Project Settings

Modified on Mon, 26 Jan at 5:09 PM

TABLE OF CONTENTS

Project Settings Overview
Accessing Project Settings
Project Settings Tabs
Further Support

Project Settings Overview

The Project Settings page in ManagementStudio provides centralised configuration for project-specific options, including general settings, email templates, housekeeping, and portal localisation. Only users with project admin permissions can view and access the Project Settings page.

Accessing Project Settings

To access the Project Settings page:

Navigate to Administration → Project Settings.

Project Settings Tabs

The Project Settings page contains the following tabs:

Project Settings
Project Policies
Email & Keywords
Email Template Wrappers
Link Tags
ESM (Evergreen Servicing Module) Extra Data
Portal Labels

Project Settings Tab

This tab allows administrators to define core information and configure modules for the project.

Project Settings

Field	Description
`Project Name`	Set the project name.
`Portal Auth Wrapper (DMR, Dashboard, Pages)`	Specify the authentication wrapper for DMRs, dashboards, and web pages.
`Portal No-Auth Wrapper (Survey, Sign-Offs, Self-Schedule)`	Specify the no-authentication wrapper for surveys, test sign-offs, and self-schedules.
`Project Icon`	Assign a project icon from FontAwesome regular icons.
`Project Order`	Set the project display order.
`Project Id`	Unique internal reference generated by ManagementStudio.
`Project Description`	Enter a brief summary of the project.
`Online Icon List`	Link to available icons: Classic Regular Style Icons

Main Tab Settings

Define which modules (buttons) are visible within the project and their order, labels, icons, and colours.

Field	Description
`Plural Name`	Plural term for the item (e.g., "Devices").
`Singular Name`	Singular term for the item (e.g., "Device").
`Icons`	Specify an icon from FontAwesome.
`Colour Hex`	Set the button colour using a hex code.
`Visible`	Toggle item visibility.
`Display Order`	Order in which the item appears.

Dashboard

Hide built-in dashboards that cannot be edited once custom dashboards are in use.
Define the number of default dashboards displayed for users who have not customised their dashboard selection.

Hide Built-In Dashboards

Disable ManagementStudio's pre-supplied dashboards when custom dashboards are in place.

Import/Export Project Config

Import or export project configuration files.

Project Policies Tab

This tab provides tools for cleaning up and maintaining project data and configuration.

Note: Save any changes before using the Run Now button to immediately execute a task.

Housekeeping

Task	Description
Delete Items Marked for Deletion	Permanently remove items after a retention period. Admin sets the number of days items remain recoverable.
Trim Custom Form Field History	Limit history for fields with `Track History` flag unset; fields with the flag enabled are not trimmed.

Links

Task	Description
Simplify User-App-Device Links to User-Device Links	Generate simpler User-Device links from 3-part links (original links remain unchanged).
Simplify User-App-Device Links to User-App Links	Generate simpler User-App links from 3-part links.
Simplify User-App-Device Links to App-Device Links	Generate simpler App-Device links from 3-part links.
Remove aged App-User-Device Links	Delete aged User-App-Device links with no usage (recommend value: 365 days).
Remove aged link deletion history	Remove aged link deletion entries from reports (recommend value: 24 months).

Reminder Emails

Task	Description
Send Self-Schedule Reminder Emails	Send reminders at 6am, distributed over 3 hours.
Send Survey Reminder Emails	Send survey reminders at 6am, distributed over 3 hours.
Send Test Sign-Off Reminder Emails	Send test sign-off reminders at 6am, distributed over 3 hours.
Repair Grid/Details Fields	Repair grid and details field data.

Report Endpoints

Task	Description
Enable Endpoint for Datamining Reports	Enable PowerBI endpoints for Datamining Reports. Requires appropriate role.
Enable Endpoint for Projection Reports	Enable PowerBI endpoints for Projection Reports. Requires appropriate role.
Enable Endpoint for Blueprint Readiness Reports	Enable PowerBI endpoints for Blueprint Readiness Reports. Requires appropriate role.
Enable Endpoint for History Reports	Enable PowerBI endpoints for History Reports. Requires appropriate role.

Email & Keywords Tab

Configure project email addresses, enable mailbox monitoring, and define project keywords.

Email Settings

Set the following:

Email From Address
Email From Display Name
Enable Email tracking functionality

Monitor a Mailbox

Enable ManagementStudio to monitor a mailbox for replies, and automatically add relevant email responses as notes on associated records.

Setting	Description
`Monitor Mailbox Enabled`	Enable mailbox monitoring. Email tracking must be enabled.
`Create Defects for emails...`	Create defects for new, unrelated emails received.
`Pre-Processor ScriptId`	Script to override email interpretation post-processing.
`Shared Mailbox Alias`	Use a shared mailbox instead of a dedicated individual mailbox.

