You are here: General Administration > Managing General Site Options

Managing General Site Options

OVERVIEW

You can specify the following types of settings on the Options-General page:

In the following screenshot of the Options-General page, click on any of the four sections to go directly to information about that section.


ADMINISTRATION

ClosedAccessing the Options-General page

  1. ClosedNavigate to the Options-General page.

  1. Click Admin to go to the Admin Home Page.

  2. Click General Site Options in the General section.

    The Options-General page appears.


ClosedSetting up General Options

  1. ClosedNavigate to the Options-General page.
  1. Click Admin to go to the Admin Home Page.

  2. Click General Site Options in the General section.

    The Options-General page appears.

  1. In the Options-General section, select settings for the items shown in the following table.

    Options-General Feature Settings
    Show the Oracle Logo at the bottom of each page Yes or No
    Occupy entire window when the site is inside a frame Yes or No
    Show Parent Parts on Part Detail Page Yes or No.
    Receive Monthly Usage Report

    Yes or No

    For more information on Usage Reports, see Scheduling and Sending Usage Reports below.

    Button Position on Pages with no Template Top, Bottom, or Both
    Button Alignment on Pages with no Template Left, Right, or Center

    Sticky Buttons on the Configuration Page and Parts Search Results Page.

    The sticky bar follows users as they scroll up and down.

    Yes or No
    Accounts Browse Dialog Dimensions Width and Height, in pixels
    Number of Page Tabs in a Row  
    Loading Dialog Image
    • Click Browse to open the File Manager - Browse dialog box.
      • Select a folder from which you want to import the new logo, using the Folder drop-down.
      • Selecting a folder name displays the logo images present in the folder, along with a Preview, Description, and date and time the logo was imported to the folder.
      • Click Select next to the entry for the desired logo.

        This closes the File Manager - Browse dialog box, and displays the name of the selected image in the Home Page Set Up page.

      • Specify whether or not you want to Include Text on the image by clicking Yes or No.
    • Click Clear to remove the selected image.
    • Click Preview to view the selected image.
    Help pop-up window settings Width and Height, in pixels
    Allow full access users from partner companies to modify groups

    Yes or No

    • If Yes: then the Groups tab is visible to the Partner Organization Full Access Users in the User Profile.
    • If No: then the Groups tab is hidden and the Partner Organization Full Access User is unable to change the group of a user.
    Enable CRM OAuth

    Yes or No

    For more information on OAuth, see OAuth 2.0 Secure Login Functionality.

    Enable desktop selector links on mobile homepage

    Allows Selector (Search Flow) links to display on the mobile Home page

    Yes or No

    See Mobile Home Page for more information.

  1. Click Update.

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ClosedScheduling and Sending Usage Reports

Usage reports containing site metrics can be scheduled to be sent to the Host Company’s email address at the end of each month, and they invoked on-demand by an admin to be sent to other email addresses.

The following site metrics are included in usage reports:

Site Metrics Description
Number of Application Users This section includes the Total Number of Internal Users, Number of Active Internal Users, Total Number of Partner Organizations, Total Number of Active Partner Organization and Total Number of Accounts.
User Adoption This section includes the Total Number of logins by Internal Users in the last 30 days and the Number of internal users who logged in at least once in the last 30 days.
Transaction Volume Metrics This section of the report includes the number of transactions created per Commerce Process by Internal and External users in the time period specified. It also includes the Total Number of Transactions created per Commerce Process by internal and external users till date. It also lists the number of transactions created per Internal User in the time period specified.

Scheduling a monthly usage report to be sent to the Host Company’s email address

  1. ClosedNavigate to the Options-General page.
  1. Click Admin to go to the Admin Home Page.

  2. Click General Site Options in the General section.

    The Options-General page appears.

  1. For Receive Monthly Usage Report, select Yes.

    To change the Host Company’s email address, go to the Host Company page.

    For more information, see Host Company.

Sending a usage report to an email address on-demand

  1. ClosedNavigate to the Options-General page.
  1. Click Admin to go to the Admin Home Page.

  2. Click General Site Options in the General section.

    The Options-General page appears.

  1. Click Usage Reports, located at the end of the Receive Monthly Usage Report row.

    The Usage Metrics page appears.

  1. In the Email Report to: field, enter the email address of the person who should receive the report.

    By default, this field is populated with the email address of the current user.

