Configuring a SmartSimple Instance

Configuration Checklist

The following checklist defines a sequence that you should consider when setting up your copy of SmartSimple prior to giving people access to the system:

Configure Organization Settings - set colour scheme, licensing, backup and terminology.
If required, define the custom fields required for organisations – add the fields you need to accurately reflect your business.
Create or upload organization information for both internal and external organizations – add organization information to the system.
Define roles for people – add the roles people play in the business to accurately reflect your business.
Define any custom fields for roles – add the fields you need to accurately reflect the roles people play in business.
Define or upload "people" - internal or external organizations – add people to the system.
Subscribe to SmartSimple applications – determine the applications required by each group of people.
Give Manager Permission to specific roles – determine which groups of people are responsible for each application and feature.

Global Settings

Global Settings are accessed though the Configuration, Global Settings menu. This page contains key global settings in a set of sections. This menu and related tabs are only available to system administrators.

1. Click the Configuration, Global Settings menu.

The Global Settings page is displayed.


Tab Name	Sub-section	Description
System	System Configuration	How the system should be customized to your specific business needs, including system-wide variables and all custom fields (including those in UTAs)
System	System Options	Switch off or on certain System options
System	System Process	Configure certain processes that may need to be run on a regular basis
System	System Log and Summary	Access to logs and system overview sections
Branding	Branding & Visual Settings	How this copy of SmartSimple will look.
Branding	General Terminology	The company and people terminology you wish to use in this copy of SmartSimple.
Organizations	General Settings	Company signup pages, custom fields, Statuses and buttons.
Organizations	List View Settings	Company List view options
Organizations	Miscellaneous	Additional features available to organizations
Users	General Settings	User signup pages, standard fields, custom fields, Statuses and buttons.
Users	List View Settings	User list view options
User	Miscellaneous	Additional features available to users
Associations	General Settings	Switch on feature, and configure standard fields and custom fields
Associations	List View Settings	Association List view options
Associations	Miscellaneous	Additional features available to Associations
Associations	Importing Tools	Options to import Associations, People Relationships and Company Relationships
Transactions	General Settings	Transaction Types, standard fields, custom fields, Statuses and buttons.
Transactions	List View Settings	Transaction List view options
Security	Business Security Settings	How you wish to control access security.
Security	System Security Settings	Switch off/ on security settings.
Integrations	Authentication Settings	Configure Authentication Control and Single Sign-On.
Integrations	SMTP Relay Settings	Enable relay of all SmartSimple e-mail via your company's SMTP server.
Integrations	API Settings	Configure SmartConnect RESTful API functions
Integrations	Service Settings	Configure Integration Key Management, including on-line signing of documents
Integrations	Watch List Settings	Manage Watchlist and GuideStar settings
Integrations	Mobile App Settings	Settings specific to the Mobile application
Classic Options	Classic Interface Options	Enable old versions of certain system features
Classic Options	Classic Features and Functions	Control of various system objects
Classic Options	People Online Settings	Select the fields that will be displayed when you move your mouse over a user listed in the People online list.
Classic Options	ObjectSync Settings	Provides ability to synchronise companies and users between instances.

Branding

These settings are used to control the overall visual and branding settings.

1. Click on the Colours & Fonts link to review the visual settings.

Using a Theme

As an alternative to setting your own colours, you can download a colour theme from the SmartSimple wiki and apply that theme to your copy.

1. Launch a new browser window.

2. Go to http://www.smartsimple.org

3. Type Theme into the search box.

The Page text matches are displayed.

4. Click on the link for Themes.

The Instructions are listed on the page and the themes listed below the instructions.

5. Follow the instructions on the page.

Using the Colour Picker

Colours are selected by clicking the colour palette icon to the right of the colour box.

1. Click the Colour pallet icon next to any setting.

The colour pallet is displayed.

2. Click the Cancel button.

If you need to match colours exactly with your organisation web site, you can view the HTML source of your organisation web page and find the hex codes for “colour”.

You can then type these colour codes into the text boxes.

Alternatively, you can use a program such as Photoshop to “sample” an image and determine the correct colour.

Login Screen Content

You can further “brand” the login page by creating your own login page.

1. Click the Login Screen Content link.

The Login screen content is displayed.

2. Modify the content as required.

3. Click the Save button.

You are returned to the Global Settings page.

SmartSimple recommends that users should log in through their web site.

In order to add the username and password boxes to your web site, download the instructions from the SmartSimple Wiki – www.smartsimple.org

Title Type

The Title Type defines whether text or a login should be displayed in the top left corner of the main window.

When the organisation first registers, the title text displayed on the top left of the SmartSimple page is set to the organisation name.

Title Image

This setting is used to upload and display a logo, or other image files that you may wish to display on the login page, and in the top left corner of the SmartSimple main window.

