System-wide Personalization

Exploring

ClosedWhere does it fit in?

This program lets you define the system-wide settings of your SYSPRO workspace for all your companies.

This program is typically used by system administrators to override the personalization preferences set by each individual operator using the Personalize SYSPRO Desktop function (SYSPRO Ribbon bar > Home > Personalize).

ClosedNavigation

  • This program is accessible from the Ribbon bar:

    SYSPRO Ribbon bar > Administration > System-wide Personalization

ClosedRelated Information

Topics

Customize and control application

SYSPRO Terminology

Programs

Personalize

Starting

ClosedRestrictions and Limits

  • Only document formats defined using SRS Document Printing cater for all the address fields available.

    These fields have not been added to the Standard and Word document formats.

ClosedOther considerations
  • Changes made in this program are only reflected once you reload SYSPRO.

  • System-wide settings are saved in the FormValues_IMPFRBLV.xml file in the Base\Settings\Automation\SYSTEM folder on the application server.

    In a client/server environment, the file is copied to the client machine automatically when SYSPRO is launched.

Solving

ClosedFAQs
ClosedWhy are some web pages not displaying correctly?

Ensure that the Web Browser emulates highest IE version option is enabled.

Otherwise the SYSPRO.exe and SYSPROClient.exe entries are removed from the registry and the SYSPRO web browser is set to use IE7 emulation - which may cause some web pages to not display or work correctly.

ClosedThe WCF REST service failed to connect

The SYSPRO 8 e.net Communications Load Balancer must be installed and you must configure service address details against the E.Net Service Details tab of the System Setup program.

If these details are not correctly configured, then you will receive this system notification message upon loading SYSPRO.

In addition, when typing text into a key field you will receive a notification that the system can't connect to the e.net service to retrieve data for the Predictive Search.

ClosedWhy has my daily request quota for the Google Geocoding API been exceeded?
Google's policy on this function changed as of July 2018 and the feature is now a billable service. You need to register with Google to receive the key.

Although SYSPRO has registered an account for the resolving of addresses that we use, once the monthly quota has been depleted, no SYSPRO clients will be able to use this account to resolve addresses in SYSPRO.

To avoid downtime, you can register your own account with Google and enable billing on the account to receive your own Google API key.

Read more:

https://developers.google.com/maps/documentation/geocoding/start

Using

Referencing

ClosedSystem-wide Personalization
Field Description
Theme  

Overall theme

This lets you select a specific visual theme for each type of control (e.g. docking pane, list view column, calendar and toolbar) and apply it throughout SYSPRO.

If you do not want to override the individual operators' setting for this option, select Not set by administrator.

Apply Ribbon Bar

Not set by administrator

Select this if you don't want to override the individual operators' setting for this option.

Always use ribbon

This always displays the SYSPRO Ribbon bar.

Always use toolbar

This always displays the standard SYSPRO menu bar and toolbar.

Ribbon style

Indicate the style you want to apply to the ribbon bar.

Select Not set by administrator if you don't want to override the individual operators' setting for this option,

Workspace

 

Use Predictive Search

The Predictive Search facility in SYSPRO automatically shows suggestions of search results as you type text into any key field in the product (e.g. stock code, customer, supplier, etc).

The search uses a web service (configured within the System Setup program) to interrogate the database and return values based on a pre-defined configuration.

Enable minimalist user interface

This applies a minimalist theme (Office 2013) to the SYSPRO interface to give it an uncluttered feel.

It hides icons (e.g. Menu, Autohide, Maximize and Close) and titles for docking panes (F12 toggles these titles).

Also, a field's caption is not displayed in bold type when the field is highlighted.

Enable Task Dialog customization

This enables the Customize Task Dialogs option ( SYSPRO Ribbon bar > Administration > Customization).

Enable Toast Notifications

This lets you show dialogs with single buttons as auto-expiring messages.

Toast Notifications delay

This lets you set how long you want the toast notification to be displayed on the screen before disappearing.

The default is 4 seconds and can be set to a maximum of 2 minutes.

Close Toast Notification when typing

This lets you override the toast notification delay (if defined) and close the toast notification as soon as you start typing into a form field or a toolbar entry field.

Web Browser emulates highest IE version

By default the web browser control is currently an embedded version of Internet Explorer 7, as this is how Microsoft originally published the control. However, by applying a setting to the registry, the SYSPRO web browser can be made to emulate any version of IE.

Enable this option to allow SYSPRO to create new registry entries that indicate to the web browser control to default to IE11 compatibility mode.

These entries reside in:

HKEY_LOCAL_MACHINE (or HKEY_CURRENT_USER)
SOFTWARE
Microsoft
Internet Explorer
Main
FeatureControl
FEATURE_BROWSER_EMULATION
SYSPRO.exe = (11000) version
SYSPROClient.exe = (11000) version

Save primary window settings upon exit

Select this to save the primary window position of a program upon exiting the program. When next the program is loaded, the primary window is restored to its saved position.

