Administrative Settings page
When you select Settings > Collaborate Settings, the Administrative Settings page appears.
User Personalization section
Section | Description |
---|---|
User Personalization | Contains links for users to customize Collaborate to view and receive information that is important to them. See the Collaborate User's Guide for details. |
System Administration Settings section
Link | Description |
---|---|
Security Policy Settings | Contains links to all security policies defined in your system. See Creating a security policy for details. |
User Permissions | Lists all users authorized to use Collaborate, organized by the groups to which they are assigned. See Assigning security policy roles for details. |
Synchronize Users | Synchronizes the users in Collaborate with the users in the Platform. See Synchronizing users for details. When you synchronize users in a clustered environment, any changes propagate to the other servers when they next synchronize with Platform. |
Synchronize Menus | Synchronize the menus in the Platform with the menus defined in Collaborate. |
Flowchart Runs Monitoring | The Flowchart Runs Monitoring page displays any errors in flowchart runs for your system and helps you troubleshoot the problems. |
Link | Description |
---|---|
Default Alert Subscriptions | Opens a page for setting up and editing default alert subscriptions for Collaborate objects. See Set default alert subscriptions for details. |
Link | Description |
---|---|
List Definitions | Contains links to the available lists where an administrator can populate or define list values. See Customizable lists for details. |
Template Configuration | Contains links to features for working with templates and template components. See Building and managing templates for details. Note: In a clustered environment,
you must shut down all but one server before you initiate any template
configuration tasks. |
Non-working Business Days | Opens a page for updating the set of system-wide non-work dates. See System-wide non-work dates for details. |
Published Searches | Opens a page for publishing searches saved by Collaborate users. See Publishing advanced searches for details. |
Upgrade | Opens a page where you can select Collaborate components to upgrade. See the Installation Guide for details. |
Data Migration | Offers options to export and import metadata. See Exporting and importing metadata. |