For the best presentation, this image should be pre-sized to 133 by 46 pixels.

If you need to resize the image you can use a program such as Adobe Photoshop that allows you to set an exact height and width in pixels.

Title Text

You can define alternative text to be displayed on the login page, and in the top left corner of the SmartSimple main window as an alternate to the image.

Storage Summary

This section displays the current number of Branches (internal), Accounts (external), Users (internal) and Contact (external) in this instance of SmartSimple.

A list of deleted companies/accounts, users/contacts is also displayed. You can review the deleted companies or contacts by clicking on the word “deleted”.

You can then review the list and either restore one or more contact, or purge (permanently delete) from the system.

The total storage used by the instance is calculated by clicking the Re-calculate Storage button.

Security Settings

These setting are used to control system security.

Password Policy

Password Policy is used to control the length and complexity of passwords, the number of retries that the user is allowed, and the lockout time for the account if they exceed the number of retries.

1. Click the Password And Activation Policies link.

The Password Policy window is displayed.

The following password settings are available:

Password length – the minimum length allowed for a password, between 6 and 32 characters.

Complexity – the level of complexity required in the password, the options are:

No Restriction – any character can be used. This is the default.
Alpha Only – only letters can be used.
Alpha & Numeric – letters and numbers must be used in the password.
Alpha & Numeric & Special characters – letters, numbers and special characters must be used. The following special characters are allowed:

~ ! @ # $ % ^ & * ( ) { } [ ] ; : ' " < > ?

If you enable special characters, the special character list will be displayed to the user when they change their password.

Intruder Lockout Settings – these settings determine the actions that should be taken if someone attempts to log into your copy of SmartSimple.

Number of Attempts – the number of attempts to log in with an account before the account is locked.
Lockout Duration – the duration of the account lockout. The user will not be able to log in during this period. Period can be set to 5 minutes, 15 minutes, 30 minutes, 1 hour, 3 hours, 12 hours, 24 hours or forever (until unlocked by administrator).

Intruder Email Alert – these settings define who should be informed by email if an intruder alert is detected.

Email From – the “from” address for the email. If you do not set this value, the address: support@smartsimple.com will be used.
Email To – select the internal person to receive the email.
Subject – the subject of the email. See below for the variables that you can use in the subject.
Body – the body of the alert email. See below for the variables that you can use in the body.

Intruder Alert Email Variables – because the user in not logged into the system the amount of information available is limited to IP Address @ip@, the attempted username @username@ and time @time@.

Intruder Log

The View Log tab is used to access the Intruder Alert log.

2. Click the View Log tab.

The list can be sorted by clicking the column title.
You can filter the list by username, year, and month.

View Locked Users

The View Locked Users link will display all currently locked users.

If a user is locked, then you need to go to the user records and reactivate by sending a new password.

User Email Templates

This organisation settings page is also used to manage content for the default new user and request password emails.

The New User email message is sent to a user when you enable their access to SmartSimple for the first time.
The Request Password email message is sent to a user when they request a new password from the login page, or when you reset a user’s password in the user details page.

You can alter the text as required.

Enable SSL (Secure Socket Layer)

Secure Socket Layer (SSL) is an industry standard encryption technique that encrypts all the information transmitted between the user’s browser and the SmartSimple server.

Anyone intercepting this information over the Internet would be unable to decrypt the information.

1. Click the Enable SSL check box.

If your organisation is using a dedicated SmartSimple Server, you will need to purchase an SSL certification for this feature to function.

If you are using a SmartSimple server, then you can enable this feature at any time.

Setting the Web Alias

The web alias defines the prefix to your copy of SmartSimple.

2. Set the Web Alias as required.

The Web Alias should be set before other users begin to use the system.

If a user sets their home page to a page referenced by the numeric alias and the alias is changed, the user will get an invalid session error when the system attempts to display that page during the login process.

For security reasons, SmartSimple will never display if an alias is not valid when you try to log in.

Setting an E-mail Domain

Setting the organisation e-mail domain lets users from your organisation domain log in without keying their entire e-mail address.

3. Set the Email Domain as required.

Users of the system that are not in your email domain must use their full email address to log into SmartSimple.

Session Timeout

The session timeout feature will automatically log out any user if their session remains inactive for the defined number of minutes.

4. Set the Session Timeout as required.

We recommend that you always set this option. Generally, 30 or 60 minutes are acceptable timeout periods.

Business Configuration Settings

The Business Configuration settings provide access to key features to personalize this instance of SmartSimple for specific business needs.

ObjectSync Settings

This feature supports sharing information between instances of SmartSimple.

