Service Provider Settings

From AgileApps Support Wiki
Revision as of 23:51, 13 July 2011 by imported>Aeric (→‎Service Configuration)

Settings > Service Provider Settings

The Service Provider Settings provide options for ISVs to customize the user interface, brand the platform, and customize the user experience with personalized logos, art, fonts, color schemes, email messaging, campaigns, and more.

Compare to: MSP Settings, a set of configuration options for MSPs

Working with Service Provider Settings

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Users that have the Manage Tenants and Company Capabilities permission can manage MSP Settings 

In order to configure the Service Provider Settings, the following information should be available:

  • Name of your Service (Domain Name), Email Support Address (Secure Email Service Provider Name), Copyright Notices, Terms of Service
  • Header and Footer HTML code (Brand messaging that appears at the top and bottom of some pages: Login, Logout, Password Reset)
  • Header and Footer image/logo (Images that appear in the Header/Footer areas)
  • Default applications to be loaded during user registration
  • Starting application for a newly registered user
  • Application Catalog URL
    • Page that lists available applications; Users will install applications from this page
    • Default is https://{domain}/networking/Service?t=9
  • Customization settings for the Customer Welcome Email (Personalize the message with the user's name, login name and password)

To change settings:

  1. Click Settings > Service Provider Settings
  2. Select one of the configuration options below.
  3. Make changes:
a. If it exists, click the [Edit] button, make changes, and then click [Save].
b. Otherwise, click one of the links in the page to work with that option.
Configuration options:
Service Configuration - Customize service configuration settings
Service Header HTML - Customize service header
Service Footer HTML - Customize service footer
Service Header Image - Customize service header logo
Manage Email Templates - Customize email templates
Manage Catalog - Customize the Catalog packages (requires the same kind of format as the default catalog page noted above)

Service Configuration

Settings > Service Provider Settings > Service Configuration

Basic Service Configuration

These values define the basic service configuration:

These parameters are required for First-Time Service Configuration:

Configure the Service Settings and specify Service and Domain names:
Parameter Description Typical Value
Service Name Name of the service provider Financiocorp Services
Prefix for Service Domain Optional subdomain name

Allowed characters: a-z, A-Z, 0-9, - (alphanumeric, plus hyphen)

Example: service

Service Domain The Domain Name part of the URL mydomain.com
Domain URL

Read Only
Automatically populated as:

Prefix + Service Domain

service.mydomain.com


The remaining parameters are also required:

Parameter Description Typical Value
Copyright Notice Copyright notice, appears at the bottom of all pages Copyright 2010
Space Notification Email Address An email message is sent to this address when Storage Space limits are reached systemadministrator@mydomain.com
Error Notification Email Address An email message is sent to this address when errors occur customer_support@mydomain.com
Help Domain Required field; Domain name for user help; This page is opened in a new browser window when Help is invoked from the platform http://www.mydomain.com/help
Custom Help Domain Optional; If present, it is the domain name for user help;

Can be used with a custom Help URL in Custom Object

http://www.customhelp_mydomain.com

Or, with Help URL http://www.customhelp_mydomain.com/userdefined_object_name

Document Directory File location for Documents /usr/local/
Temp Directory Used as a temporary storage location /temp/

About the Prefix for Service Domain

About the Prefix for Service Domain

About the Help Domain and the Custom Help Domain

As a Service Provider, you might create a help website to align with a customer's branded instance of the platform. In this case, the URL of this help website would be used as the default Help Domain. When a user clicks the Help link in the platform, this default Help Domain opens in a new browser window.

Custom Help Domain

Support Service Configuration

This information is published for users to contact you regarding your service.

  • When tenants publish Packages, this email address receives the notification
Parameter Description Typical Value
Support Organization Name of the Support Organization Service Provider Support Team
Support Email Email address to send support requests support@mydomain.com
Available Case Types Picklist of types of support cases
Issue
Request
Query

Email Configuration

Configuration for all the emails sent from the AgileApps Cloud platform.

Parameter Description Typical Value
Hostname For Relay Server Hostname localhost
User Name User/login name for the email relay server
Password Password related to the user/login name for the email relay server

Bounced email configuration for processing for all the emails bounced from the platform.

