TABLE OF CONTENTS
- Introduction
- Accessing the Project Settings
- Overview of the Project settings
- Further Support
Introduction
The Project Settings page in ManagementStudio provides a centralized home for your project configuration options such as general settings, email templates, housekeeping tasks and portal localisation. In the project settings, an administrator can set the project name and other project -wide settings.
Accessing the Project Settings
To view the Project Settings page:
- Switch to Administration (1) -> Scroll down to the project settings panel and click on Project Settings (2)
Overview of the Project settings
A user will have to be a project admin in order to view and access the project settings
In the Project Settings page, an Admin is presented with the following 7 tabs:
- Project Settings
- Project Policies
- Email & Keywords
- Email Template Wrappers
- Link Tags
- Evergreen Servicing Module (ESM) Extra Data
- Portal Labels
Project Settings
An admin can define the following for a project within this tab:
| Project Name | Define the name of the project. |
| Portal Auth Wrapper (DMR, Dashboard, Pages) | Specify the Auth wrapper to be used for DMRs, Dashboards & web pages. |
| Portal No-Auth Wrapper (Survey, Sign-Offs, Self-Schedule | Specify the Auth wrapper to be used for Surveys, Test Sign-Offs & Self-Schedules. |
| Project Icon | Specify an icon for the project. The available icons and names are available here: https://fontawesome.com/v5/search?s=regular |
| Project Order | Specify the order for the project. |
| Project Id | This is a unique internal reference created by ManagementStudio. |
| Project Description | A brief description of the project. |
| Online Icon List | Link to display all the icons available to use. - Classic Regular Style Icons | Font Awesome |
Main Tab Settings
Define and specify the modules available within the project. In the section, an admin can define the order and also what modules that are visible within the project. The colours of the buttons can be set using hex numbers.
| Plural Name | The plural word used to describe the item |
| Singular Name | The singular word used to describe the item |
| Icons | Specify an icon for the button. The available icons and names are available here: https://fontawesome.com/v5/search?s=regular |
| Colour Hex | Specify a colour for the button (use hex colour codes) |
| Visible | Enable or disable the item |
| Display Order | Modify the display |
Dashboard
An admin can hide the build-in dashboards in this section. An admin can also define the number of default dashboards to show if a User has not selected their own.
Hide Build-In Dashboards
The built in Dashboards supplied by ManagementStudio can not be edited, after the project has been running a while and custom Dashboards have been created these built-in Dashboards are no longer required and can be turned off.
Import/Export Project Config
This section is used to import and export project configs.
Project Policies
Over time, ManagementStudio builds up excess cruft that just wastes space. Items and history that we fail to clean up contribute to the problem. Unless an admin steps in, this can build up and cause issues in the future. This tab contains various tools an admin can utilise to clean up ManagementStudio to ensure its running efficiently.
An Administrator has the ability to kick off the process against each task by clicking on the 'Run Now' button next to the required task. NB: Save any changes you make before using the 'Run Now' button.
Housekeeping | |
|---|---|
| Task | Description |
| Delete Items Marked for Deletion (App, User, Device etc) | When an item such as Application, User Migration etc is deleted, it is put in a special queue before it is physically deleted to allow items to be undeleted. This option controls physically deleting the item from the database in a way that can not be undone. An Admin can define the number of days the item can remain in the special queue. |
| Trim Custom Form Field History | A Custom Form Fields that do not have the 'Track History flag' set, then it will only retain this number of previous changes. Custom fields that do have the 'Track History flag' set will ignore this settings and never trim their history. |
Links | |
| Simplify User-App-Device Links to User-Device Links | This option will take the 3-part complex link of User-App-Device and create a new simpler User-Device link. The original complex link will not be changed. |
| Simplify User-App-Device Links to User-App Links | This option will take the 3-part complex link of User-App-Device and create a new simpler User-App link. The original complex link will not be changed. |
| Simplify User-App-Device Links to App-Device Links | This option will take the 3-part complex link of User-App-Device and create a new simpler App-Device link. The original complex link will not be changed. |
| Remove aged App-User-Device Links | Delete User-App-Device links that have reported no new usage. i.e. Remove Adobe Reader from Jonny after 9 months of no usage. We suggest a large number like 365 (1 year). |
| Remove aged link deletion history | If a User had a link to an App deleted e.g. 2 years this option removes that line from the users link history reports. We suggest a large number like 365 (1 year). |
Reminder Emails | |
| Send Self-Schedule Reminder Emails | Sends the Self-Schedule reminder emails at 6am and spreads them out over 3 hours. |
| Send Survey Reminder Emails | Sends the Survey reminder emails at 6am and spreads them out over 3 hours. |
| Send Test Sign-Off Reminder Emails | Sends the Test Sign-Off reminder emails at 6am and spreads them out over 3 hours. |
| Repair Grid/Details Fields | Repairs the Grid and Details fields. |
Report Endpoints | |
| Enable Endpoint for Datamining Reports | Enables Datamining Endpoints for PowerBI, User still is required to be in the 'Run Endpoint Datamining Reports' Role to access the Endpoint. |
| Enable Endpoint for Projection Reports | Enables Projection Endpoints for PowerBI, User still is required to be in the 'Run Endpoint Projection Reports' Role to access the Endpoint. |
| Enable Endpoint for Blueprint Readiness Reports | Enables Blueprint Readiness Endpoints for PowerBI, User still is required to be in the 'Run Endpoint Blueprint Readiness Reports' Role to access the Endpoint. |
| Enable Endpoint for History Reports | Enables History Endpoints for PowerBI, User still is required to be in the 'Run Endpoint History Reports' Role to access the Endpoint. |
Email & Keywords
Email Settings: This section provides the ability for the admin to define the Email From Address, Email From Display Name and also enable the Email tracking functionality.