  2. Under Report Duration, select one of the following options:
    • Month: Select the month of data that the usage report will include.
    • Start Date/End Date: Enter the start date and end date of the data that the usage report will include.
  1. Click Execute Now to send the report to the email address specified.

Sample Usage Report:

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ClosedSetting up Login Options

  1. ClosedNavigate to the Options-General page.
  1. Click Admin to go to the Admin Home Page.

  2. Click General Site Options in the General section.

    The Options-General page appears.

  1. In the Options - Login section, shown below, select settings for the items shown in the following table.

    Options-Login Feature Settings
    Allow Guest Access Yes or No

     

    Guest access permits visitors to view your online catalog of products and parts without registering on your site. You must have Yes selected in order to use eCommerce Registration functionality.

    Guest Profile To modify the profile of all guest users who access the site, click Guest Profile.
    Allow Direct Login

    The ability to specify whether or not you want to Allow Direct Login by clicking Yes or No is no longer active. Direct login is known as Single Sign-On, or SSO. For more information, see Single Sign-On (SSO)

    Display Home Page Greeting Yes or No
    Enable Quick Registration Yes or No

     

    With quick registration, people visiting your site can quickly create a user account, and then log in to shop and possibly make purchases.

    Quick registration users can only submit Commerce documents if Commerce Processes permit them to do so.

    When quick registration is disabled, users cannot quickly register for user accounts. Those users who already have accounts will still be able to log in.

    You can grant visitors both guest access and quick registration access.

    Email Message

    Click Email Message on the Enable Quick Registration row to open the Quick Registration dialog box.

    Customize the text that is sent to users after they submit a quick registration form.

    Click Accept to save changes made in the Quick Registration dialog box.

    View Login History

    View the login history details for all users.

    You must have the appropriate access rights to view this page. For more information, see Viewing Login History below.

  1. Click Update

Login changes take effect immediately after clicking Accept.

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ClosedViewing Login History

The Login History page displays the login history information for the last 30 days. Proxy logins are indicated in parentheses.

  1. ClosedNavigate to the Options-General page.
  1. Click Admin to go to the Admin Home Page.

  2. Click General Site Options in the General section.

    The Options-General page appears.

  1. In the Options - Login section, click View Login History.

    The Login History page appears.

    You must have the appropriate access rights to view this page.

    Example: If you are the SuperUser, you can view the login history details of all users.

    • User Login: The name of the user who logged in.
    • Company Name: The company name of the user.
    • Login Date: The login date and time.
    • Logout Date: The date and time the user logged out of the system.

  2. Click Refresh to refresh the contents of the page.
  3. Click Back to return to the Options-General page.

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ClosedSetting up Password Options

  1. ClosedNavigate to the Options-General page.
  1. Click Admin to go to the Admin Home Page.

  2. Click General Site Options in the General section.

    The Options-General page appears.

  1. In the Options-Password section, shown below, select settings for the items shown in the following table.

    Options-Password Feature Settings
    Password Strength

    Specify Low or High.

     Higher password strength provides greater security to your access.

    • Low: Requires 4-30 characters without special requirements.
    • High: Requires 8-31 characters which include at least one uppercase letter, at least one number, and at least one special character.

    Number of Login Attempts The number of attempts after which the user will be unable to attempt logging in.
    Password Expires After

    The number of days after which the password expires.

    The number must be a positive integer between 1-999.

    This field cannot be left blank

    Password Reuse After

    This specifies the number of days after which a password that has already been used, and has expired, can be reused.

  1. Click Update.
    1. Legacy users can continue to use their old password of less than 8 characters until they try to update their password. This does not impact Forget Password functionality on the Unplugged client.
      In compliance with ISO 27001, all CPQ Cloud passwords must have an expiry date. The maximum number of days allowed before a password expires is 999.

      It is considered best practice to set the password expiration period to <90 days.

      The password expiration time period begins once a site is upgraded.

      If the system determines that the time since a user’s last password update has exceeded the password expiration setting, the user will be required to reset their password the next time they log in.

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ClosedSetting up Feature Settings

  1. ClosedNavigate to the Options-General page.

    1. Click Admin to go to the Admin Home Page.

    2. Click General Site Options in the General section.

      The Options-General page appears.

