=Overview=
The '''System Summary '''section is helpful for providing a number of ways of accessing information on the configuration details for an [[instance]] of [[SmartSimple]].
The '''System Log and Summary '''is helpful for providing a number of ways of accessing information on the configuration details for an [[instance]] of [[SmartSimple]]. =How to Access the System Log and Summary=
'''Note: '''In order to access this part of the system, you must have [[Global User Administrator|System Administrator]] assigned as a [[User Role|role]].
:: [[File:System log and summary.png|500px|border]]
4. Click on the hyperlink labelled '''System Summary'''.
:: [[File:System summary.png|400px|border]]
=System Summary Features=
:: [[File:System summary tabs.png|750px|border]]
{| class="wikitable"
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||'''[[Password Policy]]'''
||
This will display the current password policies within the instance. It will include the following details:
* '''Password Settings: '''Length and Complexity
* '''Intruder Lockout Settings: '''Number of Attempts and Lockout Duration
* '''Intruder Email Alert: '''Email From, Subject, and Body content
=|-||'''System Summary feature=Security'''||You can access a summary of the system settings through This will display all [[Manager Permissions]] and Restrictions in the first column, and its correspondence to each [[User Role]] as an additional column. The value '''System SummaryYes ''' featurewill be displayed in the intersection of what part of the system it is giving permission for, and which role has that permission.
To access :: [[File:System security settings.png|thumb|left|600px|border]]|-||'''System SummaryRole Fields''' use ||This will display all the following steps [[Custom Fields – General Information|Custom Fields]] that are associated with each user role (you split into [[Internal]] vs [[External]]), and the details of each field such as its Type, Name, Field ID, etc. :: [[File:Role fields.png|thumb|left|600px|border]]|-||'''Company Fields'''||This will need {{GUA}} permission to perform this taskdisplay all the [[Custom Fields – General Information|Custom Fields]] associated with each organization category (and split into [[Internal]] vs [[External]]):and the details of each field.
1:: [[File:System summary company fields. Click png|thumb|left|600px|border]]|-||'''Portal Shortcuts'''||This will display all the menu icon and select [[Global SettingsPortals#Shortcuts|portal shortcuts]] used in each [[User Role|role]]-based [[Portals|portal]], including the '''icon '''used.
2:: [[File:Portal shortcuts. Stay within png|thumb|left|600px|border]]|-||'''Notes Permission'''||This will display all the [[Notes Permissions]] in the first column and each [[User Role|role]] as an additional column. The value '''Yes '''will be displayed at the intersection of the '''SystemNote ''' tab type, and scroll down the [[User Role|role]] indicates that a [[User|user]] in that role will have permission to the use that [[Notes Overview#Creating a New Note Type|note type]]. |-||'''System Log and SummaryUser Mode''' section||This will display the User Mode options and allows for the feature to be switched off and on for the current user.
3[[File:User mode. Click png|thumb|left|500px|border]]The options include the '''System Summary''' link.following:
The * '''System SummaryTranslation Audit Mode: ''' consists When enabled, this will highlight any areas of six tabsthe system that are not going through SmartSimple's [[:Category:Translation|language translator]] tool. * '''Developer Mode: '''When enabled, any system changes made by a particular user are logged and can be ported to the production server.
* '''[[Password Policy]]''' - displays the current [[Password|password]] policies within the [[Instance|instance]].
* '''System Security''' - Displays all [[Manager Permissions]] and Restrictions in the first column and each [[User|user]] [[Role|role]] as an additional column. The value "Yes" will be displayed in the intersection of the permission and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have that permission or restriction.
* '''[[Role]] Fields''' - Displays all [[Custom Fields|custom fields]] associated with each [[Role|role]] and the details of each field.
* '''Company Fields''' - Displays all [[Custom Fields|custom fields]] associated with each organization category and the details of each field.
* '''[[Portal]] Shortcuts''' - Displays all shortcuts used in each [[Role|role]]-based [[Portal|portal]] including the Icon used.
* '''[[Notes Permissions]]''' - Displays all notes in the first column and each [[User|user]] [[Role|role]] as an additional columns. The value "Yes" will be displayed in the intersection of the '''Note''' type and the [[Role|role]] indicates that a [[User|user]] in that [[Role|role]] will have permission to use that note type.
* '''User Mode''' - Displays User mode options and allows for the feature to be switched off and on for the current user. Options include:
** Translation Audit Mode: when enabled will highlight those areas of the system that are not going through SmartSimple's language translator tool
** Developer Mode: when activated any system changes made by a particular user are logged and can be ported to the production server.
=System Design Summary feature=|}
Users =System Design Summary=You can also generate a word document that provides a summary of the system settings through the the '''System Design SummarySummary ''' feature.
To access '''System Design Summary''' use 1. Click on the following steps:9-square menu icon on the top right of your page.
1:: {{Icon-Menu}} 2. Click Under the menu icon and select [[heading '''Configuration, '''select '''Global Settings]].'''
23. Stay within Scrolling down to the section titled '''SystemLog and Summary, ''' tab and scroll down to click on the hyperlink '''System Log and Design Summary. ''' section.
3:: [[File:System design summary. Click png|550px|border]] 4. Clicking this will enable a modal window to open. The window will contain different headings, each corresponding to a {{UTA}} within the system or the '''General ''''''System Design Summary, ''' linkand each with available [[Custom Fields]] or settings that can be enabled as part of the documented summary.
4:: [[File:Sys design summary.png|700px|border]]{| class="wikitable"|-||'''[[Global Settings]]'''||Provides a summary of Global Settings including Data Policies and Security Matrices.|-||'''[[Workflows Overview|Workflows]]'''||Provides a summary of the settings that have been enabled onto each individual workflow.|-||'''[[Portals]]'''||Provides a summary of each of the portals and portal details that have been configured against [[User Role|user roles]]. The New System Design Summary window appears|-||'''{{UTA}}s'''||Provides a summary of the settings for each individual [[UTA]], with including a toggle option to select which modules to indicate whether the summary should include in [[Custom Fields]]. |}5. Once the system modules are selected appropriately within each section, click the '''Generate '''button. A design summary document for General System or for specific UTAswill automatically begin to be downloaded onto your local computer. Options include:
** '''[[Global Settings]]''': summary of Global SettingsIf there were any settings that you did not toggle on, including Data Policies and Security Matrices** '''[[Workflows]]''': settings for each individual workflow** '''[[Portal|Portals]]''': details of Portals configured against User Roles.** you may always re-generate'''Tracking ApplicationsSystem Design Summary''': settings for each individual [[Universal Tracking Application|UTA]], including toggle option to indicate whether the summary should include [[Custom Fields]].5. Once the modules are selected click documents by toggling on the new options and clicking the '''GenerateGenerate ''' buttonagain. A design summary document will be downloaded to your local machine.
==See Also==
** [[Manager Permissions]]
[[Category:Global Settings]][[Category:System Management]][[Category:System Auditing]]