Monitor a Mailbox
ManagementStudio can monitor an email mailbox and automatically add replies to emails sent from ManagementStudio as notes on the related record. E.g. If a user replies to their survey email, App Test sign off. New emails in the mailbox that are not replies to emails from ManagementStudio can automatically be raised as Defects to be looked at by your team.
Enable Email tracking above must be enabled for ManagementStudio to process the mailbox.
| UI Element | Description |
| Monitor Mailbox Enabled | Note: Enable Email Tracking above, must be enabled for ManagementStudio to process the mailbox. |
| Create Defects for emails sent to the mailbox that are not replies to ManagementStudio emails | New emails in the mailbox that are not replies to emails from ManagementStudio can automatically be raised as Defects to be looked at by your team. |
| Pre-Processor ScriptId | Fires after the system process the email but before it saves the results. This allows that system's interpretation of the email to be overridden. |
| Shared Mailbox Alias | Used to read from a shared mailbox rather than its own mailbox. |
| Email Connection | |
| Mail Server Address | Specify the DNS name of the SMTP server. Do not use an IP address. E.g. smtp.office365.com. This article shows the required settings for sending via Office 365: Office 365 SMTP Settings |
| Email Server Port | Specify the port number that the outgoing mail server will use to send and deliver emails. The default port of an outgoing mail server is 25. |
| SSL Options | For Office 365 use: StartTls None (default): No |
| Trusted Connection | Enable this option if the ManagementStudio server has been whitelisted to send emails anonymously. |
| Email Account Username | Disable 'Trusted connection' to authenticate with a Username and Password. The username used to authenticate with the hosted mailbox. |
| Email Account Password | Disable 'Trusted connection' to authenticate with a Username and Password. |
| Connect to Azure | Tick this option to connect to O365 OAuth |
| Azure Directory (Tenant Id) | Provide the Azure directory (Tenant id) |
| Azure Application (Client Id) | Provide the Azure Application (Client Id) |
| Troubleshooting Email | |
| Last Error | Any error that occurred whiles connecting to the email server. |
| Last Message Id | Clear this value if the email processor is not picking up existing emails. |
| Last Message Date | Clear this value if the email processor is not picking up existing emails. |
Project Keywords
Project keywords are a setlist of five keywords ([Project-Keyword-1..5]) whose value is fixed. These can be used for values that are popular but rarely change. For example, if there is a URL to the project help site or a project mailbox that you need to include in a number of emails.
Email Template Wrappers
Default Email/Button Wrappers
An admin has the ability to customise the default email template. In the email template wrapper 1 (default) window, an admin can customise the images displayed, the email header and footer.
Core Email Templates
New User Account Email
When a new user is created within the system, they are sent a welcome email with a 'Set Password' and the download ManagementStudio links.
Change Password Email
Emails sent to users when the 'Reset Password' admin option is used or when the User uses the 'Forgot Password' portal page.
Internal Event Email
This are the generic emails sent by the system for events such as App Moved Process, New Device created, New Defect created etc. An admin can define the internal event email subject and the email body accordingly.
Additional Email/Button Wrappers
If additional email templates and buttons are required within a project, an admin can utilise the additional templates available within this section.