Company & Account Settings

Branch Custom Fields – custom fields associated with internal companies.
Account Custom Fields – custom fields associated with external companies.
User and Contact Signup Pages – used to manage external web pages where people can register as contacts.
Branch and Account Signup Pages – used to manage external web pages where companies can register.
Company Parent - enables the display of a parent organisation in the list views throughout the system. This feature is useful if the organisations you deal with are subsidiaries, and you need to be aware of the parent organisations.
Resources – displays the company resource tab, only required when using job costing.
NAIC Codes - the North American Industry Classification System (NAICS, pronounced Nakes) was developed as the standard for use by US, Canadian, and Mexican agencies in classifying business establishments. Enable this setting if you wish to track organisations by NAIC codes. You can set two codes for each organisation, a primary and secondary code.

Display UTA Items – displays tracking items from the Universal Tracking Application associated as a set of tabs on the company record.

User & Contact Settings

User Custom Fields – custom fields associated with internal users.
Contact Custom Fields – custom fields associated with external contacts.
Default User Settings – the default system settings that will be set for each new user or contact.
Disable Pre-load People List – this option is used to improve performance when you have in excess of 50,000 contacts in your copy of SmartSimple. Enabling this option will disable the display of contacts in all Search People pages.
Enforce Homepage - you can force all users to the same web page when they first log into the system. This feature is useful if you have customers using the system and want to present them with some specific information such as your own organisation web site.
Homepage – specifies a web page to be used as the homepage.
Language – the default language for all new users.

Checking this box does not override the home page setting for each user, but simply defines the first page they will see when logging in.

Default User Settings

The default user setting options provide you with a way of controlling the setting each user will have when they first log into the system. We recommend that you set these values before setting up any additional users.

1. Click the Default User Settings link.

The Default User Setting window is displayed.

You can set the following values:

Default User – Display Options

Left Navigation Style – choose Static for menus that don’t expand or dynamic for menus that open and close.
UTA Tabs – used to control the presentation of tabbed fields when the Universal Tracking Application is used.
Font Size – choose a larger font size for your view of the system.
Number of Records Per page – defines the number of records per page you wish to see when information is displayed as a list. You can choose 20, 40, 60, 80 or 100.
Text Editor – enables and disables the Rich Text/HTML Editor.
Publish Pin Board – make your personal Pin board visible to other people.
List View Thumbnail Size – determines the size of images in reports.

Default User – Regional Settings

These options determine your regional settings.

Input Date Format – the individual user’s preferred entry format for date time values.
Input Short Date Time Format – the individual user’s preferred short display format for date time values.
Input Long Date Time Format – the individual user’s preferred link format for date time values.
Time Difference – used to set your local time.
Home Currency – the default currency for this user. This currency will be referenced in applications such as Sales Tracking and Expense Tracking. This currency will be assumed to be the default currency for this user.
Language – the language that you wish to use. Currently you can select from seven languages.
Internet Map Service – determines the Internet service you wish to use when displaying maps.

1. Click the Global Settings tab to return to the Global Settings page.

Association Settings

These settings provide the ability to link the same person to any number of organisations.

Associates/Associations – enabling this feature will allow you to associate a single contact with multiple companies. The Associates tab will be displayed in each company record – to show associated people. The Associations tab will be displayed on each contact record to display the companies that they are associated with.

People Online Settings

These settings control the fields displayed when you mouse over users listed in the people online.

SmartFolder Settings

These settings are only displayed when you enable the Smart Folder application.

On-Line Editing – provides users with the ability to open, edit, and save edited files to SmartSimple. This feature is used in conjunction with a desktop plug-in that must be downloaded and installed in any workstation where you wish to use this feature.
Size Subscribed – defines the amount of disk storage required for SmartFolders – up to 5 GB.

Organisational Terminology

You can define specific terminology for some basic SmartSimple objects.

These terms relate to both internal and external “organisations” – singular and plural and internal and external “users” – singular and plural.

For example, your internal organisation unit may be a “branch” or a “business unit”, and your internal people may be “employees”.

Phone Number Format

These settings define the accepted formats for phone numbers of varying length.

Data Loading & Backup Settings

Autoloader – used to define scheduled upload of data from SmartFolders into company, contact, and applications.
Disable Login Access... – checkbox disables access to the backup server for all non-Global User Administrator accounts.

Setting the Number of Licenses Required

Before anyone else will be able to log into the system, you will need to increase the number of licenses.

1. Click the Licensing tab.

Set the number of Internal Licenses to the number of people in your organisation that will be using the system.
Set the number of External Licenses to the number of people in other organisations that you wish to access your copy of SmartSimple.
You can adjust the number of licenses at any time.

You will not be able to enable user accounts if there are insufficient licenses.

You will still be able to upload contacts; however, if you attempt to enable their access, you will be warned to increase the number of licenses.

If you attempt to upload contacts using the Import Wizard and enable their access, the upload will fail if there are insufficient licenses.