Learn more: Bounced Email Configuration for Alternate Service Domains
Parameter Description Typical Value
Enable Bounced Email processing Email Bounce Address Checkbox: Yes/No
Hostname Hostname pop.my_secure_email_provider.net
Mailbox Address Email Mailbox Address bounce@myemailprovider.com
Mailbox Password Specify the password for this email account T0pS3cr3tPa$$word
Enable Bounced Email Processing to the Alternate Service Domain Email Bounce Address Checkbox: Yes/No
Hostname Hostname pop.my_secure_email_provider.net
Mailbox Address Email Mailbox Address bounce@my-alternate-emailprovider.com
Mailbox Password Specify the password for this email account T0pS3cr3tPa$$word

Bounced Email Configuration

This email configuration will process all the bounced emails sent through the platform. When an email message does not reach the recipient, it is returned (considered "bounced"). This can happen when an email address is no longer active, or because the recipients' email box is full.

To enable Bounced Email Processing:

  1. From the Email Configuration section, complete the following information:
  2. Enable Bounced Email Processing
    Click the checkbox Checkboxicon.gif icon to enable processing for bounced email messages and complete the information in the required fields
  3. Optionally, Enable Bounced Email Processing to the Alternate Service Domain
    Click the checkbox Checkboxicon.gif icon to enable processing for bounced email messages and complete the information in the required fields

Test Email Configuration

To test the email configuration:

  1. From the Email Configuration section, click the [Test Email Configuration] button
  2. Complete the following information:
    Address
    Email address of the intended recipient
    Subject
    Description of the message
    Text
    Message body

Marketing Campaign Email Configuration

This email configuration is used to send email messages as part of an Email Campaign. This email setup provides the ability to personalize the marketing messages sent from your organization. It is possible to configure Marketing Campaign Email from a email relay server. This configuration is applied immediately after settings are saved, and are used for any new Email Marketing Campaign.

To setup Marketing Campaign Email Configuration:

  1. Click Settings > Service Provider Settings > Service Configuration
  2. In the Marketing Campaign Email Configuration section, and complete the following information:
    Use Vertical Response
    Checkbox

If checked, use a Vertical Response account; Learn more: Vertical Response Configuration

The following information is required to configure Email Marketing with Vertical Response
Login
Vertical Response account username
Password
Vertical Response account password
Keystore Password
Password of Vertical Response keystore file
If unchecked, complete the following information to configure Marketing Campaign Email:
Hostname For Relay Server
IP address or the Domain name of the email relay server
Port
The TCP port of the email relay server; The default value is 25 and can be changed
User Name
The username associated with the mailbox used to connect to the email relay server
Password
The password associated with the mailbox used to connect to the email relay server
From Email Address
This address is displayed on the email as from email address
To process bounced emails for Marketing Campaign, complete the following information:
Hostname
Hostname used for processing the bounced emails generated by the marketing campaign
Port
The TCP port of the email relay server; The default value is 25 and can be changed
Mailbox Address
The mailbox used for processing the bounced emails from the Email Marketing campaigns
Password
The password for the mailbox used to track bounced emails
Considerations
  • If the email relay server details are specified:
  • Any Marketing campaign that is launched is routed through the configured server, including Test email messages
  • Bounce email configuration is required if the email relay server details are specified
  • It is not possible to specify just the email relay server details without specifying the bounce mailbox and password
  • The bounce mailbox address must be validated to ensure that the value does not match the other Mailbox addresses that are present in Service Provider Settings
  • If the email relay server details are not specified:
  • Campaigns can be created, however it is not possible to send a test message or launch the campaign
  • Any Callback URL in the Marketing campaign emails point back to the Service Domain that has been specified in the Service Provider Settings

External Email Tracking Configuration

To enable external email tracking, set the following attributes to initialize the service:

Parameter Description Typical Value
Enable External Email Tracking Option to enable External Email Tracking Checkbox: Yes/No
Hostname Specify the email provider hostname that manages email messaging to/from your site pop.my_secure_email_provider.net
Mailbox Address Specify the email address used for email messaging to your site service@mydomain.com
Mailbox Password Specify the password for this email account T0pS3cr3tPa$$word