Primary windows for each program default to being centered within the MDI frame of the main menu.

Validate GL sections as you type

This only applies if you enabled the Structured General Ledger facility (GL Structure Definition ).

Not set by administrator

Select this if you do not want to override the individual operators' setting for this option.

Validate sections

This validates a ledger code, section by section as you enter it.

When you select this option, you cannot type ahead of the validation process as the system must first complete validating the section you entered before you can enter the next section of the ledger code.

Do not validate sections

This lets you enter the full ledger code and only validate the code when you move off the ledger code field (i.e. using the Tab or Enter key.
Display GL sections as drop-down list

Not set by administrator

Select this if you don't want to override the individual operators' setting for this option.

Display sections

This displays a list of valid ledger codes that can be entered wherever a ledger code must be entered in a program.

The list of available ledger codes is displayed by default, but can be switched off by selecting CTRL+L at any ledger code field.

Do not display sections

This hides the list of valid ledger codes by default.

The list is displayed only when you select CTRL+L at any ledger code field.

Launch help from status bar

This applies to the launching of the system help when clicking on SYSPRO version in the status bar of the Main SYSPRO menu.

Not set by administrator

Select this if you don't want to override the individual operators' setting for this option.

Launch help

This always opens the help system when you click on the SYSPRO version in the status bar.

Do not launch help

This prevents the help from loading when you click on the SYSPRO version in the status bar.

Show system-wide view when logging in

This applies when a system-wide view has been designed to be contained in the main menu.

Selecting this option forces the system-wide view in the main menu to be visible when the operator logs in.

Show role view when logging in

This applies when a role view has been designed to be contained in the main menu and the operator is associated with a role.

Selecting this option forces the role view in the main menu to be visible when the operator logs in.

Forms

 

Override font

This sets the font to use for all forms and list views in SYSPRO.

Font

Indicate the font you want to use.

Show captions in bold

This displays all form captions in bold.

Show icons for custom fields

This displays icons alongside the various types of custom form fields (including dates) in forms.

Not set by administrator

Select this if you don't want to override the individual operators' setting for this option.

Show icons

This always displays icons alongside custom fields in forms

Do not show icons

This never display icons alongside custom fields in forms.

Default numeric alignment

Indicate how you want to align numeric values system-wide (e.g. to the left, right or center of the available column or field).

Always apply numeric alignment

Enabling this option ensures that the Default numeric alignment option is always applied to all forms, regardless of any previously-saved alignment options.

This option only applies to forms that have not yet been loaded.

Once the form is loaded, the alignment options assigned to that form are automatically saved and re-applied each time the form is loaded.

Show description of keys in caption

This option applies to the descriptions for key fields entered on a form (e.g. Branch, GL code, Currency, etc).

Not set by administrator

Select this if you don't want to override the individual operators' setting for this option.

Show description

This displays the description for key fields for all operators. The matching description for the code appears in brackets within the caption portion of the field.

When enabled, the option configured within the Personalize SYSPRO Desktop function (SYSPRO Ribbon bar > Home > Personalize) is automatically set to selected when you reload SYSPRO.

Although operators can still change the option, this is ignored and the captions are displayed.

Do not show description

This hides the description for key fields for all operators.

When enabled, the option configured within the Personalize SYSPRO Desktop function (SYSPRO Ribbon bar > Home > Personalize) is automatically deselected when you reload SYSPRO.

Although operators can still change the option, this is ignored and the captions are not displayed.

Highlight editable form fields

Not set by administrator

Select this if you don't want to override the individual operators' setting for this option.

Highlight fields

This highlights all editable form fields.

Do not highlight fields

This never highlights editable form fields.

Highlight color

Indicate the color you want to use to highlight editable form fields.

Map URL to use for directions

Indicate the Map application you want to use for directions (e.g. Google Maps, Bing Maps, etc.).

You can use any map product that accepts latitude and longitude as parameters.

Map URL

If you selected Use other at the Map URL to use for directions field, then enter the URL of the Map application you want to use for directions.

Google API key

Enter the key (obtained from Google) that will allow you to resolve addresses to GPS co-ordinates within SYSPRO.

Google's policy on this function changed as of July 2018 and the feature is now a billable service. You need to register with Google to receive the key.

Although SYSPRO has registered an account for the resolving of addresses that we use, once the monthly quota has been depleted, no SYSPRO clients will be able to use this account to resolve addresses in SYSPRO.

To avoid downtime, you can register your own account with Google and enable billing on the account to receive your own Google API key.

Read more:

https://developers.google.com/maps/documentation/geocoding/start

Use short names when resolving addresses

Enable this to use the short names when applying a selected address from Google Maps (e.g. NY instead of New York and UK instead of United Kingdom).

