On the top navigation bar, click preferences.
Setup Guide: Home - Previous topic - Next topic
General preferences include these settings:
Contact information
Alert settings
Email templates
Auto login reminder
Display name
Export/import
Action log
Organization home page
Locale settings
Some of the above-mentioned settings are common between you and your service provider. These include Email templates, Auto login reminder, Display Name, Export/import, and Organization home page settings. The configuration of all these settings is inherited from your service provider's preferences. Therefore, when your service provider changes the configuration of any of these settings on his General Preferences page, these changes are also applied to your settings. You can prevent these changes occurring due to inheritance by changing the configuration of your settings on this page. Once you change the configuration of a setting, it is not inherited from your service provider and does not change even if your service provider changes his preferences. Some of the above-mentioned settings are common between you and your resellers and organizations. These include Email templates, Auto login reminder, Display Name, Export/import, and Organization home page settings. The configuration of all these settings for your resellers and organizations is inherited from your preferences. Therefore, when you change the configuration of any of these settings on this page, these changes are also applied to the settings of your resellers and organizations, unless they have already changed it. Once your resellers and organization administrators have changed the configuration of their settings, your changes for those settings are not inherited by them. Some of the above-mentioned settings are common between your service provider, you, and your resellers and organizations. These include Email templates, Auto login reminder, Display Name, Export/import, and Organization home page settings. The configuration of all these settings is inherited from your service provider's preferences to you and then to your resellers and organizations. Therefore, when your service provider changes the configuration of any of these settings on his General Preferences page, these changes are also applied to your settings and then to the settings of your resellers and organizations. To prevent these changes being inherited from your service provider, you need to change the configuration of your settings on this page. Once you change the configuration of a setting, it is not inherited from your service provider and does not change even if your service provider changes his preferences. Similarly, to prevent these changes being inherited from you, your resellers and organization administrators can change the configuration of their settings on their General Preferences page.
How to get to the general preferences page
Contact information includes:
Name. The name of a contact person. This information is optional, and you can enter up to 128 characters.
Email. An email address at which the contact person can be reached. This email address is separate from the Alerts address. If you want to use the same address for both of these email contacts, you need to edit them separately.
Phone. A telephone number for the contact person.
To change contact information, click edit at the bottom of the form, type the new information in the text boxes, then click Save.
The alerts setting shows the address to which system-level email alert messages are sent. These alerts are the email messages sent to resource owners, resellers and organizations sites when resource usage warning levels the usage warning levels for resource types are reached. Email alerts are sent when service providers generate usage reports (either manually or according to a set schedule). Resellers and organization site administrators cannot manually update usage information.
Usage warning levels are the percentage of resource type usage that triggers alerts. These levels are established when the system is set up. Service providers and resource owners set these levels when they manage resources, resellers, and organizations. When a warning level is reached, email alerts are sent to the resource owners, resellers and organizations sites who use that specific resource type so they can take action before resources are exhausted.
The email template settings determine the formats used when the system sends automated email messages. Automated messages include the welcome messages sent to new resellers, organizations, and resellers, sites, and users and warning messages about resource types. Options include:
Email format. The format used for the email messages.
Text. A simple format used for email. The text format is limited in that it cannot contain any formatting such as special fonts, font styles (such as bold and italic), indents, margins, or pictures. Plain text is the most portable format, however, because it is supported by nearly every application on every machine.
HTML. A format that uses HTML (hypertext markup language) coding. HTML supports text formatting, numbering, bullets, alignment, horizontal lines, pictures (including backgrounds), HTML styles, stationery, signatures, and linking to Web pages.
Email encoding. The method of converting characters for transmission through email. To display correctly, certain character sets require specific encoding. Choose from among the common encoding types or provide your own.
When you use auto login to access a control panel, a pop-up reminder is displayed. It enables you to confirm or cancel the auto-login, and it reminds you to click Log Out to return to your control panel when you are done.
If the box next to this setting is checked, The reminder is turned on. The pop-up is displayed whenever you use auto-login to access a control panel.
If the box is not checked, the reminder is turned off. The pop-up is not displayed.
By default, the auto-login reminder is turned on. You can change this setting at any time. The changes you make apply only to your control panel; they do not affect the settings of your resellers or organizations control panels.
The display name setting determines how organization usernames are stored by the Active Directory server. This property is used with service features such as the address book in Hosted Exchange 2003. Also, the display name preference determines how usernames are displayed on the organization's users list.
Options for this setting include:
Last Name First Name
First Name Last Name
Separator. You can choose what kind of character, space, or combination of characters and spaces you want to use to separate last name from first name. This is especially useful for languages that use special character sets.