Process Workflow by Email Configuration

Workflows can be email-enabled, using these attributes:

Parameter Description Typical Value
Enable Workflow By Email Option to allow Workflow managment via email Checkbox: Yes/No
Hostname Specify the email provider hostname that manages email messaging to/from your site pop.my_secure_email_provider.net
Mailbox Address Specify the email address used for email messaging to your site service@mydomain.com
Mailbox Password Specify the password for this email account T0pS3cr3tPa$$word

Service Theme and Stylesheet

Parameter Description
Theme Select a default Theme; Defines the color for the tabs, background and highlight colors
Allow Users to Change Colors Optionally, allow users to personalize the color scheme for their pages. Checkbox: Yes/No
URL for Custom Style sheet Specify the URL for a CSS (Cascading Style Sheet) that is applied to all pages

Develop Configuration

Java code running in a tenancy is subject to strict limits--or governors:

  • Some settings put limits on the number of resources that tenants can use, to prevent infinite loops and other kinds of runaway programs. The limits apply to each tenant execution interval--from the time that the platform application instance gives control to tenant code, until the time that control returns to the platform. Up to that limit, an application can use as many resources as it wants. But once a constraint is exceeded, the executing code aborts with an exception.
  • Other settings restrict the kinds of Java classes that can be used, to prevent unwarranted access to the server and/or security violations.

The Service Provider Settings can be used to tighten those restrictions, ameliorate them, or lift them entirely.

Considerations
  • Settings are global. They apply to all tenants in the platform instance.
  • Settings apply to scheduled (background) jobs, as well as foreground applications.
  • The minimum for all numeric settings is "1".
  • Changes to these settings take effect only when the platform application instance is restarted.

Here are the default settings:

Parameter Description Default Value
Apply Governors in Java Code? Whether or not governors are applied to this platform instance. A development instance may want to turn them off, in some cases. Any multi-tenant production instance will want them on, to ensure that a runaway program in one tenant does not interfere with other tenants.

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Note: Currently, the code governance is available for Linux installations only.

Yes
Max Number of Statements allowed The maximum number of Java code statements that can be run during an execution interval. 10000


Maximum String Length allowed The total size of all strings allocated in the Java heap space during an execution interval. 30000


Maximum CPU Time allowed (milliseconds) The maximum number of CPU milliseconds that can be consumed during an execution interval. 60000


Java classes not allowed in code There are certain Java classes which are disallowed in tenant classes, to prevent access to the server and any compromise of server security. (They are, however, allowed in global classes developed by the ISV for use by all tenants.)

In order to protect the security of the server, enter a comma-separated list of fully qualified Java Class Names for this option. At compile time, application will check if any of these classes are referenced in the user code and throw an exception if they are. Note that this will take effect only after the server is restarted.

java.lang.System, 
java.lang.Runtime,
java.lang.Class, 
java.lang.ClassLoader, 
java.lang.Thread, 
java.lang.ThreadGroup, 
java.lang.ThreadLocal, 
java.lang.Runnable, 
java.lang.Compiler, 
java.lang.RuntimePermission, 

java.lang.reflect.AccessibleObject, 
java.lang.reflect.Array, 
java.lang.reflect.Constructor, 
java.lang.reflect.Field, 
java.lang.reflect.Method, 
java.lang.reflect.Modifier, 
java.lang.reflect.Proxy, 
java.lang.reflect.ReflectPermission, 

java.io.FileReader,
java.io.FileWriter, 
java.io.FileInputStream, 
java.io.FileOutputStream, 

java.net.DatagramSocket, 
java.net.DatagramSocketImpl, 
java.net.HttpURLConnection, 
java.net.Inet4Address, 
java.net.Inet6Address, 
java.net.InetAddress, 
java.net.InetSocketAddress, 
java.net.JarURLConnection, 
java.net.MulticastSocket, 
java.net.ServerSocket, 
java.net.Socket, 
java.net.URL, 
java.net.URI, 
java.net.URLClassLoader, 
java.net.URLConnection, 
java.net.URLStreamHandler,
java.lang.Process,
java.lang.ProcessBuilder
Libraries supported in Java Code

