintenance, and integrations:

UI ElementDescription
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 ProcessingProcess scheduled project tasks in parallel (one thread per project).
Enable Parallel Schedule ProcessingProcess scheduled tasks by schedule in parallel (one thread per schedule type, e.g. 15min, 30min, 1-hour).
Performance
Enable/Disable Link History DB IndexesImproves performance on medium (around 50k records) instances; may negatively impact large installs. Consult with ManagementStudio support before enabling.
Enable Links CacheEnable caching for links to improve multi-tier report performance.
List of ProjectIds to cacheChoose ProjectIds to be included in link caching.
Refresh Links Cache X HoursInterval for refreshing the links cache (recommended: every 2 hours).
DMR Fast Cache

Enable/Disable DMR Fast CacheForce DMR fast cache to become available immediately.
Keep in-memory cache alive for X minutesSet Fast Cache limit (in minutes).
Reset in-memory keep-alive timer if cache is accessedReset 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 CacheEnable to cache recently-run DMRs, improving PowerBI integration performance.
Log Files & Emails
Delete old Temp filesEnable deletion of old temp files.
Delete Temp files older than X daysSpecifies age threshold for temp file deletion (min: 5, recommended: 14 days).
Delete old EmailsEnable 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 LinksAuto-remove User-App-Device links with missing references (e.g. deleted records).
Automatically remove damaged Link historyRemove orphaned or inconsistent link history records.
MS Accounts
Disable old MS User AccountsEnable automatic disabling of user accounts inactive for a specified period.
Disable account after X days since last loginInactive accounts are disabled after this number of days.
Disable AD Domain repair on MS Accounts during AD syncDisables automatic AD domain updates during synchronisation. Account domains will not be updated from AD.
Data Sync
Sync Contact MetadataUpdate user contact information from migration data.
Sync All Items BlueprintsGenerate comprehensive blueprints (e.g. for all apps or users).
Sync Blueprints StacksRefresh blueprint links for entities (apps, users, devices).
Sync Mirrored BlueprintsMirror blueprints between entities (e.g. apps to users, users to devices).
Database
Rebuild Database IndexesRebuilds database indexes for performance improvements, particularly for User-App-Device links.
Low Licence Tickets warning thresholdSets the percentage threshold for displaying licence warning messages.
Low Licence Tickets error thresholdSets the percentage threshold for licence error messages.
Internal
Delete old Message AlertsInternal database maintenance. Do not disable.
Delete Orphaned Batch IdsInternal database maintenance. Do not disable.
ExperimentalEarly opt-in features that may become default in future releases.
Add Read Uncommitted (NoLock) to main GridsImproves loading speed of main grid.
Add Read Uncommitted (NoLock) to DMRsImproves loading speed of DMRs.


Email Settings

Configure email delivery for ManagementStudio:

SettingDescription
Globally Enable EmailEnables or disables global email sending.
Per Minute Send LimitLimits emails sent per-minute (e.g. for O365: 30 per minute).
Retry LimitNumber of times to retry sending failed emails.
Verbose Email LoggingEnables detailed email logs for troubleshooting (generates large files).
Email ServerSelect the email server configuration type.


(Traditional) SMTP Email

SettingDescription
SMTP Server AddressDNS name of the SMTP server (e.g. smtp.office365.com).
Office 365 SMTP Settings
Email Server PortOutgoing mail port (default: 25).
SSL OptionsFor Office 365 use StartTls; default is None.
Trusted ConnectionAllow anonymous email if the server is whitelisted.
Email Account UsernameUsed if Trusted Connection is not enabled.
Email Account PasswordUsed if Trusted Connection is not enabled.



Azure Email (Common Settings)


SettingDescription
Azure Graph API/Exchange OnlineSwitch 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)


SettingDescription
Azure Application Username
Username for Azure application authentication.
Azure Application Password
Password for Azure application authentication.



Azure Email (Client Secret)


SettingDescription
Azure Application Client SecretConfidential client secret for Azure AD authentication.



Azure Email (Certificate Authentication)


SettingDescription
Azure Application Certificate ThumbprintCertificate 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 ElementDescription
Forgot Password is Disabled MessageMessage 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 MessageTag 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 ElementDescription
Download Server Health ReportDownloads the server health report.
Download Core LogsDownloads core logs.
Restart IISRestarts the IIS web service.
Repair Network ClientRepairs network client files.
Export Anon Data StructureExports an anonymous data structure.
View Event Queue StatusViews 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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