Choose a single space for the names to display with only a space between them. To use special characters, click the radio button next to the text box, then type the characters in the box. Any combination of characters and spaces is allowed. By default, if you choose the text box, a comma (,) is used to separate the names.
The default setting is First name Last name. After you add an organization, the organization administrator can change the display name preference for the organization any time.
When users are added to organizations, their names are stored by the Active Directory server according to the current display name preferences. If you change the display name preferences in the service provider or reseller control panel, existing organizations user display names are not affected; their usernames are displayed either:
according to the preferences in effect when they were created, or
according to the preferences selected by the organization administrator.
However, if you change an existing user's properties, the new setting is applied to that user as well.
If you change the display name setting in the organization control panel, the change is applied to all existing users in the organization as well as to any new users that are created.
For organizations with many users, changing this setting at the organization level might take a long time.
You can change the display name preference any time.
By default, the export/import feature is disabled. For information on enabling this feature, refer to the Enabling the export/import feature topic. contact your service provider. contact your service provider.
Export/import settings determine what action the system takes when you export or import organizations and users. sites and users. users. You can change these settings at any time.
About the export/import feature
Export/import settings include:
Location. The server name and directory where configuration settings and data are exported to or imported from. Using Unify platform or hosting servers is not recommended; However, any Internet-accessible server with a shared folder that has full read and write permission to the MPFServiceAcct can be used for storing the export/import information. Specify the location using the UNC (uniform naming convention) for the server and directory. For example, \\<server_name>\<directory_name> where <server_name> is the host name of the server and <directory> is the path of the folder. The path of the directory on the Ensim Pro server where sites or users are exported to or imported from. For example, C:\Export. The location you specify must be a public shared folder with full read/write access.
Site import export type. User import export. The settings for importing organizations. sites. users. Settings include:
Config only. Export or import only the configuration settings of organizations sites users and not the data associated with them. Configuration settings include the options selected while adding a new or editing an existing organization site. user. For example, selection of the Enable mailing lists Web access flag in the IMAIL mail server service. Choose this setting if you do not need the data associated with organizations sites users or if you want to conserve server disk space.
Config and data. Export or import the configuration settings and all the service-specific data of organizations. sites. users. Service-specific data includes the options and the files or directories created and managed by the organization site administrator. For example, the names of mailing lists. Choose this setting if you want to capture all the information about organizations. sites. users. Depending on the amount of data, this might require a great deal of server disk space.
User option. The type of users you want to export or import when you export or import organizations. This option is applied to the service provider level only. Resellers and organization administrators can specify their own options for exporting and importing users in their organizations. Settings include:
All Users. Export or import the information of all the users in the organization. site.
Admin Only. Export or import the information of only the default administrator for the organization. site.
The action log setting determines the number of days action log entries are kept. Use this setting to keep the size of the action log page and the size of the action log database manageable. Entries older than the specified number of days are automatically removed each day. Once removed, entries cannot be recovered.
If you choose unlimited, entries are never removed.
You can change this setting at any time, but the change does not take effect until the next automatic daily removal.
The organization home page setting determines the view and functional capabilities of the page that is displayed on logging in to the organization control panel. You and your resellers can configure this setting for the organizations you provision. Organization administrators can overwrite your settings by setting their own preferences.
You can choose one of the following home page views:
Classic
Dashboard
The default view is set to Classic. Any organization that you create after choosing a home page view will display the home page in that view until you or an organization administrator changes this setting. You can change the setting that is configured by your service provider, and see the change in the home page view instantly in the same control panel session.
While you are changing the home page view for your organizations, if an organization administrator is already logged in to the organization control panel, the new home page view is not displayed in the organization control panel instantly. The organization administrator will see the new home page view only on the next login to the control panel.
The locale settings determine the language in which you will receive the Unify-specific email messages, such as the user creation, user deletion, and password retrieval reseller creation, reseller deletion, and usage alert email messages. Before you set the language, ensure that you have configured the email templates for that language; otherwise you will still receive the Unify-specific email messages in the default English (U.S.) language, even if you have set your locale language to another language.
While creating resellers and organizations, the default value of their locale language is set to your locale language. You can change this setting while creating the reseller or organization. You can even modify this setting later after the reseller or organization has been created. Resellers and organization administrators can also modify this setting in their control panels according to their preferences. Organization users do not have individual locale language settings, and therefore they receive email messages in your the locale language of their organization.
Login level required to view this page: Systems
Next Setup Guide topic: Adding your brand to control panels