When compiling user-defined code, the platform allows certain libraries like jars or internal java packages:

  • If a custom library is required, the jar can be placed in the ../tomcat/lib folder of the Apache Tomcat installation
  • To include these library files, enter a comma-separated list of such jar files for this option
  • Note that this will take effect only after the server is restarted.
Empty


No. of Objects in Database Views

Database Views allow the creation of custom categories that join multiple objects

  • These database views can be used as the base category for a Report
  • The maximum number of tables that are allowed is five (5), with a default value of three (3)
  • The number of joins in these tables is restricted to the maximum number + 1
Default: 3, Range is 3-5
Maximum rows in a List View

Maximum number of rows that are fetched in a List View for an object is defined by this option

  • This number is limited by the maximum int value supported by Java/MySQL i.e. 2^16 = 4G
10000
Maximum rows in a report
  • Maximum number of rows that are fetched in a report
  • This number is limited by the maximum int value supported by Java/MySQL i.e. 2^16 = 4G
5000
Maximum rows in a Scheduled Report
  • Maximum number of rows that are fetched in a report that runs in the background queue.
  • This number is limited by the maximum int value supported by Java/MySQL i.e. 2^16 = 4G
5000
Maximum Savepoints Intermediate placemarks, which identify points at which the data fields contain intact, legitimate values 5
Maximum Recursions in Java API Allow a function to call itself the specified number of times 10

Tenant Configuration

This section is used by:
Allow Unauthenticated Tenant Creation
Allows any prospective customer to create a new tenancy (a trial account).
  • Unchecked by default
  • If checked, trial accounts can be created by unauthenticated users who have a computer and network connection that meets the Minimum Client Requirements
Enable Tenant Subdomains
This setting lets customers specify a URL subdomain when registering, giving them a unique URL they can use to access their platform applications.
Learn more: Tenant Subdomains


Instance Configuration

This section is used by ISVs who are using the Installable Version of the platform to set up multiple collaborating instances.

Instance Type
Choose one of: Development, Testing, Production
  • When a single instance of the platform will be used to host client tenants and/or development tenancies for cloud development, use the default instance type (production).
  • When multiple instances of the platform will be used for testing, development, and production, choose the type that corresponds to the work that will be done on this instance of the platform.
Learn more: Collaborative Development Configurations
Considerations:
  • For Development and Testing instances, the instance type is part of the generated namespace.
  • If Instance Type is Development, then the Metadata Repository feature can be enabled

Catalog Configuration

Catalog Configuration

Catalog Considerations

Community Site Configuration

A Community can be created to support community applications like Support Portal, Answers, Ideas, Social Networking. When enabled, all Users in all the tenancies (under a single ISV) can share knowledge and collaborate, without requiring a separate login to the platform.

Enable Community
Checkbox
Community Tenancy ID
Enter the Tenant ID
Community Site Name
Enter the Site name for the community; this name is displayed on each page

Custom Authentication Configuration

Provide URL for a custom Login Page. Leave this field blank if you are using the default AgileApps Cloud platform login page.

Custom Login Page URL

Recycling Configuration

Recycling Configuration

Registration Configuration

Registration Configuration

Starting Application Configuration

Starting Application Configuration

Application Container URL

Application Container URL

Field Encryption Settings

Specify a Field Encryption key to use when storing sensitive data. The key is unique to this instance of the platform. Once specified, it does not change.

Generate Encryption Key
This button is available when editing Service Provider Settings. Clicking it generates a new, unique key that is used by the AES128 algorithm to store encrypted data in secure fields.