Email Connection

Field	Description
`Mail Server Address`	DNS name of SMTP server (use DNS not IP). Office 365 SMTP example.
`Email Server Port`	Port for outgoing mail, default is 25.
`SSL Options`	SSL configuration (e.g., StartTls for Office 365, None for default).
`Trusted Connection`	Enable if server is whitelisted for anonymous email sending.
`Email Account Username`	Username for mailbox authentication (disable `Trusted Connection` first).
`Email Account Password`	Password for mailbox authentication (disable `Trusted Connection` first).
`Connect to Azure`	Enable to use O365 OAuth.
`Azure Directory (Tenant Id)`	Azure directory tenant ID.
`Azure Application (Client Id)`	Azure application client ID.

Troubleshooting Email

Field	Description
`Last Error`	Details of the last email server connection error.
`Last Message Id`	Clear value if previously processed emails are missed.
`Last Message Date`	Clear value if previously processed emails are missed.

Project Keywords

Define up to five fixed project keywords (Project-Keyword-1 to Project-Keyword-5) for commonly used, infrequently changing values, such as URLs or shared mailbox addresses.

Email Template Wrappers Tab

Customise system emails and button wrappers for your project.

Default Email/Button Wrappers

Edit the default email template wrapper, including logos, header, and footer appearance.

Core Email Templates

New User Account Email: Sent to users on account creation. Contains "Set Password" and download links.
Change Password Email: Sent on password reset via admin or "Forgot Password" function.
Internal Event Email: Used for system notifications, e.g., application moves or new device/defect creation. Subject and message can be customised.
Additional Email/Button Wrappers: Create additional customised email/buttons as required.

Link Tags Tab

Configure link tags specific to the project (details will depend on your deployment requirements).

ESM (Evergreen Servicing Module) Extra Data Tab

Configure up to ten ESM global data values, referenced in ESM plan criteria as [Data1] through [Data10].

ManagementStudio can connect to up to three System Center Configuration Manager (SCCM) instances via ESM.

Required details to set up SCCM integration:

SCCM Site Code
Site FQDN
ManagementStudio Service Account Name (requires read/write access)
ManagementStudio Service Account Password

Portal Labels Tab

Customise user-facing text, errors, and warnings on the portal.

Portal Text

Setting	Description
`Portal Banner Area Html`	HTML for portal page banners (e.g., project logo image).
`Default Tag Message`	Default message under all portal messages (e.g., contact details for support).
`Internal Server Error Header`	Header displayed on internal server errors.
`Internal Server Error Message`	Content for internal server error messages.

Portal Localisation - Self-Schedule

Setting	Description
`Self-Schedule Header Message (Warning)`	Warning above self-schedule view.
`Self-Schedule Locked Message (Warning)`	Warning when self-schedule is locked.
`Self-Schedule Expired Message (Warning)`	Warning for expired self-schedule link.
`Self-Schedule Fully Booked Message (Warning)`	Warning when all slots are booked.
`Self-Schedule Header Message (Error)`	Error above self-schedule view.
`Self-Schedule Invalid Schedule Message (Error)`	For invalid schedule errors.
`Self-Schedule Invalid instance Message (Error)`	For invalid instance errors.
`Self-Schedule Invalid Url Message (Error)`	For invalid URL errors.
`Self-Schedule Invalid Security Message (Error)`	For invalid security errors.
`Self-Schedule Invalid DeployUnit Message (Error)`	For invalid deployment unit.
`Self-Schedule DeployUnit Bad Dates Message (Error)`	For invalid deployment unit date range.
`Self-Schedule Disabled Message (Error)`	When self-scheduling is disabled.

Portal Localisation - Surveys

Setting	Description
`Warning Survey Header Message (Warning)`	Warning above survey panel.
`Warning Survey Locked Message (Warning)`	When survey is locked.
`Survey Header Message (Error)`	Error above survey panel.
`Survey Invalid Survey Message (Error)`	For invalid survey errors.
`Survey Invalid Instance Message (Error)`	For invalid survey instance.
`Survey Invalid Url Message (Error)`	For invalid survey URL.
`Survey Invalid Security Message (Error)`	Security violation in survey.
`Survey Pdf Print Expired Message (Error)`	Survey PDF export expired.
`Survey Disabled Message (Error)`	When survey is disabled.

Portal Localisation - Test Sign-Offs

Setting	Description
`Test Sign-Off Header Message (Warning)`	Warning above sign-off.
`Test Sign-Off Locked Message (Warning)`	When sign-off record is locked.
`Test Sign-Off Header Message (Error)`	Error above sign-off.
`Test Sign-Off Invalid Test Type Message (Error)`	Invalid sign-off test type.
`Test Sign-Off Invalid Survey Message (Error)`	Invalid sign-off survey.
`Test Sign-Off Invalid instance Message (Error)`	Invalid sign-off instance.
`Test Sign-Off Invalid Url Message (Error)`	Invalid sign-off URL.
`Test Sign-Off Invalid Security Message (Error)`	Security violation in sign-off.
`Test Sign-Off PDF Print Expired Message (Error)`	Sign-off PDF export expired.
`Test Sign-Off Disabled Message (Error)`	When test sign-off is disabled.

Further Support

For further assistance, visit the ManagementStudio Service Desk to search the knowledge base or create a new support ticket.