Additionally, you can toggle between using short and long names directly from the address list when you click on the Resolve GeoLocation from address option at the Geolocation form field.

The drop-down list indicates whether the long or short name is in use. The operator can use the hyperlink to toggle between them, but this applies only to the current run of SYSPRO.

The system-wide setting is re-applied the next time the operator logs in.

List views

 

Use Excel for exporting

This uses Microsoft Excel to export data from SYSPRO list views and forms.

Deselect this option to be able to export list views to an application other than Excel.

The Export application field then becomes enabled for you to specify the application to use.

Export application

Enter the program to use (including the full path) to export list views when not using Microsoft Excel.

You can use any application that accepts a file containing an HTML table as its first parameter.

Export application name

Enter a description for the export application.

Override quick view font

This lets you change the default font and font attributes (e.g. bold, italic) of the Quick View displays in SYSPRO.

Quick view font

Indicate the default font.

Date format

Indicate the format you want to use for all dates displayed in list views.

Not set by administrator

Select this if you don't want to override the individual operators' setting for this option.

{short}

18/03/2019

{long}

Monday 18 March 2019

dd MMMM yyyy

18 March 2019

ddd yyyy/MM/dd

Mon 2013/03/19

Show icons for custom columns

This displays icons alongside custom columns in list views.

Show built-in toolbar

This displays the built-in toolbar for list views, where applicable.

When enabled, operators won't be able to deselect the Show List view Toolbar option by clicking on a list view column to customize the list view.

Changing this option does not affect an operator's preference and setting of the Show List view Toolbar option from the icon on the Ribbon Bar

Company watermarks
Edit

This lets you define for each SYSPRO company, a suitable bitmap image to display as a watermark in the list views.

Company ID

Indicate the code of the SYSPRO company for which you want to apply the watermark.

Watermark image

Indicate the bitmap image to use as the watermark.

The image must exist in the \Base\Samples folder on the application server.

Watermark transparency

Indicate the watermark transparency required.

The value must be between 0-255, where 0 is totally transparent and 255 is totally visible.

Watermark alignment

Indicate the required alignment of the watermark image.

Maximum decimals to show for price/cost

Indicate the number of decimals to display in list views for prices and costs. This applies to list view columns that include the words: price, cost,prc or cst in the column heading.

The purpose of this option is to only reduce trailing decimal zeroes to a minimum.

So, if the number of decimals of the actual cell value is greater than the minimum number defined here, then the number of actual decimals in the value is displayed.

For example:

If the Maximum decimals to show for price/cost is set to 2, then:

5.12

is displayed as 5.12

5.12000

is displayed as 5.12

5.1234

is displayed as 5.1234

5.10

is displayed as 5.10

Default number of rows to return

This lets you indicate the default number of rows to display when first loading a limitless list view (defaults to 100 rows).

The default number of rows is only applied for the initial loading of a list view because, thereafter, the number of rows can be controlled by list view by operator.

To enforce this default number of rows on initial load for all operators, enable the Always apply default number of rows option.

Always apply default number of rows

This lets you always load the number of rows specified at the Default number of rows to return option in list views, regardless of any operator preferences set for displaying the number of list view rows.

Although the operator can change the required number of rows to display during the run of a program, the Default number of rows to return is re-applied when the program is closed.

Threshold limit for returned rows

Indicate the maximum number of list view rows to display before the threshold option below applies.

This option can be used to overcome issues when there is a large number of rows to display in a list view (this does not apply to editable data-grids).

Threshold option

This lets you indicate what you want the system to do when the threshold limit for returned rows is reached. Options include:

  • Give warning message (the warning is only displayed once)
  • Prompt operator to continue (the question is only displayed once)
  • Do not add more rows

Toolbars

 

Autosave entries for key fields

Enable this to save a history of previously-queried entries for key fields. The history is displayed in a drop-down when scrolling on the entry field for the key.

When this option is disabled and then re-enabled, the previously saved drop-down list is restored.

Calendar

The Calendar SYSPRO Desktop function lets you manage appointments and schedules.

Calendar data provider

Not set by administrator

Select this if you don't want to override the individual operators' setting for this option.

Use Outlook

This synchronizes Outlook's appointments, schedules, events, etc., with your SYSPRO calendar.

Details captured in SYSPRO's calendar are also automatically synchronized to Outlook.

Some details (e.g. body text, attendees, attachments, regarding, result, etc.) are not synchronized to Outlook.

Use local file

Capture events, schedules, appointments, etc., without synchronizing to Outlook.

The captured details are stored in the xxxxxx_calendarevents.xml file of the \Base\Settings folder (where xxxxxx refers to the operator name).

No calendar

Select this if you don't want to use the calendar control.

This does not affect the running of SYSPRO, as the calendar control is not currently linked to any SYSPRO functionality.