Service Header HTML

Service Provider URL: http://{yourDomain}/networking/Service?t=1&targetpage=ViewPort.jsp
Settings > Service Provider Settings > Service Header HTML

The Service Header appears at the top of the page (header), and defines the stylesheet for these pages:

  • Login
  • Logout
  • Applications Catalog
  • Reset Password

Find a cut-and-paste example: Service Header HTML Code Sample

To Edit the Service Header HTML:

  1. Enter Raw HTML Text (Copy & Paste Raw HTML) into the editing area
  2. Click [Save]

Service Footer HTML

Service Provider URL: http://{yourDomain}/networking/Service?t=1&targetpage=ViewPort.jsp
Settings > Service Provider Settings > Service Footer HTML

The Service Footer appears at the bottom of the page (footer), and defines the stylesheet for these pages:

  • Login
  • Logout
  • Catalog
  • Reset Password

Find a cut-and-paste example: Service Footer HTML Code Sample

To Edit the Service Footer HTML:

  1. Enter Raw HTML Text (Copy & Paste Raw HTML) into the editing area
  2. Click [Save]

Service Header Image

Settings > Service Provider Settings > Service Header Image

Use this option to change the Service Header logo. This logo appears in the heading area of every page. Required dimensions: 900px by 55px.

Manage Email Templates

With these options, Service Providers can personalize communications with tenants and build value with customized branding and messaging.

Template variables can be used to personalize the Subject or Body of the message.

Learn more:

Available Email Templates

To edit an email template:

  1. Click Manage Email Templates
  2. Select a category from the list
  3. Select a template from the category
  4. For User Notification emails:
    • Select the version of the template that corresponds to one of the languages supported in this instance of the platform.
    • Then click the folder icon to view that version
  5. Click [Edit], and modify the settings:
    Email Subject
    Subject of the email message
    Use Email Header & Footer
    Default is Yes; if enabled, displays the Service Header HTML and Service Footer HTML
    HTML Email Body
    HTML code is provided, which can be edited in place, or replaced (via cut-and-paste action from an HTML editor).

Email Header/Footer

Manage Email Header/Footer Settings

Email Header HTML
Email Footer HTML

Use this option to specify the Email Header and Footer HTML code used in system-generated Email Notifications. Examples of typical system-generated email notifications are:

  • Task status update/notifications
  • Welcome email message sent to new users
  • Appointment reminder email messages

The HTML code creates a template for system-generated messages, and can be used to brand your notification messages.

  1. Email Header HTML - appears at the top of system-generated email messages
  2. Email Footer HTML - appears at the bottom of system-generated email messages

Find cut-and-paste examples here:

Tenant

Manage Tenant Welcome Messages

Tenant Self-Registration Welcome Email
Tenant Registration by ISV Welcome Email
Email Verification

User

Manage User Notification Related Emails

User Welcome Email
Used in messages sent when a user account is created, and provides a link to the Login page
Reset Password Email
Used in messages sent when the user password has been reset, and provides the user's password
Forgot Password Link Email
  • Used in messages sent when the user clicks the Forgot my Password link, and provides a link to the Security Question
  • Learn more: Login
Forgot Reset Password Email
  • Used in messages sent after a user requests a password change, and provides a new, temporary password
  • Also used when a new user/tenant is added via REST API - Add a User, and a password not specified when the user record is created

Status

Templates for Status Notification Emails

Export Status Email
Mass Operation Status Email
Import Status Email
Report Status Email
Translation Export Status Email

Package

Templates for Package Notification Emails

Package Approval Email
Package Rejection Email
Package Publish Email
Package Deploy Notification Email

Storage Notifications

Set Up Templates for Storage Notifications

90% Storage Space Exhausted Status Email
100% Storage Space Exhausted Status Email

Manage Catalog

Service Provider URL: http://{yourDomain}/networking/Service?t=1&targetpage=ViewPort.jsp
Settings > Service Provider Settings > Manage Catalog

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Note: To view the catalog option when creating a new application, Marketplace Service Domain field should be blank under Community Site Configuration section of the Configure Service Settings page.

Categories
Add and delete categories. Specify category names.
Catalog
View the current Catalog
Approve Packages
Review Packages pending approval
User can either:
  • [Approve] package for publication to the catalog
  • [Reject] package, and deny publication to the catalog
In either case, an email is sent to the submitter, to tell them the outcome.
Learn more: Package Approval or Rejection
Select Packages
Choose the packages to display in the Catalog
  • Move a package to the Visible column to display it in the catalog
  • Move a package to the Hidden column to remove it from the catalog
  • Set the order of the Packages

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Important: Including a package in the catalog is a two-step process. First it must be approved. Then it must be moved to the Visible column, in whatever order you choose.

Learn More