  2. In the Feature Settings section, shown below, select settings for the items shown in the following table.

    Feature Description
    Exchange Rates Clicking Exchange Rates displays the Currency Conversion Rate List page. Use this page to manage exchange rates. For more information, see Exchange Rates.
    Unit Conversions Clicking Unit Conversions displays the Conversion Class List page. Use this page to manage unit conversions. For more information, see Unit Conversions.
    Row Count per Page Clicking Row Count Per Page displays the Iterator Administration page. For more information, see Defining Iterator Lengths and Row Count per Page below.
    Search Behavior Clicking Search Behavior displays the Define Search Behaviors page. For more information, see Defining Search Behavior below.

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ClosedDefining Iterator Lengths and Row Count per Page

You can set different iterator lengths for each of the pages shown. The smaller the iterator, the faster a page will load. Use this page to make and modify the result set sizes for the following pages:

  1. ClosedNavigate to the Options-General page.
  1. Click Admin to go to the Admin Home Page.

  2. Click General Site Options in the General section.

    The Options-General page appears.

  1. In the Feature-Settings section, click Row Count Per Page.

    The Iterator ADMINISTRATION page appears.

  2. Segment List Page Result Set Sizes

    • Product Line List Pages: Select a value between 2-50 from the drop-down to specify the result set size for the page.
    • Model List Pages: Select a value between 2-50 from the drop-down to specify the result set size for the page.
      1. The default values are 20.

Part List Page Result Set Sizes

  • Part Search Results Pages: Select a value between 2-200 from the drop-down to specify the result set size for the page.
  • Serial Number Results Pages: Select a value between 2-50 from the drop-down to specify the result set size for the page.
  • Part Display Page Parent Part Results: Select a value between 2-50 from the drop-down to specify the result set size for the page.
  • Part Integration Histories: Select a value between 2-50 from the drop-down to specify the result set size for the page.

    1. The default value for Part Search Results Pages and Serial Number Results Pages is 30.

      The default value for Part Display Page Parent Part Results is 10.

      The default value for Part Integration Histories is 20.

Commerce Section Result Set Sizes

  • Favorites Page: Select a value between 2-50 from the drop-down to specify the result set size for the page.
  • Accounts Browse Dialog: Select a value between 2-50 from the drop-down to specify the result set size for the page.
  • Commerce Reports Results Page: Select a value between 2-501 from the drop-down to specify the result set size for the page.
  • Commerce List Page: Select a value between 2-50 from the drop-down to specify the result set size for the page.
    1. The default value for Favorites Page is 10.

      The default value for Accounts Browse Dialog is 30.

      The default value for Commerce Report Results Page is 100.

      The default value for Commerce List Page is 10.

File Manager Result Set Size

  • File Manager and Search Results Pages: Select a value between 2-100 from the drop-down to specify the result set size for the page.
    The default values for File Manager and Search Results Pages is 10.

Partner Company Result Set Size

  • Partner Company List Pages: Select a value between 2-500 from the drop-down to specify the result set size for the page.
    The default values for Partner Company List Pages is 100.

Ldap User Result Set Size

  • Ldap Users Search Result Page: Select a value between 2-200 from the drop-down to specify the result set size for the page.
    The default values for Ldap Users Search Result Page is 10.

    For more information about LDAP, see Setting Up LDAP.

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ClosedDefining Search Behavior

Use this page to set how you want to support wildcards for each search type.

  1. ClosedNavigate to the Options-General page.

    1. Click Admin to go to the Admin Home Page.

    2. Click General Site Options in the General section.

      The Options-General page appears.

  1. In the Feature-Settings section, click Search Behavior.

    The Define Search Behaviors page appears.

  2. Select Leading Wildcard and Trailing Wildcard settings for the following search pages:
  • Part Number Search Behavior
  • Part Description Search Behavior
  • Serial Number Search Behavior
  • Search for Accounts by Company Search Behavior
  • Search for Accounts by Customer ID Search Behavior
  • Commerce Search Behavior
  • Bulk Download Filter Behavior
  • Data Table Name Search Behavior

Wildcards are designated with an asterisk (*). Select one of the following options for wildcard support from the drop-down:

  • Explicit makes wildcards optional. You can enter them when needed.
  • Implicit means the system automatically appends a wildcard to the search criteria.
  • Not Allowed turns off wildcard support.
  1. After you have made the desired settings, click Update.

    The changes will be reflected the next time when you visit a modified search page.

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NOTES

RELATED TOPICS

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