Presentation Transcript

1. ADV – Advanced Preferences and Settings

   By Jonathan Smith
2. Overview Center Preferences Advanced Reason Settings Adjusting System Prefs Advanced Preferences Testing LDAP Authentication Activating Email Preferences Establishing Automated Events Utilize the Custom Utilities
3. Center Settings Allow Inactive or Banned Students to access a center Restrict access to book appointments to students on a particular list Restrict Access to create visits to students on a particular list Create blocks for the center schedule as a whole to indicate days the center will be closed
4. Reason Prefs Set Reason as Work Reason to track Consultant payroll visits Set reason as Staff Reason to restrict access to reason to Administrative accounts only Automatically log students out after a set amount of time for reasons Notify front desk or test administrator for test reasons or visits with a time limit
5. System Prefs Key Preferences: Mail Settings Campus Color Data Current Term Fund Definitions (for payroll) HTML:NoAccessMsg Login Link data Message Types Semester Start/End Dates Custom Student Fields Format ID Student Access Document Post Types Resource Types Allow you to change basic preferences and settings for the entire application Access to the System Prefs can be turned on or off for any administrative group
6. Advanced Prefs Key Preferences: TZID Import Script LDAP Script Can only be accessed by System Administrators The advanced preferences are very technical preferences and settings. Please use extreme caution, and contact Redrock Software before making any changes to these preferences.
7. LDAP Tool Used to test LDAP authentication processes with your LDAP server A successful test will produce green results text. Failed tests will produce red text with the error. Once a successful test is completed, a screenshot of the test needs to be sent to Redrock Software to have the LDAP script created.
8. Email Tool Used to verify a successful connection to your mail server. The email tool will send a test email through your mail server to the designated address, verifying if emails can be sent to users from the Trac application. Enter the server address, as well as the mail from and mail to addresses. If your mail server requires authentication, you can enter a valid username and password as well.
9. Auto Events/Reports Key Automated Events: Auto Import Auto Termination Data Backup Missed Appointments Send Email Reminders Auto events are tasks that can be set up to run on a specified interval Auto reports are tasks designated for reports that need to be sent out at designated intervals Intervals can be set up for daily, weekly, monthly or yearly events
10. Custom Utility Used to perform administrative actions on the Trac application Key Utilities: Import Student Data View Import Status Merge by ID/Sequence Login as User Copy Specialties Reset MyPrefs Upload Campus Logo