Show non-working days

Select this to highlight non-working days within SYSPRO's Date Navigator utility.

You use the Calendar program to define the specific working and non-working days on your company calendar.

Number of days in first week of year

Indicate the number of days from the previous year that occur in the first week of the current year.

This only applies if you enabled the option: Show week numbers in date navigator.

This enables you to control the week numbering against SYSPRO's Date Navigator.

If the first week of the current year contains four or more days from the previous year, then the first week of the year is numbered as week 53. If it contains three or less days from the previous year, then it is numbered as week 1.

Messages

 

Check for messages on startup

This lets you automatically check for messages that have not yet been actioned, upon loading the system.

Messages are posted to the Inbox from various sources within the system.

You can also check for new messages by launching the Message Inbox window (right-click within the window and select Refresh Inbox).

VBScript Security

 

VBScripts are saved on server only

This prevents unauthorized access to VBScripts by ensuring that they are only stored on the server.

VBScripts are encrypted on client

This ensures that all VBScripts are encrypted on all client machines.

Key fields

 

Prevent special characters being entered

This prevents operators from entering invalid or special characters ( including spaces) into a key field.

Special characters

Enter the list of special characters you want to restrict operators from entering in key fields.

If no Special characters are entered, then this implies that the {space} character must be prevented from being entered.

Prevent leading spaces

This lets you strip all leading spaces from key fields in toolbars, entry fields, form fields and data-grid cells after entry (e.g. tabbing off the field).

This does not apply to description fields.

SRS Document Printing

 

Optimize by pre-loading Crystal runtime

This lets you improve the performance of documents produced using SRS document printing (by pre-loading the Crystal runtime when SYSPRO loads).

Set at operator level (Personalize options)

This allows individual operators to decide whether to pre-load the Crystal runtime when SYSPRO loads.

Optimize for all operators

This pre-loads the Crystal runtime for all operators when SYSPRO loads.

This does consume more system resources.

Do not optimize

Select this if you do not want to pre-load the Crystal runtime when SYSPRO loads.

KeepAlive options

 

KeepAlive timeout (minutes)

Indicate the time interval (not less than 1 minute) within which you require SYSPRO to send a blank message to the server to keep the connection alive.

SYSPRO stops responding if it is idle for longer than the timeout time.

This only applies in a client/server environment where timeouts have been configured.

  • If you are also defining operator timeouts, then you must ensure that the operator Timeout period is less than the KeepAlive timeout (minutes).

  • You typically only use this setting if you are running SYSPRO in a hosted environment

Communication service

 

Client/server open timeout (seconds)

The SYSPRO 8 Communications Service defaults to a 30 second timeout if the connection to the server fails, after which the system allows the operator to Retry or Cancel (to exit gracefully).

This option lets you configure the length of time (in seconds) before the Retry message appears when the Internet connection is lost.

This cannot be set to less than 30 seconds.

If set to more than 30 seconds, then when logging into SYSPRO in client/server mode, the SYSPROSCSTimeouts.txt file is created in the \Base folder on the client. This file contains the configured open timeout.

If the default timeout is subsequently changed back to 30 seconds, then the SYSPROSCSTimeouts.txt file is deleted from the client when logging in.

SYSPRO Avanti

 

Timeout before password required

Indicate the time interval (in minutes) before SYSPRO Avanti will require the operator to re-enter their password, after the system becomes idle.

A value of 0 indicates no timeout.

Timeout before exiting

Indicate the time interval (in minutes) before SYSPRO Avanti will exit, if no password is entered.

A value of 0 indicates no timeout.
ClosedSystem-wide Address Formatting
Field Description

Address field

Indicates the list of address line fields available.

The default structure is indicated in the table below:

Address Line 1

Building

Address Line 2

Street

Address Line 3

City

Address Line 4

Locality

Address Line 5

State

Address Line 6

Country

Address Line 7

Zip

Geolocation

This indicates the geographic location of the address in terms of longitude and latitude and includes a hyperlink to the map directions.

An additional hyperlink (Resolve GeoLocation from address) is available to resolve addresses using the long or short name.

The Use short names when resolving addresses option (System-wide Personalization determines which name to use by default.

SYSPRO reads the name returned from the map provider in XML. If the short name returned in the XML is the same as the long name, then no short names are available from the map provider.

Default wording

This indicates the default wording currently associated with each address line field.

Use default wording

This uses the system default wording displayed.

6.1 compatibility

This lets you use the unstructured address system that was applicable in SYSPRO 6.1.

User-defined

This lets you override the default wording with your own descriptions.

User-defined wording

Enter your own wording for the address line.

This wording is used as the form caption or list view column heading for the Address field throughout SYSPRO.

This list view column cannot be sorted.

Hide on form

This prevents the address line from being displayed on forms.