Link Tags
Evergreen Servicing Module (ESM) Extra Data
Within the ESM tab, an admin has the ability to define a number of ESM global data that can be referenced and used when running an ESM plan within a project.
There are a total of 10 values that can be stored and then referenced in the criteria as a variable in the format of
[Data1] through to [Data10]
ManagementStudio has the ability to connect to three separate System Center Configuration Manager (SCCM) instances via the ESM module. An Admin can setup a writeback connection to a SCCM instance.
The ManagementStudio service account requires Read/Write access to the SCCM database
The following details are required:
- The SCCM Site Code
- Site FQDN
- ManagementStudio Service Account Name
- ManagementStudio Service Account Password
Portal Labels
In this tab, an administrator has the ability to customize the error & warning message that appears when a User encounters an error whilst using the portal.
Portal Text
| Setting | Description |
|---|---|
| Portal Banner Area Html | The banner that appears within the portal pages. For example <img src="[Project-Url-Resource-Logo.png]" width="600" height="130" border="0" style="border:0; outline:none; text-decoration:none; display:block;" /> |
| Default Tag Message | The tag message shown under all portal messages to the user, success, warning or error. For example, 'For support or questions, please contact dreamteams@project.com' |
| Internal Server Error Header | The header of the message displayed. |
| Internal Server Error Message (Error) | The content of this textbox is displayed to the end user when there is an internal server error. |
Portal Localisation - Self-Schedule
| Setting | Description |
|---|---|
| Self-Schedule Header Message (Warning) | Self-Schedule header warning message. |
| Self-Schedule Locked Message (Warning) | Warning message displayed when the self-schedule is locked. |
| Self-Schedule Expired Message (Warning) | Warning message displayed when the self-Schedule link is expired. |
| Self-Schedule Fully Booked Message (Warning) | Displayed when there are no more free Schedule slots. |
| Self-Schedule Header Message (Error) | Self-Schedule header error message. |
Self-Schedule Invalid Schedule Message (Error) | Displayed when there's an invalid schedule error |
Self-Schedule Invalid instance Message (Error) | Displayed when there's an invalid instance. |
Self-Schedule Invalid Url Message (Error) | This is displayed to the end- user when the Self-Schedule Url is invalid. |
Self-Schedule Invalid Security Message (Error) | This is displayed to the end-user when there's an invalid security issue. |
Self-Schedule Invalid DeployUnit Message (Error) | This is displayed when deployment unit is invalid or not found. |
Self-Schedule DeployUnit Bad Dates Message (Error) | This is displayed when the deployment unit has an invalid start and end dates set. |
Self-Schedule Disabled Message (Error) | Displayed when the Self-Schedule option is disabled. |
Portal Localisation - Surveys
| Setting | Description |
|---|---|
| Warning Survey Header Message (Warning) | Survey header warning message. |
| Warning Survey Locked Message (Warning) | A warning screen displayed when the survey is locked. |
| Survey Header Message (Error) | Survey header error message. |
| Survey Invalid Survey Message (Error) | This is displayed when it is an invalid survey. |
| Survey Invalid Instance Message (Error) | This is displayed when survey is invalid. |
| Survey Invalid Url Message (Error) | This is displayed when its an invalid survey Url. |
| Survey Invalid Security Message (Error) | Invalid Security info |
| Survey Pdf Print Expired Message (Error) | Displayed when the time to print a survey as PDF has expired. |
| Survey Disabled Message (Error) | Displayed when the Survey is disabled. |
Portal Localisation - Test Sign-Offs
| Setting | Description |
|---|---|
Test Sign-Off Header Message (Warning) | Sign-Off Warning message. |
Test Sign-Off Locked Message (Warning) | Displayed when the Sign-Off record is locked. |
Test Sign-Off Header Message (Error) | Sign-Off Error header message. |
Test Sign-Off Invalid Test Type Message (Error) | Invalid Sign-Off error message. |
Test Sign-Off Invalid Survey Message (Error) | Invalid Sign-Off error message. |
Test Sign-Off Invalid instance Message (Error) | Displayed when the test Sign-Off is invalid. |
Test Sign-Off Invalid Url Message (Error) | Displayed when its an invalid Sign-Off Url. |
Test Sign-Off Invalid Security Message (Error) | Invalid security info |
Test Sign-Off PDF Print Expired Message (Error) | Displayed when the time to print a test as PDF has expired. |
Test Sign-Off Disabled Message (Error) | Displayed when the Test Sign-Off is disabled. |
Further Support
If you require further support, please visit ManagementStudio's Service Desk to search the knowledge base or create a new support ticket.
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